NewTax Manager JobotTax ManagerDetroit, MIRemote$140,000–$170,000 / yearInformation 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. The ideal candidate will have a strong background in public accounting, with a focus on complex tax returns for S Corp and Partnerships and their HNW owners.
Project Manager DCS CorporationProject ManagerSterling Heights, MIA Master's Degree in a specialized field* plus a minimum of 6 years of applicable experience or, a Bachelor's Degree in the specialized field* plus 8 years of applicable experience, or a Associates Degree with 10 years, or a High School Diploma/GED with 16 years in any field with a minimum of 9 years of specialized experience. Experience with DoD Acquisitions, managing multiple engineering change proposals, modification work orders and procurement work directives that are associated with combat system survivability, lethality, cab, tracked chassis and auxiliary systems.
NewGeneral Manager Central Conveyor Company, LLC (a member of the Tsubaki Group)General ManagerWixom, MIThe General Manager is responsible for planning, directing, and coordinating the personnel and processes within multiple departments, including Business Development/Sales, Project Management and Estimating, while focusing on safety, quality, productivity, and profitability. Description:Central Conveyor Company (a member of the Tsubaki Group) is a turn-key Systems Integrator with a complete portfolio of conveyance solutions and products for the Automotive, Parcel & Logistics, and Warehouse & Distribution markets.
NewProject Manager Michael Page USAProject ManagerDetroit, MI$90,000–$130,000 / yearFull timep>We are looking for a skilled and results-driven Construction Project Manager with expertise in multi-family construction to oversee and manage projects in the vibrant city of Detroit. As we continue to expand, we are seeking a dynamic and experienced Construction Project Manager specializing in multi-family construction to join our team.
NewMopar Glass Programs & Product Line Manager StellantisMopar Glass Programs & Product Line ManagerAuburn Hills, MIThis role is responsible for defining product strategy, identifying market opportunities, managing launches, and partnering cross-functionally with engineering, sales, operations, quality, and supply chain teams to deliver competitive products for Wholesales Distributors and Dealers. The ideal candidate brings a strong understanding of the automotive industry, product lifecycle management, customer requirements, pricing strategy, and market analysis, with experience in glass, glazing, or closely related automotive components.
NewPlatform Product Manager - Connected Services StellantisPlatform Product Manager - Connected ServicesAuburn Hills, MIBuild scalable frameworks for regional product offerings, market-specific content, and vehicle configuration compatibility, including during pre-contract planning, determining the technical dependencies for features to be deployed on vehicles. Lead the full product lifecycle of Stellantis’ Subscription Services Platform, enabling seamless bundling, entitlement, and delivery of connected services across global regions and vehicle models.
NewIAM Product Line Manager StellantisIAM Product Line ManagerAuburn Hills, MIThe Product Line Manager works cross-functionally with purchasing, supply chain, marketing, sales, engineering, and supplier partners to support product launches, maintain competitive product offerings, and drive category performance. The Product Line Manager – Independent Aftermarket (IAM) Parts is responsible for the day-to-day management, performance, and growth of assigned product lines within the automotive aftermarket portfolio.
NewIAM Product Line Manager- OES StellantisIAM Product Line Manager- OESAuburn Hills, MIThe Product Line Manager works cross-functionally with purchasing, supply chain, marketing, sales, engineering, and supplier partners to support product launches, maintain competitive product offerings, and drive category performance. The Product Line Manager – Independent Aftermarket (IAM) Parts is responsible for the day-to-day management, performance, and growth of assigned product lines within the automotive aftermarket portfolio.
NewPortfolio Manager Canadian Imperial Bank of CommercePortfolio ManagerBirmingham, MI$120,000–$135,000 / yearThe Portfolio Manager primary purpose is to ensure objectives related to credit underwriting and internal portfolio management are met, in addition to supporting the workflow of the Commercial Team of RMs and commercial lending associates. We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.
