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Effective management of Strategic Partnerships to maximize residential lending production for a team of Mortgage Bankers ( MBs ) and Loan Production Assistants (LPAs) and business development efforts in accordance with CNB core values.

Job Description About Premium Merchant Funding We’re not your typical finance company. We’re a fast-growing, energetic team, committed to helping small and medium-sized businesses succeed. Premium Merchant Funding is a national leader in alternative business lending, specializing in support for high-risk businesses that traditional banks often overlook. Our mission is simple: empower entrepreneurs. We provide smart, accessible, and fast financial solutions to help businesses grow, remain resilient, and tackle their next big challenge. If you believe in second chances and smart risk-taking, you’ll feel right at home here. Sales Representative We’re looking for motivated, persuasive, and results-driven Sales Representatives to work with our team. You’ll be on the front lines, building relationships with business owners, understanding their needs, and helping them unlock funding that can change the course of their business. This is designed for self-starters who want the freedom to directly impact their income through performance. Job Responsibilities • Prospect & Engage: Connect with potential clients via outbound calls and email., • Understand & Qualify: Learn about each business’s unique situation and match them with the right financial solutions., • Educate & Advise: Share how our lending options can help business owners grow, stabilize, or scale., • Own Your Pipeline: Manage leads and deals using our CRM, and stay on top of follow-ups., • Close & Earn: Develop the skills to close deals—and get rewarded based on the results you deliver. What We're Looking For • Experience in sales, customer service, or client-facing roles is helpful, but drive and grit matter more, • Confident, clear communicator with a positive, persuasive approach, • Self-motivated and goal-oriented—you like setting targets and beating them, • Strong problem-solving skills and business curiosity, • Resilient, coachable, and energized by high-stakes opportunities What We Offer • Performance-Based Earnings: Your income is directly tied to your results—high effort means high reward, • Uncapped Commission Structure: There’s no limit to what you can earn, • Potential to earn $70,000–$100,000+ in your first year, • World-Class Training: We’ll equip you with the tools and knowledge to thrive in the business lending space, • Growth Opportunities: Show us you’re serious, and we’ll show you a path upward Our Core Values • Be transparent, honest, and accountable, • Lead with ideas and embrace innovation, • Put clients first—always, • Give back and make a difference, • Work hard. Play harder. If you're looking for a high-impact opportunity where your hustle determines your income, we’d love to meet you. Apply today and take the first step toward a high-earning, high-growth opportunity with Premium Merchant Funding.

The Portfolio Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio. Duties and responsibilities include: Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process.Reports to Commercial Banking Manager all Leap Process issues found in this area. Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio.Reports to Commercial Banking Manager all portfolio issues found in these areas. Conduct analysis/underwriting functions, as needed Responsible for monitoring exception, covenant and delinquent reports on a weekly basis.Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports. On-going review of future maturities for timely disposition. Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation. Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance. Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action.Report status to supervisor. Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations. Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions. Provide assistance in other areas within the department, as required, covering during vacation or absenteeism Minimum Education and/or Certifications Requirements: Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience. Formal credit training required. Minimum Work Experience Requirements: 7+ years of professional experience in lending field, credit analysis/underwriting of loans. 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Knowledge of Bank documentation and other bank products Technical and/or Other Essential Knowledge: Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

The Portfolio Management Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio. Duties and responsibilities include: Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process.Reports to Commercial Banking Manager all Leap Process issues found in this area. Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio.Reports to Commercial Banking Manager all portfolio issues found in these areas. Conduct analysis/underwriting functions, as needed Responsible for monitoring exception, covenant and delinquent reports on a weekly basis.Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports. On-going review of future maturities for timely disposition. Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation. Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance. Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action.Report status to supervisor. Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations. Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions. Provide assistance in other areas within the department, as required, covering during vacation or absenteeism Minimum Education and/or Certifications Requirements: Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience. Formal credit training required. Minimum Work Experience Requirements: 7+ years of professional experience in lending field, credit analysis/underwriting of loans. 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Knowledge of Bank documentation and other bank products Technical and/or Other Essential Knowledge: Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

The Portfolio Management Officer is responsible for the overall management of the Commercial Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio. Duties and responsibilities include: Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process.Reports to Commercial Banking Manager all Leap Process issues found in this area. Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio.Reports to Commercial Banking Manager all portfolio issues found in these areas. Conduct analysis/underwriting functions, as needed Responsible for monitoring exception, covenant and delinquent reports on a weekly basis.Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports. On-going review of future maturities for timely disposition. Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation. Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance. Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action.Report status to supervisor. Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations. Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions. Provide assistance in other areas within the department, as required, covering during vacation or absenteeism Minimum Education and/or Certifications Requirements: Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience. Formal credit training required. Minimum Work Experience Requirements: 7+ years of professional experience in lending field, credit analysis/underwriting of loans. 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans. Knowledge of Bank documentation and other bank products Technical and/or Other Essential Knowledge: Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

As a Market Manager, you help create the energy and excitement around Amerant Bank products, providing the right solutions and getting products into customers’ hands. You understand that Amerant Bank is dedicated to delivering a customer experience that’s unlike any other. It starts with you discovering customers’ needs and with the support of your team members, you match those needs with the right products. Primarily responsible for the achievement of banking center profitability, sales goals, operation activities and the management and use of the various elements encompassing a transformed banking center.Responsible for the sale of Bank products and services to new and existing clients inside the branch as well as the generation of new business opportunities outside the branch.Ensure quality levels of branch customer service.Ensure development and training of branch staff.Promote a positive Bank image within the community.Oversee administration of all personnel issues. Ensure the protection of all branch assets.Manage branch expenses.Responsibilities: Operational Excellence Ability to perform all position responsibilities within a banking center. Provide guidance and supervision to Banking Specialist IV in the oversight of the day to day banking center operational activities in the banking center in accordance with all Bank policies and procedures.In the absence of the Banking Specialist IV take lead responsibility. Adhere to all policies and procedures per Retail Banking’s operating manuals, employee handbook and all other that apply to the position functions.Ensure all regulatory requirements as well as security and audit procedures are adhered to always. Responsible for ensuring individual acts do not lead to Bank operating losses as well as escalating potential concerns that could lead to Bank loss to appropriate supervisor. Provide guidance and supervision to the Banking Specialist IV in keeping branch in compliance with all Bank policies and procedures as well as ensuring audit, compliance and security procedures are adhered to at the branch location.In the absence of the Banking Specialist IV take lead responsibility. Take responsibility for daily overdraft / NSF decisions. Ensure branch monthly audits reflect appropriate controls are in place. Identify, evaluate, monitor and make any recommendation deemed necessary to the Risk Management Committee in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards. Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues Customer Service Adhere to customer service expectations as defined for all positions with the banking center. Act as a customer advocate to ensure we meet the needs of our customers and prospects with the intent of enhancing customer retention and engagement Provide quality customer service to all current and prospective customers as measured by Bank service standards. Deliver customer experience for all segments to ensure quality customer experience every day every time. Business Development This position requires consistently meeting or exceeding sales goals as defined by management at a personal and team level. Adhere to all sales leadership expectations including inside and outside calling efforts as defined by management. Responsible for all sales activities within the banking center. Responsible for the development and implementation of business plan to achieve banking center sales goals. Partner with other lines of business (Commercial, MIS, Residential Lending, etc.) to maximize opportunities and expand customer relationships with the Bank.This requires the ability to establish and manage peer relationships. Represent the Bank in local community organizations with the purpose of promoting the Bank image as well as uncovering potential business opportunities. Encourage and assist banking center staff in fostering relationships within the community which support the Bank brand and provide business development opportunities. Participate and actively engage banking center staff in business development activities sponsored by Retail Banking or the areas Regional Sales / Service Manager. Have an enhanced understanding of all the Bank’s products, services and sales delivery processes to train and coach banking center staff as appropriate. Responsible for managing day to day sales activities within the banking center. Branch Transformation Adhere to all expectations defined for a transformed banking center. Take lead responsibility by coaching the Banking Specialist IV and other team members on the day to day banking center activities in accordance with the behaviors and expectations defined for a transformed banking center. Conduct daily huddle to reinforce branch transformation roles and expectations. Ensure Banking Specialist Manger creates a schedule of activities for banking center staff to ensure ability to adhere to fluidity guidelines when greeting and assisting customers and guests with the banking center.In absence of Banking Specialist IV take lead responsibility. Ensure banking center has a Digital Advocate and that they fulfill the expectation of being an expert on the Bank’s Online Banking (personal and business) and Mobile Banking channels to be able to assist customers and promote their sale and usage.Ensure Digital Advocate is educating other team members on digital channels. Role model and participate in lobby management standards including acting in the Greeter role.Greet customers and prospects in the lobby in accordance with transformed banking center defined standards. Be a role model relative to defined career wear standards. Overall responsibility for maintenance of defined facility standards. Leadership Has overall responsibility for achieving branch growth, revenue and expense targets as defined by the Bank. Lead responsibility to coach staff to ensure goals are consistently met. Has approval authority. Has overall responsibility for the day to day operational functions of the banking center. Has overall responsibility for monitoring branch service quality levels and coaching staff as appropriate. Responsible for training and assisting less experienced branch team members.Responsible for assessing team member needs and finding resources to address applicable need.Identify and work with high potential associates in the achievement of their defined career path. Responsible for daily coaching of team members in the areas of operations, compliance, sales activities and branch transformation elements and functionality. Escalate and work to resolve issues related to facility, digital technology and other elements related to branch transformation. Overall responsibility to monitor employee activities and act when necessary. Working with Human Resources interview, hire and terminate branch team members. Conduct performance evaluations and salary reviews for all branch personnel. Conduct coaching activities with branch team members. Participate in training and meetings and communicate back to team members information pertinent to the operation of the banking center. Create a feeling of energy and excitement among team players.Promotes Bank vision and values. Provide for team member’s training, professional development, recruitment and mentoring. Raise awareness of the Bank’s strategic planning and timing in order to position the Department to be able to perform its assigned responsibilities. Evaluate team member’s performances and take corrective actions to address problems. Counsel and guide team members to ensure that approved objectives are met. Supervise a team of experienced professionals exercising key responsibilities over leadership, team goals and objectives, performance management, resource planning, training, motivation, coaching and recognition. Other Live the Bank values every day. Complete mandatory training and required responsibilities to have knowledge of complete lines of products and services. Ability to work in different assigned banking centers within the region. Cooperates with superiors, peers to accomplish team and Bank goals. Other duties as required. Minimum Work Experience Requirements: Market Manager II requires a minimum of 5 years’ experience in Bank sales / service environment as manager or equivalent experience. Minimum Education and/or Certifications Requirements: High School or GED required. Bachelor’s Degree required.In lieu of Bachelor’s Degree equivalent experience accepted (defined as 5 years in Bank sales / service environment).English required, and certain markets may require second language skills. Applicant must be NMLS registered and provide the company with their NMLS number or be willing to register in NMLS upon accepting an employment offer. Additionally, FBI Criminal Background and credit checks must be successfully passed within the first 30 days of employment, or 30 days from the date of the upload (whichever occurs first). Functional Skills & Knowledge Requirements: Must possess Delegation and Grid Development skills as well as supervisory, decision making, motivational and coaching skills. Must be able to effectively hire, discipline and manage assigned workforce as well as conduct performance evaluations. Must possess managerial skills, assertiveness and leadership skills, project management experience and the ability to administer organizational resources. Must be able to distribute resources that support the corporate strategic plan and can identify, assess and report risks arising from violations of rules, regulations or internal policies.

The Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank. Responsibilities: Promote and cross-sell various products and services through telephone calls, mailing notices and face-to face visits, with the objective of servicing, maintaining, developing new relationships, increasing the deposit and loan portfolio, increasing bank revenues and identifying current and potential business opportunities for the bank. Provide personalized attention to all bank customers in order to provide better service, attract and attain new customers and increase the presence of Amerant Bank, N.A. in the market. Know and increase customer's wallet share in order to retain them and keeping them engaged increasing their lifetime value. Develop and maintain Corporate Banking relationships with businesses established in their communities. Provide financial solutions to satisfy commercial business needs, establish new and/or developing existing deposit and loan relationships within this target market in order to achieve established production goals for assigned region. Extensive knowledge of credit and underwriting standards in accordance with the bank’s credit policy guidelines. The ability to evaluate, monitor, analyze, and control overall quality of existing credit portfolio, including related depository relationships and their activity; develop strategies to accommodate customer needs, focusing on adequate growth of relationships. Make recommendations for approval of lines of credit, owner occupied real estate, term loans, and other related credit products. Make presentations to Loan Committee when required for approval of commercial credit transactions. Approve loans and other banking transactions within lending authority. Evaluate and take action to adequately manage and control customer overdraft and uncollected funds transactions following approval limit guidelines in order to accommodate and service customers in a financially feasible and prudent manner, with minimum risk exposure to the bank. Review account activity to identify, evaluate, monitor and make any recommendation deemed necessary to the Business Manager in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, BSA, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards. Ensure that officers do business within the Bank’s policies and parameters, maintaining the desired level of exposure and risk with respect to BSA. Represent Amerant Bank, in different community and economic development activities such as business chambers and community related associations (i.e.: Chamber of Commerce, etc.). Minimum Education and/or Certifications Requirements: Bachelor's Degree in Business, Finance or Accounting. Formal credit training Minimum Work Experience: Seven or more years Corporate or Middle Market banking in the areas of business development and managing diversified lending relationships. Technical and/or Other Essential Knowledge: Proven commercial lending and credit experience, analyzing financial statements, reviewing loan documentation and administration Successful track record in sales and business development Effective verbal and written communication skills. Knowledge of commercial banking products and services Proficient using MS Office, including MS Word, MS Excel, MS PowerPoint and Outlook. Must be knowledgeable of operations and credit guidelines and policy, BSA and other Banking regulations

Job Description The Member Outreach Officer I serves as a brand ambassador within the local community to promote the benefits of EdFed membership, while supporting strategic growth of the business and pursuing opportunities for ongoing acquisition of new members, loans and deposit accounts. DESCRIPTION 1. Serves as an ambassador to an assigned region of local schools and branches while promoting the benefits of EdFed membership through external events at local schools, colleges, associations and community groups to drive new CU business., 2. Collaborates under the direction of the Member Outreach Director and Manager to maximize brand recognition for increased business development opportunities., 3. Manages schedules to ensure that all assignments, relationship goals, outbound calls, activities and events are accurately logged in a contact management solution on a daily basis., 4. Maintain records and prepare monthly reports on community outreach activities, business relationships, Select Employee Group engagement efforts, and the results of those activities., 5. Build a database of viable prospects for new sponsor relationships and schedule to the business development meetings to increase our EdFed field of membership., 6. Actively participate in festivals, fairs and trade shows to promote new business for the Credit Union., 7. Assists with new membership and lending applications during field-based events to drive successful achievement of organizational growth objectives., 8. Assists in the staging and setup of promotional events and exhibits at school-based and community events., 9. Assists in the deployment of retail marketing campaigns throughout the assigned locations and events including facilitation of outbound promotions via lobby, phone, and sponsor on-sites.., 10. Participates in team meetings to share best practices in membership marketing while serving as a subject-matter mentor to peers, staff and students., 11. Supports the Member Outreach Director and Manager and the Financial Education team in the development of the educational curriculum for the High School Branch Program., 12. Assists the Member Outreach Director and Manager in the development of member on-boarding strategies and other member engagement initiatives., 13. Required to have the ability to travel throughout all regions to provide staffing assistance when necessary., 14. Must have comfort in speaking in front of both small and large groups including in classroom presentations and community events., 15. Weekend, evening hours and travel may be required., 16. Collaborates with Retail and Lending stakeholders in the creation of targeted promotional campaigns., 17. Stays abreast of individual community trends and economic development changes. Tracks and measures event participation results. Makes recommendations to maximize return on future investments of events, sponsorships, philanthropic initiatives and donations., 18. Facilitates the Summer Youth Internship Program and coordinating student and parent presentations, 19. Perform other duties as assigned by management. JOB QUALIFICATIONS & SPECIFICATIONS 1. Excellent written and verbal communication skills., 2. Positive, dynamic leader with strong ability to build relationships and network, 3. Strong organization, prioritization, analytical and problem solving ability., 4. Team player with ability to interact with all levels of staff in the organization., 5. Working knowledge of PC applications including Microsoft Office., 6. Must be able to maintain a high level of confidentiality.

Job Description We are seeking a Mortgage Loan Originator to become a part of our team! You will evaluate and authorize approval of real estate, and commercial loans. Responsibilities: • Advise borrowers on financial status and payment methods, • Guide customers through the loan application process, • File loan applications and supporting documents, • Develop referral networks to locate prospects for loans, • Previous experience in finance, banking, or other related fields, • Familiarity with financial and lending practices, • Ability to build rapport with clients, • Strong analytical and mathematical skills, • Excellent written and verbal communication skills

Major, Lindsey & Africa’s Interim Legal Talent group is seeking an Interim Client Wealth Services Counsel for the next 6+ months. Overview: We are seeking an Spanish speaking, Interim Lending Counsel, Wealth Services, to assist with drafting of lending documents, due diligence and product coverage on a full-time basis over the next 6+ months. Company: International banking institution. Experience: 6+ years of experience within the wealth lending space, preferably at a financial institution. Location: Tampa or Miami, FL (hybrid) Responsibilities Include: • Drafting deal documentation – including but not limited to loan agreements, amendments, notices, etc., • Creation of form documentation., • Coverage for certain products – including but not limited to art lending and commercial real estate lending., • Review of corporate documentation to opine on capacity and authority. Qualifications Include: • 6-8+ years of relevant lending experience, preferably in a financial institution., • Ability to conduct corporate due diligence on capacity and authority., • Spanish fluency. Information regarding benefits can be found on MLA’s Website on the Consultant Resources Page: All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration. Major, Lindsey & Africa does not discriminate against applications on the basis of age, sex, race or any other protected characteristics pursuant to applicable state or federal laws. Bullhorn Job ID: 229879

Job DescriptionDescription: Miami Children's Museum is looking for a new Museum Ticket Sales Associate to join their team! Miami Children’s Museum is a 501(c)(3) non-profit educational institution, which meets the needs of all children in our multicultural community. The Museum offers interactive exhibits, programs and learning materials related to arts, culture and our community. Miami Children’s Museum encourages visitors of all ages to play, learn, imagine and create together. The Museum Ticket Sales Associate is responsible for greeting and assisting all visitors, operating POS systems for the purpose of selling admissions to the public and promoting the purchase of memberships. Also responsible for answering the museum’s telephone switchboard promptly and professionally and lending administrative support to other departments in the executive offices. ESSENTIAL FUNCTIONS: • Greet visitors in a courteous and friendly manner with a smile and great attitude!, • Open, operate and close POS operations daily. Reconcile cash drawers daily upon closing., • Promote membership sales to visitors purchasing admission tickets., • Input membership information into Raiser’s Edge database., • Serve as a customer service representative and provide information to visitors as requested., • Screen telephone calls and route them to the appropriate department(s), • Be knowledgeable about all revenue-based opportunities at MCM and “sell” the opportunity when needed, • Assist the Associate Director of Sales in the scheduling of the museum’s camps, group tours, and birthday parties, • Assist the Marketing and Sales Department in performing related research assignments., • Receive all mail/packages and distribute to appropriate departments in a timely manner, • Coordinate all courier pick-ups, • Maintain the organization of the copy room and break room, • Assist with the ordering of office supplies and preparing invoices, • Other duties as assigned. Requirements:, • Graduate from an accredited high school or G.E.D., • Highly organized individual., • Experience with modern sales techniques and equipment., • Ability to interact with the public in a positive and enthusiastic manner., • A minimum of one year of verifiable customer service and/or sales experience., • Bilingual (English/Spanish) is preferred.

Job Description JOB SUMMARY: This position is responsible for increasing branch assets, deposits, customer base and revenue by building rapport with new and existing customers to understand their current and future financial needs, and match Seacoast Bank’s products and services to those needs. The Client Advisor will also function as a bank Teller, processing transactions for customers in the lobby and drive-thru. Consistently gains the confidence and trust of others through honesty, integrity, and authenticity. ESSENTIAL DUTIES AND RESPONSIBILITIES: Relationship Building • Exhibit consistent relationship building including, but not limited to:, • Prepare for various customer interactions, • Build rapport, • Effectively utilize and document open and closed-ended questions to understand current and future financial goals of customers, • Match customer needs to Seacoast Bank products and services, • Confidently and proficiently explain Seacoast Bank products and services to customers, • Proven ability to close sales based on customer needs, • Ask for referrals from new and existing customers, • Exhibit good listening skills and speak clearly and persuasively in positive or negative situations., • Strong understanding of Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes, • Respond promptly to customer needs and requests for service., • Quickly seek out appropriate people in more complex financial matters., • Able to balance business needs with customer requests while managing potential risk to bank., • Embrace new technology and remain up to date on industry changes to create an open environment that fosters idea generation and innovation., • Participate in community, charitable or civic events., • Deliver presentations regarding banking products/services through networking events., • Exhibit strong work ethics and teamwork, collaborating with other associates within the branch and across the organization to develop trusting and cooperative working relationships., • Actively pursue NMLS registration status., • Build proficiencies in all consumer deposit and lending products and processes., • Develop on an introductory understanding of small business deposit and lending products and processes., • Demonstrate proficiency in outbound calling process., • Develop skills to identify referral opportunities with internal business partners., • Open and process accounts, perform account maintenance, process checks, cash and the sale of negotiable instrument transactions adhering to the banks current policies and procedures, protecting the Bank against the risk and exposure of criminal or fraudulent activity. Escalate customer concerns as needed., • Ensure branch adherence to AML/BSA requirements (Customer Identification Program, Account Opening Customer Due Diligence, ongoing profiling requirements, Enhanced Due Diligence, OFAC, Suspect Activity Form, etc.), operational procedures, audit procedures, risk/control expectations, dual control, security, Business Continuity, and all other regulated banking requirements; communicate any updates to associates. Follows up on all audit / scorecard / QC deficiencies., • Practices ethical sales behaviors in accordance with the Associate Code of Conduct and Sales Practices Policy, acting in the best interest of the customer when offering additional products and services., • Balance cash drawer daily and monitors own work for accuracy., • Follow instructions and responds to management direction to help resolve more difficult customer objections and solves problems in a timely and positive manner to retain the customer relationship., • Adhere to Seacoast Bank’s Code of Conduct., • Follow all safety and security procedures. EDUCATION and/or EXPERIENCE: • High School Diploma or equivalent required., • Minimum of 6 months cash handling experience required., • College degree or 1+ years in retail sales and/or financial services experience required., • Flexible schedule required with ability to work during hours of operations, including weekends and occasional non-bank operational hours., • Demonstrate excellent communication (written and verbal) and interpersonal skills in Spanish and English required., • Able to work independently and exercise a high degree of initiative., • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software. The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

Major, Lindsey & Africas Interim Legal Talent group is seeking an Interim Client Wealth Services Counsel for the next 6+ months. All interested and qualified candidates should apply directly with Major, Lindsey & Africa for review and consideration. Major, Lindsey & Africa does not discriminate agai

Chief Technology Officer (CTO). Our vision is to continually modernize our platform, stay on the cutting edge of lending technology & integrations, and prime ourselves for a future raise and/or exit—an upside our new CTO will be strongly incentivized to share in. With no VC or PE involvement,

Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Partners with financial center leaders, performance managers, and market leaders to provid

Benefits may include: ★ Repayment of qualified education loans to lending institution, paid annually over a maximum of three years while serving ★ Based on your field of concentration, you may be eligible for an accession bonus, paid over a four-year period while serving ★ Travel opportunities

Benefits may include: ★ Repayment of qualified education loans to lending institution, paid annually over a maximum of three years while serving ★ Based on your field of concentration, you may be eligible for an accession bonus, paid over a four-year period while serving ★ Travel opportunities

Effective management of Strategic Partnerships to maximize residential lending production for a team of Mortgage Bankers ( MBs ) and Loan Production Assistants (LPAs) and business development efforts in accordance with CNB core values.

