As larger, regional banks continue to struggle, business banking customers are migrating to smaller banks. These smaller banks are responding by upgrading their capabilities to handle expanded business banking products and services. Treasury Management products is one area where we see smaller, community banks growing.
We are currently working with an Indiana headquartered bank that is implementing a major Treasury Management software upgrade and service expansion to enhance their product offering to current and new business banking customers. Here is a new job description for another position related to this upgrade and expansion:
Job Title: Lockbox Processing Manager
Reports to: Treasury Management Services Manager
1. Summary: The incumbent is responsible for supervising a staff of Lockbox
Processing Coordinators and performing the daily processing of lockbox
remittance for wholesale lockbox clients. Independent judgment is required to
plan, prioritize, and organize diversified workload.
2. Essential Functions: This information is intended to be descriptive of the key responsibilities
of the position. The following examples do not identify all duties performed by any single
incumbent. The job description is subject to change as the needs and requirements of the job
change, or otherwise as the Bank deems appropriate.
♦ Supervise workflow for all operators and write staff performance reviews
♦ Performs daily and periodic functional duties for lockbox processing in
accurate fashion on a timely basis
♦ Maintain client database and lockbox processing software and hardware
♦ Track processing errors and authorize adjustments to client accounts
♦ Act as liaison to post office for lockbox client caller service boxes
♦ Manage lockbox courier route
♦ Provide the initial point of contact for facility related issues at the site of
Lockbox operations
♦ Provide the highest level of customer support, both to internal and external
clients.
3. Additional Responsibilities: Special projects as assigned by the FVP Treasury
Management.
Required Education, Experience, and Skills:
♦ High school diploma or equivalent
♦ Minimum of 3 years experience working in treasury management in
banking
♦ Ability to work under deadlines
♦ Basic knowledge of debit/credit and payment/bill processing
♦ 10-key proficiency (minimum 4,000 kph)
♦ Attention to detail
♦ Prior supervisory experience
♦ Excellent customer service skills
♦ Ability to interpret data and problem solve
♦ Computer proficiency
♦ Proven verbal and written communication skills
5. Physical Requirements: Include the ability to:
♦ Good manual dexterity and hand/eye coordination
♦ Express or exchange ideas by means of the spoken word.
♦ Perceive the nature of sounds with or without correction.
♦ Visually identify and distinguish between various documents and
currency.
♦ Ability to lift 20 lbs.
6. Equipment Used: Computer, 10-key, printer, telephone, fax machine, and
photocopier.
7. Supervisory Requirements: This position has direct supervisory responsibilities.
8. Working Conditions: Office environment.
NOTICE
1. This job description in no way states or implies that these are the only tasks to be performed by the
incumbent occupying this job. The incumbent will be required to follow any other instructions and to
perform any other job-related duties.
2. Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this
job successfully the incumbent will possess the abilities and aptitudes to perform each task proficiently.
3. Ability means to possess and apply both knowledge and skill.
4. This job description describes the minimum selection requirements to qualify for the job. However,
promotion and other employment decisions are also based on Bank needs, being in good standing, fully-
competent performance, and other nondiscriminatory issues.
5. This job description does not create an employment contract, implied or otherwise, other than an "at will"
employment relationship.
Career Solutions Group, Inc was founded in 1995 and focused on Indiana headquartered companies, offering project staffing / recruitment process outsourcing solutions or executive search / talent selection consulting services. Steven Fero is founder and President of the firm, located at 55 Monument Circle in Indianapolis, phone number (317) 466-9740. The new web site is http://www.careersolutionsindy.com/ which replaces the old csgsearch.com web site.
Thursday, July 1, 2010
Wednesday, June 23, 2010
Principle Engineer - Indianapolis headquartered manufacturer
As manufacturing inventories bottomed out in the Spring, this manufacturer has seen a slight increase in new orders and is planning for the future. We are initiating a search assignment for a Principle Engineer. The job description is below:
POSITION TITLE: Principle Mechanical Design Engineer
REPORTS TO: Engineering Manger
JOB SUMMARY:
Designs and develops new products, or enhancements to existing products, that meet the design requirement via solid modeling and engineering calculations. Invents concepts to solve design requirements. Displays talent in solving difficult problems. Demonstrates skill in FEA and CFD analysis. Evaluates competitive products prior, to design to determine their strengths and weaknesses. Works closely with Eng Manager and customers to identify unmet needs and define product requirements. Includes manufacturing, purchasing, fabrication, quality, and vendors in design process, to insure ease of assembly, reliability, sales and profit objectives are met. Solicits and leverages the ideas of others, in order to develop the best solution.
