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Job Description • Monday through Friday: 8:30 am to 5:00 pm, • This is NOT Part Time, • (OT offered) Weekends ONLY As a Document Warehouse Clerk, you can expect to work in a detail deadline oriented environment. Your will be hands on reviewing and auditing documents while preparing them for scanning. .This position is highly hands-on and ideal for those who enjoy straight forward and repetitive tasks, good with meeting deadlines and production goals. A background in any filing work, warehouse/fulfillment or related is helpful. Key Responsibilities: • Process high volumes of financial documents for storage or retrieval. This includes unloading banker boxes of documents, prepping for scan or on-site filing., • Clerk will work on their own to meet/exceed daily production expectations, • Must be able to read hand-written file numbers/letters, • Problem Solving skills to identify where a file/document needs to go, • Basic Computer skills required: data entry and research work as needed, • Maintain complete confidentiality and adhere to security restrictions set forth by SPS/Client, • Comply with SPS/Client device policy, including but not limited to the prohibition of cell phones, digital cameras or other imaging devices on the work floor, • Comply with a corporate casual dress code, • Other duties and tasks as assigned Competencies: • Must be able to work well independently in a fast pace environment, • Must have basic math skills, • Well Organized and detail oriented, • Able to work in a repetitive task, • Able to quickly learn and adapt to Client needs, • Great customer service skills, • Able to meet deadlines/production requirements, • Excellent attendance, • Works well with others in team situations, • Good communication skills Qualifications: • High School Diploma or equivalent, • At least 1 year of any work experience relevant to working in a document production warehouse environment; A background in any filing work, warehouse/fulfillment or related is helpful., • Must be good with on-the-job training, • Computer Skills: Basic proficiency in MS Word, MS Excel, MS Outlook, • Extraordinary customer service, verbal, and written communication skills, works well on your own as well as with others in team situations, • Ability to prioritize work to balance multiple projects and deadlines; Organized and detail-oriented, • Good problem-solving; Proactive and able to operate efficiently in a fast-paced environment Physical Demands: • Will lift/push/pull boxes of documents that can weigh up to 50 lbs, • May have to climb on ladders and work in small places at times, • Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of approximately 50 lbs., • Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Travel: None Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range$17.50—$17.50 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off., • Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job Description Build Relationships. Build Futures. Build Your Career. Must be willing and able to commute throughout our branch-network: Orange County, Long Beach, and Chino At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members reach life’s milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we’re proud of where we’ve come from—and excited about where we’re going next. Our people-first philosophy isn’t just a tagline. It’s why we’ve been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We’re also honored with workplace satisfaction—driven directly by employee voices. When you join OCFCU, you’re joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day. The Traveling Rep. works across multiple branches, moving as needed to cover vacations or leave. The position comes with a personalized schedule (in 2–3-week periods), assigning work locations based on business operations. You'll have an assigned home branch and be reimbursed for mileage traveled beyond your standard route. For this role, the home branch is currently Downtown Santa Ana.A key benefit is exposure to many leaders and colleagues at each branch! As a Personal Banker / Member Service Representative (MSR), you’re more than the face of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys. What you’ll do: • Deliver exceptional experiences by handling teller transactions with accuracy and care, • Open new accounts and guide members through consumer loan applications, • Proactively recommend products and services that truly fit member needs, • Resolve questions and concerns with a consultative, relationship‑focused approach, • Create trust that lasts beyond the transaction—and keeps members coming back You’ll bring: • Banking Experience:, • 2+ years of recent experience in a bank or credit union, • Hands‑on experience with teller transactions, new account openings, and consumer lending, • Sales & Communication Skills:, • 2+ years cross‑selling and referring financial products, • Clear, friendly communication—professional but approachable, • Tech Savvy:, • Comfortable learning and using multiple systems and platforms, • Schedule Flexibility:, • Monday–Saturday availability, • Weekdays between 8:30 AM–6:30 PM and Saturdays 8:30 AM–2:30 PM, • Ability to commute throughout our branch network. We have 11 branches, majority in Orange County, one in Chino, and one in Long Beach Compensation & Career Path We believe great talent deserves fair, transparent pay—and room to grow. Hourly pay is based on experience, internal equity, and role level: Member Service Rep IV – $23.00–$25.00 per hour. Requires a minimum one-year recent universal or personal banker experience which includes teller, new accounts, AND consumer lending expertise. Why OCFCU? • Award‑winning workplace culture, • Clear growth paths and internal mobility, • People before profits—always, • A team that supports each other and celebrates wins, • Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day., • Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%., • Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays., • Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

Job Description We are seeking a motivated and detail-oriented Mortgage Loan Officer to join our dynamic team. In this role, you will be responsible for selling your clients. After collecting minimum documentation, we handle the rest for you. Our average turn time is between 7 and 10 days allowing our top Loan Officers to 35k+ a month. All of the leads that you will receive will come in by way of transfer, so you are spending your time talking with clients as opposed to dialing. Benefits: • Compensation Package, • Competitive Commission Plan, • Majority of the leads are warm Lending Tree transfers with Socials, • 401k, • Health insurance, • Paid Holidays, vacation and sick days Schedule: • Monday - Friday, • 8 hour shift Experience: • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • Sales: 1 year (Preferred) Responsibilities: • Assist clients in understanding their mortgage options and guide them through the application process., • Analyze client financial information, including credit reports and income statements, to determine eligibility for loans., • Negotiate loan terms with clients and lenders to secure favorable conditions., • Process loan applications efficiently while adhering to TILA regulations and Fair Housing regulations., • Maintain accurate records of client interactions and loan processing activities using accounting software., • Provide ongoing support and follow-up with clients throughout the mortgage process, ensuring a high level of customer satisfaction., • Stay updated on industry trends, changes in regulations, and best practices in mortgage banking. Skills: • Strong customer service skills with a focus on client satisfaction., • Knowledge of TILA regulations and Fair Housing regulations is essential., • Proven experience in financial sales with the ability to negotiate effectively., • Proficient in basic math skills for accurate financial calculations., • Experience in credit analysis and loan processing is highly desirable., • Familiarity with financial services and accounting software is a plus., • Excellent communication skills, both verbal and written, to convey complex information clearly. Apply today & join us as a Mortgage Banker where you can make a significant impact on our clients' financial futures while advancing your career in the mortgage industry. Company DescriptionA better way to lend.A better way to lend.

