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

90

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 Certifications

 Arizona Western College

Degree Recommendations


 Central Arizona College

 Coconino Community College


 University of Arizona

 University of Arizona



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

  • Corp Trust Relationship Manager I (Hybrid Schedule)
    UMB Bank    Phoenix, AZ 85067
     Posted about 20 hours    

    UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals.

    The Corporate Trust Relationship Manager I role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide non routine support to an assigned group of clients with trustee relationships. This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partnering with our corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions.

    Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

    How you’ll spend your time:

    + You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests.

    + You will review transaction structures and legal documents to ensure operational mechanics are appropriate.

    + You will collaborate with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly.

    We’re excited to talk with you if:

    + You have a bachelor’s degree or equivalent work experience

    + You have at least 2 years of relevant experience

    _Are you ready to be part of something more?_

    You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect _more trust_ . We want you to do the right thing, no matter what. And, expect _more opportunity_ . UMBers are known for having multiple careers here and having their voices heard.

    **Compensation Range:**

    Minimum: $51,480.00 - Maximum: $119,200.00

    _The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information._

    UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

    **Are you ready to be part of something more?**

    You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

    _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ [email protected]_ _to let us know the nature of your request._

    _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\_Notice\_for\_California\_Candidates\_Original\_file.pdf) _to understand how we collect and use your personal information when you apply for employment with UMB._

    **_Who we are_**

    We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

    Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

    Check out the road to a career at UMB


    Employment Type

    Full Time

  • Defensive Cyber Operations (DCO) Branch Manager
    SOS International LLC    Fort Huachuca, AZ 85670
     Posted about 20 hours    

    **Overview**

    **_**This position is contingent upon award of contract**_**

    SOS International LLC (SOSi) is seeking a **Defensive Cyber Operations (DCO) Branch Manager** at **Fort Huachuca, AZ** in support of a large, mission-critical IT services and support program with continuous (24x7) operations. The DCO Branch Manager reports to the DCO Division Manager and is responsible for all CDO, DCA, T&DA, and DI technical requirements. The DCO Branch Manager is the Computer Network Defense SME responsible for all defensive measures to protect the DoDIN-A.

    **Essential Job Duties**

    + Contribute to all devices managed by assuring they are properly alerting security-related events to the ArcSight SIEM, and Gabriel Nimbus.

    + Lead integration of new technical solutions and platforms into the DoDIN-A, and write/develop new processes, SOPs, and TTPs to employ them to their full potential.

    + Assess new services, technologies, software tools, and network devices that may improve abilities to proactively monitor performance, remediate concerns, and offer recommendations for improvement.

    + Maintain Continual Process Improvement (CPI) / Continual Service Improvement (CSI) to improve the overall quality of services delivered.

    + Lead services for the protection, monitoring, analysis, detection, and response to unauthorized activity within the DoD Information Systems and Networks.

    + Contribute expertise on policy and procedure in the cyber environment; remain acutely aware of changes within the environment.

    + Act as the project manager for cross team projects in the DCO AOR including ownership of project schedule and resource allocation.

    + Act as the lead orchestrator for DCO-D exercises and named operations.

    + Provide sound guidance to contract staff in the absence of instructions; they shall ensure teams perform to established standards.

    + Verify employees are trained to established standards and remain proficient and certify personnel coverage is provided IAW contract standards.

    + Ensure contract deliverables and other organizational requirements meet established standards.

    + Update documentation according current and future mission directives.

    + Provide guidance, leadership, and technical direction to all contractors within the DCO Division.

    + Maintain awareness of all applicable SOPs and TTPs are current IAW mission objectives.

    + Verify employees are trained to established standards and remain proficient, certifies personnel coverage is provided IAW contract standards.

    + Ensure contract deliverables and other organizational requirements meet established standards and updates documentation according current and future mission.

    + Follow ITIL best practices to manage tickets and processes.

    + Collaborate with external agencies, LE/CI, GTMs, Branch Chiefs, Division Chiefs and Leadership.

    + Supervisory duties include but are not limited to reporting and timekeeping; technical/administrative training; communications with the government; ensuring high quality service delivery or reports; scheduling to effectively utilize all team resources; support management decision-making; committing to quality management standards, QA/QC compliance, and metrics analysis.

