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Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate.You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher. How you'll make an impact The Branch Client Service Manager II is accountable for delivering high quality and efficient service to both internal and external clients through the day-to-day account management of an assigned group of accounts within a Branch that consistently meets or exceeds CSO revenue benchmark expectations. This role reports directly into either the Branch Client Service Director or the Branch Client Service Supervisor. The Branch Client Service Manager II directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement. Successfully and profitably manages an assigned group of accounts. Builds and solidifies relationships with existing clients by providing exceptional ongoing care. In partnership with the Production team, takes a leadership role in the renewal process, ensuring that the best possible solution is delivered to the client in a high-quality & timely manner. Secures existing business and drives the sale of additional services and lines of coverage. Cultivates relationships with the buyer in the client organization as well as with day-to-day client representatives and buyers. About You Required: Bachelor's degree wit 3+ years client service and/or claims management experience -OR- High School degree/GED with 8+ years client service and/or claims management experience. Producer's License. Ability to travel up to 25% of the time. Proficiency in Microsoft Office. Appropriate licensing as required. Preferred: Previous insurance knowledge and experience managing client relationships. Solid financial acumen. Behaviors: Proficient in using technology as a tool to maximize productivity and quality. Strong written and verbal communication skills. Comfortably engages others in consultative discussion. Effectively manages/balances multiple and sometimes competing priorities. Works in a self-directed manner. Compensation and benefits We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve: • Medical/dental/vision plans, which start from day one!, • Life and accident insurance, • 401(K) and Roth options, • Tax-advantaged accounts (HSA, FSA), • Educational expense reimbursement, • Digital mental health services (Talkspace), • Flexible work hours (availability varies by office and job function), • Training programs, • Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing, • Charitable matching gift program We value inclusion and diversity ___ to review our U.S. Eligibility Requirements Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work. Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest. Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws. Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

Job Description Attic Projects LLC is No. 117 on the 2024 Qualified Remodeler Top 500 list. #98 (out of 200) Home Improvement Specialists Tap into Your Full Potential: Join Our High-Earning Team with Our Top Performers Earning $15,000/month!Why Choose Attic Projects?At Attic Projects, we lead our niche market and are experiencing rapid growth in San Diego, Orange County, and North & South Seattle. As an owner-led company, we prioritize a highly collaborative team to deliver unparalleled solutions to our customers. With our proven sales method and comprehensive paid training, we offer an environment where sales professionals can thrive, achieve remarkable personal and professional growth, and excel in their careers.Don't settle for just a job—embark on a fulfilling career with a company that offers limitless possibilities for learning and development. Apply now to immerse yourself in a world of extraordinary opportunities! Role and Responsibilities: As an Outside Sales Representative, you will play a crucial role in driving sales growth. With a focus on building relationships, you will engage with potential customers, understand their needs, and provide tailored solutions. Your expertise in sales and project management will contribute to our company's success while ensuring smooth project execution and customer satisfaction. You will do… 1. Customer Engagement: • Conduct thorough inspections of customer properties, including attics and crawl spaces, and provide creative, tailor-made solutions to address their specific needs., • Build rapport with customers and guide them through the available package options using effective communication skills., • Guide customers through the entire sales cycle, from presenting and explaining the proposed solutions/quote to successfully closing the deal, • Address customer questions, concerns, and follow-up needs related to sold projects. 2. Project Management: • Provide accurate project estimates and detailed inspection reports to the operations team in a timely manner., • Collaborate with crew leaders to review on-going projects, ensuring accurate and complete project information for seamless job operations. 