ROLE PRIORITIES:
1. Create Mechanism/Platform/New Product concepts based on design requirements
2. Design new mechanisms/platforms/New Products via solid modeling.
3. Apply FEA and CFD and Engineering calculations as required.
4. Refine concept designs into feasible products.
5. Invents and designs electronic components of product as well.
6. Troubleshoot engineering issues, develop design solutions.
7. Facilitate input from all stakeholders
8. Work collaboratively in assembling Design Requirements.
9. Complete component drawings, insuring proper fit and no interference.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
• Works closely with Eng Manager, sales, and customers to:
o Understand field issues, unmet needs.
o Target product cost/price.
• Creates concept of how to solve problems, then designs mechanisms, modules and or products.
• Performs design calculations, max stress calculations, free body diagrams, etc.
• Proficient in solid modeling, FEA, and CFD.
• Develops expertise in industry including applications and competitive products.
• Establishes project time line with Eng manager.
• Manages projects from inception through launch- including prototyping, first article inspection, installation, and testing.
• Lays all designs out in Solid models, and details components.
• Assembles models to determine fit and function, redlines drawings for revisions.
• Determines most effective process and material for each component in the design.
• Assembles costed BOM’s when necessary.
• Works with manufacturing, inventory, production, and sales to ensure product is successfully introduced.
• Provides engineering expertise and support as necessary to sales, manufacturing, customers, and vendors.
• Focused on solutions which are “better” than Competitors. “Better” is defined as “works better”, “looks better”, “lasts longer”, “operates easier”, and “operates safer”.
• Troubleshoots and resolves problems.
DESIRED SKILLS and EXPERIENCE
• BS in Mechanical Engineering or equivalent.
• Broad Engineering new product design experience.
• Broad knowledge of various mechanisms/systems.
• Experienced in Hydraulics and pneumatics,
• Team Player
• Creative and innovative.
• Mechanical aptitude and skills.
• Hands on
• Advanced solid modeling skills
• Experienced in wide variety of manufacturing processes
• Experienced in the application of a broad variety of Materials.
• FEA and CFD experience.
• Mech. Engineering fundamentals
o Mech. Of Materials
o Machine design
o Material science
o Fluid Dynamics
• Ability to analyze and resolve problems.
• Strong internal and external customer orientation.
• Good interpersonal and communication skills.
• Commitment to company values.
• Completes assignment in timely manner.
• Experienced in Electrical components (motors, relays, etc) and electronics.
If you or someone that you know has an interest in this opportunity, please forward a link to this posting or reply to:
Career Solutions Group, Inc.
55 Monument Circle, Ste. 1000
Indianapolis, IN 46204
(317) 466-9740
jwolfe@csgsearch.com
http://careersolutionsindy.com
Career Solutions Group Inc. has been a retained Indianapolis search firm and Indianapolis executive recruiting firm since 1995, providing national corporate recruiting, exectutive search Indianapolis, corporate recruiting strategy, custom recruiting services, talent recruitment, talent acquisition strategy, talent selection, talent recruitment, talent strategy, custom recruiting solutions, and executive recruiting primarily to Indiana headquartered companies with up to 500 employees.
POSITION TITLE: Principle Mechanical Design Engineer
REPORTS TO: Engineering Manger
JOB SUMMARY:
Designs and develops new products, or enhancements to existing products, that meet the design requirement via solid modeling and engineering calculations. Invents concepts to solve design requirements. Displays talent in solving difficult problems. Demonstrates skill in FEA and CFD analysis. Evaluates competitive products prior, to design to determine their strengths and weaknesses. Works closely with Eng Manager and customers to identify unmet needs and define product requirements. Includes manufacturing, purchasing, fabrication, quality, and vendors in design process, to insure ease of assembly, reliability, sales and profit objectives are met. Solicits and leverages the ideas of others, in order to develop the best solution.
ROLE PRIORITIES:
1. Create Mechanism/Platform/New Product concepts based on design requirements
2. Design new mechanisms/platforms/New Products via solid modeling.
3. Apply FEA and CFD and Engineering calculations as required.
4. Refine concept designs into feasible products.
5. Invents and designs electronic components of product as well.
6. Troubleshoot engineering issues, develop design solutions.
7. Facilitate input from all stakeholders
8. Work collaboratively in assembling Design Requirements.
9. Complete component drawings, insuring proper fit and no interference.
PRINCIPAL DUTIES AND RESPONSIBILITIES:
• Works closely with Eng Manager, sales, and customers to:
o Understand field issues, unmet needs.
o Target product cost/price.
