Small Business Portfolio Manager & Client Success
Northwest Bank
Northwest Bank is seeking a Portfolio Management Specialist to support Retail Small Business leadership and relationship managers in managing the Small Business loan portfolio. You will track financial statements, ensure due dates, and assist with delinquencies, modifications, and data integrity. This role collaborates with credit, operations and compliance to maintain portfolio quality and superior client service, utilizing Abrigo, Nautilus and Signature software to process statements and #J-18808-Ljbffr Northwest Bank
- ...common purpose of serving clients, patients, communities, and... ...culture here. The Senior Portfolio Operations Program Manager will lead our portfolio... ...data fluency. Demonstrated success improving cross-team coordination... ...%, or approximately three business days per month; travel may...SuggestedShift work
- ...delivering Cash Management solutions? As a Cash... ...Senior in Business Banking, you will... ...Managers (BDM), their clients, and prospects. You... ...the existing portfolio. Deliver Results... ...client to ensure a successful implementation of... ...s households and small businesses achieve...Suggested
$44k
...discounts, and flexible spending accounts.Position Summary:The Small Business Sales Manager is responsible for leading and managing a team of Small... ...and coach Sales Representatives. Develop team for success by regularly communicating results and job expectations. Develop...SuggestedTemporary workLocal areaFlexible hours- Merchants Bancorp in Carmel, Indiana is seeking a Portfolio Manager for the Business Lending portfolio, including Commercial and SBA loans. You will... ...-day administration, monitor risk, and communicate with clients and Relationship Managers to maintain portfolio health....Suggested
- First Merchants Bank is seeking a Portfolio Manager to oversee client portfolios, analyze securities, and select fiduciary investments. The role involves executing trades, maintaining asset mixes, and contributing to investment marketing and reporting materials. Requirements...Suggested
- First Merchants Bank is seeking a Portfolio Manager to join our team in Indianapolis, IN. The role... .... Essential duties include managing client portfolios, communicating with clients,... ...contributing to marketing, research, and new business support. #J-18808-Ljbffr First-...
$106.9k - $188.1k
...retention, renewal performance, and Customer Success economics are critical drivers of Genesys Cloud growth. As Finance Manager supporting the Customer Success organization... ...and financial data to answer strategic business questions and inform Customer Success priorities...Work from homeFlexible hours- ...financial advice to your clients, a role as a Business Relationship Manager is for you. As a... ...advice. You will manage a portfolio of new and existing business... ...America’s households and small businesses achieve their... ...directly linked to our success. We are an equal opportunity...
- First Merchants Bank is seeking a Portfolio Manager to join our team. You will manage client portfolios, analyze securities, and select fiduciary investments in line with policy and client directives. The ideal candidate holds a Bachelor's degree and at least three years...
- First Merchants Bank is seeking a Portfolio Manager to join our team in Indianapolis. This role will manage portfolios and provide analysis... ...as fiduciary investments. Essential duties include managing client portfolios, communicating with clients, and executing purchases...
- Job Title: Director, Client Success — BenAdmin Department: Client Success Reports To: Vice President, Client... ...satisfaction across Selerix's core BenAdmin portfolio. This role is accountable for building and developing the management layer of the BenAdmin CS team, establishing...Remote work
- Selerix Systems, Inc. is seeking a Director, Client Success — BenAdmin to lead the BenAdmin CS function across multiple client portfolios, ensuring retention, lifecycle delivery... ...client satisfaction. You will build the management layer, establish scalable operating...Remote job
- ...will close sales and win new business within a defined territory. You... ...with both new and existing clients to sell human resources solutions... ...You will use your ability to manage multiple sales processes at... ...solutions, and achieve success.Job RequirementsbaptBonus points...
