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regional agency manager
CRSI
Program Director - Lucas County
CRSI Toledo, Ohio
Regional Management Opportunity CRSI is looking for a strong leader to operate our Lucas County Region. Why CRSI? CRSI is a non-profit organization dedicated to empowering individuals with intellectual and developmental disabilities live the life they choose - enhancing the health and quality of life for the individual, their family, their community, while creating a meaningful experience for our staff. If you RESPECT others, choose EMPOWERMENT, exude POSITIVITY, believe in TEAMWORK, and promote OWNERSHIP, then come make a difference with us! Benefits: Medical Dental Vision Retirement Short- and Long-Term Disability Life and AD&D Insurance Voluntary Benefits PTO Employee Assistance Program Tuition Reimbursement Responsibilities: This rewarding position is responsible for managing and coordinating the services provided to individuals served, ensuring quality, while supporting the mission and values of the organization. This person hired for this role will: Ensure the region complies with and maintains policies, procedures and licenses in accordance with company, county, state, and federal requirements. Ensures employees deliver the highest quality of care to individuals. Build relationships with individuals, guardians, community agencies, county boards, etc. Recruit, develop, and supervises employees Participate in, coordinate, and conduct company and regional trainings Coordinate and conduct meetings, as needed, to provide support and services to the individuals served. Participate in the provider selection process set up by the individual county boards and consumers to maximize occupancy. Provide input for developing agency programs, processes, policies, and procedures. Collaborate with Budget Manager to set and maintain budget goals. Ensure homes, grounds and property are up to company standards as well as conduct frequent inspections that meet company standards. Qualifications: Bachelor's Degree in social work, special education, rehabilitations counseling, psychology, or related field preferred At least one-year experience working directly with persons with intellectual disability or other developmental disabilities preferred Strong leadership abilities Prior experience in a management or leadership role Excellent communication and interpersonal skills Ability to build collaborative relationships Budgeting skills Ability to multitask and prioritize effectively Adaptability and resilience in a dynamic environment Ability to meet deadlines Strong conflict resolution skills (good decision-making judgment and problem-solving skills) Ability to develop and mentor others Technology skills and computer literacy required. Must be self-motivated and have the ability to work with minimal supervision and be able to handle highly confidential information. PI8a2a789bdf12-3058
09/08/2025
Full time
Regional Management Opportunity CRSI is looking for a strong leader to operate our Lucas County Region. Why CRSI? CRSI is a non-profit organization dedicated to empowering individuals with intellectual and developmental disabilities live the life they choose - enhancing the health and quality of life for the individual, their family, their community, while creating a meaningful experience for our staff. If you RESPECT others, choose EMPOWERMENT, exude POSITIVITY, believe in TEAMWORK, and promote OWNERSHIP, then come make a difference with us! Benefits: Medical Dental Vision Retirement Short- and Long-Term Disability Life and AD&D Insurance Voluntary Benefits PTO Employee Assistance Program Tuition Reimbursement Responsibilities: This rewarding position is responsible for managing and coordinating the services provided to individuals served, ensuring quality, while supporting the mission and values of the organization. This person hired for this role will: Ensure the region complies with and maintains policies, procedures and licenses in accordance with company, county, state, and federal requirements. Ensures employees deliver the highest quality of care to individuals. Build relationships with individuals, guardians, community agencies, county boards, etc. Recruit, develop, and supervises employees Participate in, coordinate, and conduct company and regional trainings Coordinate and conduct meetings, as needed, to provide support and services to the individuals served. Participate in the provider selection process set up by the individual county boards and consumers to maximize occupancy. Provide input for developing agency programs, processes, policies, and procedures. Collaborate with Budget Manager to set and maintain budget goals. Ensure homes, grounds and property are up to company standards as well as conduct frequent inspections that meet company standards. Qualifications: Bachelor's Degree in social work, special education, rehabilitations counseling, psychology, or related field preferred At least one-year experience working directly with persons with intellectual disability or other developmental disabilities preferred Strong leadership abilities Prior experience in a management or leadership role Excellent communication and interpersonal skills Ability to build collaborative relationships Budgeting skills Ability to multitask and prioritize effectively Adaptability and resilience in a dynamic environment Ability to meet deadlines Strong conflict resolution skills (good decision-making judgment and problem-solving skills) Ability to develop and mentor others Technology skills and computer literacy required. Must be self-motivated and have the ability to work with minimal supervision and be able to handle highly confidential information. PI8a2a789bdf12-3058
Christus Health
Marketing Specialist Senior - Irving
Christus Health Irving, Texas
Description Summary: The Senior Marketing Specialist ("the Specialist") is responsible for leading coordination of marketing and communication activities for CHRISTUS entities and departments/initiatives as directed by the Senior Director of Strategic Marketing and Communications as part of the system strategic marketing and communications department's function. Specifically, the Senior Marketing Specialist is responsible for assisting with regional/entity marketing plan development and customer relationship management (CRM) program development which includes: coordination of system health campaigns or other branding/marketing messaging as needed for regional use, coordination with system ad agencies and graphic designers for campaign development and/or order form development, understanding CRM strategies for the deployment at the regional/entity level, identifying customer segments and engagement activities especially in terms of affinity groups and related specialized targets, utilizing third party contracted applications, assisting Director of CRM with regional/entity educational opportunities/meetings and coordination of plug-in products such as e-newsletters and printing production as needed, and serving as the primary department contact for Project Management of internal system department requests which includes, but not limited to: Human Resources, Wellness/Benefits, Diversity and Inclusion, Legal, Mission and Ethics, etc. The Specialist will possess the ability to manage outside vendors, ad agencies, graphic designers, production companies, printers and related contracted resources to meet deadline and budget requirements for projects. Coordination also involves teaming the right internal resources for project completion interfacing with others such as writing/communications, PR/social media, strategic planning, business development, legal, etc. The Specialist will serve as primary department contact for brand management including creation and maintenance of the CHRISTUS Brand Center (Identity Manager), maintaining brand standards and logo guidelines, processing name requests with region/entities and system Legal department, managing third party branding vendor relations and contracts, handling external signage requests/designs/capital requests, managing the CHRISTUS Store and all other duties related to identity management and third party vendor coordination. The Specialist will be the primary department contact for system special events as needed including Touchstone awards, Open Houses, charitable event participation, etc. This Specialist will possess a strong marketing strategy and communications background with the ability to assess the utilization of marketing resources including advertising, public relations, collateral materials, CRM, e-Marketing, sales activity, etc., to best utilize budget and meet pre-defined goals or return on investment levels. The Specialist will serve as a partner to regions/entities in their planning efforts supporting the use of system resources such as CRM third party data, e-Marketing offerings, design resources and similar components to help develop and implement their marketing plans and campaigns (especially related to growing profitable business and increasing sales). The Specialist will serve as an internal Project Manager to system departments for coordination of campaign needs, collateral material creation and production, and special projects assistance, working with all system department members including the areas of marketing, CRM, PR/social media, communications, etc., for project coordination. The Specialist will help coordinate agency involvement as needed, create promotional pieces/items and other printed materials to support these marketing efforts and events; and serve as a liaison to regional marketing leaders for their involvement in system Associate communication efforts as needed. The Senior Marketing Specialist will be in a position to interface daily with various publics and constituents, including senior leadership at the system and entity level, marketing professionals at all regional entities, ad agencies and design firms, board members, news media representatives, community and political leaders and the general public. The Specialist will be privy to and responsible for confidential corporate information, including strategic plans, financial information, risk management situations and patient information and should exercise professional judgment in relation to maintaining the confidentiality of such knowledge and information. Responsibilities: In cooperation with the System Director, plan and implement marketing campaigns, including working closely with the marketing/communications staffs and senior leaders at the regions, to assist in implementation of the campaigns Serve as an internal consultant to CHRISTUS regions and other system departments, preparing and assisting in the development, implementation, and measurement of strategic communications and marketing plans and tools In cooperation with the System Director, assist in developing the internal strategic communications plan for CHRISTUS Health, coordinating the writing, production and distribution of internal communications tools when needed In cooperation with the Senior Vice President and System Director of Public Affairs, assist with media relations, crisis communications and public relations activities as needed Working with the Senior Communications Specialist, assist with significant, on-going system department projects (for human resources/benefits/organization development/community health) on a limited basis that need communications plan development and implementation Assist the System Director in managing CHRISTUS Health's Customer Relationship Management (CRM) marketing database Provide regional creation and management of customer market research and message development, market segmentation studies, tracking and performance improvement measures, and other support services for various regions Supervise and coordinating the work of various freelance and contract support including photographers and graphic artists as needed for marketing and communication projects Requirements: Bachelor's Degree Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
09/05/2025
Full time
Description Summary: The Senior Marketing Specialist ("the Specialist") is responsible for leading coordination of marketing and communication activities for CHRISTUS entities and departments/initiatives as directed by the Senior Director of Strategic Marketing and Communications as part of the system strategic marketing and communications department's function. Specifically, the Senior Marketing Specialist is responsible for assisting with regional/entity marketing plan development and customer relationship management (CRM) program development which includes: coordination of system health campaigns or other branding/marketing messaging as needed for regional use, coordination with system ad agencies and graphic designers for campaign development and/or order form development, understanding CRM strategies for the deployment at the regional/entity level, identifying customer segments and engagement activities especially in terms of affinity groups and related specialized targets, utilizing third party contracted applications, assisting Director of CRM with regional/entity educational opportunities/meetings and coordination of plug-in products such as e-newsletters and printing production as needed, and serving as the primary department contact for Project Management of internal system department requests which includes, but not limited to: Human Resources, Wellness/Benefits, Diversity and Inclusion, Legal, Mission and Ethics, etc. The Specialist will possess the ability to manage outside vendors, ad agencies, graphic designers, production companies, printers and related contracted resources to meet deadline and budget requirements for projects. Coordination also involves teaming the right internal resources for project completion interfacing with others such as writing/communications, PR/social media, strategic planning, business development, legal, etc. The Specialist will serve as primary department contact for brand management including creation and maintenance of the CHRISTUS Brand Center (Identity Manager), maintaining brand standards and logo guidelines, processing name requests with region/entities and system Legal department, managing third party branding vendor relations and contracts, handling external signage requests/designs/capital requests, managing the CHRISTUS Store and all other duties related to identity management and third party vendor coordination. The Specialist will be the primary department contact for system special events as needed including Touchstone awards, Open Houses, charitable event participation, etc. This Specialist will possess a strong marketing strategy and communications background with the ability to assess the utilization of marketing resources including advertising, public relations, collateral materials, CRM, e-Marketing, sales activity, etc., to best utilize budget and meet pre-defined goals or return on investment levels. The Specialist will serve as a partner to regions/entities in their planning efforts supporting the use of system resources such as CRM third party data, e-Marketing offerings, design resources and similar components to help develop and implement their marketing plans and campaigns (especially related to growing profitable business and increasing sales). The Specialist will serve as an internal Project Manager to system departments for coordination of campaign needs, collateral material creation and production, and special projects assistance, working with all system department members including the areas of marketing, CRM, PR/social media, communications, etc., for project coordination. The Specialist will help coordinate agency involvement as needed, create promotional pieces/items and other printed materials to support these marketing efforts and events; and serve as a liaison to regional marketing leaders for their involvement in system Associate communication efforts as needed. The Senior Marketing Specialist will be in a position to interface daily with various publics and constituents, including senior leadership at the system and entity level, marketing professionals at all regional entities, ad agencies and design firms, board members, news media representatives, community and political leaders and the general public. The Specialist will be privy to and responsible for confidential corporate information, including strategic plans, financial information, risk management situations and patient information and should exercise professional judgment in relation to maintaining the confidentiality of such knowledge and information. Responsibilities: In cooperation with the System Director, plan and implement marketing campaigns, including working closely with the marketing/communications staffs and senior leaders at the regions, to assist in implementation of the campaigns Serve as an internal consultant to CHRISTUS regions and other system departments, preparing and assisting in the development, implementation, and measurement of strategic communications and marketing plans and tools In cooperation with the System Director, assist in developing the internal strategic communications plan for CHRISTUS Health, coordinating the writing, production and distribution of internal communications tools when needed In cooperation with the Senior Vice President and System Director of Public Affairs, assist with media relations, crisis communications and public relations activities as needed Working with the Senior Communications Specialist, assist with significant, on-going system department projects (for human resources/benefits/organization development/community health) on a limited basis that need communications plan development and implementation Assist the System Director in managing CHRISTUS Health's Customer Relationship Management (CRM) marketing database Provide regional creation and management of customer market research and message development, market segmentation studies, tracking and performance improvement measures, and other support services for various regions Supervise and coordinating the work of various freelance and contract support including photographers and graphic artists as needed for marketing and communication projects Requirements: Bachelor's Degree Work Schedule: 8AM - 5PM Monday-Friday Work Type: Full Time
Connecticut Institute for Communities, Inc.
