Loan Officers

**Become a part of our caring community and help us put health first**

The Agency Broker Relationship Manager develops and maintains relationships with small and medium-sized accounts. The Agency Broker Relationship Manager work assignments involve moderately complex to complex issues where the analysis of situations or data requires an in-depth evaluation of variable factors.

The Agency Broker Relationship Manager (BRM) focuses on personal sales targets and troubleshoots specific customer problems. Meets targets through cultivation of new client relationships and development of productive relationships with existing clients. Prepares sales presentations, contracts, and proposals subject to review by supervisor. May participate in special projects/programs as assigned, such as training or communication sessions within or outside of the company. Maximizes revenues from sales of the organization's products and/or services through a base of reseller partners in specific assigned channels and/or vertical markets. Locates, evaluates, and recruits potential channel partners, including systems integrators, value-added resellers (VARs), distributors, dealers, or retailers. Supports partners throughout the sales process in all sales-oriented activities, including marketing, advertising, sales promotions, and training to achieve revenue targets. Begins to influence department's strategy. Makes decisions on moderately complex to complex issues regarding technical approach for project components, and work is performed without direction. Exercises considerable latitude in determining objectives and approaches to assignments.

**Typical responsibilities of the BRM include and are not limited to:**

+ Collaborate with internal sales and operations team members to support agency partners and achieve sales goals

+ Train on industry fundamentals as well as IFG resources, tools and platforms

+ Involve both inbound and outbound calling to agents/agencies. In person consulting when applicable

+ Increase IFG distribution with effective recruiting and Agency Onboarding

+ Support agency growth through development tactics that are both strategic and measurable

+ Accountable for achieving new sales and/or renewal goals for a defined territory

+ Responsible for organizing and managing the day-to-day selling and account management activity

**Use your skills to make an impact**

**Required Qualifications:**

+ Active Health & Life Insurance licenses

+ 12+ Months of sales experience in the Healthcare Industry

+ Strong organizational, interpersonal, communication and presentation skills

+ Ability to lead and train a team of sales associates, utilize technology tools and build relationships with partners.

+ High level of self-motivation and the ability to accomplish goals independently

+ Professional experience in Microsoft Office programs (Outlook, Excel, PowerPoint, Word)--intermediate or better proficiency level

**Preferred Qualifications**

+ Bachelor's degree or 5+ years of experience in the Medicare industry with a focus on management/leadership

+ Experience working with Medicare Products

**Additional Information**

+ Travel Requirements: 50% with some overnight stays

+ This role will cover East or West coast

**Scheduled Weekly Hours**

40

**Pay Range**

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.$68,200 - $93,900 per yearThis job is eligible for a commission incentive plan. This incentive opportunity is based upon company and/or individual performance.

**Description of Benefits**

Humana, Inc. and its affiliated subsidiaries (collectively, 'Humana') offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

**About us**

Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

**Equal Opportunity Employer**

It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our https://www.humana.com/legal/accessibility-resources?source=Humana_Website.

**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:**

SVP, Relationship Manager

**Job Description:**

**Summary:**

Senior level relationship manager that develops and manages new commercial deposit and loan accounts and client relationships while enhancing existing 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. This position will service as a mentor to other relationship managers within the organization and could evolve into a management or team leader role.

**Essential Duties and Responsibilities:**

+ Identify deposit driven commercial relationships and present solutions using treasury management, wealth products and other services.

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

+ Analyzes 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 other lending officers on larger, more complex credits.

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

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

**Qualifications:**

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

+ Minimum of seven or more 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.

+ Bachelor’s degree in Finance or Business with emphasis in financial banking preferred.

+ 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:**

+ May be responsible for managing other associates

**Education and/or Experience:**

+ Bachelor’s degree (B.S.) from four-year college or university with a minimum of seven years related experience and/or training in commercial banking

**Computer and Software Skills:**

+ Word

+ Excel

+ Bankway

+ Salesforce

+ Google Mail

**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) .

The Rock Family of Companies is made up of nearly 100 separate businesses spanning fintech, sports, entertainment, real estate, startups and more. We’re united by our culture – a drive to find a better way that fuels our commitment to our clients, our community and our team members. We believe in and build inclusive workplaces, where every voice is heard and diverse perspectives are welcomed. Working for a company in the Family is about more than just a job – it’s about having the opportunity to become the best version of yourself.

