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Job Description STATUS: Full Time / Exempt REPORTS TO: Senior Vice President, Enterprise Risk Management LOCATION: Rochester HOURS: 37.50 hours per week SCHEDULE: Monday – Friday, 8:30am – 5:00pm COMPENSATION: The salary range for this position is expected to be between $130,000-$140,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. Position Summary Under the general supervision of the Senior Vice President of Enterprise Risk Management, the primary function and responsibility of the Director of Risk Management is to oversee the Credit Union’s enterprise-wide risk assessment program, vendor management function and physical security role. This position manages a team of professionals in the development, implementation, and execution of various operational risk initiatives at the credit union. The Director of Risk Management assesses the implications of various legal, regulatory, or operational risks on credit union decisions. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below. • Lead the design, implementation, and ongoing maturity of the enterprise risk management (ERM) framework aligned with the Credit Union’s strategic objectives and risk appetite., • Serve as a key advisor to senior leadership and the Risk Committee on risk exposures, emerging threats, and risk mitigation strategies., • Ensure compliance with applicable regulatory guidance (e.g., NCUA, state regulators) and industry best practices., • Coordinate cross‑functional risk activities with all departments including IT, Compliance, Fraud, Facilities, Human Resources, and Operations., • Oversee periodic enterprise‑wide risk assessments, including operational, strategic, compliance, reputational, and third‑party risks., • Monitor risk metrics, key risk indicators (KRIs), and reporting dashboards for exposure and control effectiveness., • Ensure timely escalation of material risks, control weaknesses, or incidents to senior leadership and the Risk Committee., • Oversees the Physical Security Officer in day‑to‑day direction and priority setting, ensuring alignment with organizational goals, while operating within a shared physical security governance model with Facilities, Information Security and Member Services., • Coordinate with other Credit Union stakeholders to ensure appropriate safeguards are in place for members, employees, and asset protection (e.g., access controls, alarms, surveillance, cash handling controls)., • Oversee incident response, investigations, and post‑incident reviews related to robberies, break‑ins, workplace violence, or other security events., • Lead the third‑party risk management (TPRM) program, and maintain robust due diligence, onboarding, risk tiering, and ongoing monitoring standards for vendors and service providers., • Oversee the assessment of vendor controls related to security, business continuity, regulatory compliance, and financial stability., • Ensure contracts and service‑level agreements appropriately address risk, confidentiality, audit rights, and regulatory expectations., • Develop, maintain, and enforce risk management–related policies, standards, and procedures across the organization. Periodically test adherence to policies through reviews, assessments, and coordination with Internal Audit., • Communicate risk concepts in a practical, business‑focused manner that supports informed decision‑making., • Support risk education related to physical security awareness, vendor risks, and operational resilience., • Stay informed of regulatory changes, industry trends, and emerging threats relevant to credit unions., • Support regulatory examinations, audits, and remediation efforts related to risk management., • Coordinate with the Director of Compliance and Risk Management in the execution of the compliance testing program to validate the integrity of current policies and procedures pertaining to regulatory adherence., • Lead the vendor management function and supervise the ERM vendor management analyst in the execution of the vendor management program to provide for effective third-party risk management for the credit union., • Assist SVP of Enterprise Risk Management with the overall disaster recovery preparedness of the Credit Union. Oversee the coordination, testing and maintenance of the credit union’s business recovery plan as necessary. Other Responsibilities • Perform other tasks and duties as assigned., • Provide a positive example to all areas of the Credit Union through interactions with others. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications and Skills Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience: • Education: Must possess a four-year degree with a major in Business, Criminal Justice, Accounting, or other related field. Advanced degree and/or certification (Compliance, Risk Management, etc.) strongly preferred., • Experience: A minimum of 10 years’ experience in a financial services organization, to include demonstrated leadership. NCUA regulatory compliance experience preferred., • Senior manager with extensive experience in Enterprise Risk Management, governance, and regulatory oversight, • Trusted advisor to executive leadership on risk appetite, strategy, and resilience, • Proven leader in enterprise-wide risk program design and execution aligned to business objectives., • Deep knowledge of risk frameworks and regulatory standards (e.g., COSO ERM, ISO 31000), • Strong communicator recognized for translating complex risk into clear, actionable insights, • Collaborative leader with a record of building high-performing, cross‑functional teams Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies) • Excellent