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client relationship manager ria southwest global wealth

JPMorganChase

<div>JOB DESCRIPTION 
 
 
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<ul><li>
Acquire, retain and deepen a portfolio of approximately 40-50 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</li><li>
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</li><li>
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.</li><li>
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</li><li>
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</li><li>
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</li><li>
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</li><li>
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</li><li>
Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements</li></ul>
Required qualifications, capabilities, and skills<ul><li>
Minimum of 5 years' experience in a Business Banking Relationship Management role or related business lending experience</li><li>
Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards</li><li>
Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done</li><li>
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</li><li>
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</li><li>
Balance needs of clients with associated risks and interests of the firm</li><li>
Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines</li></ul>
Preferred qualifications, capabilities, and skills
<ul><li>Bachelor's degree in Finance or related field, or equivalent work experience</li><li>
Minimum of 3 years' managing clients &gt;$10+MM revenue</li><li>
In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts</li><li>
Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint</li></ul>
FEDERAL DEPOSIT INSURANCE ACT: 
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
ABOUT US 
 
 
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, paid in the form of cash and/or forfeitable equity, 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 
 
 
ABOUT THE TEAM 
 
 
<div>Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction. 
</div><div></div> 
<div>Our business bankers work in the Consumer Bank to provide financial solutions to small business owners across the U.S. Customers turn to us for financing and advice as they start, run and grow their businesses. We partner with clients throughout the process, investing in our communities and people for the long-term.</div></div>

Business Relationship Manager Senior Acquisition - Vice President

Southwest Airlines

Department: Cargo Provo & GSE
 
Our Company Promise
 
We are committed to provide our Employees a stable work environment with equal opportunity for learning and personal growth. Creativity and innovation are encouraged for improving the effectiveness of Southwest Airlines. Above all, Employees will be provided the same concern, respect, and caring attitude within the organization that they are expected to share externally with every Southwest Customer.
 
Job Description:*** For external applicants only: 
(1.) Southwest Airlines will consider your interest for this position if you are currently a resident of the State of California.
 (2.) Southwest Airlines will not consider your interest for this position if you have been interviewed by phone, virtually, and/or inperson
 and not selected for the Supervisor Cargo Customer Service position at TPA within the last 12 months.***
 
Pay & Benefits
 Pay of $36.00 to $37.50 per hour*, depending on qualifications and experience. Opportunities for overtime and shift premiums. For eligible Leadership and individual contributor roles, additional bonus opportunities are available and awarded at the discretion of the Company.
 
Benefits you’ll love: 
Fly for free, as a privilege, on any open seat on all Southwest flights (your eligible dependents too)
 Southwest will help fund your Retirement Savings Plan, which includes a dollar for-dollar 401(k) Company match contribution of up to 9.3% of your eligible earnings**
 3% Short Term Incentive (STI) bonus to be paid on the base salary in alignment with company performance.
 Potential for annual profit-sharing contribution in the Southwest Retirement Savings Plan—when Southwest profits, you profit***
 Competitive health insurance for you and your eligible dependents
 Southwest offers health plan coverage options that start from the very first day of employment. You'll have 30 days to select and enroll in your health plan, and coverage will be retroactively available to your first day of employment.
 Explore more benefits you’ll love: https://careers.southwestair.com/benefits
 
Want to lead a Team that keeps Cargo moving and flights on time? As a Supervisor Cargo Customer Service at Southwest Airlines, you’ll guide Freight Agents and make sure shipments are handled safely, quickly, and meet requirements. You’ll train and support your Team, solve problems, and work with other departments to keep operations running smoothly. Your Leadership helps Southwest deliver great service and stay on schedule—every day. If you’re ready to make a big impact and grow your career, this is the role for you.
 
Additional details
 
The Supervisor Cargo Customer Service works assigned shifts based on seniority. Shifts can include early mornings, late evenings, weekends, and holidays.
 
U.S. Citizenship required under Federal regulations.
 