Are you a **driven self-starter** with a passion for sales? If so, we have an exciting career opportunity for you! Join our dynamic team at **Rocket Mortgage** and take your career to new heights. Sales experience is not required!

At Rocket Mortgage, we’re not just a company, we’re a community of passionate professionals dedicated to making homeownership dreams a reality. As a Mortgage Loan Officer, you’ll play a crucial role in guiding clients through the mortgage process. Whether they’re purchasing a home or refinancing, you’ll be there every step of the way. Come be a part of something bigger!

**Responsibilities:**

+ **Promote** thesignificant advantages of working with Rocket Mortgage.

+ **Build** rapport with clients to ensure we are identifying the solution that meets their needs.

+ **Guide** clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information.

+ **Advise** on the home buying or refinance process, providing exceptional client service along the way.

+ **Respond** to potential inquiries from company-generated prospects.

+ **Achieve** or exceed sales goals and objectives.

**Qualifications:**

+ **Sales Aptitude** : Your ability to identify and pursue sales opportunities effectively will help you build a solid foundation. Sales experience is not required!

+ **Dedication** **T** **o Learning** : We’ll provide ongoing sales and industry training to help you succeed.

+ **Communication Skills** : Your ability to build rapport and trust with clients is key.

+ **Empathy** : A willingness and capacity to connect with your clients will set you apart.

+ **Adaptability** : Resiliency and an openness to adapting to industry changes arerequired.

**What You'll Get:**

+ **Competitive Pay** : You’ll receive base pay PLUS uncapped sales incentive.

+ **Paid Training** : We’ll equip you with the knowledge and skills needed to excel.

+ **Licensing** : We’ll sponsor and pay for your federal and state licenses.

+ **Comprehensive Benefits** : From health to finances, we’ve got you covered starting day one.

**About Us**

Rocket Companies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate and more.

**Benefits** **A** **nd Perks**

Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We’ve got your back. Check out our full list of Benefits and Perks (https://www.myrocketcareer.com/working-here/benefits/) .

**Disclaimer**

This is an outline of the primary responsibilities of this position. As with everything in life, things change. The tasks and responsibilities can be changed, added to, removed, amended, deleted and modified at any time by the leadership group. We are proud equal opportunity employers and committed to providing an inclusive environment based on mutual respect for all candidates and team members.

Employment decisions, including hiring decisions, are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. We offer opportunities to all job seekers including individuals with disabilities and provide reasonable accommodation to qualified individuals with disabilities in accordance with state and federal law. If you need a reasonable accommodation to assist with your job search, application for employment, or interview, please visit our FAQ page at www.myrocketcareer.com/how-we-hire/faqs/ for details on how to contact our team.

The Company is an Equal Employment Opportunity employer, and does not discriminate in any hiring or employment practices. The Company provides reasonable accommodations to qualified individuals with disabilities in accordance with state and federal law. Applicants requiring reasonable accommodation in completing the application and/or participating in the employment application process should notify a representative of the Human Resources Team, The Pulse, at [email protected].

The Rock Family of Companies is made up of nearly 100 separate businesses spanning fintech, sports, entertainment, real estate, startups and more. We’re united by our culture – a drive to find a better way that fuels our commitment to our clients, our community and our team members. We believe in and build inclusive workplaces, where every voice is heard and diverse perspectives are welcomed. Working for a company in the Family is about more than just a job – it’s about having the opportunity to become the best version of yourself.

Do you have experience as an NMLS Licensed Loan Officer? Are you a **driven self-starter** with a passion for sales? If so, we have an exciting opportunity for you to join our dynamic team at **Rocket Mortgage** and take your career to new heights.

At Rocket Mortgage, we’re not just a company, we’re a community of passionate professionals dedicated to making homeownership dreams a reality. As a Mortgage Loan Officer, you’ll play a crucial role in guiding clients through the mortgage process. Whether they’re purchasing a home or refinancing, you’ll be there every step of the way. Come be a part of something bigger!

