All jobs

All jobs

HI, WE’RE BROADLY!

Our product enables local businesses to deliver a five-star customer experience. People have a better experience when the business is responsive, engaged, and customer-centric. By helping local businesses serve their customers better, we also help them thrive.

Our culture is diverse and inclusive and what we all have in common is that we find purpose in our work, we know our work has meaning, and we strive to learn from one another as we build Broadly together!

What is the job really?


  • Communicate with clients about billing discrepancies and questions.

  • Locate and notify customers of delinquent accounts by email or telephone to solicit payment.

  • Duties include updating credit card information and confirming the updating records of collection and status of accounts.

  • Outreach to customers with credit cards who will soon expire to update company records.

  • Locate and monitor overdue accounts, using computer systems, Salesforce and Zuora and a variety of other automated systems. Work to align various systems and clean up data.

  • Confer with customers by telephone to determine reasons for overdue payments and to review the terms of sales and service.

  • Receive customer checks and send electronic records to the accounting team.

  • Make recommendations for bad debt write-offs.

  • Protects organization's value by keeping information confidential.

Requirements:


  • Collection experience, preferably business to business collections

  • Must have familiarity with Excel, Word, Salesforce. Zuora & QuickBooks (Online preferably)

  • Demonstrated ability to communicate effectively with internal and external customers, including strong listening skills, the ability to professionally handle difficult collection calls, and the ability to provide excellent customer service with a professional demeanor in all situations

  • Proven ability to consistently meet and exceed collection goals, with consistent month-over-month reduction in AR

  • Highly organized with proven ability to work independently, set priorities and meet deadlines

  • High school diploma required; Associates Degree or higher preferred

Benefits:


  • Flexible Time Off: We believe that a balance between work and life is essential to happiness and success, so work hard and take the time you need

  • Health Coverage: We offer competitive coverage plans for medical, dental and vision, because you’re worth it

  • Food: We serve catered lunch every week, host company get-togethers and stock the office with bountiful snacks

  • Fitness: Gym subsidy, commuter benefit

  • Travel: Ask us about our International Travel Stipend

  • Team Bonding: Team Outings, Regular Meet'n'Greets, Quarterly All Hands and more!

  • Equity: Yeah, you’ll be a stakeholder, we all are!

  • Compensation: $40,000 base salary

Broadly is committed to providing and promoting equal opportunity for all employees and applicants. We comply fully with the spirit, as well as the letter, of all applicable local, state, and federal laws and regulations implementing the national objective of equal employment opportunity. Broadly does not discriminate in employment opportunities or practices on the basis of race, color, citizenship status, national origin, ancestry, gender, pregnancy, sexual orientation, gender identity, genetic information, age, religion, creed, physical or mental disability, marital or domestic partner status, veteran status, political or religious affiliations, height, weight, or any other characteristic protected by law.

See who you are connected to at Broadly
Connect via:
See full job description

Company: Lutheran Social Services of Northern California

Job Title: Accounts Payable Clerk

Location: Concord

Classification: Permanent Full Time

Reports to: Accounting Manager

Hourly Pay: $23-$25 plus comprehensive benefits DOE

Agency Overview:

Lutheran Social Services of Northern California is a non-profit 501(c) 3 agency providing services in supportive housing and money management, with program offices in San Francisco, Sacramento, Stockton and Concord.

Position Description:

Responsible for Account Payable functions including processing invoices, check requests, and check runs using ABILA software, as well as processing expense reports and procurement card expenditures. After 2-3 months, position will include some payroll responsibilities. Requires strong communication and problem solving skills. Must be able to work independently.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable and legal accommodations may be made to enable individuals with disabilities to perform essential functions.


  • Minimum two years of experience with Accounts Payable tasks required. Payroll experience a plus. Nonprofit or government fund accounting a plus.

  • BS degree in Accounting or related field. Directly relevant experience in lieu of education will be considered.

  • Computer experience with PC compatible machines, software including MS Word, Outlook and MS Office preferred. Moderate knowledge of MS Excel is required. 10-key by touch.

  • Non-profit/Govt. Fund accounting software experience preferred.

  • Demonstrate excellent professional, organizational, and communication skills.

  • Demonstrate maturity in handling HIPAA and other sensitive information.

  • Ability to work as a team member with a strong commitment to collaborative work.

  • Strong attention to detail & accuracy.

Core Competencies:


  • Maintain a strength-based perspective.

  • Provide diverse services to diverse people.

  • Treat others with respect and courtesy, striving for open and honest working relationships.

  • Maintain high ethical standards when dealing with others.

  • Demonstrate good judgment and common sense.

Duties:

The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons.


  • Ensure timely and accurate payment of all check requests and invoices

  • Review and reconcile expense reports and procurement card expenditures and enter expense data into accounting software.

  • Review procurement cards against bank records and correct errors as needed.

  • Processes all check requests, invoices and vendor credits in accordance with company policies and internal controls.

  • Prepare authorized checks for mailing or distribution.

  • Review coding on all check requests and invoices; resolve coding issues with appropriate Office Manager/Program Manager in a timely manner, usually within a few days.

  • Work with vendors, property managers, etc. in resolving problems.

  • Provide daily A/P reports to Accounting Manager or Controller/CFAO.

  • Maintain vendor relationships in accordance with payment terms.

  • Recommend and help implement ongoing process improvements.

  • Able to multi-task, and to perform sensitive transactions and internal control requirements.

  • Demonstrate understanding of accounting principles, including debits/credits, standard account reconciliations and journal entries.

  • Contribute to team projects as requested; attend team meetings and participate fully.

  • Perform other duties as assigned. 

See who you are connected to at Lutheran Social Services of Northern California
Connect via:
See full job description

Presidio Sport & Medicine is a PT-owned clinic with one location in  the Presidio of San Francisco and another in Mill Valley. We focus on  outpatient orthopedics with emphasis on manual therapy, exercise,  education, and returning clients to activities they love. Our  environment is dynamic, innovative, and supportive. Our culture is  passionate, empathetic and collaborative. Join our team and you'll enjoy  a fulfilling career dedicated to quality care, professional growth, and  leading an active life. Find out more about us at  www.presidiosport.com.  

 

We have a rare and tremendous opportunity for a Billing/Client Service  Specialist to join our team (approximately 24 hours/week for billing and  16 hours/week for Client Services) in our San Francisco location.  

 

Job duties include, but aren’t limited to:

 

Billing Specialist

• Collect and accurately report payment

• Verify insurance benefits

• Understand and clearly communicate benefit and payment options

• Apply over-the-counter payments

• Submit authorization requests to insurance companies

• Assist with getting claims paid in a timely manner

 

Client Service Specialist

• Greet and assist clients, demonstrating excellent customer service

• Schedule appointments using practice management software

• Answer multi-line phone system and manage messaging

• Understand and follow all company policy and procedures

• Maintain a strong knowledge of all PSM services and offerings

 

Qualifications:

• 1 year medical billing experience in a medical office

• Highly organized, able to multi-task, and strong attention to detail

• Ability to collect money with poise and confidence

• Excellent customer service, communication and leadership skills

• Compliant and self-motivating team player that works well with others

• Proficient in Microsoft Office and e-mail, and experience with electronic medical records and practice management software

 

Hours & Compensation: This position is full-time, Monday through  Thursday 9:45am – 6:45pm, and Friday from 8:45am – 5:45pm. Our team also  works one Saturday every six weeks, 8:15am – 12:15pm. We offer a  competitive compensation with base salary plus incentives. Our  comprehensive benefits package includes medical, dental, continuing  education tuition, generous paid time off and holidays, retirement plan,  commuter incentives, gym membership, discounts on PSM services and  affiliates, and other employee perks.

 

To Apply:  To be considered for this position, please submit a resume  with a personalized cover letter. Candidates will be called for an  interview if their qualifications meet our needs.  Thank you for your  interest! 

See who you are connected to at Presidio Sport & Medicine
Connect via:
See full job description

 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Staff Accountant is an integral part of the Finance Department.  The Staff Accountant is responsible for recording and issuing all payments and reimbursements and accounting transactions in the Quickbooks desktop platform. This position interacts with HYP Accounting Manager/Controller and Fiscal Director, as well as administrative staff, to support the healthy financial functioning of the agency. 

ESSENTIAL FUNCTIONS:


  1. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  2. Supporting Accounting Manager/Controller in recording and allocation of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  3. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  4. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  5. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

REQUIRED EDUCATION AND EXPERIENCE:

1.  B.A. required (preferred in Accounting, finance, business, or a related field).


  1.  General office and bookkeeping/accounting experience;

  2.  Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel);

  3.  Excellent written and verbal communication skills. 

SECURITY CLEARANCE:

1. Must pass DOJ/FBI background check

OTHER DUTIES:

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

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation.

EQUAL EMPLOYMENT OPPORTUNITY:

Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions.