We’re committed to fair hiring practices and to making employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, military or veteran status, disability, genetic information, or other legally protected characteristi cs .
 Responsibilities
 Provides special care, attention, and assistance to internal and external SWA Customer’s as needed
 Assists in training and mentoring Freight Agents to ensure awareness of appropriate regulations, procedures, and Company policies
 Evaluates the work performance of Freight Agents to ensure that their work performance, attendance, and appearance meet Company and federal requirements
 Sets clear expectations on daily assignments and procedures or process changes to Employees
 Recognizes Team member achievements and ensure appropriate and effective coaching and/or accountability is delivered to address performance shortcomings
 Actively coordinates with all departments to maintain the station's on-time performance
 Partners closely with fellow Supervisors and Leadership to achieve Station objectives
 Ensures all Freight Agents are properly assigned and utilized
 Requests overtime as needed and maintains maximum use and efficiency of all Employees on duty
 Proactively reallocates Employees as needed and assigns rest and meal breaks as required
 Checks on supplies and equipment to determine that freight facility needs are met
 Works in air freight facilities and may be exposed to a wide variety of weather conditions and jet and machinery noise and fumes
 Checks cargo information for each flight Handles cash, checks, credit cards, and coupons as forms of payment for shipments
 Computes charges, makes change and balances daily transactions
 Monitors, receives, and sends station AMS traffic pertaining to the stations operations and disseminates the information as needed
 Ensures Federally Mandated screening of all cargo shipments is handled according to the Southwest Airlines and TSA approved security program
 May perform SIDA signatory responsibilities as assigned
 Must be able to meet any physical ability requirements listed on this description
 May perform other job duties as directed by Employee's Leaders
 Knowledge, Skills and Abilities
 Ability to successfully complete Freight Agent training and perform all essential job functions of a Freight Agent
 Ability to assume a high level of responsibility
 Ability to effectively communicate information and instructions verbally and/or via radio equipment, telephone, face to face, and public address systems
 Ability to read documents, follow instructions, learn, understand, and teach freight procedures, rules, and regulations
 Ability to read and write English
 Ability to type and/or use a computer keyboard with sufficient speed to meet the demands of job
 Ability to sufficiently use and navigate current computer software, including Microsoft Office products
 Ability to work in environment with exposure to a wide variety of weather conditions, jet and machinery noises, fumes, dirt and dust for extended periods of time
 Ability to demonstrate awareness of hazardous situations and maintain safe working environment in addition to handling emergencies as needed
 Ability to maintain alertness to moving vehicles and aircraft
 Ability to work safely and with urgency under tight time constraints to accomplish quick turns of aircraft
 Ability to demonstrate strong organizational skills and attention to detail
 Ability to solve complex operational problems
 Ability to manage highly sensitive and confidential information
 Knowledge of Ramp, Operations, Provisioning and Freight Agent collective bargaining agreements and Company policies and procedures preferred Education
 Required: High School Diploma or GED
 Preferred: College coursework or degree
 Experience
 Preferred: Two years of airline/military related work experience in ramp/operations/provisioning functions
 Licensing/Certification
 Must be able to obtain a SIDA badge and meet all local airport requirements
 Must possess a valid U.S. driver’s license
 May be required by Station Leadership to obtain a Customs Seal and meet all requirements to work international flights
 Ability to obtain GSC qualification and comply with DOT drug and alcohol testing program
 Physical Abilities
 Must be able to lift and move items of 70 pounds and/or more on a regular basis and repetitively lift weights of 40 to 50 pounds on raised surfaces. Must be able to climb, bend, kneel, crawl, and stoop on a frequent basis and for extended periods
 Must be able to work in cramped or high places. Must be able to carry heavy items up and down jetway stairs
 Must be able to distinguish each color displayed on every type of screening equipment
 Must be able to hear and respond to the spoken voice an to audible alarms generated by screening equipment
 Must maintain the ability to wear prescribed uniforms
 Other Qualifications
 Must maintain a well-groomed appearance per Company appearance standards as described in established guidelines
 Must be a U.S. citizen
 Must be able to comply with Company attendance standards as described in established guidelines
 Must be at least 20 years of age
 Must be able to work various shifts including nights, weekends, holidays, and overtime and some travel may be required for training
 
<ul>
<li>Pay amount doesn’t guarantee employment for any particular period.</li>
</ul>
**401(k) Company match contributions are subject to the plan’s vesting schedule. Match contributions may vary based on the position.
 *** Profit-sharing contributions are subject to the Retirement Savings Plan vesting schedule and are made at the discretion of the Company.
 
Southwest Airlines is an Equal Opportunity Employer.
 Please print/save this job description because it won't be available after you apply.
 Job Posting End Date
 07/31/2026

Supervisor Cargo Customer Service - LAX

E2 Consulting Engineers, Inc.

