Loan Officers

**Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.**

**With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.**

**Together, there’s no stopping you!**

**Job Title:**

VP, Relationship Manager

**Job Description:**

**Summary:**

Develop and manage new commercial loan accounts and client relationships while enhancing existing customer relationships. To achieve this, it is expected that the role be proactive in providing financial solutions to both existing and prospective clients. Also responsible for increasing the bank’s deposit base through various products, developing sound and profitable business relationships, credit assessment and exceeding customer needs and expectations while complying with regulatory requirements.

**Essential Duties and Responsibilities:**

+ Frequently represents the bank in the business community; actively develops relationships with business owners, C-level execs, COIs, etc. and builds a network of prospective bank customers to drive deal flow.

+ Builds and maintains a list of at least 15 targeted prospect profiles; strategizes and executes a call plan to meet individual and team sales objectives for the bank’s various business lines.

+ Manages and services commercial relationships by interviewing applicants and obtaining pertinent financial data.

+ Evaluates pertinent financial information and determines whether a credit is an acceptable risk.

+ Approves loans within assigned lending authority, and company policies and procedures.

+ Recommends credits outside lending authority to the next level or presents to Loan Committee in accordance with established procedures.

+ Ongoing monitoring of existing loans for conformity to terms and conditions.

+ Actively participates with and assists senior lending officers on larger, more complex credits.

+ Monitors market conditions, observing competitor impact and makes recommendations to maintain competitive and profitable product line.

+ Develop and maintain comprehensive knowledge of all commercial products including loans, cash management, trade service products and deposits to facilitate cross-selling and enhance the client experience.

+ Analyze financial statements and related information.

**Qualifications:**

+ Must have demonstrated skills in commercial credit underwriting, business development and portfolio management for mid-sized developers and investors.

+ Minimum of 5-7 years of Commercial Lending experience preferred.

+ Must have excellent communication, presentation and tactful interpersonal skills.

+ Superb people skills to work within a team environment and successfully develop and retain client relationships.

+ Proven ability to cross-sell other banking products, including loans, deposits and treasury management.

+ Self-motivated to work independently and take ownership.

+ Effective time management and organizational skills are required.

+ Must be attentive to detail and accurate when analyzing financial statements and presenting a credit package for formal approval.

+ This position requires the use of sound business discretion, good judgment, and excellent problem solving skills.

+ Basic knowledge of personal computer hardware and software skills including MS Word and Excel.

+ Strong working knowledge of regulations, compliance standards, market trends and products relating to the banking industry.

+ Superior analytical and decision making skills based on a thoughtful assessment of risk.

**Supervisory Responsibilities:**

+ None

**Education and/or Experience:**

+ Bachelor’s degree in Finance or Business.

+ Minimum five to seven years related experience and training in commercial banking.

**Computer and Software Skills:**

+ Word

+ Excel

+ Bankway

+ Salesforce

+ Google Mail

+ LinkedIn

**Certificates, Licenses and Registrations:**

+ None

**_Equal Opportunity Statement:_**

Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at [email protected] .

Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE (https://link.zixcentral.com/u/324ca55e/qL5ePJcS6RG7hzIZh3soMg?u=https%3A%2F%2Fwww1.eeoc.gov%2Femployers%2Fposter.cfm) .

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

We are looking for a Private Banking Relationship Manager in Scottsdale, AZ. This role acts as the principal account and relationship manager for new and existing clients.

Essential Functions:

+ Acts as the principal account and relationship manager for new and existing clients.

+ Focuses on generating, managing and servicing a portfolio of clients.

+ Responsible for generating, retaining and expanding business in one or more of the following areas: loan and deposit products, investment and trust referrals, commercial business referrals.

+ Responsible for credit analysis and proper loan structuring.

+ Responsible for maintaining a high level of client satisfaction.

+ Develops and follows-up on new client leads through existing clients, referrals from other bank departments and divisions.

+ Calls on existing relationships to review portfolios and makes recommendations as needed.

+ Other duties as assigned.

Qualifications:

+ Requires a Bachelor's and some experience with lending, sales, banking products and services or other directly related experience. A combination of education and experience may meet requirements.

+ Basic knowledge of banking, commercial lending, mortgages, investments, trusts, affinity and insurance products and services.

+ Ability to display sound judgment.

+ Solid sales, self-management, credit analysis, loan structuring, applicant interviewing and perceptive character judgment skills.