FAIR CHANCE: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

See who you are connected to at Huckleberry Youth Programs
Connect via:
See full job description

 Huckleberry Youth Programs (HYP) is a community-based youth agency, providing a full spectrum of services to homeless, runaway, and other at-risk youth and families in San Francisco and Marin counties. Our programs are characterized by a commitment to community-based, collaborative services; attention to the urgency, complexity, and ever-changing nature of our clients’ needs; and recognition of the value and dignity of youth and their capacity to become healthy, productive adults.  

The Accounting Manager/Controller is an integral part of the Finance Department.  The Accounting Manager/Controller is responsible for recording all accounting transactions in the Quickbooks desktop platform, allocating expenses, and generating invoices for the agency programs.  This position interacts with HYP program directors and administrative staff to support the preparation of monthly financial statements, management reports, and grant reports.  

ESSENTIAL FUNCTIONS:


  1. Monthly close process including bank reconciliation, preparation of monthly Income Statement and Balance Sheet, and the restricting/ releasing of temporarily restricted net assets;

  2. Complete all Accounts Payable activities including processing check requests from agency staff and the payment of vendor invoices, including both printed checks and online payments;

  3. Recording of all government payments from reimbursable contracts as well as all contributed revenue from foundations, corporations, and individual donors;

  4. Complete monthly allocation of expenses to restricted grants and contracts including staff salaries, benefits, taxes, and program expenses;

  5. Generate invoices and submit expenses for restricted grants and contracts;

  6. Assist in the preparation of budget and financial information for grant proposals;

  7. Ensure that all financial records are maintained in accordance with Generally Accepted Accounting Principles (GAAP) and requirements of state, federal, and private funding sources;

  8. Oversee and manage fixed asset tracking;

  9. Communication/ consultation with HYP Program Directors regarding monthly credit card transaction coding and receipt submission;

  10. Support Director of Finance in preparing for annual independent audit; 

  11. Assist with special projects as needed.

COMPETENCIES:


  1. Maintain a creative, team-building, cooperative approach to job performance and seek to bring a constructive, problem-solving orientation to all tasks;

  2. Highly organized, detail oriented and able to work with minimal supervision;

  3. Perform tasks and responsibilities in a thorough and timely manner in compliance with agency policy and standards;

  4. Exercise discretion and professional judgment at all times in keeping with the responsibility carried personally and by the agency for the care and welfare of youth and families from diverse backgrounds;

  5. Maintain high level of confidentiality at all times regarding financial and payroll information.

SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

 REQUIRED EDUCATION AND EXPERIENCE:


  1. B.A. in Accounting, finance, business or related field, required.

  2. Three years work experience in senior level accounting position preferably within a nonprofit context.

  3. Proficiency with QuickBooks desktop as well as spreadsheet and word processing programs (Microsoft Word, Excel).

  4. Excellent written and verbal communication skills.

PREFERRED EDUCATION AND EXPERIENCE:


  1. Experience with invoicing and reporting on government grants preferred.

  2. Experience with cost allocations among multiple programs and site locations.

SECURITY CLEARANCE:


  1. Must pass DOJ/FBI background check 

PHYSICAL DEMANDS:

This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary and climb stairs.

WORK ENVIRONMENT:

This position operates in HYP’s Administrative Offices. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. This is not a position that allows for telecommuting. The HYP Administrative Offices are located in San Francisco and are accessible by public transportation. 

OTHER DUTIES:Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. 

EQUAL EMPLOYMENT OPPORTUNITY:Huckleberry Youth Programs is an equal opportunity employer, committed to providing equal opportunity to its employees and applicants for employment without discrimination on the basis of race; color; ethnic background; religion; gender; gender identity or expression; sexual orientation; national origin; ancestry; age; marital status; pregnancy, childbirth, or other related medical condition; disability, including HIV-related conditions; or status as a covered veteran. This policy applies to every aspect of employment, including but not limited to: hiring, advancement, transfer, demotion, layoff, termination, compensation, benefits, training and working conditions. 

FAIR CHANCE:Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. 

 

See who you are connected to at Huckleberry Youth Programs
Connect via:
See full job description

We are looking for a Bilingual Specialist that will be responsible for advertising & increasing our Work achievements that has never been greater and are well positioned to help customers solve their operational and sustainability challenges, and meet growing global demand for Benefits, therefore decreasing the gap in district T-2-4 goals. This specialist will work with all teachers serving EL students to increase student success in academic courses.


  • Provide support, mentoring, coaching and training for identified teachers serving English learners and campus administrators..

  • Facilitate training and coaching in areas that include but are not limited to: effective instruction, differentiation, strategies for English Language Learners, data-driven instruction.

  • Work with teachers to assist with the structure of common planning time and determine accountability measures to ensure common planning time is used effectively.

  • Facilitate protocols for assessment of student work to drive instructional decisions.

  • Assist with integration of Company into curriculum focal points.

  • Coordinate instructional coaching cadre at schools with teacher-coaches.

  • Develop and write curriculum as needed.

Experience:


  • Evidence of at least three (3) years of recent successful classroom teaching experience required.

  • Experience using student and campus level data to select, implement and differentiate instructional methods, designed to meet each student’s individual needs preferred.

See who you are connected to at Possible Health Group
Connect via:
See full job description

Head of Member Engagement, New York   

The Philanthropy Workshop is seeking a Head of Member Engagement, New York to be based in our New York office. This position reports to the Chief Membership Officer in San Francisco. Preferred start date is March 2019 or later.   

WHO WE ARE

The Philanthropy Workshop (TPW) is a dynamic, expanding and highly entrepreneurial organization with ten team members across offices in London, New York, and San Francisco. TPW is the global leader in strategic philanthropy education and fosters a member network of over 450 individuals from around the world, all trained in the core principles and practices of strategic philanthropy. Our mission is to accelerate social impact by mobilizing a global network of strategic investors united by their commitment to unlock resources, lifelong learning, collaboration and entrepreneurial approaches.   

WHO WE NEED

TPW is seeking a Head of Member Engagement, New York to drive member engagement and growth of the network in New York City and other key markets in the Eastern United States, and to help design and facilitate TPW learning programs that foster connections and learnings across the TPW community. Our work environment is fast-paced, informal, collaborative and professional. This position will work closely with all members of the TPW team but predominantly with the Chief Membership Officer and the Member Engagement team in London and San Francisco. Primary responsibilities include:   


  • Design and implement a member engagement strategy specific to New York City and other key markets that builds meaningful relationships, and drives engagement, learning and peer-to-peer connections across the TPW network. 

  • Manage a portfolio of existing members, curating a high touch experience for these members.  

  • Drive new member recruitment in New York City and other key markets to achieve team membership targets. 

  • Ensure new members are successfully onboarded and integrated into the network, setting them up for long term engagement with TPW.   

  • Organize and deliver excellent local programs with Program Team support to enhance member learning and encourage consistent engagement across the TPW network. 

  • Regularly represent TPW at social sector gatherings and events, and directly support TPW members on select local engagement opportunities. 

  • Support core New York City TPW Team with miscellaneous office, program, event and partner needs (as needed).  

WHO YOU ARE   

TPW recognizes that experience comes in a variety of forms and is willing to consider candidates with a range of backgrounds. We are a small, high-performing staff and the ideal candidate must fit into our fast-paced, mission-aligned team. This requires a self-starter who will thrive working together with a team and independently, is willing to dive into new projects and eager to contribute in a wide variety of ways to our global team.    

A successful candidate will have the following personal and professional traits:   

Personal: 


  • Passion for our mission and driving positive social change  

  • Humility and ability to “roll up your sleeves” and jump in  

  • Relationship-driven focus 

  • Commitment to a learning mindset 

  • Collaborative culture builder   

Professional: 


  • BA/BS degree in a related field 

  • Minimum 5-7 years’ work experience in/knowledge of nonprofit, philanthropy and/or technology sectors 

  • Experience building or scaling engagement programs 

  • Experience interacting and liaising with philanthropists, major donors or senior executives 

  • Excellent interpersonal, communication, and presentation skills 

  • Able and willing to work highly independently at times and also in a collaborative setting 

  • Comfortable in entrepreneurial and nimble environment, working as a resourceful, flexible team member who can wear many hats as needed to meet objectives 

  • Unwavering attention to detail 

  • Strong technological skills 

  • Ability to learn and develop new skills 

  • Willing and able to travel    

COMPENSATION & BENEFITS   

The Head of Member Engagement, New York is a full-time position. Our salaries are competitive with other similar organizations and benchmarked for the cost of living in New York. TPW offers an excellent benefits package including health, dental, and vision coverage and 401k match. We also offer a flexible work environment with a balanced schedule of in-office and work-at-home time.   