A/P Finance Assistant
Connecticut Institute for Communities, Inc. Danbury, Connecticut
Connecticut Institute for Communities, Inc. Description: CIFC seeks to hire two full-time A/P Finance Assistant(s) to work in our Finance Department. These positions are responsible for the following core functions and performs other tasks as needed: Accounts Payable processing (60%) Other (40%) These positions are expected to work on functions as per the most recent program allocation and is subject to revision as a result of organizational growth and change. Under the direction of the Deputy Finance Director / CIFC Health Accounting Manager (or designee): A. Accounts Payable Processing (60%) Receive and route purchase requisitions and vouchers within a timely manner to Deputy Finance Director/Comptroller, CIFC Health Accounting Manager, CFO and assigns purchase orders as needed Logs and returns copies of approved purchase orders and requisitions to appropriate program manager Once required approvals are obtained and product / services have been rendered vouchers into the Blackbaud system. Keep Deputy Finance Director/Comptroller or CIFC Health Accounting Manager informed of all situations and problems that affect the smooth daily functioning of Accounts Payable Prepare or make deposits at local banks Place online orders as needed Reconcile petty cash, credit card collections and vaccine inventories B. Other Responsibilities (40%) Business Office / CIFC Health o Various Balance Sheet Reconciliations o Program specific finance analysis o Complete other tasks assigned by Deputy Finance Director/Comptroller, CIFC Health Manager and the CFO in an accurate and timely manner Business Office only o Receives all business office mail and distributes appropriately o Delivers unopened bank statements for all accounts to the Deputy Finance Director for review o Receives all funds presented by cash and/or check o Prepares bank deposit documents and submits to Deputy Finance Director/Comptroller for deposit CIFC Health only o Cash collection and bank deposits from health center sites o Cash collection reconciliation Staff/Team Expectations Uphold the shared values of the program and maintain Relias training Cooperate with co-workers, providing assistance, information or other support as it is needed to ensure quality service to children and families and to build and maintain positive relationships Actively participate in staff meetings, mandated training, committee meetings, and other program-wide functions as needed, including some evening activities Recognize that your job description is service area specific and that a successful employee upholds the overall employment manual and specifically, but not limited to, confidentiality, child abuse reporting, attendance and dependability, appropriate dress, program resources, and promoting and maintaining a safe work environment Demonstrate integrity and responsibility by always doing one's personal best, being honest and ethical, following through on commitments Maintain a commitment to professionalism, continue own professional development and manage performance by taking responsibility for one's own performance, setting goals, eliciting feedback, tracking progress and addressing performance issues promptly As requested, attend local, state and regional initiatives to represent the agency and to develop professionally Exhibit flexibility by showing an openness to different and new ways of doing things, and changing strategy when an initial strategy is unsuccessful Show initiative by identifying what needs to be done and doing it before being asked or before the situation requires it Respect the time constraints of co-workers by showing up to meetings promptly, and giving advance notice if for any reason you are unable to carry out your responsibilities Requirements: Qualifications: AA in Accounting or related field, and two (2) years related experience, or BA in accounting or related field, and some related experience Bilingual (Spanish/English) skills highly preferred Thorough knowledge of Excel software program Thorough knowledge of general office practices, generally gained through at least one year's part-time equivalent office/administrative experience Strong working knowledge of computers, the internet, Windows and Microsoft Office software Accurate editing and keyboarding skills (45 words per minute) Ability to work in a professional manner both independently and with others in a team environment Strong written and verbal communication skills Strong organizational skills Ability to perform assigned duties in a safe and efficient manner. Able to tolerate occasional lifting of up to 25 pounds Able to tolerate daily sitting working at a computer and standing to operate various office equipment Able to handle daily repetitive hand and wrist motions, via production/copying, keyboarding, phone work, and the like Able to comprehend assignments, determine and prioritize workload, multi-task, problem solve and meet deadlines Handle frequent in-person, electronic and phone contact with staff and public, often involving confidential information Must be at least 18 years of age Pass physical examination, background check. Competitive compensation, plus comprehensive fringe benefits package, including health care coverage and retirement program. 13 paid Holidays in addition to paid time off. CIFC is an approved site for PSLF eligibility. Closing Date: Open Until FilledCIFC is an Equal Opportunity Employer Compensation details: 20-25 Hourly Wage PIcae50a7450bb-0107
09/05/2025
Full time
Connecticut Institute for Communities, Inc. Description: CIFC seeks to hire two full-time A/P Finance Assistant(s) to work in our Finance Department. These positions are responsible for the following core functions and performs other tasks as needed: Accounts Payable processing (60%) Other (40%) These positions are expected to work on functions as per the most recent program allocation and is subject to revision as a result of organizational growth and change. Under the direction of the Deputy Finance Director / CIFC Health Accounting Manager (or designee): A. Accounts Payable Processing (60%) Receive and route purchase requisitions and vouchers within a timely manner to Deputy Finance Director/Comptroller, CIFC Health Accounting Manager, CFO and assigns purchase orders as needed Logs and returns copies of approved purchase orders and requisitions to appropriate program manager Once required approvals are obtained and product / services have been rendered vouchers into the Blackbaud system. Keep Deputy Finance Director/Comptroller or CIFC Health Accounting Manager informed of all situations and problems that affect the smooth daily functioning of Accounts Payable Prepare or make deposits at local banks Place online orders as needed Reconcile petty cash, credit card collections and vaccine inventories B. Other Responsibilities (40%) Business Office / CIFC Health o Various Balance Sheet Reconciliations o Program specific finance analysis o Complete other tasks assigned by Deputy Finance Director/Comptroller, CIFC Health Manager and the CFO in an accurate and timely manner Business Office only o Receives all business office mail and distributes appropriately o Delivers unopened bank statements for all accounts to the Deputy Finance Director for review o Receives all funds presented by cash and/or check o Prepares bank deposit documents and submits to Deputy Finance Director/Comptroller for deposit CIFC Health only o Cash collection and bank deposits from health center sites o Cash collection reconciliation Staff/Team Expectations Uphold the shared values of the program and maintain Relias training Cooperate with co-workers, providing assistance, information or other support as it is needed to ensure quality service to children and families and to build and maintain positive relationships Actively participate in staff meetings, mandated training, committee meetings, and other program-wide functions as needed, including some evening activities Recognize that your job description is service area specific and that a successful employee upholds the overall employment manual and specifically, but not limited to, confidentiality, child abuse reporting, attendance and dependability, appropriate dress, program resources, and promoting and maintaining a safe work environment Demonstrate integrity and responsibility by always doing one's personal best, being honest and ethical, following through on commitments Maintain a commitment to professionalism, continue own professional development and manage performance by taking responsibility for one's own performance, setting goals, eliciting feedback, tracking progress and addressing performance issues promptly As requested, attend local, state and regional initiatives to represent the agency and to develop professionally Exhibit flexibility by showing an openness to different and new ways of doing things, and changing strategy when an initial strategy is unsuccessful Show initiative by identifying what needs to be done and doing it before being asked or before the situation requires it Respect the time constraints of co-workers by showing up to meetings promptly, and giving advance notice if for any reason you are unable to carry out your responsibilities Requirements: Qualifications: AA in Accounting or related field, and two (2) years related experience, or BA in accounting or related field, and some related experience Bilingual (Spanish/English) skills highly preferred Thorough knowledge of Excel software program Thorough knowledge of general office practices, generally gained through at least one year's part-time equivalent office/administrative experience Strong working knowledge of computers, the internet, Windows and Microsoft Office software Accurate editing and keyboarding skills (45 words per minute) Ability to work in a professional manner both independently and with others in a team environment Strong written and verbal communication skills Strong organizational skills Ability to perform assigned duties in a safe and efficient manner. Able to tolerate occasional lifting of up to 25 pounds Able to tolerate daily sitting working at a computer and standing to operate various office equipment Able to handle daily repetitive hand and wrist motions, via production/copying, keyboarding, phone work, and the like Able to comprehend assignments, determine and prioritize workload, multi-task, problem solve and meet deadlines Handle frequent in-person, electronic and phone contact with staff and public, often involving confidential information Must be at least 18 years of age Pass physical examination, background check. Competitive compensation, plus comprehensive fringe benefits package, including health care coverage and retirement program. 13 paid Holidays in addition to paid time off. CIFC is an approved site for PSLF eligibility. Closing Date: Open Until FilledCIFC is an Equal Opportunity Employer Compensation details: 20-25 Hourly Wage PIcae50a7450bb-0107
Senior Land Project Manager, Southeast
Open Space Institute, Inc Charleston, South Carolina
Reports to : Senior Vice President of Land, Southeast Department: Land Location: Charleston, SC Work Arrangement: Hybrid; in office at least 3 days per week with flexibility to work from home 1-2 days, and in accordance with business needs Work Hours: Full-time, M-F, 9am-5pm Pay Range: $105,000-$110,000 FLSA Status: Exempt About the Open Space Institute The Open Space Institute (OSI) is a national leader in land conservation and efforts to make parks and other protected land more welcoming for all. Since 1974, OSI has partnered in the protection of more than 2.5 million at-risk and environmentally sensitive acres in the eastern U.S. and Canada. OSI's land protection promotes clean air and water, improves access to recreation, provides wildlife habitat, strengthens communities, and combats the devastating impacts of extreme weather. Position Overview The Senior Project Manager has significant experience in conservation real estate transactions, focusing on preserving critical open spaces and sensitive lands using various acquisition techniques. This role involves developing and advancing regional and local conservation program priorities through real estate transactions (primarily fee simple) and securing local, federal and state grants. The Senior Project Manager works under the supervision of the Senior Vice President of the Southeast Land program and works closely with the Land and Legal Department. This position will focus primarily on land transactions in South Carolina. Additionally, they assist in managing the OSILT Land property portfolio in the Southeast as needed. Coordination with the stewardship department, strategic planning, program development, and fundraising support are also key responsibilities. Job Responsibilities and Duties Project management of real estate transactions: Manages land transactions, under the direction of the SVP and in coordination with OSI legal personnel. This includes negotiating business terms of purchase and sale agreements, reviewing appraisals and environmental assessments; managing public review processes and public agency relationships. Assists on land stewardship tasks as needed including hunt lease coordination, timber agreements, site monitoring, and property security. Reviews and prepares project term sheets and board submissions, assists in budgeting and project portfolio tracking. Works with project team to identify and develop sources of funding for land acquisition and OSI operating support. Collaborates with Finance and Development departments on administration, compliance, and reporting of public and private grants once secured. This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities that may be required in this position. There may be unplanned activities and other duties as assigned. Required Skills Superior written and oral communication skills; Sound understanding of real estate principles and economics; Strategically utilize relationships to further OSI's conservation goals; Ability to work well as part of a team, and individually; Expert knowledge of real estate due diligence process and government processes; High-level familiarity with public agency land acquisition departments; Excellent working knowledge of the processes for obtaining public funding for land acquisition; Ability to manage multiple properties, multiple funding sources, develop programs and use resources of the organization to accomplish larger initiatives; Highly organized. Qualifications Bachelor's degree, advanced degree in related field preferred; 7-10 years of conservation real estate project-related experience; Existing relationships with public agencies, government officials, non-profit organizations and the business community; Existing relationships with philanthropic foundations and individual donor prospects. Location & Physical Requirements This position is based out of our Charleston, South Carolina office Hybrid work arrangement with at least three days per week in office expected weekly Frequent regional travel, approximately 2 times per month Frequently sits for long periods of time Frequently speaks, reads, writes and uses a computer keyboard May require occasional standing, walking, lifting, stooping, bending, moving files Please note: If you do not wholly meet the above qualifications but believe you are otherwise well-suited to meet the needs of this position, we encourage you to apply. Application Apply here! Attach a cover letter that includes where you learned of the job posting along with your resume. Applications without a cover letter are not likely to be considered. Applications will be reviewed on a rolling basis through October 3, 2025, with earlier submissions receiving priority consideration. You will receive an acknowledgment once your application has been submitted, and we will contact you if we would like to schedule an interview. This is a full-time position requiring 37.5 hours per week within regular business hours; typically 9am-5pm. The role involves working onsite at our Charleston, SC office at least three days per week and involves frequent regional travel, approximately 2 times per month. Pay for this position is $105,000-$110,000, commensurate with the candidate's skill level and experience. The recruiting team is committed to sharing details regarding compensation based on the candidate's qualifications during the interview process. OSI is an equal opportunity employer. We recognize that our conservation mission is best advanced by the contributions of people of diverse backgrounds, experiences, beliefs, and cultures. We are committed to cultivating and retaining a diverse and inclusive work environment that fosters belonging. OSI offers accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please send a note to with Request for Accommodation in the subject line. OSI does not discriminate in hiring or employment on the basis of race, color, religion, gender, gender identity or expression, marital status, sexual orientation, national origin, citizenship, age, disability, height, weight, veteran status, or any other characteristic protected by federal, state, or local law. Compensation details: 00 Yearly Salary PI650b65365d22-2423
09/04/2025
Full time
Reports to : Senior Vice President of Land, Southeast Department: Land Location: Charleston, SC Work Arrangement: Hybrid; in office at least 3 days per week with flexibility to work from home 1-2 days, and in accordance with business needs Work Hours: Full-time, M-F, 9am-5pm Pay Range: $105,000-$110,000 FLSA Status: Exempt About the Open Space Institute The Open Space Institute (OSI) is a national leader in land conservation and efforts to make parks and other protected land more welcoming for all. Since 1974, OSI has partnered in the protection of more than 2.5 million at-risk and environmentally sensitive acres in the eastern U.S. and Canada. OSI's land protection promotes clean air and water, improves access to recreation, provides wildlife habitat, strengthens communities, and combats the devastating impacts of extreme weather. Position Overview The Senior Project Manager has significant experience in conservation real estate transactions, focusing on preserving critical open spaces and sensitive lands using various acquisition techniques. This role involves developing and advancing regional and local conservation program priorities through real estate transactions (primarily fee simple) and securing local, federal and state grants. The Senior Project Manager works under the supervision of the Senior Vice President of the Southeast Land program and works closely with the Land and Legal Department. This position will focus primarily on land transactions in South Carolina. Additionally, they assist in managing the OSILT Land property portfolio in the Southeast as needed. Coordination with the stewardship department, strategic planning, program development, and fundraising support are also key responsibilities. Job Responsibilities and Duties Project management of real estate transactions: Manages land transactions, under the direction of the SVP and in coordination with OSI legal personnel. This includes negotiating business terms of purchase and sale agreements, reviewing appraisals and environmental assessments; managing public review processes and public agency relationships. Assists on land stewardship tasks as needed including hunt lease coordination, timber agreements, site monitoring, and property security. Reviews and prepares project term sheets and board submissions, assists in budgeting and project portfolio tracking. Works with project team to identify and develop sources of funding for land acquisition and OSI operating support. Collaborates with Finance and Development departments on administration, compliance, and reporting of public and private grants once secured. This job description is not intended to represent a complete, comprehensive list of all duties and responsibilities that may be required in this position. There may be unplanned activities and other duties as assigned. Required Skills Superior written and oral communication skills; Sound understanding of real estate principles and economics; Strategically utilize relationships to further OSI's conservation goals; Ability to work well as part of a team, and individually; Expert knowledge of real estate due diligence process and government processes; High-level familiarity with public agency land acquisition departments; Excellent working knowledge of the processes for obtaining public funding for land acquisition; Ability to manage multiple properties, multiple funding sources, develop programs and use resources of the organization to accomplish larger initiatives; Highly organized. Qualifications Bachelor's degree, advanced degree in related field preferred; 7-10 years of conservation real estate project-related experience; Existing relationships with public agencies, government officials, non-profit organizations and the business community; Existing relationships with philanthropic foundations and individual donor prospects. Location & Physical Requirements This position is based out of our Charleston, South Carolina office Hybrid work arrangement with at least three days per week in office expected weekly Frequent regional travel, approximately 2 times per month Frequently sits for long periods of time Frequently speaks, reads, writes and uses a computer keyboard May require occasional standing, walking, lifting, stooping, bending, moving files Please note: If you do not wholly meet the above qualifications but believe you are otherwise well-suited to meet the needs of this position, we encourage you to apply. Application Apply here! Attach a cover letter that includes where you learned of the job posting along with your resume. Applications without a cover letter are not likely to be considered. Applications will be reviewed on a rolling basis through October 3, 2025, with earlier submissions receiving priority consideration. You will receive an acknowledgment once your application has been submitted, and we will contact you if we would like to schedule an interview. This is a full-time position requiring 37.5 hours per week within regular business hours; typically 9am-5pm. The role involves working onsite at our Charleston, SC office at least three days per week and involves frequent regional travel, approximately 2 times per month. Pay for this position is $105,000-$110,000, commensurate with the candidate's skill level and experience. The recruiting team is committed to sharing details regarding compensation based on the candidate's qualifications during the interview process. OSI is an equal opportunity employer. We recognize that our conservation mission is best advanced by the contributions of people of diverse backgrounds, experiences, beliefs, and cultures. We are committed to cultivating and retaining a diverse and inclusive work environment that fosters belonging. OSI offers accommodations for individuals with disabilities in our job application process. If you need assistance or an accommodation due to a disability, please send a note to with Request for Accommodation in the subject line. OSI does not discriminate in hiring or employment on the basis of race, color, religion, gender, gender identity or expression, marital status, sexual orientation, national origin, citizenship, age, disability, height, weight, veteran status, or any other characteristic protected by federal, state, or local law. Compensation details: 00 Yearly Salary PI650b65365d22-2423
BLOOMBERG
Senior Quantitative Analyst - Home Price Modeling
BLOOMBERG New York, New York
Senior Quantitative Analyst - Home Price Modeling Location New York Business Area Engineering and CTO Ref # Description & Requirements The Bloomberg Structured Products team is responsible for all data, cash flows and analytics for the two million plus bonds that comprise the structured products universe. We own some of Bloomberg's largest databases, highest hit services, most comprehensive cash flow model libraries, and most complex analytic tools and valuation screens. Our products support Bloomberg's industry leading fixed income indices, security valuation services, portfolio management and trading platforms, as well as the daily workflow of countless traders, portfolio managers and research analysts. Who we are The Bloomberg Structured Products Quantitative Research Team We are an enthusiastic, talented team of quants who work side by side with product managers, engineers, and sales to create high impact valuation, surveillance and risk management tools for both internal and external clients. Our teams develop models that forecast cash flows for a variety of Agency, Non-Agency and ABS securities, produce valuation metrics used to determine relative value, and develop risk analytics used to quantify market risk for hedging and return attribution. We strive to create best-in-class prepayment/credit models for the US Agency MBS/CMBS, US Residential Non-Agency, Credit Risk Transfer (CRT), Mortgage Insurance, HELOC/HEL, Auto ABS and Japanese MBS markets. We also develop the home price and interest rate models that help power our prepayment and credit models. Our models are developed in conjunction with a comprehensive suite of daily analytics reports, model surveillance reports, whitepapers, specified pool cohorts, and valuation tools. We aim to provide timely model updates that incorporate the latest prepayment and credit data, stay in sync with evolving market developments and expand model coverage for new product types, while allowing clients the ability to fully customize their user experience with a comprehensive and intuitive set of model overrides. We strive to continually improve our valuation and surveillance platform by maintaining an ongoing, open dialogue with the entire community of traders, portfolio managers, regulators, research analysts and mortgage agencies that incorporate our models into their daily workflow as well as internal partners such as Index/PORT, BVAL, MARS, NEWS and BI. Our current Agency MBS projects include the development of a loan-level agency prepayment model and a new prepayment model for the GNMA project loan sector. Our current residential credit projects include the development of a new prepay/credit model for securities backed by home equity lines of credit (HELOC) and home equity loans (HEL), and expanding multipath OAS coverage for existing sectors through BTM model service enhancements. Other projects include updates to our mortgage rate models and the development of a new home price model. Who you are An innovative quantitative research analyst with a strong interest in financial markets. Someone who cares about the impact of their work and enjoys working with large datasets, conducting regression analysis, building analytic valuation tools, and supporting our clients. You enjoy collaborating and working closely with other people. You're a problem solver, eager to learn, and have a strong interest in the structured products domain. As part of this team, we'll trust you to Work collaboratively with team members to develop a new US regional home price model for use in valuing mortgage-backed securities Create analytical tools and reports that help clients track model performance, quantify market risk, and assess relative value Contribute to whitepapers, published reports, and webinars Help the team evolve and operate on a day-to-day basis You'll need to have Strong quantitative experience within the US housing markets with a focus on home price modeling 4+ years of professional experience building and maintaining home price models used to value mortgage-backed securities. Strong quantitative, analytical and problem solving skills Experience working with large data sets and conducting regression analysis Proficiency in SAS or equivalent, Excel, Linux/windows environments Excellent verbal and written communication and interpersonal skills BA/BS in Mathematics, Statistics, Economics, or other quantitative field We'd love to see MS or PhD in Mathematics, Statistics, Economics, or other quantitative field A passion for financial markets Salary Range = 155000 - 285000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
09/02/2025
Full time
Senior Quantitative Analyst - Home Price Modeling Location New York Business Area Engineering and CTO Ref # Description & Requirements The Bloomberg Structured Products team is responsible for all data, cash flows and analytics for the two million plus bonds that comprise the structured products universe. We own some of Bloomberg's largest databases, highest hit services, most comprehensive cash flow model libraries, and most complex analytic tools and valuation screens. Our products support Bloomberg's industry leading fixed income indices, security valuation services, portfolio management and trading platforms, as well as the daily workflow of countless traders, portfolio managers and research analysts. Who we are The Bloomberg Structured Products Quantitative Research Team We are an enthusiastic, talented team of quants who work side by side with product managers, engineers, and sales to create high impact valuation, surveillance and risk management tools for both internal and external clients. Our teams develop models that forecast cash flows for a variety of Agency, Non-Agency and ABS securities, produce valuation metrics used to determine relative value, and develop risk analytics used to quantify market risk for hedging and return attribution. We strive to create best-in-class prepayment/credit models for the US Agency MBS/CMBS, US Residential Non-Agency, Credit Risk Transfer (CRT), Mortgage Insurance, HELOC/HEL, Auto ABS and Japanese MBS markets. We also develop the home price and interest rate models that help power our prepayment and credit models. Our models are developed in conjunction with a comprehensive suite of daily analytics reports, model surveillance reports, whitepapers, specified pool cohorts, and valuation tools. We aim to provide timely model updates that incorporate the latest prepayment and credit data, stay in sync with evolving market developments and expand model coverage for new product types, while allowing clients the ability to fully customize their user experience with a comprehensive and intuitive set of model overrides. We strive to continually improve our valuation and surveillance platform by maintaining an ongoing, open dialogue with the entire community of traders, portfolio managers, regulators, research analysts and mortgage agencies that incorporate our models into their daily workflow as well as internal partners such as Index/PORT, BVAL, MARS, NEWS and BI. Our current Agency MBS projects include the development of a loan-level agency prepayment model and a new prepayment model for the GNMA project loan sector. Our current residential credit projects include the development of a new prepay/credit model for securities backed by home equity lines of credit (HELOC) and home equity loans (HEL), and expanding multipath OAS coverage for existing sectors through BTM model service enhancements. Other projects include updates to our mortgage rate models and the development of a new home price model. Who you are An innovative quantitative research analyst with a strong interest in financial markets. Someone who cares about the impact of their work and enjoys working with large datasets, conducting regression analysis, building analytic valuation tools, and supporting our clients. You enjoy collaborating and working closely with other people. You're a problem solver, eager to learn, and have a strong interest in the structured products domain. As part of this team, we'll trust you to Work collaboratively with team members to develop a new US regional home price model for use in valuing mortgage-backed securities Create analytical tools and reports that help clients track model performance, quantify market risk, and assess relative value Contribute to whitepapers, published reports, and webinars Help the team evolve and operate on a day-to-day basis You'll need to have Strong quantitative experience within the US housing markets with a focus on home price modeling 4+ years of professional experience building and maintaining home price models used to value mortgage-backed securities. Strong quantitative, analytical and problem solving skills Experience working with large data sets and conducting regression analysis Proficiency in SAS or equivalent, Excel, Linux/windows environments Excellent verbal and written communication and interpersonal skills BA/BS in Mathematics, Statistics, Economics, or other quantitative field We'd love to see MS or PhD in Mathematics, Statistics, Economics, or other quantitative field A passion for financial markets Salary Range = 155000 - 285000 USD Annually + Benefits + Bonus The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, education/training and skill level. We offer one of the most comprehensive and generous benefits plans available and offer a range of total rewards that may include merit increases, incentive compensation (exempt roles only), paid holidays, paid time off, medical, dental, vision, short and long term disability benefits, 401(k) +match, life insurance, and various wellness programs, among others. The Company does not provide benefits directly to contingent workers/contractors and interns.
