Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Treasury Sales Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSO is an extension of the Private Bank team working with the more complex Private Bank clients which typically include Family Office, Real Estate, Private Equity and Business Owners. Responsibilities: Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations. Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis. In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth. Fosters digital adoption by driving mobile, and digital and real-time payments adoption and manages strategic dialogues around key client centric issues - leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning. Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables. Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure. Required Skills: Must have these skills to be minimally qualified. Minimum 10+ years of Treasury/Cash Management Sales Excellent communication, presentation, interpersonal and organizational skills. Authentic and Passionate: Seeking a highly engaged teammate whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities. Challenges the status quo. Confident and Agile: Seeking a strong communicator who values giving and receiving feedback, easily builds relationships, and who is quick thinking, flexible, and always learning and sharing knowledge; Sense of urgency is paramount. Desired Skills: Bachelor's degree or equivalent work experience. Intellectually curious and motivated to continuously improve processes. Sales and client relationship experience. Strong knowledge of treasury management products and services. Experience selling to Private Bank clients. Excellent verbal/ written communication and presentation skills. Proven negotiation and active listening skills. Excellent critical/strategic thinking and problem resolution skills. Successfully demonstrates creative thinking while adhering to guidelines. Strong business/financial acumen. Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts. Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction. Successfully maneuvers throughout the enterprise. Proactively engages all internal partners for sales opportunities. Effectively manages risk while balancing the needs of the client, the team, and the bank. Able to effectively work as an individual contributor as well as a close team member in a fast-paced environment. Shift: 1st shift (United States of America) Hours Per Week: 40
09/10/2024
Full time
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Treasury Sales Officer is responsible for delivery of integrated treasury solutions to Private Bank clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. TSO is an extension of the Private Bank team working with the more complex Private Bank clients which typically include Family Office, Real Estate, Private Equity and Business Owners. Responsibilities: Drives responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leading client facing treasury presentations. Partners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost/benefit analysis and bank-focused profitability analysis. In partnership with Private Bank, leads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and YoY growth. Fosters digital adoption by driving mobile, and digital and real-time payments adoption and manages strategic dialogues around key client centric issues - leveraging best practices, peer benchmarking, industry data analytics and solutioning positioning. Leads, coaches and develops Treasury Sales Analysts (TSA) and more junior Treasury Sales Officers (TSO) and Treasury Sales Client Officers (TSCO) in day-to-day support of client deliverables. Maintains a strong client focus, treasury industry expertise, client subsector expertise and broad understanding of bank structure. Required Skills: Must have these skills to be minimally qualified. Minimum 10+ years of Treasury/Cash Management Sales Excellent communication, presentation, interpersonal and organizational skills. Authentic and Passionate: Seeking a highly engaged teammate whose intensity and intentions align and are enthusiastic about the work we are doing for our clients and in our communities. Challenges the status quo. Confident and Agile: Seeking a strong communicator who values giving and receiving feedback, easily builds relationships, and who is quick thinking, flexible, and always learning and sharing knowledge; Sense of urgency is paramount. Desired Skills: Bachelor's degree or equivalent work experience. Intellectually curious and motivated to continuously improve processes. Sales and client relationship experience. Strong knowledge of treasury management products and services. Experience selling to Private Bank clients. Excellent verbal/ written communication and presentation skills. Proven negotiation and active listening skills. Excellent critical/strategic thinking and problem resolution skills. Successfully demonstrates creative thinking while adhering to guidelines. Strong business/financial acumen. Demonstrates the ability to foster strong partnerships within the core team and the ability to build sincere rapport with client contacts. Effectively manages competing priorities in an organized fashion while maintaining a consistent level of client satisfaction. Successfully maneuvers throughout the enterprise. Proactively engages all internal partners for sales opportunities. Effectively manages risk while balancing the needs of the client, the team, and the bank. Able to effectively work as an individual contributor as well as a close team member in a fast-paced environment. Shift: 1st shift (United States of America) Hours Per Week: 40
Current job opportunities are posted here as they become available. Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. The Role. Ascent is seeking a forward-thinking Director of Insights & Analytics to work closely with business leaders to manage risk, drive sales expansion, and provide insights into business performance to influence our investments. The Director will act as an internal data and strategy consultant to various departments and partner with Credit, Sales, and Technology teams to assess the impact of product changes on data and performance. The ideal candidate is enthusiastic to hire, mentor, and train analysts how to be the best at leveraging data and supporting internal clients. They will be a key contributor to Ascent's mission of fostering a culture of test and learn, and continuous improvement. Join us at Ascent and be part of a dynamic team driving innovation and excellence in private lending. The Work. Utilize data analytics to monitor, assess, and manage risks associated with lending and investments. Develop models to anticipate potential issues and mitigate risks effectively. Create data-driven strategies to target opportunities for business growth and optimize sales. Build and maintain various Power BI dashboards to support, inform, and drive organizational success. Manage and enhance existing data pipelines and own the logic for parent-child entity mapping of target clientele. Collaborate with the SVP of Analytics to develop and maintain a robust data infrastructure, ensuring data quality, security, and accessibility across the organization. Identify and quantify opportunities to deploy machine learning and AI and assist in the development of such techniques. Serve as the subject matter expert on Ascent data and the tools used to acquire the data. Prepare monthly presentations to share strategy and status on the Company's Annual Operating Plan. Track competitor trends and keep management aware of market trends and insights, size new business opportunities, and present to management regularly. Stay connected with the latest data sources in the market, continuously improving and recommending strategies to leverage our data to drive strategy. Support various data requests from our capital partners. Your Skills and Experience. Strong residential real estate (SFR/MFR) and/or mortgage banking experience required. 7+ years of experience in analytical or consulting roles. Bachelor's degree in a quantitative field preferred. Proficient in SQL & Python, strong experience with data visualization tools like Power BI or Tableau. Exposure to machine learning, data science, and data engineering is preferred. Experience articulating data and presenting insights and recommendations to management. Strong experience collaborating and communicating cross-functionally. Experience managing employees is a plus. Strong analytical skills with knowledge of statistical techniques. Experience using tools such as Black Knight, RE-distribute / MLS, House Canary, John Burns, etc. The Pay. Salary Range: $110,000 - $130,000 per year. Bonus: 25% per year. We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, four dental plans, health savings and flexible spending accounts, vision coverage, 401k, pet insurance, and other optional benefits to choose from. Ascent's Pledge. We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future.
09/10/2024
Full time
Current job opportunities are posted here as they become available. Ascent Developer Solutions is a leading private lending platform, serving real estate developers nationwide in the acquisition, renovation, and construction of residential real estate. Founded by a leadership team with a deep understanding and personal experience in virtually every facet of real estate development, Ascent is uniquely positioned to create custom, innovative lending solutions for a variety of real estate development business strategies. The Role. Ascent is seeking a forward-thinking Director of Insights & Analytics to work closely with business leaders to manage risk, drive sales expansion, and provide insights into business performance to influence our investments. The Director will act as an internal data and strategy consultant to various departments and partner with Credit, Sales, and Technology teams to assess the impact of product changes on data and performance. The ideal candidate is enthusiastic to hire, mentor, and train analysts how to be the best at leveraging data and supporting internal clients. They will be a key contributor to Ascent's mission of fostering a culture of test and learn, and continuous improvement. Join us at Ascent and be part of a dynamic team driving innovation and excellence in private lending. The Work. Utilize data analytics to monitor, assess, and manage risks associated with lending and investments. Develop models to anticipate potential issues and mitigate risks effectively. Create data-driven strategies to target opportunities for business growth and optimize sales. Build and maintain various Power BI dashboards to support, inform, and drive organizational success. Manage and enhance existing data pipelines and own the logic for parent-child entity mapping of target clientele. Collaborate with the SVP of Analytics to develop and maintain a robust data infrastructure, ensuring data quality, security, and accessibility across the organization. Identify and quantify opportunities to deploy machine learning and AI and assist in the development of such techniques. Serve as the subject matter expert on Ascent data and the tools used to acquire the data. Prepare monthly presentations to share strategy and status on the Company's Annual Operating Plan. Track competitor trends and keep management aware of market trends and insights, size new business opportunities, and present to management regularly. Stay connected with the latest data sources in the market, continuously improving and recommending strategies to leverage our data to drive strategy. Support various data requests from our capital partners. Your Skills and Experience. Strong residential real estate (SFR/MFR) and/or mortgage banking experience required. 7+ years of experience in analytical or consulting roles. Bachelor's degree in a quantitative field preferred. Proficient in SQL & Python, strong experience with data visualization tools like Power BI or Tableau. Exposure to machine learning, data science, and data engineering is preferred. Experience articulating data and presenting insights and recommendations to management. Strong experience collaborating and communicating cross-functionally. Experience managing employees is a plus. Strong analytical skills with knowledge of statistical techniques. Experience using tools such as Black Knight, RE-distribute / MLS, House Canary, John Burns, etc. The Pay. Salary Range: $110,000 - $130,000 per year. Bonus: 25% per year. We offer a comprehensive benefits package designed to support your health, well-being, and work-life balance. Our benefits include five health plans, four dental plans, health savings and flexible spending accounts, vision coverage, 401k, pet insurance, and other optional benefits to choose from. Ascent's Pledge. We pledge to be fair and considerate in hiring and promoting individuals, ensuring everyone can contribute their fullest potential regardless of background, identity, or personal circumstances. By promoting equal opportunity, we not only enhance our workplace but also contribute to a more just and equitable society. At Ascent, we stand united in building a community where everyone is empowered to succeed. Thank you for joining us on our journey towards a more inclusive future.
Full Time Administrative Analysis and Research Salary: $119,994.36 - $155,300.16 Annually USD Job Description Description DESCRIPTION The City of Santa Clara is seeking collaborative, innovative, enthusiastic individuals with great interpersonal skills to deliver high quality services that meet the community's needs. The City is looking for experienced professionals to take on a variety of roles throughout the City. POSITIONS The City of Santa Clara is recruiting for several vacant positions Citywide. City Manager's Office - 3 positions The City Manager's Office is recruiting for three Management Analysts that will be assigned respectively to the general City Manager's Office, Mayor and Council Office, and Santa Clara Stadium Authority (Stadium Authority). There will be opportunities for cross-functional projects and assignments. The Management Analyst in the City Manager's Office will be responsible for supporting executive staff, working on projects and assignments related to City programs, and managing the department's budget and financials. Responsibilities may include: Assist in the preparation and administration of the City Manager's Office departmental budget and financials. Administer and/or support key programs and initiatives that may include the City's Legislative Advocacy, Minimum Wage, Community Grant, Smoke-Free Santa Clara, and Safety Programs, the City's service request platform (MySantaClara), organizational development, homelessness response, sustainability, real estate, economic development, employee engagement, and development of an internship program. Assist with the coordination of the annual Priority Setting Session. Provide staff support for committees and serve as a liaison to external organizations and community groups. Respond to Public Records Act requests and other inquiries from the public. Provide contract management for various types of agreements. Review, analyze, and prepare a variety of work products including agenda reports to the City Council, policies, agreements, correspondence, Request for Proposals, and other documents. Ideal candidates for the City Manager's Office Management Analyst positions will have the following: Experience working in a fast-paced environment, Strong analytical and research skills, Ability to build and maintain effective working relationships with internal and external stakeholders, Ability to manage multiple projects and assignments with changing priorities, Track record of taking initiative and delivering results, Experience with public policy, public finances, and government agreements, Experience in preparing a variety of documents including policy, correspondence, agreements, and reports to a variety of audiences including executive management and elected bodies, Understanding of how different parts of an organization are interdependent of each other, Excellent interpersonal and communication skills, and Strong attention to detail. Minimum Qualifications Education Graduation from an accredited college or university with a bachelor's degree in Public Administration, Business Administration or closely related field. A Master's degree in Public or Business Administration or closely related field is desirable. Experience One (1) year of experience performing analytical work. CERTIFICATIONS/LICENSES Possession of an appropriate, valid California Class C driver's license is required at time of appointment and for duration of employment. OTHER REQUIREMENTS Must be able to perform all of the essential functions of the job assignment. The City of Santa Clara is an equal opportunity employer. Applicants for all job openings will be considered without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, veteran status or any other consideration made unlawful under any federal, state or local laws. The City of Santa Clara is committed to offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact us at or . Closing Date/Time: 9/23/2024 4:00 PM Pacific
09/09/2024
Full time
