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Job DescriptionGHJ Search and Staffing serves as the recruitment division of GHJ, a prominent national accounting and advisory firm. Our team provides qualified Accounting and Finance professionals on a temporary and permanent basis across a broad range of industries. GHJ’s relationship with our Global Advisory and Accounting Network provides the resources needed to better understand client’s needs, attract a higher caliber of candidates and assess candidate potential. Are you an analytical accounting professional ready to contribute to a dynamic, hands-on team? This is an exciting opportunity for an Accounting Analyst to join a global manufacturing organization recognized for innovation, sustainability, and excellence in quality. As an Accounting Analyst, you’ll play a critical role in ensuring the accuracy and integrity of financial information while supporting process improvements and internal controls. You’ll collaborate closely with the Controller, Production Department, and IT team to analyze costs, investigate variances, and provide insights that help the business operate efficiently and effectively. This organization has been setting the standard in its industry for over four decades — known for eco-conscious innovation, superior products, and a commitment to excellence at every level. Their focus on continuous improvement extends from quality systems and ISO-certified operations to the people who make it all happen.What We’re Looking For: • Strong critical thinking skills and understanding of basic accounting concepts (debits and credits), • High-level knowledge of US GAAP, • Proficiency in Microsoft Excel and familiarity with Microsoft Office Suite, • Ability to quickly learn industry-related regulations and apply them in written reports, • Comfortable preparing and delivering reports to management, • Bachelor’s degree in accounting, finance, business, or a related field, • 4+ years of accounting experience, • CPA preferredWhat You’ll Do:, • Perform cost analysis and investigate accounting irregularities, • Collaborate with Production to review monthly plant expenses, • Prepare journal entries and perform account reconciliations in accordance with GAAP, • Review accounts to resolve unusual items and variances, • Support annual external audits with necessary documentation, • Assist in developing improvements to internal policies, procedures, and processes, • Liaise with IT to implement improvements to the accounting system, • Prepare, review, and audit internal payment requests for accuracy, • Support Controller with income and other tax filings, • Assist with month-end close and ad hoc reporting or analyses, • Maintain up-to-date knowledge of regulatory requirements and accounting best practicesWhat You’ll Enjoy:, • Traditional business formal environment (with casual Thursdays), • 8:30 AM – 5:30 PM schedule, Fridays work from home, • Comprehensive benefits: medical, dental, vision, 401(k) match, pension plan, disability coverage, FSA, tuition reimbursement, • Convenient on-site parkingJoin a company where innovation meets integrity — where you’ll be empowered to analyze, improve, and shape accounting processes while contributing to a mission that values excellence, sustainability, and people. Bring your expertise and curiosity as an Accounting Analyst to a team that makes a difference every day. #GHJSS #LI-AS1

Job Description Experience level: Mid-Senior Experience required: 8+ years Education level: Bachelors degree Job function: Information Technology Industry: Information Technology & Services Employment type: Contract (100% Onsite) Pay rate: $55/hour Openings: 1 Relocation assistance: No Visa sponsorship: Not available Job Summary We are seeking a seasoned PowerPlan Application Analyst with a strong background in enterprise applications such as SAP or EAM. This position is 100% onsite and focuses on supporting and enhancing PowerPlan solutions for capital projects, capital budgets, fixed asset accounting, and business tax software. The ideal candidate will have hands-on experience implementing, supporting, or optimizing PowerPlan products, combined with deep technical skills in SQL, PowerBuilder, and .NET. Youll collaborate closely with internal teams to drive continuous improvement in business-critical systems and ensure seamless integration with enterprise platforms like SAP. Key Responsibilities * Gain and maintain a strong understanding of how PowerPlan applications solve key business challenges. * Develop expertise in 12 PowerPlan modules; support and optimize functionality for enterprise users. * Provide day-to-day support for PowerPlan applications and integrations with SAP and other ERP/EAM systems. * Develop and maintain technical proficiency in SQL, PowerBuilder, .NET, and related tools (C, ABAP, etc.). * Work closely with finance, IT, and operations teams to ensure accurate and compliant data across capital projects, budgets, and asset management. * Contribute to system design, testing, and implementation for PowerPlan enhancements and new deployments. * Participate in operational initiatives and provide input to improve performance, process efficiency, and end-user experience. * Demonstrate a strong team attitude, communication skills, and proactive problem-solving mindset. * Must Have Qualifications * 8+ years of experience managing and supporting enterprise-level financial or ERP applications. * Hands-on experience with PowerPlan softwareimplementation, configuration, or support. * Deep understanding of capital projects, capital budgets, fixed asset accounting, or business tax software. * Proven experience with ERP or EAM systems, including SAP. * Strong proficiency in SQL, PowerBuilder, and .NET; familiarity with C or ABAP is a plus. * Bachelors degree in Computer Science, Information Technology, Engineering, Finance, or a related field. Preferred * Prior experience supporting regulated industries such as energy, utilities, or telecommunications. * Exposure to large-scale system integrations and enterprise application modernization projects. * Excellent communication skills for collaborating with both technical and business stakeholders. Additional Notes * Candidates must be local and willing to work onsite. * Resume must be in PDF format. * Remove any LinkedIn URL from the resume prior to submission. * Former TCS full-time employees are not eligible for rehire. * Contractors previously engaged by TCS must observe a 6-month waiting period before re-engagement.