IT Portfolio Manager thyssenkrupp MaterialsIT Portfolio ManagerSouthfield, MichiganThis Business Unit has been providing Warehousing and Distribution, Asset-Based Transportation and Quality Solutions to the automotive, renewable energy, commercial construction, heavy industrial, eCommerce, and manufacturing industries since 1966. 5 or more years of project management experience, program management experience or portfolio management experiences, including 5 or more years of experience working with business stakeholders within a cross-functional matrix environment.
Special Assets Portfolio Manager II Fifth Third BancorpSpecial Assets Portfolio Manager IIFarmington Hills, MIAssists Workout Officers in coordinating the accumulation of all files (Credit, Collateral, SBA, shadow, side, etc.) to perform a thorough review of high risk banking relationships, ensuring financial statements are current and spread correctly to allow for a detailed review/analysis of: a)Balance Sheet leverage and liquidity; b) Income Statement margin performance and profitability/loss and resulting operating cash flows; c) collateral liquidation coverage margin vs. GENERAL FUNCTION: The Special Assets Portfolio Manager II is a key member of the "coverage team", directly accountable for managing a portfolio of more complex, and typically larger stressed banking relationships through their review of updated financial statements, proactive monitoring, and interaction with the Credit Analysts and SAG Relationship Managers.
Portfolio Manager De Lage Landen Financial Services IncPortfolio ManagerWayne, MI$65,262–$97,894 / yearDLL's wellbeing ambition is to educate, equip and empower members to build connections, manage their mental, emotional, physical and financial wellness and maintain balance between work and the other priorities that make up their lives. DLL is a global asset finance company that partners with manufacturers, dealers, distributors, and end users to facilitate access to equipment and technology.
Associate Portfolio Manager NorthmarqAssociate Portfolio ManagerBerkley, CO$85,000–$105,000 / yearThis position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, reviewing and analyzing borrower consent requests, calculating/coordinating loan payoffs, and satisfying investor requirements. Specific responsibilities include: Working with a diverse range of Life Insurance lenders, companies, private clients, and investment lenders, providing a personalized, client-centric experience tailored to each lender's specific guidelines and requirements.
NewCommercial Portfolio Manager III - Huntington Technology Finance (Underwriter) Huntington Bancshares IncCommercial Portfolio Manager III - Huntington Technology Finance (Underwriter)Detroit, MI$93,000–$208,000 / yearIn addition to underwriting responsibilities, the Commercial Portfolio Manager III provides guidance and mentorship to junior team members, assists with process improvement initiatives, and contributes to the overall quality and consistency of credit decisioning across the portfolio while adhering to all regulatory and compliance guidelines. This role demonstrates advanced credit expertise, exercises independent judgment in evaluating credit risk, and serves as a trusted resource to peers, relationship managers, and credit leadership.
Residential Portfolio Manager Farbman GroupResidential Portfolio ManagerDetroit, MichiganThis role involves strategic planning, operational oversight, and team leadership to ensure the delivery of exceptional living experiences and maximize portfolio profitability. Farbman Group is seeking a skilled Residential Portfolio Manager to oversee the performance and management of our residential property portfolio.
Senior Manager - Solution Portfolio Manager Deloitte Touche Tohmatsu LtdSenior Manager - Solution Portfolio ManagerMI$163,000–$322,100 / yearExperience working in Finance, ERP, or enterprise software product contexts preferred; managing, creating, or implementing solutions/ products that support automation of finance functions such as Record to Report. As a Senior Manager and Solution Portfolio Manager within our Finance Transformation Tech Enablement team, you will own the product strategy, market sizing, competitive fit, and portfolio prioritization for the Finance Operate Platform.
M&A Innovation and Asset Portfolio Manager Deloitte Touche Tohmatsu LtdM&A Innovation and Asset Portfolio ManagerMI$128,000–$252,500 / yearThe successful candidate will bring strong experience managing portfolios of tools and initiatives across their full lifecycle, scanning the external landscape for emerging trends and competitive signals, and engaging with vendors and technology partners to assess fit and value. The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating lasting impact.
