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Job DescriptionCompany Overview: Brick City Capital is a premier business purpose lender specializing in DSCR (Debt Service Coverage Ratio) loans for residential and mixed-use investment properties. As the lending platform of Leverage Companies, we provide fast, flexible capital to real estate investors backed by institutional-grade underwriting, servicing, and operational excellence. Our mission is to create millionaires through real estate by delivering certainty of execution and world-class borrower experiences. Backed by the TLC Opportunity Debt Fund and institutional capital partners, we are scaling rapidly and building a best-in-class lending platform that serves the next generation of real estate entrepreneurs. We are seeking a detail-oriented and experienced Quality Control Analyst to lead our post-close audit process, maintain MERS compliance, and ensure the integrity of every loan file we deliver. Position Overview: The Quality Control Analyst will own and execute the quality control function for closed loans, ensuring loan files are accurate, complete, and compliant with regulatory, investor, and internal guidelines. This role will have primary responsibility for overseeing all aspects of MERS (Mortgage Electronic Registration Systems) registration, transfers, and audit readiness. Working cross-functionally with the closing, legal, compliance, and servicing teams, this role is essential to maintaining data integrity, operational readiness, and investor delivery performance as the company scales. Key Responsibilities: Post-Close Quality Control & File Audit: • Conduct detailed audits of DSCR loan files post-closing for completeness and compliance., • Identify and track deficiencies, ensure timely remediation, and escalate risk items when needed., • Validate accuracy of data across LOS, MERS, and delivery systems. MERS Compliance & Oversight: • Own MERS processes including registration, Transfer of Servicing (TOS), and Transfer of Beneficial Rights (TOB)., • Maintain monthly and quarterly MERS reconciliation., • Ensure MERS compliance documentation is up-to-date and audit-ready., • Serve as the primary internal resource for MERS training, updates, and best practices. Reporting & Continuous Improvement: • Analyze trends in loan defects and recommend workflow or training improvements., • Maintain internal QC checklists and collaborate with leadership to evolve them as needed., • Support internal and external audits with documentation and reporting. Cross-Functional Collaboration: • Partner with legal, closing, and servicing to ensure seamless data handoffs and file completeness., • Work with capital markets and investor relations to prepare accurate delivery files for loan sales. Qualifications: • 3+ years of experience in loan quality control, compliance, or post-close auditing., • Proven experience managing MERS registration, transfers, and audits., • Strong knowledge of DSCR loans, business-purpose lending, and investor guidelines., • Familiarity with federal and state lending regulations including RESPA, TILA, ECOA, and AML., • Proficiency with LOS systems and digital audit workflows., • High attention to detail, excellent documentation practices, and strong analytical skills., • Strong communication and collaboration skills. Preferred Qualifications: • Experience owning MERS processes end-to-end and training others on MERS workflows., • Familiarity with post-close investor delivery and servicing data preparation., • Someone looking for a great company with great people—a team you can be proud of., • Someone looking for a home, a place to grow professionally, and build a career of meaning and mastery., • A rare individual who strives to become elite at their craft, continuously improving and pushing themselves to get better every day. Compensation: • Salary Range Starting (based on experience): $65,000, • Bonus: 10% (Target), • Healthcare: Offered with generous contribution

Job Description Join Our Team at Premium Merchant Funding About Us: At Premium Merchant Funding, we are more than just a fintech company; we are a cohesive team dedicated to empowering small and medium-sized businesses with transformative financial solutions. With our roots in the heart of Wall Street, we are renowned as one of the country's leading brokers in small business lending, specializing in serving high-risk businesses. Our Mission: Our mission at Premium Merchant Funding is crystal clear: to provide essential business solutions to small and medium-sized business owners who are often overlooked by traditional banking services. By offering tailored financial services, especially to high-risk businesses, we not only help them survive but empower them to thrive. Our Core Values: • Success Driven by Teamwork and Collaboration, • Act with Transparency and Accountability, • Conduct Business with Honesty and Integrity, • Put our Clients First, • Lead with Innovative Ideas, • Give Back to Communities we Serve, • Manage Client Relationships for the Long Term, • Strive to be our Market’s Industry Leader Key Responsibilities: • Prospecting: Engage and cultivate potential clients through diverse channels, including cold outreach, email campaigns, and social media initiatives., • Strategic Qualification: Assess client needs and determine compatibility with our suite of financial solutions., • Educational Advocacy: Deliver insights into Premium Merchant Funding's services and unique value propositions to potential clients., • Closing Mastery: Hone your sales acumen, mastering the art of deal closure and managing your sales cycle proficiently., • Previous sales or customer service experience preferred, • Excellent communication skills, • Ability to work independently and collaboratively, • Strong problem-solving abilities, • Persistence, resilience, and results-driven mindset, • Performance-based pay (OTE $60,000 - $100,000 Annually), • Comprehensive training and development opportunities, • Supportive and collaborative work environment, • Opportunities for career growth

Job DescriptionSalary: MORTGAGE LOAN ORIGINATOR All Mortgage Lenders talk about their competitive compensation, quick turn times, in house products, etc. Sure we all have those, but why focus on the things that are a given or the minimums in the industry? We heard this message from our team and have invested in world class origination software, CRM, mobile mortgage application technology, marketing automation platform and data reporting /analytic software to make it happen! Jet Direct Mortgages mission is to be the #1 Brand and Premier Local Lender in all of our licensed states. To accomplish this we will: • Provide a world class culture to support our team and our clients, • Provide technology to support and solve the issues of our team and our clients, • Provide the highest value for the most competitive pricing to our team and our clients, • Provide the best in service for our team and our clients Here is what we are looking for in our Mortgage Loan Officers/Originators: • Experienced, honest, ethical, and hardworking, • Enjoys working with clients and helping them achieve their goals of owning a home, • Ability to manage a pipeline and collect documents pertinent to mortgage loan origination, • Provide superior customer service, engaging with consumers by determining their needs and offer appropriate products, • Meet individual monthly sales goals set by Jet Direct Mortgage, • Looking to build a network to Self Generate business for their future Mortgage Loan Officers/Originators Qualifications: • Must possess an approved STATE NMLS license, • Detail-oriented with demonstrated, careful decision-making skills, • Maintenance of mortgage licenses by completing mandatory annual continuing education, • A solid understanding of appraisals, title reports & product guidelines, • Utilize in-house technical systems and programs such as Encompass, • Knowledgeable in regulatory, policy and compliance issues pertaining to the mortgage industry, • Ability to maintain and grow a network of prospects, customers, realtors & referral partnerships, • Bilingual a PLUS What you will get (of course!): • Competitive compensation and incentives, • Excellent benefit packages that range from 401k to Medical, Dental, 401(k), Life Insurance and more, • In house processing and underwriting team supporting you, • Creative sales driven marketing team and tools, • Technical support providing help desk, reporting and lead management, equipment troubleshooting and more, • Assistance in growing your network of Realtors and other referral sources Come join our team! We are a direct lending Mortgage Bank licensed in 27 States, and more to come. We will help you meet and exceed your goals for 2024 and beyond!

Job Description BASIC FUNCTION Responsible for assisting in managing and monitoring Lending Division’s portfolios, ensuring they align with the Bank’s goals. This is to include the data manipulation and review across all lending departments in order to achieve appropriate analytical results to track pipeline, performance and profitability. Daily operations will include generating, manipulating and analyzing data via the Bank’s multiple applications. This position will work hand and hand with the SVP & DIRECTOR, CRE LENDING. MAJOR RESPONSIBILITIES • Generating reports/queries via Qlik, cView and OnDemand, • Monitoring reports via Qlik, cView and OnDemand, • Analyzing reports Qlik, cView and OnDemand, • Take a leadership role in continuously working to improve the accuracy and efficiency of the Division’s credit process., • Report tracking on a daily basis (as applicable)., • Develop and maintain dashboards and reports that provide visibility into sales performance and pipeline conversion., • Partner with Department Heads to gather data and validate accuracy of pipelines and reports., • Conduct variance and trend analysis to explain fluctuations in performance., • Provide support for Executive reporting, including monthly review and strategic planning and forecasting. Education: College Degree or equivalent related business experience. Experience: • Three+ years of commercial banking experience or other relevant area., • Working knowledge of credit issues, Bank policies and commercial loan documentation., • Strong organizational and project management skills., • Able to complete work in an accurate and efficient manner., • Strong quantitative analytical skills., • Ability to translate data into actionable insights., • Strong written and oral communication skills., • Demonstrate superior knowledge of word processing and spreadsheet (Excel) software., • Performs all other duties as assigned by Management as related to the Bank and its functions. Benefits, • Holidays, • Vacation, • Health/Dental, • Vision Service Plan, • Short Term Disability, • Long Term Disability, • Life Insurance, • Flexible Spending Accounts, • 401k Savings Plan, • Tuition Reimbursement, • Employee Assistance Program, • Free Employee Checking Account

Job Description Summary: : Ensures compliance with banking regulations established as part of the Community Reinvestment Act (CRA). Analyzes and reports required data to the federal government and examiners. Initiates, prepares and executes grant applications through the Federal Home Loan Bank. Regularly reviews progress of bank in Lending, Investment and Service Test as it relates to CRA. Develops new business and maintains effective relationships with community leaders in targeted markets. Chairs and prepares for CRA Committee Meetings. Job Responsibilities: Community Reinvestment Act (CRA) • Maintains proficiency in the use of the Bank’s compliance software to track and evaluate all HMDA lending, small business lending and community development activity., • Conducts quarterly analysis to monitor and present on the Bank’s CRA performance and compliance., • Conducts self-exams to determine level of compliance as it relates to lending, service and investment performance., • Researches and recommends special lending programs for housing, construction, purchase, rehabilitation, small and minority businesses and industrial development, particularly in low/moderate areas., • Develops and monitors the Bank’s CRA strategy., • Annually reports HMDA and Small Business data to federal government., • Chairs the CRA Committee Meetings., • Prepares CRA reports and presents them directly to the Board of Directors on a quarterly basis., • Annually updates the Performance Context with the latest market conditions and trends., • Develops new business in community development target markets., • Represents Columbia at various civic and community functions for the purpose of enhancing the Bank’s image in the community., • Identifies opportunities for the Bank to provide low-cost housing in low to moderate income areas through special grants and low-rate loan programs., • Works with Commercial Lenders, Business Development Officers, Branch staff, and others to increase visibility in targeted markets., • Oversees the Columbia Bank employee volunteer program “Team Columbia” community events., • Promotes financial literacy throughout the Bank., • Maintains records and documentation on all community development activities and programs., • Keeps up to date with changes in federal and state banking laws and regulations pertaining to CRA., • Reviews and interprets changes in CRA laws and regulations and keeps management informed. Ensures changes are implemented accurately and on a timely basis., • Supervises team members supporting the development and implementation of the Bank’s CRA program., • Establishes clear goals for the staff, ensuring accountability for performance., • Promotes a culture of continuous improvement, professional development, and diversity., • Works directly with Federal Home Loan Bank and prospective grantees to complete application packages for submission. Conducts periodic reviews on outstanding grants as required., • Bachelor's degree and ten or more years CRA and community development experience or equivalent combination of education and experience, • Thorough knowledge of federal regulations pertaining to CRA, • Experience in the preparation and execution of a CRA Strategic Plan, • Experience with public sector financing programs that support the CRA lending and investment products and understanding of the benefits of the public-private partnership, • Experience in evaluating credit facilities to ensure CRA eligibility, • Ability to travel to and participate in frequent civic and community functions and events within the metropolitan area, • Strong verbal/written communication and interpersonal skills, • Strong Microsoft Word, Excel and PowerPoint skills, • Exercise sound judgment, leadership, multi-tasking and problem-solving skills, • Must be a self-starter and able to work independently, • Must be well-organized, accurate and have a high attentive to detail Columbia Bank offers the following benefits: • 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. This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

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 DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement DO NOT APPLY UNLESS YOU ARE TRULY COMMITTED TO BECOMING SUCCESSFUL. WE ARE LOOKING FOR THE BEST OF THE BEST. Watch this video before filling out our form: WATCH VIDEO COMPANY: ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. Our Market Service Agreements (MSAs) with Keller Williams and LIV Realty in Orlando exemplify our strategic partnerships and commitment to excellence. We offer a systematic digital experience with our proprietary Roadmap to Home Ownership, powered by advanced AI technology, to assist with your financial needs. Our AI system provides direction and clarity, while our licensed Mortgage Loan Originators guide clients through every step of the process. WHY JOIN US? • Wholesale Mortgage Lender with Competitive Rates**, • Proprietary AI Mortgage Solutions Roadmap to Homeownership**, • Same-Day Approval Process**, • 14-Day Close (Submission to CTC)**, • Access to over 30 Lenders, Banks, Non-Qualified Lenders, Private Money, and Hard Money options**, • Aggressive Compensation Plan**, • Access to TAG TEAM NATION Marketing Machine and Virtual Assistants**, • Company-Discounted Licensing Renewals & Continuing Education**, • Ongoing Personal and Group Training, Robust Learning Management System**, • Featured in Top Publications like Yahoo Finance and Scotsman Guide** Our licensed Loan Officers receive accounts, Realtor referrals, and leads through advanced AI technology and marketing channels. They operate in a direct sales environment, engaging with clients nationwide, building relationships, analyzing financial situations, and selecting the best products to meet their needs in a dynamic, high-call volume setting. While we support Loan Officers by building their database of Realtors and organizing their portfolios, we also expect them to proactively generate their own business. RESPONSIBILITIES: • Follow our playbooks, and weekly schedules (Proprietary to our company), • Determine the best product for the client, lock the loan at the point of sale, and submit a preliminary paperless loan package., • Collaborate with several administrators and a designated underwriter to oversee work., • Focus on new loan originations while processors work on the loan., • Ensure 14-day close requirements and stipulations are met., • Manage Conventional, VA, FHA, USDA, and other loan types. REQUIREMENTS: • Current, valid NMLS license or appointment in good standing.**, • Minimum two years of sales experience and two years as a Mortgage Loan Originator.**, • If newly licensed, a minimum of five years of sales experience and willingness to undergo a month of training.**, • Flexibility to work approximately 40-45 hours per week.**, • Strong phone presentation skills and ability to build client relationships.**, • Experience with CRM/CMS systems, preferably HubSpot.**, • Ability to make sound judgments on credit decisions, funding, and post-close issues.**, • Excellent communication, interpersonal, and organizational skills.** SELECTION PROCESS: • Phone conversation with our Recruiter**, • Assessment**, • Zoom interview with a Team Leader and Administrative Staff**, • Final interview with the CEO** TRAINING: • Monday to Friday: 8:00 am to 6:00 pm**, • Saturday: 9:00 am to 1:00 pm**, • Closed Sundays and Holidays** SUPPLEMENTAL PAY: • W-2 only**, • Base and/or commission pay depending on the legal position** APPLY NOW! Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level! Flexible work from home options available.