Job Description The Application Support Analyst will support and optimize our core business applications. This role will be responsible for maintaining, troubleshooting, and improving our ERP platforms – IQMS, Radius and Label Traxx – and their integration through the Celigo (IPaaS) platform into NetSuite Financials. The Application Support Analyst will require a meticulous professional with strong analytical skills, a passion for process improvement and the ability to work cross-functionally with operations, finance, and IT teams. The ideal candidate will bring deep expertise in at least one of the ERP systems and the ability to learn and support other applications used in the printing and packaging industries. Essential JOB DUTIES Essential job functions and duties include, but are not limited to, the following: • Application Support & Administration:, • Serve as the primary contact for troubleshooting and resolving systems issues across IQMS, Radius, Label Traxx, Celigo and NetSuite., • Manage application configuration, setup, and administration, including security roles and user permissions., • Integration & Data Management:, • Collaborate with IT and business stakeholders to manage data migrations, imports, and systems updates., • Ensure accuracy, completeness, and consistency of data across systems., • Monitor and maintain integration between ERP Systems and NetSuite via Celigo., • Process Improvement & Optimization:, • Partner with department leaders to gather requirements for new features, reports, and enhancements., • Document business processes and develop standard operating procedures., • Evaluate current workflows and recommend solutions to improve efficiency and scalability., • Project Management & Change Enablement:, • Support system upgrades, new implementations, and technology rollouts., • Manage vendor relationships, escalate technical issues, and coordinate with external support., • Provide end-user training and change management support., • Reporting & Analytics:, • Build, maintain, and distribute operational and financial reports to key stakeholders., • Ability to think creatively and solve problems in a dynamic and fast-paced environment., • Strong analytical, problem-solving, and strategic thinking skills., • Excellent oral and written communication (Bilingual a plus) and people skills, with the ability to collaborate with cross-functional teams and communicate technical information to non-technical stakeholders., • Proficient computer skills and knowledge applicable to the job (i.e., Microsoft Word, Excel, Power-Point, Internet, email), as well as proficiency in the use of in-house programs and applications., • Proficiency in ERP/financial systems administration and user security management., • Bachelor’s degree in information systems, Computer Science, Business Administration, or related field. (Masters preferred)., • 5+ years of experience in business applications support, systems analysis, or ERP administration., • Hands-on-experience with at least one of the applications: IQMS, Radius, Label Traxx, or NetSuite preferred., • SQL query experience and reporting tool knowledge (e.g., Tableau, Power BI) a plus, • Familiarity with integration platforms (Celigo IPaaS preferred) and data workflows. The essential functions of this job require the employee to perform the following physical activities during work: • Sitting: Majority of the time will be spent sitting at a desk while working on a computer or handling paperwork. Sitting is required for extended periods (e.g., "Must be able to sit for long periods, typically 6-8 hours per day")., • Standing and Walking: Periodic standing and walking may be required (e.g., "Occasional standing and walking within the office to access files, office equipment, or attend meetings")., • Lifting and Carrying: Light lifting may be necessary (e.g., "Must be able to lift and carry office supplies or documents weighing up to 20 pounds")., • Reaching, Bending, and Stooping: Describe any occasional reaching or bending (e.g., "Frequent reaching above and below shoulder level to access files or office supplies; occasional bending and stooping to retrieve items from lower drawers or cabinets")., • Manual Dexterity: Fine motor skills for managing paperwork, using a keyboard, mouse, and other office equipment (e.g., "Frequent use of hands for data entry, typing, and operating office equipment such as printers and copiers")., • Visual Demands: Requirements for reading and computer work (e.g., "Must have sufficient visual acuity to read documents, spreadsheets, and emails on a computer screen for extended periods")., • Hearing and Speech: Communication abilities needed (e.g., "Ability to hear and understand conversations in person or over the phone; clear speech to communicate effectively with colleagues and clients").

