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Premium Merchant Funding is a leading finance company specializing in small business lending for high-risk businesses.

Job DescriptionSalary: Investment Professional Specialty Finance The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.9B of assets under management, and pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has permanent capital and utilizes a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 150+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position Prospect Capital is seeking a professional to join its Specialty Finance Group. This individual will focus on a broad mandate of debt and equity investment opportunities in the specialty finance sector including: • Consumer Finance - consumer lending, secured / unsecured installment loans, and auto loans, • Commercial Finance - small business lending, merchant cash advance, factoring, and asset-based lending, • Leasing In this role, you will: • Gain exposure to a wide variety of specialty finance asset classes/alternative investments and contribute to the ongoing management of these investments., • Participate in and grow into leading all aspects of the investment process, including idea generation, origination, evaluation, underwriting, negotiating, closing, and exiting, • Conduct fundamental analysis of private credit and private equity investment opportunities across a wide range of industries and situations, • Monitor and manage portfolio investments, • Experience in the consumer finance space, in particular with consumer lenders (e.g. installment lenders, buy now pay later BNPL, and subprime / high APR lenders), • Experience with small business lenders (e.g. merchant cash advance MCAs), • Demonstrated track record of excellence in academic, professional, and personal endeavors, • Relevant prior experience in private equity, investment banking, credit, management consulting, or other highly analytical and demanding roles, • Ownership mentality and strong organizational skills, as incoming investment professionals are responsible for managing and coordinating nearly all aspects of the investment process, • Strong verbal and written skills investment professionals are expected to interact every day with financial sponsors, company management teams and senior management The anticipated annual base salary range for this position is $100,000 - $300,000 plus annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance.

Job DescriptionDescriptionAbout the Company: A small midtown NYC broker-dealer, registered with the SEC and a member of FINRA and SIPC, clears transactions and custodies client assets through Pershing LLC, a Bank of New York Mellon Corporation, the world’s leading provider of clearing solutions. Through our experienced financial service professionals, coupled with our relationship with Pershing, we are able to bring a broad range of solutions to our clients including: Prime Brokerage Services, Chaperoning Services - 15a-6, Asset Management Support, Clear-through Services, Institutional Sales, Institutional Equity Trading for Major Institutions, Institutional Municipal Bond Trading, Trade Execution Services, Structured Products, Business Consulting, Managed Account Solutions, Wealth Management Solutions, Retirement Planning Solutions, Alternative Investment Solutions, Introducer Services, Capital Markets, Investment Banking, Lending Solutions and Pre-IPO Transactions. About the Role: The Operations & Trading Associate will perform a hybrid role on a midtown NYC broker-dealer trading desk, combining active trading responsibilities with essential operational support. This includes executing and servicing trades for domestic and international accounts—Equities, Options, FX, and Mutual Funds—using Bloomberg EMSX, as well as managing operational tasks such as margin calls, trade confirmations, Buy-ins/DKs, and regulatory reporting including Best Execution reports. Key Responsibilities • Execute and service trades for the firm’s domestic and international accounts, including Equities, Options, FX, and Mutual Funds, using Bloomberg EMSX., • Manage pre- and post-market operational tasks, including margin calls, Buy-ins, DKs, and trade confirmations., • Prepare and distribute Best Execution reports on a weekly and monthly basis., • Ensure timely and accurate communication with clients regarding trade activity and operational matters., • Collaborate with trading and operations teams to maintain smooth workflow and compliance with regulatory requirements., • Support the trading desk with ad hoc operational or administrative tasks as needed. Skills, Knowledge and Expertise • Required licenses: Series 7, Series 63, and Series 57., • 2+ years of experience in trading, operations, or a financial services environment., • Familiarity with trading platforms, preferably Bloomberg EMSX, and execution of Equities, Options, FX, and Mutual Funds., • Understanding of operational processes including margin calls, trade confirmations, Buy-ins, DKs, and Best Execution reporting., • Strong attention to detail, organization, and ability to manage multiple priorities in a fast-paced trading environment., • Basic understanding of regulatory and compliance requirements in broker-dealer operations., • Proactive and quick learner, able to adapt to evolving processes and responsibilities., • Ability to collaborate effectively with traders, operations staff, and clients. Core Competencies:Collaborates - Building partnerships and working collaboratively with others to meet shared objectivesAction Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasmNimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failures as learning fodderSituational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion., • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associate's degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • 3+ years of experience in a professional sales environment in financial services normally required.

