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Mortgage Regional VP / Producing Manager We’re looking for a high-performing Loan Officer who is ready to step into leadership—without giving up production. This is not a traditional management role. You won’t be buried in operations, fixing problems, or managing day-to-day workflows. Instead, this role is designed for a proven producer who wants to scale their impact by leading a team while staying focused on what they do best: originating and driving business. What This Role Offers • The ability to build and lead a team without operational drag, • Dedicated operational infrastructure to support your business and your team, • A focus on sales leadership, mentorship, and growth, • The opportunity to scale beyond your personal production, • Top-tier P&L upside tied to team performance Your Focus • Continue producing at a high level, • Lead from the front through production and example, • Provide mentorship and group coaching (a few hours per week), • Help recruit and develop talent on the sales side, • Drive culture, accountability, and performance What You Won’t Be Doing • Managing day-to-day operations, • Cleaning up processing or fulfillment issues, • Wondering why you gave up volume to herd cats Who This Is For • A top producing LO or player-coach, • Someone who wants to grow into leadership without sacrificing income, • A builder who wants to create something bigger than their own book of business, • A leader who prefers influencing performance over managing tasks Why This Role Exists Most leadership paths force top producers to choose between income and influence. This model is built so you don’t have to. You can scale a team, expand your impact, and still maintain your production—with the right structure behind you. If you’ve been thinking about leadership but don’t want to lose momentum in your own business, this is worth a conversation. What you’ll gain by joining PRMI: A 28-year-old, multi-billion-dollar production engine with superior access to capital markets. One of the industry’s deepest product benches, unparalleled origination technologies. Actively doing business in 49 states. A FNMA, FHLMC, and GNMA “direct” seller/servicer. Participation with over 40 state housing authorities. Competitor-envied divisional support. A “game changing” value proposition for recruiting and keeping top-producing mortgage talent. Top-tier compensation driven by your divisional P&L revenue, and an extensive employee-benefits palette. Outstanding performance is regularly recognized, including significant awards-travel. What we’re looking for in a leader: • Approximately 5 years of successful experience in retail mortgage origination, to include Principal lending management roles. Less experience may be considered given past achievements., • You must have extensive experience managing and maintaining a network of referral partners to be considered for this position., • Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies., • Demonstrated ability to recruit, hire, train, lead, and motivate branch personnel., • Knowledgeable of, and committed to, QC compliance., • Ability to effectively and professionally handle difficult situations that may arise when working with branches/ division., • Excellent presentation and communication skills, both verbal and written., • Leadership skills evolving from a passion for sales accomplishment, team development, training, and practice growth., • Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.) If you’re looking for a partnership with like-minded, entrepreneurial mortgage professionals, we need to talk! Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Physical setting: • Office Schedule: • Monday to Friday Supplemental pay types: • Bonus pay, • Commission pay Experience: • Mortgage Origination: 5 years (Required) License/Certification: • Mortgage Loan Originator License (Required), • Mortgage Principal Lending License (Required) Work Location: In person Job Type: Full-time

Job Description Summary: Conducts complex credit investigations and analyzes credit information pertaining to commercial loans. Prepares credit analysis memorandums for presentation to lending and credit officers or loan committees. Provides guidance to credit analysts, Associate Development Program personnel and assistance to loan officers as needed. Furnishes information relative to credit inquiries. Job Responsibilities: Credit Analysis and Development • Develops and analyzes credit information for use by lending and credit officers or committees in the making of lending decisions on new, renewal, or extension loans.Credit Analysis, • Reviews all pertinent credit and financial information, • Analyzes financial statements., • Prepares credit analysis memorandums to determine credit-worthiness of commercial loan applicants., • Exercises conservative judgement in approving Commercial Credit transactions or making recommendations for approval of these transactions to higher authorities. Loan Officer Support • Works directly with lending, business development and credit officers in structuring complex commercial borrowing transactions., • Reviews Precision Lender reports to ensure that transactions meet required minimum return on equity and return on asset standards. Annual File Reviews • Performs portfolio maintenance responsibilities such as the preparation of annual credit file reviews. Team Development • Supervises and provides training to credit analysts. Other Responsibilities • Performs other duties as may be assigned. Job Requirements: • A Bachelor’s degree in Business Administration, Accounting, Finance, or other related field required., • Minimum of 7 years experience as a Senior Commercial Credit Analyst required., • Current or prior lending authority required, • 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., • Demonstrated proficiency with computer software including MS Office applications and other specialized credit analysis and lending software., • Integrity, initiative, and a proven work ethic. 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., • 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 needs. This arrangement may change without notice. Columbia Bank and its affiliates is an Equal Opportunity Employer, including individuals with disabilities and veterans.