Job Description We are seeking a motivated and detail-oriented Mortgage Loan Officer to join our dynamic team. In this role, you will be responsible for selling your clients. After collecting minimum documentation, we handle the rest for you. Our average turn time is between 7 and 10 days allowing our top Loan Officers to 35k+ a month. All of the leads that you will receive will come in by way of transfer, so you are spending your time talking with clients as opposed to dialing. Benefits: • Compensation Package, • Competitive Commission Plan, • Majority of the leads are warm Lending Tree transfers with Socials, • 401k, • Health insurance, • Paid Holidays, vacation and sick days Schedule: • Monday - Friday, • 8 hour shift Experience: • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • Sales: 1 year (Preferred) Responsibilities: • Assist clients in understanding their mortgage options and guide them through the application process., • Analyze client financial information, including credit reports and income statements, to determine eligibility for loans., • Negotiate loan terms with clients and lenders to secure favorable conditions., • Process loan applications efficiently while adhering to TILA regulations and Fair Housing regulations., • Maintain accurate records of client interactions and loan processing activities using accounting software., • Provide ongoing support and follow-up with clients throughout the mortgage process, ensuring a high level of customer satisfaction., • Stay updated on industry trends, changes in regulations, and best practices in mortgage banking. Skills: • Strong customer service skills with a focus on client satisfaction., • Knowledge of TILA regulations and Fair Housing regulations is essential., • Proven experience in financial sales with the ability to negotiate effectively., • Proficient in basic math skills for accurate financial calculations., • Experience in credit analysis and loan processing is highly desirable., • Familiarity with financial services and accounting software is a plus., • Excellent communication skills, both verbal and written, to convey complex information clearly. Apply today & join us as a Mortgage Banker where you can make a significant impact on our clients' financial futures while advancing your career in the mortgage industry. Company DescriptionA better way to lend.A better way to lend.

Job Description • Monday through Friday: 3:30 pm to Midnight - Night Shift, • This is NOT Part Time, • (OT offered) Weekends ONLY As a Document Warehouse Clerk, you can expect to work in a document production warehouse environment. You will be tasked with unpacking boxes of files/documents, staging for on-site or off-site storage, locating, and retrieving documents. This position is highly hands-on and ideal for those who enjoy straight forward and repetitive tasks, good with meeting deadlines and production goals. A background in any filing work, warehouse/fulfillment or related is helpful. Key Responsibilities: • Process high volumes of financial documents for storage or retrieval. This includes unloading banker boxes of documents, prepping for scan or on-site filing., • Clerk will work on their own to meet/exceed daily production expectations, • Must be able to read hand-written file numbers/letters, • Problem Solving skills to identify where a file/document needs to go, • Basic Computer skills required: data entry and research work as needed, • Maintain complete confidentiality and adhere to security restrictions set forth by SPS/Client, • Comply with SPS/Client device policy, including but not limited to the prohibition of cell phones, digital cameras or other imaging devices on the work floor, • Comply with a corporate casual dress code, • Other duties and tasks as assigned Competencies: • Must be able to work well independently in a fast pace environment, • Must have basic math skills, • Well Organized and detail oriented, • Able to work in a repetitive task, • Able to quickly learn and adapt to Client needs, • Great customer service skills, • Able to meet deadlines/production requirements, • Excellent attendance, • Works well with others in team situations, • Good communication skills Qualifications: • High School Diploma or equivalent, • At least 1 year of any work experience relevant to working in a document production warehouse environment; A background in any filing work, warehouse/fulfillment or related is helpful., • Must be good with on-the-job training, • Computer Skills: Basic proficiency in MS Word, MS Excel, MS Outlook, • Extraordinary customer service, verbal, and written communication skills, works well on your own as well as with others in team situations, • Ability to prioritize work to balance multiple projects and deadlines; Organized and detail-oriented, • Good problem-solving; Proactive and able to operate efficiently in a fast-paced environment Physical Demands: • Will lift/push/pull boxes of documents that can weigh up to 50 lbs, • May have to climb on ladders and work in small places at times, • Fine and/or gross motor skills, including the ability to grasp, lift and/or carry or otherwise move packages on a standard wheeled cart with a load capacity of approximately 50 lbs., • Ability to walk, bend, kneel, stand, and/or sit for an extended period of time. Travel: None Compensation: The expected compensation is an estimate, and the final offer will depend on skills, experience, and other job-related factors. Use of Artificial Intelligence (AI): No AI or automated decision-making tools are used to screen, assess, or select candidates for this role. SPS uses the Greenhouse applicant tracking system, which does not apply AI in these parts of the hiring process. Vacancy Status: This posting is for an existing vacancy. Pay Range$18.15—$18.15 USD WHAT WE OFFER • Career Growth: An opportunity to enter a job that allows you to learn new skills or use a variety of them that may lead you to uncover other career opportunities!, • Learning & Development: At SPS, we promote a work culture of learning so that you can develop to be the best at what you do!, • We Recognize Talent: We offer a variety of recognition programs for all levels of employees!, • Benefit Offerings: Medical, Dental, Vision, HCFSA, DCFSA, HSA, Commuter Transit and Parking, Supplemental Life Insurance, Accident Insurance, Critical Illness, Hospital Indemnity, Legal Program, Identify Theft Protection, Pet Discounts, Pet Insurance, Group Home and Auto Insurance, EAP, Short Term Disability, Life Insurance, Education Discounts, 401k w/ matching, Entertainment Discounts, & Paid Time Off., • Note: Please inquire with the Human Resources team for benefit offerings per role as regular positions that routinely are under 30 hours/week may have a different benefit offering. About SPS SPS is an award-winning employer of choice offering outsourcing solutions that leverage Intelligent Automation (Artificial Intelligence & Robotic Process Automation) in more than 22 countries across the globe. In North America, our services include Mailroom Management (both physical and digital), Office Services such as Reception, Lobby Concierge and Conference Room Management in addition to Document Processing Services utilizing leading edge technologies. Our clients today are companies in sectors such as banking, insurance, legal, higher education, advertising and other professional services, including many Fortune 500 companies. SPS is committed to delivering high caliber outsourcing experience to our clients and offering our employees challenging and exciting career opportunities throughout the North America region and globally. SPS is committed to investing in the professional development of our employees and offers competitive comprehensive benefits and diverse development training programs that lead to building careers. At SPS we embrace the uniqueness of our employees and are committed to the fair and equal treatment of all people, applicants, and employees by promoting a culture of access, inclusion, equity and diversity. SPS provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual and reproductive health choices, national origin, age, disability, genetics, military status, gender identity or expression, sexual orientation and/or any other status protected by applicable law. Colorado only: We accept applications for an expected minimum of 5 days from the date it is posted. The posting may remain open longer as needed to ensure a robust and inclusive applicant pool. Applicants are prohibited from using real-time AI (Artificial Intelligence) tools, prompts, scripts, or real-time assistance (including but not limited to chatbots, AI-generated responses, or transcription-based tools) during any and all interviews over any forum or platform. SPS offers reasonable accommodations in the hiring and employment process for individuals with disabilities. If you need assistance in the application or hiring process to accommodate a disability, you may request an accommodation at any time. To view our privacy policy, click on the link below: Data Privacy Statement Acknowledgement Section: By submitting an application, by hitting "Submit Application", you certify that the information contained in this application is true and complete. You attest to the fact that the answers provided are correct to the best of your knowledge and ability. You certify that you have not knowingly withheld any information that might affect your chances for hiring. You understand that any false information or omission (including any misstatement) on this application or on any document used to secure this employment can be grounds for rejection of application or, if you are employed by SPS can be grounds for immediate termination from this company.