Job Description Mission Empowering businesses in all communities by providing access to responsible capital and resources. Vision To create a more inclusive economy by ensuring every business owner has a path to success. Core Values Strengthen communities through collaboration. Leading with transparency and authenticity Celebrating diversity and embracing our differences Engaging on a personal level Who We Are Pursuit is a community-focused lender that provides small businesses with affordable loans and resources so that they can reach higher, transform, and grow. That transformation may start with an individual borrower, but ultimately extends into the broader community, taking shape as new employment opportunities, economic development, and positive change. What We Do For more than 65 years, we have been 100% invested in the success of our clients. Pursuit offers a suite of innovative financing products designed to expand access to capital for small businesses. Our range of loans and lines of credit range from $10,000 to $5.5 million for businesses ready to make their next big investment. We have designed our application processes and loan terms with more flexibility than traditional banks. Our signature loan programs include commercial real estate financing, general business funding, and fast business funding through a digital platform. We leverage deep, long-term relationships with banks and community partners to serve clients in New York, New Jersey, and Pennsylvania. About the Job The Business Advisory Associate is responsible for building strong relationships with clients and understanding our value proposition, mission, and suite of services. The ideal candidate should be assertive, highly motivated, organized, analytical, confident, with a background in program management. As a vital member of our team, you will play a pivotal role in guiding our clients towards achieving their business objectives by matching businesses with appropriate business advisory services. What You’ll Do · Maintain expert familiarity with Pursuit business advisory services and lending products · Identify prospective customers from an existing pipeline and proactively reach out to and maintain close contact with a roster of small business clients, understanding their business needs and ensuring they are connecting with a variety of valuable resources. · Develop new ways to engage clients in consulting services and business advisory offerings. · Nurture and advise clients to help resolve access to capital barriers, with a focus on loan readiness, loan packaging, and addressing challenges to accessing capital. · Match businesses with appropriate business advisory services to support their growth, monitor engagements for quality, and ensure alignment with Pursuit’s goals and funder requirements. · Record your work and the client’s progress on our customer relationship management (CRM) software and on other IT systems related to tracking and reporting our work · Assist with data entry, tracking, and analysis. · Assist in event organization and strategy for outreach. · Work with other staff to develop content that provides value to small business owners, especially Pursuit borrowers. · Potentially manage a portfolio of projects and programs for advisory services. · Additional position-related duties and responsibilities as assigned by supervisor What You’ll Bring • Bachelor’s Degree required., • Minimum of 2-3 years working with small businesses or related fields., • Strong organizational and time management skills., • Clear communication & interpersonal skills., • Ability to speak other languages is a plus. · Applicants must be authorized to work in the U.S. We do not provide sponsorships for those who require a sponsorship in order to work in the U.S. Additional Information We will consider and provide training for veterans interested in an administrative career provided that the applicant has completed at least two years of college with an accredited institution. What We Offer A collaborative environment of mission-focused professionals dedicated to helping communities and economies grow through business lending. We seek individuals who want to blend a career in financial services with a career serving others. Pursuit extends its employees’ competitive salaries and a range of benefits including, including but not limited to: · Health Insurance, generous employer premium contribution · Fully paid Dental, Vision, and Life Insurance · Generous 401(k) match · Flexible spending account · Holiday and Paid Time Off · Paid Parental Leave · Volunteer Time Off · Referral Program · Educational assistance after two years of employment · Mentorship Program · Summer work hours How to Apply/Contact Please submit a cover letter and resume and/or completed Employment Application. How We Help We believe that when local businesses thrive, they provide good, stable jobs, recycling the money they spend back into the community to help it grow. Our loans are offered with affordable rates to ensure that our clients can continue growing and positively impacting their neighborhoods. While compelling founders’ stories are what drive us every day, we are proud to work with small businesses at scale: $4+ billion lent, $1.2 billion in the last 5 years $2 billion portfolio of small business loans 70,000+ jobs created. 10,000+ loans to small businesses 10,000+ hours of advisory and educational services Based on our compensation benchmarking survey, the estimated salary range for this position is $50,000 – $65,000 and is commensurate with education and experience. We are an Equal Opportunity Employer and comply with all applicable federal, state and local laws regarding nondiscrimination. We provide equal opportunities to all employees and applicants for employment without regard to race, creed, color, religion, sex, gender identity or expression, sexual orientation, marital status, national origin, citizenship status, age, veteran status, disability, genetic information, pregnancy, childbirth or related medical conditions or any other status protected under applicable federal, state or local law.

Job Description Cogency Global Inc. THE RIGHT RESPONSE AT THE RIGHT TIME, EVERY TIME Position Title: Corporate Client Service Specialist Location: New York Employment Type: Fulltime – Non-Exempt Hours: 10:00 am to 6:00 pm Salary: $45,000-$55,000 Are you looking for a company committed to integrity, fairness, and fun? Are you in search of a corporate culture that fosters career development and values work-life balance? Would you like to be a part of a fantastic, growing team? If you answered yes to these questions, then we have a position you should apply for! Cogency Global is expanding and we want you! Cogency Global is a leader in corporate compliance is seeking a Client Service Specialist to work with our clients at Corporations, Law Firms, Lending Institutions or Small Businesses to provide legal and compliance services. Primary objectives include managing a dynamic workflow in an efficient manner, providing sustained operational excellence, meeting company goals and providing exceptional customer service. The Client Service Specialist Roles and Responsibilities: · Provide our clients an immediate and effective response as a team to facilitate clients daily requests. · Support the department daily workflow through Microsoft Teams and provide collaboration with other departments and follow up until completion of tasks. – It is all about teamwork, and communication! · Able to adapt, learn and teach Cogency Global Proprietary applications. · Working with public offices and outside vendors on the client's behalf to coordinate services needed for financial and legal transactions. · Review and support legal transactions – loan transactions and merger acquisitions. · Develop, retain and growth of client relationships in different industries such as law firms, banks, and Fortune 500 companies. · Research and creation of jurisdictional resources for Cogency Global as needed. The skills, experience and qualifications required: · Excellent customer service skills. · Proficiency with Microsoft Office Suite, preferably Excel, Word, Outlook and Teams. · Organizational skills and be detail-oriented, with great written and verbal communication skills. · Be a team player, creative and quick learner. · Must be able to prioritize and multi-task effectively, work to high standards of quality and meet deadlines. Together, we live our Core Values Integrity: Doing the Right thing even when no one will know and walking the talk Fairness: We have an open-door policy with access to all including the CEO at any time in a friendly & collaborative environment. Fun: We believe in a fun work environment & have many team events that support the ‘fun’ culture What We Offer · Educational assistance program for all of our eligible staff members · An Organization that gives back to Society – We offer Paid community service days to all our eligible staff members and NYC Headquarters participates in number of charity drives throughout the year · A commitment to diversity & inclusion · 401k up to 5% price match, Access to FSA, Pre-Tax Transit benefit. · 80% covered Medical Insurance & 80% covered Dental & Vision insurance Company DescriptionCogency Global Inc. is a professional registered agent company that provides nationwide and international corporate, secured transactions, real property, court, agency and library services for all industries, including the nonprofit sector. Established in 1980, Cogency Global is qualified to act as registered agent in all 50 states and the District of Columbia and provides statutory representation and process agent services for tens of thousands of companies across the country. The company also offers registered agent, corporate and secured transaction services in many other countries throughout the world. With full-service offices in key cities from coast to coast in the U.S. and offices in Hong Kong and the United Kingdom, Cogency Global has become a global resource for its customers.Cogency Global Inc. is a professional registered agent company that provides nationwide and international corporate, secured transactions, real property, court, agency and library services for all industries, including the nonprofit sector. Established in 1980, Cogency Global is qualified to act as registered agent in all 50 states and the District of Columbia and provides statutory representation and process agent services for tens of thousands of companies across the country. The company also offers registered agent, corporate and secured transaction services in many other countries throughout the world. With full-service offices in key cities from coast to coast in the U.S. and offices in Hong Kong and the United Kingdom, Cogency Global has become a global resource for its customers.

