Financial Services

Loan Officers

Evaluate, authorize, or recommend approval of commercial, real estate, or credit loans.

A Day In The Life

Financial Services Industry

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Salary Breakdown

Loan Officers

Average

$62,730

ANNUAL

$30.16

HOURLY

Entry Level

$29,050

ANNUAL

$13.97

HOURLY

Mid Level

$52,530

ANNUAL

$25.26

HOURLY

Expert Level

$101,380

ANNUAL

$48.74

HOURLY


Current Available & Projected Jobs

Loan Officers

119

Current Available Jobs

12,300

Projected job openings through 2030


Sample Career Roadmap

Loan Officers

Job Titles

Entry Level

JOB TITLE

Junior Loan Processor/Assistant

Mid Level

JOB TITLE

Processor/Officer

Expert Level

JOB TITLE

Senior/Chief Lending Officer

Supporting Programs

Loan Officers

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 Bachelor's Degree  

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 Master's Degree  

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 Bachelor's Degree  

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 Master's Degree  

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 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

Grand Canyon University
 Bachelor's Degree  

Grand Canyon University
 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

University of Arizona
 Bachelor's Degree  

University of Arizona
 Master's Degree  

ASU
 Bachelor's Degree  

Arizona State University
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 Bachelor's Degree  

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 Bachelor's Degree  

Arizona State University
 Bachelor's Degree  

University of Arizona
 Bachelor's Degree  

Arizona State University
 Post-Baccalaureate Certificate  

Arizona State University
 Master's Degree  

Top Expected Tasks

Loan Officers


Knowledge, Skills & Abilities

Loan Officers

Common knowledge, skills & abilities needed to get a foot in the door.

KNOWLEDGE

Customer and Personal Service

KNOWLEDGE

Economics and Accounting

KNOWLEDGE

English Language

KNOWLEDGE

Mathematics

KNOWLEDGE

Sales and Marketing

SKILL

Active Listening

SKILL

Speaking

SKILL

Judgment and Decision Making

SKILL

Reading Comprehension

SKILL

Critical Thinking

ABILITY

Oral Comprehension

ABILITY

Oral Expression

ABILITY

Written Comprehension

ABILITY

Near Vision

ABILITY

Written Expression


Job Opportunities

Loan Officers

  • Senior Manager-Digital Portfolio Management
    American Express    Phoenix, AZ 85067
     Posted about 3 hours    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join Team Amex and let's lead the way together.

    As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

    The Chief Technology Officer Organization’s vision is to raise the bar for technical excellence, talent, strategy, and standards across Technology. It also seeks to cultivate and foster technical innovation, as well as elevate and amplify the technical heartbeat of the organization.

    **Focus:** Digital Workplace is the convergence of digital, cultural, and physical elements that enable all American Express colleagues to do phenomenal work in a complex, dynamic, and often unstructured working environment.

    The Sr. Portfolio Manager position is an exciting opportunity for an accomplished professional with strong agile acumen and lean portfolio management experience. In this role, you will be part of a team responsible for managing collaborative processes across Digital Workplace that provide portfolio visualization and enable strategic execution of strategic priorities.

    This role will help lead our Portfolio Management efforts, including strategic workforce planning, risk management, and portfolio reporting. This role will require continual partnership across Digital Workplace teams to understand and report on outcomes, risks, and opportunities. In addition, the candidate will partner with key members of our team to lead efforts to drive efficiency within Digital Workplace programs and portfolio obligations.

    **Organizational Context:** Responsible for the data held within the Enterprise Portfolio Management System for the portfolio supported.

    **Key Responsibilities:**

    * Monitors the progress of the portfolio delivery and ensures timely and effective communication of the status and assessment of risks/issues

    * Enable cross-functional collaboration with relevant teams

    * Build comprehensive capacity models that raises capacity risks and enables strategic decision-making

    * Create goals, metrics, targets, and measure portfolio management effectiveness.

    * OKR/KPI analyses and optimization recommendations

    * Promote Portfolio and Business Management best practice through formal and informal networks

    * Create compelling communication for leadership that highlights delivery of the portfolio against expectations

    * Assesses cost, risk, inter-dependencies, and impact on existing DW activities to align with DW objectives. and participate in planning activities required to prioritize strategic work in context of capacity and feasibility constraints.

    * Partner with the product organization to perform modelling and simulation to measure and assess portfolio progress against strategy. Define processes to streamline demand management activities, capacity planning and tracking.

    * Using reporting tools, monitors the progress of the portfolio delivery and ensures timely and effective communication of the status and assessment of risks/issues.

    **Scope of Impact/Influence:**

    * Responsible for driving portfolio predictability and delivery consistency in alignment with Digital Workplace Strategic priorities.

    * DW Portfolio spans a broad range of systems and enterprise-wide complex components.

    **Education & Experience:**

    * Bachelor’s Degree in related field desired or equivalent experience

    * Minimum 3-5 years’ experience within Portfolio Management in a Scaled Agile Context

    * Agile certifications desired (Lean Portfolio Management, Leading SAFe, etc)

    **Knowledge/Skills:**

    * Prior IT and business work experience with a broad range of exposure to various technical environments and business segments, including working in a delivery team.

