New offer - be the first one to apply!
July 17, 2026
Loan Associate
Junior • On-site
51,996 - 74,880 USD/hr
Broomfield, CO
Who We're Looking For
You're detail-oriented and service-driven, with a solid foundation in loan support and a passion for helping clients succeed. From preparing loan files to monitoring past dues and covenants, you're someone who keeps processes organized and accurate.
You bring a team-first mindset, strong communication skills, and a client-focused approach to every interaction—whether it's with a colleague or a client. If you're eager to grow your lending knowledge and support a high-performing Relationship Banking team, this role is for you.
About the Role
The Loan Associate plays a critical role in supporting the full lifecycle of loans after origination. This role handles a wide range of operational tasks, including loan boarding, funding, payment processing, collateral tracking, and paid loan documentation.
Working independently under general supervision, you'll prioritize daily workflows, ensure accuracy across systems, and serve as a resource to peers through training and cross-coverage support. Your ability to manage multiple priorities while maintaining strong attention to detail will drive consistency across the loan servicing process.
What You'll Do
- Gather due diligence documents and application materials; help prepare credit files and supporting documentation for new and renewed loan opportunities.
- Compile and organize file-appropriate approval documents and assist in preparing closing packages in coordination with Relationship Bankers.
- Partner with Loan Operations to ensure accurate booking and funding of new loans, and support ongoing maintenance of the loan portfolio.
- Track past due loans, annual reviews, maturing loans, and renewals; ensure data accuracy and timely follow-up on outstanding items.
- Respond to client requests, including loan advances, account updates, and payment inquiries.
- Assist with preparation of presentations and materials for onboarding new clients and supporting Relationship Banker planning efforts.
What You Bring
- Bachelor's degree or equivalent professional experience.
- 0–3 years of experience in banking, lending, credit, or a related development program.
- Proficiency in Microsoft Office Suite, particularly Excel.
- Familiarity with banking systems and credit software; CRM experience preferred.
- Strong attention to detail, accuracy, and organizational skills.
- Excellent verbal and written communication skills.
- High initiative and follow-through, with a strong customer service mindset.
- Ability to prioritize and complete tasks independently and collaboratively.
- Demonstrated ability to resolve routine problems using established procedures and escalate issues when necessary.
- Capable of navigating multiple internal relationships and working productively with peers, Relationship Bankers, credit, and operations teams. Some external client contact on routine matters.
What We Offer
- Competitive base salary: $25.49 - $35.58/HR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
Equal Opportunity Employer
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.
Similar jobs you might like
Technology

First Western Financial
AVP, Senior Credit Analyst
Senior
On-site
Denver, CO
77,004 - 108,000 USD/yr
🏢 Summary: Senior Credit Analyst role focused on underwriting complex loan requests, managing loan portfolios, and supporting client growth through credit analysis and compliance oversight. The position involves coordinating the full credit lifecycle, collaborating with Relationship Bankers, and mentoring junior team members in a fast-paced banking environment. Offers competitive compensation, bonus potential, benefits, and professional development support. 🗂️ Requirements: Bachelor's degree in business, finance, or related field, 5–7 years of lending, underwriting, and/or credit experience, Advanced Excel proficiency, Experience with banking and credit software, Experience with CRM systems, Strong mathematical and analytical skills, Ability to work independently and collaboratively, Excellent written and verbal communication skills, Strong organizational and multitasking abilities, NMLS registration upon hire 📃 Skills: Excel, CRM, Microsoft, Banking, Underwriting, Credit, Finance, Lending, Analysis, NMLS 🏢 Description: AVP, Senior Credit Analyst Salary: $77,000 - $108,000/YR *Actual offer will be based on experience, location, education, and/or skills* Applications should be submitted for consideration no later 07/31/2026. Who We're Looking For You're an experienced credit professional with a strong foundation in underwriting, portfolio management, and client servicing. You work efficiently in a fast-paced environment, maintain high standards of credit quality, and support revenue generation through sound analysis and process execution. You bring structure to complex loan requests, mentor junior team members, and uphold compliance across all stages of the credit lifecycle. If you're detail-oriented, disciplined, and skilled at managing both relationships and risk—this role is for you. About the Role The AVP, Senior Credit Analyst supports the Profit Center (PC) by identifying key revenue-generating opportunities across loans, deposits, and investment assets. The role contributes to client growth and retention through accurate underwriting, portfolio oversight, and coordination of the full credit process. Responsibilities include evaluating new loan requests, managing renewals, and ensuring compliance with pricing, credit, and documentation standards. This position plays a critical role in maintaining the health of the loan portfolio—tracking exceptions, covenant requirements, and past dues while supporting Relationship Bankers in delivering complete financial solutions. Success in this role requires strong analytical skills, independent execution, and the ability to operate efficiently in a fast-paced, evolving environment. What You'll Do - Underwrite and analyze complex loan requests, renewals, and modifications, ensuring credit quality, sound structure, and alignment with client needs. - Coordinate all stages of the credit process—from client outreach and document collection to loan application, approval, closing, and onboarding. - Maintain the loan portfolio through proactive administration, including tracking past dues, maturing loans, covenants, exceptions, and annual reviews. - Support cross-selling efforts by identifying new lending opportunities for existing clients and introducing additional bank products. - Collaborate with Relationship Bankers and internal teams to support new business development for both existing and prospective clients. - Provide training and guidance to Credit Analysts and Loan Associates, while ensuring compliance with internal policies and regulatory requirements. What You Bring - Bachelor's degree in business, finance, or a related field - 5–7 years of lending, underwriting, and/or credit experience - Proficiency in Microsoft Office Suite, with advanced Excel skills - Experience with banking and credit software - Experience with CRM systems - Strong mathematical and analytical skills - High initiative and follow-through - Ability to work independently and with a team - Excellent written and verbal communication skills - Strong organizational skills with the ability to prioritize and multi-task - Self-starter with the ability to collaborate across teams and with clients - NMLS registration upon hire What We Offer - Competitive base salary: $77,000 - $108,000/YR, plus strong bonus potential. - 401(k) plan with employer match. - Paid parking and transportation benefits. - Comprehensive health and wellness benefits, including: - Health savings accounts (HSA) - Flexible spending accounts (FSA) - Medical, dental, and vision coverage - Generous paid time off and bank holidays. - Access to training and professional development programs. - Sponsorship and support for obtaining professional certifications. - A culture of collaboration, continuous improvement, and shared success. Equal Opportunity Employer First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status.
