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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., • 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., • Develop existing and new member relationships – expanded client base thru business development, on-sites, and community and networking events., • 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. 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., • High School education or equivalent., • Knowledgeable in new accounts and lending policies and procedures., • Solid knowledge of sales and referral technique a must., • 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/week

Job Description Job Summary The Portfolio Banker works closely with Relationship Managers and Regional Relationship Manager to evaluate the financial information and needs of prospective and existing borrowers. The Portfolio Banker is responsible for the gathering and analyzing commercial real estate financials, credit information, conducting extensive in-depth company and industry analysis, and performing due diligence to evaluate risk/return parameters of financing transactions. This position requires direct experience in investor real estate underwriting and asset management to prepare credit memos and annual loan reviews. This individual provides expertise in analyzing, structuring, and underwriting varying levels of complex loan products (including bridge, & construction loans), which includes analyzing property rent rolls, financial statements, cash flows , and valuations. 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 and credit risk rating decisions. Post loan boarding duties include following for financial reporting and financial covenant compliance and monitoring financial trends of borrowers, property valuations, and market conditions. 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. Essential Duties • Analyze property financial statements and rent rolls, guarantor personal financial statements, company financial statements, and other 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 for properties, businesses, borrowers and guarantors, • Monitors the performance of the CRE loan portfolio, evaluating property cash flow, performance covenants, and financial conditions of borrowers and guarantors to assess risk, • Analyze liquidity, profitability, and credit histories of borrowers and guarantors. For businesses, evaluate against those of similar industries and geographic locations, • Prepares and presents credit memos 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, • Work directly with clients to support client retention, new business growth, and the bank’s reputation as a trusted partner in the commercial real estate space. The requirements of this position have not been identified to include actions or activities that meet the definition of mortgage loan originator (MLO) under the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E Act). At such time the position requirements change to meet the definition of a mortgage loan originator, an active and current loan originator ID issued through the National Mortgage Licensing System Registry will be required as a mandatory requirement of this position. Required 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, • Deposit Products, • Investment Products, • Loan Products, • Loan Documentations, • Account Services, • Trust Services, • Bank Operations 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. Basic Knowledge, Skills and Abilities • Judgment and Market Knowledge, • Time Management Skills, • Proficiency with Microsoft Office Products (especially Excel and Word), • Clear understanding of the English Language (Spoken & Written), • Advanced Mathematics Skills, • Attention to Detail, • Telephone Skills, • Customer Service Skills, • Critical Thinking & Problem Solving Skills, • Ability to work independently, • Ability to multitask, • Ability to actively listen & learn, • Ability to use oral communication techniques to sell products or services, • Ability to respectfully communicate with Supervisors and Co-workers, • Ability and desire to foster and interact in a team environment, and willingness to contribute to team efforts 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, • Up to 10% traveling Education and Experience • Bachelor's degree is required with Business, Accounting, Finance or related discipline preferred, • Ability to travel to various bank locations as needed, • Some Saturday hours are 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.

Job Description POSITION OVERVIEW This position is the “point of contact” for a majority of customers in their day-to-day transactions generally associated with teller work. This position is responsible for processing teller transactions accurately and efficiently in a fast-paced environment while offering Bank products and services. POSITION RESPONSIBILITIES • Handle all teller functionalities, • Open new accounts and cross sell bank products and services, • Handles customer’s call and inquiries, • Accepts new stop payment orders and handle return mails, • Balances all data processing reports to Operations Administration, • Prepares data processing entries for submission to Operations Administration, • Compliant with bank regulations, • Be acquainted of bank products/services, • Assists the Operations Officer as needed or requested, • Handle additional duties assigned by management, • Fully compliant with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti Money Laundering, Code of Conduct, and etc.) Must complete all required training. SKILLS / QUALIFICATIONS • Working knowledge of all operations departments of the Bank, • Ability to deal effectively and tactfully with all types of customers, • Proficiency in basic computer skills, • Strong interpersonal and communication skills, • Bilingual – English/Korean preferred EDUCATION / EXPERIENCE • Bachelor’s degree preferred, • 2 years in branch banking experience preferred We offer a competitive total rewards package, including but not limited to Medical, Dental, Vision, and Life Insurance, 401k retirement savings plan, and paid federal holidays, for this full-time position within the hourly range of $18.00 - $20.00. Pay ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Must be authorized to work in the US. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.

