Assists the Project Manager in contract close-out procedures to ensure that all terms and conditions of contracts have been complied with prior to final payment to contractor.
February 04, 2023
Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
October 03, 2022
Manage workload with accountability for business KPIs - order budgets, proposal timeliness, cycle time, hit rate/win rate, risk compliance and project profitability.
December 18, 2022
Prepare and/or review financial statements, budgets/reports to include but not limited to operating expense reconciliation (CAM Rec), rent roll analysis, monthly financial reports/summaries.
February 26, 2023
Demonstrated ability to work independently and across a matrix organization partnering with marketing, sales, capabilities, decision sciences, technology teams and external vendors to deliver solutions at top speed.
March 04, 2023
Review all renewals with the producer at least 120 days prior to expiration to determine marketing strategies.
March 09, 2023
Actively participates with Commercial Lending support staff to ensure that all documentation is in place, applicable terms and conditions are adhered to, and required financial exhibit due dates are monitored, with exhibits received from customers in a timely manner.
April 12, 2023
Maintains intimate knowledge of lease agreements, ensures compliance with the best interest of the assets, owners, and Company to mitigate risks.
May 07, 2023
Works independently and with Independent Representatives to develop sales opportunities and assists in developing the pipeline for future sales activity through daily interactions with Customers.
May 09, 2023