Job DescriptionBenefits: • Servicing Leads, • Servicing Realtor Accounts, • Benefits Grouped Not Employer Matched, • Company Credit Card, • Bonus based on performance, • Employee discounts, • Profit sharing, • Signing bonus Were looking for individuals who are passionate about success and love engaging with people over the phone. If youre confident in your communication skills and ready to bring your best, wed love to hear from you! Watch this video before filling out our form: WATCH VIDEO COMPANY: ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. We offer a systematic digital experience through our proprietary Roadmap to Home Ownership, powered by advanced AI technology, providing clear financial direction and personalized support. Our licensed Mortgage Loan Originators are dedicated to guiding clients every step of the way. WHY JOIN US? • Wholesale Mortgage Lender with Competitive Rates, • Proprietary AI Mortgage Solutions (Roadmap to Homeownership), • Same-Day Approval Process, • 14-Day Close (Submission to CTC), • Access to Over 30 Lenders, including Banks, Non-Qualified Lenders, Private, and Hard Money options, • Aggressive Compensation Plan, • TAG TEAM NATION Marketing Machine and Virtual Assistants Support, • Company-Discounted Licensing Renewals & Continuing Education, • Ongoing Personal and Group Training with a robust Learning Management System, • Featured in Top Publications like Yahoo Finance and Scotsman Guide As a Mortgage Lead & Realtor Account Representative, you will manage inbound and outbound calls, engaging with clients and prospects nationwide. Utilizing cutting-edge AI technology and marketing tools, you will receive leads and inquiries, guide clients through their mortgage needs, and deliver essential information. Your role involves building and nurturing strong relationships, analyzing financial scenarios, and offering tailored solutions in a high-call-volume, fast-paced environment. While we provide leads and Realtor connections, we also encourage proactive efforts to grow your client base through exceptional service. Additionally, you'll be expected to attend open houses on weekends, with one weekend off per month. KEY RESPONSIBILITIES: (You Will Be Tested) • Handle High Call Volumes: Manage a significant number of inbound and outbound calls from clients across the country., • Time Management: Demonstrate exceptional time management skills (minimum 8/10 proficiency requiredyou will be tested)., • Provide Accurate Information: Offer clear, precise details on mortgage products and services., • Client Engagement: Build strong rapport by actively listening and addressing client needs effectively., • Mortgage Guidance: Assist clients with their mortgage inquiries, providing tailored solutions and options., • Team Collaboration: Work closely with sales and loan officer teams to ensure seamless communication and process flow., • CRM Proficiency: Utilize advanced CRM tools to maintain client records and follow up on leads efficiently., • Tech Savvy: Prove your technical proficiency in tools such as Slack, Arrive, HubSpot, Outlook, Birdeye, Box, and others (testing will be conducted)., • Customer Service Excellence: Actively contribute to business growth through outstanding customer service., • Follow-Up Skills: Adhere to company playbooks and weekly schedules; if follow-up is not an 8/10, do not apply., • Loan Structuring: Engage with clients to identify suitable mortgage products, lock loans at the point of sale, and submit preliminary paperless loan packages., • Compliance: Ensure adherence to 14-day close requirements and loan stipulations., • Current, valid NMLS license or appointment in good standing. (2-Year Minium or do not fill this out), • Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related experience., • For newly licensed applicants, a minimum of five years of sales experience is required with a willingness to undergo a month of training., • Flexibility to work approximately 40-45 hours per week., • Excellent communication and phone etiquette skills., • Strong problem-solving abilities and attention to detail., • Ability to work efficiently in a fast-paced, high-call volume environment., • Experience in a call center or customer service role (mortgage or finance experience is a plus)., • Ability to build rapport with customers and provide a positive client experience., • Initial phone conversation with our Recruiter., • Complete an assessment., • Testing*, • Zoom interview with a Team Leader and Administrative Staff., • Testing*, • Monday to Friday: 8:00 am to 6:00 pm, • Saturday: 9:00 am to 1:00 pm (Open Houses Must Attend 3 out of 4 weekends), • W-2 only Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level! Flexible work from home options available.

Job DescriptionJob Description: We are seeking an Events Marketing Manager to lead and scale our national event strategy targeting real estate investors, lenders, brokers, and course members. Over the next 12 months, we aim to host 24+ high-impact events—from large conferences to intimate networking meetups—that generate leads, drive brand visibility, and unlock business opportunities across all our brands. This role will own the full lifecycle of each event, from planning through execution to post-event follow-up, while collaborating with cross-functional teams including Marketing, Sales, Finance, Design, and Media. The ideal candidate is a strategic thinker, exceptional organizer, and experience-driven leader ready to deliver unforgettable events that fuel our mission. Key Responsibilities: Event Strategy & Planning • Design, plan, and execute 24+ in-person events annually, including conferences, workshops, and networking meetups, • Develop event strategies that align with company growth goals and target priority audiences, • Build a playbook to ensure a consistent, world-class in-person experience Execution & Logistics • Oversee all logistics, including venue sourcing, vendor management, run-of-show, and attendee coordination, • Collaborate with Design and Media teams to create memorable branded environments, • Ensure seamless onsite operations and post-event debriefs for continuous improvement Cross-Functional Collaboration • Work with Finance to develop and manage event budgets, • Partner with Lifecycle Marketing and Paid Media teams to execute multi-channel campaigns, • Collaborate with Sales to align event strategy with lead generation and deal flow goals Growth & Partnerships • Identify and secure strategic partners, sponsors, and speakers to elevate event value, • Track and report event KPIs, including attendance, engagement, leads, ROI, and post-event conversion Qualifications: • 3+ years of experience in events marketing, event management, or experiential marketing, • Proven ability to plan and execute both large-scale and boutique-style events, • Strong project management skills with attention to detail and the ability to manage multiple priorities, • Excellent communication skills with a track record of cross-functional collaboration, • Comfortable traveling up to 30% to support in-person event execution Preferred Qualifications: • Experience in real estate, lending, financial services, or education industries, • Familiarity with marketing automation and CRM platforms (e.g., Hubspot, Salesforce), • Background in sponsorship sales, partnership management, or event production, • Someone looking for a great company with great people—a team you can be proud of, • Someone looking for a home, a place to grow professionally, and build a career of meaning and mastery, • A rare individual who strives to become elite at their craft, continuously improving and pushing themselves to get better every day Compensation: • Salary Range Starting (based on experience): $65,000, • Bonus: 10% (Target), • Healthcare: Offered with generous contribution

Job Description Company Overview: Brick City Capital is a premier real estate business purpose lender specializing in providing swift and flexible financing solutions to real estate investors and developers. Our commitment to excellence and innovation has made us a trusted name in the industry. We are currently seeking a detail-oriented and experienced Loan Closer to join our team and ensure the seamless closing of our loan transactions. Position Overview: As a Loan Officer Assistant, you will play a key role in supporting our Loan Officers by managing administrative tasks, liaising with clients, and facilitating loan processing. This is an ideal opportunity for someone looking to develop their career in real estate finance, with a direct path to becoming a Loan Officer. You will gain valuable industry experience and mentorship to transition into a full Loan Officer role. Key Responsibilities: • Assist Loan Officers in all aspects of the loan origination process, from application to closing., • Serve as the primary point of contact for clients, addressing inquiries and gathering necessary documentation., • Prepare and review loan documents, ensuring accuracy and compliance with company policies and regulations., • Coordinate with underwriters, processors, and other internal teams to ensure timely loan processing., • Maintain detailed client records and loan files using our internal systems., • Research and analyze potential loan opportunities, supporting the team in assessing risk and value., • Participate in client meetings, offering support in presentations and proposals., • Stay updated on real estate market trends and lending guidelines., • Bachelor's degree in finance, real estate, business, or a related field preferred., • Strong interest in real estate finance and lending., • Previous experience in the financial services or real estate industry is a plus., • Exceptional organizational and multitasking skills with attention to detail., • Excellent communication skills, both verbal and written., • Proficiency with Microsoft Office (Excel, Word, PowerPoint) and CRM software., • Ability to work in a fast-paced, deadline-driven environment.

Job Description BASIC FUNCTION Responsible for acting in place of the Director of the Commercial & Industrial Lending (C&I) and Small Business Finance (SBF) Department. The position will oversee all other Bank departments, ensuring C & I and SBF are compliant with policy and appropriate procedures. Assist with identification of lending and deposit opportunities as well as qualifies loans to borrowers for real estate secured and non-real estate financing opportunities. Ensures the quality of prospective commercial loan opportunities/portfolio to meet/exceed the Bank’s standards for C & I and SBF loans. This position will also have management responsibility for evaluating, structuring, underwriting, loan transactions originated from the C & I and Small Business Finance Departments, both new transactions and modifications. MAJOR RESPONSIBILITIES Deputy: • Oversees the department’s Administration, Underwriting and Production (Relationship Managers) to ensure they are following the bank’s Commercial C & I and Small Business Finance lending policies and practices., • Will further oversee all Department Teams to ensure transactions are effectively/efficiently proceeding toward approval and closing., • Makes telephone and personal calls to customers and potential customers., • Expedites the resolution of customer problems/complaints., • Oversees the quality of new/existing accounts. Verifies that potential loans conform to policy. Ensures that necessary documentation is completed, and requests additional data as needed. Confers with Department Director on portfolio opportunities/issues., • Maintains a state-of-the-art knowledge of the bank’s Commercial/Small Business lending market, with respect to products, pricing and demand., • Reviews/signs-off on new loan and modification underwritings (as long as position is not a producing position)., • Review commitment letters and loan documentation to insure conformance with approval and Bank policies., • Performs other duties as required. Underwriting: • Responsible for reviewing and analyzing commercial real estate and non-real estate loan requests/submissions, financial statements, property/business soundness and viability, industry trends, competition, management capability and financial leverage., • Responsible for reviewing each underwriter and/or performing in-depth due diligence on prospective clients (Borrowers/Principle/Guarantors) and their financial statements including cash flow modeling and projections., • Interact with Relationship Managers to establish appropriate loan structure which is consistent with prescribed credit policies, underwriting guidelines and general best practices considering risk elements inherent in loan purpose, ownership structure, management depth and experience., • Responsible for preparing Credit Memorandum for approval by Department Head, Senior Lending Officer and/or Credit Committee., • Interact with customers, Relationship Managers, underwriting staff, and administrative staff to obtain timely and complete financial information., • Assist in recommending, updating, and writing Departmental Credit Policies and Procedures as well as underwriting procedures., • Negotiate and recommend for approval loan modifications., • Responsible for managing the Underwriting staff and Sales staff (RM) workflow. Department Support: • Interact with Loan Review and Internal Audit relating to asset reviews, • Interact with external Bank Accountants and Regulators during their review., • Prepare draft responses to Loan Review and Internal Audit reports for Department Director and SLO review and sign off., • Assist the Department Director in overseeing the activities of the Commercial C & I and Small Business Finance departments including C & I and SBF policies, procedures and other management reporting requirements. JOB REQUIREMENTS Education: College Degree or education (or a combination of education and experience) equivalent to an undergraduate degree, Bank lending experience with successful completion of a credit training program. Experience: • Minimum of 15 years’ commercial lending/Small Business real estate and non-real estate experience required., • Minimum of 5 years’ Supervisory/Management experience., • Minimum 5 years’ experience as a Senior Underwriter with demonstrated ability to independently analyze, structure, negotiate and close commercial real estate loan transactions., • Minimum 5 years’ experience managing high performing sales teams with processes, prospecting and COI cultivation., • Excellent organizational skills., • Thorough knowledge of commercial real estate and non-real estate loan product lines., • Goal oriented individual – displaying self-motivation and initiative being a detail oriented and conscientious leader., • Excellent leadership and teamwork skills required., • Strong customer service skills required., • Experience with bank credit policies and procedures, loan analysis and guarantor/sponsor financial analysis., • Previous leadership role in a senior capacity with demonstrated ability to manage and direct subordinates., • Excellent organizational, presentation, interpersonal, communication skills and the ability to multi-task., • Ability to work independently under stringent time constraints., • Proficient in Word, Excel, Office, and other spreadsheet software applications. Benefits • Holidays, • Vacation, • Health/Dental, • Vision Service Plan, • Short Term Disability, • Long Term Disability, • Life Insurance, • Flexible Spending Accounts, • 401k Savings Plan, • Tuition Reimbursement, • Employee Assistance Program, • Free Employee Checking Account