We are looking for a detail-oriented mortgage underwriter to grow with our team! Located within Miami-Dade or Broward County. Over 2 years of mortgage underwriting experience or mortgage lending experience is required. For us, the goal is not only the purchase of the house; for us, it is important t

The Asset Based Lending Analyst Senior is responsible for independently ensuring the integrity of collateral and loan information for an assigned portfolio of Asset Based Commercial and Business Banking Loan clients. Serves as backup for other collateral Analysts; maintains up-to-date and well organ

Home Service Specialist II, Lending Client Associate, Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America for 1 year. Recommends financial advice and guidance that align with the clients' financial goals and

Job Description Reasons why you want to work with Quality Mortgage Solutions: We keep it simple, our core principles are built around having a positive, high energy & family style environment while doing everything in our power to reach our highest income potential. We are growth oriented and we want you to succeed and grow as fast as your abilities will allow. If you have what it takes we will train and build you to not only be an amazing loan officer but to also manage your own team and earn additional income as a team leader or sales manager. There is no limit to what we are willing to do for our team members that want to grow, we will enable you to reach all your goals in this business and beyond. You will have direct access to the President of the company, your ideas and suggestions are valued here. One of the most important things to consider when working with a mortgage company is the processing team that will be working on your loans. We have our own in house team of 5 star processors. Our processing is setup in a way that all you need to do is get a full 1003 application along with all the income documents needed to submit and our team takes it from there. We disclose your file, order title, appraisals, HOI questionnaires, submit to underwriting, clear your conditions and let you know when your file is cleared to close; Meanwhile keeping you in the loop the entire time. Our commission structure is among the highest in the industry. Key tools we offer to help you close more deals! · We provide the strongest compensation plans and incentives in the market · We are licensed in FL, GA, & CO · We offer inbound Purchase & Refinance leads from all different types of sources · The inbound leads ring on your desk phone and cell phone · We provide realtors to build relationships with to further increase your client base · We provide the most competitive pricing in the market! You will never lose a deal because someone beat your numbers · We do not charge any junk fees or pad our rate sheets, this ensures that you will offer your client the best deal · We are a wholesale broker and are partnered with over 50 lender partners, we find a solution for every deal · We offer marketing tools, flyers business cards, and anything you need to promote yourself and your business · Same day interviews are possible (based on availability) · We offer every loan option you can think of, Conventional, FHA, VA, Jumbo, Foreign National, Hard Money, Bank Statement & Investor products & More Qualifications: · Must be a licensed Mortgage Loan Originator & be active with the NMLS. · Previous experience in the mortgage field, finance, banking, or other related fields · Excellent computer skills and efficiency · Familiarity with financial and lending practices · Ability to build rapport with clients · Strong analytical and mathematical skills · Excellent written and verbal communication skills · Desire to grow, take on new tasks, overcome objections · Excellent time management skills are a must · Self motivation & drive is required Disclaimer: · Quality Mortgage Solutions, LLC. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.

Job Description The Portfolio Manager plays a critical role in managing and monitoring a diverse portfolio of commercial loans. The individual is responsible for maintaining asset quality, analyzing financials, supporting relationship managers, and ensuring compliance with internal credit policies and regulatory standards. The ideal candidate is fully credit-trained but can be supplemented if not the case via extensive work experience exclusive to the role and also brings in-depth operational knowledge of bank processes and risk management practices. Key Responsibilities • Collaborate with commercial lender to generate loans consistent with the banks strategies and policies, • Assists commercial lenders with the assessment and the processing of term Sheet, loan applications, commitment letters, future maturity and loan modifications, site visits, ticklers and past dues, closing process ensuring compliance with lending criteria and internal risk policies, • Assist commercial lender to provide data to support tactical adjustments to lending operations and BSA Compliance, • Handles the administrative side from the inception to the closing of the loan applications including gathering necessary documents, conducting preliminary checks, and updating loan processing systems, BSA, review weekly pipeline, clear closing conditions, • Supports commercial lenders and the Credit Department with the monitoring of the portfolio ticklers and past due. approvals, loan modifications, site visits, closing conditions, downgrades or rejections in a timely and efficient manner, • Communicate and responds to customer inquiries regarding loan applications, supporting documentation, terms, and repayment plans, loan activity, operational issues encountered., • Represents the bank in the community through good customer relations and business organizations, • Other duties: Perform other duties as assigned by leaders Required Education: Technical Studies Possible Degrees: Minimum two (2) to four (4) years of related experience Other Education: Notary Public Technical Knowledge & Skills: • Extensive background in commercial lending, bank policies, procedures, and banking regulations (State and Federal government, • Professional and service oriented demeanor with a strong interpersonal, communications, problem-solving and organizational skills, • High regard to the importance of confidentially, and BSA knowledge, • Ability to very effectively present information in one-on-one and small group situations to customers, clients and other employed of the organization in both English and Spanish. Language Skills: English and Spanish (Bilingual) As a Drug-Free Workplace, we prioritize the safety and well-being of our employees. Applicants selected for hire will be required to pass a pre-employment drug test and background check in accordance with company policy.

Job DescriptionSalary: $150-200k, bonus and equity RoleSummary: The Director of Financeplays a crucial role in shaping our companys financial models to support strategic decision-making and drive sustainable growth. Working closely with the CFO, this role executes company strategy while overseeing the daily operations of finance and accounting. This position influences key areas such as pricing strategy, financial planning, accounting processes and capital efficiency, ensuring that financial insights translate into impactful business outcomes. Responsibility/Task: • Develops and refines key business models, including operating and revenue models, Customer Lifetime Value (CLTV), Customer Acquisition Cost (CAC), and various ad hoc models to inform strategic business decisions. Implements sensitivity analysis and scenario planning to assess financial risk and opportunities, • Leads financial reporting and oversight of the accounting team, audits, ensuring precision and thoroughness in all deliverables. Ensures models align with accounting principles and reporting requirements, • Manages capital efficiency, pricing strategy, and company budget to optimize returns from financial activities, with a focus on accuracy and comprehensiveness. Develops long-term financial plans including investment strategies and business expansions, • Enhances team productivity across the organization, ensuring all roles are aligned with effective KPIs that drive profitability and operational efficiency. Tracks and reports on KPIs to measure financial health and operational success, • Drives assertive, clear communication across departments, from entry-level employees to executive management, to ensure alignment and efficient decision-making. Partners with senior leadership to align financial strategies with company goals, • Maintains agility and adaptability, responding quickly to dynamic business environments and ensuring fast, accurate delivery of financial insights and reports that supports real-time decision-making Interacts with: Leadership, employees, vendors, investors Travel required: limited Location: Remote from within the United States Education and Functional Experience: • 10+ years of experience leading finance within the finance industry, such as Financial Services, Wealth Management or Fintech, • Bachelors degree in finance, economics, accounting, or related field. CFA and/or MBA preferred, • Highly skilled in building comprehensive financial models (e.g., 3-statement, cash flow models) to guide business decisions, with meticulous attention to detail, • Advanced proficiency in financial modeling tools and software (Excel, SQL and business intelligence tools such as Tableau, Power BI or similar), • Experience in or overseeing accounting functions and financial reporting standards, • Proven track record of success in high-growth environments, with experience scaling financial operations effectively, • At least 5 years of hands-on experience managing assets, with strong capital management skills, • Experience with financial audit and collateral field exams for managing an Asset-Based Lending (ABL) facility preferred, • Previous experience in a top-tier management consulting firm and/or a fast-paced, high-growth company in a director or higher role preferred Behavioral/Skill Requirements • Strong, intuitive problem-solving skills, with the ability to identify opportunities and risks swiftly and act on insights with confidence, • Ability to learn quickly and adapt to new systems, processes, and financial strategies, implementing them efficiently, • Proven ability to work with urgency, prioritizing tasks effectively to meet tight deadlines in a fast-paced environment, • Exceptional communication skills, demonstrating assertiveness in managing cross-functional teams and facilitating discussions with key stakeholders, • Humble, self-aware and composed, and open to introspective growth, with a desire for continuous learning and development, • Strong strategic financial decision-making abilities, with a focus on translating complex financial outcomes to diverse audiences, including executive teams and business partners, • Demonstrates the ability to identify and connect interrelated concepts, processes, and tasks, ensuring seamless collaboration and integration across tasks, systems, teams and projects Key Performance Indicators (KPIs): • Gross Margin Income Targets: Achieve predefined gross income growth targets, aligned with company revenue goals., • Operating Income Targets: Meet or exceed operating income objectives, ensuring efficient management of expenses and maximization of profitability. remote work