leadership and communication skills, • Understanding of credit union products and services, • Excellent oral and written communication skills, • Sound analytical skills and strong problem-solving skills, • PC skills, including proficiency in Microsoft Word and Excel, • Ability to work under tight time frames and on issues that can have a significant impact on The Summit, • Ability to analyze data and make decisions or recommendations to Senior Leadership, • Ability to manage multiple deliverables, as well as ad hoc projects. Establish appropriate expectations and subsequently deliver the final product as agreed upon., • Ability to manage multiple tasks, • Ability to keep duties organized, • Must be able to travel to various branches and the corporate office periodically or as needed to attend meetings Physical Requirements • Lifting (5-10 pounds), • Standing/Sitting extended periods of time, while working in front of computer monitor, • Typing / Data Entry, • Professional Office Environment, • Overhead Lighting Training and Compliance Requirements Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines. The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Job Description Renovation Lending Analyst Job Description Full Time | Hybrid | Salary Range: $24.00/ hr - $27.50/ hr Pay Transparency: Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the total package that is provided to compensate and recognize employees for their work. About Premium Mortgage Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. Why us? Benefits offered by Premium Mortgage: • Insurance: Medical, Dental, Vision, Company Paid Life Insurance, • Time Off: Paid Time Off, Sick Time, Federal Holidays, Birthday PTO, • Additional Perks: Employee Referral Fee, HSA Employer Contribution, Employee Mortgage Loans Role & Responsibilities The Renovation Lending Analyst supports the Renovation Lending Division by overseeing loan origination through clear to close, with cross-training to provide coverage for renovation escrow administration and draw processing when needed. This role ensures compliance with company and regulatory standards, and drives timely, high-quality customer outcomes. The position reports to the Head of Renovation Lending. Loan Processing • Reviews all documentation necessary for loan approval for accuracy, completeness, and tracks all data in origination software, • Processes verifications for credit items including, but not limited to: employment, asset information, rental history, and credit reports., • Reviews conditions and ensures borrower(s) are providing the correct documentation needed to achieve a Clear to Close, • Stays current on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all specialty products offered, • Works closely with Underwriting and Closing departments to ensure timely processing and quality loan file flow, • Responds quickly and efficiently to borrower inquiries throughout the mortgage process Renovation • Reviews Loan Estimates (LE) and Closing Disclosures (CD) to ensure proper accounting for all renovation-related fees and line items, • Sets up loans in the Renovation Lending System (RLS) to enable pre-closing renovation collateral documentation and configure for post-closing draw administration, • Assists in gathering and reviewing contractor documentation, including licenses, insurance, bids, and executed contracts, • Cross-trains on post-closing draw administration processes, including draw request review, inspection coordination, and disbursement workflows, • Maintains expertise in renovation guidelines and credit criteria for FHA (203k), Fannie Mae (HomeStyle), Freddie Mac (CHOICERenovation), VA renovation, and SONYMA RemodelNY, • Provides training and support as needed within the renovation lending team This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Qualifications for this position Education • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable Experience • Previous experience in the mortgage industry with understanding of loan processing, • Familiarity with Encompass Transferable Skills • Customer service skills, • Time management skills, • Written communication skills, • Verbal communication skills, • Team player, • Multi-tasking, • Detail orientated, • Organizational skills, • Problem solving skills, • Independent Judgement Working Conditions The Renovation Lending Analyst is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as Sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Job Description Renovation Underwriter Job Description Full Time | Hybrid | Salary Range: $72,000 – $90,000 annual Pay Transparency: Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the total package that is provided to compensate and recognize employees for their work. About Premium Mortgage Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. Why us? Benefits offered by Premium Mortgage: • Insurance: Medical, Dental, Vision, Company Paid Life Insurance, • Time Off: Paid Time Off, Sick Time, Federal Holidays, Birthday PTO, • Additional Perks: Employee Referral Fee, HSA Employer Contribution, Employee Mortgage Loans Role & Responsibilities The Renovation Underwriter is responsible for evaluating risk and rendering credit decisions on renovation loan applications in accordance with agency guidelines and company policy. This role requires in-depth knowledge of standard mortgage underwriting principles as well as specialized expertise in renovation lending programs across FHA, Fannie Mae, Freddie Mac, VA, and SONYMA, including the unique collateral, contractor, and project feasibility considerations inherent to renovation transactions. Underwriting