Job Description Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter credit union. Our commitment to providing our members with exceptional financial products and services, along with our legendary service, has allowed us to grow our membership nationally. Join a team that values its employees, invests in professional growth, and makes an impact in the firefighter community. Are you ready to empower firefighters and their families to achieve their financial dreams? If so, this is an exciting opportunity to work with a reputable organization dedicated to serving those who serve our communities. Currently, we have an immediate opening in our Irvine, CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is responsible for establishing new member relationships and interfacing with members to provide a full-service experience. Typical responsibilities: • Recommend financial products and services to meet members’ short and long-term financial needs., • Assist members with completing consumer loan applications., • Process and manage member accounts and related transactions such as deposits (e.g., savings and checking), investment accounts (e.g., Certificates, IRAs, Trusts), and/or opening new and sub-accounts., • Process cash transactions for members, maintain cash drawers, and daily balance of vaults and branch cash., • Contribute to a positive and collaborative work environment, supporting your colleagues and fostering a culture of teamwork and continuous improvement., • Minimum 2 years experience as a personal banker at a credit union or bank setting, • Proven track record of taking initiative, demonstrating a proactive approach to member interactions, and identifying opportunities for improvement., • Experience with consumer loan application and processing., • Experience with account opening and teller transactions., • A team player mentality, collaborating effectively with colleagues and contributing to a positive work environment., • Passion for serving the community, • High School Diploma or GED We offer exceptional benefits to our employees, including: • Competitive salary with a pay for performance bonus, • Fully paid Medical, Dental, and Vision benefits package for employees., • Fully paid Life insurance, AD&D, short and long-term disability coverage, • 401k plan with a 3% safe harbor from the credit union and a matching program of up to 4%, • Education reimbursement of up to $5,250 annually, along with a 0% education loan assistance program, • Pet Insurance, • 3 weeks of PTO annually including 2 ½ days of float time., • 9 paid holidays plus 2 half days Join our team and make a meaningful impact on the lives of firefighters and their families. We value your skills, expertise, and commitment to serving the community. Apply today to become a part of our mission to strengthen our Fire Family and create a brighter financial future for our members. Firefighters First Federal Credit Union is an Equal Employment Opportunity employer. We do not discriminate based upon race, color, religion, age, gender, marital status, physical or mental disability, medical condition, pregnancy, sexual orientation, gender identity or expression, national origin, veteran status, genetic information, or any other status protected under federal, state, or local law. Firefighters First Federal Credit Union is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Human Resources at .

