Personal capital jobs in Uniondale, NYCreate job alerts

Job Description Job Description: NICRIS Capital Co. is seeking a Licensed Customer Service Representative(CSR) to work in their Plainview office supporting an Insurance Agency affiliate. The CSR is an integral part of the daily agency operation and will be working with the Supervising Agent and Producers. In addition to core administrative functions the CSR will be expected to coordinate daily office functions, greet visiting clients and assist with prospect inquiries. Responsibilities: • Participate in the insurance sales process thorough cross selling, endorsement processing and telemarketing., • Address client needs and concerns via phone, email, mail, and social media., • Approach potential clients through traditional outreach efforts such as by organizing mailings or phone solicitation introducing the Agency and the sales team., • Assist policyholders to initiate or settle claims., • Contact customers to obtain and verify appointments., • Greet customers warmly and ascertain problem or reason for calling. · Multi lingual, ability to converse in Spanish ++ · NYS Licensed P&C or Personal Lines · Advanced computer skills for applications that focus around social media and business productivity tools(i.e. MS Excel, Word, Power Point) · Organized and detail oriented · Prior experience with Salesforce or other CRM systems · College Degree or in process of obtaining preferred For more information or to see if this is an opportunity for you please email HR at Nicriscapital dot com with a copy of your resume or visit . Company DescriptionNICRIS Capital Co. Inc, focuses on investing and developing businesses that serve local communities and where it can leverage its expertise in preparing businesses for aggressive growth and realignment. With a concentration on building from the ground up, the firm’s Principal also has over 3 decades in business management and financial services consulting. This unique skillset positions NICRIS Capital across a broad spectrum of opportunities that adapt to a wide array of both public and private companies including local businesses.NICRIS Capital Co. Inc, focuses on investing and developing businesses that serve local communities and where it can leverage its expertise in preparing businesses for aggressive growth and realignment. With a concentration on building from the ground up, the firm’s Principal also has over 3 decades in business management and financial services consulting. This unique skillset positions NICRIS Capital across a broad spectrum of opportunities that adapt to a wide array of both public and private companies including local businesses.

Job DescriptionDescription: Remote About Us: Hanover Bank, The Bank of YOU – When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth. Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts! Job Summary Hanover Bank is looking for a Full-Time Credit Officer - SBA. The Credit Officer - SBA is responsible for underwriting SBA and USDA loans, inclusive of C&I and real estate loans, while ensuring compliance with the USDA and SBA SOP and appropriate company credit policies and procedures. This person will analyze the character, collateral, cash flow, capital, and conditions of every assigned credit request and make an informed and objective credit decision. Essential Job Duties and Responsibilities • Examine overall loan documentation to ensure accuracy and completeness, and prepare “needs Lists” for any outstanding items, • Review loan-to-value ratios, site inspections, credit reports, business plans, term sheets, narratives, business valuations, appraisal reports, and environmental reports, • Analyze all cash flow information and collateral and perform required underwriting stress tests on proposed USDA and SBA originations, • Discuss any potential underwriting exceptions and review with the SBA Underwriting Director and/or the Chief Credit Officer (CCO), • Prepare written credit memos for new loans to be submitted for signature approval or to the Loan Committee for approval, • Assist in ensuring the loan processing staff procure the appropriate information necessary to finalize incomplete loan packages, • Stay abreast of any changes to USDA, SBA, and/or Bank loan underwriting policy and procedural changes, • Effectively communicate with clients on underwriting issues or the need for additional data, including reaching out to the Bank's broker network directly to secure additional credit information to process the new credit transaction, • Ensure compliance with all regulations, policies, and procedures, • Prepare addendums to credit memos as required to make any necessary adjustments post-approval, • Discuss all proposed loans with the Business Development Officer, • Prepare discussion items for calls with borrowers. Borrower calls are required on every transaction, • Assess the risk of each transaction, • Make recommendations to the SBA Underwriting Director on whether to approve or deny each loan application, • Structure and negotiate loan terms in conjunction with the Business Development Officer, • Bachelor's degree in finance, accounting, or a related field is preferred, but not required, • 3-5 years of experience in commercial lending or underwriting, preferably SBA and USDA, • Strong analytical and problem-solving skills, • Excellent communication and interpersonal skills, • SBA and USDA experience is a plus, • Financial analysis skills: Analyze financial statements, tax returns, and other financial documents to assess the borrower's financial health and ability to repay the loan, • Credit analysis skills: Analyze the borrower's credit history to assess their creditworthiness, • Risk assessment skills: Assess the risk of each loan application and make recommendations to management on whether to approve or deny the loan, • Industry knowledge: A good understanding of the industries in which their borrowers operate. This knowledge will help them assess the risks and opportunities associated with each loan, • Communication skills: Communicate effectively with borrowers, lenders, and other stakeholders. Must be able to explain complex financial concepts in a clear and concise manner, • Problem-solving skills: Identify and solve problems that arise during the underwriting process, • Attention to detail: Carefully review and analyze all documentation associated with a loan application. Must be able to identify any potential red flags or discrepancies, • Ability to work under pressure: Working under tight deadlines. Must be able to manage their time effectively and prioritize their work, • Medical, Dental and Vision (including HSA, FSA & Commuter Benefits), • Company-paid benefits to include life insurance and AD&D plus long-term disability, • Voluntary Benefits (including additional life insurance and AD&D insurance for yourself, your spouse and/or your dependent children, Voluntary Short-Term Disability, Pet Insurance and Legal Services), • Supplemental Health Benefits (including Accident insurance, Hospital indemnity insurance and Cancer Care), • Retirement-401(k) with Company Match, • Paid Personal Time Off (PTO) & Paid Company Holidays, • Annual Bonuses, • Annual Increases Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Requirements:

Job Description Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The Commercial Lines Account Manager will play an integral role in driving our mission to deliver excellence in client management and retention. Primary Responsibilities • Effectively managing a high volume book of Insurance business, ensuring all required tasks are completed accurately and on-time, • Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication, • Handling renewals, service requests, claims, billing and new policies, • Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures, • Review all applications, policies, endorsements and audits for accuracy, • Coordinate expiration list with department manager to obtain renewal business information Qualifications • Bachelor’s degree or equivalent work experience, preferred, • Three years minimum Commercial Account Management experience required, • Property & Casualty License required, • Valid driver’s license and insurance, required, • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point), • Applied/Epic or similar agency management software experience, preferred., • Able to work independently and enjoy a high degree of interaction with team members., • Self-motivated and driven., • Maintain a sense of urgency and ability to work with and meet deadlines., • Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance., • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information. At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-GP1#LI-HYBRID Powered by JazzHR xPdlnD4ZP0

Job DescriptionDescription: Job Description: Responsible for the daily operation, maintenance, preventative maintenance and repairs of building plumbing, electrical, HVAC and all other building systems. Must have working knowledge of all building mechanical, electrical, HVAC, plumbing, life safety, and fire protection systems to ensure proper operations and be able to act upon any conditions that are out of the ordinary. Salary: $83,200.00/yr Availability: On Call 24/7 Essential Job Duties Under the Direction of the Director of Engineering and Operations: 1. Inspect building, grounds and equipment for unsafe or malfunctioning conditions., 2. Conduct, schedule and manage periodic general preventative maintenance on the mechanical, electrical, HVAC, and plumbing systems. This involves normal lubrication, adjustment, cleaning, replacement of consumable parts (such as filters, belts, indicator lights, etc.), and periodic testing of the equipment. These systems include, but are not limited to air handling units, re-circulating air systems, water pumping systems, cooling plant and its associated mechanics and all plumbing system components., 3. Assist with installation and modification of building equipment systems., 4. Respond quickly to emergency situations., 5. Perform and/or oversee electrical and plumbing repair and troubleshooting., 6. Perform and/or oversee mechanical projects., 7. Perform all assigned work to ensure the safety of the building's tenants and the continuous operation of the site., 8. Prioritize service calls and follow-up upon completion., 9. Troubleshoot, evaluate equipment/systems and recommend upgrades., 10. Coordinate maintenance efforts with outside contractors and technicians when work cannot be performed in-house. Coordinate contractor, tenant and management approvals for work orders that require the use of an outside contractor., 11. Order parts and supplies as required and maintain stock and inventory control., 12. Work with the Director of Engineering and Building Manager in planning and controlling annual and capital budgets., 13. Be responsive to tenant complaints in the areas of safety, plumbing, mechanical, electrical and environmental needs through both personal contact and work order systems., 14. Be familiar with and conform to all written operating procedures associated with site., 15. Ensure the cleanliness and appearance of all work areas., 16. Maintain a professional appearance and manner at all times, keep calm demeanor in emergency situations and act as a team member with all staff, 17. Perform other duties as assigned. Skills, Education and Experience: · Minimum of five (5) years of experience in building operations, engineering and equipment and systems maintenance · Ability to handle multiple projects and make decisions · Knowledge and understanding of blueprints · Strong customer service, communication and computer skills inclusive of payroll reporting · High School Diploma or Equivalent Other Job Requirements: · Available and on call 24/7 · Able to lift 50 pounds · Able to climb ladders A detailed scope-of-work will be discussed during the interview process. The requirements and duties described above may be modified or waived by the Company in its sole discretion without notice. Guardian Service Industries is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, religion, color, national origin, sex, age, marital status, sexual orientation, gender identity, pregnancy, citizenship, status as a protected veteran, or status as a qualified individual with disability, or any other characteristic protected by applicable law. Guardian Service Industries is committed to integrity, excellence, and diversity among its employees. Requirements:

Job DescriptionOverview: Fort Morgan Capital is a specialty finance subsidiary of SIMPLECITI Companies focused on originating and servicing structured credit facilities to personal injury and mass tort law firms. Backed by a $50 million joint venture with Arena Investors LP, Fort Morgan underwrites legal receivables backed by future case proceeds to meet growing demand for non-dilutive law firm financing. About SIMPLECITI Companies: SIMPLECITI Companies is a vertically integrated finance and operations platform focused on building scalable businesses across specialty lending, advisory, and asset management. Our operating companies specialize in capital markets, legal finance, operations, and private credit. We combine disciplined underwriting with tech-enabled infrastructure to deploy capital efficiently and drive long-term value. Our verticals include: • Fort Morgan Capital (Litigation Finance & Legal Credit), • SimpleCREDIT (Private Lending & Legal Finance), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Back Office & Ops Support), • SimpleCORE (Operations & Capital Structuring) Job Description: Fort Morgan Capital is hiring a Director of Legal Credit and Diligence Operations to lead the evaluation, underwriting, and approval process for credit facilities issued to law firms. This is a high-responsibility role for a credit leader with experience in legal asset analysis, diligence management, and structuring complex legal receivable-backed loans. You’ll be responsible for owning the entire underwriting lifecycle, coordinating external advisors, and producing decision-ready investment materials for committee approval. The ideal candidate combines legal fluency with credit structuring experience and operational execution. Underwriting, Diligence & Credit Oversight • Own end-to-end credit execution: intake, modeling, diligence, credit memo, IC presentation, and closing, • Develop and maintain underwriting rubrics for evaluating legal receivables from PI and mass tort law firms, • Analyze case dockets, pipeline strength, settlement timelines, and projected legal fee recoveries, • Coordinate with third-party legal advisors, valuation firms, and underwriters on case quality and portfolio risk, • Draft and present Investment Memos (IMs) for approval by the Fort Morgan Investment Committee, • Ensure all legal structuring (e.g., lien protections, superpriority status, PPFFPA compliance) is complete pre-funding, • Oversee funding documentation and coordinate transition to post-close servicing and reporting, • 5+ years in legal finance, structured credit, investment banking, or plaintiff-side underwriting, • JD or equivalent background with litigation finance, legal receivables, or private credit transactions, • Proven experience evaluating case portfolios and drafting institutional-grade investment memos, • Deep understanding of litigation timelines, fee structures, and settlement patterns across PI and mass tort, • Proficient in legal documentation, UCC filings, PPFFPA, lien protections, and asset-backed credit, • Able to manage multiple stakeholders including internal teams, IC members, and external counsel Preferred: • Experience in law firm lending or pre-settlement funding, • Understanding of how case quality and practice structure impact credit risk, • Bonus: Experience integrating AI or automation tools into legal diligence or underwriting workflows

