Administrative Assistant/Appointment Setter
Harrisburg, PA Job
This Is the Role You've Been Waiting For-If You're the Right Fit, Don't Let It Slip Away
You're sharp. You're organized. You like helping people. You
want
to be the person others rely on to make things happen. You're looking for more than just a job-you want a role that matters, where every call you make and every appointment you schedule moves lives forward.
This isn't your average admin job. This is your chance to become the heartbeat of a growing financial advisory firm-
the
person who keeps things moving, connects with clients, and helps people take real steps toward financial freedom.
If this sounds like you, keep reading-because this may be the one role you were meant for.
What You'll Be Doing Every Day (and Loving It):
Making
warm, friendly calls
to people who want help-confirming appointments, answering questions, and guiding them toward a better financial future.
Running the front desk like a pro-welcoming guests, preparing meeting rooms, managing the calendar, and keeping the office running smoothly.
Coordinating client workshops and events-keeping registrations on track, prepping materials, and ensuring every detail is dialed in.
Supporting the team by doing what you do best-getting things done and making everyone's day a little easier.
You Might Be the Perfect Fit If:
You love helping people and making them feel heard, valued, and comfortable.
You're organized, detail-obsessed, and always two steps ahead.
You're confident on the phone and can connect with people easily.
You take pride in showing up, getting things done, and doing them well.
You're looking for a role with structure, meaning, and room to grow.
What You Need to Bring:
2+ years of administrative or client-facing experience
Strong communication and scheduling skills (phone, email, CRM systems)
Confidence in Microsoft Office (Word, Excel, Outlook)
A friendly, focused, high-energy mindset
Bonus Points If You Have:
Experience in financial services or professional client environments
Event coordination or workshop support experience
Familiarity with appointment-setting systems
This isn't just a job. This is your next chapter. The one where you help change lives-and build a career you love.
Apply Now!
Sales Representative
Pittsburgh, PA Job
Kickstart Your Sales Career with Us!
Are you eager to launch a career in sales? Do you have a strong work ethic and a desire to learn? If you're motivated, coachable, and ready to grow, we want YOU to join our dynamic team!
What We Offer:
Competitive base salary + commission - earn while you learn!
Comprehensive PAID training and hands-on mentorship to develop your sales skills.
Clear career growth path - opportunities for promotion and advancement.
A supportive and energetic team environment.
Performance-based incentives, bonuses, and rewards.
Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off.
What We're Looking For:
No prior sales experience required - just enthusiasm and a willingness to learn!
Excellent communication skills and a positive attitude.
Self-motivated and goal-driven mindset.
Why Join Us?
This is your chance to break into sales with a company that invests in your success. If you're looking for a rewarding career path with unlimited earning potential, apply today and take the first step toward a thriving sales career!
Ready to start your journey? Apply now!
Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristics protected by law. NMLS# 58775
Surface Fueler - Driver
Pittsburgh, PA Job
ABOUT THE COMPANY:
Guttman Holdings, Inc. is a 100% employee-owned energy Company and the parent organization of Guttman Energy, Guttman Renewables, and Source One Transportation.
Those three entities united to form Guttman Holdings on November 30, 2022, under an Employee Stock Ownership Plan (ESOP). Since then, each entity has maintained their individual name and operations while collectively focusing on continued growth and success.
The Guttman businesses operate in the refined petroleum products market, providing customized fueling solutions for industrial, commercial, retail, governmental, and transportation operations across the eastern United States.
Guttman Holdings prioritizes safety, service, and respect for our fellow employee owners, customers, vendors, and the communities where we operate and serve. Those principles combined with our Core Values: respect, lead, collaborate, serve, and solve shape our culture and guide our daily operations.
POSITION SUMMARY:
The Surface Fueler must be able to safely operate a heavy-duty pickup truck in order to pick-up and deliver petroleum products to commercial customers. This individual must be able to complete necessary paperwork for both the customer and truck manifest in accordance with state and federal regulations. This person must comply with all Source One's policies and procedures and health & safety policies in order to satisfy customer needs in a safe manner.
ESSENTIAL FUNCTIONS OF THE JOB:
1. Safe handling of all hazardous materials on delivery vehicle
Load and dispense all products from delivery truck
Filling multiple small capacity tanks on location, ranging from 1 gallon capacity to 2,000 gallon capacity.
Manage multiple deliveries to the same location, and multiple locations on the same route.
Calculate compartment sizes and fuel loaded to assure compartments are not overfilled
Load multiple products into different compartments and calculate balances after each delivery
Read tank site gauges to assure customer tanks are not overfilled; adhering to the industry standard in filling the tank to 90% of capacity or less to prevent spills.
2. Safe operation of delivery truck
Complete pre-trip and post trip maintenance reports to assure proper operations of the vehicle; report all maintenance concerns to Source One management in a timely manner.