    * Proven strategic thinking and planning skills with excellent attention to detail.

    * Ability to continuously deliver results in a dynamic environment and navigate high levels of ambiguity comfortably.

    * Agile certifications desired, but not required (Lean Portfolio Management, Leading SAFe, etc)

    * Knowledge of Internal tools and reporting platforms (Rally, Jira, Confluence, etc).

    * Advanced MS Excel & PowerPoint skills and highly proficient across MS Office applications

    * Must have excellent communication, relationship building and influencing skills.

    * Self-starter who can function effectively within a diverse and globally dispersed team

    **Technology Core Competencies:**

    * Adaptive Communication

    * Agile Practices

    * Industry and Company Knowledge

    * Organizational Change Management

    * Technical Acumen

    * Technology Industry Trends

    **Game Changers:**

    * Adaptability

    * Collaboration & Teamwork

    * Continuous Improvement

    * Courage

    * Curiosity

    * Ingenuity

    * Servant Leadership

    * Tenacity

    **Role Core Competencies:**

    Technical

    * SDLC Methodologies and Practices

    Functional

    * Financial Management

    * Governance and Reporting

    * Portfolio Management

    * Portfolio, Program, Project Support

    * Project Management

    Leadership

    * Consultancy

    * Relationship Management

    * Strategy Formulation

    Business

    * Planning & Organization

    **Qualifications**

    Salary Range: $90,000.00 to $165,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

    **Job:** Technologies

    **Primary Location:** US-Arizona-Phoenix

    **Schedule** Full-time

    **Req ID:** 24021943


    Employment Type

    Full Time

  • Branch Manager
    PNC    Phoenix, AZ 85067
     Posted 1 day    

    **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 Branch Manager within PNC's Retail Branch organization, you will be based in Phoenix, AZ at the 7th Street & Union Hills branch.

    **Job Description**

    + Responsible for leading all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy in an omni channel environment. Collaborates with a broad range of eco-system partners. Accountable for risk management and compliance . Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.

    + Utilizes a branded sales process to achieve sales targets and customer loyalty. Grows branch revenue through the acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners. Drives business banking results primarily through business development and community involvement activities. Coaches to consultative selling to drive results and enable customer financial well-being. Has foundational understanding of balance sheet and income statement.

    + Manages and coaches to the delivery of a differentiated client experience. Coaches team to confidently engage with customers in technology enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making banking easy for customers. Connects all of PNC, delivering a seamless customer experience in an omni channel environment.

    + Drives the employee experience. Responsible for acquiring and retaining talent through effective onboarding, coaching and development. Makes talent development a priority for all branch team members . Ensures employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.

    + Manages operational, human capital, reputational and business risk. Exercises leadership, authority and sound decision making to mitigate sales practice risk. Ensures compliance with regulatory guidelines and adherence to established policies and procedures.

    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.

    PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

    + **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.

    + **Live the Values** - Role models our values with transparency and courage.

    + **Enable Change** - Takes action to drive change and innovation that will transform our business.

    + **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.

    + **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.

    + To learn more about this and other opportunities on our team.Watch this video. (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/Retail\_Banking.mp4)

    **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**

    Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Approach, Results-Oriented

    **Competencies**

    Branch Banking Services, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management

    **Work Experience**

    Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    **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 pncbenefits.com > New to PNC.

    _*For more information, please click on the following links:_

    Time Away from Work (https://www.pncbenefits.com/timeaway.html)

    _PNC Full-Time Benefits Summary_

    _PNC Part-Time Benefits Summary (https://www.pncbenefits.com/pt-benefits-overview.html)_

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at [email protected] . 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.

    **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.


    Employment Type

    Full Time

  • Director, Site Relationship Managers (REMOTE)
    Merck    Phoenix, AZ 85067
     Posted 1 day    

    **Job Description**

    This role serves as a key internal and external representative for US Country Operations to facilitate country level implementation of key initiatives impacting sites, develop and support oversight of key metrics to assess partner site collaborations and serves as an interface with internal global site network and external site forums/ professional societies.

    The role will provide a strategy for the SRMs, work with the Country CRD and SMM Directors to identify key institutions and establish a strategy for sites as center of excellence in support of a Therapeutic Area (TA) needs.

    Primary responsibilities for the role include:

    + Drives innovation and initiatives to improve site relationships, including new company technologies, and tools to support sites

    + Fosters relationships with internal and external stakeholders in developing and maintaining key institutions and center of excellence sites

    + Drives process improvements, innovative solutions to help reduce barriers and mitigate risks that directly impacts investigator sites and requires multiple internal stakeholder interfaces

    + Engaging with industry stakeholders to build industry awareness and develop our company's company brand and reputation

    + Maintains deep understanding of US site landscape

    + Manage direct reports including performance plans and development plans. Oversee performance management, career development of staff and effectively manage performance issues.

