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Overview: The International Relationship Manager I is responsible for building, managing, and retaining a portfolio of international affluent individuals, and entrepreneurs, who reside outside of the United States, with some connectivity or nexus to the United States with companies with gross sales generally less than $5mm. The Relationship Manager expectation is to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing clients. Through a proactive need-based selling approach, the Relationship Manager will cross-sells bank products, including but not limited to Depository Products, Treasury Management Services and Consumer Lending products. The Relationship Manager will collaborate at a senior level with the assigned partner to establish, build, and expand Commercial Relationships for international high-net-worth individuals that own business, properties, second home in the United States. The International Relationship Manager I is expected to attain or exceed production goals and is responsible for the development of International Private Clientele through business development, social functions, association memberships and development of relevant international COIs. The International Relationship Manager I is expected to deliver the highest level of client service to the client base while adhering to the Bank's BSA/AML, Compliance and Policies and Procedures, responding to all client requests on a timely basis and providing prompt and white glove service. Involved in the credit process including Credit Underwriting, Portfolio Management and Review, Risk/Credit Grading and Risk Identification and management. Portfolio management will include servicing covenant compliance, collateral monitoring. Principal Duties and Responsibilities: * Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable. * Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals. * Independently analyzes credit checks worthiness, and conducts preliminarily financial statement analysis against bank risk standards and applicable product requirement to preliminarily determine potential credit worthiness. * Works closely with the team to generate, identify, qualify, and prioritize new prospects. * Generates proposal and develops sales strategies at an expert level. * Develops, expands, and maintains referral sources. * Documents relationship process as needed. * Works with clients in analyzing problems and propose solutions. * Acts as client’s advocate in securing suitable credit and cross selling products and services. * Structures and completes unsecured business loans. * Evaluates business, management, industry, financial and structural risk, and documents assessment in a credit approval document. * Organizes and leads involved sales initiative, including generating complex, customized proposals. * Works to develop and maintain solid relationships with all partners. * Maintains expert level knowledge of all bank products and services. * Participates in special projects as needed. * Must be willing to participate in community organizations and activities. * Meets the requirements of the S.A.F.E Act and expected to follow procedures including notifying Human Resources of any changes in current status. Qualifications: • 2-4 years of recent experience in direct sales and International Banking development experience in the banking industry. Required., • Must complete credit training. Required. Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability * Experience working in a sales team, and high quality service advocacy. * An in-depth knowledge of Bank Secrecy Act/AML requirements is required. * Knowledge on the completion of KYC is required. Education: • Bachelor's Degree in Business, Finance or equivalent., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: As a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients’ growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals. Overview You’ll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You’ll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards. Principal Duties & Responsibilities • Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements., • Independently grow your portfolio through client referrals, networking, and targeted outreach., • Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals., • Present and promote banking solutions with confidence and clarity to both existing and prospective clients., • Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience., • Make informed decisions on overdrafts, wires, pricing, and structuring within your authority., • Negotiate loan terms based on risk, market conditions, and overall client relationship value., • Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies., • Monitor portfolio quality, manage past due loans, and proactively address potential issues., • 8-10 years of commercial lending experience required., • Formal credit training from a national or large regional bank preferred., • Strong understanding of accounting, finance, and credit analysis., • Proven ability to build and grow client relationships in a fast-paced environment., • Excellent communication, presentation, and problem-solving skills., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit ___At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About the Role We’re looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue. In this role, you’ll provide strategic financial solutions, deliver exceptional client service, and drive growth through deposits, loans, and treasury services. As a key member of the branch team, you'll also represent the bank in the community and collaborate with internal partners to meet client needs. What You’ll Do • Grow and manage a portfolio of 250+ small business clients., • Proactively acquire new relationships through prospecting, networking, and outreach., • Deliver tailored financial advice by analyzing client needs and recommending appropriate deposit, lending, and treasury solutions., • Collaborate with partners in Lending, Treasury, Mortgage, and Wealth Management to offer holistic banking services., • Support branch operations including account opening, teller transactions, and loan support as needed., • Serve as a community ambassador and leader for the bank’s small business efforts., • Ensure compliance with all regulatory, policy, and procedural standards. Key Responsibilities • Consistently meet or exceed sales and referral goals for deposits, loans, and services., • Perform financial reviews and loan pre-screens; complete cash flow analyses., • Make independent overdraft pay/return decisions within assigned limits., • Support the loan application and closing process; collect and review required documentation., • Maintain operational integrity through proper balancing, ticketing, and risk protocols. What You Bring • 2–4 years of recent experience as a Small Business Banker or similar role., • Solid credit background with proven ability to structure loans and analyze credit., • Demonstrated success in acquiring and growing small business relationships., • Ability to complete independent pre-screens and cash flow analysis., • Collaborative, proactive, and goal-oriented mindset., • Bachelors degree in Business or Finance preferred., • An equivalent combination of education and relevant professional experience may be considered in lieu of a degree. Benefits & Perks We offer a competitive benefits package designed to support your success: • Health Coverage: Medical, dental, and vision plans with employer contributions., • Retirement Savings: 401(k) with matching, plus additional retirement options., • Paid Time Off & Holidays: Generous PTO and paid holidays. Join City National Bank of Florida. The possibilities are endless. Special information to candidates: • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Position Type: Regular In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you. Required Qualifications: • A valid and active FINRA Series 7 license required, • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job. Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning, • Ability to adapt and implement change as the market and business conditions evolve, • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation, • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Overview: As a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients’ growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals. Overview You’ll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You’ll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards. Principal Duties & Responsibilities • Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements., • Independently grow your portfolio through client referrals, networking, and targeted outreach., • Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals., • Present and promote banking solutions with confidence and clarity to both existing and prospective clients., • Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience., • Make informed decisions on overdrafts, wires, pricing, and structuring within your authority., • Negotiate loan terms based on risk, market conditions, and overall client relationship value., • Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies., • Monitor portfolio quality, manage past due loans, and proactively address potential issues., • 8-10 years of commercial lending experience required., • Formal credit training from a national or large regional bank preferred., • Strong understanding of accounting, finance, and credit analysis., • Proven ability to build and grow client relationships in a fast-paced environment., • Excellent communication, presentation, and problem-solving skills., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: As a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your clients’ growth. This role is ideal for a self-starter with strong credit skills, a passion for relationship management, and a drive to exceed goals. Overview You’ll manage and grow a portfolio of corporate clients by developing new relationships and deepening existing ones. Your focus will be on delivering strategic financial guidance, identifying cross-sell opportunities, and ensuring a seamless client experience. You’ll collaborate with internal partners to meet client needs while managing risk and maintaining compliance with all regulatory standards. Principal Duties & Responsibilities • Meet or exceed individual sales and retention goals while ensuring full compliance with legal and regulatory requirements., • Independently grow your portfolio through client referrals, networking, and targeted outreach., • Lead the delivery of financial services to corporate clients, ensuring alignment with credit quality standards and production goals., • Present and promote banking solutions with confidence and clarity to both existing and prospective clients., • Collaborate with Risk Officers, Treasury Management, Client Services, and Product Specialists to deliver a full-service experience., • Make informed decisions on overdrafts, wires, pricing, and structuring within your authority., • Negotiate loan terms based on risk, market conditions, and overall client relationship value., • Review and underwrite new and renewal loan requests in partnership with Risk Officers, ensuring adherence to credit policies., • Monitor portfolio quality, manage past due loans, and proactively address potential issues., • 2–4 years of commercial lending experience required., • Formal credit training from a national or large regional bank preferred., • Strong understanding of accounting, finance, and credit analysis., • Proven ability to build and grow client relationships in a fast-paced environment., • Excellent communication, presentation, and problem-solving skills., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: Acts as the primary advisor for a portfolio of Corporate Banking clients. Develops new business relationships and maintains important revenue-generating client relationships through new business development, relationship and portfolio management activities. Assesses the risks and impact from both the client's and bank's perspective, identifies opportunities to cross-sell related banking products and services and leads the development of an overall client relationship strategy. Principal Duties & Responsibilities: • Meets or exceeds individual sales and retention goals adhering to corporate, legal, and regulatory policies, guidelines, and requirements regarding compliance., • Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals., • Directs and manages the sales and service of financial services to Corporate Banking target market clients and prospects in accordance with loan quality guidelines, approval standards and production goals., • Requires significant marketing presentation, sales and relationship building skills. Expands existing client relationships and actively seeks new clients via targeted prospecting., • Responsible for meeting the broad needs of assigned clients by coordinating with assigned Risk Officers, Treasury Management Officers, Client Service Officers, and other Product Specialists. Partners with these specialists to meet the full range of client needs and ensures optimal response and service levels between departments., • Under the parameters of procedures and individual authority, recommends and/or makes significant decisions regarding overdrafts, wires, pricing, structuring etc., for Loans, Treasury products, client servicing and other., • If loan is an acceptable risk for the bank, negotiates the terms of the loan with the client based on the risk of the loan, current conditions in the financial markets, overall profitability of the loan and overall client relationship, and the current internal goals of the bank., • In conjunction with Corporate Banking Manager, makes decisions of significant importance related to risk associated with the loan, documentation needed from client, negotiation of terms, etc., • Independently reviews all new and renewal loan requests, coordinates and actively participates in the underwriting process together with appropriate Risk Officer, ensuring adherence to the Bank’s credit policies and criteria in loan decisions., • Joint analysis with Corporate Banking Manager and risk partners, analyze, maintains portfolio quality, monitors past due loans, minimizes the risk of loan losses and keeps exceptions to a minimum., • Ensures full compliance with loan terms. Promptly identifies potential issues and alerts management of any problems in the portfolio. Submits timely and accurate reports as required., • Ensures that all loans are closed according to proper procedures and according to the specific conditions of the CAR working with the appropriate staff and the closing attorney. Qualifications: • 2-4 years of Commercial Lending experience. Required, • Formal credit training by national or large regional bank Preferred, • Strong understanding of the principles of accounting and finance., • Strong marketing and analytical skills., • Demonstrated problem-solving skills and interpersonal skills in demanding situations., • Must be a self-starter and highly disciplined., • Ability to work in a fast-paced environment with aggressive goals and objectives., • Must be able to analyze financial conditions and industry trends., • Excellent and effective presentation and communication skills, both verbal and written., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You’ll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You’ll Do: • Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones., • Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services., • Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship., • Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs., • Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience., • Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. What We’re Looking For • Experience: 8–10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred., • Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions., • Education: Bachelor’s degree in Business, Finance, or a related field required. Master’s Degree, preferred., • Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs., • Be part of a team that values innovation, collaboration, and client success., • Enjoy opportunities for professional growth and development., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: Temporary Assignment Duration: 3 Months This position is responsible for performing various functions within the Treasury Management Group, but is not limited to, the review and establishing new implementations pertaining to Treasury Management services/Merchant Services and their corresponding features, as well as maintaining strict security controls of these products. Strictly adheres to all bank and departmental policies and procedures, including segregation of duties and access to platforms. Principal Duties & Responsibilities: * Follows policies and procedures and exercises good judgment to ensure client privacy, Bank security and fraud/loss prevention. * Reviews Treasury Management Agreements to establish and performs accurate client access and set-up for all Treasury Management products and services according to required approvals, policies and procedures. * Maintains and performs accurate updates and temporary limit and/or access changes to existing customers. * Troubleshoots and solves problems within Treasury Management by following all policies, procedures and processes. * Provides full customer support, including, but not limited to forgotten passwords, one-time pass code or other security methods, installation and/or reinstallation of product software or device drivers, file testing assistance, client training, and etc. on all Treasury Management products and services that are supported by the department and received via the various contact points (phone, email, KACE, system platforms, etc.). * Establishes and maintains customer set-ups, products, functions and investigations. * Maintains electronic files for client requests with regard to Treasury Management. * Actively and accurately participates in product testing, implementation, and conversions, as needed and required. * Provides onsite or verbal (conference call) training, installation and service of Treasury Management products. * Identifies cross-selling opportunities and refers to Treasury Management Sales Officers as appropriate. * Communicates effectively within the department and with other departments at the Bank. * Maintain a high degree of accuracy while boarding account and customer information into various systems. * Maintain knowledge of compliance, risk and banking regulations. * Maintain a high degree of confidentiality with customer information. Qualifications: • 2-4 years experience supporting or working in financial institutions lending department, treasury management department or previous banking experience. Some working knowledge of Treasury Management products and systems required. * Must be detail-oriented, organized and must have strong time-management skills. * Understanding of treasury and cash management products, governing regulations, internal and audit policies and procedures. * Strong math, analytical and problem solving skills. * Proficiency in Microsoft Word, Excel, and PowerPoint applications required. * Excellent verbal and written communication skills for effective interaction with clients. * Strong attention to detail. * Good technical skills in order to effectively inform clients about products and service. Education: • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: About the Role Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and entrepreneurs. You’ll drive business growth by developing new loans and deposit relationships, cross-selling bank products, and providing unparalleled client service. This role is ideal for a seasoned professional with strong lending expertise, relationship management skills, and a commitment to excellence. What You’ll Do: • Build Relationships: Manage and grow a portfolio of high-net-worth clients by developing new relationships and deepening existing ones., • Drive Results: Meet or exceed individual sales and retention goals by expanding loans, deposits, and cross-selling bank products like Treasury Management Services., • Deliver Solutions: Structure, negotiate, and close complex loan transactions while ensuring a deposit component is included in every new relationship., • Provide Exceptional Service: Respond promptly to client requests, delivering efficient and personalized service to meet their financial needs., • Collaborate: Partner with internal teams (Risk Officers, Treasury Management, Client Services) to deliver a seamless, full-service client experience., • Manage Risk: Review and underwrite loan requests, monitor portfolio quality, and proactively address potential issues to minimize risk and ensure compliance. What We’re Looking For • Experience: 8–10 years of lending experience, with a proven track record of developing new loans and deposit business. Formal credit training preferred., • Skills: Strong relationship management, sales, and marketing skills. Ability to structure and negotiate complex loan transactions., • Education: Bachelor’s degree in Business, Finance, or a related field required. Master’s Degree, preferred., • Client Focus: Commitment to delivering the highest level of client service with prompt and efficient responses to client needs., • Be part of a team that values innovation, collaboration, and client success., • Enjoy opportunities for professional growth and development., • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