**Responsibilities:**

+ **Promote** the significant advantages of working with Rocket Mortgage.

+ **Build** rapport with clients to ensure we are identifying the solution that meets their needs.

+ **Guide** clients in obtaining mortgages by answering their questions, collecting necessary documents, and verifying information.

+ **Advise** on the home buying or refinance process, providing exceptional client service along the way.

+ **Respond** to potential inquiries from company-generated prospects.

+ **Achieve** or exceed sales goals and objectives.

**Qualifications:**

+ **NMLS Licensed**

+ **Sales Aptitude** : Your ability to identify and pursue sales opportunities effectively will help you build a solid foundation.

+ **Dedication To Learning** : We’ll provide ongoing sales and industry training to help you succeed.

+ **Communication Skills** : Your ability to build rapport and trust with clients is key.

+ **Empathy** : A willingness and capacity to connect with your clients will set you apart.

+ **Adaptability** : Resiliency and an openness to adapting to industry changes are required.

**What You’ll Get:**

+ **Competitive Pay** : You’ll receive base pay PLUS uncapped sales incentive.

+ **Paid Training** : We’ll equip you with the knowledge and skills needed to excel.

+ **Licensing** : We’ll sponsor and pay for your federal and state licenses.

+ **Comprehensive Benefits** : From health to finances, we’ve got you covered starting day one.

**About Us**

Rocket Companies® is a Detroit-based company made up of businesses that provide simple, fast and trusted digital solutions for complex transactions. The name comes from our flagship business, now known as Rocket Mortgage®, which was founded in 1985. Today, we’re a publicly traded company involved in many different industries, including mortgages, fintech, real estate and more.

**Benefits And Perks**

Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We’ve got your back. Check out our full list of Benefits and Perks (https://www.myrocketcareer.com/working-here/benefits/) .

**Disclaimer**

This is an outline of the primary responsibilities of this position. As with everything in life, things change. The tasks and responsibilities can be changed, added to, removed, amended, deleted and modified at any time by the leadership group. We are proud equal opportunity employers and committed to providing an inclusive environment based on mutual respect for all candidates and team members.

Employment decisions, including hiring decisions, are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. We offer opportunities to all job seekers including individuals with disabilities and provide reasonable accommodation to qualified individuals with disabilities in accordance with state and federal law. If you need a reasonable accommodation to assist with your job search, application for employment, or interview, please visit our FAQ page at www.myrocketcareer.com/how-we-hire/faqs/ for details on how to contact our team.

The Company is an Equal Employment Opportunity employer, and does not discriminate in any hiring or employment practices. The Company provides reasonable accommodations to qualified individuals with disabilities in accordance with state and federal law. Applicants requiring reasonable accommodation in completing the application and/or participating in the employment application process should notify a representative of the Human Resources Team, The Pulse, at [email protected].

**Come join our amazing team! Must be able to work Pacific Standard business hours.**

The Mortgage Servicing Customer Advocate will be responsible for resolving and responding to escalated or complex customer complaints from various channels, including internal departments or executives, attorneys, regulators, political officials, and the Consumer Financial Protection Bureau. Assist in remediation efforts to prevent repeat complaints and reduce overall complaint volume. Perform all duties according to all company guidelines and applicable federal, state, and local regulations wherein the company operates. The target pay range for this position is $33.65-$40.87 an hour + Annual Bonus.

**What you'll do:**

+ Research, resolve and respond to complaints received by phone, mail, email, fax, social media and third-party agencies.

+ Interface with customers and customer representatives regarding escalated complaints; determine and communicate next steps.

+ Track and research customer complaints.

+ Provide clear, complete, timely and professional written responses to customer complaints.

+ Engage internal and external resources as needed to support complaint resolution.

+ Maintain accurate and complete records for documentation.

+ Partner with inside and outside litigation counsel and provide required documentation as needed.

**What you'll need:**

+ Excellent analytical, verbal, and written communication skills; ability to communicate across multiple business areas and management levels.

+ Outstanding attention to detail and strong organizational skills.

+ Proficient with Microsoft 365 (Word, Outlook, and Excel).

+ High school diploma required; Bachelor’s degree or equivalent work experience preferred.