Job Description Job Title: VP / Branch Operations Manager/ Client Services Manager Department: Branch Operations Reports To: Regional Branch Operations Manager FLSA Status: EXEMPT Job Summary Responsible for the operational integrity of the branch, assuring that proper controls and procedures are being implemented and followed on a consistent basis. Monitors branch activity for compliance and correctness and directs follow up actions where necessary. Ensures the message of operational safety and fraud awareness is top of mind for the branch as well as clients. Understands what it means to serve the client in all ways by executing the Bank’s concierge service strategy and following its service standards. Duties and Responsibilities • Oversee day to day customer and branch team activity and operations of the branch in a safe manner that will protect the bank and its customers., • Meet and exceed customer service expectations., • Prepare work schedules, coordinate staff coverage and assign duties to staff to ensure efficient operation of branch., • Ensure self and staff have a thorough understanding of what is expected of them operationally including their responsibility to follow procedures, maintain the skill levels expected of them and understand signing authorities given to them., • Expertise in all core systems and deposit documentation and financial platforms., • Understand and execute complex entity structures and account titling., • Achieve a minimum of ‘satisfactory’ on all audits., • Control branch cash to meet branch needs within policy requirements., • Responsible for self and staff development including ongoing training., • Conduct regular (minimum of monthly) documented staff meetings to discuss policy and procedure, updates, bank focus, training, etc. Ensure takeaways from manager-level operational meetings are deployed to teams., • Responsible for hiring, promotions, terminations, performance appraisal and salary administration., • Regularly coach team members to increase knowledge, improve skills, increase productivity, improve communication, maintain accountability, etc., • Ensure the branch team follows all fraud related directives and communication., • Establish and maintain the highest level of communication and collaboration with the Market Leader (or equivalent); work together to prioritize and execute on production to achieve the highest level of client service., • Minimum 5-7 years of banking management and operations experience and has previously held a CSM or Assistant Branch Manager position for 2-3 years., • Seasoned banker who understands how bank branches operate, what is required to run commercial bank branch operations and possesses in depth knowledge of Bank policies and procedures and applicable regulatory compliance., • Exceptional verbal and written communication skills, • Technical Skills, • Problem Solving, • Business Acumen, • Strategic Thinking, • Judgment, • Team Work, • Managing Others This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. Physical Demands • Regularly required to talk or listen, • Frequently required to use hands and fingers to handle or feel, reach with hands or arms., • Required to sit for long periods of time, • Occasionally required to stand and walk, • Occasionally required to lift up to 25 pounds, • Specific vision abilities required by this position include close vision and the ability to focus., • Employee may be required to travel occasionally

Job Description This position reports on-site. Summary: This position is responsible for a variety of job functions relating to the servicing of Residential, Multifamily, Commercial Real Estate, and Business Commercial Loans. Perform routine loan servicing duties in support of the department, i.e., respond to customer loan inquiries, process loan payments and payoffs, and board loans. Effectively communicate with related business units, including Branch offices, Private Bankers, and Private Banker Assistants. Assist with all aspects of loan servicing. Duties and Responsibilities: • Understand and comply with requirements of all laws and regulations applicable to the position, • Answer telephone calls regarding routine loan inquiries, • Update daily indices on the loan core system, • Complete all loan advance requests by working closely with Private Bankers to ensure the accuracy of the request, • Audit Rate adjustments and ARM notices as they occur, • Update the loan core system with hazard/flood insurance