Overview: The Commercial Banker is essential in managing and nurturing relationships with small to mid-sized businesses generating less than $25 million in gross sales. This role engages collaboratively with the sales team to establish, build, and maintain strong banking relationships, driving the overall success and growth of the assigned sales territory. As the primary relationship manager, the banker represents the bank in all client interactions and oversees the credit process, including credit underwriting, advanced portfolio management, risk identification, and adherence to loan covenants. Responsibilities also include ongoing portfolio management, collateral monitoring, and ensuring compliance with the bank's risk and credit grading standards. The position demands individual initiative and effective collaboration to meet business objectives. Principal Duties & Responsibilities: * Consistently meets and exceeds individual and/or team sales goals, including deposits, loans, and other applicable metrics. * Independently expands existing relationships and solicits new business through client referrals and cold-calling efforts to meet or exceed the Bank’s strategic goals. * Independently analyzes credit worthiness, and conducts preliminary financial statement analysis against bank risk standards and applicable product requirements to preliminarily determine potential credit worthiness. * Generates proposals and develops sales strategies at an expert level. * Develops, expands, and maintains referral sources. * Documents the relationship management process. * Works with clients to analyze problems and propose solutions. * Acts as the client’s advocate in securing suitable credit and cross-selling products and services. * Structures and completes secured and unsecured business loans. * Evaluates business, management, industry, financial, and structural risks, and documents assessments in credit approval documents. * Organizes and leads involved sales initiatives, including generating complex, customized proposals. * Works to develop and maintain solid relationships with all partners. * Maintains expert-level knowledge of all bank products and services. * Participates in special projects as needed. * Must be willing to participate in community organizations and activities. Qualifications: • 5-7 years experience in Commercial Banking. Must have strong credit and lending understanding and experience. * Must be highly capable of meeting sales goals, independent activity in direct banking sales and credit support as well as maximizing cross-sell opportunities and relationship profitability. * Knowledge of commercial banking products and services including credit analysis, underwriting, and treasury management products and services. * Demonstrated strong financial acumen and high level of problem solving skills. * Effective communicator, results oriented, demonstrates the ability to excel in high-pressure situations. * Exhibit strong interpersonal skills with the ability to cultivate long term relationships and influence others internally and externally. * Knowledge of Microsoft Office products: Word, Excel and Outlook. * Formal credit training, preferred. Education: • Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities., • Please view Equal Employment Opportunity Posters ___., • The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c), • Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at ___.

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.

We are looking for a detail-oriented mortgage underwriter to grow with our team! Located within Miami-Dade or Broward County. You’ll be responsible for analyzing and verifying real estate loan applications while evaluating risks and making loan decisions. The ideal applicant has a thorough understanding of CONV/FHA/VA/USDA loans, is able to organize and prioritize their tasks efficiently and effectively and ideally Bilingual person (English Spanish). Compensation: $120,000 Responsibilities: • Verify mortgage applications including supporting documents to be certain they contain all pertinent information for loan approval, • Assure that once all information is received it is accurate, it meets compliance standards, and it aligns with company policies, • Search clients’ employment and financial histories thoroughly to determine accuracy of all documentation, • Document in detail reasons for approving or rejecting a loan for our loan officers and clients, • Inquire about any additional information that is needed to determine loan risk Qualifications:, • Proficient in Microsoft office and automated underwriting systems, • Strong decision-making and communication skills, • Over 2 years of mortgage underwriting experience or mortgage lending experience is required, • Knowledge of home loans and residential mortgages such as conventional, VA, FHA, and USDA loans, and loan products, • Bilingual (English Spanish)About 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. #WHRE2 Compensation details: 120000-120000 Yearly Salary PI29e31360e0f3-37820-37125754

Job Description The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: • Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts;, • Assist Relationship Managers and Portfolio Officers in conducting the customer “onboarding” efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank’s treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary;, • Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.;, • Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents;, • Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow;, • Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality;, • Monitor and manage overdrafts and past-due reports, which may include calling the customers;, • Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable;, • Prepare minimum balance covenant certificates;, • Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues;, • Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis;, • Review post-closing loan documentation collection and verification to maintain adequate quality controls; Bachelor’s Degree required or pursuing a Bachelor’s degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

Job Description 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 create and enhance relationships 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., • 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., • Maintain an active NMLS registration status., • Exhibit high proficiencies in all consumer deposit and lending products and processes. Has the ability to mentor other associates., • Exhibit expert understanding of small business deposit products and processes and an intermediate understanding of small business lending products and processes., • Exhibit high proficiency in outbound calling process. Has the ability to mentor other associates., • Highly effective with proven track record in identifying referral opportunities with internal business partners., • Ability to source Treasury Management solutions and services and small business lending needs., • Be highly proficient and leads Customer facing technology with the ability to discuss with and enroll customers in self-service products/processes, • Assist leadership team by processing applications to meet the needs of small business customers. Operations • 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., • May support Branch Leadership in operational and customer service supervisory functions in Branch Leadership absence. EDUCATION and/or EXPERIENCE: • High School Diploma or equivalent required., • Minimum of 6 months cash handling experience preferred., • College degree preferred., • 4+ years in 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., • 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., • Active NMLS or 2+ years lending experience required. 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.

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 Title: Manager, Customer Loyalty & Renewals Reports to: Director, Marketing Operations 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 The Manager, Customer Loyalty & Renewals is responsible for maximizing customer success and driving profitable growth by optimizing the post-acquisition experience. This role focuses on the critical phases of the customer journey: onboarding, early engagement, and turning satisfied customers into advocates. The goal is to build strong, lasting relationships that reduce early churn, increase feature adoption, and generate high-quality referrals to boost overall Customer Lifetime Value (CLV). Key Responsibilities • Partner with Email Marketing team to design, implement, and optimize a multi-channel onboarding program (email, in-app messaging, guided tours) to ensure new customers successfully reach their "Aha! Moment"—the point where they realize the product's value., • Develop targeted communication flows to drive feature utilization and encourage deeper product integration and engagement., • Collaborate with the Content and Product teams to ensure the right educational resources (videos, webinars, guides) are delivered to customers at the optimal moment in their lifecycle., • Partner with Market Research team to design and deploy transactional and lifecycle surveys (e.g., NPS, CSAT, CES) to gather continuous customer sentiment data., • Develop automated follow-up campaigns and alerts based on survey scores (e.g., turning Promoters into Referrers and routing Detractors to the Customer Success team for intervention)., • Identify high-value, high-satisfaction customers for testimonials, case studies, and co-marketing opportunities., • Own the strategy, execution, and promotion of the customer referral program, ensuring a frictionless experience and attractive incentives for both the referrer and the referred party., • Create campaigns to reward long-term, highly engaged customers (e.g., exclusive access, loyalty tiers) to deepen their relationship with the brand and drive word-of-mouth marketing., • Implement systematic processes to prompt satisfied customers to leave positive reviews on third-party sites (e.g., app stores, industry review platforms) to aid organic acquisition efforts.Qualifications, • 5+ years of experience in Marketing, with a focus on Customer Lifecycle, CRM, or Customer Experience (CX) Marketing., • Proven success in designing and executing successful onboarding and referral programs that demonstrably impacted CLV or churn reduction., • Expert proficiency with a major Marketing Automation Platform (MAP) (e.g., building complex logic flows, deep segmentation)., • Strong analytical skills with experience analyzing customer behavioral data, survey responses (NPS), and key metrics like TTFV and initial churn rate., • Excellent ability to collaborate cross-functionally with Customer Success, Product, and Revenue teams., • Experience with TrustPilot, Sprinklr, and other customer review platforms.