    + Work closely with country leadership to assess priority sites and issue escalation, strategic partner relationships.

    + Create, promote and direct a strategy whereupon the functions of the SRM role is identified by sites/institutions as their central point of contact for our company's relationships.

    + Establish procedures and processes, key metrics, criteria for assessing key sites

    **Extent of Travel:**

    + 50%

    **Qualifications,** **Skills & Experience**

    **Education** :

    + Bachelor’s Degree required

    **Experience and Skills:**

    + Minimum 12 years of experience within the Pharmaceutical industry

    + Minimum 10 years in clinical trial operations

    + Deep knowledge and understanding of Clinical Development Processes & Procedures

    + Significant project management and business process improvement experience, with demonstrated record of accomplishments

    + Familiarity with the clinical operations of pharmaceutical development from an industry perspective; well developed and effective team facilitation and leadership skills; able to establish cooperative team environments

    + Data analytics

    + Networking and Partnerships

    + Business Savviness

    \#eligibleforerp

    ResearchandDevelopmentGCTO

    Current Employees apply HERE (https://wd5.myworkday.com/msd/d/task/1422$6687.htmld)

    Current Contingent Workers apply HERE (https://wd5.myworkday.com/msd/d/task/1422$4020.htmld)

    **US and Puerto Rico Residents Only:**

    Our company is committed to inclusion, ensuring that candidates can engage in a hiring process that exhibits their true capabilities. Please click here (https://survey.sogosurvey.com/r/aCdfqL) if you need an accommodation during the application or hiring process.

    We are an Equal Opportunity Employer, committed to fostering an inclusive and diverse workplace. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability status, or other applicable legally protected characteristics. For more information about personal rights under the U.S. Equal Opportunity Employment laws, visit:

    EEOC Know Your Rights (https://www.eeoc.gov/sites/default/files/2022-10/22-088\_EEOC\_KnowYourRights\_10\_20.pdf)

    EEOC GINA Supplement​

    Pay Transparency Nondiscrimination (https://www.dol.gov/sites/dolgov/files/OFCCP/pdf/pay-transp\_%20English\_formattedESQA508c.pdf)

    We are proud to be a company that embraces the value of bringing diverse, talented, and committed people together. The fastest way to breakthrough innovation is when diverse ideas come together in an inclusive environment. We encourage our colleagues to respectfully challenge one another’s thinking and approach problems collectively.

    Learn more about your rights, including under California, Colorado and other US State Acts (https://www.msdprivacy.com/us/en/CCPA-notice/)

    **U.S. Hybrid Work Model**

    Effective September 5, 2023, employees in office-based positions in the U.S. will be working a Hybrid work consisting of three total days on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence.This Hybrid work model does not apply to, and daily in-person attendance is required for, field-based positions; facility-based, manufacturing-based, or research-based positions where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance also does not apply to roles that have been designated as “remote”.

    The Company is required to provide a reasonable estimate of the salary range for this job in certain states and cities within the United States. Final determinations with respect to salary will take into account a number of factors, which may include, but not be limited to the primary work location and the chosen candidate’s relevant skills, experience, and education.

    Expected US salary range:

    $164,800.00 - $259,400.00

    Available benefits include bonus eligibility, long term incentive if applicable, health care and other insurance benefits (for employee and family), retirement benefits, paid holidays, vacation, and sick days. A summary of benefits is listed here (https://www.benefitsatmerck.com/) .

    **San Francisco Residents Only:** We will consider qualified applicants with arrest and conviction records for employment in compliance with the San Francisco Fair Chance Ordinance

    **Los Angeles Residents Only:** We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance

    **Search Firm Representatives Please Read Carefully**

    Merck & Co., Inc., Rahway, NJ, USA, also known as Merck Sharp & Dohme LLC, Rahway, NJ, USA, does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for this position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

    **Employee Status:**

    Regular

    **Relocation:**

    No relocation

    **VISA Sponsorship:**

    No

    **Travel Requirements:**

    50%

    **Flexible Work Arrangements:**

    Remote

    **Shift:**

    Not Indicated

    **Valid Driving License:**

    No

    **Hazardous Material(s):**

    N/A

    **Job Posting End Date:**

    11/30/2024

    ***A job posting is effective until 11:59:59PM on the day** **BEFORE** **the listed job posting end date. Please ensure you apply to a job posting no later than the day** **BEFORE** **the job posting end date.**

    **Requisition ID:** R316370


    Employment Type

    Full Time

  • External Loan Officer Assistant- Mortgage Banking
    City National Bank    Phoenix, AZ 85067
     Posted 1 day    

    *EXTERNAL LOAN OFFICER ASSISTANT- MORTGAGE BANKING*

    WHAT IS THE OPPORTUNITY?

    An external mortgage loan officer assistant (LOA) provides support to one or more mortgage loan officers by handling administrative tasks, assisting in the loan application process, and ensuring smooth communication between all parties involved. The loan officer assistant is responsible for the identification and receipt of all supporting documentation needed in the file as well as coordination with the operational support team to drive a successful customer experience. The LOA is primarily responsible for daily pipeline management, basic communication with the customer and all parties in the transaction, and notification to the senior loan officer of all progress and/or risk items.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. Must remain in good standing under the Safe Act.