Job Description You're a top-producing Loan Officer. Why is your ceiling still your own pipeline? Compensation: $80K–$220K base salary + commission on personal production + branch override. Sign-on bonus available. PRMI is looking for an experienced Mortgage Loan Officer who wants to build a team and earn on its production, without giving up their own deals or getting stuck running operations. This isn't a desk-manager job. You keep originating. We supply the processing, underwriting, closing and back-office support so your time goes to production, recruiting and coaching. Why loan officers move to PRMI • Keep your book and add team income. You stay a producer and earn on your branch's results. Pay is based on your branch's profit and loss (P&L)., • No operations cleanup. A dedicated division support team handles processing and fulfillment, so you aren't the one fixing files., • Products to win more deals. Conventional, FHA, VA, USDA, jumbo, and programs with more than 40 state housing agencies, backed by a direct seller and servicer to Fannie Mae, Freddie Mac and Ginnie Mae., • A 28-year, multi-billion-dollar lender licensed in 49 states, with strong access to capital markets and modern loan origination technology., • Recognition that matters. Top producers earn award trips, plus full benefits: medical, dental, vision, 401(k), HSA and FSA, and paid time off. What you'll do • Keep originating purchase and refinance loans through your referral network., • Recruit, mentor and coach loan officers, a few hours a week and not all day., • Lead the branch's culture and performance, and grow the branch's P&L. You're a fit if you • Have about 3 years in retail mortgage origination with a steady track record., • Are an active, licensed Mortgage Loan Originator (NMLS). You hold a Principal Lending license, or can get one where your state requires it., • Have a strong referral network of real estate agents and builders., • Are a player-coach, senior LO or team lead ready for your own branch. Considering a move? Let's talk. Your conversation with us stays confidential. Equal Opportunity Employer.

Job DescriptionBenefits: • Massive Resources (VA, UW On Call), • Direct Pricing Control: Eliminate the red tape, • We Don't Just Originate we Automate, • HubSpot Certified with AI automation, • Competitive Pricing, • 100+ Investors, • Uncapped Commissions, • 401(k) Mortgage Loan Officer - Remote - W-2 or 1099TAG Lending Group, LLC Remote Nationwide Preferred Production: $1M+ Monthly We Don't Just Originate. We Automate. W-2 or 1099 Let's TAG TEAM This Deal®. If you're an experienced Mortgage Loan Officer looking to close more loans, earn more, and eliminate operational bottlenecks, TAG Lending Group was built for you. We're a Non-Delegated Correspondent Wholesale Mortgage Lender with access to 104+ investors, AI-powered technology, dedicated operations, and a proprietary mortgage platform designed to help you grow your business faster. Why Top Producers Join TAG More Lending Power • Access to 104+ investors, • Non-Delegated Correspondent Lender, • Pricing exceptions available, • Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, Commercial, Construction, Reverse, HELOC, and Private Lending Technology That Works Included for one low monthly technology fee: • HubSpot Enterprise CRM, • AI-powered automation, • Arive LOS, • Slack Pro, • Box Cloud, • Automated borrower and Realtor follow-up, • Marketing campaigns, • Smart workflows and dashboards Dedicated Support, • Same-day approvals available, • 14-day closings on qualified files, • Dedicated processing and operations, • Pre-underwriting assistance, • Contract-to-close support Marketing That Helps You Grow, • Realtor marketing support, • Weekly Realtor cheat sheets, • Automated email and text campaigns, • Social media support, • Weekly coaching and sales playbooks, • Proprietary Road Map to Homeownership® system Compensation, • 180 BPS on self-generated loans (up to 225 BPS based on quarterly margin agreement), • 100 BPS on company leads, • 70% of net on DSCR, Fix & Flip, and Commercial (up to 425 BPS), • Transparent compensation with on-time payments What We're Looking For, • Active NMLS License, • Minimum two years of mortgage experience, • Preferred production of $1M+ funded monthly, • Purchase-focused mindset, • Strong communication and follow-up skills, • Comfortable using CRM and mortgage technology Licensed States Lender: Florida, Georgia, Michigan, New Mexico, Ohio, South Carolina, Tennessee, Texas, Broker: Connecticut, New Jersey, North Carolina (Pending), Pennsylvania Why TAG? Most mortgage companies limit your options. TAG gives you access to 104+ investors, competitive pricing, AI-powered technology, and a team dedicated to helping you close more loans with less administrative work. Our platform combines the flexibility of a broker with the strength of a lender, giving you the tools to scale your business and deliver an exceptional experience to every borrower and Realtor. If you're ready for a company that invests in your success, we'd love to meet you. Apply today and Let's TAG TEAM This Deal®.