Job Description Job Title: Conflicts Analyst Location: Los Angeles, CA 90071 Salary/Payrate: Commensurate with experience + AWESOME benefits!!! Work Environment: On-site Term: Permanent / Fulltime Bachelor’s degree required: PREFERRED Referral Fee: AMS will pay $500 should the person you refer gets hired This opportunity at our Law Firm client is open for Litigation Paralegals, Corporate Paralegals or Conflicts Analysts who are seeking to grow their career in the compliance field. JOB DESCRIPTION #LI-GP1 This role contributes to our client’s efforts to respond to client requirements and inquiries. The Analyst prepares responses to clients’ auditor inquiries; manages the documentation of client agreements (e.g., outside counsel guidelines; master service agreements), and coordinates responses to clients’ third-party vendor assessments and compliance surveys. The Analyst reports to the Client Compliance Manager and works across offices directly with attorneys and staff to coordinate the gathering and recording of information. The analyst accomplishes these responsibilities by developing a comprehensive understanding of Our client’s policies and procedures as well as a basic understanding of legal matter lifecycle. The Analyst assists with the implementation of automated workflows and the development of digital libraries utilizing software such as Intapp and iManage. The role requires a familiarity with several administrative functions, including billing, financial services, and new matter services. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Utilizes IntApp to manage the lifecycle of an audit letter response which includes but is not limited to distributing timekeeper surveys; reviewing timekeeper responses; drafting audit response letters; coordinating required approvals; and filing finalized letters and supporting documentation in the Firm’s document management system., • Monitors the audit letter queue in IntApp for audit requests across the Firm; serves as a resource to Office-Based audit letter personnel; trains and develops Office-Based support personnel as requested., • Analyzes documents submitted into IntApp Terms for Business (IntApp Terms) and determines which documents require further review; Conducts a preliminary review of client agreements by highlighting key terminology; escalates provisions needing further review as needed., • Manages IntApp Terms by recording finalized versions of client agreement and tagging relevant provisions; Coordinates with attorneys and staff to confirm client agreement to proposed revisions; assists with preparation of reports covering trends and common provisions across outside counsel guidelines., • Assists with the development and maintenance of a response bank for clients’ third-party vendor assessments and compliance surveys., • Performs various duties and special projects as assigned by the Client Compliance Manager, Associate Director of Client Compliance, and/or Firm Director of Client Services. EDUCATIONAL/JOB EXPERIENCE REQUIREMENTS: • Bachelor’s degree preferred., • A minimum of two (2) years of experience at large law firms working within Conflicts/New Matter Services preferred., • Position is well suited for individuals with a well-rounded understanding of legal administration, including matter lifecycle and billing/finance., • Experience with Microsoft Office suite required., • Experience with Intapp software solutions or another automated workflow is strongly preferred., • Experience with Document Management Systems (DMS), specifically iManage, preferred. ESSENTIAL KNOWLEDGE, SKILLS, AND ABILITIES: • Strong organizational skills., • Strong attention to detail., • Good judgment., • Strong interpersonal communication skills., • Strong analytical and problem-solving skills., • Able to work harmoniously and effectively with others., • Able to preserve confidentiality and exercise discretion., • Able to work under pressure., • Able to manage multiple projects with competing deadlines and priorities.