Program Manager -- Recruiting and Supervising Mentors
PathWays of the River Valley Claremont, New Hampshire
PathWays has provided services to children and adults with developmental disabilities in both Sullivan and Lower Grafton County in NH for over 50 years and we are seeking a Program Manager (Employer Liaison) to help us continue and grow these services. Do you enjoy the challenge of finding the right person for the right job at the right time? Are you especially skilled at supervising employees who work remotely with varying schedules? Are you very organized and adept at problem-solving? Our Individualized Services department supports children and adults with developmental disabilities and their families to be actively engaged - with the Employer Liaison's assistance - in supervising the employees (Mentors) that work with them on a daily basis. As the liaison, you facilitate: recruitment and hiring of Mentors for the families assisting with finding the right match between Mentor and Family processing payroll and mileage coordinating required training for Mentors working through performance management dilemmas Identifying and recommending appropriate manager training for families We are looking for someone with at least 2 years of similar experience that includes supervision of staff. We highly prefer a Bachelor's degree in a related field though additional years of relevant experience may be substituted for a degree. You must have proven relationship-building skills and strong communication skills including verbal, written, and interpersonal. You must be able and willing to travel regionally for job fairs, professional meetings, and interviews while maintaining a flexible work schedule to meet agency needs. Basic knowledge of various employment laws and practices will serve you well in this role. You need intermediate knowledge and skills with MS Office with the ability to adapt to new software and systems. As you will travel regionally, reliable transportation, a valid driver's license, and auto insurance are required. Mileage is reimbursed per our policy. This position can be hybrid after the initial training period with an agency-supplied laptop and mobile phone. We do conduct an extensive background check and you must provide 2 (two) professional references. We work hard for our individuals and families while enjoying an environment of dedication, commitment, fulfillment, and fun. Come join us! Compensation details: 22-25 Hourly Wage PI-8949
09/02/2025
Full time
PathWays has provided services to children and adults with developmental disabilities in both Sullivan and Lower Grafton County in NH for over 50 years and we are seeking a Program Manager (Employer Liaison) to help us continue and grow these services. Do you enjoy the challenge of finding the right person for the right job at the right time? Are you especially skilled at supervising employees who work remotely with varying schedules? Are you very organized and adept at problem-solving? Our Individualized Services department supports children and adults with developmental disabilities and their families to be actively engaged - with the Employer Liaison's assistance - in supervising the employees (Mentors) that work with them on a daily basis. As the liaison, you facilitate: recruitment and hiring of Mentors for the families assisting with finding the right match between Mentor and Family processing payroll and mileage coordinating required training for Mentors working through performance management dilemmas Identifying and recommending appropriate manager training for families We are looking for someone with at least 2 years of similar experience that includes supervision of staff. We highly prefer a Bachelor's degree in a related field though additional years of relevant experience may be substituted for a degree. You must have proven relationship-building skills and strong communication skills including verbal, written, and interpersonal. You must be able and willing to travel regionally for job fairs, professional meetings, and interviews while maintaining a flexible work schedule to meet agency needs. Basic knowledge of various employment laws and practices will serve you well in this role. You need intermediate knowledge and skills with MS Office with the ability to adapt to new software and systems. As you will travel regionally, reliable transportation, a valid driver's license, and auto insurance are required. Mileage is reimbursed per our policy. This position can be hybrid after the initial training period with an agency-supplied laptop and mobile phone. We do conduct an extensive background check and you must provide 2 (two) professional references. We work hard for our individuals and families while enjoying an environment of dedication, commitment, fulfillment, and fun. Come join us! Compensation details: 22-25 Hourly Wage PI-8949
Fresenius Medical Care
Healthcare Operations Facility Administrator
Fresenius Medical Care Farmerville, Louisiana
PURPOSE AND SCOPE: Supports FMCNA's mission, vision, core values and customer service philosophy. Adheres to the FMCNA Compliance Program, including following all regulatory, FMS and FMS policy requirements. Manages and oversees the daily operations of the facility ensuring cost-effective facility operations in accordance with all legal, compliance and regulatory requirements and programs. Collaborates with the Medical Director and the Clinical Coordinator /Charge Nurse or Nurse Supervisor regarding the provision of quality patient care in the dialysis facility incorporating all activities from admission through to discharge. As the clinic leader, has the authority to make daily decisions to ensure the appropriate continuity of care and patient and staff safety. DUTIES / ACTIVITIES: CUSTOMER SERVICE: Responsible for driving the FMS culture through values and customer service standards. Accountable for outstanding customer service to all external and internal customers. Develops and maintains effective relationships through effective and timely communication. Takes initiative and action to respond, resolve and follow up regarding customer service issues with all customers in a timely manner. PRINCIPAL RESPONSIBILITIES AND DUTIES Responsible for the administration of the daily business operations of the dialysis clinic including managing the functions and actions related to the center staff, quality of overall provision of patient care, maintenance of the physical plant and center equipment, and inventory control. Manages the profit and loss and other related financial aspects for the center ensuring optimal facility operations to achieve or exceed the budget and key performance indicators. Collaborates closely with, providing oversight as needed to, the Clinical Coordinator/Charge RN or Nurse Supervisor acting as nurse manager, the Medical Director, and the physicians regarding the direct patient care responsibilities within the facility to ensure the provision of outstanding quality of patient care, as defined by the FMS quality goals, and compliance with the pertinent company policies and procedures. Collaboration activities include: Coordinating all aspects of patient care from admission through discharge of the patient. Ensuring the provision of education to the patient and the patient's family regarding access care including medical instructions. Addressing patient concerns, issues, and questions including the review of patient satisfaction surveys. Developing and communicating efficient and timely patient schedules to ensure maximization of facility efficiency. Assisting as needed with patient workflow, monitoring pre, intra, and post, procedures as appropriate. Implementing and maintaining a Continuous Quality Improvement (CQI) Process Improvement Team that involves staff and pertinent physicians in problem solving activities meeting on a regular basis to address identified issues. Continually reviewing Center operations to ensure compliance with Federal and State laws. Ensures compliance with all state agency regulations. Develops and maintains strong Medical Director and physician relationships, facilitating staff relationships with physicians, and ensuring regular and effective communication with all physicians including participating in regular meetings with Medical Directors. Markets available services through presentations to physicians and dialysis facilities. Supports and drives FMS quality standards through meeting regulatory requirements and the practice of CQI, including the use of the appropriate company CQI tools. Works with the Clinical Coordinator /Charge RN or Nurse Supervisor and Medical Director to implement FMS quality goals and develop facility specific action plans in order to achieve FMS quality standards. Oversees and monitors the provision of the appropriate training according to FMS policy to ensure ongoing compliance with all company and FMS risk management initiatives. Collaborates with the Clinical Coordinator/Charge RN or Nurse Supervisor to ensure the aggressive treatment of, and actions taken, regarding adverse events and action thresholds. Ensures all Quality policies and procedures are communicated to and implemented by the facility staff. Maintains integrity of medical records and other FMS administrative and operational records. Complies and assists with all data collection and auditing activities. Manages the day to day activities and workload of the facility staff providing guidance and leadership as appropriate to ensure the effective, efficient and timely execution of duties and tasks. Creates, maintains, and communicates efficient and timely employee schedules according to the staffing needs of the facility to ensure adequate staffing on a daily basis. Consults with Clinical Coordinator /Charge RN or Nurse Supervisor and Medical Director to optimize clinical staffing. Provides informal feedback to staff on an ongoing basis and formal feedback in the form of the annual performance evaluation during the focal merit review process. Obtains feedback and input regarding the staff performance from the Medical Director and Clinical Coordinator/Charge RN or Nurse Supervisor and acts on the feedback as appropriate. Collaborates with staff and Clinical Coordinator/Charge RN or Nurse Supervisor and Medical Director to set annual goals for staff. Manages the department staffing through the appropriate hiring, firing and disciplinary actions. Maintains written documentation of all disciplinary meetings in accordance with the established personnel policies, and confers with Human Resources and Director of Operations regarding the nature of the disciplinary decisions. Ensures execution of new hire orientation and training, and ICD-9 code training when applicable for new hires, and works with Medical Director to ensure mandatory in-services are completed. Ensures appropriate documentation is completed for current licensure, annual in-service and policy and procedure in-service updates. Responsible for ensuring all facility employees receive appropriate trainings according to company policy including company risk management initiatives. Provides training and guidance to facility staff members to ensure development of clinical competences providing opportunities for professional growth and encouraging personal growth. Collaborates with HR regarding providing information to staff pertaining to FMS/FMCNA benefits, Human Resources policies and procedures. Participates in Corporate and Division specific employee recognition and satisfaction programs. Maintains a close working relationship with Division and Corporate office personnel and ensures appropriate communication of FMS, Division, and Corporate initiatives, policies and procedures to facility staff. Utilizes knowledge of FMCNA and FMS services and products to contribute to the growth of the business. Maintains facility environmental integrity and safety. Schedules the maintenance and repair of equipment, operating systems and physical structure of the facility, as needed. Monitors security of the facility. Coordinates inventory/supply management by reviewing monthly inventory count and approving purchase orders for necessary items to ensure cost containment, timely distribution and competitive pricing. Responsible for efficient utilization of medication, laboratory, inventory, supplies and equipment to achieve supply cost goals following all guidelines established in the FMS/FMS formularies. Contributes to the development and revision of any applicable policies and procedures for the facility and the pertinent updating and maintenance of the related manuals. Directs any necessary information gathering, as required, to support billing, billing issues and collection activities. Coordinates and approves facility payroll. Responsible for participating in all on-site internal and external (state and federal) surveys. Reviews new and existing provider contracts for various vendor services, including but not limited to, insurance, laboratory, and facility cleaning. Other duties as assigned. PHYSICAL DEMANDS AND WORKING CONDITIONS: The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Day to day work includes desk and personal computer work and interaction with patients, facility staff and physicians. The position requires travel between assigned facilities and various locations within the community. Travel to regional, Business Unit and Corporate meetings may be required. The work environment is characteristic of a health care facility with air temperature control and moderate noise levels. May be exposed to infectious and contagious diseases/materials. The position oversees the provision of patient care that regularly involves heavy lifting and moving of patients, and assisting with ambulation. Coworkers may provide assistance. The position requires frequent prolonged periods of standing and the employee must be able to bend over. The employee may occasionally be required to move . click apply for full job details
09/02/2025
Full time
PURPOSE AND SCOPE: Supports FMCNA's mission, vision, core values and customer service philosophy. Adheres to the FMCNA Compliance Program, including following all regulatory, FMS and FMS policy requirements. Manages and oversees the daily operations of the facility ensuring cost-effective facility operations in accordance with all legal, compliance and regulatory requirements and programs. Collaborates with the Medical Director and the Clinical Coordinator /Charge Nurse or Nurse Supervisor regarding the provision of quality patient care in the dialysis facility incorporating all activities from admission through to discharge. As the clinic leader, has the authority to make daily decisions to ensure the appropriate continuity of care and patient and staff safety. DUTIES / ACTIVITIES: CUSTOMER SERVICE: Responsible for driving the FMS culture through values and customer service standards. Accountable for outstanding customer service to all external and internal customers. Develops and maintains effective relationships through effective and timely communication. Takes initiative and action to respond, resolve and follow up regarding customer service issues with all customers in a timely manner. PRINCIPAL RESPONSIBILITIES AND DUTIES Responsible for the administration of the daily business operations of the dialysis clinic including managing the functions and actions related to the center staff, quality of overall provision of patient care, maintenance of the physical plant and center equipment, and inventory control. Manages the profit and loss and other related financial aspects for the center ensuring optimal facility operations to achieve or exceed the budget and key performance indicators. Collaborates closely with, providing oversight as needed to, the Clinical Coordinator/Charge RN or Nurse Supervisor acting as nurse manager, the Medical Director, and the physicians regarding the direct patient care responsibilities within the facility to ensure the provision of outstanding quality of patient care, as defined by the FMS quality goals, and compliance with the pertinent company policies and procedures. Collaboration activities include: Coordinating all aspects of patient care from admission through discharge of the patient. Ensuring the provision of education to the patient and the patient's family regarding access care including medical instructions. Addressing patient concerns, issues, and questions including the review of patient satisfaction surveys. Developing and communicating efficient and timely patient schedules to ensure maximization of facility efficiency. Assisting as needed with patient workflow, monitoring pre, intra, and post, procedures as appropriate. Implementing and maintaining a Continuous Quality Improvement (CQI) Process Improvement Team that involves staff and pertinent physicians in problem solving activities meeting on a regular basis to address identified issues. Continually reviewing Center operations to ensure compliance with Federal and State laws. Ensures compliance with all state agency regulations. Develops and maintains strong Medical Director and physician relationships, facilitating staff relationships with physicians, and ensuring regular and effective communication with all physicians including participating in regular meetings with Medical Directors. Markets available services through presentations to physicians and dialysis facilities. Supports and drives FMS quality standards through meeting regulatory requirements and the practice of CQI, including the use of the appropriate company CQI tools. Works with the Clinical Coordinator /Charge RN or Nurse Supervisor and Medical Director to implement FMS quality goals and develop facility specific action plans in order to achieve FMS quality standards. Oversees and monitors the provision of the appropriate training according to FMS policy to ensure ongoing compliance with all company and FMS risk management initiatives. Collaborates with the Clinical Coordinator/Charge RN or Nurse Supervisor to ensure the aggressive treatment of, and actions taken, regarding adverse events and action thresholds. Ensures all Quality policies and procedures are communicated to and implemented by the facility staff. Maintains integrity of medical records and other FMS administrative and operational records. Complies and assists with all data collection and auditing activities. Manages the day to day activities and workload of the facility staff providing guidance and leadership as appropriate to ensure the effective, efficient and timely execution of duties and tasks. Creates, maintains, and communicates efficient and timely employee schedules according to the staffing needs of the facility to ensure adequate staffing on a daily basis. Consults with Clinical Coordinator /Charge RN or Nurse Supervisor and Medical Director to optimize clinical staffing. Provides informal feedback to staff on an ongoing basis and formal feedback in the form of the annual performance evaluation during the focal merit review process. Obtains feedback and input regarding the staff performance from the Medical Director and Clinical Coordinator/Charge RN or Nurse Supervisor and acts on the feedback as appropriate. Collaborates with staff and Clinical Coordinator/Charge RN or Nurse Supervisor and Medical Director to set annual goals for staff. Manages the department staffing through the appropriate hiring, firing and disciplinary actions. Maintains written documentation of all disciplinary meetings in accordance with the established personnel policies, and confers with Human Resources and Director of Operations regarding the nature of the disciplinary decisions. Ensures execution of new hire orientation and training, and ICD-9 code training when applicable for new hires, and works with Medical Director to ensure mandatory in-services are completed. Ensures appropriate documentation is completed for current licensure, annual in-service and policy and procedure in-service updates. Responsible for ensuring all facility employees receive appropriate trainings according to company policy including company risk management initiatives. Provides training and guidance to facility staff members to ensure development of clinical competences providing opportunities for professional growth and encouraging personal growth. Collaborates with HR regarding providing information to staff pertaining to FMS/FMCNA benefits, Human Resources policies and procedures. Participates in Corporate and Division specific employee recognition and satisfaction programs. Maintains a close working relationship with Division and Corporate office personnel and ensures appropriate communication of FMS, Division, and Corporate initiatives, policies and procedures to facility staff. Utilizes knowledge of FMCNA and FMS services and products to contribute to the growth of the business. Maintains facility environmental integrity and safety. Schedules the maintenance and repair of equipment, operating systems and physical structure of the facility, as needed. Monitors security of the facility. Coordinates inventory/supply management by reviewing monthly inventory count and approving purchase orders for necessary items to ensure cost containment, timely distribution and competitive pricing. Responsible for efficient utilization of medication, laboratory, inventory, supplies and equipment to achieve supply cost goals following all guidelines established in the FMS/FMS formularies. Contributes to the development and revision of any applicable policies and procedures for the facility and the pertinent updating and maintenance of the related manuals. Directs any necessary information gathering, as required, to support billing, billing issues and collection activities. Coordinates and approves facility payroll. Responsible for participating in all on-site internal and external (state and federal) surveys. Reviews new and existing provider contracts for various vendor services, including but not limited to, insurance, laboratory, and facility cleaning. Other duties as assigned. PHYSICAL DEMANDS AND WORKING CONDITIONS: The physical demands and work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Day to day work includes desk and personal computer work and interaction with patients, facility staff and physicians. The position requires travel between assigned facilities and various locations within the community. Travel to regional, Business Unit and Corporate meetings may be required. The work environment is characteristic of a health care facility with air temperature control and moderate noise levels. May be exposed to infectious and contagious diseases/materials. The position oversees the provision of patient care that regularly involves heavy lifting and moving of patients, and assisting with ambulation. Coworkers may provide assistance. The position requires frequent prolonged periods of standing and the employee must be able to bend over. The employee may occasionally be required to move . click apply for full job details
Chief Development Officer
Boys & Girls Clubs of the Fox Valley Appleton, Wisconsin
The Boys & Girls Clubs of the Fox Valley is searching for an experienced and accomplished resource development leader to work in partnership with a CEO that understands the process and magic of major gift fundraising. The CEO's support of philanthropy and already well-established expectations of the Board supply a strong foundation for continued growth. The Boys & Girls Clubs of the Fox Valley has a strong fundraising track record and the individual selected for this opportunity should be able to leverage that success to design and implement a comprehensive fund development program that further advances the organization's service to over 11,000 young people each year. The Chief Development Officer's core responsibilities include working with the CEO and Board to plan and execute comprehensive resource development strategies and monitor progress toward goals. This position also helps position the Board to cultivate and solicit major gifts and grants from individuals, corporations, foundations, United Way, government agencies, and others, and leads and directs a team of resource development personnel. Essential Functions Leadership & Supervision Design a comprehensive development strategy, identifying funds needed, funding targets, and tactics. Provide leadership and direction to the CEO and Board in the effective execution of all resource development activities. Form, develop and manage a team of resource development professionals of sufficient skill, talent, and number necessary to successfully execute fundraising plans. Identify staffing needs for major campaigns and ongoing development activities. Interview and hire team members. Actively mentor and otherwise support the professional development of all resource development team members. Oversee the resource development team, extending and sustaining values-based culture built on autonomy, mastery and purpose throughout. Fundraising Develop and implement tactical plans for single and multi-year resource development efforts in partnership with the CEO and the Board that feature: Research and analysis of agency, corporate, individual, and foundation donors and prospective donors, their capacity and philanthropic interests, and their preferred ways of being approached and engaged. Preparation and presentation of proposals for corporate and foundation support of the Club. Best practice donor stewardship activities. Best-in-class special events bring enough donors closer to the organization's mission and expand its base of support. Direct mail. Planned giving. Annual campaigns. Giving incentives such as matching gift challenges. Various other fund-raising projects or initiatives assigned by the CEO. Continuous Improvement Ensure the use of on-going continuous improvement processes inclusive of tools such as PDSA's, aim statements, and other practices that enhance learning and lead to fund-raising success. Board Development Assist in finding, recruiting, and training board members. Motivate and support committees responsible for planning and performing resource development activities. Resource Management Control Resource Development Department expenditures within budget and maintain donor and financial records in accordance with industry standards and ethics. Ensure the productive, ethical, and effective performance of all Resource Development Department team members. Communications In collaboration with the CEO, provide direction and support to the organization's Marketing & Communications Coordinator to build organizational awareness and maintain the public trust. Guide the development and distribution of marketing documents including the annual report and regular donor development and stewardship communications. Preferred Qualifications (a majority combination of the following) Mission Driven: Personally motivated by the opportunity to help young people, especially those most in need, reach their full potential. Development/Fundraising: Proven success in resource development for a large nonprofit. Experience running major/capital campaigns and successful fundraising from multiple donor channels. Project Leadership : Experience in planning, leading, and managing development projects, including coordinating with peers to achieve desired outcomes, and tracking and reporting on progress to senior managers/board of directors. Team Development : Uses a strength-based approach in guiding and managing team members; allows for autonomy to allow others to learn and grow; trusts others to get things done. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. Organization: Takes action to focus sufficient attention and time on activities of greatest importance where the return on investment is highest. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas clearly through brief, simple materials. Experience and credibility when presenting materials to external audiences. Influencing: Gets others to accept ideas by using convincing arguments, creates a win-win situation, and responds appropriately to key stakeholders. Collaboration: Effective at working with others to reach common goals and objectives. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, donors, Directors, and team members. Other Knowledge of and relationships with local, regional, and outlying donor prospects. Ethical and professional. Experience with donor management software. Supervisory experience. Project management experience and training. Certified Fund-Raising Executive (CFRE) Bachelor's degree or equivalent from an accredited college or university recblid 0m831ikrip6v3khk3udfv9ypx5qrjc No specific degree required