Job Description Title: Director, Data Integrity Reports to: Head of Data Location: Miami, FL (Hybrid) / US Remote About the Company At BMG Money, our mission is to provide access to affordable and responsible credit for underserved consumers facing unexpected expenses. We all share one vision— Redefining lending through technology, where underserved individuals can thrive financially through forward-thinking, responsible, and innovative financial solutions. Job Summary The Enterprise Chief Data Office (ECDO) is at the heart of BMG Money's strategy to become a fully data-driven organization. We are seeking a passionate and experienced Director, Data Integrity to lead this transformation. This individual will be a strategic and hands-on leader, responsible for establishing, maturing, and championing the enterprise-wide data integrity practice. Reporting directly to the Head of Data, you will be a key driver in ensuring the trust, accuracy, and reliability of the data that powers our analytics, business operations, and regulatory compliance. This is a unique opportunity to build and scale a unified function covering both data governance and data quality, embedding a culture of data accountability and excellence from the ground up. Key Responsibilities • Design, implement, and own the enterprise-wide data integrity framework, including policies, standards, and procedures aligned with business objectives and regulatory requirements (e.g., FCRA, GLBA)., • Define and own key quality indicators (KQIs) and metrics to measure the health of data across critical domains (e.g., Customer, Loan, Finance, Risk)., • Develop and execute a comprehensive roadmap for data governance and data quality initiatives, prioritizing efforts based on business impact, risk mitigation, and strategic value., • Establish and support a federated data ownership model by working with domain-aligned Data Owners and Stewards to define, document, and maintain Critical Data Elements (CDEs)., • Lead the operationalization of the governance lifecycle, including metadata management, data classification, lineage, and usage policies., • Facilitate Data Domain Councils and working sessions to drive accountability, resolve data issues, and ensure alignment across stakeholders., • Lead the data certification process to formally validate datasets for use in regulatory reporting, advanced analytics, and critical operations., • Design and deploy automated data quality (DQ) monitoring, alerting, and observability solutions using our cloud data platform (Google Cloud: BigQuery, Dataplex, Dataform) and visualization tools (Looker)., • Collaborate with Data Engineering to embed automated DQ checks directly into data pipelines and CI/CD processes ("quality-by-design")., • Develop and maintain data integrity dashboards for executive leadership and operational teams, providing transparent reporting on metrics, issue resolution status, and trend analysis., • Lead root cause analysis (RCA) for high-priority data issues, coordinating with data engineering, operations, and business teams to drive resolution., • Establish and manage a centralized data issue log with clear SLAs for remediation, distinguishing between tactical data fixes and strategic process or system improvements., • Escalate systemic risks related to data integrity to the Head of Data, the Data Council, and other relevant leadership., • Act as the primary subject matter expert and advocate for data governance and data quality across the organization., • Champion a culture of data accountability by developing training materials, promoting best practices, and demonstrating the value of high-quality, trusted data., • Serve as a key contributor to the Data Council, providing insights and support to drive data-driven decision-making.Qualifications, • Bachelor's degree in Computer Science, Information Systems, Business Analytics, or a related quantitative field., • 8+ years of experience in a data-focused role, with at least 4+ years specifically dedicated to data governance, data quality, or data management., • Proven experience designing and implementing a data governance or data quality framework from the ground up in a complex business environment., • Expert-level proficiency in SQL for complex data profiling, analysis, and validation., • Hands-on experience with modern cloud data platforms (preferably GCP: BigQuery, Dataplex) and data governance or quality/observability tools (e.g., Monte Carlo, Great Expectations, Soda, Collibra DQ)., • Deep understanding of data quality dimensions (e.g., Accuracy, Completeness, Timeliness, Validity) and common governance frameworks (e.g., DAMA-DMBOK)., • Exceptional analytical and problem-solving skills with the ability to conduct rigorous root cause analysis., • Excellent communication and interpersonal skills, with a proven ability to influence and collaborate effectively with both technical and non-technical stakeholders.Preferred Qualifications, • Master's degree in a relevant field., • Experience in the financial services, lending, or fintech industry, with strong knowledge of regulatory requirements (e.g., FCRA, GLBA, CCPA)., • Knowledge of scripting languages like Python for data analysis and automation., • Experience with modern data stack technologies (e.g., dbt, Snowflake, Fivetran) and data visualization tools like Looker or Tableau., • Professional certification in data management or governance (e.g., Certified Data Management Professional - CDMP)., • Strong understanding of metadata management, data lineage, and data cataloging principles.

Job Description Portfolio Officer The Portfolio Officer is responsible for the overall management of the CRE Banking Loan Portfolio. Assist in the maintenance of the credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for CRE loans. Monitor portfolio and individual loan relationship trends, including to clear exceptions. Contribute to the quality and Credit Risk Management of the department's loan portfolio. Duties and responsibilities include: • Responsible for coordinating and streamlining Leap Process in order to facilitate the approval process. Reports to Commercial Banking Manager all Leap Process issues found in this area., • Responsible for administrating and monitoring the 30+ day delinquencies, risk rating process (CARs), as well as assisting in the identifying red flags or problems within the portfolio. Reports to Commercial Banking Manager all portfolio issues found in these areas., • Conduct analysis/underwriting functions, as needed, • Responsible for monitoring exception, covenant and delinquent reports on a weekly basis. Reports to Commercial Banking Manager all portfolio issues and irregularities found in these reports., • On-going review of future maturities for timely disposition., • Provide support on new business activities by screening preliminary data and follow up in obtaining required documentation., • Identify, track and monitor loan policy exceptions, review credits with loan covenants and verify compliance., • Coordinate delinquent loan monitoring of assigned portfolio recommend appropriate action. Report status to supervisor., • Review Commitment Letters for accuracy and consistency with credit services / underwriting recommendations., • Attend seminars and training sessions to keep abreast of changing regulations, as well as industry/market trends and conditions., • Bachelor’s in Accounting or Finance required or 8 years of portfolio management experience., • 7+ years of professional experience in lending field, credit analysis/underwriting of loans., • 6+ years assisting in the maintenance of credit quality, portfolio administration and monitoring of credit quality for the commercial loan portfolio and accounts for both C&I and CRE loans., • Previous knowledge with Fiserv EFT, Nautilus, CBS AS400, Datapro, • Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

Job Description Cherry Bekaert’s Strategic Financing Services Advisory Team (SFS) is looking for a New Markets Tax Credits Applications and Strategic Planning Director (Director). We offer an opportunity to work with a team of experts with a deep track record in New Markets Tax Credit (NMTC) allocation applications, CDFI Fund Applications, other Government and Philanthropic funding applications, strategic planning services for community development entities and projects, NMTC placement and deployment assistance, and NMTC compliance and asset management services. The Director will oversee the Application and Strategic Planning activities for Community Development Entities (CDEs), Community Development Financial Institutions (CDFIs), Community Lenders and Nonprofits (collectively Community Development Organizations). The Director will work with the Community Development Organizations to help them build internal and external capacity, clarify their Mission, Vision and Values (MVV), formalize their strategic plans and execute their strategic plans so that they holistically work towards upholding and achieving their MVV as they expand and add new services. The Director will lead a team of Application Writers and Community Development Specialists, manage the process of writing NMTC Applications, manage the grant writing and applications process for clients seeking funding from other funding programs, and expand the portfolio of clients. The Director will work collaboratively internally and externally to achieve measurable results for the team, the clients and the communities our clients serve. The successful candidate will have a strong attention to detail and deadlines and a mission to help make a difference in Low-Income Communities. About SFS: SFS has been involved in the NMTC industry since its inception and to date has secured over $1.7 billion in NMTC funding. SFS is proud to have structured and facilitated NMTC investments that have created 28,077 direct jobs, served 957,153 clients through community facilities, and helped create over 10.6 million square feet of new and improved commercial and industrial real estate. SFS’s current portfolio consists of investments in areas with poverty rates as high as 66%, median family income as low as 14.24%, and unemployment rates as high as 31.2%. About The Innovate Fund (TIF): TIF serves the state of Georgia, North Carolina, South Carolina, Tennessee, Virginia and West Virginia. Since inception, it has directly deployed $396 million of NMTC investments in 36 transactions that have leveraged an additional $1.3 Billion of indirect capital, and created 8,194 direct jobs, while expanding the service area’s health and wellness services to 707,714 Low Income Persons. TIF is governed by a seven-member governing board, including representation from Cherry Bekaert and the Greenville Local Development Corporation, with input from an advisory board of 9 LIC experts. Essential Job Duties and Responsibilities: Application Writing • Managing of Application and Grant writing team, • Cultivate a healthy team culture, • Coordinate and assist with balancing NMTC application writing team’s individual and team workflow, • Optimize NMTC Allocation Application process for clients and team members, • Drafting, reviewing and preparing NMTC Allocation Applications and supporting documents for strategic and technical opportunities, • Writing and reviewing compelling business strategies, community outcomes and other narratives to maximize scoring and increase likelihood of successful outcomes, • Collaborating with clients to identify and source appropriate NMTC pipeline opportunities to suit unique CDE needs (considering geography, project type, community impacts, etc.), • Synthesizing and incorporating industry terms, trends and data to support business strategies, community outcomes and compelling applications that translate to smooth financial closings, • Identifying and managing other grant and application writing opportunities to ensure quality and timely submissions as well as strategic alignment, • Collaborating with deal team participants (investors, borrowers, supporters and stakeholders) to secure commitments, evidence of support and/or letters of interest as required for submission of various funding applications and/or financial closings, • Designing and reviewing project proposals and summaries for investment opportunities in a clear, compelling, and concise manner Community Development Consulting • Establishing relationships with CDFIs, CDEs, and various community development stakeholders, • Collaborating with the team to identify opportunities with existing or aspiring CDFIs to allow them to execute their vision, • Assisting clients with formalizing their organizational framework through an Organization Assessment including: review of the organization’s service area, products/services, track record, pipeline, community impact data, management capacity and finances, • Assisting with underwriting and structuring NMTC transactions, • Supporting and preparing for submission of relevant Certifications, • Preparing sub-CDE Certifications in connection with NMTC allocation agreements., • Working with organizations to meet certification requirements and establish policies and procedures that will ensure continued compliance, • Helping identify an organization’s short and long-term goals and objectives in order to develop a sustainable financial plan, • Helping secure private investment commitments and a strategy for long-term financial viability, • Actively managing a pipeline of community development finance investing, lending, and growth initiatives, • Collaborating with GPS and GovCon teams to identify and develop grant writing opportunities that align with compliance needs and enhance cross-industry initiatives, • Working collaboratively with Bank Finance and other industries within Cherry Bekaert to create comprehensive offerings that holistically serve our clients' needs, • Coordinating with The Innovate Fund (TIF) Chief Operating Officer and Cherry Bekaert staff on strategic planning initiatives, • Other job-related functions as assigned, • Travel: 20% What you bring to the role: • Bachelor’s in Finance, Accounting, Economics or related field, • CPA license, MBA, JD, LLM, Master’s Degree (other field related certifications may be considered), • Minimum of 10 years of demonstrated progressive experience in community development finance, tax credit finance, CDE/CDFI Lending, structured finance or related field, • Knowledge of tax credit financing required, with specific experience with NMTC strongly preferred, • Experience in working with borrowers, lenders, investors and Community Development Organizations, • Strong research and analytical skills; ability to solve complex issues., • Expert knowledge of tax credit finance reporting required, with specific experience with CDFI Fund’s AMIS reporting strongly preferred, • Ability to effectively manage up, down and out, providing exceptional client service by leveraging communication skills to develop and maintain outstanding relationships., • Strong leadership, recruiting, training, and mentoring skills, coupled with excellent verbal, written (including technical writing), and presentation skills, • Entrepreneurial and highly motivated to make internal and external connections, • Proficiency in Excel, • Strong sense of urgency and shared sense of mission What we offer you: • Our shared values that foster inclusion and belonging including uncompromising integrity, collaboration, trust, and mutual respect., • A well-run firm that offers stability and opportunity to develop as a leader., • The opportunity to innovate and do work that motivates and engages you., • A collaborative environment focused on enabling you to further your career growth and continuous professional development., • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing., • Flexibility to do impactful work and the time to enjoy your life outside of work., • Opportunities to connect and learn from professionals from different backgrounds and with different cultures., • Supportive partnership group with a “one firm” mentality and a commitment to colleagues’ success, • Big firm resources and bench strength; small firm flexibility and openness to new ideas, • Collaboration across service lines and offices; a firm culture that embraces one another and the community; and an excellent opportunity to help bring along talented staff, • Defined metrics and targets that eliminate ambiguity Pay Range: $146,395-$328,800 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved.