Job DescriptionSalary: Academic internship unpaid Roman Group and Rosano Partners, a leading commercial real estate investment and brokerage firm, is seeking candidates for our 2024 Summer Internship class based in the Los Angeles office. The internship program is designed to provide hands-on experience with the intent of extending a full-time opportunity for those who envision a lucrative career in real estate investments. Our Summer Analyst Interns will be responsible for supporting and collaborating with various departments (Acquisitions, Asset Management, Property Management, and Operations) which will provide a well-rounded insight into all facets of commercial real estate investing and brokerage. Duties and Responsibilities: • Identify, research, and analyze a variety of acquisition opportunities including multifamily, development, retail, and hospitality., • Assist in underwriting acquisition opportunities using a financial model, • Perform detailed market analysis of sales comps, rents, operating costs, real estate taxes to determine project feasibility., • Prepare and audit financial reports that will be presented to senior management, prospects, and clients for review., • Create offering memorandums and marketing packages for qualified investment opportunities., • Assist in all operations and ad-hoc assignments. Minimum qualifications: • Recent graduate or undergraduate students and rising seniors, • Must be local to Los Angeles with the ability to commute and work in office, • Strong analytical skills with attention to detail using MS Excel and PowerPoint, • Self-motivated individuals with a can-do attitude and ability to handle multiple tasks in a fast-paced environment, • Excellent verbal and written communication skills, phone etiquette, and learning aptitude

Job DescriptionSalary: $85,000 - $120,000/annual DOE The Associate will play an important role on analyzing property-level transactions including capital renovation/reposition projects, leasing activity, operations, financing events, dispositions, and recapitalizations. The role will also support the evaluation and execution of acquisitions & developments alongside senior management. The Associate will be involved in all aspects of the deal process including financial analysis, market research, due diligence, financing, business plan development, and closing. Additional responsibilities will include preparing property-level and investor-level reports, tracking property-level budgets and performance against relevant benchmarks, as well as ad-hoc analysis to support the asset management and acquisitions teams for both existing and new investments. ESSENTIAL FUNCTIONS: The list below is intended to summarize most of the major duties and responsibilities of this position and may be modified by Management as deemed appropriate. Each employee may not be required to perform all the duties listed, and cross training may be applied. Asset Management • Support asset management activities, including repositioning strategies, refinancings, and dispositions, • Prepare and present quarterly and annual asset management and portfolio reports, cash flow forecasts, and waterfall distribution analyses, • Provide recommended solutions to any operational issues that could impact the financial performance of an asset, • Manage and track portfolio and asset performance & compliance, including portfolio sensitivities on financing, operations, and leasing to assist senior management and investment partner review of strategic and risk management decisions, • Assist with investment and accounting teams to assess cash flow needs, capital requirements, and property-level distributions on a monthly basis, • Build and maintain detailed financial models utilizing Excel and Argus for acquisition and development projects that incorporate various scenarios, capital structures, and cash flow distribution waterfalls, • Monitor the management of capital renovation projects and operating activities, • Analyze proposed leasing transactions for deal approvals and interface with brokers, • Manage workflow with on-site personnel, property management, and accounting teams MARGINAL FUNCTIONS: • Attend meetings and training as required., • Any other duties as assigned by your supervisor which are necessary for the continued operation of the company. QUALIFICATIONS: Education: • 5 to 7 years minimum experience in either a real estate role (asset management, acquisitions, development, structured finance, investment sales) or advanced financial role (investment banking analyst program, management consulting, Big 4 accounting), • Experience with Argus is preferred, but not required Technology: • Proficient in Microsoft Office; specifically, Excel, Word and PowerPoint, • Computer literate able to prepare correspondence, access information from property management software and conduct business via e-mail and internet., • Ability to meet stated objectives in an effective and timely manner, • Ability to connect with and to create positive relations with clients and senior management, • Solid analysis, ability to articulate assumptions, conclusions, and recommendations, • Meticulous attention to detail, superior work quality, • Occasional travel (Western US & Texas) COMPETENCIES: • Integrity, • Reliability, • Adaptability, • Communication, • Planning & Organizing, • Analysis / Accuracy / Detail Orientation, • Critical Thinking / Problem Solving, • Teamwork, • Mathematical Aptitude, • Systems Orientation, • Computer Literacy

