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Founded in 2005, CIFC Asset Management LLC (together with its affiliates, “CIFC” or the “Firm”) is a global credit manager with $40+ billion in assets under management. CIFC focuses across multiple disciplines including CLOs, structured credit, corporate credit, and opportunistic credit, as well as direct lending. Headquartered in New York, and serving over 400 investors globally, we have approximately 200 employees with over 95 investment professionals averaging 14 years of credit experience. We are guided by a rigorous investment process, with an acute focus on downside risk protection and bottom-up fundamental credit research applied across our disciplines. For more information, please visit CIFC’s website at ___ The CIFC Administration group reports to the Head Administration Officer and is responsible for providing superior support. The group works together as a team, covering and backing up one another to ensure smooth coverage of all the firms’ needs. Responsibilities: • Greet guests and direct them to appropriate conference rooms, • Contact CIFC host when guests arrive, • Answer incoming calls, • Assist in preparation of marketing materials for meetings (binding books), • Efficiently maintain conference room calendar, • Provide and facilitate catering for meetings, investor luncheons, etc., • Liaise with building regarding issues or needs, communicating directly with building maintenance or support personnel, • Register guests with building security, • Serve beverages to guests, • Obtain ID cards for new employees and replacements as needed, • Order business cards for employees, • Sort and distribute mail and packages, • Mail and FedEx (i.e. postage, airbills, Certified Mail, etc.), • Maintain and tidy copy rooms and pantries, • Orders office supplies and pantry items, • Stock copy rooms and pantries, • Assist other admins with special projects as needed, • Communicate with vendors when equipment repairs are needed, • Assist in coordinating firmwide events Qualifications: • Education: Bachelors Degree, • Financial Services experience a plus, • Organized and has the natural ability to multi-task and balance priorities, • Upbeat disposition, eager to assist employees / clients, • Excellent communicator; both written and verbal, • High attention to detail, and dedication to follow tasks through to completion, • Professional presentation, ability to interface with senior executives, • Strong problem-solving skills and work ethic, • Self-starter, ability to take control and manage tasks appropriately, • Knowledge of Microsoft Office Suite; Word, Excel, and PowerPoint

Natixis is seeking a highly accomplished Senior Credit Risk Officer, an Executive Director / Team Leader, to direct our credit risk operations for Latin America Corporate and Structured Finance / Project Finance within the Americas. This pivotal leadership role will be instrumental in guiding our credit risk team and defining our strategic approach to significant financial transactions across Latin America. This position offers the opportunity to lead a dedicated Latin America credit risk team. You will be responsible for critically assessing and communicating credit risk opinions, complemented by conducting comprehensive market and financial analyses of clients. Your expertise will be vital in evaluating new transactions proposed by our front office groups and in performing annual reviews of existing exposures, with a particular focus on Corporate and Structured Finance transactions throughout Latin America. Key Responsibilities: • Act as the primary senior credit risk authority, engaging with diverse Front Office Teams, including those based in New York and throughout Latin America, such as the Latin America Infrastructure and Project Finance Teams and the Latin America Corporate and Global Trade Teams. You will also collaborate with other Front Office teams, notably the Aviation team, the LBO / Leverage Finance team, and associated product groups like the commodity and interest rate hedging desks., • Develop and present authoritative credit risk opinions, or guide more junior members of the Latin America credit risk team in their preparation. This includes conducting thorough market and financial analyses of clients in the Americas, primarily Latin America, evaluating proposed transactions from front office groups within business lines such as Corporate and Structured Finance transactions in the Americas, encompassing Infrastructure Finance, Corporate Finance/Coverage, and to a lesser extent, Aviation., • Deepen your expertise in the industries and transaction structures that are central to Natixis's focus within Latin America., • Function proactively as a second line of defense, diligently monitoring a selected subset of the Latin America portfolio through the creation of detailed credit risk opinions for Annual Reviews, Quarterly Reviews, Watchlist Fiches, Amendments, waivers, and One-Off type requests., • Significantly contribute to the ongoing enhancement and optimization of the credit risk processes and templates employed by the bank., • Anticipate, identify, and proactively report any credit events that may lead to a covenant breach or a demonstrable deterioration in credit risk for underlying borrowers or industries., • Assist in the preparation of select portfolio updates, delivering insightful analyses on topics of strategic importance to the bank's general management., • Identify and thoroughly evaluate credit risks presented by new client proposals across key sectors including Corporate and Structured Finance (Infrastructure & Project Finance, Corporate Finance/Coverage, and Aviation)., • Formulate and articulate risk recommendations that are both sound and demonstrably aligned with the bank's established risk appetite., • Clearly communicate to senior management what risk parameters are deemed acceptable, unacceptable, and any structural elements that would enhance the proposal if incorporated., • Draft comprehensive credit risk opinions for new transactions, annual/quarterly reviews, and waiver and amendment requests, strictly adhering to lending policy requirements., • Conduct in-depth industry studies and perform or request financial model sensitivities as needed to support robust credit risk analysis and inform recommendations to senior management., • Collaborate seamlessly with various internal bank groups, including Front Office Origination, DRAS (Workout), AMP (Portfolio Management), Loan Review, and Credit Surveillance & Analytics., • Cultivate and maintain strong, constructive relationships with business unit contacts to ensure responsiveness and effective prioritization of the pipeline for new counterparty on-boarding., • Operate in close coordination with Latam Front Office and Latam Syndication Teams in New York and across Latin America (Chile, Colombia, Brazil, Mexico), as well as the Country Risk team at Head Office., • Ensure ongoing compliance with credit risk processes and Lending Policy requirements through to and beyond credit approval., • Actively monitor the credit risk performance of a designated portfolio of existing accounts., • Author detailed credit risk opinions in connection with Annual Reviews, Quarterly Reviews, Watchlist Fiches, Amendments, waivers, and One-Off type requests for the assigned portfolio subset., • Closely track credit events such as covenant breaches and efficiently process credit alerts generated by our systems., • Maintain accurate and up-to-date internal and regulatory ratings, alongside watchlist classifications. Qualifications: • Possess 10 to 15 years of progressive experience in credit risk or front office roles within a banking, insurance, or large corporate/credit agency environment., • A Bachelor's degree in Finance or a related field is required; an MBA in Finance or a related field is strongly desired., • Demonstrate a strong command of the banking system and a deep understanding of financial products and instruments, including medium to long-term loans, trade finance, structured finance, and capital markets., • Hands-on working experience in the diverse sectors and industries where Natixis actively focuses in Latin America, such as Renewable Energy & Energy in general, Project Finance, Transportation, and Corporate Finance, is highly desired., • Showcase in-depth knowledge and proven ability in credit risk analysis, financial analysis, understanding of transaction structures, and cash flow modeling., • Proficiency in Spanish and/or Portuguese would be a distinct advantage., • Candidates should possess an open-minded, diligent, and committed work ethic, with a strong orientation towards meeting deadlines, meticulous attention to detail, and a genuine enthusiasm for teamwork., • Proficiency in MS Office Suite (Word, Excel, PowerPoint, Outlook) is essential. Join Natixis and make a significant impact on our Latin America lending portfolio! Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firm’s EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this position will be between $250,000 - $285,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance

Job Description Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : • Will solicit and coordinate the closing of commercial loans; responsible for commercial loan business development and to act as the bank’s contact with commercial loan clients, brokers, and contractors., • Will provide guidance to potential developers relating to partnership agreements, collateral, feasibility studies, and vacancy rate factors, if applicable., • Will provide service to prospective commercial loan customers and interview applicants to develop information concerning their needs, credit, stability, earnings, and potential income to the property to assist in determining whether the commercial loan package will be an acceptable risk., • Will obtain and analyze pertinent financial and credit data on all partners involved in the project; will arrange for the appraisal of the property and/or feasibility study of bare land to be developed., • Will review commercial loan packages for completeness of documents and compliance with bank policy, regulatory requirements, and secondary market lending parameters., • Responsible for notification of commercial loan applicant(s) of all requests, which do not conform to current lending guidelines., • Will be responsible for maintaining a high level of working knowledge relating to all types of commercial loans., • Will maintain all financial/loan data in confidence. Job Requirements • Bachelor's degree or equivalent work experience, • Five or more years of commercial real estate lending experience, • Fluent in the principles of CRE underwriting, • In depth understanding of occupancy and rent trends in local markets, • Comfortable with technology supporting sales management, marketing, pricing, initial underwriting, pipeline management and loan performance tracking, • Familiar with loan products and pricing of local competitors For further consideration towards this and/or other opportunities please inquire confidentially to or call 916-850-2437. All inquiries held in strict confidence. Thank you for your interest.

Job Description Company: Developers Mortgage Company Location: Remote Are you a passionate and driven Branch Manager or Sr. Loan Officer looking to elevate your career in the mortgage industry? Our client provides the perfect platform for high-performing Mortgage Professionals like you who are ready to step into the spotlight and make a significant impact! They believe in empowering Regional Managers with the tools, support, and incredible opportunities they need to excel. With a strong focus on purchase lending, our company offers: · No Overlays · In-house funding · A leadership team that truly understands your needs as a Loan Officer · A culture that fosters growth and rewards performance over tenure Your Path to Success Whether you are already a seasoned professional or aiming to reach new heights, we provide clear pathways to advancement within our organization. Our goal is to support you in scaling your business without burning out while helping you grow your referral network and enhancing your client relationships. Take Advantage of Our Realtor Growth Engine! Our proprietary system focuses on fostering strong relationships with real estate professionals, helping you: · Attract and retain producing Realtors · Create consistent referral flow and trustworthy connections · Drive purchase volume predictably and effectively This is your chance to distinguish yourself in a competitive market! A Confidential Conversation If you’re a proven producer and leader who wants to scale markets without artificial limits, this is a conversation worth having. All inquiries are completely confidential.