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 Title: Senior Project Manager Reports to: Director, Project Management 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 We are seeking an experienced and results-driven Senior Project Manager with a background in financial services operations to lead complex, cross-functional initiatives that drive innovation, operational efficiency, and meet customers' needs. The ideal candidate will have extensive experience managing technology-driven projects, including operations, payment systems, or lending platforms, or personal finance tools. You will work closely with stakeholders across Operations, Product, Engineering & Technology, Legal, Compliance, and Risk to ensure timely delivery and regulatory alignment. Key Responsibilities • Lead end-to-end delivery of strategic projects with a focus on scope, timeline, cost, and quality., • Define project objectives, milestones, deliverables, and success metrics., • Develop and maintain detailed project plans, resource allocation, and risk management strategies., • Ensure project management and execution best practices are followed., • Manage multiple concurrent projects in a fast-paced, high-growth environment., • Collaborate with cross-functional teams (Product, Engineering, Risk, Compliance, Legal, etc.)., • Act as the main point of contact between internal teams and external vendors/partners., • Regularly communicate status updates, roadblocks, and critical decisions to executives and stakeholders., • Facilitate meetings, demos, retrospectives, and workshops to ensure alignment and transparency., • Identify, assess, and mitigate risks, especially those related to financial regulations (e.g., KYC, AML, PCI-DSS)., • Partner with Legal and Compliance to ensure adherence to industry standards and policies., • Drive a culture of continuous improvement by identifying inefficiencies and proposing process enhancements across project delivery workflows., • Conduct post-project reviews (retrospectives) to capture lessons learned and apply insights to future initiatives., • Collaborate with peers and cross-functional teams to standardize project management practices and promote knowledge sharing., • Recommend improvements to tools, templates, and methodologies to increase team efficiency and project transparency.Qualifications, • Bachelor's degree in Business, Computer Science, Engineering, or related field (MBA or PMP is a plus, but not required)., • 7+ years of project management experience, with at least 3 in Fintech or Financial Services., • Proven track record managing large-scale operations or infrastructure projects., • Strong understanding of financial services technology such as payment processing, APIs, digital wallets, lending platforms, etc., • Experience working with project teams in Waterfall, Hybrid, and agile environments., • Excellent communication, negotiation, and organizational skills., • Strong problem-solving and analytical abilities., • Proficiency in project management tools (JIRA, Confluence, Google Workspace, Asana, Trello, or similar)., • Ability to manage competing priorities and adapt to rapidly changing business environments.Preferred Qualifications, • Experience managing initiatives focused on collections and recoveries.

Job DescriptionCareer Renew is recruiting for one of its clients a Researcher - Crypto - this is a fully remote role for US candidates or Europe candidates (if they can overlap EST hours).We are the first automated, on-chain economic security system enabling crypto protocols to optimize risk management and capital efficiency while protecting user funds. We use world-class custom EVM simulations to understand protocol mechanics and scenario implications. Leading protocols use our platform and tools, helping them manage and secure billions of dollars in assets, including Aave, GMX, dYdX, Venus, and more. Responsibilities: * Conduct comprehensive analysis of emerging DeFi protocols and products, focusing on Risk Modeling, Mechanism Design and parameter optimization. * Analyze financial data to draw out insights specific to protocol requirements, leveraging key metrics for various analyses. * Develop and deliver professional reports with organized data for clients and the broader community. * Write formal, rigorous research papers that contribute to the body of knowledge in the DeFi space and support the decision-making process for clients and stakeholders. * Engage with clients during the pre-sale phase to understand their needs and develop strategic research plans. * Host regular progress meetings with clients, providing updates and insights on research developments. * Collaborate with the Chaos Labs product team to recommend data and features for the Chaos Risk Observability and Monitoring portal, enhancing its utility for protocols and communities. Requirements: * Proven experience in economic research, risk analysis, or a related field, with a preference for candidates with DeFi space exposure. * Strong analytical and problem-solving skills, with a solid history of conducting data-driven research. * Excellent communication and presentation skills, capable of compiling and presenting research findings and writing formal research papers. * Team player with the ability to work with clients and internal teams to refine product offerings. * Proficient in reading and a strong understanding of smart contract code. * Comfortable running and modifying Python scripts, and capable of writing basic Python scripts for data fetching and normalization for research purposes. * Knowledge of DeFi protocols, financial markets, and black-swan events is highly desirable. Preferred Qualifications: * Experience in writing Python scripts and functions to fetch and normalize data to support research activities. Compensation & Package Benefits: * Medical, dental & vision insurance. * Hybrid work model. * Personalized professional development opportunities. * Chaos Labs provides a reasonable range of compensation. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location. The range of pay for this role is $120000 - $150000

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.

Job Description: We are actively seeking an Analyst to join our dynamic team. The ideal candidate will play a pivotal role in the acquisition and oversight of residential loan purchases in accordance with our underwriting guidelines. This requires performing mortgage due diligence, while ensuring smooth coordination with our lending partners. Responsibilities: • Manage and oversee third-party due diligence for retail purchases., • Act as the primary contact for lenders, borrowers, & brokers, delivering exceptional customer service., • Interface daily with lenders to initiate trades and retail originations., • Coordinate various operational aspects of the loan buying & originating process, ensuring a seamless transition between seller, borrower, and other intermediaries., • Collaborate closely with Credit and Asset Management teams to be a resource for partners with scenario and exception questions and post-purchase service. Assist in managing due diligence and production on credit opportunities & securitizations., • Oversee pre-close review process, ensuring compliance and quality control., • Excel in understanding the use of technology to facilitate smooth onboarding process. Desired Experience and Qualifications: • Bachelor’s degree from an accredited university is required., • Broad understanding of real estatemarkets an mortgages., • Proven ability to manage and prioritize multiple projectsefficiently., • Strong communication skills with the ability to articulate progress, proposals, and timelines effectively to Senior Management., • Ability to thrive under time constraints and in fast-paced environments. What We Offer We believe in supporting our employees both professionally and personally. Our comprehensive benefits package includes: • Health Insurance – Robust medical coverage with costs primarily covered by the employer., • 401(k) Retirement Plan – Plan for your future with our retirement savings program., • Commuter Benefits Program – Save on your daily commute with pre-tax transportation options., • Employee Assistance Program (EAP) – Access free and confidential support for personal or professional challenges., • Financial Wellness Resources – Tools and guidance to help you reach your financial goals., • Paid Time Off – Enjoy 15 days of PTO annually, plus company-observed holidays., • Sick Leave – Take care of your health with 5 paid sick days per year.

Overview Dansker Capital Group is seeking to add Commercial Mortgage Brokers to our growing team. We are recruiting for full-time onsite openings in our New York City, Miami, FL, Charleston, SC, and Danbury, CT offices. Incoming brokers will go through a hands-on training and mentorship program with some of the industry’s top mortgage brokers. Job Responsibilities: · Identify new business opportunities, maintain current clients, and secure meetings with senior executives at end-user and landlord businesses. · Meet with clients and lenders to build relationships and proactively discuss their financing needs · Work in coordination with analysts in the planning of loan submission statements for review by capital providers and negotiate loan terms with those providers. · Participate in all aspects of loan closing process including negotiation of documents and terms Ideal Candidate: · Must secure and maintain a New York State real estate license (not required for interview process) · Strong understanding of the commercial real estate industry · Self-motivated individual with a strong work ethic and self-discipline · Well-spoken and possess effective communication and negotiation skills · Willingness to make cold calls · Must be coachable and receptive to feedback · Experience handling a high volume of projects at once · Must be a team player with integrity · Bachelor’s degree Earning Potential This independent contractor role is 100% commission, has no cap in earnings, and is an opportunity to control your own career trajectory. Who we are: We are a growing national commercial mortgage brokerage company based in New York City and with offices in Danbury, Ct, Miami, FL, and Charleston, SC. We believe in three core values: integrity, hard work, and collaboration. We work hard by always having a “whatever it takes” attitude and doing our best to make sure every deal closes on time and as promised. We interact with each other, our lenders, and our clients in an honest and straight-forward way always. We are focused on finding creative, cost-efficient financing solutions for our clients in the middle-market space. Our broad expertise and wealth of experience enable us to add value to transactions ranging from conventional, stabilized refinancing transactions, to fast-closing bridge transactions. The way in which we differentiate ourselves is by conducting honest and thoughtful analysis at the start of a relationship. We present terms that we believe we can deliver, and we take on assignments that we believe we can close. We believe that honesty is always the best policy. What we offer: Joining our team as a commercial mortgage broker will allow you to receive hands-on training from experts in sales and the technical elements of mortgage brokerage. We have a robust network of lenders and service providers throughout New York, the Northeast and various national networks. With a track record of over $3 Billion in closed loans across 700+ transactions, we offer a full tech and personnel suite to allow you to focus on generating leads and converting them to closed business. Our successful closings also span a wide range of product types and have included multifamily, office, multi-tenant retail, single-tenant retail, construction, major rehabilitation, land, medical, storage, industrial, distribution, and hospitality assets. Lending relationships across the product spectrum have enabled us to be successful on such a diversity of assignments.