• Creates concept of how to solve problems, then designs mechanisms, modules and or products.
• Performs design calculations, max stress calculations, free body diagrams, etc.
• Proficient in solid modeling, FEA, and CFD.
• Develops expertise in industry including applications and competitive products.
• Establishes project time line with Eng manager.
• Manages projects from inception through launch- including prototyping, first article inspection, installation, and testing.
• Lays all designs out in Solid models, and details components.
• Assembles models to determine fit and function, redlines drawings for revisions.
• Determines most effective process and material for each component in the design.
• Assembles costed BOM’s when necessary.
• Works with manufacturing, inventory, production, and sales to ensure product is successfully introduced.
• Provides engineering expertise and support as necessary to sales, manufacturing, customers, and vendors.
• Focused on solutions which are “better” than Competitors. “Better” is defined as “works better”, “looks better”, “lasts longer”, “operates easier”, and “operates safer”.
• Troubleshoots and resolves problems.
DESIRED SKILLS and EXPERIENCE
• BS in Mechanical Engineering or equivalent.
• Broad Engineering new product design experience.
• Broad knowledge of various mechanisms/systems.
• Experienced in Hydraulics and pneumatics,
• Team Player
• Creative and innovative.
• Mechanical aptitude and skills.
• Hands on
• Advanced solid modeling skills
• Experienced in wide variety of manufacturing processes
• Experienced in the application of a broad variety of Materials.
• FEA and CFD experience.
• Mech. Engineering fundamentals
o Mech. Of Materials
o Machine design
o Material science
o Fluid Dynamics
• Ability to analyze and resolve problems.
• Strong internal and external customer orientation.
• Good interpersonal and communication skills.
• Commitment to company values.
• Completes assignment in timely manner.
• Experienced in Electrical components (motors, relays, etc) and electronics.
If you or someone that you know has an interest in this opportunity, please forward a link to this posting or reply to:
Career Solutions Group, Inc.
55 Monument Circle, Ste. 1000
Indianapolis, IN 46204
(317) 466-9740
jwolfe@csgsearch.com
http://careersolutionsindy.com
Career Solutions Group Inc. has been a retained Indianapolis search firm and Indianapolis executive recruiting firm since 1995, providing national corporate recruiting, exectutive search Indianapolis, corporate recruiting strategy, custom recruiting services, talent recruitment, talent acquisition strategy, talent selection, talent recruitment, talent strategy, custom recruiting solutions, and executive recruiting primarily to Indiana headquartered companies with up to 500 employees.
Tuesday, June 1, 2010
Treasury Management Sales & Marketing - Indianapolis HQ Bank
We are initiating a search for a newly created Treasury Management Sales & Marketing position with a growing Indianapolis headquartered bank.
This is an excellent opportunity to join one of the most respected banks in the State of Indiana. While this Treasury Management professional will be responsible for new sales, he/she will work very closely with Commercial Lenders and Private Bankers who maintain primary responsibility for client relationships.
Here is a job description:
Job Title: Treasury Management Marketing
Reports to: Vice President and Manager, Treasury Management Sales
Last Revision Date: 01/16/09
1. Summary: The incumbent is responsible for sales and all sales-related activities for Treasury Management products and related functions. Also responsible for managing client portfolios and product implementation. The incumbent provides the highest quality of service to every customer. Independent judgment is required to plan, prioritize, and organize diversified workload.
2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the Bank deems appropriate.
♦ Develops sales strategy to meet or exceed stated sales and portfolio goals.
♦ Meets regularly with Corporate Bankers, Private Bankers, and Banking Center staff to identify opportunities and provide information on products and services.
♦ Calls on both prospective and current clients to identify needs and/or enhancements, and to address any servicing issues.
♦ Prepares proposals and RFP responses for target market segments.
♦ Manages portfolios and conducts relationship reviews on top clients on a regular basis.
♦ Facilitates implementation processes for all new and upgraded Treasury Management products.
♦ Prepares sales management reports.
3. Additional Responsibilities: Special projects as assigned by the First Vice President and Manager, Treasury Management or Manager, Treasury Management Sales.
4. Required Education, Experience, and Skills:
♦ Minimum requirement BS degree in business discipline
♦ Minimum 5 years of senior-level bank experience which may include experience in lending, branch administration, operations and compliance.
♦ General knowledge and understanding of regulations and laws that apply
to banks.
♦ Three-plus years of successful business development experience including
deposits, commercial lending and installment loans.