+ **Must have three (3) to five (5) years’ related work experience in a legal, customer complaint environment and residential mortgage servicing experience required.**

+ **Must be able to work Pacific Standard business hours from 8:00am to 5:00pm.**

**Our Company:**

Carrington Mortgage Holdings is a holding company whose primary businesses include asset management, mortgages, real estate transactions and real estate logistics. Collectively, the businesses are vertically and horizontally integrated, and provide a broad range of real estate services encompassing nearly all aspects of single-family residential real estate transactions in the United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent philosophy, Carrington maintains the necessary infrastructure to ensure stability and maximize value during any market cycle. We hope you’ll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: www.carringtonhc.com .

**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 paid to help Carrington and Vylla grow.

+ 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.

We are an Equal Opportunity Employer

**Notice to all applicants: Carrington does not do interviews or make offers via text or chat.**

**\#Carrington**

**\#LI-GV1**

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.

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 Corporate Banking Relationship Manager to join our Metro Phoenix Team. Top candidates will be responsible for managing and growing a portfolio of corporate clients and provide tailored financial solutions to meet their needs. Top candidates will have extensive knowledge of the Phoenix market and surrounding communities with proven success attracting new business relationships while deepening our existing customer relationships.

This position focuses on identifying appropriate lending, Treasury Management, and Capital Markets opportunities, soliciting and developing all ty pes of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices.

Essential Functions:

+ Support the development and maintenance of profitable corporate banking relationships.

+ Proactively seek new corporate banking and capital markets opportunities, leveraging market intelligence and personal networks.

+ Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives.

+ Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses.

+ Minimize problem credit and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.

+ Make loan presentations and decision recommendations to senior lenders and/or loan committees.

+ Participates in the completion of transactions with the sales team.

+ Other duties as assigned.

Qualifications:

A four-year college degree in business, accounting, or finance is strongly preferred with 8+ years of direct commercial lending in C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required.

+ Local candidates highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities.

+ Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.

+ A demonstrated ability to develop and maintain major banking relationships in Arizona is strongly preferred.

+ Experience with Treasury Management, Investment Banking/Advisory, Debt and Capital Markets Sales and Trading for derivative products (Interest Rates, Commodities, and Foreign Exchange).

+ Direct experience with back office and accounting related items pertaining to deal transactions and derivative profit and loss is preferred.

+ Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently.

+ Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role.

+ Creative problem solving, negotiation and presentation skills.

+ This position is in-office and houses out of our Biltmore Corporate Center in Phoenix, AZ

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: 065429

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 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 Commercial Lending Relationship Manager to join our East Valley Team. Top candidates will have extensive knowledge of the East Valley and surrounding communities with proven success attracting new business relationships while deepening our existing customer relationships.

This position focuses on identifying appropriate lending opportunities, soliciting and developing all types of business activity, specializing in commercial loans, participating in the development and recommendation of overall commercial loan objectives, policies and practices.

Essential Functions:

+ Support the development and maintenance of profitable commercial banking relationships.

+ Establish, develop and maintain an aggressive prospect calling program to determine the scope of potential relationship opportunities and alignment with NBAZ core values and strategic objectives.

+ Interpret and implement commercial loan policies and contribute effectively to a sound and profitable loan portfolio with maximum income and minimum losses

+ Minimize problem credit and/or delinquencies by maintaining high credit standards, good documentation procedures and timely collection efforts.

+ Make loan presentations and decision recommendations to senior lenders and/or loan committees.

+ Participates in the completion of transactions with the sales team.

+ Other duties as assigned.

Qualifications:

A four-year college degree in business, accounting, or finance is strongly preferred with 2+ years of direct commercial lending in C&I, or other complex commercial lending. An equivalent combination of education and experience may meet qualifications. Knowledge of commercial loans, credit and/or related lending processes and procedures is required.

+ Local candidates are highly preferred. This role requires knowledge of local networks with expertise and pipelines in surrounding AZ communities.

+ Knowledge of commercial credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc.

+ A demonstrated ability to develop and maintain major banking relationships is strongly preferred.

+ Applies highly advanced technologies, scientific principles, theories, and concepts in decision-making and problem-solving activities.