About Us Eyzenberg & Company is a national commercial real estate capital advisory firm specializing in full capital stack solutions: senior debt, mezzanine, preferred equity, JV equity, ground leases, C-PACE, and Co-GP. We operate nationally and are recognized for our sophisticated institutional execution, deep capital relationships, and proprietary programs including Insurance Company + Agency/HUD correspondences and our NAV Lending platform. Why Eyzenberg vs. Other Platforms • The Acronyms (Big Firms): Politics, approval layers, and competing coverage groups slow you down. At Eyzenberg, there’s no red tape, you control your pipeline and outcomes., • Small Brokers: Limited credibility, reach, and support. At Eyzenberg, you leverage institutional execution standards, analyst backing, and proprietary capital programs., • Eyzenberg: The best of both. Freedom to originate paired with the resources and reputation that help you close. Our platform combines the credibility of a top-tier advisory shop with the agility of a boutique. We provide originators with the resources and senior-level support to scale production without bureaucracy. To better understand our company culture and operations, review our recruitment video series: Role We are seeking experienced professionals with prior capital markets experience (on either the buy or sell side) to join our team. This role is about sourcing and owning mandates, not waiting for assignments. You will originate, structure, and close debt, equity, ground lease, and structured finance transactions ranging from $10M to $150M. While the position is remote-first, we maintain a collaborative culture with ongoing communication and team connectivity. Compensation Progressive commission structure only. No salary. No initial draw. Responsibilities • Originate exclusive capital-raising mandates across property types and geographies, • Build and manage client and referral relationships, • Evaluate transactions and pre-screen opportunities before engagement, • Coordinate with internal analysts and senior team members to manage the placement and closing process, • Market the firm’s proprietary Insurance Company + Agency/HUD correspondences and NAV Lending program You’re a Fit If: • You act with urgency, persistence, and accountability in driving deals forward, • You have direct relationships with real estate principals and referral sources, • You excel at prospecting, pitching, structuring, and closing new business, • You can pre-screen a transaction and client prior to engagement, • You value collaboration but thrive independently without constant oversight, • You’re articulate, credible, and capable of earning trust quickly, • You’re committed to personal and professional growth Not a Fit If: • You expect and need a base salary to get motivated, • You’ve never originated and closed business of your own, • You rely on being handed leads or assignments to stay active, • You need daily oversight or micromanagement to stay productive

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 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

Job DescriptionAbout Truv Truv is transforming the financial data industry with a secure, real-time API platform for payroll account access. Our technology streamlines income and employment verification, direct deposit switching, and more—eliminating outdated processes and unlocking greater financial opportunities. Backed by $30M from top investors like Kleiner Perkins and NYCA, we’re disrupting a $2B legacy market with cutting-edge innovation and a customer-first approach. Our leadership team brings expertise from industry giants like Apple, Carta, Venmo, MX, and Okta, driving the future of financial data access. About the Job We are seeking a Lead Product Manager to join Truv’s Product Team. In this role, you’ll build and optimize products that enable lenders to verify income and employment, streamline decisioning, and improve borrower experiences. You’ll work closely with engineering, design, compliance, and analytics teams to deliver solutions that directly impact conversion rates, risk mitigation, and loan processing efficiency. This is an execution-focused role where you’ll use your background in lending technology to design, test, and deliver impactful features that serve both lenders and their borrowers.What You’ll Do • Lead the definition and delivery of lending-focused features and integrations from concept to launch., • Partner with engineering and data teams to deliver secure and scalable workflows for income and employment verification., • Conduct user testing with lenders and end-users to validate workflows and improve usability., • Run and analyze A/B tests to drive adoption, efficiency, and conversion rates across lending use cases., • Collaborate with compliance and risk teams to ensure regulatory alignment in lending flows., • Gather requirements from multiple stakeholders and synthesize into actionable product plans., • Monitor product performance post-launch and iterate quickly using insights from lenders and borrower behavior.Who You Are, • 5+ years of product management experience in lending, mortgage, or financial technology., • Proven experience delivering products used by lenders, risk teams, underwriters, or financial institutions., • Strong understanding of income and employment verification, loan origination, and decisioning workflows., • Track record running user testing and A/B experimentation to inform product decisions., • Excellent execution skills—able to manage competing priorities and deliver in fast-paced environments., • Make data-driven product decisions, leveraging analytics and experimentation to measure impact and prioritize features., • Gather requirements from multiple stakeholders and synthesize into actionable product plans., • Strong collaboration skills across engineering, design, compliance, and business teams., • Analytical mindset with ability to interpret data and turn insights into product improvements., • Bachelor’s degree in Business, Computer Science, or related field (or equivalent experience)., • Experience at startups or high-growth environments preferred.Success Metrics, • Improved lender adoption and retention of Truv’s lending solutions., • Faster and more reliable verification success rates., • Increases in loan processing efficiency and borrower conversion rates., • Positive feedback from lenders on usability, reliability, and compliance., • On-time delivery of high-quality product launches.Benefits, • Competitive salary and equity package., • Fully remote work environment., • Health, dental, and vision benefits., • 401(k)., • Flexible time off and paid holidays., • Work alongside an experienced leadership team from top tech companies.

Job Description Head of Tax Location: Miami, FL Reports To: Chief Financial Officer Position Overview The Head of Tax will serve as the strategic leader of the company's tax function, overseeing all aspects of domestic tax planning, compliance, reporting, and risk management. This executive will ensure the company maintains a tax-efficient structure in alignment with its REIT status, partnership structures, and corporate operations. The role requires a hands-on and forward-thinking tax leader with deep technical expertise in U.S. corporate and partnership taxation. Key Responsibilities * Lead the tax function, managing all aspects of corporate, partnership, and REIT-related tax strategy, compliance, and risk management. * Oversee U.S. federal and state tax compliance, ensuring alignment with REIT qualification requirements and other regulatory standards. * Manage tax provision and reporting under U.S. GAAP, including effective tax rate forecasting, quarterly/annual provision reviews, and SEC disclosures. * Partner with business leaders to evaluate tax implications of investments, financing structures, and transactions across lending, infrastructure, and property segments. * Monitor changes in U.S. tax legislation and provide proactive guidance to executive leadership and the Board on potential business impacts. * Direct relationships with external tax advisors and auditors. * Build and develop a high-performing tax team, fostering technical excellence and professional growth. * Enhance processes and implement technology solutions to increase efficiency, accuracy, and transparency within the tax function. Qualifications * Bachelor's degree in Accounting, Finance, or related field; advanced degree (JD, LLM, or Master's in Taxation) preferred. * CPA and/or JD strongly preferred. * 15+ years of progressive tax experience, with significant leadership experience in a public company environment. * Deep expertise in U.S. corporate tax law, partnership taxation, and REIT regulations. * Strong track record of managing tax provision and compliance for complex domestic structures. * Proven ability to advise on M&A, financing, and partnership structuring. * Exceptional leadership, communication, and influencing skills with the ability to engage across executive, board, and external stakeholders. * Experience in financial services, real estate, or investment management industry highly desirable. Why Join Us This role offers the opportunity to shape the tax strategy of a market-leading REIT and directly contribute to the company's long-term success.

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.

Job Description Job description: Position: Loan Processor Location: Miami, FL Work Hours: 7:15 AM – 3:30 PM (M-F) Company: This opportunity is exclusively managed by VIP Executive Search on behalf of a confidential client. Position Overview: VIP Executive Search is seeking a Loan Processor to join a respected Credit Union in Miami. This role is responsible for supporting lending operations, assisting members with loan applications, and ensuring compliance with all regulatory and internal requirements. The ideal candidate thrives in a detail-oriented, service-focused environment and contributes to both operational efficiency and exceptional member experience. Key Responsibilities: • Greet and assist members and visitors professionally and courteously., • Maintain knowledge of and comply with internal policies and regulatory requirements, including BSA/AML, CIP, and OFAC., • Identify and report suspicious activity related to transactions., • Complete required training, including annual BSA/AML refreshers., • Establish and maintain professional relationships with members, resolving inquiries promptly and courteously., • Receive, review, process, and book consumer loan applications accurately., • Evaluate credit applications, verify employment and income, compute debt ratios, and determine collateral value., • Coordinate loan approvals, closings, disbursements, and wire transfers., • Explain loan denials professionally, and provide guidance or alternatives to members., • Process and service loans, including payoffs, refinances, problem loan workouts, address changes, payment extensions, and collateral releases., • File vehicle titles, verify insurance coverage, and manage associated documentation., • Offer relevant insurance products such as credit life, disability, VSA, and GAP coverage., • Process VISA applications and credit line adjustments., • Maintain communication and coordination with management and support personnel., • Assist in training and cross-training of loan support staff., • Ensure proper documentation, compliance, and secure record-keeping for all loan activity., • Cross-sell credit union products and services as appropriate., • Support the goals of the credit union through teamwork and by maintaining a clean and secure work environment., • Perform other duties as assigned. Qualifications / Skills: • Minimum 2 years of progressively responsible experience in consumer lending preferred., • Experience in a sales-oriented environment (2–3 years)., • High school diploma or GED required; additional education a plus., • Bilingual (English/Spanish) required, • Strong interpersonal, organizational, and problem-solving skills., • Proficient with MS Windows, MS Office (Word, Excel), and financial systems., • Ability to read, interpret, and communicate policies and procedures effectively., • Detail-oriented, adaptable, and able to manage multiple priorities. Equal Opportunity Statement: VIP Executive Search and our client are equal opportunity employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. Company DescriptionAt VIP Executive Search, we are dedicated to finding the best candidates for your company and becoming true partners in your success. We collaborate closely with you to enhance your internal teams, streamline recruitment processes, and train your staff on the latest best practices. Our mission is to deliver outstanding results quickly and efficiently, focusing on high-quality candidates. Whether you need to outsource recruitment for entry-level positions or senior executive roles, VIP Executive Search has you covered. Our team of seasoned recruiters has the expertise to find the perfect fit for your company, regardless of industry or job function. Why choose VIP Executive Search? Because your success is our priority.At VIP Executive Search, we are dedicated to finding the best candidates for your company and becoming true partners in your success. We collaborate closely with you to enhance your internal teams, streamline recruitment processes, and train your staff on the latest best practices. Our mission is to deliver outstanding results quickly and efficiently, focusing on high-quality candidates. Whether you need to outsource recruitment for entry-level positions or senior executive roles, VIP Executive Search has you covered. Our team of seasoned recruiters has the expertise to find the perfect fit for your company, regardless of industry or job function. Why choose VIP Executive Search? Because your success is our priority.