Job Description Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The Claims Specialist is responsible for managing claims filed with the insurance company, ensuring thorough investigation, and seeing claims through to closure. Primary Responsibilities • Initial contact with injured workers or insured to gather facts of the incident or suit., • Ensuring timely responses to clients and providing ongoing communication and appropriate updates., • Maintaining communication with all parties involved (injured worker, client, carrier, medical providers)., • Supporting and assisting the client in their day-to-day general inquiries and questions., • Show initiative and take responsibility for tasks assigned. Required Skills & Knowledge: • Excellent oral and written communication skills, including presentation skills., • PC literate., • Strong organizational skills with the ability to multitask., • Excellent interpersonal skills., • Ability to collaborate effectively in a team setting. Compensation This position is located in New York State. The base salary for this position at the time of this posting may range from $40,000 to $55,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit for more details. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-GP1#LI-HYBRID Powered by JazzHR K5C866xOkG

Job Description Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Position Overview The Commercial Lines Account Manager will play an integral role in driving our mission to deliver excellence in client management and retention. Primary Responsibilities • Effectively managing a high volume book of Insurance business, ensuring all required tasks are completed accurately and on-time, • Growing client loyalty by building positive relationships and providing high levels of advocacy, excellent service, and professional communication, • Handling renewals, service requests, claims, billing and new policies, • Maintain a thorough understanding of the markets and their appetites, underwriting guidelines, submitting and procedures, • Review all applications, policies, endorsements and audits for accuracy, • Coordinate expiration list with department manager to obtain renewal business information Qualifications • Bachelor’s degree or equivalent work experience, preferred, • Three years minimum Commercial Account Management experience required, • Property & Casualty License required, • Valid driver’s license and insurance, required, • Possess strong administrative and computing skills, including Microsoft Office (Word, Excel and Power Point), • Applied/Epic or similar agency management software experience, preferred., • Able to work independently and enjoy a high degree of interaction with team members., • Self-motivated and driven., • Maintain a sense of urgency and ability to work with and meet deadlines., • Demonstrate effective written and verbal communication, including the ability to actively listen, and problem solve with minimal assistance., • The ability to multi task, prioritize, work independently, and use discretion surrounding sensitive information., • Ability to maintain a professional demeanor and positive attitude Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contact World's Human Resources Talent department. #LI-JL1 Powered by JazzHR yZAAZQxNsl

