Loan Officers

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.

WFCA provides a comprehensive suite of products and services to serve the diverse financial needs of local and national auto dealers. Financing solutions provided by Wells Fargo Commercial Auto include floor plan financing and financing for acquisitions, commercial real estate, and working capital. WFCA also provides a wide range of Commercial Banking products and services, including deposit and Treasury Management products and services.

WFCA is organized into 4 divisions: 3 regional teams that service regionally-based Middle Market to Mid-Corporate-sized auto dealership groups, and a national accounts team that services Mid-Corporate to Corporate Banking-sized companies operating in the retail automotive space. This position is for the West regional team.

**About this role:**

Wells Fargo is seeking an experienced credit analysts to join the credit risk team of Wells Fargo Commercial Auto (WFCA) to support senior Portfolio Managers by providing research, analysis, and underwriting on extensions of direct and indirect credit exposure.

The credit risk team is part of the client-facing front line team responsible for underwriting credit transactions and modifications to existing loans; monitoring existing relationships for adherence to credit and regulatory policies, regulations, and procedures; negotiating loan terms and legal documents; and ongoing monitoring of the loan portfolio.

General responsibilities in this role include working with senior Portfolio Managers (PMs), Relationship Managers (RMs), and Independent Risk Management (IRM) as well as other internal and external partners to originate, monitor, and grow relationships. #commercialbanking

**In this role, you will:**

+ Research complex financial, company, and credit information for commercial businesses according to business unit standards.

+ Assist with credit analysis, industry and business risk analysis, financial modeling and projections, and loan documentation review in support of loan structuring decisions and determining creditworthiness for Middle Market to Corporate-sized auto dealership groups.

+ Assist with collateral analysis including review of real estate due diligence and adherence with related internal policies and external regulations.

+ Perform assigned credit risk activities under the guidance of senior Portfolio Managers including underwriting and origination, loan renewals, annual reviews, and portfolio monitoring.

+ Assist with coordinating deal team activity in support of credit approval process.

+ Exercise independent judgement while developing understanding of function, policies, procedures, and compliance requirements.

+ Collaborate and consult with internal and external stakeholders to understand credit needs and represent the bank in developing and maintaining client relationships.

+ Participate in meetings with customer/prospects along with senior Portfolio Manager and/or Relationship Manager to gather and analyze information relating to credit requests.

**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:**

+ Commercial auto underwriting experience and/or familiarity with auto finance industry.

+ 3+ years of commercial banking experience.

+ Knowledge and understanding of underwriting or evaluating commercial credit

+ Knowledge and understanding of financial analysis, statements and accounting concepts

+ Strong analytical skills with high attention to detail and accuracy

+ Strong verbal, written, and interpersonal communication skills

+ Ability to present to decision makers and customers in a professional and confident manner

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

+ A BS/BA degree or higher

**Job Expectations:**

+ Ability to travel up to 5% of the time

+ This position offers a hybrid work schedule with 4 days in the office at one of the stated locations

+ No Visa Sponsorship available for this position

**Job Locations:**

+ 4141 Inland Empire Blvd. Ontario, CA

+ 1150 W Washington St., Tempe, AZ

Salary to be determined by the location of the job

**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:**

13 Jun 2025

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

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

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.

**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-464205

**About this role:**

Wells Fargo is seeking a Commercial Banking Portfolio Manager supporting Small Business Administration (SBA) as part of the Commercial Bank. Learn more about the career areas and business divisions at wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) .

**In this role, you will:**

+ Participate in performing financial research, underwriting, and structuring of small business loan requests 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 and lead 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:**

+ Experience with complex credit, underwriting, and debt structure within the small business administration (SBA)segment

+ Familiarity with SBA eligibility requirements and standards of practice

+ Completion of a formal credit training program

+ Comprehensive knowledge and understanding of core banking products and services, such as commercial lending and treasury management

+ Experience in swiftly adopting and executing change management to enable business growth

+ Experience developing and maintaining external and internal partnerships

+ Experience identifyingand mitigating risk, ensuring compliance with processes and procedures

+ Excellent verbal, written, and interpersonal communication skills

+ Bachelor’s degree in accounting, finance, or business

**Job Expectations:**

+ This position is not eligible for Visa sponsorship

+ Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

**Posting End Date:**

13 Jun 2025

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

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

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 Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

**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-464014

**Position Overview**

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) Relationship Manager II - C&IB within PNC's Commercial Banking organization, you will be based in Phoenix, AZ.

