Trusts & Estates Attorney-Private Client

NEW Trusts & Estates Attorney Opportunity in Chicago! This Jobot Job is hosted by: Audrey Block Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We are looking for a T&E Attorney to join our Chicago office! If you are located in other cities, please still apply and I will connect you with our other offices such as NY, SF, and LA! Why join us? Mid size firm that offers lots of growth Competitive compensation package Hybrid working schedule Job Details Job Details We are seeking a Trusts & Estates Attorney to join our established law firm. This is a permanent position that offers the opportunity to work in a collegial and stimulating environment. The successful candidate will have experience with high-net-worth clients, and will be responsible for advising and representing clients on matters related to estate planning, trust administration, and probate. This includes drafting wills, trusts, and other estate planning documents, as well as handling probate and trust administration cases. This role requires a high level of professionalism, excellent communication skills, and the ability to handle complex legal issues. Responsibilities Provide comprehensive legal advice and representation to clients on matters related to trusts, estates, and probate. Draft, review, and revise a variety of estate planning documents, including wills, trusts, power of attorney, and health care directives. Manage all aspects of probate and trust administration, including court filings, asset distribution, and estate tax returns. Advise clients on wealth management strategies, tax planning, and other related matters. Stay updated on latest developments in trusts and estates law, and apply this knowledge to the benefit of our clients. Collaborate with other members of the legal team to ensure a high level of client service and satisfaction. Develop and maintain strong relationships with clients, and uphold the firm's reputation for excellence in trusts and estates law. Qualifications Juris Doctor (JD) degree from an accredited law school. A minimum of 3 years of experience in trusts and estates law, with high-net-worth clients Admission to the IL state bar. Excellent legal research and writing skills. Proficiency in drafting and revising estate planning documents. Strong knowledge of tax laws and wealth management strategies. Ability to handle complex legal issues with minimal supervision. Exceptional interpersonal skills, with the ability to build strong relationships with clients and colleagues. High level of professionalism and ethical standards. Strong organizational skills and attention to detail. Ability to work in a fast-paced, deadline-driven environment. Commitment to continuing legal education and professional development. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Project Manager

Overview Keller is the world leader in geotechnical construction and deep foundations. With a North American presence of over 100 years, we operate as the market leader with over 50 offices throughout the US and Canada. By connecting global resources and local experience, Keller develops innovative, practical, and cost-effective solutions to geotechnical challenges. Our values of integrity, collaboration, and excellence enable us to lead the industry in providing the optimal solution for our clients. Keller is looking for an experienced Project Manager based out of our Chicago, IL location. Responsibilities Business Development and Proposal Preparations Identifies new opportunities and coordinates with the management team for support and overall strategy. Helps to identify new markets, clients and technologies while building client relationships. Assembles proposals which includes performing risk assessment, evaluating opportunities to increase profit, estimating, engineering, technical writing, site visits and client Q & A. Responsible for negotiation of the contract and understanding the contract requirements. Coordinates with pre-construction team if applicable. Risk Management Fully understands and complies with Keller risk management policies and procedures. Recognizes major risks and takes appropriate measures to reduce risks to the company. Initial Planning Responsible for designs, submittals, material ordering, pre-job planning and scheduling. Plans pre-project meetings with the Superintendent and other entities as required. Develops plans and strategies with the project team to maximize profitability of projects. Project Execution Builds and leads effective project-based teams. Ensures the work performed meets the specified requirements. Works with the branch and project team to ensure the project stays on schedule and in budget. Identifies and addresses challenges and opportunities to maximize profitability. Change Management Identifies, tracks and addresses changes; escalates changes when necessary. Financial Management Approves and monitors weekly and monthly financial reports, forecasts, budgets and other metrics throughout the duration of the project. Manages A/R collections. Safety and Quality Assurance Ensures compliance with all Keller and OSHA safety requirements. In the event of a safety incident, work in partnership with HSEQ to support employees and project management teams per Keller policy. Resolves all quality nonconformance issues. Exercise stop work authority for safety and quality issues. Qualifications Bachelor’s in Civil Engineering or Construction Management preferred. Minimum 5 years geotechnical, construction or industry related experience preferred. Excellent computer, written and verbal communication skills necessary. Additional Information Salary Range : $105,000 to $130,000 per year Actual salary will be based on a variety of factors including relevant internal and external experience, knowledge, skills, scope of job, geographical location or other factors permitted by law Benefits: 401(k) matching Health, Dental, Vision insurance Life insurance Paid time off (PTO) Holiday Pay Keller is an Equal Opportunity Employer. We encourage qualified women, minorities, veterans, individuals with disabilities, and others to apply. Equal Employment Opportunity LI-MA1 Keller1