Responsibilities • Completes full credit underwrite on files submitted to underwriting for approval within posted turn times, • Reviews conditions on files within posted turn times and communicates decisions clearly to all internal parties, • Maintains a unified voice with fellow underwriters on underwriting guidance and escalate file issues not covered by existing guidelines to the Head of Renovation for direction, • Provides feedback on loan quality and mentors processing staff and loan officers on file preparation and guideline compliance, • Works jointly with colleagues to respond to quality concerns, including QC, PETR, NOR, and audit or clarification requests from managers or other departments, • Stays current on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all renovation products offered, • Meets required KPI standards for the position, • Participate in training and development as needed Renovation Responsibilities • Underwrites renovation loan files in accordance with FHA 203(k), Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, and SONYMA RemodelNY guidelines, • Evaluates project feasibility, including scope of work, contractor qualifications, construction bids and consultant reports to assess risk and ensure compliance with program requirements, • Reviews and approves contractor documentation, including licenses, insurance certificates, W-9s, executed contracts, and cost breakdowns, • Analyzes as-completed appraisals to confirm that the subject property’s projected value supports the renovation loan amount and complies with applicable LTV/CLTV requirements, • Reviews renovation escrow calculations and contingency reserves to ensure proper structuring of the renovation holdback in accordance with agency guidelines, • Coordinates with the Renovation Lending Analyst and closing team to confirm RLS system setup, pre-closing collateral documentation, and post-closing draw administration readiness, • Reviews Loan Estimates (LE) and Closing Disclosures (CD) to confirm accurate accounting of all renovation-related fees, holdbacks, and escrow items, • Identifies and escalates unusual project risks, incomplete contractor documentation, or scope-of-work concerns to the Head of Renovation prior to issuing a decision, • Supports post-closing draw administration oversight by providing underwriting guidance on change orders, project scope modifications, or borrower disputes as needed This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Qualifications for this position Education • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience • Minimum two years prior mortgage underwriting experience with a strong understanding of credit analysis, collateral evaluation, and agency guidelines., • Direct experience underwriting renovation loan products (FHA 203k, Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, or SONYMA) strongly preferred., • Familiarity with renovation escrow administration, draw management processes, and as-completed appraisal review preferred., • DE/SAR certifications preferred; CHUMS ID required for FHA renovation underwriting. Transferable Skills • Strong analytical and independent judgment skills with the ability to make sound credit decisions., • Excellent written and verbal communication skills with the ability to clearly convey underwriting decisions and conditions., • Detail-oriented with strong organizational and problem-solving abilities., • Effective time management and ability to manage multiple files simultaneously within established turn times., • Collaborative team player with the ability to mentor and support processing and origination staff. Working Conditions The Renovation Underwriter is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as Sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Job Description Title: Financial Analyst (Manufacturing) Location: Rochester, NY Duration: Direct Hire Compensation: 80-100k base *Salary negotiated based on experience Work Requirements: Must be authorized to work in the U.S. Summary We’re working with a manufacturing client seeking a Financial Analyst who can operate at the intersection of accounting and finance. This role supports month-end close, financial reporting, and cost/inventory analysis while partnering closely with operations. This is a great fit for someone coming from a Staff Accountant background in manufacturing who wants to grow into a more analytical, business-facing role. Responsibilities • Support month-end close and financial reporting (daily/weekly/monthly), • Perform account reconciliations and assist with balance sheet reviews & audits, • Handle journal entries and general accounting activities, • Support inventory accounting, standard cost updates, and forecasting, • Analyze scrap, rework, and production costs (PAE/GASE analysis), • Manage AR follow-ups, credit memos, and RMA processing, • Assist with payroll reconciliations (weekly/bi-monthly), • Identify areas for process improvement and automation, • Partner with Sr. Financial Analyst and operations teams on cost and performance insights Qualifications • Bachelor’s degree in Accounting or Finance, • 2–3+ years of experience in a manufacturing environment (accounting + analysis), • Strong understanding of US GAAP, • Experience with cost accounting, inventory, or standard costing preferred, • ERP experience (Oracle, QAD, Hyperion, or similar) is a plus, • Strong Excel skills and attention to detail, • Self-starter who can work independently but collaborate with cross-functional teams EEO Statement Summa and our clients are equal opportunity employers and consider all qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected status.