    + Provide performance feedback and appraisals for all direct reports, as well as second-level approval for Team Leads that directly report to Branch Managers

    + Nominate employees for recognition and awards program supports leadership development and succession planning program.

    **Minimum Requirements**

    + Active in scope Top Secret (TS) with eligibility for Sensitive Compartmented Information (SCI) clearance

    + Bachelor’s degree in Information Technology, Cybersecurity, Computer Science, Telecommunications, Cybersecurity, National Security Strategy, or a related field AND eight (8) years’ experience

    + Experience substitution in lieu of education: Associate degree + 10 years’ experience OR High School Diploma + 12 years’ experience.

    + IAM Level II Certification (CAP, CASP+ CE, CCISO, CISM, CISSP (or Associate), or GSLC) or higher is required

    + Certified Ethical Hacker (CEH)

    + ITIL Foundation certification

    + Knowledgeable in the mission and operational requirements of the U.S. Army

    + Demonstrated understanding of U.S. Army IT operational and technical requirements and Risk Management Framework (RMF)

    + Must be willing to work overtime, after hours, holidays, and weekends, as necessary

    **Preferred Qualifications**

    + Master’s degree in Information Technology, Cybersecurity, Computer Science, Telecommunications, Cybersecurity, National Security Strategy, or a related field

    + CISSP certification

    + ITIL v4 certification

    + PMP Certification

    + 3-5 years or more of supervisory experience

    **Work Environment**

    + Working conditions are normal for an office environment.

    + Fast paced, deadline-oriented environment.

    + May require periods of non-traditional working hours including consecutive nights or weekends (if applicable)

    SOSi is an equal employment opportunity employer and affirmative action employer. All interested individuals will receive consideration and will not be discriminated against on the basis of race, color, religion, sex, national origin, disability, age, sexual orientation, gender identity, genetic information, or protected veteran status. SOSi takes affirmative action in support of its policy to advance diversity and inclusion of individuals who are minorities, women, protected veterans, and individuals with disabilities.


    Employment Type

    Full Time

  • Real Estate Portfolio Manager
    Microsoft Corporation    Phoenix, AZ 85067
     Posted about 20 hours    

    Microsoft’s Datacenter Development Land Development Organization supports the development and delivery of our data center portfolio from site identification and selection through to design, construction and operation. The Microsoft Data Center development portfolio consists of complex, multi-disciplinary, large scale, multi-year data center construction and lease projects.

    Every company is looking to change how they use digital technology to fundamentally reimagine how they empower their employees, engage customers, optimize their operations and change the very core of their products and services. Microsoft is positioned to become the strategic digital transformation platform and partner of choice. Microsoft will reinvent productivity to empower every person and every organization on the planet to do more and achieve more. Microsoft is an active acquirer and has executed well over 100 acquisitions in the past 10 years, including Github, LinkedIn, Skype, Mojang (Minecraft) and most recently, Nuance.

    We are looking to hire Real Estate Portfolio Manager in being part of a motivated global portfolio team supporting a Data Center Portfolio in one of the world’s largest technology companies in the World. Our work underpins Microsoft Cloud Operations & Innovation team growth and expansion into new markets and diverse customer requirements.

    **Microsoft is on a mission to empower every person and every organization on the planet to achieve more. Our culture is centered on embracing a growth mindset, a theme of inspiring excellence, and encouraging teams and leaders to bring their best each day. In doing so, we create life-changing innovations that impact billions of lives around the world. You can help us achieve our mission.**

    In alignment with our Microsoft values, we are committed to cultivating an inclusive work environment for all employees to positively impact our culture every day.

    **Responsibilities**

    + As a Real estate portfolio manager, you will perform Lease Administration services with relation to lease obligations, support Microsoft and Lessors to remain in compliance per the terms of the lease, manage data and conduct analytics that enable data driven decisions, and execute processes, while working closely with key stakeholders to support Global Portfolio Management Operations.