<div>About the Organization:
<div>
E2 Consulting Engineers, LP (E2) is a professional services firm established in 1988 specializing in a full spectrum of engineering services including, project engineering and design, federal base operations and infrastructure support services, gas pipeline construction and inspection services, environmental consulting and remediation, and information technology services. At E2, we value safety, innovation and collaboration, and we are dedicated to excellence.</div>
Overview:

E2 is hiring Welding inspectors to use their in-depth knowledge of welding processes, testing methods, discontinuities, materials, qualifications, and standards to ensure that weldments and related activities meet all relevant quality and safety criteria. They are responsible for verifying that welding procedures are properly qualified and followed, that radiographers are certified, and that welders meet the necessary qualifications. Additionally, inspectors ensure that sound welds are made, and that proper documentation is maintained. These tasks must be carried out in accordance with applicable codes, company standards, specifications, and construction drawings.
Responsibilities:
<div>
Welding Inspector roles and responsibilities shall include:</div> 
<div></div><ul><li>
Be familiar with the approved construction drawings and Company specifications.</li><li>
Understanding welding techniques, welding positions, welding consumables, weld preparation, and welding-inspection documentation requirements.</li><li>
Complete, submit, and maintain applicable inspection reports daily that accurately describe the work performed on the project in a manner that the welds inspected may subsequently be identified per current standards.</li><li>
Ensure all proposed design changes and/or material substitutions are discussed with the Construction Manager/Project Manager and that proper approvals are obtained prior to proceeding with work.</li><li>
Verify all materials used are in compliance with Company requirements.</li><li>
Possess an understanding of the relationship between quality assurance, quality control and inspection procedures.</li><li>
Assure welding procedures are established, and each welder is qualified for the work they are performing.</li><li>
Monitor the quality of the welds being made to ensure sound welds are being made at all joints.</li><li>
Verify all weld repairs are made in accordance with applicable codes and Company specifications.</li><li>
Perform duties designated by the Chief Inspector in accordance with the job requirements outlined in the assigned activity and contract specification.</li><li>
Ensure safety measures are followed. Communicates safety issues to the inspection team. Addresses safety concerns and escalate safety issues to the Chief Inspector or Construction Manager.</li><li>
Responsible for tracking all materials used for pipeline construction including joint numbers, joint lengths and heat numbers associated with all materials (pipe stock, fittings, etc.).</li><li>
Certified Welding Inspector (CWI) though the American Welding Society or a Certified Pipe Welding Inspector (CPWI) with documented and verifiable work experience related to transmission / process piping and API-1104 and API &ndash; 1169.</li></ul>
Qualifications:
<div>
Minimum requirements:</div><ul><li>
3 years&rsquo; experience required in related field of piping, fittings or valve as it relates to welding.</li></ul><div> 
Must possess either:</div><div></div><div> 
o Certified Welding Inspector (CWI) though the American Welding Society 
o Certified Pipe Welding Inspector (CPWI) with through NWIS</div> 
<div></div><ul><li>
Fundamental knowledge of ASME, API, and ASTM codes and specifications.</li><li>
Must be able to pass a drug test and background check.</li><li>
Must be at least 18 years of age and authorized to work in U.S.</li><li>
Must possess a High School diploma, GED, or equivalent work experience.</li><li>
Must be able to clearly communicate with other team members and client personnel.</li><li>
Must possess a valid driver&rsquo;s license.</li></ul><div> 
Desired requirements:</div><ul><li>
5+ years&rsquo; experience required in related field of piping, fittings or valve as it relates to welding.</li><li>
Proficient with computers and portable electronic tablets and supporting software applications, such as Microsoft Office.</li><li>
Knowledge of quality assurance terminology, methods, and tools.</li><li>
Analytical, problem-solving, and decision-making skills.</li><li>
Demonstrated knowledge of testing best practices, version control practices and defect management practices.</li></ul>
Benefits:
<div>
E2 Consulting Engineers, LP offers an excellent benefits package including health, dental, vision, and life insurance, 401(k) with employer match.</div>
Wage Data Per State Requirements:
<div>
Hourly rate for this position is $58.00 - $67.00. The starting rate will be commensurate with skill, education, experience, and working environment.</div>
Work Environment/Physical Demands:
<ul><li>Construction Sites and/or Client Right-of-Way (R.O.W.).</li><li>
Client testing facility (occasionally).</li><li>
Corporate office (occasionally).</li><li>
May require extensive driving to reach job sites and/or client/E2 offices.</li><li>
Frequent ascending and descending of ladders, stairs, scaffolding, ramps, poles, and the like, using feet and legs and/or hands and arms up in and out of pipeline bell-hole / trench / excavation.</li><li>
Maintaining body equilibrium to prevent falling and walking, standing, or crouching on narrow, slippery, or erratically moving surfaces.</li><li>
Lifting objects in excess of 50 pounds from a lower to a higher position or moving objects horizontally from position to position.</li><li>
Ability to perform visual inspection of construction crew quality of work; using measuring devices; and/or assembly of fabrication parts at distances close to the eyes.</li><li>
Able to perform in both inside and outside environmental conditions in all four seasons throughout the continental United States &ndash; extreme cold (temperatures below 32 degrees Fahrenheit) and/or extreme heat (temperatures above 100 degrees Fahrenheit) for periods of more than one hour.</li></ul>
Travel:
<div>
May require extensive driving to reach job sites and/or client/E2 offices.</div>
Local Candidates only: Yes Drug Free Workplace:
<div>
E2 Consulting Engineers, LP is a Drug Free Workplace. After accepting an offer of employment, applicants may be required to undergo background checks, drug testing, and/or fit-for-duty physical examination. Drug screens will include, but not be limited to, Amphetamines, Cocaine Metabolites, Marijuana Metabolites (THC), Opiates, and Phencyclidine (PCP). As a federal contractor, E2 cannot permit employees in certain positions to use medical marijuana, even if prescribed by an authorized physician.
</div>Solicitation:
<div>
Please no solicitation of any kind from agencies, staffing, or recruiting firms.</div>
EEO Statement:
<div>
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.</div></div>