♦ Excellent customer service skills.
♦ Ability to interpret data and problem solve
♦ Computer proficiency
♦ Proven verbal and written communication skills
♦ CTP Designation preferred
5. Physical Requirements: Include the ability to:
♦ Express or exchange ideas by means of the spoken word.
♦ Perceive the nature of sounds with or without correction.
♦ Visually identify and distinguish between various documents and currency.
♦ Requires frequent local travel to client sites.
6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.
7. Supervisory Requirements: This position does not have direct supervisory
responsibilities.
8. Working Conditions: Office environment.
If you or someone that you know has an interest in this position, please contact Steve Fero at (317) 466-9740 x 13 or email a resume to jwolfe@csgsearch.com. Career Solutions Group has specialized in retained search and custom recruitment process outsourcing for Indiana headquartered companies since 1995. Our offices are located at 55 Monument Circle, downtown Indianapolis. If you would like more information about any of the positions posted on this site, call or email our offices. Thank you.
This is an excellent opportunity to join one of the most respected banks in the State of Indiana. While this Treasury Management professional will be responsible for new sales, he/she will work very closely with Commercial Lenders and Private Bankers who maintain primary responsibility for client relationships.
Here is a job description:
Job Title: Treasury Management Marketing
Reports to: Vice President and Manager, Treasury Management Sales
Last Revision Date: 01/16/09
1. Summary: The incumbent is responsible for sales and all sales-related activities for Treasury Management products and related functions. Also responsible for managing client portfolios and product implementation. The incumbent provides the highest quality of service to every customer. Independent judgment is required to plan, prioritize, and organize diversified workload.
2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the Bank deems appropriate.
♦ Develops sales strategy to meet or exceed stated sales and portfolio goals.
♦ Meets regularly with Corporate Bankers, Private Bankers, and Banking Center staff to identify opportunities and provide information on products and services.
♦ Calls on both prospective and current clients to identify needs and/or enhancements, and to address any servicing issues.
♦ Prepares proposals and RFP responses for target market segments.
♦ Manages portfolios and conducts relationship reviews on top clients on a regular basis.
♦ Facilitates implementation processes for all new and upgraded Treasury Management products.
♦ Prepares sales management reports.
3. Additional Responsibilities: Special projects as assigned by the First Vice President and Manager, Treasury Management or Manager, Treasury Management Sales.
4. Required Education, Experience, and Skills:
♦ Minimum requirement BS degree in business discipline
♦ Minimum 5 years of senior-level bank experience which may include experience in lending, branch administration, operations and compliance.
♦ General knowledge and understanding of regulations and laws that apply
to banks.
♦ Three-plus years of successful business development experience including
deposits, commercial lending and installment loans.
♦ Excellent customer service skills.
♦ Ability to interpret data and problem solve
♦ Computer proficiency
♦ Proven verbal and written communication skills
♦ CTP Designation preferred
5. Physical Requirements: Include the ability to:
♦ Express or exchange ideas by means of the spoken word.
♦ Perceive the nature of sounds with or without correction.
♦ Visually identify and distinguish between various documents and currency.
♦ Requires frequent local travel to client sites.
6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.
7. Supervisory Requirements: This position does not have direct supervisory
responsibilities.
8. Working Conditions: Office environment.
If you or someone that you know has an interest in this position, please contact Steve Fero at (317) 466-9740 x 13 or email a resume to jwolfe@csgsearch.com. Career Solutions Group has specialized in retained search and custom recruitment process outsourcing for Indiana headquartered companies since 1995. Our offices are located at 55 Monument Circle, downtown Indianapolis. If you would like more information about any of the positions posted on this site, call or email our offices. Thank you.
Lockbox Specialist - Downtown Indianapolis HQ Bank
We are initiating a search for a Lockbox Specialist for a growing Indianapolis bank that is expanding its Treasury Management and Lockbox capabilities and capacity.
Here is a summary of the job description:
Job Title: Lockbox Processing
Reports to: Lockbox Processing Supervisor
Last Revision Date: 6/11/08
1. Summary: The incumbent is responsible for overall customer service and daily
processing of lockbox remittance for wholesale lockbox clients and other related
Treasury Management products.
2. Essential Functions: This information is intended to be descriptive of the key responsibilities
of the position. The following examples do not identify all duties performed by any single
incumbent. The job description is subject to change as the needs and requirements of the job
change, or otherwise as the Bank deems appropriate.
