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At Zillow Home Loans, we’re at the forefront of revolutionizing the home financing experience. As part of Zillow Group’s FinTech division, you’ll help reshape how consumers buy, sell, and finance homes while working in a collaborative, high-energy environment. We’re a team of innovators, problem solvers, and creative individuals pushing the boundaries of the mortgage industry. Mortgage Loan Officers at Zillow Home Loans, drive their success through one of two specialized lending teams. One team leverages a high volume, lead driven, phone-based environment for Loan Officers who excel at high-frequency conversion and scaling customer relationships quickly. The other team focuses on a consultative, market-based model for those who thrive on building long-term strategic partnerships with Zillow Preferred Agents. Both teams are core to our purchase-focused mission and are equally backed by Zillow’s industry-leading technology, brand, centralized operations, and leadership support. Whether you find your edge in data-driven, lead-responsive execution or in nurturing a local professional network, both paths offer a high-impact career within the Zillow ecosystem. This is an opportunity to grow your career as a purchase-focused Mortgage Loan Officer originating home loans for customers introduced through Zillow’s ecosystem. You’ll guide borrowers from first contact through funding while delivering a best-in-class customer experience. Based on your background and strengths, you may operate in either a high-volume, digitally driven environment or a relationship-based, market-focused model. Success in this role comes from responsiveness, execution, and performance in a structured, metrics-driven organization—supported by Zillow’s brand, platform, and operational scale. You Will Get To: Originate and manage purchase mortgage loans from application through closing while ensuring compliance with all requirements. Convert company-provided purchase opportunities into funded loans through proactive follow-up and effective borrower consultation. Build strong relationships with customers and, where applicable, with Zillow Preferred Agents and local partners. Manage an active pipeline while meeting defined service levels, productivity metrics, and funding expectations. Leverage Zillow’s CRM, loan origination systems (LOS), and data-driven tools to manage pipeline health and customer engagement. Partner with centralized processing, underwriting, and closing teams to move loans efficiently. Deliver a consistent, high-quality customer experience through phone, email, and text communication. Stay current on market trends, lending programs, and regulatory requirements to provide tailored financing solutions. Maintain active licensing, complete required education, and participate in ongoing professional development. This role involves the collection, storage, and use of your voiceprints (records of speech) for operational and compliance purposes. In addition to a competitive base pay, employees in this role are eligible for incentive compensation. Actual amounts will vary depending on experience, performance, and location. This role has been categorized as an Office position. “Office” employees regularly work at an existing ZG corporate office for approximately 80 to 100 percent of their time each month. Employees must live within reasonable commuting distance of their designated ZG office. ZG has not defined a reasonable distance, and expects employees will use judgment in determining this for themselves and understand the implications re: time commitment and cost of daily commute. In California, Connecticut, Maryland, Massachusetts, New Jersey, New York, Washington state, and Washington DC the standard base pay range for this role is $12.00 - $25.00 hourly. This base pay range is specific to these locations and may not be applicable to other locations. In addition to a competitive base salary this position is also eligible for equity awards based on factors such as experience, performance and location. Actual amounts will vary depending on experience, performance and location. Employees in this role will not be paid below the salary threshold for exempt employees in the state where they reside. 3+ years of mortgage origination experience with a strong emphasis on purchase transactions, either as an active NMLS Loan Originator with state licenses or as a Loan Originator under a federal bank license. Completion of the 20-hour CORE Pre-Licensing Education and successful passage of the SAFE Mortgage Loan Originator Test – National Component with Uniform State Content. Physically located in and working hybrid from our (Irvine, CA) Office. Proven success originating purchase loans in either: a high-volume, phone-based sales environment or an agent-centric referral model. Strong client service orientation with consultative sales skills and deep understanding of the mortgage process. Comfortable working in a structured, performance-driven environment with clearly defined KPIs. Excellent verbal communication skills and ability to build trust quickly. Strong time management, organization, and pipeline management skills. Proficiency with CRM, LOS, and Microsoft products (Outlook, Word, Excel). Associate’s or Bachelor’s degree preferred. Here at Zillow, we value the experience and perspective of candidates with non-traditional backgrounds and encourage you to apply if you bring transferable skills or related experience. At Zillow, we’re reimagining how people move—through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you’ll be part of a company that's reshaping an industry and helping more people make home a reality. Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of and included on the list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow. No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry—and your career—forward, together. Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly. Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law. Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company’s reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Description Job Summary The Relationship Manager 2– Commercial Real Estate (CRE) is a lender-focused role responsible for supporting the growth and ongoing management of CRE lending relationships through proactive business development, underwriting support, effective loan structuring coordination and disciplined portfolio management. This role works closely with the Regional Relationship Manager (RRM) and serves as the primary relationship manager for new and existing CRE clients. This is a new‑origination–focused role responsible for developing and expanding a CRE loan portfolio through proactive business development, strong credit and underwriting judgment, effective loan structuring, and disciplined portfolio management as well as to originate new Commercial Real Estate (CRE) relationships through referrals, centers of influence (COIs), and targeted prospecting. The role includes lending approval authority for unsecured loans up to $50,000 and secured loans up to $250,000, consistent with policy and delegated authority. The Relationship Manager 2 is accountable for end‑to‑end relationship ownership, including prospecting and deal sourcing; client interviews and sponsor assessment; financial analysis; underwriting and credit positioning; loan structuring; documentation coordination; closing execution; and ongoing portfolio monitoring. The role requires deep experience across CRE products and the ability to independently communicate and defend credit decisions using industry metrics such as DSCR, LTV, Debt Yield, guarantor analysis, covenant structures, and recourse/non‑recourse considerations. The Relationship Manager 2 independently owns credit recommendations and is accountable for transaction outcomes within delegated authority. This is a lender‑first role. This role is expected to identify and capture core operating deposits and related treasury services that naturally align with CRE lending relationships (e.g., operating accounts, rent collections, reserves, and escrows), in partnership with internal deposit and treasury teams. Key Responsibilities Business Development / Originations (Primary – RM 2 Ownership) • Independently originate and develop new CRE lending relationships through proactive networking, community involvement, and cultivation of centers of influence (COIs), including attorneys, CPAs, CRE brokers, property managers, lenders, and debt advisors., • Own and manage a robust pipeline of new CRE opportunities within assigned territories and target segments, from initial contact through closing., • Lead client discovery and qualification discussions to assess sponsor quality, portfolio strategy, capital needs, deal feasibility, timing considerations, and risk tolerance., • Serve as the primary driver of transaction strategy by recommending appropriate product structures across construction, bridge, permanent, and revolving/line‑of‑credit facilities., • Consistently meet or exceed annual loan production goals. Underwriting / Credit Analysis / Structuring (Decision‑Making Role) • Lead underwriting and credit analysis for CRE transactions, including evaluation of borrower financials, guarantor strength, global cash flow, liquidity, contingent liabilities, and sponsor experience., • Apply market‑standard credit metrics (DSCR, LTV, guarantor analysis, covenanting, Debt Yield, break‑even occupancy) and scenario analysis to independently assess transaction viability and risk., • Evaluate collateral and market fundamentals, including submarket conditions, tenant concentration and rollover, rent comparables, capital expenditure needs, and exit strategies., • Structure transactions with appropriate terms, pricing, and risk mitigants—including covenants, reserves, guarantees, amortization, and recourse/non‑recourse structures—consistent with Bank policy and risk appetite., • Exercise assigned lending authority and present transactions to RRM and Credit Administration, clearly articulating credit rationale and risk considerations., • Oversee documentation and closing execution in coordination with Credit, Loan Operations, and Legal. Portfolio Management / Client Retention (Primary Relationship Manager) • Maintain primary ownership of an assigned CRE loan portfolio, ensuring ongoing compliance with Bank policy, regulatory requirements, and credit standards., • Proactively manage client relationships through regular portfolio reviews, financial performance discussions, covenant compliance monitoring, and risk assessments., • Identify and execute appropriate portfolio actions, including renewals, refinances, restructures, modifications, and risk‑mitigation strategies., • Monitor loan performance and repayment activity; take timely action on delinquencies, exceptions, and risk rating changes., • Ensure credit files remain complete, accurate, and current. Relationship Expansion (Deposits / Treasury – Integrated Expectation) • Identify, position, and capture core operating deposits and related treasury services that align with CRE lending relationships (e.g., operating accounts, rent collections, reserve and escrow accounts)., • Partner with internal deposit and treasury teams to implement solutions that enhance relationship profitability and client engagement. Cross‑Functional Leadership • Serve as a lead partner to internal teams—including Credit, Operations, Loan Administration, Legal, and Treasury—to ensure efficient execution, sound risk management, and a high‑quality client experience., • Provide guidance and support to junior relationship managers or analysts, as applicable, and collaborate with management on broader business and portfolio initiatives. Compliance Responsibilities Complies with all applicable state and federal banking laws, regulations, and internal policies related but not limited to lending, operations, and deposit requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, information security and privacy requirements. Required Knowledge • 10+ years of experience in Commercial Real Estate (CRE) lending, including origination support and portfolio management., • Working knowledge of CRE product types, including Bridge, Permanent (Perm), and Lines of Credit., • Experience originating typical transaction sizes in the $2MM–$15MM range or demonstrated ability to originate transactions of similar scope and complexity., • Strong understanding of core CRE property types, including Industrial, Retail, Office, and Multifamily., • Demonstrated credit competency sufficient to discuss DSCR, LTV, guarantor analysis, covenant structures, and recourse/non-recourse considerations., • Underwriting experience with the ability to independently identify and assess key risks related to sponsor strength, market conditions, tenancy, cash flow, and collateral quality., • Local market knowledge of Orange County and Los Angeles CRE dynamics., • Demonstrated ability to independently originate new credit and develop client relationships through proactive networking, community involvement, and cultivation of centers of influence (COIs)., • Regulation CC (Availability of Funds), • Regulation DD (Truth in Savings), • Regulation E (Electronic Fund Transfers), • Regulation B (Equal Credit Opportunity Act – ECOA), • Regulation BB (Community Reinvestment Act – CRA), • Regulation X (Real Estate Settlement Procedures Act – RESPA), • Regulation Z (Truth in Lending Act – TILA), • Bank Secrecy Act (BSA) / Anti‑Money Laundering (AML), • Fair Credit Reporting Act (FCRA), • Privacy and data protection laws, • FDIC deposit insurance requirements, • Uniform Commercial Code (UCC) Banking Products & Operations • Deposit products and account services., • Loan products, with emphasis on Commercial Real Estate (CRE) lending., • Loan documentation and credit file requirements., • General bank operations and servicing processes Knowledge, Skills and Abilities • Proven business development and relationship‑building skills, supported by an established and active COI network., • Strong credit judgment and underwriting discipline, with the ability to identify, assess, and mitigate risk., • Excellent written and verbal communication skills, including the ability to clearly articulate credit metrics, transaction structure, and risk rationale., • Strong time‑management and organizational skills, with the ability to manage multiple transactions and competing priorities concurrently., • Demonstrated critical thinking, sound judgment, and problem‑solving capabilities., • Ability to actively listen, learn, and communicate effectively with both clients and internal partners., • Demonstrated ability and willingness to collaborate in a team‑oriented environment and contribute to collective objectives., • Experience in a bank lending environment with direct exposure to credit committee and approval processes., • Demonstrated ability to draft, present, and defend credit memoranda, and to communicate transaction rationale effectively to senior credit stakeholders., • Experience across both loan originations and portfolio management, providing full lifecycle relationship ownership.Additional Requirements, • Must be able to travel to various Bank locations as required. Equipment Operated • Operates standard electronic computers and customary office equipment required to perform essential job functions., • Use of equipment is required, with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA). Physical Requirements & Work Environment The physical demands and work environment characteristics described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Nothing in this description is intended to limit the availability of reasonable accommodation under applicable law. • Ability to perform repetitive movements associated with office and computer-based work., • Ability to sit and or stand for extended periods of time to perform essential job functions., • Ability to lift, carry, or move objects weighing up to 25 pounds, with or without reasonable accommodation., • Ability to use hands and fingers to manage, manipulate, or feel objects and operate standard office equipment., • Work is primarily performed in an office environment with a controlled temperature and standard office conditions. Education and Experience • Bachelor’s degree in Business, Accounting, Finance, or a related discipline preferred, but not required., • Minimum 10+ years of Commercial Real Estate (CRE) lending experience, with a strong emphasis on new originations, underwriting, and credit portfolio management., • Demonstrated experience originating CRE loans in the $2MM–$25MM range across Industrial, Retail, Office, and Hospitality property types, including construction, bridge, permanent, and line‑of‑credit structures. Minimum Absence Requirement Some positions within the Bank have been designated as sensitive positions due to access to critical systems, records, or processes. In accordance with Bank policy and sound internal‑control practices, employees in sensitive positions are required to complete a mandatory consecutive absence from essential duties each calendar year to support segregation of duties and independent review. The required absence will be scheduled in coordination with management to ensure continuity of operations. Administration of absence, including paid or unpaid status, will comply with all applicable federal, state, and local wage and hour and leave laws, including California requirements. Required Minimum Absence for This Position: Two (2) Consecutive Weeks Officer Title Eligibility For qualified positions, the Bank may designate an Officer Title based on the role’s job level, scope of responsibility, and alignment with established competency frameworks. Eligibility for an Officer Title designation is contingent upon the employee meeting defined competency, performance, and experience requirements and is governed by applicable Bank policies, governance standards, and required approval processes. • This position is eligible for the following Officer Title(s): Vice President, First Vice President, Senior Vice President Compensation The listed range represents the full compensation range for this position. Placement within the range will be determined based on factors including skills, relevant experience, job‑related qualifications, geographic location, and internal equity, in accordance with Bank compensation policies. Exempt Salary Range: $129,584 – $240,656 per year Disclaimer This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Employees may be required to perform other duties as assigned, consistent with business needs and applicable law. Farmers and Merchants Bank of Long Beach reserve the right to modify, amend, or discontinue job duties or requirements at any time. Nothing in this job description creates a contract of employment, either express or implied, or alters the at‑will nature of employment.

Job DescriptionJob Summary The Relationship Manager 1– Commercial Real Estate (CRE) is a lender-focused role responsible for supporting the growth and ongoing management of CRE lending relationships through proactive business development, underwriting support, effective loan structuring coordination and disciplined portfolio management. This position works closely with the Regional Relationship Manager (RRM) to develop, maintain, and expand existing client relationships, as well as to originate new Commercial Real Estate (CRE) relationships through referrals, centers of influence (COIs), and targeted prospecting. The role does not include lending approval authority for unsecured loans and secured loans, consistent with policy and delegated authority. The Relationship Manager 1 supports end-to-end relationship coverage, including prospecting, client interviews and character assessment, financial analysis, underwriting support, credit positioning, transaction structuring, documentation coordination, closing support, and ongoing portfolio monitoring. The role requires a working knowledge of key CRE credit metrics, including DSCR, LTV, Debt Yield, guarantor analysis, covenant structures, and recourse frameworks, as well as the ability to clearly communicate transaction rationale and risk considerations to internal partners. This is a lender-first position. The Relationship Manager 1 is expected to identify and support opportunities to capture core operating deposits and related treasury services that align with CRE lending relationships (e.g., operating accounts, rent collections, reserves, and escrows), in partnership with internal deposit and treasury teams. Key Responsibilities Relationship Support / Business Development (In Partnership with RRM) • Partner closely with the Regional Relationship Manager (RRM) to develop, manage, and execute CRE relationship coverage plans., • Support business development efforts through networking, community involvement, cultivation of centers of influence (COIs)including attorneys, CPAs, CRE brokers, property managers, lenders, and debt advisors—as well as referrals and targeted prospecting., • Assist in building and managing a pipeline of qualified CRE opportunities and maintaining consistent follow-up activity., • Participate in client discovery meetings to understand sponsor objectives, portfolio strategy, capital needs, timing considerations, and risk tolerance., • Support competitive positioning of the Bank by assisting with appropriate product recommendations across construction, bridge, permanent, and revolving/line-of-credit structures. Underwriting / Credit Analysis / Structuring Support, • Analyze borrower financial statements and guarantor strength, including global cash flow, liquidity, contingent liabilities, and sponsor experience and track record., • Support underwriting of CRE transactions using key metrics such as DSCR, LTV, guarantor analysis, Debt Yield, break-even occupancy, scenario analysis., • Assist in evaluating collateral quality and market dynamics, including submarket trends, tenant concentration and lease rollover, rent comparables, capital expenditure needs, and exit liquidity., • Support loan structuring with appropriate terms and risk mitigants, including covenants, reserves, guarantees, amortization, and recourse/non-recourse structures, consistent with Bank policy and risk appetite., • Prepare and/or support credit packages for Credit Administration, including documentation collection, financial spreads, and analytical support., • Recommend approval, decline to RRM and Credit Administration, or submit transactions to credit analysts for review and recommendation, as directed by the RRM and consistent with delegated authority levels.Portfolio Management / Client Service, • Support active management of a CRE loan portfolio to ensure compliance with Bank policy, regulatory requirements, and credit standards., • Assist with annual reviews, covenant monitoring, tickler tracking, and collection of borrower and guarantor financial reporting., • Participate in client discussions to review portfolio performance, covenant compliance, and key risk drivers; escalate concerns and recommendations to the RRM as appropriate., • Monitor repayment activity and assist with exception management, past-due resolution, and documentation follow-up in accordance with Bank policy., • Ensure credit files and loan documentation are complete, accurate, and current. Relationship Expansion (Deposits / Treasury – Supporting Expectation) • Identify opportunities to enhance client relationships through core operating deposits and related treasury services that align with CRE lending activity (e.g., operating accounts, rent collections, reserve and escrow accounts)., • Coordinate introductions and collaborate with internal deposit and treasury partners to support implementation when beneficial to the client relationship and the Bank. Cross-Functional Collaboration, • Partner with internal stakeholders—including Credit, Operations, Loan Administration, Legal, and Deposit/Treasury teams—to support efficient execution and a strong client experience., • Collaborate with management on employee development initiatives and operational activities, as needed. Compliance Responsibilities Complies with all applicable state and federal banking laws, regulations, and internal policies related but not limited to lending, operations, and deposit requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, information security and privacy requirements. Required Knowledge • 5+ years of experience in Commercial Real Estate (CRE) lending, including origination support and portfolio management., • Working knowledge of CRE product types, including Bridge, Permanent (Perm), and Lines of Credit., • Experience supporting typical transaction sizes in the $2MM–$15MM range or demonstrated ability to support transactions of similar scope and complexity., • Familiarity with core CRE property types, including Industrial, Retail, Office, and Multifamily., • Demonstrated credit competency sufficient to discuss DSCR, LTV, guarantor analysis, covenant structures, and recourse/non-recourse considerations., • Underwriting support experience with the ability to identify and assess key risks related to sponsor strength, market conditions, tenancy, cash flow, and collateral quality., • Local market knowledge of Orange County and Los Angeles CRE dynamics., • Demonstrated ability to develop client relationships and contribute to new originations under the guidance of the Regional Relationship Manager (RRM)., • Regulation CC (Availability of Funds), • Regulation DD (Truth in Savings), • Regulation E (Electronic Fund Transfers – EFT), • Regulation B (Equal Credit Opportunity Act – ECOA), • Regulation BB (Community Reinvestment Act – CRA), • Regulation X (Real Estate Settlement Procedures Act – RESPA), • Regulation Z (Truth in Lending Act – TILA), • Bank Secrecy Act (BSA) / Anti‑Money Laundering (AML), • Fair Credit Reporting Act (FCRA), • Privacy and data protection laws, • FDIC deposit insurance requirements, • Uniform Commercial Code (UCC) Banking Products & Operations • Loan products, with emphasis on Commercial Real Estate (CRE) lending, • Loan documentation and servicing requirements, • Deposit and account services, • General bank operationsKnowledge, Skills and Abilities, • Strong business development and relationship-building skills, with the ability to support COI strategies, prospect follow-up, and relationship expansion efforts., • Demonstrated credit aptitude and underwriting discipline, with the ability to articulate key credit metrics, risks, and transaction considerations., • Effective written and verbal communication skills, with the ability to communicate clearly with clients and internal stakeholders., • Strong time-management and organizational skills, with the ability to manage multiple transactions, priorities, and deadlines concurrently., • Sound critical thinking, judgment, and problem-solving skills., • Ability to actively listen, learn, and communicate effectively with clients, relationship managers, and cross-functional partners., • Demonstrated ability and willingness to collaborate in a team-oriented environment and contribute to collective goals., • Experience working in a bank lending environment, with exposure to credit committee and approval processes., • Ability to draft or materially contribute to credit memoranda and present transaction components effectively to senior credit stakeholders, with guidance as appropriate., • Experience supporting both loan originations and portfolio management, providing full lifecycle exposure. Additional Requirements • Must be able to travel to various Bank locations as required. Equipment Operated • Operates standard electronic computers and customary office equipment required to perform essential job functions., • Use of equipment is required, with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA). Physical Requirements & Work Environment The physical demands and work environment characteristics described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Nothing in this description is intended to limit the availability of reasonable accommodation under applicable law. • Ability to perform repetitive movements associated with office and computer-based work., • Ability to sit and or stand for extended periods of time to perform essential job functions., • Ability to lift, carry, or move objects weighing up to 25 pounds, with or without reasonable accommodation., • Ability to use hands and fingers to manage, manipulate, or feel objects and operate standard office equipment., • Work is primarily performed in an office environment with a controlled temperature and standard office conditions.Education and Experience, • Bachelor’s degree in Business, Accounting, Finance, or a related discipline preferred, but not required., • Minimum 5+ years of experience in Commercial Real Estate (CRE) lending or a related credit role, with emphasis on underwriting support, client service, business development support, and credit portfolio management., • Demonstrated experience supporting CRE transactions in the $2MM–$25MM range, with familiarity across property types including Industrial, Retail, Office, and Hospitality (preferred).Minimum Absence Requirement Some positions within the Bank have been designated as sensitive positions due to access to critical systems, records, or processes. In accordance with Bank policy and sound internal-control practices, employees in sensitive positions are required to complete a mandatory consecutive absence from essential duties each calendar year to support segregation of duties and independent review. The required absence will be scheduled in coordination with management to ensure continuity of operations. Administration of absence, including paid or unpaid status, will comply with all applicable federal, state, and local wage and hour and leave laws, including California requirements. Required Minimum Absence for This Position: Two (2) Consecutive Weeks Officer Title Eligibility For qualified positions, the Bank may designate an Officer Title based on the role’s job level, scope of responsibility, and alignment with established competency frameworks. Eligibility for an Officer Title designation is contingent upon the employee meeting defined competency, performance, and experience requirements and is governed by applicable Bank policies, governance standards, and required approval processes. This position is eligible for the following Officer Title(s): Vice President and First Vice President Compensation The listed range represents the full compensation range for this position. Placement within the range will be determined based on factors including skills, relevant experience, job-related qualifications, geographic location, and internal equity, in accordance with Bank compensation policies. Exempt Salary Range: $102,440 – $174,200 per year This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Employees may be required to perform other duties as assigned, consistent with business needs and applicable law. Farmers and Merchants Bank of Long Beach reserve the right to modify, amend, or discontinue job duties or requirements at any time. Nothing in this job description creates a contract of employment, either express or implied, or alters the at-will nature of employment.