Job Description Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender. This is a 100% Commission role. This is a fully remote opportunity with access to: • Up to 100% commission structure, • 300+ lenders nationwide, • Business in 48 states, • Revenue share opportunities, • Scalable systems and technology, • Optional paid BDC-supported opportunities What Makes Us Different? Most Loan Officers never see the true value of the loans they close. With this opportunity, you gain: • Full transparency into margins and compensation, • Control over pricing and income, • The ability to operate like an independent business owner Requirements Ideal Candidates • Active Mortgage Loan Officers, • Self-sourced producers, • Branch Managers and Team Leads, • LOs seeking higher compensation and more flexibility, • Professionals looking to scale beyond a local market Benefits Benefits - 100% Commission - Keep More of what your earn • Fully remote platform, • National lending footprint, • No income caps, • Revenue share opportunities, • Flexible business model, • Access to extensive lender options

Job Description Leadling is actively recruiting experienced Mortgage Loan Officers for a national mortgage platform designed for professionals who want more control, flexibility, and earning potential. This opportunity is built for Loan Officers who are ready to move beyond the traditional mortgage model and take a more entrepreneurial approach to growing their business. With access to 300+ lending options, competitive pricing flexibility, and the ability to build business across multiple states, Loan Officers have the tools and resources to serve more borrowers and expand their referral network. You’ll have the flexibility to build your business your way, with the support and infrastructure of a national platform behind you. You’ll also have access to Leadling, our business-growth platform designed to help Loan Officers manage their pipeline, strengthen Realtor relationships, automate follow-up, market their business, and attract new referral partners. Requirements Ideal Candidates • Active Mortgage Loan Officers with 1+ year of experience as a mortgage loan officer, • Self-sourced producers, • Professionals with experience maintaining relationships with realtors and other referral sources, • Holds an active NMLS registration, • Eligible to work in the United States, • Experience originating conventional, FHA, VA, USDA, or non-QM loans is a plus Benefits Benefits - 100% Commission - Keep More of what your earn • Compensation: 75,000-200,000 USD/year, • National lending footprint, • No income caps, • Revenue share opportunities, • Flexible business model, • Access to extensive lender options

Credit Securities Based Lending Producing Manager. This GWIM Credit Securities Based Lending (SBL) Producing Manager role is responsible for managing the centralized SBL Specialist team. The role is also accountable for delivering securities-based lending solutions to wealth management clients in Me

Job ID: 18680433Reference Number: 23-00106Title: BA loan IqPosted Date: 2023-01-12Contact: Shyam MaramContact Email: shyam@hanstaffing.comContact Phone: (848) 234-8733Company: HAN StaffingBusiness Analyst New Jersey - Hybrid Local or nearby candidate only.Note: Candidate needs to be in the office 2 day every week.Requirements: Minimum 8 years' experience with at least Bachelor's degree.Must have strong experience in Commercial Lending Systems like Loan IQ.Experience in testing Loan IQ operations is required.Sound experience in helping business processes and creating Business Requirement Definitions for new Loan IQ functionality to accommodate specific regulatory and business requirements.Must be proficient in Technical and Business Writing, Business Process Flow, Business Process Modeling, Business Analysis and Testing various methodologies.Should have in-depth Knowledge of a wide variety of Financial instruments including retail and commercial loan, Line of Credits, Mortgage, Fixed Incomes, Derivatives etc.Strong understanding of project life cycle and SDLC methodologies including RUP, RAD, Waterfall and Agile.