Drive vehicle in a safe manner according to all city, state, federal laws, and in accordance with Smith System safe driving principles.
Drive a delivery truck into customer sites including well pads, construction sites, private businesses, and industrial yards without causing damage to truck or property
Operate all pumps and hoses without spilling product
3. Efficiently manage a delivery route
Follow routing developed by Source One logistics coordinators to ensure efficient utilization of the truck and customers delivery windows are met.
Be knowledgeable of both rural and city roads in metropolitan area; operating the tank wagon on approved DOT roadways and bonded roadways when delivering well sites.
Able to read state, city and county maps or follow GPS directions to locate delivery locations
4. Awareness of safe working conditions
Ability to work safely in a labor intensive environment with manual fueling operations.
Climbing customer tank ladders, stairs, and catwalks without incident.
Climbing on top of customers equipment (earthmoving equipment, loaders, backhoes, etc.)
Walking on uneven ground at construction sites
Pulling hoses from the truck to the customers tank, then rewinding the hose back to the truck
5. Load product at supplier terminals
Meet safety standards at loading terminals
Meet supplier's qualifications to load product at rack
MINIMUM QUALIFICATIONS/REQUIREMENTS:
High school diploma or GED required.
CETP training on basic delivery procedures required.
Must pass, drug screen, and background check.
At least 18 years of age.
Note: The above statements are intended to describe the general nature and level of work being performed by people assigned this job. They are not exhaustive lists of all duties, responsibilities, knowledge, skills, abilities and working conditions associated with the job.
EEOC STATEMENT:
Source One is committed to a policy of equal employment opportunity for all individuals and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related medical conditions, sexual orientation, gender and gender identity), genetic information, ancestry, national origin, age, physical or mental disability, veteran status, marital status, or any other classification, as protected by federal, state or local law. Equal employment opportunity extends to all personnel practices.
Treasury Services Support Specialist
Malvern, PA Job
Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing Lender
Position summary: Responsible for performing various duties to support the Treasury Services Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information.
Qualifications required:
Bachelor's degree in Finance or related field; or equivalent work experience
Ability to work in a team environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
Assist in opening new accounts for corporate customers
Assist with onboarding of cash management services for new and current customers
Field calls from customers with issues and resolve (working with operations as necessary)
Collect and analyze customer and prospect deposit and merchant account statements
Cross sell cash management products while assisting in onboarding and customer service
Assist with preparing treasury services (including RFP's) proposals and presentations
Assist with new Cash Management /Treasury Services product development
Assist with creating and maintaining monthly cash management reports
Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned
Success factors/job competencies:
Organizational and time management skills
Ability to work with little or no supervision
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seeks coaching
Application Access:
Jack Henry - Silverlake (Same menus as Jason Rose)
Synergy Reporting
SmartPay (Profitstars) (Same menus as Jason Rose
Physical demands, work environment, and location:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment:
The noise level in this environment is minimal.
Location:
Various Meridian Bank locations as assigned.
Meridian Bank is An Equal Opportunity Employer
Portfolio Manager Commercial and Industrial
Philadelphia, PA Job
Portfolio Manager C&I
The Commercial and Industrial (C&I) Portfolio Manager assists the relationship managers with the underwriting of credit and the ongoing administration of loan portfolios to ensure that the Bank maintains high credit quality and to provide more time for the relationship managers to generate new business opportunities.
Primary Functions of the Position:
Underwrites requests for credit extensions to new and existing clients
Performs detailed financial analysis primarily for Commercial & Industrial lending opportunities
Prepares the following for presentation to Senior Loan Committee by the relationship managers:
Credit Approval Requests (CAR)
Modifications
Covenant Waivers / Amendments
Periodic Reviews
Manages / monitors assigned portfolio for:
Borrower Credit Trend
Accurate and Timely Risk Rating
Required Financial Reporting
Covenant Compliance
Borrowing Base Availability
Payment Delinquencies
Overdrafts
Ensures compliance with the Bank's credit policies and procedures, identifying exceptions for approval when they occur
Ensures the initial set-up of credit facilities on Baker Hill and other internal systems is consistent with the reporting requirements contained in the loan documents
Prepares periodic financial reviews where required
Ensures the timely spreading of interim and annual financial statements provided by clients
Accompanies the relationship manager on prospect / client calls when appropriate
Education and Experience Requirements:
Bachelor's Degree in Accounting, Finance, or related field; MBA preferred
Minimum 5 years of credit analysis and underwriting experience
Completion of bank commercial credit training program
Essential Skills and Abilities:
Demonstrated knowledge of accounting theory and its practical application in the credit underwriting process
Knowledge of underwriting treasury management products preferred
Strong analytical skills including the ability to read and assess individual and company financial statements, cash flow, industry, competition and projections
Excellent organizational skills, attention to detail, and the ability to work in a fast-paced environment and complete assignments in a timely manner with minimal direction
Strong written and verbal communication skills
Strong presentation skills
Ability to work independently and within a team
Proficient in various spreadsheet applications, including the use of graphs, charts and Moody's financial analysis software
Loan Originator
Franklin Park, PA Job
RESIDENTIAL LOAN ORIGINATOR (COMMISSIONED) - Wexford Area - This job requires a thorough knowledge of current lending regulations and the features/benefits of all bank loan products and services; knowledge of bank operating policies/procedures impacting loan services and sales skills. B.S. or B.A. degree in a related field or equivalent lending knowledge and a minimum of two years' related experience required. Valid driver's license required.