This position is primarily based in a PNC location. Responsibilities require time in the office or in the field on a regular basis. Some responsibilities may be performed remotely, at manager’s discretion.

Commercial Banking provides financial services, both in and out of PNC's branch footprint, to companies with sales from $5 million to $50 million. You will be a trusted advisor within a fast-paced, ever-changing environment. Your ability to identify and cultivate relationships will support building networks within the marketplace. You will serve as a strategic partner to clients by adding value and providing best-in-class products and business solutions. Your dedication to growing your portfolio through new and innovative approaches, while embracing continuous opportunities for improvement, will support you and your team's success. In addition, utilizing technology platforms to prospect, network and communicate will differentiate you from other bankers within the industry.

**Job Description**

+ Coordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goals. Typically works with clients with moderate levels of risk and complexity of needs. Generally works with a moderate degree of supervision.

+ Works within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.

+ Manages risk/return and drives quality for new and/or existing clients. Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.

+ Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyalty.

+ Manages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and services. Leverages reporting and sales tools to proactively identify and successfully convert sales opportunities.

+ As defined with the business, demonstrates ability to analyze, evaluate and mitigate credit risk for more complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:

+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.

+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.

**Qualifications**

Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.

**Preferred Skills**

Book Of Business, Client Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities

**Competencies**

Business Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech Savvy

**Work Experience**

Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

**Education**

Bachelors

**Certifications**

No Required Certification(s)

**Licenses**

No Required License(s)

**Benefits**

PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (http://yourpnctotalrewards.com) .

**Disability Accommodations Statement**

If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

**Equal Employment Opportunity (EEO)**

PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.

**California Residents**

Refer to the California Consumer Privacy Act Privacy Notice (https://content.pncmc.com/live/pnc/aboutus/HR/Onboarding/PNC\_CCPA\_Privacy\_Disclosure\_Employee.pdf) to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

**Ab** ​ **out this role:**

Wells Fargo is seeking a Senior Commercial Banking Portfolio Manager in Middle Market Banking as part of the credit management team. This key position is responsible for credit portfolio management to meet the long-term financial objectives and risk tolerance for commercial banking clients and 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 highly complex private banking as well as consumer and mortgage 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 and lead 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:**

+ 4+ 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:**

+ Previous experience underwriting C&I (commercial and industrial), and IRE (investor real estate) complex credit

+ Experience completing commercial annual loan renewals and reviews

+ Experience negotiating interest rates, price, terms, and collateral requirements

+ Knowledge and understanding of commercial and specialty group banking products and services

+ Solid knowledge and understanding of credit policy, loan servicing, risk management, and group underwriting requirements

+ Previous experience using Blast or Creditview

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

**Job Expectations:**

+ Position can report to any of the posted locations

+ Ability to travel up to 10% of the time

@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.

$96,600.00 - $206,100.00

**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:**

13 Jun 2025

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

**We Value Equal Opportunity**

Wells Fargo 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, status as a protected veteran, or any other legally protected characteristic.

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.

**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-456992

**Why USAA?**

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

**The Opportunity**

As a dedicated Portfolio Manager, you will be responsible for supporting Company or Staff Agency or LOB portfolios and ensures compliance with applicable policies, procedures, standards, controls, and regulations. You will partner with executive sponsors, business owners and additional team members to ensure alignment to strategic objectives and effective prioritization, planning, budgeting, delivery, and benefits realization of work efforts. You will support broader USAA portfolio management, supports technology investment planning, and coordinate with program managers on budget inputs and updates.

This position can work remotely in the continental U.S. with occasional business travel.

Relocation assistance is **not** available for this position.

**What you'll do:**

+ Monitor, govern and is accountable for low to moderately complex CoSA or LOB portfolios.