Wealth & Investment Portfolio Manager III Huntington National BankWealth & Investment Portfolio Manager IIIBirmingham, MichiganAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Portfolio Manager - UAS Mettle OpsPortfolio Manager - UASMadison Heights, MichiganThis role operates in a professional office environment with cross-functional interaction across engineering, operations, business development, marketing, and leadership teams. This role owns portfolio strategy, market positioning, and performance, with a focus on Amazon-capable offerings, hire-to-consult solutions, and digital discoverability.
Sr Commercial Portfolio Manager (Monitoring) - Equipment Finance Huntington Bancshares IncSr Commercial Portfolio Manager (Monitoring) - Equipment FinanceBloomfield Hills, MI$70,000–$154,000 / yearAs appropriate, assists in optimizing customer relationships working directly with Relationship Managers, Treasury Management, and other team members to effectively grow fees, deposits, and portfolio revenue by presenting practical Huntington financial solutions to customers. Summary: The Commercial Portfolio Manager - Equipment Finance services, deepens, and retains assigned profitable customer relationships by pro-actively evaluating and mitigating associated business risks and opportunities, per established Huntington policies, procedures, and Guiding Principles.
Commercial Leasing Portfolio Manager Friedman Real Estate Group IncCommercial Leasing Portfolio ManagerFarmington Hills, MIp>This position reports to the Managing Director - Leasing and collaborates closely with Friedman's internal teams (construction, legal, accounting, brokerage, and property management), as well as third‑party clients, and external brokers. The ideal candidate is a strategic thinker with strong real estate acumen, excellent communication skills, and the ability to manage complex deals from initial prospect engagement through execution.
Portfolio Manager, Supplier Excellence Republic National Distributing CoPortfolio Manager, Supplier Excellencelivonia, MIConsults with supply chain team, purchasing, demand planners and centralized buying teams to optimize inventory levels within the state, adhere to mutually agreed upon days on hand and deliver accurate forecasting models that serve to deliver supplier annual operating plans. The Portfolio Manager of Supplier Excellence is responsible for delivering mutually beneficial needs and driving results for RNDC, our customers and our supplier partners through regular collaboration and ongoing communication that optimizes states sales execution.
Portfolio Manager II - Trust Investments DTE Energy CoPortfolio Manager II - Trust InvestmentsDetroit, MIMinimum Education & Experience Requirements • Bachelors degree in Business, Finance or other business-related or analytical/technical discipline and at least 8 years of experience in business/financial or quantitative analysis, inclusive of at least 6 years of investment experience OR • MBA and at least 6 years' experience in business/financial or quantitative analysis inclusive of at least 6 years of investment experience • CFA/CAIA certification can count towards 2 years of investment experience requirement* • Experience working with PowerPoint, Excel and Word. Testing Required: Not Applicable Number of Positions: 1 Apply by: Until filled Location: Detroit - Walker Cisler Building Bidding Restriction: 1 Year Hybrid Role: This role is hybrid, with an established schedule of in-person work required at an assigned work location.
NewCommercial Portfolio Manager Sr - Equipment Finance (Underwriter) Huntington Bancshares IncCommercial Portfolio Manager Sr - Equipment Finance (Underwriter)Detroit, MI$63,000–$154,000 / yearSummary: The Senior Commercial Portfolio Manager - Equipment Finance analyzes and monitors credit worthiness of assigned customers/accounts and recommends and/or approves credit within established guidelines. Spread business and personal financial statements and tax returns using Moody's software to analyze multi-year trends and ratios from.
NewWealth and Investment Premier Portfolio Manager - Sr. Huntington Bancshares IncWealth and Investment Premier Portfolio Manager - Sr.Detroit, MISummary: The Wealth and Investment Premier Portfolio Manager - Senior manages small/medium and less complex portfolios associated with Trust accounts based on the needs of the client/beneficiary and the associated investment objective. Duties and Responsibilities: Works closely with the Trust account to monitor investment performance and to point the account toward the most appropriate Huntington investment strategies considering the nature of the account.