Job DescriptionSalary: The Firm Founded in 1988, Prospect Capital is an alternative asset management firm with $11.5B+ of assets under management, including permanent capital. Prospect pursues multiple strategies in the US, including direct lending, private equity, real estate private equity and structured credit. Prospect has a long-term, value-oriented approach that employs fundamental bottoms-up research to identify investments that offer attractive risk and reward. With offices in New York City, Connecticut, and Florida, the firm is comprised of 100+ experienced professionals who value entrepreneurship, intellectual rigor, hard work and continuous improvement. The Position We are seeking a highly motivated Human Resources Associate to join the team at Prospect. You will play a key role in supporting a variety of responsibilities across the HR function including new hire onboarding, benefits administration, employee relations, etc. As a member of the HR team, you will be working closely with the executive team, managers, and employees to ensure effective delivery of our HR services and contribute to the growth and success of the organization. This highly visible position requires the ability to thrive in a fast-paced, collaborative environment. The candidate should be able to fulfill the requirement of being in our NYC office five days a week. Job Responsibilities • Manage the onboarding process: coordinate background checks and pre-employment screenings, facilitate new hire paperwork, collaborate with internal IT to ensure equipment and various accounts are setup, schedule first day arrangements, administer and review onboarding surveys, website/headshot/bio coordination, office tours, training/LSTA tests/CTA exam coordination, etc., • Manage the offboarding process: IT equipment returns, terminating system access, administer and review offboarding surveys, etc., • Manage the Anti-Harassment Training program, ensuring employee completion and compliance to meet legal requirements., • Benefit administration support; liaising with providers and employees. Benefits include healthcare, COBRA, FMLA/PFL, Life insurance, Disability, 401K and commuter benefit programs., • Assist with the coordination and administration of the annual benefits open enrollment process and participate in benefits renewal planning., • Support the management of the HRIS (ADP Workforce Now and BambooHR) systems, ensuring data accuracy, system functionality and data security., • Accurately maintain HRIS (ADP Workforce Now and BambooHR) including the library of employee documents, updating personnel records, training/education tracking, and PTO tracking/management, • Stay updated on industry trends and best practices in HR to continuously improve HR processes and update company policies as needed., • Coordinate and track in-house HR initiatives including annual employee engagement survey, company-wide mentorship program, and employee compliance training., • Maintain and update organizational charts quarterly; manage employment verifications and respond to audit and data requests; oversee office logistics including attendance reporting, seating assignments, floor plans, reservation systems, and nameplate coordination., • Assist with other tasks such as managing the team page of the website, facilitating year-end review meetings, maintaining Labor Law posters, etc., • Respond to and assist employees with any HR related queries as supported by HR Team., • Perform other HR or administrative assignments as needed. Desired Skills and Experience • Bachelors Degree and a minimum of 3-5 years of professional experience in HR or business administration, preferably at a financial services firm., • Prior experience in HR or related roles, demonstrating knowledge of HR practices, policies and procedures., • Familiarity with BambooHR and ADP Workforce Now preferred., • Excellent communication skills, both written and verbal, with the ability to effectively communicate with employees at all levels of the organization., • Ability to maintain strict confidentiality and handle sensitive information with professionalism and discretion., • Meticulous attention to detail and organizational skills, with the ability to manage multiple priorities and meet deadlines., • Experience working in a small, collaborative team, • Proactive, self-disciplined work ethic, and demonstrated adaptability in the workplace., • Ability to problem solve and project manage while working independently with a sense of urgency., • Intermediate to advanced level of proficiency in all MS Office applications., • Strong team player with a friendly and positive attitude. The anticipated annual base salary range for this position is $80,000 - $115,000 plus an annual discretionary performance-based bonus. Actual pay may be adjusted based on experience and performance. In addition to the base salary, the hired professional is eligible for comprehensive benefits, including 100% employer-paid premiums for medical, dental, vision insurance, life insurance, and AD&D. You'll also have access to pretax benefit accounts, including FSA, HSA, and Commuter accounts. Our perks go beyond the basics with a mentorship program, daily in-office paid breakfast and lunch, company-sponsored ski and sailing trips, and regular happy hours. Details of participation in these benefit plans will be provided if an employee receives an offer of employment

Job DescriptionManhattan-Yorkville (81st & 1st Ave) Salary Range: $65,000 - $85,000 The Assistant Branch Manager (ABM) provides supportive leadership to the Branch Manager by playing an integral role in the achievement of sales, service, and operational performance goals for the branch. The incumbent ensures that business development goals are being met, and all policies, procedures, and controls have been implemented to protect the Bank against monetary loss. The incumbent supports sales initiatives aimed at leveraging products/services to increase deposits, accounts, and customers of the branch. In the absence of the Branch Manager, the ABM is expected to be fully capable of managing the branch, including the Teller-Unit, platform, and other ancillary operations. The successful candidate must have the ability to adapt accordingly to meet the challenges in a dynamic industry. ESSENTIAL DUTIES & RESPONSIBILITIES • Support the Branch Manager by overseeing the efficient operation of the branch, ensuring operational functions are being properly performed by staff in accordance with established policies, procedures, and controls of Bank., • Handle all operational issues and branch-related matters in effective manner, making sound business decisions., • Provide ongoing coaching to staff regarding sales techniques and product knowledge, motivating them to embrace sales culture and consistently offer suitable Bank products and services; stay abreast of new products, services, and promotions., • Supervise staff on service expectations, policies, procedures, products, systems, and banking transactions; conduct performance appraisals and counsel employees accordingly., • Identify and mitigate operational risk to ensure ongoing adherence with compliance procedures; implement action plans to improve operational controls and mitigate controllable losses while optimizing the customer experience., • Oversee compliance functions including reconcilements, audits, reporting, controls, records management, approvals, and opening/closing procedures, ensuring all security procedures are strictly followed., • Cross-train on all branch positions to perform all operational duties as needed, during peak periods or to maintain teller function coverage., • Ensure the branch receives an audit grade of “Satisfactory” or better., • Act as a primary troubleshooter for problems and complex client service needs incurred at teller line, monitor quality and efficiency of customer service delivery at branch., • Serve as the liaison between the branch and various departments to ensure that full transparency exists regarding internal policies and procedures., • Demonstrate comprehensive knowledge of all Bank products, services, procedures, policies, and appropriate regulatory issues related to daily job functions including Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit transactions, personal loan accounts, mortgage and equity loan originations, cash management, and electronic services., • Meet assigned sales goals by following the Bank’s business development model and utilizing the resources provided., • Assist Branch Manager with implementation of sales programs, utilizing sales coaching techniques to ensure established branch goals are attained., • Execute on sales opportunities with new and existing customers to increase deposit growth; make referrals for non-deposit products and promote new business as well as cross sells additional products/services., • Assist in staffing decisions as appropriate, including hiring, scheduling, disciplinary actions, and evaluating performance., • Prepare daily, weekly, and monthly reports (i.e., potential losses, cash items, sales, etc.); reconcile branch general ledger accounts., • Conduct staff meetings to discuss bank/branch objectives; establish priorities to ensure compliance with established policy and procedures., • Make sound decisions regarding the approval of customer and or bank transactions within authority limits, weighing customer satisfaction issues versus Bank exposure to loss or fraud., • Notarize legal documents for bank customers., • Perform other duties as requested. SKILLS, EDUCATION, & EXPERIENCE • High School Diploma or GED required; Bachelor’s degree preferred., • At least 6 years of experience in customer service/supervisory role within a banking/retail environment., • Minimum 3 years of operations experience, preferably in banking., • Excellent customer service/sales skills., • Excellent working knowledge of branch operations and banking regulations, • Effective problem-solving skills and demonstrated ability to maintain composure when interacting with customers and staff., • Strong leadership and interpersonal skills., • Excellent communication skills (verbal + written)., • Proficiency in Microsoft Office suite of products (Word, Excel, PowerPoint) and must have experience using banking software experience., • Demonstrated comfort level with technology, mobile services and online banking services is a plus., • Proven ability to stay current and comply with industry regulations., • Ability to work a flexible schedule including weekends., • Qualify to be licensed as a Notary Public for New York State., • Mandatory training may require occasional travel. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job Description Residential Lending Paralegal Responsibilities: • Prepare and draft closing documents for multiple lenders, ensuring compliance with all requirements., • Organize and review closing packages, confirm vesting details, and prepare CEMA documentation., • Draft Co-op documents with precision and attention to lender specifications., • Verify that all “at closing” conditions are communicated and sent to the closing table., • Coordinate with mobile notaries, providing clear instructions based on lender guidelines., • Post-closing: review files for accuracy, ensuring all documents are properly executed., • Maintain and update a tracker of all files sent to closing, confirming their timely return., • Meet strict deadlines for document preparation and delivery to keep transactions on schedule.

