NightOwl Consulting

Performance Marketing

• Create, launch, and manage paid ad campaigns across social media and search platforms.
• Set up and maintain manager accounts on Facebook, Google Ads, and other platforms.
• Monitor campaign performance, analyze metrics, and optimize campaigns for best results.
• Collaborate with the team to implement campaign strategies and achieve marketing goals.
• Provide regular reports on ad performance, spend, and ROI.

Paid Ads/Media Specialist

Engineer

• Prepare detailed estimates and technical proposals for EV charging station projects
• Review RFQs, RFPs, and project documentation to determine scope, cost drivers, and proposal strategy.
• Develop RFP/RFQ responses for qualified solicitations
• Gain expert level understanding of RFP/RFQ response software Responsive IO
• Work closely with the client’s sales, engineering, and operations teams to gather requirements, technical specifications, and pricing information.
• Identify labor, materials, equipment, subcontractor needs, and permitting costs for accurate budgeting.
• Assist in developing bill of materials (BOMs) and preliminary system designs or layouts for proposed EV charging solutions.
• Coordinate with vendors and suppliers to obtain up-to-date pricing and lead time information.
• Ensure all proposals are submitted on time and meet quality, accuracy, and compliance standards.
• Support post-proposal clarification requests and updates, including scope revisions and change orders.
• Track and document proposal status, client feedback, and win/loss data to support continuous improvement.
• Stay up to date on EV charging technologies, codes, standards, and industry trends to ensure best-in-class estimates.

Estimator – Engineer

Accounting Manager

• Participate in the full accounts payable cycle, including setting up new vendors; processing vendor invoices, employee reimbursements, and all other pay requests; weekly production of checks; monitoring the status of vendor statements; maintaining vendor records; and responding to inquiries in a timely manner.
• Ensure compliance with all federal, state, and local laws; regulatory and tax laws; Taxpayer Identification Number matching; Office of Foreign Assets Control (OFAC) checking; and vendor 1099 processes, as well as company policies, procedures, and regulations.
• Process all approved invoices and payment requests including, but not limited to, facility rents, appraisal payments, borrower refunds, and/or Team Member reimbursements.
• Research questioned items and transactions as requested and prepare any adjusting entries necessary to correct expense accounts.
• Perform complex journal entries including month-end and year-end accruals and account reconciliations.
• Record entry of, verify documentation for, and distribute petty cash.
• Identify and ensure outstanding obligations are credited upon payment. Identify discount opportunities. Issue purchase order amendments or stop-payment orders as needed.
• Compile statistical, financial, accounting, and auditing reports and tables pertaining to matters including, but not limited to, cash receipts, expenditures, and other accounts payable transactions.
• Assist with annual 1099 reporting.
• Assist with training Accounts Payable Team Members.

Accounting Associate

Product Adoption Specialist

• Design and implement advanced WalkMe solutions to enhance user experience, including the development and deployment of custom content using features such as automation, field validation, and ActionBots.
• Lead digital adoption projects from inception to completion, ensuring timely delivery and alignment with project goals.
• Provide support to the user base by resolving support tickets in a timely and accurate manner.
• Stay current with WalkMe trends, platform enhancements, and integrations to identify and recommend process improvements.
• Maintain an understanding of CCM’s business processes and IT platforms to ensure alignment between adoption initiatives and company goals.
• Partner with WalkMe Support and internal teams to configure systems for new features, tracking, accessibility, and other custom developments.
• Analyze user engagement data to identify patterns, generate insights, and prepare actionable reports and recommendations.
• Collaborate with departments across the organization to identify digital adoption needs and propose tailored solutions.
• Mentor junior team members by sharing best practices and providing guidance on WalkMe solution design.
• Ensure quality assurance (QA) by testing published content in test and production environments to validate performance and accuracy.
• Document thoroughly within the WalkMe Editor, providing detailed notes on steps, engagements, and rules to support transparency and future updates.
• Maintain accurate project tracking in the project management system, including deliverables, sub-tasks, change requests, and time logs.
• Develop and monitor reports on user adoption metrics, engagement rates, and behavior analytics using WalkMe tracking features.
• Manage and resolve WalkMe service tickets in accordance with standard response times and service-level expectations.