Job Description BASIC FUNCTION Responsible for the cultivation and development of Centers of Influence (COIs) that refer profitable new business relationships that have strong commercial non-interest bearing deposit, cash management and commercial lending needs. Also works closely with the Market Manager, Retail Financial Center Management, the Business Banker, and the C&I and CRE Lenders in support of the above mentioned expectations. The BDO will focus on developing relationships with “deposit rich” industries and companies with annual revenues greater than $5mm. MAJOR RESPONSIBILITIES • Cultivate, develop, and leverage Centers of Influence that will refer to non-interest bearing DDA relationships, cash management and commercial lending prospects to the bank., • Gathers and presents completed loan package for underwriting which includes financial information, loan structure, pricing recommendation, collateral description and write-up outlining company history, type of business, customer base, purpose of loan, and other supporting information., • Develops and implements a business development plan annually, • Develop business relationships through their COIs, networking events, prospecting and telemarketing within assigned markets. Participates in the Retail Bank’s activities regarding community involvement., • Cross sells the bank’s complete product line including BankingPlus, Merchant and Cash Management services., • Tracks and reports business development activities on monthly basis., • Participates in monthly business development meetings with Business Banker, Retail Bank Management and participates in individual branch sales meeting., • Participates in sales calls with Retail Bank Management, and C & I & CRE Lending partners to uncover non-interest bearing deposit, cash management & commercial lending opportunities., • Works closely with the Market Manager and Director of Retail Administration in providing feedback on service and retail sales related issues., • Keeps abreast of the products, applications, technical services, market conditions and competitive activities., • Performs other duties as required. JOB REQUIREMENTS Education: College Degree; or a combination of education and experience equivalent to an undergraduate degree. Formal small business credit training a plus. Experience: • Minimum of 5 years as a Business Banking Officer at a commercial bank., • Excellent communication, organizational and sales skills required., • Excellent customer service/interpersonal skills required., • Basic knowledge of word processing and spreadsheet software required., • Strong Leadership, • Collaborative Skills, • Solid People Skills, • Strong Verbal, Written & Presentation Skills, • Knowledge of Bank Policy and Procedures, • Solid Commercial Product Knowledge (Commercial Deposits, Loans & Cash Management, • Strong Time Management, • Working Knowledge of Microsoft Office (Word, Excel, Power Point), • Goal Oriented Benefits, • Holidays, • Vacation, • Health/Dental, • Vision Service Plan, • Short Term Disability, • Long Term Disability, • Life Insurance, • Flexible Spending Accounts, • 401k Savings Plan, • Tuition Reimbursement, • Employee Assistance Program

Job Description Summary: The Commercial Lender III, ABL develops new Asset Based Lending relationships with a primary focus on commercial lending. They will analyze complex and/or larger dollar value commercial lines of credit (LOC) and loans. The incumbent will work with Credit Underwriting to finalize lending packages for approval. They will present commercial LOC and loan requests to the Credit Committee for approval. The Commercial Lender III, ABL will maintain a portfolio of existing commercial customer relationships. May provide guidance to less experienced commercial lenders. Job Responsibilities: New Business • Develops new business by contacting potential customers and following up on leads which may include more complex ABL deals, including participations and syndications., • Evaluates all aspects of a transaction to determine viability of the credit and makes the appropriate recommendations to Senior Management and/or Credit Committee., • Develops a working relationship with borrowers, referral sources, agent banks and internal business partners., • Works closely with third party turnaround consultants and other professional appraisal/liquidator firms., • Visits clients, enters calling efforts into Salesforce, and seeks to cross sell Bank products to enhance relationship and revenue., • Analyzes financial and related data for credit worthiness and merits of loan requests., • Establishes terms and approves loans within lending authority or recommends approval to senior management., • Informs customers of Bank decisions., • Interacts with commercial customers to maintain and deepen banking relationships., • Works with the ABL Portfolio Manager to prepare and review monthly management reports; develops critical financial analysis, processes client credit requests, amendments, waivers and renewals in a timely manner., • Monitors delinquencies and evaluates problem loans., • Reviews client field examinations, appraisals, collateral trends and reporting. Identifies and proactively recommends appropriate reserves., • Works closely with the ABL RVP to analyze benefits of restructuring or legal collection action that may include foreclosure., • Assists in the preparation of monthly, quarterly and annual reports, and the forecasting of loan balances., • Ensures overall collateral reporting is timely and accurate., • Ensures field examinations are performed timely., • Bachelor's degree in a business discipline, • Minimum of 10 years’ experience as a Commercial Lender., • Formal Credit Training required, • Experience in reviewing and accurately interpreting loan documentation, collaborating with team members and working with underwriters in underwriting middle market and larger ABL deals., • Knowledge of commercial lending and working knowledge of ABL markets., • Local knowledge specifically Tri-State area with potential market expansion., • Effective organization, multi-tasking and prioritizing skills., • Ability to work with team member across the bank to close and structure transactions., • Strong 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. This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Summary: Assists the Business Development Manager in all areas of business development. Solicits and processes commercial business loans. Services approved loans and monitors repayment activities. Develops and implements branch call program and recommends branch goals for the assigned region. Develops special programs and products and submits for approval. Implements new programs. Calls on priority prospective and existing business customers to sell Bank’s products and services. Job Responsibilities: New Business and Loan Servicing • Interview prospective and existing commercial loan applicants., • Recommend loan approvals to the Business Development Manager., • Inform applicants of loan approval or denial., • Service commercial loans originating from the Business Development area., • Update loan information annually (e.g., collateral, loan and business status)., • Develop and implement Branch Call Program for the assigned region., • Establish priorities, prepare schedules and recommend branch goals., • Train and counsel Branch Managers in selling techniques and Bank products and services., • Implement special programs and promotional meetings for Branch Managers., • Accompany Branch Managers on sales calls and monitors their progress., • Answer questions and resolve any unusual problems., • Confers with SVP/Retail Banking on Branch Managers’ sales call performance and results., • Call on prospective and high-value existing customers., • Promote new and additional business for the Bank., • Meet with important customers and potential customers to assess their business needs., • Review files for business development leads., • Follow up on business development calls., • Represent the Bank in civic and community functions to further enhance its image and develop business., • Compile and analyze customer data, statistics and information received from customers., • Bachelor’s degree in Business Administration, Finance, Economics, or a related field required., • Minimum of 3 years of experience in commercial lending, business development, or retail banking., • Proven track record in sales, client relationship management, and loan servicing., • Strong understanding of commercial lending practices and loan structuring., • Familiarity with applicable State and Federal banking and lending regulations., • Knowledge of bank products and services., • Excellent verbal and written communication skills., • Strong interpersonal skills with the ability to build and maintain client and internal relationships., • Ability to network and meet with customers/partners/influencers in pursuit of new business to assess customer needs and develop preliminary solutions., • Strong organizational and time management skills., • Demonstrated critical thinking, initiative-taker attitude, self-awareness, and integrity., • History of community involvement through volunteerism and/or representation with charitable organizations., • Relationships with local, regional and national non-profits highly preferred., • 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.

Job Description About Brick City Capital: Brick City Capital is the commercial lending division of Leverage Companies. Founded in Newark, NJ in 2020, the company was established by a group of experienced real estate professionals who recognized the need for a reliable source of funding for real estate investors and developers in the area. With a focus on providing flexible financing solutions, Brick City Capital quickly established itself within the real estate investing space, boasting over 75% of repeat business on its books. The company's lending programs are designed to meet the unique needs of real estate investors and developers, and in its first year alone, Brick City Capital originated over $100,000,000 in financing. As Brick City Capital continues to grow, the company remains committed to its founding principles of transparency, honesty, and integrity. With a focus on providing reliable and flexible financing solutions to real estate investors and developers, the company is poised for continued success in the years ahead. Job Summary: Brick City Capital is seeking a highly motivated and detail-oriented individual to join our team as an Analyst with a hybrid role that encompasses processing and pricing responsibilities, with a particular emphasis on account management. The successful candidate will play a crucial role in ensuring accurate and efficient processing of financial transactions, pricing strategies, and maintaining strong relationships with clients. Key Responsibilities: • Processing and Transaction Management:, • Execute and oversee the processing of loan transactions, ensuring accuracy and compliance with internal policies and regulatory standards primarly focused on document collection and verification., • Collaborate with various teams to streamline processing workflows and identify opportunities for efficiency improvements., • Pricing Analysis:, • Conduct comprehensive pricing analysis on various loan products to support informed decision-making., • Stay abreast of market trends, competitive pricing, and economic indicators to adjust pricing strategies accordingly., • Account Management:, • Serve as a primary point of contact for assigned client accounts, addressing inquiries, providing updates, and ensuring overall client satisfaction., • Collaborate with clients to understand their financial goals and tailor solutions to meet their individual needs., • Data Analysis and Reporting:, • Utilize analytical tools and software to extract, analyze, and interpret financial data, providing insights for strategic decision-making., • Generate regular reports for internal and external stakeholders, highlighting key performance indicators and trends., • Risk Management:, • Work closely with the underwriting team to identify potential risks associated with processing and pricing activities., • Develop and implement risk mitigation strategies to safeguard the interests of the company. Qualifications: • Bachelor's degree in Finance, Business, or a related field., • 2+ Years of Private Lending Experience, • Strong analytical and quantitative skills with attention to detail., • Experience in financial analysis is preferred., • Excellent communication and interpersonal skills for effective account management., • Proficiency in financial software and tools., • Competitive salary and performance-based incentives., • Comprehensive health and retirement benefits., • Opportunities for professional development and career advancement.

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 Description BASIC FUNCTION Responsible for coordinating the daily operations of the Home Finance group covering Residential Owner-Occupied, Investment and Home Equity Lending. Scope of loan authority is limited to the discretion of the VP & Director of Home Finance and oversight of the groups Team Leaders, Processing and Sales group. MAJOR RESPONSIBILITIES • Ensures all loan applications are processed, underwritten, and closed in compliance with regulatory and Bank policies., • Monitors production pipeline with Team Leaders (Underwriting & Closing) & other group staff on an on-going basis for quality, accuracy, and consistent turnaround time., • Assists with the development and implementation of policies and procedures to ensure compliance with industry and internal bank requirements., • Interacts and troubleshoots processing, underwriting, pre-closing, closing, and post-closing audit issues/problems with group staff, borrowers, AMC, and attorneys in order to expedite loan approvals and closings., • Assists in the evaluation and enhancement of the performance and development of group personnel., • Makes recommendations to Vice President regarding ongoing training and continued education of staff., • Collaborates with VP, Mortgage Originations in researching, developing, and preparing the group’s annual operating budget and cost saving measures., • Oversee and manage with other groups the HMDA/LAR process. Ensures that all loan files are updated with the proper data for monthly LAR tracking and year-end HMDA reporting using of Questsoft software., • Administrates all utilized technology applications for the group, i.e., Mortgagebot/Finastra LOS & POS, Laser Pro, and any other embedded solutions administrative requirements., • Performs other duties as assigned by Management as related to the Bank, lending and other Bank functions. JOB REQUIREMENTS Education: College Degree or equivalent related business experience. Experience: Minimum of 5 years residential lending originations (Owner-Occupied, Investment & Home Equity) in a retail and/or wholesale banking or Mortgage Banking environment. Knowledge of FNMA/FHLMC and other secondary lending guidelines. Working knowledge of secondary market (agency and investors) procedures/operations for residential lending. Thorough knowledge of compliance regulations and their applicability; including but not limited to Dodd-Frank and TRID. LOS technical and compliance knowledge is required. Mortgagebot/Finastra POS & LOS & Questsoft a plus. Proficiency with various software programs including word processing and spreadsheet applications required. Excellent verbal, organizational, inter-personal and written communication skills. Strong customer service skills. Benefits • Holidays, • Vacation, • Health/Dental, • Vision Service Plan, • Short Term Disability, • Long Term Disability, • Life Insurance, • Flexible Spending Accounts, • 401k Savings Plan, • Tuition Reimbursement, • Employee Assistance Program, • Free Employee Checking Account

Job Description Position Summary: Fund Accountant We are seeking a highly motivated and detail-oriented Fund Accountant to join our finance team here at Leverage Companies. The successful candidate will be responsible for the day-to-day accounting and financial reporting of private equity funds, ensuring accuracy, compliance, and timely delivery of financial information to stakeholders. This is a critical role that supports fund operations, investor reporting, and financial analysis. Leverage Companies is a real estate private equity firm on a mission to create millionaires through real estate. With a diversified platform spanning acquisitions, private lending, and education, we're committed to empowering investors and scaling wealth-building opportunities. Our lending division, Brick City Capital, operates the TLC Opportunity Debt Fund, providing debt financing to real estate investors with a focus on DSCR rental loans across acquisition and refinance strategies. As we continue to scale, we are seeking a Fund Accountant to join our cross-functional Finance team. This role will play a critical part in managing the financial operations, reporting, and fund-level accounting for the TLC Opportunity Debt Fund. This position will work closely with both our controller and President Roles & Responsibilities • Fund Accounting & Reporting, • Own the day-to-day accounting and financial reporting for the TLC Opportunity Debt Fund., • Prepare monthly, quarterly, and annual fund financial statements in accordance with GAAP., • Manage capital account allocations, investor capital calls, distributions, and waterfall calculations., • Support preparation and review of investor statements and financial reports through Opus, our investor portal., • Audit, Tax, & Compliance Coordination, • Assist with the annual fund audit process in collaboration with our accounting firm and other third-party auditors., • Coordinate with tax advisors on investor K-1 preparation and delivery., • Ensure compliance with fund documents, operating agreements, and internal controls., • Cross-Functional Collaboration, • Work closely with the capital markets, loan servicing, and operations teams to reconcile loan activity, interest income, and fund cash positions., • Partner with the investor relations team to ensure timely and accurate investor communications., • Support Controller and President on ad-hoc analysis, fund performance metrics, and liquidity planning., • Process Improvement & Systems, • Assist in enhancing fund accounting processes and controls as the platform scales., • Leverage technology tools like QuickBooks, Excel, and Opus to maintain accurate records and improve reporting workflows. Qualifications: • Bachelor's degree in Accounting, Finance, or a related field (CPA or working toward CPA preferred)., • 3–5 years of experience in fund accounting, preferably within private equity, venture capital, or hedge funds., • Strong understanding of US GAAP, investment partnership structures, and private equity fund operations., • Proficiency with accounting software (QuickBooks or similar) and advanced Excel skills., • High attention to detail, with excellent organizational and analytical skills., • Ability to work independently and collaboratively in a fast-paced environment., • Strong written and verbal communication skills, • Someone looking for a great company with great people—a team you can be proud of., • Someone looking for a home, a place to grow professionally, and build a career of meaning and mastery. Compensation: • Salary Range Starting (based on experience): $85,000, • Bonus: 10% (target), • Healthcare: Offered with generous contribution