    What you will do

    * Assist the mortgage loan officer with the day-to-day administrative tasks, including managing calendars, scheduling appointments, and handling correspondence.

    * Prepare and review loan applications and documentations to ensure accuracy and completeness before submission to underwriting

    * Provide exceptional customer service by addressing client questions and concerns throughout the loan process. Assist clients in understanding the mortgage process and the documentation required comments sharing they feel supported and informed throughout.

    * organize and maintain files, records, and databases related to the mortgage loan applications

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

    * 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.

    * 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 Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity.

    *Must-Have**

    * Bachelor's Degree Preferred

    * Minimum 5 year of Customer Service experience or financial experience

    * 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. Must remain in good standing under the Safe Act.

    *Skills and Knowledge*

    * 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.

    *Compensation*

    Starting base salary is not included as this position is a commission-based role. The overall annualized compensation range is $0.

    **To be considered for this position you must meet at least these basic qualifications*

    The preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

    *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. Get an inside look at our (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/10/cbedd856-c2fc-491b-a625-3ab7a0fd9a65.pdf).

    ABOUT CITY NATIONAL

    City National Bank, a subsidiary of Royal Bank of Canada, is the largest bank headquartered in Los Angeles with $92.03 billion in assets as of April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, San Diego, the San Francisco Bay Area, New York City, Nashville, Atlanta, Delaware, Las Vegas, Washington D.C. and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client investment assets. City National is dedicated to strengthening communities, and in 2023 alone, the company made more than $11 million in charitable contributions to nonprofits that support the communities it serves.

    *City National Bank does business in Miami and the state of Florida as CN Bank.

    For more information about City National, visit (https://www.cnb.com/).

    *EQUAL OPPORTUNITY EMPLOYER & REASONABLE ACCOMMODATION*

    City National Bank is an equal opportunity employer committed to promoting and maintaining a diverse, equitable and inclusive working environment where differences are valued and encouraged. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or any other basis protected by the laws or regulations in the locations where we operate or in our Code of Conduct. (https://image.emails.cnb.com/lib/fe5e15707c640c78771c/m/1/159726e0-aeb1-4058-9052-d7a2d69626b8.pdf)

    If you are a qualified individual with a disability or a disabled veteran, you have the right to request a reasonable accommodation for any part of the employment process. Please contact us via (mailto:[email protected]) or leave a message at (213) 673-9139. These contact methods are dedicated to applicants whose disability prevents them from successfully applying online. Only messages left for this purpose will be returned. Responses may take up to two business days.


    Employment Type

    Full Time

  • Branch Manager
    PNC    Tucson, AZ 85702
     Posted 3 days    

    **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 Branch Manager within PNC's Retail Branch organization, you will be based in Tucson, AZ at the Broadway & Rosemont branch. Bilingual Spanish Preferred.

    **Job Description**

    + Responsible for leading all aspects of branch performance. Drives revenue and customer loyalty through consultative interactions with clients, and solutions that help them achieve financial well being. Creates a differentiated customer experience, making banking easy in an omni channel environment. Collaborates with a broad range of eco-system partners. Accountable for risk management and compliance . Builds a high performing team through the attraction, on-boarding, coaching and development of branch team members.

    + Utilizes a branded sales process to achieve sales targets and customer loyalty. Grows branch revenue through the acquisition and share-of-wallet growth of consumer and business households and through collaboration with eco-system partners. Drives business banking results primarily through business development and community involvement activities. Coaches to consultative selling to drive results and enable customer financial well-being. Has foundational understanding of balance sheet and income statement.

    + Manages and coaches to the delivery of a differentiated client experience. Coaches team to confidently engage with customers in technology enabled interactions, providing solutions and advice oriented consultation that improves client financial well-being. Leads effective problem resolution, making banking easy for customers. Connects all of PNC, delivering a seamless customer experience in an omni channel environment.

    + Drives the employee experience. Responsible for acquiring and retaining talent through effective onboarding, coaching and development. Makes talent development a priority for all branch team members . Ensures employees achieve performance and activity expectations through effective and ongoing performance management. Models PNC values by cultivating and supporting an inclusive workplace.

    + Manages operational, human capital, reputational and business risk. Exercises leadership, authority and sound decision making to mitigate sales practice risk. Ensures compliance with regulatory guidelines and adherence to established policies and procedures.

    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.

    PNC also has fundamental expectations of our people managers. As a manager of talent in PNC, you will be expected to:

    + **Include Intentionally** - Cultivates diverse teams and inclusive workplaces to expand thinking.

    + **Live the Values** - Role models our values with transparency and courage.

    + **Enable Change** - Takes action to drive change and innovation that will transform our business.

    + **Achieve Results** - Takes personal ownership to deliver results. Empowers and trusts others in decision making.

    + **Develop the Best** - Raises the bar with every talent decision and guides the achievement of all employees and customers.