Job DescriptionAbout the CompanyWe are recruiting for a high growth, dedicated direct lender, focused on small businesses across the country. Our client has a ten-year history and is passionate about empowering and partnering with businesses in their growth journey. In addition to providing fast, flexible financing, our client offers a complete payment processing solution to make the funding process easier and more supportive than ever before. The mission of our client is to refine, enhance, and unify financial products, delivering better solutions for businesses to grow. About the RoleAs the VP of Business Development, you will lead the efforts in driving growth and forging strategic partnerships. This leadership role will focus on generating loans, cultivating relationships with key referral partners and direct connections with high-quality business borrowers. The VP will report to the Chief Revenue Officer and play a critical role in shaping revenue strategy and driving continued success in the alternative lending industry. This role is based on-site in New Yor City, with travel to meet prospects and partners, as necessary.What You'll Do • Strategic Partnerships: Source and establish partnerships with banks, brokers, private equity funds, trade associations, financial advisors, and other referral sources to build a pipeline of commercial loan loads., • Borrower Relationships: Oversee the firm’s efforts to build and manage a robust pipeline of direct business borrowers through outbound strategies, personal relationship building, and industry engagement., • Strategic Growth: Working with the CRO, develop and execute a complete business development strategy to scale loan origination and maximize revenues., • Internal Collaboration: Work with internal teams to create co-marketing initiatives and tools to enhance lead flow and overall efficiencies., • Team Leadership: Lead and collaborate with the business development team to meet goals. Partner with the marketing and underwriting teams to ensure seamless execution., • Industry: Maintain a deep understanding of industry trends, competitor offerings and regulatory changes in alternative lending to stay competitive., • Travel: Travel as necessary to meet key prospects, partners, and stakeholders to strengthen relationships and secure opportunities.What We’re Looking For, • Minimum 5–8 years of experience in business development, partnerships, or sales leadership, with a proven record of success in fintech, commercial lending, or financial services., • Demonstrated ability to generate revenue quickly through an established network, with a track record of accelerating partner-driven origination pipelines., • Existing Rolodex of active referral sources, strategic partners, brokers, or intermediaries within the SMB lending, term loan, or cash flow-based financing ecosystem is strongly preferred., • Experience leading business development efforts, building strategic partnerships, and scaling loan origination pipelines from both new and existing relationships., • Deep understanding of term loans and cash flow-based financing structures., • Exceptional communication, negotiation, and relationship-building skills, with the ability to activate trusted relationships immediately and drive near-term results., • Strategic thinker with the ability to develop and execute revenue strategies aligned with company growth goals, while also delivering rapid early wins., • Proficiency with CRM tools (Salesforce) and sales enablement platforms., • Ability to thrive in a fast-paced, results-driven environment with minimal ramp-up or onboarding.

Job Description Port 51 Lending (“Port 51”) is a nationwide non-bank lender in the SBA market, majority owned by MassMutual Insurance. Port 51 has already funded in excess of $150 million in 7(a) loans year to date and seeking exceptional candidates to join our growing team! Our SBA Business Development Officer (“BDO”) will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending. The BDO is responsible for new business development, quality loan submissions and all aspects of deal flow. This job can be remote or in-person in our NYC office. Essential Duties and Responsibilities • Understand what differentiates Port 51 and develop a unique sales approach that supports our small business lending activity., • Strong time management, planning and organizational skills including ability to work independently and remotely., • Apply state of the art technology to support best-in-class customer service., • Conduct business development activities to meet business and individual funding goals., • Build and maintain a network of referral sources able to bring potential SBA borrowers to our company. Referral sources will include realtors, CPA’s, attorneys, mortgage brokers, business brokers, bankers, franchises, etc., • Obtain and prepare required application/financial information from borrowers to facilitate underwriting and closing along with appropriately executed documentation., • Maintain a working knowledge of requirements for documentation and regulations relating to SBA 7(a) lending and all SBL policies and procedures. The requirements listed below are representative of the knowledge, skill and/or ability required. • Bachelor’s degree in business, finance, economics or other related experience, • Minimum 3-5 years SBA 7(a) business development experience, • Demonstrated track record of SBA 7(a) loan production, • Ability to protect and maintain confidential information, • Strong local market presence and centers of influence, • Excellent written and verbal communication skills, • Excellent organizational skills We offer a competitive package of compensation and benefits, including: • Base Salary plus Commission, • Medical, Dental and Vision Insurance, • Life Insurance, • Flexible Spending Accounts, • Paid Vacation, Personal Time Off and Holidays, • 401(k) with matching employer contribution

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Information Technology Department (“ITD”) provides the users of the Branch’s information systems with sufficient and appropriate system resources and functionality to complete their day-to-day business and keeps security and consistency of the important information that is stored in the systems. Your Role Overview: Knowledgeable of day-to-day activities, resolves complex issues where expertise is required to interpret policies, guidelines, and practice. May be considered a subject matter expert for one or more functions or processes. Focus on operational execution and occasional broader planning within areas of expertise. Your Duties and Responsibilities: • Responsible for development, maintenance and enhancement of Bank systems, both internally developed and 3rd party., • Provides support related to SQL databases., • Responsible for coordinating and performing change controls for various system applications., • Assists business units and IT in understanding the design and use of business applications., • Advises and assists end users in using software packages and explaining how to better utilize existing software., • Participates in new projects and cooperates with other project / department members., • Responsible for writing and maintaining software program documentation and procedure manuals., • Provides necessary migration for existing computer applications., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor’s degree or equivalent in Computer Science with 3+ years of relevant work experience of application development experience, including development experience in the financial industry., • Proficiency in the use of one or more of the following software packages in conjunction with MS SQL is required:, • Angular/React, • ASP.Net, • C#, • VB.Net, • Visual Studio, • PowerShell, • Basic business knowledge of financial instruments, wholesale banking, capital markets, lending, and market risk analysis preferred. SWIFT experience is a plus., • Intermediate programming knowledge / experience with MSOffice (Excel, Access) desirable., • Experience with Sharepoint administration is a plus., • Good oral and written communication skills, • Experience with UIPATH Studio (RPA) development is a plus. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Officer level candidates. About the Bank:Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Uni (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Credit Investment Management Department (“CIM”) is responsible for the booking and administering of (i) leveraged loan assets and (ii) structured product assets including CLOs (note investments and warehousing facilities) and MML Senior Financing through maturity or refinancing in accordance with the Branch’s lending policy. Your Role Overview This role supports credit and structured investment & operation workflows, automates portfolio data analytics via VBA and SQL, and serves as the primary business liaison for system enhancements and UAT. Your Duties and Responsibilities • Portfolio & Operation Support, • Develop a working understanding of loan and CLO structures, cash flows, covenants, ratings, and risk metrics to effectively support front-office and operation needs., • Actively support day-to-day leveraged loan and/or structured credit investment and operational activities, including investment workflows, portfolio monitoring, reporting processes, and closing procedures., • Participate in ongoing portfolio and operational reviews to identify data, process, and system improvement opportunities., • EUC Ownership & Maintenance, • Own the development, maintenance, documentation, and enhancement of End-User Computing (EUC) applications., • Design, maintain, and automate Excel-based tools, templates, and models using Excel, VBA, Power Query, and SQL, ensuring appropriate controls, versioning, and documentation., • Translate evolving investment and operational requirements into scalable EUCs and identify opportunities to migrate mature EUCs into formal systems., • Portfolio Management Systems Support, • Serve as the primary business liaison between Internal Investment & Operation Teams and ITD for system initiatives related to the department’s portfolio management systems., • Gather, analyze, and fully understand business requirements, translating them into clear, complete, and actionable functional specifications for IT development., • Support user acceptance testing (UAT), validation, and implementation of system enhancements to ensure alignment with business workflows., • Data Analysis and Reporting Support, • Perform ad hoc and recurring portfolio data extraction, validation, and analysis to support investment, risk, and management reporting., • Assist with troubleshooting data issues and reconciling discrepancies across systems, EUCs, and reports., • User Support and Access Controls, • Bachelor’s degree in Finance, Computer Science, Data Analytics, or a related discipline., • 3+ years of relevant experience in a financial institution, preferably supporting credit, loan operations, portfolio management, or risk functions., • Strong proficiency in Excel (advanced), VBA, and SQL; experience with data extraction and manipulation from enterprise systems., • Demonstrated ability to understand and support complex business workflows and translate them into technical or system requirements., • Exposure to leveraged loans, structured products, or fixed income portfolios., • Experience working with portfolio management, credit monitoring, or risk systems., • Interest and aptitude for developing both business and technical expertise in credit markets.Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion., • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview: The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Credit Investment Management Department (“CIM”) is responsible for the booking and administering of (i) leveraged loan assets and (ii) structured product assets including CLOs (note investments and warehousing facilities) and MML Senior Financing through maturity or refinancing in accordance with the Branch’s lending policy. Your Role Overview: Responsible for deal processing, internal control and regulatory compliance. Your Duties and Responsibilities: • Performs business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review., • Ensures compliance and operational requirements are satisfied before closing and for amendments., • Coordinates with internal and third parties to effect bookings, amendments and funding., • Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements., • Tracks credit documentation and other customer reporting requirements for timely receipt., • Performs agent function, including communicating with customers and other lenders for loan servicing and distribution of documents., • Maintains related systems, reports, credit files and websites as well as assigns application numbers and records approvals., • Performs other duties and responsibilities as assigned by management. Your Qualifications: • Bachelor's degree in Finance, Economics or relevant field with 2+ years of related experience., • 2+ years of banking experience preferred., • General knowledge of banking principles and/or loan markets., • Excellent organization skills and detail oriented., • Good interpersonal skills for team-oriented environment., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent oral and written communication skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job Description THE COMPANY The Low Income Investment Fund is a non-profit Community Development Financial Institution (CDFI) that mobilizes capital and partners to achieve opportunity, equity and wellbeing for people and communities. LIIF innovates financial solutions to create more equitable outcomes for all by building and preserving affordable homes, quality educational opportunities from early childhood through higher education, health clinics, healthy food retail and community facilities. In this way, LIIF provides a bridge between private capital markets and communities. LIIF’s headquarters is in San Francisco and has offices in Los Angeles, New York, Atlanta, and Washington D.C. REPORTING RELATIONSHIPS: This position reports to the Director, Northeast Region. JOB SUMMARY: The Senior Loan Officer is responsible for implementing LIIF’s affordable housing lending strategy across the Northeast Region. This includes origination, underwriting, and closing of affordable housing loans, cultivating relationships with developers and government entities, and supporting new product innovation. Financing may include acquisition/predevelopment, construction, and term loans, as well as transactions involving Low Income Housing Tax Credits (LIHTC), and, in some cases, grant components. The role contributes to LIIF’s visibility and impact in the broader Northeast Region. The Senior Loan Officer plays a key role in structuring transactions, preparing credit memos, and guiding loans through approval, closing, and post-close management. This position supports regional lending goals, engages in marketing and business development, and represents the organization externally. KEY RESPONSIBILITIES: Loan Origination and Underwriting • Source, structure, and under write complex affordable housing loan transactions, which may include grants or subsidy layering, • Conduct thorough due diligence including site visits, market analysis, financial modeling, entitlement and environmental review, and assessment of sponsor capacity and leadership., • Serve as a liaison between borrowers and co-lenders or participants for shared transactions., • Navigate regulatory, legal, and financial considerations to mitigate risk., • Build and maintain relationships with key borrowers, sponsors, and referral sources., • Contribute to the development of a qualified, mission-aligned lending pipeline., • Serve as a primary point of contact for borrowers, public partners, and co-lenders throughout the life of the loan., • Foster long-term partnerships to generate repeat business and maintain a robust loan pipeline., • Support external stakeholder engagement strategies., • Ensure loan proposals reflect sound underwriting, appropriate risk mitigation, and alignment with LIIF’s credit risk tolerance., • Coordinate with the Chief Credit Officer and credit staff to resolve credit issues or adjust deal structures., • Collaborate closely with internal stakeholders—including the Underwriter, Market Director, Director, Chief Credit Officer, and Chief Lending Officer—during deal structuring and review., • Participate in joint outreach with Communications, the Director, and the Vice President & Market Director to grow organization presence., • Represent LIIF at industry events, conferences, and stakeholder meetings to raise organizational visibility., • Monitor local, regional, and national trends impacting affordable housing and real estate finance to provide input into regional outreach and marketing plans., • Collaborate with Director and Lending Leadership to test and refine new loan products., • Participate in cross-functional initiatives, staff meetings, and internal planning sessions. Education & Experience Requirements: • Bachelor’s degree in finance, real estate, urban planning, business administration, public policy, or a related field is required., • Minimum of 5–7 years of progressively responsible experience in lending, affordable housing finance, or community development finance., • Proven expertise in loan origination, underwriting, deal structuring, and risk mitigation, • Strong experience with affordable housing, real estate, or community development financing., • Advanced financial analysis skills, particularly in nonprofit and real estate financials., • Deep knowledge of CDFI industry standards and public subsidy layering., • Familiarity with federal, state, and local funding sources for affordable housing and community development., • Strong strategic planning, time management, and organizational skills., • Excellent interpersonal, oral, and written communication skills., • Track record of building and maintaining relationships with borrowers, partners, and public agencies., • Demonstrated success in cross-functional collaboration and mentoring junior staff., • Proficiency with Microsoft Office Suite and financial or CRM database systems. LIIF offers a hybrid work environment with flexibility to balance in-office and remote work. However, all employees are expected to work on-site at least two (2) days per week. The successful candidate may be expected to travel occasionally for meetings, trainings, conferences, or other Company sponsored events. All Low Income Investment Fund (LIIF) employees must be fully vaccinated against COVID-19. In accordance with LIIF's policies, we provide reasonable accommodations, absent undue hardship, to qualified individuals who cannot get vaccinated against COVID-19 because of sincerely held religious or medical reasons. If you believe you need an accommodation from the vaccination mandate required by this policy, please notify our Human Resources Department. HOW TO APPLY: Please apply with Resume and Cover Letter via our recruitment portal: Recruitment (adp.com) Notice to Third Party Recruitment Agencies: Please note that Low Income Investment Fund does not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed Recruitment Services Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement Low Income Investment Fund shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Low Income Investment Fund. We do not accept unsolicited phone calls. Only candidates being considered for a position will be contacted. LIIF, an EOE (Equal Opportunity Employer), believes that diversity ensures excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender, or national origin. Candidates of diverse backgrounds and with diverse experience are strongly encouraged to apply for this position.