Work Location: Trenton, New Jersey, United States of America Hours: 40 Pay Details: $29.75 - $44.50 USD Line of Business: Personal & Commercial Banking Job Description: The Assistant Store Manager is an experienced leader who manages the day-to-day service, sales, and operational objectives in a Store location. The role is focused on leading a team to grow and deepen customer relationships by delivering TD's model of convenience, sales and advice, and differentiating with a personalized, connected experience. This role can lead the Store with minimal direction and has the knowledge and experience to make decisions for day-to-day work on the teller line or platform. Depth & Scope: • Leads a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experience, and achievement of established performance goals, • Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines, • Leads the team in overseeing the most complex or diverse sales advice activities that entails complete multiple step processes that involve numerous systems, partners and complexity, • Requires knowledge and understanding of financial concepts, a broad range of products, services and tools, business and process management acumen aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations, • Responsible for driving and reinforcing Advice activities/capability for the team through continued team observations, coaching, oversight, and communication ensuring the team is offering proactive advice by making product recommendations by highlighting product features and benefits based on Customer needs with more complex banking needs ultimately building Customer financial confidence; ensuring these activities are positively impacting Customer experience, • Possesses comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations that support Customer financial empowerment, • Effectively handles critical and/or high-risk issues, determining the most appropriate course of action for resolution, • Drives Advice Behaviors within the team by coaching and developing a team to deliver exceptional service by exceeding the needs of Customer expectations, • Leads and coaches advisory team on advice giving strategies and overall product and services acumen, • Establishes work direction and role ownership on delivering advice as well as achieving daily/quarterly/annual objectives, • Delivers end to end advice to Customers by providing information and tools for financial management that help Customers achieve their goals, and provides real time insights, • Contributes to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth, • Actively participates in community events, promoting the TD Brand while servicing the needs of the community, • Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization Education & Experience: • Undergraduate degree or equivalent experience, • 2+ years experience working with customers and or sales in any capacity or equivalent, • Supervisory or leadership experience preferred, • Demonstrated ability to provide Legendary Customer Service, • Strong verbal and written communication skills, • Sales and Operational Management skills, • Ability to manage competing priorities, • Previous consumer and residential lending experience preferred, • Proficient in Microsoft Office, • Knowledge of banking products and services preferred, • Demonstrated organization, interpersonal, communication and decision-making skills, • Shows proficiency with expense management, • Notary License (Preferred), • Must maintain an active registration status with NMLS upon hire (Nationwide Mortgage Licensing System and Registry) to be able to engage in conversations with customers about loan products, facilitates the application intake Customer Accountabilities: • Creates an environment where the team Interacts with Customers in a warm and engaging manner, actively listening, and asking clarifying questions, • Contributes to the achievement of business objectives by proactively attracting, acquiring and retaining Customers, advice opportunities and referrals, to increase profitability and enable business growth, • Establishes and supports strong partnership between colleagues that handle Customer day to day transactions and platform bankers/and partners for effective referrals, • Leads and reinforces Customer service activities; Supporting Customers through challenging times and life events, demonstrating knowledge and financial expertise of products and services to help align the Customer to the best product/service to meet and exceed their needs, • Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met, • Acts as an escalation point for Customer problem resolution identifies how to prevent the problem from happening and educates the Customer, • Creates personal experiences by getting to know each Customer's needs to help turn their goals into reality, • Understands and supports the Bank's Customer Service Strategy, • Considers the impact of decisions on the well-being of TD, its Customers, and stakeholders, • Provides the highest level of Customer service when dealing with internal partners, vendors, and Customers, • Proactively adheres to professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements Shareholder Accountabilities: • Leads and drives operational compliance of all Store operations including teller and platform operations, • Leads the team in completing day to day processes/transactions/activities and oversees completion and quality of work, • Ensures the Store operates efficiently by adhering to the banks policies and procedures and by passing all audits, • May perform daily store operation activities including account maintenance, wire transfers, store opening and closing, and cash management, • Develops/leads Store in Operational Excellence plan, • Vault Management, including Monthly Vault and drawer audits, • Identifies and mitigates risk and proactively audits for adherence to compliance, policies and procedures and overall operational soundness of the Store, • Understands and applies operating policies and procedures, • Supports the timely and accurate completion of business processes and