Full Time Administrative Analysis and Research Salary: $119,994.36 - $155,300.16 Annually USD Job Description Description DESCRIPTION The City of Santa Clara is seeking collaborative, innovative, enthusiastic individuals with great interpersonal skills to deliver high quality services that meet the community's needs. The City is looking for experienced professionals to take on a variety of roles throughout the City. POSITIONS The City of Santa Clara is recruiting for several vacant positions Citywide. City Manager's Office - 3 positions The City Manager's Office is recruiting for three Management Analysts that will be assigned respectively to the general City Manager's Office, Mayor and Council Office, and Santa Clara Stadium Authority (Stadium Authority). There will be opportunities for cross-functional projects and assignments. The Management Analyst in the City Manager's Office will be responsible for supporting executive staff, working on projects and assignments related to City programs, and managing the department's budget and financials. Responsibilities may include: Assist in the preparation and administration of the City Manager's Office departmental budget and financials. Administer and/or support key programs and initiatives that may include the City's Legislative Advocacy, Minimum Wage, Community Grant, Smoke-Free Santa Clara, and Safety Programs, the City's service request platform (MySantaClara), organizational development, homelessness response, sustainability, real estate, economic development, employee engagement, and development of an internship program. Assist with the coordination of the annual Priority Setting Session. Provide staff support for committees and serve as a liaison to external organizations and community groups. Respond to Public Records Act requests and other inquiries from the public. Provide contract management for various types of agreements. Review, analyze, and prepare a variety of work products including agenda reports to the City Council, policies, agreements, correspondence, Request for Proposals, and other documents. Ideal candidates for the City Manager's Office Management Analyst positions will have the following: Experience working in a fast-paced environment, Strong analytical and research skills, Ability to build and maintain effective working relationships with internal and external stakeholders, Ability to manage multiple projects and assignments with changing priorities, Track record of taking initiative and delivering results, Experience with public policy, public finances, and government agreements, Experience in preparing a variety of documents including policy, correspondence, agreements, and reports to a variety of audiences including executive management and elected bodies, Understanding of how different parts of an organization are interdependent of each other, Excellent interpersonal and communication skills, and Strong attention to detail. Minimum Qualifications Education Graduation from an accredited college or university with a bachelor's degree in Public Administration, Business Administration or closely related field. A Master's degree in Public or Business Administration or closely related field is desirable. Experience One (1) year of experience performing analytical work. CERTIFICATIONS/LICENSES Possession of an appropriate, valid California Class C driver's license is required at time of appointment and for duration of employment. OTHER REQUIREMENTS Must be able to perform all of the essential functions of the job assignment. The City of Santa Clara is an equal opportunity employer. Applicants for all job openings will be considered without regard to age, race, color, religion, sex, national origin, sexual orientation, disability, veteran status or any other consideration made unlawful under any federal, state or local laws. The City of Santa Clara is committed to offering reasonable accommodations to job applicants with disabilities. If you need assistance or an accommodation due to a disability, please contact us at or . Closing Date/Time: 9/23/2024 4:00 PM Pacific
Robertson Stephens Wealth Management, Llc
San Francisco, California
Robertson Stephens Wealth Management (RSWM) is a national boutique wealth management firm with $6.5 Billion of assets under management. The firm serves the financial planning and investment strategy needs of high-net-worth individuals and families. Robertson Stephens has established itself as a trusted advisor, offering personalized investment strategies tailored to meet the unique needs and objectives of each client. Employees of the firm share a solid work ethic, a drive to innovate within our industry and above all strive for value-creation on behalf of our clients. Job Description Opportunity to work as a senior member of the firm's M&A team, known as the Business Development Group, to help create the firm's strategy for attracting growth-oriented, independent RIAs and wealth advisors. The BDG Vice President is responsible for leading the firm's inorganic growth strategy across the western United States. Focus on sourcing and executing the acquisition of independent RIA firms and wealth advisory practices. A flat organizational structure involves direct engagement with firm leadership and opportunity for advancement. The Vice President will hire a direct report Analyst, who together will manage an active pipeline of advisor relationships. Salary Range: $130,000 to $150,000 base salary plus discretionary bonus Duties and Responsibilities The Vice President will manage their own new business pipeline, working with subject matter experts within the firm to progress opportunities from introduction to closed transaction. Prospecting & Pipeline Management: Perform primary research on independent RIA firms and wire house wealth advisory teams via online databases and other sources of information. Financial Modeling: Perform RIA due diligence, including valuation analysis, compensation data, real estate leases, vendor contracts, software agreements, custodian relationships, FINRA reports, and insurance policies. Manage outreach to prospective advisors across target geographies, maintaining a high volume of outbound cold call activity. Actively manage an acquisition pipeline via CRM database and create management reports that identify and track new business opportunities. Work with other BDG team members to monitor new business activity forecasting and enhance prospect tracking through stages of the pipeline. Marketing Materials: Develop, coordinate, and implement online and offline marketing campaigns. Work with the marketing team on digital content and lead generation strategies. Creative Thinking: Evaluate RIA and wealth advisor prospects, assess acquisition risks, discover firms' alignment, and identify post-merger duplication, efficiency, and synergy. Daily communication with other BDG team members, including weekly meetings with the CEO and participation in BDG prospect review meetings. Present to the firm's BDG Commitment Committee (CEO, CFO, COO, and Executive Vice President). Upon the onboarding of new advisory teams, assist them with initial utilization of firmwide central resources to support the team's organic growth strategies. Hire an Analyst on the west coast for support. Personal Qualities Works well in a fast-paced, team-oriented culture with a deadline-focused environment. Leadership role with high integrity, able to represent the values and quality of our firm. Self-starter with a desire for ownership of a wide range of projects aligned with the firm's business plan. Willingness to speak up and offer perspective on new business initiatives and best practices. High degree of professionalism who can work without significant oversight. Detail-oriented with excellent organization skills and the ability to deliver quality work with a high degree of accuracy. Strong interpersonal and relationship-building skills. Willingness and ability to travel in pursuit of new business opportunities. Proven written and oral communication skills. Professional Qualifications Bachelor's degree with a record of strong academic performance. Minimum five years of financial services industry experience. Desire to manage and mentor a junior staff member and contribute to a productive working team relationship. Highly proficient in MS Office suite, including Word, Excel, PowerPoint, and Teams. Proven professional experience communicating with internal and external audiences. Direct responsibility with processes necessary to prepare financial models, management reports, and acquisition term sheets. Knowledge of the wealth management industry, experience with mergers and acquisitions, and training in investment banking are all beneficial. Experience in business development or sales role (emailing, cold calling, in-person networking).
09/08/2024
Full time
Robertson Stephens Wealth Management (RSWM) is a national boutique wealth management firm with $6.5 Billion of assets under management. The firm serves the financial planning and investment strategy needs of high-net-worth individuals and families. Robertson Stephens has established itself as a trusted advisor, offering personalized investment strategies tailored to meet the unique needs and objectives of each client. Employees of the firm share a solid work ethic, a drive to innovate within our industry and above all strive for value-creation on behalf of our clients. Job Description Opportunity to work as a senior member of the firm's M&A team, known as the Business Development Group, to help create the firm's strategy for attracting growth-oriented, independent RIAs and wealth advisors. The BDG Vice President is responsible for leading the firm's inorganic growth strategy across the western United States. Focus on sourcing and executing the acquisition of independent RIA firms and wealth advisory practices. A flat organizational structure involves direct engagement with firm leadership and opportunity for advancement. The Vice President will hire a direct report Analyst, who together will manage an active pipeline of advisor relationships. Salary Range: $130,000 to $150,000 base salary plus discretionary bonus Duties and Responsibilities The Vice President will manage their own new business pipeline, working with subject matter experts within the firm to progress opportunities from introduction to closed transaction. Prospecting & Pipeline Management: Perform primary research on independent RIA firms and wire house wealth advisory teams via online databases and other sources of information. Financial Modeling: Perform RIA due diligence, including valuation analysis, compensation data, real estate leases, vendor contracts, software agreements, custodian relationships, FINRA reports, and insurance policies. Manage outreach to prospective advisors across target geographies, maintaining a high volume of outbound cold call activity. Actively manage an acquisition pipeline via CRM database and create management reports that identify and track new business opportunities. Work with other BDG team members to monitor new business activity forecasting and enhance prospect tracking through stages of the pipeline. Marketing Materials: Develop, coordinate, and implement online and offline marketing campaigns. Work with the marketing team on digital content and lead generation strategies. Creative Thinking: Evaluate RIA and wealth advisor prospects, assess acquisition risks, discover firms' alignment, and identify post-merger duplication, efficiency, and synergy. Daily communication with other BDG team members, including weekly meetings with the CEO and participation in BDG prospect review meetings. Present to the firm's BDG Commitment Committee (CEO, CFO, COO, and Executive Vice President). Upon the onboarding of new advisory teams, assist them with initial utilization of firmwide central resources to support the team's organic growth strategies. Hire an Analyst on the west coast for support. Personal Qualities Works well in a fast-paced, team-oriented culture with a deadline-focused environment. Leadership role with high integrity, able to represent the values and quality of our firm. Self-starter with a desire for ownership of a wide range of projects aligned with the firm's business plan. Willingness to speak up and offer perspective on new business initiatives and best practices. High degree of professionalism who can work without significant oversight. Detail-oriented with excellent organization skills and the ability to deliver quality work with a high degree of accuracy. Strong interpersonal and relationship-building skills. Willingness and ability to travel in pursuit of new business opportunities. Proven written and oral communication skills. Professional Qualifications Bachelor's degree with a record of strong academic performance. Minimum five years of financial services industry experience. Desire to manage and mentor a junior staff member and contribute to a productive working team relationship. Highly proficient in MS Office suite, including Word, Excel, PowerPoint, and Teams. Proven professional experience communicating with internal and external audiences. Direct responsibility with processes necessary to prepare financial models, management reports, and acquisition term sheets. Knowledge of the wealth management industry, experience with mergers and acquisitions, and training in investment banking are all beneficial. Experience in business development or sales role (emailing, cold calling, in-person networking).
DNI Delaware Nation Industries
Arlington, Virginia
Overview This position is located in the Bureau of Overseas Buildings Operations (OBO), Planning and Real Estate Directorate (PRE), Office of Strategic Planning (OSP). The Office is responsible for managing the Bureau's capital and non-capital planning programs, developing multiyear project schedules, developing project requirements, and administering the interagency cost sharing programs which provides the funds to build and maintain overseas facilities. Responsibilities Participates in the establishment and maintenance of data standards, policies, and procedures within assigned sub-domains of OBO to promote data quality and Identifies specific data standards for elements within their assigned sub-domains; runs quality analysis to ensure compliance and effectiveness; and resolves identified data issues, researching solutions for complex problems when necessary. Assists in the development and implementation of data governance frameworks and data stewardship programs in compliance with federal regulations and DOS. Collaborates with data stewards and data users to enhance data accessibility and utility, contributing to an environment that supports data-driven decision-making, while maintaining the integrity of data and required security associated with classified (Secret) databases and systems. Manages assigned data assets, including metadata management, data cataloging, and the tracking of data quality metrics. Provides expert advisory and operational support and guidance to data stewards and data producers to resolve complex issues and cultivate a culture of high data quality and continuous improvement. Regularly briefs office leadership on the status of data standards and quality issues within their sub-domains, offering insights and recommendations. Maintains awareness of OBO and DOS broader data and analytics needs, as well as tools and approaches to address them in the short- and long-terms. Advises senior OBO management on potential benefits of automation and other strategies to improve the efficiency of program operations, as well as approaches for collecting, analyzing, interpreting, and communicating insights from data. Provides comprehensive internal and/or external data analyses, methodological, or system reviews, studies, projects, and data validation efforts up to the Secret level, to generate assessments of programmatic and managerial performance and vulnerabilities, as well as to identify effective administrative processes and those that are ineffective across bureau department lines. Recommends and implements adjustment measures and improvements.Uses software and/or programming languages (including Python, R, MS Power BI, Tableau etc.) to explore/group data, test hypotheses, predict outcomes, and inform decisions. Identifies and translates data analytics concepts, findings, and limitations into concise, written, and graphical analyses to evaluate the effectiveness of program operations which helps inform critical Office/Division policy and management decisions. Aligns findings and conclusions to the original problem statement, and team Research and designs presentations and interpretations of analytical outputs tailored to specific audiences. Analyzes new and existing legislation or regulations and revisions to determine impact on program operations and management and prepares reports and recommendations. Qualifications Required to be a United States Expert knowledge of state-of-the-art qualitative and quantitative analytical and evaluation methods and techniques to address bureau/office program management and program accountability needs within the wider context of departmental and USG management and resource goals and policies; advise on the potential benefits of automation and other strategies to improve the efficiency of program operations; identify effective and ineffective administrative processes across OBO/DOS lines; and recommend and implement adjustment measures and improvements. Knowledge of data governance principles, data quality management, and data stewardship practices. This includes an understanding of data cataloging, metadata management, and the creation and implementation of data quality metrics and standards. Comprehensive knowledge of data management/analytics tools, methodologies, and governance principles (including data quality management and data stewardship practices) in order to create an analytics plan; shape customer questions; leverage existing efforts to speed up analytics projects measuring the effectiveness and efficiency of OBO/DOS programs; establish and maintain data standards, policies, and procedures; develop specific data standards for elements; and develop and implement data governance frameworks and data stewardship programs. Comprehensive knowledge of OBO and specific organizations' mission, functions, program procedures, and organizational relationships, along with their viewpoints, goals and objectives, current initiatives, policies, and practices, to provide expert advice on management and programmatic issues, as well as actionable insights. Strong interpersonal, oral, and written communication skills to provide expert advice and guidance; write comprehensive policies, plans, and reports; defend recommendations; brief sensitive and controversial subjects; and provide guidance and instructions. Ability to use various software and/or programming languages (e.g., Python, R, MS Power BI, Tableau ) to explore/group data, test hypotheses, predict outcomes and inform decisions. The contractor must be granted a Secret security clearance prior to entry on duty and maintain such clearance throughout the period of employment. Medical precautions in the form of inoculations and other preventive medicines are routinely required for overseas travel, and some locations require special precautions regarding food and water consumption and personal safety. The contractor must have no existing pre-conditions that would prevent extensive overseas travel, including to developing countries which typically do not have the same sanitary, healthcare, and environmental conditions that exist in most of the United States. Program-Data Analyst III - A Bachelor's degree from an accredited institution and nine (9) years of related experience
09/07/2024
Full time