Wealth & Investment Portfolio Manager III Huntington Bancshares IncWealth & Investment Portfolio Manager IIIBirmingham, MIAll unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
Senior Manager, Corporate Portfolio and M&A Fresenius Kabi AGSenior Manager, Corporate Portfolio and M&AMI$160,000–$170,000 / yearReporting into the Senior Director Corporate Portfolio and M&A, the Senior Manager, Corporate Portfolio and M&A will play key role in management and growth of Fresenius Kabi's corporate portfolio through organic and inorganic strategic projects and new business development opportunities such as digital health, venture investments and emerging technologies. Work closely with functional leads, business owners, regional heads and collaborate with global cross functional teams to deliver on corporate projects through due diligence, business case development, board approvals and execution.
Market Development Manager: Distributor Sales Alternative Beverage Portfolio Sazerac Company IncMarket Development Manager: Distributor Sales Alternative Beverage PortfolioDetroit, MISazerac Company produces and markets the most award-winning bourbons and whiskeys in the world, including Buffalo Trace, Pappy Van Winkle, Eagle Rare, Blanton's, Traveller, and Sazerac Rye. Our Louisville office has been named one of the "Best Places to Work in Kentucky" four times, and our Buffalo Trace Distillery has earned the title of "world's most award-winning distillery" through the dedication of our craftsmen for well over 200 years.
Portfolio Manager DTE Energy CoPortfolio ManagerDetroit, MIResponsibilities to include: Develop financial forecasts and monitor financial performance against project pro forma, updated project forecasts and recommend corrective actions reducing or managing costs. Coordinate and develop communication channels while providing financial support to operational personnel and project sites to ensure effective collaboration and execution.
Commercial Portfolio Manager- Senior Huntington Bancshares IncCommercial Portfolio Manager- SeniorDetroit, MISummary: Working with minimal supervision, the Commercial Portfolio Manager-Senior is responsible for managing assigned portfolio(s) and providing support to Commercial group leader(s), Regional Credit Officer, and Relationship Manager team (RM's) in the areas of credit underwriting, portfolio management, compliance, and monitoring of new and existing loans and customer relationships within the portfolio. Duties & Responsibilities: Manages a moderately complex portfolio of commercial loans and customers in partnership with the assigned relationship manager, group leader, Regional Credit Officer and other stakeholders.
North America Portfolio Planning Manager Stellantis NVNorth America Portfolio Planning ManagerAuburn Hills, MIThe Portfolio Planning Manager will work with a variety of organizations including but not limited to Design, Brand, Engineering, Supply Chain and Finance providing data analysis, alternatives, research summarization and program support work as required by the larger organization. Inspired by the challenge of delivering new automotive products, the Portfolio Planning team strives to understand the core motivations of our customers and leverage them to develop a focused product portfolio in a fast-paced environment.
Staff Product Manager - ADAS Portfolio & Cost Optimization GMStaff Product Manager - ADAS Portfolio & Cost OptimizationWarren, MichiganOur mission is to deploy autonomy deliberately and profitably across GM’s portfolio, leveraging common platforms, data, and disciplined product strategy to improve safety, unlock new customer value, and create sustainable business outcomes globally. Lead portfolio‑level initiatives focused on reducing system complexity and cost while preserving customer value, safety performance, and long‑term scalability across GM’s autonomous driving products.
Staff Product Manager - ADAS Portfolio & Cost Optimization General Motors CoStaff Product Manager - ADAS Portfolio & Cost OptimizationWarren, MIBenefit options include medical, dental, vision, Health Savings Account, Flexible Spending Accounts, retirement savings plan, sickness and accident benefits, life insurance, paid vacation & holidays, tuition assistance programs, employee assistance program, GM vehicle discounts and more. Our mission is to deploy autonomy deliberately and profitably across GM's portfolio, leveraging common platforms, data, and disciplined product strategy to improve safety, unlock new customer value, and create sustainable business outcomes globally.