+ Complete governance routines per the Enterprise Program Management Office (EPMO) Policy, Standards and Procedures.

+ Monitor a portfolio on an ongoing basis, to resolve issues and disseminate information to partners.

+ Facilitate the identification, management, and resolution of systemic cross-work risks / issues and interdependency conflicts for work effort(s) / program deliverables and informs portfolio team and partners as needed.

+ Uses analytics to research and identify financial management risks and recommends solutions to address opportunities; may raise to their respective Portfolio Management Office (PMO) or leadership team as needed.

+ Monitor for stale work efforts and need for resolution, including termination proposal if applicable.

+ Support development and execution of CoSA planning in partnership with Enterprise Integrated Planning (EIP) and their respective PMO.

+ Monitor and makes prioritization recommendations to their senior leadership and their respective PMO to ensure portfolio alignment and delivery against strategic priorities as needed.

+ Communicate portfolio statuses and changes regularly with executive sponsors, program sponsors, business owners, and additional partners.

+ Review health and performance of portfolio regularly, monitors portfolio success via recognized methodologies, and identifies performance improvement opportunities, providing updates to leader and team members.

+ Drive the adoption and sustainment of changes within the organization in compliance with USAA’s Change Management methodology.

+ Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.​

**What you have:**

+ Bachelor’s degree: OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.

+ Minimum 6 years' dynamic project, program, or portfolio management experience to include operational improvement and/or consulting for large strategic efforts.

+ Proficient understanding of project, program, and portfolio management principles.

+ Working knowledge in the full lifecycle experience managing strategic and operational work efforts.

+ Experience with portfolio management and execution experience delivering complex work efforts working with Waterfall and Agile methodologies.

+ Currently possess at least one of the following: Certified Project Manager (CPM), Lean Portfolio Management Certification, Project Management Professional (PMP), or gains one within 6 months of placement.

+ Proficient experience in USAA’s change management methodology or similar industry change management methodology.

**What sets you apart:**

+ **Cost-Benefit Analysis (CBA):** Proficiency in assessing business case scope and documenting CBAs; experience measuring CBA-defined outcomes

+ **Financial Planning & Forecasting:** Understanding of monthly and yearly financial planning cycles

+ **Communication & Collaboration:** Effective communicator capable of influencing and building partnerships across peer teams

+ **Proficient in visual storytelling** (Tableau, PowerPoint, Visio)

+ **Data Analysis:** Ability to perform complex data analysis independently. Advanced Excel skills (formulas, tables, pivot tables).

+ **Project Management:** Experience with project management methodologies and portfolio management systems (e.g., Clarity). Strong understanding of Agile methodology.

+ **Governance & Risk:** Awareness of governance routines and change management risk routines.

**Salary:** The salary range for this position is: $114,080.00 - $218,030.00 **.**

**USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).**

USAA will consider qualified applicants with a criminal history pursuant to the **San Diego County** Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the San Diego County Office of Labor Standards and Enforcement webpage.

USAA will consider qualified applicants with a criminal history pursuant to the L **os Angeles County** Fair Chance Ordinance and the California Fair Chance Act. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. After making a conditional offer and running a background check, if USAA is concerned about a conviction(s) that is directly related to the job, you will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report. Find out more about the Fair Chance Ordinance by visiting the Los Angeles County Office of Labor Standards and Enforcement website.

**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.

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

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.

**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, 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.

Middle Market Relationship Manager

Commercial Banking

Scottsdale,
Arizona

**Description**

**About Us:**

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

**About the Role:**

Serves as the key banking relationship manager for assigned middle market Native American banking relationships. Accountable for prospecting new Native American banking opportunities and working with Client Solution Managers to deepen client relationships. Maintains a "trusted advisor" role, engaging in dialogue with client contacts to assess holistic banking needs and to provide customized banking insights and solutions. Drives financial performance through profitable revenue and growth and quality credit. Prior experience working with Tribes is a prerequisite for this position.

+ Serves as the trusted advisor to clients, functions as the Native American banking “expert” and the go-to-person providing differentiating consult, ideas, and options for the largest and most complex clients. Champions and leads business development efforts by developing a clear and holistic understanding of the client’s or prospect’s business and industry. Performs client reviews to ensure the bank provides relevant solutions as clients grow and adapt.