Washington Financial offers a very competitive compensation and benefits package which includes paid time off and holidays; affordable group benefits (medical, dental, vision); a 401(k) plan; and employee discounts on products and services. Apply online at **************** and attach a resume to the application, or by mail to 190 N. Main Street, 4
th
Floor, Washington.
Equal Opportunity Employer
Floating Sales and Service Representative
Blue Bell, PA Job
Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing Lender
Position summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service. This position will assist our Blue Bell and Doylestown branch locations.
Qualifications required:
Associate's degree in Finance or related field; or equivalent work experience
1-3 years related banking experience or an equivalent combination of education and experience
Ability to work in a team environment
Previous sales and customer service experience in a retail banking environment
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Prior cash handling experience
Ability to work all hours the branch is open
Essential functions and responsibilities:
Valid Drivers License
Responsible for providing coverage to any of the retail branch locations when needed
Ability to adapt to each branch locations policies, procedures and day to day needs
Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems
Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards
Engages in outbound calling efforts to establish new business
Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales
Demonstrates strong product knowledge and cross-selling aptitude
Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks
Has a working knowledge of all compliance regulations and bank policies and procedures
Must be capable of developing relationships with customers/prospects and be creative in solving problems
Participates in community events in conjunction with Bank sponsorships, marketing, and networking
Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place
Communicates with management and coworkers in order to integrate goals and activities
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Other duties as assigned
Success factors/job competencies:
Organizational and time management skills
Ability to work with little or no supervision
Excellent interpersonal and communication skills
Timely and regular attendance
Completes work in a timely manner
Actively seeks coaching
Application Access:
Jack Henry
Physical demands, work environment, and location:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment:
The noise level in this environment is minimal.
Location:
Various Meridian Bank locations as assigned.
Meridian is An Equal Opportunity Employer
Partner - Litigation
Philadelphia, PA Job
SNI Legal has been engaged to fill a Partner position for an industry leading Defense firm in their Greater Philadelphia office. This position requires high motivation, flexibility, and initiative, with the ability to manage a litigation caseload from inception through appeal. This comes with a good compensation and benefits package as well as an annual bonus.
Partner - General Litigation
8+ years in general litigation
Strong appellate advocacy and trial experience preferred
Possess strong research, writing and oral advocacy skills
Must be licensed in the state of Pennsylvania (Admission to NY, NJ, or CT is a plus)
The need is immediate - Interested and qualified individuals please email me your resume:
Conor Haddock
******************************
Organizational Development Specialist
Lancaster, PA Job
Why Choose RKL?
RKL offers a comprehensive benefits package for full-time team members, including:
Full medical, dental, and vision coverage
Hybrid work scheduling and a commitment to work life balance
Investment and complete buy-in to your career progress, through trainings, mentorships and advancement
Tuition reimbursement
401(k) match
Who We Are and What We Do
We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.
RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.
About the Position
The Organizational Development Specialist's core responsibility is to lead efforts that enhance effectiveness within RKL. The Organizational Development Specialist supports the organization through initiatives such as performance management, talent development, technical training, change management and career support. This includes conducting needs analysis, analyzing data to determine appropriate strategies, developing and implementing strategies and evaluating impact. Other duties for this Organizational Development Specialist will include:
Develop and implement onboarding and development plans that provide an unparalleled experience for new hires
Coordinate, facilitate and support programs and activities related to enhancing engagement and satisfaction with new and existing team members through initiatives such as orientations, training events, and development activities both in person and virtual.
Support engagement and DEIB initiatives such as book clubs, and serve as an active member on resource group committees to create a more inclusive and equitable workplace
Manage program logistics, communication and building courses in the Learning Management System (LMS), registering users for classes, uploading materials and managing the content review process.
Drives technology competency development by incorporating best practices and emerging technologies for instructional design, performance support and program development.
Designing and implementing a variety of developmental initiatives, action plans, programs and training materials.
Support the design and leading of interventions to increase team member and organizational effectiveness while measuring the impact of the interventions on team member performance, efficiency, retention and engagement.
Facilitates team building and group process strategies to support team and organizational effectiveness.