    + To learn more about this and other opportunities on our team.Watch this video. (https://content.pncmc.com/live/pnc/aboutus/recruiting/videos/Retail\_Banking.mp4)

    **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**

    Accountability, Banking, Client Counseling, Customer Experience (CX), Customer Loyalty, Decision Making, People Management, Proactive Approach, Results-Oriented

    **Competencies**

    Branch Banking Services, Digital Awareness, Effective Communications, Managing Multiple Priorities, Sales Management

    **Work Experience**

    Roles at this level typically do not require a university / college degree, but do require related experience or product knowledge to accomplish primary duties. Typically requires 3+ years of related experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    **Education**

    No Degree

    **Certifications**

    No Required Certification(s)

    **Licenses**

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    **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 pncbenefits.com > New to PNC.

    _*For more information, please click on the following links:_

    Time Away from Work (https://www.pncbenefits.com/timeaway.html)

    _PNC Full-Time Benefits Summary_

    _PNC Part-Time Benefits Summary (https://www.pncbenefits.com/pt-benefits-overview.html)_

    **Disability Accommodations Statement**

    If an accommodation is required to participate in the application process, please contact us via email at [email protected] . 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.

    **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.


    Employment Type

    Full Time

  • Lead Director, Network Portfolio Management
    CVS Health    Phoenix, AZ 85067
     Posted 3 days    

    Bring your heart to CVS Health. Every one of us at CVS Health shares a single, clear purpose: Bringing our heart to every moment of your health. This purpose guides our commitment to deliver enhanced human-centric health care for a rapidly changing world. Anchored in our brand — with heart at its center — our purpose sends a personal message that how we deliver our services is just as important as what we deliver.

    Our Heart At Work Behaviors™ support this purpose. We want everyone who works at CVS Health to feel empowered by the role they play in transforming our culture and accelerating our ability to innovate and deliver solutions to make health care more personal, convenient and affordable.

    At Aetna, our health benefits business, we are committed to helping our members achieve their best health in an affordable, convenient, and comprehensive manner. Combining the assets of our health insurance products and services with CVS Health’s unrivaled presence in local communities and their pharmacy benefits management capabilities, we’re joining members on their path to better health and transforming the health care landscape in new and exciting ways every day.

    Aetna is recruiting for Lead Director, Network Portfolio Management, a crucial role reporting directly to the VP, Provider Digital & Network Platform Solutions. This role will be responsible for leading the capital planning and investment process on behalf of the Network & Provider organization. They will support business case development and submissions for technology investments to accelerate our business strategies. They will serve as the overall program manager for the Network & Provider investment portfolio, monitoring program financials and initiative outcomes. This individual must be detail oriented, highly organized and exhibit strong communication skills to be successful in a complex and matrixed organization.

    **You’ll make an impact by** :

    + Partnering closely with finance, data and technology teams, business sponsors and project leads to monitor portfolio financials, coordinate forecasting and lead rebalancing efforts.

    + Establishing processes for reporting on value generation, business impacts and outcomes of the portfolio.

    + Establishing processes for governing and prioritizing investments in response to emerging business needs.

    + Developing an overall Network & Provider investment strategy and supporting business case development for new investments and for continued investment in multi-year projects.

    + Developing and maintaining a prioritized backlog of business cases that can be submitted in the annual process or put forth when funding becomes available throughout the year.

    + Consolidating capital submissions for the broad Network & Provider Portfolio.

    **Required Qualifications**

    + 10+ years work experience in program management or consulting, with demonstrated business impact.

    + Financial acumen, strong Excel and modeling skills.

    + Proven ability to work collaboratively at all levels and balance competing priorities.

    + Strong communication, presentation, and stakeholder management skills.

    + Demonstrated ability to leverage data and insights to make informed business decisions.

    **Preferred Qualifications**

    + Experience in the health insurance industry, preferably in a role related to network, provider or payer operations

    **Education**

    + Bachelor's degree or equivalent professional work experience.

    **Pay Range**

    The typical pay range for this role is:

    $100,000.00 - $231,540.00

    This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above. This position also includes an award target in the company’s equity award program.

    In addition to your compensation, enjoy the rewards of an organization that puts our heart into caring for our colleagues and our communities. The Company offers a full range of medical, dental, and vision benefits. Eligible employees may enroll in the Company’s 401(k) retirement savings plan, and an Employee Stock Purchase Plan is also available for eligible employees. The Company provides a fully-paid term life insurance plan to eligible employees, and short-term and long term disability benefits. CVS Health also offers numerous well-being programs, education assistance, free development courses, a CVS store discount, and discount programs with participating partners. As for time off, Company employees enjoy Paid Time Off (“PTO”) or vacation pay, as well as paid holidays throughout the calendar year. Number of paid holidays, sick time and other time off are provided consistent with relevant state law and Company policies.

    For more detailed information on available benefits, please visit Benefits | CVS Health (https://jobs.cvshealth.com/us/en/benefits)

    We anticipate the application window for this opening will close on: 11/22/2024

    Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.