Job Description Summary: A Commercial Lender (C&I) at Columbia Bank is responsible for bringing in new business relationships and analyzing commercial loans of varying complexity and dollar size. This position works directly with teams of lenders and commercial credit analysts to address loan renewals, modifications and occasionally approve new loans; recommends loans for approval within established guidelines and lending policies; maintains portfolio of existing customer relationships and supports a team of commercial lending officers; and, assists higher level loan officers with larger loans and general loan portfolio management tasks. Job Responsibilities: • Interviews loan applicants. Analyzes financial and related data for credit worthiness and merits of loan requests. Establishes terms and recommends approval to senior management. Informs customers of Bank decisions. Maintain a complete and thorough understanding of Loan Policy, including all loan guidelines and exceptions. Review, understand and communicate issues within loan files to the Loan Officers for accuracy and correction of errors., • Responsible for coordinating the underwriting of credits, including risk rating assessment, covenant compliance testing, financial statement and collateral analysis. Cross sells Bank products and services., • Interacts with customers to maintain and enhance business relationships. Ensures that annual file reviews are completed in a timely manner. Deals directly with existing customers regarding line of credit renewals as well as modifications of existing loans. Provide close contact with clients to establish, deepen, and retain relationships; reach corporate objectives., • Monitors delinquencies and evaluates problem loans. Negotiates with customers and offers restructure recommendations for problem loans or recommends legal collection action. Estimates final financial impact to the Bank., • Maintains a current knowledge of local and national economic, financial, political and legislative trends. Determines the possible impact on commercial lending activities., • Bachelor’s degree required. Master's degree desirable., • Minimum of 7 years of Commercial Loan experience. Please note that we segment our lending and are looking for lenders to focus on Commercial & Industrial Loans (C&I)., • Certified by a formal credit program or have participated in a bank sponsored credit program, • Experience and use of Financial Analysis software preferred., • Excellent customer service skills., • Excellent verbal and written communications skills, including the skills necessary to deal tactfully and professionally with customers, employees, senior management, auditors and regulators., • Knowledge of and the ability to use current technology proficiently., • Good organizational skills, a high level of accuracy and strong attention to detail., • Effective time management and the ability to work independently in a team environment., • 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., • Employees may participate in the 401k program. Schedule: This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description Summary: The Business Development Representative II will focus on acquiring and expanding relationships with the largest and priority commercial customers. Solicits and processes commercial business loans. Services approved loans and monitors repayment activities. Develops and implements branch call program and recommends branch goals for the assigned region. This role requires strategic thinking, outstanding interpersonal skills, and deep expertise in business development. The ideal candidate will work closely with bank personnel to enhance overall sales effectiveness. Job Responsibilities: Business Development • Proactively call on high-value existing and prospective commercial customers following a structured business development call program., • Build and maintain relationships with Centers of Influence (COIs), including attorneys, accountants, and other referral partners, to generate new business opportunities and expand the bank’s client base., • Execute on calling activities structured to achieve the Bank’s and the Business Development Officer’s New Loan and Deposit goals., • Establishes priorities, prepares itineraries, and meets with customers to discuss their needs, outline services and resolve issues., • Maintain strong relationships with Bank personnel to ensure seamless communication and effective customer support., • Discuss customer needs, problems, and complaints, ensuring appropriate follow-up and resolution., • Compile and analyze customer data, statistics and information received from customers., • Reviews files and records for business development leads. Required • Bachelor’s Degree or equivalent experience;, • Extensive experience (5+ years) in commercial banking or business development;, • Established network of business contacts with proven ability to generate high-value commercial relationships;, • Strong communication, negotiation, and relationship-building skills;, • Leadership skills with a passion for mentoring and developing less experienced team members;, • History of community involvement through volunteerism and/or representation with charitable organizations., • Relationships with local, regional and national non-profits highly preferred., • 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.

Job Description Summary: The Business Development Representative III will focus on acquiring and expanding relationships with the largest and priority commercial customers. Solicits and processes commercial business loans. Services approved loans and monitors repayment activities. Develops and implements branch call program and recommends branch goals for the assigned region. This role requires strategic thinking, outstanding interpersonal skills, and deep expertise in business development. The ideal candidate will work closely with bank personnel and mentor junior officers to enhance overall sales effectiveness. Job Responsibilities: Business Development • Proactively call on high-value existing and prospective commercial customers following a structured business development call program., • Build and maintain relationships with Centers of Influence (COIs), including attorneys, accountants, and other referral partners, to generate new business opportunities and expand the bank’s client base., • Execute on calling activities structured to achieve the Bank’s and the Business Development Officer’s New Loan and Deposit goals., • Establishes priorities, prepares itineraries, and meets with customers to discuss their needs, outline services and resolve issues., • Documents all interactions and provides detailed reports to senior management., • Maintain strong relationships with Bank personnel to ensure seamless communication and effective customer support., • Discuss customer needs, problems, and complaints, ensuring appropriate follow-up and resolution., • Compile and analyze customer data, statistics and information received from customers., • Reviews files and records for business development leads. Required • Bachelor’s Degree or equivalent experience;, • Extensive experience (10+ years) in commercial banking or business development;, • Established network of business contacts with proven ability to generate high-value commercial relationships;, • Strong communication, negotiation, and relationship-building skills;, • Leadership skills with a passion for mentoring and developing less experienced team members;, • History of community involvement through volunteerism and/or representation with charitable organizations., • Relationships with local, regional and national non-profits highly preferred., • 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.

Job DescriptionCompany Description At Longbridge, we love seniors and we’re passionate about helping them unlock the power of one of their greatest assets—their home equity. As a leading provider of home equity solutions for seniors, we’re committed to helping older homeowners make the most of what they’ve worked hard to build, so they can live the retirement they imagined. And we don’t just do it well, we do it really well. With an “Excellent” rating on Trustpilot and over a thousand customer testimonials, we’ve earned a reputation for making it easy and stress-free to access home equity—with guidance every step of the way. But it’s not just our customers who love us—our team does, too! We’ve been named a Great Place to Work® three years in a row because we believe that when people enjoy what they do and where they do it, everyone wins. Why Longbridge? At Longbridge, we don’t just offer jobs, we offer careers that grow with you. Here’s why you’ll love being part of our team: • Grow With Us – We’re big believers in investing in our people. From top-notch training to clear career paths, we support your professional growth every step of the way. Plus, we love promoting from within—because when you succeed, we all do., • A Culture That Clicks – We work hard, but we have fun doing it! Whether it’s team-building events, friendly competitions, or just an atmosphere of open communication and collaboration, we make sure work feels less like “just work.” Job Description Longbridge is looking to add a Reverse Mortgage Processor to our first-class Operations Team LBF is seeking a qualified Reverse Mortgage HECM & Proprietary Processor. The Processor gathers initial loan file documents, completes pre-review to ensure all documents to qualify borrower are complete and entered into the LOS systems and submits file to Underwriting. The Processor must be able to review approval conditions submitted for accuracy and clear as needed or submit to Underwriting in a timely manner. Professional communication, verbal and written, is a must requirement. Once the file is cleared for close by the Underwriter, the Processor is responsible for final review of data prior to closing department. This position can be located in our Paramus or Houston office, be hybrid or remote. Primary Responsibilities: • Process applications from submission, to underwriting and closing, • Communicate daily with loan officers, borrowers, underwriters, closers, AMCs, and title companies, • Reviewing, uploading, organizing, and labeling of file documentation into loan imaging system, • Analyze Credit, income, tax returns, asset documents and payment history, • Clearing loan conditions for final loan approval, • Other duties and/or mortgage or company related tasks as assigned by Management, • Ensure confidentiality of client files, • The employee must work well under pressure, meeting multiple and sometimes competing deadlines., • At all times, the Processor must demonstrate professional behavior with colleagues’ management and customers, • Must be able to work independently and also as part of a team, • Strong customer service and communication skills are a must Qualifications • Minimum 3 years FHA Processing experience preferred, • Must have reverse processing experience, • Strong understanding of regulatory compliance as it relates to mortgage lending: TILA, RESPA, Reg B, Reg C, etc., • Ability to exercise independent judgment and use problem-solving skills. Handle multiple tasks and prioritize workloads to meet deadlines., • Work independently with exceptional attention to detail., • Excellent communication skills and professional interaction with all customers (internal and external)., • Detail oriented and highly motivated to work in a fast-paced environment., • Proficient computer skills required (Word, Excel, Outlook) Additional Information • Full benefits, • 401(k) with company match, • Paid time off, • Working in a growing and dynamic industry, • LBF is an EEO/AA/Vet/Disabled Employe, • Please note that salaries that are estimated on various job sites may not reflect the actual compensations. Job sites, set the estimated salary, not Longbridge Financial.

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 DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement DO NOT APPLY UNLESS YOU ARE TRULY COMMITTED TO BECOMING SUCCESSFUL. WE ARE LOOKING FOR THE BEST OF THE BEST. Watch this video before filling out our form: WATCH VIDEO COMPANY: ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. Our Market Service Agreements (MSAs) with Keller Williams and LIV Realty in Orlando exemplify our strategic partnerships and commitment to excellence. We offer a systematic digital experience with our proprietary Roadmap to Home Ownership, powered by advanced AI technology, to assist with your financial needs. Our AI system provides direction and clarity, while our licensed Mortgage Loan Originators guide clients through every step of the process. WHY JOIN US? • Wholesale Mortgage Lender with Competitive Rates**, • Proprietary AI Mortgage Solutions Roadmap to Homeownership**, • Same-Day Approval Process**, • 14-Day Close (Submission to CTC)**, • Access to over 30 Lenders, Banks, Non-Qualified Lenders, Private Money, and Hard Money options**, • Aggressive Compensation Plan**, • Access to TAG TEAM NATION Marketing Machine and Virtual Assistants**, • Company-Discounted Licensing Renewals & Continuing Education**, • Ongoing Personal and Group Training, Robust Learning Management System**, • Featured in Top Publications like Yahoo Finance and Scotsman Guide** Our licensed Loan Officers receive accounts, Realtor referrals, and leads through advanced AI technology and marketing channels. They operate in a direct sales environment, engaging with clients nationwide, building relationships, analyzing financial situations, and selecting the best products to meet their needs in a dynamic, high-call volume setting. While we support Loan Officers by building their database of Realtors and organizing their portfolios, we also expect them to proactively generate their own business. RESPONSIBILITIES: • Follow our playbooks, and weekly schedules (Proprietary to our company), • Determine the best product for the client, lock the loan at the point of sale, and submit a preliminary paperless loan package., • Collaborate with several administrators and a designated underwriter to oversee work., • Focus on new loan originations while processors work on the loan., • Ensure 14-day close requirements and stipulations are met., • Manage Conventional, VA, FHA, USDA, and other loan types. REQUIREMENTS: • Current, valid NMLS license or appointment in good standing.**, • Minimum two years of sales experience and two years as a Mortgage Loan Originator.**, • If newly licensed, a minimum of five years of sales experience and willingness to undergo a month of training.**, • Flexibility to work approximately 40-45 hours per week.**, • Strong phone presentation skills and ability to build client relationships.**, • Experience with CRM/CMS systems, preferably HubSpot.**, • Ability to make sound judgments on credit decisions, funding, and post-close issues.**, • Excellent communication, interpersonal, and organizational skills.** SELECTION PROCESS: • Phone conversation with our Recruiter**, • Assessment**, • Zoom interview with a Team Leader and Administrative Staff**, • Final interview with the CEO** TRAINING: • Monday to Friday: 8:00 am to 6:00 pm**, • Saturday: 9:00 am to 1:00 pm**, • Closed Sundays and Holidays** SUPPLEMENTAL PAY: • W-2 only**, • Base and/or commission pay depending on the legal position** APPLY NOW! Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level! Flexible work from home options available.

