Loan Officers

**Become a part of our caring community and help us put health first**

The Lead, IT Portfolio Management collaborates with the business portfolio team to align the IT portfolio and demand. The Lead, IT Portfolio Management works on problems of diverse scope and complexity ranging from moderate to substantial.

The Lead, IT Portfolio Management organizes and prioritizes projects and programs based on IT Strategy, strategic roadmap, available and prioritized budgets, changes schedules and ensures that the appropriate financial and organizational support is being allocated in support of those goals. Advises executives to develop functional strategies (often segment specific) on matters of significance. Exercises independent judgment and decision making on complex issues regarding job duties and related tasks, and works under minimal supervision, uses independent judgment requiring analysis of variable factors and determining the best course of action.

+ Be a part of our Portfolio/Program/Project Management Center of Excellence - driving discipline of strategy, execution, and communication best practices. Roll up your sleeves and lead highly visible Enterprise Initiatives/Engagements (current focus is on IT Productivity).

+ Be accountable to provide ongoing strategic communications/updates and direction on multiple workstreams and/or portfolio(s).

+ Standardize the model for new workstream intake, charters, and roadmap documentation.

+ Develop and operate an annual technology strategic planning calendar process that is in synch with the corporate budgeting process, enabling multiple technology teams to plan together

+ Facilitate communication and feedback on roadmap activities with stakeholders

+ Partner with technology leaders, DRI's, project managers and teams to define vision and scope, milestones, OKR's, and other highly informational data.

+ Coordinate resource and delivery planning with teams and gain commitment as needed from leadership

+ Serve as a key interface between teams, leadership, and stakeholders.

**Use your skills to make an impact**

**Required Qualifications**

+ You must be authorized to work in the US without Humana sponsorship as Humana does not provide work visa sponsorship for this role.

+ Bachelor's degree or at least 10 + years of Portfolio/Program/Project leadership experience

+ 5 + years of Product Management/Product Categorization/Product Mindset Leadership

+ 8 + years of technical experience and leading cross-functional technical teams

+ 10+ years of experience leading special programs/projects and producing outcomes outside of run-the-business initiatives

+ 10+ years of experience using of Microsoft Office applications including Power Bi, Word, Excel, PowerPoint, Visio, Miro, and Lucid

+ Demonstrated ability to run large-scale, highly visible programs with responsibility for multiple project teams across the enterprise

+ Ability to manage multiple tasks and deadlines with attention to detail and minimal supervision

+ Possess a solid understanding of operations, technology, communications and process

+ Ability to communicate effectively and deliver presentations to senior leadership

+ Must be passionate about contributing to an organization focused on continuously improving consumer experiences

**Preferred Qualifications**

+ MBA or another Advanced Degree

+ Possess a solid understanding of operations, technology, communications and processes

+ PMP/POPM/PMI-ACP Certifications

+ ServiceNow utilization

+ Prior execution/usage of Apptio TBM Unified Model

**Additional Information**

**Why Humana**

Humana offers a variety of benefits to promote the best health and well-being of our employees and their families. We design competitive and flexible packages to give our employees a sense of financial security-both today and in the future, including:

Health benefits effective day 1

Paid time off, holidays, volunteer time and jury duty pay

Recognition pay

401(k) retirement savings plan with employer match

Tuition assistance

Scholarships for eligible dependents

Parental and caregiver leave

Employee charity matching program

Network Resource Groups (NRGs)

Career development opportunities

**Work-At-Home Requirements**

To ensure Home or Hybrid Home/Office employees' ability to work effectively, the self-provided internet service of Home or Hybrid Home/Office employees must meet the following criteria:

At minimum, a download speed of 25 Mbps and an upload speed of 10 Mbps is recommended; wireless, wired cable or DSL connection is suggested

Satellite, cellular and microwave connection can be used only if approved by leadership.

Employees who live and work from Home in the state of California, Illinois, Montana, or South Dakota will be provided a bi-weekly payment for their internet expense.

Humana will provide Home or Hybrid Home/Office employees with telephone equipment appropriate to meet the business requirements for their position/job.

Work from a dedicated space lacking ongoing interruptions to protect member PHI / HIPAA information.

