Service Shop Manager - Transportation Accessory Products - Akron, Ohio area

We are initiating a search for a Service Shop Manager who will report to the new General Manager at this location.


Service Shop Manager - Transportation Accessory Products
Akron, Ohio Area

Reporting Relationships:
This position will have Corporate reporting to Vice President of Operations (off-site – Indianapolis, IN). This position will be responsible for staff located in the Akron area, including inventory control and production / installation technicians (5-10 employees). Will be a peer to Inside Sales Rep located on-site.

Position Charter
This role will be responsible for developing and operating a “world-class” regional service operation for the installation of product on semi-trailers and dump bodies. Product will be provided for installation from company manufacturing locations; hands-on Shop Manager will ensure adequate kit & spare parts inventory is maintained and on-time delivery of a high-quality installation satisfies our customers.

Major Duties and Responsibilities
• Employee Management – Safety and handbook policy adherence; training, development and accountability
• Customer Service – Competitive lead times maintained along with on-time / high-quality installs
• Inventory Management
• Expense Management – Material, labor and supplies meet budget

Compensation
The position offers a competitive compensation package including benefits (vacation, medical, dental, 401k)

The Candidate
Professional Qualifications
• 5+ years within the transportation / trailer industry (ideally with knowledge of tarping systems & installation)
• Strong mechanical aptitude; direct experience working on trailers and/or dump bodies
• Supervisory experience within a small, service-oriented operation

Knowledge, Skills, Abilities and Attributes
• Track record of, and commitment to, providing exceptional customer service
• Knowledge of industry and operational processes including mechanical assembly, welding, fabric sealing, sheet metal fabrication
• Knowledge of trailer tarping products and installation requirements; clever and resourceful to work through the challenges that arise
• Demonstrated ability to lead people and obtain results; ability to select / hire and train is critical as a team for this operation must be assessed and built
• Excellent interpersonal and communication skills; ability to effectively present information to management, customers, and employees

Desired personal traits
• Change agent and teacher – an individual who can teach others, shape a culture and infuse a passion for new ideas and doing things differently; a catalyst to get things done
• Strong work ethic; committed to achieving quality results and taking care of the customer
• A passion for this industry; a desire to win and grow market share
• Results-oriented; appropriately assertive, positive and action-oriented; has a sense of urgency in achieving goals and objectives
• A style and presence that gains immediate credibility by being knowledgeable and by treating people with respect; willingness to be “hands-on” and support any area of the organization when needed to satisfy our customers
• Integrity at all times, including conducting business in a fair and ethical manner.


COMPENSATION & BENEFITS:

Base salary and performance bonus commensurate with experience. Full benefits package includes Major Medical, Life, Dental, and 401K with matching.


WORKING ENVIRONMENT:

Founded in the 1940s, the company has more than tripled in size and sales in the last decade. This growth is due to a renewed focus on market opportunities and continued development of innovative products. The company holds many patents and 13 trademarks on its products in the US and five in Canada. In January 2005, the company opened a new, state-of-the-art headquarters and manufacturing facility in Indianapolis. This position is based in their Streetsboro, Ohio plant.

As the company manages and prepares for continued growth, the organization is adding several new positions and planning to develop and implement new manufacturing systems. While continuing to be the leader in custom, value-added products, the company intends to implement lean manufacturing systems throughout its operation to maximize efficiency and throughput.


If you or someone that you know is interested in this opportunity, please contact Steve Fero at srfero@csgsearch.com or (317) 466-9740 ext 13. Or you may contact John Wolfe at ext. 20.

Investment Management Practice Leader - Indy HQ Institution

This is a ground floor opportunity for a seasoned investment management professional to build a team and business unit for a well-established financial institution headquartered in Indianapolis. We have been retained to identify and recruit potential leaders for this growth opportunity with a hiring decision to be made on a short time table, in April 2010.

We are looking for an experienced investment professional with a track record of successful strategic plan development and implementation, new business development, team building and recruitment, and a demonstrated track record of exceeding goals and objectives.

This position offers a six figure salary plus uncapped bonus based upon business unit profitability.

