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Job Description About the Role: The Account Executive Wholesale Loans plays a pivotal role in driving the growth and profitability of our wholesale lending division by managing and expanding relationships with mortgage brokers and correspondent lenders. This position is responsible for delivering tailored loan solutions that meet the unique needs of wholesale clients while ensuring compliance with regulatory standards and company policies. The role requires a strategic approach to business development, including identifying new opportunities, negotiating terms, and collaborating closely with internal underwriting and operations teams to facilitate smooth loan processing. Success in this role directly impacts the company’s market share and reputation within the finance and insurance industry. Ultimately, the Account Executive Wholesale Loans serves as a trusted advisor and key point of contact, fostering long-term partnerships that contribute to sustained business success. Minimum Qualifications:. • Minimum of 6 months of experience in wholesale lending or mortgage loan sales., • Strong knowledge of mortgage loan products, underwriting guidelines, and regulatory requirements., • Proven track record of meeting or exceeding sales targets in a financial services environment., • Experience working with a variety of loan programs including conventional, FHA, VA, and USDA loans., • Familiarity with loan origination systems and CRM software., • Develop and maintain strong relationships with wholesale mortgage brokers and correspondent lenders to drive loan volume growth., • Identify and pursue new business opportunities within the wholesale lending market to expand the client base., • Collaborate with underwriting, processing, and closing teams to ensure timely and accurate loan execution., • Provide expert guidance on loan products, pricing, and regulatory requirements to wholesale clients., • Negotiate loan terms and conditions to meet client needs while adhering to company risk policies., • Monitor market trends and competitor activities to inform strategic sales initiatives., • Prepare and deliver presentations and proposals to prospective and existing clients., • Maintain detailed records of client interactions, loan pipelines, and sales activities using CRM tools. The required skills enable the Account Executive to effectively communicate complex loan products and regulatory requirements to wholesale clients, ensuring clarity and trust. Strong negotiation and interpersonal skills are essential for building and maintaining long-term client relationships and closing deals that align with company policies. Analytical skills are used daily to assess market trends, evaluate client needs, and develop tailored loan solutions that drive business growth. Proficiency with loan origination systems and CRM tools supports efficient management of the sales pipeline and client data. Preferred skills such as familiarity with diverse loan programs and professional certifications enhance the ability to provide expert guidance and adapt to evolving market conditions, ultimately contributing to superior client service and competitive advantage.

Job Description About the company: Our client is an advanced aerospace manufacturing company specializing in precision-engineered components and systems for commercial and defense applications. With state-of-the-art facilities, certified quality processes, and end-to-end capabilities from design to full-scale production, the company delivers high-performance structural parts, composite assemblies, and custom-engineered solutions to major OEMs and government customers. Committed to innovation, reliability, and continuous improvement, The company supports the aerospace industry with mission-critical products that enhance safety, efficiency, and technological advancement. Requirements: Bachelors degree in Accounting, Finance, or related field; CPA preferred. · 7+ years of progressive accounting experience, including management roles. · Experience in manufacturing or aerospace industry strongly preferred. · Strong knowledge of GAAP, financial reporting standards, and internal controls. · Proficiency with ERP systems and advanced Excel skills. · Excellent analytical, leadership, and communication abilities. Day-to-Day Responsibilities: The Controller oversees all accounting operations, financial reporting, budgeting, and compliance for the organization. This position ensures the accuracy of financial data, supports strategic planning, and drives efficiency in financial processes. The Controller works closely with executive leadership to develop long-term financial strategies and maintain fiscal integrity, serving as a key advisor in business decision-making. · Manage accounting operations, including accounts payable, accounts receivable, general ledger, and payroll. · Prepare and analyze monthly, quarterly, and annual financial statements. · Oversee budget preparation, forecasts, and cash flow management. · Ensure compliance with tax regulations and audit requirements. · Implement and monitor internal controls to safeguard assets. · Collaborate with department heads and senior management on financial planning and performance metrics. · Lead, mentor, and develop the accounting team.

