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DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: • Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets, • Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work, • Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t., • Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: • This is a full-time or part-time REMOTE position, • You’ll be able to choose which projects you want to work on, • You can work on your own schedule, • Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: • Give AI chatbots diverse and complex problems and evaluate their outputs, • Evaluate the quality produced by AI models for correctness and performance Qualifications: • Fluency in English (native or bilingual level), • Detail-oriented, • Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management, • A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

Requisition ID: 38220 Cheers to creating an incredible tomorrow! At Molson Coors, we tackle big challenges and defy the status quo. With a proud legacy of excellence, an incredible portfolio of beer, seltzers, spirits, and non-alcohol brands, and a bold vision for our future... we’re on the path to transforming the beverage industry. That requires remarkable individuals who are curious, tenacious, and never afraid to fail forward. We seek, value and respect everyone’s unique perspectives and experiences knowing that we are stronger together. We collaborate as a team and celebrate each other’s successes. Here’s to crafting careers and creating new legacies. Crafted Highlights: In the role of Financial Analyst working in Irvine, CA, you will be part of the West Region Sales Team. You will provide finance support to various functions within and outside finance for budgeting, planning, forecasting, reporting, and analysis in a variety of areas. This position reports to Sr Director of Revenue Management and Finance and works closely with regional sales teams and various finance partners throughout our organization. What You’ll Be Brewing: • Obtain information from customers and business partners to draw conclusions about business processes, take a systematic approach to evaluating alternatives, and make recommendations to management, • Use accounting principles and knowledge of internal controls to provide objective, timely, and accurate financial information, • Use financial analysis techniques, tools, and concepts to provide practical counsel to business unit partners and to help drive business results, • Review, evaluate, and prioritize tasks/project assignments and communicate key issues to management, • Assist with Annual Operating Plan (AOP), forecast, month end close, outlining risks and opportunities Key Ingredients: • You have relative Bachelor’s degree OR equivalent experience, • You have 2+ years of Financial Analyst or similar function experience, • You have solid knowledge of GAAP and internal controls, • You have the ability and willingness to travel occasionally for meetings, trainings, and events outside the regional office, • You have strong Excel skills and experience with financial software, • You love a challenge. You complete complex projects quickly and adeptly with your understanding of the business priorities, • You are confident and competent. You are diplomatic, professional and exercise great judgment in developing and maintaining excellent relationships within the business, • You love a challenge. You complete complex projects quickly and adeptly with your understanding of the business priorities, • You build relationships and collaborate to get to the desired outcome, • You take accountability for results – acting with integrity and honoring commitments, • You have a thirst for learning – you are always looking for ways to learn and help one another grow, • You exhibit our core values Beverage Bonuses: • Flexible work programs that support work life balance including a hybrid work model of 4 days in the office, • We care about our People and Planet and have challenged ourselves with stretch goals around our key priorities, • We care about our communities, and play our part to make a difference – from charitable donations to hitting the streets together to build parks, giving back to the community is part of our culture and who we are, • Engagement with a variety of Business Resource Groups, which can provide volunteer opportunities, leadership experience, and networking through the organization, • Ability to grow and develop your career centered around our First Choice Learning opportunities, • Participation in our Total Rewards program with a competitive base salary, incentive plans, parental leave, health, dental, vision, a retirement savings plan with incredible employer match, generous paid time off plans, an engaging Wellness Program, and an Employee Assistance Program (EAP) with amazing resources, • Access to cool brand clothing and swag, top events and, of course... free beer and beverages, • Work within a fast paced and innovative company, meeting passionate colleagues and partners with diverse backgrounds and experiences Molson Coors is an equal opportunity employer. We invite applications from candidates of all backgrounds, race, color, religion, sex, national origin, age, disability, veteran status or any other characteristic. If you have a disability and believe you need a reasonable accommodation during the application or recruitment processes, please e-mail . Pay and Benefits: At Molson Coors, we’re committed to paying people fairly and equitably for the work they do. Job Posting Total Rewards Offerings: $80,300.00 - $105,400.00 (posting salary range) + 10% target short term incentive + $23,000 on average spent on benefits per employee, including but not limited to health, dental, vision, retirement with above market employer match, wellness incentives and EAP + paid time off (including holidays, vacation days and sick days). The posting range provided above for salary is what we, in good faith, believe we would pay for this role at the time of this posting. We ultimately pay based on a number of non-discriminatory factors that inform pay decisions including but not limited to the required work location, previous work experience, skill set and internal equity.

DataAnnotation is committed to creating high-quality AI. Join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity. We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might: Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t. Share clear, structured feedback to help make each new version of the AI smarter and more reliable. To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which projects you want to work on You can work on your own schedule Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work Responsibilities: Give AI chatbots diverse and complex problems and evaluate their outputs Evaluate the quality produced by AI models for correctness and performance Qualifications: Fluency in English (native or bilingual level) Detail-oriented Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management A current, in progress, or completed Masters and/or PhD is is preferred but not required Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. This is an independent contract position.

As a Territory Underwriter Specialist, you’ll market & underwrite Sentry’s products & services to select Commercial Lines independent agents & brokers in a defined territory.We are currently seeking an experienced, self-motivated and results driven individual to fulfill a highly skilled position as a Territory Underwriter Specialist supporting our Irvine Regional office. You will manage and coordinate the sales and placement of middle market business in a wide variety of classes and lines of business. What You'll Do The Territory Underwriter Specialist will be responsible for agent and broker relationships. The ideal candidate will reside in the Greater Orange County territory and will work with the Irvine Regional Office. In addition, you’ll: Solicit accounts through select agents and brokers Evaluate, underwrite, and price prospective accounts to select independent agents Serve as the primary contact with assigned agents and brokers Provide comprehensive sales expertise to increase production through agency channels Work with assigned agents and brokers on the coordinating of resolutions What it Takes Bachelor’s degree or equivalent work experience Minimum of 5 years related work experience, with multi-line middle market underwriting experience handling accounts in construction, manufacturing, wholesale, real estate, and service industries preferred Knowledge of the Southern California marketplace, and existing or past relationships with larger independent agents preferred Previous technical insurance experience, preferably with sales Experience with underwriting large complex accounts Exceptional communication and relationship building skills Strong business and pipeline development skills Ability to meet travel requirements as you’ll be prospecting new business opportunities in an agent office; meeting with insureds during safety inspections, and participating in mid-year claims review meetings Ability to travel and have a valid driver’s license with the ability to maintain an acceptable motor vehicle record Based on experience and qualifications, the pay range for this position is: $144,720-$217,200 annually. What You'll Receive At Sentry, your total rewards go beyond competitive compensation. Below are some benefits and perks that you’ll receive. Company car with gas card. 401(K) plan with a dollar-for-dollar match on your first eight percent, plus immediate vesting to help strengthen your financial future. Continue your education and career development through Sentry University (SentryU) and utilize our Tuition Reimbursement program Generous Paid-Time Off plan for you to enjoy time out of the office as well as Volunteer-Time off Group Medical, Dental, Vision, Life insurance, Parental leave, and our Health and Wellness benefits to encourage a healthy lifestyle. Well-being and Employee Assistance programs Sentry Foundation gift matching program to encourage charitable giving. About Sentry We take great pride in making Forbes’ list of America’s Best Midsize Employers. A lot of different factors go into that honor, many of which contribute to your job satisfaction. Our bright future is built on a long track record of success. We got our start in 1904 and have been helping businesses succeed and protect their futures ever since. Because of the trust placed in us, we’re one of the largest and financially strongest mutual insurance companies in the United States. We’re rated A+ by A.M. Best, the industry's leading rating authority. Our headquarters is in Stevens Point, Wisconsin, with offices located throughout the United States. From sales to claims, and information technology to marketing, we enjoy a rewarding and challenging work environment with opportunities for ongoing professional development and growth. Get ready to own your future at Sentry. Opportunities await! Joe Larsen Equal Employment Opportunity Sentry is an Equal Opportunity Employer. It is our policy that there be no discrimination in employment based on race, color, national origin, religion, sex, disability, age, marital status, or sexual orientation.

About Konnect Konnect is a privately owned HR consulting firm with deep expertise in helping organizations design and optimize their people operations. Building on this foundation, Konnect is expanding into the SaaS space with the launch of KonnectAi, an AI-powered platform designed to automate and enhance HR workflows across the employee lifecycle. Job Summary: We are looking for a detail-oriented and experienced Payroll Administrator to join our team. The ideal candidate will have a strong background in payroll processing and a thorough understanding of payroll regulations and compliance. This role is essential in ensuring accurate and timely payroll for all employees. Key Responsibilities: • Process bi-weekly, semi-monthly, or monthly payrolls for Konnect's client organizations, ensuring accuracy and compliance with company policies and regulations, with the opportunity to support internal payroll operations for Konnect as the team scales., • Maintain and update payroll information by collecting, calculating, and entering data., • Review and verify timesheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies., • Ensure compliance with federal, state, and local payroll, wage, and hour laws and best practices., • Prepare and distribute payroll reports and statements., • Handle employee inquiries regarding payroll issues and resolve discrepancies., • Coordinate with HR and Finance departments to ensure proper flow and maintenance of employee data., • Manage payroll deductions, including benefits, garnishments, and other withholdings., • Prepare and file payroll tax returns and ensure timely payment of payroll taxes., • Assist in the development and implementation of payroll policies and procedures., • Conduct regular audits of payroll procedures and records to ensure accuracy and compliance., • Stay current with industry trends and best practices in payroll administration. Qualifications: • Bachelor’s degree in Accounting, Finance, Human Resources, or a related field., • Minimum of three years of experience in payroll administration., • Strong knowledge of payroll systems and software (e.g., ADP, Paylocity, Dayforce)., • Excellent attention to detail and organizational skills., • Strong analytical and problem-solving abilities., • Proficiency in Microsoft Office Suite, particularly Excel., • Ability to handle sensitive and confidential information with discretion., • Certification in Payroll Administration (e.g., CPP) is a plus. What We Offer • Compensation: $72,800 annually (equivalent to ~$35/hour), W-2, • Comprehensive benefits package (Medical, Dental, Vision), with 100% of medical premiums covered by Konnect, • Unlimited PTO, • 401(k) with up to 4% match, • Location: Hybrid in Irvine (Tuesday-Thursday) 7515 Irvine Center Dr, Ste 120 Irvine CA, 92618, • Clients: Multiple across industries and service tiers

THE OPPORTUNITY Mitchell Anthony Capital Management ("MACM"), an Irvine based Portfolio Management firm, has an opportunity for a Client Relations Manager (“CRM”) to join our team. The position pays a six figure base salary plus a substantial bonus of 0 - 25% of salary. MACM is an independent Registered Investment Advisor with $350MM in assets under management. The firm manages 3 different strategies across 250 relationships in a pooled manner. The firm is focused on creating alpha and sells index beating results. While the firm is not a hedge fund the firm manages its client accounts in a hedge fund like manner with accounts pooled together for management purposes to simplify and focus the firm on just three strategies and three pools of capital. The firm charges fees that are profit based and/or asset based. The CRM will create and provide financial plans to existing clients using proprietary software and use the planning process to discover new assets and enhance client satisfaction. A skilled Advisor will have the ability to thrive in this environment, with the potential to make a meaningful impact on Asset Growth and to earn significant income. JOB OVERVIEW The Client Relations Manager (CRM) will work directly with clients and service their financial planning and administrative needs, and act as a liaison between the portfolio manager and the client. The FA will strategically evaluate clients' wealth management needs and portfolio performance, and aid in gathering assets from and strengthening existing client relationships. PRIMARY QUALIFICATIONS The CRM will be an ambitious individual who enjoys working with people. The CRM must have tremendous charisma and personality. The CRM must also have strong intuitive and perceptive skills which enable them to understand client needs and effectively act on them, as well as communicate issues as needed to management. The ability to see and communicate the big picture is a must. Client relations experience, or sales experience, in finance required. The CRM will have the opportunity to make a big impact given the small-team environment, including the opportunity to contribute to other areas of the business. The ideal candidate will be a self-starter who is excited about the prospect of growing their career alongside a growing firm. JOB REQUIREMENTS IN BRIEF · 2-5 years of relevant experience · Bachelor's degree · Excellent verbal and written communication skills · Strong intuitive abilities · Ability to work with minimal direction and thrive within a small-team environment NOTE TO ALL APPLICANTS: Please message Mitchell Anthony () and submit your results from the following test along with your application: COMPENSATION & OTHER DETAILS Company: Mitchell Anthony Capital Management Location: Irvine, CA Job Status: Full Time Job Type: Employee Education: Bachelor’s Degree Career Level: Experienced (Non-Manager); 2 to 5 Years Starting Salary: $ 100,000-140,000 Annual Base Salary (Depending on Experience) • Bonus / Profit Sharing / Health & Dental Benefits