+ Basic knowledge in financial planning enabling recognition of investments, brokerage sales and referral possibilities.

+ Solid interpersonal and communication skills, both verbal and written.

+ Commitment to a high degree of service quality.

+ Intermediate computer skills including word processing and spreadsheet software.

+ FINRA Licensing is highly recommended! (SIE, Series 7, Series 66 and State Life/Health Insurance)

Benefits:

+ Medical, Dental and Vision Insurance - START DAY ONE!

+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

+ Mental health benefits including coaching and therapy sessions.

+ Tuition Reimbursement for qualifying employees.

+ Employee Ambassador preferred banking products.

Req ID: 065329

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

**Why USAA?**

Let’s do something that really matters.

At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation’s military, but we all share in the mission to give back to those who did. We’re working as one to build a great experience and make a real impact for our members.

We believe in our core values of honesty, integrity, loyalty and service. They’re what guides everything we do – from how we treat our members to how we treat each other. Come be a part of what makes us so special!

**The Opportunity**

As a dedicated Business Operations Analyst Lead - EDM portfolio Management, you will join our Enterprise Data Management (EDM) team. You will play a critical role in delivering high-quality data management products and services, enabling the organization to effectively handle and leverage data as a strategic asset. This position will involve leading all aspects of the development, implementation, and ongoing support of data governance, data quality, metadata management, and data integration solutions. They will collaborate with multi-functional teams to ensure data reliability, security, and accessibility, contributing to the overall business strategy and data-driven decision-making.

Consults with the business to understand and define opportunities and recommends solutions by analyzing data and providing key insights to inform decisions. Provides domain expertise on all matters of business analytical or operational data needs. Works closely with enterprise and business process owners to integrate data analytics into business processes to improve business performance.

We offer a flexible work environment that requires an individual to be **in the office 4 days per week.** This position can be based in one of the following locations: San Antonio, TX, Plano, TX, or Phoenix, AZ. Relocation assistance is **not** available for this position.

**What you'll do:**

+ Identifies and leads existing and emerging risks that stem from business activities and the job role.

+ Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.

+ Follows written risk and compliance policies, standards, and procedures for business activities.

+ Acts as a trusted consultant to the business and Information Technology to identify solutions for complex projects through data reporting, analytics and complex projects work.

+ Accountable for handling the compilation, analysis and reporting of data; delivers key insights and recommendations on data trends to inform leaders and drive decisions.

+ Maintains standard methodologies as a technical domain guide in consulting and advising business partners on ad hoc or undefined matters related to business analytics and decision support solutions.

+ Identifies and pursues opportunities to apply advanced data delivery and business solutions techniques to optimize their contribution to resolving business issues.

+ Proactively and fluidly interacts across key collaborators to deliver and improve efficiency and effectiveness of the reporting needs.

+ Drives and influences key collaborators on approaches and solutions for data reporting, analytics and complex projects work.

+ Applies expertise of information systems and data infrastructure to provide business and technical guidance to internal clients.

+ Ensures teams maintain understanding of business processes, supporting data and applications and strategic direction.

+ Effectively communicates recommendations to all levels of management and influences strategic direction within the function.

+ Stays abreast with industry knowledgeable regarding Enterprise Standards for Business Intelligence, Data and Business Analytics and shares standard methodologies with team.

+ Develops tailored presentation materials and presents complex analytics solutions to common business terminology for clients.

+ Mentors and provides guidance to junior analysts to further technical acumen with data & analytics community.

+ Maintains knowledge of emerging technologies and their application toward business solutions.

**What you have:**

+ Bachelor's degree in Science, Technology, Engineering or Mathematics (STEM) or related degree field is required; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ 8 years of reporting and/or data management experience with accountability for complex tasks and/or projects using applicable tools and languages (Example: SQL, Python, GGplot, Tableau) OR Advanced degree in Science, Technology, Engineering or Mathematics (STEM) or related degree field with 6 years of reporting and/or data management experience with accountability for complex tasks and/or projects demonstrating applicable tools and languages ((Example: SQL, Python, GGplot, Tableau).

+ Demonstrated knowledge of the function/field demonstrated through application of knowledge, skills, abilities, and technologies towards work products required. (Example: Querying, Data Wrangling, Report Development, Requirements Gathering).