Estate Planning Associate (3 Yrs Exp)

Flexible Hybrid Schedule - Growing Boutique Law Firm This Jobot Job is hosted by: Scott Rundlett Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $140,000 - $225,000 per year A bit about us: We are a boutique law firm focused on providing practical, client-driven legal solutions. Our team advises individuals, families, and businesses on a wide range of matters, combining technical skill with a personalized approach. We pride ourselves on being trusted advisors who deliver clear guidance and strong advocacy. Why join us? Collaborative environment where attorneys support one another and share knowledge Direct client contact and meaningful responsibility early on Balanced workload with attention to professional growth and quality of life A values-driven culture that emphasizes integrity, responsiveness, and respec Job Details A boutique law firm is seeking a highly experienced estate planning attorney to join its established and growing practice. The role centers on working with high-net-worth individuals, families, and business owners on sophisticated estate and business succession planning strategies. We are seeking candidates who bring: A proven record of academic and professional achievement Extensive experience designing and implementing advanced estate plans, business succession strategies, and wealth transfer structures The ability to work closely with clients on multi-generational planning, complex trust arrangements, and family business continuity matters The Opportunity This position offers the chance to serve an existing client base while expanding your practice within a collaborative and growth-minded environment. Attorneys with an established practice and those considering a lateral move are welcome, including qualified partner-level candidates with a portable book of business. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Manager of OB/Labor and Delivery

GENERAL SUMMARY The Manager of OB and Nursery, under administrative direction, assesses, plans, implements and evaluates delivery of patient care, provides administrative direction to development and evaluation of all nursing personnel on the OB and Nursery Unit. Collaborates with other disciplines to achieve quality patient care and further contributes to nursing and the hospital through support of the philosophy and objectives, educational efforts and research efforts. ESSENTIAL JOB FUNCTIONS I. Management of Nursing Personnel 1. Recruits, interviews and selects staff for the unit. 2. Provides leadership and direction in accordance with organizational and departmental goals and objectives. a. Plans and develops objectives. b. Plans ways to solve problems and make improvements 3. Provides for professional growth and development of staff. a. Identifies needs. b. Sponsors training programs: formal and informal. c. Encourages education efforts of staff members. 4. Conducts regular performance evaluations for entire staff; conducts evaluations for new staff prior to completion of probationary period. a. Ensures that staff is following the nursing standards established by the Department of Nursing/ANA standards. b. Participates in Unit Based Performance Improvements. II. Management of Patient Care 1. Responsibility for safety and comfort of patients. 2. Collaborates with administrative support to maintain a clean, safe, secure environment for patients, staff and visitors. 3. Develops, justifies and maintains a fiscal plan for the patient care unit, monitors budgeted revenues and expenses, including salaries and capital expense items. 4. Promotes open communication within the unit, department and with other units and departments outside of nursing. 5. Assists in programs of orientation for new staff to unit. a. Establishes preceptor guidelines for the unit. b. Reviews practices of emergency procedures, fire drills, disaster plans and evacuation procedures. c. Documents staff participation in these events. III. Management of Patient Care 1. Provides input into standards established for patient care policies. 2. Utilizes Unit Based Performance Improvement program. 3. Organizes patient care and ensures continuity of care based on knowledge of clinical nursing needs. 4. Serves as a clinical resource person and assists nursing personnel in assessing patient/family status. KNOWLEDGE, SKILLS, ABILITIES REQUIRED 1. Graduate of an accredited school of nursing with current licensure from the State of Illinois as a professional nurse. 2. Baccalaureate required 3. Demonstrated abilities in management skills in theory, practice and clinical expertise. 4. Three years of nursing management experience.