Job DescriptionJob Description: We are seeking a Lifecycle Marketing Manager to own and scale our Email and SMS marketing programs across the full customer journey—from lead generation to retention and re-engagement. This role will be a key player in our marketing function, partnering closely with Sales, Finance, and Media to deliver high-conversion, customer-centric communications at scale. The ideal candidate is data-driven, highly organized, and motivated to build automated systems that drive growth. Key Responsibilities: Campaign Strategy & Execution • Build, launch, and manage email and SMS campaigns across the lifecycle funnel, • Develop segmentation strategies to personalize communication by customer stage, • Create nurture sequences, drip campaigns, re-engagement efforts, and transactional flows Cross-Functional Collaboration • Align with Sales on lead engagement strategies and marketing-to-sales handoff, • Work with Paid Media to ensure cohesive messaging across pre- and post-click experiences, • Partner with Analytics to measure performance and inform campaign iteration Optimization & Growth • Analyze funnel metrics and customer behaviors to inform A/B testing and message optimization, • Maintain and improve marketing automation workflows, • Test offers, messaging, and cadences to increase conversion and customer lifetime value Qualifications: • 3+ years of experience in lifecycle, CRM, or retention marketing, • Hands-on expertise with marketing automation platforms (e.g., Klaviyo, Hubspot, Salesforce Marketing Cloud), • Strong copywriting ability with a customer-centric voice, • Analytical mindset with comfort interpreting campaign data and KPIs, • Experience working cross-functionally with sales, media, and finance teams, • Strong organizational skills and the ability to manage multiple initiatives simultaneously Preferred Qualifications: • Experience in real estate, lending, financial services, or education, • Prior success building multi-touch journeys across marketing channels, • Familiarity with customer value modeling or LTV analysis, • Someone looking for a great company with great people—a team you can be proud of, • Someone looking for a home, a place to grow professionally, and build a career of meaning and mastery, • A rare individual who strives to become elite at their craft, continuously improving and pushing themselves to get better every day Compensation: • Salary Range Starting (based on experience): $75,000, • Bonus: 10% (Target), • Healthcare: Offered with generous contribution

Job Description Job summary: • Complete various portfolio customer action requests including but not limited to deferments, subordination agreements, collateral releases, assumptions, restructures, and work-outs., • Complete various reports; Annual Reviews, Semi-Annual Reviews,, • Evaluate customer modification requests to determine best strategy to restructure credit and avoid default/liquidation, in accordance with both internal Policy and Procedures and SBA SOP 50 57., • Analyze financial statements for Small Business and companies with revenues typically less than/up to $5 million., • Evaluate credit history, prepare pro-forma statements, projections, and evaluate management performance., • Prepare credit analysis for Small Business loans, SBA loans, and conventional credits, • Continue to improve individual performance, with a goal of processing 9-12 actions a month, • Improve quality of credit analysis as needed., • Respond to external customer emails, correspondence and phone calls in a timely manner (24-48 hours.), • Respond to management requests in a timely manner.. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Education and/or Experience: • Bachelor’s degree in Finance, Accounting preferred., • Knowledge of the SBA rules and regulations, particularly the SBA SOP 50 57., • Strong credit skills., • Leadership and motivational skills, good written and verbal communication skills, decision-making and analytical skills and ability to work well under pressure., • Operate other standard office equipment; type accurately at a speed necessary to meet the requirements of the position; organize work, set priorities and exercise sound independent judgment within established guidelines; interpret, apply, explain and reach sound decisions., • Ability to read and comprehend instructions, short correspondence, and memos., • Ability to write simple correspondence., • Ability to write basic routine reports and correspondence., • Ability to interact effectively with management, other employees, customers, and representatives from other organizations., • Diplomacy in dealing with internal and external clients., • Strong credit skills required., • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form., • Ability review information and solve problems quickly., • Strong ability to manage time. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to use hands to finger, handle, or feel; reach with hands and arms; talk and hear; and sit. The employee is sitting on a regular basis and occasionally required to stand and walk. Specific vision ability required by this job includes close vision, ability to adjust focus, and color vision. The employee may occasionally lift and/or carry up to 15 pounds. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. While performing the duties of this job, the employee works in a standard office environment where the noise level is quiet to moderate with interruptions and demands from others for documents, information, etc. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.

Job Description Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Risk Advisory Services practice, we have an excellent opportunity for a Senior Associate (Financial/Operations) to join our team providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory and business complexity continues to increase, so has the need for specialized knowledge and focus. We have organized our firm to achieve that goal, providing our clients with deep knowledge, expertise and approaches in Regulatory Compliance, Internal Audit, Enterprise Risk Management, Technology Risk Management, and Operations and Process Improvement. While this role will require occasional travel to support the onsite needs of our clients, it provides hybrid flexibility to candidates in proximity to multiple offices within our footprint as well as remote options for candidates with commutable proximity to the Tri-State (NY/NJ/CT) area. If you are a current public accounting professional or internal bank auditor seeking an opportunity for career growth within a firm committed to investing in the power of the individual, keep reading. As a Senior Associate, you will: Work individually or as part of a team on executing client engagements with the support of a strong leadership team and professional peers committed to providing high-quality client service. Day-to-day tasks will include assessing the design and effectiveness of internal controls and performing risk reviews and assessments across key finance and operational areas, while actively monitoring assignments to ensure that they are progressing according to the allotted budget and timeframes. Professionals at this level will be entrusted to maintain ongoing client relationships, ensuring client satisfaction with engagements by providing value and encouraging and promoting additional services as needed. Typical engagements will be conducted for key areas including, but not limited to: • Lending, • Deposits, • Asset Liability Management (ALM)/Interest Rate Risk (IRR) and Liquidity, • Investment and Borrowings, • Allowance for Credit Losses (ACL), • Accounting and Reporting (Finance), • Trust Operations, • FDICIA/SOX What you bring to the role: • Bachelor’s degree in accounting, finance or related business field of study, • Relevant professional certification complete/in-process (i.e. CIA, CFSA, CBA, CPA, CFE), • Minimum of 2+ years of related professional services or internal audit experience within a community bank/credit union (typical asset size $500M - $20B), • Familiarity with applicable federal and state regulations, • Demonstrated analytical and time management skills as well as the ability to thrive within an entrepreneurial environment, • Outstanding relationship management, written and verbal communication, as well as presentation skills, • Strong working knowledge of Microsoft PC software and applications, • Ability to travel to client sites as needed, expected up to 20-25% What we offer you: • Our shared values that foster inclusion and belonging include uncompromising integrity, collaboration, trust, and mutual respect, • The opportunity to innovate and do work that motivates and engages you, • A collaborative environment focused on enabling you to further your career growth and continuous professional development, • Competitive compensation and a total rewards package that focuses on all aspects of your wellbeing, • Flexibility to do impactful work and the time to enjoy your life outside of work, • Opportunities to connect and learn from professionals from different backgrounds and with different cultures Pay Range: $78,012 to $116,200 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. No Agency Candidates Please #LI-SG1 #LI-Hybrid

Job Description Ranked among the largest accounting and consulting firms in the country and consistently recognized as a Great Place to Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our clients. At Cherry Bekaert we create shared success through teamwork, energy, and expertise. We approach today’s toughest business challenges with a client-first mindset, working together to create exceptional value. We are all committed to making a difference for our people, our clients, our community, and our professions. To meet this commitment, Cherry Bekaert will provide you with the space to pursue growth and development opportunities that will guide and support you at each stage of your personal and professional journey. In support of our growing Risk Advisory Services practice, we have an excellent opportunity for a Senior Associate (Consumer Compliance) to join our team providing internal audit, regulatory compliance and risk management services to banks and financial institutions. As the level of regulatory and business complexity continues to increase, so has the need for specialized knowledge and focus. We have organized our firm to achieve that goal, providing our clients with deep knowledge, expertise and approaches in Regulatory Compliance, Internal Audit, Enterprise Risk Management, Technology Risk Management, and Operations and Process Improvement. While this role will require occasional travel to support the onsite needs of our clients, it provides hybrid flexibility to candidates in proximity to multiple offices within our footprint as well as remote consideration for ideal candidates. If you are a current public accounting professional or internal bank auditor seeking an opportunity for career growth within a firm committed to investing in the power of the individual, keep reading. As a Senior Associate, you will: Work individually or as part of a team on executing client engagements with the support of a strong leadership team and professional peers committed to providing high-quality client service. Day to day tasks will include assessing the design and effectiveness of internal controls and performing risk reviews and assessments for an array of consumer and regulatory compliance areas, while actively monitoring assignments to ensure that they are progressing according to the allotted budget and timeframes. Professionals at this level will be entrusted to maintain ongoing client relationships, ensure client satisfaction on engagements by providing value and encourage and promote additional services as needed. Typical engagements will be conducted for key areas including, but not limited to: • Unfair, Deceptive, or Abusive Acts or Practices (UDAAP), • Truth in Lending Act (TILA), • Home Mortgage Disclosure Act (HMDA), • Community Reinvestment Act (CRA), • Real Estate Settlement Procedures Act (RESPA), • Fair Debt Collection Practices Act (FDCPA), • Servicemembers Civil Relief Act (SCRA), • Military Lending Act (MLA), • Electronic Fund Transfer Act (EFTA), • Expedited Funds Availability Act (EFA), • Truth In Savings Act (TISA) What you bring to the role: • Bachelor’s degree in accounting, finance or related business field of study, • Relevant professional certification complete/in-process (i.e. CIA, CFSA, CBA, CPA, CFE, CAMS), • Minimum of 2+ years of related professional services or internal audit experience within a community bank/credit union (typical asset size $500M - $20B), • Familiarity with applicable state and federal regulations, • Demonstrated analytical and time management skills as well as the ability to thrive within an entrepreneurial environment, • Outstanding relationship management, written and verbal communication, as well as presentation skills, • Strong working knowledge of Microsoft PC software and applications, • Ability to travel to client sites as needed, expected up to 20-25% What we offer you: • Our shared values that foster inclusion and belonging include uncompromising integrity, collaboration, trust, and mutual respect., • The opportunity to innovate and do work that motivates and engages you., • A collaborative environment focused on enabling you to further your career growth and continuous professional development., • Competitive compensation and a total rewards package that focuses on all aspects of your well-being., • Flexibility to do impactful work and the time to enjoy your life outside of work., • Opportunities to connect and learn from professionals from different backgrounds and with different cultures. Pay Range: $78,012 to $116,200 About Cherry Bekaert Cherry Bekaert, ranked among the largest assurance, tax and advisory firms in the U.S., serves clients across industries in all 50 U.S. states and internationally. For more details, visit Cherry Bekaert provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, national origin, citizenship status, protected veteran status, disability status, or any other category protected by applicable federal, state or local laws. contains further information regarding the firm's compliance with federal, state and local recruitment and hiring laws. This role is expected to accept applications for at least five calendar days and may continue to be posted until a qualified applicant is selected or the position has been cancelled. Candidates must demonstrate eligibility to work in the United States. Cherry Bekaert will not provide work sponsorship for this position. Cherry Bekaert LLP and Cherry Bekaert Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at and follow us on LinkedIn, Glassdoor, Instagram, Twitter and Facebook. © 2025 Cherry Bekaert. All Rights Reserved. No Agency Candidates Please #LI-SG1 #LI-Remote

Job Description Summary Conducts complex credit investigations and analyzes credit information pertaining to commercial loans in order to evaluate the credit worthiness of commercial clients. Prepares credit memorandum and packages for presentation to loan officers or committees. Provides guidance to credit analyst and assistance to loan officers as needed. Completes annual credit file reviews on existing loans in pipeline and assigns a risk rating. Participates in special projects and provides assistance to loan officers as requested. Job Responsibilities: Credit Analysis and Development • Develops and analyzes credit information for use by lending officers or committees in the making of lending decisions on new, renewal, or extension loans., • Reviews all pertinent credit and financial information., • Analyzes financial statements and related material., • Prepares credit memorandum and determines credit-worthiness., • Investigates all available sources of credit and financial information and reviews agency reports., • Using a financial statement spreading program, prepares stand alone and global debt service calculations to determine the ability of the borrower and guarantors to pay the loan., • Verifies that all financial covenants and conditions have been met., • Performs annual file reviews., • Studies cash flow trends, performs stress testing and industry analysis to assess if there are any areas of concern or if a grade change is necessary., • Accompanies loan officers on customer meetings and site visits., • Bachelor’s degree in Business Administration, Accounting, Finance, or other related field required;, • Minimum of five (5) years experience as a Commercial Credit Analyst;, • Working knowledge and understanding of commercial loan products, policies, procedures and federal regulations;, • Strong aptitude for figures and accuracy;, • Proven problem solving, decision making, underwriting and analytical skills;, • Demonstrated knowledge of applied accounting and finance concepts as well as proficiency in performing detailed financial analyses;, • Ability to work independently, effectively, and efficiently under time constraints;, • Ability to prioritize and manage multiple assignments with good organizational and time management skills;, • Excellent written and verbal 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. This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionWelcome Home Mtg, LLC dba Welcome Home Mortgage 877-271-1703 Job Highlights • Candidates should have experience directly related to the Mortgage Industry, • Must have appropriate state license or certificate (varies by state), • Must have a thorough knowledge of pricing and underwriting requirements of various mortgage insurance companies, • Must have a working knowledge of credit underwriting and property eligibility requirements for FNMA, FHLMC, FHA, VA, local bonding programs and private investors, • Must be familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.), • Must have excellent communication skills and the ability to analyze financial information, • PAPERLESS!, • Training & Marketing, • Leads Provided (In-Office), • Originators to establish referral source relationships for a steady flow of loan volume from real estate brokers and other external sources, • Primary duty is to sell mortgage loans to customers, • Generate new business by building and maintaining relationships with realtors, real estate agents, title and escrow officers, financial advisers, CPAs, and other relevant professionals, • Regularly participate in mortgage sales including, but not limited to, attending closings and open houses, and conducting seminars and other lead-generating activities, • Take information from the borrower and fill out the loan application, • Develop relationships with referral partners such as realtors to generate new customers, • Analyze the prospective borrowers income and debt and pre-qualify the prospective borrower to determine the maximum mortgage that the prospective borrower can afford, • Counsel the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available, and demonstrating how closing costs and monthly payments would vary under each product, • Collect financial information (tax returns, bank statements) and other related documents that are part of the application process;, • Provide disclosures to the borrower, including truth in lending, good faith estimate, and others, • Counsel and advise the borrower in understanding and clearing credit problems, • Maintain regular contact with the borrower, realtors, and the lender, between application and closing to apprise them of the status of the application and to gather any additional information as needed, • Order legal documents Pay: $184,019.00 - $562,000.00 per year average 100% Commission Pay Benefits: • Dental insurance, • Employee discount, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Vision insurance Schedule: • Monday to Friday (Hybrid) Language: • Spanish (Preferred) License/Certification: • MLO LICENSE REQUIRED OR WILLING TO OBTAIN qiCPYOn7Pu

