Total 5 Manager level Finance / Banking / Insurance job vacancies in Plymouth Meeting, PA

About the role

We are looking for a customer focussed Compliance Investment Manager to join our growing Asset Strategy and Delivery team. You will play a key role in leading PCH’s investment approach to ensure our residents homes remain safe, warm, affordable and sustainable.

Our ideal candidate for this role is someone who:

Has experience of mechanical and electrical and compliance procurement and contract management.
Has extensive knowledge of Electricity at Work Regulations and BS7671 or equivalent gas qualifications
Has experience of contract preparation, documentation and supervision in compliance with the Procurement Act.
About Plymouth Community Homes

We are the city’s largest social housing association, with over 16,000 properties providing homes for more than 35,000 people, and we’re aiming to grow, to provide more people with high-quality, affordable homes to rent and buy.

With a great workforce and a focus on people, we deliver good quality, well-managed and well-maintained homes.

What we can offer you:

Flexible working opportunities including flexi-time and hybrid working
Excellent pension scheme with a high level of employer contributions
Free, fully equipped onsite gym and changing facilities.
The opportunity to carry out volunteer work for 3 days a year through our Make a Difference scheme
Annual leave of 25 days (rising to 30 days) plus Bank Holidays and holiday trading option
Free Employee Assistance programme, including free counselling
Free annual flu vaccination
Cycle to Work scheme
The opportunity to work in a beautiful and vibrant part of the Southwest
We support digital working with modern devices/smart phones
It's fun to work here- we have dress down Fridays, company quizzes, and lots of charity events throughout the year
Our modern and spacious offices are right on a bus route, and just three miles from the city centre
We get a daily visit from a local food van, and within walking distance to local Crownhill shops, Warrens, M&S Foodhall, Co-op, Starbucks and Tim Hortons
To Apply:

If you are interested in this fantastic opportunity please select apply and complete our form, making reference to the person specification to demonstrate how you consider that your knowledge, skills and experience meet the requirements of the job.

For an informal discussion about this role, please contact Laura Haynes, Head of Asset Strategy & Delivery on 07468533444.

This post is not suitable for job share.

Shortlisting Date: 20th November 2024

Interview Date: 5th December 2024

If you are an apprentice, please ensure that you make the Learning & Development team aware that you intend to apply for this position.

We are a committed Equal Opportunities employer. We welcome applications from suitably talented people from any community and background.

Living and Working in Plymouth

Proud member of the Disability Confident employer scheme

Seeking a Team Leader in Plymouth

Looking for your next step in social care?

This is an exciting opportunity to be part of our dynamic team, and play a key role in developing and nurturing new team members to support a gentleman with a learning disability and autism to move into his new home.

Your skills and experience working in care could be a great match for our Team Leader role. You will be a great role model, providing excellent support; inspire, motivate and enable others to achieve their goals. You will be resilient, calm and confident in approach.

Delivering excellent quality and outcomes for the people we support is at the heart of everything we do, and you’ll be instrumental in ensuring our high standards are met.

With the support of the registered manager you will offer support, advice and guidance to your team and coach them to develop new skills, providing regular supervision and effectively deploying resources.

The support we provide is centred around each person’s values, preferences and needs. This includes developing daily living skills, accessing a wider community, personal care and medication needs. In this role you’ll also lead and support a team of support workers.

Full and part-time opportunities available

A full UK manual driving licence desirable.

Benefits

• Sleep-ins paid at £60 extra (basic salary £15.11 - £15.58p/h) 

• On-going training and career development including professional qualifications 

• Contributory pension 

• We cover the cost of DBS checks 

• Rota's are planned in advance. 

• Access to Wagestream where you can track your basic salary and additional hours earnings throughout the month and stream (access) a portion of those earnings before your monthly pay date. You can also access a range of financial support and advice, as well as save directly from your earnings.

• Shopping discounts including Blue Light card, EE perks and Costco membership 

• Successfully 'recommend a friend' to join us and you'll receive a thank-you payment 

• Access to wellbeing helplines. 

• Health Cash Plan

You will:

• Be a confident problem solver and creative thinker with good communication skills

• Resilience to overcome challenges

• Experience working with people with a learning disability

• Experience developing skills within a team

• Previous management experience is desirable

• Relevant social care qualification

• A management qualification would be desirable.

Your responsibilities:

• To empower the people we support to live the lives they want to lead

• Provide great leadership and day-to-day supervision to a team of support workers.

• Assist the locality manager in the supervision, coaching and mentoring of the team.

• Provide direct care and support to the people we support and model best practice.