Job Description Our client, a leading manufacturer of aero engines and industrial gas turbine components, is a globally recognized public company with a remarkable 75-year history of growth and innovation. Renowned in the aerospace industry, it offers an exceptional company culture that fosters development and provides diverse opportunities. Forbes has honored it as one of the World's Best Employers, highlighting its commitment to excellence and inclusivity. Company Description & Perks: • Publicly traded company on a path of continuous growth, recognized by Forbes as a top global employer, • This position is eligible for a $1,000 sign-on bonus, • Exceptional insurance coverage and 401(k) matching program (9%), effective upon hire, • Employer contribution to your Retirement Savings Plan account each pay period, • Vibrant company culture and collaborative team environment, • Access to excellent training programs for professional development, • Free fitness center membership, • Be at the forefront of innovation, applying machine learning to aerospace manufacturing, • Collaborate with a supportive, cutting-edge team dedicated to solving challenging real-world problems Our client is seeking a detail-oriented and motivated Staff Accountant. This is a hands-on role embedded within a collaborative accounting and finance team, offering meaningful day-to-day ownership of core general accounting functions. The Staff Accountant will be responsible for the execution of general ledger activities, month-end close, and financial reporting, while also serving as a key backup resource to the Senior Financial Analyst on inventory accounting, standard cost analysis, and forecasting activities. This position is ideally suited for a manufacturing-focused accountant eager to deepen their technical skill set and grow in a structured, process-driven environment. Key Responsibilities General Ledger & Month-End Close • Prepare and post journal entries to ensure the accuracy and completeness of the general ledger monthly., • Perform balance sheet account reconciliations, identifying and resolving reconciling items in a timely manner., • Support the monthly close process, coordinating with cross-functional stakeholders to meet established close deadlines., • Assist with balance sheet reviews and internal/external audit requests, providing supporting documentation and analysis as needed. Financial Reporting & Analysis • Prepare and distribute daily, weekly, and monthly financial reports to management and relevant business partners., • Perform PAE (Pre-Authorized Expenditure) and GASE (General and Specific Expense) variance analysis, communicating findings and trends to the finance team., • Support the Senior Financial Analyst with inventory-related reporting, standard cost revisions, and periodic forecasting activities.Accounts Receivable & Credit Management, • Monitor and actively manage the accounts receivable aging, proactively following up on past-due balances to support healthy cash flow., • Process credit memos and Return Merchandise Authorization (RMA) transactions accurately and in accordance with established policies.Inventory & Manufacturing Accounting, • Coordinate and maintain the revert/scrap scheduling and tracking process, including preparation and issuance of related invoices., • Assist with standard cost system updates and reconciliation of inventory-related accounts to the general ledger.Payroll Reconciliation, • Complete weekly and bi-monthly payroll reconciliations, ensuring data integrity between payroll systems and the general ledger.Process Improvement, • Proactively identify opportunities to streamline, automate, or otherwise improve accounting processes and internal controls., • Partner with IT and operations teams to evaluate and implement system enhancements supporting the accounting function. Qualifications Basic Qualifications • Bachelor's degree in Business Administration with a concentration in Accounting or Finance required., • Minimum of 2-3 years of accounting experience in a manufacturing environment., • Working knowledge of U.S. GAAP and its application within a manufacturing or cost accounting context., • Proficiency in Microsoft Office Suite, with strong Excel skills (pivot tables, VLOOKUP, data analysis).Preferred Qualifications, • 2-3 years of direct exposure to standard cost accounting systems within manufacturing or aerospace., • Experience with ERP systems, particularly QAD, Oracle, or Hyperion; Visual Manufacturing Software experience is a plus., • Familiarity with aerospace industry accounting standards and practices. Core Competencies • Strong analytical and problem-solving skills, with a high degree of accuracy and attention to detail., • Excellent written and verbal communication skills; ability to present financial information clearly to non-financial stakeholders., • Self-motivated, with the ability to operate both as an independent contributor and as a collaborative team member., • Adaptable and intellectually curious, with a demonstrated desire for continuous learning and professional development., • Ownership mindset, taking personal accountability for deliverables, deadlines, and the accuracy of work product. Compensation & Benefits Our client offers a competitive total rewards package designed to attract and retain top talent: • $1,000 Sign-On Bonus for qualified candidates, • 5% Annual Target Performance Bonus, • Comprehensive Benefits effective Day 1 of employment:, • Medical, Prescription Drug, Dental, and Vision coverage, • 401(k) Retirement Savings Plan:, • 6% company match, plus an additional 3% company contribution regardless of employee participation, for a maximum total company contribution of 9% annually, • Paid Time Off (PTO) plus 11 paid company holidays per year, • Employee Life Insurance, • Employee Assistance Program (EAP), • Paid Parental Leave, up to 3 weeks at 100% pay for the birth or adoption of a child_About Augmentis Augmentis is a specialized recruiting firm focused on accounting, finance, procurement, and engineering talent across the U.S. We partner with growthoriented companies to match highimpact professionals with meaningful roles. To learn more about Augmentis, visit our website: www.augment-is.com Representation/employer clarification: Augmentis is conducting this search on behalf of our client. The selected candidate will be employed directly by our client, not by Augmentis. EEO + disclaimer Our client and Augmentis are Equal Opportunity Employers. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other protected characteristic. This job posting does not constitute a contract or guarantee of employment, and role details are subject to change based on our clients' needs. By applying, you acknowledge that your information may be shared with our client for recruitment and hiring.