Analyze information obtained through surveys and other feedback mechanisms to identify strengths and areas of improvement
Identify facilitators for managed programs and courses, coordinate scheduling, and send communication, materials, and preparation instructions to each facilitator.
Other duties as assigned
This position prefers a candidate with a Bachelor's degree in Adult Learning, Human Resources Management, Organizational Development, Education, Industrial Psychology or related discipline. 3 plus years of experience within a Learning and Performance (CPLP) preferred.
If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here! For more information regarding our open position and the services we provide, visit our website at ********************************
RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
Financial Representative - Employee Benefits
Pennsylvania Job
Mount Joy, PA
Build trust with clients through professional competency and empathy
Design benefits packages for the employees of small to mid-sized businesses
Maintain knowledge of benefits, industry trends, and carrier's products & services
Educate & advise clients on all compliance topics, including ERISA, COBRA, FMLA, 5500s, and Health Care Reform
Deliver educational presentations to companies, community organizations, and other potential clients on issues related to employee benefits and Medicare supplement plans
Meet with new and potential clients in person and video conference to develop relationships and offer solutions
For over 75 years, Everence Financial has been helping people be good stewards of their financial resources in a way that aligns with their faith values. As part of our team of Financial Representatives, you will serve as a strategic resource for small businesses designing their benefits package. If you have previous financial, sales, benefits, or insurance experience in the B2B space, please consider joining our team. As a faith-based employer, Everence Financial values our team and strives to provide a caring and human-focused work environment.
Our Ideal Financial Representative:
Experience: A college degree and previous B2B sales experience in the employee benefits space are preferred.
Licensing: You must have a PA Life & Health Insurance license before starting or be willing to obtain one before the start date. Also willing to complete continuing education credits and compliance requirements to maintain your license.
Software/Technology Skills: Proficient with Windows-based software, Microsoft Office Suite, and CRM software, and familiar with benefits admin systems.
Excellent Communication & Interpersonal Skills: Respectful, diplomatic, & professional in your interactions with others. Able to explain complex financial concepts in an easily understood manner.
Proactive: Self-discipline and demanding of yourself; a self-starter who is energetic and enthusiastic toward phone work in a fast-paced environment.
Problem-Solver: Someone who isn't afraid to ask for help but isn't helpless; takes the initiative to find answers and cultivates a continuous improvement mindset.
Service-oriented: Motivated to build long-term relationships with clients, uncovering their needs, and finding solutions.
What We Offer Our Financial Representative:
Competitive Pay - DOE
Bonus opportunities
Growth Opportunities
Health, Dental, & Vision Benefits
PTO & Paid holidays
Generous retirement plan
Short-Term Disability Insurance
Life Insurance
Profit Sharing
Industry-specific training provided
Paid identity theft protection provided
Flexibility when dealing with family issues (sick child, snow days, etc.)
A company that offers a caring, human-focused work environment
To Apply
If you have experience with B2B sales, insurance services, or employee benefits, please submit your resume via this job ad to be considered for our Financial Representative position.
By submitting this application, you agree to receive recurring informational text messages (e.g., appointment alerts), which may be automated, to the mobile number used at opt-in from Team Builder Recruiting, LLC. Msg frequency may vary. Msg & data rates may apply. Reply HELP for help and STOP to cancel. See Terms and Conditions & Privacy Policy.
Direct Lending Summer Intern
Radnor, PA Job
CIFC Direct Lending is a leading middle market direct lending firm headquartered in Radnor, Pennsylvania, with over 60 dedicated professionals and offices in 5 US cities. The firm is a subsidiary of CIFC LLC (“CIFC”) a $38 billion global credit specialist offering investment solutions across CLO's and corporate credit, structured and opportunistic credit strategies, employing more than 185 professionals in the US and Europe.
Job Description - Summer Private Credit Analyst
CIFC Direct Lending is seeking highly motivated rising seniors for its summer 2026 internship program. During the 10-week program, interns will gain exposure to a variety of key functions including new investment research, portfolio management, and investor relations.
Responsibilities:
Evaluate private investment opportunities, including senior debt, mezzanine, and equity investments.
Assist in new investment due diligence including company analysis, financial analysis, three statement financial modeling, and industry research.
Interact with middle market company management teams, private equity sponsors, and present diligence findings to internal senior leadership.
Work with portfolio management to track and monitor existing investments. Perform analysis of financial and operating trends, key performance metrics, and industry trends.
Support the preparation of investor presentations and research projects related to investor relations.
Complete various other special projects on an ad hoc basis.