+ Demonstrable experience with data mining, complex data manipulation, and identifying key insights to translate into business solutions.

+ Good interpersonal and communication skills to deliver information effectively and influence all levels of management.

+ Comprehensive knowledge of applicable compliance and regulatory data requirements and ability to develop, document, and maintain policy/procedures in adherence to these requirements.

**What sets you apart:**

+ Experience with Data Management and Governance methods and solutions.

+ Agile Scrum experience.

+ Certified Data Management Professional (CDMP) certification.

+ Project Management Professional (PMP) certification.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

**What we offer:**

**Compensation:** USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $109,130.00 - $208,580.00 **.**

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

**Benefits:** At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, please visit our benefits page on USAAjobs.com.

_Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting._

_USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran._

**If you are an existing USAA employee, please use the internal career site in OneSource to apply.**

**Please do not type your first and last name in all caps.**

**_Find your purpose. Join our mission._**

USAA is unlike any other financial services organization. The mission of the association is to facilitate the financial security of its members, associates and their families through provision of a full range of highly competitive financial products and services; in so doing, USAA seeks to be the provider of choice for the military community. We do this by upholding the highest standards and ensuring that our corporate business activities and individual employee conduct reflect good judgment and common sense, and are consistent with our core values of service, loyalty, honesty and integrity.

USAA attributes its long-standing success to its most valuable resource: our 35,000 employees. They are the heart and soul of our member-service culture. When you join us, you'll become part of a thriving community committed to going above for those who have gone beyond: the men and women of the U.S. military, their associates and their families. In order to play a role on our team, you don't have to be connected to the military yourself – you just need to share our passion for serving our more than 13 million members.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

California applicants, please review our HR CCPA - Notice at Collection (https://statmcstg.usaa.com/mcontent/static\_assets/Media/enterprise\_hr\_cpra\_notice\_at\_collection.pdf) here.

USAA is an EEO/AA Employer - applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law.

**Come join our amazing team and work in our Chandler, AZ Office!**

Our Portfolio Loan Officer is responsible for advising customers regarding their options for obtaining a new mortgage or refinancing an existing mortgage. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The base pay is $14.35/hr. plus monthly incentive.

**What you’ll do:**

+ This position will make outbound calls to leads in existing portfolio and take inbound “warm" call transfers.

+ Prospect for new business by maintaining scheduled branch hours to accept inbound call transfers from Customer Contact Specialists, mail solicitation campaigns, and inbound inquiry customer calls.

+ Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates.

+ Manage the loan process according to current legal and company guidelines and applicable federal, state and local regulations..

+ Ensure loans are in compliance with Carrington guidelines, applicable state and federal regulations, and investor requirements.

**What you’ll need:**

+ 2+ years of mortgage lending experience preferred.

+ NMLS License.

+ Strong experience with FHA and conventional loans highly preferred.

+ Ability to follow loan protocols.

+ Efficient with computers and loan operating systems.

**Our Company:**

Carrington Mortgage Services-Retail Lending is part of The Carrington Companies. We offer a wide variety of home purchase and refinance products for government and conventional loan programs, specializing in underserved programs for borrowers with less than perfect credit and low down payment. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonmortgage.com .

**What is the value proposition to joining the team?**

+ Full array of mortgage programs.

+ Paperless loan file flow and process.

+ Aggressive Marketing support including brochures, social media, and CRM.

+ Aggressive underwriting: we manual underwrite over 80% of our files

+ Warm exclusive leads

+ Ability to originate nationally

+ Competitive compensation plan, including a base plus commission.

**What We Offer:**

+ Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.

+ Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.

+ Customized training programs to help you advance your career.

+ Employee referral bonuses so you’ll get the opportunity to work with friends (and get some extra cash in your pocket!).

+ Educational Reimbursement.

+ Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.

EEO/AAP Employer

**Carrington does not do interviews or make offers via text or chat.**

\#LI-CF1

Carrington is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, sex, gender identity, national origin, ancestry, age, marital status, sexual orientation, protected veterans status, physical or mental disability or any other legally protected category. Carrington will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company.