Technology

People Assisting the Homeless
Program Associate (JR 5722)
Junior
On-site
San Diego, CA
43,680 - 54,084 USD/hr
🏢 Summary: Full-time Program Associate role providing administrative and clerical support to program leadership, staff, and clients in a social services environment. The position involves coordinating procurement, supporting reports and projects, organizing meetings, and assisting with documentation and compliance tasks. Driving is required, along with completion of background checks and mandatory trainings. 🗂️ Requirements: Employment eligibility verification, CPR/First Aid certification (or willingness to obtain), Completion of Tuberculosis Test, Successful Background Screening, Successful Drug Test, Reliable transportation, Valid driver's license, Proof of vehicle insurance and ownership, Ability to qualify for company insurance coverage, Authorization to work in the U.S., Work performed within California, Driving as an essential job function 📃 Skills: CPR, FirstAid, Documentation, Reporting, Procurement, DataAnalysis, Research 🏢 Description: WHY WORK FOR US? We are mission and values driven and your contributions will make a difference. We make a positive difference in people's lives and help an average of 23 people per week to find a place to live. If you join us, you will be able to advocate for change while also working with influential people who effect changes in policy and devote time to issues of racial and social justice. We prioritize your work/life balance and provide various scheduling options in addition to generous time off, health, and wellness benefits and we're committed to helping you reach your potential by providing opportunities for professional growth across the state. Salary: $21.00 to $26.00 per hour Pay Frequency: 24 Pay Periods Per Year Full Time Non-Exempt Driving Required Lower end of range will apply to candidates who meet minimum experience or have limited years of relevant experience. The higher end of range will apply to seasoned candidates with considerable years of relevant experience. ABOUT THE JOB The Program Associate provides general administrative support to the programs, which may include leadership, staff, residents and client participants. This includes supporting the overall organization of the department, handling administrative duties, and assisting with procedures, policies, and projects. Position Responsibilities include: Provide administrative and clerical support to management and direct line staff Coordinate purchases and procurement of approved requests for supplies, equipment, and client assistance items. Assist with research, preparation, and written documentation for special projects, presentations, and meetings. Plan and coordinate department meetings Assist with completing reports as necessary WHAT YOU BRING Analytical Skills and Attention to Detail: Gather and interpret data, identifying trends, patterns, and insights to inform decision-making. Ability to consistently produce high-quality work, ensuring accuracy and precision in all tasks. Collaboration and Teamwork: Work effectively with others, seeking out and building positive working relationships with colleagues, participants, and stakeholders. Contribute to team goals and recognize the strengths and contributions of others. Communication: Convey information clearly and effectively (both verbally and in writing) to individuals and groups in a manner that informs, engages and maintains their attention. Creativity and Initiative: Take action and make decisions without being prompted, demonstrating a proactive approach to work and a willingness to take on additional responsibilities. Generate innovative solutions to problems or challenges. Critical Thinking and Problem Solving: Analyze and evaluate information and situations, identify key issues, consider alternatives, and make logical decisions based on sound reasoning that will achieve the desired outcome. Ethics and Boundaries: Maintain ethical and professional standards, demonstrating honesty, integrity, and a commitment to doing the right thing in all situations while maintaining professional boundaries. PREFERRED QUALIFICATIONS Two (2) years' experience working in a relevant field. MINIMUM QUALIFICATIONS All levels of education and experience are welcome. MANDATORY REQUIREMENTS Have employment eligibility verification Have or be able and willing to obtain CPR/First Aid training Successfully complete the following as a condition of hire: Tuberculosis Test Background Screening Drug Test DRIVING Driving is an essential function of this position. To meet the employment requirements for this role, all candidates must: Have reliable transportation A valid driver's license Proof of insurance and ownership for personal vehicles used during work duties The ability to qualify for insurance coverage EMPLOYMENT ELIGIBILITY Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa. CALIFORNIA-BASED WORK EXPECTATIONS All regular and customary work must be performed within the state. Approval for work outside of the office does not establish approval for work to be conducted outside of California. Work schedules are determined by the responsibilities of the role and operational requirements, and may be adjusted at any time. WHAT WE OFFER In addition to a rewarding work environment, employees receive a competitive benefits package that includes medical, dental and vision coverage, vacation and sick time, paid holidays, and a retirement plan. READY TO MAKE A DIFFERENCE THROUGH ACTION? If this position sounds like a fit, please submit your application today. A resume is required.