Job Description Summary: The BSA/AML Manager plays a key role in supporting the Bank’s compliance with the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Office of Foreign Assets Control (OFAC) regulations. This position ensures enterprise-wide adherence to regulatory requirements by overseeing the identification, investigation, and reporting of suspicious activity, facilitating ongoing risk assessments, and maintaining a comprehensive compliance structure across all business units, including digital banking. In collaboration with the VP, BSA & OFAC Officer, the Manager drives the development and execution of a quality control program designed to promote accuracy and effectiveness in transaction monitoring, investigations, and customer due diligence processes. The role involves conducting periodic reviews of the Bank’s product offerings, shaping policy standards, delivering compliance training at all levels, and providing leadership to ensure staff development aligns with the Bank’s long-term strategic objectives. The Manager also works with internal stakeholders to assess and mitigate financial crime risks associated with online and mobile banking channels, supports regulatory examinations and audits, manages a team of analysts, and actively contributes to the continual improvement of the Bank’s transaction monitoring systems and overall compliance program. Job Responsibilities: BSA / AML Activity Review & Supervision Responsibilities • Develops, evaluates, and oversees the Bank’s daily BSA/AML compliance activities, including but not limited to CTR filings, wire transfer reporting, W-8 BEN documentation, AML reporting, and the Customer Identification Program (CIP)., • Ensures timely and accurate submission of all required regulatory reports and notices., • Conducts periodic departmental reviews to verify adherence to applicable policies and procedures., • Serves as the Bank’s approved 314(b) point of contact, facilitating appropriate information sharing with external institutions., • Reviews and monitors suspicious activity across consumer and commercial accounts; coordinates with branch personnel, departments, and the BSA team, and collaborates with the Fraud Officer on reportable fraud and account activity., • Supports the VP, BSA & OFAC Officer in preparing key reports and assessments, including the annual BSA Board Report, BSA Risk Assessment, OFAC Risk Assessment, and Annual Money Laundering Report (MLR), along with all related reports provided to the Board and Senior Management., • Compiles and maintains annual statistical data required in the Bank’s written BSA policy., • Conducts research and provides insight to support the risk rating of BSA-related products and services., • Assists in designing and implementing mitigating controls for higher-risk products and customer categories., • Serves as backup to the VP, BSA & OFAC Officer in delivering annual BSA training to all Bank personnel, including the Board of Directors, Senior Management, Retail, Operations, and Lending teams., • Develops role-specific training programs by incorporating case studies, industry publications, and SAR trend analyses to highlight emerging money laundering tactics., • Offers ongoing support and guidance to Bank staff on interpreting and applying federal BSA/AML regulations and internal compliance protocols., • Assists the VP, BSA & OFAC Officer in preparing for and responding to internal audits, independent assessments, system validations, and regulatory examinations., • Designs and maintains comprehensive scorecards to monitor and evaluate quality control metrics across BSA compliance activities., • Analyzes scorecard results to identify performance trends and pinpoint areas requiring improvement to strengthen overall compliance effectiveness., • Develops and reports key risk indicators (KRIs) that help measure compliance performance and operational risk exposures., • Conducts annual AML software parameter testing and analysis to ensure alert thresholds remain appropriate, along with semi-annual system validations to verify accurate mapping and data integrity., • Stays current on developments and changes in BSA/AML regulations and communicates relevant updates to appropriate Bank personnel., • Communicates emerging compliance trends and risk indicators to Senior Management to inform strategic decision-making., • Reviews and monitors OFAC screening processes to ensure compliance with sanctions regulations, investigates potential matches, documents findings, and confirms appropriate resolution steps are taken., • Bachelor's degree, • Certified Anti-Money Laundering Specialist (CAMS) certification required, or an equivalent designation., • 5 years of progressive experience in BSA/AML and OFAC compliance within a financial institution., • 2 years in a supervisory or managerial capacity within a BSA/AML compliance department., • Demonstrated expertise in managing investigations, SAR filings, and OFAC screening resolution, with a strong record of team leadership and development., • Comprehensive understanding of the Bank Secrecy Act (BSA), USA PATRIOT Act, OFAC sanctions programs, FinCEN guidance, and relevant federal and state regulations., • Working knowledge of the FFIEC BSA/AML Examination Manual and corresponding regulatory expectations., • Proven ability to design and implement quality control frameworks and compliance procedures., • Familiarity with AML risks associated with digital banking platforms., • Experience supporting or leading internal audits, regulatory examinations, and independent reviews., • 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.

Job Description JOB DESCRIPTION Job Title VP & C&I RELATIONSHIP MANAGER Department Commercial & Industrial Lending Reports to (Title) VP & DIRECTOR, C&I LENDING Job Code E-18 BASIC FUNCTION Responsible for generating C&I business by focusing on developing new business relationships and a strong referral network – specifically with accountants, public agencies, attorneys, and Chambers of Commerce. MAJOR RESPONSIBILITIES • Cultivates referrals from branch network for business-related products and services. Participates in meetings of branch offices to enlist their consistent support and heightened awareness of new products and services., • Prospects for new business customers via networking, cold-calling and telemarketing. Successfully develops new business and manages relationships to retain business over the long-term., • Makes telephone and personal calls and presentations to customers and potential customers., • Tracks and reports sales results on a monthly basis., • Supports Branch business development activities., • Insures the profitability and credit quality of the portfolio in accordance with SSB’s credit policy., • Manages the day-to-day credit process, including credit write-ups, customer inquiries, and deal structures. Gathers financial information, prepares loan proposals, and manages several aspects of the underwriting function., • Monitors quality of existing accounts. Verifies that potential loans conform to policy. Ensures that necessary documentation is completed and requests additional data as needed. Confers with superiors on difficult or sensitive issues., • Ensures strong, effective market share of the products and services by providing direction and information on the products and applications and related services., • Keeps abreast of the products, applications, technical service, market conditions, and competitive activities., • Performs other duties as required. JOB REQUIREMENTS Education: College Degree; or a combination of education and experience equivalent to an undergraduate degree. Experience: Minimum of 3 years C&I lending experience required. Excellent verbal/written communication skills. Capability of working independently in a fast-paced and changing environment. Good organizational and sales skills to facilitate and cultivate all leads. Credit and risk analysis skills required – with a working knowledge of various financing options. Goal oriented individual – displaying self-motivation and initiative. Excellent teamwork skills required. Basic knowledge of word processing and spreadsheet software required. Strong customer service skills required. Benefits • Holidays, • Vacation, • Health/Dental, • Vision Service Plan, • Short Term Disability, • Long Term Disability, • Life Insurance, • Flexible Spending Accounts, • 401k Savings Plan, • Tuition Reimbursement, • Employee Assistance Program, • Free Employee Checking Account

Job Description Summary: A Commercial Lender (C&I) at Columbia Bank is responsible for bringing in new business relationships and analyzing commercial loans of varying complexity and dollar size. This position works directly with teams of lenders and commercial credit analysts to address loan renewals, modifications and occasionally approve new loans; recommends loans for approval within established guidelines and lending policies; maintains portfolio of existing customer relationships and supports a team of commercial lending officers; and, assists higher level loan officers with larger loans and general loan portfolio management tasks. Job Responsibilities: • Interviews loan applicants. Analyzes financial and related data for credit worthiness and merits of loan requests. Establishes terms and recommends approval to senior management. Informs customers of Bank decisions. Maintain a complete and thorough understanding of Loan Policy, including all loan guidelines and exceptions. Review, understand and communicate issues within loan files to the Loan Officers for accuracy and correction of errors., • Responsible for coordinating the underwriting of credits, including risk rating assessment, covenant compliance testing, financial statement and collateral analysis. Cross sells Bank products and services., • Interacts with customers to maintain and enhance business relationships. Ensures that annual file reviews are completed in a timely manner. Deals directly with existing customers regarding line of credit renewals as well as modifications of existing loans. Provide close contact with clients to establish, deepen, and retain relationships; reach corporate objectives., • Monitors delinquencies and evaluates problem loans. Negotiates with customers and offers restructure recommendations for problem loans or recommends legal collection action. Estimates final financial impact to the Bank., • Maintains a current knowledge of local and national economic, financial, political and legislative trends. Determines the possible impact on commercial lending activities., • Bachelor’s degree required. Master's degree desirable., • Minimum of 7 years of Commercial Loan experience. Please note that we segment our lending and are looking for lenders to focus on Commercial & Industrial Loans (C&I)., • Certified by a formal credit program or have participated in a bank sponsored credit program, • Experience and use of Financial Analysis software preferred., • Excellent customer service skills., • Excellent verbal and written communications skills, including the skills necessary to deal tactfully and professionally with customers, employees, senior management, auditors and regulators., • Knowledge of and the ability to use current technology proficiently., • Good organizational skills, a high level of accuracy and strong attention to detail., • Effective time management and the ability to work independently in a team environment., • 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. This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement DO NOT APPLY UNLESS YOU ARE TRULY COMMITTED TO BECOMING SUCCESSFUL. WE ARE LOOKING FOR THE BEST OF THE BEST. Watch this video before filling out our form: WATCH VIDEO COMPANY: ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. Our Market Service Agreements (MSAs) with Keller Williams and LIV Realty in Orlando exemplify our strategic partnerships and commitment to excellence. We offer a systematic digital experience with our proprietary Roadmap to Home Ownership, powered by advanced AI technology, to assist with your financial needs. Our AI system provides direction and clarity, while our licensed Mortgage Loan Originators guide clients through every step of the process. WHY JOIN US? • Wholesale Mortgage Lender with Competitive Rates**, • Proprietary AI Mortgage Solutions Roadmap to Homeownership**, • Same-Day Approval Process**, • 14-Day Close (Submission to CTC)**, • Access to over 30 Lenders, Banks, Non-Qualified Lenders, Private Money, and Hard Money options**, • Aggressive Compensation Plan**, • Access to TAG TEAM NATION Marketing Machine and Virtual Assistants**, • Company-Discounted Licensing Renewals & Continuing Education**, • Ongoing Personal and Group Training, Robust Learning Management System**, • Featured in Top Publications like Yahoo Finance and Scotsman Guide** Our licensed Loan Officers receive accounts, Realtor referrals, and leads through advanced AI technology and marketing channels. They operate in a direct sales environment, engaging with clients nationwide, building relationships, analyzing financial situations, and selecting the best products to meet their needs in a dynamic, high-call volume setting. While we support Loan Officers by building their database of Realtors and organizing their portfolios, we also expect them to proactively generate their own business. RESPONSIBILITIES: • Follow our playbooks, and weekly schedules (Proprietary to our company), • Determine the best product for the client, lock the loan at the point of sale, and submit a preliminary paperless loan package., • Collaborate with several administrators and a designated underwriter to oversee work., • Focus on new loan originations while processors work on the loan., • Ensure 14-day close requirements and stipulations are met., • Manage Conventional, VA, FHA, USDA, and other loan types. REQUIREMENTS: • Current, valid NMLS license or appointment in good standing.**, • Minimum two years of sales experience and two years as a Mortgage Loan Originator.**, • If newly licensed, a minimum of five years of sales experience and willingness to undergo a month of training.**, • Flexibility to work approximately 40-45 hours per week.**, • Strong phone presentation skills and ability to build client relationships.**, • Experience with CRM/CMS systems, preferably HubSpot.**, • Ability to make sound judgments on credit decisions, funding, and post-close issues.**, • Excellent communication, interpersonal, and organizational skills.** SELECTION PROCESS: • Phone conversation with our Recruiter**, • Assessment**, • Zoom interview with a Team Leader and Administrative Staff**, • Final interview with the CEO** TRAINING: • Monday to Friday: 8:00 am to 6:00 pm**, • Saturday: 9:00 am to 1:00 pm**, • Closed Sundays and Holidays** SUPPLEMENTAL PAY: • W-2 only**, • Base and/or commission pay depending on the legal position** APPLY NOW! Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level! Flexible work from home options available.

Job DescriptionAbout Us: Brick City Capital is a premier business purpose lender specializing in DSCR (Debt Service Coverage Ratio) loans for residential and mixed-use investment properties. As the lending platform of Leverage Companies, we provide fast, flexible capital to real estate investors backed by institutional-grade underwriting, servicing, and operational excellence. Our mission is to create millionaires through real estate by delivering certainty of execution and world-class borrower experiences. Backed by the TLC Opportunity Debt Fund and institutional capital partners, we are scaling rapidly and building a best-in-class lending platform that serves the next generation of real estate entrepreneurs Job Description: We are seeking a Collateral Analyst to support the secure and accurate movement of loan collateral throughout the full lifecycle of our DSCR loans—from origination through funding, warehouse, and final investor sale. This role will track, validate, and reconcile loan documents and pledged collateral across multiple counterparties, ensuring compliance, minimizing risk, and maintaining a high standard of operational excellence. The ideal candidate is a meticulous document tracker, systems thinker, and operational problem-solver who understands how critical clean, complete, and timely collateral is to the health of our lending platform. Key Responsibilities: Collateral Tracking & Documentation • Monitor and manage the movement of collateral and loan documents throughout the loan lifecycle (origination, funding, warehousing, investor sale), • Track key collateral items—such as mortgage notes, assignments, title policies, and insurance docs—ensuring they are accurate, complete, and received on time, • Maintain real-time visibility into collateral status across all counterparties including borrowers, warehouse banks, custodians, and investors Data Reconciliation & Compliance • Reconcile collateral records in internal systems (e.g., LOS, SharePoint) with warehouse and investor data, • Identify and resolve missing or deficient documents before settlement deadlines, • Ensure ongoing compliance with warehouse facility terms and investor eligibility criteria Cross-Functional Collaboration • Partner with Closing, Post-Closing, Capital Markets, and Legal teams to streamline document flows and reduce friction, • Support internal reporting and audits related to collateral, investor packages, and documentation trails, • Contribute to the development of operational processes that reduce risk and improve execution Reporting & Risk Oversight • Prepare regular reports on document exceptions, collateral completeness, and pipeline status, • Support valuation, mark-to-market, and investor readiness workflows as needed, • Assist in assembling data tapes and supporting materials for loan sales and securitizations Qualifications: • 2+ years of experience in collateral management, post-closing, loan operations, or warehouse lending, • Strong understanding of real estate lending, particularly DSCR or business-purpose mortgages, • High attention to detail with a proactive mindset for spotting issues before they become problems, • Proficiency in Excel and loan origination or collateral tracking systems, • Excellent communication skills and ability to work cross-functionally Preferred Qualifications: • Familiarity with warehouse lending and capital markets operations, • Experience working with custodians, servicers, or institutional loan buyers, • Knowledge of legal and compliance requirements related to mortgage collateral, • Someone looking for a great company with great people—a team you can be proud of, • Someone looking for a home, a place to grow professionally, and build a career of meaning and mastery, • A rare individual who strives to become elite at their craft, continuously improving and pushing themselves to get better every day