• Performs Remit lockbox system setup and maintenance functions
• Performs daily and periodic functional duties for lockbox processing in
accurate fashion on a timely basis
• Assist with maintaining client database
• Act as liaison to post office relating to caller service for lockbox clients
• Provide the highest level of customer support
3. Additional Responsibilities: Special projects as assigned by the Lockbox
Processing Supervisor.
4. Required Education, Experience, and Skills:
• High school diploma or equivalent
• Minimum of 3 years experience working in treasury management or
another operational area within banking
• Ability to work under deadlines
• Basic knowledge of debit/credit and payment/bill processing
• 10-key proficiency (minimum 4,000 kph)
• Attention to detail
• Excellent customer service skills
• Computer proficiency
• Proven verbal and written communication skills
5. Physical Requirements: Include the ability to:
• Good manual dexterity and hand/eye coordination
• Express or exchange ideas by means of the spoken word.
• Perceive the nature of sounds with or without correction.
• Visually identify and distinguish between various documents and
currency.
• Ability to lift 20 lbs.
6. Equipment Used: Computer, 10-key, printer, telephone, fax machine, and
photocopier.
7. Supervisory Requirements: This position does not have direct supervisory
responsibilities. Work direction is provided by the Lockbox Processing
Supervisor.
8. Working Conditions: Office environment.
This bank has very low turnover and excellent benefits.
If you or someone that you know has an interest in this position, please contact Steve Fero at (317) 466-9740 x 13 or email a resume to jwolfe@csgsearch.com. Career Solutions Group has specialized in retained search and custom recruitment process outsourcing for Indiana headquartered companies since 1995. Our offices are located at 55 Monument Circle, downtown Indianapolis. If you would like more information about any of the positions posted on this site, call or email our offices. Thank you.
Here is a summary of the job description:
Job Title: Lockbox Processing
Reports to: Lockbox Processing Supervisor
Last Revision Date: 6/11/08
1. Summary: The incumbent is responsible for overall customer service and daily
processing of lockbox remittance for wholesale lockbox clients and other related
Treasury Management products.
2. Essential Functions: This information is intended to be descriptive of the key responsibilities
of the position. The following examples do not identify all duties performed by any single
incumbent. The job description is subject to change as the needs and requirements of the job
change, or otherwise as the Bank deems appropriate.
• Performs Remit lockbox system setup and maintenance functions
• Performs daily and periodic functional duties for lockbox processing in
accurate fashion on a timely basis
• Assist with maintaining client database
• Act as liaison to post office relating to caller service for lockbox clients
• Provide the highest level of customer support
3. Additional Responsibilities: Special projects as assigned by the Lockbox
Processing Supervisor.
4. Required Education, Experience, and Skills:
• High school diploma or equivalent
• Minimum of 3 years experience working in treasury management or
another operational area within banking
• Ability to work under deadlines
• Basic knowledge of debit/credit and payment/bill processing
• 10-key proficiency (minimum 4,000 kph)
• Attention to detail
• Excellent customer service skills
• Computer proficiency
• Proven verbal and written communication skills
5. Physical Requirements: Include the ability to:
• Good manual dexterity and hand/eye coordination
• Express or exchange ideas by means of the spoken word.
• Perceive the nature of sounds with or without correction.
• Visually identify and distinguish between various documents and
currency.
• Ability to lift 20 lbs.
6. Equipment Used: Computer, 10-key, printer, telephone, fax machine, and
photocopier.
7. Supervisory Requirements: This position does not have direct supervisory
responsibilities. Work direction is provided by the Lockbox Processing
Supervisor.
8. Working Conditions: Office environment.
This bank has very low turnover and excellent benefits.
If you or someone that you know has an interest in this position, please contact Steve Fero at (317) 466-9740 x 13 or email a resume to jwolfe@csgsearch.com. Career Solutions Group has specialized in retained search and custom recruitment process outsourcing for Indiana headquartered companies since 1995. Our offices are located at 55 Monument Circle, downtown Indianapolis. If you would like more information about any of the positions posted on this site, call or email our offices. Thank you.
Wednesday, May 12, 2010
CEO / President Executive Search
With most executive search assignments, our firm is working with several key decision makers of a corporate client. Usually, we have at least one Human Resources representative, a function or department hiring manager, and several superiors, peers, or staff level reports who have input into the hiring process.
Working with boards and search committees to fill executive positions adds another dynamic to this decision making process. And, we successfully work with the corporate team, board or search committee, and the finalist candidates to achieve everyone's ultimate objective.
Here is some of our client feedback:
Board Member
You brought us quality candidates; facilitated the interview sessions; did not impose your thoughts on us; respected our time and attention to the subject; were professional in all matters dealing with us in the search process; provided advice when appropriate.