Job DescriptionCareer Renew is recruiting for one of its clients a Senior Solidity Engineer - this is a fully remote role and candidates can be based in PST - CAT timezones. We are on a mission to redefine capital markets infrastructure through cutting-edge on-chain derivatives and protocol architecture. We’re seeking a highly experienced Senior Solidity Engineer (or VP of Engineering, depending on seniority fit) to join our remote-first team. This is a pivotal leadership role within our smart contract engineering group, working alongside the Chief Protocol Officer, Engineering Manager, and cross-functional product leaders to build next-generation EVM-based DeFi infrastructure. The team comes from established protocols, hedge funds, and market makers, and is backed by Polychain, Van Eck, Binance, Selini, Hashed, and others. Key Responsibilities * Serve as one of the primary owners of Solidity development within a high-performing team of 6 smart contract engineers. * Architect, develop, and optimize secure, gas-efficient smart contracts powering Concrete’s DeFi protocol. * Contribute to protocol design, audits, and security reviews with deep technical ownership. * Collaborate with product and project managers to align technical deliverables with roadmap priorities. * Drive the evolution of Concrete’s on-chain architecture, with potential to scale across multiple chains. * Stay ahead of developments in the Ethereum ecosystem and contribute to open-source efforts as relevant. Requirements * 3–4+ years of professional experience writing secure Solidity smart contracts. * Proven engineering background within an EVM-based DeFi protocol. * Strong understanding of smart contract testing, deployment frameworks, and upgradeability patterns. * Familiar with Solidity optimization, gas cost analysis, and safe architectural practices. Nice to haves * Experience with cross-chain architectures, L2s, and bridging protocols. * Technical familiarity with DeFi primitives such as vaults, lending markets, interest rate modeling, and asset management. * Prior leadership experience or desire to grow into a VP-level technical leadership role. Why Join Concrete * Work with a tight-knit, world-class team shaping the future of decentralised derivatives. * Enjoy a fully remote culture with high trust, flexibility, and ownership. * Competitive compensation + unlimited PTO and other flexible benefits. Compensation & Package Competitive compensation + unlimited PTO and other flexible benefits.

Job Description Title: Director of Product Analytics Reports to: VP of Product Location: Miami, FL (Hybrid) / US Remote About the Company At BMG Money, our mission is to provide access to affordable and responsible credit for underserved consumers facing unexpected expenses. We all share one vision— Redefining lending through technology, where underserved individuals can thrive financially through forward-thinking, responsible, and innovative financial solutions. Job Summary As we expand our product footprint, we're hiring a Director of Product Analytics to be our first analytics leader within the product team. This is a high-impact, individual contributor role for someone who thrives in both strategic thinking and hands-on execution. In this role, you'll serve as a trusted thought partner to Product and Engineering leads. You'll also design the core frameworks for how we track, measure, and understand product performance, and own everything from data strategy and KPI design to advanced analysis and experimentation. Key Responsibilities • Act as the strategic analytics partner to senior leadership, helping shape product roadmap priorities using a data-driven approach., • Conduct advanced, hands-on analyses of user behavior, funnels, feature adoption, and engagement trends, • Support A/B experimentation and establish best practices for test-and-learn culture., • Partner with the data engineering team to build, deliver, and maintain dashboards and reporting tools to enable self-service and executive visibility., • Audit and improve event tracking, data quality, and product instrumentation in collaboration with engineering., • Establish and document the foundational analytics framework that future analysts will build on.Qualifications, • 8+ years of experience in analytics, with at least 4+ years focused on product analytics in high-growth environments., • Experience working in Fintech or with highly-regulated consumer facing products., • Deep proficiency in SQL and experience with tools like Looker, Amplitude, Mixpanel, Mode, or similar., • Strong data storytelling and stakeholder management skills—you know how to influence without authority., • Expertise in experiment design, hypothesis testing, and statistical interpretation., • Proven success operating independently in fast-paced, ambiguous settings., • Comfort balancing both strategic thinking and detailed hands-on execution.Preferred Qualifications, • Experience with Python or R for statistical analysis., • Familiarity with product data infrastructure, tagging plans, and event design

Job Description The Accounting Manager will oversee the accounting and reporting functions for commercial lending. This position involves working closely with the team to review and prepare monthly journal entries, as well as reconcile roll-forward reports and account balances. The role also includes managing monthly reporting, providing explanations for variances between actuals, prior month figures, and budget plans, and preparing quarterly and annual financial schedules and footnote disclosures. Strong attention to detail and the ability to meet department deadlines are essential. Job Duties and Responsibilities: • Supervise and review accounting entries for assigned areas, ensuring they comply with company policies and GAAP, while also updating policies as needed., • Review loan agreements to ensure accurate GAAP accounting, reporting, and servicing, including interest and fee calculations., • Oversee the boarding of loans into the Loan Accounting System and Loan Servicing Module, and review monthly reports and reconciliations between subsystems and the general ledger., • Collaborate with the Portfolio Management and Loan Servicing teams to ensure timely loan collections and accurate quarterly reporting., • Work closely with the Treasury Department to ensure accurate interest accrual reporting on repo facilities, and prepare monthly expense analyses., • Prepare monthly derivative entries and track changes in foreign currency exchange rates., • Provide detailed explanations for monthly variances between actual results, prior periods, and planned figures for Flash meetings., • Prepare journal entries and the monthly reporting package for Distributable Earnings (DE)., • Present financial data at monthly DE and Flash meetings., • Prepare and review quarterly and year-end financial schedules and footnotes to ensure timely and accurate reporting., • Identify and recommend improvements to processes and workflows., • Master's or Bachelor's degree in Accounting, • CPA certification required, • Strong understanding of U.S. GAAP, with preference for financial services experience, • High attention to detail, with strong analytical and communication skills, • Proficient in MS Excel and MS Word

Job Description The Relationship Manager I (RMI) is responsible for managing and retaining a book of business of personal & commercial customers (usually $750K and above). The RMI maintains a highly dedicated professional relationship with each customer to ensure a big picture and unbiased approach to solving their overall financial situation. Coordinates with product specialists such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer loyalty. Adheres to the Bank’s BSA/AML, Compliance and Policies and Procedures. Responsibilities: RMI are seasoned banking professionals. RMIs deliver banking services under a personalized model and the largest array of products and strategies to a book of business. Customer needs tend to be sophisticated. • Develops new client business using external knowledge of target market (LATAM)., • Assesses customer goals and needs and provides comprehensive advice to customers on proper banking (deposit and lending) products., • Keeps abreast of financial products (including investments & trusts) to provide the best advice and optimize cross-selling potential., • Uses available tools and applications to prepare and deliver proposals based on clients’ goals and needs., • Coordinates client meetings with product specialists (trust / investments / mortgages) to support the sale of products and services., • Coordinate, integrate and deliver proposals jointly with different areas and units of the bank and its subsidiaries., • Identifies potential customer issues and channels them with the units responsible to solve them, ensuring the process of resolution is administered within the established parameters of quality and efficiency. Follows-up until issue is resolved., • Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction., • Actively participates in any required personal, corporate and business line training., • For those RMIs who hold FINRA licenses, maintain licenses in good standing by adhering to policies and procedures, including completing firm and regulatory trainings, and by raising awareness of any issues that may affect the good stance of their personal licenses or the Firm’s., • RMIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media, • RMIs that are FINRA licensed must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings and product meetings., • Maintain a complete and up to date file on each relationship to be used for business development and BSA/AML purposes., • Maintain a constant and periodic communication as agreed with customers to follow up on planned strategy and execution., • Become aware of overall customer profitability and how pricing proposals may impact risk-adjusted returns going forward, • Obtain a general knowledge of products and services offered by the group through its multiple units., • Keeps abreast of news, market information and relevant global situations and communicate to customers how these may impact their financial situation., • Coordinate, integrate and deliver proposals from different areas and units of the group., • Seek constant feedback by customers and identify quality issues within the group to ensure high levels of customer satisfaction., • Identify, channel and follow up on customers complaints until problem is fully resolved., • Identifies and reports to immediate supervisor any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, laws, rules, regulations, prescribed practices, internal policies and procedures or ethical standards., • Review various anti-money laundering activity reports created by the Compliance / BSA Department to detect unusual activity in customers’ accounts. Investigate such activity and obtain from customer the explanation and documentary validation as appropriate. Escalate problems and issues to supervisor., • Answer accurately and on a timely manner BSA/AML inquiries. Prepare annual certifications of high-risk accounts. Complete assigned training on compliance to keep abreast of regulations., • Ensure preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Bachelor’s degree in finance, business administration, economics or JD or Law Degree. FINRA Series 7 and Series 66 a plus. A masters’ degree or other well-known professional certification such as TEP, CFA, CFP are desired Minimum Work Experience Requirements: At least 8 to 12 years of relevant experience managing a book of business from international customers primarily in the LATAM. Technical and/or Other Essential Knowledge: Fully bilingual (English-Spanish). Dexterity in the use of financial systems and applications. Must have proven interest in capital markets and advanced financial knowledge. Must possess the ability to prioritize work, effectively manage time and deal with changing priorities. Must present a professional image; and have the ability to conduct effective meetings. Must possess good knowledge of industry regulations.

Job DescriptionMortgage 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 Dont Just Originate, We Automate. Lets TAG TEAM This Deal. At Tag Lending Group, youre not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, youll wonder how you ever closed loans before. About the Role This is not a retail branch job. Its a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesnt just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, Youll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers whove closed $100M+, 9. Certified HubSpot Partner your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter), • 100 BPS on company-provided leads, • 70 percent of net on DSCR, Fix & Flip, and commercial, • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook Solid follow-up discipline (we expect 8/10 or higher) Must be proficient with digital systems, including HubSpot, Arive, and Slack Experience with purchase business preferred Where Were Licensed: We are currently licensed in: Lender: FL, SC, TN, TX, GA, MI, NM Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You dont chase documents; our system handles it, • You dont operate alone; our back-end team is always live, • You dont compete against retail, you outperform it We dont wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction WATCH VIDEO Step 2: Complete the hiring assessment COMPLETE ASSESSMENT Step 3: Learn how we operate before speaking to our CEO WHY CHOOSE TAG? Lets TAG TEAM This Deal. Apply today and get the platform youve always deserved. This is a remote position.