02/26/2022
Full time
The Boys & Girls Clubs of the Fox Valley is searching for an experienced and accomplished resource development leader to work in partnership with a CEO that understands the process and magic of major gift fundraising. The CEO's support of philanthropy and already well-established expectations of the Board supply a strong foundation for continued growth. The Boys & Girls Clubs of the Fox Valley has a strong fundraising track record and the individual selected for this opportunity should be able to leverage that success to design and implement a comprehensive fund development program that further advances the organization's service to over 11,000 young people each year. The Chief Development Officer's core responsibilities include working with the CEO and Board to plan and execute comprehensive resource development strategies and monitor progress toward goals. This position also helps position the Board to cultivate and solicit major gifts and grants from individuals, corporations, foundations, United Way, government agencies, and others, and leads and directs a team of resource development personnel. Essential Functions Leadership & Supervision Design a comprehensive development strategy, identifying funds needed, funding targets, and tactics. Provide leadership and direction to the CEO and Board in the effective execution of all resource development activities. Form, develop and manage a team of resource development professionals of sufficient skill, talent, and number necessary to successfully execute fundraising plans. Identify staffing needs for major campaigns and ongoing development activities. Interview and hire team members. Actively mentor and otherwise support the professional development of all resource development team members. Oversee the resource development team, extending and sustaining values-based culture built on autonomy, mastery and purpose throughout. Fundraising Develop and implement tactical plans for single and multi-year resource development efforts in partnership with the CEO and the Board that feature: Research and analysis of agency, corporate, individual, and foundation donors and prospective donors, their capacity and philanthropic interests, and their preferred ways of being approached and engaged. Preparation and presentation of proposals for corporate and foundation support of the Club. Best practice donor stewardship activities. Best-in-class special events bring enough donors closer to the organization's mission and expand its base of support. Direct mail. Planned giving. Annual campaigns. Giving incentives such as matching gift challenges. Various other fund-raising projects or initiatives assigned by the CEO. Continuous Improvement Ensure the use of on-going continuous improvement processes inclusive of tools such as PDSA's, aim statements, and other practices that enhance learning and lead to fund-raising success. Board Development Assist in finding, recruiting, and training board members. Motivate and support committees responsible for planning and performing resource development activities. Resource Management Control Resource Development Department expenditures within budget and maintain donor and financial records in accordance with industry standards and ethics. Ensure the productive, ethical, and effective performance of all Resource Development Department team members. Communications In collaboration with the CEO, provide direction and support to the organization's Marketing & Communications Coordinator to build organizational awareness and maintain the public trust. Guide the development and distribution of marketing documents including the annual report and regular donor development and stewardship communications. Preferred Qualifications (a majority combination of the following) Mission Driven: Personally motivated by the opportunity to help young people, especially those most in need, reach their full potential. Development/Fundraising: Proven success in resource development for a large nonprofit. Experience running major/capital campaigns and successful fundraising from multiple donor channels. Project Leadership : Experience in planning, leading, and managing development projects, including coordinating with peers to achieve desired outcomes, and tracking and reporting on progress to senior managers/board of directors. Team Development : Uses a strength-based approach in guiding and managing team members; allows for autonomy to allow others to learn and grow; trusts others to get things done. Entrepreneurial Spirit: Takes initiative and actively seeks to deepen current donor relationships and to forge new ones. Organization: Takes action to focus sufficient attention and time on activities of greatest importance where the return on investment is highest. Communications: Skilled in creating powerful, compelling written and oral communications for fundraising. Ability to convey complex ideas clearly through brief, simple materials. Experience and credibility when presenting materials to external audiences. Influencing: Gets others to accept ideas by using convincing arguments, creates a win-win situation, and responds appropriately to key stakeholders. Collaboration: Effective at working with others to reach common goals and objectives. Relationship Building: Skilled at establishing and cultivating strong relationships with peers, donors, Directors, and team members. Other Knowledge of and relationships with local, regional, and outlying donor prospects. Ethical and professional. Experience with donor management software. Supervisory experience. Project management experience and training. Certified Fund-Raising Executive (CFRE) Bachelor's degree or equivalent from an accredited college or university recblid 0m831ikrip6v3khk3udfv9ypx5qrjc No specific degree required
Regional Sales Recruiter (Hybrid)
Weichert, Realtors® Woodbridge, Virginia
Weichert Co of Virginia is hiring Regional Sales Recruiters. This is a hybrid position. The Regional Sales Recruiter covers assigned offices in a region and is responsible for securing initial appointments for managers to meet with lightly experienced real estate agents or those who have completed school. This is a proactive recruiting role that makes prospecting calls daily while strategically leveraging social media and other tools. Job responsibilities, include but are not limited to, the following: Follows direction from the VP of Agent Talent Sourcing & Coaching (ATSC) and the Coordinator to target lightly experienced real estate agents in a regional footprint to market and promote the value of being a Weichert Sales Associate and kickstart a relationship with a Weichert Sales Office using Company recruiting tools and best practice techniques. Constantly and consistently identifies, connects, and secures appointments to meet and exceed metrics while being a high-level company brand ambassador that maintains a winning team focus and attitude. Makes daily contact with leads via phone, virtual meetings, emails, texts, and online. Actively participates in live call sessions to schedule initial appointments daily. Actively participates in team practice sessions and various training to constantly sharpen skills as a group. Actively helps build social media presence with lightly experienced real estate agents in the Weichert corporate office footprint. Provides management with customized marketing materials and/or fact sheet for the initial appointment to ensure management has the necessary information to confirm the initial appointment and can continue the hiring process. Brainstorms creative proactive recruiting methods the ATSC team can execute to increase lead flow and candidate pipeline and to generate initial appointments from older regional leads. Uses Microsoft Teams, Zoom and myWeichert platform as the foundation for calls, communications, and follow-up. Assists with formatting and uploading various contact lists to myWeichert platform. Proactively supports and represents the company's recruiting standards and processes. Optimally represents the VP of Agent Talent Sourcing & Coaching's vision and strategy. Follows all reporting requirements thoroughly and on time. Helps coach management in recruiting activities as needed. Works with the Pre-License Enrollment Specialist and supports enrollment in Weichert Real Estate Schools as needed. Validates phone numbers to call. Helps complete various industry research as needed. Performs other duties as assigned. Requirements The ideal candidate will meet the following requirements: Associate degree required Bachelor's degree in general business, sales, marketing or related field, a plus Valid driver's license required Real estate referral or active license, a plus Minimum one (1) year of phone prospecting experience in any industry, previous sales call center experience or direct recruiting experience preferred Superb customer service experience and phone skills Sales-oriented work environment experience a plus Recruiting for a staffing agency or actual agent recruiting for a real estate company a plus Real estate experience preferred Ability to network, make recruiting cold calls and handle objections to prospect for leads Ability to use social media Knowledge and proficiency of Microsoft Office 365, Microsoft Teams, One Drive, Microsoft Excel, and Microsoft Office suite of products Knowledge and proficiency of Zoom Knowledge of kvCORE platform, a plus Ability to easily adapt to changes in environments, deliverables, structure, and requirements Ability to timely complete reports Good business judgment, remain focused, confident, and consistent with attention to detail Conscientious in handling confidential information Exhibits a professional and engaging presence with strong communication, oral, presentation and writing skills Strong knowledge of using LinkedIn and Facebook as a recruiting tool Skilled in effective interviewing and negotiation techniques Good time management and project management skills Ability to multitask in a fast-paced environment Ability to work independently
02/25/2022
Full time
Weichert Co of Virginia is hiring Regional Sales Recruiters. This is a hybrid position. The Regional Sales Recruiter covers assigned offices in a region and is responsible for securing initial appointments for managers to meet with lightly experienced real estate agents or those who have completed school. This is a proactive recruiting role that makes prospecting calls daily while strategically leveraging social media and other tools. Job responsibilities, include but are not limited to, the following: Follows direction from the VP of Agent Talent Sourcing & Coaching (ATSC) and the Coordinator to target lightly experienced real estate agents in a regional footprint to market and promote the value of being a Weichert Sales Associate and kickstart a relationship with a Weichert Sales Office using Company recruiting tools and best practice techniques. Constantly and consistently identifies, connects, and secures appointments to meet and exceed metrics while being a high-level company brand ambassador that maintains a winning team focus and attitude. Makes daily contact with leads via phone, virtual meetings, emails, texts, and online. Actively participates in live call sessions to schedule initial appointments daily. Actively participates in team practice sessions and various training to constantly sharpen skills as a group. Actively helps build social media presence with lightly experienced real estate agents in the Weichert corporate office footprint. Provides management with customized marketing materials and/or fact sheet for the initial appointment to ensure management has the necessary information to confirm the initial appointment and can continue the hiring process. Brainstorms creative proactive recruiting methods the ATSC team can execute to increase lead flow and candidate pipeline and to generate initial appointments from older regional leads. Uses Microsoft Teams, Zoom and myWeichert platform as the foundation for calls, communications, and follow-up. Assists with formatting and uploading various contact lists to myWeichert platform. Proactively supports and represents the company's recruiting standards and processes. Optimally represents the VP of Agent Talent Sourcing & Coaching's vision and strategy. Follows all reporting requirements thoroughly and on time. Helps coach management in recruiting activities as needed. Works with the Pre-License Enrollment Specialist and supports enrollment in Weichert Real Estate Schools as needed. Validates phone numbers to call. Helps complete various industry research as needed. Performs other duties as assigned. Requirements The ideal candidate will meet the following requirements: Associate degree required Bachelor's degree in general business, sales, marketing or related field, a plus Valid driver's license required Real estate referral or active license, a plus Minimum one (1) year of phone prospecting experience in any industry, previous sales call center experience or direct recruiting experience preferred Superb customer service experience and phone skills Sales-oriented work environment experience a plus Recruiting for a staffing agency or actual agent recruiting for a real estate company a plus Real estate experience preferred Ability to network, make recruiting cold calls and handle objections to prospect for leads Ability to use social media Knowledge and proficiency of Microsoft Office 365, Microsoft Teams, One Drive, Microsoft Excel, and Microsoft Office suite of products Knowledge and proficiency of Zoom Knowledge of kvCORE platform, a plus Ability to easily adapt to changes in environments, deliverables, structure, and requirements Ability to timely complete reports Good business judgment, remain focused, confident, and consistent with attention to detail Conscientious in handling confidential information Exhibits a professional and engaging presence with strong communication, oral, presentation and writing skills Strong knowledge of using LinkedIn and Facebook as a recruiting tool Skilled in effective interviewing and negotiation techniques Good time management and project management skills Ability to multitask in a fast-paced environment Ability to work independently
Veterans Preferred - Recruiter, Corporate and/or Business Functions (Full Time & Contract opportunit
Visa
Military Veterans are Encouraged to Apply. Company Description As the world's leader in digital payments technology, Visa's mission is to connect the world through the most creative, reliable and secure payment network - enabling individuals, businesses, and economies to thrive. Our advanced global processing network, VisaNet, provides secure and reliable payments around the world, and is capable of handling more than 65,000 transaction messages a second. The company's dedication to innovation drives the rapid growth of connected commerce on any device, and fuels the dream of a cashless future for everyone, everywhere. As the world moves from analog to digital, Visa is applying our brand, products, people, network and scale to reshape the future of commerce. At Visa, your individuality fits right in. Working here gives you an opportunity to impact the world, invest in your career growth, and be part of an inclusive and diverse workplace. We are a global team of disruptors, trailblazers, innovators and risk-takers who are helping drive economic growth in even the most remote parts of the world, creatively moving the industry forward, and doing meaningful work that brings financial literacy and digital commerce to millions of unbanked and underserved consumers. You're an Individual. We're the team for you. Together , let's transform the way the world pays. Job Description We are growing our Corporate and Business Functions recruiting team! The Corporate and/or Business Functions Recruiter will be responsible for driving the operations and delivery of high touch, service and quality orientated Talent Acquisition for Visa. This position will be located at a Visa office. Leveling will be determined based on experience and business need. Responsibilities Design, implement, and execute effective Talent Acquisition strategies across Corporate and/or Business Functions Participate in branding Visa as a premium employer of choice in the marketplace Develop plans to attract required skill sets that will ensure top talent is available to support Visa's objectives within the business Develop operational efficiencies, advise and collaborate with the Global TA leadership and the Corporate or Business Functions Leadership Team Build, deploy and maintain a strong governance and management system to drive effective talent acquisition across Visa's technology verticals Act as a talent consultant to shape the future recruiting capability of Visa Support hiring managers in identifying interview evaluation criteria and competencies; establish a consistent and valid candidate assessment process Interface with hiring managers and candidates to negotiate and exchange information with all levels of management Deliver results with little supervision Effectively manage multiple projects and candidates Prepare and support hiring manager during the interview process to ensure interviews are conducted efficiently and professionally Manage candidate process and be an advocate to ensure internal and external equity Manage offer process and salary recommendations Prioritize multiple functions, tasks and manage time efficiently in a fast paced, changing work environment Participate in related programs and process improvement projects as needed Achieve high levels of internal customer satisfaction Effectively balance employee advocacy with strong focus on business needs Participate in Global Talent Acquisition initiatives and partner with Global Talent Acquisition team members to deliver best in class Talent Acquisition services Ensure compliance with audit, regulatory and legal requirements Qualifications Basic Qualifications 2 or more years of work experience with a Bachelor's Degree or Advanced degree (eg Masters, MBA, JD, MD) Preferred Qualifications 3-10 years of work experience and a Bachelor's Degree or 2 years of work experience with an Advanced Degree BA/BS or equivalent (business or technical discipline preferred) 3 years of recruiting experience working for a technology company or agency Proven expertise in customer relationship management; strong consultative skills Must have excellent communication skills both verbal and written in English and regional languages an advantage Prior experience with SmartRecruiters applicant tracking system a plus Prior experience providing consulting services to a division or divisions relative to workforce planning topics such as salary equity, internal movement, and staffing level planning. Experience in helping drive new employment policies and procedures throughout the organization Strategic thinker and ability to see "big picture" Additional Information Visa has adopted a COVID-19 vaccination policy to safeguard the health and well-being of our employees and visitors. As a condition of employment, all employees based in the U.S. are required to be fully vaccinated for COVID-19, unless a reasonable accommodation is approved or as otherwise required by law. Work Hours: Varies upon the needs of the department Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
11/10/2021
Contractor
Military Veterans are Encouraged to Apply. Company Description As the world's leader in digital payments technology, Visa's mission is to connect the world through the most creative, reliable and secure payment network - enabling individuals, businesses, and economies to thrive. Our advanced global processing network, VisaNet, provides secure and reliable payments around the world, and is capable of handling more than 65,000 transaction messages a second. The company's dedication to innovation drives the rapid growth of connected commerce on any device, and fuels the dream of a cashless future for everyone, everywhere. As the world moves from analog to digital, Visa is applying our brand, products, people, network and scale to reshape the future of commerce. At Visa, your individuality fits right in. Working here gives you an opportunity to impact the world, invest in your career growth, and be part of an inclusive and diverse workplace. We are a global team of disruptors, trailblazers, innovators and risk-takers who are helping drive economic growth in even the most remote parts of the world, creatively moving the industry forward, and doing meaningful work that brings financial literacy and digital commerce to millions of unbanked and underserved consumers. You're an Individual. We're the team for you. Together , let's transform the way the world pays. Job Description We are growing our Corporate and Business Functions recruiting team! The Corporate and/or Business Functions Recruiter will be responsible for driving the operations and delivery of high touch, service and quality orientated Talent Acquisition for Visa. This position will be located at a Visa office. Leveling will be determined based on experience and business need. Responsibilities Design, implement, and execute effective Talent Acquisition strategies across Corporate and/or Business Functions Participate in branding Visa as a premium employer of choice in the marketplace Develop plans to attract required skill sets that will ensure top talent is available to support Visa's objectives within the business Develop operational efficiencies, advise and collaborate with the Global TA leadership and the Corporate or Business Functions Leadership Team Build, deploy and maintain a strong governance and management system to drive effective talent acquisition across Visa's technology verticals Act as a talent consultant to shape the future recruiting capability of Visa Support hiring managers in identifying interview evaluation criteria and competencies; establish a consistent and valid candidate assessment process Interface with hiring managers and candidates to negotiate and exchange information with all levels of management Deliver results with little supervision Effectively manage multiple projects and candidates Prepare and support hiring manager during the interview process to ensure interviews are conducted efficiently and professionally Manage candidate process and be an advocate to ensure internal and external equity Manage offer process and salary recommendations Prioritize multiple functions, tasks and manage time efficiently in a fast paced, changing work environment Participate in related programs and process improvement projects as needed Achieve high levels of internal customer satisfaction Effectively balance employee advocacy with strong focus on business needs Participate in Global Talent Acquisition initiatives and partner with Global Talent Acquisition team members to deliver best in class Talent Acquisition services Ensure compliance with audit, regulatory and legal requirements Qualifications Basic Qualifications 2 or more years of work experience with a Bachelor's Degree or Advanced degree (eg Masters, MBA, JD, MD) Preferred Qualifications 3-10 years of work experience and a Bachelor's Degree or 2 years of work experience with an Advanced Degree BA/BS or equivalent (business or technical discipline preferred) 3 years of recruiting experience working for a technology company or agency Proven expertise in customer relationship management; strong consultative skills Must have excellent communication skills both verbal and written in English and regional languages an advantage Prior experience with SmartRecruiters applicant tracking system a plus Prior experience providing consulting services to a division or divisions relative to workforce planning topics such as salary equity, internal movement, and staffing level planning. Experience in helping drive new employment policies and procedures throughout the organization Strategic thinker and ability to see "big picture" Additional Information Visa has adopted a COVID-19 vaccination policy to safeguard the health and well-being of our employees and visitors. As a condition of employment, all employees based in the U.S. are required to be fully vaccinated for COVID-19, unless a reasonable accommodation is approved or as otherwise required by law. Work Hours: Varies upon the needs of the department Travel Requirements: This position requires travel5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers. Visa is an EEO Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law. Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.