• Co-ordinate the daily provision of support and activities for people we support to ensure the delivery of a high quality, responsive and efficient service.

• You’ll have finances and other resources to manage, along with legal requirements and standards of care to meet.

TL_BT

Brandon Trust work alongside people of different ability so they are able to create opportunity and feel empowered to live the life they want.

All team leaders work flexible shifts to provide a 24/7 service. Successful applicants for this role will require an enhanced DBS check. 

We are an Equal Opportunities employer and welcome applicants from all sections of the community. 

BT_IEA

None None

Main Purpose of Job: To take the lead on all things finance

Main Responsibilities:

• Prepare and present regular and timely financial reports for the CEO, staff and Trustees and prepare and present Pete’s Dragons annual budget showing performance against agreed business plans and budgets.
• Review, manage and develop all financial management policies, procedures and systems of the charity.
• Support the Chief Executive and work with external advisors as necessary in the preparation of annual financial statements and draft the Report of the Members of the Board of Trustees in accordance with the Statement of Recommended Practice (SORP) for accounting and reporting by charities in preparation for audit, approval by Trustees and presentation to members at the AGM.
• Ensure that systems and reports required by funders are produced in the required format and timescales.
• Provide accounting services for use by managers in planning and controlling the work of Pete’s Dragons. This includes financial accounting, management accounting, forecasting, budgeting and control systems.
• Manage the Finance related ICT strategy and systems, appointing and managing contractors as appropriate.
• Oversee the purchasing and acquisition of all operating materials (e.g furniture, stationery, equipment etc) in line with budgets.
• Lead the annual insurance process which includes commercial, professional indemnity, accident, cyber security etc.
• Identify income generating and cost saving opportunities across the whole charity.

Income Generation

• Support the lead fundraiser to develop and implement a fundraising strategy. Lead and support fundraisers and be a source knowledge and guidance.
• Monitor and deliver sustained income diversification and growth.
• Work with colleagues across the charity to develop a portfolio of compelling cases for support.
• Prepare and deliver high-quality and tailored proposals for major donors, corporates, charitable trusts and others.
• Work alongside and in support of the CEO to bid for contracts as appropriate
• Regularly review all grant, contract, sales and fundraising pipelines.

Performance management

• Provide line management to direct reports, set clear expectations, coach, support and develop and hold them accountable for the performance of their operational areas.
• Champion staff wellbeing and create an environment where people want to come to work and know that their contribution is important and valued.

See main advert for details, role can be tailored for the right candidate. Standard financial management is a must but there are further opportunities.

Location:

For Those Who Work At Home - Various, Pennsylvania 19026

Job Summary
The HL Enterprise Retail Sales Manager (ERSM) reports directly to the Home Lending Market Leader and is accountable for creating an engaging sales culture for employees to develop the skills and confidence required to grow the business by helping new and existing clients with home lending solutions. (ERSMs) prioritize and lead delivering Crazy Good Service to all clients. The ERSM primary responsibilities are to recruit external LO talent, lead a span of 3-8 loan officers (spans of control are defined by National Sales Executive and ML) and lead production representative of their local market, branch referred business and Key Private Bank (KPB) referrals and KPB mortgage trade areas. The ERSM leads a team of Mortgage Loan Originators (MLO's and CDLOs) effective at originating high quality home lending originations and must demonstrate expertise with the local real estate market attributes (property taxes, transfer taxes, millage rates, etc.). This role will develop and lead strategies and tactics in their local markets to build local Center of Influence (COIs) for their MLOs and CDLOs. The position also partners closely with Retail Leaders to increase lending acumen of branch and KPB teammates. The ERSM would also be expected to originate and have a proven book of business and COIs in the local market. The ERSM would be expected to achieve performance goals (quality and productivity) with respect to their own personal production in parallel to achieving the performance goals and expectations as a manager of a team of loan officers.

The ideal candidate for this position will be local to the Philadelphia market and be passionate and experienced with Community Development/CRA lending.