3. Sales Team Collaboration: • Attend sales meetings every morning to strategize with colleagues and managers, share best practices, and support each other in achieving sales objectives., • Share industry knowledge, sales tactics, and customer insights to enhance the effectiveness of the sales team. 4. Business Development (Optional): • Represent the company at trade shows to present our services, generate leads, and expand the customer base., • Build and maintain a network of strategic partners to generate potential clients and enhance business opportunities. You need to be able to… • Safely use an extension ladder within the manufacturer's weight capacity, • Climb or balance and stoop, kneel, crouch, or crawl in those confined spaces whiling measuring and taking photos during an inspection (Usually 30-45 mins), • Willing to work in different types of weather conditions (could be over 104F) Candidates must meet physical job requirements and safely perform the job duties with or without accommodations Perks and Benefits: • Great earning potential - Six figure plus and we keep breaking our sales records!, • All the tools you need to succeed - Company provided company vehicle with gas card, iPad with sales software, ladder, mask, gloves…we get you covered with State-of-the-art, technology-based tool for inspections, • Industry leading, quality, comprehensive training program (both sales tactics & industrial knowledge)- If you have strong willingness to learn, we will make you soar, • Team-first environment - The best sales team you could dream of, • First-class in-house operation team - All W2 employees, guaranteed quality and time, • Comprehensive benefits package including medical, dental, vision, 401(k) plan Qualifications: You must have… • Minimum of 3 years of in-person sales experience, proven record of achieving various sales performance targets and metrics., • Experience with CRM systems, BuilderTrend preferred., • Ability and willingness to perform physically demanding tasks as required., • Driver's License with clean driving record You are desired if you have… • Strong ability to build connections with people, actively listen, and deliver persuasive presentations., • Customer-centric mindset with a strong emphasis on empathy and ethical selling practices., • Excellent negotiation, conflict resolution, and problem-solving skills., • Detail-oriented with the ability to provide accurate project information and estimates., • Self-motivated, ambitious, and passionate about achieving sales goals and personal growth., • Resilient, perseverant, and willing to learn from experienced sales professionals., • Strong work ethic, professionalism, and dedication to customer satisfaction., • Relevant Construction knowledge is highly preferred, but not required Interview Process: Elevate your career with Attic Projects, where opportunities soar, success reflects! What's Next… • Initial Video Interview with Recruiter, • Video Interview with Sales Manager, • Onsite Interview, • Face-to-face interview with regional sales manager to further assess your sales abilities and other attributes, • Ride-Along Experience:, • Experience the thrill of a typical day in our dynamic sales role with our exhilarating ride-along session. Join us as we escort you to two leads, explore customer homes, climb into attics, and demonstrate efficient inspection techniques. Get ready to witness our sales prowess and how to seal the deal on the spot., • Meeting with the Branch/Regional Manager:, • Informal greeting and casual meeting, • Offer Extension:, • Congratulations! You have been through the journey and we want you on the team! Details: Job Type: Full-time, not remote Compensation Range:$100,000.00 - $150,000.00 per year Pay Structure: Paid Training (3 months): Base + commission; 100% commission with bi-weekly advances available Applying for this position does not require you to meet every single expectation listed. At Attic Projects, we recognize that embracing diverse perspectives is crucial for fostering innovation and achieving success. Therefore, we are dedicated to creating a team that encompasses a wide range of backgrounds, experiences, and skills.Attic Projects is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Job Description Attic Projects LLC is No. 117 on the 2024 Qualified Remodeler Top 500 list. #98 (out of 200) Home Improvement Specialists Tap into Your Full Potential: Join Our High-Earning Team with Our Top Performers Earning $15,000/month!Why Choose Attic Projects?At Attic Projects, we lead our niche market and are experiencing rapid growth in San Diego, Orange County, and North & South Seattle. As an owner-led company, we prioritize a highly collaborative team to deliver unparalleled solutions to our customers. With our proven sales method and comprehensive paid training, we offer an environment where sales professionals can thrive, achieve remarkable personal and professional growth, and excel in their careers.Don't settle for just a job—embark on a fulfilling career with a company that offers limitless possibilities for learning and development. Apply now to immerse yourself in a world of extraordinary opportunities! Role and Responsibilities: As an Outside Sales Representative, you will play a crucial role in driving sales growth. With a focus on building relationships, you will engage with potential customers, understand their needs, and provide tailored solutions. Your expertise in sales and project management will contribute to our company's success while ensuring smooth project execution and customer satisfaction. You will do… 1. Customer Engagement: • Conduct thorough inspections of customer properties, including attics and crawl spaces, and provide creative, tailor-made solutions to address their specific needs., • Build rapport with customers and guide them through the available package options using effective communication skills., • Guide customers through the entire sales cycle, from presenting and explaining the proposed solutions/quote to successfully closing the deal, • Address customer questions, concerns, and follow-up needs related to sold projects. 2. Project Management: • Provide accurate project estimates and detailed inspection reports to the operations team in a timely manner., • Collaborate with crew leaders to review on-going projects, ensuring accurate and complete project information for seamless job operations. 