CB Portfolio Specialist I

Location

United States

Posted

19 days ago

Salary

0

Seniority

Mid Level

Job Description

CB Portfolio Specialist I

First Commonwealth Bank

Role Description Assists Corporate Bankers and Portfolio Managers in managing existing Corporate Banking relationships. Acts as a contact person when the Corporate Banker and/or Portfolio Manager are not immediately available and provides direct client service. Expands or deepens client relationships by identifying client needs and communicating to relationship team. Provides direct client service under direction. - Coordinates closings for new loans and modifications under Corporate Banker guidance. - Works closely with Portfolio Managers and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as commercial and regulatory guidelines. - Provides general administrative support for the department including preparing miscellaneous reports, scanning documents to loan files and creating and maintaining corporate client files. Essential Job Responsibilities: - Assists in managing existing Corporate Banking relationships by performing the following: - Assists with collecting and tracking required financial information for the Credit Department to prepare an analysis. Reports collection activity to management in a timely manner. - Under direction, provides service to commercial clients on their banking needs with respect to deposit, loan and other miscellaneous products and services, including (but not limited to): - Answering questions on loans and other accounts, assisting with loan payments and collecting past due loan payments. - Processing advances from lines of credits or multi disbursement credits; preparing and initiating wire transfers. - Performing client verification for ACH and Wire Overlimit requests. - Working with branches to set up accounts or other services and introducing clients to branch staff. - Researching issues, providing solutions and preparing maintenances. - Working with Treasury Management on client issues, as needed. - Builds client relationships by identifying needs, recognizing cross-sell opportunities and communicating to Corporate Banking relationship team. - Loan Origination System (Abrigo) front-end input of new loan requests. - Actively participates in Regional Relationship Team meetings. - Assists with coordinating loan and modification closings by performing the following: - Assists in the preparation of the required pre-closing documents needed for the in-house loan documentation to begin (i.e., commitment letter, application, Reg B Letter, Good Standing Searches). - Orders Property Reports and flood determination (if real estate is held as collateral). - Completes UCC Search to prepare UCC Summary and works with Secured Credit to order an appraisal (if applicable). - Completes all required Loan Origination System workflows to move requests from loan approval through closing and post-closing workflow stages. - Obtains all invoices, descriptions, Serial numbers, etc. if equipment is being purchased. - Prepares upload forms for the loans to be booked to the system. - Coordinates loan closings and fundings with all necessary parties, including Loan Services, title companies, counsel, borrower’s counsel, and the Wire Room, when applicable. - Issues attorney engagement letters and works with outside counsel to prepare the loan documents in accordance to the bank approval and remains in constant communication with the attorney, Corporate Banker, and Loan Documentation to meet all deadlines as well as close the loan as approved. - Prepares necessary internal documents needed for the closing and funding of new loans, i.e., wire instructions, wire form, upload documents, Disbursement Authorization, etc. - Communicates with Loan Documentation to ensure that funding of the loan occurs in a timely fashion and works out any issues that may arise. Checks status of funding and notifies all necessary parties when it has occurred. - Works with Serviced Loans and Secured Credit to provide necessary information for closing participations and syndications, fully-followed transactions, dealer floor plan lines, and real estate transactions. - Checks system to ensure that the loan(s) were uploaded properly. - Follows proper policies and procedures to authenticate clients for all requests. Verifies identity and ensures that the appropriate authorized individual has submitted the request and has provided supporting documentation to prevent fraud. - Works closely with the Portfolio Manager and Corporate Banking Portfolio Team Lead to ensure the risk management of each client relationship is in compliance with policy and procedure, as well as commercial and regulatory guidelines. - Assists senior staff with coordinating rate changes, fees, lender incentives, etc. for SWAPs with Corporate Banker, client, Treasury, and any other financial institution for participation loans. - Collects items requested by Audit pertaining to assigned portfolio. Assists with follow-up on Audit Findings as needed. - Works with all necessary parties including title companies, counsel, and client to clear documentation exceptions in a timely manner. - Provides general administrative support, which may include preparing miscellaneous reports for the department as requested, scanning documents to loan files, monitoring collateral information to ensure accuracy on reports, assisting with missing documentation follow-up and creating and maintaining corporate client files. Qualifications - Minimum of one (1) year related experience required. - High School diploma or equivalent is required. - Excellent MS Word and Excel skills, Customer Service and communication skills, ability to work as a team player and to prioritize work effectively are all required. - Strong computer skills with the ability to learn internal systems are required. - May be eligible for Telecommuting.