Job Description Title: Senior Manager, Business Controls Reports to: Director, Service Operations Location: Miami, FL (Hybrid) / US Remote About the Company At BMG Money, our mission is to provide access to affordable and responsible credit for underserved consumers facing unexpected expenses. We all share one vision— Redefining lending through technology, where underserved individuals can thrive financially through forward-thinking, responsible, and innovative financial solutions. Job Summary We are seeking a Senior Manager, Business Controls to lead our business control strategy and execution across the Personal Loan line of business. This role is ideal for someone who thrives at the intersection of operational rigor and entrepreneurial problem-solving - combining the discipline of mature company practices with the agility of fintech or emerging growth environments. The Senior Manager will be responsible for building, enhancing, and monitoring our business control framework, leveraging best-in-class tools, analytics, and AI-driven solutions to manage operational risk, ensure compliance, and drive process excellence. Key Responsibilities • Design, implement, and maintain the business control framework for personal loan servicing, ensuring operational integrity and compliance with regulatory and company standards., • Identify, assess, and mitigate operational risks, partnering closely with Compliance, Risk, and Audit teams., • Manage relationships with common business control and AI solution providers (e.g., NICE Actimize, FICO, Verint, Onfido, Alloy, etc.) to enhance monitoring, fraud prevention, and quality control processes., • Leverage automation, AI, and data analytics to proactively detect anomalies, inefficiencies, or potential control breaches., • Collaborate with Product, Engineering, Operations, and Vendor Management to ensure controls are embedded into process design and system functionality., • Develop and execute control testing programs, validating their design effectiveness and operational performance., • Track, resolve, and report on operational incidents and control gaps, ensuring timely remediation and continuous improvement., • Stay ahead of regulatory requirements and industry best practices impacting personal loan servicing.Qualifications, • 7+ years of business control, operational risk, or related experience in consumer lending, banking, or fintech., • Demonstrated success in both mature company environments and high-growth or early-stage settings., • Proven ability to manage and integrate third-party vendor solutions into operational workflows., • Strong analytical skills and experience with AI/ML-driven monitoring solutions., • Excellent communication and stakeholder management skills., • Bachelor's degree in Business, Finance, Risk Management, or related field.Preferred Qualifications, • Master's degree or relevant certifications (e.g., CRCM, CAMS, Six Sigma)., • Direct experience with personal loan servicing processes and systems., • Hands-on experience with industry-standard business control and fraud detection tools, including but not limited to:, • Fraud & Transaction Monitoring, • Identity Verification, • Quality Monitoring, • Analytics & AI Tools

Job DescriptionSalary: What We Offer At Secure Digital Markets (SDM), were looking for a sales professional who thrives on building relationships and closing deals that matter. In this role, youll connect with leading institutions, traders, and partners in the digital asset and cryptocurrency space, turning opportunities into long-term partnerships. Whether youre crafting targeted outreach campaigns, driving conversations at industry events, or delivering tailored solutions, your efforts will directly influence our growth and the success of our clients. This is your chance to lead conversations that define the future of finance. With competitive compensation, including commissions, and the opportunity to make your mark in a fast-paced and innovative industry, SDM is where your sales expertise can truly shine. Lets take digital asset sales to the next leveltogether. Whether you are a seasoned salesperson coming with industry expertise with institutional digital assets, or if you just have a passion for the space and are looking for a way in, we are hiring a number of people to join our sales team and would encourage you to apply no matter your experience level! Responsibilities & Expectations Key Responsibilities: • Source, Close, and manage clients on behalf of the trading desk and lending departments, • Support the sales team's efforts to ensure proper outreach, while upholding SDMs professional brand identities, • Create and monitor targeted outreach and lead nurturing campaigns, • Provide proactive market insight to counter-parties;, • Attend industry events and conferences, • Coordinate communication and education sessions to employees and/or managers for plans and programs related to brokerage and lending sales, • Optimize existing pricing models to streamline the closing process, • Analyze buyer personas, and manage the creation of new sales material per buyer persona, • Update existing Sales Material and any other resources required to help your sales team, • Share efficient prospecting processes by leveraging tools and company assets, • Maintain and develop loyalty with existing partners and clients, • Close new business regularly Required Qualifications: • Understanding of Digital Assets or Cryptocurrency industry, • Experience in sales, finance, or crypto are an asset, • Excellent computer skills including advanced knowledge and competency with Microsoft Excel and an understanding of finance, • Knowledge and experience in using a CRM, • Ability to source, inform, close and manage large client accounts, • Ability to handle sensitive and confidential information and issues with tact and diplomacy, • Exceptional organizational skills and deliver projects on time, • Highly skilled in learning on the job and continuously learning What You Will Gain from Joining our Team: • Joining a great growth centric, exciting team culture, • A chance to make a difference in a growing company, • Exciting projects and an opportunity to shape our future, • A focus and support on professional development - we value ongoing learning Benefits: • Competitive salary, • Sales Commissions, • Flexible working conditions, • Great Location with a highly-talented international colleagues About Secure Digital Markets Secure Digital Markets bridges the gap between institutional capital and digital assets by providing flexible and curated liquidity solutions to our customers. Secure Digital Markets bridges the gap between institutional capital and digital assets by providing flexible and curated liquidity solutions. SDM serves institutions, traders, family offices, exchanges, funds, and mining groups with solutions ranging from auto-liquidation to direct liquidity feeds through an electronic communication network (ECN). Why Secure Digital Markets (SDM)? The expected growth in the coming years is staggering. Joining SDM today means becoming part of a team that values teamwork, where everyone collaborates to achieve excellence. Exciting long-term career opportunities are available for driven, energetic team members. Please note, SDM receives a high volume of applicants thus only those selected to move forward in our interview process will be contacted. SDM is an equal opportunity employer, we value diversity and are committed to creating an inclusive environment for all employees.

The Student Account Analyst is responsible for monitoring student accounts by auditing, reviewing, and processing transactions to ensure compliance with federal, state, institutional and private lending regulatory requirements.Reporting to the Director of Student Financial Operations, the Student Ac

Job Description Financial Company looking to hire motivated and energetic Sales Representatives in our Doral, FL office! We are a direct business lending company looking to expand current sales force. Hungry for a great earning opportunity? Looking for $50K per year? We have one of the most competitive commission structures in the industry and we can help you reach your financial goals! As an Alpine Sales Rep, you are offered the tools to build rapport with the customers that we provide for you, through our extensive lead generation. Our Reps are motivated by challenge and not afraid of client’s objections. They use compassion and persuasion skills to qualify prospects, show the prospect programs/quotes that are the best for their business’ financial needs. They provide outstanding service and demonstrate the value in a business partnership with our organization. Their goal is to convert prospects, develop long term, loyal relationships, build their “book” and make MONEY! Alpine offers: • Full time, Non-exempt Employment with Company Sponsored Benefits, • Base Salary and High Commission Structure, • Sales and Product Training, • High Quality Leads, • Cooperative Work Environment, • Unlimited Growth and Earnings Potential, • Work Schedule: Monday through Friday; no late evenings, no weekends, • Benefits: Comprehensive Medical, Dental, Life, PTO, Paid Holidays and More This Job Is Ideal for Someone Who Is: • Dependable, • People-oriented, • Adaptable/flexible, • Detail-oriented, • Achievement-oriented, • Autonomous/Independent, works with minimum direction Job Type: Full-time Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Schedule:

Job Description Core Functional Summary The Audit Manager is primarily responsible for supervising and coordinating the Bank’s internal audit process, as well as maintaining the efficiency and effectiveness of the Bank’s risk management audit program and internal controls and corporate governance. This leadership role is critical to providing independent, objective assurance and advisory services that support risk management, control effectiveness, and regulatory governance across the bank. Essential Duties & Responsibilities Responsibilities include the following; other duties may be assigned: • Lead the planning, execution, and reporting of risk-based internal audits across key areas of the bank, including lending, deposits, operations, compliance, and IT (as applicable), • Supervise and mentor a team of auditors, providing guidance, performance feedback, and professional development support, • Ensure the audit process covers the evaluation of the effectiveness of the Bank’s internal controls and risk management processes, identifying control gaps, inefficiencies, compliance with policies, procedures, as well as recommending areas for improvement, • Ascertain the audit reports prepared by third parties are of high-quality and present findings and recommendations to the Audit Committee of the Board, • Monitor the implementation of corrective actions and ensure follow-up audits are performed as needed, • Ensure audit activities are conducted in accordance with internal standards and regulatory requirements, • Collaborate with business units and support functions as well as external auditors to promote an integrated approach to risk oversight, • Stay current on industry trends, emerging risks, and regulatory developments affecting the banking sector, • Schedule, coordinate and organize all audits approved by the Audit Committee., • Ensures compliance with regulations governing the Audit Committee., • Engage internal and external auditors on behalf of the Audit Committee., • Establish and implement Bank wide internal audit policies and procedures., • Review the means of safeguarding assets and, as appropriate, verify the existence of such assets., • Seek any information it requires from employees, all of whom are directed to cooperate with the Audit Manager’s request., • Investigate any matter brought to the Board’s attention with full access to all books, records, facilities, and employees of the Bank. Requirements and Qualifications • Minimum of Bachelor’s degree in Business, Finance, Economics and/or related field (Master’s degree preferred)., • Minimum of ten years of bank audit experience and/or financial accounting experience., • High level of interpersonal skills., • Strong Compliance conviction., • Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages, • Advanced Skills with Microsoft Office, • Certified Internal Auditor certification desirable Competencies

Job Description Funding Manager – Brickell, Miami, Florida (In-Office Position) Are you a detail-oriented finance professional with experience in small business lending and merchant cash advances? Do you thrive in a fast-paced sales environment and want to be part of a growing company where your contributions truly matter? Do you bring passion, energy, and teamwork—while also knowing how to have fun and celebrate success? If so, we want to talk to you. Who We’re Looking For We are seeking a Funding Manager eager to advance their career and grow with us in our Brickell, Miami office. This is an in-office position—we believe collaboration and team success thrive best when we’re working together in person. The ideal candidate has a minimum of two years of hands-on experience in small business lending and merchant cash advance (MCA) and thrives in a dynamic, high-volume sales environment. You should be highly organized, results-driven, and capable of managing funding operations while supporting the sales team and ensuring smooth deal flow. We especially value qualities such as passion, humor, empathy, and enthusiasm—because success here isn’t just about numbers; it’s about people. What This Role Is About As a Funding Manager, you will oversee and facilitate the application, approval, and funding process for small business loan and MCA applications. You’ll become the contract and product expert, navigating a variety of financing solutions including merchant cash advances, term loans, and SBA loans. You’ll work closely with the sales team, manage relationships with funding partners, and ensure that clients receive a professional, seamless experience throughout the funding process. Key Responsibilities * Manage and oversee the funding process from application to funding * Follow up with sales reps to gather and verify required documentation from merchants * Place deals with the appropriate lender based on product fit and client profile * Collaborate with lenders to set up and process new deals * Communicate directly with clients to resolve questions, concerns, and documentation issues * Identify and flag risks, escalating concerns to the team when needed * Maintain accurate deal tracking and reporting in Salesforce CRM * Deliver exceptional customer service to both internal and external stakeholders Minimum Requirements * 2+ years of direct experience in small business lending and merchant cash advance * Strong understanding of small business funding needs and credit products * Proven ability to manage multiple deals simultaneously in a fast-paced environment * Organized, detail-oriented, and committed to accuracy * Proficiency with spreadsheets, email, and G-Suite (or Microsoft Office) * Customer service or account management experience in a sales-driven environment * Leadership or team coordination experience a plus Compensation & Benefits * Competitive base salary plus commission with strong earning potential tied directly to performance * Great benefits package designed to support your well-being and work-life balance * Opportunities for advancement and career growth The Ideal Candidate * A natural leader and people person who builds trust and rapport quickly * Holds high standards for performance and knows how to plan and prioritize effectively * Loves working with both details and deadlines, with pride in accuracy and execution * Strong work ethic, highly productive, and results-driven * Passionate about helping clients and the team succeed * Proactive in spotting opportunities to improve processes and outcomes What It’s Like to Work Here Our workplace fosters innovation, teamwork, and growth. While perks like snacks, beverages, catered lunches, and even massages are part of the experience, our real value is our culture—collaborative, supportive, and always striving for better. We invest in both your personal and professional development, offering an environment where your career can flourish. If you’re looking for a role where you can grow your skills, contribute meaningfully, and be part of a company that celebrates success, this is the place for you. Company DescriptionWe are at the forefront of combining advanced technology with exceptional talent to provide small businesses with the funding they need to expand and thrive. By offering competitive loan rates and terms through a network of leading industry lenders, we ensure our clients receive optimal financial solutions. Our services range from securing $5,000 to $5 million, empowering businesses to pursue their ambitions. Our commitment to excellence is reflected in our top-tier consumer ratings, including a 5-star rating on Trustpilot.We are at the forefront of combining advanced technology with exceptional talent to provide small businesses with the funding they need to expand and thrive. By offering competitive loan rates and terms through a network of leading industry lenders, we ensure our clients receive optimal financial solutions. Our services range from securing $5,000 to $5 million, empowering businesses to pursue their ambitions. Our commitment to excellence is reflected in our top-tier consumer ratings, including a 5-star rating on Trustpilot.