Welding Inspector

Onni Group

<div>Job Description:
The Technical Account Manager at GreyOwl serves as the strategic bridge between our clients and our technical delivery teams. You combine account management finesse with deep technical understanding to ensure every client achieves measurable value, reliability, and innovation through GreyOwl&rsquo;s Managed IT, Security, and Smart Infrastructure solutions.
This role sits at the intersection of Customer Success, Engineering, and Sales Enablement, ensuring that every deployment, upgrade, and renewal is executed with technical precision and proactive communication.
Benefits:<ul><li>
3 weeks PTO</li><li>
Annual education allowance of up to $1,000</li><li>
Referral program</li><li>
Residential housing discount after 1 year of continuous employment</li><li>
Friends and family rates for our Hotel Properties throughout the company</li></ul>
What You Will Do:
Client Success &amp; Relationship Ownership<ul><li>
Act as the primary post-sale contact for technical performance, adoption, and satisfaction.</li><li>
Lead Quarterly Business Reviews (QBRs) with data-driven insights (uptime, incident response, asset trends).</li><li>
Translate technical metrics into business value and executive summaries.</li><li>
Build and maintain trusted relationships with client stakeholders, from IT admins to executive sponsors.</li><li>
Identify renewal risks early and collaborate with our current partners to reinforce confidence.</li></ul>
Technical Advocacy &amp; Solution Oversight<ul><li>
Oversee the health, performance, and compliance of assigned client environments (MSP, CCTV, Wi-Fi, ULC, etc.).</li><li>
Partner with NOC, SOC, and Pro Services to resolve escalations and prevent reoccurrence through root-cause analysis.</li><li>
Maintain detailed system documentation and service maps for every managed client.</li><li>
Recommend and scope technical upgrades, migrations, or optimizations.</li><li>
Validate that implemented solutions adhere to design standards and SLAs.</li></ul>
Lifecycle Management &amp; Expansion<ul><li>
Own the technical lifecycle: onboarding operations review renewal expansion.</li><li>
Align client infrastructure with GreyOwl&rsquo;s latest service capabilities and security frameworks.</li><li>
Identify opportunities for efficiency gains or additional services (backup, AI monitoring, failover, cybersecurity bundles).</li><li>
Coordinate internal kickoffs and cross-department collaboration for smooth project transitions.</li></ul>
Cross-Functional Collaboration<ul><li>
Work alongside Sales Engineers and Sales Managers to ensure pre-sale promises align with post-sale delivery.</li><li>
Support Biz Dev with technical input during discovery or proposal validation for key clients.</li><li>
Participate in Deal Desk reviews to confirm technical feasibility and accurate scope.</li><li>
Contribute to documentation standards, SOPs, and playbooks that improve handoffs between departments.</li></ul>
What You Will Bring:<ul><li>
4+ years in MSP, Systems Engineering, or Technical Account Management</li><li>
Strong working knowledge of:<ul><li>
Windows Server, Active Directory, Azure/365 administration</li><li>
Network design and monitoring (switching, routing, Wi-Fi)</li><li>
CCTV, ULC fire monitoring, or IoT infrastructure (preferred)</li><li>
Backup, patching, and cybersecurity operations</li></ul></li><li>
Excellent communication&mdash;able to translate &ldquo;tech&rdquo; into &ldquo;business impact.&rdquo;</li><li>
Proven ability to manage multiple enterprise accounts with precision and empathy.</li><li>
Certifications preferred: CompTIA Network+, MS-900, CCNA, or vendor-specific (Ubiquiti, Meraki, Sophos).</li></ul>
You&rsquo;ll Succeed Here If You:<ul><li>
Thrive in a hybrid client-facing and technical role.</li><li>
Take pride in proactive ownership, not reactive firefighting.</li><li>
Can manage multiple enterprise clients while maintaining documentation discipline.</li><li>
Are passionate about helping businesses leverage technology as a competitive advantage.</li><li>
Believe world-class service means no surprises&mdash;just consistent, reliable excellence.</li></ul> 
Salary Range:<div>
$90,000 -120,000 USD Per Year, based on experience</div> 
About The Company:
Onni
For over half a century, Onni has been building communities for people to live, work, and play. Our success reflects our commitment to our employees and partners, and our dedication to quality construction, innovation, sustainability, and customer satisfaction. Our expertise expands across North America, with offices in Vancouver, Toronto, Los Angeles, Seattle, Phoenix, and Chicago. 
AI Use:
This role may involve the use of artificial intelligence (AI) tools to support research, analysis, content development, design, reporting, or operational efficiency. Employees are expected to use AI responsibly and in compliance with company policies, data privacy requirements, confidentiality obligations, and applicable laws. 
All AI-generated or AI-assisted outputs must be reviewed for accuracy, quality, and appropriateness before use. Employees are also expected to disclose when AI tools have been used in the creation of work and must not present AI-generated content as solely their own original work. 
How To Apply:
Please apply through the link on the job posting and attach your resume and any other required documents.
We thank all applicants for your interest in the Onni Group. Note that only those applicants under consideration will be contacted.</div>