Currently, an investment management business unit exists with a broker dealer relationship and has been in-place for 25 years although sparingly staffed and representing only 3% of the institution's total assets. This Indianapolis headquartered institution has a 50 year Indianapolis metropolitan area marketplace presence with 9 retail locations offering a wide range of business and consumer banking products and services.

For more information or a job description, please email or call Steve Fero at:

srfero@csgsearch.com or (317) 466-9740 x13

Vice President, Loan Review Manager - Indianapolis Headquartered National Bank

Vice President &
Loan Review Manager
Indianapolis Headquartered National Bank

Summary
The incumbent is accountable for supervising the loan review process and for reviewing, examining and rating the Bank’s loan portfolio in order to protect the Bank’s loan assets from loss and ensure the quality of loans and compliance with applicable procedures, laws, and regulations. The incumbent provides the highest quality of service to every customer.

Essential Functions:
•Examine, analyze and assign loan ratings to all credit relationships with aggregate debt over prescribed limit and other selected loans in order to determine loan quality in accordance with Bank policy, regulatory guidelines and OCC examinations. Findings from these reviews are are provided to the Loan Policy Committee and individual loan officers.
•Oversee the timely and accurate compilation and preparation of various reports in order to keep the Loan Policy Committee and Bank management informed of loan and credit quality.
•Prepare recommendations to the CEO for approval of accrual status changes, charge-offs, and grade changes, as appropriate per Loan Policy.
•Non-voting member of the Loan Committee and Classified Credit Review Committee
•Perform a quarterly analysis of the loan and lease losses reserve in accordance with Bank policy and regulatory guidelines in order to ensure the adequacy of the Bank’s allowance for loan and lease losses.
•Supervise and provide effective training of subordinate personnel in order to develop and maintain a highly motivated and productive staff.
•Develop and maintain a personal program for maintaining an adequate level of knowledge in loan review matters, management techniques and personal skills and demonstrate personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance.

Additional Responsibilities
•May serve on various Bank committees.
•Special projects as assigned by the First Vice President & Chief Credit Officer.

Required Education, Experience, and Skills
•Bachelor’s degree in finance or business or equivalent educational experience.
•Knowledge of government regulations, Bank policy and required documentation regarding loans.
•Abiliity to communicate effectively with loan officers regarding the results of the review process.
•Skill in recognizing loan documentation deficiencies
•Skill in determining the credit worthiness of borrower.
•Three years of experience in loan review and a background in financial statement analysis
•High degreee of accuracy and attention to detail
•Ability to interpret and analyze data
•Ability to organize and prioritize tasks
•High level computer proficiency

Physical Requirements:
•This position requires frequent sitting


Equipment Used
•Computer, printer, telephone, fax machine, and photocopier.


Supervisory Requirements
•This position does have direct supervisory responsibilities.


Working Conditions
•Office environment

Company
Quietly one of the fastest equity growth banks in Indiana and the US. While growth has been in double digits for over a decade, the working environment is professional, but laid back and family oriented. The organization is still small enough to know everyone on a first name basis, from the President to the Tellers. The bank is focused on personal, relationship oriented service to small-middle market business and wealth management clients.

General Manager - Service/Fabrication Shop Akron, Ohio area

Reporting Relationships:
This position will have Corporate reporting to Vice President (off-site).
This position will be responsible for all staff located in Streetsboro, including office personnel and production / installation technicians (10-15 employees).

Position Charter
This role will be responsible for developing and operating a “world-class” regional service operation for the installation of Company product on semi-trailers and dump bodies . Corporate HQ provides resources and direction, but at the same time, allows the flexibility of an autonomous, self-contained operation. This individual will manage the profit and loss with focus on maximizing financial performance and ensuring profitable growth.

Major Duties and Responsibilities
• Operational Objectives:
• Employee Management – Safety and handbook policy adherence; training, development and accountability
• Customer Service – Competitive leadtimes maintained along with on-time / high-quality delivery
• Inventory Management – Turns and accuracy
• Expense Management – Material, labor and variable overhead
• Product Design – Improvement and new development opportunities identified and supported
• Sales Objectives
• Key Customer Relationships – Establish and maintain
• Accurate Quotations
• Competitive Intelligence – Pricing, products and services
• Regional Business Growth (supported by outside sales team)

Compensation
The position offers a competitive compensation package including base salary, incentive bonus and employee benefits (vacation, medical, dental, 401k).