Job DescriptionBenefits: • Company parties, • Competitive salary, • Employee discounts, • Opportunity for advancement, • Paid time off Responsibilities • Welcome and assist patients with a warm and professional demeanor, • Manage appointment scheduling efficiently and maintain the office calendar, • Verify insurance eligibility for private dental plans, • Use Open Dental Software to maximize the doctor's schedule. Qualifications • Previous experience in a dental or medical office setting is advantageous but not mandatory, • Hospitality and communication skills mandatory, • Organizational skills, multi-tasking and learning on the job mandatory, • Warm and welcoming presentation, tone and etiquette a must ***Please note, In addition to paid sick days and paid time off, Cascada Dental also provides paid holidays when the office is closed for anyone working on those days.

Job Description Contract Equity Trading Support Engineer MUST be local to New York City. Hybrid Schedule. Responsibilities: • Provide support for various trading applications, research platforms and Securities Lending applications, including Flextrade, Ullink, Global One and BlueMatrix., • Troubleshoot and maintain Electronic trading networks connectivity, • Install, test, deploy and upgrade software the Equities trading systems. Develop test plans for enhancements & new modules of vendor provided software. Work with users to certify enhancements, • Monitor electronic trading systems and server-side software to ensure that systems are working correctly, • 3+ years of experience developing solutions and supporting an Equity line of business (i.e. US Market Making, ETF, Electronic Trading, Global Program Trading, Options, • Script development experience with excellent usage of SQL, • Understand trading activities and market data feeds, • Fundamental understanding of database modeling and ETL type applications., • Knowledge of FIX messaging protocol, • Proficient in handling regulatory or compliance related requests (i.e. Reg NMS, ACT, CAT), • Experience working on a trading floor supporting mission critical applications, • Experience in at least 1 of the following platforms – Flextrade, Fidessa., • Ullink, • FlexTrade, • Bloomberg DASH, • Global One, • Loanet / Smartloan, • Blue Matrix

Job DescriptionHybrid/Manhattan-NYC Salary Range: $22/hr -$24/hr Your Success Is Our Success One of the largest community banks in the NYC area, Apple Bank has been committed to providing customer focused community banking and targeted commercial and mortgage lending for over 160 years. Along the way, our employees have been the key to our success. Our exciting summer internship experience provides collaborative hands-on learning that will sharpen your professional skills. The 10-week paid program focuses on enabling your development through work experience, formal learning, self-knowledge and mentorship. As part of the summer internship program, you could be placed on one of the following teams based on business need and previous experience: -Digital Applications -Technology Services & Engineering -IT Systems and Technical Support What to expect The internship program runs for 10 weeks, from Monday, June 1, 2026, through Thursday, August 6, 2026. An in-person first week in NYC, where you will participate in onboarding, training and team building. A hybrid working model: 3 days a week in the office and 2 days a week remote/virtual. Dedicated leaders steering you through meaningful work in your assigned department. A team project, focused on a real business concern, presented to Senior Leadership. Individual development opportunities. Coaching and Mentoring. ESSENTIAL DUTIES AND RESPONSIBILITIES If you are highly motivated and results-oriented, this Apple Bank Internship program is a great step forward in your career. Extensive work experience is not a requirement. Dedication to learning and a true passion for the banking industry are vital. We will also be looking for the following: * Ability to work both independently as well as on a team. * Organizational skills, a high degree of self-motivation, initiative, and leadership potential. * Ability to prepare deliverables for meetings while exhibiting professionalism, maturity, and insight throughout interactions. * Strong communication, interpersonal, and relationship-building skills. * Innovative and creative problem-solving ability. * Intellectual curiosity, cooperation and focus in achieving group and client objectives. SKILLS AND EDUCATION * You are currently enrolled in a related Bachelor’s degree program as a rising Senior, with an expected graduation date December 2026 - May 2027. * You have obtained a preferred GPA of 3.0 or above. * You have experience using MS Word, Access, Excel, and PowerPoint. * You are currently authorized to work in the United States with no restrictions; please note that we are unable to sponsor visas for this position. Visa sponsorship not available. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes.