Technical Account Manager - GreyOwl Technology Solutions

Coalition for Responsible Community Development

<div>Description: 
Under the direction of the Program Manager and Director of Economic Development, the Business Loan Specialist serves as a trusted financial advisor to entrepreneurs and small business owners by identifying capital needs, developing funding strategies, and facilitating access to financing that supports business growth, sustainability, and job creation. The role focuses on proactive engagement with the small business community, relationship development, business advising, and successfully guiding clients from initial consultation through loan funding. The Business Loan Specialist is expected to cultivate and manage a robust pipeline of businesses while consistently achieving measurable capital infusion outcomes exceeding $1 million annually through traditional, alternative, and government-backed financing programs. This builds on the existing expectation that the role provides loan packaging, business consulting, and financing guidance to small businesses.
ESSENTIAL DUTIES &amp; RESPONSIBILITIES
Business Development &amp; Client Engagement<ul><li>
Proactively identify, recruit, and engage small business owners through outreach, networking, workshops, referrals, and strategic partnerships.</li><li>
Build and maintain a strong pipeline of entrepreneurs seeking access to capital and business growth resources.</li><li>
Develop trusted relationships with business owners through ongoing consultation and follow-up, resulting in long-term client engagement.</li><li>
Conduct comprehensive business needs assessments to identify financing opportunities and recommend appropriate capital solutions.</li><li>
Represent the BusinessSource Center at community events, lender forums, resource fairs, and business networking events to expand visibility and increase client engagement.</li></ul>
Capital Access &amp; Loan Facilitation<ul><li>
Serve as the primary advisor to business owners throughout the entire lending lifecycle from initial assessment and financial readiness through funding, closing, and post-loan technical assistance.</li><li>
Identify and structure financing solutions utilizing conventional bank financing, SBA loan programs, CDFIs, credit unions, microloans, alternative lenders, and public financing resources based on each business's growth objectives.</li><li>
Prepare complete lender-ready loan packages, including financial analysis, cash flow projections, debt service calculations, business narratives, and supporting documentation.</li><li>
Analyze financial statements, tax returns, credit reports, business plans, and operational performance to evaluate funding readiness and recommend appropriate financing strategies.</li><li>
Develop and maintain strong relationships with borrowers, lenders, financial institutions, and funding partners to ensure efficient processing, timely funding, and successful loan closings.</li><li>
Facilitate a minimum of $1 million annually in business capital infusion while maintaining high- quality client service, compliance, and measurable economic outcomes.</li><li>
Leverage capital access as a strategy to support business expansion, sustainability, job creation, and job retention. The Business Loan Specialist is expected to directly contribute to the BusinessSource Center's annual performance goals by generating financing opportunities that result in business growth and independently achieving at least 50% of the Center's annual job creation and retention targets.</li><li>
Monitor funded businesses through post-closing technical assistance to help clients successfully deploy capital, strengthen operations, retain existing jobs, and create new employment opportunities.</li></ul>
Relationship Management<ul><li>
Establish and strengthen strategic relationships with banks, SBA lenders, CDFIs, credit unions, economic development partners, and alternative financing organizations.</li><li>
Serve as the primary point of contact throughout the funding process while providing exceptional client service.</li><li>