Overview This position is located in the Bureau of Overseas Buildings Operations (OBO), Planning and Real Estate Directorate (PRE), Office of Strategic Planning (OSP). The Office is responsible for managing the Bureau's capital and non-capital planning programs, developing multiyear project schedules, developing project requirements, and administering the interagency cost sharing programs which provides the funds to build and maintain overseas facilities. Responsibilities Participates in the establishment and maintenance of data standards, policies, and procedures within assigned sub-domains of OBO to promote data quality and Identifies specific data standards for elements within their assigned sub-domains; runs quality analysis to ensure compliance and effectiveness; and resolves identified data issues, researching solutions for complex problems when necessary. Assists in the development and implementation of data governance frameworks and data stewardship programs in compliance with federal regulations and DOS. Collaborates with data stewards and data users to enhance data accessibility and utility, contributing to an environment that supports data-driven decision-making, while maintaining the integrity of data and required security associated with classified (Secret) databases and systems. Manages assigned data assets, including metadata management, data cataloging, and the tracking of data quality metrics. Provides expert advisory and operational support and guidance to data stewards and data producers to resolve complex issues and cultivate a culture of high data quality and continuous improvement. Regularly briefs office leadership on the status of data standards and quality issues within their sub-domains, offering insights and recommendations. Maintains awareness of OBO and DOS broader data and analytics needs, as well as tools and approaches to address them in the short- and long-terms. Advises senior OBO management on potential benefits of automation and other strategies to improve the efficiency of program operations, as well as approaches for collecting, analyzing, interpreting, and communicating insights from data. Provides comprehensive internal and/or external data analyses, methodological, or system reviews, studies, projects, and data validation efforts up to the Secret level, to generate assessments of programmatic and managerial performance and vulnerabilities, as well as to identify effective administrative processes and those that are ineffective across bureau department lines. Recommends and implements adjustment measures and improvements.Uses software and/or programming languages (including Python, R, MS Power BI, Tableau etc.) to explore/group data, test hypotheses, predict outcomes, and inform decisions. Identifies and translates data analytics concepts, findings, and limitations into concise, written, and graphical analyses to evaluate the effectiveness of program operations which helps inform critical Office/Division policy and management decisions. Aligns findings and conclusions to the original problem statement, and team Research and designs presentations and interpretations of analytical outputs tailored to specific audiences. Analyzes new and existing legislation or regulations and revisions to determine impact on program operations and management and prepares reports and recommendations. Qualifications Required to be a United States Expert knowledge of state-of-the-art qualitative and quantitative analytical and evaluation methods and techniques to address bureau/office program management and program accountability needs within the wider context of departmental and USG management and resource goals and policies; advise on the potential benefits of automation and other strategies to improve the efficiency of program operations; identify effective and ineffective administrative processes across OBO/DOS lines; and recommend and implement adjustment measures and improvements. Knowledge of data governance principles, data quality management, and data stewardship practices. This includes an understanding of data cataloging, metadata management, and the creation and implementation of data quality metrics and standards. Comprehensive knowledge of data management/analytics tools, methodologies, and governance principles (including data quality management and data stewardship practices) in order to create an analytics plan; shape customer questions; leverage existing efforts to speed up analytics projects measuring the effectiveness and efficiency of OBO/DOS programs; establish and maintain data standards, policies, and procedures; develop specific data standards for elements; and develop and implement data governance frameworks and data stewardship programs. Comprehensive knowledge of OBO and specific organizations' mission, functions, program procedures, and organizational relationships, along with their viewpoints, goals and objectives, current initiatives, policies, and practices, to provide expert advice on management and programmatic issues, as well as actionable insights. Strong interpersonal, oral, and written communication skills to provide expert advice and guidance; write comprehensive policies, plans, and reports; defend recommendations; brief sensitive and controversial subjects; and provide guidance and instructions. Ability to use various software and/or programming languages (e.g., Python, R, MS Power BI, Tableau ) to explore/group data, test hypotheses, predict outcomes and inform decisions. The contractor must be granted a Secret security clearance prior to entry on duty and maintain such clearance throughout the period of employment. Medical precautions in the form of inoculations and other preventive medicines are routinely required for overseas travel, and some locations require special precautions regarding food and water consumption and personal safety. The contractor must have no existing pre-conditions that would prevent extensive overseas travel, including to developing countries which typically do not have the same sanitary, healthcare, and environmental conditions that exist in most of the United States. Program-Data Analyst III - A Bachelor's degree from an accredited institution and nine (9) years of related experience
Posting Open Until Filled General Description & Classification Standards The Department of Grants & Community Development (DGCD) provides management and oversight for the City of Atlanta's entitlement programs funded by the federal Department of Housing and Urban Development (HUD) and other associated grant programs, including but not limited to the Community Development Block Grants (CDBG) program, Home Investment Partnerships Act (HOME) program, Housing Opportunities for People With Aids (HOPWA), and the Emergency Solutions Grant Program (ESG) and assists with other grants within the department. This is a fully seasoned managerial level charged with responsibility for significant specialized functions within a department. Position manages a group of employees, typically with an intermediate supervisor, or a smaller group of specialized professional employees. Areas of responsibility are typically unique within the department. Supervision Received The Program Operations Manager reports directly to the Office of Program Operations Director. Direction received is general and focuses more on long-term and short-term operating objectives, organizational effectiveness, and operating results. Essential Duties & Responsibilities These are typical responsibilities for this position and should not be construed as exclusive or all-inclusive. May perform other duties as assigned. Oversee Management Analyst's, Senior Analyst's, and Lead/Assistant Grant Manager's job performance - this requires knowledge of those duties including managing a variety of federally funded contracts that include but are not limited to HOME, HOME-ARP, CDBG, CDBG-CARES Act, ESG, ESG-Cares Act, HOPWA, HOPWA-Cares Act, and manage other grants as established or as assigned Maintain a working knowledge of all grant program policies and procedures and follow these procedures as updated. Ensures staff understands and follows all grant policies and procedures Track all contracts and Program Office portfolios Assign or reassign staff contracts/portfolios as needed Negotiate and prepare contracting with funded agencies within 60 days of award for various projects Underwrite federal subsidies and provide risk analysis, project management, and project oversight for contracts in compliance with all federal rules and regulations Actively participate and assists in desk monitoring and full onsite or virtual monitoring of sub-recipients Assist in the facilitation of sub-recipient quarterly training and provides technical assistance where needed or requested Participate and complete assigned HUD trainings Assist with sub-recipient's performance and evaluation reports Monitor sub-recipients via IDIS, DRGR, HMIS, and other systems for compliance with CDBG, ESG, HOPWA, and HOME compliance triggers. Coordinate with the Office of Competitive Compliance Work with Financial Analysts to track and manage projects and assist in tracking program income received Provide data and input for the department's Annual Action Plan (AAP), 5-year Consolidated Plan, Consolidated Annual Performance Evaluation Report (CAPER), and other ad hoc reports for the department Assist with auditing previously funded and current portfolios for compliance and adherence to contract milestones/deliverables Maintain working knowledge of security deeds, Land Use Restriction Agreements (LURA), Promissory Notes, Intercreditor Agreements, subordination agreements, and other real estate documents as required Collect and analyze data submitted by agencies to report within Oracle, SharePoint, IDIS, DRGR, HMIS, and other relevant databases to ensure accuracy Recommends corrective action for Subrecipients, Developers, and Project Sponsors Assist in the NOFA/evaluation process by reviewing and scoring assigned grant applications with detailed reviews and feedback for recommendation of funding Work collaboratively with all divisions of DGCD Review projects for applicability and level of Environmental Review required: Exempt, CENST, CEST, Environmental Assessment, or Environmental Impact Statement. Assists Program Office in maintaining all Environmental Review clearances Review and assess documents assembled by developers including project descriptions, budgets, acquisition documents, Phase I and Phase II reports, work specifications, maps, photographs, and other information Examine projects for factors including airport hazards, coastal barriers, flood plains, air quality, contamination and toxic substances, endangered species, explosive and flammable hazards, farmland protection, historic preservation, wetlands protection, noise abatement and control, sole source aquifers, and relocation plans Assist in assigning and distributing projects and tasks Ensure project files are completed accurately and comply with applicable guidelines and standards Review documentation for project files to ensure that sub-recipients are appropriately expending awarded funds Draft/update programmatic policies, procedures, and SO Ensure IDIS flags are cleared Completes goal setting with staff quarterly and tracks staff performance Active participation in Interdisciplinary Team Meetings with coordination between the Office of Fiscal Operations and Competitive Compliance Coordinate with the Program Operations Manager and/or Program Operations Manager on all issues, concerns, or requests concerning sub-recipients or staff Provide input for SOP development and implementation for the Position will perform other duties as assigned Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. Knowledge of HUD entitlement grants, municipal government administration, and functions Knowledge of federal grant guidelines (i.e., 2 CFR Part 200, etc.) Excellent team-working and team-building skills ("Team Player") Excellent verbal and written communication, interpersonal, and relationship-building skills to effectively work with a broad spectrum of stakeholders Knowledge of principles and practices of grant administration and management to include applicable federal and state laws, rules, and regulations High energy and a passion for service and the strategic direction of the city, particularly as it relates to serving individuals with special housing and service needs High emotional intelligence Highly industrious with a strong work ethic; a sense of urgency/impatience for action Integrity and humility that encourages and inspires constituents, a strong sense of judgment/business discernment Able to thrive under pressure, consistently meeting expectations and commitments on tight deadlines Knowledge of IDIS, Oracle, Microsoft Teams, Share Point, HMIS, and Neighborly Software Able to plan and organize work, communicate both orally and in writing, maintain effective working relationships, and gather, analyze, and synthesize data
09/05/2024
Full time
Posting Open Until Filled General Description & Classification Standards The Department of Grants & Community Development (DGCD) provides management and oversight for the City of Atlanta's entitlement programs funded by the federal Department of Housing and Urban Development (HUD) and other associated grant programs, including but not limited to the Community Development Block Grants (CDBG) program, Home Investment Partnerships Act (HOME) program, Housing Opportunities for People With Aids (HOPWA), and the Emergency Solutions Grant Program (ESG) and assists with other grants within the department. This is a fully seasoned managerial level charged with responsibility for significant specialized functions within a department. Position manages a group of employees, typically with an intermediate supervisor, or a smaller group of specialized professional employees. Areas of responsibility are typically unique within the department. Supervision Received The Program Operations Manager reports directly to the Office of Program Operations Director. Direction received is general and focuses more on long-term and short-term operating objectives, organizational effectiveness, and operating results. Essential Duties & Responsibilities These are typical responsibilities for this position and should not be construed as exclusive or all-inclusive. May perform other duties as assigned. Oversee Management Analyst's, Senior Analyst's, and Lead/Assistant Grant Manager's job performance - this requires knowledge of those duties including managing a variety of federally funded contracts that include but are not limited to HOME, HOME-ARP, CDBG, CDBG-CARES Act, ESG, ESG-Cares Act, HOPWA, HOPWA-Cares Act, and manage other grants as established or as assigned Maintain a working knowledge of all grant program policies and procedures and follow these procedures as updated. Ensures staff understands and follows all grant policies and procedures Track all contracts and Program Office portfolios Assign or reassign staff contracts/portfolios as needed Negotiate and prepare contracting with funded agencies within 60 days of award for various projects Underwrite federal subsidies and provide risk analysis, project management, and project oversight for contracts in compliance with all federal rules and regulations Actively participate and assists in desk monitoring and full onsite or virtual monitoring of sub-recipients Assist in the facilitation of sub-recipient quarterly training and provides technical assistance where needed or requested Participate and complete assigned HUD trainings Assist with sub-recipient's performance and evaluation reports Monitor sub-recipients via IDIS, DRGR, HMIS, and other systems for compliance with CDBG, ESG, HOPWA, and HOME compliance triggers. Coordinate with the Office of Competitive Compliance Work with Financial Analysts to track and manage projects and assist in tracking program income received Provide data and input for the department's Annual Action Plan (AAP), 5-year Consolidated Plan, Consolidated Annual Performance Evaluation Report (CAPER), and other ad hoc reports for the department Assist with auditing previously funded and current portfolios for compliance and adherence to contract milestones/deliverables Maintain working knowledge of security deeds, Land Use Restriction Agreements (LURA), Promissory Notes, Intercreditor Agreements, subordination agreements, and other real estate documents as required Collect and analyze data submitted by agencies to report within Oracle, SharePoint, IDIS, DRGR, HMIS, and other relevant databases to ensure accuracy Recommends corrective action for Subrecipients, Developers, and Project Sponsors Assist in the NOFA/evaluation process by reviewing and scoring assigned grant applications with detailed reviews and feedback for recommendation of funding Work collaboratively with all divisions of DGCD Review projects for applicability and level of Environmental Review required: Exempt, CENST, CEST, Environmental Assessment, or Environmental Impact Statement. Assists Program Office in maintaining all Environmental Review clearances Review and assess documents assembled by developers including project descriptions, budgets, acquisition documents, Phase I and Phase II reports, work specifications, maps, photographs, and other information Examine projects for factors including airport hazards, coastal barriers, flood plains, air quality, contamination and toxic substances, endangered species, explosive and flammable hazards, farmland protection, historic preservation, wetlands protection, noise abatement and control, sole source aquifers, and relocation plans Assist in assigning and distributing projects and tasks Ensure project files are completed accurately and comply with applicable guidelines and standards Review documentation for project files to ensure that sub-recipients are appropriately expending awarded funds Draft/update programmatic policies, procedures, and SO Ensure IDIS flags are cleared Completes goal setting with staff quarterly and tracks staff performance Active participation in Interdisciplinary Team Meetings with coordination between the Office of Fiscal Operations and Competitive Compliance Coordinate with the Program Operations Manager and/or Program Operations Manager on all issues, concerns, or requests concerning sub-recipients or staff Provide input for SOP development and implementation for the Position will perform other duties as assigned Knowledge, Skills & Abilities This is a partial listing of necessary knowledge, skills, and abilities required to perform the job successfully. It is not an exhaustive list. Knowledge of HUD entitlement grants, municipal government administration, and functions Knowledge of federal grant guidelines (i.e., 2 CFR Part 200, etc.) Excellent team-working and team-building skills ("Team Player") Excellent verbal and written communication, interpersonal, and relationship-building skills to effectively work with a broad spectrum of stakeholders Knowledge of principles and practices of grant administration and management to include applicable federal and state laws, rules, and regulations High energy and a passion for service and the strategic direction of the city, particularly as it relates to serving individuals with special housing and service needs High emotional intelligence Highly industrious with a strong work ethic; a sense of urgency/impatience for action Integrity and humility that encourages and inspires constituents, a strong sense of judgment/business discernment Able to thrive under pressure, consistently meeting expectations and commitments on tight deadlines Knowledge of IDIS, Oracle, Microsoft Teams, Share Point, HMIS, and Neighborly Software Able to plan and organize work, communicate both orally and in writing, maintain effective working relationships, and gather, analyze, and synthesize data