Job Description Summary: The Commercial Compliance Analyst is responsible for ensuring that the Commercial Lending and Commercial Credit Departments comply with all pertinent laws and regulations, including but not limited to, the Home Mortgage Disclosure Act (HMDA), Community Reinvestment Act (CRA), and Regulation B: Equal Credit Opportunity Act (ECOA). As a first line of defense, the Commercial Compliance Analyst is responsible for HMDA and CRA data collection and integrity as well as the monitoring and testing of compliance with commercial lending regulations. Keeps up to date with subject regulations and adheres to all bank policies, procedures, and regulatory requirements. Job Responsibilities: Regulation B Compliance • Monitors underwriting processing timelines through the development and review of weekly Regulation B reports, • Identifies loan transactions that are reaching the maximum allowable time for underwriting and communicates with the respective personnel in commercial credit and lending to ensure compliance with processing time requirements., • Reviews loan information outlined in commercial credit approval memos and corresponding worksheets to ensure that the loans are reportable under the Home Mortgage Disclosure Act and Community Reinvestment Act. Confirms that all data in the corresponding worksheets is accurate., • Develops and implements first line of defense transaction testing to self-identify potential issues, • Performs transaction testing on a sample of loans to ensure compliance with regulatory requirements and internal procedures., • Develops reports to summarize monthly transaction testing results to management. Makes recommendations to enhance departmental procedures., • Tracks exceptions through the development and issuance of issue management reports to management., • Develops and maintains policies and procedures related to first line commercial compliance monitoring and testing., • Remains current on regulations impacting commercial lending related activities, • Performs other job-related duties as assigned. Job Requirements: • Bachelor’s Degree;, • Three or more years of regulatory compliance related experience as it pertains to residential, consumer and/or commercial lending;, • Strong attention to detail, accuracy, and adherence to deadlines;, • Ability to adopt and leverage new technology;, • Excellent verbal, written and interpersonal communication skills;, • Strong analytical skills;, • Proficiency in Microsoft Excel;, • Must have knowledge of all regulations that apply to Commercial Lending, including, but not limited to:, • Regulation C - HMDA, • Regulation BB - CRA, • Small Business, • Community Development, • Regulation H - Flood, • Regulation B - ECOA, • Adverse Action, • 30-day rule, • Regulation V – FCRA & Identity Theft Red Flags, • Servicemembers Civil Relief Act, • Bank Secrecy Act Columbia Bank offers the following benefits: • 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. This role is eligible for a hybrid schedule; 3 days in the office and 2 days work from home based on business need. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job DescriptionCompany Description At Longbridge, ( LBF) we love seniors and we’re passionate about helping them unlock the power of one of their greatest assets—their home equity. As a leading provider of home equity solutions for seniors, we’re committed to helping older homeowners make the most of what they’ve worked hard to build, so they can live the retirement they imagined. And we don’t just do it well, we do it really well. With an “Excellent” rating on Trustpilot and over a thousand customer testimonials, we’ve earned a reputation for making it easy and stress-free to access home equity—with guidance every step of the way. But it’s not just our customers who love us—our team does, too! We’ve been named a Great Place to Work® three years in a row because we believe that when people enjoy what they do and where they do it, everyone wins. Why Longbridge? At Longbridge, we don’t just offer jobs, we offer careers that grow with you. Here’s why you’ll love being part of our team: • Grow With Us – We’re big believers in investing in our people. From top-notch training to clear career paths, we support your professional growth every step of the way. Plus, we love promoting from within—because when you succeed, we all do., • A Culture That Clicks – We work hard, but we have fun doing it! Whether it’s team-building events, friendly competitions, or just an atmosphere of open communication and collaboration, we make sure work feels less like “just work.” Job Description Marketing Manager, Retention & Customer Lifecycle Marketing, this newly created role will be a strategic leader within LBF, responsible for developing, implementing, and optimizing a holistic customer retention and loyalty program across the entire mortgage lifecycle. The ideal candidate will champion customer lifetime value (CLV) by leveraging deep data insights, personalized communication strategies, and innovative programs designed to significantly reduce churn, drive repeat business (e.g., refinances), and cultivate unparalleled customer satisfaction. This role requires a proven leader with extensive experience in the mortgage or financial services industry, strong analytical capabilities, and a passion for building lasting customer relationships. Key Responsibilities: • Strategic Vision & Ownership:, • Define, own, and continually evolve the comprehensive customer retention strategy and roadmap for Longbridge, aligning it with overall business objectives and revenue targets., • Identify key opportunities for growth in CLV and proactively mitigate risks of customer attrition across various loan types and stages., • Advanced Customer Segmentation & Personalization:, • Lead the development and refinement of sophisticated customer segmentation models utilizing behavioral data, demographic insights, mortgage product types, and predictive analytics to enable highly targeted and relevant marketing efforts., • Drive the personalization of content, offers, and communication across all touchpoints to enhance customer engagement and perceived value., • Lifecycle Marketing Excellence:, • Design, implement, and manage end-to-end customer lifecycle marketing programs (e.g., post-closing welcome, mid-loan nurturing, rate-watch programs, maturity/refinance opportunities)., • Ensure a seamless, integrated, and valuable customer experience across all stages of their mortgage journey., • Churn Prediction & Prevention:, • Utilize advanced analytics to identify early indicators of customer churn and develop proactive, data-driven strategies and interventions to retain at-risk customers., • Implement and optimize win-back campaigns and recovery programs to re-engage lapsed or dissatisfied customers., • Multi-Channel Campaign Leadership:, • Oversee the strategic planning, execution, and optimization of multi-channel retention campaigns, including but not limited to email, SMS, direct mail, web personalization, and coordination with outbound calling efforts., • Ensure consistent brand messaging and customer experience across all channels., • Content Strategy & Development:, • Guide the development of high-value, educational, and engaging content that resonates with existing customers, covering topics like refinancing options, HELOCs, homeownership tips, financial wellness, and company updates., • Collaborate with content creators to ensure messaging is compelling and effective., • Performance Analysis & Optimization:, • Define, track, and report on key retention KPIs such as retention rate, churn rate, repeat business rate, Customer Lifetime Value (CLV), Net Promoter Score (NPS), and Customer Satisfaction (CSAT)., • Conduct in-depth analysis of campaign performance, customer behavior, and market trends to derive actionable insights and inform continuous optimization., • Champion a culture of A/B testing and experimentation to maximize campaign effectiveness., • Technology & Data Leverage:, • Be a power user and strategic owner of relevant marketing technology stacks, including CRM systems (e.g., Salesforce), marketing automation platforms (e.g., Marketing Cloud), and analytics tools., • Work closely with data teams to ensure data integrity, accessibility, and the development of predictive models., • Cross-Functional Collaboration & Influence:, • Act as a key liaison, collaborating closely with Sales, Servicing, Product Development, Data Analytics, Compliance, and Legal teams to ensure seamless customer experiences and integrated retention strategies., • Influence internal stakeholders and secure buy-in for retention initiatives, advocating for the customer's needs., • Market & Competitive Intelligence:, • Stay current with industry trends, emerging retention strategies, customer expectations, and competitor activities within the mortgage and broader financial services landscape. Qualifications • Proven, in-depth experience within the mortgage lending, mortgage servicing, or broader financial services industry. – This is a must have !, • Bachelor's degree in Marketing, Business Administration, Communications, or a related field. Master's degree (MBA) preferred., • 7+ years of progressive experience in marketing, with a concentration in specifically focused on customer retention, lifecycle marketing, or loyalty programs., • Demonstrated expertise in developing and executing data-driven retention strategies that have significantly improved customer loyalty and CLV., • Advanced proficiency with CRM platforms (e.g., Salesforce) and enterprise-level marketing automation platforms., • Strong analytical acumen with the ability to interpret complex data, identify trends, build business cases, and present actionable insights to executive leadership., • Exceptional written and verbal communication skills, including presentation abilities, with a proven track record of crafting compelling and clear narratives., • Expertise in customer segmentation methodologies and personalization at scale., • Strong project management skills with the ability to lead multiple complex initiatives concurrently in a dynamic, fast-paced environment., • Highly collaborative, proactive, and results-oriented with a deep passion for the customer experience. Additional Information • Full benefits, • 401(k) with company match, • Paid time off, • Working in a growing and dynamic industry, • LBF is an EEO/AA/Vet/Disabled Employe, • Please note that salaries that are estimated on various job sites may not reflect the actual compensations. Job sites, set the estimated salary, not Longbridge Financial. Important Note: When you click on a video, certain personal information may be sent to the video provider (such as YouTube, Vimeo, etc.). To learn more about our privacy practices, please review our company Privacy Notice.

Job DescriptionCompany Overview Our client is a dynamic financial services company dedicated to funding growth and innovation across a range of businesses. With a strong focus on expansion, franchising, and unique financial products the company empowers clients to secure successful, scalable futures. Position Overview Our client is seeking a visionary and execution-focused Chief Executive Officer (CEO) to lead a startup through a B2B factoring business. The ideal candidate is a strategic thinker with deep experience in financial services and thrives in early-stage or high-growth environments. Qualified candidates will play a pivotal role in shaping the company’s strategic direction, driving financial and operational performance, developing unique funding products, and building a world-class leadership team. Location: Newark, NJ Reports to: Group CEO Schedule: Hybrid Employment Type: Full Time Salary Range: $200,000 - $300,000 USD/Annually Benefits: Healthcare, 401(k), PTO, etc. Key Responsibilities • Define and execute the strategic vision and long-term growth plan., • Lead the company’s expansion into the B2B factoring market with innovative financial products., • Build, lead, and mentor high performing leadership teams across the business., • Develop and implement scalable operational systems and processes., • Secure and manage funding sources and financial partnerships., • Monitor and manage credit risk, client portfolios, and underwriting standards., • Foster a culture of innovation, transparency, accountability, and excellence., • Represent the company to clients, investors, partners, and the broader financial community., • Collaborate with the Group CEO and Board of Directors on strategic planning and performance reporting.Qualifications, • Proven track record of building and scaling early-stage financial services or fintech companies., • Demonstrated expertise in B2B financial products—factoring, invoice financing, revenue-based lending, or similar., • Ability to develop and execute go-to-market strategies and operational playbooks., • Experience leading cross-functional teams, including product, operations, sales, and credit., • Exceptional leadership, communication, and stakeholder management skills., • Ability to attract, retain, and lead top-tier talent. EEO Statement We are an Equal Opportunity Employer, and we do not discriminate on the basis of race, color, religion, gender, national origin, age, disability, or any other status protected by applicable law. We value and are committed to creating an inclusive environment for all employees. Please Note: Topaz HR is conducting this search on behalf of one of our clients. The employer's name will be disclosed during the interview process, and all hiring decisions will be made directly by the client. Powered by JazzHR VMXx13aqtE

Job DescriptionJob Highlights • Candidates should have experience directly related to the Mortgage Industry, • Must have appropriate state license or certificate (varies by state), • Must have a thorough knowledge of pricing and underwriting requirements of various mortgage insurance companies, • Must have a working knowledge of credit underwriting and property eligibility requirements for FNMA, FHLMC, FHA, VA, local bonding programs and private investors, • Must be familiar with local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.), • Must have excellent communication skills and the ability to analyze financial information, • PAPERLESS!, • Training & Marketing, • Leads Provided (In-Office), • Originators to establish referral source relationships for a steady flow of loan volume from real estate brokers and other external sources, • Primary duty is to sell mortgage loans to customers, • Generate new business by building and maintaining relationships with realtors, real estate agents, title and escrow officers, financial advisers, CPAs, and other relevant professionals, • Regularly participate in mortgage sales including, but not limited to, attending closings and open houses, and conducting seminars and other lead-generating activities, • Take information from the borrower and fill out the loan application, • Develop relationships with referral partners such as realtors to generate new customers, • Analyze the prospective borrowers income and debt and pre-qualify the prospective borrower to determine the maximum mortgage that the prospective borrower can afford, • Counsel the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available, and demonstrating how closing costs and monthly payments would vary under each product, • Collect financial information (tax returns, bank statements) and other related documents that are part of the application process;, • Provide disclosures to the borrower, including truth in lending, good faith estimate, and others, • Counsel and advise the borrower in understanding and clearing credit problems, • Maintain regular contact with the borrower, realtors, and the lender, between application and closing to apprise them of the status of the application and to gather any additional information as needed, • Order legal documents Pay: $184,019.00 - $562,000.00 per year average 100% Commission Pay Benefits: • Dental insurance, • Employee discount, • Flexible schedule, • Health insurance, • Life insurance, • Professional development assistance, • Vision insurance Schedule: • Monday to Friday Language: • Spanish (Preferred) License/Certification: • MLO LICENSE REQUIRED OR WILLING TO OBTAIN, • NMLS #2688555 7jHEDmBoj0

Job Description Creative Marketing Manager Location: Leverage HQ; Newark, NJ Employment Type: Full-time About Leverage Companies: Leverage Companies is a holding company focused on helping people unlock financial freedom through real estate and business ownership. Our three synergistic businesses - Deals to Dollars Academy (education), Leverage Homes (real estate wholesaling), and Brick City Capital (private lending) - work together to help everyday investors access opportunity, build wealth, and create lasting impact. Our Mission: Empower the next generation of entrepreneurs and investors by giving them the education, resources, and financial tools they need to succeed. About the Role: We are looking for a Content Designer to create high-performing visual assets that fuel our paid media and lifecycle marketing campaigns. You will work closely with our Performance Marketing Managers to bring creative concepts to life across paid social, video, static display, email, direct mail, and other customer-facing touchpoints. This role requires a customer-first mindset, quick thinking, and strong execution skills. We want someone who is not just a great designer but also thinks strategically about how creative assets drive engagement and conversions. Curiosity is key - you are always exploring new visual formats, creative hooks, and motion techniques that command attention in a noisy feed or inbox. You have a sharp eye for what stops the scroll and a willingness to test and iterate fast. Responsibilities: • Design and produce static and video assets for paid social, display, and direct mail campaigns, • Edit video clips for ads and email marketing purposes, • Create visually compelling assets for email marketing and lifecycle campaigns, • Translate briefs and concepts from Performance Marketing Managers into polished, high-converting creative, • Maintain and evolve creative templates, brand guidelines, and design systems across campaigns, • Collaborate closely with Marketing Managers to ensure assets align with customer needs and campaign objectives, • Move quickly from concept to execution, iterating based on performance data and feedback, • 2+ years experience in digital content design, with a strong portfolio showcasing paid media assets, • Mastery of Figma and other design tools (e.g., Adobe Creative Suite), • Ability to edit video for paid social, YouTube ads, and short-form marketing content, • Customer-first mindset - designs with user needs, attention, and behavior in mind, • Quick thinker and executor - able to rapidly develop, refine, and deliver high-quality creative, • Comfortable collaborating in a fast-paced, performance-driven environment, • Experience in real estate, lending, financial services, or education industries, • Background working with direct mail creative