Job Description The Relationship Manager II (RMII) is responsible for managing and retaining a book of business of personal & commercial customers (usually $1MM and above). The RMII 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: RMII are seasoned professionals. RMIIs 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 RMIIs 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., • RMIIs remain current on market news and events by dedicating work and personal time reading and browsing financial news and media, • RMIIs 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 12 to 14 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. Functional Skills & Knowledge: Must be a team player, have the ability to work under pressure, have a professional image and be able to solve problems and conflicts. Must be able to prioritize work and effectively manage time and have the ability to manage change. Must possess high level of business communications skills such as advanced writing, listening and have basic office and mathematics skills, and well developed customer service skills. Possession of professional skills such as report writing, basic statistics, effective presentation skills, creative skills, ethics and conducting effective meetings and research assessments are required. Must possess delegation, decision making, motivational and coaching skills. Must be able to identify, assess and report risks arising from violations of rules, regulations or internal policies. Internet and MS Office Skills, including MS Word, MS Excel, MS PowerPoint, and MS SharePoint are required.

Job Description Portfolio Manager Coral Gables, FL FinTrust Connect has partnered with a well-capitalized regional banking institution to identify a skilled Portfolio Manager for a fully on-site role in Coral Gables, FL. This opportunity is ideal for a credit professional who thrives in a fast-paced, analytical environment and values collaboration with front-line Relationship Managers to maintain a strong commercial loan portfolio. Why this opportunity? • Culture: Collaborative and performance-oriented environment that values strong analytical skills, cross-functional teamwork, and responsible credit practices, • Workplace: On-site in Coral Gables, FL, • Function: Loan portfolio management, credit analysis, and support of loan origination and renewal processes Requirements: • 10+ years of experience in commercial credit or portfolio management, • Bachelor's degree required; preferably in Finance, Accounting, or Economics, • Proficiency in financial analysis, including global cash flow and credit risk evaluation, • Experience preparing credit packages and pricing models, • Familiarity with commercial lending structures, loan covenants, and underwriting standards Description: • Evaluate loan requests and perform risk assessments for commercial borrowers and prospects, • Partner with Relationship Managers to gather client data, analyze financials, and structure credit solutions, • Conduct financial spreads, narrative preparation, and loan pricing analyses, • Complete credit presentations and coordinate loan closings and renewals, • Perform ongoing portfolio monitoring, including annual reviews and covenant compliance, • Stay informed on industry trends and sector-specific risks, • Ensure timely and accurate collection of financial documentation and compliance with internal policies

Job Description Salaried Loan Officer This position requires a Bilingual candidate - Spanish and English. We are looking for a seasoned Loan Officer with a passion for delivering top-tier service and a strong sense of urgency to join our team. In this role, you will leverage your expertise to provide clients with personalized loan guidance and seamless support from application through closing. Ideal for a relationship-focused LO who thrives on building client trust but prefers not to be involved in sourcing new business, this position will allow you to excel in what you do best—creating a smooth, informed, and satisfying experience for every client. Your work will directly support our National Manager, enabling them to focus on business development and high-level strategy, while you manage the client journey with efficiency and precision. Compensation: $70,000 - $75,000 yearly Responsibilities: • Client Engagement: Conduct interviews with clients to understand their financial situation, needs, and loan preferences, • Presentation & Consultation: Prepare and deliver clear loan presentations that outline terms, conditions, and potential pricing scenarios, • Pricing: Accurately price loan products and explain rates, fees, and options to clients, • Pipeline Management: Act as the point of contact for clients throughout the loan process, coordinating with processing and underwriting teams to ensure timely progression, • Relationship Management: Build and maintain strong relationships with clients, aiming for high satisfaction and potential referrals, • Review all loan package documentation for discrepancies, omissions, and income calculation, then report any discrepancies to the loan originator, • Follow up and respond to customer and in-house inquiries on transactions as needed in order to provide superior customer serviceQualifications:, • Current NMLS State License or Federal NMLS Registration, • Several years of experience in real estate, mortgage origination, or lending required, • Advance comprehension of loan financing options such as Non-QM, Foreign nationals, Conventional, FHA, VA, and Home Equity Loans, • Computer proficiency required, including MS Office; some CRM, MLS, DU, and proprietary mortgage software preferred, • Ability to effectively work in a strong team-oriented environment and provide outstanding communication and customer service to clients, • 3-5 years of professional office environment experience as a loan officer assistant or mortgage assistant preferred, • Understanding of state and federal legislation, as well as underwriting rules and processesAbout Company Cornerstone First Mortgage is a full-service mortgage bank headquartered in San Diego, licensed in 49 states and Puerto Rico. All aspects of the loan process (processing, underwriting, and funding) are conducted in-house. We have grown exponentially over the past few years and are always looking for driven and motivated individuals to join our team.

Job Description Job Title VP, Commercial Portfolio Manager Banesco USA is seeking a VP, Commercial Portfolio Manager for our Portfolio Managers business unit. Primary Job Duties • Monitors existing lending relationships assigned to their portfolio and completes annual, semi-annual or quarterly reviews as required in a timely manner. Prepare monthly Watch List comments and quarterly Adversely Classified Reports where applicable., • Maintains oversight of all ongoing monitoring requirements and client deliverables as well as compliance with all terms of the loan agreement including (i) Financial Reporting and Covenant Tracking, (ii) Covenant Compliance, (iii) Collateral Monitoring and Borrowing Base Analysis, and (iv) all required third party reports, investigations and due diligence. Validates and analyzes reports such as Financial Statements, Borrowing Base Certificates, Collateral Field Examinations, Appraisals, Engineering Reports, etc., to verify compliance., • Actively works on tracking tickler requirements, post-closing items and revisiting policy exceptions to determine current status. Reviews and clears financial exceptions and documentation exceptions. Works with the Lenders and Lending Associate(s) to clear exceptions., • Evaluates pertinent information to determine risk rating and whether a prospect and/or existing credit is an acceptable risk., • Thorough ongoing portfolio management, detects early warning signs of deteriorating credit trends and recommend risk rating changes where applicable. Escalates issues to appropriate levels and develops action plan with the Credit Officer, Head of Corporate Banking, Special Assets and Chief Credit Officer., • Partners with the Loan Officers in structuring and underwriting new relationships as well as renewals, extensions, waivers and/or modifications of existing loans. Determines relationship monitoring needs while working with the Loan Officer and Underwriters during the underwriting process., • Prepares all required financial spreads and Executive Summary and uploads all packages for credit underwriting and approval., • Reviews and analyzes all third-party reports. Includes all pertinent information in Executive Summary., • Acts as a liaison between the customer and other departments of the bank to ensure the renewals and/or modifications are processed in an efficient and timely manner., • Works in conjunction with Loan Operations in maintaining all required insurance policies within appropriate coverage and are up-to-date by contacting borrower, insurance agent or respective insurance company., • Documents borrower’s file with quarterly call memorandums in connection with lines of credit and annual inspections of real estate loans., • Maintains a close follow-up on past due payments and maturities to avoid any past dues over 30 days., • Ensures financial information request letter and/or renewal letter is sent to the borrower in a timely manner., • Monitors industry trends and analyzes specific industry trend area to identify potential areas of risk in the loan portfolio., • Responsible for completing annual training program assigned., • Performs other functions and/or duties as assigned. Job Requirements • Education: Bachelor’s Degree required for consideration or the equivalent in experience., • Experience: Seven (7) + years of experience as a Credit Underwriter or Portfolio Manager., • Advanced knowledge of overall Bank policies as well as credit policy and compliance regulations., • Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages preferred., • Strong customer service skills, ensuring satisfaction of both internal and external customers., • Self-starter and independent worker., • Strong attention to detail and accuracy., • Problem solving and analytical skills in order to identify problems and present them to the appropriate parties., • Strong verbal and written communication skills, ability to communicate at all levels of the organization., • Ability to multi-task, with strong organization, time-management and prioritizing skills., • Ability to work in a team environment, in order to ensuring compliance with department procedures., • Advanced computer skills including but not limited to proficiency in Microsoft Office (Word, Excel, Power Point, Moody’s, nCino etc.). Adept at learning and using new technology., • Knowledge of related State and Federal banking compliance regulations and operational policies., • Ability to understand and comprehend instructions, procedures and policies ensuring compliance with the Bank’s policies and procedures. Benefits • Competitive base salary, plus variable compensation., • Paid time off., • Hybrid schedule., • 401k with employer match., • Tuition reimbursement., • Paid parental leave., • Free parking., • Medical, Dental, Vision, • Life Insurance, • Supplemental Insurances, • Short-Term & Long-Term Disability Benefits About Us Banesco USA is part of Banesco International, a worldwide group of financial institutions with presence in 14 countries. As a corporation in continuous evolution, we promote the ongoing professional and personal development of our employees, by embracing challenges and adapting to the changing environment of today’s world. We aim to develop integral human beings, committed to making a difference at the workplace and out in the world. Our actions are rooted in our Values: Reliability, Responsibility, Quality and Innovation. We believe that we all have the same ability to transform our daily tasks into significant contributions, and therefore, Leave Our Mark. At Banesco USA, one of our most valued assets is our enthusiastic team, which strives every day to create a world-class organization in an ever-changing world. Together, our team has made us a market leader and we invite you to join us. #LI-HYBRID

Job Description Title: Senior Manager, Credit Bureau Reporting (CBR) 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're seeking a seasoned Senior Manager of Credit Bureau Reporting (CBR) to lead strategy, operations, and continuous improvement of our credit bureau reporting function. This role ensures reporting is accurate, compliant, timely, and scalable, while overseeing the transition to a new reporting platform. The ideal candidate has deep expertise in Metro2 reporting, FCRA/CDIA regulations, and a hands-on operational approach. You'll drive cross-functional efforts to remediate issues, implement strong controls, and establish a sustainable, well-governed CBR program. Key Responsibilities • Lead all aspects of credit bureau reporting, ensuring data accuracy, timeliness, and regulatory compliance across reporting cycles., • Define and maintain end-to-end reporting processes, including logic, validation, quality control, and audit readiness. Promote continuous improvement through standardized workflows and documentation., • Oversee the intake, investigation, and resolution of disputes and reporting defects. Establish scalable processes, SLAs, and cross-functional escalation paths to ensure timely corrections., • Serve as business lead for CBR-related systems and platform transitions. Partner with technology teams to ensure tools and data pipelines support accurate and compliant reporting., • Implement controls to validate reporting integrity and flag anomalies. Build dashboards and tools to monitor success rates, disputes, and exceptions., • Maintain expertise in FCRA, Metro2, and CDIA standards. Ensure reporting practices align with laws and bureau guidelines and proactively address risks., • Serve as the subject matter expert, partnering with compliance, legal, operations, product, analytics, and engineering teams to drive alignment and operational excellence., • Provide hands-on leadership to ensure the program operates in a steady, auditable state. Represent the function in audits, leadership updates, and bureau interactions.Qualifications, • 7+ years of credit bureau reporting experience with strong Metro2 knowledge, • Expert-level knowledge of CBR regulatory requirements (FCRA, CDIA), • Experience remediating reporting issues and implementing durable solutions, • Proven success designing and managing operational reporting processes in regulated environments, • Strong data skills (Excel, SQL) and experience writing business requirements, • Ability to lead cross-functional projects and communicate effectivelyPreferred Qualifications, • Familiarity with DA360 or similar reporting platforms, • Experience in fintech, consumer lending, or financial services, • Background in change management, system implementations, or operational excellence