Job DescriptionCompany Description Experian is a global data and technology company, powering opportunities for people and businesses around the world. We help to redefine lending practices, uncover and prevent fraud, simplify healthcare, create digital marketing solutions, and gain deeper insights into the automotive market, all using our unique combination of data, analytics and software. We also assist millions of people to realise their financial goals and help them to save time and money. We operate across a range of markets, from financial services to healthcare, automotive, agrifinance, insurance, and many more industry segments. We invest in people and new advanced technologies to unlock the power of data and to innovate. A FTSE 100 Index company listed on the London Stock Exchange (EXPN), we have a team of 23,300 people across 32 countries. Our corporate headquarters are in Dublin, Ireland. Learn more at experianplc.com. Job Description We are looking for a strategic and commercially minded Senior Director, Finance Business Partner to support the Global Chief Technology Officer (GCTO) organization within Technology & Innovation (T&I). You will be a trusted advisor to senior technology leadership, guiding financial strategy, investment governance, cost optimization, and performance management across a complex global technology landscape. You will partner with technology organizations, promoting data-driven decision-making while balancing innovation, risk management, and value creation. This is a hybrid role out of the New York City office. You will report to the Head of T&I Financial Management. You'll have the opportunity to: Strategic Partnership • Be the lead finance partner to the Group Chief Technology Officer (GCTO) and the T&I senior leadership team., • Shape and influence the financial strategy for global technology investments, including infrastructure, cloud, platforms, data, and engineering., • Translate business and technology strategies into actionable financial plans and investment roadmaps., • Lead annual planning, long-range planning (LRP), and rolling forecast processes for the GCTO organization., • Oversee operating expense and capital investment budgets of significant scale and complexity., • Manage KPIs and dashboards that link technology spend to business outcomes and value realization., • Drive financial rigor around business cases, ROI modeling, and post-investment tracking., • Establish and enhance governance frameworks for large-scale technology programs and transformation initiatives., • Partner with technology leaders to improve cost transparency, benchmarking, and unit economics (e.g., cloud cost management, run vs. change analysis)., • Identify efficiency opportunities while maintaining operational resilience and innovation capacity., • Present financial insights and recommendations to executive leadership and enterprise finance., • Influence stakeholders including Product, Engineering, Cybersecurity, Infrastructure, Procurement, and Strategy., • Lead and develop a finance team, encouraging a culture of accountability, collaboration, and continuous improvementQualifications Your background: • Bachelor's degree in Finance, Accounting, or related area preferred., • 12+ years of progressive finance experience, including experience supporting technology organizations., • Track record partnering with senior executives (SVP/EVP/C-level)., • Experience in technology finance, capital investment planning and governance, financial modeling and scenario analysis, and large-scale budgeting and forecasting., • Experience translating complex technical concepts into financial insights., • Executive presentation skills. Additional Information Benefits/Perks: • Great compensation package and bonus plan., • Core benefits including medical, dental, vision, and matching 401K., • Flexible work environment, ability to work remote, hybrid or in-office., • Flexible time off including volunteer time off, vacation, sick and 12-paid holidays. Want to see what life at Experian is really like? Explore Experian Life on social or visit our careers site. Our compensation reflects the cost of labor across several U.S. geographic markets. The base pay range for this position is listed above. Within this range, individual pay is determined by work location and additional factors such as job-related skills, experience, and education. You will be also eligible for a variable pay opportunity. Experian is proud to be an Equal Opportunity Employer for all groups protected under applicable federal, state and local law, including protected veterans and individuals with disabilities. If you have a disability or special need that requires accommodation, please let us know at the earliest opportunity. #LI-Hybrid This is a hybrid remote/in-office role.

Job DescriptionBusiness Development Vice President Job Title: Vice President of Business Development – Loan Partnerships & Origination Location: Midtown, New York City – On-Site, Full time, with travel to prospects as needed Employment Type: Full-Time Reports To: Chief Revenue Officer Company: altbanq Company Website: About altbanq Founded in 2014 as SOS Capital and rebranded as altbanq, our firm specializes in providing fast, flexible financing to small businesses across the United States. Our Vision: Building a financial ecosystem designed for business success. Our mission is to refine, enhance, and unify financial products, delivering better solutions for businesses to grow. Position Overview altbanq is seeking an experienced and highly motivated Vice President of Business Development to lead our efforts in driving growth and forging strategic partnerships. This senior leadership role will focus on generating loan leads, cultivating high-value relationships with key referral partners, and establishing direct connections with potential borrowers. The VP will play a critical role in shaping altbanq’s revenue strategy and ensuring its continued success in the alternative lending space. This role is based in New York, NY, with a requirement to travel to meet prospects and partners as necessary. Key Responsibilities • Strategic Partnership Development: Identify, source, initiate, and establish partnerships with investment banks, insurance brokers, private equity funds, financial advisors, trade associations, and other referral sources to build a personal pipeline of commercial loan loads., • Business Borrower Relationships: Oversee and manage efforts to build a robust pipeline of direct business borrowers through relationship-building, outbound strategies, and industry engagement., • Revenue Growth Strategy: Work closely with the Chief Revenue Officer to develop and execute a comprehensive business development strategy aimed at scaling loan origination and maximizing revenue generation., • Co-marketing & Partner Enablement: Collaborate with internal teams to create co-marketing initiatives and partner tools that enhance lead flow and improve overall partner efficiency., • Team Leadership & Collaboration: Lead, mentor, and collaborate with the business development team to achieve individual and collective goals. Partner with the marketing and underwriting teams to ensure alignment and seamless execution., • Industry Expertise: Maintain a deep understanding of industry trends, competitor offerings, and regulatory changes in alternative lending to guide strategy and keep altbanq competitive., • Travel: Travel as necessary to meet with key prospects, partners, and stakeholders in person to strengthen relationships and secure business opportunities.Qualifications, • 5-8 years of experience in business development, partnerships, or sales leadership, with a proven track record in fintech, commercial lending, or financial services., • Significant experience in leading business development efforts, building strategic partnerships, and growing loan origination pipelines., • Strong understanding of term loans and cash flow-based financing., • Exceptional leadership, communication, negotiation, and relationship-building skills, with a demonstrated ability to lead cross-functional teams., • Strategic thinker with the ability to develop and execute long-term revenue strategies that align with company goals., • Proficiency with CRM tools (Salesforce) and sales enablement platforms., • Ability to thrive in a fast-paced, results-driven environment., • Willingness to travel as needed to meet with partners and prospects.Nice to Have, • Existing portfolio of referral partners, strategic contacts, or relationships within the SMB lending ecosystem., • Prior experience in a leadership role within fintech or business lending.Why Join altbanq:, • Be part of a growing company with a modern and entrepreneurial culture, • Work directly with experienced executives and a team who value clear communication and creative input, • Competitive compensation: $90,000 – 110,000 base salary depending on experience plus commission, • Comprehensive health, dental, and vision benefits with FSA and commuter benefits, • Unlimited PTO policy, • 401(k) retirement plan, • Professional growth opportunitiesHow We Hire:, • Resume Review, • First Round — Zoom Interview: We’ll focus on your communication style, experience, and business development mindset, • Second Round –Zoom Interview: Meet the relevant team and key stakeholders ckIVh76tRx