General Qualifications / Requirements:
The ideal candidate for this position will have the ability to multitask and meet deadlines, high attention to detail, strong presentation, interpersonal and communication skills (written and verbal), genuine interest in investing in and analyzing different industries, high-level of self-drive and strong work ethic, excellent analytical and technical skills, ability to work in a fast-moving team environment, and willingness to learn and be coached
Proficient with MS Excel, Word and PowerPoint
Accounting or corporate finance experience, completion of a financial modeling course, or involvement in a school sponsored investment fund club considered a plus
Previous internship in leveraged finance, commercial banking, private equity, investment banking, accounting, or valuation consulting considered a plus
Exposure to CapIQ and Bloomberg considered a plus
Minimum GPA of 3.5
Proposal Manager, LNG Modularization
Allentown, PA Job
Join a team recognized for leadership, innovation and diversity
As a Proposal Manager here at Honeywell, you will lead solutions for new capital project opportunities using Honeywell' leading LNG Technology and Equipment globally, while meeting or exceeding the commercial and customer requirements. This includes assisting the Commercial Manager with setting sales and pricing strategies, understanding the market conditions as well as the specific customer requirements, defining the execution strategy and schedule, and managing proposal cost budgets. This role is the focal point for developing the project scope and coordinating with team members to plan and execute all phases of the proposal development. In this role you will work with the full engineering team as well as operations, the commercial and product teams, and all corporate functions to develop global LNG opportunities using our newly developed products. The Proposal Manager will be responsible for developing multiple, simultaneous opportunities ranging from $10 million to $100+ million, total installed cost.
Principal Accountabilities:
Own the bid and proposal work process by preparing technical proposals, estimates, and feasibility studies within the agreed schedule and level of effort, ensuring that the proposal offers the best value proposition consistent with commercial objectives. Identify and communicate all key commercial, technical, and execution risks and issues for proposals. Manage proposal and engineering study budgets.
Lead and encourage the proposal team members effectively by communicating and focusing the team on the correct priorities and cultivates a team environment that encourages creativity, innovation, and drives value engineering.
Lead the team in reviewing customers' specifications and proposed contractual terms, discuss Honeywell' capabilities with customers, and assist in contract negotiations, working directly with customers and partners to align on optimal scope splits and technical solutions.
Manage execution of engineering study agreements to ensure all contractual requirements are met.
After contract award, facilitate a successful transition to the execution team and continue to evaluate ideas to improve profitability. During execution, continue providing support to further define scope, estimate costs, and evaluate risks of all changes to the project baseline.
Support Product Development work and continuous improvement of Honeywell' offerings. Acquire and analyze cost and other project performance findings from ongoing projects to improve future proposals.
Maintain and develop tools needed for functional excellence.
LNG opportunities are global; ~20% travel is expected.
Qualifications:
Experience in modularization strategy and cost estimation, project development engineering and technical proposal development, and project execution is strongly preferred
Outstanding written and verbal communication skills, demonstrating the ability to lead meetings and convey information appropriate for all levels of the organization including senior management
Excellent interpersonal and influential skills, demonstrating accountability and ownership, as well as the desire to mentor and share expertise
Strong analytical and problem-solving skills, taking initiative with a positive attitude
Candidate should have established proficiency in leading multifunctional and diverse teams, with proven track record for promoting teamwork and collaboration
Experience in related technology field is beneficial
We Value:
Bachelor's degree in mechanical, Civil/Structural, Chemical, Process or Construction Engineering
ADDITIONAL INFORMATION
Job ID: HRD255507
Job Function: Business Management
Relocation Tier: Tier 2
Security Clearance:
Aviation Authority (FAA for US):
Band: 04
Referral Bonus: 1,500.00
Requisition Type: Standard Requisition
US Citizenship:
FLSA Statement:
FLSA CODE: Exempt
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
Loan Acquisition Specialist
Allentown, PA Job
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
AWS Data Engineer
Erie, PA Job
Skill: AWS Data Engineer
AWS Data engineer, Extensive experience with AWS services: EMR, S3, Redshift, Glue, Lambda, Step Functions, DynamoDB, RDS, Athena, Event Bridge, API Gateway, and SNS.
Strong background in AWS Glue and data pipeline orchestration.
Experience in Python and Pyspark.
Proficiency in DevOps concepts, with hands-on experience in CI/CD pipelines, Docker, and Terraform.
Excellent understanding of data lake, data warehouse, and data lake house concepts.
Optimize the code based on performance issue.
Understanding of security best practices for cloud data solutions, including IAM roles and policies.
Insight Equity Group - Equity Analyst
King of Prussia, PA Job
Job Statement
Sterling Capital Management LLC is a registered investment adviser founded in 1970. Sterling is headquartered in Charlotte, NC with offices in Raleigh, NC, King of Prussia, PA, San Francisco, CA, and Virginia Beach, VA. As of September 30, 2024, Sterling has over $76 Billion in assets under management and assets under advisement overseen by 181 investment and client service professionals. Sterling provides investment management services to a diversified group of clients, including corporate, public, healthcare, private clients, endowment/ foundation, insurance, sub-advisory, and managed investment pools in 40 states and 9 countries worldwide.