Healthcare

Arc Hospice & Palliative Care
Hospice Community Liaison
Mid
On-site
Fort Lauderdale, FL
🏢 Summary: Field-based Account Liaison role responsible for developing and managing referral relationships to promote hospice and palliative care services across Broward County. The position focuses on generating new business opportunities, educating providers and families, supporting referral conversion, and maintaining accurate outreach documentation. It is a performance-driven role requiring healthcare sales experience and proficiency with documentation systems. 🗂️ Requirements: Currently reside in Broward County, Florida, Minimum 2 years of healthcare sales, business development, or marketing experience, Hospice or home health experience strongly preferred, Proficiency with Microsoft Office, Proficiency with electronic medical record systems, Valid driver's license, Reliable transportation, Ability to maintain HIPAA compliance 📃 Skills: Microsoft, Office, EMR, HIPAA 🏢 Description: At Arc Hospice & Palliative Care, we are united by a mission to bring comfort, dignity, and compassionate support to every patient and family we serve. Join a team where your work has purpose, and your growth is supported. Make a difference where compassion meets community. As an Account Liaison, you'll build trusted relationships with healthcare providers, patients, and families across Broward County, Florida. This role is ideal for someone who thrives on connection, believes in the power of hospice, and wants to bring comfort and clarity to those navigating end-of-life care. Overview The Account Liaison is responsible for building and maintaining relationships with referral sources to promote awareness of hospice and palliative care services. This field-based role generates new business opportunities, supports referral conversion, and serves as a key representative within the community. The Liaison collaborates closely with operational and clinical leaders to ensure alignment between referral needs and service capabilities. This is a performance-driven role focused on consistent outreach, education, and engagement across the assigned territory. Key Responsibilities - Represent the organization in the community with professionalism and compassion. - Develop and maintain strong relationships with physicians, hospitals, nursing homes, assisted living facilities, senior communities, and other referral partners. - Meet with patients and families to review hospice philosophy, explain services, answer questions, and obtain signed consents for care. - Educate healthcare providers and community members on hospice and palliative care services. - Conduct in-services, presentations, and community outreach events to raise awareness. - Support referral generation and facilitate timely communication with the intake and clinical teams. - Identify opportunities for partnership or collaboration to enhance access to care. - Track outreach activities and maintain accurate records in accordance with company documentation standards. - Maintain awareness of competitor activity and market trends in the assigned territory. - Participate in team meetings and contribute to ongoing strategy and planning discussions. - Support the mission to deliver high-quality, person-centered care. - Maintain confidentiality and adhere to all HIPAA regulations. - Perform other duties as assigned. Qualifications - Must currently reside in Broward County, Florida. - Bachelor's degree preferred. - Minimum of two (2) years of experience in healthcare sales, business development, or marketing; hospice or home health experience strongly preferred. - Strong interpersonal, communication, and relationship-building skills. - Ability to educate diverse audiences about hospice services with clarity and empathy. - Highly organized, self-directed, and goal-oriented. - Proficient with Microsoft Office and electronic medical record systems. - Valid driver's license and reliable transportation required. - Demonstrated empathy, sensitivity, and ability to support patients and families from diverse backgrounds. - Strong commitment to delivering high-quality, person-centered care aligned with mission, values, and standards of dignity, respect, compassion, and integrity. Compensation $75,000—$85,000 USD Final pay is determined based on factors such as experience, licensure, location, and business needs at the time of hire. Some roles may be eligible for additional compensation components consistent with organizational practices. Arc Hospice & Palliative Care is an Equal Opportunity Employer and welcomes applicants from all backgrounds to join in delivering compassionate, inclusive care.