+ Requires an in-depth knowledge of related fields and the ability to apply that information to the current role.

+ Detail oriented, ability to work under pressure, manage multiple priorities, meet deadlines, and work independently.

+ Excellent verbal, written, and interpersonal skills with strong financial and credit analysis skills are essential to this role.

+ Creative problem solving, negotiation and presentation skills.

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

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: 064552

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.

**_*You may be based from a remote home office location anywhere in or near TN or NC*_**

As an **Account & Relationship Management Executive** for Wolters Kluwer Health Learning Research & Practice, you will be responsible for building and maintaining effective long-term relationships and a high level of satisfaction with decision makers and influencers within an assigned group of customer accounts. You will develop and implement a comprehensive sales plan that includes new and existing sales strategies for large key accounts; maintain post-sales contact with large or strategic clients in order to facilitate a positive and productive long-term relationship; communicate with customers with regards to any account problems and discuss customer concerns and suggestions; focus efforts on product feedback, enhancement, upgrades, and development and report suggestions to and develop solutions with sales, order processing, and customer support team. Your focus will be on selling digital access to medical journals, books, databases, and other online tools to medical and academic institutions. You will be calling primarily on medical librarians, as well as CNO’s, CMO’s, CIO’s, Nurse Educators, faculty, Deans, and clinicians. You will both expand and grow the existing customer base through strong product knowledge, effectively understanding customer needs and adeptly positioning Ovid’s content and value proposition with our customers. You will be accountable for all revenue generating activity within the territory accounting for $10.0 M+ in annual revenue. You will report to the Manager, Account & Relationship Management – Health Learning Research & Practice.

**YOU WILL** **:**

+ Learn Ovid’s suite of products

+ Plan, organize, and implement sales strategy for the territory

+ Maintain existing customer base in territory

+ Prospect and develop new business within territory

+ Prepare proposals and provide information regarding terms of sales, and delivery dates, based on customer needs

+ Send accurate weekly forecast updates to Manager/Director of Sales

+ Travel within territory and meet required customer facing activity each month

+ Achieve sales objectives set forth for the territory

+ Participate in regional and/or national trade shows occasionally

+ Participate in company sales meetings annually

+ Maintain and update Salesforce.com with contacts, meetings, proposals, etc.

+ Learn internal (quote/accounting) systems

+ Communicate regularly with Inside Sales Representative (support) to ensure timely delivery of renewals and identify up-sell opportunities.

+ Have weekly calls with manager to discuss forecast and pipeline opportunities and perform other duties as assigned

**YOU HAVE:**

**Education:** Bachelor’s degree or equivalent relevant work experience; MBA/Master’s degree preferred

**Minimum Experience:**

3 or more years in comparable B2B sales or account management role including the following:

+ Ability to manage own territory/account and monitor resources accordingly

+ Developing and qualifying prospect lists

+ Forecasting and reporting on sales activity using a CRM tool

+ Collaborating with multiple internal and external stakeholders

+ Conducting product demonstrations live and via online meeting tools

+ Solid understanding of business, financials, products/services and the market, preferably with a reputation for providing a level of expert knowledge within your industry

+ History of consistent over-quota achievement in a highly competitive market

+ Excellent communication (both written & oral) and presentation skills

+ Proficiency with MS Office suite (Word, Excel, PowerPoint, Outlook) and Salesforce.com or other comparable CRM applications

+ Proficiency with virtual collaboration/presentation tools (MS Teams, Webex, etc.)

**Preferred Experience:**

+ Prior experience selling to clinical or academic institutions

+ Working knowledge of healthcare market

**Travel Requirements** :

+ Up to 50% travel within territory for customer visits, sales meetings and trade shows

The above statements are intended to describe the general nature and level of work performed by employees assigned to this job. They are not intended to be an exhaustive list of all duties, responsibilities, and qualifications as these may vary depending on location and line of business. The specific requirements may differ due to local or regional differences.

\#LI-Remote

EQUAL EMPLOYMENT OPPORTUNITY Wolters Kluwer U. S. Corporation and all of its subsidiaries, divisions and customer/business units is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Wells Fargo is seeking Senior Auditors to join our Consumer Lending Audit Team. Consumer Lending Audit Team provides coverage across Home Lending, Auto, Credit Cards, Personal Lending Group, Merchant Services, Consumer Lending Control, and Consumer Lending Shared Services.