Job Description Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit/equity spectrum in areas where conventional sources of capital are scarce. Arena is looking to expand the PIPEs/Event-Driven/Arbitrage team through the addition of a Portfolio/Trading Assistant. In this role, this individual will work with the Portfolio Manager. Ideal candidates will be organized, self-motivated, resourceful and able to work effectively with all internal functional groups. Responsibilities: • Provide oversight of existing trading positions, conversion/warrant levels, and target levels., • Provide real-time analysis of target universe of current/potential investments., • Maintain credit risk and market risk analysis spreadsheets., • Monitor news flow for any updates on investments, potential investments, industries, etc., • Listen to relevant conference calls (deal announcements, earnings, sell-side analysis, expert calls) and attend conferences to enhance our investment research processes., • Develop reporting tools to update Portfolio Manager intraday., • Create and maintain various screening tools for potential investment opportunities., • Maintain multiple outreach campaigns to target companies for potential investment opportunities., • Assist in creating investment memos to be presented to the Investment Committee for approval to allocate capital to various investment opportunities., • Assist in structuring transactions, negotiations and closing PIPE deals., • Work with operations, legal, financial and accounting teams on process management, diligence, identifying errors, etc. Requirements 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. • BA (or equivalent) with finance, accounting, economic or quantitative focus, • Experience with merger arb/relative value trading/analysis or direct lending/PIPEs, • Ability to execute basic equity/credit/bond transactions, • Basic risk arbitrage analytics maintenance, • Knowledge of convertibles, bonds, bank debts, CDS, derivatives, options, etc., • Strong written and oral communication skills, • 1-2 years PIPEs/trading experience, • Experience with Excel Macros or other computer science based automation is a plus

Job DescriptionSalary: Commission + Bonus ABOUT US: Pinnacle Mortgage Corp. delivers top-tier financial services with competitive rates. Our mortgage professionals prioritize personalized attention, ensuring tailored financial solutions for purchasing a home, refinancing, or consolidating debt. Unlike larger nationwide mortgage firms, we prioritize the security and confidentiality of your information. Our trusted reputation in the community reflects our dedication to maintaining client trust and confidentiality. POSITION PROILE: We are currently growing the MiamiFL region and looking to add experienced Loan Officer. As a Senior Loan Officer at Pinnacle Mortgage Corp, you will play a crucial role in helping clients achieve their homeownership and financial goals. Our team is committed to delivering the highest quality financial services while maintaining the utmost privacy and security of our clients' information. You will work closely with clients to understand their unique financing needs and provide tailored solutions. Whether clients are purchasing their dream home, refinancing an existing loan, or consolidating debt, you will leverage your expertise to find the right loan program at the lowest rates available in their area. RESPONSIBILITIES: • Engage with clients to understand their financial objectives and guide them through the mortgage application process with attention to detail., • Assess client financial profiles, including income, credit history, and debt obligations, to determine eligibility and recommend suitable loan options., • Educate clients on various loan programs, terms, and rates available, ensuring they make informed decisions aligned with their long-term financial interests., • Collaborate with internal teams, to expedite loan processing and ensure timely closings., • Maintain confidentiality and security of client information at all times, adhering to strict privacy policies and regulatory requirements., • Cultivate lasting relationships with clients by delivering exceptional service and providing ongoing support throughout the loan lifecycle., • Stay abreast of industry trends, market conditions, and regulatory changes to provide accurate and up-to-date guidance to clients., • Participate in business development initiatives, networking events, and community endeavors to enhance visibility and generate new business prospects. WHAT YOU NEED TO BE SUCCESSFUL: • NMLS License in state of FL, • Bachelors degree in finance, Business Administration, or related field preferred., • Proven experience as a Loan Originator or Mortgage Loan Officer, with a track record of successfully closing loans., • Strong understanding of mortgage lending practices, regulations, and compliance requirements., • Excellent communication and interpersonal skills, with a client-centric approach to service delivery., • Detail-oriented with strong analytical and problem-solving abilities., • Ability to work independently and collaboratively in a fast-paced environment., • Familiarity with mortgage origination software and tools preferred WHY PINNICAL MORTGAGE CORP: Because we believe in valuing and investing in our team members. Pinnacle Mortgage Corp. provides outstanding compensation and benefits package. By offering perks such as a company matching 401K plan, continuous training opportunities, and robust healthcare coverage, including Medical, Dental & Vision, we aim to support our employees' financial security, professional growth, and overall quality of life. Pinnacle Mortgageprovidesequal employment opportunities and non-discrimination for all employees and qualified applicants without regard to a persons race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexualorientation,or any characteristic protected under applicable law. remote work

Job Description Title: AI/ML Engineer Reports to: Chief Technology Officer Location: US Remote About the Company At BMG Money, our mission is to provide access to affordable and responsible credit for underserved consumers facing unexpected expenses. We all share one vision— Redefining lending through technology where underserved individuals can thrive financially through forward-thinking, responsible, and innovative financial solutions. Job Summary BMG Money is seeking an exceptional AI/ML Engineer to revolutionize fintech with us. Our fast-growing team is at the forefront of leveraging artificial intelligence to transform financial services, making them smarter, faster, and more accessible for everyone. As an AI/ML Engineer, you'll play a key role in building intelligent systems that power real-time decisions, risk assessments, fraud detection, customer experiences, and more. You'll work with diverse data, scalable architectures, and cutting-edge models that help us stay one step ahead in a dynamic market. Key Responsibilities • Design, train, and fine-tune machine learning and deep learning models that tackle critical fintech challenges—including credit scoring, risk modeling, and recommendation systems., • Ensure accuracy, explainability, and robustness for all production-deployed models., • Collect, clean, and process large, high-dimensional financial datasets (both structured and unstructured)., • Conduct exploratory data analysis (EDA) to identify hidden patterns, anomalies, and strategic opportunities for automation or insight., • Collaborate closely with engineering teams to seamlessly deploy models into scalable microservices or APIs., • Own the full ML lifecycle—from initial experimentation and validation to ongoing monitoring and retraining., • Continuously research and integrate the latest advancements in AI, Large Language Models (LLMs), MLOps, and broader fintech AI trends., • Rapidly prototype new approaches and conduct A/B tests to validate their real-world impact., • Partner with product, fraud, engineering, and compliance teams to ensure AI solutions are fully aligned with business strategy and regulatory requirements., • Participate actively in code reviews and contribute to a healthy, high-performing engineering culture.Qualifications, • Bachelor's or Master's degree in Computer Science, Data Science, Artificial Intelligence, or a related quantitative field., • 3+ years of hands-on experience building, deploying, and maintaining production-grade ML models, ideally within fintech, banking, or other high-risk, regulated domains., • A deep understanding of machine learning techniques, including classification, regression, clustering, and time series forecasting, coupled with the ability to select and apply the right models for complex financial problems., • Strong Python skills and deep knowledge of key ML/DL libraries (e.g., Scikit-learn, PyTorch, TensorFlow, XGBoost)., • Direct experience working with financial data, KPIs (Key Performance Indicators), or compliance-sensitive systems is a significant advantage., • Experience with cloud platforms (e.g., GCP, AWS, Azure) and containerized environments (e.g., Docker, Kubernetes)., • Comfortable with Git, collaborative workflows, and agile development methodologies.Preferred Qualifications, • Direct experience with fraud detection, credit scoring, or real-time decision-making systems., • Familiarity with Large Language Models (LLMs) or Natural Language Processing (NLP) use cases in fintech (e.g., document parsing, sentiment analysis, chatbot optimization)., • Knowledge of specialized MLOps tools (e.g., MLflow, Vertex AI Pipelines, SageMaker Studio)., • Contributions to open-source projects or relevant publications in ML/AI., • A strong understanding of data privacy, model explainability (XAI), and fairness principles as applied to financial AI applications.

Job Description Title: Data Governance Steward – Finance Domain Reports To: Head of Data Governance Location: Miami, FL (Hybrid) / Remote About the Company At BMG Money, our mission is to provide access to affordable and responsible credit for underserved consumers facing unexpected expenses. We all share one vision— Redefining lending through technology where underserved individuals can thrive financially through forward-thinking, responsible, and innovative financial solutions. Job Summary BMG Money is looking for an analytical and governance-minded Data Governance Steward – Finance to ensure the integrity, consistency, and traceability of finance-related data. This role will partner with Finance, FP&A, Risk, and the Data Office to drive trust in financial reporting, forecasting, and analytics by ensuring robust governance over key financial data assets. Key Responsibilities • Serve as the Finance data domain steward, responsible for aligning financial data usage with enterprise policies and regulatory obligations., • Define, maintain, and socialize data definitions, business rules, and financial hierarchies (e.g., general ledger mappings, account classifications, cost center structures)., • Ensure proper data sourcing, lineage documentation, and reconciliation across financial systems, BI tools, and regulatory reports., • Partner with Accounting and FP&A to monitor data quality KPIs, investigate variances, and improve trust in monthly/quarterly close and budgeting processes., • Collaborate with data engineers and analysts to document and validate metrics logic for financial dashboards and strategic reports., • Assist with the identification and remediation of data integrity risks related to revenue, expenses, provisioning, and regulatory filings., • Support internal and external audits by maintaining data traceability and access logs for sensitive financial data.Additional Responsibilities, • Implement and oversee robust controls to ensure the accuracy and completeness of financial data in the general ledger, accounting systems, and reporting platforms., • Establish and enforce data governance policies for key financial data domains (e.g., loan receivables, revenue recognition, payment processing). Ensure data practices comply with accounting standards and financial regulations., • Ensure the integrity of data used for monthly, quarterly, and annual financial statements, regulatory reports, and investor reporting. Manage data reconciliation processes between servicing, banking, and accounting systems., • Act as a key point of contact for internal and external auditors, providing required data, documentation, and evidence of data controls to ensure a seamless audit process., • Define and maintain the official business glossary for financial metrics and data elements. Document data lineage to ensure transparency and traceability from source systems to final reports., • Partner with IT and the finance team to enhance financial systems and data architecture, ensuring data quality is built into processes., • Collaborate with IT Security to define and implement appropriate security classifications and access controls for sensitive financial data.Qualifications, • 5+ years of experience in financial data management, financial systems, or accounting operations., • Understanding of GAAP accounting principles, financial reporting structures, and budget planning processes., • Proficient in tools such as Excel, SQL, Power BI, Looker, and GCP-based data platforms., • Experience working with financial systems (e.g., QuickBooks, NetSuite, Oracle Financials) is a plus., • Strong business acumen and ability to translate data issues into financial risk or impact., • In-depth knowledge of accounting principles (GAAP), financial processes, and financial reporting., • Experience with accounting software (e.g., NetSuite, QuickBooks), ERP systems, and business intelligence (BI) tools., • Meticulous attention to detail with exceptional analytical and problem-solving skills., • Strong organizational and communication skills, with the ability to articulate complex