3. Sales Team Collaboration: • Attend sales meetings every morning to strategize with colleagues and managers, share best practices, and support each other in achieving sales objectives., • Share industry knowledge, sales tactics, and customer insights to enhance the effectiveness of the sales team. 4. Business Development (Optional): • Represent the company at trade shows to present our services, generate leads, and expand the customer base., • Build and maintain a network of strategic partners to generate potential clients and enhance business opportunities. You need to be able to… • Safely use an extension ladder within the manufacturer's weight capacity, • Climb or balance and stoop, kneel, crouch, or crawl in those confined spaces whiling measuring and taking photos during an inspection (Usually 30-45 mins), • Willing to work in different types of weather conditions (could be over 104F) Candidates must meet physical job requirements and safely perform the job duties with or without accommodations Perks and Benefits: • Great earning potential - Six figure plus and we keep breaking our sales records!, • All the tools you need to succeed - Company provided company vehicle with gas card, iPad with sales software, ladder, mask, gloves…we get you covered with State-of-the-art, technology-based tool for inspections, • Industry leading, quality, comprehensive training program (both sales tactics & industrial knowledge)- If you have strong willingness to learn, we will make you soar, • Team-first environment - The best sales team you could dream of, • First-class in-house operation team - All W2 employees, guaranteed quality and time, • Comprehensive benefits package including medical, dental, vision, 401(k) plan Qualifications: You must have… • Minimum of 3 years of in-person sales experience, proven record of achieving various sales performance targets and metrics., • Experience with CRM systems, BuilderTrend preferred., • Ability and willingness to perform physically demanding tasks as required., • Driver's License with clean driving record You are desired if you have… • Strong ability to build connections with people, actively listen, and deliver persuasive presentations., • Customer-centric mindset with a strong emphasis on empathy and ethical selling practices., • Excellent negotiation, conflict resolution, and problem-solving skills., • Detail-oriented with the ability to provide accurate project information and estimates., • Self-motivated, ambitious, and passionate about achieving sales goals and personal growth., • Resilient, perseverant, and willing to learn from experienced sales professionals., • Strong work ethic, professionalism, and dedication to customer satisfaction., • Relevant Construction knowledge is highly preferred, but not required Interview Process: Elevate your career with Attic Projects, where opportunities soar, success reflects! What's Next… • Initial Video Interview with Recruiter, • Video Interview with Sales Manager, • Onsite Interview, • Face-to-face interview with regional sales manager to further assess your sales abilities and other attributes, • Ride-Along Experience:, • Experience the thrill of a typical day in our dynamic sales role with our exhilarating ride-along session. Join us as we escort you to two leads, explore customer homes, climb into attics, and demonstrate efficient inspection techniques. Get ready to witness our sales prowess and how to seal the deal on the spot., • Meeting with the Branch/Regional Manager:, • Informal greeting and casual meeting, • Offer Extension:, • Congratulations! You have been through the journey and we want you on the team! Details: Job Type: Full-time, not remote Compensation Range:$100,000.00 - $150,000.00 per year Pay Structure: 100% commission with bi-weekly advances available Applying for this position does not require you to meet every single expectation listed. At Attic Projects, we recognize that embracing diverse perspectives is crucial for fostering innovation and achieving success. Therefore, we are dedicated to creating a team that encompasses a wide range of backgrounds, experiences, and skills.Attic Projects is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Job Description CalPrivate Bank is an equal opportunity employer, committed to diversity, equity & inclusion. Job Title Relationship Manager/Sr. Relationship Manager Department Branch Operations/Lending Reports To Market President or Chief Banking Officer FLSA Status EXEMPT Job Summary Develops and manages a portfolio of Bank clients in market area. Determines customer’s banking needs and designs product and service portfolio for client. Performs to standards that meet or exceed the Bank’s objectives and fulfills the expectations of all internal and external customers. Represents the Bank in a professional courteous manner at all times. Senior Relationship Manager responsible for developing and managing more complex banking relationships. Duties and Responsibilities • Develops and manages a portfolio of clients ranging from credits to deposit only relationships., • Grows revenue by successfully prospecting for new business and retaining and expanding existing client relationships., • Provides financial advice to clients and identifies and sells appropriate bank products and services as needed., • Builds strong relationships with referral sources, centers of influence, etc., • Works with business development staff, lenders and underwriters to structure loans. Responsibilities • Minimum five years of banking experience including business development and relationship management skills., • Knowledge of Bank policies and procedures and regulatory compliance., • Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients., • Sales Effectiveness, • Persuasive Skills, • Customer Focus, • Technical Skills, • Problem Solving, • Planning/Organizing, • Judgment, • Team Work, • Composure, • Strong Verbal and Written Communication Skills, • Regularly required to talk or listen, • Frequently required to use hands and fingers to handle or feel, reach with hands or arms., • Required to sit for long periods of time, • Occasionally required to stand and walk, • Occasionally required to lift up to 25 pounds, • Specific vision abilities required by this position include close vision and the ability to focus., • Employee may be required to travel occasionally between banking offices