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Dental insurance, • Paid time off About LoanBud LoanBud is a rapidly expanding fintech focused on supporting small businesses through innovative financing solutions. Our mission is to empower small-business owners by providing streamlined access to capital through SBA and other small-business loans. We foster a culture of growth, teamwork, and dedication to the entrepreneurial spirit. Position Overview Were hiring an Administrative Financial Assistant to keep our finance and partner operations running smoothly. You will assist with accounts receivable (AR), accounts payable (AP), commission management, partner onboarding, and general administrative tasks that support our Finance, Partnerships, and Executive teams. Key Responsibilities Accounts Receivable (AR): Generate and send invoices; maintain AR aging; post receipts and reconcile deposits; coordinate reminders and escalate past-due items; maintain customer billing records and supporting documentation. Accounts Payable (AP): Enter/code vendor bills; manage approvals; schedule payments; reconcile credit cards and expense reports; maintain vendor files (W-9s, profiles) and 1099 support. Commission Management: Maintain deal logs and commission matrices; prepare monthly commission statements; validate inputs against lender/partner reports; track payouts and resolve discrepancies. Partner Onboarding: Collect and file partner agreements and payment details; set up partners in CRM/finance systems; provision access to portals; schedule kickoffs; share enablement materials; maintain partner roster and payout settings. General Administrative Support: Assist with calendar/travel coordination; prepare agendas, notes, and follow-ups; organize digital files (Drive/Notion); maintain SOP checklists and recurring task cadences; support office operations (vendors, supplies, mail/shipments). Close & Controls Support: Assist with month-end close checklists, reconciliations, and tie-outs (banks, AR/AP, commissions); uphold documentation standards, approval limits, and confidentiality/InfoSec procedures. Requirements • 25 years of experience in bookkeeping/finance admin or operations support (startup or financial-services experience a plus)., • Proficiency with QuickBooks Online (Advanced preferred) and bill-pay/expense tools (Bill.com, Ramp, or similar)., • Strong spreadsheet skills (lookups, pivot tables) and comfort working with statements and PDFs., • Clear written and verbal communication; highly organized, detail-oriented, and deadline-driven., • Discretion handling sensitive financial and personal data. Nice to Have: Payroll/benefits exposure (Gusto/ADP); CRM familiarity (HubSpot/Salesforce); experience with commissions or revenue-share payouts; SBA, lending, mortgage, or brokerage exposure. Location The position is office-based in New York City, supporting our collaborative and interactive company culture. Compensation & Benefits • Compensation: Base salary $50k $65k, commensurate with experience., • Comprehensive health, dental, and vision insurance., • Generous paid time off to support work-life balance., • Competitive 401(k) plan with company matching. Application Process Interested candidates are invited to submit a detailed rsum and a brief cover letter explaining their fit for this role and motivation to join LoanBud. Be Part of Our Growth Story Join LoanBud and help more entrepreneurs access the capital they need to grow. Your operational excellence will directly accelerate approvals and partner successapply today and help shape the future of how small businesses access SBA financing.

Job Description Concord is a leading provider of credit administration and loan servicing solutions in capital markets, delivering innovative financial technologies that support a wide range of specialty finance clients. We are on a mission to transform the way servicing platforms operate through cutting-edge tools, robust support, and a client-first mindset. We are seeking a seasoned Vice President of Sales with deep expertise in loan servicing, trust services, asset-backed securitization (ABS), and capital markets to expand our sales organization. This role is responsible for driving new business acquisition, expanding existing customer relationships, and enabling the adoption of new features across our client base. The ideal candidate will combine domain knowledge with sales leadership to elevate Concord’s position in the capital market space. Key Responsibilities: • Develop and execute a comprehensive sales strategy focused on growth capital markets, • Manage and scale a high-performing sales pipeline, ensuring alignment with business goals, • Lead customer acquisition efforts, particularly in specialty finance sectors, • Deepen relationships with existing large clients, identifying upsell and cross-sell opportunities, • Champion adoption of new product features, driving greater customer value and retention, • Serve as a key liaison between the sales team and internal stakeholders, including Product, Marketing, and Client Success, • Build a structured, data-driven approach to pipeline management, forecasting, and sales reporting, • Represent Concord at industry conferences, client meetings, and key thought leadership events, • 10+ years of B2B sales experience, with 5+ years in a senior leadership role within the loan servicing, lending, or capital markets industry, • Proven track record of exceeding sales targets and managing multimillion-dollar accounts, • Strong understanding of asset-backed lending, trustee structures, financial services, fintech solutions, and specialty finance markets, • Demonstrated ability to execute, support, and contribute to a sales team in a high-growth environment, • Excellent interpersonal and communication skills, with the ability to engage senior-level decision-makers, • Strategic thinker with strong problem-solving skills and a hands-on, execution-focused approach, • Proficiency in CRM systems (e.g., HubSpot) and sales analytics tools, • This position is located in New York City or the vicinity, • Travel up to 50% of the time Preferred Experience: • Familiarity with investor relations, asset-backed lending, or portfolio servicing platforms, • Experience working with regulatory and compliance-conscious financial clients, • Health Care Plan (Medical, Dental & Vision), • Retirement Plan (401k, IRA), • Life Insurance (Basic, Voluntary & AD&D), • Paid Time Off (Vacation, Sick & Public Holidays), • Family Leave (Maternity, Paternity), • Short-Term & Long-Term Disability, • Wellness Resources

Job Description About Us We are a a global financial technology firm serving over 200 of the world's leading financial institutions, including asset owners, broker-dealers, hedge funds, and lending banks. Since launching in 2001, we have become a trusted partner to the securities finance industry, offering a suite of Trading, Post-Trade, Data & Analytics, RegTech, and SaaS solutions that power efficiency and connectivity across global markets. Our trading platform processes more than $40 trillion in annual notional making us an integral part to the functioning of capital markets. Headquartered in New York with offices across North America, EMEA, and Asia-Pacific we are proud to be Great Place to Work Certified in multiple countries. We are consistently recognized for excellence and innovation and offer an environment where talented people can make a real impact on the future of financial technology while growing their careers in a collaborative, global team. Team Overview We are seeking a Vice President, Sales Enablement in New York to design and lead a modern, AI-first enablement function that scales impact with lean teams. This is a greenfield opportunity to shape how our global customer-facing teams across sales, pre-sales, and account management learn, grow, and perform at their best. This role sits at the center of our go-to-market strategy, driving onboarding, role readiness, and commercial effectiveness by leveraging the latest enablement platforms and AI-driven coaching tools. You will work closely with Sales, Marketing, Product, and Revenue Operations to ensure our teams are equipped, aligned, and continuously improving. Role Responsibilities • Build and lead a scalable enablement function that leverages AI tools and automation to deliver onboarding, role-based ramp plans, continuous learning, and competency management at scale., • Design, implement, and manage the enablement technology stack, with hands-on use of platforms such as Arist, Uplimit, SalesHood, and MindTickle to drive efficiency and impact., • Develop scalable coaching programs, including AI-powered role plays, automated deal coaching frameworks, and competency-based development pathways., • Translate business priorities into enablement initiatives by partnering with Sales and GTM leadership, ensuring alignment with enterprise SaaS methodologies and incentive models., • Create and maintain high-impact enablement resources, including playbooks, product launch toolkits, and continuous skills development content tailored for modern SaaS sales environments., • Act as the operational bridge across Product, Marketing, and Sales, ensuring consistent messaging, seamless execution, and shared accountability for results., • 8+ years of experience in Sales Enablement, Revenue Operations, or related commercial functions., • Demonstrates excellent knowledge of AI-powered enablement platforms and how to apply them to scale learning, coaching, and content development., • Shows strong expertise in enterprise SaaS go-to-market models, sales incentive structures, and cross-functional collaboration in fast-paced environments., • Proven ability to design enablement strategies that scale impact with lean teams by leveraging technology to scale the function., • Demonstrates excellence in building and delivering enablement programs, including AI-powered role plays, onboarding, and continuous learning., • Exhibits strong stakeholder management skills, with the ability to influence and collaborate with sales and functional leaders at senior levels, • Hybrid Working: Enjoy the flexibility of working remotely for up to 100 days each year, • Generous Vacation Days: Vacation days increase as you progress in your career with EquiLend., • Discretionary Annual Cash Bonus: A discretionary annual cash bonus rewards your performance and contributions to the company's success., • Health and Dental Insurance: Comprehensive health and dental insurance coverage is available from your first day., • 401(k) Employer Matching Contribution Plan: Our 401(k) plan includes employer matching contribution available from day one. #LI-Hybrid