Technology
Designing Justice + Designing Spaces
Intermediate Architectural Associate
Mid
Hybrid
Berkeley, CA
84,996 - 110,004 USD/yr
🏢 Summary: Full-time Intermediate Architectural Associate role focused on advancing community-centered architectural projects across all design phases, from concept through construction administration. The position combines technical drawing, code research, consultant coordination, and community engagement within diverse project types including housing, commercial, education, and mixed-use developments. Hybrid work structure with competitive salary and comprehensive benefits. 🗂️ Requirements: Based in California Bay Area, Eligible to work in the U.S., Bachelor's or Master's degree in Architecture, 5–7 years professional architectural experience, Experience across all phases of architectural design, Ability to produce full drawing sets and construction detailing, Experience coordinating with consultants and engineers, Strong knowledge of construction materials and standards, Experience with pre-design, programming, code research, entitlement and permitting, Proficiency in Revit, Proficiency in SketchUp, Proficiency in Rhino, Proficiency in AutoCAD, Proficiency in Adobe Creative Suite, Proficiency in Microsoft Office, Proficiency in Google Apps, Ability to conduct building code and zoning research, Experience with construction administration tasks 📃 Skills: Revit, SketchUp, Rhino, AutoCAD, Adobe, Microsoft, Google, Zoning, Permitting, Construction, Documentation, Modeling, Code, Drafting 🏢 Description: Title: Intermediate Architectural Associate Location: Oakland, CA — Hybrid (3 days/week in office) Salary Range: $85,000–$110,000 Reports To: Studio Director How You Fit In You will play a key role in advancing design projects by contributing both technical rigor and creative vision. Your work will ensure that community input is honored in every phase and that design intent is carried through to completion. Who You Are Currently based in the California Bay Area and eligible to work in the U.S. Hold a Bachelor's or Master's degree in Architecture 5–7 years of professional experience across all phases of architectural design Skilled in producing full drawing sets, construction detailing, and coordinating with consultants and engineers Strong knowledge of construction materials, standards, and details Experience with pre-design, building programming, code research, and navigating entitlement and permitting processes Proficient in Revit, SketchUp, Rhino, AutoCAD, Adobe Creative Suite, Microsoft Office, and Google Apps Strong model-making skills (physical and digital) Excellent verbal and written communication, strong organizational skills, and a collaborative interpersonal style; comfortable representing the organization in public forums and community settings High emotional intelligence, cultural competency, and a solutions-oriented mindset when navigating challenges Ability to take both initiative and direction; accountable and open to feedback Deep commitment to justice and equity, with an understanding of systemic racism and its impacts; embrace community-led, cross-disciplinary design processes Professional, adaptable, teachable, and aligned with mission and values Experience That's Helpful but Not Required Familiarity with the programming phase of architectural design Fabrication or 3D printing experience Trauma-informed design knowledge Public speaking and facilitation skills Community engagement experience Spanish fluency Graphic design, sketching, or illustration skills What You'll Lead Prepare design diagrams, design studies, and conceptual design presentation materials; present design materials to clients when appropriate. Advance design concepts through technical phases, ensuring documentation reflects intent and execution. Contribute technical drawings and design support across projects including new construction, adaptive reuse, renovation, housing, commercial, education, and mixed-use developments. Support all phases of drawing production with experience in detailing, integration, and contract documents. Conduct building code and zoning research, including working knowledge of California codes, zoning, and permitting processes. Assist with construction administration tasks, including RFIs, consultant/contractor coordination, and close-out documentation. Support community engagement efforts and translate engagement findings into building programs, design ideas, and narratives. Provide mentorship and support to interns or junior staff as needed. Where You'll Collaborate Work closely with the Design Director and design team on concept design, development, and presentations using both analog (sketching, model-making) and digital tools. Partner with the Community Engagement Manager to translate engagement findings into design strategies and narratives. Collaborate on FF&E selection, lighting, finishes, and millwork documentation. Engage with consultants, contractors, and community stakeholders to integrate technical and community perspectives. Collaborate with Communications and Real Estate teams as part of an integrated project approach. Benefits Annual salary range of $85,000–$110,000, depending on experience Full-time, salaried position with a hybrid work structure 100% medical, dental, and vision insurance coverage for employees and their children under age 26, with optional coverage for domestic partners, long-term disability, and life insurance Paid time off including vacation (tiered by tenure), sick leave, bereavement, jury duty, and 16 total holidays (12 standard plus 4 flexible/personal days) Up to 12 weeks of fully paid parental leave supported by state supplemental pay Sabbatical eligibility after 7 years of service, including 12 weeks paid leave and reduced-load continuation How to Apply Submit a resume, cover letter, and portfolio as part of the application. Resume and portfolio should be combined into a single PDF file and uploaded together. If the portfolio is hosted online, upload the resume and provide a portfolio link. Portfolio guidance: Include early sketches, diagrams, study models, iterations, and redlines, not just final images. Show technical drawings and details demonstrating execution. Clarify your specific role in team projects. Include creative work such as competitions, art, research, build projects, or community work. We are interested in the thinking and craft behind each project as much as the finished result.