**_This will be a virtual position but would need to be based in the states of: Nevada, Arizona, Utah, New Mexico, Colorado, Western Texas or Southern California._**

Applications for this posting will be accepted until 11/11/2024

**ADP is hiring a Relationship Manager - III** . The Relationship Manger is responsible for developing and maintaining effective ADP relationships with our top tier clients. As the liaison with the Client and as a key client advocate, the Relationship Manager is primarily responsible for the client's overall satisfaction. The Relationship Manager positions him or herself within the senior levels of the organization. However, the Relationship Manager may also interact with the client's middle management and department staff when necessary. Understanding the client's short and long-term goals relative to their retirement plan, the Relationship Manager serves as a facilitator of services across the Retirement Services organization and may be asked to assist ADP Sales in new opportunities. This position will involve extensive frequent domestic travel to meet with their book of clients. Requires travel up to 15=20%.

**At ADP we are driven by your success.** We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success motivates you, you belong at ADP.

We strive for every interaction to be driven by our **CORE** values: **Insightful Expertise, Integrity is Everything, Service Excellence, Inspiring Innovation, Each Person Counts, Results-Driven, & Social Responsibility.**

**RESPONSIBILITIES:**

+ Key ADP contact for the client's decision maker and/or the senior executive responsible for the ADP relationship

+ Key liaison with all ADP entities to proactively communicate and monitor service and product issues after the client is sold. Focus is on total client satisfaction

+ Execute quarterly comprehensive account reviews with clients. Effectively communicate and oversee the resolution of resulting critical service issues with all ADP entities as well as to communicate areas of satisfaction or perceived improvement.

+ Understand client's business issues, HR, Payroll and outsourcing strategies. Identifies new service and/or product opportunities.

+ Proactively positions client satisfaction surveys. Follows-up on critical surveys.

+ Communicates and promotes key ADP initiatives, i.e..: MOTM, User Group Meetings, Product Announcements/Enhancements.

+ Positioned as the "Client Advocate" within ADP -- cuts through the "red tape" to resolve issues. Ensures clients understand ADP's position on World Class Service. Recognizes service as the key strategic differentiator in our marketplace.

+ Participate in pre-sale presentations and employee education campaigns.

+ Maintains comprehensive and timely records on service activities. Adheres to standard ADP tools and processes for recording and responding to service activities.

+ Performs other related duties as assigned.

**QUALIFICATIONS REQUIRED:**

+ 5-8 Years of directly related experience

+ 15-20% Travel

**PREFERRED QUALIFICATIONS:** Preference will be given to candidates who have the following:

+ FINRA Series 6 & 63 securities licenses and Securities Industry Essentials

+ Bachelor's Degree preferred in Business, Finance or Accounting or the Equivalent in Education & Experience

+ Comprehensive understanding of competitive advantages and disadvantages of Retirement Products.

+ Experience in managing executive level relationships / partnerships with clients and third parties

+ Extensive understanding of Defined Contribution record keeping and plan administration

+ Familiarity with mutual funds and basic investment management principles

\#LI-AJ1

\#LI-Hybrid

Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $71,600.00 - $145,200.00 / Year

**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP’s operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.

**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click https://jobs.adp.com/life-at-adp/ to learn more about ADP’s culture and our full set of values.

At National Bank of Arizona, we’re a community of professionals with relationships at our core. We strive to promote an engaging environment with accessible leadership and on-going employee development. National Bank of Arizona was founded on the premise of building local relationships, we pride ourselves on providing our clients, shareholders and each other the best possible tools, resources and opportunities. Our workplace culture is based on inclusivity and collaboration, so we can give our customers as well as our employees the best possible environment to thrive. More than 35 years later, our approach hasn’t changed. At NBAZ, the possibilities are endless – come for the job, stay for a career.

NBAZ is looking for an experienced Branch Manager with a talent and passion for business prospecting and client relationship development for our Page location.

Top candidates will have an Arizona business savvy within Page and its neighboring communities. This position manages the sales and service functions within the branch.

Essential Functions:

+ Responsible for developing and implementing external and internal sales and service programs to achieve branch goals, including business development.

+ Create a vital sales and service environment fostering teamwork with partners and other corporate departments.

+ Developing branch staff, expanding customer relationships, achieving sales goals, and exceeding customer service expectations.

+ Drive results in developing branch staff, expanding customer relationships, achieving sales goals and exceeding customer service expectations.

+ Responsible for overall branch performance.

Qualifications:

+ High School diploma or equivalent is required. A Bachelor’s degree in a related field and 3+ years’ experience in management, business development, and banking operations, or other directly related experience is highly preferred. A combination of education and experience may meet requirements.