Board Member
Your firm was a very valuable part of the search and selection process. I originally thought our HR staff could do the search without any assistance from outside of the organization. I am satisfied that I was wrong and that we would have erred should we have attempted the search without professional help.
PLANNING & COORDINATION
Success with an executive search process requires thorough planning, coordination and communication, and then execution. We start by meeting with the search committee and/or board to discuss the search and develop a process that meets everyone's objectives. If necessary, we will also meet with the senior management team for their input and involvement in the process.
For board member coordination, we can coordinate flexible meeting schedules or teleconference discussions to meet everyone's availability.
CUSTOM RESEARCH
Career Solutions uses a multiple source methodology to acquire a comprehensive pool of potential candidates that are passive, active, and internal/referral. Our research objective is to identify the complete universe of potential candidates specific to an assignment. Our staff identifies and tracks potential candidates through the initial technical qualification.
FINALIST SELECTION
Once we develop an adequate finalist pool, we proceed with more detailed analysis of each candidate. Our finalist selection tools include detailed interview evaluations including direct input from candidates:
Input from certified evaluators of validated psychometric assessments:
And, executive core competency assessment by our consultants, reviewed and validated in conjunction with search committee and board feedback.
And finally, detailed interviews of key references, picked by our search committee and not the candidates, to validate the critical competencies, strengths, weaknesses, and managerial characteristics of each finalist candidate.
Even with all this detailed analysis, sometimes it is still not crystal clear who the front runners are until the entire committee casts their votes ranking each finalist:
While this process may appear time consuming, it far less time consuming than an executive search process that stalls with no clear decision or having to start the process over.
Career Solutions executive search process does provide your search committee or board with comprehensive evaluation to confidently reach a consensus decision for your new CEO or President.
Board Member
Thank you very much for all you have done in getting us this far through the maze which, of course, we all hope will lead to a new and effective CEO. You have done a super job and it is much appreciated. Once again, thank you for the work you did for us and for leading us through the process. If you have need for references in the future, please do not hesitate to call.
Working with boards and search committees to fill executive positions adds another dynamic to this decision making process. And, we successfully work with the corporate team, board or search committee, and the finalist candidates to achieve everyone's ultimate objective.
Here is some of our client feedback:
Board Member
You brought us quality candidates; facilitated the interview sessions; did not impose your thoughts on us; respected our time and attention to the subject; were professional in all matters dealing with us in the search process; provided advice when appropriate.
Board Member
Your firm was a very valuable part of the search and selection process. I originally thought our HR staff could do the search without any assistance from outside of the organization. I am satisfied that I was wrong and that we would have erred should we have attempted the search without professional help.
PLANNING & COORDINATION
Success with an executive search process requires thorough planning, coordination and communication, and then execution. We start by meeting with the search committee and/or board to discuss the search and develop a process that meets everyone's objectives. If necessary, we will also meet with the senior management team for their input and involvement in the process.
For board member coordination, we can coordinate flexible meeting schedules or teleconference discussions to meet everyone's availability.
CUSTOM RESEARCH
Career Solutions uses a multiple source methodology to acquire a comprehensive pool of potential candidates that are passive, active, and internal/referral. Our research objective is to identify the complete universe of potential candidates specific to an assignment. Our staff identifies and tracks potential candidates through the initial technical qualification.
FINALIST SELECTION
Once we develop an adequate finalist pool, we proceed with more detailed analysis of each candidate. Our finalist selection tools include detailed interview evaluations including direct input from candidates:
Input from certified evaluators of validated psychometric assessments:
And, executive core competency assessment by our consultants, reviewed and validated in conjunction with search committee and board feedback.
And finally, detailed interviews of key references, picked by our search committee and not the candidates, to validate the critical competencies, strengths, weaknesses, and managerial characteristics of each finalist candidate.
Even with all this detailed analysis, sometimes it is still not crystal clear who the front runners are until the entire committee casts their votes ranking each finalist:
While this process may appear time consuming, it far less time consuming than an executive search process that stalls with no clear decision or having to start the process over.
Career Solutions executive search process does provide your search committee or board with comprehensive evaluation to confidently reach a consensus decision for your new CEO or President.
Board Member
Thank you very much for all you have done in getting us this far through the maze which, of course, we all hope will lead to a new and effective CEO. You have done a super job and it is much appreciated. Once again, thank you for the work you did for us and for leading us through the process. If you have need for references in the future, please do not hesitate to call.
