Total 9 Manager level Finance / Banking / Insurance job vacancies in US-PA-McConnellsburg

Finance Business Partner Manager -

Flowserve is a world-leading manufacturer and aftermarket service provider of comprehensive flow control systems. Driven by our Purpose, we are committed to building a more sustainable future to make the world better for everyone. With more than 16,000 employees in more than 50 countries, we combine our global reach with local presence. We support more than 10,000 customers worldwide, creating products to meet the needs of our customers who are supplying energy, fresh water, pharmaceuticals and other essentials to consumers, businesses, and governments globally.

Join a company where the people challenge themselves to approach each situation with ingenuity and creativity to help provide our customers with the most innovative flow control products and services. You will be part of a team known for its industry-leading talent, unparalleled portfolio, and unmatched commitment to customer success. Flowserve’s culture promotes recognition and rewards creativity, hard work, and commitment. We invite you to put your talents and career in motion at Flowserve.

The Finance Business Partner Manager position works closely with the Plant Manager, the site and group leadership team to drive key initiatives and help the Company achieve its goals and maximize returns on investments. The role uses data and analysis as a strategic asset to provide decision support, accurate planning, forecasting, operational productivity and investment analysis. This position will ensure accuracy and completeness in the income statement, balance sheet, and cash flow statement planning and forecasting as well as timely variance analysis.

The position reports directly to the Finance Business Partner Director with matrix responsibilities to the Plant Manager.

Responsibilities and Requirements:

• Provide business and financial analysis identifying important trends to assist Operations in achieving its objectives.
• Analyze key metrics and provide insights and value-added analysis to leadership regarding revenue, margins, competitive landscape, products, customers, capital investments, etc.   Develop financial models that support analysis and lead to business understanding and decision-making.
• Make recommendations for potential improvements and identify potential risks and opportunities to financial targets.
• Drive Financial performance management including the annual budgeting, monthly forecasts, and communication of results.
• Identify and develop key actions in partnership with the site team required to achieve forecast targets.
• Drive processes and initiatives to reduce primary working capital and maximize operating cash flow.
• Provide timely and accurate financial information in compliance with US GAAP and company policies, procedures and controls.
• Meet all reporting deadlines with accurate and complete data.
• Develop strong working relationships with colleagues and corporate functions and all levels of the organization.
• In collaboration with the management team, ensure actions are clearly identified, continuous improvement projects are executed and delivered to meet objectives.
• Provide regular updates on performance and actions to achieve objectives.

Required Experience and Skills:

• Bachelor’s degree in finance or accounting
• Minimum 5 years Finance or Accounting experience
• Knowledge of US GAAP and Sarbanes-Oxley 404
• Advanced Microsoft Office Skills (Excel)
• Able to multi-task in high pressure, time-constrained situations
• Strong analytical skills
• Exceptional business and financial acumen with a drive for results
• Strong interpersonal, collaboration and decision-making skills
• Strong written, verbal and presentation skills
• Self otivated and possess the ability to work independently

Preferred Experience and Skills:

• Experience with SAP BPC - Business Planning and Consolidation tool preferred

Flowserve offers competitive pay, annual bonuses, medical benefits on day 1, generous paid vacation time, paid holidays, 401(k) and many other excellent benefits!

It's fun to work in a company where people truly BELIEVE in what they're doing!

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity or any other characteristic protected by law.

Canada: Title for the position will be in accordance with applicable national and local laws.

Career Category

Job Description

HOW MIGHT YOU DEFY IMAGINATION?

If you feel like you’re part of something bigger, it’s because you are. At Amgen, our shared mission—to serve patients—drives all that we do. It is key to our becoming one of the world’s leading biotechnology companies. We are global collaborators who achieve together—researching, manufacturing, and delivering ever-better products that reach over 10 million patients worldwide. It’s time for a career you can be proud of.