Job DescriptionOur client is a fast-growing tech company operating at the forefront of the electric vehicle infrastructure space. With a presence across North America and a unique software-driven approach, the company is transforming how businesses and consumers interact with charging. Their platform allows organizations to offer seamless, app-free charging while driving efficiency and customer engagement. This is a high-performance, mission-driven environment defined by fast growth, continuous innovation, and a collaborative culture. They are seeking a detail-oriented and strategic Senior Analyst/Manager of Financial Planning & Analysis (FP&A) to join their Finance team. This role reports to the Director of Finance and works closely with leaders across the company. This is an in-person role in Santa Monica. Responsibilities • Design and maintain financial models, reports, and dashboards to support decision-making, • Consolidate and reconcile financial data from multiple systems and teams, • Prepare monthly reporting packages with variance analysis and insights for department leaders, • Support the monthly close process and summarize results for management, • Partner with cross-functional teams on business cases, cost/benefit analyses, and strategic initiatives, • Translate complex data into clear insights and actionable recommendations, • Provide financial forecasts and scenario analysis to guide planning, • Contribute to other finance-related projects as needed Qualifications • 3+ years of professional experience in finance, accounting, or related fields, • Bachelor's degree in Finance, Accounting, Business, or a comparable discipline (preferred), • Prior FP&A experience with strong budgeting and analysis skills, • Strong attention to detail with the ability to manage competing priorities, • Advanced Excel skills, with proven financial modeling expertise, • Excellent communication skills, including the ability to present to senior stakeholders, • Background in companies that sell or manage physical products (e.g., electronics, retail, e-commerce, IoT), preferred, • Experience helping implement new financial processes in a scaling or startup environment Compensation: Targeting a base salary of $110-140k + bonus

Job Description About Lincoln Avenue Communities Welcome to Lincoln Avenue Communities (LAC)—a leading, mission-driven real estate private equity firm dedicated to strengthening communities through the development and preservation of affordable housing. As a vertically integrated developer, investor, and long-term operator, we deliver sustainable, high-quality homes to lower- and moderate-income individuals, seniors, and families across 30+ states. Our growing portfolio—more than 180+ properties and 30,000+ homes—reflects our commitment to long-term impact, operational excellence, and resident well-being. LAC is proud to be recognized as an industry leader, recently ranked No. 1 on Affordable Housing Finance’s 2025 AHF 50 list of top developers. Our approach combines strategic investment, thoughtful design, and community partnerships to deliver housing solutions that foster stability, opportunity, and resilience. Our Internship Program Our internship program goes beyond the ordinary. Here, you won’t just be a participant but an integral part of our innovative projects, learning and growing in an environment that fosters creativity and independence. If you share our vision of raising the standards in affordable housing, we invite you to embark on this journey with us. Let’s build a future where your ideas matter, your skills are honed, and your impact is real. Our ten-week paid Summer Internship Program is based out of our Santa Monica headquarters. We developed the program for students to gain practical training and hands-on experience to meet their educational goals and prepare for their professional careers in real estate. Throughout the last several years, we’ve carefully curated a meaningful and impactful internship program. Our goal is to provide you with a dynamic and engaging learning experience and the opportunity to develop while having dedicated support around you. About The Program • Program Length: 10-week, full-time paid summer internship, • Dates: June 1 – August 7, • Compensation: Paid internship with additional living stipends available, • For students not based in Los Angeles: living stipend to help cover housing costs, • For LA-based students: may also be eligible for a stipend to reside on the Westside, • Work Arrangement: In-person role; expected to be in the office 4–5 days per week for the duration of the program About This Role Lincoln Avenue Communities (LAC) is looking to hire a summer analyst to join our Originations team based in Santa Monica. Our Origination team is where it all begins with the transaction process of our real estate assets – the team’s main responsibility is to source deals for LAC and work closely with our Development team through the underwriting process to manage our pipeline. Through detailed research and outreach, as well as a light marketing process, the team’s goal is to keep a steady pipeline of deals flowing through the pipeline while also developing relationships for the firm. We are looking to hire a junior student (graduating in 2027). What You’ll Do As an Originations Summer Analyst, you will work closely with your colleagues to source and build new opportunities for the acquisition of qualified Multifamily Affordable Housing properties (individual assets and portfolios) throughout the United States. Through cold calling, emailing campaigns, and other means of sourcing, in this role, you will build, cultivate, and manage relationships with high-target contacts by leveraging and growing a national network and uncovering proprietary deals for the acquisitions team. This role is critical to the growth of Lincoln Avenue Capital and is a valuable contributor to the ongoing success of the organization. You will shadow and assist Analysts and Associates on the following duties: • Proactively originate and analyze new opportunities for the acquisitions team to consider for purchase, • Effectively manage relationships, • Build and maintain a robust pipeline of new opportunities Identify potential deals and cultivate value-add relationships by effectively differentiating the company’s unique value proposition., • Administer outreach sequences and assist with follow-up on leads, • Help maintain CRM contact database to prospect for new deals What We’re Looking For This role requires both financial acuity and strong communication skills -- this role is also for an individual with a passion for real estate and sales. • Ability to operate with a mindset that takes full ownership of their role and responsibilities while collaborating with the rest of the team., • Thrives in a fast-paced environment., • Great time management skills and the ability to execute potential investments quickly., • Good presentation and communication (oral and verbal) skills., • Impeccable organization and follow-through skills., • Leaves no stone unturned and has a natural drive to build relationships., • Excellent analytical and critical thinking skills.