    We are an equal opportunity and affirmative action employer. We do not discriminate in recruiting, hiring, promotion, or any other personnel action based on race, ethnicity, color, national origin, sex/gender, sexual orientation, gender identity or expression, religion, age, disability, protected veteran status, or any other characteristic protected by applicable federal, state, or local law.


    Employment Type

    Full Time

  • Ultra High Net Worth Lending Manager
    Charles Schwab    Phoenix, AZ 85067
     Posted 3 days    

    **Your opportunity**

    At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

    The Ultra High Net Worth (UHNW) Lending Manager on Bank Lending Solutions (BLS) is responsible for providing a robust, premier, client application and loan servicing experience and will serve as the single point of contact for all Charles Schwab clients, employees, and internal partners interested in learning about or applying for a mortgage, pledged asset line of credit and for questions and advancements throughout the entire lending process. This team will play a key role in the success of the Bank’s lending program through delivering an outstanding client experience while helping the firm realize it’s earning potential. BLS will provide a single point of contact throughout the entire mortgage and pledge asset line application and origination process, maintaining consistent communication and providing problem resolution and troubleshooting.

    BLS will handle a broad range of inquiries, issues, advancements, and products in meeting our client’s needs. The UHNW Lending Manager is a first line of defense unit position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.

    **What you have**

    To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

    **Required Qualifications**

    + 5+ years of experience with customer service or operations in the lending industry

    + Comprehensive industry and **high net worth client solution** knowledge

    + The ability to deliver excellent client serivce and who takes the intiative to anticipate and resolve problems.

    + Excellent relationship management skills including collaborating, influencing and negotiating with individuals at various levels.

    + Initiative to create change through operational improvements, training and streamlining functions

    + Ability to work effectively with multiple partners distributed through various business divisions to resolve issues

    + Superior communication, presentation, interpersonal and listening skills.

    + Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and partnership.

    **Preferred Qualifications**

    + Bachelor’s degree

    + FINRA Series 9/10, 7, 63 Licenses

    + A strong understanding of sophisticated lending products, complex business entity structures, and margin lending.

    **What’s in it for you**

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    + 401(k) with company match and Employee stock purchase plan

    + Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    + Paid parental leave and family building benefits

    + Tuition reimbursement

    + Health, dental, and vision insurance

    What’s in it for you:

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future:

    401(k) with company match and Employee stock purchase plan

    Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

    Paid parental leave and family building benefits

    Tuition reimbursement

    Health, dental, and vision insurance

    Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.


    Employment Type

    Full Time

  • Portfolio Manager
    American Express    Phoenix, AZ 85067
     Posted 3 days    

    **Description**

    **You Lead the Way. We’ve Got Your Back.**

    With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

    At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

    Join #TeamAmex and let’s lead the way together.

    As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology of #TeamAmex.

    **How will you make an impact in this role?**

    The Portfolio Manager role will be supporting the US Consumer & Digital Technology Portfolio reporting to the Director – Portfolio Management, and work with senior Technology and business leaders to manage the USCDT Technology Investment portfolio and Operating Expense plan with a strategic focus on investment optimization. The successful candidate will have deep investment analytics and financial management experience, relentless attention to detail, executive presentation experience, and the ability to build and leverage positive relationships with the team and partners.

    Our ideal candidate is highly organized with effective communication/storytelling skills and a bias towards action. You show up with passion, are not afraid to challenge the status quo or thrive in a fast-paced environment.

    **Key Responsibilities Include:**

    + Partner with the Portfolio Director to help define, plan, and build the technology investment portfolio for US Consumer & Digital Technology Portfolio.

    + Manage day-to-day Portfolio activities such as resourcing, financial modelling and data trending, risk identification.

    + Take ownership in managing and ensuring successful financial, delivery and operational outcomes across the portfolio - gathering status updates and escalating delivery risks when needed.

    + Drive delivery by creating and maintaining a comprehensive view of the organization’s tech investments.

    + Build strong partnerships with technology, product, finance, and business stakeholders to maintain and deliver against technology roadmaps.

    + Develop recommendations by connecting the dots between seemingly disparate conversations, workstreams, and data, and synthesizing feedback.

    + Enable Executive leadership decision making through development and presentation of metrics and insights covering areas of operations, delivery, finance and business.

    + Collaborate effectively and build key relationships with stakeholder teams to identify and manage milestones and overall plan.

    + Promote awareness and transparency by keeping stakeholders informed of key decisions and relevant timelines.

    + Support development of change management initiatives, implementation strategy, and enabling tools/processes.

    **Minimum Qualifications:**

    + Bachelor's Degree

    + Data Analytics and Financial modeling

    + 5 years of Portfolio or Program Management experience, in a large technology organization.

    + Experience with project management approaches, tools, and phases of the project lifecycle.

    **Preferred Qualifications:**

    + Ability to execute and maintain high performance under tight timelines.

    + Superb written and verbal communication; advanced or expert PowerPoint and visual presentation skills.