**Interview Format**

As part of our hiring process for this opportunity, we will be using an interviewing technology called HireVue to enhance our hiring and decision-making ability. HireVue allows us to quickly connect and gain valuable information from you pertaining to your relevant skills and experience at a time that is best for your schedule.

**Social Security Task**

Humana values personal identity protection. Please be aware that applicants may be asked to provide their Social Security Number, if it is not already on file. When required, an email will be sent from [email protected] with instructions on how to add the information into your official application on Humana's secure website.

_*This is a remote position._

_**Must be able to work EST hours._

\#LI-Remote

\#LI-CB2

**Scheduled Weekly Hours**

40

**Pay Range**

The compensation range below reflects a good faith estimate of starting base pay for full time (40 hours per week) employment at the time of posting. The pay range may be higher or lower based on geographic location and individual pay will vary based on demonstrated job related skills, knowledge, experience, education, certifications, etc.$115,300 - $158,600 per yearThis job is eligible for a bonus incentive plan. This incentive opportunity is based upon company and/or individual performance.

**Description of Benefits**

Humana, Inc. and its affiliated subsidiaries (collectively, 'Humana') offers competitive benefits that support whole-person well-being. Associate benefits are designed to encourage personal wellness and smart healthcare decisions for you and your family while also knowing your life extends outside of work. Among our benefits, Humana provides medical, dental and vision benefits, 401(k) retirement savings plan, time off (including paid time off, company and personal holidays, volunteer time off, paid parental and caregiver leave), short-term and long-term disability, life insurance and many other opportunities.

**About us**

Humana Inc. (NYSE: HUM) is committed to putting health first - for our teammates, our customers and our company. Through our Humana insurance services and CenterWell healthcare services, we make it easier for the millions of people we serve to achieve their best health - delivering the care and service they need, when they need it. These efforts are leading to a better quality of life for people with Medicare, Medicaid, families, individuals, military service personnel, and communities at large.

**Equal Opportunity Employer**

It is the policy of Humana not to discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or veteran status. It is also the policy of Humana to take affirmative action to employ and to advance in employment, all persons regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, marital status, genetic information, disability or protected veteran status, and to base all employment decisions only on valid job requirements. This policy shall apply to all employment actions, including but not limited to recruitment, hiring, upgrading, promotion, transfer, demotion, layoff, recall, termination, rates of pay or other forms of compensation and selection for training, including apprenticeship, at all levels of employment.

Humana complies with all applicable federal civil rights laws and does not discriminate on the basis of race, color, national origin, age, disability, sex, sexual orientation, gender identity or religion. We also provide free language interpreter services. See our https://www.humana.com/legal/accessibility-resources?source=Humana_Website.

**Your opportunity**

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Ultra High Net Worth (UHNW) Lending Manager on the Lending Solutions Team (LST) is responsible for providing a robust, premier, client application and loan servicing experience and will serve as the single point of contact for all Charles Schwab clients, employees, and internal partners interested in learning about or applying for a mortgage, pledged asset line of credit and for questions and advancements throughout the entire lending process. This team will play a key role in the success of the Bank’s lending program through delivering an outstanding client experience while helping the firm realize it’s earning potential. The LST will provide a single point of contact throughout the entire mortgage and pledge asset line application and origination process, maintaining consistent communication and providing problem resolution and troubleshooting.

The LST will handle a broad range of inquiries, issues, advancements, and products in meeting our client’s needs. The UHNW Lending Manager is a first line of defense unit position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.

**What you have**

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

**Required Qualifications**

+ 5+ years of experience with customer service or operations in the lending industry

+ Comprehensive industry and **high net worth client solution** knowledge

+ The ability to deliver excellent client serivce and who takes the intiative to anticipate and resolve problems.

+ Excellent relationship management skills including collaborating, influencing and negotiating with individuals at various levels.

+ Initiative to create change through operational improvements, training and streamlining functions

+ Ability to work effectively with multiple partners distributed through various business divisions to resolve issues

+ Superior communication, presentation, interpersonal and listening skills.

+ Passion for service, professionalism, positivity and strong work ethic with a high level of integrity and partnership.

**Preferred Qualifications**

+ Bachelor’s degree

+ FINRA Series 9/10, 7, 63 Licenses

+ A strong understanding of sophisticated lending products, complex business entity structures, and margin lending.