Technology

SPS Global
Client Service Associate
Junior
On-site
Chicago, IL
18 - 20 USD/hr
🏢 Summary: Full-time onsite Client Services Associate role supporting mailroom operations, office services, inventory management, hospitality, and reception functions in a fast-paced workplace environment. The position focuses on maintaining smooth daily operations, handling shipping and receiving tasks, supporting meeting spaces, and delivering professional customer service. 🗂️ Requirements: High School Diploma or equivalent, 1+ year experience in customer service, office support, or similar role, Strong communication skills, Strong multitasking skills, Ability to learn new systems and processes, Professional appearance and demeanor, Ability to lift and move 40–60 lbs, Ability to operate common office equipment 📃 Skills: Mailroom, Logistics, Inventory, Shipping, Receiving, Reception, Hospitality, Printers, Warehouse, Tracking 🏢 Description: Client Services Associate We're hiring! If you're a people-focused, detail-oriented professional who enjoys keeping an office running smoothly, this role is for you. We're seeking a Client Services Associate to support daily operations, deliver exceptional service, and create a welcoming experience for employees and visitors. Quick Facts - Full-time onsite role - Compensation range: $18–$20 USD About the Role As a Client Services Associate, you'll handle mail and package operations, support office supplies and shipping and receiving, organize supply inventories and equipment management, assist with meeting room setups, and provide hospitality and occasional reception coverage. This position is ideal for someone who excels in a fast-paced environment, loves helping others, and takes pride in maintaining a polished, organized workspace. What You'll Do Mailroom Operations - Receive, sort, and distribute all inbound mail and packages - Process outbound mail, shipments, and tracking documentation - Maintain accurate chain-of-custody records - Notify employees of incoming deliveries and coordinate pickup Warehouse & Logistics - Perform shipping and receiving tasks for supplies, materials, and equipment - Verify packing slips, inspect shipments, and report discrepancies - Organize and maintain warehouse areas for cleanliness and efficiency - Load/unload items using proper safety techniques Office Operations - Monitor and restock office supplies - Ensure printers/MFDs are functional and stocked - Keep the Business Service Center neat and organized - Submit and follow up on work orders Inventory & Supplies - Monitor stock levels of office and warehouse supplies - Replenish inventory and support ordering when needed - Keep storage areas neat and labeled for easy access Hospitality & Facilities Support - Set up meeting and conference rooms - Support pantry, barista, or kitchen areas - Perform light cleaning and maintenance tasks - Assist with internal office moves Reception & Customer Support - Provide backup front desk/reception coverage - Deliver friendly, professional service to employees and guests - Handle sensitive or urgent requests with discretion What You Bring - High School Diploma or equivalent - 1+ year of experience in customer service, office support, or similar preferred - Strong communication and multitasking skills - A proactive, solutions-oriented mindset - Comfort learning new systems and processes - Professional appearance and demeanor Physical Requirements - Ability to lift/move 40–60 lbs - Frequent walking, bending, standing, and light manual activity - Ability to operate common office equipment Why You'll Love Working With Us - Supportive team culture - Opportunities to learn and grow - A role with high visibility and daily impact - A chance to be the go-to person who keeps everything running smoothly Benefits - Medical, Dental, Vision - HCFSA, DCFSA, HSA - Commuter Transit and Parking - Supplemental Life Insurance - Accident Insurance - Critical Illness - Hospital Indemnity - Legal Program - Identity Theft Protection - Pet Discounts and Pet Insurance - Group Home and Auto Insurance - Employee Assistance Program - Short Term Disability - Life Insurance - Education Discounts - 401k with matching - Entertainment Discounts - Paid Time Off
Technology

Mercer Advisors
Service Operations Associate (San Diego, CA)
Mid
On-site
San Diego, CA
28 - 34 USD/hr
🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.
Technology

Flexport
Workplace Associate
Mid
On-site
Los Angeles, CA
50,040 - 61,164 USD/yr
🏢 Summary: Workplace Associate role focused on office operations, employee experience, front desk coordination, event logistics, facilities support, and workplace administration in a fast-paced environment. The position involves partnering with office leadership, managing workplace requests, supporting onboarding, and maintaining a welcoming and efficient office space. Offers salary, bonus, equity, and comprehensive benefits. 🗂️ Requirements: Bachelor's degree or equivalent experience, 2+ years of experience in office coordination, workplace operations, or administrative support, Experience working in fast-paced or high-growth environments, Strong written and verbal communication skills, Ability to collaborate across teams and with leadership, Organizational and multitasking skills, Problem-solving and operational support experience, Experience with office setup or growing teams 📃 Skills: Jira, IT, Facilities, Operations, Administration, Onboarding, Logistics, VendorManagement, Workplace 🏢 Description: At Flexport, we believe the workplace is more than just a physical space - it's a platform for culture, connection, and doing your best work. How people feel when they walk into the office shapes how they collaborate, innovate, and grow. That's where the Workplace Team comes in. We're the heart of hospitality and the operational engine behind a thoughtful, inclusive, and high-performing employee experience. As a Workplace Associate, you'll be central to shaping the daily rhythm and culture of Flexport, creating an environment where teams can thrive and where our values are felt in the little things that make a big difference. If you're someone who thrives on making things run smoothly while creating moments of joy, support, and connection, this is your opportunity to build a workplace that's welcoming, people-first, and built for impact. What you'll do: - Be the first point of contact, delivering a high-touch, people-first experience at our front desk. - Partner closely with the General Manager or Branch Manager to understand and support the unique needs of the office, aligning Workplace operations with business goals and employee experience priorities. - Drive logistics and experience coordination for in-office events (happy hours, office visits, special programming, etc.). - Own the local Jira ticketing queue, promptly responding to and escalating workplace requests. - Act as a liaison with building management in order to manage access, vendor registration, and maintenance requests. - Champion the look and feel of our space, from conference rooms to kitchens, ensuring everything is tidied, stocked, and aligned with our culture of excellence. - Provide an extra set of eyes and ears