HOW TO APPLY   

To apply, please email your resume, cover letter, and a writing sample describing your interest and qualifications for the position to apply@tpw.org with the subject line “Head of Member Engagement, New York”. Applications will be reviewed as they are received. No phone call or recruiters please. TPW is an equal opportunity employer.      

See who you are connected to at The Philanthropy Workshop
Connect via:
See full job description

 We are a industry leading insurance and financial services broker/dealer in Burlingame, CA looking for part time or full time Finance Associates to expand in the San Francisco Bay Area. Qualified candidates will receive training on money management, how to pay off debt, cash saving, asset protection, life insurance, retirement planning, investing, wealth accumulation, and entrepreneurship.

Finance Associates are required to attend weekly training and pass the CA Life & Health Insurance exam. Securities licenses (6 & 63) sponsorship is also available for qualified Finance Associates.

No previous experience required, but previous experience is a plus.

Qualified Candidates Must:

Have NO prior Felonies

Be Coachable

Be Driven

Be able to pass the CA Life & Health license exam with a 60% or higher

Honest and will always put the client's interest first

(Bilingual is a plus)

 

See who you are connected to at Burlingame Financial Center
Connect via:
See full job description

Under the direct supervision of the Revenue Cycle/Billing Manager with fiscal oversight from the Finance and Accounting department, the Revenue Cycle Liaison is responsible for the processing and maintenance of all current medical patient accounts. The Revenue Cycle Liaison also provides analytical support to establish and achieve revenue cycle goals and objectives. Using industry guidelines and best practice standards, The Revenue Cycle Liaison supports optimization of department performance in a variety of areas, including, but not limited to, coding and claims submission and adjudication. Using standard and ad hoc reporting, the Revenue Cycle Liaison identifies opportunities for improvement and procedural enhancement. As a collaborative position, the Revenue Cycle Liaison must work together with physicians, medical assistance, front desk staff, and Finance and IT staff (and staff from other departments) to ensure the timeliness and accuracy of billing for patients.

This is a full-time benefited position working 40 hours per week during clinic hours, typically Monday through Friday. We offer excellent benefits including: 100% paid medical, dental, vision (including dependent and domestic partner coverage), generous leave benefits including paid holidays, PTO, Flexible Spending Accounts, 403(b), Life Insurance and retirement savings plan.

Tiburcio Vasquez Health Center, Inc. is a non-profit community health center that is dedicated to promoting the health and well-being of our community by providing accessible, high quality care by integrating primary care, dental care, WIC support, mental health counseling, community health education and more.

Responsibilities


  • Performs day-to-day administrative functions in support of the medical services department with a focus on patient billing.

  • Establishes, maintains and updates patient accounts in accordance with TVHC policies and procedures.

  • Works interdependently with the Finance and Accounting department to maximize patient billing under all forms of acceptable insurance reimbursement and self-pay.

  • Communicates regularly with the management staff, as appropriate, to ensure the smooth and efficient workflow and processes throughout the Health Centers.

  • Verifies accuracy on all patient encounter forms, resolving all questions in procedure coding prior to submitting billing. Also works with providers and support staff to address billing rejections to make necessary corrections for timely rebilling.

  • Maintains current knowledge of billing practices, procedure codes, and patient insurances. Enlists the assistance of the Chief Financial Officer and/or her/his designee in questions of compliance, “red flag” activity, proper handling of cash receivables, and other matters involving fiscal responsibility in patient accounts.

  • Monitors workflow for multiple sites to accomplish timely billing cycles, submitting all records on a monthly schedule without fail and without compromise to accuracy.

  • Observes highest degree of confidentiality protocols to prevent compromise of patient records.

  • Provides superior customer service to all patients and takes a solutions-oriented approach to all complaints related to patient billing issues.

  • Enters charges, receipts, changes and other input into the patient accounts information systems.

  • Ensures integrity of patient records including computer data back-up on a daily basis.

  • Demonstrates ability to meet or exceed Service Excellence Standards of TVHC, Inc.

  • Enter / update sliding scale fees as approved by the Board of Directors

  • Performs other duties as assigned.

Qualifications


  • Must possess excellent oral and written communication skills.

  • Must have advanced analytical skills, including data analysis and procedure review.

  • Proficiency with Microsoft Office applications, particularly Excel, Word and PowerPoint.

  • Report production and presentation skills.

  • Excellent interpersonal skills and highly developed customer service skills.

  • Experience with EPIC Electronic Billing, and EHR in an FQHC environment

EDUCATION AND EXPERIENCE


  • High school graduate or equivalent required.

  • Associates degree or higher in accounting or related field highly preferred.

  • Medical billing; medical practice front-end experience strongly preferred.

  • Experience in accounting, preferably with at least one year in a health services delivery environment.

  • Prior experience handling cash receivables, making deposits, providing receipts and keeping logs of payments highly desirable.

  • Experience working with Non-Profit agencies preferred.

See who you are connected to at Tiburcio Vasquez Health Center Inc.
Connect via:
See full job description

Get to know a community bank that cares Investors Bank is an independent, full-service community bank, operating over 150 branches across New Jersey, New York City and Long Island. It's an exciting time at Investors Bank: we are growing fast and building out key teams, and building our digital footprint by expanding into new technologies. Led by a senior management team committed to serving others, the bank continues to grow while remaining focused on the communities it serves. One of the bank's core values, community, is about caring for its customers, employees and the people and businesses in the local neighborhoods it serves. Investors' team members volunteer their time and talents with the bank and its foundations provide the financial support to help our communities grow and prosper. Our 2020 Summer Internship Program The 2020 Investors Bank Summer Internship Program offers a 10-week summer experience for students interested in the banking industry. Our internship program is designed to provide interns hands-on, practical experiences while working with our dynamic teams; as well as providing immediate value to those teams and leaders. You should expect to be collaborative and challenged as you work with our diverse teams. You will have the opportunity to interact with senior leadership and train and develop your skills in your area of work with some of the best experts in the banking industry. Our Program highlights: * Professional development training opportunities throughout the summer * Informative lunch and learn sessions with senior leadership * As well as social events for the intern groups Required Qualifications * You should be a rising junior, in a degree accredited program with a minimum 3.0 GPA required * Business, Finance or Accounting degree required * Relevant work or internship experience * Ability to learn quickly and take action in a fast-paced environment * Strong written and verbal communication skills, including presentation skills * Strong interpersonal, leadership and the ability to work in a dynamic, collaborative environment * Strong analytical and decision-making skills * Excellent interpersonal and relationship building skills Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


See full job description

Get to know a community bank that cares Investors Bank is an independent, full-service community bank, operating over 150 branches across New Jersey, New York City and Long Island. It's an exciting time at Investors Bank: we are growing fast and building out key teams, and building our digital footprint by expanding into new technologies. Led by a senior management team committed to serving others, the bank continues to grow while remaining focused on the communities it serves. One of the bank's core values, community, is about caring for its customers, employees and the people and businesses in the local neighborhoods it serves. Investors' team members volunteer their time and talents with the bank and its foundations provide the financial support to help our communities grow and prosper. Our 2020 Summer Internship Program The 2020 Investors Bank Summer Internship Program offers a 10-week summer experience for students interested in the banking industry. Our internship program is designed to provide interns hands-on, practical experiences while working with our dynamic teams; as well as providing immediate value to those teams and leaders. You should expect to be collaborative and challenged as you work with our diverse teams. You will have the opportunity to interact with senior leadership and train and develop your skills in your area of work with some of the best experts in the banking industry. Our Program highlights: * Professional development training opportunities throughout the summer * Informative lunch and learn sessions with senior leadership * As well as social events for the intern groups Required Qualifications * You should be a rising junior, in a degree accredited program with a minimum 3.0 GPA required * Marketing degree required * Relevant work or internship experience * Ability to learn quickly and take action in a fast-paced environment * Strong written and verbal communication skills, including presentation skills * Strong interpersonal, leadership and the ability to work in a dynamic, collaborative environment * Strong analytical and decision-making skills * Excellent interpersonal and relationship building skills Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


See full job description

Job Description


Line Cooks, Servers & Hosts wanted at our Dyersburg, TN - Applebee's restaurant!


Line Cooks: Our Line Cook are responsible for creating a positive and lasting dining impression for our guests by continuously focusing on the food regulated safety needs of our guests. This position's role is responsible for preparing orders as instructed while maintaining proper quality standards, food temperatures, portions, product presentations, and sanitary procedures; in accordance to Applebee’s recipes, plate presentations and specifications. As well as; being responsible for completing all assigned prep work and setting up the cook stations.


Servers: Our Servers create a positive and lasting dining impression for our guests to inspire continued visits in the future. This position's role is responsible for providing guests with an exceptional and professional dining experience by serving food, drinks, and to accommodate guests’ needs in a courteous, friendly and timely manner. As well as, up-selling, making recommendations, displaying a working knowledge of all menu items and prices, cash handling, and communicating clear and concise food orders to our BOH team.