Job Description About Futu US Inc.: Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the Team & Role: We are looking for a motivated and detail-oriented Operations Intern to join our team for an unpaid three month internship. This is an excellent opportunity for students with a data science or technical background to gain real-world experience in a dynamic and collaborative environment. What You’ll Learn: • Understanding the process of securities lending and borrowing, contract compare and reconciliation, corporate action, mark to market, and regulatory requirements. Liaise with the trading desk, custodians, and external brokers to ensure operational efficiency., • Applying Excel and third party systems in real-world business processes to solve problems and improve workflows., • Understanding how compliance and regulatory requirements impact daily operations and decision-making., • Collaborating with various team members across the Operations department in a rotational structure, allowing you to gain exposure to multiple functions and operational processes., • Supporting daily operational workflow with a strong focus on account verification and data integrity. Requirements What You Bring: • A student or recent graduate with a background in Finance, Economics, or a related field., • Familiarity with Excel (VLOOKUP and Pivot Tables), • Strong attention to detail and a proactive, solutions-oriented mindset., • Interest in learning about financial operations and how broker-dealers work., • Strong organizational and analytical skills., • A proactive, can-do attitude with a willingness to learn. Benefits • Gain firsthand knowledge of the security lending operations of a broker-dealer, • Enhance your proficiency in Excel and third party systems, • Learn about compliance and regulatory requirements, • Develop strong cross-functional communication skills, • Familiarize with financial transactions process

The Role The Risk Assessment and Testing Center of Excellence (CoE) is seeking a passionate and hardworking professional to join the team! You will help drive efficiencies in the testing of controls supporting multiple compliance programs by minimizing redundancy and identifying innovative use cases for leveraging testing. You will personify the Fidelity Leadership Principle Thinks and Works across Fidelity by collaborating with multiple Business Units, Risk, and Compliance groups. We have set standards for performing risk assessments & controls testing and assessing the adequacy and effectiveness of controls, compliance, and governance processes. This position within the CoE team is accountable for maintaining relationships with senior business leaders, leading all aspects of the timely execution of high-quality risk assessments, testing controls, identifying, and mitigating key risks, reporting key performance indicators, and driving innovation. The Senior Risk Manager will also play a key role in leading team initiatives. The Expertise You Bring · Bachelors’ Degree or equivalent with 7+ years of experience in financial services, risk management, audit, or compliance · Deep understanding of regulatory requirements applicable to registered investment advisers and registered investment companies · Understanding of alternative investment products, such as direct lending, crypto, and real estate a plus · Knowledge of investment management practices and strategies is a plus. · Confirmed problem solving, analytical, organizational, and project management skills · Demonstrated ability to lead working groups and maintain collaborative, working relationships internally with business partners · Thrive in a dynamic organization where priorities shift to respond to business needs · Advanced skills in Microsoft Office suite of applications, including Visio, Excel, and PowerPoint The Skills You Bring · You are accountable for delivering high quality results in an accurate and timely manner · You are skilled in documenting and maintaining end-to-end process flows · You are a strategic problem-solver who approaches work with an open mind and sense of creativity by challenging current practices and recommending improvements to mitigate risks and drive positive change · You possess the ability to build strong and expansive working relationships with internal business partners to inspire change, improve the efficiency and effectiveness of risk management processes · You have excellent verbal and written communication skills Note: Fidelity is not providing immigration sponsorship for this position The base salary range for this position is $89,000-$150,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide range of ___ to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. Risk

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. CRR also serves as an internal advisor to lending units and credit administration / risk management to identify, recommend and effect process changes re

Cross River is a highly profitable, fast-growing financial technology company powering the future of financial services.Our comprehensive suite of innovative and scalable embedded payments, cards, and lending products deliver financial services for millions of businesses and consumers around the glo

Job DescriptionBenefits: • Bonus based on performance, • Opportunity for advancement Were looking for individuals who are passionate about success and love engaging with people over the phone. If youre confident in your communication skills and ready to bring your best, wed love to hear from you! Watch this video before filling out our form: WATCH VIDEO COMPANY: ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. We offer a systematic digital experience through our proprietary Roadmap to Home Ownership, powered by advanced AI technology, providing clear financial direction and personalized support. Our licensed Mortgage Loan Originators are dedicated to guiding clients every step of the way. WHY JOIN US? • Wholesale Mortgage Lender with Competitive Rates, • Proprietary AI Mortgage Solutions (Roadmap to Homeownership), • Same-Day Approval Process, • 14-Day Close (Submission to CTC), • Access to Over 30 Lenders, including Banks, Non-Qualified Lenders, Private, and Hard Money options, • Aggressive Compensation Plan, • TAG TEAM NATION Marketing Machine and Virtual Assistants Support, • Company-Discounted Licensing Renewals & Continuing Education, • Ongoing Personal and Group Training with a robust Learning Management System, • Featured in Top Publications like Yahoo Finance and Scotsman Guide As a Mortgage Lead & Realtor Account Representative, you will manage inbound and outbound calls, engaging with clients and prospects nationwide. Utilizing cutting-edge AI technology and marketing tools, you will receive leads and inquiries, guide clients through their mortgage needs, and deliver essential information. Your role involves building and nurturing strong relationships, analyzing financial scenarios, and offering tailored solutions in a high-call-volume, fast-paced environment. While we provide leads and Realtor connections, we also encourage proactive efforts to grow your client base through exceptional service. Additionally, you'll be expected to attend open houses on weekends, with one weekend off per month. KEY RESPONSIBILITIES: (You Will Be Tested) • Handle High Call Volumes: Manage a significant number of inbound and outbound calls from clients across the country., • Time Management: Demonstrate exceptional time management skills (minimum 8/10 proficiency requiredyou will be tested)., • Provide Accurate Information: Offer clear, precise details on mortgage products and services., • Client Engagement: Build strong rapport by actively listening and addressing client needs effectively., • Mortgage Guidance: Assist clients with their mortgage inquiries, providing tailored solutions and options., • Team Collaboration: Work closely with sales and loan officer teams to ensure seamless communication and process flow., • CRM Proficiency: Utilize advanced CRM tools to maintain client records and follow up on leads efficiently., • Tech Savvy: Prove your technical proficiency in tools such as Slack, Arrive, HubSpot, Outlook, Birdeye, Box, and others (testing will be conducted)., • Customer Service Excellence: Actively contribute to business growth through outstanding customer service., • Follow-Up Skills: Adhere to company playbooks and weekly schedules; if follow-up is not an 8/10, do not apply., • Loan Structuring: Engage with clients to identify suitable mortgage products, lock loans at the point of sale, and submit preliminary paperless loan packages., • Compliance: Ensure adherence to 14-day close requirements and loan stipulations., • Current, valid NMLS license or appointment in good standing. (2-Year Minium or do not fill this out), • Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related experience., • For newly licensed applicants, a minimum of five years of sales experience is required with a willingness to undergo a month of training., • Flexibility to work approximately 40-45 hours per week., • Excellent communication and phone etiquette skills., • Strong problem-solving abilities and attention to detail., • Ability to work efficiently in a fast-paced, high-call volume environment., • Experience in a call center or customer service role (mortgage or finance experience is a plus)., • Ability to build rapport with customers and provide a positive client experience., • Initial phone conversation with our Recruiter., • Complete an assessment., • Testing*, • Zoom interview with a Team Leader and Administrative Staff., • Testing*, • Monday to Friday: 8:00 am to 6:00 pm, • Saturday: 9:00 am to 1:00 pm (Open Houses Must Attend 3 out of 4 weekends), • W-2 only Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level! Flexible work from home options available.

Job Description About Futu US Inc. Futu US Inc. stands at the forefront of financial services, housing two SEC registered broker-dealers alongside a cryptocurrency brokerage — all operating under the reputable wing of Futu Holdings Limited (Nasdaq: FUTU). Our core mission revolves around innovating the investing landscape through a digitized brokerage and wealth management platform that's designed to elevate the investment experience. Here's a closer look at our key entities: • Futu Clearing Inc.: An SEC registered FINRA member dedicated to delivering top-tier clearing and execution services globally., • Moomoo Financial Inc.: As an SEC registered FINRA member, we provide retail investors access to both U.S. and Asian securities markets, ensuring your investment journey is backed by expertise. About the role: We are seeking a highly experienced and entrepreneurial Senior Prime Sales Trader Lead to spearhead origination efforts, provide financing solutions, and serve as a primary client-facing expert across all aspects of the prime brokerage platform. This individual will lead marketing, sales, and trading execution for our securities lending and financing business, and drive wallet share across a curated client portfolio of hedge funds and institutional investors. What you'll do: Client Origination & Business Development • Identify, pitch, and onboard hedge fund, CEF and asset manager clients to FUTU’s Prime Clearing platform., • Develop and execute tailored marketing campaigns that highlight the firm’s differentiators in pricing, transparency, technology, and client service., • Lead daily financing conversations with clients, delivering market color, borrow analytics, and alpha-generating trade ideas., • Serve as the main relationship and execution point for all financing needs., • Work closely with internal teams (Legal, Risk, Ops, Tech) to streamline financing workflows and enhance platform scalability., • Provide feedback to trading and product teams to help shape platform enhancements and custom client tools. Qualifications: • 10+ years of experience in prime brokerage, securities lending, or financing sales/trading., • Existing relationships and a proven track record with hedge funds, family offices, and institutional allocators., • Deep knowledge of margin finance, portfolio margining, synthetic and cash PB models, and regulatory capital rules., • Strong execution background with experience sourcing and pricing HTB names, managing short locates, and optimizing borrow flows., • Familiarity with vendor platforms (e.g., EquiLend, DataLend, Hazeltree) and data-driven financing tools., • Series 7, 63, and 24 required. What We Offer: • Comprehensive Paid Medical Benefits: We prioritize your health with a robust medical benefits plan that covers you and your dependents, • 401k Employer Contribution: We match your contributions to help you grow your retirement savings, • Generous Paid Time Off & Paid Holidays: Take the time you need to recharge and pursue your passions with our generous paid time off policy, • Opportunities for Professional Growth & Development: Invest in your future through hands-on learning, skill-building, and cross-functional work, • Performance Based Bonuses: Your hard work deserves recognition! Enjoy performance-based bonuses that reward your contributions to our team's success Base pay for a successful applicant will depend on a variety of job-related factors, which may include education, training, experience, location, business needs, or market demands. The expected salary range for this role is $200,000 - $250,000. This role is also eligible to participate in our discretionary bonus plan. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Futu Holdings Limited, including all subsidiaries, is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status, or any other characteristic protected by law. Warning about fake job posts Please be aware of fraudulent job postings by persons not affiliated with Futu, Moomoo, or their affiliates. Criminals may use fraudulent job postings to obtain your personally identifiable information and/or financial information to steal your identity and/or money. All communications to you will come from a business email address. We do not hire through text message, social media, or email alone, and any interviews will be conducted in person or through a video call. We will not ask you for bank account information nor ask you to pay anything during the hiring process. If you see suspicious activity or believe that you have been the victim of a job posting scam, you should report it to your local FBI field office or to the FBI’s Internet Crime Complaint Center

Marketing or marketing campaign management. We're looking for an analytics professional from the banking and financial services industry, with marketing and campaign management experience, preferably, for the consumer lending and cards business. Management of end-to-end campaign execution and projec

Job Description Tiger Analytics is an advanced analytics consulting firm. We are the trusted analytics partner for several Fortune 100 companies, enabling them to generate business value from data. Our consultants bring deep expertise in Data Science, Machine Learning, and AI. Various market research firms, including Forrester and Gartner, have recognized our business value and leadership. We are seeking someone with a good blend of business consulting skills and a data analytics background. If you are passionate about working on unstructured business problems that can be solved using data, we would like to talk to you. Responsibilities • Develops Consumer Credit Review plan using a risk-based approach and executes the Consumer Credit Reviews across all consumer lending products covering credit cards, personal loans, and home equity loans), including performing a risk assessment on the overall portfolio. Collaborates with credit strategy teams to mitigate any identified credit risk concerns. Reports finding through the appropriate, established governance processes., • Develops and maintains credit-risk oversight processes, policies, and procedures in accordance with the overall Corporate Risk Management framework and system., • Implements and maintains independent credit risk portfolio reporting across all consumer lending products. Requirements • 8+ years of experience in Statistics, Economics, Engineering, related quantitative field, equivalent internship, or research experience in lieu of a degree, 15+ years of experience in credit card, or related financial services industry, • Prior experience working in the credit Risk domain., • Master's Degree in Statistics, Economics, Engineering, Finance, or related quantitative field., • Ph.D. in Statistics, Economics, Engineering, Finance, or related quantitative field., • 10+ years of experience in Statistics, Economics, Engineering, related quantitative field, equivalent internship, or research experience., • 10 + years of experience in credit review, credit risk management, or internal audit credit risk coverage function at a large financial institution. Significant career development opportunities exist as the company grows. The position offers a unique opportunity to be part of a small, fast-growing, challenging, and entrepreneurial environment, with a high degree of individual responsibility.