    + This role will focus on day to day processes related to Lease Administration, being a key stakeholder in business rhythms and enabling relationships with internal and external stakeholders to support our delivery model and ensure compliance of our obligations across all of our global datacenter lease agreements.

    + Reviews and administers lease related documentation and processing of critical information as required for our portfolio management systems

    + Develops and implements procedures and systems that continually improve and streamline the operation and management of Global Portfolio Management

    + Enables innovative solutions using subject matter expertise, data, process and tools to deliver priorities

    + Project manages initiatives across multiple functions, with time bound and results oriented deliverables.

    + Influences without authority, removes barriers to success and creates pathways to achieve progress

    + Creates internal analytics and presentations that support lease administration operations & performance reviews

    + Collaborates with key stakeholders to drive clarity, generate energy, and deliver results

    + Tracking of all leases, contracts and associated documents tied to the lease, including amendments

    + Provide programmatic management and input for all lease compliance and risk matters with our strategic partnerships and our entire contract base.

    + Supports Lease administration of legal documentation as required by Global Portfolio Management team

    + Assists in the supervision of work and performance of vendor staff responsible for providing lease administration services for CO+I.

    + Conducts periodic meetings with internal and external stakeholders to review satisfaction with current programs and processes

    + Project manages initiatives while ensuring stakeholder alignment and desired outcomes are achieved

    + Operate as a Subject Matter Expert on Lease Administration tools and processes to drive consistency and standardization to our operations

    + Establish a results-oriented, data-driven programmatic approach to strategic asset management to develop improvements and efficiencies for our business

    + Embody our Culture (https://www.microsoft.com/en-us/about/corporate-values) & Values (https://www.microsoft.com/en-us/about/corporate-values)

    **Qualifications**

    **Required Qualifications:**

    + Bachelor's Degree in Business, Real Estate, Operations, Finance or related field AND 3+ years work experience in Lease Administration, Portfolio Management, or Asset Management.

    + OR 5+ years equivalent experience.

    + Experience in data analytics, process engineering and creation of executive quality presentations

    + Ability and evidence showcasing skill to collaborate cross functionally to drive results.

    **Other Requirements:**

    + Ability to meet Microsoft, customer and/or government security screening requirements are required for this role. These requirements include but are not limited to the following specialized security screenings: Microsoft Cloud Background Check: This position will be required to pass the Microsoft Cloud Background Check every two years thereafter.

    **Preferred Qualifications:**

    + Ability to work in a fast paced environment and independently while maintaining all deadlines and critical date obligations

    + 2+ years strategic sourcing, lease administration, supply chain management experience

    + Good ability to drive clarity, alignment and action using Microsoft Office tools

    + Experience with data center related program management, ERP, Real Estate databases and reporting, Contract Interpretation, Contract Analyst, management or lease administration background.

    + Well-spoken and good written communication skills nterpersonal skills along with Potential ability to communicate clearly, effectively and build trust with colleagues as well as Organization and the ability to anticipate the next steps for providing support.

    + Expertise in Office/Software Experience like Excel, Outlook, OneNote, PowerPoint, master data and inventory management tools (Tririga, Yardi, SAP, or Dynamics experience preferred, Sharepoint, Teams, and Power BI.

    Real Estate Portfolio Management IC4 - The typical base pay range for this role across the U.S. is USD $94,600 - $183,800 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $122,000 - $200,500 per year.

    Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: https://careers.microsoft.com/us/en/us-corporate-pay

    Microsoft will accept applications for the role until May 29, 2024.

    **\#Microsoft Data center#CO+I Team**

    Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations (https://careers.microsoft.com/v2/global/en/accessibility.html) .


    Employment Type

    Full Time

  • Real Estate Portfolio Manager
    Microsoft Corporation    Phoenix, AZ 85067
     Posted about 20 hours    

    Microsoft’s Datacenter Development Land Development Organization supports the development and delivery of our data center portfolio from site identification and selection through to design, construction and operation. The Microsoft Data Center development portfolio consists of complex, multi-disciplinary, large scale, multi-year data center construction and lease projects.