Job Description DATE: June 5th, 2026 STATUS: Full-time / Exempt REPORTS TO: Manager, Business Analyst LOCATION: Corporate Office (must reside in Rochester, NY region) COMPENSATION: The starting salary for this position is anticipated to be between $60,000 - $80,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week, including Saturdays (as needed) Functions Overview: The Business Analyst oversees key technology platforms managed by the Business Analyst Team, ensuring reliable, efficient operations and alignment with business goals. This role collaborates with internal stakeholders and external vendors to troubleshoot issues and maintain managed platforms. This role also leads complex projects, gathers and analyzes requirements, documents business processes, and supports the implementation of enhancements for platforms overseen by the Business Analyst Team. The position also serves as a subject matter expert and mentor within the team, promoting best practices in analysis, documentation, and stakeholder communication. Essential Responsibilities: Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below: Technology System Ownership: Serve as administrator and subject matter expert for technology platforms managed by the Business Analyst Team including, but not limited to: Online and Mobile Banking, Intranet, Member eSign Forms & Microsoft Forms Platforms, IT Service Platform, Branch Appointment Scheduler. · Responsibilities Across All Platforms: o Monitor and manage support tickets, ensuring timely resolution and accurate documentation. o Collaborate with IT, vendors, and internal teams to troubleshoot issues, implement updates, resolve technical issues, and drive continuous improvement. o Maintain working relationships with vendors and support teams to ensure smooth communication and timely issue resolution. o Oversee system support, issue management, and documentation to maintain stable, efficient operations. o Conduct detailed analysis of owned business processes, systems, and requirements to identify areas for improvement that can be supported. o Analyze systems and business processes to identify efficiency opportunities, support platform enhancements, and optimize member and employee experiences. o Advise departments and branches on solution options, impacts, and recommendations. o Assist with system updates, releases, patches, and integrations by conducting testing, maintaining documentation, and preparing communications regarding updates or outages. o Maintain comprehensive documentation, including business requirements, solution designs, process flows, test plans, and system configurations. o Identify and support opportunities for process improvement, efficiency gains, and enhanced collaboration with vendors and external partners. · Platform-Specific Responsibilities: o Online and Mobile Banking: Oversee configuration and change management. Ensure the digital banking platforms meet compliance and security standards while providing a user-friendly experience. Communicate system changes and updates to internal stakeholders, ensuring front-line staff are informed and prepared. o Intranet: Coordinate governance, consistency, and accessibility across all intranet content. Lead the annual content audit to ensure pages are accurate and relevant. Partner with department owners to create or revise pages as needed. o Member eSign & Microsoft Forms Platform: Administer form creation, maintenance, and audit process to ensure forms are functional and user-friendly. Coordinate with department owners to gather requirements for new forms or updates. Maintain an organized and accessible library of member and staff forms. o IT Service Platform (Asset Management & Ticketing System): Maintain structure, workflows, and governance within the IT service platform. Support configuration updates and assist in process automation and asset catalog maintenance. o Branch Appointment Scheduler: Oversee system