Job DescriptionSUMMARY: Manages a branch office with deposits less than $50 million, and has 3-5 years branch banking experience. Promotes the expansion of existing business relationships and develops new business. Extends credit to businesses and individuals within lending authority. Oversees the daily operations of the branch including; supervision of staff, maintaining prescribed security procedures and resolving routine and complex problems. Job Responsibilities: • Directs branch activities to promote the growth of the Bank through management’s goals. Calls on existing clients to maintain customer base and perspective new clients in person and over the phone. Follows-up on leads and conducts cold calls. Maintains log of all sales calls, visits, and their outcomes. Represents the Bank at various civic and community functions to further enhance the image of the Bank and to develop additional business. Maintains a current awareness of all Bank’s products and services to promote and cross sell to new and existing customers., • Extends credit to businesses and individuals within lending authority. Works with existing customer base and potential new clients to solicit lending business. Processes and underwrites home equity and installment loans. Refers customers to other lending personnel or meets with customers after conferring with lending area. Works with customers and lending department to process loans., • Oversees daily branch operations. Exercises control of office functions including implementation of new policies and procedures. Maintains security controls to protect against fraudulent activities and minimize risk and exposure. Ensures adherence to all federal and state regulations. Keeps staff up to date with changes to regulations (state, federal or Bank guidelines). Maintains a current knowledge of all Bank products and services and informs staff of changes. Exercises the usual authority of a manager including, scheduling, performance appraisals, salary recommendations, training, or discipline., • Assists customers in the branch with all types of transactions. Works with customers requiring complex transactions. Resolves any problems that may occur in the branch. Approves overdrafts and uncollected items within approved limits., • Maintains an awareness of economic characteristics within market area. Uses information to maintain quality service. Informs senior management of any significant changes. Maintains a current knowledge of trends and changes within the financial industry., • Participates in various branch administration meetings and conducts meetings with branch personnel. Assures all reports of branch operations are prepared accurately and within established time schedules., • Over 10 years of branch banking experience;, • The ability to effectively develop business within your market area with proven results of successfully meeting individual and branch goals. Active participation in community activities and service organizations., • Effective management skills; ability to motivate and coach employees, substantiate recommendations for salary increases and promotions, ability to discipline as needed., • Thorough knowledge of Retail Banking operations including the responsibility for all Branch reports and the security of the Bank’s assets., • Completed the Management Development Core – In-House Curriculum., • A BA or BS in Business Administration, Finance or Accounting is preferred., • Ability to participate in branch manager’s meetings, seminars and any other educational activities deemed necessary., • Ability to deal effectively with customers and all levels of Bank personnel., • Excellent verbal and written communication skills., • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

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

Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Job Title: Small Business Relationship Manager Job Location: Staten Island, NY Job Status: Full Time General Description: Responsible for expanding the Bank’s C & I loan portfolio in the New York Market. Responsible for working with the Branches and Business Development Officers on commercial loan requests from $250,000 to $750,000. Responsible for prospecting for new business relationships and cross selling Bank products. Essential Functions: • Manage all lending activities including soliciting, pre-screening, underwriting, negotiation, and presentation of loan requests. Includes complex loans and loans requiring significant lending authority., • Train Branches and Business Development Officers on how to identify good commercial loan opportunities and assist in submitting a loan package for approval., • Determine loan feasibility by analyzing the financial condition, operating performance, and repayment ability of borrowers utilizing financial statements, collateral documentation, borrower interviews, and industry and economic data, • Approve loans within established approval matrix, • Develop and maintain lending and operating policies consistent with those established by the Bank, • Actively manage client portfolio to maximize return and credit quality by continually monitoring asset and client performance and maintain ongoing contact with lending clients, • Analyze customer financial product needs and provide appropriate banking solutions through cross-selling cash management and other Bank products to loan clients. Maintain knowledge of all Bank products and services., • Keep abreast of regulations and legislation, as well as, other political and policy making events that directly affect the Bank, • Create and sustain relationships with local centers of influence, such as brokers, owners, CPA's, real estate attorneys and customers for the purpose of referrals. Build and maintain relationships with the community and civic groups and represent the Bank at related events., • Travel to business owner properties/locations for meetings with Branches and/or Business Development Officers or on their own., • Performs walk-through inspections of commercial buildings and construction areas, • Interpret technical data and reports based on environmental and appraisal information while assessing properties, • Re-evaluate past commercial and building loans in terms of cash flow, • Protect the bank's assets and maintain quality of portfolio by adhering to lending processes, policies, and procedures, legal and ethics requirements and regulations, audit requirements, and established risk guidelines., • Compliance with all relevant Bank policies and procedures OTHER: • Must maintain a valid driver’s license.Use of personal vehicle may be necessary to conduct business. Core Competencies: • Banking Product Knowledge - Understands the products and services available through the retail branch bank. Knows product features, understands marketplace, shares expertise with others., • Regulatory Knowledge - Understands the applicable federal, state, local and company-specific regulations, policies and guidelines affecting business practices, • Productivity - Generates high levels of output. Consistently meets workload demands. Consistently meets deadlines. Efficient at multi-tasking and demonstrates organization skills. Strives for results and efficiency., • Analytical Skills - Ability to take large volumes of data and then analyze trends and produce a result. Ability to breakdown complex problems into simpler, more manageable components. Ability to gather all information necessary to solve a problem, recognize underlying issues based on data and trends, and organize all relevant information to provide insight and ideas on how to draw appropriate conclusions that will help the solve problem., • Accuracy/Attention to Details - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time., • Interpersonal Skills - Demonstrates behavior in alignment our Code of Conduct. Possesses a positive attitude and enthusiasm towards customer interactions, job duties and work performance. Is approachable, warm, friendly and open-minded. Is capable of adjusting communication style to effectively interact with both internal and external client.