For more than 80 years, Western Mutual Insurance Group has provided reliable protection to homeowners throughout the Southwestern United States. Rated A (Excellent) by A.M. Best and consistently recognized among Ward’s Top 50 Property-Casualty Insurers, we are a financially strong and service-focused organization committed to disciplined underwriting and long-term success. We are seeking an experienced Homeowners Insurance Underwriter to evaluate and manage new and renewal business in accordance with company guidelines while exercising sound underwriting judgment. Key Responsibilities • Evaluate and underwrite new homeowners insurance applications to ensure compliance with underwriting standards., • Review renewal policies to assess continued eligibility, changes in exposure, and overall account profitability., • Partner with internal agents to provide underwriting guidance, feedback, and education on company standards., • Apply independent judgment to balance risk selection, retention, and profitability objectives., • Maintain current knowledge of regulatory and coverage variations across AZ, CA, ID, NV, UT, and TX., • Minimum 2 years of direct homeowners/property underwriting experience (P&C background preferred)., • Strong analytical and risk assessment skills., • Effective written and verbal communication skills., • Knowledge of multi-state regulatory requirements., • Proficiency with underwriting platforms and office software., • Competitive base salary with performance-based bonus opportunity., • Profit sharing and 401(k) plan., • Comprehensive benefits including medical, dental, life insurance, LTD, paid time off, and holidays., • Tuition reimbursement and professional development opportunities. NON-SMOKING OFFICE Please see our Privacy Notice For Job Applicants here:

Are you looking to join an organization that is growing and dynamic? What about a high-energy, collaborative environment that rewards hard work? J.S. Held is a global consulting firm that combines technical, scientific, financial, and strategic expertise to advise clients seeking to realize value and mitigate risk. Our professionals serve as trusted advisors to organizations facing high stakes matters demanding urgent attention, staunch integrity, proven experience, clear-cut analysis, and an understanding of both tangible and intangible assets. The firm provides a comprehensive suite of services, products, and data that enable clients to navigate complex, contentious, and often catastrophic situations. Whether it is honing your skills or building your network, we know that success cannot come without growth. Our programs equip you with the knowledge and training you need to play a valuable role on your team and establish a long-term career. Job Description We are seeking an Associate to join our Economic Damages & Valuations team. This is a unique opportunity for an entrepreneurial, highly driven person with a well-rounded skill set to apply their finance and accounting knowledge across a variety of different projects. You will be responsible for performing various forensic accounting procedures, including: constructing sophisticated analyses, performing calculations, and independently developing work product for litigation and business valuation engagements. Job Responsibilities • Supervises interns and document clerks in conducting their duties & responsibilities., • Inputs and analyzes complex financial statement and tax return data., • Inputs and analyzes complex banking and transactional data., • Reviews and reconciles banking and transactional data input., • Creates demonstrative tables, charts, and graphs., • Conducts research relevant to case issues (companies; real estate; parties, etc.)., • Reviews and revises missing document grids., • Conducts research related to business valuation engagements., • Drafts designated sections of business valuation reports., • Identifies areas of potential fraud, defalcation, and inappropriate deductions., • Analyzes separate property and transmutation claims in divorce engagements., • Prepares disclosure statements for divorce engagements., • Prepares responsive documents for interrogatory requests., • Prepares responsive documents for Demand requests., • Prepares marital standard of living analyses for divorce engagements., • Prepares gross income analyses for divorce engagements., • Prepares tracing analyses for divorce engagements., • Prepares credit and reimbursement analyses for divorce engagements., • Prepares apportionment analyses for divorce engagements., • Prepares DissoMaster™ input spreadsheets for divorce engagements., • Prepares property balance sheets for divorce engagements., • Participates in recruiting and retention activities., • Assists in the development of internal and external training events., • Teaches basic internal training courses., • Prepares employee reviews., • Responsible for supervising 5 to 8 Interns and / or document clerks. Qualifications Required Qualifications • Bachelor's Degree (BA) from four-year college or university or related experience, training, or combination thereof., • CPA or CPA candidate, or other experience., • Computer skills required: Accounting Software (QuickBooks); Database Software (Access); Development Software; Internet Software; Spreadsheet Software (Excel); Inventory Software; Word Processing Software (Word); Electronic Mail Software (Outlook); and Presentation software (PowerPoint)., • To be considered for this role, you will be required to provide a copy of your college transcript, • Occasionally required to stand., • Frequently required to walk., • Continually required to sit., • Continually required to utilize hand and finger dexterity., • Continually required to talk or hear., • Occasionally exposed to outside weather conditions., • While performing the duties of this job, the noise level in the work environment is usually quiet., • The employee must occasionally lift and /or move more than 25 pounds., • Specific vision abilities required by this job include: Close vision; Distance vision; Color vision; Peripheral vision; Depth perception and ability to adjust focus. Additional Information Some of the Benefits We Have Include J.S. Held understands all our employees are people and sometimes life needs flexibility. We work to always provide an environment that best supports and suits our team’s needs. • Our flexible work environment allows employees to work remotely, when needed, • Generous PTO Policy, • Medical, Dental, and Vision Insurance, • 401k Match Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. By submitting your application, you acknowledge that you have read the J.S. Held Online Privacy Notice and hereby freely and unambiguously give informed consent to the collection, processing, use, and storage of your personal information as required and described therein. California residents can click here to learn more about the personal information we collect and here to learn about additional privacy rights that may be available. Please explore what we’re all about at . EEO and Job Accommodations We embrace diversity and our commitment to building a team and environment that fosters professional and personal enrichment is unwavering. We are greater when we are equal! J.S. Held is an equal opportunity employer that is committed to hiring a diverse workforce. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law. If you are an individual with a disability and would like to request for a reasonable accommodation, please email and include “Applicant Accommodation” within the subject line with your request and contact information.

About JWilliams Staffing JWilliams Staffing is the nation’s leading real estate staffing firm, supporting 2,000+ employees across multiple states. We are known for integrity, compliance, and operational excellence—and we’re growing fast. Job Summary: The Payroll Manager is responsible for leading and overseeing all payroll operations for JWilliams Staffing’s multi-state temporary workforce. The Payroll Manager supervises Payroll Specialists, ensures compliance with federal and California labor laws, and partners closely with HR and Accounting to ensure accurate, timely, and legally compliant payroll practices across all client sites and assignment types. Job Classification: Location: This is an on-site position - Located in Irvine Employment Status: Full time - Exempt/Salary Reports To: Controller Supervisory Duties & Responsibilities: • Leads the recruitment, onboarding, and integration of new payroll team members., • Provides day-to-day leadership, guidance, and performance management for payroll team., • Develops goals, assigns duties, and ensures workflow quality, accuracy, and timely completion., • Identifies training needs and provides ongoing coaching, development, and corrective action as appropriate., • Conducts performance evaluations in accordance with company guidelines., • Manages payroll team schedules, approves timecards and time-off requests, and maintains required coverage., • Communicates policies, updates, and strategic priorities to ensure the team meets accuracy and compliance expectations. Essential Duties & Responsibilities: Department Leadership • Manages daily payroll operations for a high-volume, multi-state environment with variable rates and client requirements., • Oversees payroll team and ensures compliance, accuracy, and adherence to internal procedures., • Acts as the primary point of escalation for complex payroll issues, disputed pay matters, or employee complaints., • Oversees all aspects of multi-state payroll processing, including garnishments, special payments, reconciliations, and payroll tax coordination., • Provides final approval on payroll runs, corrections, adjustments, overrides, and off-cycle payrolls., • Interpret federal, state, and local wage/hour laws (e.g., FLSA, CA Labor Code), partnering with HR as needed., • Ensure payroll practices comply with internal policies and regulatory requirements., • Investigates escalated payroll complaints, assesses risk exposure, and determines required corrective actions., • Administer payroll systems and collaborate with IT or vendors on improvements., • Generates, analyzes, and distributes payroll reports, metrics, and strategic insights., • Develops, revises, and maintains payroll policies, procedures, and internal control standards., • Keeps Executive Management apprised of significant payroll matters, risks, or compliance concerns., • Performs other duties as assigned. Required Skills & Abilities: • Extensive knowledge of payroll principles and multi-state (including California) wage and hour laws., • Demonstrated ability to interpret complex legal requirements and make policy-level decisions., • Strong analytical and problem-solving skills, with attention to detail., • Effective leadership, communication, and coaching abilities., • Proficiency with Microsoft Office., • Ability to maintain confidentiality and exercise independent judgment. Required Education & Experience: • Bachelor’s degree in Accounting, Business Administration, HR, or related field preferred., • 5+ years of payroll experience, including 2+ years in a supervisory or compliance-focused role., • Experience with high-volume, multi-state payroll operations required. Physical Requirements: • Prolonged periods of sitting at a desk and working on a computer., • Must be able to lift 15 pounds at times.

Headquartered in Costa Mesa, California, the Firm currently owns a commercial real estate portfolio comprised of retail, mixed-use, office and multifamily assets located primarily in Orange, San Diego, and Napa Counties. The above is intended to describe the general content of and requirements for t

Clinical Research Finance Coordinator, CSS Essential Functions & Duties, • Provides financial support for Biosense Webster, Cerenovus, and Mentor Clinical Research Departments in accordance with Good Clinical Practice (GCP), guidelines, standards, federal regulations, and SOPs., • Strong support of a variety of finance duties including but not limited to payment reconciliation, accruals, Purchase Orders, and other finance/administrative duties, • Close collaboration with members of the Clinical Research and Finance teams., • Core Job Responsibilities include but not limited to:, • Assisting in Clinical Study financial and administrative tasks while working closely with Clinical Research study team to provide finance and administrative support on regular basis., • Assisting in the creation, tracking and management of Purchase Orders., • Review, reconcile, and track study investigator payments in collaboration with clinical study teams., • Perform final payment reconciliation before site closure, • Work closely with business finance partners to ensure consistent and accurate mapping of all POs., • Review open PO lists and work with clinical research team to ensure appropriate PO closure., • Support quarterly financial accrual process with finance and study teams, • Complete required financial checks for investigators and facilitate any required documentation., • Support vendor management activities including:, • Liase with procurement and Legal for appropriate contract generation, • Creating and maintaining supplier accounts in financial system., • Facilitating requests for Approved Supplier List generation/modification and any required due diligence requirements., • Liaise with legal and HCC in the preparation of required consulting and confidentiality agreements., • May support other clinical trial management activities with the oversight of Clinical Research Specialists/Leaders., • Interfaces – Primary/Other:, • Primary interfaces: Provider/Agency Functional Manager, Johnson & Johnson Point of Contact, and Clinical Research team members, • Other Interfaces: Internal J&J partners which may include Finance, Legal, Procurement, Biostatistics and Data management, etc. Minimum Qualifications & Requirements • Associate with at least 1-3+ years professional working experience, preferably in a clinical research setting, • Real-world finance experience required including finance experience working with payments and budgets, Purchase Orders, and other administrative tasks, • Recent experience in finance with working knowledge of financial terminology, highly desirable, • Experience working with Clinical Studies and Trials, highly desirable, • Ability to identify and resolve complex problems, both independently and collaboratively, in fast-paced, data-driven environments, • Under supervision, carries out general instructions in accordance with standard practice and guidelines with detailed oriented mindset. Requires some initiative and judgment as actions are checked periodically., • Effective and efficient communication skills, to individuals of varying levels, background, and expertise level via written, verbal, and listening skills., • Ability to successfully manage multiple competing priorities and adapt quickly to changing priorities., • Advanced proficiency with MS Office, especially Excel and Outlook.

Winter Park Recruiting is a leading recruitment agency focused on connecting exceptional talent with companies that value growth, integrity, and a thriving work environment. We specialize in placing high quality candidates across various industries, helping organizations build high-performing teams. We believe in personalized, strategic recruitment solutions that align with our clients' unique needs and cultures. We are currently looking for an Administrative Assistant in the Costa Mesa, CA area. This is an in-office 5-day/week role. ROLES AND RESPONSIBILITIES: • Partner support, i.e. travel arrangements, scheduling, meeting coordination, invoicing/billing related requests, expense report preparation, • Word processing/Formatting deliverables such as engagement letters, memos, and financial statements, • Office/Facilities support, i.e. occasional assistance with supply orders/restocking, reception coverage, and other facilities duties as needed, • Some tax processing and experience with UserVerse and other tax applications would be helpful, but not required KNOWLEDGE, SKILLS, AND ABILITIES: • High School Diploma, GED or equivalent, required, • Three (3) or more years of administrative experience, required, • Advanced level of proficiency in Microsoft Office Suite, required, • Ability to work in a deadline-driven environment and handle multiple projects / tasks with attention to detail, • Advanced or expert in computer skills: Word, Excel, Outlook, PowerPoint. Experience in Peoplesoft database recommended, • Excellent written and verbal communication skills including superior grammar, spelling, and punctuation that enable the incumbent to work with top level management and other executive level clients., • Possesses superior customer service skills. Displays independent judgment, finesse and diplomacy in all situations, • Consistently seeks to improve processes, • Excellent organizational skills and detail oriented that enable efficient and effective multi-tasking, • Capable of managing highly confidential information, • Ability to work well with all levels of management as well as outside external clients, • Team player who is willing to help as needed Winter Park Recruiting is an Equal Opportunity Employer. We welcome all qualified applicants regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

Swoon's Accounting and Tax Advisory client is actively seeking an Administrative Assistant who is able to partner with their Tax Market Leaders along with two Tax Principals to produce quality work with Travel Preparations, Expense Reporting, and Complex Calendar Management capabilities. Interested? Let me know! Contract Duration: 5 month temp to hire Schedule: ONSITE, M - F 830am - 530pm Address: Costa Mesa, CA office Day to Day: • Ability to work in a deadline-driven environment and handle multiple projects / tasks with an attention to detail., • Schedule and facilitate team meetings, handle all calendar management, cater meetings, and focus on expense reporting and invoicing., • Handle any word processing/formatting deliverables such as engagement letters, memos, and financial statements, • Ideal candidate will be working with highly confidential tax - related information and must have experience in this area. Qualifications: • Bachelor's Degree preferred, High School Diploma or GED is required., • At least 3 years of experience of administrative experience required., • Professional services firm experience, preferred, • Advanced level of proficiency in Microsoft Office Suite, required, • Experience with Oracle, preferred