Digital Adoption Specialist

Recruitment

• Perform administrative duties, such as maintaining candidate information accurately in the recruiting tracker.
• The accurate creation of candidate packets in a timely manner.
• Assist the talent acquisition team in doing the following: online job postings, shortlisting candidates, and scheduling job interviews
• Coordinate interview schedules, updates, and developments with candidates regarding their application.
• Conduct initial interviews.
• Conduct verification of new documents.
• Other ad-hoc duties as assigned

Talent Acquisition Associate, Fresh Grads Encouraged to Apply

Executive Assistant

• Manage and maintain the Loan Officer’s (LO) calendar, including setting, scheduling, and following up on appointments with clients, realtors, and other stakeholders.
• Organize and update the LO’s Customer Relationship Management (CRM) system by adding, categorizing, and manually entering leads, realtor contacts, and other business relationships.
• Maintain and update the Lead Contact Tracker List, ensuring accurate data and timely follow-ups.
• Handle email correspondence, prioritize tasks, and ensure timely responses to inquiries.
• Track, request, and respond to customer reviews to maintain a positive online reputation.
• Manage social media accounts, including content creation, ad design, and consumer interaction to promote engagement and maintain a strong online presence.
• Develop and execute ad campaigns across various online marketing channels to enhance brand awareness and generate leads.
• Use Account Engagement in Salesforce to create marketing campaigns, track customer engagement, and measure campaign performance.
• Assist in the creation of visually appealing and compelling content for marketing materials, including social media, email campaigns, and other digital platforms.
• Develop and maintain strong relationships with leads, clients, and referral partners to ensure timely follow-up and consistent communication.
• Assist with lead nurturing and follow-up through personalized outreach and communication.

Executive Assistant, Marketing Experience

Analyst

• Generate and review Initial Closing Disclosure (ICD) documents for accuracy and completeness in accordance with company policies and regulatory requirements.
• Ensure that the ICD is sent to the borrower at least three business days prior to closing, adhering to TRID (TILA-RESPA Integrated Disclosure) regulations.
• Review loan terms, fees, taxes, and other financial data to ensure they are accurately reflected in the ICD.
• Cross-check all loan documentation to ensure alignment with underwriting conditions and customer information.
• Identify and resolve any discrepancies in loan documentation prior to issuing the ICD.
• Stay up to date with federal and state mortgage regulations (including TRID) to ensure all disclosures meet legal standards.
• Maintain detailed records of all issued ICDs and monitor timelines to ensure compliance with the three-day disclosure rule.
• Work closely with loan officers, underwriters, processors, and closing coordinators to ensure all necessary data is collected and accurately reflected in the ICD.
• Communicate with the loan origination team to address any borrower questions or concerns regarding the closing disclosure.
• Conduct quality control checks on all ICDs before submission to ensure there are no errors or omissions.
• Report any issues or trends regarding ICD errors or compliance risks to management for further review.

Closing Disclosure Analyst

Marketing

• Manage and execute social media marketing campaigns across Facebook, Instagram, and LinkedIn.
• Design and develop high-quality presentations, including slide decks and custom 8.5x11 materials.
• Assist with video content creation, including scriptwriting and light video editing (via AI tools or script books).
• Write engaging scripts for a variety of topics and audiences.
• Edit and update existing presentation content (e.g., First-Time Homebuyer slide deck for real estate meetings).
• Refresh and recreate program materials such as the “Sell Like Builders” packets, including rate and payment updates (rebuilding files when originals are unavailable).
• Design property-specific open house flyers and create reusable flyer templates with updated details/photos via TotalExpert.
• Utilize Adobe Creative Suite or TotalExpert to produce visually compelling marketing collateral.

Marketing Assistant

Insurance

• Process new commercial policy applications, endorsements, renewals, and cancellations
• Review applications and supporting documents for compliance with standards and regulations
• Maintain accurate client files, policy records, and documentation
• Enter and verify data in insurance management and CRM systems
• Provide responsive support to clients, agents, underwriters, and internal service teams
• Ensure compliance with industry regulations and company policies
• Prepare reports on policy processing activities and performance metrics

Insurance Processor

Bookkeeper

• Assist with payroll processing and related reporting using ADP.
• Support bookkeeping tasks, including accounts payable, accounts receivable, and general ledger entries in QuickBooks.
• Help maintain organized financial records and documentation.
• Generate basic financial reports as requested (e.g., expense reports, payroll summaries).
• Support the month-end and year-end closing processes.
• Ensure timely and accurate data entry and maintain compliance with financial policies.
• Assist with onboarding-related financial tasks, such as setting up payroll and tax accounts for new hires.
• Communicate with vendors, employees, and stakeholders regarding payment status or payroll matters, as needed.