The Candidate
Professional Qualifications
5+ years within the transportation / trailer industry, ideally with P&L responsibility; experience desired within a small service-oriented operation (<$5MM annual sales) - i.e., prior role of “Service Shop Manager”, “Maintenance Manager”. Desired targets are regional trailer and dump body dealers and OEM’s (specifically Mac and East); key contacts at these target customers is highly desirable.

Knowledge, Skills, Abilities and Attributes
• Track record of building responsive, high-quality relationships with customers and anticipating / responding to their needs
• Knowledge of industry / business and operational processes (mechanical assembly, welding, fabric sealing); proficiency with product and installation (mechanical aptitude) along with lean manufacturing tools (drive out waste)
• Good business sense; accounting and shop system understanding
• Demonstrated ability to organize and manage multiple priorities using effective problem solving / resolution skills
• Results-Orientation: Track record of recognizing and capitalizing on business opportunities, meeting commitments and delivering results.
• Demonstrated ability to lead people and obtain results. Knowledge of internal and external hiring, selection and training is critical as a team for this operation must be assessed and built.
• Excellent interpersonal and communication skills. Ability to effectively present information to management, customers, and employees.

Desired personal traits
• Change agent, mentor and teacher – an individual who can teach others, shape a culture and infuse a passion for new ideas and doing things differently; a catalyst to get things done.
• Strong work ethic; committed to achieving quality results.
• A passion for this industry; a desire to win and grow market share.
• Results-oriented; appropriately assertive, positive and action-oriented; has a sense of urgency in achieving goals and objectives.
• Interpersonal skills necessary to gain the trust of others and to interact effectively with persons at all levels, both internally and externally, and to develop strong working relationships.
• A style and presence that gains immediate credibility by being knowledgeable and by treating people with respect; willingness to be “hands-on” and support any area of the organization when needed to satisfy our customers
• Integrity at all times, including conducting business in a fair and ethical manner.



WORKING CONDITIONS
Working conditions are normal for a manufacturing environment. Work may involve lifting of materials and product up to 30 pounds. Working in this environment requires the use of safety equipment to include but not limited to; eye safety glasses, hearing protectors, work boots, and hardhats. Loose fitting clothes and jewelry are not permitted.

COMPENSATION & BENEFITS:
Base salary and performance bonus commensurate with experience. Full benefits package includes Major Medical, Life, Dental, and 401K with matching.


WORKING ENVIRONMENT:
From 1990 to 2008, company sales have grew by over 500% but have declined during the recession. This growth is due to a renewed focus on market opportunities and continued development of innovative products and is expected to continue as the economy improves. The company holds many patents and 13 trademarks on its products in the US and five in Canada. In January 2005, the company opened a new, state-of-the-art headquarters in Indianapolis.

As the company manages and prepares for continued growth, the organization is adding several new positions and planning to develop and implement new manufacturing systems. While continuing to be the leader in custom, value-added products, the company has implemented lean manufacturing systems throughout its operation to maximize efficiency and throughput.

Loan Officer (New Office - Hybrid Lender) Indianapolis

We are initiating a search for an established Indianapolis mortgage broker who has recently become the new Indianapolis office for the largest private mortgage bank in the US. A job description follows:

Loan Officer
National Hybrid Lender
Indianapolis, Indiana Office

SUMMARY
A national lender funding its own loans with the flexibility to broker out loans as well is opening its first off ice in the Indianapolis area by hiring an existing mortgage broker team and launching an expansion.

This individual will be responsible for managing mortgage loan origination relationships, especially selected realtors, in an assigned territory. While this individual will prospect and originate traditional mortgage loans through a local referral base, the primary marketing focus will be on specific pre-approved properties with technical support from the Indianapolis office.

The Indianapolis office will provide technical support on special products and processing support with quick turn-around. Experienced lenders can earn 20% more with the same rates and fees.


ESSENTIAL DUTIES & RESPONSIBILITIES:

• Develop and implement a marketing plan for expanding new client base and product usage. Identifies prospects and referral sources for solicitation through outside referral sources.
• Develop and maintain social and civic ties within the community to assist in promoting account relationships with targeted client base. 