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Title: Principal EP Mapping Specialist - CAS Location: State of Arizona, United States of America Job Description: At Medtronic you can begin a life-long career of exploration and innovation, while helping champion healthcare access and equity for all. You’ll lead with purpose, breaking down barriers to innovation in a more connected, compassionate world. A Day in the Life We are seeking a committed professional to join our team. While this is a remote position not located at a physical Medtronic site, the candidate hired will be required to reside within the territory and drive to multiple accounts throughout the region. A valid driver's license is essential for this role.  Cardiac Ablation Solutions offers cardiac mapping and ablation solutions to treat patients with abnormal heart rhythms. Our vision is to help patients worldwide by advancing innovation for the diagnosis and ablation of cardiac arrhythmias, enabling clinicians to perform procedures with superior outcomes.   Join Medtronic as an EP Mapping Specialist and be at the forefront of transforming lives through advanced medical technology! In this dynamic role, you’ll work alongside a collaborative team of clinicians, engineers, physicians, and innovators to execute solutions for cardiac and other electrophysiological systems. By blending technical expertise with a passion for improving patient outcomes, you'll have the opportunity to impact global healthcare directly. If you're driven by precision, problem-solving, and the chance to make a tangible difference in people’s lives, this is your opportunity to grow your career while shaping the future of medical innovation at Medtronic. Various levels available based on qualifications and experience Responsibilities may include the following and other duties may be assigned. - Provide clinical and technical support and training to physicians and staff on the EP mapping and navigation system and all CAS products. - Educate and train physicians, hospital personnel and office staff on technical matters relating to CAS products and related procedures. - Promote the safe and effective use of Medtronic CAS products and related procedures. - Develop and cultivate customer relationships resulting in incremental business. - Work in partnership with Account Manager, Regional Manager and Area Directors to identify potential sales opportunities. - Collaborate and strategize with local sales team to conduct customer training for mapping and other CA Solutions products. - Collaborate and communicate with the sales and clinical teams in the region. - Serves as an effective Medtronic CAS representative to physicians and support staff regarding Medtronic CAS products, service and support. - Serve as a regional champion to share your experience and influence others to be proficient in the mapping technology. ​ Required Qualifications To be considered for this role, please ensure these minimum requirements are evident on your resume. - High school diploma PLUS a minimum of 10 years of related work experience incardiac mapping and navigation. OR - Associate degree PLUS a minimum of 8 years of related work experience incardiac mapping and navigation. OR - Bachelor degree plus a minimum of 6 years of related work experience in cardiac mapping and navigation. Preferred Qualifications - B.A./B.S. Degree in nursing, cardiovascular, life sciences, or technical discipline with minimum of fouryearswork experience in cardiac field, hospital/clinicor sales. - Proventrack recordwith technical training assignments. - Experience in the cardiac catheter ablation field, EP lab, in a hospital/clinic or EP medical salesprovidingtechnical / clinical support. Additional Job Requirements - Environmental exposure to infectious disease and radiation - Aretobe within their assigned territory each day to be available as unscheduled needs arise - Will on occasion beto travel outside of their assigned territory andpossibility overnight - Must be able to drive approximately 25-50% of the time within assigned territory and may require overnight travel. - Musthave a valid driver’s license - Ability to freely move throughout the facility, use a phone,keyboardand mouse, visually able to interact with personal computers - Must be able to stand/sit/walk for 8 hours a day Must have a valid driver's license and active vehicle insurance policy.In addition, your driving record will be reviewed and will be considered as part of your application. For Baccalaureate degrees earned outside of the United States, a degree that satisfies the requirements of 8 C.F.R. § 214.2(h)(4)(iii)(A) is required. 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U.S. Work Authorization & Sponsorship At Medtronic, we are committed to fostering an environment where employees can thrive and make a meaningful impact. In alignment with our enterprise-wide workforce planning approach, U.S. work authorization sponsorship (H-1B, TN, J, etc.) is offered exclusively for Principal-level roles and above, where specialized expertise aligns with long-term business needs. Roles below the Principal level require candidates to possess unrestricted U.S. work authorization at the time of hire and for the duration of employment. Join us in our mission to alleviate pain, restore health, and extend life—where your unique background and perspective are valued. Benefits & Compensation Medtronic offers a competitive Salary and flexible Benefits Package A commitment to our employees lives at the core of our values. We recognize their contributions. 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Temporary employees are eligible for paid sick time, as required under applicable state law, and the Employee Stock Purchase Plan. Please note some of the above benefits may not apply to workers in Puerto Rico. About Medtronic We lead global healthcare technology and boldly attack the most challenging health problems facing humanity by searching out and finding solutions. Our Mission — to alleviate pain, restore health, and extend life — unites a global team of 95,000+ passionate people. We are engineers at heart— putting ambitious ideas to work to generate real solutions for real people. From the R&D lab, to the factory floor, to the conference room, every one of us experiments, creates, builds, improves and solves. We have the talent, diverse perspectives, and guts to engineer the extraordinary. Learn more about our business, mission, and our commitment to diversity here. It is the policy of Medtronic to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Medtronic will provide reasonable accommodations for qualified individuals with disabilities. If you are applying to perform work for Medtronic, Inc. (“Medtronic”) in any position which will involve performing at least two (2) hours of work on average each week within the unincorporated areas of Los Angeles County, you can find here a list of all material job duties of the specific job position which Medtronic reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of a conditional offer of employment. Medtronic will consider for employment qualified job applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Arizona
$145K - $155K / year
ASM Research logo