The Benefits Senior Manager, (Leave, Life Insurance and Disability)

Live

What you will do

Let’s do this. Let’s change the world. In this vital role the Benefits Senior Manager, (Leave, Life Insurance and Disability) will be responsible for oversight, operations, and delivery of all U.S. Leave of Absence (LOA) and Paid Time Off, Life Insurance and Disability, and Compliance programs.

Primary Responsibilities:

• Manage LOA, Life and Disability vendors to ensure delivery of accurate and timely benefits, in accordance with governing laws and company policies to eligible staff. Develop metrics to ensure vendor performance meets Amgen requirements.

• Provide management oversight and guide direct reports to resolve escalations/errors. Guide direct reports to provide appropriate and timely Return to Work information to Amgen's Occ Health.

• Subject matter expert on Federal, state, and local regulations to ensure compliance with mandatory leave and disability benefits. Ensure delivery of required LOA benefits is operationally sound, administratively feasible, and coordinates with Amgen's policies.

• Develop metrics to monitor the accurate delivery of LOA benefits, to audit and rectify any abuse of policies, if any, and to assist in refining LOA and disability benefit provisions to best support Amgen employees

• Support integration activities such as policy training for newly acquired staff and transition of active disability benefits, where required, to Amgen U.S. plans.

• Stays current on federal and state employment laws as it relates to leaves.

• Works with leave administration vendor to recommend process and technology improvements, draft communications.

• Coordinates with Benefits leadership, Staff Relations and Legal for leaves and/or leaves ending termination that result in litigation.

• Manages other activities as assigned.

Win

What we expect of you

We are all different, yet we all use our unique contributions to serve patients. The Benefits professional we seek will possess these qualifications.

Basic Qualifications:

Doctorate degree and 2 years of benefits or finance experience

Or

Master’s degree and 4 years of benefits or finance experience

Or

Bachelor’s degree and 6 years of benefits or finance experience

Or

Associate’s degree and 10 years of benefits or finance experience

Or

High school diploma / GED and 12 years of benefits or finance experience

Preferred Qualifications:

• Experience with large employer benefit plans with participants in multiple U.S. states.

• Strong critical-thinking and problem-solving skills – investigate and understand the underlying cause of an issue as opposed to fixing the matter at-hand.

• Strong working knowledge of federal and state laws affecting benefit programs and the associated regulatory filing and compliance requirements, including federal, Internal Revenue Service, COBRA, Family Medical Leave, and privacy laws.

• Ability to handle confidential employee information with discretion and sound judgment.

• Proactive, collaborative team member with excellent attention to detail and a strong sense of urgency and follow-through.

• Excellent communication, influencing, and interpersonal skills with the ability to work both independently and on teams.

• Strategic Vision

• Vendor management skills

• Working knowledge of HR business systems, such as WorkDay.

Thrive

What you can expect of us

As we work to develop treatments that take care of others, we also work to care for our teammates’ professional and personal growth and well-being.

Amgen offers a Total Rewards Plan comprising health and welfare plans for staff and eligible dependents, financial plans with opportunities to save towards retirement or other goals, work/life balance, and career development opportunities including:

• Comprehensive employee benefits package, including a Retirement and Savings Plan with generous company contributions, group medical, dental and vision coverage, life and disability insurance, and flexible spending accounts.

• A discretionary annual bonus program, or for field sales representatives, a sales-based incentive plan

• Stock-based long-term incentives

• Award-winning time-off plans and bi-annual company-wide shutdowns

• Flexible work models, including remote work arrangements, where possible

Apply now

for a career that defies imagination

Objects in your future are closer than they appear. Join us.

careers.amgen.com

Amgen is an Equal Opportunity employer and will consider you without regard to your race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

Salary Range

DESCRIPTION:

This position leads a team of desk property claims service professionals to deliver outstanding customer service and business results.