procedures, • Escalates non-standard or high-risk transactions/activities as necessary, • Ensures documentation that is prepared/completed is accurate and properly reflects Customer/business intentions and is consistent with relevant rules/regulations, • Supports and participates in process improvement opportunities, • Ensures necessary due diligence to support the accuracy of all Customer transactions/activities, • Proficiency, understanding, compliance with of the Bank Code of Conduct Employee/Team Accountabilities: • Leads and supports a high performing team; provides ongoing feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken, • Leads, reinforces, and embeds TD's shared commitments, • Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner, • Ensures colleagues comply with all TDBFG policies, procedures, and guidelines of conduct (regarding Customer interactions, products, and services, etc.), • Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with partners and other teams, • Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes, • Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives, • Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives, • Acts

New York, NY; Hamilton, NJ Carta is the connected platform and AI-native ecosystem for private capital. Built to replace fragmented tools with a single system of record, Carta brings together the software, services, and legal infrastructure that founders use to manage equity, fund managers use to run administration and reporting, and legal teams use to close transactions. Trusted by 55,000 companies and 1.8M+ equity holders in 160+ countries, and 10,000 funds and SPVs representing $250B+ in assets under management, Carta is transforming how private capital operates. Recognized by Fortune, Forbes, Fast Company, Inc. and Great Places to Work. For more information about our offices and culture, check out our Carta careers page. At Carta, our employees set out on a mission to unlock the power of equity ownership for more people in more places. We believe that the problems we solve today unlock the opportunities of tomorrow. As a Loan Operations Associate, you'll work to: • Support end-to-end loan onboarding, closings, and operational setup for private credit and direct lending transactions, • Process complex loan lifecycle eventsfundings, repayments, prepayments, rollovers, and amendmentswith accuracy and timeliness, • Perform cash, position, and transaction reconciliations to maintain data integrity across borrower, lender, and settlement records, • Generate recurring and ad hoc operational reports and respond to inquiries from internal and external stakeholders, • Partner with Product and Engineering to identify process inefficiencies and support platform enhancements that improve scalability and client experience You'll be joining our Loan Operations team. Carta's Loan Operations team is at the center of how private credit and direct lending firms manage their loan portfolios end-to-end. Our team works directly with borrowers, lenders, and institutional clients to support the full loan lifecycle on Carta's platformfrom onboarding and administration through reconciliation, reporting, and investor servicing. As the business scales, the team partners closely with Product and Engineering to build smarter, more efficient operational workflows. This is a team that values operational rigor, a technology-forward mindset, and a commitment to delivering a high-quality client experience. • Operationally rigorous. You bring 2+ years of experience in loan operations, private credit operations, fund administration, or commercial lending, with strong attention to detail and a commitment to accuracy in everything you do., • Knowledgeable about the loan lifecycle. You understand syndicated loans, direct lending structures, revolvers, and lifecycle events such as closings, fundings, amendments, and payoffsand you can translate that knowledge into reliable day-to-day execution., • Technology-forward. You actively leverage modern toolsincluding AI-powered productivity toolsto automate repetitive tasks, improve efficiency, and help shape scalable operating models., • A strong communicator. You build effective working relationships and respond clearly and professionally to inquiries from borrowers, lenders, clients, and internal stakeholders., • Analytically minded. You bring strong analytical and organizational skills and can perform interest, fee, payoff, and other loan-related calculations with confidence. Carta's compensation package includes a market competitive salary, equity for all full time roles, exceptional benefits, and, for applicable roles, commissions plans. Our expected cash compensation (salary + commission if applicable) range for this role is: $105,400.00 - $124,000.00 in New York, NY We are hiring for multiple levels and locations, so final offers may vary from the amounts listed based on geography, experience and expertise, and other factors. Final offers may vary from the amount listed based on geography, candidate experience and expertise, and other factors. Disclosures: • We are an equal opportunity employer and are committed to providing a positive interview experience for every candidate. If accommodations due to a disability or medical condition are needed, please connect with the talent partner via email., • Carta uses E-Verify in the United States for employment authorization. See the E-Verify and Department of Justice websites for more details., • For information on our data privacy policies, see Privacy, CA Candidate Privacy, and Brazil Transparency Report., • Please note that all official communications from us will come from an @carta.com or @carta-external.com domain. Report any contact from unapproved domains to security@carta.com.