Job Description Who we are: Guaranteed Rate Affinity, LLC (“Guaranteed Rate Affinity”) is a joint venture between Guaranteed Rate, Inc (NMLS: 2611) and some of the most recognized real estate brands in the market. Through this joint venture, Guaranteed Rate Affinity provides mortgage origination services to the clients of these well known brands providing LO’s greater alignment, stronger referral flow, and access to premium real estate channels. In addition, Guaranteed Rate Affinity markets its services to consumers and unaffiliated realtor referral sources. What’s the Role? Guaranteed Rate Affinity is currently seeking a hard-working, dedicated VP of Mortgage Lending to join our innovative and passionate team. A VP holds an elevated position within the company and is expected and incentivized to operate like a business owner. Industry expertise, paired with effective delegation and auditing of files from origination through closing, will allow a VP to focus primarily on building relationships and growing their business. A 5-star customer experience and successful Proactive POD Flow Model begins with the VP. Essential Duties and Responsibilities: • Originate first or second purchase mortgage, and refinance loans. Informs prospective loan clients of the underwriting guidelines and applicable government regulations, • Present the advantages and disadvantages of different financial products to determine the best option for each customer’s financial situation, • Set proper customer expectations and provide timely status updates to ensure a positive customer experience, • Collect and analyze information regarding customer income, assets, investments and debts to include multifaceted or complex borrowers, • Completes loan applications and all pre-processing functions in a timely manner, • Conduct day-to-day operations in accordance with the laws, regulations, policies, procedures, and expectations of GRA., • Provide pre-qualifications and take FULL loan applications and answer client questions, • Price and place loans with the appropriate Corporate Objective, • Utilize VP POD Flow Checklist to ensure smooth MC transition and loan process, • Review pipeline reports to delegate and audit file responsibilities daily, • Review underwriting decision and re-set expectations with the borrower and/or referral partners if qualifications or timelines change at any point during the loan process and notify team of applicable changes, • Review active loan files daily and work with the processing team to determine if any documents are missing or what can be done to keep the process moving, • Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization, • Loan Level problem solving, including but not limited to restructuring of files as needed, • Routine Pipeline Maintenance including daily assessment of team turn times to minimize lock expirations, anticipated contingencies, and deviation from scheduled closing dates/times, • Change or extend locks and request any necessary pricing expectations as needed, • Track/approve disclosures being sent to borrowers:, • Review LE and CD for accuracy and ensure there are no missing charges, • Verify the borrower’s understanding of the funds required for closing and that funds will be properly sourced from approved accounts, • Build network and community relationships, aggressively promoting GRA to real estate agents, builders, developers, financial planners, and other referral sources to develop partners, solid referral partner relationships and close multiple loans per month, • Attend all scheduled office meetings (daily or weekly) These are to make sure your business is (and stays) on track and to make sure loans are running smoothly, • Focus on marketing and promotional strategies to attract new purchase business, promoting a broad spectrum of mortgage products including but not limited to government, conventional, home equity and additional products within an assigned geographical area, • Complete tasks in a timely manner and work amicably with others, • Other duties and responsibilities as assigned MINIMUM QUALIFICATIONS: Education or Formal Training: • Current state licensing and registration under the National Mortgage Licensing System and Registry, • 3+ years’ experience in the consumer loan industry Knowledge, Skills Abilities: • Excellent verbal and written communication skills with a strong customer service focus, • Strong attention to detail with an emphasis on strong math skills, • Expert knowledge of CFPB disclosure requirements, Guaranteed Rate Affinity POD flow, secondary market pricing scenarios and investor guidelines, • Ability to think strategically and display excellent problem-solving skills., • Self-motivated, entrepreneurial persona with excellent time-management skills, which requires minimal supervision, • Knowledge of and ability to efficiently use technology, various lending software and to work successfully in a paperless environment., • A “sales closing” mentality along with the skills to handle questions and last-minute changes under pressure to help your clients secure their mortgage, • Understand all policies, procedures, and regulations relating to loans, • Telephone sales experience required, • Detail-orientation with efficient focus on work activities, • Ability to delegate in a positive style with thorough follow up skills, • Must have working knowledge of Conventional, FHA, VA, and USDA programs on a multi-investor platform Compensation: This role is a sales role. The loan officer is expected to sell the Company’s products and services by meeting with customers and referral partners, developing relationships and performing other work away from the office. This is a 100% commission-based position, with compensation directly tied to individual sales performance. The ideal candidate will be highly motivated and driven to succeed in a competitive sales environment Additionally, employees may be eligible for a discretionary sign-on bonus, based on experience and qualifications. The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources). NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

Job Description Position: Assistant Vice President - Operations Division: New York Private Bank & Trust Reports To: Senior Vice President - Operations Employment Status: Full-Time, Exempt Office Location: 22 Vanderbilt, New York, NY About Us: Founded in 1850 as the Emigrant Savings Bank, New York Private Bank & Trust (the holding Company for Emigrant Savings Bank) offers fully integrated investment advisory, trust, lending, and other banking and family office services to serve the needs of wealthy individuals and families. Essential Responsibilities and Duties: • Collecting and preparing documentation to ensure compliance with Anti-Money Laundering/BSA requirements, • Setting up client relationship in Addepar;, • Importing/linking accounts, • Creating fee schedule, • Creating portal views and sending portal activation email, • Emailing quarterly performance reports, • Perform comprehensive client account maintenance activities for private banking clients, inclusive of:, • Preparing & reviewing wire and check requests; Facilitating check deposits, • Instructing & performing cash transfers or asset movement between accounts, • Facilitating account closings and or account transfers, • Processing monthly client management fees; quarterly Pershing fees, • Preparing quarterly ARC materials; administrative reviews for clients, • Maintenance of Control Program, • Prepare documentation for internal & external audits, • Point of Contact, • for clients - reviewing, researching and responding timely to client queries, • for Pershing – account custodian, • for Trust Management Network (TMN) – trust administration platform, • for internal partners around the Bank, • Working closely with Internal Partners, • Investment Management Team, • Relationship Managers, • Division Compliance Officer, • Corporate Compliance Team, • Trust Department, • Subsidiary Accounting, • Strong ability to work independently and with appropriate urgency, • Excellent follow-up habits and attention to details New York pay range$100,000—$125,000 USD

Job Description Senior Credit Analyst Altbanq | Midtown Manhattan (On-Site) A dynamic and analytical professional who thrives in a detail-oriented, fast-paced environment. The Senior Credit Analyst at Altbanq is a key player in our credit and risk assessment team, supporting the Chief Risk Officer and working closely with underwriters to ensure the quality and profitability of our loan portfolio. This role is ideal for someone who excels at financial analysis, credit evaluation, and decision-making while contributing to the development of innovative lending products. Location: Midtown, New York City. Work Schedule: Fully on-site, Monday–Friday, 9:30 AM – 6:00 PM Company Website: Why This Role Matters Senior Credit Analysts play a vital role in ensuring our credit decisions are both sound and strategic. By assessing credit reports, analyzing financial statements, and evaluating overall risk, they help determine loan eligibility, pricing, and terms that balance profitability with an excellent client experience. Beyond day-to-day analysis, Senior Credit Analysts contribute to the evolution of our credit models and the development of new lending products. In turn, this helps us grow responsibly, strengthen our portfolio, and stay competitive in the market. What You’ll Do • Evaluate borrower credit profiles by reviewing credit reports, conducting background checks, and analyzing public records such as liens, judgments, bankruptcies, and UCC filings., • Analyze financial documentation including bank statements, profit and loss statements, balance sheets, accounts receivable, and tax returns to assess cash flow strength and credit risk., • Assess creditworthiness and recommend loan eligibility and funding amounts based on detailed cash flow and risk analysis., • Price loans and structure repayment terms (weekly, biweekly, or monthly) using Altbanq’s proprietary pricing framework., • Partner closely with the Chief Risk Officer and the credit team to review complex transactions and ensure compliance with Altbanq’s risk standards., • Prepare clear, well-documented credit memos that summarize analysis, risks, and recommendations for internal decision-making., • Engage directly with business owners and internal leadership to clarify financials, assess risk, and support informed lending decisions., • Monitor market trends and industry performance to identify emerging risks and lending opportunities., • Contribute to the development and refinement of credit policies and new lending products to support Altbanq’s growth.What We’re Looking For, • Bachelor’s degree in finance, accounting, economics, business administration, or a related field., • 2+ years of experience in credit analysis, underwriting, or a similar role, preferably in business financing or short-term loans., • A team player who communicates effectively with internal teams and leadership., • Eager to take on responsibilities, mentor junior staff, and contribute to Altbanq’s strategic goals., • Proficiency in financial analysis and modeling., • Advanced Excel skills and experience with Salesforce (highly preferred)., • Familiarity with credit reports, cash flow analysis, and risk assessment tools., • Strong analytical and decision-making skills., • Exceptional attention to detail and accuracy., • Ability to work independently and manage multiple priorities in a fast-paced environment.Compensation and Benefits Salary Range: $100,000 - $150,000, depending on experience. Benefits: • Medical, Dental, and Vision Insurance, • Life Insurance and Commuter Benefits, • 401(k) Retirement Plan, • Health Savings Account (HSA), • Flexible Spending Accounts (FSA), • End-of-year discretionary performance bonusGrowth Opportunities, • Opportunity to assume leadership responsibilities by overseeing underwriters as delegated by the Chief Risk Officer., • Contribute to the development of new lending products and the credit policies that support them. LCzlVIiKIV

Job Description Join Our Team as a Mortgage Advisor/Loan Officer! Company: Confidential Location: Nationwide Are you a passionate and driven Loan Officer looking to elevate your career in the mortgage industry? Our client provides the perfect platform for high-performing Mortgage Advisors like you who are ready to step into the spotlight and make a significant impact! They believe in empowering our Loan Officers with the tools, support, and incredible opportunities they need to excel. With a strong focus on purchase lending, our company offers: • No Overlays, • In-house funding, • A leadership team that truly understands your needs as a Loan Officer, • A culture that fosters growth and rewards performance over tenure Your Path to Success Whether you are already a seasoned professional or aiming to reach new heights, we provide clear pathways to advancement within our organization. Our goal is to support you in scaling your business without burning out while helping you grow your referral network and enhancing your client relationships. Take Advantage of Our Realtor Growth Engine! Our proprietary system focuses on fostering strong relationships with real estate professionals, helping you: • Attract and retain producing Realtors, • Create consistent referral flow and trustworthy connections Ready to Make the Move? Contact us at to embark on an exciting conversation about your future with Leadling! Requirements Who We Are Prioritizing We are being highly selective and are primarily speaking with: Retail Loan Officers producing at a high level Self-sourced purchase-focused originators Entrepreneurs who think like business builders MUST HAVE(S) • Active NMLS#, • An active book of business, • Attract realtors into your ecosystem, • Build long-term referral loyalty, • Automate follow-up and nurture, • Create predictable purchase pipelines

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About The Role Figure is a financial technology company leveraging blockchain to transform the multi-billion dollar lending and capital markets industries. We are seeking a Chief Credit Officer to serve as the primary architect for our credit risk strategy across our growing suite of secured lending products. This role sits at the critical intersection of Capital Markets and Growth Strategy, requiring a leader who can balance aggressive innovation with responsible homeownership enablement. Unlike traditional banking roles, you will operate in a high-velocity environment where automation and systematic, data-driven logic are the foundation for radical top-of-funnel growth. You will be the primary point of contact for institutional relationships and agencies, ensuring our products maintain best-in-class execution for consumers and investors alike. What You'll Do • Lead an organization of credit professionals directly accountable for managing risk across a diverse lending portfolio, including Home Equity products., • Set enterprise-wide credit risk strategy across originations, pricing, portfolio management, and collections to drive the best outcomes for the lender and investor., • Chair the Credit Committee and engage directly with the CEO and Board of Directors on all credit-related matters., • Develop and iterate on proprietary loan products, leading risk analysis and consumer iterations to find perfect product/market fit., • Drive automation efforts to compress the funnel from application to final approval, utilizing technology to remove legacy industry inefficiencies., • Act as the primary liaison to regulatory bodies such as the OCC, FRB, and FDIC, ensuring all credit risk matters align with evolving supervisory expectations., • Oversee loss forecasting, financial modeling, and stress testing (CCAR) methodologies to provide senior management with thoughtful analysis of key credit drivers., • 15–20+ years of experience in credit risk management and portfolio oversight., • Extensive background in Mortgage and Home Equity credit risk, including LTV/CLTV management and valuation models., • Proven success working outside of a "Big Bank" environment for a portion of your career, thriving in agile, high-growth, or startup settings., • Demonstrated ability to develop a systematic secondary marketing group and manage primary/secondary market inefficiencies., • Advanced understanding of loss forecasting and the conceptualization of investment logic to automate credit decisioning., • Base Compensation Range: $210,000 - $263,000/yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs, • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-MM1 #LI-Remote