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary:GoodLeap is looking for talented Loan Officers to originate home loans through our in-house, mortgage banking operation. We hire loan officers that want to offer a world-class experience to our customers. Our exclusive lead source is proven to convert at higher than average rates and we offer an aggressive COMPENSATION PLAN that will continually reward you the more you produce! We also have a dynamic culture that supports your success and long-term career goals. Successful candidates for this role must possess excellent customer service skills, consistent work habits, and a proven track record of meeting client expectations while achieving established company sales quotas. What We Provide To You: • Competitive base salary with a tiered commission and bonus structure to award performance, • Inbound pre-screened leads provided to you by our in-house, lead generation team, • We underwrite and fund our loans as a Direct Mortgage Banker, • A full spectrum of lending options that includes conventional, government, jumbo and non-QM loans, • Continual education and training to maximize your growth opportunitiesRequired Skills, Knowledge and Abilities:, • 2-5 years of mortgage experience, • Proven track record of success in a fast-paced, sales role; inside sales experience preferred, • Bachelor’s degree in business or finance preferred, or equivalent work experience, • High confidence and relationship skills, • Ability to handle competing priorities effectively and within established time frames, • High level of integrity and trust; must be a team player with a selfless attitude, • Must possess, or have the ability to possess upon hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become licensed in multiple statesCompensation: $16.90/hour + commission Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionGeneral Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products and services to meet members’ needs and increase member satisfaction. Maintains quality service standards set by the organization while meeting or exceeding monthly assigned sales goals. Principal Accountabilities (95%): Member Experience: • Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their financial needs, and assists them in the selection of the appropriate financial products and services., • Provides an exceptional service experience consistent with Credit Union standards; resolve member complaints quickly and accurately; responds to member inquiries on the phone and in person., • Provides timely closing of loans through consistent follow-up of loan approvals., • Directly responds to member’s inquiries timely and accurately via telephone, mail, email, or an internal referral., • Develop, expand and retain member relationship in order to increase member satisfaction., • Adhere to CCU's Member Experience Playbook, SLA’s and Corporate initiatives., • Follow the retail branch's escalation process. Opens new accounts: • Explains account type, product, or service to member., • Has thorough understanding of all credit union digital products and assists members in establishing all electronic services such as online banking, mobile banking, mobile deposits, direct deposit, bill pay, and etc., • Interviews member to determine appropriate product/account/service to establish., • Complies with all positive identification regulations for establishing new account holders., • Analyzes existing account relationships in order to identify potential services and/or account sales opportunities., • Generates outbound telemarketing calls; identifies member needs and promotes appropriate credit union products and services. Utilizes sales skills to source for new account relationships., • Generates and closes identified sales opportunities with new and existing members to include the solicitation of loans, new accounts, and other credit union products and services., • Develops and maintains a follow-up program for expanding multiple account relationships., • Opens basic Business accounts, Fiduciary, Trust Accounts, IRAs and HSA. Completes all tasks required to establish and service the accounts. Originates and funds consumer loans: • Recommends appropriate products and services to members., • Conducts interview with members relating to loan request., • Cross-sells consumer loan protection products and services., • Reviews documentation and forwards to Consumer Lending for review and approval on loans that are not system-approved., • Communicates the loan disposition to member (approved, counter-offer, denied)., • Creates loan documents and obtains member signature(s)., • Disburses new loan and completes follow-up tasks., • Discusses and refers Business Loans., • Completes tasks and responsibilities relating to enhancing member relationships to increase member service. Business Development: • Develop existing and new member relationships – expanded client base thru business development, on-sites, and community and networking events., • Attends onsite events. Other Accountabilities (5%): • Ensures compliance with all applicable laws, regulations, and Credit Union policies and procedures as they relate to assigned products, including, but not limited to, Truth In Savings and Fair Credit Lending Practices., • Participates in all assigned staff development programs in support of the Credit Union's commitment to continuous improvement in sales and service, quality, and teamwork., • Must consistently report to work on time, as scheduled., • Complete all BAI trainings and classroom courses., • Performs other duties as assigned. The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required. Position Requirement and Qualifications: Abilities: Must be skilled in the following areas: • Strong communication (written and verbal)., • Provide excellent member service both internally and externally., • Proven sales and service results., • Strong time management and organizational skills. Knowledge, Education, Certifications, Licenses: • High School education or equivalent., • Knowledgeable in new accounts and lending policies and procedures., • Solid knowledge of sales and referral technique a must., • Working knowledge of personal computers also required. Experience: • Requires two to three years of financial institution experience in New Accounts, Sales and Consumer Loan origination to gain the necessary knowledge, skills and abilities to handle all aspects of the position or equivalent. Working Conditions and Physical Demands: Work is performed in a general office environment. This position does not require significant physical efforts. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Refer to the Safety & Health Policy found in California Credit Union’s Employee Handbook & Resource Guide. EOE Monday-Thursday, 9:00 a.m.-5:00 p.m., 6:00 p.m. (Friday), Saturday, 9:00 a.m.-2:00 p.m. 40 hours