Job Description Location: This position can be located at any Seacoast Bank office within the state of Florida. Position Summary: The Consumer Product Manager is responsible for the strategic development, management, and performance of consumer banking products, including checking, savings, CDs, lending, money movement, and related services. This role drives product innovation, customer experience enhancements, and profitability through data-driven insights, market analysis, and cross-functional collaboration. Key Responsibilities: • Product Strategy & Development, • Define and execute product strategies aligned with customer needs and business goals., • Lead the development and launch of new consumer banking products and features., • Monitor industry trends and competitor offerings to identify opportunities and risks., • Portfolio Management, • Manage the lifecycle of consumer deposit products, ensuring competitiveness and compliance., • Optimize pricing, features, and positioning to drive growth and retention., • Analyze product performance metrics and recommend improvements., • Customer Experience & Innovation, • Partner with UX, digital, and operations teams to enhance customer journeys., • Champion customer feedback and insights to inform product decisions., • Drive digital transformation initiatives within the consumer product suite., • Product Quality Assurance, • Establish and maintain quality standards across all consumer banking products., • Collaborate with operations and technology teams to ensure defect-free products, • Implement continuous improvement processes based on testing outcomes, • Monitor post-launch performance to proactively identify and resolve quality issues., • Cross-Functional Leadership, • Collaborate with marketing, compliance, legal, finance, and technology teams., • Develop go-to-market plans and support product campaigns., • Ensure regulatory compliance and risk management across all product initiatives., • Financial Performance, • Own product P&L, including revenue, cost, and profitability targets., • Bachelor’s degree in Business, Finance, Marketing, or related field (MBA preferred). Required., • 3+ years of experience in product management, preferably in consumer banking or financial services. Required., • Strong understanding of retail banking products, customer behavior, and market dynamics., • Proven ability to lead cross-functional teams and manage complex projects., • Excellent analytical, communication, and strategic thinking skills., • Familiarity with product development methodologies., • Proficiency in data analysis tools (Tableau, SAS, etc.)., • Proficiency in Microsoft Office tool set (PowerPoint, Word, Excel). #LI-PF1

Job Description Title: Senior Manager, Payment Processing 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 of Payment Processing to lead and evolve our payments function for the personal loan line of business. This leader will be responsible for managing day-to-day operations, ensuring compliance with regulatory requirements, and driving process improvements through automation, vendor optimization, and AI-driven solutions. The ideal candidate will bring the rigor of mature company practices while embracing the agility and innovation of a fintech environment. They will be equally comfortable leading a high-performing team, collaborating with cross-functional partners, and rolling up their sleeves to solve operational challenges. Key Responsibilities • Lead the end-to-end payment processing function for personal loans, including ACH, card payments, wires, and other payment methods., • Oversee daily reconciliation, exception handling, and resolution of payment discrepancies., • Establish and enforce SLAs, KPIs, and quality standards to ensure operational excellence., • Manage relationships with key payment processors, banks, and third-party vendors., • Evaluate, implement, and optimize payment platforms, AI tools, and automation solutions to increase efficiency and reduce risk., • Partner with IT and Product to ensure seamless integration between core systems and payment platforms., • Ensure payment processing practices adhere to applicable laws, NACHA rules, card network regulations, and internal compliance requirements., • Develop and monitor internal controls to prevent fraud, errors, and unauthorized transactions., • Work closely with Risk, Compliance, and Finance teams to address regulatory inquiries and audits., • Lead, mentor, and develop a team of payment operations specialists and analysts., • Foster a culture of continuous improvement, accountability, and operational discipline., • Support career growth through training, cross-skilling, and professional development.Qualifications, • 7+ years of payment processing or payment operations experience, with at least 3 years in a leadership role., • Experience in personal loans or consumer lending (preferred), banking, or fintech., • Demonstrated success managing vendor relationships and negotiating service-level agreements., • Proven ability to implement automation/AI tools in an operational setting., • Strong knowledge of NACHA rules, card network operating regulations, and applicable consumer lending laws., • Excellent analytical, problem-solving, and decision-making skills., • Strong interpersonal and communication skills for cross-functional collaboration.Preferred Qualifications, • Experience in both a mature corporate environment and a high-growth fintech or startup., • Hands-on experience with common payment vendors/processors (e.g., Fiserv, FIS, Stripe, Plaid, Dwolla) and reconciliation platforms., • Track record of building or transforming a payments function from the ground up.

Job Description Title: Director, Marketing Operations & Analytics Reports to: Chief Marketing Officer 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 We are seeking a highly specialized and strategic Director of Marketing Operations & Analytics to be the chief architect of our marketing infrastructure, data integrity, and performance measurement. This role is critical to maximizing the efficiency of our online acquisition funnel and ensuring every marketing dollar is accurately attributed. This Director will lead all technical orchestration, own the marketing data model, and drive a cohesive partnership with Operations and Technology teams to create a measurable, seamless customer journey from initial inquiry through funded loan. Key Responsibilities • Design, implement, and maintain the formal multi-touch attribution model to accurately measure the contribution of every digital marketing touchpoint (Paid Search, Paid Social, SEO, Display) to key conversion events and funded loans., • Own the design and maintenance of all executive-level marketing and digital analytics dashboards, providing real-time visibility into metrics like Cost-Per-Funded-Loan (CPFL), conversion rates, and funnel health., • Ensure the seamless flow of digital acquisition data (e.g., ad platform costs, web session data) into the core reporting systems to facilitate accurate ROI and LTV calculations., • Translate complex attribution and channel performance data into clear, strategic recommendations for the CMO the rest of executive team to optimize spend allocation and refine digital strategies., • Serve as the primary owner and administrator of the core MarTech stack, including the Marketing Automation Platform (MAP), focusing on its integration with the core servicing and application systems., • Work with the Email team and provide analytical support for all automated user journeys and orchestration rules (via email, SMS, in-app) designed to move prospects through the personal loan application process post-click., • Partner with the Operations team to define data handoffs, lead prioritization rules, and communication triggers that ensure a frictionless, compliant experience for applicants as they move from marketing-qualified lead to funded loan., • Work proactively with Compliance and Data Integrity teams to ensure all system setup, data handling, and communication orchestrations adhere to strict financial services regulations., • Collaborate with Technology and Product teams to define and govern the marketing data model, including the creation of standardized marketing fields, calculated metrics, and custom objects necessary for accurate segmentation and reporting., • Collaborate with Technology and Product teams to define, document, and enforce official marketing funnel terminology and stage transitions, ensuring consistent tracking across all platforms and accurate forecasting., • Collaborate with Technology and Product teams to plan, prioritize, and execute new MarTech implementations and data integrations, ensuring the marketing team has the technical capabilities needed to scale.Qualifications, • 7+ years of dedicated experience in Marketing Operations or Marketing Analytics, with at least 3 years managing a complex, integrated MarTech stack., • Direct experience in the Financial Services, Lending, or FinTech industry is required, with deep understanding of the online application and funding funnel., • Expert-level proficiency in implementing and administering multi-touch attribution models in a DTC/e-commerce environment., • Advanced proficiency in Digital Analytics and Business Intelligence tools (e.g., Google Analytics 4, Tableau, Power BI, and/or Looker) and expertise in SQL or similar languages to query and manipulate large datasets., • Proven ability to architect and govern complex, automated user journeys within a major Marketing Automation Platform (e.g., Marketo, HubSpot, Pardot)., • Strong partnership skills, with experience collaborating with Operations and Engineering teams on systems integration and data governance within a regulated environment.Preferred Qualifications, • Experience with a modern data warehousing solution (e.g., Snowflake, Google BigQuery)., • Certification in a major MarTech platform., • Background in statistical modeling or segmentation analysis for marketing applications

Job DescriptionJOB TITLE: Operations Analyst, Middle Office EMPLOYER: A-CAP Management LLC DEPARTMENT: Asset Management REPORTS TO: Head of Operations LOCATION: Onsite in Miami, FL (Brickell) ABOUT THE COMPANY The A-CAP () group consists of five life insurance/reinsurance companies/captives, an asset manager and various other non-insurance companies. The asset manager primarily invests in structured securities including CLOs, CMBS, ABS and collateralized lending, direct real estate lending, private credit, and equity for both internal and external clients. A-CAP’s management team and operational professionals have diverse experience and proven success across the insurance, reinsurance, and investment sectors with an average of 20 years of experience. Assets under management are approximately $10 billion and growing at over $500 million, annually. A-CAP’s offices are in New York, Salt Lake City, and Miami. A-CAP Management “ACM” is the asset management arm of A-CAP. ACM formally launched in April 2014 as an SEC registered investment advisor. As of 12/31/21, ACM manages $4.9B of assets. ACM aims to provide a cost-effective way for small to mid-size insurance companies to rapidly gain exposure to less liquid and new asset classes that are generally outside the scope of traditional insurance company asset managers. Our overriding goal is to positively impact an insurance company’s financial position and support their long-term stability and growth through: • Maintaining credit quality and matching asset liability profiles, • Strengthening the insurance company balance sheet, • Maintaining or improving return on capital, • Supporting long term stability and growth with acute sensitivity to insurance regulatory, accounting, and capital issues WHAT YOU WILL DO: • Accurately capture and settle trades across asset classes in both Charles River and proprietary internal systems, • Perform daily cash and position reconciliations; investigate and resolve breaks with custodians and administrators, • Monitor investment data quality across trade, position, and accounting systems; escalate issues as needed, • Assist in interpreting credit agreements and term sheets to support operational setup and trade booking, • Collaborate with portfolio management, risk, and accounting teams to ensure timely issue resolution and data alignment, • Support new business initiatives, system enhancements, and workflow automation projectsWHAT YOU WILL NEED:, • Strong academic performance with 3+ years of experience in fixed income operations, • Understanding of trade lifecycle and basic reconciliation processes, • Strong Excel skills; ability to handle large datasets and generate repeatable reporting outputs, • High attention to detail and strong organizational skills, • Clear verbal and written communication skills; able to work cross-functionally, • Self-starter capable of managing tasks independently in a high-pressure environment A-CAP works hard to create a positive and supportive environment. That's why we offer great benefits to safeguard the health and well-being of our employees. Our comprehensive benefits package includes: • Competitive compensation programs, • Employer-sponsored medical, dental, and vision insurance, • Paid Life & AD&D Insurance (for employees and families), • Paid Disability Insurance (STD + LTD), • Paid Parental Leave, • Paid Vacation and Sick Leave, • Paid Holidays, • Voluntary Supplemental Insurance, • Safe Harbor 401(k) plan with employer match, • And other benefits and perks! POSITION TYPE AND EXPECTED HOURS OF WORK This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6:00 p.m., 40 hours weekly, or as otherwise arranged with the manager of the department. US work authorization is required. Who We Are: EEO Statement A-CAP is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, promotion or any other personnel action based on the basis of race, ethnicity, national origin, color, sex, gender, gender identity or expression, sexual orientation, religion, age, disability, veteran status, or any other basis covered by appropriate law. We comply with the laws and regulations set forth in the Know Your Rights poster. All employment is decided on the basis of qualifications, merit, and business need. To request an accommodation, contact and we will make every effort to respond to your request within 48 business hours to work towards a positive solution. Disclaimer: The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by JazzHR ObyTWo2X67