Job DescriptionJunior Credit Analyst Altbanq | Midtown Manhattan (On-Site) The Junior Credit Analyst at Altbanq is a key member of our credit team. You’ll work closely with experienced underwriters and the Chief Risk Officer, gaining exposure to real credit decisions while helping support the quality and performance of Altbanq’s loan portfolio. This role is designed for candidates early in their careers who are eager to build hands-on experience in credit analysis, financial review, and risk assessment within a fast-growing fintech lending platform. Location: Midtown, New York City Work Schedule: Fully on-site, Monday–Friday, 9:30 AM – 6:00 PM Company Website: Why This Role Matters Junior Credit Analysts help ensure that every loan we originate meets Altbanq’s credit and risk standards. In this role, you’ll contribute to important credit decisions while learning how financial data, borrower behavior, and risk policy come together in real-world lending. This is a strong opportunity for someone looking to start a career in credit, underwriting, or risk management. What You’ll Do • Review borrower credit reports and assist with background checks and public record searches, including liens, judgments, bankruptcies, and UCC filings., • Assist in analyzing financial documents such as bank statements, profit & loss statements, balance sheets, and tax returns to help assess cash flow and credit risk., • Support senior analysts on credit reviews and complex cases., • Learn and apply Altbanq’s credit policies, procedures, and risk guidelines., • Prepare credit summaries and memos for internal review and approval.What We’re Looking For, • Bachelor’s degree in finance, accounting, economics, business administration, or a related field, • Proficiency in Microsoft Excel (formulas, filters, basic functions), • Strong interest in credit analysis, lending, financial risk and transaction due diligence, • High attention to detail and willingness to learn, • Clear written and verbal communication skills, • Medical, Dental, and Vision Insurance, • Life Insurance and Commuter Benefits, • 401(k) Retirement Plan, • Flexible Spending Accounts (FSA) Powered by JazzHR KRPnb8EBh2

Job Description Department: Credit – NY Region Reports to: Chief Credit Officer Onsite : New York, NY Summary/Objective: Responsible to supervise NYR Region Credit Department (the “Department”), review and endorse credit proposals, and handle inquiries from auditors, regulators and headquarter. Essential Functions: 1. Direct the workflow of the Department and monitor the turnaround time of each project., 2. Review credit proposals to ensure the analysis is complete and the proposals comply with policy & procedure., 3. Approve new loan applications and annual loan reviews (as applicable), jointly with the Deputy CEO of Frontline, as per the Delegated Lending Authority set forth in the Credit Manual, Vol. 1., 4. Review real-estate appraisal and environmental reports during the loan application process., 5. Recommend (or approve, as applicable) commercial loan and trade service transactions (collateral, customer rating, facility rating, credit limit, loan agreement and loan advances) in the GCMS system., 6. Delegate staff to review loan documents prior to execution and loan closing, to ensure accuracy and compliance with approved terms and conditions and Bank policy., 7. Co-ordinate the loan reviews conducted by external loan reviewers and auditors; and handle queries., 8. Supervise weekly, monthly and quarterly reporting to Headquarter., 9. Monitor and report the status of classified loans monthly to Loan Committee., 10. Handle loan recovery actions; and coordinate with attorneys as necessary., 11. Manage NYR OREO portfolio., 12. Supervise the NYR Credit Department staff., 13. Provide training to Credit staffs internally and via outside professional development platform within Bank’s budget., 14. Perform other related duties and assignments as required. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Language Skills. Ability to read and interpret documents (such as operating and procedure manuals); ability to write routine reports and correspondence; and ability to speak effectively to employees of the organization., 2. Mathematical Skills. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume., 3. Computer Skills. To perform this job successfully, an individual should have knowledge of the software used by the bank., 4. Must be well organized and have excellent proof-reading ability., 5. Position requires independent judgment and performance of high-level tasks., 6. Analytical - synthesize complex or diverse information; collect and research data; and use intuition and experience to complement data., 7. Problem Solving - gather and analyze information skillfully; and develops alternative solutions., 8. Interpersonal Skills – be able to deal with customers and co-workers effectively under pressure and sensitive situations, 9. Oral Communication - speak clearly and persuasively in positive or negative situations; and listen to and seek clarification., 10. Written Communication - write clearly and informatively., 11. Teamwork - exhibit objectivity and openness to others' views., 12. Ability to perform services in person from a Bank office or Branch to, among other things, access the Bank’s computer systems and engage in an interactive environment with co-workers. Supervisory Responsibility: Carry out supervisory responsibilities in accordance with the organization's policies and applicable procedures. Required Education and Experience: • Bachelor's degree (BA) from a four-year college or university., • 10 years of related experience and/or training., • Equivalent combination of education and experience. Language/Communication Skills: Must have advanced English language skills. Proficient Chinese language a plus.

Job DescriptionThis role is located in New York City and will require a hybrid work schedule of at least 2 days in office per week. This role is for Assistant Officer level candidates. About the Bank Sumitomo Mitsui Trust Bank, Limited was established through the merger of The Sumitomo Trust and Banking Co., Ltd with Chuo Mitsui Trust and Banking, Ltd. on April 1, 2012. We are one of the largest asset managers in Asia and number one among Japanese financial institutions by AUM, with approximately $850 Billion USD in AUM. The Bank provides an assortment of financial solutions and manages a broad spectrum of financial products across its global branches. Department Overview The Americas Division (“AD”) was established in the Sumitomo Mitsui Trust Bank, Limited, New York Branch) (“SMTBNY”) to perform corporate functions and supervise U.S. entities. Established under the AD are the “Global Banking Unit (“GBU”), Americas Division” and “Global Markets Unit (“GMU”), Americas Division” which performs business functions. The Investor Services and Business Solution Department (“ISB”) is responsible for (i) distribution, agency services, and developing new business opportunities for syndicated loan transactions and (ii) developing and executing business and operation plans and managing day-to-day operations and administrative matters in GBU. Your Role Overview: Associate position has two main roles as below. Syndication (Origination and Distribution): Responsible for support, coordination, execution and assisting all phases of the loan syndication process including origination, distribution, and execution of syndicated loan financings with a focus on financing mandates in GBU. Collaborates with other departments for loan origination, distribution, and execution to secure financing mandates from investors. Agency: Responsible for deal processing, internal control, agency function and regulatory compliance. Your Duties and Responsibilities: Syndication (Origination and Distribution): • Continuously monitors market trends to identify active participants, prevailing market terms and pricing, market depth, and other factors influencing lending and underwriting decisions., • Supports and assists clients on market status, optimal structures, and syndication strategies for best execution in the syndicated loan capital markets., • Collaborates with other departments to develop market-based structures and innovative capital raising solutions., • Builds and maintains relationships with other banks and non-bank institutions to gather market intelligence during the origination process and assesses market capacity during syndication., • Works closely with other departments to originate syndicated loan mandates and execute transactions once mandated., • Collaborate with the Distribution and Agency team and assists originators in managing deal teams during new deal origination and execution., • Performs other duties and responsibilities as assigned by management. Agency: • Executes and perform necessary agent functions, including communicating with customers and other lenders for loan servicing and distribution of documents., • Acts as primary point of contact with external borrowers and/or lenders in relation to loan agency & administration function., • Performs business review of credit documentation, regulatory compliance review and booking of new investments and for amendments or periodic review., • Ensures compliance and operational requirements are satisfied before closing and for amendments., • Coordinates with internal and third parties to effect bookings, amendments and funding., • Supports Credit Analysts with Branch and Head Office monitoring and reporting requirements., • Tracks credit documentation and other customer reporting requirements for timely receipt., • Maintains related systems, reports, credit files and websites as well as assigns application numbers and records approvals., • Performs other duties and responsibilities as assigned by management.Your Qualifications:, • Bachelor’s degree in finance, Economics or related field with internship up to 5 years of related experience., • 2+ years of Loan Agency and Administration preferred., • General knowledge of banking principles and/or loan markets., • Excellent organization skills and detail oriented., • Good interpersonal skills for team-oriented environment., • Advanced in Microsoft 365 (Excel, PowerPoint, Word, Outlook, and Access)., • Excellent oral and written communication skills. Why you should join SuMi Trust:SuMi Trust embraces flexible ways of working when the business and role permits. We provide employees with a hybrid working model, allowing for in-office work and work from home. Our diverse and inclusive environment along with our global presence enables us to collaborate and communicate to meet our business needs. We believe that efficient teams need truth, loyalty, and a strong sense of purpose to balance risk and their targets. We make sustainable business decisions to improve our society and the world. We believe that each person brings a unique value that drives the business though their creativity and passion. • The Employee Benefits package includes: Paid Time Off, medical, HSA, vision, dental, FSA, 401(k), profit sharing, legal plan, cancer indemnity plan, disability insurance, life insurance, employee assistance program, commuter benefits, business travel accident, paid volunteer day, paid memberships, paid seminars, and tuition assistance. We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law. SuMi Trust provides reasonable accommodations for employees and applicants with disabilities consistent with applicable law. If you need a reasonable accommodation during the application

Job DescriptionDescription: About US At Biz2Credit, we look for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward. As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions, like our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible. But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work. So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit. About the Role In this leadership role reporting directly to the Chief Risk Officer, you will oversee a team of high-performing Risk and Data Science Analysts, both onshore and offshore, to develop and implement credit risk models and AI-driven underwriting and credit decision processes, optimize strategies related to risk management, pricing, and business growth, and shape and enhance lending products and processes to ensure they are grounded in robust risk management principles, driving both innovation and stability. Responsibilities Credit Decisioning Model Development • Develop and implement advanced credit risk models (rule-based, heuristic, and machine learning) to support underwriting and portfolio management., • Automation of Customer Journey, Underwriting, and Credit Risk Framework., • Contribute to in-house research by publishing articles and whitepapers on topics related to small business, AI, and macroeconomics.Requirements:, • Hands-on expertise in developing and implementing machine learning-based statistical models., • 10+ years of experience in banking or Fintech, specializing in Modeling for underwriting, fraud detection, risk management, or collections for either consumer or small business. Hands on Experience in Statistical Models such as Logistics regression, XGBoost, Decision trees, or other ensembles., • Proven track record in risk management within the fintech or financial services industry., • Strong understanding of fintech products, lending solutions, Embedded finance and industry regulations., • Exceptional analytical and problem-solving skills with the ability to evaluate complex scenarios and drive data-driven decisions., • 5+ years of experience in managing a high-performing risk management team., • Advanced analytical and data science skills to support decision-making and risk strategy optimization., • Exposure to LLM/Generative AI/Agentic AI is preferred Salary Range $160k-$190k