The Insight Equity Group within Sterling Capital Management LLC seeks an equity analyst to be based in our King of Prussia, Pennsylvania office. The analyst's primary responsibilities will be in support of the team's Small Cap Value, Mid Cap Value, and Real Estate products. A successful candidate would face a broad array of duties and assignments, including, but not limited to: universe screening, analyzing company fundamentals on new investment ideas and current holdings, proposing new investment ideas, maintaining various spreadsheets and databases, authoring commentaries for client communications, supporting product specialist teams and fulfilling other value-added administrative tasks.
Essential Duties and Responsibilities
The following is a summary of essential job functions. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time:
Construct financial models and analysis on subject companies
Analyze and understand company fundamentals through various data resources
Interview company management and industry contacts via virtual and in-person meetings
Prepare written reports on companies under coverage
Recommend securities to be included into client portfolios
Review and provide feedback on other analysts' and portfolio manager investment recommendations
Effectively communicate with clients and consultants regarding Sterling's investment management process
Maintain and run the team's quantitative investment screen
Skills/Experience Requirements
Fundamental bottom-up research and analysis and delivering recommendations (orally and in writing) in an organized, concise, and impactful manner
Exchanging ideas in a team setting among peers, and defending the investment merits of recommended ideas
Independent thought, primary research, and fact-based analysis
Writing experience used to assist team with quarterly commentaries and individual securities write-ups
Ability to travel as needed to research conferences and/or client meetings
A desire for a long-term career as a buy-side analyst
Required Qualifications
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
2+ years of professional equity analysis experience
Bachelor's degree
Thorough knowledge of equity securities and their attributes, generalist or industry-specific
High level of technological competence
Strong communications skills
Advanced financial modeling capabilities
Demonstrated proficiency in basic computer applications such as: Microsoft Office Software products, Factset and/or Bloomberg
Ability to travel, occasionally overnight
Preferred Qualifications
CFA designation, or progress toward CFA designation
MBA
Compensation
Commensurate with experience
Private Client Associate
Malvern, PA Job
Meridian Wealth Partners, a subsidiary of Meridian Bank, is a team of wealth advisors serving the financial needs of entrepreneurs, businesses, and individuals. As a growing firm focused on its community, Meridian Wealth Partners delivers personalized wealth planning through its Progression of Wealth process.
Meridian Wealth Partners offers opportunities for those wishing to start or continue a career in an entrepreneurial environment, working in a collegial atmosphere to bring unrivaled service to its clients.
What we Value
At Meridian Wealth Partners, we foster a culture of innovation, collaboration, and excellence. Our team is dedicated to continuous learning and professional development, ensuring that we stay at the forefront of the wealth management industry.
We believe in giving back to the communities we serve and encourage our employees to participate in community service and volunteer activities. Our core values-Our Partners, Our People, Our Bank, and Our Communities-guide everything we do, from our client interactions to our internal teamwork.
We strive to create a supportive and dynamic work environment where employees can thrive both personally and professionally.
Position summary: The Private Client Associate engages with our clients and supports the planning and advisory team that delivers comprehensive financial plans and wealth management solutions. The Private Client Associate will assist in managing client relationships, work in a collaborative team environment, and contribute to the success of the Meridian Wealth Partners business. The Private Client Associate will deliver exceptional service.
Qualifications required:
Bachelor's degree in Business or related field; or an equivalent combination of education and work experience
Strong computer skills (MS Office, etc.)
High degree of attention to detail and ability to multitask
Essential functions and responsibilities:
Engages with clients responding to inquiries and supporting advisors and planners in delivering quality customer experience. Is the direct liaison for all client related inquires; first point of contact for clients
Collaborating with the team to resolve customer service issues
Adheres to securities and investment advisor regulatory compliance obligations
Generates, prepares and maintains internal client files / accounts; including but not limited to paperwork needs; file structure and investment implementation
Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities
Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the workplace
Communicates and coordinates with teammates within Meridian Wealth Partners and Meridian Bank to achieve goals and objectives of the organization.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc.
Must obtain current certifications and licenses as deemed necessary
Valid driver's license
Other duties as assigned
Success factors/job competencies:
Strong social skills and ability to deliver personalized service to clients
Strong problem solving and analytical skills
Maintain composure under stress
Strong organizational and time management skills
Relationship management skills and ability to interface confidently with associates of all levels, including senior executives, business unit and department heads
Thrive in a collaborative team environment
Application Access:
Customer Relationship Management
3rd Party Custodian Application
Financial Planning Software
Investment / Portfolio Applications
Microsoft applications
Physical demands, work environment and location:
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment.
Work environment:
The noise level in this environment is minimal.
Location:
Various Meridian Wealth Partners location(s) as assigned including but not limited to the following job-related travel requirements: Customer/Client locations, work events, charity events, loan closings and site visits, etc.