Identify opportunities for repeat financing, expansion capital, equipment financing, working capital, and commercial real estate lending.</li></ul>
Business Consulting, Training &amp; Education<ul><li>
Provide one-on-one business consulting and facilitate workshops focused on financial management, business planning, capital readiness, cash flow management, credit improvement, and sustainable business growth.</li><li>
Develop customized action plans that strengthen business operations, improve financial readiness, and position entrepreneurs for successful financing opportunities.</li><li>
Educate business owners on available funding resources, lending products, financing strategies, and lender expectations to increase access to capital.</li><li>
Design and deliver educational workshops that empower entrepreneurs with the knowledge and tools needed to make informed financial decisions, build lender confidence, and support long- term business success.</li><li>
Collaborate with community partners, financial institutions, and resource organizations to expand educational opportunities and connect businesses to technical assistance, capital resources, and economic development programs.</li></ul>
Requirements:

 QUALIFICATIONS<ul><li>
Bachelor&rsquo;s degree in Business Administration, Finance, Accounting, Economics, or a related field, or an equivalent combination of education and professional experience.</li><li>
Minimum of five (5) years of experience in commercial lending, SBA lending, CDFI lending, business banking, loan underwriting, business finance, or alternative financing.</li><li>
Demonstrated success facilitating business financing transactions with measurable outcomes, including capital infusion and business growth.</li><li>
Strong knowledge of business planning, financial analysis, cash flow projections, credit analysis, loan underwriting, and business financing programs.</li><li>
Experience advising and supporting small businesses through various stages of growth while building trusted relationships with entrepreneurs, lenders, and community partners.</li><li>
Knowledge of conventional financing, SBA loan programs, CDFIs, microloans, lines of credit, commercial real estate financing, equipment financing, and alternative capital resources.</li><li>
Proven ability to manage multiple financing opportunities, prioritize competing deadlines, and work independently while maintaining exceptional attention to detail.</li><li>
Excellent written, verbal, presentation, and interpersonal communication skills with a strong commitment to customer service and client success.</li><li>
Proficient in Microsoft Office Suite (Excel, Word, PowerPoint), CRM platforms, and cloud-based applications.</li><li>
Experience working within economic development, entrepreneurship, or small business assistance programs is highly desirable.</li><li>
Bilingual (English/Spanish) preferred.</li><li>
Valid California Driver's License, reliable transportation, and willingness to travel throughout the BusinessSource service area and work occasional evenings or weekends as needed.</li><li>
This is not a work from home position. This role reports to the office 5 days a week.</li></ul>
BENEFITS
CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including:<ul><li>
14 Paid Holidays</li><li>
On-Demand training memberships to bolster professional development</li><li>
Dental/Vision/ 85% employer-paid &amp; 45% dependent paid Medical Insurance</li><li>
401k eligibility from day one &amp; up to 3% matching after one year</li><li>
529 Educational Savings Plan from Principle</li><li>
Flexible Spending Account (FSA)</li><li>
Short &amp; Long Term Disability</li><li>
Accident &amp; Hospital Indemnity</li><li>
Whole life insurance with cash benefits</li><li>
Identity Theft Protection and Legal Services</li><li>
Discount pet insurance through ASPCA</li><li>
Generous work/life balance</li></ul>
JOB TYPE: Full-time
SALARY RANGE: $75,000-$88,000
All candidates are subject to a criminal history check and meet CRCD&rsquo;s criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling (213) 743-6193.</div>