    Every company is looking to change how they use digital technology to fundamentally reimagine how they empower their employees, engage customers, optimize their operations and change the very core of their products and services. Microsoft is positioned to become the strategic digital transformation platform and partner of choice. Microsoft will reinvent productivity to empower every person and every organization on the planet to do more and achieve more. Microsoft is an active acquirer and has executed well over 100 acquisitions in the past 10 years, including Github, LinkedIn, Skype, Mojang (Minecraft) and most recently, Nuance.

    We are looking to hire Real Estate Portfolio Manager in being part of a motivated global portfolio team supporting a Data Center Portfolio in one of the world’s largest technology companies in the World. Our work underpins Microsoft Cloud Operations & Innovation team growth and expansion into new markets and diverse customer requirements.

    **Microsoft is on a mission to empower every person and every organization on the planet to achieve more. Our culture is centered on embracing a growth mindset, a theme of inspiring excellence, and encouraging teams and leaders to bring their best each day. In doing so, we create life-changing innovations that impact billions of lives around the world. You can help us achieve our mission.**

    In alignment with our Microsoft values, we are committed to cultivating an inclusive work environment for all employees to positively impact our culture every day.

    **Responsibilities**

    + As a Real estate portfolio manager, you will perform Lease Administration services with relation to lease obligations, support Microsoft and Lessors to remain in compliance per the terms of the lease, manage data and conduct analytics that enable data driven decisions, and execute processes, while working closely with key stakeholders to support Global Portfolio Management Operations.

    + This role will focus on day to day processes related to Lease Administration, being a key stakeholder in business rhythms and enabling relationships with internal and external stakeholders to support our delivery model and ensure compliance of our obligations across all of our global datacenter lease agreements.

    + Reviews and administers lease related documentation and processing of critical information as required for our portfolio management systems

    + Develops and implements procedures and systems that continually improve and streamline the operation and management of Global Portfolio Management

    + Enables innovative solutions using subject matter expertise, data, process and tools to deliver priorities

    + Project manages initiatives across multiple functions, with time bound and results oriented deliverables.

    + Influences without authority, removes barriers to success and creates pathways to achieve progress

    + Creates internal analytics and presentations that support lease administration operations & performance reviews

    + Collaborates with key stakeholders to drive clarity, generate energy, and deliver results

    + Tracking of all leases, contracts and associated documents tied to the lease, including amendments

    + Provide programmatic management and input for all lease compliance and risk matters with our strategic partnerships and our entire contract base.

    + Supports Lease administration of legal documentation as required by Global Portfolio Management team

    + Assists in the supervision of work and performance of vendor staff responsible for providing lease administration services for CO+I.

    + Conducts periodic meetings with internal and external stakeholders to review satisfaction with current programs and processes

    + Project manages initiatives while ensuring stakeholder alignment and desired outcomes are achieved

    + Operate as a Subject Matter Expert on Lease Administration tools and processes to drive consistency and standardization to our operations

    + Establish a results-oriented, data-driven programmatic approach to strategic asset management to develop improvements and efficiencies for our business

    + Embody our Culture (https://www.microsoft.com/en-us/about/corporate-values) & Values (https://www.microsoft.com/en-us/about/corporate-values)

    **Qualifications**

    **Required Qualifications:**

    + Bachelor's Degree in Business, Real Estate, Operations, Finance or related field AND 3+ years work experience in Lease Administration, Portfolio Management, or Asset Management.

    + OR 5+ years equivalent experience.

    + Experience in data analytics, process engineering and creation of executive quality presentations

    + Ability and evidence showcasing skill to collaborate cross functionally to drive results.

    **Other Requirements:**

    + Ability to meet Microsoft, customer and/or government security screening requirements are required for this role. These requirements include but are not limited to the following specialized security screenings: Microsoft Cloud Background Check: This position will be required to pass the Microsoft Cloud Background Check every two years thereafter.

    **Preferred Qualifications:**

    + Ability to work in a fast paced environment and independently while maintaining all deadlines and critical date obligations

    + 2+ years strategic sourcing, lease administration, supply chain management experience

    + An excellent ability to drive clarity, alignment and action using Microsoft Office tools

    + Experience with data center related program management, ERP, Real Estate databases and reporting, Contract Interpretation, Contract Analyst, management or lease administration background.