About Us: Chamberlain Group is an independent financial services organization located in the Newport Beach/Irvine, CA area. We provide customized wealth management strategies to business owners, the ultra-affluent and their families. Our clients range in net worth between $50 million and $5 billion, and rely on our expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans and investment advisory services. Our primary focus is to preserve and grow our clients’ assets for generations. For over 45 years we have successfully built our private boutique firm, owning the mantle of “stewardship” as our number one job. We place a high value on the enduring nature of our client relationships, the quality of our products and services, and the continuity and integrity of our team. We have an excellent corporate culture filled with all sorts of fun perks, and have been awarded the OC Best Places to Work distinction. Our 6 Guiding Principles are: Create Value, Be Wise, Achieve Great Results, Experience Meaningful Relationships, Seek Challenges and Have Fun…Come join us! Opportunity The Senior Investment Operations Analyst oversees critical systems and processes within the organization given a solid understanding of the investment industry. Aside from being adept at utilizing systems and software, this role relies on knowledge of basic capital market fundamentals, knowledge of asset classes, familiarity with fund structures, and awareness of how different players within the industry interact (custodians, fund managers, fund administrators, vendors/system providers). The primary function of this role is to serve as an experienced investment professional who can balance the big picture of investment operations while also being comfortable with various systems to provide the services we offer our clients and consistently improve operations over time. This individual will work closely with the firm’s CIO to ensure client portfolios are well balanced, reporting and billing is accurate and timely, trades are tracked and executed, and the whole firm is supported regarding a variety of necessary information related to investment analysis. Key Responsibilities Portfolio Accounting Software Superuser (i.e., Addepar, Black Diamond) • Serve as the primary expert and point of contact within the organization., • Responsible for supporting end-users, implementing updates, and ensuring that all users are utilizing the software to its full potential., • Oversee the measurement and reporting of investment performance, ensuring alignment with established objectives., • Support the preparation, auditing, and analysis of client reports to ensure data accuracy and compliance with firm standards., • Oversee the reconciliation of investment advisory fees and ensure accurate billing., • Create and maintain queries to assist in managing portfolios (liquidity profiles, asset class and position weights, cash monitoring/deployment, etc). Requirements • Strong work tenure: 5-10 years of experience with both traditional investments (mutual funds, SMAs) as well as alternative investments (private funds not traded on an exchange or held at a custodian)., • BA/BS degree in Finance or related field., • Series 7, 63 or 66 Security Licenses., • Highly proficient in investment operations systems, such as portfolio accounting (i.e., Addepar, Black Diamond), custodial portals (i.e., Fidelity NFS Wealthscape), fund analytics (i.e., Morningstar)., • Positive attitude, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written)., • Ability to self-direct, multi-task and utilize tact and diplomacy., • Sophisticated platinum-level service skills, external and internal., • Must be proficient in Microsoft Office (Word, Excel and PowerPoint) Compensation • Base Salary: For CA based positions, the base salary range is $90,000 - $100,000. The base pay range noted represents the company’s good faith minimum and maximum range for this role at the time of posting. The actual compensation offered to a candidate will be dependent upon several factors, including but not limited to experience and qualifications., • Other Compensation: In addition to the base salary, this position will be eligible for additional incentive pay Benefits • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: Hybrid (mostly in person with some remote options available)

JRN#2288 The Senior Investment Operations Analyst oversees critical systems and processes within the organization given a solid understanding of the investment industry. Aside from being adept at utilizing systems and software, this role relies on knowledge of basic capital market fundamentals, knowledge of asset classes, familiarity with fund structures, and awareness of how different players within the industry interact (custodians, fund managers, fund administrators, vendors/system providers). The primary function of this role is to serve as an experienced investment professional who can balance the big picture of investment operations while also being comfortable with various systems to provide the services we offer our clients and consistently improve operations over time. This individual will work closely with the firm’s CIO to ensure client portfolios are well balanced, reporting and billing is accurate and timely, trades are tracked and executed, and the whole firm is supported regarding a variety of necessary information related to investment analysis. Key Responsibilities: Portfolio Accounting Software Superuser (i.e., Addepar, Black Diamond) • Serve as the primary expert and point of contact within the organization., • Responsible for supporting end-users, implementing updates, and ensuring that all users are utilizing the software to its full potential., • Lead internal initiatives to evaluate and improve operational processes, driving efficiency and enhancing client service. Reporting • Oversee the measurement and reporting of investment performance, ensuring alignment with established objectives., • Support the preparation, auditing, and analysis of client reports to ensure data accuracy and compliance with firm standards., • Deliver timely and accurate performance reports to clients. Billing • Oversee the reconciliation of investment advisory fees and ensure accurate billing. o Provide timely and accurate quarterly invoices to clients., • Investment Analytics Software Superuser (i.e., Morningstar Direct), • Collaborate with the Investment Committee and other teams to utilize investment data analytics to support and improve how we monitor investments, evaluate new ideas, research fund offerings, assist with client information requests and other ad hoc projects. Head Trader • Trade execution and overall trade process oversight: Lead daily trade execution across various asset classes, ensuring adherence to client investment strategies., • Portfolio Management Analytics, • Create and maintain queries to assist in managing portfolios (liquidity profiles, asset class and position weights, cash monitoring/deployment, etc)., • Recommend actions to rebalance portfolios when given parameters from CIO., • Investment Department Analytics: track, analyze, and report on key department metrics. Requirements: • Strong work tenure: 5-10 years of experience with both traditional investments (mutual funds, SMAs) as well as alternative investments (private funds not traded on an exchange or held at a custodian)., • BA/BS degree in Finance or related field., • Series 7, 63 or 66 Security Licenses., • Highly proficient in investment operations systems, such as portfolio accounting (i.e., Addepar, Black Diamond), custodial portals (i.e., Fidelity NFS Wealthscape), fund analytics (i.e., Morningstar)., • Positive attitude, superior customer service skills, strong initiative, critical thinking, flexibility, accountability and excellent communication (oral and written)., • Ability to self-direct, multi-task and utilize tact and diplomacy., • Sophisticated platinum-level service skills, external and internal., • Must be proficient in Microsoft Office (Word, Excel and PowerPoint) Our client is a prestigious, independent financial services firm based in the Newport Beach/Irvine, CA area. In business over 49 years, it is a boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their families, with client net worth ranging from $50 million to $5 billion. They specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans. Pay: $105,000 - $115,000 per year + • Other Compensation: In addition to the base salary, this position will be eligible for additional incentive pay Benefits • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: Hybrid (mostly in person with some remote options available)

ABOUT THE COMPANY We are a fast-growing, independent equipment finance company located in Newport Beach, California. We originate equipment and working capital loans, finance leases, and EFAs for small and mid-size businesses across the country. We have scaled originations significantly year-over-year and are at the point where we need an operator in the building. The ideal candidate has run credit and funding teams before, knows where the breakdowns happen as volume grows, and can build the systems and team structure to handle what is coming. THE ROLE The Head of Operations will have ownership over the full transaction lifecycle from credit approval through funded deal and portfolio management. You will have two direct reports from day one: the VP of Credit and the Funding Manager. The credit team reviews and submits deals to lender partners. The funding team takes approved deals through documentation, stipulation clearing, UCC filing, vendor verification, and wire disbursement. You are accountable for both functions running smoothly, and for making sure they work together instead of against each other. This is blended role of strategy and details. You will be in the details via reviewing the funding pipeline daily, resolving escalated stips and documentation exceptions, building workflows that reduce rework, and making hiring and process decisions that compound over time. You will also be a key voice at the leadership table as we evaluate new broker programs, asset classes, and technology investments. WHAT YOU WILL OWN Credit Function Oversight • Partner with the VP of Credit to ensure the credit team is staffed, trained, and hitting turnaround targets without sacrificing decision quality, • Own the submission and credit approval capacity model: as origination volume grows, you are responsible for making sure underwriting headcount, delegated authority levels, and workflow design keep pace, • Review and sign off on credit policy and underwriting guideline updates; ensure that changes are clearly communicated to the funding and sales teams, • Step in as an escalation point on complex or sensitive credit decisions where a second senior perspective is needed; this is not a day-to-day decisioning role but you need to understand credit well enough to be a credible voice Funding Team Ownership • Own the post-approval deal process end to end: documentation generation, stip and condition clearing, vendor invoice verification, certificate of insurance review, UCC-1 filing and lien perfection, booking into the LOS, and vendor wire disbursement, • Manage and develop the Funding Manager and the funding team; establish clear SLAs for each stage of the funding process and hold the team accountable to them, • Reduce the time between credit approval and funded deal by identifying and eliminating friction potions that extend funding timelines, • Ensure every funded transaction is correctly booked into the loan origination and servicing system: asset description, obligor details, payment stream, rate, residual, and any associated fees or insurance, • Oversee UCC-1 preparation and filing for all transactions; maintain a clean lien log; track continuation deadlines and ensure filings are renewed before expiration; manage subordination agreements and lien conflict resolution when prior UCC filings surface on search Pipeline & Throughput Management • Maintain daily visibility into the deal pipeline from submitted application through funded: volume by stage, aging, stip status, pending wires, and funding projections for the week and month, • Identify operational bottlenecks in real time and make tactical adjustments to keep deals moving, • Build and publish weekly ops metrics to the leadership team: deals submitted, approved, funded, declined; average time to decision; average time to fund; stip clear rates; and any notable exceptions or operational incidents, • Own month-end close for the operations function: ensure all funded deals are properly booked and reconciled, all wires are confirmed, and the portfolio count and balance match across systems Process, Technology & Compliance • Document and continuously improve standard operating procedures for every step of the credit and funding process, • Lead or co-lead evaluations of LOS, CRM, and decisioning technology, • Ensure operations are compliant with warehouse facility lender requirements, including deal-level documentation standards, borrowing base reporting, and any eligibility criteria that affect which funded deals can be pledged, • Identify and mitigate operational risks before they become losses: wire fraud prevention controls, stipulation exception authority limits, dual-control funding verification, and documentation imaging and retention, • Support external audits, regulatory exams, and investor due diligence reviews Team Building & Leadership • Build the operations org as the company scales, • Create a culture of speed, accuracy, and accountability, • Serve as the internal translator between credit, funding, sales, and finance WHAT WE ARE LOOKING FOR Required • 8+ years of experience in equipment finance or equipment leasing operations, with at least 3 years in a management role overseeing a funding team, credit operations team, or both, • Hands-on knowledge of the equipment finance funding process: document generation, stip management, UCC-1 filing and lien searches, COI review, vendor invoice verification, wire disbursement, and LOS booking, • Working familiarity with equipment finance structures such as EFAs, $1 buyout leases, and FMV leases, and the documentation and lien perfection requirements that differ across structures, • Working understanding of working capital loan structures, underwriting requirements, and funding process, • Experience managing against turnaround time SLAs in a broker-channel or vendor-channel origination environment where deal velocity is a competitive differentiator, • Proven ability to build and manage teams, • Bachelor's degree in finance, business, operations, or a related field Strongly Preferred • Familiarity with warehouse facility documentation requirements, borrowing base reporting, and what lenders look for in deal-level file audits, • Experience supporting or managing through an ABS securitization process, including pool-level data validation and investor due diligence, • Track record of implementing or improving operations technology, • Experience scaling an operations function from a small team to a larger one during a period of rapid origination growth WHY THIS ROLE • You will run the operational core of a fast-growing company with both credit and funding reporting to you, and you will have the authority and budget to build the team and infrastructure you need, • Competitive base salary depending on experience, with an annual bonus tied to operational performance metrics, • Full benefits: medical, dental, and vision coverage, • You will be joining at the perfect inflection point: early enough to shape how the company is built, late enough that there is real revenue, a real team, and a real platform to work with

Luqra was built on innovation, integrity, and a commitment to delivering reliable payment solutions for our merchants. As we continue to grow, we remain focused on earning merchant trust through strong products, responsive service, and operational excellence. Our employees play a key role in that mission, and we’re looking for motivated, detail-oriented individuals to join our growing team. Job Description: This is a full-time, on-site position supporting merchants with payment processing and account-related inquiries. Responsibilities: • Provide support to customers via inbound phone calls, email, chat, and ticketing systems., • Respond to customer inquiries in a timely, accurate, and professional manner while meeting quality and service standards., • Perform data entry and maintain accurate, up-to-date account records., • Clearly document all interactions, troubleshooting steps, and resolutions using call and ticketing systems., • Assist with technical troubleshooting of credit card processing terminals and software., • Communicate technical information in clear, customer-friendly language for non-technical users., • Take ownership of customer issues from initial contact through resolution, including follow-ups and internal coordination., • Use sound judgment and follow established procedures when handling customer requests., • Consistently meet response time, documentation, and quality benchmarks., • De-escalate challenging situations professionally by remaining calm, identifying root causes, and guiding issues to resolution. Qualifications: Required • 1+ years of customer service or support experience., • Strong verbal and written communication skills, with the ability to explain technical and financial concepts clearly to customers., • Proficiency with computers and common business tools, including Microsoft Office and Outlook., • Ability to quickly learn new systems, products, and processes in a fast-paced environment., • Experience supporting merchant services, payment processing, or card networks., • Familiarity with TSYS or similar payment processing platforms., • Experience using CRM systems (e.g., Salesforce, IRIS or similar tools)., • Prior multi-channel high-volume customer support experience., • Bilingual (a plus, not required). Benefits and Perks: • Competitive salary, based on experience, • Comprehensive benefits package including medical, dental, and vision, • 401(k) with company match, • Paid time off, • Holiday pay, • Opportunities for personal and professional growth, • Collaborative, team-oriented culture