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $16.90/hour during training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Company DescriptionloanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $16.90/hour during training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Company DescriptionloanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job Description WHY JOIN TAXRISE? At TaxRise, we don't just provide tax relief services; we provide hope, stability, and solutions to individuals and families facing financial uncertainty. Our team is passionate about reshaping the tax resolution industry through innovation, empathy, and unwavering commitment to our clients. Join us and make a tangible difference in people's lives while growing your career with a team that values your contributions. ABOUT THE ROLE The People Operations Manager is a pivotal member of the People Operations team, responsible for delivering an exceptional employee experience from day one and supporting the operational engine that keeps TaxRise running. This role owns core HR functions including employee relations, payroll compliance, benefits administration, HR technology, and new employee onboarding, while serving as a trusted partner to managers across the business. Reporting to the Chief People Officer, this role directly supervises a People Operations Coordinator and a Benefits and Payroll Specialist, ensuring both individuals are set up for success and operating at a high level. The ideal candidate brings a sharp eye for compliance, fluency in California wage and hour law, a genuine passion for people, and a curiosity for how technology and data can make HR better. TaxRise moves fast and this role moves with it. We're all about that in-person vibe, so this role is 100% on-site! If you're excited to work side-by-side with our team (or are ready to make the move), then you're a perfect fit. If not, we kindly ask you to hold off on applying. Thanks for understanding and happy job hunting! HOW YOU'LL BE REWARDED At TaxRise, Inc., we believe in rewarding hard work and dedication! We offer our team members a competitive base salary, with opportunities for growth based on performance and experience. Salary Range: $90,000 to $120,000 per year WHAT YOU'LL DO Employee Relations and Business Partnering • Act as a trusted advisor and business partner to managers across departments, guiding them through sensitive employee situations, performance conversations, and complex team dynamics., • Serve as the primary ER resource for the organization, conducting thorough, objective, and timely internal investigations involving allegations of harassment, discrimination, retaliation, and accommodation., • Review termination requests in partnership with leadership, evaluating documentation, risk, and process consistency to ensure every separation is handled fairly and defensibly., • Drive proactive performance management by coaching managers on documentation standards, corrective action processes, and early intervention strategies., • Conduct semi-monthly reviews of sales team performance data to identify trends and surface opportunities for coaching or corrective action., • Monitor attendance patterns across the organization, flag trends, and partner with managers to implement corrective measures before they escalate. Payroll Compliance and Administration • Audit payroll prepared by the Benefits and Payroll Specialist, reviewing for accuracy and compliance before each processing deadline., • Serve as the backup payroll processor, comfortable stepping in to run the full semi-monthly payroll cycle in Paylocity when needed, including new hires, terminations, status changes, manual payments, deductions, commissions, and bonus payouts., • Serve as the internal subject matter expert on California wage and hour law, including meal and rest break requirements, overtime classifications, final pay rules, and pay stub compliance., • Ensure compliance with multi-state employment law for employees located outside California, staying current on applicable state-specific regulations., • Partner with Accounting to ensure accurate GL coding and payroll journal entries., • Identify compliance gaps and implement corrective measures proactively, before issues arise. Benefits Administration • Oversee benefits administration in partnership with the Benefits and Payroll Specialist, including enrollment, billing reconciliations, audits, and cost analysis., • Build and maintain strong relationships with benefits brokers, serving as the internal point of contact for plan questions, employee claims escalations, and service issues., • Partner with brokers and leadership on annual plan design, renewal strategy, and open enrollment planning and execution., • Assist employees directly with benefits questions, claims navigation, and coverage concerns, ensuring they feel supported throughout the process., • Ensure plan compliance and accurate vendor management across all carriers. New Employee Experience and Onboarding • Own the end-to-end new employee onboarding experience, partnering with Talent Acquisition, Learning and Development, and IT to create a seamless and engaging first 30 days for every new hire., • Ensure all onboarding logistics including system provisioning, equipment setup, access management, and compliance paperwork are completed accurately and on time., • Continuously evaluate and improve the onboarding process to reflect company growth, role complexity, and employee feedback., • Serve as the key liaison between People Operations and IT to ensure new hires are fully equipped and connected from day one. HR Technology, Automation, and AI • Own and manage TaxRise's HR technology stack, including Paylocity (HRIS), Greenhouse (ATS), and Bswift (benefits administration), leveraging available APIs to streamline data flow and reduce manual work., • Identify, build, and implement workflow automations and integrations using tools such as Claude Code, Google Apps Script, Cursor, Zapier, Slack Bots, and Supabase to optimize HR operations., • Bring real HR use cases to the table, whether that is automating onboarding tasks, building Slack-based HR request workflows, or connecting Paylocity and Greenhouse data to surface hiring and retention insights., • Lead or contribute to HR system integrations, migrations, and implementations as the company scales, from scoping and configuration through testing and rollout., • Develop and maintain standard operating procedures for all HR systems and processes. People Analytics and Reporting • Leverage PowerBI and other reporting tools to analyze workforce data across departments including Sales, Client Success, and Case Management, and surface actionable insights for leadership., • Track and report on key HR metrics including turnover, headcount, attendance, and performance trends to support data-driven decision making., • Build and maintain regular reporting cadences for People Operations leadership and business stakeholders. Team Leadership and Culture • Directly supervise and develop a People Operations Coordinator and Benefits and Payroll Specialist, providing day-to-day direction, coaching, and performance feedback., • Champion TaxRise's culture and values, embodying and reinforcing what it means to be a TaxRise team member in every employee interaction., • Act as a change agent during periods of organizational growth or process transformation, helping teams adapt with confidence and clarity., • Ensure all People Operations policies and practices reflect current employment law and company values. WHAT YOU'LL NEED TO HAVE • 6 to 8+ years of progressive HR experience, with direct hands-on exposure to payroll administration, employee relations, benefits, and HR operations, • Bachelor's degree in Human Resources, Business Administration, or a related field; or equivalent combination of education and experience., • Demonstrated ability to process full-cycle payroll and serve as a backup processor in a semi-monthly payroll environment, • Strong working knowledge of California wage and hour law including meal and rest break rules, final pay requirements, overtime, and pay stub compliance; multi-state HR experience a plus, • Experience conducting and documenting workplace investigations and managing sensitive employee relations matters with professionalism and sound judgment, • Benefits administration experience including broker relationships, open enrollment, plan design, claims escalation, and carrier management, • Experience supervising or mentoring direct reports in an HR function, • Proficiency with Paylocity or a comparable HRIS platform; experience with Greenhouse ATS and Bswift a plus, • Demonstrated experience building HR workflow automations or integrations using tools such as Google Apps Script, Zapier, Slack Bots, Supabase, Claude Code, or Cursor, with real HR use cases to speak to, • Comfort with data and reporting tools; PowerBI experience or the ability and eagerness to learn, • Strong collaborator with the ability to build relationships across functions including IT, Talent Acquisition, Learning and Development, and Finance, • Excellent written and verbal communication skills, with the ability to present complex HR topics clearly to managers and employees at all levels, • Highly adaptable and effective in a fast-paced, high-growth environment where priorities shift quickly, • Detail-oriented, organized, and committed to accuracy and confidentiality NICE TO HAVE • SHRM-CP, SHRM-SCP, PHR, or SPHR certification, • Experience with API integrations involving Paylocity or Greenhouse, • Background working in sales-driven or high-volume operational environments WHAT WE OFFER We believe in taking care of our team so they can take care of our clients. Here's what you can expect as part of the TaxRise family: • Medical, Dental, and Vision Insurance (starting after 60 days), • Paid Time Off, • 401(k) retirement plan with company match, • Professional Development Program to support your growth, • Access to our on-site gym and gaming lounge, • Catered team lunches every Friday, • Fun and energizing quarterly company outings ABOUT US At TaxRise, our mission is simple yet impactful: to revolutionize the way taxpayers navigate their tax challenges. We believe in the power of lifting others up, and that's the driving force behind everything we do. When you join us, you're not just becoming part of a company; you're joining a movement. We're a team that thrives on celebrating successes and making a genuine impact on people's lives. We're proud to be the fastest-growing company in our industry, and we're on the lookout for exceptional individuals to help us continue our journey of transformation. If you're ready to bring your unique talents and innovative spirit to a company where your work truly matters, TaxRise is the place to be. Join us and be part of a team that's reshaping the future of tax resolution. OUR COMMITMENT At TaxRise, we're proud to be an equal opportunity employer. We know that a world-class culture stems from the diversity and talent of our team. We provide equal employment opportunities (EEO) to all without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable law. TaxRise is also committed to ensuring equal opportunity in employment for qualified persons with disabilities. If you require any reasonable accommodation throughout the recruiting process, please let your recruiter know. California Applicants: Please review our Notice at Collection and California Privacy Policy before submitting your application by clicking here.

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $16.90/hour during training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Company DescriptionloanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $16.90/hour during training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Company DescriptionloanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job Description The Role: Relationship Manager The Location: Newport Beach, California Reports To: Market President Make a Difference Where It Matters Most At CalPrivate Bank, we believe banking is personal. We have deep roots in the communities we serve, and our client relationships are built on genuine care, thoughtful problem-solving, and unwavering integrity. Our solutions-based service, paired with best-in-class talent, sets us apart in the market, but it’s trust that defines who we are. It's our gold standard, the currency we trade in, and the foundation of every decision we make. We’re looking for leaders who want more than a title. We’re looking for team players who want to make an impact. If you're driven to lead with purpose, ready to shape the future and have meaningful impact at a relationship-centered bank, CalPrivate Bank may be the place for you. Your Opportunity: Relationship Manager The Relationship Manager is responsible for developing, managing, and expanding relationships with high-net-worth clients, privately held businesses, real estate investors, and professional service firms. This role provides tailored credit and deposit solutions, oversees portfolio performance, identifies cross-sell opportunities, and acts as a strategic advisor to clients through a relationship-driven and consultative approach. The RM partners with credit, operations, and product specialists to ensure each client receives holistic, well-coordinated financial solutions that support their objectives. By driving new business development, deepening existing relationships, and maintaining strong credit quality, the Relationship Manager plays a direct and measurable role in advancing departmental and organizational growth. Their ability to build trust, cultivate long-term partnerships, and deliver customized financial guidance enhances revenue generation, strengthens market presence, and contributes to the Bank’s overall strategic goals. This role is central to shaping the client experience and ensuring CalPrivate remains a preferred partner for sophisticated clients seeking high-touch, relationship-focused banking services. What You’ll Do • Develop, deepen and retain relationships with high-net-worth clients, privately held businesses, professional service firms, and real estate investors through a proactive, consultative engagement model aligned with CalPrivate’s high-touch service standards, and Formula for Success., • Drive portfolio growth by identifying new business opportunities, expanding existing client relationships, and delivering tailored credit, deposit and treasury solutions that support client success and contribute to overall revenue goals., • Oversee portfolio health and risk management, including credit quality, loan performance, and client onboarding, ensuring compliance with internal policies and regulatory requirements while maintaining a strong, balanced portfolio., • Strengthen internal collaboration by partnering closely with Credit Administration, Operations, Client Services, Treasury, and Compliance to deliver seamless client experiences and ensure timely, coordinated execution of client needs., • Works with business development staff, lenders and underwriters to structure loans., • Responds to client inquires in professional and knowledgeable manner. Perform other duties as assigned or needed., • Demonstrates leadership across the Bank through mentorship, cross-departmental influence, and active participation in business initiatives, promoting a relationship-centric culture and supporting CalPrivate’s strategic growth vision. AML/CFT/Compliance Responsibilities 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 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. Who You Are Experience & Expertise • 5+ years of progressive experience in commercial banking, emphasizing business development, relationship management, portfolio management, and sales., • Ability to effectively sell bank products and services. Possesses credibility and professionalism when working clients., • Ability to close business., • Strong background in loan structuring, risk identification, cash flow analysis, collateral analysis, and problem loan resolution., • Strong analytical, organizational, and communication skills, with the ability to influence and align across markets and departments., • Proven success in reinforcing a disciplined, performance-driven credit culture., • Bachelor’s degree in Business, Finance, or related field preferred. Mindset & Values • You lead with accountability, integrity, and consistency., • You thrive in a collaborative environment where transparency and follow-through matter., • You model professionalism, calm under pressure, and a solutions-oriented mindset., • You embrace data-driven decision-making while maintaining a client-first perspective., • You embody CalPrivate’s culture, heart for client, excellence in service, and deep commitment to the Bank and its people. Physical Demands • Requires 50% travel in order to support clients, cultivate business development opportunities and meeting with prospects., • Ability to sit or stand for extended periods of time., • Ability to physically use a keyboard/mouse, • Ability to walk to and from workstations, • Ability to frequently lift and/or move up to 10lbs and occasionally lift and/or move up to 50 pounds., • Specific vision abilities required by this job include close vision and ability to adjust focus Why CalPrivate Bank? This isn’t just another bank job. At CalPrivate Bank, you will be part of something bigger. Our day-to-day operations and projects don’t just impact a balance sheet, they influence real people, real businesses, and the communities we proudly serve. We are guided by our commitment to relationships, solutions, and trust. And we’re building a team of people who reflect those values in everything they do. If you’re looking for a place where your work will matter, your ideas will be valued, and your growth will be supported, welcome to CalPrivate Bank! Ready to lead with purpose?

Job Description Job description: Aperto Property Management, Inc. (Aperto), is more than just a property management company. We are a full-service, fee-based apartment management company for conventional and affordable multi-housing communities. We are a team dedicated to excellence in the multifamily housing industry. Specializing in both conventional and affordable housing, our mission is clear: to set the gold standard in apartment management across the U.S., providing exceptional service, quality management, and superior results for our clients and residents. What We Offer: Joining Aperto. means becoming part of a company that values growth, empowerment, and success. Our property management platform supports a full range of services, from new lease-ups to stabilized assets and acquisition rehabs, ensuring comprehensive and expert support for our properties. We're committed to providing a work environment where learning, development, and a positive culture are at the heart of everything we do. About the Role: We are seeking an energetic and strategic Chief Financial Officer (CFO) specialized in Property Management to lead our financial operations with precision and vision. This pivotal role involves overseeing all financial aspects of our property portfolio, driving fiscal strategy, ensuring regulatory compliance, and fostering sustainable growth. This role is well-suited for candidates who bring strong multifamily finance and accounting experience and are ready to step into an executive leadership position. The CFO will partner closely with the President/CEO, operations, and asset management teams to support day-to-day financial execution, regulatory compliance, and disciplined growth. This is an onsite, in-person role, requiring regular physical presence to collaborate with leadership, supervise staff, and engage directly with operational teams. This position requires comfort operating both strategically and tactically, with direct involvement in core accounting and financial processes. • Career Growth: We empower our team to take the initiative with a strong focus on learning, development, and career progression., • Work-Life Balance: Enjoy generous paid time off and a supportive environment that values your well-being., • Comprehensive Benefits: Full medical, dental, vision, and life insurance, along with long-term disability, a 401K with company match, and more. What You'll Do:This is a supervisory and people-leadership role with direct responsibility for managing and developing the finance and accounting function. • Serve as a key advisor to the President/CEO and executive team on financial strategy, capital allocation, and business planning, • Translate company strategy into financial plans that support growth, profitability, and operational excellence, • Provide data-driven insights to support investment decisions, portfolio optimization, and risk management, • Oversee all accounting and finance functions, including general ledger, AP/AR, payroll, financial reporting, and month-end/year-end close, • Ensure timely, accurate, and GAAP-compliant financial statements at the entity, portfolio, and property levels, • Develop and monitor KPIs and dashboards related to NOI, cash flow, occupancy, revenue, expenses, and budget variance, • Lead the annual budgeting process and rolling forecasts across the portfolio, • Partner with operations and asset management teams to monitor property performance and implement corrective actions, • Analyze variances and trends, providing clear explanations and recommendations, • Manage cash flow, banking relationships, and treasury operations, • Oversee debt compliance, lender reporting, covenants, and refinancing activities, • Support capital planning, including acquisitions, dispositions, and development initiatives as applicable, • Support federal, state, and local tax planning and compliance, including California-specific filings, entity reporting, and property tax coordination, • Manage external audits and work closely with outside CPAs, tax advisors, and legal counsel, • Ensure compliance with California regulatory requirements, internal controls, and company policies, • Partner with HR and legal teams on financial aspects of California wage and hour, payroll, and benefit compliance as needed, • Optimize financial systems and property management software (e.g., Yardi, RealPage, MRI), • Strengthen internal controls, policies, and procedures to support scale and mitigate risk, • Drive process improvements and automation across finance and accounting functions, • Build, lead, and mentor a high-performing finance and accounting team, • Provide day-to-day direction, coaching, performance management, and professional development for direct reports, • Foster cross-functional collaboration with operations, HR, asset management, and executive leadership, • Establish clear roles, expectations, responsibilities, accountability, and professional development pathways, • Review and approve work product prepared by team members to ensure accuracy, timeliness, and compliance, • Build scalable team structures and processes to support portfolio growth What We're Looking For: • Bachelor's degree in Finance, Accounting, Business Administration, or related field (CPA or MBA a plus but not required), • 7–10 years of progressive finance and accounting experience, with significant exposure to multifamily property management or real estate operations, • Prior experience as an Assistant Controller, Director of Finance, Senior Finance Manager, or similar role, • Working knowledge of California-specific housing and employment regulations, including rent control considerations, local ordinances, and compliance reporting, • Strong understanding of property-level financials, NOI drivers, operating budgets, and variance analysis, • Experience supporting audits, tax filings, lender reporting, and regulatory compliance, • Familiarity with property management systems such as Yardi, RealPage, or MRI, • Strategic and analytical thinker with strong business acumen, • Hands-on leader comfortable operating at both strategic and tactical levels, • Clear, confident communicator capable of translating financial data for non-financial stakeholders, • High integrity, sound judgment, and strong risk management mindset If you're looking for an exciting opportunity to grow your career as a Regional Manager with a company that truly values its employees, Aperto is the right fit for you. Apply Now and discover why Aperto Property Management, Inc. is the place for professionals who want to make a real impact! Benefits: • 401(k), • Dental insurance, • Health insurance, • Life insurance, • Paid time off, • Referral program, • Vision insurance Work Location: In person

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $16.90/hour during training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Company DescriptionloanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job DescriptionSalary: $120,000/year DOE Finance and Accounting Manager We are seeking a dynamic and experienced Finance and Accounting Manager to lead our financial operations, ensuring accuracy, compliance, and strategic alignment with organizational goals. In this pivotal role, you will oversee the accounting department, manage financial reporting, budgeting, and forecasting, while providing actionable insights to senior leadership. The ideal candidate is a proactive leader with a strong background in financial strategy, regulatory compliance, and team management, capable of driving efficiency and supporting business growth in a fast-paced environment. This position reports to the Chief Financial Officer (CFO) and involves close collaboration with cross-functional teams to maintain financial health and integrity. Responsibilities: • Financial Strategy and Oversight: Develop, implement, and monitor the company's financial strategy, including budgeting, forecasting, cash flow management, and financial planning to support long-term objectives., • Accounting Operations Management: Supervise daily accounting functions, including accounts payable/receivable, general ledger maintenance, payroll, month-end/year-end closings, reconciliations (e.g., bank, fixed assets, trust accounts), and check runs., • Reporting and Analysis: Monitor and analyze financial data, prepare accurate financial reports, statements, and variance analyses; conduct revenue/expense reviews and provide recommendations for cost optimization., • Compliance and Controls: Establish and enforce accounting policies, procedures, and internal controls to ensure adherence to GAAP, SFAS rules, and regulatory standards; coordinate annual audits and mitigate financial risks., • Team Leadership: Recruit, train, mentor, and supervise accounting staff; assign projects, evaluate performance, and foster a culture of accuracy and accountability., • Process Improvement: Identify trends, resolve operational issues, and implement system enhancements for productivity, quality, and efficiency in financial processes., • Stakeholder Collaboration: Act as a key advisor to executive leadership on financial matters; guide other departments on accounting policies and prepare special reports for strategic decision-making., • Debt and Asset Management: Handle transactions, debts, capital assets, and treasury activities, including cash forecasting and expenditure scheduling. Requirement: • Education: Bachelor's degree in Accounting, Finance, Business Administration, or a related field; Master's degree or MBA preferred., • Experience: Minimum of 5-7 years in accounting or finance roles, with at least 2-3 years in a managerial/supervisory capacity; experience with multiple legal entities and financial reporting is a plus., • Certifications: Certified Public Accountant (CPA) or equivalent (e.g., CMA, CGMA) strongly preferred., • Technical Skills: Proficiency in accounting software (e.g., QuickBooks, SAP, Oracle), MS Office Suite (especially Excel for data manipulation), and financial databases; experience with ERP systems is advantageous.

Job Description At Gatekeeper Systems, we’re revolutionizing retail loss prevention and customer safety through a powerful combination of physical deterrents and cutting-edge technology—including AI, computer vision, and facial recognition. As a global leader with over 25 years of industry excellence and a growing, diverse team of 500 employees across offices in North America, Europe, Australia, and Asia, we’re driven by innovation, integrity, and impact. Join us and be part of a mission-focused team that’s making a real difference in the future of retail, providing innovative solutions and services that redefine industry standards. • This is a remote position open to candidates in the United States. WHAT WE OFFER… Join the team at Gatekeeper Systems and watch your career grow! We offer competitive compensation and benefits packages that include: • Attractive Total Compensation Package, including annual bonus, • Comprehensive healthcare benefits including medical, dental, and vision coverage; Life/ADD/LTD insurance; FSA/HSA options., • 401(k) Plan with Employer Match, • Generous Paid Time Off (PTO) policy, • Observance of 11 paid company holidays, • Various Employee Engagement Events, • Exciting Growth Opportunities, • Positive Company Culture ROLE OVERVIEW The Business Development Officer (BDO) is responsible for driving net-new revenue growth through strategic prospecting, new logo acquisition, and expansion of Gatekeeper’s presence within targeted retail segments. This role owns the front end of the growth engine—identifying, developing, and closing complex sales opportunities while building trusted relationships with senior decision-makers. The BDO partners closely with Sales Leadership, Marketing, Product, and Customer Success to deliver differentiated solutions that solve customer problems and generate measurable ROI. ESSENTIAL JOB FUNCTIONS (including but not limited to): Business Development & Revenue Growth • Own and execute a net-new business development strategy within assigned territories, verticals, or strategic accounts, • Build and maintain a strong pipeline through proactive prospecting, networking, and market engagement, • Lead complex, consultative sales cycles from discovery through close, including multi-stakeholder and executive-level engagements, • Clearly articulate Gatekeeper’s value proposition and ROI across operational, financial, and risk-reduction dimensions Strategic Selling & Market Expansion • Identify opportunities for cross-sell and upsell of products and services to maximize customer lifetime value, • Navigate RFPs, pricing strategy, proposals, and contract negotiations in partnership with internal stakeholders, • Develop deep understanding of customer business models, pain points, and industry trends, • Provide competitive and market intelligence to inform product positioning and go-to-market strategy Collaboration & Execution • Partner with Marketing on campaigns, trade events, and targeted outreach initiatives, • Collaborate with Product, Technical, and Customer Success teams to ensure solutions are sold accurately and implemented effectively, • Provide structured debriefs and insights from customer meetings to internal teams, • Deliver accurate sales forecasting and pipeline reporting through CRM systems QUALIFICATION REQUIREMENTS The requirements listed below are representative of the knowledge, skill and/or ability required. • 7+ years of B2B sales or business development experience, preferably in retail, loss prevention, SaaS, or technology-enabled solutions, • Proven success selling complex, high-value solutions with multi-year contracts to senior and executive-level buyers, • Demonstrated ability to generate pipeline and close net-new business, with a consistent history of meeting or exceeding revenue targets, • Experience selling into retail environments (including big box, grocery, specialty retail, or multi-site operators) strongly preferred, • Strong understanding of retail operations, asset protection, store systems, and data/privacy considerations, • Experience managing RFPs and navigating long, consultative sales cycles involving multiple stakeholders, • Experience with retail technology, loss prevention, computer vision, biometric systems, security solutions, or SaaS/capital solutions, • Comfortable operating independently with high accountability for results in a fast-paced, growth-oriented environment, • Consultative, data-driven, and highly organized, with strong CRM discipline and forecasting accuracy, • Executive presence with exceptional communication, presentation, and influence skills, • Entrepreneurial mindset with a strong bias toward action, ownership, and results, • Remote (US based) with regular travel up to 50% to customer sites and industry events EDUCATION AND/OR EXPERIENCE • A Bachelor’s degree in Business, Marketing, Finance, or a related field preferred, • Equivalent combination of education, training, and relevant business development or sales experience will be considered, • Advanced coursework or certifications in sales, negotiation, or leadership (e.g., professional sales training, executive education) a plus SALARY RANGE TBD depending on the qualifications and experience PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by a team member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Repetitive motions and routine use of standard office equipment such as computers, telephones, copiers/scanners and filing cabinets., • Ability to see, speak, walk, hear, stand, use of hand/fingers to handle or feel; climb stairs, stoop, carry/lifting up to 5O lbs., • Ability to sit at a desk., • Specific vision abilities required include close vision, color vision, peripheral visions, depth perception and the ability to adjust focus., • Regularly utilizes manual dexterity to put parts or pieces together quickly and accurately. DISCLAIMER This Job Description is a general overview of the requirements for the position. It is not designed to contain, nor should it be interpreted as being all inclusive of every task which may be assigned or required. It is subject to change, in alignment with company/department needs and priorities. Gatekeeper Systems, Inc., is an equal opportunity employer. We are committed to developing a diverse workforce and cultivating an inclusive environment. We value diversity and believe that we are strengthened by the differences in our experiences, thinking, culture, and background. We strongly encourage applications from candidates who demonstrate that they can contribute to this goal. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status or any protected basis.