    + Well-spoken and good written communication skills nterpersonal skills along with Potential ability to communicate clearly, effectively and build trust with colleagues as well as Organization and the ability to anticipate the next steps for providing support.

    + Expertise in Office/Software Experience like Excel, Outlook, OneNote, PowerPoint, master data and inventory management tools (Tririga, Yardi, SAP, or Dynamics experience preferred, Sharepoint, Teams, and Power BI.

    Real Estate Portfolio Management IC4 - The typical base pay range for this role across the U.S. is USD $94,600 - $183,800 per year. There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $122,000 - $200,500 per year.

    Certain roles may be eligible for benefits and other compensation. Find additional benefits and pay information here: https://careers.microsoft.com/us/en/us-corporate-pay

    Microsoft will accept applications for the role until May 29, 2024.

    \#Microsoft Data center#CO+I Team

    Microsoft is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application process, read more about requesting accommodations (https://careers.microsoft.com/v2/global/en/accessibility.html) .


    Employment Type

    Full Time

  • Assistant Branch Manager Floating
    First Credit Union    Chandler, AZ 85225
     Posted 3 days    

    AZ CENTRAL TOP COMPANIES TO WORK FOR IN ARIZONA 2020, 2021, 2022, 2023!

    Do you have a passion for helping others? Do you enjoy making a difference? Do you want to work with awesome co-workers? If you answered yes we might be a good fit for you!

    We are proud of our history! Since 1929, we have been dedicated to delivering quality products and services that help our members achieve financial success. We've been committed to helping people do cool things like establish credit, finance their first car and even learn how to balance a checkbook for a really long time well, since 1929 anyway. How cool is that? Were proud that we are Arizona's FIRST credit union and were still as dedicated to delivering quality products and services to our members now as we were back then. Our commitment to creating a People Helping People culture is as strong as ever.

    We are looking for people who enjoy helping others, building relationships, crave a culture of mutual support and want to strengthen our team with their unique qualities. Become part of the First Credit Union team by applying for our Assistant Manager opportunity.

    Summary/Objective
    Responsible for assisting Branch Manager in guiding the branch staff by providing quality service to members, through sales and service of products with the expectation of meeting or exceeding branch and individual goals. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive manner that supports our FIRST values.

    Essential Functions
    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    Thorough knowledge of Credit Union products and services.
    Assist Branch Manager in maintaining a highly motivated, well-trained staff along with maintaining effective employee relations.
    Ability to problem solve within established policies and procedures, with the understanding and compliance of all state and federal regulations and laws.
    Experience in ensuring compliance with all governing regulations, especially Bank Secrecy Act requirements including: Currency Transaction Reports and monitoring and reporting as appropriate any suspected suspicious activity. Also, knowledge of Office of Foreign Asset control (OFAC) requirements.
    Monitor quality of service for members and ensure that employees are maximizing opportunities to sell products. Educate and refer beneficial products/services.
    Assist in managing the security and safety of the branch, by upholding security and safety policies and procedures. Educate/alert staff regarding practices.
    Represent and promote the Credit Union professionally and positively within the community.
    Ensure compliance, accuracy with all internal controls in alignment of established policies and procedures.
    Ability to handle confidential/sensitive information in a professional manner.
    Effectively communicate changes, issues, questions, updates, between staff, manager and solutions teams.
    Competencies

    Superb customer service orientation.
    Strong numeric ability.
    Accuracy and attention to detail.
    Computer proficiency.
    Stress management/composure.
    Good listening and communication skills.
    Honesty and integrity.
    Teamwork.
    Leadership and supervisory skills.
    Supervisory Responsibility
    This position is responsible for supervising branch staff, coaching as assigned by Branch Manager.

    Work Environment
    This job operates in a branch setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines. Physical presence in the branch setting is required.

    Physical Demands
    This position requires manual dexterity, the ability to lift and/or move up to 25 pounds. This position requires bending, stooping, or standing as necessary.

    Position Type/Expected Hours of Work
    Ability to work flexible schedule Monday through Friday.

    Travel
    Periodic travel to other FCU locations may be required.