Hosts: Our Hosts creates the first and last impressions of our guests’ dining experience by delivering exceptional and professional service that encourages continued guest visits in the future. The Host is responsible for ensuring that the greeting and seating of guests is prompt, efficient and above all friendly and courteous; in addition to, thanking our guests for visiting as they depart. They will also coordinate the organization, traffic flow, and cleanliness of the entry way waiting areas.


Minimum Qualifications:




  • 18 years of age to operate various restaurant food preparation equipment.

  • Great attitude, ability to work well as part of a team.

  • Prior cooking experience preferred; for Line Cook position.

  • Prior serving experience preferred; for Server position.

  • Able to work assigned shifts and flexible schedules; including weekends and holidays

  • Ability to handle multiple priorities, often working on several orders at the same time and an eye for detail.

  • Must be able to read, write, perform basic math; positive and upbeat communication skills required.

  • Must possess finger and hand dexterity for using small tools and equipment.

  • Able to withstand changes in temperature; and follow all food safety procedures.

  • Able to stand/walk/bend throughout entire shift and ability to lift (pots, pans, etc.) up to 40 to 60 lbs.


Additional skill-sets, competencies, and physical activities are also required


Benefits Include:


· Competitive salaries


· Medical, Dental, Vision, and Prescription Plan


· Short & Long Term Disability


· Life Insurance


· 401(k) Plan


· Menu Discount


PLEASE APPLY ONLINE AT: http://jointeamapplebees.com


 


Company Description

We value diversity and are an equal opportunity employer. We are also a drug-free workplace.


See full job description

Job Description


 


Job Description:


Hydrogen on Demand Technologies Develops and Delivers Revolutionary Hydrogen Fuel Production Systems and Technology to Clean up The Existing Dirty Diesel-Powered Industries


Your job will be to find and engage and manage a group of clean energy investors who are motivated to invest in the immediate reduction of greenhouse gas emissions and accelerate the transformation to clean hydrogen fuel power world-wide. You will also find, engage and manage our day to day application of local, state and national green energy grants and subsidies. Finally, you will also be our primary contact for the business communication with our current investors, while you continue to grow our relationships with strategic partners and investor’s worldwide.


Hydrogen on Demand Technologies (HoD Tech) www.hodpros.com. Designs, manufactures, markets, sells and supports revolutionary Hydrogen generators for the fast-growing hydrogen powered transportation industry and Diesel-Hydrogen Assist Technology (D-HAT™) systems to clean up / significantly reduce harmful emissions, emitted by existing dirty diesel-powered trucks, busses, marine fleets and heavy equipment.


For the first time, Long-Haul Trucking and International Marine fleets of every size and type can lock in significant fuel savings, enduring maintenance cost reductions, and certifiable large emission reductions of nearly all harmful diesel exhaust gases, and particulates when our D-HAT systems are deployed. We often reduce total fleet fuel spend by 10% to 20%, and add millions to annual bottom-line profitability via CO2 reduction Carbon Credits.


Company Description

HoD Tech develops, markets, sells, deploys and supports revolutionary Hydrogen fuel production systems and Hydrogen Enriched Diesel Combustion Systems worldwide. These systems produce pure Hydrogen gas through electrolysis, and patented (PEM) Proton Exchange Membrane cell technology. This pure hydrogen gas is compressed and sold as fuel to the ever-expanding hydrogen powered economy


See full job description

Job Description


Line Cooks, Servers & Hosts wanted at our West Memphis, AR - Applebee's restaurant!


Line Cooks: Our Line Cook are responsible for creating a positive and lasting dining impression for our guests by continuously focusing on the food regulated safety needs of our guests. This position's role is responsible for preparing orders as instructed while maintaining proper quality standards, food temperatures, portions, product presentations, and sanitary procedures; in accordance to Applebee’s recipes, plate presentations and specifications. As well as; being responsible for completing all assigned prep work and setting up the cook stations.


Servers: Our Servers create a positive and lasting dining impression for our guests to inspire continued visits in the future. This position's role is responsible for providing guests with an exceptional and professional dining experience by serving food, drinks, and to accommodate guests’ needs in a courteous, friendly and timely manner. As well as, up-selling, making recommendations, displaying a working knowledge of all menu items and prices, cash handling, and communicating clear and concise food orders to our BOH team.


Hosts: Our Hosts creates the first and last impressions of our guests’ dining experience by delivering exceptional and professional service that encourages continued guest visits in the future. The Host is responsible for ensuring that the greeting and seating of guests is prompt, efficient and above all friendly and courteous; in addition to, thanking our guests for visiting as they depart. They will also coordinate the organization, traffic flow, and cleanliness of the entry way waiting areas.


Minimum Qualifications:




  • 18 years of age to operate various restaurant food preparation equipment.

  • Great attitude, ability to work well as part of a team.

  • Prior cooking experience preferred; for Line Cook position.

  • Prior serving experience preferred; for Server position.

  • Able to work assigned shifts and flexible schedules; including weekends and holidays

  • Ability to handle multiple priorities, often working on several orders at the same time and an eye for detail.

  • Must be able to read, write, perform basic math; positive and upbeat communication skills required.

  • Must possess finger and hand dexterity for using small tools and equipment.

  • Able to withstand changes in temperature; and follow all food safety procedures.

  • Able to stand/walk/bend throughout entire shift and ability to lift (pots, pans, etc.) up to 40 to 60 lbs.


Additional skill-sets, competencies, and physical activities are also required


Benefits Include:


· Competitive salaries


· Medical, Dental, Vision, and Prescription Plan


· Short & Long Term Disability


· Life Insurance


· 401(k) Plan


· Menu Discount


PLEASE APPLY ONLINE AT: http://jointeamapplebees.com


 


Company Description

We value diversity and are an equal opportunity employer. We are also a drug-free workplace.


See full job description

Job Description


Line Cooks, Servers & Hosts wanted at our South Boston and Danville, VA - Applebee's restaurants!


Line Cooks: Our Line Cook are responsible for creating a positive and lasting dining impression for our guests by continuously focusing on the food regulated safety needs of our guests. This position's role is responsible for preparing orders as instructed while maintaining proper quality standards, food temperatures, portions, product presentations, and sanitary procedures; in accordance to Applebee’s recipes, plate presentations and specifications. As well as; being responsible for completing all assigned prep work and setting up the cook stations.


Servers: Our Servers create a positive and lasting dining impression for our guests to inspire continued visits in the future. This position's role is responsible for providing guests with an exceptional and professional dining experience by serving food, drinks, and to accommodate guests’ needs in a courteous, friendly and timely manner. As well as, up-selling, making recommendations, displaying a working knowledge of all menu items and prices, cash handling, and communicating clear and concise food orders to our BOH team.


Hosts: Our Hosts creates the first and last impressions of our guests’ dining experience by delivering exceptional and professional service that encourages continued guest visits in the future. The Host is responsible for ensuring that the greeting and seating of guests is prompt, efficient and above all friendly and courteous; in addition to, thanking our guests for visiting as they depart. They will also coordinate the organization, traffic flow, and cleanliness of the entry way waiting areas.


Minimum Qualifications:




  • 18 years of age to operate various restaurant food preparation equipment.

  • Great attitude, ability to work well as part of a team.

  • Prior cooking experience preferred; for Line Cook position.

  • Prior serving experience preferred; for Server position.

  • Able to work assigned shifts and flexible schedules; including weekends and holidays

  • Ability to handle multiple priorities, often working on several orders at the same time and an eye for detail.

  • Must be able to read, write, perform basic math; positive and upbeat communication skills required.

  • Must possess finger and hand dexterity for using small tools and equipment.

  • Able to withstand changes in temperature; and follow all food safety procedures.

  • Able to stand/walk/bend throughout entire shift and ability to lift (pots, pans, etc.) up to 40 to 60 lbs.


Additional skill-sets, competencies, and physical activities are also required


Benefits Include:


· Competitive salaries


· Medical, Dental, Vision, and Prescription Plan


· Short & Long Term Disability


· Life Insurance


· 401(k) Plan


· Menu Discount


PLEASE APPLY ONLINE AT: http://jointeamapplebees.com


 


Company Description

We value diversity and are an equal opportunity employer. We are also a drug-free workplace.