JOB RESPONSIBILITIES:

• Leads their team to achieve goals and objectives by communicating job expectations; planning, monitoring, and appraising job results; coaching, counseling, and disciplining employees; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
• Maintains staff by recruiting, selecting, orienting, and training employees; maintaining a safe and secure work environment; developing personal growth opportunities.
• Manage employee work schedules including assignments, training, vacations and paid time off, overtime and ensuring coverage for absenteeism.
• Contributes to the creation of strategic goals by gathering pertinent business, financial, service, and operations information; identifying and evaluating trends and options; choosing a course of action; defining objectives; evaluating outcomes.
• Maintains quality service by enforcing quality and customer service standards; analyzing and resolving quality and customer service problems; identifying trends; recommending process improvements.
• Appropriately communicates information through department meetings, one-on-one meetings, and appropriate email, IM, and regular interpersonal communication.
• Develops critical skillsets of their team as well as assisting their team with career development goals.
• Handles customer escalations, DOI complaints and claims with public adjuster or attorney representation.
• Contributes to business goals, performance metrics, and effectively uses tools & technology.
• Supports workload surges and/or catastrophe operations as needed to include working significant overtime during designated catastrophe events.
• Partners with internal resources to facilitate claims resolution.
• Provides authority approval and claim handling guidance when applicable.

MINIMUM REQUIREMENTS:

• Bachelor's degree or equivalent work experience.
• 2-3 years of desk property claims to include personal lines claim handling and customer service.
• Strong analytical and problem-solving skills.
• Strong customer service skills.
• Demonstrated knowledge of Microsoft Office products.
• Must be a team-oriented individual to work with clients, other team members, and internal partners.
• Availability to work after hours and on the weekend as needed.
• Excellent verbal and written communication skills.
• Current TX and FL adjuster license or ability to obtain TX and FL adjuster license.
• Enjoys working in a fast-paced environment and easily acclimates to changes in process/systems for overall improvement of the organization.
• Ability to learn new technologies.

PREFERRED REQUIREMENTS:

• Prior experience leading desk claims professionals.
• 1-2 years desk property claims management experience.
• College degree
• Prior customer service experience.

BENEFITS:

Eligibility to participate in the Comprehensive Benefits Package: Medical, Dental, Vision, Paid Time Off and Paid Holidays, in accordance with Company policy.

Job Type: Full-time

Benefits:

• Dental insurance
• 401(k)
• 401(k) matching
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Referral program
• Vision insurance

Salary: 65,000.00 - 85,000.00

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus pay

Experience:

• Property Claims: 2 years (Required)
• Leaderhsip: 1 year (Preferred)

License/Certification:

• P&C or Adjuster License (Preferred)

WORKING CONDITIONS:

Work is conducted primarily in an indoor office environment with protection from weather conditions and with exposure to noise typical of an office or administrative setting.

TRAVEL REQUIREMENT:

Scheduled and non-scheduled travel is required in executing essential duties and responsibilities of this position. Flexibility in scheduling and travel, including potential extended overnight travel, is necessary to support any CAT efforts. Travel to facilitate client meetings, orientations, and resource allocation is required for large catastrophe events. 

PHYSICAL ACTIVITIES AND REQUIREMENTS:

Work requires light lifting (10 – 20 lbs.), standing, walking, stooping, kneeling, reaching, fingering (keyboarding) and repetitive hand motion, grasping, talking, and hearing at normal speaking levels. Work requires visual acuity to read and prepare data and figures, transcribe words and numbers, view information on a computer terminal, read, operate office machines, and determine the accuracy and thoroughness of work.

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary:

As a Branch Manager with Wellby you will be a trusted advisor within the communities we operate. You will lead and mentor a team of retail Solution Specialists and drive growth in core deposits and loans. As a leader within your community you will position Wellby to be a primary channel of commerce and assist our members with making the right financial choices for their financial goals.

A Branch Manager leads a team of 12 – 16 team members on average.

The leader in this role will partner closely with cross-functional stakeholders and leaders to ensure best-in-class member experiences.