Job DescriptionABOUT US: Pilates is one of the fastest growing fitness modalities in the world because it delivers real, lasting results. It improves strength, mobility, and overall well-being for people at every stage of life. Riser Fitness is a leader in bringing that experience to communities across the world! Founded in 2013, Riser is one of the largest multi-unit operators in the Club Pilates system, developing and operating studios across multiple markets, Our approach is grounded in operational excellence, brand consistency, and a commitment to delivering a high quality Pilates experience. Every member, every class, every studio. Our studios are built by teams who invest in people, execute with discipline processes, deliver a best-in-class Pilates product, and operate with a performance driven mindset focused on learning, growth, and sustainable results. We’re helping shape the future of Pilates and how the world moves. Position Summary: The Payroll & Benefits Manager owns the end-to-end execution of payroll and benefits administration for Riser Fitness and is the company's subject matter expert on payroll compliance, wage and hour law, and benefits program management. This role reports directly to the Chief People Officer. It also serves as the business owner of our HRIS platform (Rippling) This is a working manager role. You are comfortable building scalable processes, navigating multi-state complexity, and partnering cross functionally when the situation calls for it. Schedule and Availability: This role requires flexibility to work . The Day-to-day: Payroll Operations & Compliance • Own and administer bi-weekly payroll for 1,400+ employees across 8+ states, with a strong emphasis on California wage and hour compliance, • Review payroll changes for accuracy, completeness, and compliance prior to payroll submission, • Ensure consistency and integrity of payroll data across all payroll systems and providers, • Partner closely with People Operations to ensure employee lifecycle events are accurately reflected in payroll systems, • Serve as the company’s primary compliance resource for federal, state, and local payroll requirements, including minimum wage changes, overtime rules, pay frequency mandates, final pay timing, and required deductions, • Monitor and implement wage law changes across all operating jurisdictions; maintain a compliance calendar and proactively brief the CPO and Finance on upcoming changes and cost impact, • Manage garnishments, tax filings, year-end W-2 processing, and multi-state payroll tax registrations, • Own or support the calculation, validation, and payroll processing of employee bonus and commission programs, • Partner with Finance on payroll reconciliation, accruals, and headcount reporting, • Continuously improve payroll processes, controls, and documentation to support company growth and scalability Benefits Administration • Manage day-to-day administration of health, dental, vision, 401(k), FSA/HSA, and ancillary benefit programs, • Own open enrollment planning and execution, including carrier coordination, employee communications, and system configuration, • Coordinate annual 401(k) audit activities, including auditor requests, census preparation, testing support, reconciliations, and documentation, • Serve as escalation point for employee benefits questions and claims issues, • Partner with brokers and carriers on plan renewals, benchmarking, and cost analysis; present recommendations to the CPO, • Ensure ACA compliance, including 1094/1095-C filing and eligibility tracking for variable-hour employees, • Manage COBRA, LOA/FMLA benefits continuation, and life event changes HRIS Ownership & Team Leadership • Serve as the Payroll & Benefits business owner within Rippling, setting requirements, validating configuration, and owning the integrity of payroll and benefits data, • Partner with People leadership and Finance on system decisions that carry downstream payroll or compliance implications, • Support the Rippling implementation and ongoing platform optimization within the payroll and benefits function Is this you? • 5+ years of multi-state payroll experience, with demonstrated ownership of compliance obligations across multiple jurisdictions, • Deep working knowledge of California wage and hour law, including meal and rest period requirements, final pay rules, exempt/non-exempt classification, and PAGA exposure, • Experience administering group benefits programs including health insurance, 401(k), and leave, • Proficiency with a modern HRIS/payroll platform (Rippling experience strongly preferred; ADP, Paylocity, Paycom also relevant), • Ability to read and apply statutory and regulatory changes — not just flag them, but implement them, • Strong attention to detail with a track record of audit-ready payroll records, • Clear, direct communicator, comfortable presenting to leadership Preferred • Experience in multi-unit retail, hospitality, fitness, or franchise operating environments, • CPP (Certified Payroll Professional) or PHR/SPHR designation, • Experience managing or mentoring direct reports, • Familiarity with ACA compliance and variable-hour employee tracking Rewards and Benefits: Employer-paid life insurance and disability coverage, including Basic Life & AD&D, Short-Term Disability, and Long-Term Disability, providing financial protection at no cost to team members. • Comprehensive medical, dental, and vision insurance options, with coverage effective the first of the month following your hire date., • Telehealth and virtual care access, offering convenient, low-cost medical support anytime, anywhere., • 401K retirement plan with employer matching, supporting long-term financial security., • Paid time off, including vacation and sick time, to support rest, recovery and work-life balance., • Employee Assistance Program (EAP) with confidential counseling, tools, and year-round wellbeing resources for employees and their households., • Optional voluntary benefits- including accident, critical illness, hospital indemnity, and Powered by JazzHR lm8jqSLj4J

Job Description Location: Onsite in Santa Ana, CA Salary: $195,000 – $235,000 annually Type: Full-Time About Us eJam is a bootstrapped consumer products company that has built, scaled, and exited multiple brands — all without ever taking a dollar of outside capital. Our portfolio includes category leaders ranked at the top of Amazon, carried in major retailers nationwide, and sold across DTC, marketplaces, and every channel in between. We’re not a startup hoping something works. We’re a team that has done it repeatedly — taken products from zero to eight figures, landed them on retail shelves nationwide, and built real brands that consumers love. We operate like a holding company with the speed of a startup: small team, no bureaucracy, massive ownership. This is the place where you’ll see the entire machine — sourcing, product development, packaging, manufacturing, compliance, marketing, marketplace strategy, retail — all under one roof. If you want to learn how consumer products actually get built and shipped at scale, there is no faster education than this. The Role We are hiring a Vice President of Finance to lead eJam's finance and accounting function across the enterprise. You will own the books, the operating budget, the forecast, the investor reporting package, and the asset-based lending relationship. You will serve as the financial backbone of our monthly Sales & Operations Planning process in partnership with Supply Chain, Sales, and brand leadership, and you will produce the brand-level financial reporting and analytics that our General Managers rely on to run their businesses. You will lead an Accounting Manager, three AP/AR processors, and a dedicated Treasury-focused Accountant, and you will partner closely with our external accounting, tax, and audit advisors. You will play a central role in transaction support — Quality of Earnings engagements, diligence, and external financial reviews — and in the selection or optimization of our ERP platform. Reporting to the Chief Operating Officer, you will work alongside the CEO, the President of eJam, the COO, and the brand General Managers to deliver finance outputs that make the business stronger — numbers the executive team, the board, the lender, and our investors can act on with confidence. What You Will Own • Ownership of financial statements at both the brand entity level (P&L, balance sheet, cash flow for each subsidiary) and the parent level (eJam Inc. consolidated) — including monthly close, brand-level P&L production, and financial reporting to the executive team, investors, the lender, and external reviewers, • Budgeting and forecasting at both the brand and parent levels — annual operating budgets built with each brand's General Manager to support the commercial outcomes they are chartered to deliver, rolled into the eJam consolidated budget; quarterly reforecasts at brand and parent levels; monthly variance analysis and brand/channel scenario modeling, • Sales & Operations Planning (S&OP) — serve as the financial partner in the monthly S&OP process owned by the COO; produce the integrated financial forecast, translate demand and supply assumptions into margin and cash implications, and own the variance analysis that closes each cycle, • ABL management — borrowing base certificates, covenant compliance, and direct lender communication, • Investor reporting — monthly and quarterly packages for institutional investors and the board, • Transaction support — QoE engagements, data room management, diligence Q&A, and integration planning, • Tax and external review — own the annual external CPA firm engagement, manage external tax advisors, and ensure federal, multi-state, California, and applicable international tax compliance across the organization, • ERP — participate in the selection, implementation, or optimization of the ERP platform alongside internal stakeholders and external consultants, • Team leadership — coach the Accounting Manager, three AP/AR processors, and a dedicated Treasury-focused Accountant (concurrent hire), manage external accounting partners, and build the bench Requirements • 10+ years of progressive finance experience at consumer product companies, through Director of Finance or Controller-level roles, • Hands-on experience managing an asset-based line of credit — borrowing base, eligibility, covenants, and lender relationship (required), • Experience supporting M&A transactions — Quality of Earnings engagements, due diligence processes, and external financial reviews, • Experience serving as the finance lead inside a Sales & Operations Planning (S&OP) or Integrated Business Planning process, and building operating budgets in partnership with commercial and operations leaders, • Experience supporting businesses sold through national retail partners (Walmart, Target, and similar) — deduction and chargeback context strongly valued, • Experience with ERP selection, implementation, or major optimization projects, • Subscription DTC exposure (Shopify, recurring revenue, cohort analysis) — strongly preferred, • CPA preferred; ERP fluency preferred (NetSuite ideal), • Team leadership experience — you have built, coached, and retained accounting and FP&A talent, • Direct, humble, and responsive. You work at the pace of a growing CPG operating team and you partner across functions without territory Benefits • Health, Dental & Vision, • Target annual bonus: 20–25% of base, • 401k with match, • Generous paid time off, • Amazing, pet-friendly office environment, • Quarterly Outings & Events

Job DescriptionWe are looking for an accomplished Chief Financial Officer to lead the financial strategy and overall fiscal health of the organization in Irvine, California. This position is ideal for a senior finance executive with experience in aviation or aerospace and the ability to support a broader portfolio that includes real estate interests. The CFO will serve as a strategic advisor to ownership, helping guide planning, performance, and sustainable growth across multiple business areas. Responsibilities: • Direct the company’s financial strategy, budgeting, forecasting, and long-term planning to support business objectives., • Oversee accounting, cash flow management, financial reporting, and internal controls to ensure accuracy and compliance., • Provide executive-level guidance to ownership on profitability, capital allocation, risk management, and business performance., • Partner with leadership to evaluate investments, operating results, and opportunities for growth within the core business., • Support financial oversight and analysis for affiliated real estate holdings, including planning, reporting, and performance monitoring., • Build and maintain trusted relationships with banking partners, advisors, investors, and other external stakeholders., • Lead responses to inbound financial and business inquiries from ownership, partners, and key constituents., • Develop and strengthen financial processes, reporting frameworks, and cross-functional decision support across the organization.• Proven executive finance experience in a CFO or comparable senior leadership role., • Background in the aviation or aerospace industry is strongly preferred., • Demonstrated ability to manage financial operations for complex or multi-entity business environments., • Strong expertise in strategic planning, budgeting, forecasting, and financial analysis., • Experience supporting or overseeing real estate-related financial activities is highly desirable., • Skilled at building strong detail-focused relationships and communicating with senior stakeholders., • Knowledge of corporate risk management, compliance, insurance matters, and internal control practices.

Job DescriptionOur team is looking for a highly motivated and entrepreneurial-minded mortgage broker to join our successful lending team. The ideal candidate will have an established book of real estate and lending institution contacts, a firm grasp on industry trends, and a proven track record of matching lenders and mortgage products to potential borrowers. If you are looking for a place to build your business with excellent growth potential, please apply today!Compensation: $150,000, at plan earnings. Responsibilities: • Meet with potential applicants and buyers to determine each client’s specific lending or refinance needs, • Find ideal mortgage product and lender for potential borrowers by researching competitive mortgage rates and interest rates and negotiating terms, • Maintain strong referral relationships with real estate agents and with mortgage lending sources/ mortgage bankers, gather up to date lending rate sheets and stay abreast of mortgage industry trends, • Explain varying loan products, buying or refinance process, and lending guidelines to applicants, • Interface with mortgage professionals such as lender institution underwriters, closing agents, and the borrower’s real estate agent to ensure a smooth mortgage process Qualifications: • Current NMLS licensure or National Association of Mortgage Broker license or certification required, • Undergraduate degree preferred in banking, finance, economics, business administration, or real estate law, • Superior time management, communication and analysis skills and independently resourceful, • Have a strong understanding of loan products and loan process from origination to close, • Advanced computer skills including MS office, and loan origination software About Company At Alt Financial Network, we pride ourselves on providing the type of service you'd extend to a loved one: patience, understanding, and the desire to go above and beyond. Whether it's a Loan Officer or client, Alt Financial Network strives to create an environment that educates and empowers its business partners to grow in their mortgage and real estate-related endeavors.

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $16.90/hour during training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Company DescriptionloanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

Job Description Ready to break into real estate or the mortgage industry but don’t know where to start? LendingXpress is your entry point into a long-term, lucrative career in lending and real estate finance. We’re a fast-growing, technology-driven private money mortgage company built on innovation and opportunity. Many of our top producers started in this very role — NO license, no experience, just a drive to succeed. Now, we're looking for hungry, coachable, and driven individuals to get their foot in the door and grow into fully licensed Loan Officers — with full training and support provided. Our proprietary front- and back-end systems are designed to help our team stay ahead of every lead and move files from application to funding as quickly and efficiently as possible. About the Role: Junior Loan Officer (Entry-Level Real Estate Lending Pathway) As a Junior Loan Officer, you’ll gain hands-on experience working directly with clients, learning the fundamentals of private money lending, and receiving all the training necessary to become a licensed Loan Officer. If you’re great on the phone, love helping people, and have the ambition to succeed in a competitive industry, we’ll give you the tools, leads, and mentorship to make it happen. What You'll Do: • Learn and explain the basics of our private money loan programs to potential borrowers, • Handle inbound and outbound calls to connect with leads and guide them through the application process, • Qualify leads and pass them to senior licensed Loan Officers, • Assist with loan applications, collect necessary documents, and support borrowers from first contact to close, • Hit daily and monthly activity goals with the support of a dedicated sales manager, • Participate in structured, hands-on training to build your knowledge of mortgage products, real estate, compliance, and sales best practices What We’re Looking For: • No mortgage or real estate experience required — just bring your motivation and coachability!, • 1+ year of full-time outbound phone sales experience or customer service, • Comfortable and confident on the phone, • Strong communication skills and a positive, professional demeanor, • Organized, detail-oriented, and eager to learn, • A desire to grow into a licensed Loan Officer — we’ll help you get there What You’ll Get: • Base pay of $18–20/hr + $250–$500 bonuses for every lead that closes, • 100% company-generated, exclusive leads — no cold prospecting, • Full training and paid support to become a licensed Loan Officer, • Opportunities for rapid advancement within the company, • Paid licensing, continuing education, holidays, PTO, and sick time, • Work/life balance — no weekend or late-night shifts, • A fun, supportive team environment with catered lunches, team celebrations, and top-performer rewards Why LendingXpress? We believe in growing talent from within. If you’re serious about breaking into the real estate and lending industry, this is your chance to learn the ropes, grow your skills, and build a future. Apply now to start your real estate career with LendingXpress! Company DescriptionLendingXpress is a fast-growing California hard/private money, and residential broker/lender, specializing in loans for real estate ranging from various sizes and types ranging from $100,000 to $18,000,000. Loans to purchase/refinance investment properties, fix and flip, bridge and construction loans. Our custom loan programs offer the ideal financing solution for borrowers who don't qualify for traditional financing and/or need a quick close. We also buy and sell distressed properties and help consumers with real estate issues.LendingXpress is a fast-growing California hard/private money, and residential broker/lender, specializing in loans for real estate ranging from various sizes and types ranging from $100,000 to $18,000,000. Loans to purchase/refinance investment properties, fix and flip, bridge and construction loans. Our custom loan programs offer the ideal financing solution for borrowers who don't qualify for traditional financing and/or need a quick close. We also buy and sell distressed properties and help consumers with real estate issues.

Job Description:\n\nThe Center for Inherited Blood Disorders (CIBD) is a mission-driven nonprofit delivering highquality, comprehensive care to children and adults with blood disorders. Joining our executive team as Chief Executive Officer offers a rare opportunity to lead a mid-sized organization committed to advancing public health, expanding life-changing clinical programs and community outreach, and fostering equity and excellence in patient and familycentered care. You will guide strategic growth, strengthen partnerships with healthcare providers, funders, and public partners, and shape a supportive culture that invests in staff development and wellbeing. This role is ideal for a visionary leader who wants to make a measurable impact on community health and organizational sustainability.Job SummaryThe Chief Executive Officer (CEO) serves as the senior executive accountable for the full scope of operational, clinical, and business performance at CIBD. This senior leadership role combines operational oversight with the vision and strategic acuity required to drive long-term organizational growth, financial sustainability, and mission advancement.The CEO leads a high-caliber, multi-disciplinary management team spanning clinical and infusion operations, specialty pharmacy, finance, legal, compliance, grants and research management, business development, community engagement, human resources, and information technology. Reporting to the President, the CEO works in close partnership with the senior executive team (including the President, Medical Director, and Chief Financial Officer) and Board of Directors to design and execute strategic initiatives that elevate CIBDs standing as a national leader in patient-centered care for the bleeding disorders community.Essential DutiesExecutive Leadership & Organizational Strategy - Serve as the principal internal leader for all operational dimensions of CIBD, including clinical programs, specialty pharmacy, administrative functions, and business development. Collaborate closely with the President, Medical Director, Chief Financial Officer, and Board of Directors to formulate, refine, and execute multi-year strategic plans aligned with CIBDs mission and growth objectives. Translate Board-approved strategies and organizational priorities into actionable operational plans with clear accountability frameworks and measurable outcomes. Author comprehensive board reports, executive presentations, and strategic recommendations that inform governance decisions and organizational direction. Serve as the Chief Compliance Officer, maintaining program integrity and ethical standards across all organizational operations. Represent CIBD at local, regional, and national hematology and healthcare forums, positioning the organization as a center of excellence within the bleeding disorders community. Cultivate and sustain high-value strategic alliances with pharmaceutical manufacturers, payers, and integrated health systems. Champion innovation in program design, service delivery, and care models to ensure CIBDs continued competitive differentiation. Develop and continuously optimize the operational infrastructure necessary to support organizational scale and complexity.Clinical Operations Management - Ensure full regulatory compliance of all clinic operations in accordance with federal, state, and Title 22 standards. Lead the organizations Joint Commission clinical accreditation program as the primary executive sponsor and point of accountability. Drive enterprise-wide quality improvement initiatives designed to enhance patient outcomes, operational efficiency, and service excellence. Oversee the implementation of national emergency preparedness frameworks for hematology patients in coordination with local, state, and federal public health authorities. Govern patient safety protocols, medication management standards, and error prevention programs to ensure the highest standard of clinical care. Institutionalize a culture of service excellence in which patient and family needs remain the paramount priority across all care settings. Ensure optimal allocation of personnel, equipment, and facility resources to sustain and advance CIBDs patient care mission.Financial Oversight & Stewardship - Partner with the Chief Financial Officer and finance leadership to analyze budget performance, assess variances, and act decisively on key financial indicators. Develop and execute cost management strategies that preserve quality of care while improving operational efficiency and financial resilience. Identify, develop, and pursue diversified revenue opportunities, including federal and private grants, managed care contracts, institutional partnerships, and new program development. Lead payer contract negotiations for both clinic and pharmacy operations, securing favorable terms consistent with CIBDs clinical and financial objectives. Maintain rigorous compliance with CMS regulations, 340B Drug Pricing Program requirements, and all applicable grant funding restrictions. Provide strategic financial guidance to departmental leaders to promote cost-effective, mission-aligned operations organization-wide.Legal Affairs & Contract Management - Serve as the primary executive liaison for all legal matters and coordinate effectively with outside counsel on regulatory, transactional, and risk-related issues. Lead complex contract negotiations and provide authoritative oversight for the review, approval, and execution of all significant agreements. Ensure that all contractual obligations align with CIBDs strategic objectives, regulatory requirements, and organizational risk tolerance.Compliance & Risk Management - Maintain a comprehensive, audit-ready compliance program that meets all applicable Federal guidelines, accreditation standards, and payer requirements. Ensure organizational adherence to HRSA grant requirements, 340B Drug Pricing Program regulations, and Medicare/Medi-Cal/commercial payer mandates. Oversee background screening processes, OIG exclusion list monitoring, and vendor compliance protocols. Develop and govern a balanced organizational scorecard and executive performance dashboard that drives data-informed decision-making. Establish and maintain confidential reporting mechanisms for compliance concerns and policy violations, fostering a culture of transparency and accountability. Coordinate with the Medical Safety Officer on quality assurance, patient safety, and clinical risk matters. Retain and manage relationships with general counsel, external auditors, accountants, and specialized consultants as required. Lead the development, implementation, and follow-through of corrective action plans in response to compliance findings or operational deficiencies. Govern organization-wide policies and procedures to ensure consistent compliance with all federal, state, and local laws and regulations.Grants & Research Management - Ensure full compliance with all federal grant requirements, including programmatic reporting, financial management, and audit obligations. Proactively identify and pursue grant opportunities that support program expansion, clinical research, and community impact initiatives. Serve as an organizational champion for bleeding disorders research, fostering collaboration with academic partners and clinical trial networks. Maintain and strengthen relationships with external funding organizations, foundations, and research collaborators.Business Development & Community Engagement - Design and execute comprehensive business development strategies to expand CIBDs patient services, market reach, and brand recognition throughout California and beyond. Build strategic infrastructure through partnerships with hospitals, physician groups, community health organizations, and patient advocacy networks. Lead integrated marketing and communications initiatives that effectively promote CIBDs mission, capabilities, and competitive strengths. Cultivate robust referral networks and community relationships with physicians, patient advocates, and rare disease organizations. Identify and develop new service line opportunities and programmatic growth priorities in alignment with organizational strategy. Serve as the primary steward of CIBDs brand identity, ensuring consistent and compelling messaging across all internal and external communications.Organizational Development & Human Capital - Embody and champion CIBDs core values, fostering a patient-centered, inclusive, and high-performance organizational culture. Provide visionary leadership, executive coaching, and meaningful mentorship to the senior leadership team and management staff. Establish performance management frameworks that develop leadership capabilities, drive accountability, and support career advancement. Build organizational resilience through disciplined workforce planning, talent development, and executive succession planning. Create an environment that rewards intellectual curiosity, collaboration, and professional growth at every level of the organization. Oversee all human resources operations, including talent acquisition, onboarding, employee relations, compensation and benefits administration, and HR policy development and enforcement. Partner with HR leadership to design and implement competitive total rewards programs that attract top talent and support long-term employee retention across clinical, administrative, and executive functions. Direct the development and execution of organization-wide employee engagement initiatives, ensuring CIBD maintains a positive workplace culture aligned with its mission and values. Champion diversity, equity, and inclusion initiatives that foster a welcoming and equitable workplace for all staff at every level of the organization. Oversee the investigation and resolution of employee relations matters, including workplace concerns, grievances, and disciplinary actions, in coordination with HR and legal counsel as appropriate. Ensure that HR metrics, workforce analytics, and staffing data are regularly reviewed and used to inform strategic decisions related to hiring, retention, and organizational design.Technology & Infrastructure - Provide strategic oversight of CIBDs information technology infrastructure, ensuring reliable support for both clinical and business operations. Lead the evaluation, selection, and implementation of electronic health record (EHR) systems and practice management platforms that enhance clinical efficiency and patient experience. Ensure rigorous data security protocols, HIPAA compliance, and business continuity planning across all technology platforms. Champion the adoption of technology solutions that measurably improve operational performance, patient engagement, and organizational scalability.RequirementsBachelor's degree in Healthcare Administration, Business Administration, Finance, Public Health, Health Sciences, Clinical discipline or a closely related discipline and 19+ years of progressively responsible healthcare experience in acute ambulatory setting, including supervisory and personnel management experience;Masters degree in fields listed above and 15+ years of progressively responsible healthcare experience in acute ambulatory setting, including supervisory and personnel management experience; orPhD degree in fields listed above and 11+ years of progressively responsible healthcare experience in acute ambulatory setting, including supervisory and personnel management experience.A minimum of 5 years of experience in a director-level role or 3 years of experience in a senior executive-level role.Additional Required QualificationsDemonstrated expertise in specialty healthcare operations, hemophilia treatment center administration, specialty pharmacy, or complex ambulatory care environments.Substantive knowledge and hands-on experience with the 340B Drug Pricing Program, including operational management and audit compliance.In-depth command of federal and state healthcare regulations, including CMS, HRSA, state pharmacy law, and clinical quality standards.Proven track record of successful P&L management, strategic business development, and sustainable operational improvement.Visionary strategic thinker with demonstrated ability to translate organizational vision into executable operational plans and measurable results.Exceptional executive leadership capabilities with a track record of building, inspiring, and retaining high-performing, mission-driven teams.Deep subject matter expertise in specialty pharmacy operations and the clinical management of bleeding disorders.Outstanding executive communication and interpersonal skills, with the ability to engage and influence diverse stakeholders across clinical, regulatory, philanthropic, and community domains.Demonstrated capacity to lead complex, multi-faceted operations in a dynamic and rapidly evolving healthcare environment.Strong analytical acumen and structured problem-solving capabilities, with comfort navigating ambiguity and making high-stakes decisions under uncertainty.Unwavering commitment to patient-centered care, health equity, and the organizational mission.Proven experience with Joint Commission or comparable accreditation processes.Proficiency with enterprise healthcare information systems, EHR platforms, and data analytics tools.Preferred QualificationsExperience with federal grant management, compliance reporting, and program stewardship strongly preferred.Operational experience in a federally designated Hemophilia Treatment Center (HTC) or rare disease specialty care setting.Established knowledge of and relationships within the bleeding disorders patient community and national advocacy organizations.Existing professional relationships with specialty pharmaceutical manufacturers, Group Purchasing Organizations (GPOs), and specialty distributors.Familiarity with Federally Qualified Health Center (FQHC) or community health center operational models.BenefitsMedical (100% employee coverage and 50% dependent coverage)Vision (100% employee coverage and 50% dependent coverage)Dental (99% employee coverage of dental)Flexible Spending AccountLife insurancePaid Time Off10 observed paid holidays403(b) retirement plan with 4% employer match457(b) deferred compensation plan with 2% employer matchCompensation base expected at time of hire is $285,000 - $360,000 annually. Actual compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience.Resume/CV and cover letter required.About the OrganizationThe Center for Comprehensive Care & Diagnosis of Inherited Blood Disorders (CIBD), a 501(c)3 non-profit organization, is committed to providing comprehensive care for patients and their families with rare, chronic inherited blood disorders. CIBD is a part of a nationwide network of over 140 Hemophilia Treatment Centers that use multidisciplinary teams of blood di