+ Develops and maximizes established referral network. Proactively prospects for new clients and identifies ways to expand existing relationships in collaboration with Client Solutions Manager and internal partners. Identifies opportunities and partners to structure, coordinate and sponsor credit and non-credit solutions.

+ In partnership with the Client Solutions Manager, assembles and leads cross-functional team to quickly respond to customer request and identified needs. Utilizes team of experts to creatively present the full breadth of the bank.

+ Maintains active prospecting effort, including identification, qualification and calling. Consistently balances prospecting efforts and quality client maintenance responsibilities.

+ Makes decisions on loans and terms within established lending limits. Analyzes credit to determine the ability of customers and prospective customers to qualify for ensuing borrowing requirements.

+ Follows-up on current loans to ensure compliance with internal procedures and other required terms.

+ Studies middle market industrial, economic and financial situations relating to new or existing business as part of prudent business development and portfolio management disciplines.

+ Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

+ Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

+ Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

+ May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

+ Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.

+ Takes personal initiative and is a positive example for others to emulate.

+ Embraces our vision to become “Business Bank of Choice”.

+ May perform other duties as assigned.

**About You:**

+ Bachelor’s Degree: in Business, finance, related field (or equivalent experience)

+ Master’s Degree - Business Administration (MBA), or related field of study

+ More than 10 years of relevant Tribal banking experience and proven track record of exceeding performance in developing business. - Required

+ 4-7 years of high-performance experience serving commercial clients with $25MM+ annual revenue. – Required

+ Proven track record of success in developing new business, growing market share and establishing/growing a quality supportive network.

+ Experience working in relationship management teams with a proven understanding of the importance of balancing business development and asset quality. Proven ability to constructively work within (lead) a team in effort to deliver holistic, customized banking relationships.

+ Expert credit acumen (accounting, financial statement, understanding business and understanding of operational cash flow) with the ability to support the most complex deals. Working knowledge of the bank’s systems and policies applicable to underwriting and portfolio management

+ Thorough knowledge of bank’s risk-rating system, credit products and underwriting policies. Exceptional working knowledge with structuring credit products to middle market business in diverse industries with complex ownership structures.

+ Excellent relationship management and business development abilities, analytical and problem-solving skills, sales skills, and credit and credit quality skills.

+ Confirmed superior client relationship and internal partnering skills. Ability to work effectively with individuals and groups across the company to manage customer relationships.

+ Demonstrates excellent written and verbal communication and presentation skills

+ Possesses strong computer skills including use of the Microsoft Office suite with the ability to learn new business software, as needed.

+ Ability to train and present to small and large audiences.

+ Superior technical credit expertise. Readily mentors others to grow their skillsets in this space.

+ Ability to negotiate/collaborate with Senior Credit Officers on credit terms and structures.

+ Superior technical credit expertise. Readily mentors others to grow their skillsets in this space.

+ Experience with syndications, asset-based lending, capital structure finance, leveraged lending, enterprise value lending, and trade finance.

+ Experience with underwriting and/or managing Shared National Credits (SNC).

+ Travel - Frequent.

**Job Location(s): Ability to work fully onsite at posted location(s).**

8501 N Scottsdale Rd Suite 190 Scottsdale AZ 85253

Fully onsite

**Our Benefits:**

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $103,000.00 to $190,000.00, and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

**Our Commitment to Diversity:**

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: ****

**To Staffing and Recruiting Agencies:**

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

**Intro**

Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you’ll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you’ll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!

**Why you'll love this job**

​This job is within the American Airlines Credit Union. The role is responsible for building member-relationships for the long term by matching member-needs to American Airlines Credit Union products, services and lending solutions.