App Packaging Specialist

ASM Research

It is the policy of ASM that an individual's race, color, religion, sex, disability, age, sexual orientation or national origin are not and will not be considered in any personnel or management decisions. We affirm our commitment to these fundamental policies. All recruiting, hiring, training, and promoting for all job classifications is done without regard to race, color, religion, sex, disability, or age. All decisions on employment are made to abide by the principle of equal employment.

Role Description - Automates the generation of executable software and installation into target environments. - Serves as an expert in designing, implementing and maintaining software test automation test frameworks/solutions. - Acts as a lead to a team of engineers developing and maintaining application software and database packages. - App inventory, package/test apps. - Building, testing, and deploying enterprise applications across Windows, iOS, and Android as part of the UEM → Intune modernization effort. - Performs end to end application inventory, analysis, packaging, and validation using MSIX, Win32, Intune wrapping, and mobile app format. - Ensures applications are compliant with security policies, compatible with modern management tooling, and ready for deployment at scale through Intune and Mobile Application Management (MAM) configurations. - Troubleshoots packaging issues. - Coordinates with application owners. - Maintains a full application catalog. - Supports migration waves for a secure, stable, and predictable app deployment experience. - Mentors junior team members and provides input on annual appraisals of team members as appropriate. Qualifications - Bachelor’s Degree in a technical field such as Computer Science or Engineering or equivalent relevant experience; Master’s Degree preferred. - 6+ years of experience in relevant field. Requirements - Proficiency with MSIX packaging, MSIX modification packages, signing, and conversion. - Expert in Win32/IntuneWin packaging, detection/enforcement rules, dependency modeling, and remediation scripts. - Experience with iOS app deployment (IPA, VPP/ABM integration) and Android app deployment (APK/AAB, Managed Google Play). - Understanding of application behaviors under MAM policies, informed by established AFS user experience patterns (e.g., MAM job aids showing app protection flows). - Skilled in Intune app wrapping, ingestion of LOB apps, app assignment strategies, version control, rollout rings, and deployment monitoring. - Ability to configure MAM policies, app protection policies, conditional launch requirements, data protection settings, and user exception handling. - Experience gathering full app inventories, analyzing dependencies, identifying repackaging needs, and building a migration readiness matrix. - Ability to execute functional, compatibility, and performance testing across Windows, iOS, and Android. - Ability to validate apps under MDM and MAM enrollment scenarios (e.g., required MFA prompts, Intune Company Portal behaviors). - Hands on troubleshooting of install failures, certificate/signing issues, dependency gaps, and Intune deployment failures. - Ability to review logs (Intune Management Extension, Event Viewer, mobile logs) and produce root cause analysis. - Able to work closely with security, platform engineering, and app owners. - Produce packaging guides, change records, deployment plans, and rollback procedures. Preferred Skills - Experience supporting large scale MDM/MAM programs. - Knowledge of Defender for Endpoint app based mitigations, ASR rules, and app hardening patterns. - Familiarity with CI/CD pipelines for application packaging, signing automation, and Intune configuration as code. - Experience with certificate based signing, timestamping authorities, and enterprise PKI. - Experience with analytics/reporting (Log Analytics/KQL) for app performance and failure tracking. - Understanding of Zero Trust concepts as they relate to application behavior, data leakage controls, and policy enforcement. - Prior experience with Blackberry UEM app lifecycle and federation patterns to support migration mapping.

United States
AAA - American Automobile Association logo

Regional Senior Casualty Claim Specialist

AAA - American Automobile Association

A nonprofit founded in 1902 in Chicago, Illinois, the American Automobile Association (AAA) is recognized as North America’s largest provider of travel and motor services, servin