**What’s in it for you**

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

+ 401(k) with company match and Employee stock purchase plan

+ Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

+ Paid parental leave and family building benefits

+ Tuition reimbursement

+ Health, dental, and vision insurance

What’s in it for you:

At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

401(k) with company match and Employee stock purchase plan

Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions

Paid parental leave and family building benefits

Tuition reimbursement

Health, dental, and vision insurance

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

The Global Commercial Services (GCS) division of American Express is the leading provider of payment solutions for all businesses, from small and growing companies up through large corporations. We make it our mission to help our customers get business done. We operate with a customer-first mentality in everything that we do, crafting products and solutions to meet our clients’ unique needs.

Within GCS, Corporate Program Product Development (CPPD) is a fast-paced, entrepreneurial team leading digital innovation at American Express. We are responsible for deepening corporate client engagement through our digital and mobile B2B products.

CPPD’s Central Program Office is leading an ambitious digital transformation initiative, a critical market for GCS. The team is looking for a PMO to champion this initiative via project management, digital strategy, investment planning, and cross-functional collaboration. The ideal candidate will have an interest in big picture digital product strategy and curiosity for connecting the dots across disparate workstreams & partners.

**How will you make an impact in this role?**

+ Centrally manage a large digital transformation strategy across multiple Product & Engineering teams

+ Communicate and collaborate with partners across the organization, including Product, Finance, Sales, Field, Servicing, Compliance, Risk, and Legal

+ Maintain a detailed project plan with objectives, requirements, milestones, timeline, and roles & responsibilities

+ Build and maintain new processes to drive efficiency across the program

+ Create central business architecture for program, translating to clear delivery requirements for Product & Engineering teams

+ Identification and remediation of program-level risks, and own reporting activity across all leadership audiences

**Qualifications:**

+ Experience in Program Management and/or Product Management in a matrixed digital organization

+ Outstanding partner relationship/influence skills and a consistent track record of getting results through collaboration with internal partners across multiple functions

+ High intellectual curiosity, with excellent critical thinking and problem-solving skills

+ Passion for creating compelling high-impact strategy to increase customer and business value

+ Ability to communicate and collaborate effectively with Engineering and Finance partners

+ Highly organized – familiarity with project management techniques, frameworks, and tools

+ Thrives in a fast-paced environment and is adaptable to changing needs

+ A “driver” personality - constantly pushing toward clarity and delivery while balancing the need for ongoing collaboration

+ Bachelor's degree

**Preferred Qualifications:**

+ MBA and PMP certification

**Qualifications**

Salary Range: $90,000.00 to $165,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

**Job:** Product

**Primary Location:** US-New York-New York

**Other Locations:** US-Utah-Sandy, US-Georgia-Atlanta, US-Florida-Sunrise, US-Arizona-Phoenix

**Schedule** Full-time

**Req ID:** 24018852

**Description**

**You Lead the Way. We’ve Got Your Back.**

With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.

At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.

Join Team Amex and let's lead the way together.

As part of our diverse tech team, you can architect, code and ship software that makes us an essential part of our customers’ digital lives. Here, you can work alongside talented engineers in an open, supportive, inclusive environment where your voice is valued, and you make your own decisions on what tech to use to solve challenging problems. American Express offers a range of opportunities to work with the latest technologies and encourages you to back the broader engineering community through open source. And because we understand the importance of keeping your skills fresh and relevant, we give you dedicated time to invest in your professional development. Find your place in technology on #TeamAmex.

The Chief Technology Officer Organization’s vision is to raise the bar for technical excellence, talent, strategy, and standards across Technology. It also seeks to cultivate and foster technical innovation, as well as elevate and amplify the technical heartbeat of the organization.

**Focus:**

Digital Workplace (DW) is the convergence of digital, cultural, and physical elements that enable all American Express colleagues to do phenomenal work in a complex, dynamic, and often unstructured working environment.

You will work with the Director Portfolio Management and business leaders to ensure maximum value in the creation and execution of DW’s Strategic Workforce Plan. You will work with hiring leaders across DW to provide guidance and support as we hire the next generation of DW colleagues and contractors.