Job DescriptionCompany Description At Informa, no two days and no two people are the same, and you'll find the freedom, opportunity and support of a fantastic community to make a real impact. We’re an international business that connects specialists with knowledge, helping them to learn more, know more and do more through live and on demand events, digital and data-driven services and academic research. We are home to over 10,000 colleagues across 30 countries and are a member of the UK’s FTSE 100 group of leading public companies. In Global Support, we provide expert guidance and hands-on support to the Informa Group and Informa’s many business teams. Across tech, finance, legal, corporate development, HR, communications, operations and many other areas, we work collaboratively and flexibly to help our brands serve their customers and help the company succeed. Job Description This role is based in our New Hyde Park, NY office. We are seeking a highly skilled and experienced Senior Accountant to join our team. The Senior Accountant will be responsible for preparing, reconciling, and analyzing monthly management reports, conducting financial analysis, performing balance sheet reconciliations, and providing financial reporting and analysis. Additionally, this role will involve handling financial communications, participating in acquisition integration, working on projects, assisting in new product accounting integration, and ensuring compliance with tax and regulatory requirements. We are looking for a team player who can act as a role model and providing support to new team members. Job duties include: • Prepare, reconcile and analyze the monthly management reports; Profit & Loss and Balance Sheet. Details include: reconciliations, accruals, allocations, revenue and cost analysis, pre-payments, variance analysis and commentary, • Financial Analysis, • Perform Balance sheet reconciliations, • Financial Reporting and Analysis including, budget/forecasting, working capital, Group Finance reporting, supplementary packs and ad-hoc requests, • Publish financial results in SAP FC, • Ensure communications are handled between the SSC, Group finance and the Business Teams, • To be involved with any acquisition integration/due diligence, • Working on projects within the SSC and department including key process testing & systems, • Assist in the accounting integration of new products into the SSC accounting structure and systems, • Analyze and solve Adhoc problems using knowledge of business and systems, • Perform WIP analysis, product costing, provisions (i.e. stock), • Review bad debt, accruals and prepayment calculations PEOPLE Management RESPONSIBILITIES · General duty of care to colleagues · Work collaboratively across teams · Act as a role model to others · Provide help and a buddy system to other members of the team depending upon your level (SSC Specific) Qualifications Skills & Abilities · Good communication skills with the ability to build good relationships with a wide range of stakeholders, internal departments and key contacts · Proficient skills in Excel, Word and Outlook are essential · Remain approachable under pressure · Knowledge and ability to use relevant internal systems · Act with integrity, tact and diplomacy · Work as part of a team · Ability to complete a variety of related tasks · Pro-actively solve problems · Excellent Customer Service skills · Good time management skills · Ability to be flexible within role · Excellent oral and written communication skills · Highly organised, diligent with attention to detail Knowledge & Qualifications · Good knowledge and understanding of R2R processes within your area · A good knowledge of SAP or Oracle ERP systems · Knowledge of best practice in an R2R environment · Recognised qualification/Accounting degree preferable (SSC Specific) · 5 years relevant accounting experience Additional Information The pay range for this position is $80k-$95k annually based on experience. We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you’re not spending time together in one of our offices or other workplaces – like at an Informa event – you get the flexibility and support to work from home or remotely. We work hard to make sure Life at Informa is rewarding, supportive and enjoyable for everyone. Here’s some of what you can expect when you join us. But don’t just take our word for it – see what our colleagues have to say at LifeAt.Informa.com Our Benefits include: • Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment, • Broader impact: take up to four days per year to volunteer, with charity match funding available too, • Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it’s time for the next step, we encourage and support internal job moves, • Time out: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year, • Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount, • Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more, • Recognition for great work, with global awards and kudos programs If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence. At Informa, you'll find inclusive experiences and environments where all perspectives and backgrounds are welcomed. As part of this approach and our diversity and inclusion commitments, we are also formally an Equal Opportunities Employer. This means we base decisions on relevant qualifications and merit and do not discriminate on the basis of key characteristics and statuses, including all of those protected by law. Ask us or see our website for full information. See how Informa handles your personal data when you apply for a job here. This post will automatically expire on 9/12/2025

Job Description SimpleCITI Companies, Hiring for Chief Growth Officer (Pre-Settlement Funding) Overview: SimpleCITI Companies is a vertically integrated finance and operations platform focused on building scalable businesses across specialty lending, advisory, and asset management. Our operating companies specialize in capital markets, legal finance, operations, and private credit. We combine disciplined underwriting with tech-enabled infrastructure to deploy capital efficiently and drive long-term value. Our verticals include: • SimpleCREDIT (Private Lending & Legal Finance), • SimpleADVISORY (Investment Advisory), • SimpleMANAGE (Back Office & Ops Support), • SimpleEQUITIES (Private Investment Platform) You’ll be responsible for building and scaling an AI-enhanced growth engine across marketing, CRM, automation, and revenue operations. This role demands more than just overseeing teams—it requires hands-on execution, deep technical fluency with AI tools, and a performance-driven mindset. Growth Strategy & Funnel Execution • Own end-to-end growth: paid media, digital funnels, intake workflows, CRM, automation, and monetization, • Design and optimize AI-powered lead intake systems across personal injury, MVA, medmal, and other plaintiff-side verticals, • Build and manage CRM systems (e.g., GoHighLevel, HubSpot, Salesforce) with automated drip campaigns, SMS, voice drops, and AI agents, • Launch and manage performance campaigns across Meta, Google, YouTube, TikTok, and other acquisition channels, • Leverage advanced tools such as ChatGPT, Claude, AutoGPT, Zapier, Clay, Instantly, and Smartlead to automate scoring, outreach, and follow-ups, • Track and improve KPIs: lead quality, approval rate, CAC, LTV, IRR, and qualified deal volume, • Lead the design and deployment of AI-based workflows for real-time lead engagement, routing, and decisioning, • Build internal tooling for dynamic scoring, follow-up, and pipeline optimization, • Continuously iterate on CTAs, landing pages, offers, and conversion flows using AI-driven insights, • 5+ years in growth, DTC lending, plaintiff funding, or legal fintech, • Proven experience scaling performance marketing with ROI clarity, • Deep familiarity with AI tools and frameworks used in customer acquisition and funnel automation, • Proficient in CRM and marketing automation platforms like GoHighLevel, Iterable, ActiveCampaign, etc., • Experience in pre-settlement funding or legal intake, • Understanding of how case quality and type influence underwriting and funding, • Bonus: Experience building AI agents for lead engagement via chat, SMS, or phone