Tuesday, May 11, 2010
Loan Administration Officer - Indianapolis
Loan Administration Officer
Commercial Banking
Indianapolis, Indiana
POSITION SUMMARY
This individual is responsible for managing assigned work out credits to ensure that the quality of loan administration processes is maintained and the documentation of loans meets established requirements and standards. The incumbent provides the highest quality of service to every customer.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Develops plans of action with borrowers which present a program to ensure no loss to the Bank or to recover the maximum amount with minimum loss where possible. May also work with outside professionals to develop plans.
•Makes presentations at various Loan Committee meetings regarding proposed plans of action and/or status reports on those plans.
•Works with internal staff regarding action plans for problem loans remaining with line officers.
•Ensures adherence to policies and procedures, maintaining accounting records, controlling collateral, and ensuring proper loan approval and retention of documents in an accurate and timely manner, in order to ensure that proper policies, procedures and documentation exist to support the lending process.
•Ensures the process of accepting, safekeeping and releasing collateral which includes the recording of all recordable instruments, preparing reports, maintaining insurance, reporting and documenting HDMA and other files in an accurate and timely manner in order to ensure the control and maintenance of all notes, general ledger and other loan documentation.
•Prepares the computer processing of loans, payments, customer information and daily loan balancing, communicating with senior management and personnel regarding enhancements and/or amendments, including charge-offs, non-accruals
and interest adjustments. May also resolve problems in order to ensure the integrity of loan processing procedures while providing excellent customer service.
Additional Responsibilities: Special projects as assigned by the Vice President, Loan Administration.
REQUIREMENTS:
Bachelor’s degree in business or accounting, or equivalent work/educational experience
•Five-plus years of position-related experience which includes lending and/or credit analysis experience with a banking institution.
•Ability to influence lenders to correct problems and deficiencies in a loan package.
•Knowledge and understanding of compliance issues and regulations, as well as the Bank's lending policies and procedures.
•Knowledge of the Bank's audit policies and procedures.
•High degree of accuracy and attention to detail.
•Ability to organize and prioritize tasks.
•Working knowledge of computer applications, plus proven experience effectively using a personal computer.
This individual must have the ability to interact effectively on a routine basis with colleagues, senior management, clients, and the public. Must have the ability to work independently and without supervision. Must have excellent written and verbal communication skills. Must be able to work individually and as part of the team. Must have exceptional relationship building skills.
Should have a high degree of computer literacy with an attention to detail. Must be able to handle multiple functions simultaneously and maintain good organizational skills. Should be a creative thinker, interested in sharing new ideas. Must have good time management skills. Must strive to understand interrelationships of the organization.
Physical requirements include the ability to use a keyboard and telephone. Ability to sit for up to four hours at a time performing desk and computer related duties. Must be able to travel independently throughout the office and extensively over the road to prospect and company locations.
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, and talk or hear. The employee is regularly required to stand, walk, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Commercial Banking
Indianapolis, Indiana
POSITION SUMMARY
This individual is responsible for managing assigned work out credits to ensure that the quality of loan administration processes is maintained and the documentation of loans meets established requirements and standards. The incumbent provides the highest quality of service to every customer.
ESSENTIAL DUTIES & RESPONSIBILITIES:
Develops plans of action with borrowers which present a program to ensure no loss to the Bank or to recover the maximum amount with minimum loss where possible. May also work with outside professionals to develop plans.
•Makes presentations at various Loan Committee meetings regarding proposed plans of action and/or status reports on those plans.
•Works with internal staff regarding action plans for problem loans remaining with line officers.
•Ensures adherence to policies and procedures, maintaining accounting records, controlling collateral, and ensuring proper loan approval and retention of documents in an accurate and timely manner, in order to ensure that proper policies, procedures and documentation exist to support the lending process.
•Ensures the process of accepting, safekeeping and releasing collateral which includes the recording of all recordable instruments, preparing reports, maintaining insurance, reporting and documenting HDMA and other files in an accurate and timely manner in order to ensure the control and maintenance of all notes, general ledger and other loan documentation.
•Prepares the computer processing of loans, payments, customer information and daily loan balancing, communicating with senior management and personnel regarding enhancements and/or amendments, including charge-offs, non-accruals
and interest adjustments. May also resolve problems in order to ensure the integrity of loan processing procedures while providing excellent customer service.
Additional Responsibilities: Special projects as assigned by the Vice President, Loan Administration.
REQUIREMENTS:
Bachelor’s degree in business or accounting, or equivalent work/educational experience
•Five-plus years of position-related experience which includes lending and/or credit analysis experience with a banking institution.