on all things office, vendors, security, and facilities. - Help ensure compliance and safety across our workplace, serving as a culture ambassador for employee wellbeing. - Partner with IT to support new hire workstation setup, internal moves, and onboarding touchpoints. - Support ad hoc admin needs and special projects, no task too small when it comes to creating a world-class workplace. What you'll need: - A bachelor's degree (or equivalent experience), we care more about what you've done than how you got here. - 2+ years of experience in office coordination, workplace operations, or admin support, bonus points if it's in a fast-moving or high-growth environment. - You love people. You're emotionally intelligent, thoughtful, and motivated by making others feel supported and successful. - Clear, confident communication skills, written, verbal, and everything in between. - Experience helping stand up a new office or growing team is a plus. - You know how to work across teams and partner closely with leaders (like Branch and General Managers) to get things done and solve for real business needs. - Super organized and detail-obsessed, you keep track of moving parts and make order out of chaos. - A natural problem solver with a bias for action. When something's off, you jump in with solutions, not just observations. - You bring warmth and professionalism to every interaction, making others feel seen, safe, and welcome is second nature. - You follow through. You're reliable, accountable, and take pride in delivering a high-quality experience every time. The range displayed on each job posting reflects the minimum and maximum target for new hire base salary for the position in the posting's respective region. Our salary ranges are determined by role, level, and location. Within the range displayed, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education and/or training. Base salary is just one part of our total rewards package, which also includes bonus, equity, and comprehensive benefit offerings such as medical, dental, and flexible time off. The US base salary range for this position (this does not include bonus, equity and benefits): $50,040—$61,160 USD Commitment to Equal Opportunity All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, age, physical and mental disability, health status, marital and family status, sexual orientation, gender identity and expression, military and veteran status, and any other characteristic protected by applicable law. Global Data Privacy Notice for Job Candidates and Applicants Depending on your location, the General Data Protection Regulation (GDPR) and California Consumer Privacy Act (CCPA) may regulate the way applicant data is managed. By submitting your application, you are agreeing to the use and processing of your data as required.
Technology

Corvias
Resident Associate
Mid
On-site
Fort Rucker, AL
🏢 Summary: The Resident Associate is responsible for managing resident accounts, serving as the primary contact for lease-related transactions, and driving revenue through renewals, fee enforcement, and lease enhancements. The role focuses on resident satisfaction, retention, compliance, and administrative support within a residential community. It combines customer service, basic accounting, and operational coordination to ensure a high-quality living environment. 🗂️ Requirements: 2+ years experience in property management, hospitality or customer service, Experience securing lease renewals and cross-selling or upselling, Experience ensuring compliance with lease terms, including collections or evictions, Ability to resolve customer complaints using independent judgment, Experience working in fast-paced, changing environment, Computer proficiency in word processing, spreadsheets and databases, Valid driver's license and personal vehicle, Availability to work weekends and evenings 📃 Skills: Accounting, Collections, DataEntry, WordProcessing, Spreadsheets, Databases, LeaseManagement, Reporting 🏢 Description: Who We Are At Corvias, we're experts at developing solutions through partnership. Our mission is to be personally committed to solving our partners' most difficult, systematic challenges by reimagining what is possible and realizing more resilient communities together. We believe a culture of caring, purposeful, diverse and courageous humans who want to make a difference for our partners will help us achieve that mission. How You'll Contribute to the Team The Resident Associate serves the dual purpose of performing account management services as the primary point of contact for all resident transactions arising from current lease agreements, and generating revenue from fee enforcement, lease enhancements, and renewals. This role is accountable for achieving resident satisfaction and retention targets. Primary Responsibilities Include: - Build and maintain positive relationships with residents by promptly and thoroughly responding to resident concerns, questions, and requests while adhering to company policies and fair housing guidelines. - Perform the resident move-in, move-out, and eviction processes, including all associated inspections, notifications, and paperwork. - Perform basic accounting and collections activities; maintain the tenant ledger to track all revenue and expense associated with each lease agreement. - Promote a high quality living environment by monitoring resident compliance with community policies, including enforcing standards and educating residents about policies, as needed. - Ensure residents receive timely information about community events, programs, and initiatives. - Achieve retention goals by proactively informing residents about lease renewal options and cross-community relocation opportunities; execute the lease renewal process. - Project a positive image of the community by organizing materials, reporting defects, and spot cleaning, as needed. - Perform administrative duties, such as answering phones, maintaining files, performing data entry, and compiling reports. - And other duties as assigned. Role Specific Requirements Include: - 2+ years of relevant work experience in property management, hospitality or customer service. - Demonstrated ability to retain customer base by securing account or lease renewal, including proven success cross-selling or upselling. - Proven success ensuring customer compliance with account or lease terms; strongly prefer experience with collections, evictions, or fee assessments. - Demonstrated ability to resolve customer complaints by using independent judgment to assess the situation, quickly formulate potential solutions, and present options to the customer. - Demonstrated ability to professionally interact and relate to individuals with diverse backgrounds, including the ability to maintain professionalism. - Require prior experience working in an environment that demonstrates an ability to adapt to changing priorities or unexpected interruptions, including unscheduled customer interactions in person and via phone. - Computer proficiency, including working knowledge of word processing, spreadsheet, and database software. - Valid driver's license and use of personal vehicle required. - Ability