Portfolio Program Manager - TELUS Health Telus CorpPortfolio Program Manager - TELUS HealthDetroit, MI$91,000–$141,000 / yearWe improve lives through our technology solutions and foster a culture of innovation that empowers team members to solve complex problems and create remarkable human outcomes in a digital world. The Portfolio Program Manager sits within the Portfolio & Organic Growth Office, acting as the central governance and program management lead for TELUS Health's product portfolio.
Regional Property Manager (Market Rate Portfolio) - Utica, MI KMG PrestigeRegional Property Manager (Market Rate Portfolio) - Utica, MIUtica, MI$85,000–$95,000The Regional Property Manager is responsible for overall site operations as well as motivating and training their teams through effective leadership and innovative ideas. Do you want to be part of a team that was rated as one of the top 100 workplaces to be a part of by the Detroit Free Press, five years in a row?
Senior Loan Portfolio Analyst NorthmarqSenior Loan Portfolio AnalystBerkley, COThis position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for financial statement and rent roll analysis, watchlist/surveillance, reserve disbursement requests, new loan audits, reviews, and analyzing borrower consent requests, as well as calculating/coordinating loan payoffs and satisfying investor requirements. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management.
Director, ABL Portfolio Management Fifth Third BancorpDirector, ABL Portfolio ManagementDetroit, MI$96,500–$207,500 / yearDirectors are directly accountable for managing a complex portfolio of accounts through their review of financial statements, collateral reporting (including borrowing base certificate analysis, appraisals of M&E and Real Estate along with any additional 3rd party work such as Field Exams), proactive monitoring, and partnership with the appropriate Relationship Managers. GENERAL FUNCTION: The Director, ABL Portfolio Management participates in the execution and achievement of the Fifth Third Commercial Bank's Asset Based Lending (ABL) strategic initiatives through day-to-day relationship management of a complex portfolio of ABL customers.
Portfolio Management Team Lead - Captive Insurance Banking Huntington Bancshares IncPortfolio Management Team Lead - Captive Insurance BankingMIp>Portfolio Management Team Lead will help establish the portfolio management, collateral management and policy infrastructure for the Captive Insurance Banking division. In addition, Huntington provides a variety of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, paid leave programs, paid holidays and paid time off (PTO).
VP Portfolio Management, Car Audio Harman International Industries IncVP Portfolio Management, Car AudioNovi, MI$240,000–$352,000 / yearWork closely with marketing and business pursuit teams to help craft an effective marketing pitch for the platforms and support showcasing Platform solutions at different venues like CES, Geneva, and Technology days. Work closely with Finance Controlling and Engineering groups, Global customer Sales BUs to define and control the overall budget on platform and product investments, and to manage the portfolio of business to meet the Car Audio BU goals.
VP Portfolio Management, Car Audio Harman Becker Automotive Systems Manufacturing KftVP Portfolio Management, Car AudioNovi, MichiganWork closely with marketing and business pursuit teams to help craft an effective marketing pitch for the platforms and support showcasing Platform solutions at different venues like CES, Geneva, and Technology days. Work closely with Finance Controlling and Engineering groups, Global customer Sales BUs to define and control the overall budget on platform and product investments, and to manage the portfolio of business to meet the Car Audio BU goals.
Investment Portfolio Associate Raymond James Financial IncInvestment Portfolio AssociateBirmingham, MIWe expect our associates at all levels to: • Grow professionally and inspire others to do the same • Work with and through others to achieve desired outcomes • Make prompt, pragmatic choices and act with the client in mind • Take ownership and hold themselves and others accountable for delivering results that matter • Contribute to the continuous evolution of the firm. • Bachelor's Degree (B.A.) in related field with a minimum of two (2) years of experience in financial services environment with an emphasis on conducting market research and analysis, or any equivalent combination of education, experience and/or training approved by Human Resources.
Director, Portfolio Governance Regeneron PharmaceuticalsDirector, Portfolio GovernanceWarren, MichiganThe Director, Portfolio Governance is a strategic leadership role accountable for designing, enabling, and continuously improving the Development governance framework that drives high-quality, timely decision-making across the development portfolio. This role is a hands-on contributor and people manager responsible to build relationships at all levels of the organization in order to solicit and action stakeholder input regarding the governance framework.