administration and related components by serving as a point of escalation and collaborating with team members to troubleshoot and resolve issues, ensuring a stable environment and an efficient scheduling experience for both staff and members. Project SME, Leadership, & Advanced Analysis · For technology platforms managed by the Business Analyst Team: o Lead large-scale, high-priority initiatives by gathering and analyzing business requirements, documenting processes, and assisting with system design, configuration, and implementation. o Participate in project task requirements, ensuring deliverables are accurate, timely, and aligned with business objectives. o Collaborate with cross-functional teams to validate requirements, clarify processes, and ensure solutions meet operational needs. o Serve as a liaison between departments, branches, and technical teams to facilitate clear communication and efficient project execution. · Conduct research on purchased technologies to support product implementation, excluding the implementation of these products. Training & Development: · Mentor and guide Business Analysts, reviewing deliverables to ensure quality and consistency. · Lead training sessions and knowledge-sharing workshops within Technology teams. · Assist in developing onboarding and training materials for new Business Analysts. · Serve as backup to the Business Analyst Manager, providing leadership and decision-making support. Additional Responsibilities: · Prepare recurring and ad-hoc reports as requested by management. · Participate in special projects and assignments as requested by management. · Facilitate regular meetings with internal stakeholders to gather feedback, identify process improvement opportunities, and align system enhancements with business needs. · Stay current on industry trends and emerging technologies to recommend new solutions and support strategic planning. Safe Work Performance Expectations · We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications Knowledge & Experience: Applicants must possess the following qualifications or an equivalent combination of education and experience: · Education: 2-year degree in a technical/business or related area, or mix of education/experience (4-year degree preferred) · Experience: 3-5 years of experience in technology administration/business analyst/project support Technical & Systems/Equipment Proficiencies: · Banking & Online/Mobile Banking Software · Microsoft Office Suite, particularly: Outlook, Word, Forms, SharePoint, Teams, Bookings and Excel · Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems · AI Technology Abilities Physical: · Lifting (10 - 20 pounds) · Standing/Sitting extended periods of time · Extended periods of time working in front of computer monitor · Travel/Drive to various work locations for business related matters · Typing Comprehension: · Demonstrated innovative thinking and managerial courage skills · Solid leadership and project management skills · Excellent organizational and analytical skills · Excellent oral and written communication skills · Effective collaboration and team building skills Work Environment · Professional Office Environment · Overhead Lighting Licensure Requirements · In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. Employment Expectation · Perform all responsibilities in a manner that serves The Summit’s Mission “We’re here to improve our members’ lives” and upholds the credit union’s values of Respect, High Standards, Inspire, Integrity, and Care. The Summit Federal Credit Union is an equal opportunity employer. · All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Rochester, New York, United States Or refer someone Job Openings Credit Analyst AP.About the Job Credit Analyst AP.Credit Analyst Accounts Payable.Credit Analysis/Customer Service.Our client, a Global Financial Services company is seeking a detail oriented Credit Analyst with expertise in Accounts P