Managing Insurance Agent
Acceptance Insurance Euclid, Ohio
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities Ensuring the office team is assessing customer needs and advising customers on coverage options, providing clear quotations, explaining pricing, and explaining all required information to potential customers Develops and maintains relationships with business partners around the community (e.g., preferred insurance agents, loan processors, etc) Schedules and performs outside marketing activities to generate company sales. Prepares quotations on customer change requests to policies Participates in the selection process for open team positions Is responsible for training and ensuring that all Team Members adhere to standard operating procedures and that all policies are completed per established processes and at a high-quality level Effectively teach and demonstrate the Acceptance G.U.E.S.T. sales process Supervise daily functions of Team Members and effectively recommend disciplinary action or training as circumstances may warrant Receive and respond to all customer inquiries and complaints, request any missing or required information from customers and follow up for that information Maintain strong, complete knowledge of all products offered in their market, product pricing and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct Team Members in tasks relating to scheduling and coverage of the retail office Direct the daily follow-up with customers on all open or unresolved issues including calling customers regarding upcoming payment, lapsed policy reinstatements and cancelled policies Ensure all phone calls are answered in a prompt, professional, and courteous manner by all team members Report any and all conditions affecting customer satisfaction Ensures that store cleanliness/maintenance is maintained to company standards Maintain appropriate office records including, but not limited to, all time worked, reporting of sales activities, and other reporting as required by District or Regional Manager or Corporate Office Job Requirements Excellent customer service and interpersonal skills needed for working with our customers Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions Ability to solve practical problems and deal with situations where limited standardization exists Ability to add, subtract, multiply and divide. Ability to compute basic percentages Ability to carry out detailed, but uninvolved, written or oral instructions Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier. Must have a valid driver's license Must be able to provide proof of automobile insurance Must be able to secure a Personal and Casualty Lines insurance license within 60 days of hire date (Bonus offered for P&C licensed individuals as well as bilingual (English/Spanish) individuals Education High School Diploma or equivalent Experience Level 5 years related experience 1 year or more of experience supervising a sales team Knowledge of Microsoft Word, Microsoft Excel and AS-400/Mocha is preferred Language Skills Ability to fluently speak, read and write English. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Physical Demands The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! ​ Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
11/10/2021
Full time
Overview The Managing Sales Agent is primary responsibility is to grow the overall book of business for the assigned location through prospect marketing, referrals and outstanding customer service. This team member regularly engages in sales activities with customers and is responsible for the processing of high quality customer applications, endorsements and payments by the office team. The Managing Agent is responsible for the sale of insurance products and add-on products by all office team members and handling all customer contacts received either by telephone or face-to-face in the retail location. The Managing Agent is also responsible for being recognized as a trusted business advisor, a manager of the office and office personnel, and a representative of the company's values and mission. The Managing Sales Agent is responsible for leading and coaching Insurance Sales Agents and Trainees within their Agency. Responsibilities Ensuring the office team is assessing customer needs and advising customers on coverage options, providing clear quotations, explaining pricing, and explaining all required information to potential customers Develops and maintains relationships with business partners around the community (e.g., preferred insurance agents, loan processors, etc) Schedules and performs outside marketing activities to generate company sales. Prepares quotations on customer change requests to policies Participates in the selection process for open team positions Is responsible for training and ensuring that all Team Members adhere to standard operating procedures and that all policies are completed per established processes and at a high-quality level Effectively teach and demonstrate the Acceptance G.U.E.S.T. sales process Supervise daily functions of Team Members and effectively recommend disciplinary action or training as circumstances may warrant Receive and respond to all customer inquiries and complaints, request any missing or required information from customers and follow up for that information Maintain strong, complete knowledge of all products offered in their market, product pricing and policy features Maintain knowledge of industry competitors and provide critical market feedback to your supervisor regarding local competition and service needs Direct Team Members in tasks relating to scheduling and coverage of the retail office Direct the daily follow-up with customers on all open or unresolved issues including calling customers regarding upcoming payment, lapsed policy reinstatements and cancelled policies Ensure all phone calls are answered in a prompt, professional, and courteous manner by all team members Report any and all conditions affecting customer satisfaction Ensures that store cleanliness/maintenance is maintained to company standards Maintain appropriate office records including, but not limited to, all time worked, reporting of sales activities, and other reporting as required by District or Regional Manager or Corporate Office Job Requirements Excellent customer service and interpersonal skills needed for working with our customers Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions Ability to solve practical problems and deal with situations where limited standardization exists Ability to add, subtract, multiply and divide. Ability to compute basic percentages Ability to carry out detailed, but uninvolved, written or oral instructions Skill and ability to use and operate a keyboard, computer, fax machine, scanner and copier. Must have a valid driver's license Must be able to provide proof of automobile insurance Must be able to secure a Personal and Casualty Lines insurance license within 60 days of hire date (Bonus offered for P&C licensed individuals as well as bilingual (English/Spanish) individuals Education High School Diploma or equivalent Experience Level 5 years related experience 1 year or more of experience supervising a sales team Knowledge of Microsoft Word, Microsoft Excel and AS-400/Mocha is preferred Language Skills Ability to fluently speak, read and write English. Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or government regulations. Ability to write reports and business correspondence. Ability to effectively present information and respond to questions. Physical Demands The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the team member is regularly required to do manual tasks which may include the use of hands to finger and handle controls. Tasks may also require the ability to talk or hear. The team member will frequently sit, bend, and reach with hands and arms and is occasionally required to stand and walk. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description in no way states or implies that these are the only duties to be performed by the team member(s) incumbent in this position. Team member(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. As a Team Member at Acceptance Insurance, you will be part of a growing organization that continues to evolve and positively impacts the lives of our team members and customers. We are looking for team members that engage - who take responsibility for themselves and take care of their customers and colleagues. Ideal candidates can compose themselves under pressure, have a "make It right" mindset, and focus their energies on solving problems. This means you'll be supported by a team with all these qualities, too. If this sounds like the kind of team you'd like to join, we want to hear from you! ​ Acceptance Insurance offers a full line of benefits including: Health Insurance, Dental, Vision, Paid Vacation, Disability Insurance and Employer Matching 401(k) Program. WE ARE AN EQUAL OPPORTUNITY EMPLOYER. Applicants are considered for position and are evaluated without regard to mental or physical disability, race, religion, sexual orientation, color, gender, national origin, age, marital status, military or veteran status or any other protected local, state or federal status unrelated to the performance of the work involved.
LTC Ombudsman Program Manager
PSA 2 Area Agency on Aging Yreka, California
LTC Ombudsman Program Manager 40 Hours JOB DESCRIPTION Under the direction of the AAA Executive Director, the Ombudsman Program Manager is responsible for the planning, administration and day to day operation of the LTC Ombudsman Program, operating as a direct service of PSA 2 Area Agency on Aging (PSA 2 AAA). The LTC Ombudsman Program Manager assures compliance with State and Federal regulations, policies and procedures issued by the State LTC Ombudsman and PSA 2 AAA policies and procedures and ensures that all required activities and LTCOP goals and objectives are carried out and/or met. Working Relationships: Reports to: PSA 2 AAA Executive Director and the Office of the State Long Term Ombudsman Supervises: Regional Coordinator II, Regional Coordinator, Ombudsman II, Volunteer Ombudsman Duties include, but are not limited to, the following: • Administer the day to day operations and functions of the program • Collaborate with Executive Director and fiscal staff to develop budgets and control expenses to adhere to approved budgets • Recruit and hire qualified staff; train, develop and mentor staff to ensure retention of experienced program representatives • Supervise staff via administrative policies of PSA 2 AAA • Recruit and train volunteers to meet the Program's immediate and long-term objectives for exceptional service and evolving service challenges • Remain informed of PSA 2 AAA policies and procedures and ensure LTCOP compliance • Observe PSA 2 AAA risk management policies/guidelines to ensure a safe workplace; provide new or current employees with complete information to ensure PSA 2 AAA employees and volunteers are aware of and adhere to safety and emergency policies and procedures • Provide on-going training and assistance to staff in the investigation and resolution of complaints • Conduct staff and volunteer performance reviews, and solicit feedback about the program; • Counsel staff or volunteers; and take appropriate disciplinary steps when necessary • Attend all training and statewide or individual meetings as required by the OSLTCO. May include 36-hour/multi-day new coordinator training and bi-annual continuing education conferences, requiring distant travel within the state. • Act as liaison between OSLTCO, and LTCOP. Communicates regularly with the assigned program analyst of the OSLTCO on organizational changes, complex cases or cases with legal implications. Consults with the OSLTCO on appropriate action to be taken to resolve serious staff or volunteer issues • Provide information on developing LTC or program service trends and patterns which may impact program operations or current guidelines or policies • Act as a liaison to federal, state, and local agencies, including licensing agencies, Adult Protective Services, Public Guardian, Bureau of Medical Fraud and Elder Abuse, Elder Abuse Councils, Elder Death Review Teams, and other entities related to LTC issues • Collect program data and prepares concise, accurate, and timely reports as required by OSLCTO and PSA 2 AAA • Participate in local, regional or facility meetings related to residents' rights, elder abuse prevention and LTC issues • Resolve complaints against the LTCOP and its representatives through the program's established grievance procedure • Provide one-on-one support and guidance to ombudsman staff on an as needed basis • Ensure compliance with federal, state and local regulations • Maintain a working knowledge of significant developments and trends in the field • Remain available 24/7 for technical issues and crisis line calls • Adhere to the Professional Standards of Conduct to ensure an efficient, effective, and professional team environment in the workplace Qualifications: • Meet state certification requirements as set by the State Ombudsman. Obtain designation to act as the PSA 2 LTCOP Coordinator, representing the State Ombudsman. • Bachelor's degree or equivalent in Human Services or social work. Minimum 1 year supervisory experience in a social services agency or related setting • Knowledge of laws and regulations governing LTC facilities • Bi-lingual a plus • Demonstrate a thorough understanding of the long-term care system, aging issues and the rights and concerns of the elderly within that system. Experience working in a facility a plus. • Knowledge of the overall mission of the LTCOP and commitment to the advocacy and complaint resolution role of the LTC Ombudsman representatives • Evidence of emotional maturity, stability, tactfulness and the ability to provide professional leadership needed to attract and retain staff and volunteers • Excellent communication skills • Demonstrate ability in problem resolution, and flexibility to respond to urgent situations, various and diverse contacts, and changing circumstances and service demands • Computer literacy adequate to execute the job responsibilities • Availability to travel to workshops, conferences and meetings as required by the position • Must provide own vehicle, possess a valid California Driver's License with minimum statutory required insurance or have reliable transportation available • Demonstrate a passion for creating and maintaining a culture of excellence Annual Benefits (These benefits will not be available if less than 75 hours are worked in a pay period). • 80 hours Vacation Leave • 96 hours Sick Leave • Health Insurance Coverage (employee only) through Public Employees Retirement Systems (PERS) Choice. An opportunity to purchase additional coverage for your family is available • Membership in Public Employees Retirement System (PERS) • 13 paid holidays Following a probationary period of six months, the Ombudsman Program Manager will receive the following additional benefits: • $1,625.00 Medical Wellness Benefit Salary Range $30.10 (Step 1) to $36.59 hour (Step 5) recblid v61ywvc4v9c29dkfgga99t3swdi60j
11/10/2021
Full time
LTC Ombudsman Program Manager 40 Hours JOB DESCRIPTION Under the direction of the AAA Executive Director, the Ombudsman Program Manager is responsible for the planning, administration and day to day operation of the LTC Ombudsman Program, operating as a direct service of PSA 2 Area Agency on Aging (PSA 2 AAA). The LTC Ombudsman Program Manager assures compliance with State and Federal regulations, policies and procedures issued by the State LTC Ombudsman and PSA 2 AAA policies and procedures and ensures that all required activities and LTCOP goals and objectives are carried out and/or met. Working Relationships: Reports to: PSA 2 AAA Executive Director and the Office of the State Long Term Ombudsman Supervises: Regional Coordinator II, Regional Coordinator, Ombudsman II, Volunteer Ombudsman Duties include, but are not limited to, the following: • Administer the day to day operations and functions of the program • Collaborate with Executive Director and fiscal staff to develop budgets and control expenses to adhere to approved budgets • Recruit and hire qualified staff; train, develop and mentor staff to ensure retention of experienced program representatives • Supervise staff via administrative policies of PSA 2 AAA • Recruit and train volunteers to meet the Program's immediate and long-term objectives for exceptional service and evolving service challenges • Remain informed of PSA 2 AAA policies and procedures and ensure LTCOP compliance • Observe PSA 2 AAA risk management policies/guidelines to ensure a safe workplace; provide new or current employees with complete information to ensure PSA 2 AAA employees and volunteers are aware of and adhere to safety and emergency policies and procedures • Provide on-going training and assistance to staff in the investigation and resolution of complaints • Conduct staff and volunteer performance reviews, and solicit feedback about the program; • Counsel staff or volunteers; and take appropriate disciplinary steps when necessary • Attend all training and statewide or individual meetings as required by the OSLTCO. May include 36-hour/multi-day new coordinator training and bi-annual continuing education conferences, requiring distant travel within the state. • Act as liaison between OSLTCO, and LTCOP. Communicates regularly with the assigned program analyst of the OSLTCO on organizational changes, complex cases or cases with legal implications. Consults with the OSLTCO on appropriate action to be taken to resolve serious staff or volunteer issues • Provide information on developing LTC or program service trends and patterns which may impact program operations or current guidelines or policies • Act as a liaison to federal, state, and local agencies, including licensing agencies, Adult Protective Services, Public Guardian, Bureau of Medical Fraud and Elder Abuse, Elder Abuse Councils, Elder Death Review Teams, and other entities related to LTC issues • Collect program data and prepares concise, accurate, and timely reports as required by OSLCTO and PSA 2 AAA • Participate in local, regional or facility meetings related to residents' rights, elder abuse prevention and LTC issues • Resolve complaints against the LTCOP and its representatives through the program's established grievance procedure • Provide one-on-one support and guidance to ombudsman staff on an as needed basis • Ensure compliance with federal, state and local regulations • Maintain a working knowledge of significant developments and trends in the field • Remain available 24/7 for technical issues and crisis line calls • Adhere to the Professional Standards of Conduct to ensure an efficient, effective, and professional team environment in the workplace Qualifications: • Meet state certification requirements as set by the State Ombudsman. Obtain designation to act as the PSA 2 LTCOP Coordinator, representing the State Ombudsman. • Bachelor's degree or equivalent in Human Services or social work. Minimum 1 year supervisory experience in a social services agency or related setting • Knowledge of laws and regulations governing LTC facilities • Bi-lingual a plus • Demonstrate a thorough understanding of the long-term care system, aging issues and the rights and concerns of the elderly within that system. Experience working in a facility a plus. • Knowledge of the overall mission of the LTCOP and commitment to the advocacy and complaint resolution role of the LTC Ombudsman representatives • Evidence of emotional maturity, stability, tactfulness and the ability to provide professional leadership needed to attract and retain staff and volunteers • Excellent communication skills • Demonstrate ability in problem resolution, and flexibility to respond to urgent situations, various and diverse contacts, and changing circumstances and service demands • Computer literacy adequate to execute the job responsibilities • Availability to travel to workshops, conferences and meetings as required by the position • Must provide own vehicle, possess a valid California Driver's License with minimum statutory required insurance or have reliable transportation available • Demonstrate a passion for creating and maintaining a culture of excellence Annual Benefits (These benefits will not be available if less than 75 hours are worked in a pay period). • 80 hours Vacation Leave • 96 hours Sick Leave • Health Insurance Coverage (employee only) through Public Employees Retirement Systems (PERS) Choice. An opportunity to purchase additional coverage for your family is available • Membership in Public Employees Retirement System (PERS) • 13 paid holidays Following a probationary period of six months, the Ombudsman Program Manager will receive the following additional benefits: • $1,625.00 Medical Wellness Benefit Salary Range $30.10 (Step 1) to $36.59 hour (Step 5) recblid v61ywvc4v9c29dkfgga99t3swdi60j
Advantage Solutions
BEYOND BEER BUSINESS DEVELOPMENT REPRESENTATIVE
Advantage Solutions Breckenridge, Colorado