Director - Real Estate Portfolio Americas Robert Bosch GmbHDirector - Real Estate Portfolio AmericasFarmington Hills, MIFull Lifecycle Leasing: Lead end-to-end leasing activities, from defining user requirements and workspace layouts to negotiating "Heads of Terms" and managing broker networks and legal counsel. This real estate portfolio leader is responsible for all 340 locations with the Bosch North America Business Divisions (North and South America regions).
Michigan Portfolio Director ICFMichigan Portfolio DirectorDetroit, MichiganPay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The Portfolio Director is responsible for driving strategic leadership and business growth through the design, implementation, and expansion of utility-sponsored energy efficiency, electrification, and demand-side management (DSM) programs.
Michigan Portfolio Director ICF International IncMichigan Portfolio DirectorDetroit, MI$144,381–$245,448 / yearPay Range - There are multiple factors that are considered in determining final pay for a position, including, but not limited to, relevant work experience, skills, certifications and competencies that align to the specified role, geographic location, education and certifications as well as contract provisions regarding labor categories that are specific to the position. The Portfolio Director is responsible for driving strategic leadership and business growth through the design, implementation, and expansion of utility-sponsored energy efficiency, electrification, and demand-side management (DSM) programs.
Clinical Sales Specialist (CSS), Endoscopy - Full Portfolio (Michigan) Ambu A/SClinical Sales Specialist (CSS), Endoscopy - Full Portfolio (Michigan)Michigan, MIRemoteThe Clinical Sales Specialist (CSS) serves as a field-based expert, partnering with Territory Managers (TMs) and RSDs to drive product utilization, strengthen customer relationships, and elevate the Ambu value story through education, clinical excellence, and health economics. This role requires a highly motivated, clinically knowledgeable individual who thrives in a fast-paced, cross-functional environment and is passionate about improving patient outcomes and healthcare efficiency through single-use innovation.
Portfolio Maintenance & Operations Leader Ford Motor CoPortfolio Maintenance & Operations LeaderDearborn, MI$115,500–$218,100 / yearIn our Office of General Counsel, you'll be part of an organization that collaborates with outside counsel to operate as a global team and deliver world-class legal, tax and audit services to client groups throughout the company. Develop, maintain and refine scopes of work, operations plans, and innovative tools that ensure the efficient and consistent operation of the portfolio while achieving safety, quality, cost, and performance metrics.
Commercial Credit Manager Mercantile BankCommercial Credit ManagerTroy, MIFull timeAs a Commercial Credit Manager, you will play a key role in carrying that legacy forward, leading a high-performing team responsible for delivering quality credit analysis and supporting smart, strategic growth across the Bank. Lead, develop, and manage a team of Portfolio Managers, Credit Analysts, and interns, building a strong talent pipeline for future roles across the Bank.
Director Client Success, Legal Portfolio Intapp IncDirector Client Success, Legal PortfolioMIThe Director Client Success, Legal Portfolio is a people leader on Intapp's Client Success team, responsible for inspiring, developing, and coaching a team of client success professionals to consistently deliver strong client outcomes with predictable results across the US Midwest and West. This role sits at the intersection of team leadership and client strategy, ensuring your portfolio of enterprise legal accounts is healthy, growing, and realizing the full value of their Intapp investment.
Senior Relationship Manager, Middle Market (Detroit, MI) Flagstar Bank NASenior Relationship Manager, Middle Market (Detroit, MI)Troy, MI$116,238.75–$239,774 / yearCredit Quality: Working with assigned portfolio managers, ensure pro-actively monitoring credit quality of portfolio through timely financial statement gathering, monitoring client's compliance with ongoing required reporting, properly analyzing financial information and taking or recommending appropriate corrective actions based on acceptable levels. Strategic Planning: Partnering with regional leadership to create a strategic plan for the Group and creating action plans to ensure the achievement of the plan including setting and tracking individualized goals for each team member in regards to production and revenue, and forecasting results for management based on existing pipelines.