Finance & Insurance Manager jobs in Medford, OR

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Relationship Manager (40 hours per week) Medford, OR – Steelhead Finance

Supervisory: Yes

Status: Exempt

$21 Starting (Hourly)

Summary:

Provides support to Steelhead Finance by building positive client relationships that contribute to client retention while managing monetary risk. Responsible for approving client funding while making sure the clients account is in compliance. Ensures clients are made aware of concerns and possible issues on their account while keeping a professional attitude. Performs diverse duties in support of, and in conjunction with, the Steelhead team, including but not limited to accurately approving clients funding, building relationships with clients and helping lead the operations staff. Provides excellent customer service and administrative support for Steelhead Finance. Responsible for providing supervision and leadership direction for staff to accomplish strategic goals and objectives of the company.

Duties and Responsibilities:

A. Develop positive and respectful relationships with clients.

B. Understand and assess the strengths and weaknesses of assigned portfolios.

C. Identify, manage, and resolve portfolio issues.

D. Ensure all client funding considerations are fully analyzed and all approval considerations are within company guidelines.

E. Ensure all client issues or concerns are communicated to the VP of Operations in a timely manner.

F. Work with teammates to ensure deadlines are met.

G. Provide friendly, courteous and professional communication support, including responding to incoming telephone calls, electronic mail and voice mail for both internal and external customers.

H. Promote departmental and interdepartmental teamwork.

I. Understand and adhere to the compliance of all federal and state laws and regulations and company policies, procedures and standards in area of responsibility.

J. Maintain accuracy, neatness and thoroughness in performance of assigned duties to minimize errors.

K. Motivate and lead a high-performance RMA by setting goals and expectations to accomplish managing Steelheads financial risks.

L. Manages the selection, placement, performance, development and termination of RMA

M. Provide scheduling and prioritize workflow of RMA to ensure timely completion of tasks.

N. Monitor subordinate job performance in your area of responsibility and make recommendations regarding job performance evaluations and disciplinary actions.

O. Fosters a success-oriented, accountable environment within the bank through well defined expectations, policies and procedures.

P. Complete all required internet compliance training within established timeframes.

Q. Attend department and staff meetings as requested.

R. Maintain a satisfactory level of attendance and tardiness as defined in the company attendance policy.

S. Other duties as assigned.

Skills and Abilities required:

A. Problem-solving skills and ability to tactfully resolve difficult customer and client situations using policy, procedure and past experience.

B. Ability to prioritize and manage multiple priorities/tasks and achieve results according to department priority.

C. Ability to assess portfolio’s, identify areas of weakness and/or non-compliance, resolve the issue, and/or timely communicate the issue to a supervisor.

D. Must be able to work within and foster a team environment, while effectively managing own workload and those of team.

E. Strong interpersonal skills and ability to develop rapport with people in order to provide quality service to teammates and customers, supporting Steelheads commitment to a fun, professional, service-oriented working/business environment

F. Knowledge of the principles and practices of staff supervision and performance management and the ability to develop staff through coaching, training opportunities and mentorship.

G. Ability to look and project a professional image.

H. Excellent oral, written and telephone communication skills.

I. Strong proven interpersonal skills in order to provide superior quality service to teammates and customers. Supporting the company’s values and commitment to fun, professional, service-oriented working/business environment.

J. Ability to perform a wide variety of job-related tasks and is willing to assume new and challenging assignments.

Education, training, and experience:

A. Successful completion of a high school diploma or GED.

B. Excellent knowledge of office equipment essential to job performance: ten-key calculator, personal computer.

C. Strong knowledge of computer programs: Word, Outlook and Internet usage.

D. 2 – 5 years related job experience in a management position or demonstrated leadership ability in an operations area.

Working environment and conditions:

A. Physical Demands:

Lifting (up to 10 Pounds)

Sitting

Walking

Standing

Finger dexterity

B. Mental Demands:

Interaction with staff and customers

Act on own initiative

Work unsupervised to meet deadlines/demands

Problem-solving

May include extended periods of time at the computer terminal

Occasional overtime may be required

Equipment and tools:

A. General office equipment including, but not limited to:

Personal computer Cell Phone

Fax machine Voicemail

Copy machine Calculator

Telephone

B. Computer, peripherals and Microsoft Office software.

Job Type: Full-time

Pay: From $21.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Work Location: In person