About Lumen Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. Lumen's commitment to workplace inclusion and employee support shines bright. We've made the Newsweek 2024 Greatest Workplaces for Diversity list and achieved a perfect score of 100 on the Human Rights Campaign Corporate Equality Index (CEI) for the fifth consecutive year. Plus, we're the top employer in the communications and telecom industry, ranking 12th overall across all industries in The American Opportunity Index. We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future. The Role Are you an upcoming graduating senior with a passion for finance or accounting, eager to transform businesses and grow your career with a Fortune 150 Company? Launch your finance career with the Finance & Accounting Rotation Program ("FAR") at Lumen. We are currently seeking candidates who are driven and highly motivated individuals to join FAR in July 2025. Position Location Denver, CO All program participants are expected to be in Denver, CO during the 2-year rotational program. The work schedule will be hybrid/in office in Lumen's Denver location, with the flexibility to work from home a few days a week. Relocation assistance will be provided for out-of-state candidates. The Main Responsibilities The FAR program is made up of four, six-month rotational assignments, allowing early in career professionals the opportunity to pivot through several different areas within the Finance organization to optimize their learning and exposure across the organization. FAR is a highly competitive program designed to accelerate your career path. Beyond the four rotational assignments, FAR participants will complete mentorship programs and supplemental classroom activities and executive seminars that focus on leadership and business competencies, technical skills, and the economics of the industry. What can you expect throughout the 2-year program? Four rotational opportunities across the Finance Organization, providing a unique strategic perspective and a wide network including key leaders who will contribute to your career progression, supporting both technical and leadership skill development. Rotational assignments may include: Accounting Financial Planning & Analysis (FP&A) Internal Audit Investor Relations Procurement and Supply Chain Analytics Real Estate Tax Treasury and Debt Capital Markets What We Look For in a Candidate We are looking for top caliber upcoming/new graduates with the following: Currently enrolled in Accounting, Finance or a major oriented toward Quantitative Analysis with exposure to Finance and Accounting curriculum (bachelor's degree must be completed prior to 1st day of employment) Superior record of achievement, both within and outside the classroom Strong interpersonal, communication and leadership skills Intellectually curious with a desire to understand and improve processes Experience with financial modeling, Excel, PowerPoint and Data Visualization and Analytics Exposure to key operational and financial accounting concepts, including inventory, procurement, payables, receivables, expense, and revenue U.S. Work Authorization REQUIRED Compensation The starting salary for this role differs based on the employee's primary work location. Employees typically do not start at the top of the range, though compensation depends on each individual's qualifications. Location Based Pay Ranges $51410 - $68540 in these states: AR, ID, KY, LA, ME, MS, NE, SC, and SD. $54110 - $72140 in these states: AZ, AL, FL, GA, IN, IA, KS, MO, MT, NM, ND, OH, OK, PA, TN, UT, VT, WV, WI, and WY. $56820 - $75750 in these states: CO, HI, MI, MN, NV, NH, NC, OR, and RI. $59520 - $79360 in these states: AK, CA, CT, DE, DC, IL, MD, MA, NJ, NY, TX, VA, and WA. As with the pay range variety that's based on the region of a country, specific offers are determined by various factors such as experience, education, skills, certifications and other business needs. What to Expect Next Based on your job application information you may be given the opportunity to complete a video interview immediately after applying. This will include a set of questions for you to record a response to in addition to Game Challenges. Completion of this video interview is a requirement in order to be considered for our open position. Now not a good time? No worries, we will also send you an email with a link to complete the video interview. We strongly recommend that you complete this within 5 days of your application date. Requisition #: 334945 Background Screening If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Equal Employment Opportunities We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. Disclaimer The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. Salary Range Salary Min : 51410 Salary Max : 79360 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. We're able to answer any additional questions you may have as you move through the selection process. As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here. Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name. Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions. Application Deadline 12/02/2024
09/04/2024
Full time
About Lumen Lumen connects the world. We are igniting business growth by connecting people, data and applications - quickly, securely, and effortlessly. Together, we are building a culture and company from the people up - committed to teamwork, trust and transparency. People power progress. Lumen's commitment to workplace inclusion and employee support shines bright. We've made the Newsweek 2024 Greatest Workplaces for Diversity list and achieved a perfect score of 100 on the Human Rights Campaign Corporate Equality Index (CEI) for the fifth consecutive year. Plus, we're the top employer in the communications and telecom industry, ranking 12th overall across all industries in The American Opportunity Index. We're looking for top-tier talent and offer the flexibility you need to thrive and deliver lasting impact. Join us as we digitally connect the world and shape the future. The Role Are you an upcoming graduating senior with a passion for finance or accounting, eager to transform businesses and grow your career with a Fortune 150 Company? Launch your finance career with the Finance & Accounting Rotation Program ("FAR") at Lumen. We are currently seeking candidates who are driven and highly motivated individuals to join FAR in July 2025. Position Location Denver, CO All program participants are expected to be in Denver, CO during the 2-year rotational program. The work schedule will be hybrid/in office in Lumen's Denver location, with the flexibility to work from home a few days a week. Relocation assistance will be provided for out-of-state candidates. The Main Responsibilities The FAR program is made up of four, six-month rotational assignments, allowing early in career professionals the opportunity to pivot through several different areas within the Finance organization to optimize their learning and exposure across the organization. FAR is a highly competitive program designed to accelerate your career path. Beyond the four rotational assignments, FAR participants will complete mentorship programs and supplemental classroom activities and executive seminars that focus on leadership and business competencies, technical skills, and the economics of the industry. What can you expect throughout the 2-year program? Four rotational opportunities across the Finance Organization, providing a unique strategic perspective and a wide network including key leaders who will contribute to your career progression, supporting both technical and leadership skill development. Rotational assignments may include: Accounting Financial Planning & Analysis (FP&A) Internal Audit Investor Relations Procurement and Supply Chain Analytics Real Estate Tax Treasury and Debt Capital Markets What We Look For in a Candidate We are looking for top caliber upcoming/new graduates with the following: Currently enrolled in Accounting, Finance or a major oriented toward Quantitative Analysis with exposure to Finance and Accounting curriculum (bachelor's degree must be completed prior to 1st day of employment) Superior record of achievement, both within and outside the classroom Strong interpersonal, communication and leadership skills Intellectually curious with a desire to understand and improve processes Experience with financial modeling, Excel, PowerPoint and Data Visualization and Analytics Exposure to key operational and financial accounting concepts, including inventory, procurement, payables, receivables, expense, and revenue U.S. Work Authorization REQUIRED Compensation The starting salary for this role differs based on the employee's primary work location. Employees typically do not start at the top of the range, though compensation depends on each individual's qualifications. Location Based Pay Ranges $51410 - $68540 in these states: AR, ID, KY, LA, ME, MS, NE, SC, and SD. $54110 - $72140 in these states: AZ, AL, FL, GA, IN, IA, KS, MO, MT, NM, ND, OH, OK, PA, TN, UT, VT, WV, WI, and WY. $56820 - $75750 in these states: CO, HI, MI, MN, NV, NH, NC, OR, and RI. $59520 - $79360 in these states: AK, CA, CT, DE, DC, IL, MD, MA, NJ, NY, TX, VA, and WA. As with the pay range variety that's based on the region of a country, specific offers are determined by various factors such as experience, education, skills, certifications and other business needs. What to Expect Next Based on your job application information you may be given the opportunity to complete a video interview immediately after applying. This will include a set of questions for you to record a response to in addition to Game Challenges. Completion of this video interview is a requirement in order to be considered for our open position. Now not a good time? No worries, we will also send you an email with a link to complete the video interview. We strongly recommend that you complete this within 5 days of your application date. Requisition #: 334945 Background Screening If you are selected for a position, there will be a background screen, which may include checks for criminal records and/or motor vehicle reports and/or drug screening, depending on the position requirements. For more information on these checks, please refer to the Post Offer section of our FAQ page . Job-related concerns identified during the background screening may disqualify you from the new position or your current role. Background results will be evaluated on a case-by-case basis. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Equal Employment Opportunities We are committed to providing equal employment opportunities to all persons regardless of race, color, ancestry, citizenship, national origin, religion, veteran status, disability, genetic characteristic or information, age, gender, sexual orientation, gender identity, gender expression, marital status, family status, pregnancy, or other legally protected status (collectively, "protected statuses"). We do not tolerate unlawful discrimination in any employment decisions, including recruiting, hiring, compensation, promotion, benefits, discipline, termination, job assignments or training. Disclaimer The job responsibilities described above indicate the general nature and level of work performed by employees within this classification. It is not intended to include a comprehensive inventory of all duties and responsibilities for this job. Job duties and responsibilities are subject to change based on evolving business needs and conditions. Salary Range Salary Min : 51410 Salary Max : 79360 This information reflects the anticipated base salary range for this position based on current national data. Minimums and maximums may vary based on location. Individual pay is based on skills, experience and other relevant factors. This position is eligible for either short-term incentives or sales compensation. Director and VP positions also are eligible for long-term incentive. To learn more about our bonus structure, you can view additional information here. We're able to answer any additional questions you may have as you move through the selection process. As part of our comprehensive benefits package, Lumen offers a broad range of Health, Life, Voluntary Lifestyle and other benefits and perks that enhance your physical, mental, emotional and financial wellbeing. You can learn more by clicking here. Please be advised that Lumen does not require any form of payment from job applicants during the recruitment process. All legitimate job openings will be posted on our official website or communicated through official company email addresses. If you encounter any job offers that request payment in exchange for employment at Lumen, they are not for employment with us, but may relate to another company with a similar name. Note: For union-represented postings, wage rates and ranges are governed by applicable collective bargaining agreement provisions. Application Deadline 12/02/2024
JOB SUMMARY The Special Assets Analyst supports the Special Assets team with day-to-day management of Classified C&I and commercial real estate/multifamily loans and assists with reporting and litigation matters. Collaborates/works with Special Assets Team Leads and Officers while supporting efforts to preserve principal and prevent charge-offs. Maintains compliance with policy, procedure and lending regulations. Salary Range- $84,878 - $168,058 JOB RESPONSIBILITIES Conducts market research and analysis to assist Special Assets Officers and TL's with Classified loan remediation efforts. Assists with creating/auditing documents requested by third party consultants including loan officers, attorneys, and appraisers. Assists with creation of relevant documents related to forecasting and other monthly/quarterly reporting requirements. Supports Special Assets Officers and TL's with implementing actions and workout strategies. Acts as a liaison when needed for internal/external stakeholders. Run financial spreads and modeling as required. Reviews and maintains recurrent status reports from outside counsel, detailing loan status in the legal process and making updates as required. Maintains file records and transition to document retention and retrieval. Completes self-audits for key processes to maintain files and assist in audit documentation requests. ADDITIONAL ACCOUNTABILITIES Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. JOB REQUIREMENTS Required Qualifications: Education level required: Undergraduate Degree (4 years or equivalent) Business Administration, Finance, or related field. Minimum experience required: 3+ Years within the Loan Workout/Special Assets field, preferably at an OCC regulated institution. Preferred Qualifications: Familiarity with various loan databases. Job Competencies: Excellent knowledge of and ability to interpret real estate documentation. Excellent knowledge of real estate policies, procedures and related lending laws. Computer literate with proficiency in Word and Excel. Excellent verbal and written communication skills. Excellent organizational skills with ability to multitask. Detail oriented and ability to prioritize workload. Ability to work independently. Ability to perform mathematical calculations.
08/31/2024
Full time
JOB SUMMARY The Special Assets Analyst supports the Special Assets team with day-to-day management of Classified C&I and commercial real estate/multifamily loans and assists with reporting and litigation matters. Collaborates/works with Special Assets Team Leads and Officers while supporting efforts to preserve principal and prevent charge-offs. Maintains compliance with policy, procedure and lending regulations. Salary Range- $84,878 - $168,058 JOB RESPONSIBILITIES Conducts market research and analysis to assist Special Assets Officers and TL's with Classified loan remediation efforts. Assists with creating/auditing documents requested by third party consultants including loan officers, attorneys, and appraisers. Assists with creation of relevant documents related to forecasting and other monthly/quarterly reporting requirements. Supports Special Assets Officers and TL's with implementing actions and workout strategies. Acts as a liaison when needed for internal/external stakeholders. Run financial spreads and modeling as required. Reviews and maintains recurrent status reports from outside counsel, detailing loan status in the legal process and making updates as required. Maintains file records and transition to document retention and retrieval. Completes self-audits for key processes to maintain files and assist in audit documentation requests. ADDITIONAL ACCOUNTABILITIES Performs special projects, and additional duties and responsibilities as required. Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations. JOB REQUIREMENTS Required Qualifications: Education level required: Undergraduate Degree (4 years or equivalent) Business Administration, Finance, or related field. Minimum experience required: 3+ Years within the Loan Workout/Special Assets field, preferably at an OCC regulated institution. Preferred Qualifications: Familiarity with various loan databases. Job Competencies: Excellent knowledge of and ability to interpret real estate documentation. Excellent knowledge of real estate policies, procedures and related lending laws. Computer literate with proficiency in Word and Excel. Excellent verbal and written communication skills. Excellent organizational skills with ability to multitask. Detail oriented and ability to prioritize workload. Ability to work independently. Ability to perform mathematical calculations.