Luqra was built on innovation, integrity, and a commitment to delivering reliable payment solutions for our merchants. As we continue to grow, we remain focused on earning merchant trust through strong products, responsive service, and operational excellence. Our employees play a key role in that mission, and we’re looking for motivated, detail-oriented individuals to join our growing team. Job Description: This is a full-time, on-site position supporting merchants with payment processing and account-related inquiries. Responsibilities: • Provide support to customers via inbound phone calls, email, chat, and ticketing systems., • Respond to customer inquiries in a timely, accurate, and professional manner while meeting quality and service standards., • Perform data entry and maintain accurate, up-to-date account records., • Clearly document all interactions, troubleshooting steps, and resolutions using call and ticketing systems., • Assist with technical troubleshooting of credit card processing terminals and software., • Communicate technical information in clear, customer-friendly language for non-technical users., • Take ownership of customer issues from initial contact through resolution, including follow-ups and internal coordination., • Use sound judgment and follow established procedures when handling customer requests., • Consistently meet response time, documentation, and quality benchmarks., • De-escalate challenging situations professionally by remaining calm, identifying root causes, and guiding issues to resolution. Qualifications: Required • 1+ years of customer service or support experience., • Strong verbal and written communication skills, with the ability to explain technical and financial concepts clearly to customers., • Proficiency with computers and common business tools, including Microsoft Office and Outlook., • Ability to quickly learn new systems, products, and processes in a fast-paced environment., • Experience supporting merchant services, payment processing, or card networks., • Familiarity with TSYS or similar payment processing platforms., • Experience using CRM systems (e.g., Salesforce, IRIS or similar tools)., • Prior multi-channel high-volume customer support experience., • Bilingual (a plus, not required). Benefits and Perks: • Competitive salary, based on experience, • Comprehensive benefits package including medical, dental, and vision, • 401(k) with company match, • Paid time off, • Holiday pay, • Opportunities for personal and professional growth, • Collaborative, team-oriented culture

Essential Functions • Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures, • Review entity formation documents to determine signing authority and prepare appropriate signature blocks, • Coordinate the closing and funding process for loans originated or acquired, ensuring all requirements are satisfied within specified timelines while maintaining internal checklists in real time, • Serve as the primary point of contact between internal teams, attorneys, escrow officers, title companies, and other parties involved in the funding transaction, • Maintain accurate and up-to-date loan data in Salesforce in real time, • Request, review, and approve settlement statements, ensuring alignment with loan terms and closing instructions, • Work closely with escrow and title companies to obtain required documents, clear title conditions, and ensure smooth closings, • Review preliminary title reports, title commitments, and title insurance documentation to confirm accuracy and compliance with lender requirements, • Request and analyze current real estate tax information and confirm taxes are properly reflected in settlement statements, • Identify and resolve escrow/title issues, including title exceptions, vesting discrepancies, and document recording requirements prior to funding, • Perform duties under moderate to close supervision and proactively engage supervisors or managers to resolve complex issues, • Remain current on funding guidelines, lending procedures, and compliance requirements, • Communicate loan status and expectations clearly with internal staff, attorneys, escrow officers, and title representatives, • Utilize strong time management skills to effectively manage multiple loans simultaneously at various stages of the closing and funding process Competencies/Skills • Exceptional attention to detail with the ability to stay organized and problem solve in a fast-paced lending environment, • Strong analytical and problem-solving abilities with the capacity to think creatively and develop practical solutions, • Excellent written and verbal communication skills with the ability to clearly convey findings and updates to internal and external partners, • Strong organizational and time-management skills with the ability to manage multiple transactions simultaneously, • Ability to build strong relationships with escrow officers, title companies, attorneys, and internal teams, • Reliable team player who works effectively in a collaborative and diverse environment, • Ability to analyze processes, support operational improvements, and contribute to achieving business goals, • Advanced proficiency in Microsoft Office Suite Education and Experience • Associate or Bachelor’s degree preferred, • Minimum 2 years of direct experience in loan closing/funding within a real estate lending environment, • Strong experience working with escrow and title companies, including reviewing title reports, coordinating with escrow officers, and resolving title conditions prior to closing, • Working knowledge of lending practices, closing procedures, and industry-standard funding processes, • Prior experience in escrow, title, or a title company environment is strongly preferred Accessibility: At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at

Staffmark Group is currently looking for a bright, energetic and friendly Administrative Assistant to support a busy and highly successful Private Wealth Management office within one of the most prestigious global financial services firms. The ideal candidate should possess at least two years of administrative support experience from a corporate environment. Administrative Assistant position is a 12-month contract working onsite at our client are responsible for general office support, including but not limited to: • Managing travel & expenses, including making travel arrangements and processing expenses for team members, • Processing incoming & outgoing mail, including checks and stock certificates, tax forms, and scanning, • Providing general administrative services to teams, such as maintaining calendars and schedules, and answering phones, • Coordinating and scheduling office events, including recruiting, internal events and external client events as needed. Duties to include booking conference rooms, ordering food, printing documents, coordinating interview schedules, liaising with building services, and greeting visitors, • Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service Qualifications • Proficiency in Word, Excel, PowerPoint and Outlook required, • Bachelor's degree preferred but not required, • A minimum of 2 years of work experience in a professional corporate environment, • New graduates who have a desire to be in the financial services industry are also encouraged to apply, • Strong written and verbal communication skills, • Enjoys working in a team environment, • Polished communication skills, • Ability to multi-task and work in a fast-paced environment, • Business professional environment and attire, • Possess critical thinking skills and good judgment, • Displays personal pride in work, always striving to do his/her best, • Chooses to always operate with integrity and transparency

Do you have a passion for training others and a deep understanding of the mortgage broker model? Are you someone who loves simplifying complex tech platforms like LendingPad, Bonzo, Broker LOS systems, or POS tools — and knows how to turn that into real-world success for loan officers? West Capital Lending is hiring a full-time Mortgage Trainer to lead onboarding, tech adoption, and live coaching for our rapidly growing network of loan officers nationwide. 🧠 What You’ll Do: 📚 Lead structured onboarding for new brokers and LOs 🔧 Train users on tech platforms (LendingPad, pricing engines, POS, CRM) 📈 Host weekly live trainings on best practices for submission, loan flow & compliance 🛠 Build quick guides, job aids, and training modules 🤝 Partner with leadership on rollout of new tools, systems, and updates 🧩 Provide 1-on-1 support to LOs needing deeper tech or process help ✅ Who You Are: ✔️ Experienced in mortgage (broker model required) ✔️ Deep understanding of common broker tech (LendingPad, ARRIVE, Floify, Shape, etc.) ✔️ Confident presenter — both live and recorded ✔️ Able to simplify complex workflows into easy, step-by-step guidance ✔️ Comfortable with change, fast-paced environments, and a national audience 💰 What You’ll Get: • Competitive salary + performance bonus, • Opportunity to shape national training infrastructure, • Leadership visibility and career mobility, • Access to West Cap’s full platform, community, and perks, • The chance to elevate hundreds of brokers through better education and tech 🟦 West Capital Lending is one of the top-producing mortgage brokerages in the U.S., Rocket Mortgage’s #1 partner, and home to the best LO development program in the industry. Our national training platform is the backbone of our success — and we’re ready to level it up.

About PatientFi Reporting to the Chief Product Officer, this is a hands-on leadership position from our Irvine, CA office. As Principal/Director Product, you will drive end-to-end workflows and UX across provider portals, consumer flows, underwriting/KYC, funding, refunds, chargebacks, and EMR integrations. You will lead Product, Design, and Product Ops/Insights teams to ensure velocity, quality, and data-driven decision-making. Emphasizing curiosity in navigating product and user journeys, you will uncover insights to optimize processes, run rigorous experimentation, and translate strategy into prioritized roadmaps. Proficiency in tools like Looker, BigQuery, AI, Heap, and SQL will be key to supporting the Product and Development Organization with actionable data points. Location: Hybrid Irvine CA Job Type: Full-time Key Responsibilities • Own the measurement and reporting of product performance, including adoption, conversion, engagement, retention, and unit economics, while defining a comprehensive KPI tree (e.g., approval rate, funded volume, take rate, NPS/CES, conversion at each step, time-to-approve, support tickets per 1k apps, SLA)., • Drive end-to-end workflows and UX for providers and patients, partnering with Product Managers to define KPIs, track post-launch performance, and analyze funnel drop-offs, approval rates, and utilization to identify improvement opportunities., • Lead PMs, Designers, UX Research, and Product Ops teams—initially hands-on, then scaling the organization—for outcomes-focused delivery., • Stand up a rigorous experimentation program (A/B tests, funnel analytics, pricing & terms tests, approvals mix) using tools like Mixpanel/Amplitude, GA4, Heap, Looker/Mode, LaunchDarkly/Stats, and AI-driven insights., • Translate high-level strategy into prioritized roadmaps; ship fast with Engineering through quarterly planning, weekly priorities, and incident-to-backlog feedback loops., • Build and maintain a design system and research cadence (weekly usability, quarterly discovery cycles) to ensure high-polish, research-backed experiences., • Act as the single-threaded owner for cross-functional delivery, owning requirements with Risk & Compliance (KYC/KYB, adverse action, ECOA, UDAAP-safe UX language), and partnering with Operations, Data, FInance, Sales, Success, and Engineering., • Provide data-driven recommendations to optimize user experiences, ensuring compliance-safe UX while measuring impact on credit performance and business metrics. Qualifications • 5-10 years in product leadership, with 3–5 years leading PMs and Design teams in fintech/payments/lending, B2B2C checkout, or healthcare technology., • Proven track record scaling products from ~$50M to $200M+ GMV or $10M to $50M+ ARR; shipped high-stakes flows like identity verification, credit decisions, and pricing., • Deep expertise in funnel optimization, experiment design, A/B testing, and statistical analysis., • Comfort with SQL, product analytics (Looker, BigQuery, Heap, AI/ML frameworks), and briefing Data Science teams., • Demonstrated design taste and research muscle; experience building or overhauling design systems and driving user research cadences., • Highly cross-functional: Savvy in Finance/Consumer Lending, understands risk trade-offs, and communicates effectively with Sales for enterprise practices., • Exceptional ability to translate complex data into clear insights; collaborative mindset with strong communication skills to influence senior leadership and cross-functional teams., • Bachelor’s degree in a quantitative field (e.g., Economics, Statistics, Engineering, Computer Science); Master’s degree a plus., • Stack exposure (nice to have): Amplitude/Mixpanel, Looker/Mode, LaunchDarkly/Optimizely, Figma, Jira/Linear; KYC/KYB vendors, EMR/RCM integrations. The requirements listed are representative, but not all-inclusive of the knowledge, skills, and/or abilities needed to perform successfully in this position. Why Join PatientFi? • Be part of a high-growth, mission-driven company revolutionizing patient financing., • Work with a dynamic, collaborative team that values innovation and execution., • Opportunity to make a significant impact in a rapidly expanding market. Benefits: • Medical, dental, and vision premiums covered at 80% for employees and dependents, • Unlimited PTO, • 401(k), • Parental leave, • PatientFi provides equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristics protected by federal, state or local law.

POSITION SUMMARY: Primary Function of this role is to provide superior customer service when interacting with the customers of the Bank while processing customer transactions, which include but not limited to processing of deposits and withdrawals, check cashing, mail/phone transactions, fund transfers and wires, and cashier’s check selling; verify appropriateness of customers’ documents, and support file maintenance. In addition to facilitate with account opening/maintenance/renewal/closing process as a backup for account service function. ESSENTIAL FUNCTIONS: Customer Service (50%) • Process daily cash/non-cash transactions activities and daily cash balancing. Accept and process loan payment, federal tax deposit, and all deposits and payments presented by customers, mails, and courier services., • Provide superior customer service in all functions and departments related to customer transactions and account services., • Accept and input stop payments and hold on funds upon requests. · Perform daily branch cash recap, vault register, daily operational working supply verification, check registration log and verification of large incoming clearing items. Backup and process the dual custody of ATM balancing, night deposit, Bank by mail, carrier process, and other assigned process. Account Maintenance (20%) • Facilitate with account opening/maintenance/renewal/closing process, which includes account opening/renewal/redemption/closing, request of Debit/ATM card activation and address change, and other required account maintenance for backup Account Service function. OTHER RESPONSIBILITIES: • Make customer referrals (especially Affluent customers) and cross-sell of Bank products to support the branch to achieve financial goals., • Successfully complete all mandatory training on related Bank’s and BSA compliance as well as other laws and regulations as assigned and in a timely manner., • Perform other duties as assigned EDUCATION, EXPERIENCE AND SKILLS REQUIRED: · 1+ year of customer services experience in the branch banking industry or related environment. · Knowledge of banking products and procedures including teller procedures and policies, audit procedures, and Bank’s laws and regulations · Detail oriented and previous cash handling is preferred. · Basic PC skills and be familiar with e-Commerce, e-Banking, and Branch Banking-related information technology · High School diploma or equivalent with anticipation of continuing education towards degree • Fluent in English and Chinese (mandarin preferred) is a major plus PHYSICAL DEMANDS: • Minimum mobility to work in an office setting; sit for prolonged period of times; operate office equipment including use of a computer keyboard; and reach with hands and arms. Employees are occasionally required to walk and stand and lift and move records and documents weighing 30 pounds or less COMMUNICATION DEMANDS: • Attention to detail, strong organizational, communication, interpersonal, self-motivated, and analytical skills, ability to interact with all levels of management and staff. WORK ENVIRONMENT: · Standard office environment. Noise level in work environment is usually average. Hear in the normal audio range with or without correction. Specific vision abilities required by this job include close vision and the ability to adjust focus. Occasional off site client meetings and site visits. Compensation The base pay range for this position is USD $18/Hour - USD $22/Hour plus full benefits. Exact offer will be determined based on job-related knowledge, skills, experience, and location.