Essential Duties and Responsibilities

Leadership

• Provide coaching and insights that lead to an enduring organization, providing exceptional experiences.
• Ensure team members understand how they contribute to the end-to-end member experience and financial success.
• Conduct quarterly professional development conversations with team members, discussing next quarter’s development goals.
• Champion change with the team and around the organization.
• Remove barriers between business units and collaborate cross-functionally.

Member Experience

• Collaborate with Retail Experience leadership to propose training materials to executive leadership that will assist the Branch team members in successfully delivering on business goals.
• Identify opportunities to improve operational effectiveness.  Deliver recommendations to executive leadership.

Team Member Experience

• Ensure team members understand how to provide exceptional member experiences.
• Select team members for the Branch that align with low effort member experiences and continuously develop them to support our purpose.
• Benchmark team member performance with experience level and collaborate to support them in their professional development.
• Drive positive team member engagement through effective leadership practices.

Business Development

• Partner with the Business Development team and peer managers to develop local business development strategy.
• Participate in highly visible community events quarterly or more to increase Wellby’s visibility and enhance new and existing membership opportunities.
• Conduct outbound calls to members to gain a better understanding of their current and future financial needs.

Branch Success Metrics

• Lead the Branch to achieve or exceed business goals related to new members, deepening, member satisfaction, retention, quality, and availability.
• Achieve team member related business goals related to team member retention, engagement, and satisfaction.
• Drive team efficiencies through use of digital tools and resources.
• Ensure compliance with policies, procedures, security requirements, government regulations and ethical business practices.
• Performs other duties as assigned.

Qualifications and Experience:

• 2+ years credit union or bank retail banking experience
• 1+ years of leadership experience
• Some college hours of study
• Basic knowledge of retail product philosophy and regulations
• Proven member service, interpersonal and relationship building skills
• Ability to analyze member/prospect’s credit data and other financial information to provide product insights and considerations
• Thorough knowledge of retail product philosophy, policy, procedures, documentation, and systems preferred
• Teller experience preferred
• Personal banking experience preferred
• Escalation management experience preferred
• Vault management and supervisory experience preferred
• Small branch experience preferred
• Experience leading virtual/remote team members preferred
• Bachelor’s Degree in a Business-related field of study preferred
• Proven coaching/developing of high performing teams preferred
• Effective closing, deepening and referral skills preferred
• Willingness and ability to exhibit Wellby Core Values everyday.

Job Requirements:

• Must be able to stand or sit for prolonged periods.
• Must be able to remain in a stationary position 50% of the time.
• The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range (within a few feet of the observer).
• Must be able to occasionally lift items weighing up to 50 pounds across office and load onto shelves for various needs.

For All Candidates:

This is a Full-Time, Salary role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, click here for English / Spanish.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 800-940-0708 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members, and are not to be construed as an exhaustive list of responsibilities , duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.  

It's fun to work in a company where people truly BELIEVE in what they're doing!
 

We're committed to bringing passion and customer focus to the business.

Position Summary

The Accounting Manager plays a crucial role within the team, leading the daily activities of the Accounting Department. This involves ensuring streamlined accounting procedures, supervising the reconciliation of general ledger accounts, managing prompt month-end closure, and creating financial statements that adhere to both generally accepted accounting practices and Credit Union policies. The role also encompasses fostering and enhancing a team that delivers exceptional performance.

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.

• Works with purpose and is driven to provide the best team member experience

• Manages the daily operations of the Accounting Department, including accounts payable, fixed assets, prepaids, corporate card expense reports, investment journal entries, ATM weekly settlements and daily withdraw entries, reconciliations, and integration with other systems. 

• Manages month-end journal entries and facilitates a timely and accurate month-end closing process.

• Coordinates the reconciliation, documentation, archival, and required research of general ledger accounts.

• Responsible for the timely and accurate compilation of financial statements, Call Report, and FR2900. 

• Prepares the monthly review and reporting of budget to actual, MoM, and YoY variances. 

• Performs and guides others with department research and troubleshooting. 

• Responsible for the development, maintenance, and adherence to department procedures.