Job DescriptionWho we are:Nitra's mission is to build a more efficient healthcare system and the technology that makes it possible. Our goal is to provide an ecosystem of fintech and software solutions that help doctors better manage their practices, so they can have time back to focus on what matters to them most. We operate with urgency, intensity, and ambition. The bar is high because the opportunity is massive. We expect excellence, ownership, and intellectual rigor from every team member. We move fast, make bold decisions, and hold ourselves accountable to results. At the same time, we believe great companies are built on trust and respect. Every voice matters. Every contribution counts. When we win, we win together. We are scaling rapidly and on a clear trajectory toward becoming a unicorn this year — and beyond. Our growth is not accidental; it’s the result of disciplined execution, relentless focus, and a team that refuses to settle. We are building a category-defining company, and we’re looking for people who want to do the most meaningful work of their careers. If you want comfort, this isn’t the place.If you want impact, ownership, and the chance to help build a generational fintech company, welcome. Nitra was created by unicorn founders who have successfully scaled to thousands of customers and exited $1B+ public offerings. They are joined by an ambitious and experienced team from American Express, Citi, PayPal, Capsule, Plaid, Bloomberg, Meta, Facebook, and Mastercard. The team is backed by some of the world’s leading VCs (Andreessen Horowitz, NEA, etc.) and is supported by an expert group of advisors including the cofounders of Square and Xendit, executives from Intuit, former Governors, White House senior staffers, and a co-founder of CityMD. Nitra maintains a hybrid work policy, with team members working from the office four days per week and Wednesdays designated as a work-from-home day. We're looking for:We are seeking a Senior Asset Based Loan (ABL) Officer to manage and grow a sophisticated equipment and inventory-backed lending portfolio while helping design and scale new structured credit programs. This role combines portfolio oversight, credit structuring, regulatory compliance, and program innovation. The ideal candidate is entrepreneurial, experienced in structuring equipment and inventory loans, and capable of collaborating cross-functionally with Product, Engineering, and Finance to build scalable lending infrastructure from scratch.Your responsibilities will include: • Manage portfolio activity for equipment loans and leases which contribute to an aggregate portfolio., • Create and ensure adherence to all credit policies, standards, procedures, and regulatory compliance requirements., • Monitor portfolio performance, risk ratings, covenant compliance, and collateral performance., • Participate in fundraising activities to raise third-party capital (debt and/or equity) to support loan activities, • Lead ongoing credit surveillance and proactively identify emerging risks., • Structure complex equipment and/or inventory-backed credit facilities., • Evaluate and make recommendations on new credit requests, renewals, and modifications., • Capture and document credit decisions, conditions, and structural modifications to balance client needs with internal risk/return requirements., • Provide underwriting expertise across multiple asset classes and obligor types., • Build and scale equipment and inventory lending programs from scratch., • Collaborate closely with Engineering, Product, and Finance teams to design loan infrastructure, risk frameworks, and operational workflows., • Develop scalable underwriting and credit processes aligned with business growth objectives., • Contribute to new product strategy and structured lending innovation., • Manage challenged credits and workout scenarios as needed., • Develop restructuring strategies to mitigate loss exposure while preserving client relationships.You have:, • BA with 10+ years of experience, or MBA with 7+ years of experience, • Significant background in equipment finance, asset-based lending, or structured credit environments., • Deep expertise in structuring equipment and/or inventory loans., • Proven experience building lending programs or credit structures from the ground up., • Entrepreneurial mindset with comfort operating in high-growth, evolving environments., • Experience collaborating cross-functionally with Product, Engineering, and Finance teams to develop lending solutions., • Strong underwriting experience across diverse asset classes and obligor types., • Ability to balance risk management discipline with business growth objectives.We Offer:, • Equity - Everyone at Nitra is an owner. When the company wins, you win., • Competitive Salary - You’re the best of the best, and your salary will reflect your experience and reward your contributions to Nitra., • Health Care - Your health comes first. We offer comprehensive health, vision, and dental insurance options., • Retirement Benefits - Your financial stability matters to us so we provide a generous employer 401K match.The compensation range for this full-time position is $180k - $250k + bonus + equity + benefits. Our salary ranges are determined by role, level, and location. The range displayed reflects the minimum and maximum target for new hire salaries for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Please note that the compensation details listed reflect the base salary only, and do not include bonus, equity, or benefits.Nitra values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnicity, national origin or ancestry, gender, race, religious beliefs, disability, sex, sexual orientation, age, veteran status, genetic information, citizenship, or any other characteristic protected by law.

Job Description Title: Chief Lending Officer DEPT: Executive REPORTS TO: President CLASSIFICATION: Exempt, Full-Time Location: Remote; AL; CA; IL; FL; MA; NC; NJ; NY; PA; TX; UT; VA Pay Salary: $250,000-$400,000, bonus eligible. Position Summary: This position is responsible for directing all lending operations, including commercial, consumer, and mortgage portfolios. They develop lending strategies, manage credit risk, ensure regulatory compliance, and lead teams to achieve loan growth and profitability goals for banks. Responsibilities: • Strategic Leadership: Develops and implements lending strategies to meet organizational growth and profitability goals., • Risk Management: Sets underwriting guidelines, monitors portfolio quality, manages delinquencies, and ensures compliance with state and federal lending laws., • Operational Oversight: Manages the entire loan lifecycle, including origination, underwriting, processing, and servicing., • Product Development: Identifies market opportunities to create competitive loan products, services, and pricing strategies., • Team Leadership: Mentors and manages the loan department staff, fostering a high-performance, member- or customer-centric culture., • Board & Senior Management Liaison: Reports on portfolio performance, loan quality, and strategic initiatives to the CEO and Board of Directors., • Serves as a member of the Company’s Asset-Liability Management Committee (ALCO); contributes to development of and adherence to appropriate loan pricing disciplines within construct of prudent ALCO guidelines., • Monitors and assist in developing enhanced credit training for all lenders., • Participates with lenders on customer and prospect calls, when appropriate., • Monitors document exception management by lenders., • Be actively engaged in strategic community involvement activities and serving as one of the Company’s leading ambassadors., • Lead as a culture champion contributing to a positive working environment through words and actions., • Responsible for ensuring internal and external customers receive outstanding service., • Promote adherence to all laws concerning financial institutions., • Regular and dependable attendance., • All other duties as required by business needs. Requirements: · Experience: 10–15 years of relevant experience in lending or financial management, with significant commercial or consumer lending expertise. · Education: Bachelor’s degree in finance, economics, or business administration is required; an MBA is preferred. · Knowledge: Deep understanding of credit analysis, risk analytics, and regulatory compliance (e.g., Dodd-Frank, fair lending laws). Loan portfolio growth rate. Delinquency and charge-off ratios.Net interest margin on loan products. Regulatory compliance rating. · Soft Skills: Strong leadership, strategic planning, communication, and negotiation skills · Proficient with Microsoft Office, particularly Word and Excel. · Knowledge of loan documentation in order to remain compliant with Federal regulations, and Bank policies and procedures. · Knowledge of all phases of lending, including laws and regulations governing business (including SBA experience), agricultural and consumer lending. · Business financial analysis expertise. · Familiarity with state and federal banking laws. · Strong leadership skills. · Ability to motivate and delegate. · Skilled in data review and decision-making. · Loan evaluation proficiency. · Competence in analyzing complex laws and contracts. · Effective response to sensitive inquiries and complaints.

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns. We employ a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Through originations and acquisitions of asset-oriented investments across a wide array of commercial and consumer asset types (including but not limited to private direct corporate and commercial real estate bridge lending), the investment team specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions. Arena’s investment team develops and designs investment structures to meet the unique needs of each opportunity. Arena is looking to expand the Risk Management Team through the addition of a Senior Risk Manager. In this role, this individual will report to the Chief Risk Officer of the team. Key Responsibilities: • Assisting CRO in managing Arena’s risks; focus is on the firm’s investment portfolios, which consist of the established distressed credit and special opportunities activities and the growing third-party insurance asset management, • Monitoring and enforcing compliance with investment guidelines, • Analyzing the portfolio’s risks, and proactively communicating with the investment team about these risks and how to improve the risk profile by considering market risk and risk capital, • Identifying and highlighting hidden risks (basis risks, tail risks, implicit short volatility, leverage, illiquidity), • Thinking ahead and analyzing how certain economic, political, and regulatory developments as well as central bank actions may impact markets and the value of the portfolio; applying forward-looking scenario and shock analysis to identify the price impact and the portfolio’s sensitivities The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. • 7 – 10 years financial markets experience, with the last four years in a risk management function; previous trading experience a plus, • Cross asset class experience with focus on credit (corporate and structured (e. g. CLOs, ABS including privates, tranching, diversity score, CDR, CPR)) and interest rates; distressed credit and bankruptcy experience a plus, • In-depth understanding of a wide range of products including cash and derivatives products, • Good understanding of the risk dynamics of an entire portfolio including its convexity profile, • In-depth familiarity with basis risks, leverage, and illiquidity, including the ability to identify these risks early and to judge the potential impact on prices and the investment team’s ability to transact, • Solid understanding of global macro matters: central banks, economic developments, global capital flows, and their impact on financial markets, • Familiar with international markets, • Experienced in creating and interpreting scenario and stress test analysis including tailor-made stresses ahead of specific market events, • Bond math skills (duration, convexity, various spread calculations, options greeks), • Knowledgeable about counterparty and operational risks, • Strong communication skills; able and willing to communicate with the investment team, investors, external business partners, and regulators, • Strong quantitative skills, • Familiar with portfolio and risk management systems, especially Aladdin; coding experience a plus, • The highest level of personal integrity and ethical standards., • A positive attitude and strong work ethic., • Health Care Plan (Medical, Dental & Vision), • Paid Time Off (Vacation, Sick & Public Holidays), • Training & Development, • Free Food & Snacks, • Wellness Resources

Job DescriptionBenefits: • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off Role Specifics: As a Business Development Officer at LoanBud, your primary responsibilities will include: • Developing and maintaining relationships with referral partners., • Actively prospecting, marketing, structuring, and originating new SBA and other business loans., • Establishing and maintaining a network of referral sources to attract potential SBA borrowers., • Maintaining in-depth knowledge of SBA products and staying informed about competitors and competitive products.Target Goals: Achieve a minimum funded volume of $1MM per month. Client Focus: Assist small businesses nationwide in securing funding for their ventures. Qualifications and Experience: • Preferred educational background: Bachelors degree., • Minimum 3 years of experience in business development or a similar sales field., • Excellent communication and organizational skills., • Proficiency in sales persuasion, active listening, and time management., • Strong product knowledge and relationship-building skills., • Critical thinking and strategic planning abilities., • This is an in-office position based in New York City., • Competitive base salary plus commission., • Bi-monthly commission based on funded loan volume., • Comprehensive benefits package including health, dental, and vision insurance. Join LoanBud in our journey to become the nations leading lender for SBA and other small business loans. This is an exciting opportunity to play a pivotal role in the success of small businesses across the country.