Job Description Our Story With $1,000 in his pocket, Allen Lund made the brave decision to start his own transportation brokerage company. It was 1976, when Allen Lund Company formally opened the first office in Los Angeles. Now, we have 38 offices and continue to grow! We are always looking for exceptional people to join our fast paced, challenging, team-oriented work environment. Our culture fosters personal growth and commitment both in and out of the office. Our diverse workforce is key in delivering outstanding customer service and our commitment to our industry are main components of our unmatched reputation. We hold true the value of hiring, developing and retaining the best employees in the industry. Our management provides an open and innovative environment that promotes professional and personal growth. This is why one half of our employees have been with ALC for over 10 years! Why we’re Awesome!! * Inclusive company culture * Training and Development * Competitive Compensation * Unparalleled Benefits & Wellness (we mean really good)! * 401k with a generous match * Career Growth Opportunities * Transfer Opportunities * Share in Company ownership * Employee Recognition program We are looking for a Carrier Compliance Auditor to join our team! The Carrier Compliance Auditor will be responsible to review all carrier documentation to ensure compliance with Company policy, set up new carriers in the system, maintain and update carrier files, and review and process bills. You will * Carrier Set-up * Retrieve electronic setup packet from setup dashboard * Monitor documentation to make sure information provided is correct and complete (W-9, Requirements, Insurance, MC Authority, Contracts) * Evaluate authority compliance * Check Safer System for licenses and safety ratings Call DOT when necessary * Contact RMIS representative for insurance verification when necessary * Assign a T# and enter/verify information from set-up packet into the Oracle System and complete setup * Make sure all new carrier information is filed away electronically in correct carrier file website * Customer Service as a dedicated representative to assigned office(s) * Help branch offices with carrier-related problems * Teach carrier to log onto website and complete online setup packet * Answer or redirect calls from carriers with questions * Mail * Pick up mail from post office box * Prepare for distribution to each office/dept at headquarters building * Updates and Maintenance * Change factoring information on Supplier and Invoice screens * Check carriers in Safestat and determine if carrier is loadable, take appropriate action * Make sure information is updated in the computer and filed in the appropriate file * Billing * Pick up mail from post office box * Open and sort mail received daily (including via email and fax) * Review and sort bills, in preparation for scanning and uploading * Scan and upload bills daily for assigned billing time * Answer Accounts Payable status questions (phone or email) * Special Projects * RIGS – Customer Service for Carriers * Assist with special projects as requested by the Department Manager. Skills and Experience * 1+ years in a customer service role * Highly organized and detail-oriented * Ability to work well under pressure in a fast-paced environment Powered by JazzHR IL10bZDVhh

Job DescriptionThe Branch Manager is responsible for overseeing and directing the staff and daily operations of the assigned branch. This role ensures the delivery of exceptional customer service, achievement of sales and productivity goals, and the development of strong business relationships within the community. Duties and Responsibilities: • Develop and implement strategic plans to drive growth within the local market., • Identify and pursue new business opportunities and partnerships to increase market share through our service, large project, and advanced services lines., • Champion and coordination of the internal initiation phase of the project life cycle., • Lead initiatives to enhance Company’s brand awareness and reputation in the community., • Full P&L responsibility, including budgeting, forecasting, and financial reporting., • Analyze financial performance and implement strategies to maximize profitability and cost-efficiency., • Ensure branch operations are aligned with company financial objectives and guidelines., • Lead, mentor, and develop employees with a focus on safety, training, skill enhancement, and career progression., • Create a positive, engaging workplace culture that encourages teamwork and high performance., • Exhibit strong emotional intelligence to effectively manage, motivate, and inspire the branch team., • Build and maintain relationships with key customers, suppliers, and community partners., • Act as the face of Company in the market, engaging in community events, trade shows, and networking opportunities., • Ensure customer satisfaction by delivering quality service and addressing customer needs promptly., • Collaborate with regional leadership, business development, safety, and operational teams to align branch activities with company goals., • Promote a culture of teamwork within the branch and across the organization, leveraging internal resources to meet business objectives., • Conduct regular staff meetings to clearly communicate goals and objectives., • Provide guidance