• Develops plans and conducts training for the department and individual team members.

• Contributes to coordinating internal audits, annual opinion audit, and regulatory exams.

• Continuously reviews departmental processes and systems to identify and implement improvements, including automation. Works closely with project teams and vendor partners as needed to implement enhancements.

• Attends educational workshops and training to stay knowledgeable on accounting, industry, and system updates.

• Establishes internal controls and guidelines for accounting transactions.

• Oversees preparation of business activity reports, financial forecasts.

• Oversees the production of periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards. 

• Coordinates with outside auditors and provides needed information for the annual external audit.

• Performs other related duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• Knowledge of Wellby’s organizational functions and general operating policies and procedures.

• Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

• Knowledge of GAAP accounting standards

• Knowledge of relevant financial regulations and compliance requirements specific to credit unions and the financial industry.

• Knowledge of tax laws and regulations applicable to credit unions and financial institutions.

• Knowledge of Symitar/Jack Henry software

• Skilled in MS Office, especially Excel, and ability to learn unfamiliar software.

• Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications.

• Ability to efficiently manage tasks, deadlines, and priorities.

• Ability to communicate clearly and concisely, orally and in writing.

• Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members.

• Ability to coordinate several concurrent activities simultaneously.

• Ability to exercise independent judgment.

Supervisory Responsibilities

The team member does have supervisory responsibilities.

Complexity & Scope of Work

• The team member will ensure policies, procedures, and programs are consistently administered, aligned with organizational goals, and compliant with professional standards.

• The team member performs routine and generally related tasks without supervisory direction.

• Tasks may occasionally have to be coordinated, integrated, and/or prioritized.

• Courses of action are determined by established procedures and/or the VP, Controller

• The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

• The team member uses independent judgment in making decisions.

Physical Demands & Work Environment

• The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position.  Reasonable accommodations may enable individuals with disabilities to perform essential functions.

• To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting, standing, reaching, and grasping; operating computers and other office equipment; moving about the office; and attending possible onsite and offsite meetings. 

• The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members.

• The ability to observe details at close range (within a few feet of the observer).

• Must be able to occasionally lift items weighing up to 25 pounds across the office and load them onto shelves for various needs.

• The noise level in the work environment is usually moderate.

• Work involves the typical risks and discomforts associated with an office environment but is usually in an adequately cooled, heated, lighted, and ventilated area.

Minimum Qualifications

• Bachelor’s degree in Accounting or Business Administration required.

• Minimum five (5) to seven (7) years of work experience

• Minimum one (1) year or supervisory or management experience, showcasing the ability to lead and develop a team.

• Prior work experience in a financial institution is preferred.

• Proficiency in using financial software and systems; experience with Workday/Symitar is a plus

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. 

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.  

Location:

Job Summary
The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. (ERSMs) prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and ML) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (MLO's and CDLOs) effective at originating high quality home lending originations and must demonstrate expertise with the local real estate market attributes (property taxes, transfer taxes, millage rates, etc.). This role will develop and lead strategies and tactics in their local markets to build local Center of Influence (COIs) for their MLOs and CDLOs. The position also partners closely with Retail Leaders to increase lending acumen of branch and KPB teammates. The ERSM would also be expected to originate and have a proven book of business and COIs in the local market. The ERSM would be expected to achieve performance goals (quality and productivity) with respect to their own personal production in parallel to achieving the performance goals and expectations as a manager of a team of loan officers.

The ideal candidate for this position will be local to the Philadelphia market and be passionate and experienced with Community Development/CRA lending.