Business Loan Specialist

Newmark

<div>Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (&ldquo;Newmark&rdquo;), is a world leader in commercial real estate, seamlessly powering every phase of the property life cycle. Newmark&rsquo;s comprehensive suite of services and products is uniquely tailored to each client, from owners to occupiers, investors to founders, and startups to blue-chip companies. Combining the platform&rsquo;s global reach with market intelligence in both established and emerging property markets, Newmark provides superior service to clients across the industry spectrum. For the twelve months ended March 31, 2026, Newmark generated revenues of more than $3.4 billion. As of March 31, 2026, Newmark and its business partners together operated from over 185 offices with more than 9,600 professionals across four continents. To learn more, visit nmrk.com or follow @newmark. 
Job Summary
The Associate Project Manager supports the planning, coordination, and execution of real estate construction and renovation projects, working closely with the Project Managers and other stakeholders to ensure projects are delivered on time, within budget, and in accordance with quality and compliance requirements.</div>
 <div><ul><li>Bachelor&rsquo;s degree in engineering, architecture, project management or related field, or equivalent experience.
</li><li>Minimum of 3 years project management experience.
</li><li>Excellent verbal and written communication skills.
</li><li>Strong budgetary, fiscal and expense management skills.
</li><li>Knowledge and understanding of code and regulatory compliance related to the work being performed.
</li>PC skills and solid experience with MS Office products. Ability to work with AutoCAD is preferred. 
<li>
</li></ul>Working Conditions: Normal working conditions with the absence of disagreeable elements
Note: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified.
Newmark is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex including sexual orientation and gender identity, national origin, disability, protected Veteran Status, or any other characteristic protected by applicable federal, state, or local law.</div>
 <div><ul><li>Process minor project work, defined as work not requiring extensive design or coordination functions.
</li><li>Execute contractor sourcing activities including issuing requests for proposal, performing bid analyses, and preparing award recommendations.
</li><li>Prepare effective project initiation and approval documents; manage routing and stakeholder approval processes.
</li><li>Organize and lead project kickoff and closeout meetings with the client and contractors. Act as the primary liaison to other stakeholders regarding the project including building operations, security, and IT.
</li><li>Perform timely and accurate project management administrative activities including issuing meeting minutes, purchase and change orders, verifying work, processing invoices, and updating project status.
</li><li>May perform other duties as assigned.</li></ul></div>