    Qualifications
    Required Education and Experience

    High school diploma or equivalent. College graduate highly desirable.
    Three years related experience and/or training; or equivalent combination of education and experience.
    Preferred Education and Experience

    Previous cash handling experience.
    Previous experience with a credit union highly desirable.
    Additional Eligibility Qualifications

    Multi-lingual capabilities to include Spanish are a plus.
    Other Duties
    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.


    Seniority Level

    Some work experience (up to 5 years, non-manager)

    Industry

    Financial Services

    Employment Type

    Full Time

  • Mortgage Loan Originator
    D.R. Horton, Inc.    Scottsdale, AZ 85258
     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-Scottsdale*

    **Requisition ID:** *2401349*


    Employment Type

    Full Time

  • Branch Manager - Buckeye (AZ)
    Zions Bancorporation    Buckeye, AZ 85396
     Posted 4 days    

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

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

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

    Essential Functions:

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

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

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

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

    + Responsible for overall branch performance.

    Qualifications:

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

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

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

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

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

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

    Benefits:

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

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

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

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

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

    + Mental health benefits including coaching and therapy sessions.

    + Tuition Reimbursement for qualifying employees.

    + Employee Ambassador preferred banking products.

    Req ID: 064522

    Equal Opportunity Employer

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

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

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


    Employment Type

    Full Time

  • Account & Relationship Management Executive - Health (USA-Remote)
    Wolters Kluwer    Phoenix, AZ 85067
     Posted 4 days    

    The **Account & Relationship Management Executive** is responsible for building and maintaining effective long-term relationships and a high level of satisfaction with decision makers and influencers at an assigned group of customer accounts. Responsible for developing and implementing a comprehensive sales plan that includes new and existing sales strategies for large key accounts. This position will collaborate closely with the successful Ovid Sales Team to maintain and grow existing accounts, while also working independently to create new opportunity throughout the territory.

    **_**This position will be responsible for a 3-state territory includin_** **_g Florida, Alabama and the Caribbean T_** **_raveling to meet with customers throughout these states and working remotely from your home office_**

    **ESSENTIAL DUTIES**

    · Develop and maintain a sales pipeline of opportunities to achieve sales objectives via prospecting and account management.

    · Develop sales strategy for prospects and assigned accounts and successfully manage deals through the sales cycle.

    · Communicate with customers with regards to any account problems and discuss customer concerns and suggestions.

    · Negotiate service/product terms with customers in line with guidelines

    · Report suggestions to and develop solutions with sales, order processing, and customer support team.

    · May handle add-on sales for clients

    **JOB QUALIFICATIONS**

    **Education** : Bachelor’s Degree or equivalent relevant experience.

    **Required Experience**

    · ​3+ years working in Account Management or Sales, or other equivalent experience including:

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

    · Experience with Salesforce.com or other CRM.

    · Proficiency with MS Office; Word, Excel, PowerPoint and Outlook

    **Other Knowledge, Skills, and Abilities**

    · Knowledge of medical education or healthcare industries preferred.

    · Excellent communication (both written & oral) and presentation skills.

    · Ability to manage own territory/account and monitor resources accordingly.

    **Travel:**

    · Approximately 50% including air travel and overnight travel. Possibility of some minimal international travel for meetings.

    Read more here: https://www.wolterskluwer.com/en/solutions/ovid

    \#LI-Remote

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


    Employment Type

    Full Time

  • Account & Relationship Management Executive (AE)
    Wolters Kluwer    Phoenix, AZ 85067
     Posted 4 days    

    **Location** : Remote US

    The **Account & Relationship Management Executive (** Account Executive) for Wolters Kluwer (WK) Legal and Regulatory is responsible for prospecting new business in new customer accounts to support the execution of the Wolters Kluwer Legal & Regulatory sales strategy. You will be responsible for building and maintaining effective long-term relationships and ensuring a high level of satisfaction with your clients.