Description Senior Treasury Operations Analyst ABOUT GOLDEN STATE FOODS Golden State Foods is a distinguished leader in the food service industry, offering an extensive array of products and services to a diverse clientele. Rooted in the values of quality service and integrity, we are dedicated to creating a supportive and inclusive atmosphere where employees can advance, innovate, and contribute to our ongoing success. ABOUT THE JOB JOB SUMMARY: This position contributes to the company’s success by ensuring efficient cash management on a daily basis and managing and administrating the company’s banking platforms and will support all aspects of treasury operations activities. Reporting directly to the Corporate Treasurer of global headquarters, this is a visible and essential role within the organization. Responsible for performing various cash, disbursement, and cash accounting activities within the treasury function. This role is a key contributor to the company’s liquidity and cash operations. You will own daily cash positioning, lead the 13 week cash flow forecast, manage bank platforms and controls, deliver timely reporting to leadership, and continuously improve treasury processes and automation. You’ll partner closely with Accounting, AP/AR, FP&A, Tax, and business unit finance to ensure sufficient funding, minimize risk, and support strategic cash decisions. This individual may be required to provide input for or participate in various projects and will perform other duties as requested, which will include accounting functions for the Golden State Foods Foundation and maintaining the Company’s Unclaimed Property and Escheatment program. ESSENTIAL FUNCTIONS: • Treasury Operations, Banking Platforms Administration: Administer banking portals and treasury workflows (user entitlements, tokens, templates, entitlements reviews), including fraud mitigation tools (e.g., positive pay, ACH filters/blocks, wire verification) and support cash management activities for all GSF entities. Initiate, review, and release domestic and international payments (ACH/wires), enforce dual control and cutoff discipline, and monitor exception items and fraud alerts. Maintain bank documentation, account openings/closings, authorized signers, and service requests, coordinate fee reviews and service optimization. (25%), • Participate in period-end closing processes, including preparing account reconciliations, managing disbursements and incoming donations, lead annual audit, and perform financial analysis and related journal entries for the Golden State Foods Foundation. (25%), • Participate in daily cash positioning and short‑term liquidity management across operating and disbursement accounts to ensure sufficient funding for obligations and optimize use of idle cash, including contributions to the 13‑week cash flow forecast: gather inputs, model receipts/disbursements, analyze variances, and recommend actions to close gaps or capitalize on surpluses. Partner with FP&A and business units to align forecast with operational drivers, seasonality, and working capital initiatives. (20%), • Prepare daily cash journal entries and complete bank reconciliations for Golden State Foods. (10%), • Monitor and maintain current listings of outstanding checks across all disbursement accounts to reduce unclaimed property exposure. (10%), • Perform other related duties as assigned, which could include support ad‑hoc projects (e.g., KYC refreshes, service migrations, fee benchmarking, or capital markets support, if applicable). (5%) MINIMUM QUALIFICATIONS: Education and experience equivalent to: Education/Certification: Bachelor’s degree in Finance, Accounting, or related field (required). CTP (Certified Treasury Professional) or active pursuit (strongly preferred). Experience: 4–7 years in Treasury operations/cash management with hands‑on experience in cash positioning, short‑term forecasting, ACH/wire processing, bank portals, and reconciliations (corporate or banking environment). Public accounting or audit exposure is a plus; experience supporting audits and responding to inquiries preferred. TECHNICAL SKILLS AND CORE COMPETENCIES Technical Skills • Advanced Excel (index/match or XLOOKUP, pivot tables, scenario modeling); familiarity with Power BI and Power Automate (or similar) preferred., • Proficiency with major banking portals and controls (positive pay, ACH filters/blocks; user entitlements). Experience with a Treasury Management System (TMS) is a plus., • Understanding of NACHA rules, payment formats, and cutoffs; knowledge of internal control frameworks. Core Competencies • Analytical rigor & curiosity: Able to translate operational drivers into accurate cash forecasts and decision‑ready insights., • Process mindset: Identifies automation opportunities and builds sustainable solutions with strong controls., • Communication & partnership: Clear, concise communicator who collaborates cross‑functionally and with banking partners., • Ownership & urgency: Operates with high integrity, attention to detail, and deadline discipline in a time‑sensitive environment., • Judgment: Balances risk, cost, control, and business speed when proposing solutions. Tools & Systems • ERP/general ledger and bank reconciliation tools; banking platforms (e.g., SinglePoint or similar) for administration, payments, and fraud tools; data visualization and automation LEADERSHIP/MANAGEMENT RESPONSIBILITY Coordinate with various functional team members and support staff. PERFORMANCE CATEGORIES • Productivity/quality standards: accuracy, timeliness, and thoroughness, • Professional attitude and demeanor, • Project/assignment management, • Organization and attention to detail, • Teamwork within the department and across departments, • People First: At Golden State Foods, we're not just a company; we're a dynamic community where your talents are celebrated, and your ambitions are nurtured., • Values Driven: Our core values drive everything we do, creating a culture of innovation, integrity, and excellence. But we're not content with just being great; we strive for greatness in every aspect of our work., • People Development: At GSF we strive to continually develop our people to prepare us all for the needs of tomorrow., • Philanthropy & Sustainability: We're committed to making a difference beyond our walls through philanthropy and sustainability efforts across all our locations around the globe. Equal Opportunity Employer: We’re proud to be an equal opportunity employer. Golden State Foods values diverse perspectives and is committed to creating an inclusive workplace where every person can thrive - respected, supported, and empowered. We believe diversity, in every form, strengthens our team and our communities.

Unlock Your Career Potential with Uncapped Earnings! Looking for a career that rewards your drive? Kensington Partners Group is looking for Client Sales Executives to join our remote team. Help clients secure their financial future while enjoying the freedom to work on your own terms and earn unlimited commissions. Your Mission: • Build Trust & Relationships: Engage with pre-qualified clients to establish lasting rapport., • Discover Financial Goals: Understand client needs to craft personalized financial solutions., • Provide Expert Solutions: Present customized Life Insurance, IUL, and Annuity plans., • Support Clients: Guide them through every step of the process., • Stay Efficient: Track all client interactions using our CRM system. What You’ll Love About It: • No Earnings Cap: Your commission is uncapped, and your efforts directly influence your income., • Flexibility: Work from anywhere and set your own schedule – freedom to choose your hours., • Ongoing Learning: Receive training, tools, and mentorship to help you grow., • Collaborative Team: Be part of a supportive remote network of professionals., • Wellness Benefits: Opportunities for life insurance and healthcare coverage. Who You Are: • A motivated self-starter with excellent communication skills., • Someone who thrives working independently and enjoys helping others., • Passionate about making a positive impact on clients' financial well-being. This is a 1099 independent contractor role with a commission-based structure, meaning your income is directly tied to your performance. Ready to take charge of your future and earnings? Apply now!

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in Irvine, CA. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility of an Account Executive is to build a book of business through: • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience and Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills and Abilities • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • High quality voluntary health, vision, dental insurance programs, • Paid holidays, vacation, and sick leave, • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

SecureSplit is the workflow platform for divorce financial professionals -- attorneys, CDFAs, and mediators. We handle 50-state child support and spousal support calculations, court-ready reports, and compliance infrastructure built specifically for this market. We launched recently, we're generating early revenue, and California is our primary growth market. We're looking for a California-based Account Executive who knows how to open doors and close deals with legal and financial professionals. This is a commission-only, remote role for someone who is motivated by uncapped earning potential and wants to own a territory in a market with no dominant national competitor. The Role You'll be our boots on the ground in California. Your job is to get SecureSplit in front of family law attorneys, CDFAs, and mediators -- and convert them into paying customers. You'll work directly with our Director of Sales, and have the tools, support, and product to back you up. What You'll Do • Prospect and qualify leads across California: family law attorneys, CDFAs, and mediators, • Drive the full sales cycle from first outreach through close, • Book and run product demos with qualified prospects, • Build relationships within the family law and divorce financial planning community, • Represent SecureSplit at local bar association events, CDFA chapter meetings, and professional networking opportunities, • Provide field-level feedback to help shape ongoing strategy What We're Looking For • Experience selling to attorneys, financial professionals, or other professional services audiences, • Familiarity with the family law or divorce financial planning space is a strong plus, • Comfort with a commission-only structure -- you are motivated by what you close, • Existing relationships within the California family law or CDFA community preferred, • Self-starter who can manage their own pipeline and activity without hand-holding, • California-based required Compensation This is a commission-only role with uncapped earning potential. Commission structure and rates will be shared during the interview process. This is an ideal role for someone with an existing network in the California family law space who can hit the ground running. SecureSplit is an equal opportunity employer. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. We encourage candidates of all backgrounds to apply.

Are you ready for a truly rewarding work-from-home career where you make a tangible difference every day? Stratford Davis Staffing is actively expanding our dynamic remote team and seeking highly motivated Customer Sales Representatives. If you're a relationship builder at heart, thrive in an independent setting, and are passionate about empowering clients with crucial financial solutions, this opportunity is tailor-made for you. Why Choose Stratford Davis Staffing for Your Next Remote Role? • We believe in empowering our team members as much as we empower our clients. Here’s what sets this remote opportunity apart:, • Unlimited Earning Potential: Your hard work directly translates into uncapped commissions, putting your financial future firmly in your hands., • Ultimate Work-From-Home Flexibility: Design your own schedule from the comfort and convenience of your home office, achieving true work-life integration., • Quality Leads, Zero Cold Calling: Focus your energy on meaningful connections with pre-qualified clients; we provide the prospects, you build the relationships., • Robust Professional Development: Gain access to comprehensive training, essential tools, and dedicated mentorship to continually sharpen your skills., • Collaborative Remote Community: Join a supportive network of peers committed to mutual success, even from a distance., • Wellness-Focused Benefits: Flexible healthcare and life insurance solutions with exchange-based options. Your Impact as a Remote Customer Sales Representative: • As a pivotal member of our remote sales force, you’ll be the vital link connecting clients with smart financial solutions. Your responsibilities include:, • Client Relationship Management: Engaging virtually with pre-qualified clients to build lasting and trusting connections., • Comprehensive Needs Analysis: Deeply understanding clients' unique situations and future goals to tailor effective strategies., • Customized Solution Delivery: Presenting personalized financial solutions, including Life Insurance, Indexed Universal Life (IUL), and Annuities, through virtual channels., • Seamless Client Experience: Guiding clients effortlessly through every step, from their initial inquiry to final plan implementation., • Efficient Workflow Management: Leveraging our CRM system for organized and effective client interactions and follow-ups. We’re Looking for Remote Professionals With: • Superior Virtual Communication Skills: The ability to build instant rapport and clearly explain complex financial concepts in a remote setting., • Strong Self-Motivation & Accountability: Thrives independently and takes full ownership of results from a work-from-home environment., • Proactive Problem-Solving Mindset: Results-driven and dedicated to finding optimal financial solutions for every client., • A True Client-First Approach: Passionate about positively impacting clients' financial well-being and security. This is a commission-based opportunity ideal for self-starters who want financial freedom. Your earnings increase in direct proportion to your productivity and success. Ready to take control of your career path in a thriving remote sales environment? Explore this exciting work-from-home opportunity with Stratford Davis Staffing and apply today!

“Your Career Should Adapt to You, Not the Other Way Around.” Most roles require you to adjust your life around work. But what if your work adjusted to your life instead? At Joseph and Young, flexibility isn’t just a perk, it’s part of how you succeed. You decide how your day looks, how you approach your goals, and how far you want to go. Role Overview As a remote Customer Sales Representative, you will work with clients who are actively seeking financial guidance. Your goal is to provide solutions that help them secure their future while building your own professional path. Key Responsibilities • Engage with interested clients and build trust, • Assess financial needs and recommend appropriate solutions, • Present products clearly and effectively, • Support clients throughout their journey, • Manage client interactions and follow-ups using CRM tools Requirements • Clear and confident communication skills, • Ability to work independently and stay organized, • Client-focused approach, • Motivation to achieve and exceed personal goals Benefits • Work-from-anywhere flexibility, • Freedom to set your own schedule, • No micromanagement, • Access to training and development programs, • Collaborative and supportive remote team, • Health and insurance benefit exchange options This is a commission-focused position built for driven individuals who want to take ownership of their income. Your earning potential is unlimited and tied directly to your results. Take the next step toward a more flexible and rewarding career. Apply today with Joseph and Young!