Job DescriptionSalary: The Mortgage Banker Branch Manager (MBBM) proactively oversees MLOs that solicits new residential mortgage business. In this on-going Mortgage Banker Branch Manager role, that you would continually identify, develop and maintain a quality network of business relationships that serves as a recurring source of referrals for new mortgage lending opportunities. A Mortgage Banker Branch Manager network may consist of Mortgage Loan Originator's, Real Estate professionals, Builders, Accountants, Attorneys, Financial Planners, Architects, Title Companies, Appraisers and other professional and personal contacts, as well as other valuable referral sources, and is enhanced by the regular participation in business related development opportunities, community efforts to promote home ownership and professional organizations. The MBBA responds to MLOs inquiries and from other business channels. The MBBA conducts interviews with prospective MLOs, ensures exceptional customer service by maintaining a thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and requirements. Functions & Responsibilities: • Develops and maintains successful relationships with MLOs, business referral sources, existing and prospective clients, • Prospects new mortgage lending opportunities, • Meets with customers as necessary during various stages of the loan process, • Utilizes reference tools and other resources to provide accurate and up-to-date loan program/policy information to both external customers and internal business partners. Provides complete loan applications to mortgage processor., • Ensures exceptional customer experience by overseeing loan process from origination to close and providing on-going communication to customers and business partners, • Achieves production goals as established by JET DIRECT MORTGAGE Develop Business Referral Network through marketing, cold-calling, prospecting and networking activities. Participate in community efforts to promote the branch.

Job DescriptionFuel your career with innovation and opportunity! We’re looking for a results-driven Dealership Account Manager in Brooklyn, NY to join our growing field sales team. In this role, you’ll help expand our market reach and build trusted partnerships with dealerships across the region. As a field-based position, you’ll be on-site, visiting dealerships daily—connecting with partners, driving growth, and making an impact where it matters most. The role typically follows a six-day work week, offering hands-on engagement and the chance to truly own your territory. Bring your passion for auto finance, your drive to succeed, and your commitment to delivering exceptional results. *Residence within or near the assigned geographic territory is required.*Key Responsibilities • Prospecting and Business Development: Identify and engage new dealership partners to expand our network, drive growth, and strengthen market presence in the automotive finance sector., • Dealer Support and Relationship Management: Provide exceptional service and consultative support to dealer partners through on-site visits to ensure satisfaction, loyalty, and long-term success., • Market Analysis: Analyze market trends and competitive insights to identify opportunities and guide strategic business decisions., • Brand Promotion: Enhance brand visibility and reputation through targeted outreach, effective communication, and consistent representation of our values and offerings.Qualifications, • Minimum of 2 years experience in account management, sales, or business development — ideally within automotive lending, finance, or a related field., • A consistent record of professional growth, including at least 2 years in your most recent role., • Hands-on experience in auto finance or dealership account management; special finance experience is highly valued., • Willingness and ability to maintain a six-day work week with daily in-person visits to dealership partners throughout the territory., • Strong communicator and negotiator with a proven ability to build trusted relationships and deliver results., • Analytical mindset with the ability to spot market opportunities and pivot strategies for success., • Proactive problem-solver who thrives in a fast-paced, performance-driven environment., • Familiarity with CRM tools such as Salesforce or HubSpot., • Collaborative, adaptable, and equally confident working independently., • Must hold a valid driver’s license, maintain a clean driving record, and carry full coverage insurance., • Customer-focused, organized, and committed to excellence in every interaction., • Must reside within or near the assigned geographic territory., • Bachelor’s degree in Business, Marketing, Finance, or a related field preferred.

Job DescriptionAbout Prime Prime Financial Technologies is a software company with a mission to accelerate small businesses. At Prime, we harness advanced data science in credit decisioning to simplify and accelerate credit distribution to small and medium-sized businesses. Operating at the cutting edge of Embedded Finance and Ecosystem Lending, Prime’s focus is on embedded lending, where sophisticated data analytics are utilized to sharpen the accuracy of pre-qualification and underwriting processes and also deliver financial solutions that are customized to the needs of businesses. Prime’s integrations are designed specifically for marketplace and SaaS platforms, ensuring a seamless transaction experience for merchants and new diversified revenue streams for platforms. Our investors include Capital One and NEA. Most join us because they connect with our mission of democratizing access to credit for small businesses. If you are energized by the impact you can make at Prime, we’d love to hear from you! Position Location This role is available in the Bay Area or NYC. Time Zone Requirements The team operates in both East and West Coast time zones. Travel Requirements The team has regular onsite collaboration sessions. These occur several consecutive days per month either at the Bay Area or NYC office. If you need to travel to make these meetups, Prime will cover all travel related expenses. How You’ll Make an Impact As our Head of Credit, you will play a critical role in shaping our credit strategy and risk management framework. You will lead our efforts to develop, implement, and oversee credit policies and procedures that balance risk and reward, ensuring our portfolio's health and sustainability. Your leadership will drive our mission to provide accessible, responsible, and tailored financing solutions to SMBs, leveraging our data-forward approach to decision-making. Key Responsibilities * Play a leadership role with Product and collaborate closely with Engineering and Data Science teams to innovate and implement a range of credit products across multiple industry sectors that meet the evolving needs of SMBs. * Manage relationships with and reporting to balance sheet partners, investors, regulatory bodies, and other stakeholders, communicating credit performance and risk management strategies effectively. * Develop and refine the company's credit risk management strategy and policies in alignment with business objectives and requirements. * Lead the credit risk assessment framework, incorporating advanced data analytics and machine learning models to enhance decision-making and risk prediction. * Oversee the entire credit lifecycle, ensuring optimal performance and management of the loan portfolio, from origination through servicing to collections. * Provide leadership and direction to the credit and risk management teams, fostering a culture of continuous improvement and data-driven decision-making. * Stay abreast of industry trends, regulatory changes, and advancements in technology that can impact our credit risk framework and lending products. * Commit to integrating our core values of Win the Day, Get out of the Building, Embrace the Unknown, and Excellence as a Habit in all aspects of your daily responsibilities and professional interactions. Qualifications * 10+ years of experience in credit risk management, with a significant portion in the fintech sector and/or SMB lending. * Proven track record of developing and managing credit policies and risk assessment models, preferably with exposure to data science and analytics-driven environments. * Strong leadership skills, with the ability to inspire and manage a high-performing team in a fast-paced startup environment. * Deep understanding of regulatory compliance and reporting requirements relevant to fintech and lending industries. * Exceptional analytical and problem-solving skills, with a data-forward thinking approach. * Ability to thrive in a fast-paced, roll-up-your-sleeves, dynamic startup environment. * Excellent communication and stakeholder management abilities. * Bachelor's or Master's degree in Finance, Economics, Statistics, or a related field. Advanced degrees or certifications in risk management are a plus. What You'll Love * Competitive salary and equity grants * Top tier medical, dental vision insurance * Life insurance and disability benefits * Personal development, technology, and ergonomic budgets * 401K matching * Unlimited PTO, work from home flexibility, and parental leave * Transparent company culture and proactive communication via Weekly All Hands, Lunch & Learns, and monthly Founder AMAs * Senior team of experienced professionals highly motivated to solve tough problems and ship remarkable products Join our growing team as we build out the next generation of lending infrastructure for small businesses.