+ Proven track record with business development and retail banking sales success required.

+ Preferred candidate will be local, preferably in the Page or neighboring AZ community.

+ A thorough understanding of bank products and services, negotiable items, correspondent relationships, new account procedures, teller procedures, accounting and working with a diverse customer base.

+ Must be able to work a flexible schedule and have the ability to travel to surrounding branches in assigned territory, including NBAZ Phoenix Corporate Offices when required.

+ Bilingual proficiency in English and Spanish languages, is preferred.

+ Salary, Bonus, and job level commensurate with experience.

Benefits:

+ Medical, Dental and Vision Insurance - START DAY ONE!

+ Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.

+ Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.

+ Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.

+ 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.

+ Mental health benefits including coaching and therapy sessions.

+ Tuition Reimbursement for qualifying employees.

+ Employee Ambassador preferred banking products.

Req ID: 065073

Equal Opportunity Employer

It is the policy of this corporation to provide equal employment and advancement opportunities to all employees and applicants for employment, without regard to race, color, religion, age (40 and over), sex, pregnancy, gender, disability, national origin, ethnic background, citizenship, veteran status, sexual orientation, gender identity and expression or any other characteristic protected by applicable law. This policy is established and administered in accordance with all applicable federal, state, and local laws.

If you are an individual with disabilities who needs accommodation, or you are having difficulty using our website to apply for employment, please contact us at (801) 844-7628, Mon.-Fri. between 9 a.m. - 5 p.m. MST.

Click here to view applicable Federal, State and/or local employment law posters.

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.

**About this role:**

Wells Fargo is seeking a Commercial Banking Portfolio Manager as part of the Middle Market Credit Execution Team supporting the in-market credit portfolio. This role is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients. Serves as a key member of a client’s deal team. Learn more about the career areas and lines of business at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role, you will:**

+ Participate in performing financial research, underwriting, and structuring of complex relationships within Commercial Banking Portfolio Management functional area

+ Review and research business financial statements and tax returns that require an in-depth evaluation of multiple factors

+ Resolve moderately complex issues in conjunction with functional Commercial Banking Portfolio Management team, to meet project deliverables, while leveraging solid understanding of the function, policies, procedures, and compliance requirements

+ Collaborate and consult with Commercial Banking Portfolio Management peers, colleagues, and mid level managers to resolve issues and achieve goals

+ Lead projects and teams or serve as a mentor for less experienced individuals

**Required Qualifications:**

+ 2+ years of Commercial Banking Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Underwriting and portfolio management experience working with commercial banking relationships across both C&I and Investor Real Estate segments

+ Strong analytical skills and the ability to perform in depth commercial financial statement analysis

+ Demonstrated experience showing attention to detail, self-motivation, and the ability to independently problem solve

+ Experience working in a high paced environment, with strong organizational, multi-tasking, and prioritizing skills

+ Excellent verbal, written, and interpersonal skills, with experience effectively working and communicating with internal partners both in person and remotely

+ Intermediate Microsoft Office skills, including using Excel for financial analysis and projection modeling

+ BS/BA degree or higher

**Job Expectations:**

+ Ability to travel up to 10% of the time

+ Position can report to any of the posted locations

**Location(s):**

+ 333 S Grand Ave LOS ANGELES, CA 90071

+ 2700 S Price Rd CHANDLER, AZ 85286

+ 21255 Burbank Blvd WOODLAND HILLS, CA 91367

+ 1000 Lakes Dr Ste 100 WEST COVINA, CA 91790

+ 350 W Colorado Blvd PASADENA, CA 91105

@RWF22

**Pay Range**

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates.

$84,000.00 - $164,400.00

**Benefits**

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs (https://www.wellsfargojobs.com/en/life-at-wells-fargo/benefits) for an overview of the following benefit plans and programs offered to employees.

+ Health benefits

+ 401(k) Plan

+ Paid time off

+ Disability benefits

+ Life insurance, critical illness insurance, and accident insurance

+ Parental leave

+ Critical caregiving leave

+ Discounts and savings

+ Commuter benefits

+ Tuition reimbursement

+ Scholarships for dependent children

+ Adoption reimbursement

**Posting End Date:**

***** **_Job posting may come down early due to volume of applicants._**

**We Value Diversity**

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

**Applicants with Disabilities**

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (https://www.wellsfargojobs.com/en/diversity/disability-inclusion/) .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (https://www.wellsfargojobs.com/en/wells-fargo-drug-and-alcohol-policy) to learn more.