Job Description Primary Responsibilities Your role as a Credit Analyst will include, but not be limited to: • Evaluating credit data and financial statements to assess lending risk., • Preparing detailed credit reports and recommendations for loan approvals or declines., • Monitoring existing credit accounts to identify early signs of risk., • Collaborating with the underwriting and collections teams to maintain portfolio health., • Ensuring compliance with internal policies and regulatory standards., • Be coachable willing to learn and be able to do team work, • Do credit repair, • Help with applications

Job Description OVERVIEW: 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 Account Analyst interacts with Student Financial Services and Accounting Department's along with campus personnel to ensure functions are completed correctly in accordance with internal and external policies, requirements, and regulations. BUSINESS CONTRIBUTIONS: The key functions of the Student Account Analyst are to administer all aspects required to provide operational support to the Student Financial Operations department. Student Account Analysts manage ensure compliance to institutional, state, and federal regulations. This role is to ensure compliance with institutional, state, and federal regulations through: Title IV Compliance Related Functions: • Ensure all active student accounts are audited and reviewed for Title IV credit balances are cleared prior to the EOLP or 14 days based on authorization forms on file., • All funds posting occurs on the daily, weekly or monthly schedule and on time., • Ensure tuition adjustment requests from the campuses are processed per institutional policies and within the appropriate time frame., • Schedule Stipends for student living expenses and Title IV credit balances. Reconcile student stipends with ECSI for outstanding checks and proper disposition of funds., • All temporary active out statuses (schedule gaps, leave of absence and academic interrupt) are reviewed for funds eligibility and where not, that R2T4s are submitted to Global., • Review graduate and cancelled student accounts for credit balances and student refunds., • All tuition adjustments are reviewed and completed to meet internal policies and procedures and to remain in compliance with Federal Regulations., • Process refunds due to handling of credit balances and ineligibility of funds. Account Receivable Administrative Functions: • Negotiate settlements and record any corresponding adjustments, • Administer the flow of accounts to and from the collection agency. Monitor and update status and alter trigger codes for returning students, • Address account disputes and communicate to appropriate campuses, • Management of student groups to ensure accounts are in the appropriate placement status, • Manage the Bad Debt Write Off process including bankruptcies or deceased students, • Reconcile collections activity to appropriate reports, reconcile periodic turn over to agency, • Prepare monthly tuition reconciliation reports and disseminate tuition billing needs to campus Bursars and executive management Private Lending Programs Functions: • Ensuring cash flow detail reports are being managed and monitored properly, • Oversee the maintenance of pending disbursement reports internally and externally, • Analyze the submission of private loans based on campus batch reports and other resources, • Review pre-disbursement rosters and approve/deny exceptions, • Ensure private loan packages are being approved/denied within the appropriate time frames ESSENTIAL FUNCTIONS and RESPONSIBILITIES: • Work within the existing audit and compliance processes to avoid any audit findings, • Work closely with Global to ensure speedy and accurate turn around for R2T4s, • Ensure all funds are posted to student accounts accurately and timely with appropriate term codes and references, • Utilize various systems to maintain pipeline and workflow queues to prioritize flow, • Attend meetings, conferences, and trainings to ensure compliance with any institutional, state or federal regulatory updates, • Participate in departmental process and policy development initiatives., • Maintain accuracy of student records in all systems, • Provide assistance/training and be a resource to the department and campus heads during audits and internal reviews Job Specification Student Account Analyst Knowledge, Skills, and Experience: The Student Account Analyst role is primarily focused on directing and coordinating the financial activities of the Student Financial Operations department. Below is an inclusive but not exhaustive list of various knowledge, skills, and other characteristics that are necessary for effective performance as the Student Account Analyst: -Knowledge: • Title IV program, Financial Aid processes and regulations, • Loan servicing operations, • Account receivables, collections, • Basic/Intermediate level knowledge of finance and accounting principles, • Financial aid systems, • CampusNexus, • Global's Saint Director, • Schooldocs, • Effective communication skills both verbal and written to convey financial concepts, laws, and policies with campus level counterparts and provide resources and actionable guidance based on needs, • Goal setting, • Proficient in MS Office (Microsoft Word, Excel and Outlook), • Able to work independently as well as part of a team, • Attention to detail, • Organization, • Time Management -Experience: Although not exhaustive, work experience in the following areas is highly valued: • Financial Aid Services, • Billings/Collections, • Financial Services/Lending, • Quality Control Coordination, • Finance and Accounting Education, Experience, and Training: Bachelor's Degree in general business or finance. At least 3 - 5 years of finance, loan operations or business experience. PHYSICAL DEMANDS: The physical demands are those required in a typical professional office setting: communicating with coworkers and getting to and from appropriate on and off-campus appointments. Ability to travel to campuses with the potential of overnight stays. WORK ENVIRONMENT: Professional office setting: moderate noise levels and controlled indoor climate. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. LOCATION: This position is an onsite position located at the Office of the Executive Director in Miami Lakes, Florida unless otherwise determined by the Director of Student Financial Operations, Chief Financial Officer and/or designee. Any changes must be reviewed by the Director of Student Financial Operations, Executive Director or the Chief Financial Officer of designee.

Job Description Title: Commercial Counsel Reports to: Chief Legal Officer 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 a small, agile team, and we are looking for a highly motivated and skilled commercial attorney to join us as our second dedicated legal hire. This role will report to the Chief Legal Officer and play a pivotal role in driving our legal strategy and the company's growth. As Commercial Counsel, you will be an important legal advisor. You'll oversee BMG Money's commercial contracting function while advising on brand collaborations, channel expansion, and growth into new products and markets. You'll manage complex vendor and partnership agreements, enhance contract playbooks and lifecycle processes, and support cross-functional teams across marketing, production, supply chain, and technology. This is a hands-on role for a proactive, solution-oriented professional who is comfortable wearing many hats and "rolling up their sleeves" to tackle a wide variety of legal work. Key Responsibilities • Draft, review, and negotiate a high volume of commercial agreements, including partnership agreements, vendor contracts, master service agreements, and licensing agreements. You will also handle a range of operational documents and manage them within our contract management system., • Act as a trusted advisor to senior leadership, providing proactive legal support and translating complex legal concepts into practical guidance for non-legal stakeholders. Proactively identify and address legal risks associated with our company's growth., • Collaborate with cross-functional teams, including product, compliance, finance, and engineering, to align legal priorities with business objectives.Qualifications, • Juris Doctor (JD) degree from an accredited law school., • Active membership in good standing with a U.S. state bar., • 5-7+ years of legal experience, preferably in fintech, banking, payments, or another financial services field., • In-house experience, especially in growth companies, is a plus., • Proven ability to provide strategic legal advice across a wide range of matters., • Strong contract drafting, review, and negotiation skills, with experience in handling complex commercial agreements., • Exceptional communication and interpersonal skills, with the ability to work directly with executives and cross-functional teams., • A proactive, solution-oriented mindset and the ability to manage multiple priorities and bring order to a fast-moving, high-growth environment., • Hands-on experience with legal automation tools.

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description ABOUT PARK PLACE FINANCE! Park Place Finance is a fast-growing, nationwide private lender specializing in fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it. Our culture is built on a high-performance, entrepreneurial mindset where driven professionals thrive in a “work hard, play hard” environment. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. We move fast. We think big. And we invest in people as much as properties. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a high-impact DSCR Loan Officerto join our fast-paced, entrepreneurial lending team to report directly to our VP of Sales. In this role, you’ll drive revenue by originating hard money loans for residential real estate investors—specifically in fix-and-flip, ground-up construction, and DSCR segments. You’ll manage the full sales cycle from prospect to close while building meaningful, long-term client relationships. If you're looking for a place where your hustle is matched by opportunity and wins are celebrated, Park Place Finance is your next move. RESPONSIBITLIES Client Engagement • Build and nurture long-term relationships with real estate investors through consistent communication and personalized service by conducting 100+ outbound calls daily., • Act as a trusted advisor to serve as a consultative partner to real estate investors/clients by educating them on Park Place Finance’s suite of tailored lending solutions & loan products, to help them navigate Fix-and-Flip, Ground-Up Construction, and DSCR loan offerings., • Guide clients through the investment readiness process, including gathering financials, property details, and business plans., • Analyze borrower experience, deal strength, and risk profile to determine eligibility and alignment with underwriting criteria for a faster & smoother process., • Respond to internal teammates & external inbound inquiries promptly and convert qualified leads into viable loan options., • Monitor deal status and proactively manage follow-ups to avoid delays and maximize conversion., • Submit 1–2 qualified loan deals into processing each week with all required documentation., • Work closely with loan processors, underwriters, and operations to ensure a seamless transition from sales to fulfillment., • Clearly communicate deal specifics, timelines, and borrower expectations to all internal stakeholders., • Collaborate on process improvements that support speed, scalability, and service excellence. Requirements KNOWLEDGE, SKILLS, & ABILITIES (KSA) Required: • Bachelor’s degree and/or experience in real estate, lending, or financial services industry., • Minimum of 1 year of consultative/inside sales experience., • Proven track record of closing 5+ loans/month for residential investments., • Strong computer skills & tech savviness of CRM platforms within a fast-paced environment., • Excellent verbal and written communication skills, with the ability to actively listen, positively influence, articulate clearly, and build trust., • High level of perseverance, resilience, and a strong work ethic who has a work hard, play hard mentality., • History of consistently closing $2M+ in monthly loan volume in residential transitional lending (RTL)., • Working knowledge of Microsoft Excel (basic formulas, filters, data organization)., • Experience in a lead-generated, consultative sales environment within real estate finance or mortgage lending. Pay Competitive base salary + uncapped commissions Benefits WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your earning potential, sharpen your skills, and thrive in a high-performance, entrepreneurial environment—this is where you belong. • Best-in-Class Training, • Uncapped Earning Potential & Competitive Compensation Package, • 100% Company-Paid Health Insurance, • Retirement with a 4% Match, • In-Office Gym, • 15 Days of PTO, • Additional Perks & a culture that celebrates your hustle and ambition