Job Description Are you an experienced Property Manager ready to join our fantastic team of professionals? MMS Group is on the hunt for someone like YOU! Our property Managers are responsible for the overall operational and financial success of residential properties. They manage and develop team members for personal and professional growth to ensure high employee job satisfaction. MMS Group is seeking an experienced affordable housing Property Manager for a 400-unit residential property located in Hempstead, NY. Pay Rate: $100k/year Key Responsibilities: * Manage Property Operations: Oversee the daily operations of the property. * Rent Collection: Collect rent and other property fees from residents promptly. * Resident Relations: Address resident concerns professionally and efficiently. * Maintenance Support: Partner with the maintenance team to preserve affordable housing through preventive maintenance, timely repairs, and a highly organized make-ready process. * Budget Management: Work with your Regional Manager and corporate office to prepare and follow an operating budget, planning for community capital improvements, repairs, contract developments, and negotiations. * Accounting Oversight: Handle all accounting functions associated with the property, including processing invoices, managing evictions, and overseeing resident accounts and charges. * Staff Management: Hire, train, and supervise site staff to ensure high performance. * Property Inspections: Conduct regular property inspections to maintain standards. * Income Verification: Complete income verification to ensure eligibility with government regulations. * Additional Duties: Perform other duties as outlined in the job description. Desired Skills: * Independence: Able to work in a challenging environment with minimal direction. * Leadership: Strong leadership skills to manage and motivate your team. * Problem-solving: Solution-based thinking skills are highly valued. * Organizational Skills: Ability to work independently, organize tasks, manage time, and prioritize projects. * Communication: Excellent verbal and written communication skills Requirements: * Experience: Three+ years of residential multifamily property management or real estate management experience as a Property Manager. Minimum two years of affordable housing experience. * Education: Associate degree in Marketing and/or Business, preferred. * Knowledge: Experience with project-based Section 8, LIHTC, and other affordable housing programs and experience in Section 8 voucher submission, tax-credit. * Certifications: LIHTC Certification, preferred * Software Proficiency: Experience with RealPage OneSite or similar property management software. * Computer Skills: Proficient in Microsoft Office (Word, Excel, Outlook). About Us: For fifty years, MMS Group and its affiliates (Arco Management and TUC Management) have been dedicated to quality property management. Our growing portfolio exceeds 40,000 residential units and includes affordable housing cooperatives, subsidized rental properties, supportive housing, and conventional apartment buildings. Our clients include progressive building owners, governmental agencies, real estate entrepreneurs, financiers, not-for-profit organizations, and cooperative and condominium boards. While each community and client are unique, each share our singular commitment to excellence. Why join our Team? We invite you to join our growing team of dedicated professionals in a high-tech environment. We offer competitive salaries, benefits, and opportunities for growth and advancement through continuous training and education programs. Contact us today to see how you can achieve your MMS Edge. Perks and Benefits: MMS Group believes in a healthy work-life balance. Keeping our employees in mind, here is a list of a few benefits we offer: * Paid Holidays: 12 paid holidays per year. * Paid Time-Off: Up to 2 weeks PTO in the first year, increasing with tenure. * Healthcare Plans: Comprehensive Medical, Dental, and Vision plans are available after 60 days of employment. * Health Reimbursement Account: Up to $3K per calendar year. * Life Insurance: Company-paid life insurance. * Retirement Savings: Company-matched 401(k) retirement savings plan. * Certifications and Licensing: Company-paid certifications and licensing. * And much more! Are you the person we’re looking for? Apply now. Visit us at for more details! Equal Opportunity Employer