See full job description

POSITION OVERVIEW Primarily responsible for administrative and sales support to one or more Sr. Loan Officers whose primary responsibility is to originate first mortgages for Investors Home Mortgage. RESPONSIBILITIES * Mortgage Loan Compliance & Guidelines Understands lending laws and regulations and IHM's lending policies and guidelines. Examples include, but not limited to: Understanding and complying with all lending laws and regulations such as TRID, ECOA, TILA, FCRA, HMDA, BSA/AML, etc.; Completing all responsibilities within lending guidelines; and Communicating with customers about lending regulations and guidelines. * Mortgage Loan Officer Pipeline Management Under the direction of the Loan Officer, reviews, maintains and works the Loan Officer Pipeline. Examples include, but not limited to: Reviewing the pipeline for inaccurate information; Updating the pipeline as needed; and Working the pipeline to identify tasks to be completed on the application * Assisting with the Mortgage Loan Life Cycle Continues to stay on top of applications through the loan life cycle, assisting both the customer and the IHM team as needed. Examples include, but not limited to: Ordering appraisals; Locking a loan; Completing a Change of Circumstance; and Assisting with gathering information necessary for disclosures, processing and closing as needed. * Demonstrating Exceptional Customers Service Skills Goes the extra mile to ensure that the Company's customers are comfortable, knowledgeable and being given the best products and services to match and meet their needs. Examples include, but not limited to: Proactively solicit information from customers about their personal financial and banking needs; Reach out to customers even when there is not an upcoming sale; Follow up on customer communication * Building a Strong Network through Relationship Management Effectively builds ongoing relationships with multiple contacts including, customers, employees, peers and superiors to create a professional network through proactive communication Examples include, but not limited to: Proactively meeting people who could bring meaning or value to his/her network; Leveraging existing contacts to meet new contacts; and Maximizing relationships in his/her network. * High school diploma or GED required * 6+ years of experience supporting a residential mortgage sales team required, including demonstrated knowledge of mortgage guidelines, such as TRID, ECOA, TILA, FCRA, HMDA, BSA/AML, etc. * Must be able to build both internal and external partnerships at all levels, influence others to accomplish goals and resolve conflicts * Must exhibit superior communication skills, both written and verbal * Must work effectively with little supervision/guidance and complete tasks accurately and on time in a fast paced environment * Experience with Microsoft Office Suite required Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


See full job description

Job Description


Great General Restaurant Manager position is currently available within the Covington, TN area!


What’s the job? As a General Restaurant Manager you get to manage the show! You will be responsible for getting guests and staff excited about their experience every day at Applebee’s.


What you’ll do: You’ll build your team—from servers to cooks to in-location training teams —all with the focus of positioning your location to build the business in a safe, productive environment that allows employees to thrive and advance. You’ll be engaged in all aspects of the day-to-day operation of your Applebee’s—from building guest relationships to promoting community involvement. You’ll be responsible for meeting sales and profit goals; and, maintaining your store. You’ll be the Keeper of the Brand, promoting our standards in every aspect of daily operation.


Why you’ll like it: You’ll be the Big Apple, with an opportunity to plant seeds and watch them grow! You’ll solve problems. You’ll get to show your ability to handle the stress and rise above. You’ll be a role model. You’ll get to set the tone for the operation of your Applebee’s.


What you’ll need to be able to do: You’ll need to be at least 21 years old, possess a HS diploma, 3 to 5 years of demonstrated Restaurant Manager leadership experience in people management and development; growing sales; and providing excellent guest service for our management positions. You’ll need to be able to stand and move for up to 10 hours. You’ll need to be able to carry up to 50 pounds. You’ll need to be able to communicate well with others. You’ll need to be able to write routine reports and speak effectively before groups and in public. You’ll need to be able to bend, kneel, stoop and have a good balance. You’ll need to be okay with exposure to cleaning chemicals, smoke, fumes and some airborne particles.


 


 


*Additional skill-sets, competencies, and physical activities are also required for our Restaurant Manager opportunities.


 


Benefits Include:


 


· Competitive salaries


· Top Monthly Bonus Potential


· Paid Time Off


· Medical, Dental, Vision, and Prescription Plan


· Short & Long Term Disability


· Life Insurance


· 401(k) Plan


· Menu Discount


· Development & Growth Potential


 


Please apply online at https://applebeesaigcareers.clickandhire.net/admin to express your interest in our restaurant management opportunities.


Company Description

We value diversity and are an equal opportunity employer. We are also a drug-free workplace.


See full job description

Job Description


Real Water is looking to grow the Get Real Team bringing on a superstar that has the following abilities:


-Develop investor confidence and belief in the company's vision and strategy for delivering shareholder value.


-Develop a robust investor relations strategy and framework.


-Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties.


-Manage equity research and investor relationships.


-Work with legal counsel to ensure compliance on regulatory matters.


Requirements


 


- 5 + years Experience working with investors


- Understands SEC Compliance / regulations and can make educated decisions based off of this knowledge


- Ability to communicate company's vision


- Willingness to work extra hours 


-Can Present the companies Value in a small or large group


Company Description

Real Water is a growing premium bottled water manufacturing company that is looking to add a self-motivated individual to create their future success!


See full job description

Job Description


Great Restaurant Assistant Manager positions are currently available at our Dyersburg, TN!


What’s the job? As a Restaurant Assistant Manager you get to manage the show! You will be responsible for getting guests and staff excited about their experience every day at Applebee’s.


What you’ll do: You’ll build your team—from servers to cooks to in-location training teams —all with the focus of positioning your location to build the business in a safe, productive environment that allows employees to thrive and advance. You’ll be engaged in all aspects of the day-to-day operation of your Applebee’s—from building guest relationships to promoting community involvement. You’ll be responsible for meeting sales and profit goals; and, maintaining your store. You’ll be the Keeper of the Brand, promoting our standards in every aspect of daily operation.


Why you’ll like it: You’ll be the Big Apple, with an opportunity to plant seeds and watch them grow! You’ll solve problems. You’ll get to show your ability to handle the stress and rise above. You’ll be a role model. You’ll get to set the tone for the operation of your Applebee’s.


What you’ll need to be able to do: You’ll need to be at least 21 years old, possess a HS diploma, 1 to 3 years of demonstrated Restaurant Assistant Manager leadership experience in people management and development; growing sales; and providing excellent guest service for our management positions. You’ll need to be able to stand and move for up to 10 hours. You’ll need to be able to carry up to 50 pounds. You’ll need to be able to communicate well with others. You’ll need to be able to write routine reports and speak effectively before groups and in public. You’ll need to be able to bend, kneel, stoop and have a good balance. You’ll need to be okay with exposure to cleaning chemicals, smoke, fumes and some airborne particles.


*Additional skill-sets, competencies, and physical activities are also required for our Restaurant Manager opportunities.


Benefits Include:


· Competitive salaries


· Top Monthly Bonus Potential


· Paid Time Off


· Medical, Dental, Vision, and Prescription Plan


· Short & Long Term Disability


· Life Insurance


· Menu Discount


· Development & Growth Potential


Please apply online at www.jointeamapplebees.com to express your interest in our restaurant management opportunities.


Company Description

We value diversity and are an equal opportunity employer. We are also a drug-free workplace.


See full job description

Job Description


Line Cooks, Bartenders, Servers & Hosts wanted at our Hacks Cross Applebee's restaurant location!


Line Cooks: Our Line Cook are responsible for creating a positive and lasting dining impression for our guests by continuously focusing on the food regulated safety needs of our guests. This position's role is responsible for preparing orders as instructed while maintaining proper quality standards, food temperatures, portions, product presentations, and sanitary procedures; in accordance to Applebee’s recipes, plate presentations and specifications. As well as; being responsible for completing all assigned prep work and setting up the cook stations.


Bartenders/Servers: Our Servers create a positive and lasting dining impression for our guests to inspire continued visits in the future. This position's role is responsible for providing guests with an exceptional and professional dining experience by serving food, drinks, and to accommodate guests’ needs in a courteous, friendly and timely manner. As well as, up-selling, making recommendations, displaying a working knowledge of all menu items and prices, cash handling, and communicating clear and concise food orders to our BOH team.


Hosts: Our Hosts creates the first and last impressions of our guests’ dining experience by delivering exceptional and professional service that encourages continued guest visits in the future. The Host is responsible for ensuring that the greeting and seating of guests is prompt, efficient and above all friendly and courteous; in addition to, thanking our guests for visiting as they depart. They will also coordinate the organization, traffic flow, and cleanliness of the entry way waiting areas.


Minimum Qualifications:




  • 18 years of age to operate various restaurant food preparation equipment.

  • Great attitude, ability to work well as part of a team.

  • Prior cooking experience preferred; for Line Cook position.

  • Prior serving/bar experience preferred; for Server and/or Bartender positions.

  • Able to work assigned shifts and flexible schedules; including weekends and holidays

  • Ability to handle multiple priorities, often working on several orders at the same time and an eye for detail.

  • Must be able to read, write, perform basic math; positive and upbeat communication skills required.

  • Must possess finger and hand dexterity for using small tools and equipment.

  • Able to withstand changes in temperature; and follow all food safety procedures.

  • Able to stand/walk/bend throughout entire shift and ability to lift (pots, pans, etc.) up to 40 to 60 lbs.