Job Description ABOUT BCIBci provides financial services to individuals and corporation. We focus on being a global leader in innovations and personalized client experience and, with more than 10,500 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an Equal Opportunity Employer - All qualified applicants will receive consideration without regard to race, color, religion, gender, national origin, age, disability, veteran status, or any other factor determined to be unlawful under applicable law.JOB SUMMARY The Letters of Credit Specialist performs technical, administrative, and bookkeeping duties inherent in the processing of approved Letters of credit, collections, from receipt to entry in the system. Major responsibilities include lines of credit availability, checking terms and conditions, coordinating the processing with operations or commercial departments if needed. DUTIES OF THE POSITION The duties of the position include, but are not limited to, the following: * Letters of Credit functions (OFAC verifications, offerings, issuance, confirmation, advice, processing payments, amendments, discounts, acceptances, reimbursements, investigations, tracers, cancellations and fillings * Letters of Credit documentation– document checker * Documentary Collections- all functions * Customer relations– correspondence * Letter of credit and collections report revision daily * Verify letters of credit applications for accurate terms and rate, appropriate approvals, documents and disclosures, appropriate credit authorization and disbursal amounts * Enter verified application information tickets into the system * Prepare required offering tickets, and general ledger entries * Prepare and distribute Collateralized lending reports * Responsible for NetX 360- Collateralized lending report (daily) * Verify amendment requests, prepares offering tickets when is required and obtains credit authorization when necessary * Control past due drafts, expired letters of credit, and month end duties entries, statistics * Factoring and forfaiting transactions * Assist with inventory of legal documents in custody * Document scanning * Safeguard of LC documents * Prepare customer and agent relations– correspondence * Review daily reports (Icold) of past due loans acceptances, Internal DDA accounts * Assist with calculations and answers branch and customer inquiries * Assist with training as needed * Filing and other organization of information * Must have regular and predictable attendance and work the hours and/or shifts assigned, particularly during regular business hours, to communicate with colleagues, supervisors, and customers with whom interaction is required to accomplish and complete work assignments and meet company goals within established deadlines * Must maintain courteous, professional and effective internal and external working relationships * Must provide timely and appropriate responses to requests for information and/or customer complaints or concerns and provide appropriate follow-up to ensure issues are resolved * Ability to understand, speak (fluently), read and write English and Spanish * Ability to write routine reports and correspondence * Ability to multitask and work under pressure * Effectively speaking before groups of customers or employees * Assume evolving duties and responsibilities of position * Work all hours required to fulfill job duties and responsibilities including weekends, evenings and holidays as needed) * Travel as required * Provide coverage for other positions as requested * Ability to carry and lift boxes and/or other objects that may weigh between 10 and 25 pounds. * Perform additional duties and responsibilities as assigned by management PRE-HIRE REQUIREMENTS FOR THIS POSITION: COMPUTER: Ability to operate IBM compatible personal computers; fluency with Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Google, working knowledge of SWIFT. Datapro E-IBS is preferred but not required. EDUCATION: Bachelor’s degree or equivalent from four-year College and EXPERIENCE: 5 – 7 years’ work experience with Letters of Credit

Job DescriptionJOB TITLE: Director of Operations, Middle Office EMPLOYER: A-CAP Management LLC DEPARTMENT: Asset Management REPORTS TO: Director of Investment Reporting LOCATION: Onsite in Miami, FL (Brickell) ABOUT THE COMPANY The A-CAP () group consists of five life insurance/reinsurance companies/captives, an asset manager and various other non-insurance companies. The asset manager primarily invests in structured securities including CLOs, CMBS, ABS and collateralized lending, direct real estate lending, private credit, and equity for both internal and external clients. A-CAP’s management team and operational professionals have diverse experience and proven success across the insurance, reinsurance, and investment sectors with an average of 20 years of experience. Assets under management are approximately $10 billion and growing at over $500 million, annually. A-CAP’s offices are in New York, Salt Lake City, and Miami. A-CAP Management “ACM” is the asset management arm of A-CAP. ACM formally launched in April 2014 as an SEC registered investment advisor. As of 12/31/21, ACM manages $4.9B of assets. ACM aims to provide a cost-effective way for small to mid-size insurance companies to rapidly gain exposure to less liquid and new asset classes that are generally outside the scope of traditional insurance company asset managers. Our overriding goal is to positively impact an insurance company’s financial position and support their long-term stability and growth through: • Maintaining credit quality and matching asset liability profiles, • Strengthening the insurance company balance sheet, • Maintaining or improving return on capital, • Supporting long term stability and growth with acute sensitivity to insurance regulatory, accounting, and capital issues WHAT YOU WILL DO: • Oversee end-to-end trade booking validation and ensure accurate and complete data capture across systems, • Lead and manage position and cash reconciliation processes, • Develop and maintain data integrity controls and exception management frameworks, • Manage trade catch-up workflows for historical booking accuracy, • Work with the front office, risk, accounting, and fintech teams to maintain consistent and accurate investment data across systems, • Identify and drive operational efficiency initiatives and lead system enhancementsWHAT YOU WILL NEED:, • Strong academic performance with 5+ years of experience in fixed income operations., • Deep understanding of trade lifecycle, portfolio accounting, and multi-system data reconciliation, • Proven experience interpreting credit agreements, bespoke deal terms, and translating into operational workflows, • Advanced Excel skills; experience working with large data sets and producing analytical reports, • Excellent interpersonal and communication skills; confident working across departments and with senior stakeholders, • Strong leadership and problem-solving skills; ability to drive initiatives independently A-CAP works hard to create a positive and supportive environment. That's why we offer great benefits to safeguard the health and well-being of our employees. Our comprehensive benefits package includes: • Competitive compensation programs, • Employer-sponsored medical, dental, and vision insurance, • Paid Life & AD&D Insurance (for employees and families), • Paid Disability Insurance (STD + LTD), • Paid Parental Leave, • Paid Vacation and Sick Leave, • Paid Holidays, • Voluntary Supplemental Insurance, • Safe Harbor 401(k) plan with employer match, • And other benefits and perks! POSITION TYPE AND EXPECTED HOURS OF WORK This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 6:00 p.m., 40 hours weekly, or as otherwise arranged with the manager of the department. US work authorization is required. Who We Are: EEO Statement A-CAP is an Equal Opportunity Employer and does not discriminate in recruiting, hiring, promotion or any other personnel action based on the basis of race, ethnicity, national origin, color, sex, gender, gender identity or expression, sexual orientation, religion, age, disability, veteran status, or any other basis covered by appropriate law. We comply with the laws and regulations set forth in the Know Your Rights poster. All employment is decided on the basis of qualifications, merit, and business need. To request an accommodation, contact and we will make every effort to respond to your request within 48 business hours to work towards a positive solution. Disclaimer: The above is intended to describe the general content of and requirements for the performance of this job. It should not be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Powered by JazzHR q8H6k8Vd3W

Job Description Title: Treasury Manager Reports to: Director, Treasury 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 The Treasury Manager is a critical, highly-visible role responsible for the day-to-day administration of the company's bank accounts, serving as the key bank and payment provider liaison to support our loan servicing operations. This individual will drive the successful implementation of new banking products and payment solutions for the Servicing team while providing ongoing operational expertise and support for their strategic projects. Key Responsibilities • Execute and oversee the end-to-end process for bank account administration across all legal entities, including opening, closing, and updating accounts and services., • Maintain meticulous and up-to-date records of all account mandates, authorized signatories, and banking documentation (KYC/AML) to ensure compliance and audit readiness., • Manage daily cash positioning and short-term liquidity related to loan collections, disbursements, and funding activities., • Analyze bank fee structures and negotiate service agreements to ensure the company receives optimal value from its banking partners., • Act as the primary liaison between the company (specifically the Servicing and Technology teams) and external banks/payment processors., • Lead the due diligence, negotiation, and implementation of new payment products and banking services to enhance the Servicing team's operational capabilities., • Translate Servicing and business requirements into technical specifications for banking and payment system integrations, coordinating closely with internal IT and external vendor teams., • Serve as the Treasury Subject Matter Expert (SME) on cross-functional Servicing team projects, providing operational support, guidance on payment flows, and regulatory adherence for new loan products or system implementations., • Proactively identify and resolve complex, high-impact payment and banking-related issues that affect the Servicing team's ongoing operations., • Develop and maintain clear documentation for all treasury processes and payment workflows utilized by the Servicing department., • Provide support within the Treasury team as needed relating to liquidity forecasting, cash management, and collateral management.Qualifications, • Bachelor's degree in Finance, Accounting, Economics, or a closely related field, or equivalent combination of education and experience., • Minimum of five (5) years of progressive experience in corporate treasury, bank operations, or a relevant financial services/lending environment., • Direct experience in bank account administration, bank relationship management, and managing payment solutions (ACH, Wires) in a high-volume transactional setting. Experience within a loan/mortgage/consumer servicing environment is highly desirable., • Proficiency with Treasury Management Systems (TMS) and strong advanced Excel skills., • Certified Treasury Professional (CTP) is a plus., • Exceptional negotiation, verbal, and written communication skills with the ability to effectively bridge operational and technical discussions between internal stakeholders and external banking partners.

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.