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners in the Gonzales-Hatton area of Irvine, CA. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties and Responsibilities The primary responsibility of an Account Executive is to build a book of business through: • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience and Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills and Abilities • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

About Auris Auris is the payroll and HR partner built for small and medium-sized business who can’t afford to get it wrong. Trusted by over 50,000 business nationwide, Auris pairs easy-to-use technology with real human services to give leaders the confidence that every detail is done right - so they can focus on growing their team and their business. Acquired by Acrisure in 2025, Auris formerly Heartland Payroll is accelerating its vision to deliver seamless human-centered technology to help small businesses thrive. Job Summary Responsible for prospecting and running Auris Payroll presentations both in person and over the phone to small and mid-sized merchants and businesses to ultimately close deals within a fast sales cycle. As a Payroll Client Advisor you will report to a Payroll Division Manager and receive coaching from a Territory Manager. Activities include explaining our value proposition to clients via Atlas CRM, upselling current clients on other Heartland products and services, and maintaining regular communication with the Payroll Territory (PTM) and/or Payroll Division Manager (PDM). Your role as a Payroll Client Advisor is to close sales of our business solutions with merchants throughout the area. You will work closely with your local PDM or PTM to set appointments with business owners in person or face to face via your network and referral partnerships that you build. You will then run scheduled appointments, uncover needs, and present Auris solutions to close sales in small to mid-sized businesses. During the training period, your PDM or PTM will accompany you on your initial appointments to train you on our short-cycle sales process using our tablet based CRM platform, Atlas, used for lead generation, sales presentations, on the spot client financial analysis and paperless contract processing. After training you will have the opportunity to set your own work schedule to maximize the upside of 100% commission and the residuals on the business you bring in. Responsibilities • Responsible for prospecting new clients, • Maintain existing/prospective client records, in accordance with company policies, to include call notes, scheduled client interactions, contact information, and other relevant client information, in the Customer Relationship Management (CRM) system; currently Atlas., • Responsible for achieving minimum production requirements, including setting first time appointments, to secure a WIN, • Continuously build and develop knowledge of current product/service portfolio as well as changes and developments within the financial technology industry, to remain up-to-date., • Attend weekly team meeting and weekly one-on-one with leader, • Additional responsibilities may be assigned as needed Minimum Qualifications • 18 years of age or older, • Valid Driver’s License and valid automobile insurance, • Successful completion of pre-employment background check, • Must live in area relative to job posting location, • At least two years of relevant experience, • Excellent prospecting, communication, presentation, and networking skills, • Works well independently and as part of a team, • Incentive-driven sales “hunter”, • Professional demeanor and impeccable integrity, • High sense of urgency and innate sales talent, • Enjoys cold-calling and speaking with people face to face, • Accountable for measurable, high-quality, timely results, • Ability to be in the field, a minimum of 50% of the time Preferred Qualifications • High school diploma/GED, • Prior experience in a B2B Sales role, • Prior experience with a CRM tool, such as Salesforce or Hubspot Competencies • Awareness, • Driven, • Resilient, • Respectful, • Committedness Compensation (pay transparency) and Benefits • It's W2! Medical, Dental, Life, & Disability benefits to keep you healthy and happy., • We're not messing around with compensation. A first-year professional may expect an average of $90,000 - $105,000+ if you are in the top 25% in the form of uncapped weekly commissions, lifetime residuals, and portfolio equity., • We know you're thinking about the future, so we've got a 401(k) and matching program to help you save up for your retirement. Nevada and Colorado

Role Overview: As an Account Executive at Paramount Financial, you will be responsible for driving revenue growth by developing relationships with businesses seeking equipment financing. This role offers a competitive base salary and uncapped commission, providing significant earning potential. You will be the primary point of contact for our clients, helping them navigate the financing process, understanding their equipment needs and offering the right financial solutions. As an Account Executive you will receive direct mentorship from experienced industry professionals, ensuring you have the support and guidance to thrive in your role while maximizing your earning potential and career growth. Key Responsibilities: • Client Acquisition & Development: Proactively identify, target, and develop new business opportunities within small to mid-sized businesses requiring equipment financing., • Sales Process Management: Guide prospects through the entire sales process, from initial contact to deal closing, ensuring a smooth and efficient customer experience., • Relationship Building: Establish and nurture long-term relationships with clients, ensuring customer satisfaction and repeat business., • Consultative Selling: Understand client needs, present appropriate financing solutions, and handle objections to close deals effectively., • Revenue Growth: Achieve or exceed monthly and quarterly sales targets by managing a pipeline of qualified leads and driving revenue through new client acquisition., • Cross-Department Collaboration: Work closely with underwriting, operations, and other departments to ensure deals are processed efficiently., • Market Knowledge: Stay updated on industry trends and competitor activities to ensure Paramount Financial remains competitive in the marketplace. Qualifications: • Proven experience in a sales-driven role, • Strong communication, negotiation, and presentation skills., • Ability to build and maintain relationships with clients at all levels., • Self-motivated, goal-oriented, and able to thrive in a fast-paced environment., • Experience using CRM systems to track and manage sales activity., • Bachelor's degree in business, finance, or a related field preferred, but not required. What We Offer: • $48,000 base salary with uncapped commission., • Comprehensive training and ongoing development programs., • Health, dental, and vision insurance., • Paid time off and holidays., • Opportunities for career advancement within a rapidly growing company. About Paramount Financial Services: For 25 years, Paramount Financial Services has been a leading provider of equipment financing and & leasing solutions. We specialize in offering businesses the financial tools they need to grow by providing flexible and tailored equipment financing options. We are committed to excellence, customer satisfaction, and long-term relationships. As Paramount enters a season of rapid growth, we are expanding our team and providing exciting opportunities for career advancement within our growing company.

About Goosehead Since 2003, Goosehead Insurance has been disrupting the insurance industry by giving clients the power of choice, utilizing a smarter marketing approach, and delivering world-class service. This is all powered by our focus on hiring and retaining extraordinary people. Our clients trust us with their most valuable possessions, so we’re more than just a bit selective when it comes to hiring new team members. In 2012, we began franchising our business model. This role is for one of our successful franchise partners. Job Summary The team is responsible for new business revenue generation monthly and works to achieve these on an individual and team level. Account Executives are equipped with extensive training in Salesforce, sales process management, business development and more. Principal Duties And Responsibilities The primary responsibility of an Account Executive is to build a book of business through: • Prospecting and establishing referral partner relationships with professionals from the real estate and mortgage industry., • Work with clients to understand their insurance needs, analyze options with a large carrier portfolio, and provide a custom solution to mitigate household risk. Compensation Summary The first year’s earnings potential ranges from $53,000 - $90,000, varying based on performance. Our compensation package slightly varies by agency but offers uncapped new business commissions and renewal commissions year-over-year. Renewal commissions provide passive earnings and can exponentially increase your annualized income. Additionally, top performers can qualify for an annual President’s Club trip. Experience And Education • Passing the state licensing exam, once hired, • Legally authorized to work in the United States Required Skills And Abilities • Exceptional written and verbal communication, • Experience in a fast-paced work environment, • B2B or B2C sales experience or related college major, • Competitive attitude, • Networking abilities, • Entrepreneurial spirit, • Problem-solving mentality, • Self-motivated, hands on, self-starter mindset that can do the work, • Strong time management, • Strong attention to detail and organization Benefits Summary • High quality voluntary health, vision, dental insurance programs, • Paid holidays, vacation, and sick leave, • Benefit offerings vary per agency* This job posting is for an opportunity at a Goosehead Insurance agency independently owned and operated by a local franchised Agency Owner. If you choose to apply for this position, you understand and acknowledge that your application and any information included with it will be submitted to the Agency Owner. If you are hired for this position, you also understand and acknowledge that the Agency Owner’s franchised business will be your employer, not Goosehead Insurance Agency, LLC, and that the Agency Owner is solely responsible for all decisions related to your employment, including hiring, firing, discipline, compensation, scheduling, and supervision. To learn more about our job opportunities, apply here. We look forward to speaking with you!

Job Summary: As a Financial Sales Representative, you will play a vital role in guiding clients through their financial journeys by providing expert advice and tailored solutions. You will help individuals and families achieve their financial goals through comprehensive planning, investment management, and wealth-building strategies. This dynamic position offers the opportunity to develop strong client relationships while leveraging your expertise in financial concepts, securities law, estate planning, and tax strategies. Your proactive approach and dedication will empower clients to make informed decisions that secure their financial futures. Duties: • Develop personalized financial plans by assessing clients’ current financial situations, goals, and risk tolerance, • Provide expert guidance on estate planning, wills, trusts, and estate law to ensure clients’ assets are protected and transferred efficiently, • Promote and sell financial products and services including investment management, cash management solutions, and insurance policies, • Conduct thorough financial analysis using advanced financial software to identify opportunities for growth and risk mitigation, • Stay current on securities law, tax regulations, and industry best practices to ensure compliance and optimal advice, • Build strong customer relationships through regular communication, follow-ups, and tailored service offerings, • Assist clients with portfolio management strategies aligned with their long-term wealth management objectives Additional Information: • Competitive Compensation: Advisors benefit from a compensation package that includes a generous commission structure, a stipend, and residual income., • Comprehensive Benefits: Employees have access to full health benefits and four retirement plans, including two fully funded pensions, providing financial security for the future., • Supportive Work Environment: Northwestern Mutual fosters a collaborative and supportive workplace culture, encouraging teamwork and professional growth., • Reputation and Stability: As a well-established company with a strong reputation in the financial services industry, Northwestern Mutual offers job stability and a respected brand to work for., • Impactful Work: Advisors have the opportunity to make a significant impact on clients' lives by helping them achieve their financial goals and secure their futures., • Career Growth Opportunities: The firm provides numerous opportunities for career advancement and professional development, allowing you to grow within the company. Requirements: • Bachelor's Degree, • 3+ years of sales experience, • Located in Orange County and or willing to commute Join us as a Financial Sales Representative to make a meaningful impact by helping clients secure their future! Your expertise will drive success not only for your clients but also for your professional growth within our team. Job Types: Full-time, Permanent Benefits: • 401(k), • Dental insurance, • Health insurance, • Professional development assistance, • Retirement plan Education: • Bachelor's (preferred) Location: • Irvine, CA Ability to Commute: • Irvine, CA 92612 (Required) Work Location: On site

About the Company: Consumer Portfolio Services, Inc. is a leader in the sub-prime auto finance industry, is a fast- paced, aggressive mid-sized company that has shown consistent revenue growth year after year. We pride ourselves on delivering the highest level of service in the Financial Services Industry that provides indirect automobile financing to individuals with past credit problems, low incomes or limited credit histories. About the Position: Inside Sales Representative – Irvine, CA (In-Office Position Only) * HIRING IMMEDIATELY * We seek motivated and energetic individuals to develop, maintain, and rekindle relationships with our auto dealership partners. We are willing to train! As a member of our Inside Sales Group, we are offering a full-time generous hourly position PLUS the opportunity for a monthly team bonus. • Job Type: Full-time, • Schedule: Mon-Fri, 8:00 am -5:00 pm, • Hourly Pay: $23 - $23.07 with potential to earn a monthly bonus, plus ($1,000 monthly bonus guaranteed for first six months)., • Experience: We are willing to train! Applicant must be: • Sales-oriented with interpersonal and organizational skills., • Detail-oriented and have a strong ability to multitask., • Excellent verbal and written communication skills., • Able to employ strong negotiation skills., • Self-motivated and effort driven., • Previous sales experience is not required but is a PLUS. WHAT CPS EXPECTS FROM YOU: • Create new dealer partnerships., • Ability to navigate high daily phone volume., • Grow your active dealer count by creating value for our dealer partners., • Capture Funding Packages from dealerships across the country., • Act as a partner to your dealers to ensure maximum profitability for the dealership and CPS., • Work closely with our Originations department to ensure a smooth partnership., • Complete production reports as needed for management., • Display the best customer service to your dealer partners., • Research accounts, identify key players and generate interest., • Source new opportunities through inbound lead follow-up, outbound cold calls, and emails., • Record customer information and maintain database by obtaining, entering, and verifying required data. Benefits: We recognize people as our most valuable asset. Our competitive salary and benefits package include 401 (k), medical, dental and vision insurance, life insurance, disability insurance, Company paid holidays, vacation and sick benefits. Employer Notice: Consumer Portfolio Services, Inc. is an equal opportunity employer that is committed to workforce diversity. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis or characteristics protected by law. This job advertisement does not list all the duties of the job; it is merely a summary and other duties may be assigned. Please be advised this job advertisement is not a contract for employment. If you are hired, your employment will be at-will. Your employment and compensation can be terminated without cause or notice, for any reason, at any time, at the option of either the Company or you. Also, no management representative of the Company, except the President, has any authority to enter into any agreement contrary to that of at- will employment. We are a nationwide Auto Finance Company. Check our website at and apply!