information, policy renewals, and cancellations, • Data entry of loan information to the loan core system that includes payment processing, payment reversals, address changes, appraisal updates, and other loan file maintenance, • Payoff loans by working with title and escrow to facilitate the payoff, • Assist with processing Verification of Mortgage forms, • Work with title and escrow companies to assist with processing Demand statements, including amending demands as needed with updated amounts to facilitate payoffs, • Board new loans to the loan core system, • Provide highly responsive and consistent levels of customer service to the Bank’s internal and external customers, • Assist with any departmental duties and projects as assigned Geographic Location: Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • High School diploma or equivalent required; higher degree preferred, • Must have a clear understanding of the mechanics and functionality of adjustable-rate loans, • Basic knowledge of information technology required, • Extensive experience working with adjustable-rate loans, • Excellent organizational and communication skills, written and verbal, • PC proficiency in MS Word, Excel, and Outlook While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms, and talk or hear. The employee frequently is required to walk. The employee is occasionally required to stand; climb or balance, and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. First Foundation 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, and status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description • Monday through Friday: 5:30 pm to 2:00 am - 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, • 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, • 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 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. 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 Ground Zero (Six Figure) Entry Level Earning Opportunity in Real Estate Finance in Charlotte (NC), Dallas (TX), and Orange (CA) Orion Lending, a leader in the business–to–business residential real estate finance industry is excited to announce an out-of-this-world, comprehensive entry-level career program, with paid training, that can LAUNCH you onto a six-figure income trajectory by your second year! Our mission is to provide financing for the American dream of homeownership, and we want YOU to be a part of that journey! Are you DRIVEN? Are you COACHABLE? Do you have a GREAT ATTITUDE? If your answers are yes, WE WANT TO TALK TO YOU! We are looking for motivated, college-educated individuals, with little-to-no work experience, that are hungry to learn from the best in the industry. Many of us were fortunate to stumble into this business by accident, but we’re not leaving YOUR career up to chance. We are actively seeking the best and brightest STARS from local area colleges and universities, to replicate the tremendous success we’ve DISCOVERED, and our unique out-of-this-world, comprehensive career training program is designed to help you achieve exactly that! Orion Lending is light years ahead of its competition and has been consistently recognized as a Top Workplace from 2017 – 2022. This full-time position offers an ongoing base pay plus commission beginning on day 1, PLUS a competitive benefits package that includes medical, dental, vision, 401(k) with annual discretionary contributions, opportunity for annual bonuses and the Orion Perks: Engagement and Recognition Program. All recent and soon-to-be graduates are welcome to apply. To learn more about this astronomical opportunity, please visit: Company DescriptionOrion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry. ️‍ Orion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion. At Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.Orion Lending is a Nationwide Mortgage Banker founded by proven industry leaders who bring a legacy of success and ambition to the Mortgage Banking industry.\r\n️‍\r\nOrion Lending was named after the Orion constellation which is located on the celestial equator and prominently visible throughout the world. This constellation is named after a huntsman in Greek mythology whom Zeus placed among the stars as the constellation of Orion.\r\n\r\nAt Orion Lending we combine innovative technology, a wide array of products and competitive pricing to assist our network of brokers in growing and developing their referral business and clientele.