Maintenance Technician

Maintenance Technician Needed For Innovative and Growing Aerospace Engineering and Manufacturing Company This Jobot Job is hosted by: Billy Surch Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $20 - $35 per hour A bit about us: Our client a trailblazer in advanced composite manufacturing since 1990, invites you to become part of a legacy built on innovation, quality, and a deep commitment to our community. We engineer solutions that touch industries from aerospace to recreational, making significant impacts across the globe. Why join us? Competitive base salary and overall compensation package Full benefits: Medical, Dental, Vision Generous PTO, vacation, sick, and holidays Life Insurance coverage 401 (K) with generous company match Job Details 1. Performs equipment repairs as necessary to ensure continued production flow 2. Provides preventative maintenance of equipment to include development of plan and documentation compliance 3. Fabricates parts to maintain/repair equipment 4. Responsible for fabrication of new equipment; hydraulic, pneumatic, wiring, controls, assembly & welding 5. Performs facility maintenance as needed 6. Troubleshoots breakdown of equipment 7. Participates in the continuous review of the manufacturing processes, focusing on opportunities for improvement in productivity, quality, Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Electrical Engineer, Senior Management

Engineers looking for very flexible hybrid schedules and above market salaries? We are looking for leadership level engineers to join our growing electrical team, help mentor and grow our healthcare building design portfolio This Jobot Job is hosted by: Riley Duffy Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $140,000 - $165,000 per year A bit about us: We are looking for Project Managers, Senior Project Managers and open to executive level leaders to join our leadership operations. Ideally, looking for candidates with business development (healthcare space will be a plus), mentor and operations experience. We are a leading mechanical and electrical engineering design firm specializing in the architecture industry, with a strong focus on healthcare and critical infrastructure. In the last 20 years we have experienced significant growth and recognition, consistently ranking in the top 50 Healthcare MEP Design Firm in the U.S We have locations in Grand Rapids, Phoenix and Kalamazoo. At DHE, we are committed to one another, our clients, our communities, and the environment. We take pride in being problem-solvers, collaborators, innovators, and lifelong learners. Our culture values creativity, dedication, and a healthy, supportive workplace. Why join us? Salary shall be commensurate with experience 100% company paid medical and dental plans for employees and spouse / dependents Company-contributed Health Savings Plan Company-matched 401K retirement plan 40 hour work week and minimum 80 hours paid time off in first year Job Details We are seeking a Senior Electrical Engineer to play a key leadership role within our integrated, multi-disciplinary design team, based in either our Kalamazoo or Grand Rapids, MI office. This position involves leading the design and commissioning of electrical systems for complex projects, with a focus on power distribution (including essential electrical systems), lighting, and special systems such as fire alarm, nurse call, and data/telecom infrastructure. The successful candidate will serve as a technical mentor, provide quality oversight, and work directly with clients to ensure innovative, code-compliant, and cost-effective solutions. We're looking for a strategic thinker and team leader who can thrive in a casual but client-focused culture, balance technical excellence with project delivery, and bring curiosity, creativity, and accountability to every challenge. Requirements: 4-year Bachelor of Science in Engineering (Electrical or Architectural) 15 years of experience in Electrical Engineering is expected, but shall be capable of obtaining professional engineering licensure Professional Engineer License Business Development experience Operations/Management experience over engineers or entire office operations Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Senior Weld Engineer (Large Assembly)