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.Essential Job Duties & Responsibilities: • Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities, • Prospect for new HELOC customers through inbound call campaigns, • Educate customers on HELOC products and eligibility requirements, • Gather financial documents and process loan applications, • Evaluate applications based on credit worthiness, income verification, asset valuation, etc., • Present completed packages for underwriting approval, • Coordinate closings with settlement agents and title companies, • Ensure compliance with all applicable lending laws and regulations, • Participate in continued education and training as required;, • Perform other duties as assignedRequired Skills, Knowledge & Abilities:, • 2+ years of experience as a loan officer, preferably with HELOC expertise, • Bachelor's degree in finance, business or related field preferred, • Strong communication, sales, and relationship building skills, • Proficiency with loan origination/processing software systems, • Knowledge of lending guidelines, laws and regulations, • Ability to multi-task and prioritize in a fast-paced environment, • Detail-oriented with strong documentation and problem-solving abilities, • Must possess, or have the ability to possess upon hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become licensed in multiple statesCompensation: $28.85 per hour plus bonus Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionThe Center for Inherited Blood Disorders (CIBD) is a passionate non-profit organization dedicated to delivering high-quality, comprehensive, and family-centered care that significantly enhances the lives of children and adults with blood disorders. By choosing a career with us, you'll be joining a vibrant team committed to advancing public health while also investing in your personal and professional growth. Explore the opportunity to make a real difference in the community while developing your skills in a supportive, mission-driven environment. Your contributions will help shape our future and transform lives! Job Summary Reporting to the Chief Financial Officer (CFO), the Medical Billing Manager will be responsible for billing operations including workflow oversight for processing of claims/coding for clinical and infusion services team leadership. The Medical Biller Manager manages a team of billers and ensures team compliance with county, state, and federal regulations, in the preparation and submission of claims to insurance companies, government agencies to receive payment for medical services rendered for reimbursement. The Medical Billing Manager also has substantive knowledge of industry standards and insurance companies, billing, and coding regulations, and follow standards in accordance with Centers for Medicare & Medicaid Services (CMS), California Childrens Services (CCS), Genetically Handicapped Persons Program (GHPP) and all other State and Federally sponsored programs. Department: Finance Schedule: M - F, 8:30 - 5:00 Location: On-site Essential Duties • Database Management: Maintain and update accurate databases with insurance companies. Review high level complaints and respond back within department standards., • Compliance: Ensure compliance with industry standards set by the Centers for Medicare & Medicaid (CMS), commercial insurance plans, Medi-Cal, and county managed care plans regulations., • Supervise Operations: Direct daily charge entry, claim scrubbing, submission, and payment posting., • Lead the Team: Recruit, train, mentor, and evaluate remote and on-site billing and collections staff., • Optimize Epic: Manage and resolve Epic charge router, claim, and account workqueues efficiently., • Denial Management: Analyze rejections to implement effective appeal strategies., • Payer Compliance: Maintain up-to-date knowledge of Medicare, Medicaid, and commercial guidelines., • Monitor Accounts Receivable: Track A/R aging and implement strategies to reduce outstanding days., • Financial Reporting: Track monthly revenue cycle KPIs, DSO, and aging reports.Requirements, • Bachelors degree in Healthcare Administration, Finance, or equivalent experience., • Graduate from an accredited Medical Billing program., • Minimum of 5 years of experience in ambulatory /outpatient medical billing setting., • Minimum of 2 years of direct experience with infusion billing, J-codes, and pharmacy benefits., • Minimum of 2 years of supervisory experience., • Minimum of 2 years experience with EPIC EMR/PM software., • Experience working with all payers commercial, government, Medicare, Medicaid., • Deep expertise in CPT, ICD-10, HCPCS codes, and modifiers.Required Licenses/Certifications, • Basic Life Support(BLS) Certification (or ability to obtain within the first three months of hire)., • HIPAA Training (or ability to complete within one month of hire).Additional Required Qualifications, • Working knowledge of CCS/GHPP/Medi-Cal/HIPAA regulations and requirements and understanding of third-party payer methods and regulations., • Working knowledge of HCPC/E&M/CPT & ICD-10 codes related to Hematology and related services., • Working knowledge and understanding of the relationship between procedure and diagnosis compatibility to maximum reimbursement., • Advanced knowledge of billing denials and appeals processes. Preferred Qualifications, • Certified Professional Biller (CPB), Certified Billing and Coding Specialist (CB Certified Medical Billing Specialist Certificate (CMBS) or similar certification.Benefits, • 100% employee coverage and 50% dependent coverage of medical and vision; 99% employee coverage of dental, • Life insurance, • Paid Time Off, • 10 observed paid holidays, • 403b retirement plan with 4% matchCompensation listed is the expected salary base at time of hire. Actual compensation offered will be determined by factors such as location, level, job-related knowledge, skills, and experience. About the Organization The Center for Comprehensive Care & Diagnosis of Inherited Blood Disorders (CIBD), a 501(c)3 non-profit organization, is committed to providing comprehensive care for patients and their families with rare, chronic inherited blood disorders. CIBD is a part of a nationwide network of over 140 Hemophilia Treatment Centers that use multidisciplinary teams of blood disorder specialists to provide expert comprehensive diagnosis, medical care, outreach, education, outcomes monitoring, surveillance, and prevention services to people with Hemophilia, Sickle-Cell Anemia, Thalassemia, Von Willebrand Disease, Mast Cell Activation Syndrome (MCAS) and other related benign hematology conditions. CIBD is the regional grantee for the Western States Region for Hemophilia, the Pacific Sickle Cell Regional Collaborative (PSCRC) and Networking California for Sickle Cell Care (NCSCC) providing regional leadership, fiscal and administrative oversight, grants management, capacity building, clinical education, technical assistance, evaluation, and outreach to public and private health agencies at the local, state, and federal levels. The Center for Inherited Blood Disorders is an Equal Opportunity/Affirmative Action Employer advancing inclusive excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, age, protected veteran status, or other protected categories covered by the company's non-discrimination policy. We are committed to attracting and retaining a diverse workforce along with honoring unique experiences, perspectives, and identities. Together, our community strives to create and maintain working and learning environments that are inclusive, equitable and welcoming. www.cibd-ca.org

Job DescriptionSeeking a Loan Originator to join a well established financial services company based out of Irvine, CA. The ideal candidate will working with loan applicants to collect all information for the loan process, reviewing the documents, preparing proposals and keeping them in compliance to be sent over for processing. The ideal candidate will have Encompass experience, 2+ years of experience, and strong communication and organizational skills. Apply now for consideration! Responsibilities: • Meet with loan applicants to identify their needs and collect information for loan applications., • Analyze active loan files on a regular basis and recommend solutions to speed up the loan process., • Complete loan contracts and teach clients on policies and regulations., • Interview applicants to define financial eligibility and establish debt payment plans., • Monitor and update account records., • Submit loan applications in a timely manner., • Prepare detailed loan proposals., • Reject loan applications and explain deficiencies to applicants., • Respond to applicants questions and resolve any loan-related issues., • Operate in compliance with laws and regulations. Requirements: • Bachelor’s degree in Finance or similar field., • 1-2 years’ experience as a loan officer., • Solid understanding of local, state, and federal loan regulations., • In-depth knowledge of computers and banking software., • Outstanding interpersonal and communication skills., • Customer service oriented with exceptional sales skills., • Encompass experience required, • Blend, Optimal Blue and Velocify

Job Description Aspiriant is recruiting a Senior Associate for our Planning Strategy & Research (PS&R) group. PS&R serves as the central hub for Aspiriant’s wealth planning innovation and client experience. This is a nationwide search, with the opportunity to be located in our San Diego office or our other office locations (Los Angeles, San Francisco, Mountain View, Irvine, Austin, Minneapolis, Milwaukee, Cincinnati, or New York). The Senior Associate will report to the Chief Client Officer. The Senior Associate role is a distinctive opportunity for someone who loves wealth planning and wants to apply that expertise in a broad, scalable way. Rather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. This is a non-client-facing role without any direct business development duties by design. It is well suited for an individual with prior client-facing experience who seeks to extend that impact across the firm. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice. PS&R’s mission is to help advisors foster intimate and durable client relationships that enable clients to achieve their goals, experience peace of mind and live life well. The team builds and maintains the wealth planning platform that helping advisors with the tools, training and processes that make exceptional client service impression intuitive, coordinated and deeply personal. Here are some examples of PS&R initiatives to demonstrate the range of our work: • Prepare quarterly meeting materials that advisors in the Practice can adapt for client conversations, • Develop wealth planning conventions and guidance for consistent use across the Practice, • Design and refine the new client onboarding process, • Improve how the Practice supports clients through major life events, ensuring a thoughtful, caring, and well-coordinated experience in partnership with Client Service Operations, Compliance, and Finance, • Lead the annual client survey process, including related client communications and internal updates, • Coordinate with our Investment Strategy & Research and Client Service Operations Teams to support the Practice with centralized resources during times of crisis (i.e., severe wildfires and other natural events, tariff concerns, etc.), • Work closely with our Client Service Operations and Compliance teams to develop and integrate new steps into our processes to be compliant with new and ongoing regulations We are Aspiriant, a leading, independent, 100% employee-owned wealth management firm. Our core values guide us to seek out a broad range of perspectives, talent, and backgrounds to achieve our mission; one where all staff contribute to and share our success. We recognize, respect and value the contributions of each employee, and we strive to cultivate a work environment that strikes an agreeable balance between our professional and personal lives. • Collaborative work environment where together we achieve more, • Environment supportive of learning and growing your career, • Continuing education assistance program, • 401(k) with company match, • Bonus program, • Company contribution up to 95% for health insurance, • Hybrid work arrangement How you will contribute: As part of PS&R, the Senior Associate plays a central role in equipping advisors across the firm to deliver exceptional, highly personalized client experiences. The role will assist with the following: Drive wealth planning innovation and insight • Help monitor emerging trends, strategies and regulatory developments in wealth management and translate them into actionable guidance for the Practice, • Contribute subject matter expertise to develop scalable planning approaches across areas such as retirement, education funding, insurance, charitable giving and complex balance sheet strategies Build tools, processes and intellectual capital • Design and refine the frameworks, templates and other materials that advisors use to guide client conversations, • Strengthen the firm’s planning wealth planning services by improving processes, enhancing usability and increasing consistency across the Practice, • Balance standardization with flexibility to ensure advisors can deliver both high-quality and highly personalized advice Enable and help advisors across the Practice • Develop a deep consideration of advisor workflows, challenges and opportunities to identify areas for meaningful improvement, • Serve as a trusted internal partner, offering guidance, feedback and hands-on support to elevate planning quality across the firm, • Partner with Learning & Development to design and deliver training that strengthens both technical knowledge and relationship management capabilities Collaborate across the firm to enhance the client experience • Work closely with Compliance, Client Service Operations, Investment Strategy & Research, Technology and other departments to evolve our platform and processes, • Contribute to firm-wide initiatives that improve how we help clients through both everyday planning and complex life events Create content and extend the firm’s voice • Develop client-facing and internal content, including presentations, articles, and webinars, that make planning concepts accessible and actionable, • Partner with Marketing to ensure alignment with the firm’s brand and strategic priorities, • Represent the firm externally where appropriate, contributing to our reputation as a thoughtful leader in wealth planning Is this you? An ideal candidate will be motivated by our mission to empower families to take control of their financial lives, live their values with clarity and peace of mind and achieve their long-term goals. This role is not client facing. Instead, it plays a critical behind-the-scenes role by supporting advisors who work directly with clients. The right candidate will bring prior wealth management advisor experience along with a strong desire to focus their career on enabling others to deliver exceptional, highly personalized client service. We seek individuals who share Aspiriant’s values and vision and who thrive in a collaborative, intellectually rigorous and compassionate environment. A strategic partner once compared us to a “cocker spaniel,” and we embrace that comparison. Our client relationships are grounded in professionalism and strengthened by warmth, care, and authenticity. This role contributes to that experience by equipping advisors with the tools, insights and support they need to serve clients with distinction. The attributes and talents that lead to success in the role are: Knowledge: • Strong technical knowledge of wealth management and a passion for financial planning, including areas such as retirement, charitable giving, education funding, and insurance, • Intellectual curiosity and accountability, with a desire to deepen expertise and contribute meaningfully within a team environment Skills: • Excellent listening and relationship management skills, • Strong attention to detail and follow-through, • Effective project management, with the ability to prioritize across multiple responsibilities, • Commitment to continuous growth and development of leadership capabilities Abilities: • Clear and effective communication skills, both written and verbal, including presentations, • Ability to collaborate across functions and build strong working relationships, • Proactive and adaptable, with a willingness to take ownership of a wide range of responsibilities, • Capability to identify and improve processes to enhance client service and firm efficiency, • Innovative, goal-oriented mindset aligned with Aspiriant’s core values and culture Experience and Education: We consider a range of experience and educational backgrounds that demonstrate the ability to succeed in this role. Typical qualifications include: • Bachelor’s degree, preferably in business, finance, economics, tax, or financial planning, • CFP® designation required, • Three or more years of experience in a wealth management firm serving high net worth and ultra-high net worth clients, • Experience contributing to a wealth management committee within an RIA is strongly preferred, • Proficiency with financial planning tools such as eMoney, • Demonstrated experience across the full financial planning process, including discovery, data gathering, analysis, plan development, implementation, and monitoring, • Strong analytical capabilities and sound professional judgment, • Excellent personal and professional references Physical Demands and Work Environment: Primarily sedentary work in an office with minimal distractions; walking throughout the office. Learn and memorize tasks; execute tasks independently; apply knowledge and use judgment to manage situations. Occasionally exert up to ten pounds of force to lift, carry, push, pull or otherwise move objects. Perform repetitive motions; substantial movements of the wrists, hands, and fingers for computer keyboard operation. Use near visual acuity to perform an activity such as preparing documents, operating a computer, and reading. Speak and hear to communicate with team members and clients by phone and in-person. Aspiriant is committed to diversity, inclusion and belonging. A diverse and inclusive culture is essential to providing the best to both our clients and our people. Including a variety of perspectives in all that we do is necessary for our innovation and growth. We envision a firm where our people see a community they belong to and an inspiring future…a firm where people can be themselves, learning is limitless, and everyone can thrive. As an Equal Opportunity Employer that believes in and follows Fair Chance Ordinances, we are committed to employment practices that ensure that employees and applicants for employment are provided with equal opportunities without regard to race, color, national origin, ancestry, sex, age, religion, physical or mental disability, medical condition, veteran status, marital status, pregnancy, sexual orientation, gender identity, genetic information, or any other factor that is not related to the position. www.aspiriant.com Aspiriant is a Registered Investment Adviser, subject to SEC regulation, and requires all employees (and at times, family members) to disclose securities holding and transactions. There are also restrictions on trading certain securities. Candidates are encouraged to request further information regarding these policies.

This Jobot Job is hosted by: Ba Tran Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume. Salary: $150,000 - $200,000 per year A bit about us: We are a well-established, multi-state law firm recognized for delivering exceptional legal services through a collaborative, client-focused approach. With multiple offices and a growing national footprint, our firm is committed to operational excellence, innovation, and maintaining the highest standards of financial stewardship. As we continue to expand, we are investing in the people, processes, and technology that support our long-term success. We are seeking an experienced Financial Controller to oversee the firm's accounting operations and help drive financial excellence across the organization. Reporting directly to executive leadership, this role will be responsible for ensuring the accuracy of financial reporting, strengthening internal controls, leading a talented accounting team, and supporting strategic business initiatives. The ideal candidate is a proactive accounting leader who thrives in a fast-paced, multi-office environment and enjoys building scalable processes that support organizational growth. This is an outstanding opportunity for an experienced accounting professional to join a respected organization where your expertise will directly influence financial strategy, operational efficiency, and the continued success of the firm. Why join us? Competitive Compensation (Base + Bonus) and Benefits Package (M/D/V + 401K + Life Insurance) Stable career opportunity Join a well established team who is invested in your growth and success Substantial growth in their business Nationwide Rewarding work and responsibilities Hybrid work schedule (2 days in office weekly) Job Details Position Overview We are seeking an experienced Controller to lead the day-to-day accounting operations for a large, multi-state law firm. This individual will oversee the firm's accounting functions, ensure the integrity of financial reporting, strengthen internal controls, and provide strategic financial support to executive leadership. The ideal candidate is a hands-on accounting leader with experience managing complex financial operations across multiple offices while developing high-performing teams and driving process improvements. Key Responsibilities Lead the firm's monthly, quarterly, and annual financial close processes, ensuring accurate and timely preparation of financial statements, account reconciliations, and management reporting packages. Maintain responsibility for the general ledger, chart of accounts, journal entries, accruals, payroll accounting, fixed assets, and all supporting schedules to ensure compliance with accounting standards and firm policies. Direct the daily operations of the Accounting Department, including Accounts Payable, Accounts Receivable, Client Trust Accounting (IOLTA), cash management, and billing support, while ensuring consistent service levels across multiple office locations. Oversee all trust accounting activities to ensure compliance with applicable state bar regulations and internal controls governing client funds. Develop, analyze, and present financial reports, operating metrics, and variance analyses that provide leadership with meaningful insights into firm performance, profitability, cash flow, and operational trends. Manage the preparation and coordination of annual financial audits, tax reporting requirements, 1099 filings, business license renewals, and other regulatory compliance obligations while serving as the primary liaison to external auditors, tax advisors, and regulatory agencies. Monitor and strengthen accounting policies, procedures, and internal controls to safeguard firm assets, improve operational efficiency, and maintain compliance across multiple jurisdictions. Evaluate, implement, and optimize financial systems, accounting software, and reporting tools to enhance automation, data accuracy, workflow efficiency, and financial visibility throughout the organization. Oversee treasury functions, including daily cash positioning, bank reconciliations, ACH transactions, wire transfers, check disbursements, positive pay administration, and management of both operating and client trust accounts. Review and approve employee expense reimbursements, corporate credit card activity, and vendor payment requests to ensure compliance with firm policies and proper financial controls. Build and maintain strong working relationships with banking partners, insurance providers, external auditors, tax professionals, software vendors, and other key business partners. Assist with the annual budgeting process, financial forecasting, and cash flow planning while partnering with executive leadership to support strategic business initiatives and long-term financial objectives. Provide financial guidance to practice group leaders and department managers by delivering meaningful reporting, identifying opportunities for cost savings, and supporting informed business decisions. Lead, mentor, and develop the accounting team through coaching, performance management, hiring, training, succession planning, and professional development, fostering a culture of accountability and continuous improvement. Collaborate closely with the Chief Financial Officer on firm-wide financial strategy, special projects, system implementations, process optimization initiatives, acquisitions or office expansions, and other executive-level initiatives. Continuously identify opportunities to improve accounting processes, enhance reporting capabilities, strengthen internal controls, and implement best practices that support the firm's continued growth. Qualifications: A minimum of 5 years of experience in a similar role, within the legal industry. Bachelor's degree in Accounting, Finance, or related field. CPA or MBA preferred. Demonstrated knowledge of accounting principles and best practices, tax laws, and reporting requirements. Proven experience in managing and developing an accounting team. Strong analytical skills with the ability to create financial reports and conduct cost analyses. Solid experience coordinating audit activities and managing reporting, budget development and analysis, accounts payable and receivable, general ledger, payroll, and accounting for investments. A successful track record in setting priorities, shaping processes, and executing quickly and effectively. Excellent communication and leadership skills. Proficiency in accounting software and Microsoft Office Suite. Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. 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Job DescriptionSales & Service Development Representative II Location: Irvine, CA – On-site Job Type: Full-Time Compensation: $26/hour + monthly bonus incentives. Company Overview: Mutual of Omaha is a Fortune 300 Company. Mutual Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works collaboratively, please review and apply for our opening below! Role Overview: At Mutual of Omaha Mortgage, we’re seeking experienced call center sales & service professionals to handle a high volume of outbound and inbound calls. This role emphasizes developing new opportunities through structured outreach, prospecting, and lead qualification. The ideal candidate is a fast learner with strong communication skills, able to follow scripts, adapt in the moment, and quickly build rapport. Success in this role requires thriving in a fast-paced, growth-oriented environment and effectively engaging customers. Key Responsibilities: • Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and lead qualification., • Conduct initial contact and follow-up to identify needs and determine customer fit, • Follow scripts verbatim for products and services, applying rebuttals as needed, • Build trust-based relationships by going above and beyond in addressing early customer concerns, • Offer service support or handle simple service questions prior to transferring to a loan officer, • Consistently meet individual and team targets for lead conversion, customer service, productivity, and quality What You’ll Need to Succeed: • Prior experience in a call center, sales, or customer service environment, • Excellent phone communication skills—clear, confident, and persuasive, • Basic technical proficiency, including experience with CRM systems, phone systems, and standard business tools (e.g., Microsoft Excel, Word, etc.), • Ability to multitask and manage time in a high-volume environment, • Preferred: Background in mortgage, finance, and/or sales What We Offer: • Competitive compensation, • Robust training and ongoing coaching, • A supportive team culture committed to excellence Join a team that’s redefining the customer experience in reverse mortgage lending. If you're ready to make an impact, grow your career, and contribute to a high-performing sales & service team, we’d love to hear from you. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: • Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service., • Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed., • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday), • Multiple PPO Medical Plans, as well as HDHP eligible plan., • Dental Coverage, • Vision Coverage, • Company Paid Life Insurance, • 401K with a generous employer match, • Additional Benefits including – Optional Life, FSA, Pet Insurance etc., • Free Legal Services, • Employee Loan Program Powered by JazzHR yBFeS0PHRw

Our Client is a global technology and manufacturing organisation focused on enabling the modernisation of electrical transmission infrastructure worldwide. Through innovative engineering and advanced materials technology, they help utility companies increase grid capacity, improve reliability, and accelerate the energy transition. We are seeking an experienced and commercially focused Procurement Director to lead and transform our global procurement function. Reporting directly to the Chief Operating Officer (COO), this senior leadership role will be responsible for developing and executing procurement strategies that drive value, optimise supplier performance, reduce risk, and support the company's ambitious growth objectives. The successful candidate will be a strategic thinker with strong operational execution capabilities, capable of building high-performing supplier partnerships while delivering measurable commercial outcomes across a complex international business. Key Responsibilities • Develop and implement a global procurement strategy aligned with business objectives and operational priorities., • Lead all strategic sourcing, supplier selection, contract negotiation, and supplier relationship management activities., • Identify and deliver cost optimisation opportunities while maintaining quality, service, and supply continuity., • Establish robust procurement governance, policies, and compliance frameworks., • Build and manage a high-performing procurement team, fostering a culture of accountability, collaboration, and continuous improvement., • Partner closely with Operations, Finance, Engineering, Supply Chain, Legal, and other key stakeholders to support business requirements., • Drive supplier performance management through KPIs, scorecards, and regular business reviews., • Develop risk mitigation strategies to strengthen supply chain resilience and business continuity., • Monitor market trends, supplier capabilities, and industry developments to identify opportunities and risks., • Lead contract negotiations and commercial agreements to maximise value and minimise exposure., • Support strategic growth initiatives, new product introductions, and operational expansion plans., • Deliver procurement reporting, insights, and recommendations to executive leadership. Skills & Experience • Significant senior-level procurement leadership experience within a manufacturing, engineering, industrial, infrastructure, energy, or technology-driven environment., • Demonstrated success in developing and executing procurement transformation initiatives., • Strong commercial acumen with extensive experience negotiating complex contracts and supplier agreements., • Proven ability to deliver substantial cost savings and operational efficiencies., • Experience managing global supplier networks and international sourcing activities., • Strong understanding of supply chain risk management, procurement governance, and contract management., • Exceptional stakeholder management and influencing skills, including experience working with executive leadership teams., • Data-driven decision maker with strong analytical and problem-solving capabilities. What Success Looks Like • Establishing procurement as a strategic business partner across the organisation., • Delivering measurable cost improvements and value creation initiatives., • Strengthening supplier performance, resilience, and innovation., • Enhancing procurement processes, governance, and operational efficiency., • Building a scalable procurement function capable of supporting future growth. This is a unique opportunity to shape and lead a critical business function at a senior level, working directly with the COO and executive leadership team. You will play a key role in influencing company strategy, driving operational excellence, and supporting long-term business.

Job DescriptionPosition Summary:loanDepot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For:Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: • Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle., • Sales Aptitude: Ability to identify and pursue sales opportunities effectively., • Financial Acumen: Understanding of basic financial concepts and mortgage products., • Adaptability: Willingness to learn and adapt to industry changes and company policies., • Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment., • Ethical Standards: Commitment to maintaining high ethical standards in all interactions., • Technology Proficiency: Comfort with using software for loan processing and customer management., • Customer Focus: Dedication to delivering exceptional customer service throughout the loan process.Requirements:, • Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred., • Location: Must be able to commute to Irvine, CA full-time., • Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses., • Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships., • Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement., • Education: A bachelor’s degree is highly preferred.Why work for #teamloanDepot:, • Industry leader when it comes to training individuals effectively to join the mortgage industry., • Company provided leads, so you don’t have to source your own referrals or purchase leads with your own wallet., • Competitive compensation plan including hourly paid training., • Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loanDepotlivewell.com)., • Best in class leadership team to support you during the transition.Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $16.90/hour during training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer—there would be a new compensation structure shared at that time. About loanDepot:loanDepot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loanDepot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loanDepot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loanDepot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Company DescriptionloanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit. The company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers. Headquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457loanDepot, America's lender, matches borrowers through technology and high-touch customer care with the credit they need to fuel their lives. As a fast-growing national consumer lender, the loanDepot platform is disrupting finance by dissolving the lines between mortgage and nonmortgage credit.\r\n\r\nThe company has funded over $100 billion in loans since inception, and is passionate about emerging financial technology and dynamic product delivery supported by excellent customer service to empower consumers.\r\n\r\nHeadquartered in Southern California, loanDepot employs 5,400+ lending professionals across the country including 1,700+ licensed loan officers who hold 10,000+ licenses. The company operates 180+ local loan locations nationwide. NMLS # 174457

PadSplit is hiring a Controller to own the full accounting function at a pivotal moment in our growth. This is not a steady-state maintenance role. You’ll be formalizing systems, designing controls, managing a complex compliance calendar, and serving as the internal expert on everything from revenue recognition to treasury and audit. Reporting to the CFO, you’ll work closely with operators, legal, and external partners to ensure financial rigor while helping the business scale responsibly. This is a highly visible role with significant ownership and the opportunity to build processes, improve controls, and strengthen the financial foundation of a fast-growing, mission-driven company. If you thrive on owning things end-to-end, care deeply about getting the numbers right, and enjoy balancing strategic thinking with operational execution, this role is for you. We’re looking for a highly analytical, detail-oriented accounting leader who thrives in environments where systems are still being built and processes are continuously improving. You enjoy rolling up your sleeves, solving complex problems, and creating structure in fast-moving environments. You are someone who takes pride in accuracy, asks thoughtful questions, and naturally looks for risk, inefficiencies, and opportunities to improve. You’re equally comfortable diving into the details of reconciliations and controls as you are partnering cross-functionally to support business decisions. • Accounting Operations: Own the accounting function, including accounts payable processes, vendor onboarding and diligence, prepaid expenses, vendor advances, corporate card programs, reconciliations, and revenue recognition in compliance with US GAAP., • Internal Controls: Build and maintain PadSplit’s internal control environment, including manager-level reviews of payroll, journal entries, balance sheet reconciliations, and systems access governance. Manage SaaS license oversight to reduce redundancy and improve cost efficiency., • Tax & Workforce Compliance: Coordinate income tax compliance with external partners and own year-end reporting processes, including Employee W-2s, Contractor 1099s, and Host 1099s across PadSplit’s marketplace., • Treasury & Funding Compliance: Manage treasury operations, including Positive Pay, cash management, covenant tracking, and compliance reporting for financing arrangements., • Audit & Regulatory Compliance: Serve as the internal lead for the annual financial audit, workers’ compensation audit, SAFE/convertible note and 409A valuations, and annual investor confirmations., • Cross-Functional Partnership: Collaborate closely with Finance, Legal, Operations, and external partners to improve systems, strengthen controls, and support responsible business growth., • Accounting Expertise: 7+ years of progressive accounting experience with a strong foundation in audit—either as an auditor or as the internal owner of the audit process. CPA required., • Technical Knowledge: Deep expertise in US GAAP, including hands-on experience with revenue recognition, financial statement preparation, and accounting controls., • Analytical Rigor: Strong attention to detail, sound judgment, and a natural instinct for identifying risk, discrepancies, and opportunities for improvement., • Ownership Mentality: Ability to independently own complex accounting processes end-to-end while balancing competing priorities., • Collaboration & Communication: Comfortable partnering cross-functionally and communicating clearly with both internal stakeholders and external partners., • Bonus Experience (Unicorn Signals): Experience writing basic SQL queries, leading large-scale 1099 programs, serving as the primary owner of an annual financial audit, or working in real estate, startups, and/or insurance environments., • Your application will be reviewed for possible next steps by the Hiring Manager., • If you meet eligibility requirements, the next step would be a phone screen with a member of the PeopleOps team for about thirty (30) minutes., • If warranted, the next steps would be a video interview with our Chief Financial Officer for forty-five (45) minutes., • If warranted, the net step would be a video panel interview with key stakeholders at PadSplit for one (1) hour. The panel interview will require a candidate to work on a content assessment where you will showcase your relative skills to the panel for discussion., • If warranted, the final step would be an in-person meet-up with the Chief Financial Officer in the Houston area., • If warranted, then we move to offer! $105,000 - $120,000 a yearCompensation is based on the role's scope, national market benchmarks, the person's expertise and experience, and the impact of their contributions to our business goals. In addition to base salary, there is a company wide bonus based on the successful achievement of growth targets.Notice to Applicants: PadSplit participates in E-Verify. All new employees are required to complete an I-9 form and be authorized to work in the United States. Employment is contingent upon successful completion of the E-Verify process. PadSplit is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