Join Stratford Davis | Empower Financial Futures Stratford Davis is redefining how people access and understand financial solutions. As one of the fastest-growing firms in the industry, we’re looking for driven, client-focused Sales Representatives to join our remote team. If you’re motivated, relationship-oriented, and passionate about helping individuals and families achieve financial confidence, this is your chance to build a career with purpose and unlimited earning potential. Why You’ll Love Working With Us • Unlimited Earning Potential – Uncapped commissions mean you control your income and your growth., • 100% Remote & Flexible – Work from anywhere, set your own schedule, and enjoy true work-life balance., • Warm Leads Only – No cold calling. We provide pre-qualified, interested prospects so you can focus on what you do best, building trust and closing deals., • Continuous Development – Access advanced sales training, cutting-edge digital tools, and personalized mentorship to help you excel., • Collaborative Culture – Join a supportive team that shares success strategies and celebrates wins together., • Wellness Benefits – Access to life insurance opportunities and a healthcare exchange option (medical, dental, vision). What You’ll Do • Engage virtually with pre-screened clients to understand their financial goals., • Educate and guide clients through customized solutions in life insurance, Indexed Universal Life (IUL), and annuities., • Present clear, confident strategies via Zoom or phone, ensuring clients feel empowered to make informed decisions., • Support clients from first consultation to implementation, delivering a top-tier experience every step of the way., • Manage your pipeline effectively using our CRM system and digital sales tools. What We’re Looking For • Excellent virtual communication and interpersonal skills., • Self-starter with strong organization and time-management abilities., • Goal-driven and motivated by helping others achieve financial peace of mind., • Passionate about education, trust, and long-term client relationships. Additional Details Embrace a 1099 commission-only role with unlimited income potential and a path to six-digit earnings for high-performing professionals. Ready to Build Your Future While Changing Others’? If you’re ready to take control of your career and make a lasting impact on New York families, apply today and join Stratford Davis. Together, we’ll help more people find financial clarity and peace of mind.

Our client, a Medical Center facility under the aegis of a California Public Ivy university and one of largest health delivery systems in California, seeks an accomplished EPIC Resolute Hospital & Professional Billing Application Analyst NOTE- THIS IS REMOTE ROLE & ONLY W2 CANDIDATES/NO C2C/1099 Candidate must be authorized to work in USA without requiring sponsorship * Position: EPIC Resolute Hospital & Professional Billing Application Analyst (Job Id 3253833) Location: Emeryville, CA (100% REMOTE) Duration: 3 Months + Strong Possibility of Extension Working Title: Senior Claims Applications Analyst Schedule: M-F 0800-1700 PST • Bachelor's degree in health care information technology, computer science, or related area, and / or equivalent combination of experience / training., • 5 – 7 years related clinical applications experience or equivalent combination of education, training and experience., • licenses required for the position: Epic Resolute HB or PB Claims and Remittance Admin certification. Job Function: • Involves the design, building, testing, and implementation of clinical application systems. Provides support to clinical users through knowledge of clinical processes, documentation needs, workflows, and clinical practice standards, when adapting software to meet their needs. Works with clinicians to create or adapt written protocols., • Prepares detailed specs encompassing clinical processes, information flow, risk and impact analysis. May provide customer service, troubleshooting, and maintenance., • Technical leader with a high degree of knowledge in the overall field and recognized expertise in specific areas; problem-solving frequently requires analysis of unique issues / problems without precedent and / or structure. May manage programs that include formulating strategies and administering policies, processes, and resources; functions with a high degree of autonomy., • As a technical leader in clinical applications, applies advanced professional concepts and extensive industry knowledge to lead and / or work on medium to large projects of broad scope and complexity. May be recognized expert of an area of focus of business in clinical applications Bhupesh Khurana Lead Technical Recruiter Email – Company Overview: Amerit Consulting is an extremely fast-growing staffing and consulting firm. Amerit Consulting was founded in 2002 to provide consulting, temporary staffing, direct hire, and payrolling services to Fortune 500 companies nationally, as well as small to mid-sized organizations on a local & regional level. Currently, Amerit has over 2,000 employees in 47 states. We develop and implement solutions that help our clients operate more efficiently, deliver greater customer satisfaction, and see a positive impact on their bottom line. We create value by bringing together the right people to achieve results. Our clients and employees say they choose to work with Amerit because of how we work with them - with service that exceeds their expectations and a personal commitment to their success. Our deep expertise in human capital management has fueled our expansion into direct hire placements, temporary staffing, contract placements, and additional staffing and consulting services that propel our clients businesses forward. Amerit Consulting provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Applicants, with criminal histories, are considered in a manner that is consistent with local, state and federal laws

Leading private lending platform is seeking an Assistant General Counsel to support complex transactions and distressed asset strategies. This role sits at the intersection of legal, capital markets, and servicing, offering high exposure to senior leadership and strategic initiatives. About the role: Responsibilities • Manage and coordinate real estate closings, including document review, title matters, and post-closing resolutions, • Oversee distressed asset strategies (loan workouts, restructurings, foreclosures, REO, note sales, and enforcement actions), • Ensure compliance with federal and state regulations, • Partner cross-functionally with Legal, Compliance, Capital Markets, Servicing, and Asset Management teams, • Support audits, regulatory exams, and investor diligence with audit-ready documentation, • Contribute to capital markets initiatives including securitizations, warehouse lending, and financing structures Qualifications • JD and active California Bar required, • 3+ years’ experience in real estate law, mortgage operations, or special assets, • Strong knowledge of loan workouts, distressed debt, and default servicing, • Exposure to warehouse lending or structured finance is a plus This is an opportunity to join a dynamic, fast-paced environment where legal expertise directly impacts investment strategy and portfolio performance. • Compensation range: $200,000 - $230,000 base salary + Bonus (up to $300k total)., • Work Module: Hybrid

About Us: Chamberlain Group is an independent financial services firm based in the Newport Beach/Irvine, CA area. For over 49 years, our boutique practice has delivered tailored wealth management solutions to business owners, ultra-high-net-worth individuals, and their families, with client net worth ranging from $50 million to $5 billion. We specialize in investment advisory, estate and succession planning, life insurance, executive benefits, and non-qualified plans, with a steadfast commitment to preserving and growing our clients’ wealth across generations. Our firm prides itself on enduring client relationships, exceptional products and services, and a team culture rooted in integrity and stewardship. Enjoy a vibrant workplace with a collaborative, supportive environment and unique perks that make our corporate culture truly special. Apply today to join a team dedicated to excellence and long-term success. Opportunity: The Wealth Management Paraplanner provides support to the Advisory team in a one-to-one working relationship, primarily to the CEO (Mike Kiley) and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects. The Wealth Management Paraplanner must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Wealth Management Paraplanner will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion. Key Responsibilities: Advisor Support • Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies., • Facilitate data collection and management., • Receive, process, and disseminate data to team according to standard office procedures., • Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters., • Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals • Manage development and maintenance of client facing materials and library., • Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports., • Create case analysis, narrative, spreadsheets, schematics, and calculations., • Prepare and deliver multi-life employer and employee communications., • Schedule, prepare for, and participate in multi-life employee meetings. Plan Implementation • Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed., • Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies., • Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc. Research • Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans., • Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc. Requirements • Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support., • BA/BS degree in Business, Finance or related., • CLU, ChFC, CFP, CPA, or Law Degree., • Measured competency in mathematics and financial spreadsheets., • Knowledge of life insurance products and marketing techniques., • Strong initiative, critical thinking, flexibility, accountability., • Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines., • Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors., • Ability to work autonomously and perform well under pressure., • Expert level written and verbal communication skills., • Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs., • Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner., • Willingness to pursue industry licenses and designations as directed., • Must be available to travel occasionally. Compensation: • Base Salary: For CA based positions, the base salary range is $175,000 - $200,000. This represents base salary range only., • Other Compensation: In addition to the base salary, this position will be eligible to be considered for an annual performance bonuses. Benefits: • Performance bonus, • Health, dental and vision insurance, • 401(k)/Profit Sharing, • Paid holidays, • Paid time off Work Location: In person

About Origence With 30 years at the forefront of fintech innovation, we specialize in SaaS lending solutions that lead the industry. Our core mission is customer-centric, focusing on empowering Credit Unions across the United States with the tools to offer accessible, competitive lending services. We're deeply committed to enhancing the financial ecosystem for a broad network of credit unions, members and auto dealers. We invest in our greatest assets, our employees, and foster a culture of innovation and ownership through freedom and responsibility. We celebrate fiscal accountability, operational rigor and efficiency to create a sustainably healthy and robust business for the long term. The Associate Corporate Attorney has experience in indirect lending, direct lending, financial services, privacy, and FinTech matters in the Credit Union Service Organization and licensed lender space. The Associated Corporate Attorney provides direct support for senior attorneys, is an active partner to internal business clients in addition to providing timely and accurate advice, drafts and negotiates complex and novel contracts with minimal supervision, ensures compliance with regulatory standards, and actively contributes to legal risk mitigation strategies. What You’ll Be Doing: • Draft, review, and negotiate a wide variety of commercial contracts, including but not limited to licensing agreements, service agreements, NDAs, data protection agreements, lender agreements, partner and lead generator letters of understanding, and other legal documents independently or at the direction of the senior attorneys., • Provide legal advice on regulatory, compliance, privacy, and business issues affecting financial services, licensed lender, and SaaS operations., • Conduct legal research and analysis of statutes, regulations, and case law relevant to company operations., • Support litigation matters, including strategy, calendaring, discovery, briefings, and outside counsel involvement as needed., • Update internal policies, procedures, and manuals., • Monitor and interpret changes in regulatory frameworks and industry best practices affecting the credit union and licensed lender industry., • Maintain organized legal files, and report on and track key deadlines. The Ideal Candidate: Education: • Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application). Experience: • Juris Doctor (J.D.) from an accredited law school and admission to the California Bar (Registration under Rule 9.46. Registered In-House Counsel accepted but must be indicated on application. If admitted under Rule 9.46, please provide proof of successful bar passage, applicable state diploma privilege will not be accepted as proof of successful bar passage.)., • Minimum 2-3 years of relevant legal experience in a law firm, in-house legal department, or similar setting. 3+ years of prior experience as a non-attorney in financial services will count toward the minimum years of experience., • Experience with financial services, licensed lender, or FinTech legal issues OR SaaS/technology company legal matters. Specialized Skills: • Strong drafting, negotiation, and analytical skills., • Excellent communication and stakeholder management capabilities., • Ability to prioritize and manage multiple assignments under tight deadlines., • Experience advising on regulatory compliance (e.g., consumer financial protection statutes, data privacy, software licensing)., • Exposure to commercial technology contracts or subscription services., • Prior exposure to litigation support or regulatory investigations. Why you should apply: • Flexible Working Environment, • Paid Time Off, • 401k (8% match), • College Tuition Benefits/ Tuition Reimbursement, • Good Benefits options, • Company Culture! Cultural and Holiday celebrations, Theme days like Star Wars Day & Bring your Kids to Work Day, Monthly Townhalls and Quarterly Company Meetings that ensure awareness, inclusion, and transparency. The starting salary range for this full-time position in Irvine, CA is $111800 - $139800 per year. This base pay will take into consideration internal equity, candidate’s geographic region, job-related knowledge and experience among other factors. Origence maintains a highly competitive compensation program. Under company guidelines, this position is eligible for an annual bonus to provide an incentive to achieve targeted goals. Bonuses are awarded at company’s discretion on an individual basis. Origence is an equal opportunity employer. All recruitment, hiring, training, compensation, benefits, discipline, and other terms and conditions of employment will be based upon an individuals’ qualifications regardless of race, religion, color, sex, gender identity, sexual orientation, national origin, ancestry, military service, marital status, pregnancy, age, protected medical condition, genetic information, disability or any other category protected by federal, state or local law.

The Wealth and Estate Planning Strategist provides subject matter and operational process expertise to the Advisory team in a one-to-one working relationship, primarily to the CEO and secondarily to other advisors. The primary functions of this role include but are not limited to: (1) advisor support; (2) client proposals; (3) plan implementation; and (4) research, in order to support and leverage the efforts of the CEO and other advisors in all matters, meetings and events involving clients and prospects. The Wealth and Estate Planning Strategist must be resourceful and enjoy working within a small, entrepreneurial environment that is mission-driven, results-driven and community oriented. The ideal individual will have the ability to exercise good judgement in a variety of situations, with strong written and verbal communication, administrative, and organizational skills, and the ability to maintain a realistic balance among multiple priorities. The Wealth and Estate Planning Strategist will work independently on projects, from conception to completion, and must be able to work under pressure at times to manage a variety of activities and confidential matters with discretion. Responsibilities: Advisor Support • Understand and implement complex strategies, including Wealth Transfer, Estate Tax Mitigation, and Charitable Strategies., • Facilitate data collection and management., • Receive, process, and disseminate data to team., • Organize, prepare and/or execute client communication, including but not limited to agenda, meeting minutes, and follow up and engagement letters., • Provide internal professional opinions, advice, and recommendations to advisors. Client Proposals, • Manage development and maintenance of client facing materials and library., • Complete and/or coordinate initiation, production, compiling, tracking, and archiving prospective client proposals and current client reports., • Create case analysis, narrative, spreadsheets, schematics, and calculations., • Prepare and deliver multi-life employer and employee communications., • Schedule, prepare for, and participate in multi-life employee meetings. Plan Implementation • Coordinate, manage and/or execute implementation with client advisors and designated client team in a progressive timeline to full completion of task(s); keeping all necessary parties informed., • Assist to help implement legal documentation for non-qualified plans, insurance, and estate planning strategies. May include follow-up with or assistance in design for non-qualified plans with attorney or legal resources to help clients implement the desired strategies., • Collaborate in the internal maintenance of client documentation and files, including, but not limited to legal documents, meeting notes, etc. Research • Research client questions or strategies, which may include, but are not limited to insurance, income taxation, estate taxation, legal, and non-qualified plans., • Continually invest time in Education (reading, researching, etc.) and share as applicable to the advisor team and/or CG staff to help maintain compliance with new rules, laws, court cases, etc. Requirements: • Strong work tenure: 10+ years in life insurance - marketing support, and/or advisor support., • BA/BS degree in Business, Finance or related., • CPA, CLU, CFP,or Law Degree., • Measured competency in mathematics and financial spreadsheets., • Knowledge of life insurance products and marketing techniques., • Strong initiative, critical thinking, flexibility, accountability., • Strong attention to detail with ability to organize, prioritize, and manage multiple tasks within set deadlines., • Platinum-level interpersonal skills and ability to build relationships with advisors, staff, clients, client advisors, and vendors., • Ability to work autonomously and perform well under pressure., • Expert level written and verbal communication skills., • Highly proficient in Microsoft Office, CRM systems, and able to develop competency in common software programs., • Ability to use personal discretion to deal with sensitive and confidential data, with tact, diplomacy, and a courteous bedside manner. Compensation: $175,000-200,000+ DOE, plus discretionary bonus and benefits. Location: Irvine, California. The role is hybrid.