Additional skill-sets, competencies, and physical activities are also required


Benefits Include:


· Competitive salaries


· Medical, Dental, Vision, and Prescription Plan


· Short & Long Term Disability


· Life Insurance


· Menu Discount


PLEASE APPLY ONLINE AT: http://www.jointeamapplebees.com


 


Company Description

We value diversity and are an equal opportunity employer. We are also a drug-free workplace.


See full job description

Hello, I'm currently recruiting for several part time (17 hour per week maximum) positions in the Central/South area. For more details, read below, reach out to me (KClifford@investorsbank.com), or please visit our online website: https://www.myinvestorsbank.com/Careers RESPONSIBILITIES * Processes customer transactions according to the Bank's policies and procedures. * Ensure regulatory requirements, such as Anti Money Laundering and Bank Secrecy Act are adhered to. * Build customer loyalty through courteous, professional service according to the Banks' established Sales and Service Standards. * Maintain knowledge of all Bank products and services to effectively promote the Bank to customers * Profile customers and open new accounts, as needed. * Identify customer needs and make appropriate referral of products and services while executing a smooth transition of customer to platform personnel or open * Consistently utilize 360 View CRM to log and manage the customer complaint process, customer inquiry process and referral leads to and from other business units throughout the Bank * Completes daily proof, investigates, resolves and reports out of balance conditions to supervisor. * Services and proves the ATM. * Assists with vault and shipment control as needed. * Prepares CTR form on appropriate transactions. * Updates bank check and money order issued logs and maintains inventory. * Scans checks and maintains daily capture log. * Trains and supports new tellers. * Demonstrate ISB Core Values in all actions * Performs other duties as may be assigned. #LI-KC1 * Position requires flexibility and willingness to travel to other locations/branches and to adapt to schedule changes during the workday to include evenings, Saturdays, lunch hours and break time. * A high school education with at least one year of cash handling experience is required. * Previous customer service experience or a strong desire to work in the service industry. * The ability to develop a complete working knowledge of the teller system, including the use of a PC and calculator, as required to efficiently perform the job. * Knowledge of office equipment is required. * Must be available to attend after hours training as needed. * Will be required to lift and carry teller cash box or teller coin bags weighing about 15 pounds. #LI-KC1 Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


See full job description

POSITION OVERVIEW In this role, the incumbent will be required to demonstrate excellent customer service in accordance with the Bank's Core Values and to maintain a well-developed working knowledge of the Bank's products and services. The Universal Banker will serve as the face of Investors Bank, providing superior customer service and acting in the capacity of a financial professional by engaging in needs based relationship building conversations. This includes an ethical approach to uncovering client needs and recommending appropriate products, services, and solutions to meet the clients short term and long term financial goals. The Universal Banker will be responsible for opening accounts, handling cash transactions, selling/cross-selling bank products and services as well as resolving simple and complex customer service issues. Individual must be a self-starter and goal oriented with a passion to succeed. RESPONSIBILITIES * Identifies, develops, and closes sales; applies needs based selling techniques to generate product interest; actively cross-sells products/services. * Actively engage in meaningful conversation with customers in order to seek a thorough understanding of their compete financial needs. Recommend products and services to support the customer's needs, through in person efforts, referrals to other lines of business, and marketing campaign outreach * Partners with and/or refer business specialist, such as loan officers, business banking and financial advisors to ensure specialized financial needs are met. * Serves as digital expert with the ability to demonstrate above average knowledge of all ditial channels in an effort to cross sell and expand existing relationships. * Deepens existing customer relationships through a variety of proactive sales and service initiatives which should be captures in the Bank's CRM. * Drives proactive sales conversations through inbound and outbound interactions. * Processes customer transactions and maintains accurate records of all interactions and transactions according to the Bank's policies and procedures. * Opens checking, savings, money market, retirement products and certificates of deposit accounts. Processes out-going wire transfers. Performs loan closings. Orders checks and debit cards and provides starter checks for new accounts. * Partners with and/or refer business specialist, ie., loan officers, business banker, financial advisors to ensure specialized financials needs are met. * Develops working relationships by effectively responding to customer needs, resolving inquiries/ complaints in a positive, professional and timely manner as outlined in Bank policies and procedures. * Responsible for ensuring all transactions are processed in accordance with internal policies and procedures including (BSA) Bank Secrecy Act requirements. * Responsible for daily cash & ATM proof. Investigates, resolves and reports out of balance transactions. Assists with vault and shipment control activities as needed. * Actively participates in all branch activities, including but not limited to; Huddles, Quickstarts, Call Nights, and Sales meetings. * Ability to effectively complete and pass all required quarterly/annual BSA training requirements. * Actively supports the Bank's community related initiatives in an effort to continue building the brand in all segments of the communities we serve. * High School Diploma or equivalent with at least 3-5 years of comparable Retail experience. * College degree preferred, but not required. LBE License preferred, but not required. Superior verbal and written communication skills are required. This position requires a willingness to travel to other locations, as well as adapt to various schedule changes that include evenings, weekend, lunch and/or breaks. Employees in this role will be required to lift and carry up to 15 pounds. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


See full job description

Job Description


Position located 10 minutes north of DT Dallas (off 75 Central Expressway)


Compensation up to 100k base plus 20% bonus


Good work/life balance


Excellent Benefits


 


Job Description:



  • Aid in the quarterly earnings preparation (preparation of presentations, Prepared Remarks, Q&A, logistics for earnings call,
    scheduling of follow-up calls with investors and analysts)

  • Assist with investor and financial analyst due diligence (ability to help answer questions and manage logistics of calls/meetings
    with SVP, IR and/or other senior management)

  • Assist in the preparation of company presentations (presentations for non-deal roadshows, investor conferences, Investor Days, etc.)

  • Monitor analyst financial models for consistency with publicly-disclosed information; assisting in dialogue with
    analysts to rectify any mis-aligned models

  • Manage logistics for investor conferences, webinars, non-deal roadshows, internal and external meetings;

  • Aid in scheduling calls with investors and analysts

  • Help with various other internal and external communications needs

  • related to the IR function or the broader Finance group

  • Interact with CFO, Finance Leadership and other business leaders


 


 


 


Job Requirements



  •  Degree in Accounting or Finance required

  • CPA highly preferred

  • 5+ years of experience from Public Accounting OR Fund accounting or Investment/real estate accounting

  • Must have strong Excel (pivot tables, vlookups) skills

  • Strong communication skills

  • Ability to pass drug, credit, criminal background checks


 



See full job description

Job Description


 


Job Description:


Hydrogen on Demand Technologies Develops and Delivers Revolutionary Hydrogen Fuel Production Systems and Technology to Clean up The Existing Dirty Diesel-Powered Industries


Your job will be to find and engage and manage a group of clean energy investors who are motivated to invest in the immediate reduction of greenhouse gas emissions and accelerate the transformation to clean hydrogen fuel power world-wide. You will also find, engage and manage our day to day application of local, state and national green energy grants and subsidies. Finally, you will also be our primary contact for the business communication with our current investors, while you continue to grow our relationships with strategic partners and investor’s worldwide.


Hydrogen on Demand Technologies (HoD Tech) www.hodpros.com. Designs, manufactures, markets, sells and supports revolutionary Hydrogen generators for the fast-growing hydrogen powered transportation industry and Diesel-Hydrogen Assist Technology (D-HAT™) systems to clean up / significantly reduce harmful emissions, emitted by existing dirty diesel-powered trucks, busses, marine fleets and heavy equipment.


For the first time, Long-Haul Trucking and International Marine fleets of every size and type can lock in significant fuel savings, enduring maintenance cost reductions, and certifiable large emission reductions of nearly all harmful diesel exhaust gases, and particulates when our D-HAT systems are deployed. We often reduce total fleet fuel spend by 10% to 20%, and add millions to annual bottom-line profitability via CO2 reduction Carbon Credits.


Company Description

HoD Tech develops, markets, sells, deploys and supports revolutionary Hydrogen fuel production systems and Hydrogen Enriched Diesel Combustion Systems worldwide. These systems produce pure Hydrogen gas through electrolysis, and patented (PEM) Proton Exchange Membrane cell technology. This pure hydrogen gas is compressed and sold as fuel to the ever-expanding hydrogen powered economy


See full job description

Job Description


 


Job Description:


Hydrogen on Demand Technologies Develops and Delivers Revolutionary Hydrogen Fuel Production Systems and Technology to Clean up The Existing Dirty Diesel-Powered Industries


Your job will be to find and engage and manage a group of clean energy investors who are motivated to invest in the immediate reduction of greenhouse gas emissions and accelerate the transformation to clean hydrogen fuel power world-wide. You will also find, engage and manage our day to day application of local, state and national green energy grants and subsidies. Finally, you will also be our primary contact for the business communication with our current investors, while you continue to grow our relationships with strategic partners and investor’s worldwide.