ABOUT SEQUOIA CLIMATE FOUNDATION Sequoia Climate Foundation is a climate philanthropy that believes in a world powered by clean energy, where all people are protected by policies that have averted the worst effects of climate change. We support bold strategies and efforts that will have both near-term impact and the greatest probability of long-term success. We believe that solving climate change requires the adoption of ambitious, evidence-based policy solutions that transform markets, advance clean technology, and lead to large‐scale change. JOB SUMMARY The Program Officer supports one or more Sequoia Program Directors and Managers to develop and execute strategies aligned with the organizational mission and vision. This includes compiling the research and evidence necessary to assess their potential impact and chances for success, identifying the organizations best positioned to execute them, and actively engaging with grantees to ensure alignment with the mission and robust execution. The Program Officer role will partner with Program Leaders on key initiatives to make a global impact. The Program Officer will work with peer networks, government officials, thought leaders, and key stakeholders to assess emerging needs, gaps, and opportunities in the field. In addition, 50% of the Program Officer’s capacity is dedicated to providing flexible support across program teams, offering additional coverage and assistance where needed to ensure continuity and impact. ESSENTIAL JOB FUNCTIONS & KEY OUTCOMES Climate Finance - 50% • Support Sequoia’s efforts to determine strategic priorities and set operational plans by conducting research and analysis on specific programs and climate sector trends., • Monitor developments in the field to identify emerging needs, gaps, and opportunities for philanthropic interventions to drive ambitious climate action., • Engage peer networks, funders, government officials, and other stakeholders to help develop strategies and assess organizations best positioned to execute those strategies., • Present the global and regional strategic analysis results verbally and in writing through memos, background papers, presentations, graphs, and charts both internally and externally., • Support Program Leaders with all aspects of strategy execution and grantmaking, including initial screening of potential grantees, analyzing background information, developing funding proposals, and preparing grant recommendations., • Work towards serving as the point of contact for select grantees to learn from and steward the relationship, conduct site visits as needed, and monitor the impact of grants., • Support the forecasting of grant payments and serve as a compliance checkpoint to ensure grantmaking stays within yearly budgets., • Own project management of grants database, budget spreadsheets, and grant calendars, and grant processes for the team., • Assists with program and goals development, tracking, and keeping the leadership team apprised of the most critical internal deadlines and external areas of interest that impact Sequoia’s programs., • Assist team with planning and coordinating meetings, travel, workshops, and convenings; make logistical arrangements as needed; manage consultant contracts., • Handle simultaneous deadlines and complete assignments., • Performs other duties as required. Flexible Support - 50% • Provide flexible support across program teams, including coverage for staffing gaps, strategic projects or emerging priorities. EDUCATION, EXPERIENCE & CREDENTIALS • Bachelor’s degree required. Advanced degree preferred., • A minimum of five years of professional experience working in a relevant role, ideally in or related to climate change, the financial sector (public or private), government or a related field, for example, in the private sector or at a non-profit or philanthropic organization., • Understanding of global climate organization eco-system preferred., • Ability to work flexibly across timezones, especially with London-based team members., • Strong quantitative skills preferred. COMPETENCIES • Development: Enhancing skills, knowledge, and capabilities., • Collaboration: Works cooperatively and effectively with others (internally and externally), sharing information and building relationships to achieve goals. Prioritizing creating and maintaining a trustworthy, transparent, and psychologically safe environment., • Innovation: Embracing ambitious goals to foster a culture that supports bold ideas, continuous improvement, and visionary practices., • Adaptability: Remaining flexible and effective in response to changing circumstances, priorities, or environments. Willingness to be nimble as we navigate complexity., • Conflict Management: Actively addressing and resolving conflicts in a constructive manner to make decisions that are thoughtful and inclusive, consider the input of relevant stakeholders and align with the Sequoia’s goals and values., • Risk Management: Systematically identifies, assesses, and addresses potential risks to minimize their impact., • Productivity: Maximizing efficiency and effectiveness to achieve optimal performance and output.

Job Description Job Summary The Portfolio Banker partners with Relationship Managers and the Regional Relationship Manager to evaluate the financial condition and credit needs of prospective and existing Commercial Real Estate (CRE) borrowers. This role is responsible for analyzing CRE financial statements, credit information, and supporting due diligence to assess the risk and return of financing opportunities. The position requires experience in investor real estate underwriting and asset management, including preparation of credit memoranda and annual loan reviews. The Portfolio Banker supports the underwriting and structuring of complex loan products—such as bridge and construction loans—through analysis of rent rolls, borrower and property financials, cash flows, and valuations. This role collaborates closely with clients, Relationship Managers, Credit Administration, and senior leadership to support credit approval and risk decisions. Post-closing responsibilities include monitoring financial reporting, covenant compliance, loan performance, and relevant market and property trends. The Portfolio Banker typically serves as a secondary point of contact for assigned relationships and is expected to deliver a high level of service to support strong client relationships. Key Responsibilities • Analyze property financial statements and rent rolls, borrower and guarantor personal and business financial statements, and other relevant information to assess creditworthiness and risk., • Spread financial statements and federal income tax returns for properties, businesses, borrowers, and guarantors using CASH Insight (or comparable systems)., • Monitor performance of the CRE loan portfolio by evaluating property cash flow, covenant compliance, and the financial condition of borrowers and guarantors., • Analyze borrower and guarantor liquidity, profitability, and credit history, benchmark business performance against comparable industries and geographic markets., • Prepare and present credit memoranda to senior management or credit committees in support of new, renewal, and extension loan decisions., • Monitor credit risk through periodic review of financial trends, credit bureau reports, payment history, and other relevant risk indicators., • Ensure compliance with Bank policy, regulatory requirements, and loan agreement terms by maintaining complete and current credit files and tracking required financial reporting and covenant compliance., • Collaborate directly with clients to support relationship retention, new business opportunities, and the Bank’s reputation as a trusted CRE partner. Compliance Responsibilities Complies with all applicable state and federal banking laws, regulations, and internal policies related but not limited to lending, operations, and deposit requirements, including Bank Secrecy Act (BSA), Anti-Money Laundering (AML) requirements, Office of Foreign Assets Control (OFAC) regulations, Customer Identification Program (CIP) requirements, Financial Elder Abuse reporting laws, Sexual Harassment prevention policies, information security and privacy requirements. Required Knowledge • Regulation E (Electronic Fund Transfers – EFT), • Bank Secrecy Act (BSA) / Anti-Money Laundering (AML), • FDIC deposit insurance requirements, • Privacy and data protection laws, • Regulation BB (Community Reinvestment Act – CRA), • Regulation B (Equal Credit Opportunity Act – ECOA), • Regulation X (Real Estate Settlement Procedures Act – RESPA), • Regulation Z (Truth in Lending Act – TILA), • Fair Credit Reporting Act (FCRA), • Uniform Commercial Code (UCC) Banking Products & Services • Deposit products and account services., • Loan products, including commercial and real estate lending., • Loan documentation and servicing requirements., • Investment products, • Trust services, • General bank operations Knowledge, Skills and Abilities • Sound judgment and market awareness., • Strong time-management and organizational skills, with the ability to prioritize and manage multiple tasks., • Proficiency in Microsoft Office, particularly Excel and Word., • Clear and effective written and verbal communication skills in English., • Strong analytical and mathematical skills., • High level of attention to detail and accuracy., • Effective telephone and interpersonal communication skills., • Strong customer service orientation., • Demonstrated critical thinking and problem-solving abilities., • Ability to work independently as well as collaboratively., • Ability to multitask and adapt in a fast-paced environment., • Willingness and ability to actively listen and learn., • Ability to communicate persuasively when discussing products or services., • Ability to communicate respectfully and professionally with supervisors and colleagues., • Demonstrated ability and willingness to collaborate in a team-oriented environment and contribute to shared goals. Equipment Operated • Operates standard electronic computers and customary office equipment required to perform essential job functions., • Use of equipment is required, with or without reasonable accommodation, in accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA). Physical Requirements & Work Environment The physical demands and work environment characteristics described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Nothing in this description is intended to limit the availability of reasonable accommodation under applicable law. • Ability to perform repetitive movements associated with office and computer-based work., • Ability to sit and or stand for extended periods of time to perform essential job functions., • Ability to lift, carry, or move objects weighing up to 25 pounds, with or without reasonable accommodation., • Ability to use hands and fingers to manage, manipulate, or feel objects and operate standard office equipment., • Work is primarily performed in an office environment with a controlled temperature and standard office conditions. Education and Experience • Bachelor’s degree required; degree in Business, Accounting, Finance, or a related discipline preferred., • Minimum 5–10 years of experience in a related field, with a strong emphasis on Commercial Real Estate underwriting and asset management, customer service, and credit portfolio management. Minimum Absence Requirement Some positions within the Bank have been designated as sensitive positions due to access to critical systems, records, or processes. In accordance with Bank policy and sound internal-control practices, employees in sensitive positions are required to complete a mandatory consecutive absence from essential duties each calendar year to support segregation of duties and independent review. The required absence will be scheduled in coordination with management to ensure continuity of operations. Administration of absence, including paid or unpaid status, will comply with all applicable federal, state, and local wage and hour and leave laws, including California requirements. Required Minimum Absence for This Position: Two (2) Consecutive Weeks Officer Title Eligibility For qualified positions, the Bank may designate an Officer Title based on the role’s job level, scope of responsibility, and alignment with established competency frameworks. Eligibility for an Officer Title designation is contingent upon the employee meeting defined competency, performance, and experience requirements and is governed by applicable Bank policies, governance standards, and required approval processes. This position is eligible for the following Officer Title(s): Assistant Vice President, Vice President Compensation The listed range represents the full compensation range for this position. Placement within the range will be determined based on factors including skills, relevant experience, job-related qualifications, geographic location, and internal equity, in accordance with Bank compensation policies. Exempt Salary Range: $102,440 – $174,200 per year Disclaimer This job description is intended to describe the general nature and level of work being performed and is not intended to be an exhaustive list of all duties, responsibilities, or qualifications. Employees may be required to perform other duties as assigned, consistent with business needs and applicable law. Farmers and Merchants Bank of Long Beach reserve the right to modify, amend, or discontinue job duties or requirements at any time. Nothing in this job description creates a contract of employment, either express or implied, or alters the at-will nature of employment.

At _, we build and use automation every day to make work more efficient, creative, and human. So if you’re using AI tools while applying here - that’s great! We just ask that you use them responsibly and transparently. Check out our guidance on _, including how to use AI tools like ChatGPT, Claude, Gemini, or others during our hiring process - and when not to. Job Posted: 03/27/2026 Location: Americas Hi there! We're looking for a Sr. Strategic Finance Manager - Self Serve and New Products to play a pivotal role in shaping the future of Zapier's self-serve and new products businesses. This is a unique opportunity to drive top-line forecasting, planning, and analysis for one of the most important parts of our business. You’ll report to the Head of Strategic Finance and partner closely with product, marketing, and finance leadership. You’ll own revenue models, build analytical infrastructure, and drive insights that give you exposure to the executive team. If you're looking for a high-impact role with broad exposure across the business, this is it. _ _ _ _ _ You have 6-8+ years of experience in FP&A, strategic finance, or a related analytical role, ideally at a product-led or self-serve SaaS company. You deeply understand the dynamics of a self-serve business: churn, contraction, expansion, net new revenue, and the full funnel from visitor to signup to paid conversion to upgrade. You're proficient in SQL and comfortable pulling and manipulating data yourself rather than waiting on a BI team or data analyst to get you what you need. SQL is a requirement for this role. You've operated effectively in environments where ownership is distributed. You know how to build relationships and drive alignment across product, marketing, engineering, and finance. You're comfortable with ambiguity and energized by building something from scratch, new processes, new analyses, new ways of looking at the business. You're a strong communicator who can translate complex analysis into clear recommendations for both finance leadership and cross-functional business partners. You have good judgment and a bias toward surfacing issues and opportunities proactively, not waiting to be asked. Serve as the dedicated finance partner for Zapier's self-serve business, working across the Chief Product Officer, SVP of Marketing, and CFO to bring a unified financial perspective to a business that spans multiple functions. Build and own the forecasting, reporting, and analytical infrastructure for self-serve, this is largely net-new work, so you'll be defining what good looks like. Analyze the self-serve funnel end-to-end: from top-of-funnel acquisition through activation, conversion, expansion, and retention. Identify where the business is leaking value and where the biggest opportunities are. Own self-serve unit economics and provide perspective on key levers, pricing, packaging, churn reduction, and growth investments. Use SQL and other tools to self-serve data and build analyses that drive decisions, rather than relying on pre-built reports. Proactively surface trends, risks, and opportunities to senior leadership. Don't wait for someone to ask the question, be the person who sees the issue first. Partner with product and engineering teams to understand how product changes impact financial outcomes, and bring a financial lens to product investment decisions. At Zapier, we believe that diverse perspectives and experiences make us better, which is why we have a non-standard application process designed to promote inclusion and equity. We're looking for the best fit for each of our roles, regardless of the type of companies in your background, so we encourage you to apply even if your skills and experiences don’t exactly match the job description. All we ask is that you answer a few in-depth questions in our application that would typically be asked at the start of an interview process. This helps speed things up by letting us get to know you and your skillset a bit better right out of the gate. Please be sure to answer each question; the resume and CV fields are optional. Education is not a requirement for our roles; however, if you receive an offer, you will need to include your most recent educational experience as part of our background check process. After you apply, you are going to hear back from us—even if we don’t see an immediate fit with our team. In fact, throughout the process, we strive to never go more than seven days without letting you know the status of your application. We know we’ll make mistakes from time to time, so if you ever have questions about where you stand or about the process, just ask your recruiter! Zapier is an equal-opportunity employer and we're excited to work with talented and empathetic people of all identities. Zapier does not discriminate based on someone's identity in any aspect of hiring or employment as required by law and in line with our commitment to Diversity, Inclusion, Belonging and Equity. Our _ provides a beacon for the kind of company we strive to be, and we celebrate our differences because those differences are what allow us to make a product that serves a global user base. Zapier will consider all qualified applicants, including those with criminal histories, consistent with applicable laws. Zapier prioritizes the security of our customers' information and is dedicated to adhering to all applicable data privacy laws. You can _. Zapier is committed to inclusion. As part of this commitment, Zapier welcomes applications from individuals with disabilities and will work to provide reasonable accommodations. If reasonable accommodations are needed to participate in the job application or interview process, please contact _. The anticipated application window is 30 days from the date job is posted, unless the number of applicants requires it to close sooner or later, or if the position is filled. Even though we’re an all-remote company, we still need to be thoughtful about where we have Zapiens working. Check out_ for a list of countries where we currently cannot have Zapiens permanently working.

At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us • Medical, Dental & Vision Insurance, • Health Savings Account (HSA), • Free Telemedicine access via Teladoc Financial Wellness & Wealth Building • 401(k) with 6% Employer Match — No Vesting Period., • Employee Stock Options, • Exclusive Employee Banking Perks, • 0% Financing for Employee Solar Loans, • Employee Only Mortgage Product with exclusive interest rates and terms., • 0% Financing for Eligible Electric Vehicles (EVs), • Referral Incentives Generous Paid Time Off • 2–4 Weeks of Vacation based on officer level plus additional tenure-based time., • 64 Hours of Paid Sick Time for all full-time employees. Protection & Peace of Mind • Company-Paid Life Insurance, • Short- & Long-Term Disability Insurance, • Voluntary Life, Accident & Critical Illness Coverage, • Employee Assistance Program (EAP) with free counseling, legal, and financial services. Now Hiring: Customer Service Representative We’re seeking a Customer Service Representative to join our Customer Service team. You’ll be one of our front faces of the Bank and the first line of defense for callers and incoming email requests from customers. Handling all incoming calls to the main phone line with resourcefulness, urgency and most importantly exceptional customer service will provide meaningful support to our branches and will serve as an extension of our in-branch services. You’ll be empowered to promote Climate First Bank’s full suite of products and services, while ensuring compliance, accuracy, and a customer-first mindset in every interaction. What You’ll Contribute: You ARE Climate First Bank • Embody our mission and business principles and keep your customers coming back for more., • Expertly answer customer questions, liaising with other teams/departments, if necessary, while owning the external communication to the customer., • Leverage your exceptional knowledge of our products and services to consult callers, make product recommendations or refer them to the appropriate resources within the Bank. Exceptional Service • Efficiently and expertly answer all incoming phone calls through our main phone number., • Handle account maintenance requests, answer product or rate questions and resolve simple troubleshooting requests., • Make all callers feel welcome and well taken care of with your professional, customer-obsessed and efficient demeanor., • Keep call times to a minimum while providing incredible service to our customers by utilizing your outstanding efficiency and deep knowledge of the Bank, our services and organizational structure., • Monitor the main info email inbox and respond to all inquiries timely and professionally., • Prevent call backlogs at all costs; avoid calls going to voicemails and return all voicemails before end of day. Champion Our Mission, Protect What Matters • Embody a commitment to social, economic, environmental, and racial justice., • Apply curiosity and interest in our core values and pursue education related to sustainability practices., • Be willing to pursue and demonstrate an understanding of established Bank policies, procedures, and regulations., • Recognize the importance of protecting the organization and our customers., • Question suspicious activity and stay in close collaboration with our Compliance department to ensure proper investigation and processing of potentially fraudulent activity., • Stay informed on legal context and regulatory requirements and prioritize completing all web-based compliance and IT training. What makes a stand-out candidate: Experience & Education • Prior experience in customer service or sales. Banking experience preferred. Retail or sales environment acceptable., • Strong sales instincts and knowledge of consultative sales techniques. Service Obsession - You’re a natural at making people feel heard, valued, and supported. You thrive on delivering exceptional service. Our customers are your top priority, and you take pride in the white glove support you provide for them. Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are a customer-centric thinker with a strong focus on providing white-glove service and providing resourceful solutions. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance. Organization & Efficiency- You manage your time like a pro, stay focused under pressure, and keep your workflow humming. You love putting your head down and getting into the groove but also appreciate changing routines. You’re a master note-taker and checklist fanatic and consider “dropped balls” a four-letter word. Master Communicator- Whether it’s in-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with customers. Additionally, you masterfully build relationships and develop business with strong influencing and decision-making skills. Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You relentlessly seek and expand your understanding of our products and services and never miss an opportunity to speak eloquently about the Bank. Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation and leverage technology to create efficiencies. Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. The Work Environment: • Remote role within the United States; Eastern Standard Hours., • Occasional U.S. travel for company events., • Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance., • Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs. Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9

Who You Are: You're an experienced QA professional with deep knowledge of the mortgage industry, particularly in loan origination. You know the ins and outs of platforms like LOS, pricing engines, or lock desk systems, and you’re confident in manually testing complex, business-critical workflows. You thrive in fast-paced environments and are eager to work alongside a team that values collaboration, precision, and continuous improvement. Your attention to detail ensures the delivery of high-quality, reliable software that supports the mortgage ecosystem. If this sounds like you, we’d love to connect. • Own the quality assurance process for mortgage-focused features, with a strong emphasis on manual testing of Loan Origination Systems (LOS) and related platforms., • Translate business requirements into clear and detailed test plans and test cases., • Collaborate closely with product managers, engineers, and stakeholders to understand workflows across loan origination, pricing, and lock desk operations., • Execute manual test cases and document outcomes thoroughly., • Identify, log, and track bugs to resolution using approved tools and processes., • Participate in Agile ceremonies including daily standups, sprint planning, and requirements walkthroughs., • Act as a champion for quality across the development lifecycle, especially where mortgage specific logic is involved., • 5+ years of experience testing web-based or SaaS applications, with a focus on manual testing., • Direct experience with mortgage platforms such as Loan Origination Systems (LOS), pricing engines, or lock desk tools., • Strong knowledge of mortgage workflows and business logic., • Ability to design, document, and execute detailed test cases aligned to industry-specific requirements., • Excellent communication and problem-solving skills., • Experience working in Agile product teams., • Experience at a SaaS fintech startup., • Exposure to or interest in contributing to test automation initiatives., • Bachelor's degree in Finance, Math, Economics, Computer Science, or a related field., • High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer., • Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo., • Individual Impact & Growth: Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible and everyone’s voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills., • Hybrid Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco (remote available for this role, hybrid strongly preferred), driving forward-thinking solutions and fostering teamwork., • Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions., • Comprehensive Health Coverage: Enjoy 100% company paid medical, vision, dental, disability, and life insurance, granting peace of mind., • Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy, because we trust you to balance work and life., • Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco., • Round 1- 30 minute 1:1 with a Polly Talent Team Member, • Round 2- 30 minute 1:1 with Polly’s Director, QA, • Round 3- 1 hour live 2:1 Assessment with Polly Sr. QAEs, • Round 4- 45 minute 2:1 with Polly Sr. SDETs, • Round 5- 45 minute 2:1 with a Polly Software Engineer + Product Manager, • Round 6- 30 minute 1:1 with Polly’s CTOLet's get to know each other. has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable and first-of-its-kind _ platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth. To learn more, or visit . Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at _. We care deeply about this network and your experience.