Job Description Non-QM Account Executive I am currently representing one of the most established Non-QM lenders in the nation, and we are actively seeking experienced Wholesale Account Executives who are looking for long-term stability in the Non-QM space. If your current Non-QM platform has slowed down, tightened programs, or exited the market altogether, this is a conversation worth having. Non-QM currently represents approximately 3% of total mortgage originations, with strong projections for growth in the coming years. This is an opportunity to align yourself with a platform positioned for that expansion. We are seeking seasoned Account Executives with an established network of mortgage bankers and brokers nationwide. This is a true sales role; your job is to build relationships, generate submissions, and drive loans to close. You sell; the internal team handles processing. Responsibilities: Develop and maintain productive broker and banker relationships Drive Non-QM and Sub-Prime submissions through to closing Coordinate with internal support teams to ensure timely conditions and documentation Collaborate with senior leadership on goals and projections Meet or exceed production targets Requirements / Ideal Background: Current mortgage industry experience required Proven wholesale lending production history Strong relationship-building skills with bankers and brokers Self-driven, proactive, and solution-oriented mindset High attention to detail with the ability to move quickly Comfortable leveraging email marketing and technology Motivated by production goals and income potential Compensation / Benefits: Aggressive commission structure on closed deals Approved broker network Qualified leads Ongoing training, marketing support, and materials Real-time pipeline visibility through advanced portal technology Remote flexibility with full independence Comprehensive benefits package (Health, 401K, group life, profit sharing) Small-company culture with national vision and infrastructure NMLS license not required *Please note that we at Career Consulting Partners will be sure to keep your information private. We will not submit you or your information to any firm without your consent. Once we have received your resume/application we will reach out to you and review the firm(s) before we move forward*

Job DescriptionDescription: At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating Possibility is not just our mission, it’s what we do every day for clients and associates. Learn more about Sunflower Bank, N.A. at sunflowerbank.com. Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time Private Banker at our Irvine, CA Location. The salary range for this position is $132,500 to $205,000, depending on knowledge, skills, abilities, experience, and location. Summary: The Private Banker position is responsible to build and enhance long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor, this position manages the clients’ relationships across the organization. It leverages the diverse resources of the company and proactively recommends solutions needed to achieve client goals and priorities. Success is measured by client satisfaction and growth in relationship balances (deposit, credit, wealth management). Responsibilities: • Responsible for expanding the Bank’s client base by providing proactive, thoughtful, advice-based solutions for qualified Private Banking clients and prospects., • Identify and cultivate new relationships with High-Net-Worth individuals and families, professional service companies, non-profit and foundation clients., • Deliver high quality client service as well as appropriate recommendations to address unmet needs in order to acquire new clients and to enhance existing relationships., • Work closely with the Wealth Management Partners to identify Financial Planning and Wealth Management opportunities., • Collaborate with specialists (e.g., Treasury Management, Mortgage Loan Originators, Business Bankers, Commercial Relationship Managers), to connect clients to experts who can help them with specialized financial needs., • Monitor the performance of client accounts and make recommendations that will help clients meet their goals and objectives., • Manage private banking loan portfolio and review the quality of the portfolio to monitor the development of unfavorable trends., • Achieve set goals for deposit growth, credit origination, and assets under management., • Follow established lending procedures and perform adequate credit analysis., • Work with team of wealth advisors, wealth strategists and fiduciary specialists to preserve and protect client wealth., • Perform the job in accordance with applicable industry laws and regulations as well as the policies and procedures established by the company., • Responsible for upholding Fair and Responsible Banking practices and Code of Ethics and Conduct guidelines., • Understand and participate in the Bank’s Community Reinvestment Act program., • Perform other duties as assigned. Education/Experience Preferred: • Bachelor’s Degree in Accounting, Finance, or other related fields., • Must possess two or more years of experience in financial services with High-Net-Worth individuals and families., • Must possess a minimum of five years of experience in direct sales., • Must possess a high-level of credit underwriting skills for High-Net-Worth individuals and families. Must be proficient in analyzing personal tax returns, personal financial statements & company balance sheets/income statements., • Must possess strong sales skills, the ability to recognize sales opportunities, and the drive to pursue them vigorously., • Must possess business development, COI development, and creative networking skills., • Experience in understanding the financial needs of a variety of clients and the ability to offer bank and/or fiduciary solutions., • Strong understanding of banking and lending products., • Ability to meet deadlines and manage expectations., • Experience with sensitivity in working with and maintaining confidential information., • Ability to present banking and credit proposals., • Must be able to work flexible hours with an expected minimum of 40 hours per week., • Must be bondable. Pay is dependent on knowledge, skills, abilities, experience, and location. Working Conditions The physical demands of this position require the ability to perform essential job functions with or without reasonable accommodation. Employees may spend extended periods sitting or standing, using hands to operate computers or other equipment, and reaching for work-related tasks. Regular walking may be required, along with occasional bending, stooping, kneeling, or climbing. The role may involve lifting or moving items weighing up to 10 pounds. Vision requirements include close and distance vision, color and peripheral vision, depth perception, and the ability to adjust focus. Sunflower Bank Benefits People choose to “bank” with us, but for those we serve, we’re more than a bank. We strive to be the financial backbone of their lives, and we know that starts with our team. Our supportive culture empowers team members to grow and seize new opportunities. Like our namesake, the sunflower, we are: • Rooted in Strength, • Propelled by Growth, • Individuals in a Great Whole, • Creating Possibility, • Community Focused Associates enjoy outstanding benefits, including: • 401(k) Plan with 6% Match, • Health/Dental/Vision Insurance, • Company-paid Life Insurance, • Tuition Reimbursement, • Fitness Reimbursement, • Paid Time Off, • Volunteer Leave, • Paid Holidays, • Plus many more associate perks & incentives! If you qualify, apply online at www.sunflowerbank.com/careers. You’ve never worked anyplace like Sunflower Bank! EOE/AA: Minorities/Females/Disabled/Vets Sunflower Bank, N.A. is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law. Open until filled; early application encouraged. This vacancy announcement may be used to fill similar positions within 90 days. If you are a California resident, you may be entitled to certain rights regarding your personal information, which is information that identifies, relates to, or could reasonably be linked with a particular California resident or household. Additional information about our data collection practices and location-specific notices is available on our privacy policy. Requirements:

The Personal Banker’s primary function and responsibility is to provide personalized banking service for clients.

Job Description Searching for Real Estate Agents in Huntington Beach, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Huntington Beach, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: https://www.coldwellbanker.com/about What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Perform strategic prospecting methods to find new clients who are interested in selling or buying real estate Qualifications • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented, • Comfortable using technology Compensation Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR TqvIkMil9a

Job Description Job Summary The Relationship Manager will work closely with the Legal Client Services Director in developing and maintaining strong relationships with clients and providing quality customer service. The LCS Banker / Relationship Manager acts as a strategic advisor to the legal community, responsible for developing and expanding relationships with law firms and attorneys. This role provides consultative banking solutions encompassing both Firm needs (operational capital, IOLTA/Trust accounts) and Attorney needs (capital buy-in loans, wealth management). The LCS Relationship Manager partners closely with LCS leadership, credit, treasury management, and branch teams to deliver consistent “white glove” client experience, ensure sound risk management, and achieve deposit and revenue goals while maintaining compliance with Bank policies and regulatory requirements. Essential Duties • Establish and maintain an excellent rapport with bank customers, including those with complex financing and depository requirements by making monthly retention calls on selected customers, • Manage and grow a portfolio of law firm clients by understanding their specific practice mix, partner compensation models, and growth cycles., • Drive deposit growth through specialized legal products, specifically IOLTA, escrow management and operating accounts., • Actively build Centers of Influence (COIs) within the legal community by participating in Bar Associations and legal industry networking events., • Identify and structure complex financing needs, including Lines of Credit Partner capital loans, and other lending peculiar to law firms and their professionals., • Maintain primary responsibility for the risk rating of the portfolio, partner with the Portfolio Banker to collect financial reporting and address credit issues early., • Assist with risk management and ensure all team members are protecting the interests of Farmers & Merchants Bank while enhancing the customer experience Act as the escalation point for complex servicing issues, ensuring rapid resolutions. • Mentor support staff to ensure documentation and service delivery meet the “high-touch” standards required by legal professionals., • Utilize Bank systems and technology to review electronic credit files, client documentation, relationship profitability metrics, and account opening Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, AML, OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. Acts as the control point for the Department to ensure that all BSA-related requirements, procedures and time frames are met. Required Knowledge • Legal Sector Dynamics: Eager to learn about law firm lifecycle stages, partner/owner structures (Equity vs Non-Equity), and industry revenue benchmarks., • Ethical Banking Rules: Understanding of Legal Ethics rules regarding commingling of funds and specific compliance requirement for IOLTA/Client Trust accounts., • Credit Acumen: Ability to identify and structure new deals based on Credit Policy and Guidelines., • Consultative Skills: Ability to identify and structure complex financing needs of LCS clients, • Regulatory Knowledge, • Regulation CC, • Regulation DD, • Regulation E (EFT), • Bank Secrecy Act, • Anti-Money Laundering, • OFAC, • CIP, • Fair Credit Reporting, • FDIC Insurance, • Privacy Laws, • Regulation BB (CRA), • Regulation B (ECOA), • Regulation X (RESPA), • Regulation Z (Truth about Lending), • UCC Filings Basic Knowledge, Skills and Abilities • Consultative Selling: Proven ability to navigate high-net-worth and sophisticated professional circles, ability to sell “advice” rather than just “product”., • Influence and Collaboration: Ability to coordinate across internal Bank divisions (Branch Banking, Treasury, Credit) to deliver a unified solution to the client., • Technical proficiency: Proficiency in Microsoft Office (Excel, Word, PowerPoint). Clear understanding of English (spoken and written)., • Presentation skills (client-facing and internal) and strong written communication, • Time management: Ability to manage multiple deadlines/priorities. Critical thinking and problem-solving; ability to work independently. Officer Title Eligibility For qualified positions, the Bank may designate an Officer Title to an employee who seeks and/or meets defined competencies for an eligible position. This position qualifies for the officer title of Vice President. Equipment Operated • Lap/desk top computers, • Standard Office Equipment (copiers, fax machines, etc.) Physical Requirements & Work Environment • Requires standing and/or sitting for prolonged periods of time., • Requires lifting up to 10 lbs., • Office setting with controlled temperature., • Some travel required. Education and Experience • Bachelor’s degree or equivalent required, • Minimum of 5 years of relevant work experience with a strong emphasis on customer service, sales, and relationship/portfolio management. Additional Requirements • Ability to travel to various Bank locations as needed., • Some evening and weekend hours required. As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year. This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. February 2, 2026