Critical focus areas include:

* The need to be innovative and iterative in a global dynamic environment, accounting for changing priorities, emerging business needs, and alignment with the broader Technology Strategic Workforce Plan.

* Monitoring and tracking our progress across the portfolio while building long term forecasting and perspectives on changing needs within our global footprint.

* Establishing and building relationships with our strategic vendor partners to ensure high talent pipelines and speed to hire.

* Cultivating relationships across internal organizations within Tech Enablement, Global Recruiting, and Tech Finance to ensure DW’s needs are met.

**Organizational Context:** Responsible for the creation and execution of Digital Workplace’s Strategic Workforce Plan (SWP) Portfolio.

**Key responsibilities:**

* Key contributor in the definition, planning and build of the SWP portfolio

* Maintaining and cultivating strategic vendor relationships

* Provides solutions on resource optimization by suggesting alternative resource channel options, and raises any resource capacity risks that may affect delivery priorities

* Using appropriate tools, in engaging with delivery teams

* Ensures that all SWP Strategies are supported by an up-to-date business case (i.e. project governance)

* Using reporting tools, monitors the progress of the portfolio delivery and ensures timely and effective communication of the status and assessment of risks/issues

* Partner with DW finance to ensure alignment of budgets, actuals and forecasts.

* May act as a primary liaison between Enterprise SWP and Digital Workplace

* Assists Directors and VP’s with individual talent acquisition strategies and implementation of existing/incremental hiring.

**Scope of Impact/Influence:** Responsible for portfolios that may span a broad range of organizations, various skillsets, and global contexts.

**Education & Experience:** Bachelor’s Degree in related field required or relevant experience

**Knowledge & Skills:**

* Requires financial acumen in terms of supporting the organizational financial operating principles related to workforce planning

* Prior IT and business work experience with a broad range of exposure to various talent acquisition models, partners, and strategies.

* Firm grasp of data visualization and presentation

**Qualifications**

Salary Range: $110,000.00 to $190,000.00 annually bonus benefits

The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.

We back our colleagues and their loved ones with benefits and programs that support their holistic well-being. That means we prioritize their physical, financial, and mental health through each stage of life. Benefits include:

+ Competitive base salaries

+ Bonus incentives

+ 6% Company Match on retirement savings plan

+ Free financial coaching and financial well-being support

+ Comprehensive medical, dental, vision, life insurance, and disability benefits

+ Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need

+ 20 weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy

+ Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)

+ Free and confidential counseling support through our Healthy Minds program

+ Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site .

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers/Employees - Click here to view the “Know Your Rights” poster and the Pay Transparency Policy Statement.

If the links do not work, please copy and paste the following URLs in a new browser window: https://www.dol.gov/agencies/ofccp/posters to access the three posters.

Employment eligibility to work with American Express in the U.S. is required as the company will not pursue visa sponsorship for these positions.

**Job:** Technologies

**Primary Location:** US-Arizona-Phoenix

**Schedule** Full-time

**Req ID:** 24019472

As the leading line of business, UMB’s bottom line is directly impacted by the growth of our **Commercial Agricultural portfolio** . The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets partners. This team manages Ag relationships throughout its life – developing meaningful connections with the management of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs.

The **Sr. Relationship Manager - Commercial Agriculture** leads a team of professional product specialists who collectively shape solutions to entice prospective companies to award new business to UMB. Engaging and building relationships with Business Owners, CFO’s, CEO’s, and Controllers, and working with existing clients, you have the ability to help clients achieve their financial dreams, streamline business processes, and help them better understand their working cash flow needs.

**How you’ll spend your time:**

+ You will build your own commercial loan portfolio, by prospecting for new Agricultural business.

+ You will engage and lead other team members to determine what other products and services the client might benefit from.

+ You will collaborate with commercial clients to better understand their business and financial needs.

+ You will analyze the business in order to qualify clients for bank products and services.

**We’re excited to talk with you if:**

+ You have 5 years sales experience with 2 years in Agricultural Commercial Bank Sales.

+ You possess a bachelor’s degree or equivalent experience in related field.

+ You are curious and want to know how companies work and what helps them remain successful in their respective industries.

+ You have demonstrated knowledge of credit, bank products, services, underwriting, and bank operations.