Staffmark is Hiring in Your Area! Title: Portfolio Accounting Analyst Location: Santa Ana, CA Pay: $28 - $33 per hour (depending on experience) Develop your investment career with Staffmark. This is a great opportunity to work for a company that prides itself on mentorship and career development. Keep reading to learn more. Key Responsibilities • Set up and maintain asset profiles in the trust accounting and reporting system, • Reconcile financial data across multiple databases and reporting platforms, • Manage daily cash receipting, wire transfers, and investment transactions, • Journalize and reconcile daily cash and investment activity, • Coordinate with the Operations Group on bond and loan settlements, • Review and reconcile overdrawn accounts, • Bachelor's degree (BA/BS) required - coursework in Finance or Accounting preferred, • Strong understanding of financial accounting principles, • Advanced Excel skills (pivot tables, VLOOKUP, etc.), • Excellent attention to detail, organization, and communication skills Medical, Dental, and Vision Insurance | Life Insurance | Short-term Disability | 401k Plans | Weekly Pay (Earned Wage Access {Access a portion of your earned wages before your payday}) | Employee Discount Programs Unlock these incredible benefits by clicking 'Apply Now'. Our team is eager to connect with you and help you launch your journey into this exciting new career opportunity! The base pay range listed reflects what we reasonably expect to offer for this role. Actual pay may vary based on location, experience, and performance. Depending on the position, benefits may include medical, dental, and vision coverage; retirement and savings plans; paid holidays and time off; supplemental insurance; and additional wellness or incentive programs. At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact. Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at . By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.

Staffmark Workforce Solutions offers this exciting contract opportunity at a global leader in electronics, mobile devices, and appliances, located inSanta Ana, CA. Financial Analyst - Logistics Top skills • Bachelor's degree in Logistics, Supply Chain, Business, Finance, or similar, • Expertise with SAP, Excel, and PowerPoint skills Responsibilities: • Monitor and analyze key operational/financial indexes regularly, • Find root causes for discrepancies between actual performance and forecast, • Analyze issues, make reports/recommendations as requested by the team leader/head of department, • Investigate claim requests to determine if they are valid, • Communicate with vendors to recover on claims, • Gather and analyze claims-related documentation, • Bachelor's degree in Logistics, Supply Chain, Business, Finance, or similar., • Expertise with SAP, Excel, and PowerPoint skills., • Strong analytical skills., • Ability to manage and work effectively within cross-functional groups., • Ability to adapt quickly and be flexible in a dynamic environment., • Experience using advanced supply chain management, enterprise planning, or financial planning systems is highly desired. (SAP, etc.)., • Should have advanced MS Excel and MS PowerPoint knowledge and skills., • Strong communication, both written (PPT presentations) and oral skills., • Previous experience with computer applications, such as Microsoft Word, Excel, and PowerPoint, and any other related accounting software. The base pay range listed reflects what we reasonably expect to offer for this role. Actual pay may vary based on location, experience, and performance. Depending on the position, benefits may include medical, dental, and vision coverage; retirement and savings plans; paid holidays and time off; supplemental insurance; and additional wellness or incentive programs. At Staffmark, we connect hardworking people with great companies, creating opportunities that make a lasting impact. Staffmark is an equal opportunity employer. Allapplicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status, or any other legally protected status. Staffmark offers reasonable accommodations for qualified individuals with disabilities; contact your local branch for inquiries. Staffmark is an E-Verify employer. See our Privacy Notice for Candidates and Employees/Contractors at . By applying, you consent to receive AI-generated and non-AI-generated calls, texts, or emails from Staffmark Group, its affiliates, and partners. Frequency varies and message/data rates may apply. Reply STOP to cancel or HELP for help.

Our client, a prestigious private family office is seeking an experienced Executive Assistant to support the CEO. Job Title: Executive Assistant to the CEO Salary: $80-85K non-exempt, overtime eligible Location: Newport Beach, Onsite 5x per week Executive Assistant Position Overview: We are seeking a meticulous and highly organized Executive Assistant to provide exceptional administrative support to a collaborative C-suite team at our headquarters in Newport Beach, CA. As the EA to our C-Suite you will play a pivotal role in managing calendars, facilitating meetings, and overseeing office operations. Responsibilities: • Calendar Management: Prioritize and schedule meetings, conference calls, and engagements for executives, acting as a key liaison to ensure seamless daily operations., • Travel Coordination: Research, book, and manage travel arrangements, ensuring all necessary documents and itineraries are in place., • Board Support: Assist in preparing materials for Board meetings, coordinating logistics, and maintaining confidential relationships with Board members., • Event Planning: Contribute to the planning and execution of Company events, ensuring alignment with the Executive Team's vision., • Special Projects: Support in creating documents, reports, and presentations, and maintain communication with internal teams and external partners. Qualifications: • 5+ years of experience in executive support, ideally within professional services., • Bachelor's degree in business administration or related field preferred., • Proficient in Microsoft Office Suite, including advanced skills in Concur, SalesForce, PowerPoint, Word, and document management systems., • Strong problem-solving abilities with a proactive approach to task management., • Dependable and capable of managing priorities effectively in a fast-paced environment., • Exceptional attention to detail, particularly in calendar management and written communication., • Maintain confidentiality and discretion with sensitive information. Please submit your resume for consideration! We will consider qualified candidates with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. California applicants, please view our Privacy Notice here: .

Company: Commercial Retail Real Estate Company Location: Irvine, CA Reports To: Head of Operations / CFO About the Role A commercial retail real estate company is seeking a high-level Senior Financial Analyst to drive investment decisions, asset strategy, and portfolio performance across a retail-focused platform. This is a principal-side role with direct impact on capital allocation, leasing strategy, redevelopment decisions, and portfolio optimization. The position requires an operator mindset — someone who understands how retail assets perform in the real world and can translate complex data into clear, actionable decisions. AI and automation are core to this role. The Analyst will be responsible for building and leveraging AI-driven tools to enhance underwriting, accelerate analysis, and create scalable systems that improve decision-making across the company. Key Responsibilities Investment Analysis & Capital Allocation • Lead underwriting of acquisitions, dispositions, and development opportunities, • Build advanced, dynamic financial models (IRR, NPV, cash flow, sensitivity analysis), • Evaluate risk-adjusted returns and provide clear go/no-go recommendations, • Analyze capital deployment strategies across the portfolio to maximize returns Leasing Strategy & Retail Asset Optimization • Model leasing scenarios including rent structures, TI packages, tenant mix, and lease-up timing, • Evaluate tenant credit, co-tenancy impacts, and merchandising strategy, • Analyze real-world retail performance drivers (foot traffic, sales productivity, positioning), • Support leasing negotiations with real-time financial analysis Redevelopment & Value-Add Analysis • Underwrite repositioning strategies, site reconfigurations, and capital improvements, • Evaluate cost vs. return across multiple scenarios (single-tenant vs multi-tenant, pad development, etc.), • Model phased redevelopment strategies and their impact on cash flow and NOI AI-Driven Analytics & Automation • Build and deploy AI tools to automate underwriting, reporting, and scenario analysis, • Develop internal systems that integrate leasing, construction, and financial data into a unified model, • Use AI to identify trends, anomalies, and opportunities across the portfolio, • Continuously improve analytical workflows to increase speed, accuracy, and scalability Portfolio Strategy & Performance Analysis • Monitor and analyze performance across all assets, • Identify underperforming assets and recommend strategic actions, • Support hold/sell/reposition decisions with data-driven analysis, • Provide ongoing insight into portfolio-level risk and opportunity Executive-Level Reporting & Decision Support • Prepare investment memos, dashboards, and presentations for senior leadership, • Deliver clear, concise recommendations backed by data and scenario analysis, • Operate as a thought partner to leadership on strategic and financial decisions Qualifications • 7–12+ years of experience in commercial real estate finance (principal-side required), • Deep expertise in retail real estate analysis and asset performance, • Advanced financial modeling skills with ability to build complex, dynamic models from scratch, • Strong understanding of leasing economics, TI structures, and redevelopment strategies, • Proven ability to operate independently and influence investment decisions, • Bachelor’s degree in Finance, Real Estate, Economics, or related field (advanced degree preferred) Knowledge, Skills & Abilities • Operator-level understanding of retail real estate performance and strategy, • Strong financial acumen with ability to evaluate real-world deal outcomes, • High proficiency in Excel and experience leveraging AI tools for analysis and automation, • Ability to synthesize large data sets into clear insights and recommendations, • Strong communication skills with executive-level presence, • Highly organized with the ability to manage multiple priorities in a fast-paced environment Physical Requirements • Prolonged periods of sitting and working at a computer, • Occasional travel to property locations for on-site analysis Compensation & Benefits • Competitive base salary, • Performance-based bonus tied to investment and portfolio outcomes, • Comprehensive benefits package Work Environment • Office-based role in Irvine corporate office, • High-performance, execution-focused environment, • Direct exposure to senior leadership and investment decisions, • Fast-paced, entrepreneurial culture with emphasis on ownership and accountability

The ideal candidate will provide top-level assistance for high level executives. They should be well-organized and be comfortable scheduling meetings and responding to emails on the executive's behalf. Lastly, this individual should be able to draft documents and help the executive with any necessary meeting preparations. Responsibilities • Calendar management for executives, • Aid executive in preparing for meetings, • Responding to emails and document requests on behalf of executives, • Draft slides, meeting notes and documents for executives Qualifications • Bachelor's degree or equivalent experience, • Proficient in Microsoft Office suite, • Experience in managing multiple priorities, administrative coordination, and logistics, • Well-organized, detail-oriented, ability to multi-task with great follow-up skills, • Strong written and verbal communication skills

Job Title: Onboarding Assistant Location: West Capital Lending – Onsite | Irvine, CA Employment Type: Full-Time | 40 Hours per Week | In-Office Only About West Capital Lending West Capital Lending is one of the nation's fastest-growing mortgage brokerages, ranked among the top in loan volume and partner satisfaction. We offer an elite platform for top-producing loan officers, with cutting-edge technology, comprehensive back-end support, and access to over 150 investors. We’re proud to be Rocket Mortgage’s #1 broker partner and the industry’s leader in innovative lending solutions. Role Overview We’re seeking a highly organized and detail-oriented Onboarding Assistant to join our Operations team. This individual will serve as the first point of contact for newly hired loan officers, managing the full onboarding, credentialing, and licensing process to ensure smooth transitions into the West Capital ecosystem. You’ll work closely with compliance, recruiting, and operations to maintain high standards and a seamless experience for every new hire. Key Responsibilities • Manage onboarding and NMLS licensing for all incoming loan officers and branches, • Guide new hires through background checks, fingerprinting, documentation, and state-specific licensing requirements, • Coordinate with recruiters and hiring managers to ensure onboarding timelines are met, • Maintain accurate and up-to-date licensing records in company systems, • Liaise with compliance and legal teams to verify eligibility and regulatory adherence, • Provide clear communication and support to new hires throughout the process, • Track onboarding progress and generate weekly reports for leadership, • Continuously improve onboarding workflows to support scale and efficiency Qualifications • 2+ years of experience in mortgage licensing, onboarding, or operations (strongly preferred), • Detail-oriented with excellent time management and organizational skills, • Strong verbal and written communication skills, • Tech-savvy with the ability to learn internal systems quickly, • Professional, customer-focused mindset with a sense of urgency, • Experience working in a fast-paced, high-volume environment Work Environment • This is a full-time, in-office position (no remote/hybrid), • 40 hours/week, Monday–Friday, • Must be able to work onsite in our Irvine office Why West Capital Lending • Be part of one of the top mortgage brokerages in the country, • Collaborative and fast-paced work culture with high-performing professionals, • Opportunities for advancement as our company continues to scale, • Access to proprietary tech, streamlined processes, and elite leadership