Responsibilities

• Responsible for building, developing, coaching, motivating, and leading a team of Mortgage Loan Originators (MLOs), CDLOs and/or mortgage associates skilled and confident to deliver clients’ full lending needs.
• Responsible for achieving or exceeding mortgage and home equity production goals for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the tone and expectation around partnership and performance objectives. Manages and evaluates performance to achieve respective goals.
• Ensure MLO adherence to the branch and private bank coverage model.
• Accountable for market, branch and KPB market level pipeline management, upfront file quality, drive expected pull-thru and funding rates, and achieving established benchmarks for client NPS scores.
• Serves as a market’s residential real-estate options/products and lending expert with joint accountability/ownership with Retail Leaders, Branch Managers and KPB Leaders to achieve the residential real estate lending production and production goals of their respective branches and KPB markets.
• Manage facilitation, results, and improvements with credit decision escalation process, pricing exceptions, and overall pull through
• Lead and support the development, delivery and execution of training/skill building for branch and KPB employees on changes to all consumer credit products, systems and technology, and processes - building the confidence in branch and KPB employees.
• Maintain an internal and external talent pipeline; hires, trains and onboards new employees grounded in Key’s Financial Wellness mission.
• Build strong collaborative relationships with internal partners to drive excellent client experience, high-quality originations and strong partnerships between branches, operations, underwriting, and fulfillment
• Proactively engage the Area Retail Leaders (ARLs) to facilitate field action and the Consumer Loan Center (CLC) where a pipeline appears stalled; diagnose why and consult/ recommend solutions to improve pipeline
• Responsible and accountable for compliance in all aspects of their geography inclusive of Communicate Reinvestment Act (CRA), Low to Moderate Income (LMI) and MMCT requirements
• Effectively assist MLOs with resolving client complaints within a timely fashion
• Partner with Home Lending Leaders (HLC) leaders to ensure right channel of execution and achieving production success for the assigned markets.
• Ensure MLOs adhere to the Key Home Lending policies, including government regulations; ensure information is properly disclosed to clients. Responsible for overall compliance and quality control within the department - ensuring documentation is appropriate; application packages are timely, quality is acceptable, and timely completion of disclosures.
• Manage employee hours worked in accordance with and compliant with KeyBank’s time tracking policies
• Assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The ERSM is expected to develop referrals to grow Key's home lending business and client base. The ERSM is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality.
• Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity
• Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines
• Responsible for gathering documents at the time of registering a loan and is expected to remain, the primary point of contact for the client during the duration of the loan process
• This person is to maintain high standards of client satisfaction and quality, ensure sales/originator systems and workflows are efficiently controlled.
• Develops and maintains in-depth knowledge of products and services as well as knowledge of competitors and competitive products while serving as the subject matter expert within the market
• Maintains proficiency on sales/originator systems and develop and maintain efficient workflows
• Keeps informed of trends and developments in the real estate market and mortgage industry
• Ability to foster internal and external relationships.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• Bachelor's Degree Business or Finance (preferred) or
• Equivalent Experience (required)

Experience Qualifications

• 5+ years Mortgage experience or equivalent retail/lending experience which includes selling financial products (required)
• Proven ability to develop and execute business plans – capable of meeting and exceeding results (required)
• 3+ years Management experience in a retail sales environment (preferred)
• Demonstrated ability to drive a high performing team (preferred)
• Proven network of local real estate COIs and past client book of business (required)

Tactical Skills

• Strong business acumen to include an understanding of financials (P & L), credit and lending practices
• Demonstrated effective leadership with the ability to manage, coach and champion a successful sales team both locally and remotely coupled with the proven ability to lead change.
• Proven ability to establish and maintain collaborative partnerships among the field, LOBs and support partners.
• Excellent interpersonal, motivational, leadership, and organizational skills
• Excellent verbal and written communications skills
• Strong technical, analytical, and problem solving skills.
• Working knowledge of consumer loan underwriting, processing, closing and regulations.
• Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws.

Personal Skills

• Emotional Intelligence
• Decision Making
• Problem Solving
• Collaboration

Practical Skills

• Business Acumen
• Oral & Written Communication
• Risk Management

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

This position is eligible to earn an hourly rate of $15 per hour. Compensation for this role also includes short-term incentive compensation subject to individual, team, and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

#LI-Remote

Role Description

FNZ Securities USA, headquartered in New York City, is a self-clearing broker-dealer which provides fully disclosed clearing and custody services to introducing broker-dealers and RIAs in the wealth management space. We are currently going through the application process with FINRA to become a licensed clearing broker-dealer and we expect to commence operations in 2024.