Title: Regional Senior Casualty Claim Specialist - Litigation Location: MI-Admin Office Building (AOB) Hybrid - TNHybrid - SC Hybrid - NE Hybrid - ND Full time Job requisition id JR16046 Job Description: It’s a great time to join AAA The Auto Club Group! JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD Job Type: Full time Exempt/Non Exempt: Salary Job Description: ***This position is currently able to work remotely from a home office location for day-to-day operations unless occasional travel for meetings, collaborative activities, or team building activities is specified by leadership. This is subject to change based on amendments and/or modifications to the ACG Flex Work policy.*** Senior Claim Specialist Casualty– The Auto Club Group Report to: Claim Manager II What you will do: In this position, you will have the opportunity to: - Review assigned claims, contact the insured and other affected parties, set expectations for the remainder of the claim process, and initiate documentation in the claim handling system. - Complete coverage analysis on the most complex claims. - Handle large loss injury claims. - Ensure all possible policyholder benefits are identified. - Create additional sub-claims if needed. - Complete an investigation of the facts regarding the claim to further and in more detail determine if the claim should be paid, the applicable limits or exclusions and possible recovery potential. - Conduct thorough reviews of damages and determine the applicability of state law and other factors related to the claim. - Evaluate the financial value of the loss. - Approve payments for the appropriate parties accordingly. - Refer claims to other company units when necessary (e.g., Underwriting, Recovery Units or Claims Special Investigation Unit). - Thoroughly document and/or code the claim file and complete all claim closure and related activities in the assigned claims management system. - Utilize strong negotiating skills. Senior Claim Specialists are assigned Liability/BI/MedPay/Non-MI PIP/HO Liability/UM/UIM claims involving litigation/arbitration. The Senior Claim Specialists handle the most complex claims involving liability disputes, bodily injuries, and coverage questions. How you will benefit: Senior Claim Specialist will earn a competitive salary of $80,000 to $95,000 annually with annual bonus potential based on performance. - Excellent and comprehensive benefits packages are just another reason to work for the Auto Club Group. Benefits include: - 401k Match - Medical - Dental - Vision - PTO - Paid Holidays - Tuition Reimbursement We’re looking for candidates who: Required Qualifications (these are the minimum requirements to qualify) Education: - Associate degree in Business Administration, Insurance, or a related field,or the equivalent in related work experience - Completion of the Insurance Institute of America's: General Insurance Program, Associate in Claims, Associate in Management, or equivalent - CPCU coursework or designation - Complete the ACG Training Program or demonstrate equivalent knowledge or experience - In states where an Adjuster’s license is required, the candidate must be eligible to acquire a State Adjuster’s license within 90 days of hire and maintain it as specified for the appropriate states. - Must have a valid State Driver's License Experience: - Five years of experience in the following: - 1st and 3rd party auto injury, homeowner liability, personal injury, and umbrella policies - Managing and handling claims where litigation or arbitration has been filed - Working with defense counsel - Multi-state claim/venue knowledge - Resolving complex coverage questions - Large loss claims - Negotiation of complex claim settlements - Securing and evaluating evidence and claims supports - Comfort with multi-system and software program usage - Subrogation claims and investigation - Taking statements - Establishing clear evaluation and resolution plans for claims Knowledge and Skills: - Advanced technical knowledge of - Essential Insurance Act (Michigan) - Fair Trade Practices Act as it relates to claims - Subrogation procedures and processes - Microsoft products - Intercompany arbitration - Litigation - Large Loss - Coverage - Medical terminology