Job DescriptionAbout Flexport: At Flexport, we believe global trade can move the human race forward. That's why it's our mission to make global commerce so easy there will be more of it. We're shaping the future of a $10T industry with solutions powered by innovative technology and exceptional people. Today, companies of all sizes—from emerging brands to Fortune 500s—use Flexport technology to move more than $19B of merchandise across 112 countries a year. The recent global supply chain crisis has put Flexport center stage as we continue to play a pivotal role in how goods move around the world. We are proud to have the support of the best investors in the game who believe in our mission, solutions and people. Ready to tackle global challenges that impact business, society, and the environment? Come join us. The opportunity: We are seeking a seasoned and proactive Senior Account Manager to join Flexport's dynamic team. This senior role is pivotal to our mission of ensuring merchant success and driving sustainable growth in our fulfillment services. As a Fulfillment Account Manager, you will act as a trusted liaison between our merchants and all internal Flexport teams, ensuring seamless communication, strategic alignment, and operational excellence. Your primary responsibility is to support merchant retention and satisfaction, working collaboratively across departments to build and implement strategies that drive value for our clients and strengthen long-term relationships. This position requires both high-level strategic insight and hands-on execution skills, ideal for a professional eager to make a meaningful impact on client success. You will: * Strategic Leadership and Team Collaboration: • Contribute to the strategic direction of the account management function, helping align team resources and capabilities with Flexport's broader business objectives, • Mentor junior team members, sharing best practices and cultivating exceptional client relationship management skills, • Lead by example in implementing account management frameworks and processes to drive consistent excellence across accounts, • Lead strategic relationships with Flexport's significant accounts, ensuring exceptional service delivery and partnership at various stakeholder levels, • Establish deep relationships with key client decision-makers, positioning yourself as a trusted strategic advisor who understands their business challenges and opportunities, • Lead complex initiatives that transform clients' supply chain operations and deliver substantial ROI, • Establish and nurture strategic, long-lasting relationships with key merchants, ensuring they feel valued and supported throughout their Flexport journey, • Act as the primary point of contact for merchants, anticipating their needs, resolving inquiries, and proactively addressing concerns to enhance their experience with Flexport, • Drive significant revenue growth by identifying and capitalizing on expansion opportunities within existing accounts, • Develop and implement strategies to maximize client retention, increase wallet share, and elevate the strategic value Flexport delivers, • Identify new service opportunities that address emerging client needs, • Track and analyze metrics to measure account health, performance, and business impact, • Lead strategic reviews on portfolio performance, growth opportunities, and risk mitigation, • Identify early warning indicators of client dissatisfaction and implement preemptive intervention strategies, • Serve as the bridge between clients and Flexport's internal teams, driving alignment around strategic priorities, • Lead cross-functional initiatives that deliver transformative solutions to client challenges, • Collaborate with Product, Operations, Sales, and other teams to ensure Flexport's capabilities evolve to meet changing client needs, • Represent the voice of strategic clients in company planning and product development discussionsYou should have:, • Bachelor's degree in Business, Supply Chain Management, or a related field, • Extensive experience (8+ years) in account management or client success, with demonstrated success leading projects and driving strategic initiatives, • Proven track record of managing and growing significant client relationships, with demonstrated success managing a substantial book of business ($25M+), • Exceptional strategic thinking capabilities with the ability to translate complex business needs into actionable solutions, • Experience leading cross-functional project teams that consistently deliver exceptional results, • Deep understanding of supply chain, logistics, or fulfillment industries, with keen awareness of emerging trends and competitive dynamics, • Exceptional communication skills and ability to influence at multiple levels both internally and externally, • Strong financial and analytical acumen, with the ability to recognize business opportunities and measure ROI, • Experience successfully leading change management and transformation initiatives that deliver significant business impact, • A "compliance-first" mindset, with a commitment to maintaining the highest standards of integrity and regulatory adherence #LI-onsite The range displayed on each job posting reflects the minimum and maximum target for new hire salaries for the position in the posting's