    + Working knowledge of software development processes and Agile methodologies; experience with modern approaches preferred.

    + Literacy in financial modeling/analysis; should be able to connect strategy to financial results.

    + Excellent at building relationships and inspiring others.

    + Ability to influence others and move toward a common vision or goal.

    + Flexible and adaptable; able to work in ambiguous situations.

    + Organized with a natural inclination for planning strategy and tactics.

    + Problem solving and root cause identification skills.

    + Must be a team player and able to work collaboratively with and through others.

    + Familiarity with project management approaches, tools, and phases of the project lifecycle.

    **Qualifications**

    Salary Range: $110,000.00 to $190,000.00 annually bonus benefits

    The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

    We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

    + Competitive base salaries

    + Bonus incentives

    + 6% Company Match on retirement savings plan

    + Free financial coaching and financial well-being support

    + Comprehensive medical, dental, vision, life insurance, and disability benefits

    + Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

    + 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

    + Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

    + Free and confidential counseling support through our Healthy Minds program

    + Career development and training opportunities

    For a full list of Team Amex benefits, visit our Colleague Benefits Site .

    American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

    We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

    US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

    If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

    Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

    **Job:** Technology

    **Primary Location:** US-New York-New York

    **Other Locations:** US-Arizona-Phoenix, US-Florida-Sunrise

    **Schedule** Full-time

    **Req ID:** 24013779


    Employment Type

    Full Time

  • Case Manager
    Save the Family Foundation of Arizona    Mesa, AZ 85201
     Posted 4 days    

    POSITION PURPOSE

    Save The Family’s Direct Services Programs are staffed with degreed Client Service Professionals. The Case Manager has a caseload of families, assisting clients with locating and securing rental housing in the community. In collaboration with clients and families, the Case Manager assists with obtaining and completing paperwork, identifying referral sources, and provides direction toward setting and meeting goals. There is a $500 signing bonus for candidates who complete six successful months of service.

    MINIMUM QUALIFICATIONS
    · High School or GED required. A Bachelor’s degree in social services from an accredited college or university is preferred, or five years of related field experience.

    · Possess strong cultural competence for both cultural and economic characteristics.

    · Demonstrate proficiency in grammar and spelling.

    · Demonstrate excellent interpersonal communication skills.

    · Be able to proficiently speak, read and write the English language.

    · Demonstrate cultural competence, treat everyone with dignity, celebrate the diversity of our community, and be inclusive of all people in our community.

    · Since position requires frequent driving to various job sites to provide services and occasionally transport clients, a valid Arizona driver’s license, reliable transportation, current auto insurance, and clean driving record are required

    · 25 years of age or older for liability insurance requirements.

    · Valid Arizona Fingerprint Clearance Card OR must qualify for a valid Arizona Level One Fingerprint Clearance Card.

    · Eligible to work in the United States of America.

    · Demonstrate cultural competence, treat everyone with dignity, celebrate the diversity of our community, and be inclusive of all people in our community

    · The candidate must have flexible availability. Office hours are Monday through Friday 8am-5pm, though this position has a varied work schedules and will include evenings and occasional Saturday events.

    OTHER KNOWLEDGE, SKILLS AND ATTRIBUTES
    · Demonstrate a commitment to the mission, vision, and values of Save the Family Foundation of Arizona.

    · Demonstrate knowledge of the process for helping families secure rentals and sign leases in designated area of their assigned grant.

    · Bilingual capabilities is a plus.

    · Be a self-starter with excellent time management skills.

    · Ability to work collaboratively with your team, as well as outside partners.

    · Be familiar with Save the Family’s service population, including diverse cultural and socioeconomic characteristics.

    · Demonstrate proficiency in Microsoft Office Suite including Word, Excel, and Outlook.

    · Maintain strict confidentiality.

    · Behave professionally in manner and appearance.

    · Be consistently organized and flexible.

    · Be able to work hours outside the standard Monday – Friday 8:00 AM to 5:00 PM timeframe and to travel, when necessary. This will include some evenings and occasional weekend hours.

    KEY RESPONSIBILITIES
    · Ongoing case management to help families secure permanent housing, income, and other additional resources to become self-sufficient for long term stability.

    · Regularly meet with the clients and work with them to complete the required assessments, understand and sign prescribed documentation and service plans within the time frames required by the various housing programs

    · Develop, communicate and monitor service plan goals with the team and the family.

    · Work with your assigned supervisor to ensure that you are working within your program budget, spending down the approved budget and spending within approved budget items.

    · While meeting with the client regularly, assess their needs and barriers to long term self-sufficiency and act as a liaison to the community, helping them find housing and other resources as needed.

    · Ensure the completion of any paperwork between the tenant, the housing provider, HOM Inc. and STF in a timely manner.

    · Maintain effective communication with clients to monitor timely progress and compliance with service plan goals, and meet with client tenants a minimum of two times/month, one time which must be in the home for a full in home inspection.

    · Conduct service team meetings to report on client tenant progress, successes, challenges, budget updates and team progress.