This Jobot Job is hosted by: Amanda Preston Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $100,000 - $145,000 per year A bit about us: Respected Leader in Tank Manufacturing Why join us? Excellent Health Medical benefits Strong PTO Package 401k Match Tuition Reimbursement Rapidly Growing Organization Job Details Job Details: Our company is seeking a dynamic and innovative Senior Weld Engineer (Large Assembly) to join our team. This is a permanent position within our Manufacturing Department, where you will be responsible for overseeing large assembly projects, ensuring they are executed to the highest standard. The role involves working with a variety of materials and welding techniques, such as laser welding, to create high-quality products for our clients. You will be part of a team that values creativity, innovation, and technical expertise. Responsibilities: As a Senior Weld Engineer, your responsibilities will include but not be limited to the following: 1. Overseeing the execution of large assembly projects from conception to completion, ensuring they are completed on time and within budget. 2. Using CAD, Inventor, Autocad, Solidworks, and other design software to create detailed drawings and models of assembly projects. 3. Conducting strength and size calculations to ensure that all products are structurally sound and meet the necessary specifications. 4. Using your knowledge of metallurgy to select the best materials for each project and to troubleshoot any issues that arise during the manufacturing process. 5. Implementing and maintaining ISO 9000 quality management standards throughout all stages of the manufacturing process. 6. Using FEA and simulation techniques to predict how products will perform under different conditions and to identify any potential issues before they arise. 7. Providing detailed instructions and guidance to the welding team, ensuring they understand the project requirements and are able to execute them accurately. 8. Keeping up-to-date with the latest advancements in welding technology and incorporating them into our manufacturing processes where appropriate. Qualifications: To be considered for the Senior Weld Engineer position, you must possess the following qualifications: 1. A bachelor's degree in Welding Engineering, Metallurgy, or a related field. A master's degree is preferred. 2. A minimum of 5 years' experience in a similar role, with a strong focus on large assembly projects. 3. Proficiency in CAD, Inventor, Autocad, Solidworks, and other design software. 4. A thorough understanding of ISO 9000 quality management standards and experience implementing them in a manufacturing setting. 5. CWI certification is preferred. 6. Extensive knowledge of metallurgy and experience working with a variety of materials. 7. Experience with FEA and simulation techniques. 8. Proficiency in laser welding, sheet metal work, and other welding techniques. 9. Excellent problem-solving skills and the ability to troubleshoot issues as they arise. 10. Strong communication and leadership skills, with the ability to guide and motivate a team. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy

Commercial Construction Intern

Every day, our team members do amazing things in pursuit of our shared purpose to build trust with our clients, partners, subcontractors, and teammates. No matter your background, education, or career path, if you share our vision to create extraordinary experiences, you belong at HITT . Commercial Construction Intern Job Description: Join our award-winning HITT Futures Program as a Commercial Construction Intern to kickstart your career in construction management at a top national general contractor. If you are passionate about construction, eager to learn from industry leaders, and ready to be a part of a team committed to elevating the business of building, our top-ranked Internship Program is the perfect opportunity to invest in your future as a commercial construction superintendent or project manager. Our competitively-paid internship prepares you for success through individual mentorship, hands-on learning, professional networking events, career development courses, and personal growth opportunities over an immersive 10-week experience. Established in 1937, HITT’s success is a result of deep relationships with our partners and subcontractors and the trust of our clients. A small, family business founded in the spirit of the American dream, we’re now more than 1,700 teammates strong, with projects in nearly every state. With 14 operating office locations across the country, HITT is ranked as a top workplace from coast to coast. Our HITT Futures Internship Program is ranked nationwide as the 1 Construction Internship and 3 Best Overall Internship by Vault.com. Responsibilities: Support the project management team with subcontractor and supplier coordination, material tracking, file management Assist the project management team with progress updates and reporting for client review Aids in document control processes such as drafting submittals, RFIs and change orders Assist the preparation of bid packages, helping to solicit and evaluate subcontractor bids Conduct various preconstruction procedures by reviewing proposals, specifications, and drawings, executing material takeoffs, preparing cost estimates, and attending internal team meetings and client walkthroughs Collaborate with onsite superintendents and field-based teams to assist with project layout, construction drawing, trade coordination, verification of site conditions, safety, and quality control inspections Actively participate in social and networking events, weekly training and educational classes, and HITT corporate responsibility activities Qualifications: Current student pursuing an undergraduate or graduate degree from an accredited university within the construction, engineering, or business concentrations Previous industry internship, volunteer work, or work experiences is a plus Passion for construction and general contracting industry Ability to work approximately 40 hours per week for the duration of the 10-week program Ability to successfully manage multiple, competing priorities in a deadline-driven environment Demonstrated ability to learn project-specific software systems, including Microsoft Office 365 (ex. Project, Excel, Word, Outlook, PowerPoint, etc.), Procore, Adobe, and BlueBeam Exceptional customer and client focus with ability to succeed in a team environment Strong written and verbal communications skills In accordance with California’s Labor Code Section 432.3, the base salary range for this position is: $18.00 - $25.00 Compensation in other cities and states may vary. HITT Contracting offers a competitive total benefits and compensation package including performance-based bonuses, premium health care coverage including vision and dental, employer-matched 401(k), wellness reimbursement program, paid holidays and time-off, and other voluntary benefits and leave types. The determination of salary is based on the candidate’s individual professional experience, qualifications, education, skills, and training. HITT Contracting is an equal opportunity employer. We are committed to hiring and developing the most qualified individuals based on job-related experience, skills, and merit. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. We value a respectful, inclusive workplace where everyone has the opportunity to succeed. HITT Contracting maintains a drug-free workplace, consistent with applicable local, state, and federal laws.