Job Description Searching for Real Estate Agents in Santa Ana, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Ana, 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: 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, • 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 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 03JzFMQiZM

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. 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, • Monday - Friday, • Fair Housing regulations: 1 year (Preferred), • Loan origination: 1 year (Preferred), • 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., • 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.

Job Description Thomas Kerns McKnight, LLP is a detail-oriented and experienced California Bankruptcy Paralegal to join our dynamic legal team. The ideal candidate will have a strong background in bankruptcy law, excellent organizational skills, and a commitment to providing exceptional client service. Responsibilities: • Assist attorneys in the preparation and filing of Chapter 7, Chapter 11, and Chapter 13 bankruptcy petitions, schedules, and related documents., • Conduct thorough research and analysis on bankruptcy case law and procedural issues., • Prepare and review financial documents, including income statements, balance sheets, and budgets., • Communicate with clients to gather necessary information, provide updates, and answer questions regarding their cases., • Manage and organize client files, ensuring all documents are accurately maintained and easily accessible., • Draft and proofread legal documents, correspondence, and pleadings., • Monitor case deadlines and ensure timely filings and responses., • Collaborate with attorneys and other staff to ensure smooth case progression and effective client service., • Must be fluent in both English and Spanish, • Paralegal certificate or degree from an accredited institution., • Minimum of [X] years of experience as a bankruptcy paralegal, preferably in California., • In-depth knowledge of bankruptcy law and procedures, particularly Chapters 7, 11, and 13., • Previous experience as a paralegal or other legal field, • Maintain confidentiality and professionalism in all interactions, • Strong organizational and time management skills with the ability to prioritize tasks effectively and with accuracy., • Ability to work independently and as part of a team. Company DescriptionThomas Kerns McKnight, LLP is a consumer rights and advocacy law firm that focuses on personal finances and the available options to help consumers navigate these difficult financial times. Headquartered in Orange County, the attorneys and legal professionals of Thomas Kerns McKnight assist clients in several states across the country. Thomas Kerns McKnight is a bankruptcy attorney and Certified Mortgage Banker (CMB) with almost 40 years of experience. Mr. McKnight is a multi-faceted expert in matters surrounding finance and debt, new venture finance, and debt forensics. He is known for his skills on contract and leasing dissolution, reversal, conversion, novation, accords, and satisfactions. He is licensed to practice in Arizona, Maryland, New York, Ohio, Virginia, and the District of Columbia. McKnight is also a member of the bars of the U.S. Bankruptcy Court for the District of Columbia, U.S. Bankruptcy Court for both the Eastern and Western Districts of Virginia, U.S. Bankruptcy Courts for both the Southern and Eastern Districts of New York, U.S. Bankruptcy Court for Maryland, the U.S. Court of Appeals for the Fourth Circuit, the U.S. Court of Appeals for the Ninth Circuit, and the United States Supreme Court. He received his Bachelor of Science in Business from Miami University (1970) and his Juris Doctor from Ohio State University (1972), where he was an Articles Editor for The Ohio State Law Journal. From 1963 to 1966, he was a U.S. Marine.Thomas Kerns McKnight, LLP is a consumer rights and advocacy law firm that focuses on personal finances and the available options to help consumers navigate these difficult financial times. Headquartered in Orange County, the attorneys and legal professionals of Thomas Kerns McKnight assist clients in several states across the country.\r\n\r\nThomas Kerns McKnight is a bankruptcy attorney and Certified Mortgage Banker (CMB) with almost 40 years of experience. Mr. McKnight is a multi-faceted expert in matters surrounding finance and debt, new venture finance, and debt forensics. He is known for his skills on contract and leasing dissolution, reversal, conversion, novation, accords, and satisfactions. He is licensed to practice in Arizona, Maryland, New York, Ohio, Virginia, and the District of Columbia. McKnight is also a member of the bars of the U.S. Bankruptcy Court for the District of Columbia, U.S. Bankruptcy Court for both the Eastern and Western Districts of Virginia, U.S. Bankruptcy Courts for both the Southern and Eastern Districts of New York, U.S. Bankruptcy Court for Maryland, the U.S. Court of Appeals for the Fourth Circuit, the U.S. Court of Appeals for the Ninth Circuit, and the United States Supreme Court. He received his Bachelor of Science in Business from Miami University (1970) and his Juris Doctor from Ohio State University (1972), where he was an Articles Editor for The Ohio State Law Journal. From 1963 to 1966, he was a U.S. Marine.