Hydrogen on Demand Technologies (HoD Tech) www.hodpros.com. Designs, manufactures, markets, sells and supports revolutionary Hydrogen generators for the fast-growing hydrogen powered transportation industry and Diesel-Hydrogen Assist Technology (D-HAT™) systems to clean up / significantly reduce harmful emissions, emitted by existing dirty diesel-powered trucks, busses, marine fleets and heavy equipment.


For the first time, Long-Haul Trucking and International Marine fleets of every size and type can lock in significant fuel savings, enduring maintenance cost reductions, and certifiable large emission reductions of nearly all harmful diesel exhaust gases, and particulates when our D-HAT systems are deployed. We often reduce total fleet fuel spend by 10% to 20%, and add millions to annual bottom-line profitability via CO2 reduction Carbon Credits.


Company Description

HoD Tech develops, markets, sells, deploys and supports revolutionary Hydrogen fuel production systems and Hydrogen Enriched Diesel Combustion Systems worldwide. These systems produce pure Hydrogen gas through electrolysis, and patented (PEM) Proton Exchange Membrane cell technology. This pure hydrogen gas is compressed and sold as fuel to the ever-expanding hydrogen powered economy


See full job description

Job Description


 


Job Description:


Hydrogen on Demand Technologies Develops and Delivers Revolutionary Hydrogen Fuel Production Systems and Technology to Clean up The Existing Dirty Diesel-Powered Industries


Your job will be to find and engage and manage a group of clean energy investors who are motivated to invest in the immediate reduction of greenhouse gas emissions and accelerate the transformation to clean hydrogen fuel power world-wide. You will also find, engage and manage our day to day application of local, state and national green energy grants and subsidies. Finally, you will also be our primary contact for the business communication with our current investors, while you continue to grow our relationships with strategic partners and investor’s worldwide.


Hydrogen on Demand Technologies (HoD Tech) www.hodpros.com. Designs, manufactures, markets, sells and supports revolutionary Hydrogen generators for the fast-growing hydrogen powered transportation industry and Diesel-Hydrogen Assist Technology (D-HAT™) systems to clean up / significantly reduce harmful emissions, emitted by existing dirty diesel-powered trucks, busses, marine fleets and heavy equipment.


For the first time, Long-Haul Trucking and International Marine fleets of every size and type can lock in significant fuel savings, enduring maintenance cost reductions, and certifiable large emission reductions of nearly all harmful diesel exhaust gases, and particulates when our D-HAT systems are deployed. We often reduce total fleet fuel spend by 10% to 20%, and add millions to annual bottom-line profitability via CO2 reduction Carbon Credits.


Company Description

HoD Tech develops, markets, sells, deploys and supports revolutionary Hydrogen fuel production systems and Hydrogen Enriched Diesel Combustion Systems worldwide. These systems produce pure Hydrogen gas through electrolysis, and patented (PEM) Proton Exchange Membrane cell technology. This pure hydrogen gas is compressed and sold as fuel to the ever-expanding hydrogen powered economy


See full job description

POSITION OVERVIEW Develops and manages portfolio relationships within target segments that lead to loans, deposits and other revenue generating products and services to increase fee-based income. Identifies viable relationship opportunities that include full lending, deposit, cash management and other banking services beneficial to the client and the Bank. Maintains high quality loans through the support of underwriting, portfolio administration and cash management functions. Ensures compliance with regulatory requirements and with the Bank's policies and procedures. Manages larger, more complex relationships then less experienced Relationship Managers. Mentors and oversees the work of less experienced Relationship Managers. RESPONSIBILITIES * Responsible for marketing credit-worthy potential and existing customers in an effort to develop new business and increase or retain existing business within the framework of the policy and procedures of the Bank. Promotes profitable growth of the loan portfolio and maximum customer responsiveness. Works with the Team Leader to develop a strategy to organize and grow the Healthcare Lending portfolio. * Manages all aspects of assigned loan portfolio with emphasis on credit quality, regulatory compliance, covenant compliance, bank policy compliance and delinquency control. Assists the Team Leader with the management of the team's sales and service efforts to ensure the retention and deepening of existing relationships, as well as growth of new relationships. Responsible for contributing to the team's growth and profitability with an extensive focus on portfolio management, business development and client cross sell activities for the relationship team. * Oversees the preparation of high quality loan presentations, including detailed financial analyses and assessment of borrower's financial capacity and creditworthiness. Assesses lending risks, identifies offsetting mitigants and makes recommendations on loan structure, while displaying sound credit judgement. * Responsible for detailed research and credit analysis of business customers, guarantors, and industry and economic conditions for credit transactions. Partners with analysts to underwrite specific credit requests; prepares and presents loan offerings to designated levels of authority; manages entire credit approval process through closing by directing administrative staff and/or legal counsel; monitors and maintains relationships to insure timely loan administration, which may include repayment, receipt of required financial updates, detections of potential problems and opportunities for additional business. * Maintains an active involvement in community and business organizations to drive new business. Cross-sells other Bank products and services; maintains continued awareness of market conditions and competition; continues education in financing products and techniques. * Bachelor's Degree * Minimum 4 years of credit analysis experience * 5-10 years experience in healthcare lending focusing on speciality practices and/or larger institutional lending deals. * Knowledge of loan and financial analysis techniques and accounting with well demonstrated understanding of loan risk factors. * Knowledge of banking regulations, lending policies, procedures and techniques. * Exceptional negotiation, communications, organizational, customer service, sales and problem-solving skills. * Expereince managing, mentoring or leading others. * Exceptional business development and interpersonal skills. * Exceptional networking ability and client following. * Attention to detail, ability to think creatively and solve problems. * Effective decision maker. DESIRED: * Formal banking credit training Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


See full job description

WELLINGTON MANAGEMENT
Wellington Management offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 55 countries, draw on a robust body of proprietary research and a collaborative culture that encourages independent thought and healthy debate. As a private partnership, we believe our ownership structure fosters a long-term view that aligns our perspectives with those of our clients.

POSITION
Client Service Management (CSM) contributes to Wellington Management's mission by delivering first class client service to both institutional clients and mutual fund sponsors. Global Investor Services, a team within CSM, is responsible for managing service delivery for small and mid-sized clients, driving resolution of client service matters, responding to client inquiries and meeting with clients to discuss operational and servicing related activities. These clients represent endowment, foundation, family office, corporate, and public funds relationships invested primarily in commingled pools maintained by our affiliates, Wellington Managed Funds - US, Wellington Managed Funds - Global, and Wellington Alternative Investments.

The Investor Services Analyst within Global Investor Services helps to service our US endowment, foundation, family office, corporate, and public fund clients who are invested in pools. In addition, the role requires collaboration and servicing to 3rd parties; namely investment consultants and outsourced CIO entities. The Investor Services Analyst plays a critical role in the relationship management effort by overseeing the client on-boarding process, managing cash flows, coordinating reporting and handling complex client and consultant inquiries.

The Investor Services Analyst will participate in a wide range of business and client service activities that require the cross-functional coordination with our Investment Products and Services, Client Reporting, Tax, Finance, Consultant Relations, and Fund Services colleagues. A successful Investor Services Analyst will help identify areas of operational efficiency and best practices, exhibit strong business judgment, and serve as a resource for others on the team.

Specific responsibilities include:


  • Independent coordination of on-boarding process for new Global Investor Services clients; liaise directly with client and their consultant(s) on funding documentation

  • Oversee account closings, restructurings, and custody rule procedures as needed

  • Supervise the cash flow processes and required documentation

  • Serve as a first escalation point on complex client questions and issues

  • Coordinate reporting deliverables, as needed

  • Participate in internal projects focused on fund investors, onboarding's, efficiency (systems), etc.

  • Help to identity areas of operational efficiency and best practices



QUALIFICATIONS
Specific skills and characteristics include:


  • A minimum of 5-8 years industry related experience is preferred

  • Strong interpersonal, verbal, and written communication skills

  • Strong client service orientation; ability to handle frequent client contact with grace and professional judgment

  • Ability to work in a fast-paced and team-oriented environment, where priorities change frequently and deadlines are often under significant time pressure

  • Ability to work independently, manage, and effectively prioritize multiple tasks simultaneously

  • Strong analytical/problem solving skills and keen attention to detail

  • Solid work ethic, positive attitude, and strong business judgment

  • Designation of, or demonstrated progress towards, an MBA or CFA preferred


JOB TITLE
Investor Services Analyst
LOCATION
280 Congress
As an equal opportunity employer, Wellington Management ensures that all qualified applicants will receive equal consideration for employment without regard to r ace, color, sex, sexual orientation, gender identity, gender expression, religion, creed, national origin, age, ancestry, disability (physical or mental), medical condition, citizenship, marital status, pregnancy, veteran or military status, genetic information or any other characteristic protected by applicable law . If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at GMCANINQ@wellington.com .