and leadership to enable staff to meet these goals., • Commits to regular job-site visits and completes required documentation., • Identify training needs and opportunities for staff development., • Develop and implement plans to meet those needs., • Perform other related duties as assigned by the manager. Required Skills and Abilities: • Strong leadership and management skills., • Excellent sales, customer service, and interpersonal skills., • Proficient verbal and written communication skills., • Strong organizational skills and attention to detail., • Ability to prioritize tasks and delegate as appropriate., • Strategic Thinking: Ability to set long-term objectives and create actionable plans for market growth., • Financial Acumen: Strong understanding of P&L management, budgeting, and financial analysis to make informed decisions., • People Orientation: Commitment to employee development, engagement, and fostering a positive work environment., • Servant Leadership: Prioritizing the growth, development, and well-being of employees and team members to foster a collaborative, empowered, and highly motivated workforce.., • Emotional Intelligence: High EQ with the ability to manage relationships, navigate challenges, and resolve conflicts effectively., • Drives Vision & Purpose: Painting a compelling picture of the vision and strategy that motivates others to action., • Results Orientation: Consistent focus on achieving desired outcomes and delivering high-quality performance. It involves setting clear goals, prioritizing tasks, and taking accountability for reaching specific, measurable results., • Communicates Effectively: Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences., • Associate’s degree or equivalent industry experience required; Bachelor’s degree preferred., • At least 3-5 years of branch management experience, with at least one year as an Assistant Branch Manager preferred. About Us At NCW, we do our best to provide the brightest talent to the best companies across the country. Founded in 2000 our company’s purpose was to redefine the way people think about contract staffing. People come first in our business. Our services are refined with in-depth expertise in our industry verticals, construction, manufacturing, warehousing & distribution, and engineering. We care about finding solutions that benefit everyone involved: our clients, our candidates and our workforce. NCW is an Equal Opportunity Employer. Diversity and inclusion are important components of our culture and hiring practices. NCW is an employer and business partner dedicated to elevating the quality of life of our employees, clients, and communities.

Job Description We rank #117 as the Top 500 Specialty Construction Firms and #98 out of Top 200 in Home Improvement Companies in the U.S. for 2024! Why Choose Attic Projects? At Attic Projects, we are leading the way in our industry, with rapid growth in San Diego, Orange County, San Bernardino and North & South Seattle. As a growing company, we emphasize collaboration, innovation, and a results-oriented approach in every aspect of our business. Our Sales are at the forefront of driving revenue growth, building strong customer relationships, and executing sales strategies that propel the company forward. With our comprehensive sales training programs and proven sales methodologies, we offer a supportive environment where Sales leaders and their teams can thrive, develop professionally, and chart a successful career path. Join us and be part of a dynamic team where your sales expertise makes a direct impact, and where endless opportunities for growth and development await. Apply today and take the next step in your career with Attic Projects, helping shape the future of our industry! Role and Responsibilities: Reporting to the Director of Sales (National), Sales manager oversees a team of Sales Inspectors, translating marketing and call center activity into revenue-generating opportunities to achieve sales goals. • Manages facility sales team, including hiring, training, coaching, and deployment., • Reports sales KPIs to the Director of Sales and personnel evaluations at predetermined intervals, providing risk-mitigation strategies when goal divergence occurs., • Provides insight to the Director of Sales for local sales strategies, promotions, marketing campaigns., • Collects, evaluates, and coordinates lead activity after handoff from corporate call center., • Assigns leads to PMs and coordinates scheduling of lead activity with the Office Administrator., • Audits proposals, reviews lead/crew notes, Monitors and ensures project management standards are being met by PMs, • Verifies closing paperwork and financing documentation to coordinate collections activity., • Maintains customer service standards, quality assurance, and positive customer reviews., • Secondary point of contact for client relationship management and conflict resolution., • Acts as a temporary fill-in/replacement in the absence of RDOS or Project Managers., • Oversees the condition, cleanliness, and maintenance of sales team vehicles., • Manages inventory of inspection supplies, marketing collateral, and devices. Perks and Benefits: • Competitive salary and team performance-based commission, • Opportunities for cross-branch training and career growth, • Supportive management team, • First-class in-house operation team, • Medical, dental, vision insurance after 90 days, • Paid time off and holidays, • Holiday gifts and team building events Qualifications: • Willingness to start and learn from the ground up, • Minimum of 7 years of proven sales management experience, • Solid sales and managerial experience in home improvement or relevant industries, • Clean driving record within 5 years (Be able to drive a company