Advanced technical knowledge of: - Negligence Law - No-Fault Law - medical terminology and human anatomy - Insurance Policy Review and Understanding - Coverage Review and letter writing Ability to: - Handle claims according to the established Claim Handling Standards - Follow and apply ACG Claim policies, procedures, and guidelines - Work within the assigned ACG Claim systems, including basic PC software - Perform claim file review and investigations - Demonstrate effective communication skills (verbal and written) - Demonstrate customer service skills by building and maintaining relationships with insureds/claimants while exhibiting understanding of their problems and responding to questions and concerns - Analyze and solve problems while demonstrating sound decision-making skills - Prioritize claim-related functions - Process time-sensitive data and information from multiple sources - Manage time, organize, and plan workload and responsibilities - Safely operate a motor vehicle in order to attend meetings off-site - Travel outside of the assigned territory, which may involve overnight stay - Relocate, work evenings or weekends Preferred Qualifications Education: - Associate degree in Business Administration, Insurance, or a related field or the equivalent in related work experience - Completion of the Insurance Institute of America's: General Insurance Program, Associate in Claims, Associate in Management, or equivalent - CPCU coursework or designation Work Environment This position is currently able to work remotely from a home office location for day-to-day operations unless occasional travel for meetings, collaborative activities, or team building activities is specified by leadership. This is subject to change based on amendments and/or modifications to the ACG Flex Work policy. Who We Are Become a part of something bigger. The Auto Club Group (ACG) provides membership, travel, insurance, and financial service offerings to approximately 14+ million members and customers across 14 states and 2 U.S. territories through AAA, Meemic, and Fremont brands. ACG belongs to the national AAA federation and is the second largest AAA club in North America. By continuing to invest in more advanced technology, pursuing innovative products, and hiring a highly skilled workforce, AAA continues to build upon its heritage of providing quality service and helping our members enjoy life’s journey through insurance, travel, financial services, and roadside assistance. And when you join our team, one of the first things you’ll notice is that same, whole-hearted, enthusiastic advocacy for each other. We have positions available for every walk of life! AAA prides itself on creating an inclusive and welcoming environment of diverse backgrounds, experiences, and viewpoints, realizing our differences make us stronger. To learn more about AAA The Auto Club Group visit www.aaa.com Important Note: ACG’s Compensation philosophy is to provide a market-competitive structure of fair, equitable and performance-based pay to attract and retain excellent talent that will enable ACG to meet its short and long-term goals. ACG utilizes a geographic pay differential as part of the base salary compensation program. Pay ranges outlined in this posting are based on the various ranges within the geographic areas which ACG operates. Salary at time of offer is determined based on these and other factors as associated with the job and job level. The above statements describe the principal and essential functions, but not all functions that may be inherent in the job. This job requires the ability to perform duties contained in the job description for this position, including, but not limited to, the above requirements. Reasonable accommodations will be made for otherwise qualified applicants, as needed, to enable them to fulfill these requirements. The Auto Club Group, and all its affiliated companies, is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, disability or protected veteran status. Regular and reliable attendance is essential for the function of this job. AAA The Auto Club Group is committed to providing a safe workplace. Every applicant offered employment within The Auto Club Group will be required to con