See full job description

Job Description


Line Cooks, Servers & Hosts wanted at our Lexington, VA - Applebee's restaurants!


Line Cooks: Our Line Cook are responsible for creating a positive and lasting dining impression for our guests by continuously focusing on the food regulated safety needs of our guests. This position's role is responsible for preparing orders as instructed while maintaining proper quality standards, food temperatures, portions, product presentations, and sanitary procedures; in accordance to Applebee’s recipes, plate presentations and specifications. As well as; being responsible for completing all assigned prep work and setting up the cook stations.


Servers: Our Servers create a positive and lasting dining impression for our guests to inspire continued visits in the future. This position's role is responsible for providing guests with an exceptional and professional dining experience by serving food, drinks, and to accommodate guests’ needs in a courteous, friendly and timely manner. As well as, up-selling, making recommendations, displaying a working knowledge of all menu items and prices, cash handling, and communicating clear and concise food orders to our BOH team.


Hosts: Our Hosts creates the first and last impressions of our guests’ dining experience by delivering exceptional and professional service that encourages continued guest visits in the future. The Host is responsible for ensuring that the greeting and seating of guests is prompt, efficient and above all friendly and courteous; in addition to, thanking our guests for visiting as they depart. They will also coordinate the organization, traffic flow, and cleanliness of the entry way waiting areas.


Minimum Qualifications:




  • 18 years of age to operate various restaurant food preparation equipment.

  • Great attitude, ability to work well as part of a team.

  • Prior cooking experience preferred; for Line Cook position.

  • Prior serving experience preferred; for Server position.

  • Able to work assigned shifts and flexible schedules; including weekends and holidays

  • Ability to handle multiple priorities, often working on several orders at the same time and an eye for detail.

  • Must be able to read, write, perform basic math; positive and upbeat communication skills required.

  • Must possess finger and hand dexterity for using small tools and equipment.

  • Able to withstand changes in temperature; and follow all food safety procedures.

  • Able to stand/walk/bend throughout entire shift and ability to lift (pots, pans, etc.) up to 40 to 60 lbs.


Additional skill-sets, competencies, and physical activities are also required


Benefits Include:


· Competitive salaries


· Medical, Dental, Vision, and Prescription Plan


· Short & Long Term Disability


· Life Insurance


· 401(k) Plan


· Menu Discount


PLEASE APPLY ONLINE AT: http://jointeamapplebees.com


 


Company Description

We value diversity and are an equal opportunity employer. We are also a drug-free workplace.


See full job description

Job Description


 



ASSISTANT PROJECT MANAGER - RALEIGH AND GREENSBORO, NORTH CAROLINA


 


Iron Fish is seeking an Assistant Project Manager to manage the day-to-day activities on various multifamily renovation projects. This position reports to the Project Manager for the Southeast region. Applicant must possess a strong work ethic, the ability to work independently with limited supervision, strong communication skills and the ability to manage multiple projects simultaneously. The Assistant Project Manager will be on-site at projects based primarily in Raleigh and Greensboro, North Carolina areas; however, a willingness to travel as needed is a must.  


 


Assist Project Managers with the Following Activities:




  • Provide on-site project supervision to ensure project goals or objectives


  • Oversee subcontractors on each job site and provide direction as needed


  • Work with suppliers and trade partners to schedule and track materials and equipment deliveries and installation


  • Ensure quality control


  • Perform unit inspections and take corrective action as needed


  • Manage schedule to ensure timely completion


  • Coordinate municipality inspections


  • Assist with procuring and tracking permits


  • Maintain project logs


  • Assist with project buyout


  • Monitor and report on construction progress to management


  • Promote and maintain a safe work environment.


  • Other duties as assigned by manager.




Requirements:



  • High school education or GED


  • Associates degree or vocational training preferred


  • 2 years’ experience in related construction field with multifamily construction experience preferred.


  • Strong work ethic and ability to work in fast-paced environment.


  • Strong written and verbal communication skills.


  • Perform functions efficiently and accurately with little direct supervision.


  • Valid Driver’s License with safe driving record.


  • Proficient in Microsoft Office, Outlook and Adobe.




Iron Fish Construction is an Equal Opportunity Employer and does not discriminate on any basis. We strive to create a meritocracy where all employees can meaningfully contribute, develop and thrive.


Company Description

www.ironfishconstruction.com


See full job description

Job Description


Line Cooks, Servers & Hosts wanted at our Mt. Vernon, IL Applebee's restaurants!


Line Cooks: Our Line Cook are responsible for creating a positive and lasting dining impression for our guests by continuously focusing on the food regulated safety needs of our guests. This position's role is responsible for preparing orders as instructed while maintaining proper quality standards, food temperatures, portions, product presentations, and sanitary procedures; in accordance to Applebee’s recipes, plate presentations and specifications. As well as; being responsible for completing all assigned prep work and setting up the cook stations.


Servers: Our Servers create a positive and lasting dining impression for our guests to inspire continued visits in the future. This position's role is responsible for providing guests with an exceptional and professional dining experience by serving food, drinks, and to accommodate guests’ needs in a courteous, friendly and timely manner. As well as, up-selling, making recommendations, displaying a working knowledge of all menu items and prices, cash handling, and communicating clear and concise food orders to our BOH team.


Hosts: Our Hosts creates the first and last impressions of our guests’ dining experience by delivering exceptional and professional service that encourages continued guest visits in the future. The Host is responsible for ensuring that the greeting and seating of guests is prompt, efficient and above all friendly and courteous; in addition to, thanking our guests for visiting as they depart. They will also coordinate the organization, traffic flow, and cleanliness of the entry way waiting areas.


Minimum Qualifications:




  • 18 years of age to operate various restaurant food preparation equipment.

  • Great attitude, ability to work well as part of a team.

  • Prior cooking experience preferred; for Line Cook position.

  • Prior serving experience preferred; for Server position.

  • Able to work assigned shifts and flexible schedules; including weekends and holidays

  • Ability to handle multiple priorities, often working on several orders at the same time and an eye for detail.

  • Must be able to read, write, perform basic math; positive and upbeat communication skills required.

  • Must possess finger and hand dexterity for using small tools and equipment.

  • Able to withstand changes in temperature; and follow all food safety procedures.

  • Able to stand/walk/bend throughout entire shift and ability to lift (pots, pans, etc.) up to 40 to 60 lbs.


Additional skill-sets, competencies, and physical activities are also required


Benefits Include:


· Competitive salaries


· Medical, Dental, Vision, and Prescription Plan


· Short & Long Term Disability


· Life Insurance


· 401(k) Plan


· Menu Discount


PLEASE APPLY ONLINE AT: http://www.jointeamapplebees.com


 


Company Description

We value diversity and are an equal opportunity employer. We are also a drug-free workplace.


See full job description

POSITION OBJECTIVE Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures. Serve as the face of ISB by exceeding service expectations, while identifying customer needs and appropriately referring bank products and services in accordance to those needs. Serves as a senior teller by performing more advanced transactions and training other tellers, as needed. Depending upon the branch, may serve in a dual role capacity as a Personal Banker in opening new accounts and performing all platform related functions, as needed. RESPONSIBILITIES * Processes customer transactions according to the Bank's policies and procedures. * Ensure regulatory requirements, such as Anti Money Laundering and Bank Secrecy Act are adhered to. * Build customer loyalty through courteous, professional service according to the Banks' established Sales and Service Standards. * Maintain knowledge of all Bank products and services to effectively promote the Bank to customers * Profile customers and open new accounts, as needed. * Identify customer needs and make appropriate referral of products and services while executing a smooth transition of customer to platform personnel or open * Consistently utilize 360 View CRM to log and manage the customer complaint process, customer inquiry process and referral leads to and from other business units throughout the Bank * Completes daily proof, investigates, resolves and reports out of balance conditions to supervisor. * Services and proves the ATM. * Assists with vault and shipment control as needed. * Prepares CTR form on appropriate transactions. * Updates bank check and money order issued logs and maintains inventory. * Scans checks and maintains daily capture log. * Trains and supports new tellers. * Demonstrate ISB Core Values in all actions * Performs other duties as may be assigned. * A high school education with at least one year of cash handling experience is required. * Previous customer service experience or a strong desire to work in the service industry. * The ability to develop a complete working knowledge of the teller system, including the use of a PC and calculator, as required to efficiently perform the job. * Knowledge of office equipment is required. * Position requires flexibility and willingness to travel to other locations/branches and to adapt to schedule changes during the workday to include evenings, Saturdays, lunch hours and break time. * Must be available to attend after hours training as needed. * Will be required to lift and carry teller cash box or teller coin bags weighing about 15 pounds. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled


See full job description
Previous 1 3 4
Filters
Receive Investor jobs in Washington, DC in your inbox.
Receive jobs in your inbox

I agree to Localwise’s Terms & Privacy