Job Description About Guaranteed Rate Affinity Guaranteed Rate Affinity, LLC is a joint venture between Guaranteed Rate, Inc. (NMLS: 2611) and some of the most recognized real estate brands in the market. We provide mortgage origination services to the clients of these well-known brands, providing our Loan Officers with greater alignment, stronger referral flow, and access to premium real estate channels. What’s the Role? We are currently seeking a hard-working, dedicated Mortgage Loan Officer to join our innovative and passionate team. Internally, this role operates at an elevated level, and you are expected and incentivized to operate like a business owner. Industry expertise, paired with effective delegation and auditing of files from origination through closing, will allow you to focus primarily on building relationships and growing your business. A 5-star customer experience and a successful proactive pipeline flow begin with you. Core Responsibilities: • Origination Consultation: Originate first or second purchase mortgages and refinance loans. Provide pre-qualifications, take full loan applications, and present the best financial products for each customer’s unique situation., • Pipeline Management: Review active loan files and pipeline reports daily. Delegate and audit file responsibilities to ensure smooth processing, utilizing our POD Flow Checklist., • Problem Solving: Actively resolve loan-level issues, restructure files as needed, and continuously monitor team turn times to minimize lock expirations and delays., • Relationship Building: Aggressively promote Guaranteed Rate Affinity to real estate agents, builders, financial planners, and other referral sources to develop strong, long-term partnerships., • Compliance Expectations: Conduct all operations in accordance with the CFPB, GRA policies, and local/federal regulations. Set proper expectations and provide timely status updates to borrowers and referral partners. Minimum Qualifications: • Licensing: Current state licensing and registration under the National Mortgage Licensing System and Registry (NMLS) is required., • Experience: 3+ years of experience in the consumer loan industry with a strong track record of telephone sales and closing., • Technical Knowledge: Expert knowledge of CFPB disclosure requirements, secondary market pricing scenarios, investor guidelines, and Conventional, FHA, VA, and USDA programs., • Skills: Highly organized, self-motivated, and tech-savvy. Must be comfortable working in a paperless environment using modern lending software. Compensation Benefits: This is a high-upside sales role. The Loan Officer is expected to sell the Company’s products and services by meeting with customers and referral partners, developing relationships, and performing work away from the office. • Pay: $60,000 - 200,000+ per year, commission-based, • Structure: 100% commission-based, directly tied to individual sales performance. Eligible candidates may also qualify for a discretionary sign-on bonus., • Benefits: We offer a comprehensive benefits program including a company-sponsored 401(k), medical/dental/vision/prescription drug benefits, flexible spending accounts, life insurance, commuter benefits, well-being resources, and more. Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

Job Description Purpose of Position The Collateral Risk Manager supports the Credit Risk Management department by managing procurement, coordination, and administration of third-party collateral reports including appraisals, environmental reports, and Property Condition Reports (PCRs/PCAs) for commercial real estate lending and portfolio management. The role emphasizes workflow management, vendor communication, appraisal review, invoice processing, and regulatory compliance. Essential Job Functions: Third-Party Report Procurement & Coordination • Manage the ordering of third-party due diligence reports including, appraisals, environmental reports, and PCR/engineering assessments., • Prepare engagement letters following internal and regulatory requirements., • Coordinate timelines, scope details, and deliverables with vendors., • Track report progress and provide updates to internal stakeholders. Oversight of Appraisal & Review Processes • Direct the appraisal lifecycle: scoping, vendor assignment, review, and acceptance., • Maintain valuation independence structures and enforce regulatory firewalls., • Evaluate 3rd party reviews for credibility, regulatory compliance, and methodological soundness., • Lead coordination of resolution matters with 3rd party providers including appraisers & reviewers. Vendor Management & Compliance Support • Maintain vendor documentation including licenses, E&O insurance, and compliance materials., • Assist with onboarding new valuation, environmental, and engineering vendors., • Track vendor performance issues and escalate as appropriate. Invoice Management & Administrative Support • Receive, validate, and process third-party vendor invoices., • Resolve billing discrepancies and coordinate with Accounts Payable., • Maintain job dissemination and invoice records for audit support. Workflow, Reporting & Documentation • Keep accurate pipeline trackers and workflow logs., • Update internal systems with delivery dates, vendor notes, and completed reports., • Support the Senior Credit Officer / Chief Appraiser in Policy enhancements, preparing audit exhibits, and Board materials. Cross-Functional Collaboration • Provide professional communication and support to internal and external partners., • Responsiveness within the CRM group and the lending team is a must. Knowledge, Skills and Experience Requirements: Required Qualifications • Minimum 7 years of experience appraising and/or reviewing., • Minimum 4 years of experience working in regulated financial institution., • Must have clear understanding of USPAP, • Strong administrative and organizational skills., • Proficiency in Excel, Word, and workflow systems., • Experience coordinating 3rd party vendors, • High attention to detail and accuracy., • Certified General appraisal license. Preferred Qualifications • Proficiency with Collateral 360., • Familiarity with environmental due diligence and PCR reporting., • Expertise in NYC Multifamily tax benefits. Our job titles may span more than one career level. The starting base salary for this role is between $130,000 – $150,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Internally, we call this position a "Pre-Approval Specialist", or "LP2 (Loan Partner 2). The Loan Partner 2 (LP2) job description outlines a critical role within the lending team, focusing on prequalifying borrowers, issuing pre-approvals, and managing the loan pipeline. Here are the key responsibilities and qualifications for an LP2: Job Summary The LP2 is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline. This role requires working cohesively with Loan Officers, borrowers, loan processors, underwriters, and third parties to ensure 95%+ of all loans close on time while providing an outstanding experience from application to close. Compensation: $75,000 - $100,000 yearly Responsibilities: Prequalify: • Serve as an available resource for referral partners, • Engage in soft qualification conversations to help assess general borrower readiness and scenario viability, • Answer referral partner questions such as:, • Condo warrantability, • Bank statement borrower scenarios, • Recasting and general loan structure questions, • Accurately pre-approve qualified borrowers, • Prepare payment and scenario requests, • Proactively engage pre-approved buyers, • Onboard all new contracts for rate lock consultation, • Submit applications for processing for disclosures, • Execute borrower updates, pre-closing, and funding calls, • Ensure 95%+ of loans close on time, • Excellent time management, interpersonal, communication, and follow-up skills, • Strong understanding of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage documentation, processes, and procedures, • Capable of analyzing credit reports, income, and asset documents, and can structure a loan properly in a variety of ways, • Current NMLS license or must be willing to get licensed within 90 days GoRascal revolutionizes the mortgage industry by combining Scott Valins's deep experience and service-first attitude with David Williams's operational and growth expertise. Together, they foster an innovative environment emphasizing education, positivity, and perseverance. They aim to transform the mortgage experience into a transparent, efficient, and client-centered journey. By instilling a unified service-first culture across their team, GoRascal commits to providing clients with tailored mortgage solutions swiftly and effectively. This approach not only raises the industry standard but also ensures a seamless, positive experience for every client involved, embodying their mission to make the mortgage process more accessible and less daunting for everyone.

• Job Type: Officer of Administration, • Bargaining Unit:, • Regular/Temporary: Regular, • End Date if Temporary:, • Hours Per Week: full-time, • Standard Work Schedule:, • Building: Student Financial Services (SFS) at Columbia University facilitates the financial experience of students during their enrollment. Supporting over 35,000 students and University teams in 17 schools, SFS focuses on excellent student service, strong support to our internal colleagues, and compliant management of processes and funds. With the upcoming changes to federal student loans, the Financial Analyst, reporting to the Associate Director, Financial Aid Loan Services, will manage operational processes connected with private lending used by students. Key constituents will be other SFS team members, school colleagues, external lenders and related vendors, and students. This role will drive excellence in efficient, effective and compliant management of private student loan funds. Responsibilities • Loan Processing, Reconciliation & Aggregate Monitoring:, • Manage loan originations and handle response and reject files from the Common Origination and Disbursement (COD) system., • Perform monthly reconciliation of Private loan programs in collaboration with University Financial Aid offices and the Controller's Office, in accordance with federal regulations and University policies., • Review student and program-level borrowing to ensure compliance with federal loan eligibility and aggregate loan limits., • Identify, research, and resolve discrepancies related to loan origination, disbursement, reconciliation, and aggregate limit usage., • Support the development and enhancement of internal controls designed to prevent over-awards and loan originations exceeding federal limits., • Aid in continuous process improvement, documentation, and standardization initiatives within the unit., • Compliance, Regulatory Implementation & Reporting:, • Ensure audit accuracy and maintain fiscal compliance with Federal Student Aid regulations and University operating procedures., • Test the implementation of new federal loan requirements which may include translating regulatory guidance into operational procedures., • Monitor the preparation of schedules, reports, and compliance documentation required for reconciliation, audits, program reviews, and regulatory reporting., • Provide reports and compliance metrics to support oversight of loan processing and aggregate limit compliance., • Systems Coordination, Testing & Data Integrity:, • Test and validate system updates in University information systems and coordinate with external vendors to support regulatory and programmatic changes. Participate in testing and validation of loan processing workflows, including origination, disbursement, COD responses, and reconciliation related to regulatory updates., • Validate data accuracy and consistency between institutional and federal systems following implementation of new loan limits and eligible grandfathering allowances., • Document system logic, edits, and exception-handling processes related to loan processing and aggregate limits., • Coordination, Training & Change Management, • Develop and maintain strong working relationships with financial aid offices to support consistent processing of Federal and Private loan awards, originations, disbursements, and reconciliation., • Serve as a subject-matter expert for financial aid staff regarding loan processing, reconciliation, and federal aggregate loan limit requirements., • Assist with the development and delivery of training materials related to loan processing procedures, system changes, and regulatory updates., • Remains current on private loan products and changes within the lending industry and identifies and issues updates to leadership and financial aid teams related to such information., • Serves as a liaison between financial aid and external lender relationship teams to provide statistical data related to the borrowing habits of students., • Resource, Policy & Information Management, • Provide support in the development, maintenance, and updates of the University Financial Aid Loan Processing Manual., • Assist with content management for the University Financial Aid Student Loans web pages, including updates related to regulatory or program changes., • Bachelor's degree or equivalent., • Experience with Federal and Private Loan programs., • Demonstrated knowledge of Federal Student Aid regulations., • Experience with PowerFAIDS Financial Aid system (or similar systems) and ELM Resources is strongly preferred., • Expertise in data analysis and visualization with large datasets., • Practical knowledge of relational database structures., • Strong proficiency in accounting principles and Microsoft Office Suite., • Must be detail-oriented with strong organizational and problem-solving skills., • Ability to manage deadline-oriented projects., • Communication & Interpersonal:, • Demonstrate strong critical thinking, interpersonal, oral, and written communication skills., • Ability to work well with all levels of employees., • Work Style:, • Must be flexible in nature, possess sound judgment, and exhibit an open, collaborative style that encourages teamwork across the organization., • Service Commitment:, • Demonstrated ability to work effectively with a wide range of University and business personnel involved in student administration activities., • Ability to work independently and successfully within a team-based environment., • Ability to manage conflicting priorities and perform effectively under deadlines., • Must be detail-oriented with strong organizational and problem-solving skills., • Ability to manage deadline-oriented projects., • Demonstrate strong critical thinking, interpersonal, oral, and written communication skills., • Ability to work well with all levels of employees., • Must be flexible in nature, possess sound judgment, and exhibit an open, collaborative style that encourages teamwork across the organization. Columbia University is committed to the hiring of qualified local residents.