    **Essential Duties and Responsibilities**

    + Continuously seek new sales opportunities within assigned territory

    + Execute and finalize the sales process to meet revenue targets. Meet with potential clients face-to-face as required, via webcast, or phone; discussing, documenting and fully understanding client business needs and goals

    + Own and coordinate all sales activities

    + Build and maintain strong, long-lasting client relationships

    + Negotiate contracts and close agreements to maximize profits

    + Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponsors

    + Track and analyze sales statistics based on key quantitative metrics

    + Utilizes sales tech stack including Outreach.io, Chorus.ai, ZoomInfo, LinkedIn/LinkedIn Sales Navigator, etc. in daily sales & retention workflow

    + Maintains current records within SalesForce.com in accordance with company policies and expectations

    + Ability to network and expand network of contacts

    + Performs other duties as assigned by supervisor

    **Education:**

    + Bachelor's Degree in Business or related discipline or equivalent experience

    **Experience:**

    + Proven track record of exceeding sales targets

    + Networking and prospecting

    + Negotiating and influencing business decisions.

    + Closing skills

    + Demonstrated ability to take initiative, be proactive, and think independently, and anticipate needs related to future work.

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

    + Strong people skills, including the ability to partner both internally and externally

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

    + Demonstrated experience conveying value proposition to clients

    + Excellent presentation skills

    + Intermediate to advanced Microsoft Office Suite knowledge and experience (Word, Excel, PowerPoint, and Outlook).

    + Experience utilizing Customer Relationship Management software.

    **Other Knowledge, Skills, Abilities or Certifications:**

    + Previous experience with SalesForce.com – Preferred

    + Previous experience with Outreach.io – Preferred

    + Previous Account Management experience with a cloud based/SaaS solution - Preferred

    **Travel Requirements**

    + Some domestic travel required around 20-30% for conferences, team meetings or to visit prospects/customers.

    \#LI-Remote

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


    Employment Type

    Full Time

  • Branch Manager 2 - Kingman, AZ
    U.S. Bank    Kingman, AZ 86409
     Posted 4 days    

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

    **Job Description**

    Responsible for demonstrating and ensuring all team members provide an excellent customer experience reflective of U.S. Bank culture and core values. The primary duty of this role is to lead and manage branch(es) to ensure that goals are met and to ensure compliance with all banking laws and regulations. This role will regularly coach, develop, mentor and train team members and exercise discretion with independent judgement in performing necessary duties. Responsible for utilizing effective communication and critical thinking to identify financial resources for customers and fulfill those needs by providing direction and recommendations to appropriate products and services and helping individual and business customers reach their financial goals through collaboration with partners including wealth, business banking, mortgage, or payment services. Acts as leader for customer experience, provides motivation and direction for the team, expands customer base and promotes and participates in the local market/community to identify the needs and promote U.S. Bank products and services.

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

    **Basic Qualifications**

    - Bachelor’s degree, or equivalent work experience

    - One to two years of experience working in a sales, retail management, or banking environment

    **Preferred Skills/Experience**

    - Thorough product/service knowledge and thorough knowledge of regulatory, policy and compliance issues

    - Solid understanding of retail product philosophy, including policies, procedures, documentation, and systems

    - Thorough knowledge of teller and platform functions, including but not limited to processing transactions, balancing cash, opening accounts, and sales techniques

    - Effective analytical skills to evaluate credit requests, prepare budgets and determine trends in a given marketplace

    - Effective interpersonal communication, leadership, relationship management, time management, sales activities management, and sales ability skills

    - Ability to evaluate and resolve problems and issues with minimal guidance

    - Demonstrated success in retail sales environment

    - Working knowledge of employment practices including rewards and recognition, employee development, and change management

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

    **Benefits:**

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

    + Healthcare (medical, dental, vision)

    + Basic term and optional term life insurance

    + Short-term and long-term disability

    + Pregnancy disability and parental leave

    + 401(k) and employer-funded retirement plan

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

    + Up to 11 paid holiday opportunities

    + Adoption assistance

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

    **EEO is the Law**

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

    **E-Verify**

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

    The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $60,265.00 - $70,900.00 - $77,990.00

    Job postings typically remain open for approximately 20 days of the posting date listed above, however the job posting may be closed earlier should it be determined the position is no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes investigations, remain open for approximately 5 days of the posting listed date.


    Employment Type

    Full Time


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