**Deadline to apply: November 30, 2024**

**Compensation Range:**

Minimum: $99,750.00 - Maximum: $257,250.00

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

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

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

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

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

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

**_Who we are_**

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

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

Check out the road to a career at UMB

Trust Portfolio Manager

Wealth Management

Scottsdale,
Arizona

Phoenix,
Arizona

**Description**

**About Us:**

Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

**About the** **Career** **Opportunities in** **Columbia Trust Company** **:**

Columbia Trust Company, a division of Umpqua Bank and a wholly owned subsidiary of Columbia Banking System Inc.,isexpanding its Wealth Managementservicesin Arizonaand we areseeking talent to join our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor.

Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in the marketplace andwe areproud to call ourselves the bestTrust and Investment managementteamin the west!

These roleshavethe potential to make meaningful impact onourorganization’sgrowthstrategy,on ourWealth Managementclientexperience,and we are eager to connect withcandidates whoare excited aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients!

+ **Trust Officer** **:** Serves as thein-houseexperton trust administrationand supportsour Portfolio Managers and Private Client Advisorsin building and growingour relationshipswith new and existing high net worth clients.

+ **Portfolio Manager** **:** Serves as theexpert in theinvestmentmanagementfor individuals,non-profit organizations and trust relationshipsutilizing effective investmentstrategiesthat maximize the return on investment of assets under management and meet fiduciary objectivesfornew and existing high net wealth clients.

+ **Private Client Advisor** **:** Serves as an expertininvestments, banking, wealth and estate planning, trust servicesand providesrelationship-basedservices to new and existinghigh net wealthclients.

**About You:**

You consider yourself to be self-motivated with an entrepreneurial spirt, you take initiative and are driven to deliver results autonomously, and you enjoy all aspects of business development with a commitment to collaboration, relationship building, and partnership. You reside in You reside in Scottsdale or Phoenix, Arizona, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected and actively engaged with the local Estate Planning Attorney’s and CPA firms.

**About the Benefits:**

These exempt roles offer an attractive total compensation package, health benefits for you and all eligible dependents, paid time off for vacation, illness, holidays, and volunteerism too. The salary ranges for each of these roles falls within range of $105,000.00 to $200,000.00 with the Private Client Advisor role having the ability to maximize compensation with revenue-based commission incentives. The pay rate for the selected candidates is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The roles are eligible for performance-based incentive compensation with unlimited earning potential and those details will be provided during the candidate experience. Come join the Umpqua Bank team where we are Together for Better.

**Our Commitment to Diversity:**

Umpqua Bank is committed to employing a diverse workforce. All applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.

**To Staffing and Recruiting Agencies:**

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Trust Portfolio Manager

Wealth Management

Scottsdale,
Arizona

Phoenix,
Arizona

**Description**

**About Us:**

Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

**About the** **Career** **Opportunities in** **Columbia Trust Company** **:**

Columbia Trust Company, a division of Umpqua Bank and a wholly owned subsidiary of Columbia Banking System Inc.,isexpanding its Wealth Managementservicesin Arizonaand we areseeking talent to join our team in various capacities includingTrust Officer,Portfolio Manager, and Private Client Advisor.

Weare agrowth-mindedwealth managementcompanythat offers estate and financial planning, investment management and trust serviceswithaveryfavorable reputation in the marketplace andwe areproud to call ourselves the bestTrust and Investment managementteamin the west!

These roleshavethe potential to make meaningful impact onourorganization’sgrowthstrategy,on ourWealth Managementclientexperience,and we are eager to connect withcandidates whoare excited aboutjoining us in our journey inbuilding something greatfor ourWealth Management & Trustclients!

+ **Trust Officer** **:** Serves as thein-houseexperton trust administrationand supportsour Portfolio Managers and Private Client Advisorsin building and growingour relationshipswith new and existing high net worth clients.

+ **Portfolio Manager** **:** Serves as theexpert in theinvestmentmanagementfor individuals,non-profit organizations and trust relationshipsutilizing effective investmentstrategiesthat maximize the return on investment of assets under management and meet fiduciary objectivesfornew and existing high net wealth clients.

+ **Private Client Advisor** **:** Serves as an expertininvestments, banking, wealth and estate planning, trust servicesand providesrelationship-basedservices to new and existinghigh net wealthclients.