Responsibilities

• Responsible for building, developing, coaching, motivating, and leading a team of Mortgage Loan Originators (MLOs), CDLOs and/or mortgage associates skilled and confident to deliver clients’ full lending needs.
• Responsible for achieving or exceeding mortgage and home equity production goals for both their assigned Retail branch markets and Key Private Bank (KPB) markets. Sets the tone and expectation around partnership and performance objectives. Manages and evaluates performance to achieve respective goals.
• Ensure MLO adherence to the branch and private bank coverage model.
• Accountable for market, branch and KPB market level pipeline management, upfront file quality, drive expected pull-thru and funding rates, and achieving established benchmarks for client NPS scores.
• Serves as a market’s residential real-estate options/products and lending expert with joint accountability/ownership with Retail Leaders, Branch Managers and KPB Leaders to achieve the residential real estate lending production and production goals of their respective branches and KPB markets.
• Manage facilitation, results, and improvements with credit decision escalation process, pricing exceptions, and overall pull through
• Lead and support the development, delivery and execution of training/skill building for branch and KPB employees on changes to all consumer credit products, systems and technology, and processes - building the confidence in branch and KPB employees.
• Maintain an internal and external talent pipeline; hires, trains and onboards new employees grounded in Key’s Financial Wellness mission.
• Build strong collaborative relationships with internal partners to drive excellent client experience, high-quality originations and strong partnerships between branches, operations, underwriting, and fulfillment
• Proactively engage the Area Retail Leaders (ARLs) to facilitate field action and the Consumer Loan Center (CLC) where a pipeline appears stalled; diagnose why and consult/ recommend solutions to improve pipeline
• Responsible and accountable for compliance in all aspects of their geography inclusive of Communicate Reinvestment Act (CRA), Low to Moderate Income (LMI) and MMCT requirements
• Effectively assist MLOs with resolving client complaints within a timely fashion
• Partner with Home Lending Leaders (HLC) leaders to ensure right channel of execution and achieving production success for the assigned markets.
• Ensure MLOs adhere to the Key Home Lending policies, including government regulations; ensure information is properly disclosed to clients. Responsible for overall compliance and quality control within the department - ensuring documentation is appropriate; application packages are timely, quality is acceptable, and timely completion of disclosures.
• Manage employee hours worked in accordance with and compliant with KeyBank’s time tracking policies
• Assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. The ERSM is expected to develop referrals to grow Key's home lending business and client base. The ERSM is expected to meet or exceed established sales goals while maintaining high standards of client satisfaction and loan quality.
• Prospects home lending business to build and develop new client loan originations and relationships and new originations. This can include developing internal referral relationships as well as developing external centers of influence to refer home lending opportunity
• Originate and process 1-4 family residential real estate mortgage transactions in accordance with Home Lending process and product guidelines
• Responsible for gathering documents at the time of registering a loan and is expected to remain, the primary point of contact for the client during the duration of the loan process
• This person is to maintain high standards of client satisfaction and quality, ensure sales/originator systems and workflows are efficiently controlled.
• Develops and maintains in-depth knowledge of products and services as well as knowledge of competitors and competitive products while serving as the subject matter expert within the market
• Maintains proficiency on sales/originator systems and develop and maintain efficient workflows
• Keeps informed of trends and developments in the real estate market and mortgage industry
• Ability to foster internal and external relationships.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
• Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
• Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

• Bachelor's Degree Business or Finance (preferred) or
• Equivalent Experience (required)

Experience Qualifications

• 5+ years Mortgage experience or equivalent retail/lending experience which includes selling financial products (required)
• Proven ability to develop and execute business plans – capable of meeting and exceeding results (required)
• 3+ years Management experience in a retail sales environment (preferred)
• Demonstrated ability to drive a high performing team (preferred)
• Proven network of local real estate COIs and past client book of business (required)

Tactical Skills

• Strong business acumen to include an understanding of financials (P & L), credit and lending practices
• Demonstrated effective leadership with the ability to manage, coach and champion a successful sales team both locally and remotely coupled with the proven ability to lead change.
• Proven ability to establish and maintain collaborative partnerships among the field, LOBs and support partners.
• Excellent interpersonal, motivational, leadership, and organizational skills
• Excellent verbal and written communications skills
• Strong technical, analytical, and problem solving skills.
• Working knowledge of consumer loan underwriting, processing, closing and regulations.
• Working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws.

Personal Skills

• Emotional Intelligence
• Decision Making
• Problem Solving
• Collaboration

Practical Skills

• Business Acumen
• Oral & Written Communication
• Risk Management

Core Competencies

• All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

• Consumer Retail Management - Ability to communicate face to face and on the phone with clients, frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.

Travel

• Occasional travel to include overnight stay.

Driving Requirements

• May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

COMPENSATION AND BENEFITS

This position is eligible to earn an hourly rate of $15 per hour. Compensation for this role also includes short-term incentive compensation subject to individual, team, and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Job Posting Expiration Date: 02/29/2024

KeyCorp is an Equal Opportunity and Affirmative Action Employer committed to building a diverse, equitable and inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status or other protected category.

 

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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