• Meet or exceed mortgage production goal, to be determined, per year on a monthly and annual basis.

• To effectively and pro-actively sell all of the organization’s services with a special focus on developing strategic relationships, primarily with well established realtors in the local area.

• To structure all credits, develop a complete application and monitor loans from origination through closing to ensure the highest service and credit quality. 


• Respond to client and referral requests in a timely, professional manner. 








REQUIREMENTS:


This individual must have a strong existing network of transferable referral sources, i.e. real estate brokers, law firms, CPA and investment management firms, personal financial planners, and corporations.



•Proven ability to sell mortgage loans and/or other financial services.

•2-3 years mortgage lending experience.

•A sales-oriented professional with excellent business development and closing skills, who has the ability to thrive in a fast paced environment. 



•An ability to balance aggressive production goals with credit quality.

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. An 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.



COMPENSATION & BENEFITS:

Experienced lenders can earn 20% more with the same rates and fees they are accustomed to. Commissions are uncapped. A salary or draw is available plus major medical benefits.


WORKING ENVIRONMENT:

Founded five years ago, this brokerage has recently become the Indianapolis office for the largest privately held mortgage banker/broker in the United States.

Loan Officers are given freedom to sell and provided with exceptional support for handling the details of the loan. In-house Loan Processing / Closing and Support provide Originators the support they need, allowing them the opportunity to prospect for deals and find a way to do every deal.

The company’s philosophy is to have a reputation for a high level of service to the customer without charging unreasonable fees. The company is looking for experienced Lenders who share a philosophy of customer service and building an office with a reputation for high level customer service.


If you have an interest in this opportunity, please contact Steve Fero at:
Steven R. Fero, CPC
Career Solutions Group, Inc.
55 Monument Circle, Ste. 1000
Indianapolis, IN 46204
(317) 466-9740 ext. 13
srfero@csgsearch.com

Retirement Plan Sales Consultant - Indianapolis

Retirement Plan Sales Consultant
Boutique Wealth Management Firm
Indianapolis, Indiana

General Position Summary:
This individual will be responsible for sales and marketing of retirement plan services to a target market of potential customers. The company is seeking an experienced sales executive to drive the growth of the retirement plan business and coordinate new business activities with existing clients, building relationships with decision-makers at target companies.


Position Responsibilities:

Cultivate a targeted list of companies, executing a top-down sales approach targeting Presidents, CFOs, and HR Directors to convert prospects into clients.

Develop relationships with C-Level Executives.

Collaborate with colleagues in Planning, Investment and Administration of plans

Consulting with new clients on plan design and structure, poviding periodic ongoing consulting to clients.

Qualifications:

• Minimum five years demonstrated sales and service experience in the retirement plans field, or an equivalent combination of education and/or relevant experience.

• Requires excellent prospecting, presentation and selling skills with the ability to achieve quota.

• Strong communication skills required

• Ideal candidate displays maturity, competitiveness, business savvy and a good work ethic. Self-motivated with the ability to organize, prioritize and handle multiple projects simultaneously


Preferred Qualifications:

• Advanced knowledge of qualified retirement plans, including 401(k) plans, 403(b) plans, Money Purchase plans, Profit Sharing plans, Defined Benefit plans; knowledge of non-qualified deferred compensation plans, as experience with working with Third Party Administrators a plus; investments, Department of Labor regulations, ERISA, IRS codes pertaining to retirement plans, compliance issues, and legislative acts.
• Broader financial service professional experience is highly relevant, including: portfolio specialist/client portfolio management, client service, plan sponsor and/or portfolio management experience.
• NASD Licenses 7 & 63 preferred and industry credentials are a plus (e.g., ASPPA QKA, etc.)
• CFA and/or MBA strongly preferred.