**What you'll do**

+ ​Process new loan applications, which includes interviewing the member, analyzing credit reports and documentation and offering the best product to meet member needs

+ Exercise lending authority to correctly handle all loan requests, including but not limited to consumer loans

+ Create and promote positive name recognition for the Credit Union

+ Support or speak publicly at special Credit Union events

+ Work with branch/department managers and staff to identify and leverage cross-selling opportunities

+ Research member inquiries and provide solutions as required in a timely manner

+ Maintain awareness of all branch functions and duties to ensure proper support and coverage is provided at all times

+ Implement and enforce internal control and security measures in accordance with Credit Union policies and government regulations

+ Foster a culture that promotes teamwork, service excellence and relationship building

+ Handle responsibilities of a Member Services Representative as needed

+ Perform Notary Services as required

+ Travel to various branch locations nationally to provide coverage

+ May work a rotating Saturday schedule depending on job location

+ Perform other duties as assigned

+ The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act.

**All you'll need for success**

**Minimum Qualifications- Education & Prior Job Experience**

+ ​High school diploma or GED

+ Must be able to work in-person at assigned branch location

+ Must have strong working background in a financial institution and relevant consumer loan processing or underwriting experience within the last twelve months

+ Job level to be determined by the candidate's skills, qualifications and experience

**Preferred Qualifications- Education & Prior Job Experience**

+ Bachelor's degree in Business, Finance, related area, or equivalent financial services experience, or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions

+ Lending and sales-culture envronment experience

**Skills, Licenses & Certifications**

+ ​Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software

+ Must fulfill FAA criminal background checks to qualify for unescorted access privileges to airport security identification display areas (SIDA), if applicable

+ Ability to exercise excellent member service skills

+ Ability to perform in a sales-culture environment with a desire to cross sell Credit Union products and services

+ Ability to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team

+ Ability to interact professionally with all employees and members

+ Ability to speak, read, and write in English is required; Spanish is a plus

+ Ability to work independently and with minimal supervision

+ Ability to perform basic math calculations and analyze data

+ Ability to self-motivate with strong organization skills and capacity for attention to detail

+ Ability to effectively prioritize work and meet deadlines

+ Ability to sit and/or stand for extended periods of time

+ Ability to work varying schedules, including evenings and weekends

+ Ability to travel overnight

+ Ability to maintain satisfactory performance and attendance

+ Ability to pass applicable American Airlines and Credit Union pre-hire compliance checks.

**What you'll get**

Feel free to take advantage of all that American Airlines has to offer:

+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.

+ Health Benefits: On day one, you’ll have access to your health, dental, prescription and vision benefits to help you stay well. And that’s just the start, we also offer virtual doctor visits, flexible spending accounts and more.

+ Wellness Programs: We want you to be the best version of yourself – that’s why our wellness programs provide you with all the right tools, resources and support you need.

+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.

+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more

**Feel free to be yourself at American**

From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.

Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life’s journey? Feel free to be yourself at American.

EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY

American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.

*LOAN OFFICER ASSISTANT - ENTERPRISE*

WHAT IS THE OPPORTUNITY?

Provide support to multiple Residential Loan Officers to facilitate the timely review and submission of completed mortgage loan application packages, including supporting documentation required to process loan requests or modification requests. Support the Loan Officer in loan preparation and coordination with the operation teams to obtain/transmit necessary documentation and condition requests. Track and update the Loan Officer on loan and pipeline status.

WHAT WILL YOU DO?

* Assists the Loan Officer with new loan application by entering information into loan operating system, collecting supporting documentation, pulling property profile, ordering appraisals in a rush scenario, preparing lock forms and any other administrative responsibilities related to the preparation of a mortgage application.

* Managing all loan related documents in a share drive or other repository for such documents.

* Manage reporting to track needs by loan and the Loan Officer.

* Assists the Loan Officer in submitting conditions, monitoring expiration date on credit commitments and locks.

* Prepares modification paperwork for review by the Loan Officer.

* Contacts borrowers directly for additional information related to loan requests including documentation require to meet conditions necessary to complete the successful closing of the loan.

* Marketing and sales activities including distribution of collateral, "farming" and follow up on external leads.

* Assists the Loan Officer with prequalification documentation.

* Provide ongoing support for compliance with all applicable laws, regulations and administrative duties.

* Answers calls from borrowers, escrow, title, agents etc. regarding status and general questions throughout the process of the loan.

* Maintains a proactive commitment to established Bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Equal Employment Opportunity.