vehicle), • Excellent communication, interpersonal, and problem-solving skills., • Positive and customer-centric attitude., • Ability to work effectively in a fast-paced and dynamic environment, contributing to a collaborative and supportive team culture., • Strong strategic thinking and decision-making abilities. Details: Job Type: Full-time, On-site, not remote Work schedule: Monday to Friday Salary Range: Base $6k+4% commission rate for training period (Max of 3 months); $125k+% from the team sales revenue after that (Should be over $200k/year) Location: Should be flexibly located in Orange, LA, Riverside region. Elevate your career with Attic Projects, where opportunities soar, success reflects! Applying for this position does not require you to meet every single expectation listed. At Attic Projects, we recognize that embracing diverse perspectives is crucial for fostering innovation and achieving success. Therefore, we are dedicated to creating a team that encompasses a wide range of backgrounds, experiences, and skills.Attic Projects is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Job Description As a Member Financial Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $25 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Financial Specialist is a key branch team member that will perform both service and sales activities. MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Performs functions related to Real Estate loans, including accepting loan applications, application processing and funding, while following real estate lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications., • Requires lending certification or the willingness and aptitude to gain certification within three months of hire At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical, Prescription, Dental, Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts 401(K) Plan with employer match Education reimbursement for approved programs Banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at #IND123

Job Description Attic Projects LLC is No. 117 on the 2024 Qualified Remodeler Top 500 list. Why Choose Attic Projects? At Attic Projects, we are leading the way, delivering exceptional solutions for attic and crawl spaces, serving clients across San Diego, Orange County, and North & South Seattle. As a rapidly growing company, we embrace a collaborative and results-oriented approach in all aspects of our operations. Our Office Administrators play a pivotal role in maintaining efficient office procedures, managing client interactions, and ensuring seamless day-to-day operations. Join us and become part of a dynamic team where your contributions make a meaningful impact, and where limitless opportunities for learning and development await. Take the next step in your career journey and apply today to join Attic Projects in shaping the future of our industry! Role and Responsibilities: Reporting directly to the Operations Manager, the Office Administrator plays a crucial role in supporting the local management team by ensuring smooth office operations and procedures. This role involves a combination of administrative tasks, client interaction, office supply management, and coordination with various departments. Responsibilities: • Primary point of contact for client interface at the facility level., • Monitors and coordinates purchases for general office supplies., • Assists HR with employee-related issues and ensures employment posters are up to date., • Responsible for client engagement as concerns invoicing, billing, and collections., • Ensures timecards are complete and reconciled between CRM and HRIS., • Supports the Operations Manager in the collection and reporting of facility-level KPIs., • Provides financing documentation and submits COCs at jobs completion., • Schedules warranty and Quality Control (QC) visits, keeping the Operations Manager informed., • Confirms job schedule with Project Managers., • Reviews Sales Manager Audits., • Supports the subcontractor verification process., • Reviews subcontractor invoices and submits to the Operations Manager for approval. Perks and Benefits: • Competitive salary and performance-based incentives, • Opportunities for cross-branch training and career growth, • Supportive management team, • First-class in-house operation team, • Medical, dental, vision insurance after 90 days, • Paid time off and holidays, • Holiday gifts and team building events Qualifications: You must have/be… • Minimum 3 years of proven experience in office administration or related roles., • Strong organizational and multitasking abilities., • Excellent communication and interpersonal skills., • Proficiency in Google WorkSpace / Microsoft Office Suite, customer relationship management software (e.g., BuilderTrend, Salesforce) and HRIS (paychex)., • Ability to work independently and collaboratively in a fast-paced environment., • Self-motivated, adjustable and coachable Interview Process: • Initial Phone Reach-out by Recruiter, • Video Interview (Technical & Behavior Questions) with Recruiter, • Onsite Interviews with Manager and Director, • Onsite Interview with CEO, • Offer Extension Details: Job Type: Full-time, On-site, not remote Work schedule: Monday to Friday Salary Range:$70,000.00 - $85,000.00 per year Pay Structure: Salary + Bonus Elevate your career with Attic Projects, where opportunities soar, success reflects! Applying for this position does not require you to meet every single expectation listed. At Attic Projects, we recognize that embracing diverse perspectives is crucial for fostering innovation and achieving success. Therefore, we are dedicated to creating a team that encompasses a wide range of backgrounds, experiences, and skills.Attic Projects is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.