Meridian is an Equal Opportunity Employer.
Inside Sales Representative
Pittsburgh, PA Job
The Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices. Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank's securities-based lending products. Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals.
Primary Functions of the Position
:Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors) Coordinate / schedule meetings and/or calls with financial advisors / staff to provide relationship management support services and assist with initial loan application completion.
Meet all KPIs outlined for the team, which promote the overall growth of the territory. Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits.
Present all TriState's product offerings to our clients, to help them understand how we complement their business.
Develop, implement, and maintain a drip marketing strategy to stay “Top of Mind” for lending opportunities in the region.
Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field.
Education and Experience Requirements:
Bachelor's Degree in a Finance-related discipline.
1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals.
Experience with a CRM platform such as Salesforce.
Experience working in a relationship driven line of business.
Experience working with high-net-worth clients and top-producing advisors / agents is a plus.
Essential Skills and Abilities:
Excellent communication and interpersonal skills.
General knowledge of insurance, banking, lending, and financial marketplace a plus.
Strong prospecting and customer services skills.
Ability to use independent judgement and critical thinking.
Proficient in MS Office, specifically Excel and Word.
Entrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives.
Creativity: Develops innovative ways to demonstrate to our client's best practices in implementing Tristate strategies and help them identify investment opportunities.
Competitiveness: Motivated by being in a professionally competitive atmosphere.
Curiosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals.
Ethical: Unwavering commitment to doing what is right for the client and for the company.
Director of Credit
Pittsburgh, PA Job
Bridgeway Capital is a mission-driven lender, a nonprofit alternative to banks that lends to small businesses, nonprofits, and real estate projects that have a positive community impact. As a Community Development Financial Institution (CDFI), Bridgeway is certified by the U.S. Treasury. Since 1990, Bridgeway has invested more than $300 million in communities across the region, with more than 90% of the funding provided to low-income communities. As a social impact investor, Bridgeway focuses on equitable economic growth in underserved areas by providing impact-driven lending and programs to grow businesses and revitalize places. For more information, visit ************************
Job Summary and Personal Profile
Reporting to the Chief Impact Investment Officer, Bridgeway Capital seeks a Director of Credit to oversee and implement the credit and underwriting standards that support the organization's lending activities. The Director of Credit must be experienced in leading and supervising a team of credit analysts and underwriters, managing the credit approval process and underwriting for all loan products, leading the responsibility of credit risk management, and in drafting policies and procedures to support and manage the activities of the department.
Job responsibilities
Manage a four-person team of credit analysts, including providing leadership, training, and proper orientation to ensure that credit and underwriting standards are communicated and maintained by the team.
Manage the credit function of the organization, including the development and implementation of policy, procedures, and activities.
Manage complex borrower relationships and maintain a dialogue with customers through written communication, telephone contact, and project/business site visits when appropriate as it relates to underwriting and credit management activities.
Collaborate closely with the lending team to review loan applications for feasibility, structure, and compliance with policies and procedures.
Assess and monitor the credit risk profile of each loan product and individual loans within the portfolios.
Monitor and ensure loan portfolio compliance with credit policy, investor covenants, and program requires.
Review and approve or decline all loans and transactions within delegated authority.
Present loan requests requiring the approval of the Bridgeway Capital Board of Directors to the Board and its delegated committees and provide updates to credit risk management.
Familiarity with Current Expected Credit Losses (CECL) accounting standards.
Oversee the annual credit review process for portfolio loans, and evaluate credit standards, risk ratings, and overall risk on individual credits and overall portfolio metrics.
Incorporate Bridgeway's core values effectively into internal processes and external engagements and relationships.
Qualifications and Experience
Demonstrated knowledge of loan and portfolio credit and underwriting standards.
Experience developing and applying credit policy to manage workflow and assess risk.
Competent knowledge of business lending and portfolio management roles, responsibilities, and analytics.
Familiarity with banking and finance, and ability to evaluate businesses financial statements and reports, including real estate transactions.
Superior communication and customer service skills and an ability to adapt to a wide variety of audiences, including clients, supervisors, peers, and external partners.
Supervisory experience preferred.
Self-starter motivated by achieving production goals.
Business Transformation Specialist
Exton, PA Job
The Business Transformation Specialist serves a vital role in supporting the Business Transformation Program Director by coordinating projects within the Transformation Office (TMO). This involves communicating project information to stakeholders, identifying new requirements, soliciting feedback from customers and employees, and analyzing metrics and capture rates and drafting charters in support.
The Business Transformation Specialist also reviews and edits project deliverables, observing existing project practices to propose efficiency improvements under the Business Transformation Program Director's guidance, and ensuring effective project planning and organization.
Responsibilities
Work closely with department heads, project managers, and other stakeholders to gather requirements for transformation projects.