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: 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, • 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 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 p0Ugm7OcHS

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 $27 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

Job Description Searching for Real Estate Agents in Irvine, California – New or Experienced! We are looking to bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Irvine, 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: 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, • 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 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 hxpWjh9jwC

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: 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, • 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 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 FQA6j66QYg

Job DescriptionTHE OPPORTUNITYThe Deputy Chief Banking Officer (DCBO) role represents a pivotal leadership opportunity within a rapidly growing, relationship-focused financial institution. As the Bank continues to scale in size, sophistication, and market influence, the DCBO will serve as a force multiplier for the Chief Banking Officer, elevating commercial banking performance, expanding market presence and delivering client experience that distinguishes the Bank as the trusted partner of choice for high-value clients and businesses. This is a highly visible and influential executive role that directly shapes the Bank's revenue engine. The DCBO will help lead the evolution of the banking strategy, unifying relationship management, credit partnerships, and operational delivery in a cohesive approach that delivers disciplined performance while enabling strong and sustainable growth. Stepping into this position means building upon an already strong foundation guided by the Chief Banking Officer’s leadership, capitalizing on a highly skilled banker bench, a strong credit culture, and a differentiated market offering. The DCBO will enhance execution by strengthening productivity, operational alignment, and market responsiveness through scalable frameworks designed to keep pace with the Bank’s growth trajectory. In partnership with the CBO, this leader will help advance a culture where bankers are empowered to deliver proactive guidance, deepen relationships, and expand the Bank’s presence within prioritized commercial and private client segments. This position offers a meaningful opportunity to partner in leading the evolution of a unified and high-performing banking organization. Under the direction of the Chief Banking Officer, the DCBO will support efforts to reinforce a consistent sales culture centered on accountability, client success, and disciplined performance. They will collaborate cross-functionally to reduce friction in the delivery model, enhance speed and transparency in deal execution, and support the development of clearer pathways for banker growth including competency models, coaching programs, and talent succession plans that strengthen the division’s bench both now and for the future. Supporting the advancement of the relationship management function is central to the role’s purpose. The DCBO will help unlock banker potential through structured sales enablement, enhanced resource coordination, and improved internal partnership between front-line teams and Treasury, Operations, and Product leaders. By championing clearer expectations, aligned performance measures, and improved support systems, this role contributes to greater accountability while helping bankers accelerate ramp-time, strengthen internal mobility, and expand client relationships with greater confidence. As a key contributor to the Banks’s long-term vision, the Deputy Chief Banking Officer will help drive market growth, portfolio strength, and financial performance across the Bank’s commercial footprint. Working in close alignment with the executive team, the DCBO will ensure that talent, operational capabilities, and portfolio growth strategies remain synchronized and forward-looking. This role plays a vital part in elevating both the employee and client experience by reinforcing a culture of excellence that strengthens loyalty, drives results, and supports the Bank’s sustained success. Roles & Responsibilities Onboarding & Development • Partner with new Relationship Managers during their first 90 days to accelerate learning, build confidence, and ensure successful integration into the CalPrivate culture., • Deliver structured onboarding, training and coaching sessions focused on sales processes, client engagement and compliance., • You develop leaders by offering personalized coaching, constructive feedback, and career growth support., • Guide sales team in executing tailored business development plans that foster long-term, high-value client relationships., • Regularly review performance metrics, sales reports, and pipeline activity to identify trends, gaps and opportunities., • Deliver timely reporting and insights to the Chief Banking Officer regarding sales performance, team development, and coaching outcomes., • Lead group coaching sessions and best practice workshops to foster peer learning and collaboration., • Partner with leadership to identify ongoing training needs and implement development programs that elevate effectiveness., • Promote a culture of accountability, resilience and excellence within the sales organization., • Reinforce proactive portfolio management practices, early-warning monitoring and strong underwriting alignment with Credit Administration, resulting in improved asset quality, reduced turnaround times, and stronger credit decision transparency for bankers and clients. Build a High-Performance Talent Bench • Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services. THE INDIVIDUALThe successful candidate is an accomplished commercial banking executive who combines strategic vision with hand-on learning and a deep commitment to exceptional client experience. They are a builder by nature, skilled at scaling teams, strengthening portfolio growth, and enhancing operational effectiveness through disciplined sales execution and strong credit acumen. This leader brings a proven track record of developing high-performing bankers, fostering cross-functional collaboration, and driving profitable expansion within competitive banking markets. With strong executive presence, data-driven decision-making, and the ability to inspire trust across the organization, the ideal candidate thrives in environments of growth and transformation and consistently elevates both talent performance and organizational culture. Professional Experience + Qualifications • A minimum of fifteen (15) years in banking or financial services, with a strong emphasis on business development, client relationship management, and sales leadership., • A minimum of ten (10) years in sales management, coaching, or leadership role., • nCino SME, leveraging the platform to streamline sales processes and enhance client management., • Proven tract record of success in commercial or private banking sales leadership., • Demonstrated ability to coach and develop high-performing sales professionals., • Strong analytical and reporting skills, with the ability to translate data into actionable insights., • Excellent interpersonal and collaboration skills, including the ability to build trust and influence across teams., • Leading by Example: Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, serving others above self, client-focus and sound decision making to achieving goals., • Inspirational: Encouraging and inspiring colleagues and subordinates to stretch beyond what they thought they could accomplish., • Business Acumen: Knowledge of the competitive landscape, current and emerging practices, products, and services within the industry., • Professionalism: Display a level of professionalism that inspires confidence in team members and clients/prospects., • Vision and Purpose: Embrace and communicate CalPrivate’s vision, its goals and its business needs; dedicated to success; inspires and motivates., • Dealing with Change: Can effectively cope with change; adaptable and inclined toward change., • Conflict Management: Make conflicts opportunities for improvement; strives for win/win resolutions., • Client Focus: Dedicated to meeting the expectations of customers by applying first-hand client information; establish and maintain effective client relationships while balancing the Bank’s and the client’s interests., • Ethics and Values: Adheres to code of conduct; and rewards right behaviors.