    · Maintain and complete organized client files (with 95% accuracy as documented by STF file audits), compile and produce reports and analyses of program effectiveness as requested, and enter data into HMIS (with 95% accuracy per HMIS audits) and other computer data base systems.

    · Collaborate with the community to establish and maintain referral resources, educate the community on the STF programs.

    · Record, enter, and monitor client data per contract requirements and ensure all necessary outcomes are being met and program compliance are being followed.

    · Maintain detailed timekeeping and ensure accurate client information is kept to reflect budget spent down per grant requirements.

    · Coordinate client tenant move-ins/move-outs and ensure communication with the team

    · Provide a customer service focused effort to work with the public, volunteers, clients, and other staff members as needed.

    Job Type: Full-time

    Pay: $40,000.00 - $46,000.00 per year

    Benefits:
    401(k)
    Dental insurance
    Employee assistance program
    Health insurance
    Life insurance
    Paid time off
    Vision insurance

    Schedule:
    Monday to Friday
    Weekends as needed
    Ability to commute/relocate:

    Mesa, AZ 85201: Reliably commute or planning to relocate before starting work (Required)
    Work Location: In person


    Industry

    Human Services

    Employment Type

    Full Time

  • Mortgage Loan Originator
    D.R. Horton, Inc.    Tucson, AZ 85702
     Posted 4 days    

    *D.R. Horton, Inc., the largest homebuilder in the U.S.*, was founded in 1978 and is a publicly traded company on the New York Stock Exchange. It is engaged in the construction and sale of high quality homes designed principally for the entry-level and first time move-up markets. The Company also provides mortgage financing and title services for homebuyers through its mortgage and title subsidiaries. Please visit our website atwww.drhorton.comfor more information.

    D.R. Horton, Inc. is currently looking for a*_Mortgage Loan Originator_*for their Financial Services Branch. The right candidate will promote and provide business development, origination of loans, relationship management with customers and clients.

    *Essential Duties and Responsibilities*
    * Interview mortgage applicants to understand and educate them on their financing options available. Understand the loan applicant’s goals in order to advise and review potential loan programs that would best suit their needs and stated goals
    * Be accessible to the buyer and individuals involved in a loan to answer questions and/or provide updates
    * Maintain reports and notes within the origination software and customer relationship management systems
    * Review new leads daily and contact them to earn their business
    * Daily Pipeline Management (loan application to funding process) to ensure that the loan process goes smoothly for all parties involved
    * Make presentations on loan products in sales meetings and with Sales staff in builder communities
    * Quickly respond to Operations in order to facilitate an efficient loan process
    * Provide necessary disclosures to a loan applicant within a timely manner in accordance with regulations
    * Conduct all business in a professional and ethical manner to serve customers and increase the goodwill and profit of the company
    * Able to work overtime
    * Able to travel overnight
    * Market the company’s products and services accurately and effectively to potential business sources
    * Develop sales leads for mortgages in builder communities and real estate offices
    * Provide weekend coverage in builder communities and grand opening functions
    * Review all documentation provided by borrower, check for accuracy, and address any discrepancies
    * Be familiar and comply with all company QC policies, review updates to the manual, and attend meetings as necessary
    * Provide input to management, and attend production/staff meetings
    * Infrequently, assist in resolving post-closing/funding problems
    * Attend loan closings when possible

    *Education and/or Experience*
    * Bachelor's degree from four-year college or university
    * One to two years of related experience and/or training
    * Must have a vehicle and a valid driver’s license
    * Licensed Mortgage Loan Originator as required by state
    * Possess general mortgage banking understanding (including but not limited to: lock procedures, program analysis, underwriting guidelines, and regulatory timelines)
    * Ability to apply common sense understanding to carry out instructions furnished in written oral form or via DRH applications
    * Proficiency with MS Office and email
    * Ability to sit for majority of 8-hour workday; use hands to finger, handle or feel; reach with hands and arms; talk and hear. Specific vision abilities required by this job include close vision and peripheral vision
    * The noise level is generally moderate

    *Preferred Qualifications*
    * Strong written and oral communication skills
    * Ability to accurately and efficiently process and record a large volume of data
    * Ability to act as a team player and be willing to accept constructive criticism
    * Bilingual preferred

    Come join a winning team with a Fortune 500 company! We are growing fast and are looking for enthusiastic attitudes and team players to join our success. We offer an excellent benefits package including:

    * Medical, Vision and Dental
    * 401(K)
    * Employee Stock Purchase Plan
    * Flex Spending Accounts
    * Life Insurance
    * Vacation, Sick, Personal Time and Company Holidays

    */Build YOUR future with D.R. Horton, America’s Builder. #WeBuildPeople2/*

    Followus on social media @hortoncareers for an inside look at our company and connect with us on LinkedIn for up to date job listings!

    LinkedIn, Twitter, Facebook, Instagram

    **Job:** **Financial Services*

    **Organization:** **Mortgage*

    **Title:** *Mortgage Loan Originator*

    **Location:** *Arizona-Tucson*

    **Requisition ID:** *2406851*


    Employment Type

    Full Time


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