Summary Beyond Beer Business Development Representative We are seeking highly talented Business Development Representatives to be part of our team and drive sales for our client Anheuser-Busch (AB). As a Business Development Representative, you will be responsible for execution of annual account plans by customer, to reflect the brand and customer strategies by supporting the delivery of their business goals. Come and be a part of an established, yet fast growing company driven by groundbreaking ideas and an innovative culture. You will represent one of the world's largest beverage companies whilst growing your career in a fun, quick paced, and dynamic working environment. Join the best in the business and be part of an amazing team! APPLY TODAY What We Offer: 2500 USD sign on bonus eligible Competitive pay rates Monthly incentives up to $1000 for specific KPIs (Key Performance Indicators) Full-Time Benefits (Medical, Dental, Vision, Life) 401(k) with company match $500 per month car and $50 cell phone allowance Generous Paid Time-Off Agency provisioned technology Responsibilities: Build and maintain relationships with both on and off premise owners and managers within key territory Increase rate of sale for key brands within the category portfolio; wine, spirits, seltzers, flavored malt beverages, and more Deliver execution excellence via merchandising store resets and POS placement Utilize data analytics to identify gaps and opportunities for increasing volume and distribution Execute best in class consumer activation via sampling, sponsorships and events Provide market intelligence on local and regional activities Achieve and/or exceed monthly KPIs Qualifications: Bachelor's Degree Access to reliable transportation within your territory is critical Access to a reliable desktop or laptop on a weekly basis for reporting Prior experience working in traditional retail (CPG) and/or bars or restaurants preferred Excellent written and verbal communication skills; ability to make oral presentations Ability to develop strategic plans and make sound decisions to grow the business Track record of building and maintaining customer/client relationships and customer satisfaction Flexible and adaptable; Impeccable time management skills Strong computer skills / access to reliable computer and internet access Microsoft Office (Word, Excel, Outlook) proficiency Responsibilities The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Position Summary The ABI Territory Sales Representative is responsible for developing and growing sales volume in their assigned territories through relationship building, and effective fact-based selling and presentations with retail account's operations personnel at store and market (district/region/etc.) level. Essential Job Duties and Responsibilities Selling • Developing and leveraging relationships with key influence and decision makers in assigned stores and markets. • Delivering consistent market level contact and administration as per client and customer standards. • Effectively gaining front end and main aisle presence of client brands. Achieving Results • Implement strategies to meet or exceed goals for assigned stores and markets. • Growing POS for client brands by selling incremental display locations, selling the execution of plan-o-grammed locations, executing initiatives as well as maintaining in stock conditions. • Analyzes and develops business plans each Quarter that identifies opportunities to grow sales within their territory. Organizing and Planning • Follows team sales call standards and strategically implements a call coverage plan that meets the business needs of client and the retail customer. • Administration/Reporting: Complete accurate and timely paperwork, reports, recaps, itineraries, expense reports, etc. Supervisory Responsibilities: Direct Reports - This position does not have supervisory responsibilities for direct reports Indirect Reports - This position does not have guidance or mentoring responsibilities for indirect reports Travel and/or Driving Requirements: - Travel and Driving is an essential duty and function of this job Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job Education Level: (Required): Associate's Degree (Preferred): Bachelor's Degree Field of Study/Area of Experience: Sales - 3-5 years of experience in Sales Skills, Knowledge, Abilities, and Software/Tools - Excellent written communication and verbal communication skills - Excellent customer service orientation - Ability to exercise sound judgment - Ability to make oral presentations - Ability to develop strategic plans to grow the business - Track record of building and maintaining customer/client relationships - Flexible and adaptable, able to change and alter according to changes in projects or business environment - Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers Environmental & Physical Requirements Field / Reps Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed in a retail in-store environment. Typically requires the ability to travel, drive, and engage in considerable physical activity, ability to lift and/or push up to 74 pounds, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). The use of proper safety practices when handling the products and/or cooking is essential. Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time). Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
11/06/2021
Full time
Summary Beyond Beer Business Development Representative We are seeking highly talented Business Development Representatives to be part of our team and drive sales for our client Anheuser-Busch (AB). As a Business Development Representative, you will be responsible for execution of annual account plans by customer, to reflect the brand and customer strategies by supporting the delivery of their business goals. Come and be a part of an established, yet fast growing company driven by groundbreaking ideas and an innovative culture. You will represent one of the world's largest beverage companies whilst growing your career in a fun, quick paced, and dynamic working environment. Join the best in the business and be part of an amazing team! APPLY TODAY What We Offer: 2500 USD sign on bonus eligible Competitive pay rates Monthly incentives up to $1000 for specific KPIs (Key Performance Indicators) Full-Time Benefits (Medical, Dental, Vision, Life) 401(k) with company match $500 per month car and $50 cell phone allowance Generous Paid Time-Off Agency provisioned technology Responsibilities: Build and maintain relationships with both on and off premise owners and managers within key territory Increase rate of sale for key brands within the category portfolio; wine, spirits, seltzers, flavored malt beverages, and more Deliver execution excellence via merchandising store resets and POS placement Utilize data analytics to identify gaps and opportunities for increasing volume and distribution Execute best in class consumer activation via sampling, sponsorships and events Provide market intelligence on local and regional activities Achieve and/or exceed monthly KPIs Qualifications: Bachelor's Degree Access to reliable transportation within your territory is critical Access to a reliable desktop or laptop on a weekly basis for reporting Prior experience working in traditional retail (CPG) and/or bars or restaurants preferred Excellent written and verbal communication skills; ability to make oral presentations Ability to develop strategic plans and make sound decisions to grow the business Track record of building and maintaining customer/client relationships and customer satisfaction Flexible and adaptable; Impeccable time management skills Strong computer skills / access to reliable computer and internet access Microsoft Office (Word, Excel, Outlook) proficiency Responsibilities The Company is one of North America's leading sales and marketing agencies specializing in outsourced sales, merchandising, category management and marketing services to manufacturers, suppliers and producers of food products and consumer packaged goods. The Company services a variety of trade channels including grocery, mass merchandise, specialty, convenience, drug, dollar, club, hardware, consumer electronics and home centers. We bridge the gap between manufacturers and retailers, providing consumers access to the best products available in the marketplace today. Position Summary The ABI Territory Sales Representative is responsible for developing and growing sales volume in their assigned territories through relationship building, and effective fact-based selling and presentations with retail account's operations personnel at store and market (district/region/etc.) level. Essential Job Duties and Responsibilities Selling • Developing and leveraging relationships with key influence and decision makers in assigned stores and markets. • Delivering consistent market level contact and administration as per client and customer standards. • Effectively gaining front end and main aisle presence of client brands. Achieving Results • Implement strategies to meet or exceed goals for assigned stores and markets. • Growing POS for client brands by selling incremental display locations, selling the execution of plan-o-grammed locations, executing initiatives as well as maintaining in stock conditions. • Analyzes and develops business plans each Quarter that identifies opportunities to grow sales within their territory. Organizing and Planning • Follows team sales call standards and strategically implements a call coverage plan that meets the business needs of client and the retail customer. • Administration/Reporting: Complete accurate and timely paperwork, reports, recaps, itineraries, expense reports, etc. Supervisory Responsibilities: Direct Reports - This position does not have supervisory responsibilities for direct reports Indirect Reports - This position does not have guidance or mentoring responsibilities for indirect reports Travel and/or Driving Requirements: - Travel and Driving is an essential duty and function of this job Minimum Qualifications The following are the minimum job-related qualifications which an individual needs in order to successfully perform the essential duties and responsibilities of the job Education Level: (Required): Associate's Degree (Preferred): Bachelor's Degree Field of Study/Area of Experience: Sales - 3-5 years of experience in Sales Skills, Knowledge, Abilities, and Software/Tools - Excellent written communication and verbal communication skills - Excellent customer service orientation - Ability to exercise sound judgment - Ability to make oral presentations - Ability to develop strategic plans to grow the business - Track record of building and maintaining customer/client relationships - Flexible and adaptable, able to change and alter according to changes in projects or business environment - Strong computer skills including proficiency with Microsoft Word, Excel, PowerPoint, Access, Outlook, and web-browsers Environmental & Physical Requirements Field / Reps Requirements: Incumbent must be able to perform the essential functions of the job. Work is performed in a retail in-store environment. Typically requires the ability to travel, drive, and engage in considerable physical activity, ability to lift and/or push up to 74 pounds, stand on feet for long periods of time, use products or cook food as appropriate for the demonstration, and may be required to work in extremely cold conditions (i.e. refrigerated and freezer sections). The use of proper safety practices when handling the products and/or cooking is essential. Additional Information Regarding Advantage Solutions Job Duties and Job Descriptions Job duties include additional responsibilities as assigned by one's supervisor or other manager related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. Any estimate, schedule, or guideline provided to associates in this job description or elsewhere in connection with their jobs is only intended to help describe job duties and for planning purposes. Regardless of any such estimate, schedule, or guideline, associates must always record all time worked for our company (which includes but is not limited to on-site work time in an assigned store, office, or other work location; required waiting time; administrative time; and work-related travel time). Important Information The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of associates so classified. The Company is committed to providing equal opportunity in all employment practices without regard to age, race, color, national origin, sex, sexual orientation, religion, physical or mental disability, or any other category protected by law. As part of this commitment, the Company shall provide reasonable accommodations of known disabilities to enable an applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.
Fisher Investments
Talent Sourcing Specialist
Fisher Investments Plano, Texas
Job Description Overview Are you looking for a role focused on helping people find their perfect career fit? As a Talent Sourcing Specialist at Fisher Investments, you will be the first point of contact in a candidate's hiring journey. As you identify qualified applicants, you will initiate their hiring journey.The Opportunity:You will build searches and create engaging messages to attract qualified sales candidates for our corporate offices and regional territories. Our team supports US and International professional sales hiring groups and your expertise will help experienced financial advisors find their ideal sales-focused role. You will be challenged to think creatively while helping our team improve our ability to quickly identify and engage qualified candidates. You will report to your Team Manager who will aid in your training and professional development and ensure you have the necessary resources.The Day-to-Day:Build search strings and Boolean searches to identify and attract talentCraft creative and engaging messages and measure response rates to attract your target audienceEvaluate candidates for multiple positions at our company and guide them through the hiring processPartner with hiring managers on candidate evaluations and collect feedbackWork with Recruiters and other Talent Acquisition professionalsAttend shadow sessions, intake meetings and trainings to learn and understand the roles you will work onHelp with one-off projects to improve the Talent Acquisition departmentYour Qualifications:1+ years sourcing or talent acquisition experience in an agency or corporate settingExperience evaluating candidates (behavioral, skill or competency-based)Familiarity sourcing on LinkedIn or other candidate sourcing databases and tools (Handshake, Indeed)Engage and connect with employees at all levels of the firmHigh level of reliabilityU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
11/03/2021
Full time
Job Description Overview Are you looking for a role focused on helping people find their perfect career fit? As a Talent Sourcing Specialist at Fisher Investments, you will be the first point of contact in a candidate's hiring journey. As you identify qualified applicants, you will initiate their hiring journey.The Opportunity:You will build searches and create engaging messages to attract qualified sales candidates for our corporate offices and regional territories. Our team supports US and International professional sales hiring groups and your expertise will help experienced financial advisors find their ideal sales-focused role. You will be challenged to think creatively while helping our team improve our ability to quickly identify and engage qualified candidates. You will report to your Team Manager who will aid in your training and professional development and ensure you have the necessary resources.The Day-to-Day:Build search strings and Boolean searches to identify and attract talentCraft creative and engaging messages and measure response rates to attract your target audienceEvaluate candidates for multiple positions at our company and guide them through the hiring processPartner with hiring managers on candidate evaluations and collect feedbackWork with Recruiters and other Talent Acquisition professionalsAttend shadow sessions, intake meetings and trainings to learn and understand the roles you will work onHelp with one-off projects to improve the Talent Acquisition departmentYour Qualifications:1+ years sourcing or talent acquisition experience in an agency or corporate settingExperience evaluating candidates (behavioral, skill or competency-based)Familiarity sourcing on LinkedIn or other candidate sourcing databases and tools (Handshake, Indeed)Engage and connect with employees at all levels of the firmHigh level of reliabilityU.S. candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy Fisher Investments:At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment - we're Great Place to Work Certified, and Top Workplace winners from The OregonianWe take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.*California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
Underwriting Manager/Managing Account Executive-Private & Non Profit Underwriting
The Travelers Companies, Inc. Saint Paul, Minnesota
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Under limited supervision, responsible for the production and retention of a profitable book of business within an assigned territory that is consistent with Bond & Specialty Insurance and Business Unit strategies and objectives. Is responsible for managing a small group of more junior underwriters in one or more locations. Primary Job Duties & Responsibilities General Responsibilities: Underwriting new and renewal business. Building and maintaining productive relationships with agents and brokers. Consistently achieving superior budgeted financial results. Collaborating with Business Unit and region colleagues as well as internal/external business associates. Sales, agency development and management. Portfolio management at the BU strategy level. Managing a staff. This includes mentoring, training, planning and performance management in a supportive, team-oriented collaborative manner. Time spent is split between managing a book of business and managing/leading employees. Underwriting & Pricing: Underwrites and assesses risk for large renewals and new business items in conjunction with BU strategies. Considers different approaches toward risks to maximize profitability. Makes appropriate decisions within own underwriting authority. Underwrites the most demanding and most complex accounts/risks. Manages the submission and underwriting process for own agency plant. Is a region/group resource for less experienced underwriters. Can easily articulate whether or not account is within or outside underwriting appetite/strategy, along with the reasons for that determination. Is seen as a teacher to less experienced underwriters regarding appetite/strategy. Independently sets account strategy, and may partner with MD to set strategy for the group/Regional BU. Makes recommendations to underwriter 2, as appropriate. As Underwriter 2, ensures that policies and accounts are effectively underwritten handled and documented in compliance with Business Unit and regulatory standards and requirements. Calculates key ratios and the most complex financial metrics, drawing conclusions about the financial health of an account; In addition to, or in lieu of, financials, may review other key metrics; makes decisions regarding pricing, capacity, terms and conditions based on those analyses on the most complex accounts. Proactively collaborates with regional and Home Office underwriters. Maintains accurate underwriting documentation and information. Meets quality assurance standards. Is a region/group resident expert and is seen as a leader in the marketplace/agency plant. May be seen as an industry expert. Underwriting Operations: Manages flow of new and renewal business. Coaches/manages others on operational standards and workflow. Agency Management/Relationship Building: Leads agency training sessions. Is sought out by broker/agent for his/her expertise regarding industry and local issues. Primary agency or broker relationship is producer/internal broker. Sales Management/Marketing: Leverages agent/broker relationships to drive new business opportunities via existing relationships as well as where there is no existing relationship; continually prospects for new opportunities. Achieves and/or surpasses agency/broker visibility goals. Acts as a business partner to agents and brokers. Minimum Qualifications A minimum of 4 years of underwriting experience is required. A current/valid drivers license is required. Education, Work Experience, & Knowledge 6+ years of underwriting experience preferred. Bachelor degree preferred. Industry Knowledge: Understands industry business operations and work methods, critical business issues and financial drivers that affect the Company, Business Unit, region and local office. Demonstrates an understanding of the local insurance marketplace and effectively uses that knowledge to the Company's advantage; continuously seeks out local market insight from others; is routinely sought out by others as a knowledge resource; coaches / mentors less experienced employees on a regular basis. Product Knowledge: Resident expert on Business Unit products/coverages and pricing and the links to strategy. Is routinely sought out by others as a knowledge resource; coaches / mentors less experienced employees on a regular basis. Understands organizational and regulatory rules, policies and procedures and effectively employs that knowledge in day-to-day work. Licensing or Certificates A current/valid drivers license is required. Job Specific Technical Skills & Competencies Able to proficiently use all Bond and Specialty Insurance technology tools. Can resolve significant conflict within and outside the organization without damaging relationships; is routinely sought out by others as a knowledge resource; coaching/mentors others regarding successful negotiations. Able to use effective strategies to facilitate organizational change initiatives and overcome resistance to change. Is skilled at analyzing problems and making clear decisions. Can align resources to accomplish key objectives; can assign clear accountability for important objectives. Understands the perspectives of different functional areas in the organization; has a firm grasp of external conditions affecting the organization. Able to maintain smooth, effective working relationships; promotes effective teamwork. Knows how to build and maintain working relationships with co-workers and external parties; can negotiate and handle work problems without alienating people; understands others and is able to get their cooperation in non-authority relationships. Can work effectively with people who differ in race, gender, culture, age, or background; able to leverage the unique talents of others to enhance organizational effectiveness. Able to delegate to employees effectively, can broaden employee opportunities, acts with fairness toward direct reports, and can hire talented people for his/her team. Able to coach and encourage employees to develop in their careers. Can express ideas clearly and concisely; able to disseminate information about decisions, plans and activities. Has effective listening skills and can communication to involve others, build consensus, and influence others in decision making. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