respective region. Our salary ranges are determined by role, level, and location. Within the range displayed, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education and / or training. The US base salary range for this position (this does not include bonus, equity and benefits):$92,000—$115,000 USDCommitment to Equal Opportunity At Flexport, our ability to fulfill our mission of making global commerce easy and accessible relies on having a diverse, dedicated and engaged workforce. All qualified applicants will receive consideration for employment regardless of race, color, religion, sex, national origin, age, physical and mental disability, health status, marital and family status, sexual orientation, gender identity and expression, military and veteran status, and any other characteristic protected by applicable law. 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Job Description Who We Are Legacy Financial & Insurance Services LLC is a financial planning and investment advisory firm dedicated to helping our clients achieve their financial goals. We pride ourselves on providing personalized service, expert advice, and a warm, welcoming environment for our clients. As we continue to grow, we are seeking a motivated and detail-oriented Junior Financial Advisor to join our team. As a Junior Financial Advisor, you will work closely with the firm’s existing clients to conduct reviews, identify additional opportunities and strengthen client relationships. This role is ideal for someone with a genuine passion for financial advising, a client-first mindset, and an entrepreneurial drive to grow within a dynamic firm. Why Join Us? • You will be working with an already, • Firm-funded marketing budget and top-notch administrative support, • We are a growing firm looking to have someone grow in success with us, • Supportive and collaborative environment with extensive mentorship and growth opportunities, • Competitive base salary plus a lucrative variable compensation model, • Potential for career growth within the firm, • Salary: $60,000 - $80,000 (depending on experience) + commission/fee structure, • PTO + Paid Holidays, • 401(k), • Group Life Insurance, • Group Medical Insurance, • Group Dental Insurance, • Vision Insurance, • Long-Term Disability, • Short-Term Disability, • Paid Training, • Hold client and prospective client meetings to provide support and ensure follow-up on action items, • Conduct client reviews to uncover additional opportunities, • Prepare comprehensive financial plans, including data gathering, analysis, and the development of financial projections, • Communicate with prospects and clients via multiple channels to build and maintain strong relationships, • Collaborate with the advisory team to develop and implement investment strategies tailored to clients' needs and objectives, • Support firm growth by engaging in client acquisition and company-sponsored marketing initiatives, • Support marketing and business development initiatives, including vendor research, • Stay current on industry trends, financial products, and regulatory requirements, • Life & Health Insurance licensure (Required), • Active Series 65 or equivalent (Preferred and must obtain within 12-24 months after start date), • Clear and professional communication (verbal and written) (Required), • Strong organizational skills and attention to detail (Required), • High level of professionalism and a commitment to client service and satisfaction (Required), • Exceptional ability to connect and engage with existing and prospective clients (Required), • Ability to thrive in a collaborative, team focused environment (Required), • Bachelors or associate’s degree in Finance or related field (Required)

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This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet c

As a Thrivent Financial advisor, you will:* Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Financial Advisor- Inland Empire page is loaded## Financial Advisor- Inland Empirelocations: CA - Ontario: CA - San Bernadino: CA -

Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, a

This exciting opportunity at Mechanics Bank invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. Delivering needs based, comprehensive financial solutions by offering a suitable and diversified set of brokerage, advisory, and insurance solutions to meet c

We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Ideally, you have 2+ years of experience working as a Financial Advisor. That's why every day we partner with financial professionals and institutions

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We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families. Ideally, you have 2+ years of experience working as a Financial Advisor. That's why every day we partner with financial professionals and institutions

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien

This exciting opportunity at Arrowhead Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. LPL Financial collaborates with credit unions to provide a comprehensive suite of financial services tailored to their clients' needs. Serves as an ad

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recomme

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Based on individualized needs analysis, prepares recommendat