This is a fantastic opportunity for a highly experienced Credit Risk Manager to play a critical role in establishing FNZ Securities as a key player in the market. You will be key in helping to plan for and build out the operations and credit technology, processes, and team prior to commencement of operations.

Specific Role Responsibilities

• Lead a team of credit professionals and provide mentorship and guidance to team members, fostering a culture of continuous learning and development.

• Develop and implement credit risk policies to ensure effective risk mitigation. Assess the creditworthiness of clients, counterparties, and other potential business partners.

• Establish and maintain credit policies in compliance with industry regulations. Monitor and evaluate margin levels, ensuring they align with market conditions and regulatory requirements.

• Stay abreast of relevant financial regulations, ensuring the firm's credit and margin practices comply with local and international standards. Interact with regulatory bodies, responding to inquiries and facilitating audits.

• Work closely with 1st line of defense partners in trading, margin, and operations to ensure seamless coordination of credit risk related issues. Collaborate with technology teams to enhance and optimize credit and margin systems.

• Monitor and analyze credit exposures, identifying potential risks and recommending appropriate actions.

• Generate regular reports on credit and margin exposures for senior management.

• Conduct in-depth analysis to identify trends, anomalies, and areas for improvement. Develop risk assessments and market scenario hypothetical to ensure proper adherence to the firm’s risk tolerance.

• Collaborate with the sales team to assess and manage potential risks associated with new client onboarding. Engage with relationship teams to discuss credit requirements and address client inquiries.

Experience Required

• 7+ years of industry-relevant experience managing credit risk functions in a self-clearing US broker-dealer operating in the wealth management space.

• Currently holds a FINRA Series 24 license.

• Deep understanding of the US securities industry and brokerage operations with experience in StreetSide operations, custody, and clearing

• Demonstrated experience providing guidance and applying operational and credit risk principles and concepts.

• Demonstrated ability to collaborate effectively with teams across functional boundaries to ensure efficiency of operations and effective risk management.

• Willingness to adapt and respond appropriately to new demands, priorities, challenges, and obstacles.

• Data driven and able to analyze metrics and trends, such as monitoring key metrics and data to evaluate performance.

• Highly effective in establishing relationships with key stakeholders.

• Strong communicator who is able to clearly articulate priorities and issues to senior management and teammates and to motivate and clearly communicate expectations to operations staff.

• Experience managing credit at a self-clearing broker-dealer that provides trade, clearing, and custody services to introducing broker-dealers. 

• Experience reporting directly to the executive management and working closely with other executives to align on credit risk strategy with the firm’s overall business strategy.

• Experience managing teams in multiple locations and leveraging shared services.

About FNZ Culture 

Our culture is what drives us. It's at the heart of who we are and everything we do. It's what inspires, excites, and moves us forward. Our ambition is to create a culture for growth, one that opens up limitless opportunities for our employees, customers and the wider world. At FNZ we know that great impact is only possible with great teamwork. 

That’s why we value the strength and diversity of thought in our global team. 

The FNZ Way is the cornerstone of what we do. It is comprised of four values that set the standard for how everyone at FNZ interacts with each other, with our customers, and with all our diverse stakeholders around the world.

1. Care hard for customers and each other

2. Bring ambition to everything we do

3. Own it all the way

4. Work as one open team

Read more about The FNZ Way and our values: www.fnz.com/culture 

Opportunities

• Right from day one, you will work alongside exceptional, multicultural teams - experts in their respective fields - who will inspire and challenge you to make your greatest impact. 

• Be part of a highly successful, rapidly growing, global business that is leading the delivery of financial services via cloud computing and partners with some of the world’s largest companies;

• Working in a flexible and agile way that meets the needs of the business and personal circumstances; 

• Remuneration, significant financial rewards and career advancement is based on individual contribution and business impact rather than tenure or seniority;

• We provide global career opportunities for our best employees at any of our offices in the UK, EU, US, Canada, South Africa, and APAC.