The Credit Analyst is responsible for supporting the credit team responsibilities at WorldWide Electric. The Credit Analyst will work with the accounting team to ensure customer payments are entered accurately and timely and that credit requests are handled effectively.

Conduct thorough analysis of financial statements and assessment of credit requests, including new requests, changed requests, refinancing and annual due diligence Provide recommendations tied to analysis and assessment of credit risk Present analysis, findings, and recommendations to managers, espe

The successful candidate will have a bachelor's degree in finance or a related field, along with 3 to 10 years of credit underwriting experience. First American Equipment Finance is seeking a Credit Officer to play a key role in evaluating, structuring, and underwriting commercial credit opportuniti

Senior Financial Reporting and Systems Analyst. Purpose of Position: The Senior Financial Reporting & Systems Analyst serves as a key technical and analytical leader within the Financial Reporting function of a large, federally insured credit union.

Private Credit Analyst responsibilities consist of processing the daily data feeds from Virtus into VPM, posting credit activity into the accounting system, reviewing pricing feeds and resolving issues with credit activity differences on accounting team cash reconciliations with appropriate parties.

Coordinate and collaborate Relationship Manager(s) and other members of the Wholesale Banking team to develop a consensus view on the credit position and prospects of each existing or potential client while maintaining the quality of the overall credit portfolio. Liaison with Credit teams in NY and

We’re seeking a dynamic and analytical Senior Credit Analyst who thrives in a fast-paced, detail-oriented environment. Collaborative work style with other analysts and credit team members. Role includes credit memo preparation, borrower evaluation, and contribution to credit policy and product dev

Active coordination with RPC HO to discuss the risk opinion, communicate credit issues and trend as appropriate, and act as an information relay to the local analysts regarding any governance change impacting the credit process and analysis. Responsible for processing credit requests and annual revi

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Senior Transportation Project Manager – Transportation & Civil Engineering.Lead highway and bridge design projects that improve mobility and safety.Fisher Associates is seeking an experienced Senior Transportation Project Manager to lead highway and bridge design projects across a range of transpo

We are currently seeking qualified candidates for a Facilities Project Manager position in LaBella’s Environmental Division at our client’s office in Rochester, NY.The Environmental Division at LaBella provides comprehensive management services for multi-year operations and capital programs.Proj

Canacre’s core services focus on leadership in Environment and Land services throughout the project lifecycle.At Canacre, we emphasize continuous development and growth.Our commitment to investing in industry knowledge and the expertise of our teams sets us apart.Our goals are to provide technical

This role will work closely with Operations leadership, as well as Business Intelligence and Process Analysts, to implement solutions that improve business performance and project delivery. Partner with Business Intelligence and Process Analysts to implement data and process-driven improvements with

We're currently looking for individuals across the country to take part in remote paid research, including remote focus groups, product trials, and consumer studies.Earn up to $750 a week in your free time by providing feedback on everyday products and services.If you're comfortable sharing your opi

Required Combination of Knowledge and Skill Bachelor's degree from an accredited college or university and a minimum of 9 years of relevant experience; orMaster's degree from an accredited college or university in a related field and a minimum of 7 years of relevant experience. You will be responsib

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

We are seeking a senior accountant to join our team.The role focuses on day-to-day general ledger accounting, financial reporting, and inventory management within a manufacturing environment.Ideal candidates will have a bachelor's degree in accounting and 2-4 years of relevant experience.Strong exce

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Financial Management Systems Specialist.As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better.Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability.Together, we will set the highest standard

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Join our mission as our next Senior Financial Analyst.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better.Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability.Together, we will set the highest standards for how we treat each other to ensure

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

As a community, the University of Rochester is defined by a deep commitment to Meliora - Ever Better.Embedded in that ideal are the values we share: equity, leadership, integrity, openness, respect, and accountability.Together, we will set the highest standards for how we treat each other to ensure

Performs diversified clerical duties related to the operational needs of the office/department.Performs diversified clerical duties which may include, but are not limited to: Typing various correspondence, reports, articles; Greeting and directing visitors; Answering telephones, taking messages, dir

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

The Senior Financial Analyst plays a key role within the Cotality Insurance Solutions Finance team, supporting financial reporting, forecasting, and decision support through accurate, timely, and insight-driven analysis. The analyst will collaborate on quarterly forecasting and annual budgeting proc

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

VOE's, VOD's credit report, etc.

Seeking participants for Focus Group and market research studies.Work part-time from home and earn up to $750 per week.Register to see if you are eligible.Administrative Assistant admin experience not required.Remote Work From Home Administrative Assistant Admin - Part Time Market Research Panelists

Excellent credit analysis skills with an understanding of credit reports and financial documentation review.