SUMMARY OF RESPONSIBILITIES The Client Manager is responsible for managing the revenue cycle processes for physician practices and ambulatory surgical centers. The Client Manager will analyze the financial health on a monthly basis to identify reimbursement trends, patterns of denials, and develop an intimate understanding of the factors that are contributing to the financial performance. ESSENTIAL FUNCTIONS • The Client Manager is responsible for the coordination of the Revenue Cycle Department, which includes billing and collection activities., • Responsible for overseeing eligibility, pre-authorization, time of service collections of co-pays and deductibles, coding of services, and reporting., • Reviews, revises, and/or implements policies and procedures within the department to ensure that best practices are followed in both the billing and collections functions, while remaining in compliance with federal/state laws, rules, and regulations as well as third party contracts., • Oversight of charge entry, claim submission, payment posting, denials management, bad debt and collections, appeals processing, credit balance resolution, and accounts receivable management. This includes being responsible for monitoring the productivity of all staff members- in person and those who work remotely., • Generates billing and collections data that supports finance and business operations and produces pricing and coding feedback that will optimize reimbursement., • Provides strategic guidance and analysis of the revenue cycle service line., • Reviews, designs, and implements processes surrounding third party payer relationships, collections, and other financial analyses to ensure clinical revenue cycle is effective and properly utilized., • Ensures all billing and collection practices are appropriate and align with payer policies and guidelines., • Identifies payer trends and reimbursement issues that can negatively impact the revenue cycle., • Utilizes data analysis, report writing and electronic data retrieval skills to extract, compile and present clear and concise information., • Maintains an understanding of coding rules and guidelines; utilizes coding and claims processing knowledge and resources to identify possible risks and revenue opportunities related to coding., • Collaborates with the Company’s external CPAs and Chief Legal Officer to ensure compliance with regulatory requirements., • Identify and correct workflow issues to help optimize revenue., • Works with Director of Practice Management and ASC Administrator regarding any front desk or clinical workflow issues that may impede revenue cycle., • Works with collection vendors on accounts that are deemed delinquent., • Monitors A/R to include oversight of days in A/R, gross billings, gross collections, net revenue, percent of collections to net revenue, monitoring and management of denial rates and denial categories related to activity., • Develop metrics and benchmarks for billing and accounts receivable., • Oversees and directs the creation and continual improvement of departmental procedures and best practice tools for billing, reimbursement, and collections., • Responsible for departmental specific training of employees; planning, assigning, and directing work; appraising performance; disciplining employees; addressing complaints and resolving problems., • Adheres to professional standards, company policies and procedures, and federal, state, and local laws and regulations., • Works to reduce charge holding, rejections, missing information, and denials reports., • Prepares billing reports summarizing billings, adjustments, and revenues received., • Evaluates clients billing needs., • Responsible for creating and educating clients on best practice workflow., • Responsible for data base setup content in the software to ensure best billing practices workflow., • Responsible for coordinating all practice billing activities with physician practice and RCM billing teams., • Works closely with the Implementation Team assigned to ensure proper system build and billing set up., • Responsible for processing clearing house enrollment and assisting the physician practice to set up EFTs as desired., • Ensures that the client’s system is set up correctly and trains staff on PrognoCIS software based on their workflow using billing best practices., • Responsible for daily tracking of operational elements of physician practice to include encounters (open/closed), timely claims processing, accurate payment posting, monitoring of un-posted payments, billing questions, clearinghouse reports, weekly go-live follow up., • Establishes and maintains working relationships with physician practice., • Makes workflow recommendations to both customer and internal RCM team to improve back-office operation., • Responsible for denial management process and reporting for assigned practices., • Responsible for accounts receivable process and reporting for assigned practices., • Creates Month End Reporting and submission to provider practices., • Responsible for researching, documenting, and training billing teams on specific insurance, coding, and documentation requirements., • Responsible for researching and sharing billing information pertinent to States and Insurances. Requirements CORE COMPETENCIES • Excellent oral, written, interpersonal, communication and presentation skills., • Ability to communicate effectively in a variety of settings and with a wide variety of people and different organization levels., • Highly organized with the desire and ability to effectively track projects from start to finish., • Must be able to manage multiple projects simultaneously., • Ability to work in a team environment as well as independently and with little to no supervision., • Demonstrate consistent reliability, integrity, and dependability., • Setting and achieving high goals and standards of performance., • Strong eye for detail, accurately inputting data., • Knowledge of Medicare, Medicaid, commercial paper and electronic claims processing., • Knowledge of ICD, CPT, HCPC coding, ability to read EOBs, familiarity with HIPAA rules. REQUIRED EDUCATION, EXPERIENCE, AND/OR CERTIFICATIONS • Minimum 3-5 years medical billing experience., • Certified Professional Coder., • Family Practice experience required., • Pain Management Experience is a plus., • ASC billing is a plus., • Experience in eligibility verification, ERA, familiarity with HIPAA rules., • Knowledge of billing workflow., • Ability to work in a fast-paced work environment., • Sound analytical and problem – solving skills., • Ability to make decisions and work independently., • Basic computer skills and familiarity with Microsoft Office Tools.

ngrok is an all-in-one cloud networking platform that secures, transforms, and routes traffic to services running anywhere. Instead of cobbling together nginx, NLBs, VPNs, model routers, and oodles other tools, developers solve every networking problem with one gateway. Doesn’t matter if they’re sharing localhost or running AI workloads in production. We're trusted by more than 9 million developers at companies like GitHub, Okta, HashiCorp, and Twilio. What started as a way to put your local app on a public URL has grown into a universal gateway for API delivery, AI inference, device fleets, and site-to-site connectivity. It’s the same ngrok that millions of developers have loved and leaned on every day for years, now with the power to run production traffic at scale. A few things you should know: • Our mascot is a rock, • We are obsessed with our pets, Viper sunglasses and Bufo (yes, the toad), • We have a designated Chief Emoji Officer - they are vital to our success!, • We like software that’s serious and culture that’s not Most people skim to 'requirements' and bounce. You're actually reading this. That's the kind of thoroughness we respect, or you're just procrastinating. Either way, same same and you should keep reading. Our Customer Data team builds the systems that ensure customers see fair, clear billing and reliable consumption data. We handle billing, metering, limits, and usage tracking—the systems that make sure every byte is counted correctly and every invoice is accurate. Our systems must be correct, explainable, and defensible under real-world conditions: traffic spikes, partial failures, customers changing behavior mid-stream, and someone always asks: "Why does my bill look like this?" When things work, nobody notices. When they don't, suddenly everyone has opinions about distributed data systems. Is the bug due to caching? You'll be the one who actually knows. • Build the billing backbone: You'll maintain and evolve our billing and metering infrastructure—Stripe Orb integrations, usage aggregation systems, and everything that turns traffic into invoices. Accurate invoices. The kind customers don't dispute., • Track everything that matters: You'll build event tracking pipelines for traffic events, session logging, and usage patterns. You'll develop traffic inspection systems for compliance and analytics. Every request counted, every session tracked, no "lost" data explaining why the numbers don't match., • Own customer-visible usage and billing insights. Build and evolve the systems that turn raw product usage into clear, accurate, and trusted views of what customers are using and why they’re charged—eliminating billing confusion before it happens., • Handle the infrastructure details: You'll manage IP metadata services and the systems that connect traffic patterns to customer accounts. You'll ensure billing reliability—accurate invoices, automated refund processing, and reconciliation that actually reconciles., • Ship systems people trust: You'll work closely with product, platform, finance, and support. Finance will have questions. They always do. You'll make their day by actually having the data they need., • You’ve built backend or data-heavy systems that were held to high standards of correctness, • You’re comfortable in a statically typed, compiled language such as Go, Rust, C++, or Java (with bonus points for Go), • You’ve worked with event streams, usage data, or high-volume pipelines, • You enjoy thinking about data models, invariants, and failure modes, • You care about developer experience, including for people consuming your data, • You're the person people ping when the numbers don't add up and nobody else can explain why Extra credit if you’ve worked on: • Metering, billing, or pricing systems (but not limited to them), • Event-driven or streaming architectures, • Customer-facing analytics or usage reporting, • Systems where small discrepancies become large conversations ngrok runs entirely on AWS. Engineers develop by using remote development tools and/or ssh to connect to remote EC2 environments that run a full Kubernetes cluster of the ngrok stack, closely mirroring production. The codebase is primarily Go and TypeScript. We use Postgres for persistence, Kafka for streaming, Protobuf for service boundaries, and Kubernetes, Terraform, Helm, and Buildkite to operate and ship reliably. React is used for user interfaces, and GitHub supports our development workflows and remembers everything. This is a remote position for candidates outside of the Bay Area and a hybrid role for candidates within commuting distance to San Francisco. Our Bay Area employees commute to the office on Tuesdays and Wednesdays. All candidates must be US-based, and legally authorized to work in the United States. At this time, ngrok is unable to provide visa sponsorship for this position. Applicants must be authorized to work in the United States on a permanent, ongoing basis without the need for current or future sponsorship. Senior Software Engineer • Tier 1 (SF, LA, Seattle, NYC): $180,000 – $225,000, • Tier 2 (rest of US): $165,600 – $207,000 Software Engineer III • Tier 1 (SF, LA, Seattle, NYC): $160,000 – $200,000, • Tier 2 (rest of US): $147,200 – $184,000 Job level and actual compensation will be evaluated based on factors including, but not limited to, qualifications objectively assessed during the interview process (including skills and prior relevant experience, potential impact, and scope of role), internal equity with other team members, market data, and specific work location. We provide an attractive mix of salary and equity. #LI-Remote Compensation for this role depends on level, but we provide a competitive mix of salary and equity. We provide a 401(k) with a 100% match up to 3% of your salary and a 50% match up to another 2%. We provide healthcare, dental, and vision with premiums fully covered on the base plan for employees. Half of premiums are covered for dependents. We offer unlimited PTO and a culture in which the overwhelming majority of employees take more than four weeks. Your manager is also on the hook for encouraging you to do the same.

Based in Austin, Texas, TrueDialog is a Communications Platform-as-a-Service (CPaaS) company that offers an enterprise-grade SMS messaging platform designed for businesses of all sizes. Our award-winning platform is transforming how organizations connect with customers through text messaging - today's most engaging and responsive channel - with powerful capabilities and simplified implementation. Through superior features, industry-leading security, and direct carrier connections, the platform deliver enterprise-grade reliability while reducing messaging costs by up to 75%. TrueDialog is trusted by thousands of brands, including Coca-Cola, Hilton, Kansas City Chiefs, Northern Tool, SubjectWell, and Tulane University. We are seeking a Sr. Product Manager to augment the customer and market needs and contribute to the vision, strategy, development and execution of our SMS, MMS, Voice and RCS communications platform. This role will report directly to the Chief Technology Officer (CTO) and will also work closely with the CEO, and other members of the leadership team as needed. The ideal candidate will be instrumental in collaborating with the CTO to help shape the product roadmap and run product operations, ensuring product excellence, and delivering innovative solutions that meet the evolving needs of enterprise customers and partners, and keep TrueDialog at the forefront of innovation. The ideal candidate will act as the crucial bridge between product development, sales, and marketing. He/she will have a strong understanding of the technology and work closely with the product owners, to effectively translate timelines and product details to marketing and sales, and also translate market and customer needs into requirements for the product owners. Key Responsibilities • Product Operations Leadership, • Collaborates with the leadership team to capture product vision and strategy and produce company-wide associated work products, • Work with the CTO and Product Owners to manage the product roadmap, aligned with company goals and market trends., • Identify opportunities for innovation in messaging workflows, integrations, and compliance-driven features., • Partner with the CTO to align product initiatives with technical architecture and scalability plans., • Work with leadership to ensure all new feature requests are based on quantified business cases such as revenue improvement, retention improvement, or competitive parity., • Execution & Delivery, • Work closely with the tech team to deliver high-quality product releases., • Establish KPIs and success metrics to measure product adoption, customer satisfaction, and revenue impact, in coordination with customer success, marketing and finance., • Drive prioritization and resource allocation across competing initiatives., • Customer & Market Insight, • Engage with customers, partners, and industry stakeholders to gather insights and translate them into product requirements., • Monitor competitive landscape and regulatory changes (e.g., carrier rules, TCPA, potentially GDPR with future expansion) to ensure compliance and differentiation., • Leadership & Collaboration, • Work closely with product managers/owners and foster a culture of accountability, innovation, and operational excellence., • Serve as a product voice in executive discussions, providing clear updates and strategic recommendations., • Collaborate closely with engineering leadership to balance speed, scalability, and compliance., • Collaborate with a team of product owners, ensuring alignment across product lines and team efficiency, • Actively learn and understand each product owner’s area of expertise to foster collaboration and cross-domain innovation., • Build a unified product culture that values knowledge-sharing and collective accountability., • Marketing Partnership, • Work with the Marketing team to translate technical features into clear, non-technical product descriptions and highlight business value, for campaigns, collateral, and customer communications., • Ensure product positioning resonates with diverse audiences, from technical buyers to business decision-makers., • Documentation & Knowledge Management, • Develop and maintain comprehensive product documentation, including feature specifications, release notes, and compliance updates., • Identify areas requiring updates and ensure documentation remains accurate, accessible, and aligned with regulatory standards., • Proven experience (6+ years) in product management, ideally at communications, SaaS, or messaging platform start-up or earlier stage founder-led companies., • Strong understanding of SMS/MMS technologies, carrier ecosystems, APIs, and compliance frameworks. Knowledge of RCS a plus, • Demonstrated ability to translate technical concepts into successful business outcomes for diverse audiences., • Track record of leading cross-functional teams and delivering products at-scale., • Excellent communication, stakeholder management, and executive presentation skills. The ideal candidate can effectively translate highly technical concepts into valuable content for the marketing and sales teams., • Analytical mindset with experience in data-driven decision-making and customer-centric product design., • Adept at navigating complexity, rapid decision cycles and evolving priorities., • Proven ability to translate founder intent into executable product plans while balancing structure, delivery discipline, and business outcomes., • Proactive, independently goal-driven, high integrity, highly organized., • Negotiation skills, particularly in reconciling diverse perspectives in the organization., • Advanced experience with Jira & Confluence and other products in the Atlassian ecosystem. Preferred Qualifications • Experience with US and Canadian messaging regulations (e.g., TCPA, carrier compliance)., • Background in enterprise SaaS or B2B communications platforms., • Familiarity with cloud infrastructure (Azure, AWS) and API-first product design., • Prior experience with CRMs such as Salesforce, HubSpot, Microsoft Dynamics, • Master’s in Product Management (MPM) or advanced degree in technology, business, or related field., • Prior product leadership experience and certifications, • Dynamic Work Environment: Join a passionate team in a fast-growing company with a strong product foundation, proven financials, and ambitious growth plans. This is an opportunity to shape the future of enterprise SMS communications in a high-growth environment including direct collaboration with the CTO and executive leadership team., • Competitive Compensation: Attractive salary and benefits package in a remote company, including 70% of employee health benefits paid, 401k, strong PTO, and professional development opportunities., • Growth Opportunities: Be a key player in a market that is poised for exponential growth, and scale-up environment where your insights and leadership will directly impact the company’s future, • Innovative Culture: Work in a collaborative culture of innovation, compliance, excellence, and customer impact. This is a forward-thinking setting that values innovation, creativity, and data-driven decision-making with a strong team and proven Executive team

At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us • Medical, Dental & Vision Insurance, • Health Savings Account (HSA), • Free Telemedicine access via Teladoc Financial Wellness & Wealth Building • 401(k) with 6% Employer Match — No Vesting Period., • Employee Stock Options, • Exclusive Employee Banking Perks, • 0% Financing for Employee Solar Loans, • Employee Only Mortgage Product with exclusive interest rates and terms., • 0% Financing for Eligible Electric Vehicles (EVs), • Referral Incentives Generous Paid Time Off • 2–4 Weeks of Vacation based on officer level plus additional tenure-based time., • 64 Hours of Paid Sick Time for all full-time employees. Protection & Peace of Mind • Company-Paid Life Insurance, • Short- & Long-Term Disability Insurance, • Voluntary Life, Accident & Critical Illness Coverage, • Employee Assistance Program (EAP) with free counseling, legal, and financial services. Now Hiring: Partner Success Specialist We’re looking for a Partner Support Specialist who loves helping people solve problems and walking away knowing they made someone’s day easier. In this role, you’ll be the trusted, dependable voice our solar installer partners rely on—supporting them across the OneEthos loan platform and Bodhi customer experience software. You will onboard and train new partners, monitor partner health, and proactively step in to resolve issues before they escalate. Above all, you’ll create a warm, human-centered support experience that reflects our commitment to ethical, transparent solar financing. What You’ll Contribute: Partner Support & Relationship Management • Serve as the primary point of contact for solar installer partners, delivering empathetic, responsive support across OneEthos and Bodhi platforms, • Build trusted relationships through consistent, human-centered interactions, • Ensure partners feel heard, supported, and confident in every engagement Partner Onboarding & Training • Welcome and onboard new installer partners into the network, • Train sales representatives, owners, and admins on systems and operational processes, • Enable partners to confidently navigate tools and workflows from day one Operational Support & Issue Resolution • Assist partners with loan applications to ensure a seamless pipeline from submission to completion, • Take full ownership of partner issues and follow through to resolution, • Maintain clear communication and accountability throughout the support lifecycle Partner Health Monitoring & Proactive Support • Monitor partner engagement and performance signals to identify risks, • Proactively reach out to address concerns before escalation, • Support long-term partner success and retention through early intervention Continuous Improvement & Cross-Functional Collaboration • Develop deep knowledge of OneEthos and Bodhi products, • Share partner insights and feedback to inform product improvements and innovation, • Identify referral opportunities and collaborate across teams within the organization Champion Our Mission, Protect What Matters • Adopt a commitment to environmental, social, economic, and racial justice., • Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training., • Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations., • Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity. What makes a stand-out candidate: Experience & Core Skills • Strong customer support or partner-facing experience with a focus on relationship building, • Excellent verbal and written communication skills with active listening ability, • Proven problem-solving mindset with ownership of issues through resolution, • Ability to learn and adapt quickly to new technologies and platforms, • Familiarity with financial services, lending, or banking regulations is a plus Entrepreneurial Self-Starter You take initiative, work independently with minimal supervision, and thrive in a fast-paced startup environment with shifting priorities. Organization & Efficiency You manage time effectively, multitask with ease, and maintain strong attention to detail while handling competing priorities. Master Communicator You communicate with clarity, empathy, and professionalism, building trust and maintaining strong relationships at every level. Banking & Fintech Curiosity You bring (or are eager to build) knowledge of financial products, services, and regulations while supporting a mission-driven lending model. Tech-Forward Mindset You embrace new tools, adapt quickly to change, and leverage technology to improve processes and experiences. Team Player Mentality You collaborate effectively, bring positive energy, and contribute to shared goals while supporting colleagues and partners alike. The Work Environment: • Remote role within the United States; Eastern Standard Hours., • Occasional U.S. travel for company events or leadership sessions., • Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance., • Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs. We do not offer visa sponsorship and will not pursue candidates without valid work authorization. Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9

Description Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: • 2024 - American Banker - #1 Top Performing Publicly Traded Bank with under $2b in assets, • 2023 - American Banker - "Top 5" Community Bank in the Country #4, • 2023 - OTCQX - Best 50 Companies #3, • 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: • Company ownership through our Employee Stock Ownership Program (ESOP), • A friendly, close-Knit work culture that encourages growth, • Opportunities to Participate in Community Networking Events, • Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: • Teamwork – We collaborate, hold each other accountable, and win together., • Relationship – We are trustworthy, transparent, and respectful., • Authentic – We are humble, vulnerable, and we speak up., • Commitment – We are owners...Be hungry, responsive, and have a sense of urgency. About the Position: The Business Development Officer (BDO) is responsible for developing new deposit, loan and merchant business for the SoCal market. The BDO will assist the Manager of Business Development and Marketing on prospecting and closing/referring leads in that market. This position is responsible for attaining established individual, department and Bank goals through active participation in sales. The Business Development Officer will prospect for leads both directly and indirectly through referral sources, ascertaining prospect and market needs, constructing and presenting prospect and market solutions, in the form of a proposed deal structure, selling the solution both internally and to the prospect, and closing/funding deals. The position will also participate in the BDO incentive plan. Essential Duties: • Develops business through the cultivation of contacts within a Professional Referral Network, by performing the following:, • Analyzes market research data to guide sale efforts., • Develops and maintains a network of reliable business development advocates., • Develops annual business plan in conjunction with Division Sales Manager, which details activities to follow during the fiscal year, which will focus the Business Development Officer on meeting or exceeding their sales goal., • Complete understanding of prequalification, pricing and proposal models., • Demonstrates the ability to carry on a business conversation, both verbal and written, with business owners and decision makers., • Maximizes all opportunities in the process of closing a sale resulting in the increase of market share., • Maintains bank provided database of qualified leads through referrals, telephone canvassing, face-to-face cold calling on business owners, direct mail, email, and networking., • Demonstrates an understanding and ability to position bank related products., • Prospect, source, structure, propose, negotiate and close deals that are consistent with the products of the bank., • Creates and conducts effective proposal presentations and RFP responses that identify prospects business problems, the effects of the problems, and the bank’s solutions to their problems., • Responsible for sourcing and developing client relationships and referrals., • Meet or exceed Volume, Margin, Fee and cross-sell targets., • Responsible for identifying and building effective Centers of Influence Network with sales channels and associated professionals to maximize revenue., • Demonstrates the ability to gather, submit detailed business information for underwriting, pricing, and presentation of solutions to identified prospects' business problems., • Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities within their assigned territory, including the use of bank provided data tools to maintain accurate records to maximize opportunity potential., • Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team., • Performing other duties as assigned. Requirements • Must reside in Southern California., • Bachelor’s degree preferred degree in Accounting, Finance, Economics, or another related field., • 5 years proven Business Development related experience and/or training strongly preferred., • Ability to read, analyze, and interpret financial statements, general business periodicals, professional journals, technical procedures, or government regulations., • Proven skills to develop marketing and business development skills with customers., • Demonstrated ability to cross-sell and explain all products and services with confidence and authority., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with minimal or no supervision while performing duties., • Current California driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities., • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with no supervision while performing duties., • Current California driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities

The Sr Program Financial Analyst demonstrates deep expertise in contract financial management. They lead and administer overall budget preparation/estimating and tracking expenditures against large complex contracts/programs. They are key members of the program management team and works directly with the Program Manager in defining the Contracts goals and objectives; and leads recommended actions to improve financial progress and performance. They have significant interface with the Program Manager, senior technical staff on the contract, as well as other functional organizations including Contracts, Subcontracts, Finance, Accounts Receivable, and Procurement. They will interface, provide direct analysis and or lead financial discussions with external clients such as the Contracting Officer and the Contracting Officer Representative. They oversee and manage work assignments of other Financial Analyst(s) but are not career managers of staff. Essential Duties and Responsibilities: • Lead the financial management of a large contract or multiple complex TDL(s) by providing cost, schedule and funding planning, reporting, monitoring and analysis support to the Program Manager. This includes developing Work Breakdown Structures (WBS), Basis of Estimates (BOEs) and development of time-phased budgets and schedules., • Lead contract setup in compliance with contractual terms, conditions, and requirements., • Prepare overall Contract financial Estimates at Complete (EAC) and meet deadlines for submission requirements., • Identify Contract risks, profit improvement opportunities and analytical analysis in working resolution with PM, Contracts, Procurement and Finance/Accounting., • Review and assess all contract modifications. Advise the program management team of impacts as necessary., • Monitor overall costs and manpower ensuring that actuals are within CLIN ceiling, CLIN budget and charged correctly., • Perform analytical review and arithmetic checks of contract level cost reporting documentation., • Prepare accurate and complete contract variance analysis and reporting., • Monitor financial trends of multiple subcontractors and multiple tasking, • Work closely with procurement and subcontracts department to provide funding input to multiple subcontractors and vendors., • Lead the development of Internal Program Review (IPR) presentations for management., • Prepare financial Contract Data Requirements (CDRL) for programs. Ensure contractual requirements are met and customer financial deliverables are accurate and on time., • Perform ad-hoc financial analysis on the contract as requested by PMO and others., • Monitor funding status, providing reliable and timely notification of funding status by line-item detail as required., • Represent Finance Team in leadership meetings, providing financial insight, risks, and recommendations., • Drive continuous improvement initiatives, including process improvement/automation, dashboarding, and standardization across the FA team., • Support account receivables as required during the billing processing. Monitor billing status and unbilled issues, working with Finance, Contracts, Accounting and PMO to resolve issues in a timely manner., • Prepare subcontractor and vendor accruals as services/goods are received in accordance with GAAP and internal policies to ensure that the project’s cost/commitment is accurately captured and reported internally and externally., • Ensure program revenue and profit is recorded in compliance with the EAC., • Analyze profit risks and opportunities and advise management on the optimal path forward., • Ensure adherence to Generally Accepted Accounting Principles (GAAP), Sarbanes-Oxley, FAR and all company policies and procedures related to contract performance and financials. Required Skills: • Deep knowledge and functional understanding of contract types, execution methods, CAS, FAR, and Joint Travel Regulations (JTR) rules and regulations, • Ability to build relationships across functional teams and internal Business Partners., • Deep knowledge and experience with Microsoft Office Suite, including Excel, PowerPoint, Word and SharePoint., • Possession of excellent oral and written communication skills., • Possession of excellent data management, problem solving and critical thinking skills., • Possession excellent organizational, time and multitasking skills., • Clearable, if required based on contractual requirement, • 10 years’ experience with project cost control or financial management and contract interpretation, budget development, including financial data, analysis., • Functional knowledge of contract types and project control methods., • High School Diploma. Desired Skills: • Desired Experience BA/BS in Finance, Accounting and or Business., • Prior experience with GSA AAS/FEDSIM contracts, • Experience of international policies, expatriates, DOD allowances (housing and cost of living), • Strong experience with multiple funding activities US citizenship required for work under DOD contract Application deadline: April 30, 2026 #LI-REMOTE The SMX salary determination process takes into account a number of factors, including but not limited to, geographic location, Federal Government contract labor categories, relevant prior work experience, specific skills, education and certifications. At SMX, one of our Core Values is to Invest in Our People so we offer a competitive mix of compensation, learning & development opportunities, and benefits. Some key components of our robust benefits include health insurance, paid leave, and retirement. The proposed salary for this position is: $101,300 - $168,700 USD At SMX®, we are a team of technical and domain experts dedicated to enabling your mission. From priority national security initiatives for the DoD to highly assured and compliant solutions for healthcare, we understand that digital transformation is key to your future success. We share your vision for the future and strive to accelerate your impact on the world. We bring both cutting edge technology and an expansive view of what’s possible to every engagement. Our delivery model and unique approaches harness our deep technical and domain knowledge, providing forward-looking insights and practical solutions to power secure mission acceleration. SMX is an Equal Opportunity employer including disabilities and veterans. Selected applicant may be subject to a background investigation and/or education verification. SMX does not sponsor a new applicant for employment authorization or immigration related support for this position (i.e. H1B, F-1 OPT, F-1 STEM OPT, F-1 CPT, J-1, TN, E-2, E-3, L-1 and O-1, or any EADs or other forms of work authorization that require immigration support from an employer).