Job Description Excellent opportunity for a seasoned SBA Business Development Officer with a very successful national financial institution. Responsible for generating new SBA loans in an assigned local market. • Develops strategies to originate SBA loans in the marketplace., • Calls on and develops a referral network with commercial real estate brokers, business brokers, business/professional associations, accountants, lawyers, etc. to solicit SBA loan opportunities., • Presents the bank's loan capabilities., • Structures SBA loan proposals, completes initial underwriting and prepares credit package., • Responsible for the success and growth of assigned sales territory., • Responsible for the sales life cycle, including lead generation and sourcing, loan policies and structure, product knowledge and financial analysis. REQUIREMENTS: • 5+ years of financial services industry experience, • 3+ years of experience in SBA 7a & 504 lending, selling business related financial services products, or a combination of both, • Excellent verbal, written, and interpersonal communication skills, • Knowledge and understanding of underwriting or evaluating commercial credit, • Established network of COIs and brokers in the local market For further consideration regarding 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 The Corporate Banking Relationship Manager III maximizes share of wallet and products penetration. Promotes and Cross-sells products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues and identifying current and potential business opportunities for the Bank. Responsibilities: • Promote and cross-sell various products and services through telephone calls, mailing notices and face-to face visits, with the objective of servicing, maintaining, developing new relationships, increasing the deposit and loan portfolio, increasing bank revenues and identifying current and potential business opportunities for the bank., • Provide personalized attention to all bank customers in order to provide better service, attract and attain new customers and increase the presence of Amerant Bank, N.A. in the market., • Know and increase customer's wallet share in order to retain them and keeping them engaged increasing their lifetime value., • Develop and maintain Corporate Banking relationships with businesses established in their communities., • Provide financial solutions to satisfy commercial business needs, establish new and/or developing existing deposit and loan relationships within this target market in order to achieve established production goals for assigned region., • Extensive knowledge of credit and underwriting standards in accordance with the bank’s credit policy guidelines. The ability to evaluate, monitor, analyze, and control overall quality of existing credit portfolio, including related depository relationships and their activity; develop strategies to accommodate customer needs, focusing on adequate growth of relationships., • Make recommendations for approval of lines of credit, owner occupied real estate, term loans, and other related credit products., • Make presentations to Loan Committee when required for approval of commercial credit transactions., • Approve loans and other banking transactions within lending authority., • Evaluate and take action to adequately manage and control customer overdraft and uncollected funds transactions following approval limit guidelines in order to accommodate and service customers in a financially feasible and prudent manner, with minimum risk exposure to the bank., • Review account activity to identify, evaluate, monitor and make any recommendation deemed necessary to the Business Manager in order to assess, reduce, eliminate or control any current or prospective risks to earnings or capital arising from violations of, or nonconformance with, BSA, laws, rules regulations, prescribed practices, internal policies and procedures or ethical standards., • Ensure that officers do business within the Bank’s policies and parameters, maintaining the desired level of exposure and risk with respect to BSA. Minimum Work Experience: Seven or more years Corporate or Middle Market banking in the areas of business development and managing diversified lending relationships. Technical and/or Other Essential Knowledge: Proven commercial lending and credit experience, analyzing financial statements, reviewing loan documentation and administration Successful track record in sales and business development Effective verbal and written communication skills. Knowledge of commercial banking products and services Proficient using MS Office, including MS Word, MS Excel, MS PowerPoint and Outlook. Must be knowledgeable of operations and credit guidelines and policy, BSA and other Banking regulations

Job Description Our lending team is experiencing tremendous growth, and we are looking for a results-oriented junior loan officer who can generate new business and referrals and assist our senior loan officers in creating and closing loan packages. Lending or mortgage industry experience is not required, but is a tremendous asset. If you are tenacious, driven, and love a fast-paced career that allows your communication and interpersonal skills to truly shine, please start your application today! Compensation: $45,000 - $80,000 yearly Responsibilities: • Communicate with the senior mortgage loan officer/ MLO to make a recommendation of which mortgage loan products are best suited depending on applicant’s financial status, • Assemble financial information to assist with loan applications, prepare loan files, and assess applicants’ financial situation and eligibility, • Meet sales expectations, generate new business, get referrals, and monitor sales pipeline, • Liaise between realtors, senior MLO / mortgage loan originator, underwriter, mortgage lenders or mortgage bankers, and loan processors on behalf of the applicant as needed to assure the loan transaction is successful, • Create personal relationships with loan applicants - offer additional information and answer questions about home mortgage productsQualifications:, • Superb relationship, sales, communication, and MS Office skills are needed, • Bachelor’s degree is preferred, but a high school diploma or equivalent is required, • Familiarity with home mortgage program guidelines and various types of loans such as FHA, commercial loans, VA, etc is beneficial, but not require, • Possess the intention to complete a training program to obtain NMLS/ MLO/ state license, • Past experience with credit unions, lending institutions, real estate, financial services, or related fields is a bonus, but not requiredAbout Company Americasa, as part of Nationwide Mortgage Bankers, is immersed in every action of those of us who are part of Americasa. We are especially focused on helping the Hispanic community fulfill the dream of homeownership. We know how much this represents in the lives of clients, which is why we are committed to guiding them along this path by answering all their concerns. For us, the goal is not only the purchase of the house; for us, it is important that clients come out of this experience exceeding their own expectations and are satisfied with having obtained, with us, the best mortgage program available.

Job DescriptionSalary: Job Summary: We are seeking a results-driven Treasury Manager to oversee the financial health and liquidity of a multi-entity organization with complex inventory and financing needs. The ideal candidate will manage day-to-day cash flow, banking relationships, floor plan financing, investment strategies, and risk management across diverse business units. This role is key in ensuring optimal use of cash, funding for inventory, and compliance with financial covenants. Key Responsibilities: Cash and Liquidity Management • Monitor daily cash positions across multiple bank accounts and legal entities., • Forecast short- and long-term cash needs to maintain adequate liquidity., • Manage intercompany cash transfers and optimize cash pooling strategies. Floor Plan and Inventory Financing • Manage asset-based lending and floor plan financing arrangements with lenders to maintain compliance with financing terms., • Reconcile inventory financing against physical inventory and internal system reports., • Liaise with floor plan providers to manage drawdowns and repayments. Banking and Treasury Operations • Maintain strong relationships with banks, lenders, and financial institutions., • Manage bank account structures, signatories, and KYC documentation., • Evaluate and implement treasury systems and process improvements. Risk Management • Identify and mitigate financial risks related to interest rates, liquidity, and credit exposure., • Maintain appropriate internal controls around cash handling and treasury activities., • Assist in managing insurance policies and compliance for asset protection. Reporting and Compliance • Prepare regular treasury reports for senior management., • Monitor covenant compliance on loans, credit facilities, and floor plan arrangements., • Remain compliant with all financial regulations and company policies. Strategic Planning • Provide treasury input into business planning, acquisitions, and capital investments., • Collaborate with accounting, sales, and operations teams to align financial goals with cash flow. Accounts Payable Oversight • Coordinate closely with the Accounts Payable team to manage payment timing in alignment with cash flow forecasts., • Review, approve, or obtain approvals for high-value disbursements to support liquidity goals and vendor relationships., • Analyze AP aging reports and collaborate with departments to resolve discrepancies or delays., • Support month-end and year-end closing processes related to payables and cash disbursements., • Partner with procurement and operations to optimize vendor payment terms and working capital efficiency. Qualifications: • Bachelors degree in Finance, Accounting, Economics, or related field (CPA a plus)., • 5+ years of treasury or finance experience, • Preferably, experience with floor plan financing, • Strong analytical, communication, and leadership skills., • Proficiency in Excel and treasury management systems.

Job Description NewtekOne®, Your Business Solutions Company®, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek® brand to the small- and medium-sized business ("SMB") market. Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk. Newtek's and its subsidiaries' business and financial solutions include: Banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions. Newtek Bank, N.A. is looking for a Business Service Specialist - Business Banking. (Please see below for shift information) The Business Banking BSS role is a critical business development role within the bank responsible for driving business deposit growth and ensuring the success of our business banking clientele. A Business Banking BSS must be a subject matter expert in our business banking products and services, the end-to-end digital business account opening and onboarding process, and business relationship management to ensure our business banking customers have a seamless digital banking experience. This role requires a strong understanding of financial operations, effective communication and problem-solving, exceptional attention to detail, and the ability to collaborate effectively with internal business lines and external strategic partners. As a Business Banking BSS, you will: • Be a Subject Matter Expert on our business banking deposit products and treasury management services including ACH, Wires, Lockbox, RDC, and Positive Pay., • Engage with business owners and decision makers to assess banking needs and promote the advantages of our business banking deposit products and services., • Execute and manage the end-to-end business deposit account opening and onboarding process., • Provide initial and ongoing support for business customers transitioning to Newtek Bank., • Train business customers and sub-users on our digital banking platform and features., • Review customer financial statements and perform risk assessments to determine eligibility for treasury management services., • Collaborate with the Digital Operations team to implement and maintain appropriate treasury management services and ensure seamless digital banking functionality., • Be proficient in digital account opening software including various Apiture and Fiserv products., • Develop and maintain strong relationships with clients and serve as business banking relationship manager for allocated portfolio of businesses., • Maintain strong understanding of other NewtekOne business line products and be able to effectively identify cross sell opportunities and refer business internally., • Manage pipeline of referrals from internal business lines and strategic alliance partners., • Assist with Newtek Advantage business development efforts and customer enrollment., • Maintain a strong understanding of bank policies, procedures, and regulatory compliance requirements., • Work closely with internal teams, including the Contact Center, Digital Operations, and Deposit Operations to resolve business banking related inquiries and issues., • Participate in required and ongoing business banking training and education to stay current with industry regulations and compliance standards. Knowledge, Skills and Abilities: • Ability to effectively engage with business owners and decision makers., • Strong attention to detail., • Exercise good judgement and problem-solving skills., • Ability to multi-task and prioritize to meet time-sensitive deadlines., • Proficient in using CRM tools and onboarding software., • Excellent verbal and written communication skills., • Ability to work collaboratively in a team-oriented environment., • Willingness to assist in cross-team projects and initiatives., • 2+ years in the banking industry focused on business banking, deposit and payments operations, customer service, or business development., • Business Development or business banking experience and general banking knowledge of deposit products and services including digital banking is preferred. Education and Certification Requirements: College degree from a two-year or four-year program with a concentration in business, marketing, finance, or accounting preferred. Salary Range: $55,000-$75,000 annually NewtekOne is an Equal Opportunity Employer; M/F/D/V. We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.

Summary: Commercial Relationship Managers are the client-facing key to our core business of commercial banking. Commercial Relationship Manager III. Job Category: Commercial Lending.