**Wells Fargo Recruitment and Hiring Requirements:**

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

**Req Number:** R-415366

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

- High school diploma or equivalent

- Minimum one year of mortgage, sales, real estate, or banking experience

- Ability to travel

Preferred Skills/Experience

- Well-developed sales ability

- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies

- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors

- Basic knowledge of local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)

- Ability to work independently

- Ability to analyze financial information

- Excellent verbal and written communication skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

**EEO is the Law**

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $25.63 - $28.19

U.S. Bank accepts applications for this position on an ongoing basis.

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

**Job Description**

Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations.

This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.

Basic Qualifications

- High school diploma or equivalent

- Minimum one year of mortgage, sales, real estate, or banking experience

- Ability to travel

Preferred Skills/Experience

- Well-developed sales ability

- Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies

- Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors

- Basic knowledge of local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.)

- Ability to work independently

- Ability to analyze financial information

- Excellent verbal and written communication skills

If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) .

**Benefits:**

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

+ Healthcare (medical, dental, vision)

+ Basic term and optional term life insurance

+ Short-term and long-term disability

+ Pregnancy disability and parental leave

+ 401(k) and employer-funded retirement plan

+ Paid vacation (from two to five weeks depending on salary grade and tenure)

+ Up to 11 paid holiday opportunities

+ Adoption assistance

+ Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

**EEO is the Law**

U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants can learn more about the company’s status as an equal opportunity employer by viewing the federal **KNOW YOUR RIGHTS (https://eeoc.gov/sites/default/files/2023-06/22-088\_EEOC\_KnowYourRights6.12ScreenRdr.pdf)** EEO poster.

**E-Verify**

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (https://careers.usbank.com/verification-of-eligibility-for-employment) .

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $25.63 - $28.19

U.S. Bank accepts applications for this position on an ongoing basis.

We are seeking a motivated and detail-oriented Account Manager to join our dynamic team and help us achieve our mission! As an Account Manager, you will play a crucial role in managing relationships with our clients, ensuring their satisfaction, and helping them achieve their mental health goals through our platform. Your work will directly contribute to making mental health support more accessible and effective for thousands of individuals.

Key Responsibilities:

• Manage a book of 15-20 accounts, meeting with each client at least once per month.

• Lead post-sale activities, including customer onboarding, launch, and quarterly business reviews.

• Serve as a trusted advisor by providing expert guidance to address customers' business goals, needs, and pain points.

• Stay up to date with the Product Roadmap and promote, demo, and relay information about upcoming features to customers.

• Manage upcoming customer renewals & expansions at optimal value.

• Monitor customer health and work proactively to ensure value is being delivered to your customers, reducing churn risk where possible.

• Advocate for your customers internally and provide important customer insights to other departments such as Product, Sales, Education, and Support.

• Identify key pain points or areas of risk in the existing customer journey and work with other departments to define and help improve the customer journey.

• Own customer health and deliver effective engagement programs and playbooks.

• Partner closely with sales and product management teams to manage account strategy and ensure customer growth and retention.

• Create and manage ongoing client satisfaction surveys.

Qualifications:

• Bachelor's degree in Business, Psychology, or a related field.

• Proven experience in account management, customer service, or a related role.

• Excellent communication and interpersonal skills.

• Strong problem-solving abilities and attention to detail.

• Ability to work independently and as part of a team.

• Passion for mental health and a commitment to helping others.

Benefits:

+ Competitive salary and performance-based bonuses.

+ Comprehensive health, dental, and vision insurance.

+ Flexible work hours and remote work options.

+ Opportunities for professional development and career growth.

+ A supportive and inclusive work environment.

Location: Remote, can be located anywhere in US. Must be willing to work standard Mon-Fri PST hours.

o Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

§ Medical, dental & vision

§ Critical Illness, Accident, and Hospital

§ 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available

§ Life Insurance (Voluntary Life & AD&D for the employee and dependents)

§ Short and long-term disability

§ Health Spending Account (HSA)

§ Transportation benefits

§ Employee Assistance Program

§ Time Off/Leave (PTO, Vacation or Sick Leave)

#prioritywest

About TEKsystems:

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.