09/25/2021
Full time
Company Summary Taking care of our customers, our communities and each other. That's the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Target Openings 1 Job Description Summary Under limited supervision, responsible for the production and retention of a profitable book of business within an assigned territory that is consistent with Bond & Specialty Insurance and Business Unit strategies and objectives. Is responsible for managing a small group of more junior underwriters in one or more locations. Primary Job Duties & Responsibilities General Responsibilities: Underwriting new and renewal business. Building and maintaining productive relationships with agents and brokers. Consistently achieving superior budgeted financial results. Collaborating with Business Unit and region colleagues as well as internal/external business associates. Sales, agency development and management. Portfolio management at the BU strategy level. Managing a staff. This includes mentoring, training, planning and performance management in a supportive, team-oriented collaborative manner. Time spent is split between managing a book of business and managing/leading employees. Underwriting & Pricing: Underwrites and assesses risk for large renewals and new business items in conjunction with BU strategies. Considers different approaches toward risks to maximize profitability. Makes appropriate decisions within own underwriting authority. Underwrites the most demanding and most complex accounts/risks. Manages the submission and underwriting process for own agency plant. Is a region/group resource for less experienced underwriters. Can easily articulate whether or not account is within or outside underwriting appetite/strategy, along with the reasons for that determination. Is seen as a teacher to less experienced underwriters regarding appetite/strategy. Independently sets account strategy, and may partner with MD to set strategy for the group/Regional BU. Makes recommendations to underwriter 2, as appropriate. As Underwriter 2, ensures that policies and accounts are effectively underwritten handled and documented in compliance with Business Unit and regulatory standards and requirements. Calculates key ratios and the most complex financial metrics, drawing conclusions about the financial health of an account; In addition to, or in lieu of, financials, may review other key metrics; makes decisions regarding pricing, capacity, terms and conditions based on those analyses on the most complex accounts. Proactively collaborates with regional and Home Office underwriters. Maintains accurate underwriting documentation and information. Meets quality assurance standards. Is a region/group resident expert and is seen as a leader in the marketplace/agency plant. May be seen as an industry expert. Underwriting Operations: Manages flow of new and renewal business. Coaches/manages others on operational standards and workflow. Agency Management/Relationship Building: Leads agency training sessions. Is sought out by broker/agent for his/her expertise regarding industry and local issues. Primary agency or broker relationship is producer/internal broker. Sales Management/Marketing: Leverages agent/broker relationships to drive new business opportunities via existing relationships as well as where there is no existing relationship; continually prospects for new opportunities. Achieves and/or surpasses agency/broker visibility goals. Acts as a business partner to agents and brokers. Minimum Qualifications A minimum of 4 years of underwriting experience is required. A current/valid drivers license is required. Education, Work Experience, & Knowledge 6+ years of underwriting experience preferred. Bachelor degree preferred. Industry Knowledge: Understands industry business operations and work methods, critical business issues and financial drivers that affect the Company, Business Unit, region and local office. Demonstrates an understanding of the local insurance marketplace and effectively uses that knowledge to the Company's advantage; continuously seeks out local market insight from others; is routinely sought out by others as a knowledge resource; coaches / mentors less experienced employees on a regular basis. Product Knowledge: Resident expert on Business Unit products/coverages and pricing and the links to strategy. Is routinely sought out by others as a knowledge resource; coaches / mentors less experienced employees on a regular basis. Understands organizational and regulatory rules, policies and procedures and effectively employs that knowledge in day-to-day work. Licensing or Certificates A current/valid drivers license is required. Job Specific Technical Skills & Competencies Able to proficiently use all Bond and Specialty Insurance technology tools. Can resolve significant conflict within and outside the organization without damaging relationships; is routinely sought out by others as a knowledge resource; coaching/mentors others regarding successful negotiations. Able to use effective strategies to facilitate organizational change initiatives and overcome resistance to change. Is skilled at analyzing problems and making clear decisions. Can align resources to accomplish key objectives; can assign clear accountability for important objectives. Understands the perspectives of different functional areas in the organization; has a firm grasp of external conditions affecting the organization. Able to maintain smooth, effective working relationships; promotes effective teamwork. Knows how to build and maintain working relationships with co-workers and external parties; can negotiate and handle work problems without alienating people; understands others and is able to get their cooperation in non-authority relationships. Can work effectively with people who differ in race, gender, culture, age, or background; able to leverage the unique talents of others to enhance organizational effectiveness. Able to delegate to employees effectively, can broaden employee opportunities, acts with fairness toward direct reports, and can hire talented people for his/her team. Able to coach and encourage employees to develop in their careers. Can express ideas clearly and concisely; able to disseminate information about decisions, plans and activities. Has effective listening skills and can communication to involve others, build consensus, and influence others in decision making. Employment Practices Travelers is an equal opportunity employer. We value the unique abilities and talents each individual brings to our organization and recognize that we benefit in numerous ways from our differences. If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you. Travelers reserves the right to fill this position at a level above or below the level included in this posting. Experience : 0
Territory Underwriting Manager
Berkley Charlotte, North Carolina
Company Details: Key Risk, a member of Berkley Insurance Company, is a leading provider of workers compensation insurance products and services for employers throughout the eastern United States. With a sole focus on workers compensation, Key Risk works with Key Alliance agents, insurance clients, self-insured employers, and the injured workers they support to create solutions specific to their needs. Enriching each client's risk management strategies, Key Risk creates and executes comprehensive solutions proven to protect people, support business, and exceed expectations. Committed to delivering better outcomes and industry leading service, Key Risk operates from headquarters in Greensboro, NC and through regional offices and territory-dedicated staff in the states of Pennsylvania, Maryland, Virginia, North Carolina, South Carolina, Tennessee, Alabama and Georgia. This regional approach provides agents and clients with the benefit of working with experts who have first-hand knowledge of the local workers compensation market. Key Risk is committed to fostering a professional work environment for all its employees. Through an ongoing commitment to innovation, continuous improvement and education, Key Risk attracts and retains associates with a unique blend of workers compensation expertise and a passion for excellence. We are proud to have been recognized among Business Insurance's Best Places to Work in 2009, 2011, 2015, and most recently in 2017. Click to learn more about working at Key Risk. Responsibilities: Key Risk is looking for an enthusiastic and experienced underwriter to join our team. The successful candidate will be responsible for contributing to achieving and exceeding the regions' profit plan through proper risk selection, agency management, and communication of Key Risk's value proposition. Key functions and responsibilities include, but are not limited to the following: Underwrites accounts up to $750,000 annual premium Manage a book of business $5,000,000 to $7,000,000 Develops and maintains relationships with 10-15 agencies Responsible for a moderate number of agencies including partners with Advantage and/or Premier status within our Key Alliance agency structure Achieves/exceeds planned accident year loss ratio, rate change, renewal retention and inforce premium goals Takes initiative to recommend potential improvements in underwriting principles, techniques or appetite Complies with insurance filings and regulatory requirements Research new market niches, serve as an industry lead, and participate in special projects Establishes a knowledge base of agency needs, staff, target markets, and contracted insurers Performs agency evaluations and establishes agency goals within required time frames and expectations Participates effectively in new and renewal team sales activities and Client Service Management (CSM) meetings to obtain and retain profitable business Qualifications: BA/BS Degree CPCU, CIC, or AU designation preferred 3 - 5 years of workers compensation underwriting experience with the full array of industrial classes, deductibles and dividend plans as well as an understanding of loss development and the ability to objectively assess workplace hazards, hazard controls and employer financials Two to three years of marketing experience working with independent agents Self-motivated and results oriented Strong managerial skills with the ability to work independently and as a team member Capable of working with internal and external teams and partners Superior customer service skills Excellent vendor management skills Ability to remain positive and calm in times of stress Demonstrated ability to meet deadlines, determine priorities and adapt to changing priorities as needed Travel is required including an occasional overnight stay to visit agents, attend seminars and participate in company/industry related functions.
09/24/2021
Full time
Company Details: Key Risk, a member of Berkley Insurance Company, is a leading provider of workers compensation insurance products and services for employers throughout the eastern United States. With a sole focus on workers compensation, Key Risk works with Key Alliance agents, insurance clients, self-insured employers, and the injured workers they support to create solutions specific to their needs. Enriching each client's risk management strategies, Key Risk creates and executes comprehensive solutions proven to protect people, support business, and exceed expectations. Committed to delivering better outcomes and industry leading service, Key Risk operates from headquarters in Greensboro, NC and through regional offices and territory-dedicated staff in the states of Pennsylvania, Maryland, Virginia, North Carolina, South Carolina, Tennessee, Alabama and Georgia. This regional approach provides agents and clients with the benefit of working with experts who have first-hand knowledge of the local workers compensation market. Key Risk is committed to fostering a professional work environment for all its employees. Through an ongoing commitment to innovation, continuous improvement and education, Key Risk attracts and retains associates with a unique blend of workers compensation expertise and a passion for excellence. We are proud to have been recognized among Business Insurance's Best Places to Work in 2009, 2011, 2015, and most recently in 2017. Click to learn more about working at Key Risk. Responsibilities: Key Risk is looking for an enthusiastic and experienced underwriter to join our team. The successful candidate will be responsible for contributing to achieving and exceeding the regions' profit plan through proper risk selection, agency management, and communication of Key Risk's value proposition. Key functions and responsibilities include, but are not limited to the following: Underwrites accounts up to $750,000 annual premium Manage a book of business $5,000,000 to $7,000,000 Develops and maintains relationships with 10-15 agencies Responsible for a moderate number of agencies including partners with Advantage and/or Premier status within our Key Alliance agency structure Achieves/exceeds planned accident year loss ratio, rate change, renewal retention and inforce premium goals Takes initiative to recommend potential improvements in underwriting principles, techniques or appetite Complies with insurance filings and regulatory requirements Research new market niches, serve as an industry lead, and participate in special projects Establishes a knowledge base of agency needs, staff, target markets, and contracted insurers Performs agency evaluations and establishes agency goals within required time frames and expectations Participates effectively in new and renewal team sales activities and Client Service Management (CSM) meetings to obtain and retain profitable business Qualifications: BA/BS Degree CPCU, CIC, or AU designation preferred 3 - 5 years of workers compensation underwriting experience with the full array of industrial classes, deductibles and dividend plans as well as an understanding of loss development and the ability to objectively assess workplace hazards, hazard controls and employer financials Two to three years of marketing experience working with independent agents Self-motivated and results oriented Strong managerial skills with the ability to work independently and as a team member Capable of working with internal and external teams and partners Superior customer service skills Excellent vendor management skills Ability to remain positive and calm in times of stress Demonstrated ability to meet deadlines, determine priorities and adapt to changing priorities as needed Travel is required including an occasional overnight stay to visit agents, attend seminars and participate in company/industry related functions.
Real Estate Manager - Experiential Projects
Lucid Motors Union City, California
Leading the future in luxury electric and mobilityAt Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility. We plan to lead in this new era of luxury electric by returning to the fundamentals of great design - where every decision we make is in service of the individual and environment. Because when you are longer bound by convention, you are free to define your own experience. Come work alongside some of the most accomplished minds in the industry. Beyond providing competitive salaries, we're providing a community for innovators who want to make an immediate and significant impact. If you are driven to create a better, more sustainable future, then this is the right place for you. Notice regarding COVID-19 vaccination requirement as a condition of gainful employment within the United StatesAt Lucid, we prioritize the health and wellbeing of our employees, families, and friends above all else. In response to the novel Coronavirus, and the increased transmissibility with recent variants, all new Lucid employees, whose job will be based in the United States, must provide original documentation confirming status as having received the prescribed inoculation (doses) based on the manufacturer's guidelines on their first day of employment. Accommodations due to medical or religious exemptions will be considered. To submit for your medical or religious exemption, please complete our secure form here. Once reviewed, a member of our employee relations team will reach out to you with a determination. We are currently seeking a Real Estate Manager to join our new Experiential Projects group to oversee the sourcing of Lucid Motors branded installations throughout North America. You Will: Be part of new team that will execute Lucid's experiential real estate strategy Manage pop-up and events based real estate deals including site selection, demographic analysis, as well as negotiating letters of intent, work letters and leases Manage broker and outside counsel relationships Collaborate with design and construction teams throughout the life cycle of experiential projects Create executive approval packages that include financial performance metrics, design intent and overall project schedules Travel extensively throughout the North American region You Bring: 5+ years of commercial real estate deal-making experience preferably with a high-growth luxury retailer or Automotive client Proven track record of securing successful pop-up and events sites Ability to communicate and sell the Lucid story to site partners Strong analytical mindset with the ability to create financial models and analyses Expert level Microsoft Excel, Tableau, Salesforce and other CRM systems Working knowledge of top regional shopping centers and major landlord groups Expertise in real estate principles and concepts Ability to understand country and city specific real estate regulation At Lucid, we don't just welcome diversity - we celebrate it! Lucid Motors is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, national or ethnic origin, age, religion, disability, sexual orientation, gender, gender identity and expression, marital status, and any other characteristic protected under applicable State or Federal laws and regulations. To all recruitment agencies : Lucid Motors does not accept agency resumes. Please do not forward resumes to our careers alias or other Lucid Motors employees. Lucid Motors is not responsible for any fees related to unsolicited resumes.
09/24/2021
Full time
Leading the future in luxury electric and mobilityAt Lucid, we set out to introduce the most captivating, luxury electric vehicles that elevate the human experience and transcend the perceived limitations of space, performance, and intelligence. Vehicles that are intuitive, liberating, and designed for the future of mobility. We plan to lead in this new era of luxury electric by returning to the fundamentals of great design - where every decision we make is in service of the individual and environment. Because when you are longer bound by convention, you are free to define your own experience. Come work alongside some of the most accomplished minds in the industry. Beyond providing competitive salaries, we're providing a community for innovators who want to make an immediate and significant impact. If you are driven to create a better, more sustainable future, then this is the right place for you. Notice regarding COVID-19 vaccination requirement as a condition of gainful employment within the United StatesAt Lucid, we prioritize the health and wellbeing of our employees, families, and friends above all else. In response to the novel Coronavirus, and the increased transmissibility with recent variants, all new Lucid employees, whose job will be based in the United States, must provide original documentation confirming status as having received the prescribed inoculation (doses) based on the manufacturer's guidelines on their first day of employment. Accommodations due to medical or religious exemptions will be considered. To submit for your medical or religious exemption, please complete our secure form here. Once reviewed, a member of our employee relations team will reach out to you with a determination. We are currently seeking a Real Estate Manager to join our new Experiential Projects group to oversee the sourcing of Lucid Motors branded installations throughout North America. You Will: Be part of new team that will execute Lucid's experiential real estate strategy Manage pop-up and events based real estate deals including site selection, demographic analysis, as well as negotiating letters of intent, work letters and leases Manage broker and outside counsel relationships Collaborate with design and construction teams throughout the life cycle of experiential projects Create executive approval packages that include financial performance metrics, design intent and overall project schedules Travel extensively throughout the North American region You Bring: 5+ years of commercial real estate deal-making experience preferably with a high-growth luxury retailer or Automotive client Proven track record of securing successful pop-up and events sites Ability to communicate and sell the Lucid story to site partners Strong analytical mindset with the ability to create financial models and analyses Expert level Microsoft Excel, Tableau, Salesforce and other CRM systems Working knowledge of top regional shopping centers and major landlord groups Expertise in real estate principles and concepts Ability to understand country and city specific real estate regulation At Lucid, we don't just welcome diversity - we celebrate it! Lucid Motors is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, national or ethnic origin, age, religion, disability, sexual orientation, gender, gender identity and expression, marital status, and any other characteristic protected under applicable State or Federal laws and regulations. To all recruitment agencies : Lucid Motors does not accept agency resumes. Please do not forward resumes to our careers alias or other Lucid Motors employees. Lucid Motors is not responsible for any fees related to unsolicited resumes.