Job Description We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have an exciting opportunity for a Senior New Accounts/CSR/Banker with one of the nation's top-performing banks. Renowned for delivering exceptional financial services and making a positive impact in the communities it serves; this institution offers a dynamic environment where you can be part of a high-performing team with a strong reputation for excellence. This is a full-time, regular career opportunity, salaried with benefits. Your specific duties will include: • Interviewing and profiling customers to recommend appropriate banking products and services., • Processing all new account transactions, including opening consumer and basic business accounts., • Assisting customers with account-related inquiries and resolving issues in a professional and timely manner., • A minimum of 2 years of banking Teller experience is required., • Experience with opening consumer accounts and basic business accounts is required., • Strong customer service skills with the ability to build and maintain client relationships., • Computer proficiency, including experience with banking systems. Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan. Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, colour, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit . To receive state and federal compliance posters, e-mail or call 972.514.1515. #SeniorBanker #NewAccountsSpecialist #BankingJobs #BankTellerCareers #FinancialServices #CSS #BankingProfessionals #AccountOpening Company DescriptionWorkway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.Workway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.

Job Description Join Our Member Operations Team – Make a Difference Every Day! This hybrid opportunity requires working from our Santa Ana, CA corporate office three days per week. Must be available for shifts as early as 6AM and as late as 6PM. The team rotates early and late shifts approximately every two-weeks. Orange County’s Credit Union isn’t your average financial institution – we’re a people-first, purpose-driven organization that believes banking should feel personal, not transactional. We help our members thrive through smarter financial solutions, genuine relationships, and a deep commitment to our community. With over 85 years of trust, $2.7+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2025 and 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. From digital innovation to local impact, we’re shaping what modern banking look like – one meaningful connection at a time. If you thrive in a collaborative environment and love solving complex challenges, this opportunity is for you! As a Money Movement Specialist, you’ll play a vital role in supporting essential processes that keep our Credit Union running seamlessly. Your responsibilities will include: • Managing electronic payment processes such as transaction posting, ATM deposits, wires, ACH operations, mobile and ATM deposits, Shared Branching adjustments, NSF items, returned deposited items, ONUS, foreign items, P2P, Zelle, and New Member Enrollment. All within the designated processing timelines, to ensure full compliance and efficient processing., • Providing professional, efficient assistance to employees and members while contributing to special projects that drive innovation., • Investigating and resolving account discrepancies, processing adjustments, and ensuring compliance with all regulatory requirements., • Monitoring and troubleshooting P2P and Zelle transactions, fraud reviews, and dispute resolutions to protect our members., • Collaborating across teams to ensure timely resolution of technical issues and deliver outstanding member experience. What We’re Looking For • Minimum education is high school or equivalent, • Minimum two (2) years of experience in banking back-office operations or mastery of all the essential functions of a Branch Banker (MSR III and above), Phone Banker (CCR III and above), and recognized by peers and leaders as a Subject Matter Expert for knowledge and service excellence within the field of money movement., • Ability to learn new software and systems quickly and proficiently, • Ability to read and decipher technical briefs and regulatory updates, • Working knowledge of basic federal and state regulations that impact financial institutions and account/loan maintenance and activity., • Ability to complete and certify in Forrester’s CX Methodologies., • Strong problem-solving skills, attention to detail, and the ability to manage multiple priorities in a fast-paced environment., • Solid understanding of electronic payment processing, ACH procedures, and compliance regulations (Regulation E, NACHA, BSA, US Patriot Act, and more)., • Excellent communication and interpersonal skills to foster positive relationships and ensure clear, concise information sharing. What We Offer: The targeted hourly rate range is $20.00 – 25.00. Final offer will be determined based on experience, education, training/certifications and specialized skills. • Anthem HMO/PPO, Delta Dental, and Unum options – from day one!, • 401(k) with up to 6% employer matching dollar for dollar!, • Annual discretionary bonus & performance merit increases, • Educational grants up to $1,000, • 13 vacation days/year (increases with tenure), • 7 sick days/year + paid holidays We perform thorough background checks and credit checks. EOE

Client Relationship Consultant.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We believe it takes all of us to bring our shared ambition to life, and each