Job Description Searching for Real Estate Agents – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: https://www.coldwellbanker.com/about What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Perform strategic prospecting methods to find new clients who are interested in selling or buying real estate Qualifications • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented, • Comfortable using technology Compensation Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR 0eK4jVVbcC

Job Description We are seeking a motivated and detail-oriented Mortgage Loan Officer to join our dynamic team. In this role, you will be responsible for selling your clients. After collecting minimum documentation, we handle the rest for you. Our average turn time is between 7 and 10 days allowing our top Loan Officers to 35k+ a month. All of the leads that you will receive will come in by way of transfer, so you are spending your time talking with clients as opposed to dialing. Benefits: • Compensation Package, • Competitive Commission Plan, • Majority of the leads are warm Lending Tree transfers with Socials, • 401k, • Health insurance, • Paid Holidays, vacation and sick days Schedule: • Monday - Friday, • 8 hour shift Experience: • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • Sales: 1 year (Preferred) Responsibilities: • Assist clients in understanding their mortgage options and guide them through the application process., • Analyze client financial information, including credit reports and income statements, to determine eligibility for loans., • Negotiate loan terms with clients and lenders to secure favorable conditions., • Process loan applications efficiently while adhering to TILA regulations and Fair Housing regulations., • Maintain accurate records of client interactions and loan processing activities using accounting software., • Provide ongoing support and follow-up with clients throughout the mortgage process, ensuring a high level of customer satisfaction., • Stay updated on industry trends, changes in regulations, and best practices in mortgage banking. Skills: • Strong customer service skills with a focus on client satisfaction., • Knowledge of TILA regulations and Fair Housing regulations is essential., • Proven experience in financial sales with the ability to negotiate effectively., • Proficient in basic math skills for accurate financial calculations., • Experience in credit analysis and loan processing is highly desirable., • Familiarity with financial services and accounting software is a plus., • Excellent communication skills, both verbal and written, to convey complex information clearly. Apply today & join us as a Mortgage Banker where you can make a significant impact on our clients' financial futures while advancing your career in the mortgage industry. Company DescriptionA better way to lend.A better way to lend.

Job Description We are seeking a motivated and detail-oriented Mortgage Loan Officer to join our dynamic team. In this role, you will be responsible for selling your clients. After collecting minimum documentation, we handle the rest for you. Our average turn time is between 7 and 10 days allowing our top Loan Officers to make 35k+ a month. All of the leads that you will receive will come in by way of transfer, so you are spending your time talking with clients as opposed to dialing. Benefits: • Compensation Package, • Competitive Commission Plan, • Majority of the leads are warm Lending Tree transfers with Socials, • 401k, • Health insurance, • Paid Holidays, vacation and sick days Schedule: • Monday - Friday, • 8 hour shift Experience: • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • Sales: 1 year (Preferred) Responsibilities: • Assist clients in understanding their mortgage options and guide them through the application process., • Analyze client financial information, including credit reports and income statements, to determine eligibility for loans., • Negotiate loan terms with clients and lenders to secure favorable conditions., • Process loan applications efficiently while adhering to TILA regulations and Fair Housing regulations., • Maintain accurate records of client interactions and loan processing activities using accounting software., • Provide ongoing support and follow-up with clients throughout the mortgage process, ensuring a high level of customer satisfaction., • Stay updated on industry trends, changes in regulations, and best practices in mortgage banking. Skills: • Strong customer service skills with a focus on client satisfaction., • Knowledge of TILA regulations and Fair Housing regulations is essential., • Proven experience in financial sales with the ability to negotiate effectively., • Proficient in basic math skills for accurate financial calculations., • Experience in credit analysis and loan processing is highly desirable., • Familiarity with financial services and accounting software is a plus., • Excellent communication skills, both verbal and written, to convey complex information clearly. Apply today & join us as a Mortgage Banker where you can make a significant impact on our clients' financial futures while advancing your career in the mortgage industry. Company DescriptionA better way to lend.A better way to lend.

Job Description Searching for Real Estate Agents in Garden Grove, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Garden Grove, California. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: https://www.coldwellbanker.com/about What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Perform strategic prospecting methods to find new clients who are interested in selling or buying real estate Qualifications • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented, • Comfortable using technology Compensation Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR SN3L7h4LQC

Job Description Searching for Real Estate Agents – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. About Coldwell Banker: Founded in 1906, Coldwell Banker is recognized nationally and internationally for the quality and innovation with which it approaches the real estate needs of clients across 3,000 offices in 49 countries and territories. Learn more about our history here: https://www.coldwellbanker.com/about What to Expect as a Coldwell Banker Agent: As a member of the team, we will provide you with a comprehensive training program and an impressive range of technology tools designed to get you up and running quickly. You will receive the best marketing platform the industry has to offer for promoting your client’s listings. Our mentors will provide hands-on training pertaining to business strategies and provide support through your initial transactions. Working as a real estate agent is not just a career, it is a lifestyle choice. You can become your own boss, earn an income without limitation and enjoy the flexibility of your own schedule. Responsibilities • Represent home sellers and home buyers in real estate transactions, • Coordinate with third party entities, • Communicate with leads through in-person meetings, phone calls, digital media, open houses and more, • Foster client relationships, • Negotiate purchase agreements, manage client issues, • Perform strategic prospecting methods to find new clients who are interested in selling or buying real estate Qualifications • Active real estate license, • Motivation and willingness to learn and excel in their field, • Strong communication skills, • Thrives in a professional atmosphere, • Entrepreneurial mindset with an appetite for learning new skills, • Optimistic, hardworking, detail-oriented, • Comfortable using technology Compensation Real estate agents are independent contractors, not provided a salary or hourly wage. This means your income potential has no limit. Full-time real estate agents at Coldwell Banker can make $100,000+ in their first 1-2 years. Whether you are a licensed agent or you are seeking to earn your real estate license, your application is welcome! Apply today! Powered by JazzHR CAkdBb6qm3