Associate Project Manager

Katten

<div><div><div><div><div>Requisition ID:
</div><div>7378</div>
</div>
</div></div><div>Katten is a full-service law firm with approximately 650 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm&rsquo;s core areas of practice include corporate, financial markets and funds, restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals.
Technology Learning Specialist
Under the general direction of the IT Training Manager and according to established Firm policies and procedures, is responsible for all aspects of the Firm's training program relative to desktop applications, its structure, and design. Conduct training of new employees and current staff on all levels. Maintains professionalism and strict confidentiality in all client and Firm matters.
The Technology Learning Specialist position can be located in the Chicago, New York, Washington DC, Dallas, Charlotte, or Los Angeles office. Katten offers a hybrid work model, allowing the flexibility to work both on-site and remotely on a regular basis (KattenFlex).
Essential Duties and Responsibilities include, but may not be limited to, the following. Other duties may be requested and/or assigned. Essential functions are primary job duties that an individual must be able to perform successfully with or without a reasonable accommodation. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<ul><li>
Conduct new-hire training to include firm core applications and in some cases telephone systems, in a classroom environment, one-on-one training or remote (distance learning) training.</li><li>
Coordinate with office administrators, human resources staff, other administrative departments as needed, and practice group leaders to determine users' training needs. Assist in the development of training courses to meet those needs.</li><li>
Apply instructional design principles to develop effective learning objectives, course outlines, practice exercises, assessments, and supporting materials for instructor-led, virtual, blended, and self-paced training.</li><li>
Coordinate and conduct training sessions for existing employees during conversions and major upgrades. Ensure firm-wide consistency in training curriculum.</li><li>
Document training procedures, create training manuals, quick reference cards, etc., and keep all documentation up to date. Able to assist in creation of in-house e-learning content. Design, develop, and maintain in-house e-learning content, including screen recordings, tutorials, short instructional videos, simulations, and other digital learning resources.</li><li>
Develop technology training videos and e-learning assets using Camtasia or similar tools, including scripting, screen recording, editing, captioning, quality review, and publishing content for use in the firm&rsquo;s LMS or other approved training platforms.</li><li>
Coordinate with Help Desk and other IT staff to create and maintain application reference materials on the firm's DMS and intranet.</li><li>
Assist and coordinate training for other offices.</li><li>
Conduct video conference training sessions for other offices when required.</li><li>
Conduct firm offered training sessions placed on the LMS calendar. Assist in management of the LMS.</li><li>
Participate in special projects, as required.</li><li>
Evaluate publicly available training materials for possible use by the firm.</li><li>
Learn all new and upgraded software/hardware and assist in developing technical documentation and teaching aids such as training user guides, quick reference cards, demonstration models, multimedia visual aids, computer tutorials, and reference works.</li></ul>
Knowledge, Skills and Abilities<ul><li>
Associate's degree or equivalent and two or more years technical training experience specifically in developing, implementing, and conducting applications training pertaining to a large practice law firm; or equivalent combination of education and experience.</li><li>
Must be quality and results oriented with excellent writing skills and substantial experience in writing technical documentation (e.g., training manuals, quick reference guides, etc.). Strong conceptual understanding of desktop applications and MOS Certificate preferred.</li><li>
Computer proficient with advanced technical and working knowledge of all Microsoft Office Suite applications (including templates, macros, styles, etc.). Extensive knowledge of document formatting and an understanding of document management systems and Internet software. Working knowledge or ability to learn other applications/software (InterAction, iManage, Template &amp; Numbering suite, e-Mail Filing, etc.) the firm uses.</li><li>
Excellent analytical and technical skills requiring an aptitude for detail, precision, and logic with comprehensive knowledge of a Windows environment and the various applications utilized by the firm in order to provide training and write technical documentation.</li><li>
Proactive with the ability to identify, define, and analyze detailed support issues and problems and to recommend and implement solutions. Ability to interpret technical instructions in layman&rsquo;s terms and apply to practical situations.</li><li>
Exhibit high degree of initiative with demonstrated troubleshooting, problem resolution, and follow-through skills in order to manage multiple priorities in a fast-paced, detail-oriented, and consistently changing work environment with the ability to make decisions based upon results of research.</li><li>
Excellent interpersonal, verbal, and written communication skills with the ability to communicate with courtesy and diplomacy and efficiently follow written and verbal instructions.</li><li>
Ability to provide technical information and training to a diverse group of users having different levels of computer expertise including attorneys, support staff, and clients. In addition, maintain effective relationships with vendors and consultants.</li><li>
Dependable team player who works collaboratively and cooperatively with others in a team-oriented environment. Ability to act independently and make decisions within scope of the position's responsibilities.</li><li>
Excellent organizational skills including record keeping, data collection, and system information. Ability to compile and analyze data and communicate ideas and conclusions clearly and concisely in report format, written correspondence, e-mail, or verbally.</li><li>
Possess excellent knowledge of reading, writing, grammar, spelling, punctuation, proofreading, and formatting in order to interpret and analyze source data and write technical instructional/informational documentation.</li><li>
Ability to operate standard office equipment, including computer, printer, telephone, photocopier, scanner, calculator, facsimile, etc.</li><li>
Ability to occasionally retrieve and distribute files, technology-related items, written documentation, or office supplies weighing up to 20 pounds.</li></ul>
The annualized salary range for this position in the Los Angeles office is $75,000 to $90,000. Actual pay will be adjusted based on experience and other job-related factors permitted by law.
We offer an outstanding benefit package which includes: medical/dental/vision, 401k with employer contribution, parental leave, transportation fringe benefit program, back-up care option, generous paid time off policy, and long-term and short-term disability policies.
Katten will consider for employment qualified Applicants with Criminal Histories in a manner consistent with the requirements of Article 9 to Chapter XVII of the Los Angeles Municipal Code.
Katten Muchin Rosenman LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
#LI-DNI</div></div>

Technology Learning Specialist

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