**In this role, you will:**

+ Perform audit testing components of assigned audits within multiple segments of the Audit Plan

+ Plan and execute independent audit testing and ensure that they are timely and accurate

+ Identify and assess key risks and controls

+ Execute and document work in accordance with Wells Fargo Internal Audit policy

+ Identify and develop compensating controls that mitigate audit findings and make recommendations to management

+ Inform manager of situational issues that might compromise objectivity or independence

+ Design and execute tests to verify control effectiveness

+ Document work papers according to the standards of the Internal Audit policy and guidance

+ Demonstrate professional skepticism while performing major components of audits

+ Lead smaller scale audits or projects

+ Develop ways to improve existing audit practices

+ Develop effective test plans for engagements as assigned with limited guidance

+ Participate in projects as directed

+ Develop business partnerships within Internal Audit and with teams companywide through professional communication and clear audit deliverables

**Required Qualifications, US:**

+ 4+ years of Audit, Risk experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

**Desired Qualifications:**

+ Experience at a large financial institution or Big 4 accounting firm

+ A BS/BA degree or higher

+ Solid knowledge and understanding of audit methodologies and audit supporting tools

+ Certification in one or more of the following: CPA, CAMS, CRCM, CIA, CISA or Commissioned Bank Examiner designation

+ Excellent verbal, written, and interpersonal communication skills

+ Knowledge and experience with consumer lending processes, risks and controls; in particular home, auto and credit card lending

**Job Expectations:**

+ Ability to travel up to 10% of the time

**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 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:**

11 Oct 2024

*** 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 .

**Drug and Alcohol Policy**

Wells Fargo maintains a drug free workplace. Please see our 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.

**Company:** WELLS FARGO BANK

**Req Number:** R-391223-2

**Updated:** Sat Oct 05 02:41:13 UTC 2024

**Location:** CHANDLER,Arizona

Client Relationship Manager - SA08AE

We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals – and to help others accomplish theirs, too. Join our team as we help shape the future.

The Group Benefits team at The Hartford is actively seeking a highly motivated individual to join our team and contribute to our commitment to excellent customer service.

Here, doing things the way they’ve always been done isn’t a part of the job. Here, you’ll be putting your creative insights to work with other underwriters and leaders, having a seat at the table with key decision makers. And you’ll have any number of opportunities for your career to grow in whatever direction you choose.

Presale/Add Issue Submissions:

+ Partners with Regional Account Executive and Underwriting on plan design and rate negotiations for Add Issue business in Group Benefits

+ Actively supports pre-sale / finalist activities in conjunction with internal business partners. This includes occasional travel to participate in finalist meetings, typically on short notice.

Implementation:

+ Partners with Implementation Team and Regional Account Executive on data gathering process, including attending calls.

+ Partners with Implementation Team to set appropriate expectations with clients and brokers about standard contract provisions and potential exceptions.

+ Effectively communicates guidelines and expectations for Account Administration.

+ Partner with Voluntary Support Team for any voluntary activities.

+ Conducts Welcome Call.

+ Provide Plan Administration review to Employers including, but not limited to portability/conversion, continuation provisions, instructions for calculating premium and premium remittance etc.

Ongoing Service:

+ Sets appropriate expectations with clients and brokers about standard contract provisions and potential exceptions. Effectively communicates guidelines and expectations for Account Administration.

+ Effective Customer Service Administration / Issue resolution (liaison with underwriting, claims, billing, etc.). Coordinates the day-to-day service and administrative requirements by effectively assessing customer concerns.

+ Effective Pro-Active Customer / Broker Interface. Effectively plans for and schedules meetings with clients with a specific pro-active agenda. Annual Stewardship meeting with Customer .

+ Promotes Value Added Services and new products, services, and offerings. Ensures contract features and benefits meet client's ongoing needs and administrative procedures.

+ Face to Face client meetings required .

+ Makes recommendations for change where appropriate. Keeps abreast of client's changing benefits/HR needs/corporate landscape (mergers & acquisitions).