•Ability to influence lenders to correct problems and deficiencies in a loan package.
•Knowledge and understanding of compliance issues and regulations, as well as the Bank's lending policies and procedures.
•Knowledge of the Bank's audit policies and procedures.
•High degree of accuracy and attention to detail.
•Ability to organize and prioritize tasks.
•Working knowledge of computer applications, plus proven experience effectively using a personal computer.
This individual must have the ability to interact effectively on a routine basis with colleagues, senior management, clients, and the public. Must have the ability to work independently and without supervision. Must have excellent written and verbal communication skills. Must be able to work individually and as part of the team. Must have exceptional relationship building skills.
Should have a high degree of computer literacy with an attention to detail. Must be able to handle multiple functions simultaneously and maintain good organizational skills. Should be a creative thinker, interested in sharing new ideas. Must have good time management skills. Must strive to understand interrelationships of the organization.
Physical requirements include the ability to use a keyboard and telephone. Ability to sit for up to four hours at a time performing desk and computer related duties. Must be able to travel independently throughout the office and extensively over the road to prospect and company locations.
The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle or feel, and talk or hear. The employee is regularly required to stand, walk, and reach with hands and arms. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.
Licensed Investment Advisor Start Up Regional Staffing - Regional Bank
Career Solutions was brought into a major strategic initiative in retail banking for a large regional bank ($120 billion in assets). One part of the project was a talent upgrade for Branch Managers which involved targeting high deposit competitor branches ($50 million deposits or more) to interview their branch managers against a "Dominator" profile developed by the corporate human resources team at the bank. The second phase of the initiative was the roll-out of a new position in retail banking, the Licensed Financial Consultant (LFC).
We were very successful with both projects and probably received more accolades about the "Dominator" recruiting than the LFC recruiting. But, the LFC project was actually much more challenging (than our client realized) and we delivered incredible results in terms of actually hires in Indianapolis and Chicago. Our cost per hire was a major achievement, especially considering the quality of LFC candidates we were able to bring in for the bank's employment team.
The key to our efficiency and cost savings passed on to our client was in our up front research. The bank was requiring that finalists must already have their Series 6 and 63 investment licenses for mutual funds, annuities, and life/health insurance sales. We were able to identify only potential candidates who already had those licenses, allowing us to focus on the other critical competencies for the position.
Ultimately, we filled about 15 of the positions in a seven month period in branches near Louisville, throughout the Central Indiana area, and in the Chicago market which was new to the bank.
We were able to focus on the same performance competencies for the LFC candidates that we were focusing on with the "Dominator" profile for top branch managers. While the bank was very excited to land high performers in a new position within the retail division of the bank, it probably created problems.
These high performers, used to working on incentives, quickly came into their new bank branches and realized the fastest way to exceed sales goals and earn a bonus was to "flip" the branches deposits over into annuities and mutual funds. The new LFCs really hit the ground running and began raiding the bank's deposits to meet their goals. This under-cut not only the branch managers but also the bank overall since some of the investment products promoted were outside the institution. Senior management quickly realized the problems and restructured the goals and incentives for these new LFCs.
We were very successful with both projects and probably received more accolades about the "Dominator" recruiting than the LFC recruiting. But, the LFC project was actually much more challenging (than our client realized) and we delivered incredible results in terms of actually hires in Indianapolis and Chicago. Our cost per hire was a major achievement, especially considering the quality of LFC candidates we were able to bring in for the bank's employment team.
The key to our efficiency and cost savings passed on to our client was in our up front research. The bank was requiring that finalists must already have their Series 6 and 63 investment licenses for mutual funds, annuities, and life/health insurance sales. We were able to identify only potential candidates who already had those licenses, allowing us to focus on the other critical competencies for the position.
Ultimately, we filled about 15 of the positions in a seven month period in branches near Louisville, throughout the Central Indiana area, and in the Chicago market which was new to the bank.
We were able to focus on the same performance competencies for the LFC candidates that we were focusing on with the "Dominator" profile for top branch managers. While the bank was very excited to land high performers in a new position within the retail division of the bank, it probably created problems.
These high performers, used to working on incentives, quickly came into their new bank branches and realized the fastest way to exceed sales goals and earn a bonus was to "flip" the branches deposits over into annuities and mutual funds. The new LFCs really hit the ground running and began raiding the bank's deposits to meet their goals. This under-cut not only the branch managers but also the bank overall since some of the investment products promoted were outside the institution. Senior management quickly realized the problems and restructured the goals and incentives for these new LFCs.
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