Job Description SUMMARY The Senior Compliance Analyst is responsible for duties within the Compliance Department and assisting the Compliance Manager as directed. The individual follows the Company’s Compliance Management Program (CMP) to ensure conformity and adherence with all applicable state and federal laws, regulations, and policies and procedures. Additionally, this individual reviews and analyzes key elements of the CMP within their area of purview. Responsibilities of this position include supervising and managing the monitoring process according to internal procedures and schedules, as well as monitoring key activities, independent quality control reviews, and quality control oversight of business units in adherence to compliance standards. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA(Gramm-Leach-Briley Act) , Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd–Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Commits to identifying relevant compliance matters in a supervisory role and escalates them for awareness and/or potential action as appropriate to the Compliance Officers / Manager., 2. Assists in facilitating compliance risk management within the context of disciplined planning, oversight, escalation, and the decision-making processes., 3. Remains up-to-date of regulatory changes, industry standards and best practices; updates compliance department policies and procedures accordingly., 4. Assists with updates and maintenance Compliance department procedures, in accordance with Board approved policies and regulatory standards., 5. Assists the Compliance Officers / Manager in maintaining and updating the Company’s Compliance Resource Library, ensuring timely revisions., 6. Ensures identified deficiencies are addressed, tracked, remediated and monitored for closure as required by Compliance Monitoring & Testing., 7. Escalates a risk, issue or concern to the Compliance Officers / Manager, in accordance with the Company’s Escalation Process., 8. Assists in exam coordination, provides required reports including compiling necessary information and/or documentation., 9. Routinely identifies, communicates and assesses regulatory changes in order to effectively communicate to impacted business units/employees throughout the organization., 10. Applies new preventative techniques and methods that identify compliance and legal exposures to the Company based on regulatory changes., 11. Monitors processes and schedules within their assigned area in accordance with the Board approved schedule and in response to external or internal findings., 12. Monitors assigned action plans as part of the Compliance Monitoring and Testing Program by non-compliance or deficiency findings that may be identified through regulatory exams, internal or external audits, compliance monitoring, and employee discovery, 13. Completes applicable mandatory compliance training each year in a timely manner including business unit specific compliance training, as directed., 14. Assists with research, development and design of effective compliance training programs in accordance with Board approved policies and regulatory standards as assigned., 15. Keeps up-to-date of compliance issues and risks, regulatory changes, compliance policies and procedures, monitoring and testing results, etc. in order to identify and address gaps in controls., 16. Prepares meaningful and timely reports as required under management practices., 17. Works collaboratively with other employees to support the overall objectives of the department., 18. Interacts appropriately and professionally with Regulators and auditors., 19. Encouraged to participate in community development activities outside the organization in support of the Company’s Community Reinvestment goals., 20. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions., 21. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action., 22. Follows policies and procedures; completes tasks correctly and on time; supports the company’s goals and values., 23. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct., 24. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bachelor’s degree preferred and 5 or more years of related experience and/or training; or the equivalent combination of education and experience within the financial industry., • Intermediate skills in computer terminal and personal computer operation, mainframe computer system, word processing, typing and spreadsheet software programs to meet the needs of the position., • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs., • 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, and speak clearly to customers and employees., • Thorough understanding of management procedures; ability to plan department or Company activities (setting objectives, developing strategies, budgeting, and developing policies and procedures); initiative to organize various functions necessary to accomplish department or Company activities; effectively staff (selecting, training and developing employees); directing employees towards the desired objectives (delegating, motivating, resolving problems); controlling the function (developing performance standards, measuring results, taking corrective action and rewarding employees as appropriate)., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with no supervision while performing duties. Pay $66,725 - $90,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate’s current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company’s sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on January 31, 2026.