to work weekend and evening hours. Competencies - Customer Focus - Prioritizes and takes action on the needs of both internal and external customers. Designs and delivers products and services with the customer experience top of mind. - Teamwork and Collaboration - Capable of working well with others both on the team and cross-functionally to achieve individual goals, team goals, department goals, and/or organizational goals. Values diverse perspectives and working with others as a way to achieve the best output possible. - Problem Solving and Decision Making - Uses critical thinking to evaluate problems, gather information, understand causes, and identify best possible solutions. Invests time in planning, discovery, and reflection to drive better decisions and more efficient implementations. - Resilience - Thrives and grows in a rapidly changing and complex environment. Displays flexibility, activates networks, and adopts a continuous growth mindset to learn from mistakes and bounce back from adversity. - Creativity and Innovation - Thinks beyond the confines of traditional models to recognize opportunities and find new and better ways of doing things. Encourages experimentation and accepts failure as a driver of innovation. Exceptional Benefits for Exceptional Team Members As a company striving to be the best place to work, we want to ensure an environment of collaboration, inclusion and learning exists throughout all teams, locations and divisions. To support our team members, we offer a benefits package that is generous and flexible enough to meet you where you are today and tomorrow. Corvias employees are eligible for: - A choice between two benefit-rich medical, dental and vision plans - 401(k) with immediate 100% vesting and up to a 4% contribution match - Generous paid time off that increases throughout your career - 12 paid holidays - Paid time off to volunteer - 100% paid life and AD&D insurance - Company paid short-term and long-term disability coverage - Parental Leave - Military Leave - Flexible Spending Accounts (Health and Dependent Care) - Complimentary Employee Assistance Program - Tuition reimbursement to support growth and development Equal Opportunity Employer/Veterans/Disabled Corvias Corporate Services, LLC (the "Company") does not discriminate in employment or applications for employment based on an applicant's sex, race, color, religion, sexual orientation, national origin, ancestry, service in the armed forces of the United States, disability, or any other protected classification as outlined by Federal, State or local laws.
Healthcare
New offer

Arc Hospice & Palliative Care
Hospice Account Liaison
Mid
On-site
Athens, TX
🏢 Summary: Field-based Account Liaison role focused on building referral partnerships, educating healthcare providers and families about hospice and palliative care services, and supporting business growth across Dallas County. The position involves community outreach, referral coordination, and collaboration with clinical teams to expand access to person-centered hospice care. 🗂️ Requirements: Minimum 2 years of healthcare sales, business development, or marketing experience, Hospice or home health experience preferred, Ability to build relationships with healthcare providers and referral partners, Strong communication and interpersonal skills, Ability to educate diverse audiences about hospice services, Proficiency with Microsoft Office, Experience with electronic medical record systems, Valid driver's license, Reliable transportation, Ability to maintain HIPAA compliance 📃 Skills: Microsoft, EMR, HIPAA 🏢 Description: At Arc Hospice & Palliative Care, we are united by a mission to bring comfort, dignity, and compassionate support to every patient and family we serve. Join a team where your work has purpose, and your growth is supported. Arc Hospice & Palliative Care is dedicated to compassionate, community-rooted end-of-life care. As an Account Liaison, you'll represent Arc Hospice & Palliative Care with purpose and compassion, building trusted relationships with referral partners, supporting families, and expanding access to care across Dallas County with focus on Nursing Homes and other facilities. Every life follows a unique arc and your outreach helps ensure each one is met with comfort, dignity, and respect. Overview The Account Liaison is responsible for building and maintaining relationships with referral sources to promote awareness of Arc Hospice & Palliative Care services. This field-based role generates new business opportunities, supports referral conversion, and serves as a key representative of Arc within the community. The Liaison collaborates closely with operational and clinical leaders to ensure alignment between referral needs and service capabilities. This is a performance-driven role focused on consistent outreach, education, and engagement across the assigned territory. Key Responsibilities • Represent Arc Hospice & Palliative Care in the community with professionalism and compassion. • Develop and maintain strong relationships with physicians, hospitals, nursing homes, assisted living facilities, senior communities, and other referral partners. • Meet with patients and families to review hospice philosophy, explain services, answer questions, and obtain signed consents for care. • Educate healthcare providers and community members on hospice and palliative care services. • Conduct in-services, presentations, and community outreach events to raise awareness. • Support referral generation and facilitate timely communication with the intake and clinical teams. • Identify opportunities for partnership or collaboration to enhance access to care. • Track outreach activities and maintain accurate records in accordance with company documentation standards. • Maintain awareness of competitor activity and market trends in the assigned territory. • Participate in team meetings and contribute to ongoing strategy and planning discussions. • Support the company's mission to deliver high-quality, person-centered care. • Maintain confidentiality and adhere to all HIPAA regulations. • Perform other duties as assigned. Qualifications • Bachelor's degree preferred. • Minimum of two (2) years of experience in healthcare sales, business development, or marketing; hospice or home health experience strongly preferred. • Strong interpersonal, communication, and relationship-building skills. • Ability to educate diverse audiences about hospice services with clarity and empathy. • Highly organized, self-directed, and goal-oriented. • Proficient with Microsoft Office and electronic medical record systems. • Valid driver's license and reliable transportation required. • Demonstrated empathy, sensitivity, and ability to support patients and families from diverse backgrounds. • Demonstrates a strong commitment to delivering high-quality, person-centered care that reflects Arc Hospice & Palliative Care's mission, values, and standards of dignity, respect, compassion, and integrity. Compensation $75,000 USD Arc Hospice & Palliative Care is an Equal Opportunity Employer and welcomes applicants from all backgrounds to join us in delivering compassionate, inclusive care.