Job Description The Role: Rating Analyst - Structured Finance Ratings - ABS The Location: Centennial, CO Grade Level (internal purposes only) : 9 The Team: The Rating Analyst supports and assists the Asset-Backed Securities (ABS) analytical team in all aspects of the ratings process. The Impact: As a Rating Analyst, you will be working as part of the Asset-Backed Securities (ABS) team in the Structured Finance Ratings group at Standard & Poor's Ratings Services. The qualified Rating Analyst will support the new issuance and surveillance analytical process for assessing ABS transactions supported by pools of consumer or commercial assets. This role blends quantitative modeling, client-facing interactions, and credit analysis. The Rating Analyst will produce quantitative analytics for asset class securitizations such as auto loans, auto leases and equipment loan/leases. The Analyst will review documents, assess the credit profile of collateral pools, build financial models, and conduct cash flow analyses to determine the credit rating impact of stress tests to the structures and enhancement levels under various economic scenarios. The Analyst will also participate actively in credit rating committees with senior analysts. What's in it for you: Structured finance is an important sector of the capital markets and is a key funding source and growth driver for many areas of the economy, including the automotive industry, higher education, and real estate. If you are interested in helping to facilitate this growth while challenging yourself in a fast-paced environment, this is the right position for you. It offers the opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed, you must be comfortable with quantitative analysis and have a knack for problem solving. Candidate should also be interested in developing into full-fledged credit analyst over time. Responsibilities: Create financial models for various types of U.S. ABS transaction securitizations. Analyze cash flow characteristics of collateral pools. Review third-party model output and reconcile with cash flow results from internal models. Perform cash flow analysis, synthesize results, and present findings in a timely manner for rating committees with senior analysts. Work with collateral pool stratifications and cash flow output. Update performance data and collateral information for ABS transactions. Conducting research and work to assist in the preparation of documents and presentations for rating committees. Attending and participating in ratings committee meetings. Gain proficiency in the use of ratings criteria. Conduct detailed reviews of legal and operating documents to ensure compliance with criteria and identify issues with the transaction structure. What We're Looking For: Basic Requirements: BS or BA in finance or economics preferred 2+ years of relevant work experience preferred Experience in coding (C++, R, Python, SQL, MATLAB etc.) Strong work ethic and ability to work well both independently and as part a team Strong ability to work with financial models and data, including cash flow and credit models Ability to work in a deadline-driven environment Strong communication skills and ability to interact confidently with clients Strong computer skills, including MS Word, Excel and PowerPoint Highly organized, detail-oriented and possess the ability to multitask Return to Work Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return-to-Work initiative (link to career site page when available), we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. Compensation/Benefits Information: (US ONLY) S&P Global states that the anticipated base salary range for this position is $58,300, to $115,850. Base salary ranges may vary by geographic location. This role is eligible to receive S&P Global benefits. For more information on the benefits we provide to our employees, visit This role is limited to persons with indefinite right to work in the United States. About Company Statement: S&P Global delivers essential intelligence that powers decision making. We provide the world's leading organizations with the right data, connected technologies and expertise they need to move ahead. As part of our team, you'll help solve complex challenges that equip businesses, governments and individuals with the knowledge to adapt to a changing economic landscape. S&P Global Ratings offers critical insights for credit, risk and sustainable finance solutions that are essential to translating complexity into clarity, so market participants can uncover opportunities. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), RATNGS202.1 - Middle Professional Tier I (EEO Job Group) Job ID: 274103 Posted On: 2022-10-04 Location: Centennial, Colorado, United States
10/05/2022
Full time
Job Description The Role: Rating Analyst - Structured Finance Ratings - ABS The Location: Centennial, CO Grade Level (internal purposes only) : 9 The Team: The Rating Analyst supports and assists the Asset-Backed Securities (ABS) analytical team in all aspects of the ratings process. The Impact: As a Rating Analyst, you will be working as part of the Asset-Backed Securities (ABS) team in the Structured Finance Ratings group at Standard & Poor's Ratings Services. The qualified Rating Analyst will support the new issuance and surveillance analytical process for assessing ABS transactions supported by pools of consumer or commercial assets. This role blends quantitative modeling, client-facing interactions, and credit analysis. The Rating Analyst will produce quantitative analytics for asset class securitizations such as auto loans, auto leases and equipment loan/leases. The Analyst will review documents, assess the credit profile of collateral pools, build financial models, and conduct cash flow analyses to determine the credit rating impact of stress tests to the structures and enhancement levels under various economic scenarios. The Analyst will also participate actively in credit rating committees with senior analysts. What's in it for you: Structured finance is an important sector of the capital markets and is a key funding source and growth driver for many areas of the economy, including the automotive industry, higher education, and real estate. If you are interested in helping to facilitate this growth while challenging yourself in a fast-paced environment, this is the right position for you. It offers the opportunity to work in a collegial culture with great potential for professional development and career growth. To succeed, you must be comfortable with quantitative analysis and have a knack for problem solving. Candidate should also be interested in developing into full-fledged credit analyst over time. Responsibilities: Create financial models for various types of U.S. ABS transaction securitizations. Analyze cash flow characteristics of collateral pools. Review third-party model output and reconcile with cash flow results from internal models. Perform cash flow analysis, synthesize results, and present findings in a timely manner for rating committees with senior analysts. Work with collateral pool stratifications and cash flow output. Update performance data and collateral information for ABS transactions. Conducting research and work to assist in the preparation of documents and presentations for rating committees. Attending and participating in ratings committee meetings. Gain proficiency in the use of ratings criteria. Conduct detailed reviews of legal and operating documents to ensure compliance with criteria and identify issues with the transaction structure. What We're Looking For: Basic Requirements: BS or BA in finance or economics preferred 2+ years of relevant work experience preferred Experience in coding (C++, R, Python, SQL, MATLAB etc.) Strong work ethic and ability to work well both independently and as part a team Strong ability to work with financial models and data, including cash flow and credit models Ability to work in a deadline-driven environment Strong communication skills and ability to interact confidently with clients Strong computer skills, including MS Word, Excel and PowerPoint Highly organized, detail-oriented and possess the ability to multitask Return to Work Have you taken time out for caring responsibilities and are now looking to return to work? As part of our Return-to-Work initiative (link to career site page when available), we are encouraging enthusiastic and talented returners to apply, and will actively support your return to the workplace. Compensation/Benefits Information: (US ONLY) S&P Global states that the anticipated base salary range for this position is $58,300, to $115,850. Base salary ranges may vary by geographic location. This role is eligible to receive S&P Global benefits. For more information on the benefits we provide to our employees, visit This role is limited to persons with indefinite right to work in the United States. About Company Statement: S&P Global delivers essential intelligence that powers decision making. We provide the world's leading organizations with the right data, connected technologies and expertise they need to move ahead. As part of our team, you'll help solve complex challenges that equip businesses, governments and individuals with the knowledge to adapt to a changing economic landscape. S&P Global Ratings offers critical insights for credit, risk and sustainable finance solutions that are essential to translating complexity into clarity, so market participants can uncover opportunities. ----------------------------------------------------------- Equal Opportunity Employer S&P Global is an equal opportunity employer and all qualified candidates will receive consideration for employment without regard to race/ethnicity, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, military veteran status, unemployment status, or any other status protected by law. Only electronic job submissions will be considered for employment. If you need an accommodation during the application process due to a disability, please send an email to: and your request will be forwarded to the appropriate person. US Candidates Only: The EEO is the Law Poster describes discrimination protections under federal law. ----------------------------------------------------------- 20 - Professional (EEO-2 Job Categories-United States of America), RATNGS202.1 - Middle Professional Tier I (EEO Job Group) Job ID: 274103 Posted On: 2022-10-04 Location: Centennial, Colorado, United States
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued colleague on our team, you will assist the team with assessing and identifying potential risks that may threaten our reputation, safety, security, and/or financial success, as well as participate with the team in communicating and collaborating with key stakeholders across the enterprise and understanding business objectives. THE IMPACT YOU WILL MAKEThe Multifamily Senior Risk Analyst role will support oversight of activities of the Multifamily business. This role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Assist team with monitoring and reporting of Multifamily credit quality, risk exposures and key trends* Perform risk reviews and provide effective challenge of various areas of the Multifamily business that the team has oversight of including strategies and methodologies to mitigate risk* Document and present findings and/or conclusions of analysis to key stakeholders and senior management in thoughtful and persuasive manner* Partner with Multifamily and other stakeholders to carry out business strategies that will drive success and ensure safety and soundness in the face of shifting market conditions and regulationsQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experience * 2 years of related experience* Prior experience performing financial and trend analysis and reporting findings* Prior experience with credit risk, loan quality analysis, compliance monitoring, or risk assessment and risk management* Strong communication skills both written and verbal* Advanced Excel skills* Bachelor's degree or equivalentDesired Experiences* Multifamily or commercial real estate experience strongly preferred* Experience with Delegated Underwriting and Servicing (DUS) program preferred* 5+ years of related experience * Skilled in business intelligence tools such as TableauAdditional Information: REF8811QThe future is what you make it to be. Discover compelling opportunities at careers.fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/27/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: As a valued colleague on our team, you will assist the team with assessing and identifying potential risks that may threaten our reputation, safety, security, and/or financial success, as well as participate with the team in communicating and collaborating with key stakeholders across the enterprise and understanding business objectives. THE IMPACT YOU WILL MAKEThe Multifamily Senior Risk Analyst role will support oversight of activities of the Multifamily business. This role will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities:* Assist team with monitoring and reporting of Multifamily credit quality, risk exposures and key trends* Perform risk reviews and provide effective challenge of various areas of the Multifamily business that the team has oversight of including strategies and methodologies to mitigate risk* Document and present findings and/or conclusions of analysis to key stakeholders and senior management in thoughtful and persuasive manner* Partner with Multifamily and other stakeholders to carry out business strategies that will drive success and ensure safety and soundness in the face of shifting market conditions and regulationsQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Minimum Required Experience * 2 years of related experience* Prior experience performing financial and trend analysis and reporting findings* Prior experience with credit risk, loan quality analysis, compliance monitoring, or risk assessment and risk management* Strong communication skills both written and verbal* Advanced Excel skills* Bachelor's degree or equivalentDesired Experiences* Multifamily or commercial real estate experience strongly preferred* Experience with Delegated Underwriting and Servicing (DUS) program preferred* 5+ years of related experience * Skilled in business intelligence tools such as TableauAdditional Information: REF8811QThe future is what you make it to be. Discover compelling opportunities at careers.fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing, flexible environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense amount of transactions throughout the life of our investment and funding vehicles. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKE An Accounting - Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: Partner in assessing operational impacts of key business activities that underlie accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Own portions of the monthly financial close process, such as ensuring subledger systems appropriately record transactions into the general ledgerQualifications: THE EXPERIENCE YOU BRING TO THE TEAM Basic Qualifications * Bachelor's degree or equivalent * 1+ years of related experience required * Advanced proficiency in Excel required Preferred Qualifications * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * Public accounting, consulting and/or financial services experience* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Experience implementing new SEC and/or FASB accounting standards, including GAAP principles* Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Job Reference ID: REF9738Q The future is what you make it to be. Discover compelling opportunities at careers. fanniemae.com.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
02/26/2022
Full time
Company Description: At Fannie Mae, futures are made. The inspiring work we do makes an affordable home a reality and a difference in the lives of Americans. Every day offers compelling opportunities to impact the future of the housing industry while being part of an inclusive team thriving in an energizing environment. Here, you will help lead our industry forward and make your career. Job Description: The Controller's division at Fannie Mae is fast paced, with dedicated individuals all working for the betterment of the housing industry and doing their part to support our mission. The team is responsible for all aspects of accounting operations, including the timely and accurate accounting and reporting of Fannie Mae's loans, mortgage-backed securities, and single-family real estate owned properties, as well as funding and risk management instruments. As part of this team, you will engage with highly motivated professionals who seek to continuously learn, grow and add value to the organization every day. These are talented professionals like yourself - accountants, as well as financial and economic modelers and analysts who perform related financial functions such as pricing valuations, credit reserves, and forecasts of home prices. The work is complex, interesting, and will stretch your knowledge of how a robust accounting system handles an immense number of transactions throughout the life of a mortgage loan. As a valued colleague on our team, you will have the opportunity to support accounting functions in Loan Accounting, Capital Markets and Multifamily Accounting and Financial Reporting through Fannie Mae's rotational program which will allow you to further expand and enhance your skills, expertise, and continue your career development. Are you ready to join the leading source of mortgage financing and help shape the future of the industry? THE IMPACT YOU WILL MAKEAn Accounting -- Senior Associate role in our Controller's Organization will offer you the flexibility to make each day your own, while working alongside people who care so that you can deliver on the following responsibilities: * Partner in assessing operational impacts of key business activities that underly accounting responsibilities. * Develop reports to document assets, liabilities, profit and loss, tax liability, and/or other financial activities and results. * Gather, document, and maintain financial information from relevant finance and accounting sources. * Perform deep analytics and reporting on business and financial information to provide insights to stakeholders, make projections of prospective financial performance and determine appropriate treatment. * Interact, collaborate, and problem solve directly with finance and key business partners, including finance, accounting, and legal teams, as well as internal and external auditors. * Design and execute accounting and financial operations processes and related controls. Qualifications: THE EXPERIENCE YOU BRING TO THE TEAMMinimum Required Experience* 2 years* Advanced proficiency in Excel required Desired Experience* Bachelor's degree or equivalent * Area of study in Accounting, Business, Finance or Economics * Certified as a public accountant (CPA) or functional equivalent * 4 years of experience in public accounting, consulting and/or financial services preferred* Previous operational accounting experience in a large company setting * Demonstrated ability to work with and challenge business contacts to interpret issues and properly apply finance and accounting principles in operational processes, systems, and reporting * Strong understanding of the monthly close process * Ability to resolve issues and exceptions in a timely and professional manner * Ability to identify opportunities to streamline and automate * Strong analytical and communication skills with the ability to interact and collaborate with employees at all levels, including senior management * Experience with robust reporting tools such as Tableau and Business Objects to visualize and analyze data Additional Information: Requisition ID: REF9741N The future is what you make it to be. Discover compelling opportunities at Fanniemae. com/careers.Fannie Mae is an Equal Opportunity Employer, which means we are committed to fostering a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, religion, national origin, gender, gender identity, sexual orientation, personal appearance, protected veteran status, disability, age, or other legally protected status. For individuals with disabilities who would like to request an accommodation in the application process, email us at .
nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. The nCino Credit Solutions Advisor (CSA) is the nCino product subject matter expert for Spreads, Commercial Real Estate Analysis, and other credit-related functions (herein after referred to collectively as "spreads"). CSA involvement can span all phases of the Account Lifecycle, from Sales, Implementation and through Support. The CSA is the primary source of configuration expertise and effort for spreads and CRE, as well as the primary consultant for other nCino Employees and Implementation Consultants who may be doing this work. The CSA will be responsible for multiple spreads consulting and configuration projects running concurrently. A CSA must be comfortable speaking to - and demonstrating - nCino Spreads' capabilities and limitations in any environment, from meeting rooms with fellow nCino employees to Board Rooms with Enterprise client Executive Management, to Partner-run project teams, as well as the Credit Shops of nCino's clients. This individual must be able to communicate clearly to CSA Management and to Product Development any bugs found during configuration and testing, as well as any additional functional needs for a client or for the product. They will also assess, gather and document the technical requirements for spreads from the client. From there, they must be able to translate those requirements into actual spreads functionality for the client.The CSA will also be asked to over-see work being done by Implementation Consultants for our clients.They must be able to assess the level of effort and provide detailed quotes for the work, to be included in client contracts. Must be able to work independently, and sometimes remotely at client locations, without direct daily supervision. Must be able to meet deadlines for completing work. Responsibilities Scope spreads projects through client and partner interaction. Attain examples of existing spreads and document the needs. Prepare hourly estimate and cost/quotes for the Sales and Project teams' use. Discovery. Typically on-site with clients, walking through examples of current underwriting approaches for each applicable line of business with in the FI. Develop and document a thorough understanding of the underwriting and approval processes. Make recommendations to client and nCino regarding the spreads configuration process, bundles, project, etc. Configuration. Primary resource for nCino for spreads configuration. Testing and validation. Performs spreads testing on the configured bundles, along with client/partner. Training and enablement. Leave the project with Admin/Partners capable and comfortable with maintenance and light edit abilities. Follow-up. Determine a check-in time-frame for the project. Follow up with the client/partner to determine use of spreads, additional configuration or training needs, etc. Familiarity with spreads from Moody's, Harland/D+H, Baker Hill, Fidelity, etc. Creates, follows and assesses Product Development Issues and Ideas (this is how Development knows of issues with the product and new ideas for future development). Consults with Support, Solution Architects, Support Engineers, Project Managers, etc. as-needed on spreads projects. Consults on configuration work done by other associates. Qualifications Required: Bachelor's or Master's Degree in Finance, Accounting, Business Administration or similar, or commensurate experience. 5+ years' experience in Financial Analysis, Underwriting, Credit and/or Commercial/Small Business Lending. Strong Credit and Underwriting skills. Experience with and deep understanding of Financial spreads, Ratio calculations, Cash Flow statements, Projections, Commercial Real Estate Analysis, etc. Desired: Salesforce.com Admin and/or App Builder Certifications Financial Institution Central Underwriting or Analyst experience in a multi-business-line function Experience with Regulatory Compliance and related reporting, portfolio reporting and analysis Travel Requirements Position may require up to 25% travel. Candidate must be willing to travel as needed in order to accomplish required goals. If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino. nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at . Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work. - provided by Dice
02/24/2022
Full time
nCino offers exciting career opportunities for individuals who want to join the worldwide leader in cloud banking. The nCino Credit Solutions Advisor (CSA) is the nCino product subject matter expert for Spreads, Commercial Real Estate Analysis, and other credit-related functions (herein after referred to collectively as "spreads"). CSA involvement can span all phases of the Account Lifecycle, from Sales, Implementation and through Support. The CSA is the primary source of configuration expertise and effort for spreads and CRE, as well as the primary consultant for other nCino Employees and Implementation Consultants who may be doing this work. The CSA will be responsible for multiple spreads consulting and configuration projects running concurrently. A CSA must be comfortable speaking to - and demonstrating - nCino Spreads' capabilities and limitations in any environment, from meeting rooms with fellow nCino employees to Board Rooms with Enterprise client Executive Management, to Partner-run project teams, as well as the Credit Shops of nCino's clients. This individual must be able to communicate clearly to CSA Management and to Product Development any bugs found during configuration and testing, as well as any additional functional needs for a client or for the product. They will also assess, gather and document the technical requirements for spreads from the client. From there, they must be able to translate those requirements into actual spreads functionality for the client.The CSA will also be asked to over-see work being done by Implementation Consultants for our clients.They must be able to assess the level of effort and provide detailed quotes for the work, to be included in client contracts. Must be able to work independently, and sometimes remotely at client locations, without direct daily supervision. Must be able to meet deadlines for completing work. Responsibilities Scope spreads projects through client and partner interaction. Attain examples of existing spreads and document the needs. Prepare hourly estimate and cost/quotes for the Sales and Project teams' use. Discovery. Typically on-site with clients, walking through examples of current underwriting approaches for each applicable line of business with in the FI. Develop and document a thorough understanding of the underwriting and approval processes. Make recommendations to client and nCino regarding the spreads configuration process, bundles, project, etc. Configuration. Primary resource for nCino for spreads configuration. Testing and validation. Performs spreads testing on the configured bundles, along with client/partner. Training and enablement. Leave the project with Admin/Partners capable and comfortable with maintenance and light edit abilities. Follow-up. Determine a check-in time-frame for the project. Follow up with the client/partner to determine use of spreads, additional configuration or training needs, etc. Familiarity with spreads from Moody's, Harland/D+H, Baker Hill, Fidelity, etc. Creates, follows and assesses Product Development Issues and Ideas (this is how Development knows of issues with the product and new ideas for future development). Consults with Support, Solution Architects, Support Engineers, Project Managers, etc. as-needed on spreads projects. Consults on configuration work done by other associates. Qualifications Required: Bachelor's or Master's Degree in Finance, Accounting, Business Administration or similar, or commensurate experience. 5+ years' experience in Financial Analysis, Underwriting, Credit and/or Commercial/Small Business Lending. Strong Credit and Underwriting skills. Experience with and deep understanding of Financial spreads, Ratio calculations, Cash Flow statements, Projections, Commercial Real Estate Analysis, etc. Desired: Salesforce.com Admin and/or App Builder Certifications Financial Institution Central Underwriting or Analyst experience in a multi-business-line function Experience with Regulatory Compliance and related reporting, portfolio reporting and analysis Travel Requirements Position may require up to 25% travel. Candidate must be willing to travel as needed in order to accomplish required goals. If you thrive in a high-energy, entrepreneurial environment, we invite you to share your passion, ideas and excitement at nCino. nCino provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, genetics or other protected groups. In addition to federal law requirements, nCino complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. nCino is committed to the full inclusion of all qualified individuals. As part of this commitment, nCino will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at . Our commitment to inclusion and equality includes a strong belief that the diversity of our team is instrumental to our success. We strive to create workplaces where employees are empowered to bring their authentic selves to work. - provided by Dice
Requisition ID: R Category: Facilities/Real Estate Location: McLean - VA, United States of America Citizenship Required: United States Citizenship Clearance Type: None Telecommute: Yes- May Consider Full Time Teleworking for this position Shift: 1st Shift (United States of America) Travel Required: Yes, 10% of the Time Positions Available: 1 At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman Defense Systems Sector (NGDS) is seeking a Property Management Analyst or Principal Property Management Analyst to join our growing team of diverse professionals either on-site in McLean, Virginia or virtually as a full-time teleworker.Responsibilities: Oversees, manages, and analyzes activities associated with company owned assets to ensure property is controlled in accordance with applicable company procedures Supports the sector Property Administration Office (PAO) to manage Northrop Grumman capital assets and the disposal of excess property to achieve timely processing of property management requirements Creates capital asset records; coordinates property transfers and disposals Manages disposal vendors, invoices, and payments Coordinates physical inventories Prepares annual property insurance report Processes loss reports Manages excess property system (eSurplus) Provides guidance and training on the property management requirements This position may be filled as a Property Management Analyst or as a Principal Property Management Analyst per the requirements for each level below:Basic Qualifications for Property Management Analyst: Must have one of the following: High school diploma or GED with a minimum of 7 years of property, asset, and/or business management experience Bachelor's degree with a minimum of 3 years of property, asset, and/or business management experience Master's degree with a minimum of 1 year of property, asset, and/or business management experience Basic knowledge of capital property practices Ability to perform fairly complex professional tasks Ability to work independently with a high level of accuracy Proficiency with Microsoft Office Suite Must be able to travel as needed (up to 10% of the time) Basic Qualifications for Principal Property Management Analyst: Must have one of the following: High school diploma or GED with a minimum of 10 years of property, asset, and/or business management experience Bachelor's degree with a minimum of 6 years of property, asset, and/or business management experience Master's degree with a minimum of 4 years of property, asset, and/or business management experience Basic knowledge of capital property practices Ability to perform fairly complex professional tasks Work independently with a high level of accuracy Microsoft Office Suite Must be able to travel as needed (up to 10% of the time) Preferred Qualifications: Experience with SAP Experience with AssetSmart The ability to work on-site in McLean, Virginia Salary Range: 55800 - 92000 Salary Range 2: 69100 - 114000 Employees may be eligible for a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit U.S. Citizenship is required for most positions.
11/08/2021
Full time
Requisition ID: R Category: Facilities/Real Estate Location: McLean - VA, United States of America Citizenship Required: United States Citizenship Clearance Type: None Telecommute: Yes- May Consider Full Time Teleworking for this position Shift: 1st Shift (United States of America) Travel Required: Yes, 10% of the Time Positions Available: 1 At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman Defense Systems Sector (NGDS) is seeking a Property Management Analyst or Principal Property Management Analyst to join our growing team of diverse professionals either on-site in McLean, Virginia or virtually as a full-time teleworker.Responsibilities: Oversees, manages, and analyzes activities associated with company owned assets to ensure property is controlled in accordance with applicable company procedures Supports the sector Property Administration Office (PAO) to manage Northrop Grumman capital assets and the disposal of excess property to achieve timely processing of property management requirements Creates capital asset records; coordinates property transfers and disposals Manages disposal vendors, invoices, and payments Coordinates physical inventories Prepares annual property insurance report Processes loss reports Manages excess property system (eSurplus) Provides guidance and training on the property management requirements This position may be filled as a Property Management Analyst or as a Principal Property Management Analyst per the requirements for each level below:Basic Qualifications for Property Management Analyst: Must have one of the following: High school diploma or GED with a minimum of 7 years of property, asset, and/or business management experience Bachelor's degree with a minimum of 3 years of property, asset, and/or business management experience Master's degree with a minimum of 1 year of property, asset, and/or business management experience Basic knowledge of capital property practices Ability to perform fairly complex professional tasks Ability to work independently with a high level of accuracy Proficiency with Microsoft Office Suite Must be able to travel as needed (up to 10% of the time) Basic Qualifications for Principal Property Management Analyst: Must have one of the following: High school diploma or GED with a minimum of 10 years of property, asset, and/or business management experience Bachelor's degree with a minimum of 6 years of property, asset, and/or business management experience Master's degree with a minimum of 4 years of property, asset, and/or business management experience Basic knowledge of capital property practices Ability to perform fairly complex professional tasks Work independently with a high level of accuracy Microsoft Office Suite Must be able to travel as needed (up to 10% of the time) Preferred Qualifications: Experience with SAP Experience with AssetSmart The ability to work on-site in McLean, Virginia Salary Range: 55800 - 92000 Salary Range 2: 69100 - 114000 Employees may be eligible for a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit U.S. Citizenship is required for most positions.