THIS IS AN UNPAID ROLE Role Title: Business Development Officer / Manager / Strategist Role Nature: Volunteer Location: Home-based (US/UK/EU) The Blockchain & Climate Institute (BCI) is an international volunteer-led think tank supporting and advocating the application of blockchain and other emerging technology in the global fight against climate change. _ We are looking to recruit highly motivated and enthusiastic VOLUNTEER Business Development Officer / Manager / Strategists who will serve as business development officers / managers / strategists. In BCI, they will hold the official title of (Principal / Senior) Strategy Officers, leading the strategy research and business development of the organization in the Strategy Section of the Director-General’s Office. For this voluntary unpaid role, the ideal candidates are driven, experienced, and looking to make a difference in international climate change governance. The successful candidates will be competent strategists with experience managing teams and projects from inception to completion. Working with initiative and having the desire to find solutions to organizational problems should be second nature. Experience as a strategist or management consultant in a public sector organization will be highly beneficial, as will finance experience in a non-profit environment. Successful candidates will be appointed as Principal Strategy Officer, Senior Strategy Officer or Strategy Officer, depending on their seniority and performance in the assessment. We are currently seeking skilled, experienced strategists serving as management consultants to join our growing organization. Reporting to the Strategy Director (SD), you will help analyze and develop sponsorship and government-focused innovation support proposals relevant to BCI’s scope of activities. You must be a natural communicator who can gain consensus, be accurate, and be understandable and provide actionable suggestions to guide BCI’s activities to be more functional, and more successful, adding to BCI’s core internal competencies. Responsibilities: • Evaluate short-term or long-term projects, addressing a range of issues and needs;, • Collaborate with the management or other volunteers to action respective goals and requirements;, • Utilize both traditional and modern assessment tools, such as interviews, surveys, evaluations, strategic frameworks, etc.;, • Understand situational interpretations and analyze data to identify and understand challenges;, • Draft discussion papers, present and explain findings to the Executive Committee and Advisory Board;, • Provide advice or suggestions for improvements that meet our objectives;, • Formulate plans for implementation of recommendations;, • Negotiate and overcome objections from stakeholders and various levels of management; and, • Suggest and resource training needed to meet challenges that may arise. Key requirements: • BSc/BA/MBA in Business or relevant discipline required;, • Additional professional qualifications or certifications a plus;, • Significant work experience as Strategist, Management Consultant, or another relevant role;, • Proven experience in project management of large multi-phase projects;, • Strong working knowledge of business management best practices;, • Solid knowledge of data analysis and research techniques;, • Familiarity with common business software, project management programs, and IT systems;, • Able to develop and present detailed, actionable proposals and plans;, • Impeccable organizational skills;, • Aptitude for analytical and creative thinking;, • Excellent listening skills with an ability to communicate with professionals in various disciplines;, • Managing other ad-hoc activities as needed. Skills & Abilities: • Excellent communication skills, including exceptional written English, the ability to develop effective working relationships, work flexibly across professional and operational boundaries, and communicate professionally with internal and external stakeholders at all levels;, • Proven ability to lead, develop and motivate colleagues as needed, • Proven ability to effectively multitask and prioritize work;, • Excellent problem-solving skills; and, • Excellent attention to detail and proactive attitude General & Specialist Knowledge: • Strong management consulting expertise is essential for this role., • Proficiency in the use of Microsoft Office, including Outlook, Word, Excel, and Powerpoint is essential to perform in this role; and, • Some knowledge of topics central to the BCI such as climate change, climate finance, and blockchain technology preferred. Relevant Experience: • Proven experience working in a similar role is essential, ideally acquired in a consulting practice and/or non-profit environment;, • Experience in building constructive relationships with stakeholders; and, • Experience in working independently and with teams to drive forward projects using one's own initiative. What difference will you make? Blockchain and other emerging technologies. Climate change and sustainability. These are two hot topic groups that have been headlining media outlets, dominating conferences & events, and gaining increasing traction in research and pilot projects. BCI is here as an expert platform to help governments, inter-governmental and regional organizations as well as relevant corporates to negotiate the complex landscape of emerging technologies for environmental good. We cement our expertise by putting in the hard work in researching, identifying, and analyzing the applications of emerging technologies so that informed decisions can be made by the stakeholders in the climate change and action network. What's in it for the volunteer? Benefits you will get from volunteering with BCI are enormous and some include: • You will hone or learn new skills including strategy development, presentation, writing, professional etiquette,, • Your mind will be mentally stimulated, hence providing you with a sense of purpose;, • You will advance and boost your professional career by helping you to make professional connections and giving you real-world experience at the intersection between climate and emerging technologies; and, • Help you develop long-lasting professional relationships with others. People who come together to make the world a better place forge a close connection. Selection Process As a voluntary organization, we are pleased to open the door for candidates who may not have the prior experience they need to start, progress, or switch their careers. To recruit the most suitable, talented, or potential new members out of the volume of applications received, it is the BCI’s policy to also consider inexperienced candidates to fill our voluntary unpaid roles as long as they can demonstrate the skills required in the written assessment. In the selection process, most candidates will be invited to complete the following assessment. Section A: Verbal and Numerical Reasoning (20 multiple-choice questions) Section B: Situation Judgement Test (20 multiple-choice questions) Section C: In-Tray Exercise (An open-ended assessment relevant to the duties of the role) Candidates who pass all three sections will be invited to attend a phone screening, first interview, and final interview online.

CONTROLLERFocus Areas: Financial Reporting, Compliance, Audits, Accounting Operations, Internal Controls, Systems & Workflow Management, Team LeadershipLocation: Remote (U.S. only)Eligibility: Candidates must be authorized to work in the United States without current or future sponsorship. JOB HIGHLIGHTThe Controller leads the organization’s accounting operations and ensures the accuracy, integrity, and compliance of financial reporting. This role manages the accounting team, maintains strong internal controls, oversees audits and regulatory filings, and partners closely with the CFO and cross-functional leaders to support effective financial operations. JOB SUMMARYThe Controller is responsible for day-to-day accounting operations and for building and managing a high-performing accounting team serving both the US and UK entities. This includes ownership of the monthly close process, accounts payable and receivable, payroll, GAAP application, financial reporting, reconciliations, transactional workflows, and internal controls. Reporting to the Chief Financial Officer, the Controller ensures the accuracy of the general ledger and financial statements, oversees restricted fund accounting, supports accounting systems and integrations, and helps identify risks and improvement opportunities across financial operations in the US and the UK. The role also leads the annual audit process and ensures timely completion of all external compliance and regulatory filings. YOU’LL BE RESPONSIBLE FOR● Leading accounting operations, reporting systems, and transaction processing in compliance with GAAP and regulatory requirements● Ensuring accurate and timely month close that provides the FP&A team with data for variance analysis and reporting● Coordinating and completing annual external audits and required filings, including Form 990● Overseeing treasury operations and related internal controls● Designing, implementing, and maintaining internal controls that safeguard organizational assets● Developing and maintaining policies and training related to procurement, payments, employee expenses, and supporting processes● Ensuring proper stewardship and compliance related to donor-restricted funds● Identifying and assessing accounting, compliance, and operational risks● Managing, coaching, and developing the accounting team● Ensuring timely submission of federal, state, and local regulatory filings and registrations● Supporting the implementation and optimization of accounting and financial reporting systems (e.g., NetSuite and related tools)● Collaborating with leaders across the organization to support cross-functional initiatives and operational need YOU MUST HAVE● Bachelor’s degree in Accounting, Finance, or a related field● 8+ years of progressive accounting experience, including audit exposure● Active CPA license● Strong experience managing clean financial statement audits and internal controls● Experience partnering with senior leaders on financial reporting and operational matters● Demonstrated ability to manage and develop a high-performing accounting team● Experience with ERP systems (e.g., NetSuite) and CRM platforms such as Salesforce IT’S AN ADDED PLUS IF YOU HAVE● Experience in nonprofit accounting and compliance, including restricted funds● Experience supporting systems implementations or process improvements● Comfort operating in fast-paced or evolving environments YOU’LL BE SUCCESSFUL IF...You're passionate about accuracy and continuous improvementYou double and triple-check your work because you know that accurate data is crucial for an Finance department to operate successfully and you make judgements based on accurate data. You value leveraging your and your team’s creativity toward continuously improving operations. You communicate with easeYou pay strong attention to your audience and can communicate complicated concepts in a simple way. You are concise and operate with poise, dignity and reliability. You get things doneYou’re a multitasking machine and you don’t have a problem getting your hands dirty. You follow through on every task, no matter how big or small, and when duty calls you take matters into your own hands. You live for hitting deadlines and understand the importance of keeping on schedule and on budget. You're organized and diligentYou can multitask because you keep things in order. You're timely. And you leave breadcrumbs so others could figure out how you got the job done. TEAM OVERVIEWThe Finance team, which includes Accounting and Strategic Finance, works diligently to support our entire organization. This includes keeping our financial books and reporting accurate, staying compliant with laws and regulations, safeguarding our financial assets, ensuring that donated Water funds are being allocated as intended, managing and investing operating funds in line with our strategic goals, and ensuring we maintain strong financial health in all that we do. The team also helps guarantee our donor promise and core pillar that 100% of our public donations are utilized for water projects. HIRING TIMELINEThis role was posted on January 31, 2026 and will close on February 28, 2026. We will review applications after the deadline date. SALARY RANGEThis is an exempt role with a range of $140,000 - $145,000 a year. BENEFITS & PERKSUnlimited PTOSummer Fridays6-week paid sabbatical leave after 5 years of employmentAnnual bonus potential through _401k plan + employer matchMedical covered at 85% + Dental/Vision contributionsFSA + dependent day care FSAEmployer-paid life insurance, STD, LTD16-week paid maternity and paternity leave for new parentsStipends for Home office, Professional Development, and a You-do-You Perk TSA Pre-check reimbursement2-4 annual travel requirements that foster team alignment, connection and in-person collaboration ORGANIZATIONAL OVERVIEWAt charity: water, we believe that water changes everything. We work with local implementing partners to fund sustainable solutions that provide clean and safe drinking water to people around the world. Since 2006, with a diverse team of world-changers and an unstoppable community of supporters, we’ve brought clean water to more than 20 million people worldwide. With the makings of a mid-size tech startup, we’re reinventing charity through endless innovation, contagious passion, beautifully crafted stories, and a powerful brand that inspires a new kind of generosity. At charity: water, we value every background, identity, and experience. We believe that a diverse team, informed by different cultures and perspectives, makes us stronger. We are committed to doing the work and challenging each other to be an organization in which everyone is respected and heard. We commit to providing genuine opportunities for all people to thrive. And we will continue to embed diversity, inclusion, belonging, and equality in everything we do. Note, charity: water will never ask you for your credit card or financial information during the interview process. Should you receive a message requesting this information, please mark the email as spam and report _We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Finance Manager Organizational Overview The barriers to college completion are complex and intertwined. No one educator, department, institution, or state can solve them. Without a simultaneous and intersectional approach, those barriers will continue to rob all of us—educators, advocates, and students alike—of the life-changing benefits of a complete college journey. Complete College America (CCA) builds movements for scaled change and transforms institutions. Since its founding in 2009, CCA has paired bold, innovative thinking with practical actions that colleges and policymakers can implement across every level of higher education. CCA’s work centers on researching and testing education reforms, providing coaching and support, and advocating for change. Across these areas, CCA uses data to identify barriers and design successful strategies; aligns policy, perspective, and practice so complex systems operate effectively; connects experts to amplify their insights; and builds shared accountability. The organization is at the center of the broad CCA Alliance, which is driving change that works for every leader, every campus, and every system. This is a full-time remote position with occasional travel. Once hired, the selected applicant must receive prior approval to relocate since salary compensation also considers state of residence. Position Summary The Finance Manager reports directly to the Vice President for Operations and Organizational Development in collaboration with the Chief Financial Officer and President. The selected individual has a range of responsibilities that ensure the organization's financial health and compliance. Responsibilities include, but not limited to: • Collaborates with the CFO in developing annual budgets in collaboration with program managers and leadership, monitoring budget performance throughout the year, and providing financial projections to support strategic planning., • Provides primary oversight in collaboration with the CFO of the budget, finances and the day-to-day accounting operations of the business., • Manages day-to-day accounting, processing accounts payable and receivable, reconciling bank statements, and preparing monthly, quarterly, and annual financial statements., • Interprets Financial information/data and translate into a language that is understood by all staff, • Monitors and advises on various ledgers including cash disbursements, cash receipts, accounts payable, month-end payroll summary, accounts receivable summary, and journal entries to adjust the general ledger, • Generates monthly reports including accounts payable reconciliation, accounts receivable reconciliation, cash flow report, and statement of activities and statement of financial position, • Establishes and maintains financial policies and procedures, ensuring proper segregation of duties, and safeguarding organizational assets, • Serves as the primary point of contact with Escalon Accounting Team and manages the day-to-day partnership, • Collaborate with Escalon to prepare monthly financial statements in a timely fashion, • Conducts periodic audits of budget items, including comparing budget-to-actual comparisons for organization and all programs and departments within organization, • Tracks grants to ensure compliance with restricted funds to ensure usage according to donor or grantor requirements, maintaining grant budgets, preparing financial reports for funders, and ensuring compliance with nonprofit accounting standards and regulations, • Provides relevant financial information to executive and senior leadership teams, • Serves as a business partner with staff, continuously consulting with staff on upcoming activities and financial implications of activity. In some cases, provides guidance on financial efficiencies to improve said activity, • Provides management oversight over outsourced and/or in-house accounting staff, • Primary point of contact with the bank, external auditors, tax preparers, and insurance brokers, • Participate in the Audit and Finance Committee Meetings of the CCA Board of Directors along with the CFO to provide financial oversight and reporting, and also supports the CFO in development of reporting materials to be delivered to Audit and Finance Committee, • Co-manages physical assets and inventory of supplies and materials along with the Vice President of Operations and Organizational Development, • Perform related duties as assigned by the Vice President for Operations, Chief Financial Officer and/or the President Required Skills and Abilities • Ability to create and manage nonprofit budgets, • Ability to provide accounting services in a manner that will facilitate an effective and efficient year-end audit and tax return process, • Proficient in Microsoft Office Suite, QuickBooks or related software, as well as budget creation and analysis software, • In-depth knowledge and thorough understanding of budgetary and accounting principles, practices, and policies, • Possess excellent organizational skills and attention to detail, • Excellent written and verbal communication skills, • Excellent managerial skills Job Qualifications Bachelor’s degree in Accounting, Economics, or Finance, with a minimum of 8-10 years of experience; or relevant master’s degree with 4-5 years of experience. Application Process Applications will be reviewed as received, until ideal candidate is identified. Application Priority Deadline: March 13, 2026. Interested applicants should apply via Bamboo and include resume, cover letter and salary requirements. Salary The salary range is $70-90K. The final salary is commensurate with relevant educational background, previous work experience, and professional expertise. In addition to the salary, Complete College America offers a competitive benefits compensation package. Complete College America is committed to providing a safe and secure environment for employees, students, visitors, and stakeholders. As part of this effort, all offers of employment at Complete College America are contingent upon satisfactory results of a thorough background check. Background checks will be conducted on all finalist candidates. Physical Demands The position requires little physical effort. However, during an event, the employee may have to lift boxes with meeting supplies and documents for distribution. Occasional out-of-state travel is required Complete College America is an equal employment opportunity/affirmative action employer

Phileo Shared Services is seeking a part-time Controller to oversee the day-to-day accounting operations for our partner Christian schools. The ideal candidate will bring deep experience in financial management, attention to detail, and a heart for Christian education. The Controller is responsible for ensuring accurate financial records, implementing and maintaining strong internal controls, and supervising finance-related part time support staff. This role reports directly to the Chief Financial Officer (CFO) and will be a key member of the Phileo Shared Services team. This is a remote position with occasional in-person meetings in the greater Philadelphia region. Key Responsibilities: Financial Oversight • Manage daily accounting functions including general ledger, tuition management, accounts payable/receivable, and payroll, • Ensure timely and accurate month-end and year-end close processes, • Maintain and enforce proper internal controls and compliance practices Reporting & Analysis • Prepare monthly, quarterly, and annual financial statements for partner schools, • Assist in the preparation of budgets and financial forecasts, • Analyze financial performance and provide strategic insight to school leadership Supervision & Systems • Supervise and support finance staff, • Oversee the effective use of accounting software, • Ensure consistency in financial processes and reporting Collaboration & Mission Alignment • Work closely with the CFO to maintain financial integrity and mission alignment, • Serve as a financial advisor to school leadership, • Champion the financial sustainability of Christ-centered education Qualifications: • Bachelor's degree in Accounting, Finance, or related field (CPA preferred but not required), • Minimum 5 years of experience in accounting/financial management (nonprofit or school experience a plus), • Strong knowledge of GAAP and internal controls, • Proficiency with accounting software, • Demonstrated leadership and supervisory experience, • High attention to detail, integrity, and discretion, • Strong interpersonal and communication skills, • Personal commitment to Jesus Christ and solid understanding of the Word of God. There should be evidence of a godly lifestyle based on a commitment to Jesus Christ., • A passion for Christian education, paired with a commitment to DC’s mission and alignment with biblical values. Work Schedule & Location: • Part-time remote work with flexible scheduling, • Occasional in-person meetings in the greater Philadelphia region _

Senior Manager, Program for a 125+ employee (and growing) remote education non-profit providing professional learning to K-12 educators nationally Type of Vacancy: Salaried, full-timeStart date: August-September 2025Location Preference: While this is a remote position, we strongly prefer candidates who reside in New York, NY due to the regional focus of this role. Applicants from other locations are still encouraged to apply.Report to: Director, Program or Senior Director, ProgramSupervises: May supervise Manager(s), Program. Dependent on the project, the Senior Manager, Program may be a Project Leader with project team supervision and leadership development responsibilitiesCompensation: The full salary range for this position is $90,500 - $136,889 annually. This range represents the full earning potential for the role, including opportunities for salary growth over time based on performance, tenure, and organizational budget. The anticipated hiring range for this position is $90,500 - $119,381. Teaching Lab will generally cap salaries for new employees at 105% of the midpoint of the full salary range ($119,381) to allow for continued growth in the role over time. There are two types of experience being considered for this role: Experience that is directly relevant to the role and Total Working Experience, in all fields. This includes: internships, part-time work, and consulting work. In collaboration with the hiring manager, the People and Culture team calculates experience based on the candidate’s most current resume. When calculating the offer, consideration is given to candidates who possess additional qualifications (i.e., desired qualifications). Areas of Expertise: Coach Development: Developing coaches on the following skills: facilitation of professional learning, developing goals for coaching cycles based on student data, determining and implementing coaching actions that drive toward cycle goals, using quantitative and qualitative student data to assess progress toward cycle goals and adjusting coaching in response. Leader Coaching: Coaching school or district leaders to maximize time, talent, and curricular resources that support the delivery of high-quality early childhood instruction. Instructional Design: Designing and facilitating effective and engaging professional learning experiences for educators as well as internal coaching staff. Instructional Expertise: Deep knowledge of the science of reading and early childhood HQIM. Bilingual Expertise: Experience coaching bilingual or dual-language educators and leaders, with an emphasis on implementing high-quality early childhood instruction in both English and Spanish. Ability to support Spanish-speaking educators and classrooms in linguistically diverse contexts is highly preferred. Teaching Lab is an equal-opportunity employer committed to reflecting the diversity of the students we serve. We welcome candidates of all backgrounds to apply for this role. WHO WE ARETeaching Lab is a nonprofit organization with a mission to fundamentally shift the paradigm of teacher professional learning. We envision a world where teachers and students thrive together in communities that enable life-long learning and meaningful lives. In partnership with teachers, we transform professional learning from the ground up to dramatically improve student outcomes. We also work with school, district, and state leaders to create the instructional systems necessary to support these changes. To learn more about Teaching Lab, explore our website at _. SUMMARY OF POSITIONThe Senior Manager, Program collaborates with others within the Program division and across the organization to meet Teaching Lab’s programmatic goals, takes ownership of the organization’s systems and processes, and implements them consistently and successfully. The Senior Manager, Program’s work stream is either more complex than that of a Manager, or they have more experience in the role compared to a Manager, or they may play project leadership roles such as Project Lead or Coach Developer. This role is critical in Teaching Lab’s mission to positively impact educator practice in service of increased student learning. Frequent travel to New York, NY is required for this role. • Primary responsibilities for the Senior Manager, Program (Early Childhood Coach Development & Instructional Design) include:, • Implement excellent programmatic services, • Implement programmatic projects to successfully meet the goals of the projects; projects include but are not limited to: professional learning content development projects, professional learning implementation with state and district systems, direct-to-teacher or direct-to-leader coaching, etc., • Acts as a content area expert aligned with organizational needs, i.e., has some area of content expertise (like subject-area expertise in ELA, math, science, or social studies curriculum and/or instructional expertise, or general expertise in coaching for continuous improvement or state/system level leadership development, etc.) that they bring to bear on aligned projects as well as support team members to build their content expertise, • Often hold the role of a Coach Developer, Client Partnership Manager, Instructional Designer, Subject Matter Expert, or Coach/Facilitator on project teams. However, given time, capacity, competencies, skills, and interests, the Senior Manager, Program could hold multiple other roles on project teams (e.g., Project Lead.), • Implement and maintain the project plans for assigned projects; if needed, identify needs for consultant support to complete projects on time and with high-quality, • Demonstrate strong organizational skills, time management, and workflow management while attending to the diverse needs of partners and keeping a radically responsive orientation, • Support the development of systems, tools, and processes to support effective and efficient implementation of services to scale Teaching Lab’s partnerships and impact over time, • Maintain positive and responsive relationships with clients and other project team members, • Support with contract renewals to sustain impact on teacher and student learning; support business development as needed, • Design high-quality, research-based, user-centered professional learning content, services, and tools/resources, • Create materials and content for programmatic partnerships and courses, • Engage in Teaching Lab’s user-centered design processes (engaging with Teacher Advisory Board, supporting pilot partnerships, developing rapid prototypes) and use learning and insights to inform design, • Engage in Teaching Lab’s design process to develop content, including drafting, feedback cycles, pilot partnerships (as applicable), and finalization steps (e.g., adhere to Teaching Lab’s style and branding guidelines when developing new content), • Apply best practices for virtual and in-person adult learning in the design of professional learning content, • If applicable, engage in efficient and effective project management as a Project Lead, • Implement and support other team members to implement the project plans for assigned projects; if needed, identify needs for consultant support to complete projects on time and with high quality; supervise consultants, • Maintain partner project plans that track the execution of services related to scopes of work, and support other team members to maintain individual partner project plans for each project, • Demonstrate strong organizational skills, time management, and workflow management while attending to the diverse needs of partners and keeping a radically responsive orientation, • Develop systems, tools, and processes to support effective and efficient implementation of services to scale Teaching Lab’s partnerships and impact over time, • Maintain contracts and invoices for each partner; collaborate with other team members and the Finance department to ensure accurate invoices are billed and collected, • If applicable, provide vision, direction, and oversight of direct reports as a Home Manager, • Model the people manager-specific competency and implement actions that support a positive work culture and increase productivity (e.g., providing feedback, coaching, counseling, training, development, etc.), • Provide coaching and support to direct reports on their projects and/or assignments, including identifying and addressing development needs and supports, • Monitor workloads and capacity to ensure effectiveness and productivity while promoting time management and prioritization of assignments, • Provide frequent values-based feedback and recognition to direct reports, • Ensure the successful completion of direct reports’ annual goals as well as those of their direct reports, • Conduct annual evaluations for direct reports, • Complete internal tasks related to people management in a timely manner, • Participate in the hiring process for open Program department roles, • Engage in cross-functional collaboration, • Collaborate with Program department team members to continuously refine and develop high-quality professional learning content and implement professional learning, • Work with Teaching Lab team members to identify and engage new and existing school system partners on scopes of work that drive towards impact and outcomes for teachers and students, • Collaborate with the Learning & Research department to adapt and improve Teaching Lab’s high-quality data collection and impact evaluation processes, • Engage in internal project flex teams to support non-client-facing, but critical programmatic projects, • Engage in continuous learning, • Stay abreast of key research and guidance in the field, attend learning experiences to build skills and competencies in project management, client management, coaching, and adult facilitation, • Engage in personal and organized learning opportunities as a team member at a values-based and mission-focused organization., • Create and deliver training to other team members on core skills or competencies within the Senior Manager, Program role which is also transferable and critical for other roles, • Perform other duties as assigned by Program department leadership and/or Executive Team., • The Senior Manager, Program (Early Childhood Coach Development & Instructional Design) is accountable for achieving goals set in collaboration with their manager, aligned with annual goals, and especially, Key Success Indicators (KSI). Below are examples of measured outcomes for Key Success Indicators (KSI). Additional information will be shared with candidates during the recruitment and selection process., • As applicable, within the role, model the radical commitments for our values., • Education, Work Experience, and Knowledge, • Bachelor's degree, • Five (5) or more years combined experience working in PK-12 education, with a minimum of two years experience teaching PK-12 students from traditionally underserved backgrounds with demonstrated evidence of impact, • Three (3) or more years combined experience working with partners outside of their organization to manage workflow or deliver services, • Three (3) or more years of combined experience planning and implementing projects, • Three (3) or more years combined experience leading or coaching the implementation of HQIM (in any subject area), • Deep knowledge and experience with College- and Career-Ready math or ELA content and practice standards, • Experience designing impactful professional learning for educators, • Experience facilitating impactful professional learning or coaching for educators, • Experience managing relationships with clients and stakeholders in an education context, • Experience teaching or coaching at least one of the following curricula: ELA (Amplify ELA, ARC (American Reading Company) Core, Benchmark Advance, Bluebonnet, Bookworms, CKLA, Developing Core Literacy Proficiencies, EL Education, EngageNY, Fundations, Guidebooks, Heggerty, HMH Into Reading, HMH Into Literature, McGraw Hill StudySync ELA, Odell, Orton Gillingham, Savvas, Skyline, Springboard, UFLI, Wilson, Wit and Wisdom), • Values, Skills, and Competencies, • Strong commitment to growth mindset for both adults and students, and a desire to work collaboratively to grow team skills and capabilities, • Compelling communication and influence skills, • Strong interpersonal skills, able to build rapport quickly, • Strong organizational skills, • Reliable and consistently completes work in a timely manner with high quality, • Advanced degree, • Deep understanding of the specified curriculum, including its design and component parts, • Experience providing professional learning support and services in and for consultative organizations, • Ability to work a flexible schedule to support operational needs, • Ability to perform the essential project, duties and responsibilities with or without accommodation, • All team members are expected to support program/project needs which could mean that you play multiple roles at Teaching Lab (i.e., project lead, support, subject matter expert, etc.)., • Travel could be required for the role. Travel is determined based on business needs and can vary depending on partnership/contract requirements., • Teaching Lab seeks to fundamentally shift the paradigm of teacher professional learning by reaching more educators every year with the highest impact programming. Teaching Lab’s ultimate goals are: • Educators learn more than they would without us, • Students learn more than they would without us, in a way that cannot be predicted by race, gender, or family income, • Educators we serve say they love our approach, and they want to keep doing it to advance educational equity All employees are expected to embrace Teaching Lab Values, which are necessary to develop Teaching Lab Competencies, which help us to achieve our Ultimate Goals. • Collaboration & Responsive Service, • Resilient Solution-Finding, • Research & Learning With Humility, • Accountable Excellence, • Equity & Justice, • This position opened on July 23, 2025 and will remain open until filled. All applications received between July 23, 2025 and August 1, 2025 will be reviewed by the hiring team. Any applications received after August 1, 2025 will be reviewed as needed. $90,500 - $119,381 a yearThe full salary range for this position is $90,500 - $136,889 annually. This range represents the full earning potential for the role, including opportunities for salary growth over time based on performance, tenure, and organizational budget. The anticipated hiring range for this position is $90,500 - $119,381. Teaching Lab will generally cap salaries for new employees at 105% of the midpoint of the full salary range ($119,381) to allow for continued growth in the role over time. There are two types of experience being considered for this role: Experience that is directly relevant to the role and Total Working Experience, in all fields. This includes: internships, part-time work, and consulting work. In collaboration with the hiring manager, the People and Culture team calculates experience based on the candidate’s most current resume. When calculating the offer, consideration is given to candidates who possess additional qualifications (i.e., desired qualifications). Application Terms & Conditions:I understand that any falsification or omission of information from this Employment Application can disqualify me from employment (includes rescinding an offer of employment or if hired, employment termination). I understand that this Employment Application is not an offer of employment. If employed, employment is at will, and either party can terminate the employment relationship at any time. I understand that if I am offered a conditional offer of employment, it would be contingent upon successful pre-work checks, which include references and verifications/checks for a social security number, education, employment, criminal records search (national and county), global watch list, and sex offender status. Depending on a specific partnership/contract requirement, the criminal background check process could include fingerprinting. At Teaching Lab’s discretion and with an individual’s signed consent, other checks could be completed based on the nature of the position. Moreover, I understand that Teaching Lab participates in a background monitoring service that provides updates for criminal records and sex offender status. I understand that if I am offered and accept an offer of employment, I will be required to complete an Employment Eligibility Verification Form (I-9), and provide supporting documents within three days of my hire date. Non-compliance will result in termination of employment. Teaching Lab participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, Teaching Lab is required to give you written instructions and an opportunity to contact the Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before any action is taken against you, including terminating your employment. Teaching Lab can only use E-Verify once you have accepted a job offer and completed the Form I-9. and posters. I understand that if I am offered and accept an offer of employment, if I have a need for an accommodation related to a disabling (medical) condition that the request must be communicated to People & Culture for review and approval. All requests will be considered as part of the Americans with Disabilities Interactive Process. I understand that if I am offered and accept an offer of employment, Teaching Lab has an expectation to be the primary employer for all employees. Specifically, having another full-time employer in addition to full-time employment at Teaching Lab is not permitted, and no other employment or outside contracting relationship of any kind is permitted unless otherwise disclosed on the Outside Work Disclosure form and approved by the Chief Executive Officer (CEO). Employees who are found in violation of this expectation will be subject to disciplinary action up to and including separation from employment. I understand that if I am offered and accept an offer of employment, I must undergo a 90 day introductory period. During this time, appropriateness for the role and performance are evaluated. At the end of the 90 day introductory period, Teaching Lab and/or the employee can end the employment relationship at will. Teaching Lab has a payroll direct deposit program. I understand that if I am employed, I am not required to enroll in Teaching Lab’s payroll direct deposit program, and I would be paid via a paper check. I understand that if I am employed, all work materials/resources that are provided by Teaching Lab are considered property of Teaching Lab, and are solely for the use of work for Teaching Lab. I understand that if I am employed, I will be required to sign acknowledgment of receipt and abide by all policies and procedures, requirements, and expectations as outlined in the Employee Handbook. In relation to the position that I am applying for, I voluntarily give Teaching Lab consent to make a thorough investigation of my background, and release from liability all parties in connection with the supply and use of such information. The submission of my application serves as acknowledgment and agreement to the above terms and conditions.