**About You:**

You consider yourself to be self-motivated with an entrepreneurial spirt, you take initiative and are driven to deliver results autonomously, and you enjoy all aspects of business development with a commitment to collaboration, relationship building, and partnership. You reside in You reside in Scottsdale or Phoenix, Arizona, you are an experienced Trust Officer, Trust Advisor, or Wealth Investment Portfolio Manager and you are well-connected and actively engaged with the local Estate Planning Attorney’s and CPA firms.

**About the Benefits:**

These exempt roles offer an attractive total compensation package, health benefits for you and all eligible dependents, paid time off for vacation, illness, holidays, and volunteerism too. The salary ranges for each of these roles falls within range of $105,000.00 to $200,000.00 with the Private Client Advisor role having the ability to maximize compensation with revenue-based commission incentives. The pay rate for the selected candidates is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The roles are eligible for performance-based incentive compensation with unlimited earning potential and those details will be provided during the candidate experience. Come join the Umpqua Bank team where we are Together for Better.

**Our Commitment to Diversity:**

Umpqua Bank is committed to employing a diverse workforce. All applicants will receive consideration without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, gender expression, protected veteran status, or disability.

**To Staffing and Recruiting Agencies:**

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you.

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.

**Job Responsibilities**

+ Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed

+ Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses

+ Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.

+ Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners

+ Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects

+ Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship

+ Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions

+ Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience

+ Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

**Required qualifications, capabilities, and skills**

+ Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience

+ Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards

+ Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done

+ Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently

+ Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate

+ Balance needs of clients with associated risks and interests of the firm

+ Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

**Preferred qualifications, capabilities, and skills**

+ Bachelor's degree in Finance or related field, or equivalent work experience

+ Minimum of 3 years' managing clients >$10+MM revenue

+ In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts

+ Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business in the Manufactured Housing Market.

**JOB RESPONSIBILITIES**

+ Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

+ Provides a high level of support to our Sales staff in obtaining, maintaining, and expanding business

+ May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

+ Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues

+ Responsible for overall retention of accounts in assigned book of business

+ Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate

**QUALIFICATIONS**

+ High School diploma or equivalent; AA and/or college degree preferred

+ Superior customer service and problem-solving skills

+ Excellent oral and written English communication skills

+ Knowledge and understanding of manufactured housing sector.

+ Property & Casualty or Personal Lines Insurance license prefered or must be obtained within 90 days of employment

+ Must be willing to take your requisite state insurance license examination

+ Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems

+ Ability to work in a positive team environment

+ Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required for local park presentations

+ Hybrid work schedule; must be in office minimum of three days weekly.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

This role requires an individual who is professional and who displays the drive, determination, and self-motivation to build a business. Specifically, your mission will be to service and maintain existing accounts while uncovering opportunities for increasing business in the Manufactured Housing Market.

**JOB RESPONSIBILITIES**

+ Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations

+ Provides a high level of support to our Sales staff in obtaining, maintaining, and expanding business

+ May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures

+ Acts as liaison between clients and insurance carriers to resolve escalated complex service issues. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues

+ Responsible for overall retention of accounts in assigned book of business

+ Develops new business from existing accounts and assigned leads and contributes to meeting departmental production goals. Identifies and follows-up on cross-selling opportunities when appropriate

**QUALIFICATIONS**

+ High School diploma or equivalent; AA and/or college degree preferred

+ Superior customer service and problem-solving skills

+ Excellent oral and written English communication skills

+ Knowledge and understanding of manufactured housing sector.

+ Property & Casualty or Personal Lines Insurance license prefered or must be obtained within 90 days of employment

+ Must be willing to take your requisite state insurance license examination

+ Demonstrated proficiency with computer systems, including but not limited to Microsoft Office and automated agency management systems

+ Ability to work in a positive team environment

+ Ability to work a regular, full-time work schedule at HUB’s facility(s) and ability to travel on business when required for local park presentations

+ Hybrid work schedule; must be in office minimum of three days weekly.

Department Account Management & Service

Required Experience: 1-2 years of relevant experience

Required Travel: Up to 25%

Required Education: High school or equivalent

HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm .

EEOAA Policy (https://hubinternational.jobs/eeo/)

E-Verify Program

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or [email protected] . This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.