WHAT DO YOU NEED TO SUCCEED?

*Required Qualifications**

* H.S. Diploma

* Minimum 2 years residential loan originations or processing experience in a mortgage banking company.

* Minimum 2 years of experience with state and federal lending regulations (e.g. Respa, Reg Z, Ecoa, State Fair Lending) required.

* SAFE Act Registration. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act.

*Additional Qualifications*

* Excellent verbal and written communication skills. Must have good analytical skills and the ability to pay close attention to detail.

* Utilizes independent judgment under general supervision.

* May interact with clients, and occasionally with vendors and other outside lending institutions to obtain information and/or request documents.

* Considerable knowledge of the job and the practical application to problems and situations ordinarily encountered.

* Knowledge of general banking operations sufficient to understand the loan function and a basic knowledge of Federal and State loan documentation regulations required (i.e., Respa, Reg Z, Reg B, Ecoa, state fair lending, etc.).

*WHAT'S IN IT FOR YOU?*

*Compensation*

Starting base salary: $50,000 - $60,000 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions

*Benefits and Perks*

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

* Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date

* Generous 401(k) company matching contribution

* Career Development through Tuition Reimbursement and other internal upskilling and training resources

* Valued Time Away benefits including vacation, sick and volunteer time

* Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs

* Career Mobility support from a dedicated recruitment team

* Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our (https://careers.cnb.com/benefits).

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at (https://www.cnb.com/about-us.html).

*INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT*

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

+ Branch managers build the foundation of the Coldwell Banker network, the nation’s No. 1 residential real estate brokerage for 21 years.

+ As a branch manager, you will have the opportunity to lead and run Coldwell Banker’s local brokerage office. You are responsible for everything from recruiting and developing the real estate agents of the future to driving revenue, backed by the latest technology.

+ Branch managers are passionate about growth, personally and expertly. They grow their careers by drawing on their experience and expertise to attract new associates and develop existing associates, helping them succeed and generate new revenue.

+ Branch managers are recognized for their leadership, both inside and outside the office. They establish a culture of growth among associates by living the Coldwell Banker Value Proposition – Production Power, Culture of Awesomeness, Wealth Building and Coaching to Confidence. They are the face of Coldwell Banker in the community, actively participating and leading local events, establishing a network of contacts to further grow the business.

**Branch Manager Attributes:**

+ **Inspiring motivator:** Attracts associates and leads teams to success by demonstrating a high energy level, creating a growing residential real estate office driven by a culture of awesomeness.

+ **Strong communicator:** Artfully articulates Coldwell Banker’s and the local office’s value proposition to attract and retain new and current agents.

+ **Successful manager:** Optimally runs branch’s operations: hires, develops and rewards top talent; establishes and supervise office expenses and budgets; handles profit and loss to achieve annual profitability targets.

+ **Teammate:** Sees the big picture, understanding, aligning with and carrying out the company’s strategy to drive growth. Partner with other managers and team to find way to increase market share, grow business metrics and expand brand recognition.

+ **Growth driver:** Ensures that associates have the tools they need and are trained to use them. Endorses and encourages preferred services, such as mortgage, title and home warranty.

+ **Ethical leader:** Demonstrates integrity to ensure strong reputation in the community; ensures that local transactions meet legal and compliance requirements.

**Your Qualifications:**

+ **Experienced in all aspects of residential real estate transactions** with 3-5 years of sales experience; knowledge of real estate laws, contracts and procedures; hold active local real estate or broker’s license.

+ **Proven management success,** including recruiting, training and encouraging incredible teams.

+ **Self-motivated and ambitious,** aware of current technology and willing to seek out and accept new and emerging technology to drive growth!

+ **Contagious passion,** a hard-working desire to grow your career while attracting and encouraging associates eager to do the same.

+ **Influential communicator,** with strong interpersonal, written and verbal skills!

+ **Technology proficiency,** including knowledge of Microsoft Office, internet and media sites.

Coldwell Banker® (https://www.coldwellbanker.com/) is one of the world’s leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc.