This Commercial Underwriter Position Features: ? Growing ? Opportunity For Advancement ? Dynamic Company ? Great Pay to $120K Immediate need for commercial underwriter seeking growing, opportunity for advancement and dynamic company. Input and understanding of property rent rolls, leases, and operating statements Review and understanding of borrower credit, including credit report, personal, and business financial statements, personal and business tax returns, and schedule of real estate owned Review borrower organizational documents and accurately present the borrower structure along with Guarantors in the Narrative Review and understanding of preliminary title report Analyze loans to assess the strengths and weaknesses of a transaction and recommend mitigating factors Function as a problem solver (with the assistance of the Team Leader and Manager) Contact/communicate with Commercial Relationship Managers and their assistants to discuss issues and outstanding documentation Prepare Letter of Interest for new loans as needed Review due diligence needs lists prepared by processor Identify and summarize all file conditions on the Loan Credit Memorandum in order to ensure smooth documentation and closing Participate as a proactive member of the credit administration team, from the start of a loan all the way through closing Provide training to processors and commercial credit analysts as needed Adhere to company policies and guidelines Actively participate in team meetings Assist with special projects such as annual loan monitoring as needed Great benefits. Apply for this great position as a commercial underwriter today! AppleOne is proud to be an Equal Opportunity Employer. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records. 0-1 years
11/08/2021
Full time
This Commercial Underwriter Position Features: ? Growing ? Opportunity For Advancement ? Dynamic Company ? Great Pay to $120K Immediate need for commercial underwriter seeking growing, opportunity for advancement and dynamic company. Input and understanding of property rent rolls, leases, and operating statements Review and understanding of borrower credit, including credit report, personal, and business financial statements, personal and business tax returns, and schedule of real estate owned Review borrower organizational documents and accurately present the borrower structure along with Guarantors in the Narrative Review and understanding of preliminary title report Analyze loans to assess the strengths and weaknesses of a transaction and recommend mitigating factors Function as a problem solver (with the assistance of the Team Leader and Manager) Contact/communicate with Commercial Relationship Managers and their assistants to discuss issues and outstanding documentation Prepare Letter of Interest for new loans as needed Review due diligence needs lists prepared by processor Identify and summarize all file conditions on the Loan Credit Memorandum in order to ensure smooth documentation and closing Participate as a proactive member of the credit administration team, from the start of a loan all the way through closing Provide training to processors and commercial credit analysts as needed Adhere to company policies and guidelines Actively participate in team meetings Assist with special projects such as annual loan monitoring as needed Great benefits. Apply for this great position as a commercial underwriter today! AppleOne is proud to be an Equal Opportunity Employer. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records. 0-1 years
Requisition ID: R Category: Facilities/Real Estate Location: Linthicum - MD, United States of America Citizenship Required: United States Citizenship Clearance Type: Top Secret Telecommute: Yes- May Consider Occasional/Part-Time Teleworking for this position Shift: 1st Shift (United States of America) Travel Required: Yes, 10% of the Time Positions Available: 1 At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman Space Systems is seeking a Property Asset Management Analyst 2/3. This position will be located in Linthicum, MD.Roles and Responsibilities include, but are not limited to: Overseeing management systems, policies and procedures to ensure contractual and continual accountability of government, other customer and company assets under the responsibility of various NGSP suppliers/ subcontractors. Conducting property surveillance reviews at supplier/ subcontractor sites. Assisting in Contractor Self-Assessment (CSA) reviews. Collaborating with Buyers, Subcontract Administrators, Property Focal Points (PFPs) to ensure accountability of assets is maintained. Assisting suppliers/ subcontractors in the property management life cycle recovery plans, as needed. Assisting other team members, as necessary. As a full-time employee of Northrop Grumman Space Systems, you are eligible for our robust benefits package including: Medical, Dental & Vision coverage 401k Educational Assistance Life Insurance Employee Assistance Programs & Work/Life Solutions Paid Time Off Health & Wellness Resources Employee Discounts This position's standard work schedule is a 9/80. The 9/80 schedule allows employees who work a nine-hour day Monday through Thursday to take every other Friday off.SpaceBusMgtBasic Qualifications: This requisition may be filled at either a level 2 or a level 3 Basic Qualifications for a Level 2: Bachelor's degree from an accredited university with 3+ years of progressive experience, of which the majority are Property related - OR - a Master's degree from an accredited university with 1+ years of related experience. An additional 4 years of experience accepted in lieu of a degree. Basic Qualifications for a Level 3: Bachelor's degree from an accredited university with 5+ years of progressive experience, of which the majority are Property related - OR - a Master's degree from an accredited university with 3+ years of related experience. An additional 4 years of experience accepted in lieu of a degree. Additional Basic qualifications for both levels: An understanding of property management administration principles, theories and concepts. Strong communication skills when interacting with customers and internal company personnel. Ability to work with diverse levels of internal/external customers, i.e., DCMA, OEM Customers. Strong PC skills especially with Microsoft Office Applications including Word, Excel, PowerPoint. A current Top Secret security clearance. US Citizenship is a prerequisite. Preferred Qualifications: Knowledge or understanding of MMAS, ISO/AS9100, and SOX standards that impacts asset management. NPMA Certification. Familiarity with Deltek, CostPoint and Asset Smart Management System. Active U.S. TS/SCI security clearance. US Citizenship is a prerequisite. Salary Range: 55800 - 87800 Salary Range 2: 69120 - 108864 Employees may be eligible for a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit U.S. Citizenship is required for most positions.
11/04/2021
Full time
Requisition ID: R Category: Facilities/Real Estate Location: Linthicum - MD, United States of America Citizenship Required: United States Citizenship Clearance Type: Top Secret Telecommute: Yes- May Consider Occasional/Part-Time Teleworking for this position Shift: 1st Shift (United States of America) Travel Required: Yes, 10% of the Time Positions Available: 1 At Northrop Grumman, our employees have incredible opportunities to work on revolutionary systems that impact people's lives around the world today, and for generations to come. Our pioneering and inventive spirit has enabled us to be at the forefront of many technological advancements in our nation's history - from the first flight across the Atlantic Ocean, to stealth bombers, to landing on the moon. We look for people who have bold new ideas, courage and a pioneering spirit to join forces to invent the future, and have fun along the way. Our culture thrives on intellectual curiosity, cognitive diversity and bringing your whole self to work - and we have an insatiable drive to do what others think is impossible. Our employees are not only part of history, they're making history. Northrop Grumman Space Systems is seeking a Property Asset Management Analyst 2/3. This position will be located in Linthicum, MD.Roles and Responsibilities include, but are not limited to: Overseeing management systems, policies and procedures to ensure contractual and continual accountability of government, other customer and company assets under the responsibility of various NGSP suppliers/ subcontractors. Conducting property surveillance reviews at supplier/ subcontractor sites. Assisting in Contractor Self-Assessment (CSA) reviews. Collaborating with Buyers, Subcontract Administrators, Property Focal Points (PFPs) to ensure accountability of assets is maintained. Assisting suppliers/ subcontractors in the property management life cycle recovery plans, as needed. Assisting other team members, as necessary. As a full-time employee of Northrop Grumman Space Systems, you are eligible for our robust benefits package including: Medical, Dental & Vision coverage 401k Educational Assistance Life Insurance Employee Assistance Programs & Work/Life Solutions Paid Time Off Health & Wellness Resources Employee Discounts This position's standard work schedule is a 9/80. The 9/80 schedule allows employees who work a nine-hour day Monday through Thursday to take every other Friday off.SpaceBusMgtBasic Qualifications: This requisition may be filled at either a level 2 or a level 3 Basic Qualifications for a Level 2: Bachelor's degree from an accredited university with 3+ years of progressive experience, of which the majority are Property related - OR - a Master's degree from an accredited university with 1+ years of related experience. An additional 4 years of experience accepted in lieu of a degree. Basic Qualifications for a Level 3: Bachelor's degree from an accredited university with 5+ years of progressive experience, of which the majority are Property related - OR - a Master's degree from an accredited university with 3+ years of related experience. An additional 4 years of experience accepted in lieu of a degree. Additional Basic qualifications for both levels: An understanding of property management administration principles, theories and concepts. Strong communication skills when interacting with customers and internal company personnel. Ability to work with diverse levels of internal/external customers, i.e., DCMA, OEM Customers. Strong PC skills especially with Microsoft Office Applications including Word, Excel, PowerPoint. A current Top Secret security clearance. US Citizenship is a prerequisite. Preferred Qualifications: Knowledge or understanding of MMAS, ISO/AS9100, and SOX standards that impacts asset management. NPMA Certification. Familiarity with Deltek, CostPoint and Asset Smart Management System. Active U.S. TS/SCI security clearance. US Citizenship is a prerequisite. Salary Range: 55800 - 87800 Salary Range 2: 69120 - 108864 Employees may be eligible for a discretionary bonus in addition to base pay. Annual bonuses are designed to reward individual contributions as well as allow employees to share in company results. Employees in Vice President or Director positions may be eligible for Long Term Incentives. In addition, Northrop Grumman provides a variety of benefits including health insurance coverage, life and disability insurance, savings plan, Company paid holidays and paid time off (PTO) for vacation and/or personal business. Northrop Grumman is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer, making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. For our complete EEO/AA and Pay Transparency statement, please visit U.S. Citizenship is required for most positions.
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
09/26/2021
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
09/25/2021
201 Third Street (61049), United States of America, San Francisco, California Commercial Real Estate, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) Commercial Underwriter, Director, Lead Underwriter & Portfolio Manager(San Francisco, CA) The Underwriting and Portfolio Management organization is responsible for working with internal partners to underwrite new transactions and manage the existing portfolio of loans. Our Underwriters and Portfolio Managers balance supporting the Commercial's Bank's growth and ensuring we have a scalable, well-managed business. This role supports Commercial Real Estate As a Lead Underwriter & Portfolio Manager, you are considered a deep subject matter expert in credit risk management balanced with industry expertise. In addition to performing your responsibilities autonomously, you may play a leadership role across deal teams by guiding or shaping less experienced associates. You are trusted to complete complex transactions or solve more unique problems because of your experience and job specific skills. Primary underwriting responsibilities may include : Lead and compile due diligence to draw conclusions on material current and future risks and mitigants; identify performance drivers, project future performance, and anticipate ability to repay debt; apply industry research across transactions and share key takeaways across the organization Oversee deal team(s), including delegating and reviewing work, providing feedback, and coaching and developing less experienced member of the team Leverage deep expertise in industry trends and market analysis to present findings and potential opportunities to senior management with ease Anticipate questions that will be raised during deal review and approval meetings Assist and develop procedures to ensure less experienced team members understand financial statement analysis and cash flow analysis Review financial models independently and incorporate complex structures or nuances Propose appropriate structuring options in tandem with deal team Interpret pricing model outputs in context of business return hurdles and consider areas for increasing returns Write and prepare all parts of the credit approval document independently; identify need for supplemental analysis and discussion; review work of less experienced members of the team Oversee closing process requirements; review closing memo Lead documentation process and negotiate provisions of term sheets, commitment letters, and fee letters with internal and external counsel as well as clients Independently lead all aspects of process for complex deals, including special circumstances, higher approval requirements, and setting overall expectations Primary portfolio or asset management responsibilities may include : Manage most complex or highest risk portfolio of accounts independently including amendments, refinancing, and recaps; review portfolios of less experienced team members; review and monitor health of portfolio accounts, drive customer retention and performance against expectations Proactively anticipate issues, draw parallels from other accounts to own account; resolve problem accounts in partnership with other teams and specialists Review and approve annual reviews and both material and non-material modifications Facilitate and leads quarterly portfolio reviews; prepare watch and criticized reports for quarterly meetings & annual reviews Review past due reporting, covenants, and payments and remediate with the appropriate party Ensure portfolio data is accurate, timely, and complete to ensure strong quality and reporting capabilities Additional Responsibilities may include: Build relationships across function and business to foster collaboration between partner groups Interact directly with customers to cultivate strong relationships while balancing risk and return Consult with legal or Special Assets Department Mentor and train rotational analysts and new hires Participate in internal initiatives to ensure the business is well-managed and operates efficiently Ensure compliance with credit policies and procedures Basic Qualifications: Bachelor's Degree or Military Experience At least 8 years of experience in Commercial Real Estate credit underwriting or portfolio-asset management Preferred Qualifications: Bachelor's Degree in Accounting, Finance, or other relevant fields At least 10 years of experience in credit underwriting or portfolio-asset management Previous leadership experience with deal teams or analysts Strong real estate market knowledge specific to San Francisco/Bay Area and the Pacific Northwest. At this time, Capital One will not sponsor a new applicant for employment authorization for this position.