Commitment to Equal Opportunities 

At FNZ, we recognise that diversity, equity and inclusion are important factors contributing to our success. We embrace the unique perspective and capabilities of our current and future employees, which will help us continue to drive innovation and achieve our business goals. Recruitment decisions at FNZ are made in a non-discriminatory manner without regard to gender, ethnicity/race, faith, age, nationality, gender identity, sexual orientation, marital status, socio-economic background, disability or military veteran status where all applicants and employees are valued and respected. 

In addition, we want to ensure accessibility needs are well supported, if you require specific support please advise us.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. 

We created wealth’s growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. 

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

Specific responsibilities

• Ensure risk is well monitored and supervised across funds, and develop expertise in our risk management processes and infrastructure
• Working closely with PMs and investment teams to ensure awareness of the current risk profile and identify tools required
• Understanding, explanation and escalation of risk and performance drivers of strategies across the group
• Escalation of relevant information to Senior Management in timely fashion, communicated clearly and concisely, to ensure transparency of key risks across strategies
• Conduct research into new risk measurement / risk management techniques, working closely with various teams (PM, Quant, Technology) on identification, project management and deployment of new tools
• Further develop the Man risk management process and broaden awareness and good risk management practices across all functions
• Closely follow market events, and pro-actively share forward thinking risk analysis with the team, senior management and PMs
• Assisting with regulatory, client and marketing requests and other duties as may be required by broader Man Group from time to time

Skills & previous experience

• Very strong academics, preferably in STEM.
• Knowledge and interest in major asset classes and portfolio risk management techniques.
• Strong analytical and quantitative skills
• Python or similar programming skills
• Experience communicating with management and investment teams
• Project management skills including time-management, liaising and working with various stakeholders

Man GLG is a discretionary fund manager that is active across alternative and long-only strategies, investing in equity and credit. The firm fosters leading investment talent within a collaborative environment. Its portfolio managers are unconstrained by a house view. Man GLG currently manages US$ 27.0bn* in total assets for a range of institutional and private clients globally.

*as of March 31st 2023

Our Culture, Values and Benefits at Man
Man Group is proud to provide the best working environment possible for all of its employees, and we are committed to equal opportunities. At Man Group we believe that a diverse workforce is a critical factor in the success of our business and this is embedded in our culture and values. There are a number of external and internal initiatives, partnerships and programmes that help us to attract and develop talent from diverse backgrounds and that encourage inclusion and diversity across our firm and the industry. Man Group is a Signatory of the Women in Finance Charter and the Race at Work Charter. Man Group is also a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact HRSO@man.com. https://www.man.com/diversity

Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working. Employees are also offered two 'Mankind' days of paid leave per year as part of the Man Charitable Trust's community volunteering programme.

We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Additional benefits are tailored to local markets and may include private medical coverage, discounted gym membership and wellbeing programmes.

Base Salary Range: The anticipated based salary range for this position is $120.000-145,000 + benefits + a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.

Our Culture, Values and Benefits at Man

Man Group is proud to provide the best working environment possible for all of its employees, and we are committed to equal opportunities. At Man Group we believe that a diverse workforce is a critical factor in the success of our business and this is embedded in our culture and values. There are a number of external and internal initiatives, partnerships and programmes that help us to attract and develop talent from diverse backgrounds and that encourage inclusion and diversity across our firm and the industry. Man Group is a Signatory of the Women in Finance Charter and the Race at Work Charter.  Man Group is also a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact HRSO@man.com.  https://www.man.com/diversity

Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working. Employees are also offered two 'Mankind' days of paid leave per year as part of the Man Charitable Trust's community volunteering programme.

We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave.  Additional benefits are tailored to local markets and may include private medical coverage, discounted gym membership and wellbeing programmes.