+ Identifies and coordinates annual enrollment activity/communication requirements. Actively supports Book of Business growth objectives.

+ Responsible for managing a defined book of business consisting of Regional Account (500-4,999 lives) customers. This includes stewardship meetings with customers based on each customer’s preference and needs.

+ Collaboration with internal business partners to address customer needs.

+ Drives the renewal process in collaboration with the Regional Account Executive and the Underwriter, engaging other business partners as appropriate.

+ Primary liaison between customer, producer, underwriter, voluntary sales manager, and internal business partners to ensure customer needs are addressed, bringing in the right resources at the right time.

+ Partner with Voluntary Support Team for any voluntary activities

+ Maintains all areas of the customer specific records in the appropriate systems.

+ Maintains all appropriate case correspondence and relevant account management information, per the Document Management guidelines.

+ Understand and effectively communicate basic underwriting principles, claims experience and pricing justifications to Producers and Customers

+ Attends and participates in all mandatory training, meetings, etc.

Qualifications:

+ Minimum 2 years of Disability and Life Group Benefits experience required, emphasis on account management is preferred.

+ 4-year college degree preferred or equivalent work experience.

+ As a condition of your employment, you must obtain and maintain the Group Life & Health license.

+ Must complete ongoing Continuing Education requirements in a timely manner to maintain license(s).

+ Ability to facilitate meetings and/or present to groups of varying sizes.

+ Proficient in MS Office, including Outlook, Word, Excel, & PowerPoint

+ Excellent verbal and written communication skills. Will include presentations to Customers.

+ Highly organized, detail oriented and able to manage multiple priorities at once.

+ Ability to build rapport and develop/maintain strong relationships with internal/external partners.

+ Ability to work independently.

+ Some travel is required.

+ Must reside in the Denver, Colorado area to be considered.

This role can have a Hybrid or Remote work arrangement. Candidates who live near one of our offices will have the expectation of working in an office 3 days a week (Tuesday through Thursday). Candidates who do not live near an office will have a remote work arrangement, with the expectation of coming into an office as business needs arise.

For full-time, occasional, part-time, or remote positions: (1) high speed broadband internet service is required, we do not recommend or support DSL, wireless, MiFi, Hotspots, Fiber without a modem and Satellite; (2) Internet provider supplied modem/router/gateway is hardwired to the Hartford issued computer with an ethernet cable; and (3) minimum upload/download speeds of 5Mbps/30Mbps will be required. To confirm whether your Internet system has sufficient speeds, please visit http://www.speedtest.net from your personal computer.

Compensation

The listed annualized base pay range is primarily based on analysis of similar positions in the external market. Actual base pay could vary and may be above or below the listed range based on factors including but not limited to performance, proficiency and demonstration of competencies required for the role. The base pay is just one component of The Hartford’s total compensation package for employees. Other rewards may include short-term or annual bonuses, long-term incentives, and on-the-spot recognition. The annualized base pay range for this role is:

$74,400 - $111,600

Equal Opportunity Employer/Females/Minorities/Veterans/Disability/Sexual Orientation/Gender Identity or Expression/Religion/Age

About Us (https://www.thehartford.com/about-us) | Culture & Employee Insights (https://www.thehartford.com/careers/employee-stories) | Diversity, Equity and Inclusion (https://www.thehartford.com/about-us/corporate-diversity) | Benefits (https://www.thehartford.com/careers/benefits)

Human achievement is at the heart of what we do.

We believe that with the right encouragement and support, people are capable of achieving amazing things.

We put our belief into action by ensuring individuals and businesses are well protected, and by going even further – making an impact in ways that go beyond an insurance policy.

Nearly 19,000 employees use their unique talents in careers that span a variety of disciplines – from developing the latest technology to creating and promoting our products to evaluating future financial risks.

We’re also committed to programs that drive education and support volunteerism, which put human beings first. We do it because it’s the right thing to do, and because when our customers, communities and employees succeed, we all do.

About Us (https://www.thehartford.com/about-us)

Culture & Employee Insights

Diversity, Equity and Inclusion (https://www.thehartford.com/about-us/corporate-diversity)

Benefits

Legal Notice (https://www.thehartford.com/legal-notice)

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