The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Head Universal Banker, Fountain Valley Branch. The Head Universal Banker is a leadership role responsible for providing exceptional service delivery to our internal and external customers while guiding and supporting the branch team. The Head Universal Banker plays a key role in championing risk and

The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner. Skill(s): Financial literacy, Knowledge of retail banking products a

Real Estate Agent Opportunity in Huntington Beach, California.We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Huntington Beach, California.Applicants without a real estate license are invited to apply.You need a license to become a real estate age

If you are interested in partnering with Coldwell Banker as an Independent Sales Associate, contact us for more details and the opportunity to speak with a Branch Manager in your local area. Today, many top residential associates affiliated with Coldwell Banker earn more than $1 million a year in co

If so, you may have the characteristics it takes to become a successful Independent Sales Associate by partnering with Coldwell Banker Residential Brokerage in these major real estate markets:. Coldwell Banker Independents Sales Associates earn 56% more sales volume than any other national real esta

Application Deadline: 06/05/2026 Address: 3931 S.Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of cust

Part Time Universal Banker (20 Hours), Santa Ana Branch (Bilingual Preferred: Spanish). The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Teller Position/h2pPeople drive our success.Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that supports your aspirations and success.We believe people are our most valuable asset and we proudly f

Personal Banker/Member Service Representative (MSR). Requires a minimum one-year recent universal or personal banker experience which includes teller, new accounts, AND consumer lending expertise.

Essential Functions/h3pTravels to branches to work as Relationship Banker l in the absence of the branchs Relationship Banker l. Cathay Bank Relationship Banker/h2pPeople drive our success. Apply today!/ph3General Summary/h3pTravel to various branches within the assigned region to work as a substitu

Personal Banker Safe Act - Garden Grove Branch. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Financial Service Consultant II (Personal Banker). Currently, we have an immediate opening in our Irvine, CA branch for a Financial Service Consultant II (Personal Banker) to join our team!. Minimum 2 years experience as a personal banker at a credit union or bank setting.

As a Personal Banker / Member Service Representative (MSR), you're more than the face of the branchyou're a trusted financial partner. Requires a minimum one-year recent universal or personal banker experience which includes teller, new accounts, AND consumer lending expertise.

Personal Banker Safe Act, Costa Mesa Harbor Branch, Officer. The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.

Bank of America believes both in the importance of working together and offering flexibility to our employees. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Is confident in educating clients on how to conduct simple b