Manager, Program for a 125+ employee (and growing) remote education non-profit providing professional learning to K-12 educators nationally Type of Vacancy: Salaried, full-timeStart date: August-September 2025Location: New York, NYReport to: Senior Manager, ProgramSupervises: Dependent on the project, the Manager, Program may be a Project Leader with project team supervision and leadership development responsibilitiesCompensation: The full salary range for this position is $80,000 - $121,007 annually. This range represents the full earning potential for the role, including opportunities for salary growth over time based on performance, tenure, and organizational budget. The anticipated hiring range for this position is $80,000 - $105,529. Teaching Lab will generally cap salaries for new employees at 105% of the midpoint of the full salary range ($105,529) to allow for continued growth in the role over time. There are two types of experience being considered for this role: Experience that is directly relevant to the role and Total Working Experience, in all fields. This includes: internships, part-time work, and consulting work. In collaboration with the hiring manager, the People and Culture team calculates experience based on the candidate’s most current resume. When calculating the offer, consideration is given to candidates who possess additional qualifications (i.e., desired qualifications). Areas of Expertise: Instructional Design: Designing and facilitating effective and engaging professional learning experiences for adults. Teacher Coaching: Improving student outcomes by engaging in coaching inquiry cycles with teachers. Instructional Expertise: Deep knowledge of the science of reading and grades PK-2 ELA HQIM. Teaching Lab is an equal-opportunity employer committed to reflecting the diversity of the students we serve. We welcome candidates of all backgrounds to apply for this role. WHO WE ARETeaching Lab is a nonprofit organization with a mission to fundamentally shift the paradigm of teacher professional learning. We envision a world where teachers and students thrive together in communities that enable life-long learning and meaningful lives. In partnership with teachers, we transform professional learning from the ground up to dramatically improve student outcomes. We also work with school, district, and state leaders to create the instructional systems necessary to support these changes. To learn more about Teaching Lab, explore our website at _. SUMMARY OF POSITIONThe Manager, Program collaborates with others within the Program division and across the organization to meet Teaching Lab’s programmatic goals, takes ownership of the organization’s systems and processes, and implements them consistently and successfully. This role is critical in Teaching Lab’s mission to positively impact educator practice in service of increased student learning. • Primary responsibilities for the Manager, Program include:, • Implement excellent programmatic services, • Implement programmatic projects to successfully meet the goals of the projects; projects include but are not limited to: professional learning content development projects, professional learning implementation with state and district systems, direct-to-teacher or direct-to-leader coaching, etc., • Acts as a content area expert aligned with organizational needs, i.e., has some area of content expertise (like subject-area expertise in ELA, math, science, or social studies curriculum and/or instructional expertise, or general expertise in coaching for continuous improvement or state/system level leadership development, etc.) that they bring to bear on aligned projects as well as support team members to build their content expertise, • Often hold the role of a Coach Developer, Client Partnership Manager, Instructional Designer, Subject Matter Expert, or Coach/Facilitator on project teams. However, given time, capacity, competencies, skills, and interests, the Senior Manager, Program could hold multiple other roles on project teams (e.g., Project Lead.), • Implement and maintain the project plans for assigned projects; if needed, identify needs for consultant support to complete projects on time and with high-quality, • Demonstrate strong organizational skills, time management, and workflow management while attending to the diverse needs of partners and keeping a radically responsive orientation, • Support the development of systems, tools, and processes to support effective and efficient implementation of services to scale Teaching Lab’s partnerships and impact over time, • Maintain positive and responsive relationships with clients and other project team members, • Support with contract renewals to sustain impact on teacher and student learning; support business development as needed, • Design high-quality, research-based, user-centered professional learning content, services, and tools/resources, • Create materials and content for programmatic partnerships and courses, • Engage in Teaching Lab’s user-centered design processes (engaging with Teacher Advisory Board, supporting pilot partnerships, developing rapid prototypes) and use learning and insights to inform design, • Engage in Teaching Lab’s design process to develop content, including drafting, feedback cycles, pilot partnerships (as applicable), and finalization steps (e.g., adhere to Teaching Lab’s style and branding guidelines when developing new content), • Apply best practices for virtual and in-person adult learning in the design of professional learning content, • If applicable, engage in efficient and effective project management as a Project Lead, • Implement and support other team members to implement the project plans for assigned projects; if needed, identify needs for consultant support to complete projects on time and with high quality; supervise consultants, • Maintain partner project plans that track the execution of services related to scopes of work, and support other team members to maintain individual partner project plans for each project, • Demonstrate strong organizational skills, time management, and workflow management while attending to the diverse needs of partners and keeping a radically responsive orientation, • Develop systems, tools, and processes to support effective and efficient implementation of services to scale Teaching Lab’s partnerships and impact over time, • Maintain contracts and invoices for each partner; collaborate with other team members and the Finance department to ensure accurate invoices are billed and collected, • If applicable, provide vision, direction, and oversight of direct reports as a Home Manager, • Model the people manager-specific competency and implement actions that support a positive work culture and increase productivity (e.g., providing feedback, coaching, counseling, training, development, etc.), • Provide coaching and support to direct reports on their projects and/or assignments, including identifying and addressing development needs and supports, • Monitor workloads and capacity to ensure effectiveness and productivity while promoting time management and prioritization of assignments, • Provide frequent values-based feedback and recognition to direct reports, • Ensure the successful completion of direct reports’ annual goals as well as those of their direct reports, • Conduct annual evaluations for direct reports, • Complete internal tasks related to people management in a timely manner, • Participate in the hiring process for open Program department roles, • Engage in cross-functional collaboration, • Collaborate with Program department team members to continuously refine and develop high-quality professional learning content and implement professional learning, • Work with Teaching Lab team members to identify and engage new and existing school system partners on scopes of work that drive towards impact and outcomes for teachers and students, • Collaborate with the Learning & Research department to adapt and improve Teaching Lab’s high-quality data collection and impact evaluation processes, • Engage in internal project flex teams to support non-client-facing, but critical programmatic projects, • Engage in continuous learning, • Stay abreast of key research and guidance in the field, attend learning experiences to build skills and competencies in project management, client management, coaching, and adult facilitation, • Engage in personal and organized learning opportunities as a team member at a values-based and mission-focused organization., • Create and deliver training to other team members on core skills or competencies within the Senior Manager, Program role which is also transferable and critical for other roles, • Perform other duties as assigned by Program department leadership and/or Executive Team., • The Manager, Program (Early Childhood Instructional Design & Coaching) is accountable for achieving goals set in collaboration with their manager, aligned with annual goals, and especially, Key Success Indicators (KSI). Below are examples of measured outcomes for Key Success Indicators (KSI). Additional information will be shared with candidates during the recruitment and selection process., • As applicable, within the role, model the radical commitments for our values., • Education, Work Experience, and Knowledge, • Bachelor's degree, • Five (5) or more years combined experience working in PK-2 education, with a minimum of two years experience teaching PK-2 students from traditionally underserved backgrounds with demonstrated evidence of impact, • Two (2) or more years combined experience working with partners outside of their organization to manage workflow or deliver services, • Two (2) or more years of combined experience planning and implementing projects, • Two (2) or more years combined experience leading or coaching the implementation of HQIM (in any subject area), • Deep knowledge and experience with College- and Career-Ready math or ELA content and practice standards, • Experience designing impactful professional learning for educators, • Experience facilitating impactful professional learning or coaching for educators, • Experience managing relationships with clients and stakeholders in an education context, • Experience teaching or coaching at least one of the following curricula: ELA (Amplify ELA, ARC (American Reading Company) Core, Benchmark Advance, Bluebonnet, Bookworms, CKLA, Developing Core Literacy Proficiencies, EL Education, EngageNY, Fundations, Guidebooks, Heggerty, HMH Into Reading, HMH Into Literature, McGraw Hill StudySync ELA, Odell, Orton Gillingham, Savvas, Skyline, Springboard, UFLI, Wilson, Wit and Wisdom), • Values, Skills, and Competencies, • Strong commitment to growth mindset for both adults and students, and a desire to work collaboratively to grow team skills and capabilities, • Compelling communication and influence skills, • Strong interpersonal skills, able to build rapport quickly, • Strong organizational skills, • Advanced degree, • Deep understanding of the specified curriculum, including its design and component parts, • Experience providing professional learning support and services in and for consultative organizations, • Ability to work a flexible schedule to support operational needs, • Ability to perform the essential project, duties and responsibilities with or without accommodation, • All team members are expected to support program/project needs which could mean that you play multiple roles at Teaching Lab (i.e., project lead, support, subject matter expert, etc.)., • Travel could be required for the role. Travel is determined based on business needs and can vary depending on partnership/contract requirements., • Teaching Lab seeks to fundamentally shift the paradigm of teacher professional learning by reaching more educators every year with the highest impact programming. Teaching Lab’s ultimate goals are: • Educators learn more than they would without us, • Students learn more than they would without us, in a way that cannot be predicted by race, gender, or family income, • Educators we serve say they love our approach, and they want to keep doing it to advance educational equity All employees are expected to embrace Teaching Lab Values, which are necessary to develop Teaching Lab Competencies, which help us to achieve our Ultimate Goals. • Collaboration & Responsive Service, • Resilient Solution-Finding, • Research & Learning With Humility, • Accountable Excellence, • Equity & Justice, • This position opened on July 4, 2025 and will close on July 15, 2025. All applications received between July 4, 2025 and July 15, 2025 will be reviewed by the hiring team. $80,000 - $105,529 a yearThe full salary range for this position is $80,000 - $121,007 annually. This range represents the full earning potential for the role, including opportunities for salary growth over time based on performance, tenure, and organizational budget. The anticipated hiring range for this position is $80,000 - $105,529. Teaching Lab will generally cap salaries for new employees at 105% of the midpoint of the full salary range ($105,529) to allow for continued growth in the role over time. There are two types of experience being considered for this role: Experience that is directly relevant to the role and Total Working Experience, in all fields. This includes: internships, part-time work, and consulting work. In collaboration with the hiring manager, the People and Culture team calculates experience based on the candidate’s most current resume. When calculating the offer, consideration is given to candidates who possess additional qualifications (i.e., desired qualifications). Application Terms & Conditions:I understand that any falsification or omission of information from this Employment Application can disqualify me from employment (includes rescinding an offer of employment or if hired, employment termination). I understand that this Employment Application is not an offer of employment. If employed, employment is at will, and either party can terminate the employment relationship at any time. I understand that if I am offered a conditional offer of employment, it would be contingent upon successful pre-work checks, which include references and verifications/checks for a social security number, education, employment, criminal records search (national and county), global watch list, and sex offender status. Depending on a specific partnership/contract requirement, the criminal background check process could include fingerprinting. At Teaching Lab’s discretion and with an individual’s signed consent, other checks could be completed based on the nature of the position. Moreover, I understand that Teaching Lab participates in a background monitoring service that provides updates for criminal records and sex offender status. I understand that if I am offered and accept an offer of employment, I will be required to complete an Employment Eligibility Verification Form (I-9), and provide supporting documents within three days of my hire date. Non-compliance will result in termination of employment. Teaching Lab participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, Teaching Lab is required to give you written instructions and an opportunity to contact the Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before any action is taken against you, including terminating your employment. Teaching Lab can only use E-Verify once you have accepted a job offer and completed the Form I-9. and posters. I understand that if I am offered and accept an offer of employment, if I have a need for an accommodation related to a disabling (medical) condition that the request must be communicated to People & Culture for review and approval. All requests will be considered as part of the Americans with Disabilities Interactive Process. I understand that if I am offered and accept an offer of employment, Teaching Lab has an expectation to be the primary employer for all employees. Specifically, having another full-time employer in addition to full-time employment at Teaching Lab is not permitted, and no other employment or outside contracting relationship of any kind is permitted unless otherwise disclosed on the Outside Work Disclosure form and approved by the Chief Executive Officer (CEO). Employees who are found in violation of this expectation will be subject to disciplinary action up to and including separation from employment. I understand that if I am offered and accept an offer of employment, I must undergo a 90 day introductory period. During this time, appropriateness for the role and performance are evaluated. At the end of the 90 day introductory period, Teaching Lab and/or the employee can end the employment relationship at will. Teaching Lab has a payroll direct deposit program. I understand that if I am employed, I am not required to enroll in Teaching Lab’s payroll direct deposit program, and I would be paid via a paper check. I understand that if I am employed, all work materials/resources that are provided by Teaching Lab are considered property of Teaching Lab, and are solely for the use of work for Teaching Lab. I understand that if I am employed, I will be required to sign acknowledgment of receipt and abide by all policies and procedures, requirements, and expectations as outlined in the Employee Handbook. In relation to the position that I am applying for, I voluntarily give Teaching Lab consent to make a thorough investigation of my background, and release from liability all parties in connection with the supply and use of such information. The submission of my application serves as acknowledgment and agreement to the above terms and conditions.

For over 30 years, Angi has powered the future of the home services industry, creating an environment where homeowners and pros benefit from more jobs done well. For homeowners, our platform is a reliable way to find skilled pros. For pros, we're a reliable business partner who helps them find the winnable work they want, when they want. For employees, we're an amazing place to call home. We can't wait to welcome you. Angi at a glance: Founded in 1995 as Angie’s List and rebranded in 2021 Global company with 9 brands in 8 countries and employees worldwide Homeowners have turned to us for 300 million home projects and counting Angi is seeking a Senior Director, Accounting to join our Finance & Accounting team. Reporting to the Chief Accounting Officer, this role stewards our operational accounting functions — including General Ledger and Close Management, Payroll, and Accounts PayableThe ideal candidate is a hands-on accounting leader who takes pride in running clean, accurate, and well-controlled processes at scale in a publicly traded company. About the team: Our Finance & Accounting organization sits at the center of how Angi operates. The accounting team is a collaborative group responsible for the integrity of our financial reporting and the efficiency of our close processes. This role sits within a tight-knit accounting leadership team with direct visibility to the CAO and CFO, and works cross-functionally with Finance, FP&A, Tax, Procurement, HR, Legal, and Technology on a regular basis. While this is a remote position, we are a global company and are looking for applicants located in eastern or central time zones to align with our team's working hours. What you’ll do: As Senior Director, Accounting, you will be the operational owner of multiple accounting functions and the primary driver of a timely, accurate financial close. You will lead a team of accounting directors, managers and senior accountants and ensure the integrity, consistency, and efficiency of accounting processes across all areas of responsibility. General Ledger Management Steward the accuracy and integrity of the general ledger across all operational accounting areas (excluding Revenue and AR) Lead the monthly, quarterly, and annual financial close process, maintaining accuracy while driving efficiencies Oversee journal entry review, account reconciliation, and variance analysis; establish and enforce consistent standards across the team Partner with FP&A, Tax, Revenue Accounting, and the international accounting team to support accurate consolidation and reporting Support software capitalization policy governance in partnership with Finance leadership Close Management Serve as the operational steward of the end-to-end financial close, coordinating across all accounting functions to ensure timely and complete period-end close Develop and maintain a detailed close calendar; track milestones, surface risks proactively, and drive accountability across the team Identify and implement process improvements through automation, standardization, and cross-functional collaboration Report close status and key metrics to the CAO on a regular cadenceSteward the accuracy and integrity of the general ledger across all operational accounting areas (excluding Revenue and AR) Balance Sheet Reconciliation Oversee the comprehensive balance sheet reconciliation program, ensuring all accounts are reconciled timely, accurately, and in accordance with company policy Monitor and drive resolution of aged or unresolved reconciling items; escalate as appropriate Serve as a primary point of contact for external auditors on various types of inquiries Payroll Accounting Provide accounting oversight for all payroll-related activity, including accruals, benefits, equity compensation, and payroll tax liabilities Partner with HR and Payroll Operations to ensure accurate recording and reconciliation of all compensation-related costs Manage payroll-related balance sheet accounts and support internal and external audits Cash Reconciliation Oversee the end-to-end cash reconciliation process across all bank accounts and payment platforms Ensure timely identification and resolution of reconciling items in collaboration with Treasury Maintain strong controls around cash accounting and reporting Accounts Payable Lead the AP function, ensuring accurate and timely processing of vendor invoices and employee expense reports Manage 1099 and other regulatory compliance requirements Enforce payment controls and segregation of duties; drive AP automation and process efficiency initiatives Oversee the accounting for all procurement activities, including Angi’s purchase order process and corporate card program. Partner with Procurement and Legal to ensure proper accounting treatment for contracts, spend commitments, and vendor arrangements Leadership & Team Development Manage, mentor, and develop a high-performing team of accounting leaders and staff across all functional areas Contribute to the broader accounting strategy and represent the function in cross-functional leadership forums Serve as a primary liaison to external auditors for all operational accounting areas during quarterly reviews and annual audits Support ERP upgrades, system implementations, and finance transformation initiatives Own SOX compliance, internal control documentation, and remediation efforts across all areas of responsibility Who you are: 12+ years of progressive accounting experience, with at least 4 years in a senior leadership role managing teams across multiple accounting functionstries CPA certification, with a Big 4 or large regional public accounting background Deep technical knowledge of US GAAP, with hands-on experience across GL, close management, payroll accounting, cash and accounts payable. Prior experience in a publicly traded company with SOX compliance responsibilities A strong track record of driving operational efficiency, close accuracy, and process consistency at scale Strong leadership and people development skills, with the ability to build a high-accountability team culture that embraces the use of AI Excellent communication and cross-functional collaboration skills Proficiency in ERP platforms (NetSuite experience is preferred) Nice to have: Experience in technology, marketplace, or home services industries Exposure to multi-entity or multi-currency accounting environments Compensation & Benefits: The base salary band for this position ranges from $175,000-$240,000, commensurate with experience and performance. Compensation may vary based on factors such as geographic location. This position will be eligible for a competitive year end performance bonus & equity package Full medical, dental, vision package to fit your needs Flexible vacation policy; work hard and take time when you need it Pet discount plans & retirement plan with company match (401K) The rare opportunity to work with sharp, motivated teammates solving some of the most unique challenges and changing the world We value diversity We know that the best ideas come from teams where diverse points of view uncover new solutions to hard problems. We welcome and value individuals who bring diverse life experiences, educational backgrounds, cultures, and work experiences. Our hiring process may utilize artificial intelligence (AI) tools to assist in candidate screening and assessment. Our AI tools are designed to complement, not replace, human decision-making.

Description Title: Senior Closing and Escrow Services Officer Employee Status: Full Time Exempt Salary: Grade 3 Starting range of $55,500 - $69,400 |Indiana Starting range of $61,600 - $77,000 |Chicago | Detroit Reports to: Manager of Escrow Matrix Reporting: Manager of Closing Department: Capital Solutions Location: Indianapolis In; Chicago, IL; Detroit, MI Hybrid Remote: In office: T/W | Remote: M/Th/F Department Function: Maintain a program of flexible loan products to organizations serving low-income communities; design programs to assist the target market in obtaining financing. The Organization IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and healthy food grocery operators. Staff contribute extensive business experience and an unrivaled connection to the mission of IFF to the clients we serve. Equity, Diversity, and Inclusion Partnering to create thriving communities is at the heart of everything we do. We leverage knowledge, capital, and resources to advance equitable and transformational outcomes in under-resourced communities, guided by our commitment to be an inclusive, anti-racist and anti-oppressive institution that honors communities as asset-rich and as experts in their own stories. Basic Job Function The Senior Closing and Escrow Services Officer coordinates and facilitates the loan closing process and loan advances related to construction projects or other multiple loan advances. Careful documentation and file retention is a critical function. IFF is looking for candidates with a commitment to the work we do who can demonstrate their creativity, diligence, enthusiasm, growth-mindset, thoughtfulness, and passion to make meaningful change in the areas of economic and racial justice. Requirements Core Responsibilities: 1. Coordinates all construction loan closings for Capital Solutions. May also assist with other loan closings for Affordable Housing, NMTC or other special loan programs as appropriate. • Interacts directly with customers on loan closing requirements, closing and construction loan process., • Develops closing checklists and collects required due diligence documentation., • Maintains and reviews loan-closing documents and payout files., • Works with IFF attorneys and/or outside legal counsel in all aspects of loan document preparation and review of other items for closings. 1. Maintains and reviews construction loan documents and payout files for all Capital Solutions construction loans. • Reviews construction payout packages which may include owner’s sworn statements, contractor invoices and change orders, lien waivers, and construction budgets to assure they support the amount of funding requested for accuracy and completeness,, • Collaborate with borrower set up accurate construction budget to get towards project completion complying with loan approval., • Works with title company and escrow agent to establish construction escrows and advances., • Engages and review reports from independent third-party inspection reviewer to support construction loan advances., • Assists in establishing loan advance disbursement schedule., • Work directly with borrowers to resolve budget, documentation, or payout concerns., • Works with IFF attorneys to collect post-closing documents from title companies and outside attorneys., • Uses IFF systems including Microsoft Dynamics CRM, Microsoft Office, Microsoft Outlook, LoanWare in performing job duties and responsibilities., • Maintains required job knowledge and skills and core professional competencies. Attends and participates in required educational programs and staff meetings., • Performs other duties as assigned. 1. Demonstrates a commitment to equity, diversity, and inclusion. Promotes an environment of empathy and respect, ensures the inclusion of all team members, and will actively engage in EDI events and learning opportunities., 2. Perform other duties as assigned. Performance Measures: 1. Timely completion of loan closings and construction payout production to meet department goals., 2. Accurate and complete loan documentation in organized files during and after loan closings and for construction loan advances., 3. Efficient use of time and ability to manage multiple tasks., 4. High level of customer satisfaction with respect to loan closings and loan disbursement., 5. Cultivates a culture of openness in information sharing. Encourages open communication, cooperation, and the sharing of knowledge., 6. Models personal accountability that promotes ownership and engagement., 7. Builds and maintains effective working relationships with colleagues, peers and team members., 8. Values and supports differences in others, contributing to an inclusive work environment. Demonstrates the ability and willingness to communicate effectively with people of diverse backgrounds and experiences to create a collaborative, collegial, and caring community., 9. High level of satisfaction with both internal colleagues and external contacts. Position Qualifications: Education: Bachelor’s or Associate Degree required in business administration or finance, or a paralegal certification preferred. Knowledge of construction practices and terminology. Minimum of five+ years experience in commercial loan closings, commercial loan operations and/or construction loan funding with a financial institution and or title company. Experience with multifamily closings is desirable. Previous Experience: Direct experience with commercial lending, construction, or construction loan funding; excellent customer service and communication skills for one-on-one interaction with borrowers; ability to manage multiple projects; ability to learn and use a wide variety of computer software including word processing, database programs, spreadsheets, customer management, email and bank systems; good communication (written and oral) and interpersonal skills. Additional Requirements: Minimal regional travel may be required. IFF does not offer the following: • relocation package, • 100% remote, • provide sponsorship to applicants who require or will require a work permit. Check off only some boxes in the requirements listed above. Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every qualification. So, if you're excited about this role, we encourage you to apply. Application Instructions: Please visit the Careers section of our website to apply online. Both a resume and cover letter are required. IFF values equity, diversity, and inclusion as part of its mission to strengthen nonprofits and the communities they serve. IFF is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.