Technology

Moore Mechanical
Sourcing Assistant
Junior
Hybrid
Cadillac, MI
41,604 - 51,996 USD/hr
🏢 Summary: Entry-level, full-time in-office Sourcing Assistant role supporting purchasing, vendor coordination, and administrative operations within a fast-paced HVAC and plumbing environment. The position focuses on processing purchase orders, tracking materials, communicating with vendors and internal teams, and maintaining accurate records using company software systems. Ideal for detail-oriented, tech-savvy candidates with strong computer proficiency and organizational skills. 🗂️ Requirements: Minimum 18 years old, Strong computer skills, Proficiency in Microsoft Outlook, Proficiency in Microsoft Excel, Proficiency in Microsoft Word, Ability to learn and use new software systems, Ability to manage multiple tasks simultaneously, Strong organizational skills, Excellent attention to detail, Strong verbal and written communication skills, Ability to work full-time in-office, Ability to work in a fast-paced environment 📃 Skills: Outlook, Excel, Word, ERP, Inventory, Scheduling, Accounting, DataEntry, Dispatching 🏢 Description: Sourcing Assistant Compensation: $20–$25 per hour (based on experience) What We Offer - Competitive pay with a top-performing mechanical contractor - Stable, long-term career opportunity - Ongoing training and development - Career advancement opportunities - Supportive and collaborative team environment - Promote-from-within culture - Growing company with strong leadership and vision Benefits - Medical Insurance - Dental Insurance - Vision Insurance - Retirement Savings Plan with Company Match - Paid Time Off - Paid Holidays - Life Insurance - Ongoing Training & Professional Development Position Overview We are seeking a detail-oriented and dependable Sourcing Assistant to join our growing Purchasing Department. This entry-level position supports purchasing activities, vendor communication, material coordination, and office operations. The Sourcing Assistant helps ensure that materials, information, and communication flow efficiently between vendors, field teams, and internal departments. This role is ideal for someone who enjoys organization, problem-solving, working with technology, and supporting a fast-paced operation. Success in this position requires strong computer skills, attention to detail, excellent communication, and the ability to manage multiple priorities throughout the day. No previous purchasing experience is required. We are willing to train the right individual who demonstrates a strong work ethic, positive attitude, and willingness to learn. This is a full-time, in-office position. Remote or hybrid work is not available. Key Responsibilities Purchasing & Vendor Support - Assist with creating and processing purchase orders - Communicate with vendors regarding order status, delivery schedules, and material availability - Track material deliveries and provide updates to internal teams - Assist with coordinating deliveries to support field operations - Maintain accurate purchasing records and documentation - Help process material returns and vendor requests - Follow up on purchase orders and delivery confirmations - Enter and update information within company software systems - Support the purchasing team with administrative and coordination tasks - Assist with special projects and departmental initiatives as assigned Administrative & Operations Support - Answer and direct incoming phone calls - Assist with customer and technician communication - Support dispatching and scheduling efforts as needed - Prepare and distribute work orders and related documentation - Assist with invoice processing and administrative tasks - Maintain organized electronic and physical records - Support communication between departments - Assist with office projects and process improvements - Provide general administrative support to office staff What We're Looking For Required Skills & Qualifications - Strong computer skills and ability to quickly learn new software systems - Ability to effectively manage multiple incoming calls, material requests, and administrative tasks while maintaining accuracy, professionalism, and attention to detail - Proficiency with Microsoft Outlook, Excel, and Word - Comfortable working with multiple software programs and digital platforms throughout the day - Strong organizational and time-management skills - Excellent attention to detail and accuracy - Strong verbal and written communication skills - Ability to prioritize tasks and manage multiple responsibilities simultaneously - Strong customer service and problem-solving skills - Ability to work effectively in a fast-paced office environment - Ability to work independently and as part of a team - Dependable, professional, and self-motivated - Positive attitude and willingness to learn - Minimum age of 18 years old Preferred Qualifications - Previous experience in customer service, administrative support, office coordination, dispatching, data entry, or a related role - Experience working with ERP, purchasing, inventory, scheduling, or accounting software - Experience in the construction, HVAC, plumbing, or service industry is a plus Previous purchasing experience is not required. We are willing to train motivated individuals who demonstrate strong computer proficiency, attention to detail, communication skills, and a desire to learn.