Job Description Job Summary The Portfolio Banker is responsible for gathering and analyzing credit information, for conducting extensive in-depth company, financial, and industry analysis, and performing due diligence to evaluate risk/return parameters of financing transactions as well as preparing Loan Worksheet Addendums and Speed Memo Addendums. The Portfolio Banker regularly interfaces with Clients, Relationship Managers, Regional Relationship Managers, Credit Administrators and Senior Management, and provides recommendations relating to credit extension decisions. Post loan boarding duties include following for financial reporting and financial covenant compliance and monitoring financial trends of borrowers and value of collateral. The Portfolio Banker is usually designated as the secondary point of contact for specific relationships and is to provide exemplary service to ensure customer satisfaction. The LCS Portfolio Banker acts as a specialized credit analyst and portfolio manager, working closely with LCS Banker/Relationship Managers to evaluate the unique financial models of law firms and legal professionals. The role is responsible for gathering and analyzing complex credit information – specifically focusing on law firm revenue drivers – performing due diligence and preparing written credit recommendations. Post-closing, the Portfolio Banker manages portfolio hygiene, monitoring borrowing trends, partner capital stability, and covenant compliance. The LCS Portfolio Banker is typically the secondary point of contact for assigned relationships and provides exemplary service to ensure customer satisfaction. Essential Duties • Analyze credit data, financial statements and pertinent information for credit worthiness to determine the degree of risk involved in extending credit, • Spread financial statements and Federal income tax returns on CASH Insight of borrowers and guarantors, • Analyze financial data such as revenue growth, profitability, cash flow, quality of management, and industry market share to determine expected repayment of loan, • Compare liquidity, profitability, and credit histories of establishments being evaluated with those of similar establishments in the same industries and geographic locations, • Prepares and presents credit reports to appropriate senior staff or committees for use in the making of lending decisions on new, renewal and extension loans, • Monitor credit risk by periodically evaluating financial trends, credit bureau reports, pay habits, and other sources of information of the borrower and guarantor(s), • Ensure compliance with bank policy, regulatory requirements and credit worthiness by reviewing and updating all pertinent credit loan file information, and adherence to all loan agreements requirements including following for required financial reports and compliance with financial covenants, • Legal Industry Credit Analysis: Analyze credit data and financial statements with a specific focus on law firm metrics, including Work-in-Progress (WIP), realization rates, attorney aging reports and expense allocation., • Spreading and Repayment Analysis: Spread financial statements and tax returns. Perform repayment analysis that accounts for legal industry dynamics, such as contingency vs. hourly billing cycle, uneven cash flows, and reliance on key rainmakers., • Peer Benchmarking: Compare liquidity, profitability (Profit Per Equity Partner) and leverage ratios against legal industry benchmarks and similar practice areas., • Credit Package Preparation: Prepare and quality check credit write-ups for new requests, renewals, and partner capital loan programs; ensure credit narrative clearly explains specific legal risks to Senior Credit Officers., • Due Diligence & Compliance: Coordinate file completeness and due diligence, ensuring strict adherence to BSA/AML standards given the high volume., • Portfolio Monitoring: proactively monitor credit risk by tracking covenant compliance (e.g., debt service coverage, tangible net worth) and soft risk factors such as partner departures or regulatory actions against law firms., • High-Touch Service: Serve as a secondary point of contact for law firm administrators and partners, providing responsive service for documentation request and operational inquiries. Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned. Required Knowledge • Legal Industry Accounting: Deep understanding of Cash vs Accrual basis accounting, “Hard” vs “Soft” client costs, and treatment of IOLTA/Client trust and operation accounts., • Banking Operations: Understanding of deposit & treasury, and loan products tailored for professional services., • Regulatory Knowledge, • Regulation E (EFT), • Bank Secrecy Act, • FDIC Insurance, • Privacy Laws, • Regulation BB (CRA), • Regulation B (ECOA), • Regulation X (RESPA), • Regulation Z (Truth about Lending), • Fair Credit Reporting Act, • UCC, • Investment Products, • Loan Documentations, • Account Services, • Trust Services Basic Knowledge, Skills and Abilities • Specialized Analytical Skills: Ability to interpret law firm financial statements and partner K-1 tax schedule., • Critical Thinking: Strong judgment in identifying credit risks unique to professional firms (e.g., single client concentration)., • Communication: Strong customer-service mindset. Ability to communicate technical credit requirements effectively to sophisticated clientele (attorneys and law firm COOs) and internal partners and management. Ability to actively listen, learn, and collaborate in a team environment., • Technical proficiency: Advanced excel skills for cash flow modeling; proficiency in Bank spreading tools. Proficiency in Microsoft Office (Excel, Word, PowerPoint). Clear understanding of English (spoken and written)., • Time management: Ability to manage multiple deadlines/priorities. Critical thinking and problem-solving; ability to work independently. Officer Title Eligibility For qualified positions, the Bank may designate an Officer Title to an employee who seeks and/or meets defined competencies for an eligible position. This position qualifies for the officer title(s) Assistant Vice President or Vice President. Equipment Operated • Telephones/Cell Phone, • Desk and/or Laptop Computers, • Standard office equipment (copiers, fax machines) Physical Requirements & Work Environment • Requires standing and/or sitting for prolong periods of time, • Requires lifting up to 10 lbs., • Office setting w/controlled temperature, • Travelling as required Education and Experience • Bachelor's degree (in Business, Accounting, Finance or related discipline) required, • 5-10 years of credit analysis or portfolio management experience, with a preference for Professional Services or Commercial & Industrial (C&I) lending. Additional Requirements • Ability to travel to various bank locations as needed, • Some after-bank hours and Saturday hours may be required. As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year. This job description is not intended to be all-inclusive, and employees will also perform other duties as assigned by management as required. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. February 2, 2026

Job Description Build Relationships. Build Futures. Build Your Career. At Orange County’s Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we’ve helped our members reach life’s milestones by building real relationships, not pushing transactions. With $3+ billion in assets and 145,000+ members, we’re proud of where we’ve come from—and excited about where we’re going next. Our people-first philosophy isn’t just a tagline. It’s why we’ve been named #1 Credit Union by the Orange County Register for several years and most recently 2024 & 2025! We’re also honored with workplace satisfaction—driven directly by employee voices. When you join OCFCU, you’re joining a workplace where people genuinely enjoy coming to work and feel empowered to do meaningful, impactful work every day. As a Personal Banker/Member Service Representative (MSR), you’re more than the face of the branch—you’re a trusted financial partner. You’ll blend service, sales, and problem‑solving to help members confidently navigate their financial journeys. What you’ll do: • Deliver exceptional experiences by handling teller transactions with accuracy and care, • Open new accounts and guide members through consumer loan applications, • Proactively recommend products and services that truly fit member needs, • Resolve questions and concerns with a consultative, relationship‑focused approach, • Create trust that lasts beyond the transaction—and keeps members coming back You’ll bring: • Banking Experience:, • 2+ years of recent experience in a bank or credit union, • Hands‑on experience with teller transactions, new account openings, and consumer lending, • Sales & Communication Skills:, • 2+ years cross‑selling and referring financial products, • Clear, friendly communication—professional but approachable, • Tech Savvy:, • Comfortable learning and using multiple systems and platforms, • Schedule Flexibility:, • Monday–Saturday availability, • Weekdays between 8:30 AM–6:30 PM and Saturdays 8:30 AM–2:30 PM Compensation & Career Path We believe great talent deserves fair, transparent pay—and room to grow. Hourly pay is based on experience, internal equity, and role level: Member Service Rep IV – $23.00–$25.00 per hour. Requires a minimum one-year recent universal or personal banker experience which includes teller, new accounts, AND consumer lending expertise Why OCFCU? • Award‑winning workplace culture, • Clear growth paths and internal mobility, • People before profits—always, • A team that supports each other and celebrates wins, • Health Coverage: Comprehensive benefits, including Anthem, Delta Dental, and VSP, effective from your first day., • Financial Security: Life insurance at no cost and a 401(k) plan with an employer match up to 6%., • Work-Life Balance: 13 days of vacation and seven (7) sick days annually and paid holidays., • Recognition & Growth: Annual merit increases, discretionary and referral bonuses, as well as educational grants up to $1,000 per year. Orange County's Federal Credit Union is an Equal Opportunity Employer. Pre-employment screenings, including background and credit checks, are required.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Bank Of America Financial Center Representative.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. At Bank of America, you can build a successful career

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. At Bank of America, you can build a successful career

As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service.

Join Our Team at Cathay Bank/h2pAre you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank we strive to provide a caring culture that supports your aspirations and success.We believe people are our most valuable asset and we proudly foster growth