Lending Specialist

Lending Specialist Job ID: 151928 Location: Fort Worth, TX | Onsite Compensation & Schedule: $28–$30/hour (commensurate with experience) Monday–Friday, 8:30 AM – 5:30 PM ROLE IMPACT As a Lending Specialist , you will take full ownership of the client lending consultation process, from financial prequalification through funding strategy execution. This is a results-driven role for someone who thrives on precision, accountability, and proactive client communication. You’ll work directly with high-potential entrepreneurs to assess eligibility, deliver insight-backed lending recommendations, and structure strategic funding plans that align with client goals. This position is ideal for a high-performing professional who is energized by deadlines, motivated by outcomes, and skilled in navigating complex lending scenarios with confidence and clarity. CORE RESPONSIBILITIES Drive and lead client lending consultations with precision and professionalism Analyze personal financials, credit reports, and business goals to assess loan readiness and strategic fit Own the prequalification process —evaluate risk and deliver clear funding recommendations Communicate outcomes decisively to clients, consultants, and referral partners with speed and accuracy Educate stakeholders on SBA and conventional lending policies, eligibility, and timelines Maintain strong, proactive relationships with brokers, franchisors, lenders, and internal teams Deliver difficult messages (e.g., denials, ineligibility) tactfully, with poise and professionalism Collaborate with internal lending operations to ensure smooth documentation handoffs Track all client engagement meticulously in the CRM and maintain clean, audit-ready records Handle refund decisions for clients based on the prequalification assessments you conduct MINIMUM QUALIFICATIONS 2 years’ experience in lending, finance, consulting, or a performance-based client service role Deep knowledge of SBA and bank lending processes, credit analysis, and loan eligibility criteria High school diploma required; advanced coursework in finance or business preferred Advanced proficiency with Microsoft Office Suite; CRM or Salesforce experience a plus Confident communicator and strong decision-maker with executive presence Unwavering attention to detail and a passion for process optimization Demonstrated ability to handle multiple clients and deadlines with ease and control Travel may be required for high-impact business engagements WHAT SUCCESS LOOKS LIKE You make swift, informed decisions that move clients forward You keep every stakeholder in the loop—before they have to ask You hit the ground running, master complex systems quickly, and elevate the client experience You thrive under pressure and never let balls drop You are the go-to resource for trusted funding strategy WHY JOIN US This is more than just a role—it’s a launchpad for high achievers. At the company, we reward initiative, celebrate clarity, and value strategic thinking. If you’re looking for a career where your results are visible, your input is valued, and your pace is matched, this is the opportunity for you. LEGAL NOTICE By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at: https://www.cornerstonestaffing.com/privacy FW123