- ...memorable experiences for our clients and employees, making them... ...working closely with the Branch Manager, branch employees, and our... ...Travel Requirement You'll successfully complete our Branch... ...of America's households and small businesses achieve their financial goals...Night shiftAfternoon shift
- Volkert Inc. is seeking an experienced Survey Manager for the Midwest Region, based in Indianapolis, IN. The role requires leading a survey... ...5-10 years of project management experience and a track record of delivering on client expectations. #J-18808-Ljbffr Volkert Inc.For subcontractor
- ...Merchants Bank of Indiana Job TypeFull-timeDescriptionThe Portfolio Manager, Business Lending is responsible for managing and monitoring... ...management, risk rating review, loan renewals and modifications, client and Relationship Manager communication, construction loan...
$63.79k - $66k
...Broadly, the Grants Program Manager will manage all... ...efforts with the Indiana Small Business Development Center (... ...to further the program successes. Salary: The... ...budget management, review client applications, and... ...Execute and refine a portfolio of statewide program initiatives...16 hoursFull timeWork experience placementLocal areaShift work- ...within the organization. The successful candidate will be a key leader... ...landscape in which the business operates. Experience in a dynamic... ...A background in consumer and small business credit, as well as a... ...success and expansion. Hiring Manager Title Chief Risk Officer...
- ...Merchants Bank is seeking a Portfolio Manager to join our team! This position... ...investments of assigned client portfolios. Communicate with... ...client service. Supplement new business efforts by investment... ...completing RFPs. In order to be successful in this position, we require...Flexible hours
- ## Senior Portfolio ManagerApplylocations: Fishers, INtime... ...**The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios,... ...** To perform this job successfully, an individual must be... ...Education** Bachelor's Degree business / finance / related **...Work experience placementWork at office
- ...financial advice to your clients, a role as a Business Relationship Manager is for you. Job... ...advice. You will manage a portfolio of new and existing business... ...America's households and small businesses achieve their... ...directly linked to our success. We are an equal opportunity...Work experience placement
$100k - $150k
Posting Type Hybrid/Remote Job Overview Relativity's Success Operations team drives strategy, planning, and business operations for the company's post-sale Customer... ...what's happening on the ground. Reporting to the Manager, Strategic Execution, you'll build the...Remote work- ...Job Description The Senior Portfolio Manager (Trust) is responsible for managing client investment portfolios, making daily... ...perform this job successfully, an individual must be able to... ...functions. EducationBachelor's Degree business / finance / related Work Experience...Full timeWork at office
- An insurance agency in Indianapolis is seeking a Personal Lines Account Manager to enhance daily operations and client satisfaction. The role involves processing insurance applications, assisting clients with their needs, and maintaining comprehensive knowledge of the...
- ...what’s right. We help clients navigate complexity with... ...by empowering businesses, communities, and individuals... ...for an Account Manager position. While this role... ...our growing team in our small business division who... ...priorities.Skills for Success:Develop professional relationships...Full timeLive outWork at officeLocal areaFlexible hoursShift work
$68.28k - $80.73k
Daniels Health in Indianapolis is seeking an energetic Program Manager to join their dynamic team. This role involves developing strategies to support clients in healthcare safety, sustainability, and compliance. The ideal candidate will manage accounts, possess strong...- Daniels Sharpsmart is seeking an energetic Program Manager for their team in Indianapolis. This role focuses on building client relationships and representing the best clinical waste solutions in healthcare facilities. The Program Manager will support customer account...
- ...Project Portfolio ManagerOur people at JLL are shaping the future... ...and technology for our clients. We are committed to hiring... ...The Project Portfolio Manager is responsible for overseeing... ...resource allocation, and successful delivery of business objectives. This role serves...
- ...journey. Job Summary A seasoned account manager with experience in late stage or post... ...that maximize recovery. A successful Recovery Portfolio Manager will bring a well-rounded skill... ...to management as dictated by current business conditions Understand the applicable...Work at officeLocal area
- ...will close sales and win new business within a defined territory. You... ...with both new and existing clients to sell human resources solutions... ...You will use your ability to manage multiple sales processes at... ...solutions, and achieve success. Bonus points for these: Preferred...
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