Job Description SimpleCITI Companies SimpleCITI Companies is a nationwide commercial real estate and specialty finance firm specializing in acquiring, managing, developing, leasing, and financing assets in major cities. As a private equity company for real estate, we leverage automation to enhance efficiency and manage an extensive portfolio that includes industrial and residential properties. We are dedicated to advancing the real estate industry through innovation and excellence. We are currently seeking motivated and enthusiastic interns to join our team at SimpleCITI Companies. As an intern, you will have the opportunity to gain valuable hands-on experience in the commercial real estate and specialty finance industries. Your role will involve assisting with various tasks and projects, including: • Supporting the team with administrative tasks, such as data entry, document management, printing, and copying, • Participating in capital raising efforts & macroeconomic research for new investment ventures taken by SimpleCITI, • Facilitating new leases for prospective tenants using CRM databases, • Assisting the firm with recruiting new employees & contract workers through the use of Workable HR software, • Attending meetings and shadowing team members to gain exposure to different aspects of the business, • Currently enrolled in an Associates/Bachelors degree program in Finance, Economics, Business, or a related field, • Excellent written and verbal communication skills, • Proficient in Microsoft Office Suite, • Detail-oriented with strong organizational skills, • Ability to work independently and as part of a team, • Self-motivated and eager to learn

Scheduling & Organizing plant activities.Provide administrative support to members of the management team to plan, organize, and schedule events, meetings, presentations, and customer/vendor visits.Schedules and organizes activities such as meetings and departmental activities.Acts as a liaison with

Scheduling & Organizing plant activities.Provide administrative support to members of the management team to plan, organize, and schedule events, meetings, presentations, and customer/vendor visits.Schedules and organizes activities such as meetings and departmental activities.Acts as a liaison with

Excellent phone etiquette and excellent verbal, written, and interpersonal skills.

Excellent phone etiquette and excellent verbal, written, and interpersonal skills.

Excellent interpersonal skills with the ability to work with multiple managers.

Office Administrator – Fashion Industry.East Rockaway/Oceanside, NY (Nassau County).Monday–Friday, 9:00 AM – 5:00 PM.A well-established and trend-setting men’s fashion brand is seeking a highly organized, tech-savvy.East Rockaway/Oceanside headquarters.This is an excellent opportunity for so

Unified Door and Hardware Group is one of the largest manufacturers of custom hollow metal doors and frames and stocking distributors of hollow metal doors and frames, wood doors and architectural finish hardware in North America.We are currently seeking an Administrative Assistant to join our Trans

Scheduling & Organizing plant activities.Provide administrative support to members of the management team to plan, organize, and schedule events, meetings, presentations, and customer/vendor visits.Schedules and organizes activities such as meetings and departmental activities.Acts as a liaison with

Location: Hicksville, NY (11801) Duration: 6 months contract Shift Hours: 8:30 AM - 4:30 PM (Monday - Thursday).Scheduling & Organizing plant activities.General Purpose: Provide administrative support to members of the management team to plan, organize, and schedule events, meet.

New York Institute of Technology offers numerous opportunities to enhance personal and professional growth and provides employees with a competitive compensation and benefits program inclusive of generous paid time off, holidays, tuition remission, and retirement plans with employer contributions.

Excellent written, oral, and interpersonal skills.

As a Remote Personal Assistant, you will be responsible for providing remote administrative support, including: provide administrative support remotely.

Must be able to work in other positions as needed should employees in those positions not be able to work due to vacancies, vacation, sick or personal time. New York Institute of Technology offers numerous opportunities to enhance personal and professional growth and provides employees with a compet

As a Remote Personal Assistant, you will be responsible for providing remote administrative support, including: provide administrative support remotely.

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

As a Remote Personal Assistant, you will be responsible for providing remote administrative support, including: provide administrative support remotely.

Soccer Shots is the leader in youth soccer development for children ages 2-8.Our nationally recognized program offers a high energy, fun, age-appropriate introduction to the wonderful game of soccer.Our innovative curriculum emphasizes both soccer skills and character development.Our goal is simple:

Maintains professional and technical knowledge by attending educational workshops, reviewing professional publications, establishing personal networks, and participating in professional societies.

New York Blood Center Administrative Assistant.Founded in 1964, New York Blood Center (NYBC) has served the tri-state area for more than 60 years, delivering 500,000 lifesaving blood products annually to 150+ hospitals, EMS and healthcare partners.NYBC is part of New York Blood Center Enterprises (N

Personal Assistant Job Duties: Supports client directly as the go-to person for all needs, including daily administration, calendar management, travel schedules, project coordination, delivering presenta