Facilitate workshops, interviews, and surveys to understand the needs of various teams and departments.
Translate business needs into detailed specifications for system or process changes.
Establish strong relationships with sales force and select operations managers for seamless inter-departmental communication.
Utilize data analytics tools to gather insights into customer behavior, product performance, and market trends, using this data to inform decision-making processes.
Contribute to client retention and acquisition efforts, strengthening the Company's relationships with existing and potential clients.
Identify opportunities for procedural improvements through analysis of current operational methods.
Identify and secure requirements for the business analytics department to support data-driven decision-making.
Various tasks, projects and responsibilities as assigned.
Qualifications and Education Requirements
Bachelor's degree in Business Administration, Finance, Information Systems, or a related field.
2+ years of experience in business analysis, project management, or related roles.
An analytical mind with strong attention to detail.
Knowledge of data analysis, inventory management software, and forecasting techniques.
Highly organized and detail-oriented with a passion for ensuring projects proceed.
Ability and desire to work collaboratively and independently to ensure successful project execution.
Working knowledge of necessary industry-related tools.
Strong interpersonal skills and extreme resourcefulness.
Proven ability to complete projects according to outlined scope, budget, and timeline.
Experience in industries such as finance, technology, healthcare, or consulting is often advantageous.
Experience seeing projects through the full life cycle.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Credit Risk Management- Sr. Analyst
Exton, PA Job
Citadel is seeking a highly motivated and experienced Credit Analyst to join our Credit Review team. This is an exciting opportunity to be part of a newly established Credit Review function, playing a crucial role in the second line of defense. The Credit Analyst will be responsible for independently assessing credit risk associated with various loan products and financial transactions, including loans, credit facilities, and investment portfolios. The individual will work closely with internal stakeholders to ensure that risk is appropriately identified, analyzed, and mitigated. The ideal candidate will have a deep understanding of financial markets, credit risk methodologies, and strong analytical skills.
Responsibilities
Independently conduct comprehensive credit risk reviews, including evaluating the effectiveness of credit policies, procedures, and controls.
Independently assess the quality of credit underwriting and portfolio management practices.
Analyze credit risk exposures and trends across various loan portfolios.
Identify and evaluate emerging credit risks and recommend appropriate mitigation strategies.
Review credit approval documents and risk rating models for accuracy and completeness.
Provide independent challenge and oversight to the first line of defense credit function.
Provide consultation and assistance in the development and implementation of credit risk policies and procedures.
Prepare reports and presentations for senior management, summarizing credit review findings and recommendations.
Stay abreast of regulatory changes and industry best practices related to credit risk management.
Qualifications and Education Requirements
Bachelor's degree in Finance, Risk, Economics, Accounting, Business, or a related field.
7+ years of experience in credit risk management, credit review, or a related field within a financial institution.
Strong understanding of credit risk management principles, methodologies, and regulatory frameworks.
Proficiency in financial modeling, quantitative analysis, and the use of risk management software/tools (e.g., SAS, R, Excel, SQL).
Solid understanding of financial statements, including balance sheets, income statements, and cash flow statements.
Ability to conduct detailed risk assessments, identify trends, and make recommendations based on quantitative analysis.
Excellent communication skills, both written and verbal, with the ability to present complex findings clearly to stakeholders.
Strong attention to detail, critical thinking, and problem-solving skills.
Ability to work independently and in a collaborative team environment.
Understanding of all traditional lending products and the associated risks.
Experience in building and implementing new processes and procedures.
Ability to adapt to a dynamic environment and work effectively under pressure
Additional Skills/Notes
· This is a hybrid role employee with a minimum of 72 hours a week in the office.
· Master's degree in a related field is a plus.
· Professional certifications (e.g., FRM, CFA) or progress toward certifications are highly preferred.
· Familiarity with credit rating agencies (e.g., S&P, Moody's) and their methodologies.
· Knowledge of portfolio management and asset allocation strategies.
· Experience with regulatory reporting and compliance in credit risk management.
Performance Measurements
Performance is based on the Citadel corporate scorecard as well as departmental and individual goals.
Work Environment
Individual will be required to work in an office setting as well as those conducive to the financial services industry. This may involve standing, sitting, and walking around retail/administrative facilities. Individual can expect to work in a fast-paced environment which is constantly evolving. They will have a significant amount of interaction with customers, many of whom may be upset and/or agitated because of their situation. Candidate will spend a significant amount of time assessing information contained in on-line and hard-copy reports. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
Position may include a reasonable amount of physical activity such as lifting (max. 25lbs.), carrying, standing, walking, sitting, typing, labeling, or reading for extended periods of time. Due to the nature of this position travel may be required. This candidate must be able to provide his or her own transportation for local travel.
EEO Statement
Citadel is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, other protected status, such as race, religion, color, national origin, sex, age. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)