Anywhere Real Estate Inc. (http://www.anywhere.re/) **(NYSE: HOUS) is moving real estate to what's next.** Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate (https://www.bhgre.com/) , Century 21® (https://www.century21.com/) , Coldwell Banker® (https://www.coldwellbanker.com/) , Coldwell Banker Commercial® (https://www.cbcworldwide.com/) , Corcoran® (https://www.corcoran.com/) , ERA® (https://www.era.com/) , and Sotheby's International Realty® (https://www.sothebysrealty.com/eng) , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.

**At Anywhere, we are empowering everyone’s next move – your career included.** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent** – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture,** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (https://anywhere.re/wp-content/uploads/2025/03/2024-Impact-Report.pdf) .

We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:

+ Great Place to Work

+ Forbes World's Best Employers

+ Newsweek World's Most Trustworthy Companies

+ Ethisphere World's Most Ethical Companies

EEO Statement: EOE including disability/veteran

**Intro**

Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you’ll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you’ll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board!

**Why you'll love this job**

​This job is within the American Airlines Credit Union. The role is responsible for building member-relationships for the long term by matching member-needs to American Airlines Credit Union products, services and lending solutions.

**What you'll do**

+ ​Process new loan applications, which includes interviewing the member, analyzing credit reports and documentation and offering the best product to meet member needs

+ Exercise lending authority to correctly handle all loan requests, including but not limited to consumer loans

+ Create and promote positive name recognition for the Credit Union

+ Support or speak publicly at special Credit Union events

+ Work with branch/department managers and staff to identify and leverage cross-selling opportunities

+ Research member inquiries and provide solutions as required in a timely manner

+ Maintain awareness of all branch functions and duties to ensure proper support and coverage is provided at all times

+ Implement and enforce internal control and security measures in accordance with Credit Union policies and government regulations

+ Foster a culture that promotes teamwork, service excellence and relationship building

+ Handle responsibilities of a Member Services Representative as needed

+ Perform Notary Services as required

+ Travel to various branch locations nationally to provide coverage

+ May work a rotating Saturday schedule depending on job location

+ Perform other duties as assigned

+ The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act.

**All you'll need for success**

**Minimum Qualifications- Education & Prior Job Experience**

+ ​High school diploma or GED

+ Must be able to work in-person at assigned branch location

+ Must have strong working background in a financial institution and relevant consumer loan processing or underwriting experience within the last twelve months

+ Job level to be determined by the candidate's skills, qualifications and experience

**Preferred Qualifications- Education & Prior Job Experience**

+ Bachelor's degree in Business, Finance, related area, or equivalent financial services experience, or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions

+ Lending and sales-culture envronment experience

**Skills, Licenses & Certifications**

+ ​Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software

+ Must fulfill FAA criminal background checks to qualify for unescorted access privileges to airport security identification display areas (SIDA), if applicable

+ Ability to exercise excellent member service skills

+ Ability to perform in a sales-culture environment with a desire to cross sell Credit Union products and services

+ Ability to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team

+ Ability to interact professionally with all employees and members

+ Ability to speak, read, and write in English is required; Spanish is a plus

+ Ability to work independently and with minimal supervision

+ Ability to perform basic math calculations and analyze data

+ Ability to self-motivate with strong organization skills and capacity for attention to detail

+ Ability to effectively prioritize work and meet deadlines

+ Ability to sit and/or stand for extended periods of time

+ Ability to work varying schedules, including evenings and weekends

+ Ability to travel overnight

+ Ability to maintain satisfactory performance and attendance

+ Ability to pass applicable American Airlines and Credit Union pre-hire compliance checks.

**What you'll get**

Feel free to take advantage of all that American Airlines has to offer:

+ Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network.

+ Health Benefits: On day one, you’ll have access to your health, dental, prescription and vision benefits to help you stay well. And that’s just the start, we also offer virtual doctor visits, flexible spending accounts and more.

+ Wellness Programs: We want you to be the best version of yourself – that’s why our wellness programs provide you with all the right tools, resources and support you need.

+ 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year.

+ Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more

**Feel free to be yourself at American**

From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world.

Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life’s journey? Feel free to be yourself at American.

EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY

American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.