Description: Summary: Merchants Bank of Indiana is seeking an experienced multifamily affordable underwriter. The Senior Underwriter is a management role and is responsible for the oversight and development of the Bank's Investment Real Estate Credit Analysts. The Senior Underwriter's team is responsible for ensuring the timely and accurate underwriting of multifamily mortgage loan transactions in accordance with Merchants Bank guidelines. Responsibilities include, but are not limited to, effective onboarding of new credit applications, monitoring the progress of the Credit Anaylsts' underwriting, and review of loan requests prior to Loan Committee submission. The Senior Underwriter will work closely with members of the organization's originations, closing, and servicing teams. This role may take lead on special projects. The Senior Underwriter may have customer interactions with occasional travel to perform site visits. Essential Duties and Responsibilities: Attend new credit kick-off calls, both internally and externally with the client. Lead a team of less experienced underwriters (including training, providing guidance, and delegating and overseeing the timely execution of tasks and transactions) Review approval narratives prior to Loan Committee submission to ensure the application request meets Bank's credit standards and all risks and mitigants are addressed. Manage communications among a diverse mix of internal and external participants including borrowers, equity investors, production, legal (internal and external) and loan approvers. Collaborate with credit analysts to confirm adequacy of due diligence (DD) for the loan file. Work extensively with Microsoft Excel in financial models as it relates to the underwriting and flow of funds on transactions. Alongside of Credit Analysts, review amendment requests and closing documents to ensure clear to close. Attend training on applicable subjects when available and appropriate for position. Perform other duties as assigned. . Requirements: Minimum of four-years underwriting experience required, ideally within the multifamily real estate industry. Ability to analyze real estate projects for feasibility including developing and modeling construction budgets, operating pro formas, reviewing appraisals and other 3rd party reports, analyzing market factors, completing sponsor analysis as well as identifying and mitigating transaction risks. Strong knowledge of or the desire to learn the nuances of affordable housing, bond and LIHTC transactions. Bachelor's degree in finance, real estate, or related field preferred. Requires critical thinking skills and multitasking. Excellent customer service skills in person and on the phone. Excellent skills in working with Microsoft Word, Excel, and Outlook are a requirement. All employees are expected to contribute to the overall success of the organization by performing requested duties regardless of explicit inclusion in the job description or reasonable relation to an employee's primary role. Additionally, all employees must understand and adhere to all federal and state laws and banking regulations and company policies and procedures applicable to assigned job responsibilities, including compliance as appropriate under the Bank Secrecy Act and Anti-Money Laundering regulations. Additionally, all employees are expected to demonstrate the following Core Competencies: Professionalism - acting with responsibility, integrity and accountability; demonstrating consistent trustworthiness and reliability; always remaining flexible, adaptable and willing to accept coaching; building and managing professionally healthy relationships; deliberately managing career decisions; and continually developing awareness of business-related topics. Communication - understanding various active and passive tools and styles and their effects; and exhibiting appropriate, effective, timely use of tools and styles to connect, collaborate, facilitate teamwork and serve customers. Work Quality - demonstrating an ongoing commitment to compliance, safety and security; executing work with efficiency, a sense of urgency and attention to detail; and displaying organized work practices and a results-oriented mindset. Analytical Ability - navigating work-related circumstances with practical, sound reasoning; and demonstrating creativity in problem solving. Leadership - displaying good judgment and certainty in decision making; taking initiative with job-related demands; demonstrating innovative thinking and sound planning with business practices; managing individual performance toward shared organizational goals; and thinking strategically to set and accomplish goals. Merchants Bancorp and its affiliates and subsidiaries are committed to being equal opportunity employers. All job candidates and incumbents will be assessed based on only criteria relevant to successfully performing the job as defined in this job description and as generally accepted in the job's relevant industries. PI
09/25/2021
Full time
Description: Summary: Merchants Bank of Indiana is seeking an experienced multifamily affordable underwriter. The Senior Underwriter is a management role and is responsible for the oversight and development of the Bank's Investment Real Estate Credit Analysts. The Senior Underwriter's team is responsible for ensuring the timely and accurate underwriting of multifamily mortgage loan transactions in accordance with Merchants Bank guidelines. Responsibilities include, but are not limited to, effective onboarding of new credit applications, monitoring the progress of the Credit Anaylsts' underwriting, and review of loan requests prior to Loan Committee submission. The Senior Underwriter will work closely with members of the organization's originations, closing, and servicing teams. This role may take lead on special projects. The Senior Underwriter may have customer interactions with occasional travel to perform site visits. Essential Duties and Responsibilities: Attend new credit kick-off calls, both internally and externally with the client. Lead a team of less experienced underwriters (including training, providing guidance, and delegating and overseeing the timely execution of tasks and transactions) Review approval narratives prior to Loan Committee submission to ensure the application request meets Bank's credit standards and all risks and mitigants are addressed. Manage communications among a diverse mix of internal and external participants including borrowers, equity investors, production, legal (internal and external) and loan approvers. Collaborate with credit analysts to confirm adequacy of due diligence (DD) for the loan file. Work extensively with Microsoft Excel in financial models as it relates to the underwriting and flow of funds on transactions. Alongside of Credit Analysts, review amendment requests and closing documents to ensure clear to close. Attend training on applicable subjects when available and appropriate for position. Perform other duties as assigned. . Requirements: Minimum of four-years underwriting experience required, ideally within the multifamily real estate industry. Ability to analyze real estate projects for feasibility including developing and modeling construction budgets, operating pro formas, reviewing appraisals and other 3rd party reports, analyzing market factors, completing sponsor analysis as well as identifying and mitigating transaction risks. Strong knowledge of or the desire to learn the nuances of affordable housing, bond and LIHTC transactions. Bachelor's degree in finance, real estate, or related field preferred. Requires critical thinking skills and multitasking. Excellent customer service skills in person and on the phone. Excellent skills in working with Microsoft Word, Excel, and Outlook are a requirement. All employees are expected to contribute to the overall success of the organization by performing requested duties regardless of explicit inclusion in the job description or reasonable relation to an employee's primary role. Additionally, all employees must understand and adhere to all federal and state laws and banking regulations and company policies and procedures applicable to assigned job responsibilities, including compliance as appropriate under the Bank Secrecy Act and Anti-Money Laundering regulations. Additionally, all employees are expected to demonstrate the following Core Competencies: Professionalism - acting with responsibility, integrity and accountability; demonstrating consistent trustworthiness and reliability; always remaining flexible, adaptable and willing to accept coaching; building and managing professionally healthy relationships; deliberately managing career decisions; and continually developing awareness of business-related topics. Communication - understanding various active and passive tools and styles and their effects; and exhibiting appropriate, effective, timely use of tools and styles to connect, collaborate, facilitate teamwork and serve customers. Work Quality - demonstrating an ongoing commitment to compliance, safety and security; executing work with efficiency, a sense of urgency and attention to detail; and displaying organized work practices and a results-oriented mindset. Analytical Ability - navigating work-related circumstances with practical, sound reasoning; and demonstrating creativity in problem solving. Leadership - displaying good judgment and certainty in decision making; taking initiative with job-related demands; demonstrating innovative thinking and sound planning with business practices; managing individual performance toward shared organizational goals; and thinking strategically to set and accomplish goals. Merchants Bancorp and its affiliates and subsidiaries are committed to being equal opportunity employers. All job candidates and incumbents will be assessed based on only criteria relevant to successfully performing the job as defined in this job description and as generally accepted in the job's relevant industries. PI
About the team The Zillow Group Legal and Compliance Department is a team of skilled legal professionals and fun people who enjoy working in a collaborative environment within an innovative, fast-paced tech and media company. About the role The Zillow Group Legal and Compliance team is looking for an Equity Manager to join our Corporate and Securities Legal team (Corporate Legal)! Working under the direction of Corporate Legal and supervising an Equity Analyst, this position is responsible for the end-to-end administration of Zillow Group equity plans. The position requires a high level of collaboration, working cross-functionally with Accounting, HR, Payroll and external partners to ensure sound compliance and reporting. Additional responsibilities include: Responsible for the accurate and timely administration of equity related activities, including equity award grants, option exercises, RSU releases, terminations, cancelations and modifications. Manage and develop an Equity Analyst direct report by providing supervision of daily tasks, mentorship, goal-setting, and growth projects and opportunities. Ensure tax, regulatory, legal, and SOX compliance requirements are met timely and accurately and in compliance with governing stock plan agreements. Lead the employee education program for equity, including distribution of educational materials, live presentations, facilitation of Q&A and regular office hours. Provide excellent customer service to equity participants at all levels of the organization. Maintain database integrity and ensure accurate recordkeeping of all equity data. Support timely and accurate reporting to external regulatory filings (SEC Form 4, Proxy Statement, Form 10-K and10-Q disclosures). Develop and maintain documentation of equity-related processes and controls for internal and external audits. Provide insights regarding administration of Insider Trading Policy, Trading Windows and pre-clearance requirements. Manage relationships with third-party service providers supporting the equity platform (platform provider; transfer agent). Drive process improvement and innovation to scale equity administration functions. Represent the equity function as a subject matter specialist in automation opportunities, M&A, and other strategic projects. Other responsibilities, tasks, and ad hoc requests as needed. This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. Who you are Strong written and verbal communication skills, including interpersonal and presentation skills. Ability to prioritize tasks and meet strict reporting deadlines. Stellar project and process management skills. Proficiency in financial systems and strong intuition for business. Highest standards of accuracy, organization and precision. Ability to explain complex equity concepts to all levels of the organization. Excellent executive presence; this role intersects with our Section 16 officers & senior executives at the company. A collaborative, energetic, and innovative leadership style; experience mentoring and coaching both peers and direct reports. Preferred Qualifications: 5 + years of progressive administration experience in equity programs. A BS/BA degree in Economics, Finance, Business Administration or other related field of study. Certified Equity Professional (CEP) Level 2 certification is strongly preferred. Experience working directly with EquiView by Charles Schwab or other major third-party equity platform providers. Broad experience with different equity award types and plans. In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Get to know us Zillow is reimagining real estate to make it easier to unlock life's next chapter. As the most-visited real estate website in the United States, Zillow® and its affiliates offer customers an on-demand experience for selling, buying, renting or financing with transparency and nearly seamless end-to-end service. Millions of people visit Zillow and its affiliate sites every month to start their home search, and now they can rely on Zillow to help them finish it - and no matter what job you're in, you will play a critical role in making this vision a reality. At Zillow, we're powered by our innovative and inclusive work culture, where everyone has the flexibility, support and resources to do the best work of their careers. Our efforts to streamline the real estate transaction is supported by our passion to redefine the employee experience, a deep-rooted culture of innovation, a fundamental commitment to Equity and Belonging, and world-class benefits . But don't just take our word for it. Read our reviews on Glassdoor and recent recognition from multiple organizations, including: Fortune's 100 Best Companies to Work For® List 2021 Bloomberg Gender-Equality Index 2021, Human Rights Campaign (HRC) Corporate Equity Index and HRC's Best Place to Work for LGBTQ Equality 2021, Fortune Best Workplaces for Technology 2020, Fortune Best Workplaces for Millennials 2020, Fortune Best Workplaces for Parents 2020, and the Deloitte Technology Fast 500. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter. See what information we collect about you.
09/25/2021
Full time
About the team The Zillow Group Legal and Compliance Department is a team of skilled legal professionals and fun people who enjoy working in a collaborative environment within an innovative, fast-paced tech and media company. About the role The Zillow Group Legal and Compliance team is looking for an Equity Manager to join our Corporate and Securities Legal team (Corporate Legal)! Working under the direction of Corporate Legal and supervising an Equity Analyst, this position is responsible for the end-to-end administration of Zillow Group equity plans. The position requires a high level of collaboration, working cross-functionally with Accounting, HR, Payroll and external partners to ensure sound compliance and reporting. Additional responsibilities include: Responsible for the accurate and timely administration of equity related activities, including equity award grants, option exercises, RSU releases, terminations, cancelations and modifications. Manage and develop an Equity Analyst direct report by providing supervision of daily tasks, mentorship, goal-setting, and growth projects and opportunities. Ensure tax, regulatory, legal, and SOX compliance requirements are met timely and accurately and in compliance with governing stock plan agreements. Lead the employee education program for equity, including distribution of educational materials, live presentations, facilitation of Q&A and regular office hours. Provide excellent customer service to equity participants at all levels of the organization. Maintain database integrity and ensure accurate recordkeeping of all equity data. Support timely and accurate reporting to external regulatory filings (SEC Form 4, Proxy Statement, Form 10-K and10-Q disclosures). Develop and maintain documentation of equity-related processes and controls for internal and external audits. Provide insights regarding administration of Insider Trading Policy, Trading Windows and pre-clearance requirements. Manage relationships with third-party service providers supporting the equity platform (platform provider; transfer agent). Drive process improvement and innovation to scale equity administration functions. Represent the equity function as a subject matter specialist in automation opportunities, M&A, and other strategic projects. Other responsibilities, tasks, and ad hoc requests as needed. This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. This role has been categorized as a Remote position. "Remote" employees do not have a permanent corporate office workplace and, instead, work from a physical location of their choice which must be identified to the Company. Employees may live in any of the 50 US States, with limited exceptions. In certain cases, an employee in a remote-designated job may need to live in a specific region or time zone to support customers or clients as part of their role. Who you are Strong written and verbal communication skills, including interpersonal and presentation skills. Ability to prioritize tasks and meet strict reporting deadlines. Stellar project and process management skills. Proficiency in financial systems and strong intuition for business. Highest standards of accuracy, organization and precision. Ability to explain complex equity concepts to all levels of the organization. Excellent executive presence; this role intersects with our Section 16 officers & senior executives at the company. A collaborative, energetic, and innovative leadership style; experience mentoring and coaching both peers and direct reports. Preferred Qualifications: 5 + years of progressive administration experience in equity programs. A BS/BA degree in Economics, Finance, Business Administration or other related field of study. Certified Equity Professional (CEP) Level 2 certification is strongly preferred. Experience working directly with EquiView by Charles Schwab or other major third-party equity platform providers. Broad experience with different equity award types and plans. In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Get to know us Zillow is reimagining real estate to make it easier to unlock life's next chapter. As the most-visited real estate website in the United States, Zillow® and its affiliates offer customers an on-demand experience for selling, buying, renting or financing with transparency and nearly seamless end-to-end service. Millions of people visit Zillow and its affiliate sites every month to start their home search, and now they can rely on Zillow to help them finish it - and no matter what job you're in, you will play a critical role in making this vision a reality. At Zillow, we're powered by our innovative and inclusive work culture, where everyone has the flexibility, support and resources to do the best work of their careers. Our efforts to streamline the real estate transaction is supported by our passion to redefine the employee experience, a deep-rooted culture of innovation, a fundamental commitment to Equity and Belonging, and world-class benefits . But don't just take our word for it. Read our reviews on Glassdoor and recent recognition from multiple organizations, including: Fortune's 100 Best Companies to Work For® List 2021 Bloomberg Gender-Equality Index 2021, Human Rights Campaign (HRC) Corporate Equity Index and HRC's Best Place to Work for LGBTQ Equality 2021, Fortune Best Workplaces for Technology 2020, Fortune Best Workplaces for Millennials 2020, Fortune Best Workplaces for Parents 2020, and the Deloitte Technology Fast 500. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact us at . Applicants who receive job offers from Zillow Group will be asked to sign a Proprietary Rights Agreement which includes confidentiality, intellectual property assignment, customer and employee non-solicitation, and non-competition provisions. If you are contacted for a role at Zillow Group and wish to review a copy of the Proprietary Rights Agreement prior to receiving an offer, you may request a copy from your Recruiter. See what information we collect about you.