Job DescriptionSUMMARY: Manages a branch office with deposits less than $50 million, and has 3-5 years branch banking experience. Promotes the expansion of existing business relationships and develops new business. Extends credit to businesses and individuals within lending authority. Oversees the daily operations of the branch including; supervision of staff, maintaining prescribed security procedures and resolving routine and complex problems. Job Responsibilities: • Directs branch activities to promote the growth of the Bank through management’s goals. Calls on existing clients to maintain customer base and perspective new clients in person and over the phone. Follows-up on leads and conducts cold calls. Maintains log of all sales calls, visits, and their outcomes. Represents the Bank at various civic and community functions to further enhance the image of the Bank and to develop additional business. Maintains a current awareness of all Bank’s products and services to promote and cross sell to new and existing customers., • Extends credit to businesses and individuals within lending authority. Works with existing customer base and potential new clients to solicit lending business. Processes and underwrites home equity and installment loans. Refers customers to other lending personnel or meets with customers after conferring with lending area. Works with customers and lending department to process loans., • Oversees daily branch operations. Exercises control of office functions including implementation of new policies and procedures. Maintains security controls to protect against fraudulent activities and minimize risk and exposure. Ensures adherence to all federal and state regulations. Keeps staff up to date with changes to regulations (state, federal or Bank guidelines). Maintains a current knowledge of all Bank products and services and informs staff of changes. Exercises the usual authority of a manager including, scheduling, performance appraisals, salary recommendations, training, or discipline., • Assists customers in the branch with all types of transactions. Works with customers requiring complex transactions. Resolves any problems that may occur in the branch. Approves overdrafts and uncollected items within approved limits., • Maintains an awareness of economic characteristics within market area. Uses information to maintain quality service. Informs senior management of any significant changes. Maintains a current knowledge of trends and changes within the financial industry., • Participates in various branch administration meetings and conducts meetings with branch personnel. Assures all reports of branch operations are prepared accurately and within established time schedules., • Over 10 years of branch banking experience;, • The ability to effectively develop business within your market area with proven results of successfully meeting individual and branch goals. Active participation in community activities and service organizations., • Effective management skills; ability to motivate and coach employees, substantiate recommendations for salary increases and promotions, ability to discipline as needed., • Thorough knowledge of Retail Banking operations including the responsibility for all Branch reports and the security of the Bank’s assets., • Completed the Management Development Core – In-House Curriculum., • A BA or BS in Business Administration, Finance or Accounting is preferred., • Ability to participate in branch manager’s meetings, seminars and any other educational activities deemed necessary., • Ability to deal effectively with customers and all levels of Bank personnel., • Excellent verbal and written communication skills., • Medical, Dental, Vision and Rx which are contributory., • Bonus programs., • Employee Stock Option Program (ESOP)., • Life Insurance, Long Term Disability and Accidental Death and Dismemberment (LTD&AD&D)., • Paid Time Off (PTO) which includes Personal and Vacation Time., • Paid Sick Time., • Bank Holidays. Monday to Friday: 8:30am until closing, working 40 hours, must be able to work alternating Saturdays: 8:30am until closing based on business needs. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionVaro is an entirely new kind of bank. All digital, mission-driven, FDIC insured and designed for the way our customers live their lives. A bank for all of us. Varo Bank, the first all-digital national bank, is seeking a creative and data-driven Credit Strategy Director to lead the development and launch of our next generation of consumer lending products. This is a high-impact, strategic role for someone passionate about using data to solve complex problems. You will translate Varo's vision into customer-centric and profitable credit strategies. We are looking for an innovator who thrives in a fast-paced, mission-oriented environment to help revolutionize consumer banking.What you'll be doing • Lead Credit Strategy for New Products: Develop and implement credit strategies for new products, including underwriting, pricing, and credit policies from ideation to post-launch monitoring, • Analyze and Optimize: Conduct deep-dive analyses of KPIs to identify trends and understand portfolio performance. Propose and implement data-driven policy changes to improve risk-adjusted returns and customer experience, • Drive Experimentation: Design and execute A/B tests to optimize credit policies, user experience, and risk controls, • Inform and Influence: Present analysis and strategic recommendations to key stakeholders and executive leadership, • Collaborate Cross-Functionally: Partner with Product, Engineering, Data Science, Marketing, Operations, and Legal teams to deliver best-in-class, compliant credit offerings, • Champion Best Practices: Build and maintain monitoring dashboards and develop performance tracking to ensure proactive risk managementYou'll bring the following required skills and experiences, • 8+ years of experience in consumer credit risk management or credit strategy, preferably at a fintech or major financial institution, • Strong understanding of the consumer credit lifecycle, including origination, underwriting, fraud, and collections. Experience with traditional and alternative credit bureau data is essential, • Ability to translate business problems into a data-driven approach, including hypothesis testing and root cause analysis, • Advanced expertise in data analysis and manipulation using SQL or Python, • Experience with advanced statistical techniques and a solid understanding of relational databases, • Strong ability to independently identify and solve problems in a fast-paced environment, • Education: Bachelor's or Master's in a quantitative field like Computer Science, Economics, Math, Statistics, or Engineering, • Experience with machine learning models in a credit risk context is a plus