Wells Fargo
Vice President - Commercial Real Estate Relationship Manager 3 (Real Estate Banking)
Wells Fargo Irvine, California
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Commercial Real Estate (CRE) is part of Corporate and Investment Banking (CIB), one of five CEO-led businesses for Wells Fargo. CRE operates globally to deliver a comprehensive platform of financing and banking products for experienced commercial real estate companies including balance sheet lending, CMBS origination and distribution, loan servicing, agency financing for multifamily properties, and debt and equity capital for affordable housing. In addition to being the #1 CRE lender in the U.S., Wells Fargo CRE has also earned other notable accolades, including being the #1 Affordable Housing Lender and the #1 Commercial Mortgage Servicer. Real Estate Banking (REB) provides traditional balance sheet lending for a wide range of commercial real estate properties including office, multifamily, industrial, retail, and homebuilder segments. REB supports regional, national, and international owners, operators, developers, and investors through an integrated network of offices strategically located across the U.S., the U.K., Ireland, and Canada. The Commercial Real Estate Relationship Manager 3 position will be directly responsible for a group of assigned relationships and real estate loans. The responsibilities for this position include but are not limited to: Reviewing and making recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdback, loan extensions and loan modifications Meeting with customers to maintain strong relationships Relationship and loan level financial analysis Completing in-depth property level analysis and market research Working with outside counsel, internal compliance, Loan Administration, among others to close modifications and new loans Reviewing and approving construction loan draws Working with the various Wells Fargo systems for loan approvals and monitoring Conducting property tours Overseeing the ordering and review of appraisal and environmental reports General knowledge of Wells Fargo products to refer customers to cross sell partners if appropriate Learning and maintaining in depth knowledge of the local commercial real estate market Portfolio maintenance responsibilities relate to insuring delivery of accurate and timely loan and property level information as required under the loan documents. Portfolio duties include: Quarterly review and analysis of property-level financial statements Updating market research Preparation of Quarterly Summary Reports, Annual Financial Reviews, accurate Risk Ratings, and other tasks required to manage the overall relationship Presentations during Portfolio Review and Credit calls Report and monitor any potential problem loans Property re-underwriting when appropriate to make credit decisions and/or during quarterly reviews Loan covenant monitoring for the borrowers and guarantors Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications 5+ years of relationship management experience, commercial real estate experience, or a combination of both Desired Qualifications Experience developing and maintaining client relationships Experience generating revenue and actively participating in the successful completion of complex transactions Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations Strong verbal, written, and interpersonal communication skills Ability to interact with all levels of an organization Intermediate Microsoft Office skills A BS/BA degree or higher 4+ years of commercial real estate experience 4+ years of commercial underwriting experience Ability to generate revenue and actively participate in the successful completion of complex transactions Advanced Microsoft Excel skills, including high level of proficiency in modeling Strong computer modeling skills including robust Excel and Argus capabilities Job Expectations Ability to work additional hours as needed Ability to travel domestically Street Address CA-LA-Downtown Los Angeles: 333 S Grand Avenue - Los Angeles, CA CA-Irvine: 2030 Main St - Irvine, CA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.
09/23/2021
Full time
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Commercial Real Estate (CRE) is part of Corporate and Investment Banking (CIB), one of five CEO-led businesses for Wells Fargo. CRE operates globally to deliver a comprehensive platform of financing and banking products for experienced commercial real estate companies including balance sheet lending, CMBS origination and distribution, loan servicing, agency financing for multifamily properties, and debt and equity capital for affordable housing. In addition to being the #1 CRE lender in the U.S., Wells Fargo CRE has also earned other notable accolades, including being the #1 Affordable Housing Lender and the #1 Commercial Mortgage Servicer. Real Estate Banking (REB) provides traditional balance sheet lending for a wide range of commercial real estate properties including office, multifamily, industrial, retail, and homebuilder segments. REB supports regional, national, and international owners, operators, developers, and investors through an integrated network of offices strategically located across the U.S., the U.K., Ireland, and Canada. The Commercial Real Estate Relationship Manager 3 position will be directly responsible for a group of assigned relationships and real estate loans. The responsibilities for this position include but are not limited to: Reviewing and making recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdback, loan extensions and loan modifications Meeting with customers to maintain strong relationships Relationship and loan level financial analysis Completing in-depth property level analysis and market research Working with outside counsel, internal compliance, Loan Administration, among others to close modifications and new loans Reviewing and approving construction loan draws Working with the various Wells Fargo systems for loan approvals and monitoring Conducting property tours Overseeing the ordering and review of appraisal and environmental reports General knowledge of Wells Fargo products to refer customers to cross sell partners if appropriate Learning and maintaining in depth knowledge of the local commercial real estate market Portfolio maintenance responsibilities relate to insuring delivery of accurate and timely loan and property level information as required under the loan documents. Portfolio duties include: Quarterly review and analysis of property-level financial statements Updating market research Preparation of Quarterly Summary Reports, Annual Financial Reviews, accurate Risk Ratings, and other tasks required to manage the overall relationship Presentations during Portfolio Review and Credit calls Report and monitor any potential problem loans Property re-underwriting when appropriate to make credit decisions and/or during quarterly reviews Loan covenant monitoring for the borrowers and guarantors Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications 5+ years of relationship management experience, commercial real estate experience, or a combination of both Desired Qualifications Experience developing and maintaining client relationships Experience generating revenue and actively participating in the successful completion of complex transactions Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations Strong verbal, written, and interpersonal communication skills Ability to interact with all levels of an organization Intermediate Microsoft Office skills A BS/BA degree or higher 4+ years of commercial real estate experience 4+ years of commercial underwriting experience Ability to generate revenue and actively participate in the successful completion of complex transactions Advanced Microsoft Excel skills, including high level of proficiency in modeling Strong computer modeling skills including robust Excel and Argus capabilities Job Expectations Ability to work additional hours as needed Ability to travel domestically Street Address CA-LA-Downtown Los Angeles: 333 S Grand Avenue - Los Angeles, CA CA-Irvine: 2030 Main St - Irvine, CA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.
Wells Fargo
Vice President - Commercial Real Estate Relationship Manager 3 (Real Estate Banking)
Wells Fargo Los Angeles, California
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Commercial Real Estate (CRE) is part of Corporate and Investment Banking (CIB), one of five CEO-led businesses for Wells Fargo. CRE operates globally to deliver a comprehensive platform of financing and banking products for experienced commercial real estate companies including balance sheet lending, CMBS origination and distribution, loan servicing, agency financing for multifamily properties, and debt and equity capital for affordable housing. In addition to being the #1 CRE lender in the U.S., Wells Fargo CRE has also earned other notable accolades, including being the #1 Affordable Housing Lender and the #1 Commercial Mortgage Servicer. Real Estate Banking (REB) provides traditional balance sheet lending for a wide range of commercial real estate properties including office, multifamily, industrial, retail, and homebuilder segments. REB supports regional, national, and international owners, operators, developers, and investors through an integrated network of offices strategically located across the U.S., the U.K., Ireland, and Canada. The Commercial Real Estate Relationship Manager 3 position will be directly responsible for a group of assigned relationships and real estate loans. The responsibilities for this position include but are not limited to: Reviewing and making recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdback, loan extensions and loan modifications Meeting with customers to maintain strong relationships Relationship and loan level financial analysis Completing in-depth property level analysis and market research Working with outside counsel, internal compliance, Loan Administration, among others to close modifications and new loans Reviewing and approving construction loan draws Working with the various Wells Fargo systems for loan approvals and monitoring Conducting property tours Overseeing the ordering and review of appraisal and environmental reports General knowledge of Wells Fargo products to refer customers to cross sell partners if appropriate Learning and maintaining in depth knowledge of the local commercial real estate market Portfolio maintenance responsibilities relate to insuring delivery of accurate and timely loan and property level information as required under the loan documents. Portfolio duties include: Quarterly review and analysis of property-level financial statements Updating market research Preparation of Quarterly Summary Reports, Annual Financial Reviews, accurate Risk Ratings, and other tasks required to manage the overall relationship Presentations during Portfolio Review and Credit calls Report and monitor any potential problem loans Property re-underwriting when appropriate to make credit decisions and/or during quarterly reviews Loan covenant monitoring for the borrowers and guarantors Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications 5+ years of relationship management experience, commercial real estate experience, or a combination of both Desired Qualifications Experience developing and maintaining client relationships Experience generating revenue and actively participating in the successful completion of complex transactions Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations Strong verbal, written, and interpersonal communication skills Ability to interact with all levels of an organization Intermediate Microsoft Office skills A BS/BA degree or higher 4+ years of commercial real estate experience 4+ years of commercial underwriting experience Ability to generate revenue and actively participate in the successful completion of complex transactions Advanced Microsoft Excel skills, including high level of proficiency in modeling Strong computer modeling skills including robust Excel and Argus capabilities Job Expectations Ability to work additional hours as needed Ability to travel domestically Street Address CA-LA-Downtown Los Angeles: 333 S Grand Avenue - Los Angeles, CA CA-Irvine: 2030 Main St - Irvine, CA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.
09/23/2021
Full time
Job Description Important Note: During the application process, ensure your contact information (email and phone number) is up to date and upload your current resume when submitting your application for consideration. To participate in some selection activities you will need to respond to an invitation. The invitation can be sent by both email and text message. In order to receive text message invitations, your profile must include a mobile phone number designated as "Personal Cell" or "Cellular" in the contact information of your application. At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. We are seeking candidates who embrace diversity, equity and inclusion in a workplace where everyone feels valued and inspired. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services. A trusted partner to our clients, we provide corporate and transactional banking; commercial real estate lending and servicing; investment banking; equity; and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients across the globe. Commercial Real Estate (CRE) is part of Corporate and Investment Banking (CIB), one of five CEO-led businesses for Wells Fargo. CRE operates globally to deliver a comprehensive platform of financing and banking products for experienced commercial real estate companies including balance sheet lending, CMBS origination and distribution, loan servicing, agency financing for multifamily properties, and debt and equity capital for affordable housing. In addition to being the #1 CRE lender in the U.S., Wells Fargo CRE has also earned other notable accolades, including being the #1 Affordable Housing Lender and the #1 Commercial Mortgage Servicer. Real Estate Banking (REB) provides traditional balance sheet lending for a wide range of commercial real estate properties including office, multifamily, industrial, retail, and homebuilder segments. REB supports regional, national, and international owners, operators, developers, and investors through an integrated network of offices strategically located across the U.S., the U.K., Ireland, and Canada. The Commercial Real Estate Relationship Manager 3 position will be directly responsible for a group of assigned relationships and real estate loans. The responsibilities for this position include but are not limited to: Reviewing and making recommendations for approval (or denial) of loan requests, lease approvals, collateral releases, requests for letters of credit, funding of reserves/loan holdback, loan extensions and loan modifications Meeting with customers to maintain strong relationships Relationship and loan level financial analysis Completing in-depth property level analysis and market research Working with outside counsel, internal compliance, Loan Administration, among others to close modifications and new loans Reviewing and approving construction loan draws Working with the various Wells Fargo systems for loan approvals and monitoring Conducting property tours Overseeing the ordering and review of appraisal and environmental reports General knowledge of Wells Fargo products to refer customers to cross sell partners if appropriate Learning and maintaining in depth knowledge of the local commercial real estate market Portfolio maintenance responsibilities relate to insuring delivery of accurate and timely loan and property level information as required under the loan documents. Portfolio duties include: Quarterly review and analysis of property-level financial statements Updating market research Preparation of Quarterly Summary Reports, Annual Financial Reviews, accurate Risk Ratings, and other tasks required to manage the overall relationship Presentations during Portfolio Review and Credit calls Report and monitor any potential problem loans Property re-underwriting when appropriate to make credit decisions and/or during quarterly reviews Loan covenant monitoring for the borrowers and guarantors Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Required Qualifications 5+ years of relationship management experience, commercial real estate experience, or a combination of both Desired Qualifications Experience developing and maintaining client relationships Experience generating revenue and actively participating in the successful completion of complex transactions Ability to apply sound judgment in the application of analytical conclusions to credit approval, structure, and management recommendations Strong verbal, written, and interpersonal communication skills Ability to interact with all levels of an organization Intermediate Microsoft Office skills A BS/BA degree or higher 4+ years of commercial real estate experience 4+ years of commercial underwriting experience Ability to generate revenue and actively participate in the successful completion of complex transactions Advanced Microsoft Excel skills, including high level of proficiency in modeling Strong computer modeling skills including robust Excel and Argus capabilities Job Expectations Ability to work additional hours as needed Ability to travel domestically Street Address CA-LA-Downtown Los Angeles: 333 S Grand Avenue - Los Angeles, CA CA-Irvine: 2030 Main St - Irvine, CA Disclaimer All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. Benefits Summary Benefits Visit for benefits information.
Regional Manager
Winterwood Inc. Lexington, Kentucky
Summary/Objective This position is responsible for general oversight of all activities for complexes assigned. The overall job purpose is to ensure that each property/complex maintains maximum occupancy while simultaneously working to keep the physical condition of the property as appealing and safe as possible. Goal is to have low vacancy rates, fast unit turns, well trained managers and maintenance, solid tenant files, expense controls for overall profitability, good resident retention and a well groomed property exterior. Company Expectations Adheres to all Company Policy and Procedures Acts as a role model within and outside of the Company Consistently reports to work during scheduled business hours, on time and prepared to work Performs duties as workload necessitates Maintains a positive and respectful attitude Communicates regularly with supervisor about issues Demonstrates flexible and efficient time management and ability to prioritize workload Meets Department productivity standards, Goals and Expectations Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Oversees all day to day activities of properties. Ensures detailed vacancy reporting. Analyzes data of historical and current numbers. Review Financial Statements Completes Onesite usage and possesses the ability to instruct others how to utilize and troubleshoot. Ensures timely tenant certification checking/evaluation including interaction with the Occupancy Department. Evaluates physical property of each site. Schedules managers and maintenance including their normal hours and time off. Assumes responsibility for all hiring and firing of site personnel. Builds community relationships and ensures they are maintained. Assures local/government compliance. Supervises complete leasing process from application process through move out. Generates budgets, CIP's, vacancy elimination plans, marketing surveys, resident retention plans, Agency letters, and multiple spreadsheets. Prepares for governmental reviews (Physical, Annual, Tri-annual, REAC, Code Enforcement, etc.] Implements disciplinary action for employees based on company policy. Responds to emergency calls 24 hours a day and takes on call in order of rotation. Supervises any activity that is directly related to work performed and the well being of the property. Respond to employee questions and assist as needed. Supervisory Responsibility This position manages the department's Property Manager and Maintenance Technicians and is responsible for the performance management and hiring of the employees within that role. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move office products and supplies, up to 25 pounds. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 4:30 p.m. Travel Travel in this role is expected to travel to meet with owners, partners and staff. Preferred Education and Experience An undergraduate degree is preferred and some further education is helpful or the equivalent experience and education. Experience in property management is required when no degree has been obtained. Skills - Strong organizational skills are a must, the ability to communicate effectively in various environments, Microsoft Office; Excel, Word, Outlook, Moderately strong computer skills, complete knowledge of assigned program (CTC, HUD, RD or Conventional), the ability to multitask, ability to work under pressure, hierarchy of emergency judgment, as well as the ability to work with little or no supervision. Winterwood is proud to be an Equal Opportunity Employer. Job Requirements: Please reference Job Description.
09/17/2021
Full time
Summary/Objective This position is responsible for general oversight of all activities for complexes assigned. The overall job purpose is to ensure that each property/complex maintains maximum occupancy while simultaneously working to keep the physical condition of the property as appealing and safe as possible. Goal is to have low vacancy rates, fast unit turns, well trained managers and maintenance, solid tenant files, expense controls for overall profitability, good resident retention and a well groomed property exterior. Company Expectations Adheres to all Company Policy and Procedures Acts as a role model within and outside of the Company Consistently reports to work during scheduled business hours, on time and prepared to work Performs duties as workload necessitates Maintains a positive and respectful attitude Communicates regularly with supervisor about issues Demonstrates flexible and efficient time management and ability to prioritize workload Meets Department productivity standards, Goals and Expectations Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Oversees all day to day activities of properties. Ensures detailed vacancy reporting. Analyzes data of historical and current numbers. Review Financial Statements Completes Onesite usage and possesses the ability to instruct others how to utilize and troubleshoot. Ensures timely tenant certification checking/evaluation including interaction with the Occupancy Department. Evaluates physical property of each site. Schedules managers and maintenance including their normal hours and time off. Assumes responsibility for all hiring and firing of site personnel. Builds community relationships and ensures they are maintained. Assures local/government compliance. Supervises complete leasing process from application process through move out. Generates budgets, CIP's, vacancy elimination plans, marketing surveys, resident retention plans, Agency letters, and multiple spreadsheets. Prepares for governmental reviews (Physical, Annual, Tri-annual, REAC, Code Enforcement, etc.] Implements disciplinary action for employees based on company policy. Responds to emergency calls 24 hours a day and takes on call in order of rotation. Supervises any activity that is directly related to work performed and the well being of the property. Respond to employee questions and assist as needed. Supervisory Responsibility This position manages the department's Property Manager and Maintenance Technicians and is responsible for the performance management and hiring of the employees within that role. Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is required to stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; talk or hear. The employee must occasionally lift or move office products and supplies, up to 25 pounds. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:30 a.m. to 4:30 p.m. Travel Travel in this role is expected to travel to meet with owners, partners and staff. Preferred Education and Experience An undergraduate degree is preferred and some further education is helpful or the equivalent experience and education. Experience in property management is required when no degree has been obtained. Skills - Strong organizational skills are a must, the ability to communicate effectively in various environments, Microsoft Office; Excel, Word, Outlook, Moderately strong computer skills, complete knowledge of assigned program (CTC, HUD, RD or Conventional), the ability to multitask, ability to work under pressure, hierarchy of emergency judgment, as well as the ability to work with little or no supervision. Winterwood is proud to be an Equal Opportunity Employer. Job Requirements: Please reference Job Description.

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