• Job Type: Officer of Administration, • Bargaining Unit:, • Regular/Temporary: Regular, • End Date if Temporary:, • Hours Per Week: full time, • Standard Work Schedule:, • Building: The incumbent, reporting directly to the Assistant Director of Financial Aid Client Services, is responsible for counseling and advising students on all related financial aid programs, eligibility criteria, application procedures, costs, indebtedness, and financial planning at all contracted schools. The incumbent provides proactive, student-centered advising with increased emphasis on private and alternative financing options to support students impacted by changes in federal loan eligibility and aggregate loan limits. Responsibilities * The incumbent oversees related communication with students and parents and serves as a primary point of contact for financial aid call center inquiries, ensuring timely, accurate, and consistent information is provided to students and families. This includes managing inquiry volume related to federal, private, and alternative loan programs; resolving complex or escalated cases; and identifying trends in student inquiries to inform outreach, training, and process improvements. Responsibilities include supporting service-level expectations for response time, accuracy, and customer satisfaction, without formal supervisory authority. * The incumbent cultivates relationships with internal and external members of the University community, as well as external lending partners and scholarship providers as appropriate. The Officer reviews and interprets financial aid application data, determines student eligibility, and awards new and continuing students in accordance with School packaging philosophies, federal and institutional policies, and evolving regulatory requirements. * The incumbent assists in the review and annual update of Costs of Attendance (COA), packaging procedures, standard and custom reports, and selection sets, and troubleshoots technical and data-related issues impacting aid delivery. Particular attention is given to identifying students whose federal loan eligibility is constrained and proactively supporting alternative funding strategies. * Along with the Assistant Director, the incumbent maintains and updates financial aid content on the Student Financial Services website, including student-facing information related to private loan options, responsible borrowing, and financial wellness, as well as the database of external fellowships and grants. The Officer contributes to the development of clear communications and resources to help students and families understand borrowing limits, financing gaps, and available alternatives. * The incumbent is responsible for enhanced pre-collection and early intervention efforts for currently enrolled students, particularly those affected by federal loan aggregate limit reductions. This includes proactively contacting students with debit balances, assisting students and families in securing appropriate financing, and providing individualized financial planning support to help meet their financial obligations to the University. * The Officer provides first-class, student-focused support using workshops, individual appointments, web-based tools, email, social media, telephone contact, and call center platforms to disseminate accurate, timely, and clear information. The role includes increased financial literacy and debt counseling, with emphasis on comparing federal and private borrowing, understanding loan terms, and promoting responsible borrowing practices. * The incumbent may assist with the development and maintenance of call center scripts, knowledge base articles, and standardized responses related to financial aid counseling, loan borrowing limits, and alternative financing options. The incumbent may also contribute to tracking and analyzing call center metrics-such as inquiry volume, resolution time, and escalation frequency-to support service improvements and staffing assessments. * The incumbent is expected to follow office policies and procedures for all processes and responsibilities. * This position is expected to exercise professional judgment in extenuating circumstances, as defined by Department of Education regulations, when analyzing data and individual student financial situations to make informed decisions and adjustments to student records, while maintaining compliance and delivering an exceptional customer service experience. * Performs related duties and special projects as assigned, including participation in initiatives related to changes in federal loan programs, aggregate loan limits, call center service delivery, and expansion of private and alternative financing support. Minimum Qualifications • Bachelor's degree and/or its equivalent Demonstrated knowledge of Federal Student Aid regulations and understanding of Financial Aid systems preferred. * Knowledge of federal and private loan programs is strongly preferred. * Experience with SIS Informs and PowerFAIDS Financial Aid system strongly preferred. Other Requirements • Knowledge of accounting concepts as well as competence in Excel required., • A demonstrated ability to work independently and in a team-based environment, manage conflicting priorities and work under deadlines is needed., • Strong proficiency in Microsoft Office (Word, Excel, Access required)., • Must be detail-oriented with organizational and problem-solving skills, and be able to manage deadline oriented projects., • Must be able to demonstrate critical thinking, interpersonal, oral and written communication skills., • In addition, the successful candidate must be able to work well with all levels of employees, be flexible in nature, have sound judgment with an open and collaborative style that encourages teamwork and cooperation beyond the immediate team to the broader organization. Columbia University is committed to the hiring of qualified local residents.

Job Description: Job Title Credit Officer - Asset Backed Securities Corporate Title Vice President Location New York, NY Overview You'll be joining the US Credit Risk Management - Securitization team. The team is tasked with managing the credit risk associated with Deutsche Bank's securitization financing activities in the US. Credit officers are responsible for analysis and approval of securitization transactions, setting and monitoring facility limits, negotiating credit terms with the responsible Business line, ongoing risk monitoring and stress testing of exposures. This position will help oversee and credit risk manage the ABS (Asset Backed Securities) / Asset Finance Business. What You'll Do • Support the review and credit approval of securitized warehouse lending facilities secured by various ABS asset classes, including but not limited to residential mortgages, consumer loans, commercial leases and digital infrastructure assets, ensuring exposures are consistent with Bank's risk appetite, • Work with 1LoD to ensure transactions are appropriately structured with adequate risk mitigation to address relevant adverse scenarios, • Analyze the quality of underlying collateral, considering factors such as credit rating, strength of counterparty, industry trends and macroeconomic conditions are appropriately accounted for, • Stay informed about market trends and conditions that may impact the performance of securitized assets, helping to anticipate and mitigate potential risks, • Prepare detailed credit memos for approval with the relevant approvers and, where appropriate, present at relevant credit committees, • Participate in broader projects and initiatives, including portfolio monitoring, stress testing and regulatory / audit requests How You'll Lead, • Build relationships with 1LoD colleagues, challenging assumptions while providing constructive feedback, • Communicate credit views to senior management and help mentor and manage junior staff, • Lead responses and discussions related to audit and regulatory inquiries Skills You'll Need, • Credit risk management knowledge including experience with ABS structures, • Good analytical skills with attention to detail, ability to explain potentially complex and nuanced transaction structures to the relevant stakeholders, • Ability to evaluate cash flow models used to structure transactions, • Bachelor's degree in finance, Accounting, Economics, or related fields Skills That Will Help You Excel, • Ability to work independently and under time pressure, • Experience with securitization structures, involving non-traditional asset classes and related rating agency methodologies, • Strong analytical skills paired with excellent communication skills, both written and verbal, with the ability to present information in a structured, clear, and concise way Expectations It is the Bank's expectation that employees hired into this role will work in the ____ office in accordance with the Bank's hybrid working model. Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion. The salary range for this position in New York is $125,000 to $222,500. Actual salaries may be based on a number of factors including, but not limited to, a candidate's skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration. Deutsche Bank Benefits At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That's why we are focused on providing benefits and perks that enable our colleagues to live authentically and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more! Learn more about your life at Deutsche Bank through the eyes of our current employees The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank's California Privacy Notice please email . #LI-HYBRID We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view Deutsche Bank's Equal Opportunity Policy Statement and the following notices: EEOC Know Your Rights; Employee Rights and Responsibilities under the Family and Medical Leave Act; and Employee Polygraph Protection Act.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Bank of America is committed to an in-office culture with speci

Senior Wealth Advisor SAFE Act - Downtown Manhattan. The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

A leading mortgage lending firm is seeking a Mortgage Loan Officer to join its innovative team. This remote role allows you to utilize a powerful automated lending platform designed for efficiency and success.

Mortgage Loan Officer – Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Don’t Just Originate, We Automate. We're not another retail lender; we're the Amazon of mortgage len

Senior Wealth Advisor SAFE Act - Downtown Manhattan. The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

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Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. Job Responsibilities: * Build relationships with new clients with the goal of bringing in new bank and brokerage assets * Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills * Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments * Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research * Master referral opportunities to grow portfolio * Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.) * Acquire new clients through converting referral leads * Manage client follow-up and adhere to all Regulatory and Compliance operating procedures * Ensure strict adherence to KYC/AML and other compliance norms * Partner with all roles on branch team to ensure all clients have a positive in-branch experience * Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency * Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits Qualifications and Skills: * 5-8 years of experience serving in a financial advisory capacity * Experience in a proactive, successful sales and service role in the financial services industry * Strong analytical and financial skills * Strong verbal and written communication skills * Organized with strong attention to detail * Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred * Basic understanding of investment and financial planning strategies preferred * Must be a self-starter, problem solver and a goal-oriented team player able to work without direction * Securities Industry Essentials - SIE, Active Series 7, 66 (or 63 and 65) licenses * Group 1 Insurance License * This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures Education: * Bachelor's/University degree or equivalent experience Private Client Coverage Financial Planning Services Full time New York New York United States $70,000.00 - $70,000.00 In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Please see the requirements listed above. For complementary skills, please see above and/or contact the recruiter. Nov 28, 2025 If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi () . View Citi's EEO Policy Statement () and the Know Your Rights () poster. Citi is an equal opportunity and affirmative action employer. Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

As a Lead Credit Officer in Asset Based Lending Credit Risk, you will be part of the firm's risk governance framework and a critical member of the risk management team. Lead Credit Officer in Asset Based Lending Credit Risk. Minimum 5 years' experience in commercial banking, credit risk, portfolio m

Deliver mortgage lending services to clients in consultation with assigned Home Lending Officer(s) in all aspects of the loan application process to include: collecting borrower information, consulting a borrower on mortgage options; quoting rates/terms from the system, and addressing follow-ups on

Senior Wealth Advisor Safe Act - Brooklyn. The Wealth Relationship Advisor Safe Act is a seasoned professional role. Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.

Deep knowledge of working capital products and solutions and related ancillary solutions anchored in asset-based lending.

As a Vice President in the Special Credit Group within Commercial Term Lending, you lead the management and resolution of defaulted and non-performing commercial real estate loans secured primarily by West Coast properties.

A member-focused financial cooperative is seeking a Chief Lending Officer to lead the development of its lending strategy.The successful candidate will oversee consumer and mortgage lending operations, modernize processes, and build a cohesive team.Ideal for those with over 10 years of experience, p

Ready to build and strengthen a lending program while serving communities across Northern New England? Submit your resume showing 10+ years of progressive lending leadership experience within a financial institution, with a balance of commercial, consumer, and strong mortgage lending expertise. The

The Chief Lending Officer (CLO) will serve as a key member of Heritage Family Credit Union’s senior leadership team and lead the development and execution of the credit union’s overall lending strategy. Heritage Family Credit Union (HFCU), headquartered in Rutland, Vermont, is a member-focused f

Deep knowledge of working capital products and solutions and related ancillary solutions anchored in asset-based lending.

Vice President, Special Credit Group. As a Vice President in the Special Credit Group within Commercial Term Lending, you lead the management and resolution of defaulted and non-performing commercial real estate loans secured primarily by West Coast properties. Strong analytical and problem-solving