Michigan
$80K - $95K / year

Role Description We are currently looking to recruit a suitable candidate for the position of Implementations Specialist. This person is the hands-on engine of our customer onboarding work: configuring our products, training customers, and walking alongside them through go-live and the first weeks of production. Working under the Implementation Lead, the Specialist owns the day-to-day delivery that makes a conversion feel calm, organized, and successful from the customer's seat. The Implementations Specialist is responsible for executing the hands-on work of customer onboarding: - Configure IBT products to match each customer's setup. - Deliver training to end users. - Serve as the customer's day-to-day contact during the conversion. This role will lead the evolution of how we train our customers, moving to a hybrid training model: - Pre-recorded video guides. - On-demand online training modules. - Structured live sessions for collaborative learning. - Targeted hands-on time reserved for configuration and specialist work. Key Responsibilities - Product Configuration & Setup: - Configure IBT products to match each customer's operational setup, fee schedules, user permissions, and integrations. - Validate and test configurations end-to-end before handing them to the customer. - Document configuration decisions and customer-specific settings. - Partner with development and support when configuration scenarios reveal product gaps or bugs. - Customer Training & Enablement: - Deliver training across multiple modalities. - Help design and build out IBT's hybrid training program. - Produce and maintain reusable training assets. - Adapt training to the audience's experience level. - Run reinforcement sessions and office hours in the first 30-60 days post-conversion. - Implementation Execution: - Own day-to-day execution of assigned conversion projects. - Serve as the customer's primary day-to-day contact. - Keep project tasks current in Zoho Projects. - Coordinate with internal teams on customer-specific needs. - Continuous Improvement & AI-Driven Modernization: - Actively use modern AI tools to automate and accelerate implementation work. - Identify steps in our current implementation process that should be replaced or augmented with AI. - Pilot new AI workflows on live conversions. - Identify recurring customer questions and feed them back into training materials. - Help refine onboarding playbooks as IBT ONE and new product releases roll out. - Grow into a recognized subject matter expert in one or two IBT products. Qualifications - Demonstrate a strong work ethic and commitment to maintaining high ethical standards. - Hands-on experience implementing, configuring, or training customers on a software product, preferably in SaaS, FinTech, or banking. - Strong training and presentation skills across multiple modalities. - Comfortable thinking about training as a product, not an event. - Comfort with detailed configuration work and structured checklists. - Excellent written and verbal communication; calm and patient with customers under pressure. - Experience using project tools such as Zoho Projects, Jira, MS Project, or similar. - Active, hands-on user of modern AI tools with a track record of using them to modernize implementation work. - Familiarity with community banking, credit unions, or core banking software is a strong advantage. - Willingness to travel approximately 10-15% for go-live weeks and complex conversions. Benefits - 401(k) matching - Dental insurance - Health insurance - Paid time off - Vision insurance - Bonus based on performance

United States
$65K - $75K / year