Company Summary:
Established in Indianapolis twenty years ago, this boutique firm offers fee-only comprehensive financial planning and investment management services to its clients. The company does not sell products and, therefore, does not receive commissions. The company works with clients to accomplish their short-term and long-term goals in the areas of retirement planning, investment strategies, stock option analysis, education funding, income tax planning, insurance needs analysis, estate planning, charitable planning, divorce settlement issues, family needs planning, and other financial needs unique to our clients.
Investment Management Services were first offered in 1992 after clients requested additional help managing their investments. Client portfolios are held in custodial accounts with Portfolio Managers purchasing and selling investments in clients’ accounts based upon their personal investment strategy. A quarterly management fee is charged to clients’ accounts. Portfolio Managers establish an asset allocation strategy based on a client’s unique goals and objectives prior to investing the funds.
Unlike other money managers, the company’s financial planners establish client investment goals and objectives prior to the investing of funds. This holistic approach to wealth management translates into an extremely high client retention rate and an ability to quickly adjust clients’ investments to meet changes that may occur in their lives.

Cardiovascular Clinical Representative - Indiana

Sells and promotes company products within a defined geographic territory by developing new accounts and expanding usage of company products by current accounts in an effort to meet a sales quota based on company sales goals and to directly increase sales revenue of the company.

ESSENTIAL DUTIES & RESPONSIBILITIES:
Sells products by scheduling sales calls to meet with current and potential customers to fulfill revenue and unit growth objectives assigned by company on a monthly/quarterly/annual basis.

Develops and implements sales strategies by determining the relevant factors (e.g., product, competition and pricing needs) of existing and potential accounts to effectively promote the company's products to appropriate hospital personnel and physicians.

Develops action plans (i.e., weekly, quarterly, monthly) by analyzing quarterly and monthly sales figures and reports identifying the needs of particular accounts and discussing issues with Regional Sales Manager to help the organization achieve its annual sales goals.

Determines the needs (e.g., product and pricing), goals, product usage, and types of cases handled by specific customers by meeting with and asking in-depth questions of physicians and other hospital personnel to learn which products can best address their specific needs.

Observes actual procedures in the cardiac catheterization or electro-physiology lab and operating room of hospital accounts to gain insight into the specific nuances of each physician and each member of the lab staff.

Establishes pricing packages by working with relevant personnel to establish price points that address specific customer's needs while satisfying company guidelines and policies.

Responds to customer needs and complaints regarding products and service by developing creative and feasible solutions or working with other related personnel (e.g. clinical research, pricing and/or marketing) to develop optimal solutions.

Develops relationships with hospital personnel (e.g. through casual conversation, meetings, participation in conferences) to make new contacts in other departments within hospital and to identify key purchasing decision makers in order to facilitate future sales.

Educates customers on the merits and proper clinical usage of company products by giving presentations and demonstrations using a wide variety of formats and platforms (e.g., slides, transparencies, manuals) to secure purchasing commitments, often with the help of incentive programs and services made available to the account being developed.

REQUIREMENTS:
Experience/Education
Bachelor's degree plus 6+ years of related work experience with a strong understanding of specified functional area, or an equivalent combination of education and work experience. Advanced degree preferred.
Technical/Business Knowledge (Job Skills)
Solid understanding and application of business concepts, procedures and practices. Will perform this job in a quality system environment. Failure to adequately perform tasks can result in noncompliance with governmental regulations.
Cognitive Skills
Works on problems of diverse scope where analysis of data requires evaluation of identifiable factors. Exercises judgment within generally defined practices and policies in selecting methods and techniques for obtaining solutions. Has a sound knowledge of a variety of alternatives and their impact on their business unit..
Influence/Leadership
Establishes and cultivates an extensive network of support to facilitate completion of assignments. Participates in the development of less experienced staff by setting an example, providing guidance, and offering counsel. May lead a project team. Participates in determining goals and objectives for projects. Influences middle management on technical or business solutions. May interact with vendors.
Planning/Organization
Plans and organizes non-routine tasks w/approval. Initiates or maintains work schedule. Establishes priorities of work assignments.
Decision Making/Impact
Exercises judgment in selecting innovative, practical methods to achieve problem resolution. Failure to obtain results or erroneous decisions or recommendations would typically result in serious delays and considerable expenditure of resources.
Supervision Received
Works under minimal supervision. Independently determines and develops approach to solutions. Work is reviewed upon completion for adequacy in meeting objectives.
Supervision Provided
May provide work direction and guidance to exempt and/or skilled nonexempt levels of employees; may be asked to evaluate performance of and assist in career development planning for subordinates.

COMPENSATION & BENEFITS:
Salary commensurate with experience, bonus, plus major medical and retirement benefits.