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for moderately complex transaction and fulfillment processing, including the movement of assets into and out of accounts. Key responsibilities include reconciliation, settlement, and trade and transfer support, and providing quality service and operations support for internal business partners and external clients, in accordance with established guidelines and procedures. Job expectations include handling in operational processes which may carry medium to high levels of monetary risk and assisting in training less experienced team members. Line of Business Description: The Collateral Monitoring team ensures requests are reviewed for accuracy and available collateral. Once the review is complete, the team manages the execution or return of the transaction to help ensure client assets are handled correctly. Responsibilities: • Performs moderately complex transaction processing and reconciliation with medium to large monetary impact according to the established written guidelines and procedures by reviewing, approving, and processing collateral and brokerage transactions following established requirements, • Responds to moderately complex client inquiries via numerous channels to support operational efficiency and quality client service by evaluating transaction requests, resolving exceptions, and deciding proper approval or return actions, • Responsible for the analysis and resolution of moderately complex transactions requiring escalations and exceptions by identifying potential risks, asking probing questions to gather required information, exercising sound judgment, and escalating issues promptly to ensure proper resolution, • Proactively identifies risk and opportunities for process improvements based on an understanding of how the work impacts other operational units by reviewing collateral calls, confirming transaction requirements, and performing post-processing quality reviews, • Demonstrates a team-first mindset by balancing individual responsibilities with team needs, supporting high-volume periods, and willingly handling complex cases to drive collective results and client satisfaction, • Understand the process flow from end to end including the reasons for each step, the process controls, the risks within the process and the upstream/downstream impacts of their work based on an understanding the work affects other operational units Required Qualifications: • Minimum 1 year of experience finding numerical discrepancies, performing transaction research and ensuring accuracy, completeness and regulatory compliance, while providing guidance to team members on proper client service standards, • Demonstrated success managing high-volume workflows, adapting to changing priorities, balancing competing demands, and maintaining quality and accuracy while supporting overall team objectives, • Proven ability to work collaboratively in a team environment, take ownership of complex assignments, and contribute beyond individual performance metrics to achieve shared business goals, • Ability in Microsoft Excel functions such as pivot tables, VLOOKUP, correct data labeling, interpretation of information, and execution of provided macros, • Demonstrated ability to identify potential risks, ask effective clarifying questions, exercise sound judgment, and escalate issues appropriately to mitigate operational and client impact Desired Qualification: • Experience with wealth management client service, financial industry, regulations and/or operations, • Experience coaching others to meet or exceed quality expectations and performance benchmarks, • Experience collaborating with cross-functional partners, such as lending, credit, technology, and control teams, to resolve issues and support business initiatives, • Coursework or work experience in operations, finance, or accounting Skills: • Attention to Detail, • Customer and Client Focus, • Oral Communications, • Prioritization, • Problem Solving, • Account Management, • Analytical Thinking, • Coaching, • Written Communications, • Mentoring, • Research, • Result Orientation, • Numerical Reasoning Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140) Pay and benefits information Pay range $25.00 - $36.92 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports

TransUnion's Job Applicant Privacy NoticePersonal Information We CollectYour Privacy ChoicesTeam OverviewThe Industry Executive is responsible for driving new business growth within TransUnion’s Consumer Lending and Card markets by developing client relationships, identifying opportunities, and leading consultative sales engagements. This hunter-focused role specializes in acquiring new clients, expanding existing customer relationships through cross-sell opportunities, and delivering strategic solutions that drive revenue growth. This role will report directly to the Sales Vice President of Sales Management. This is a remote position which may require occasional in-person attendance at work-related events at the discretion of management.Role Overview and Core ResponsibilitiesDrive growth across TransUnion’s Consumer Lending and Card businesses by identifying, developing, and closing new sales opportunities.Lead the full sales cycle, including prospecting, client relationship management, presentations, negotiations, and closing new business.Partner with customers and internal stakeholders to develop tailored solutions, expand existing relationships, and drive cross-sell/upsell opportunities.Gather market and customer insights, support product innovation, and foster a collaborative, customer-focused culture.Required Knowledge and Experiences3+ years of financial services sales experience with a proven record of exceeding revenue and quota goals.Bachelor’s degree (or equivalent experience) and strong communication, relationship-building, customer focus, and willingness to travel.Strong ability to build executive-level relationships, navigate complex organizations, and close strategic deals.Knowledge of Consumer Lending and Card markets, with expertise in prospecting, negotiation, and new business development.Drive growth within TransUnion’s Financial Services Consumer Lending and Card businesses by identifying, developing, and closing new sales opportunities.Benefits that support every part of your life:At TransUnion, we design benefits to help you feel well, do well, and plan well—from day one.For Your Health: Enjoy day-one eligibility for medical, dental, and vision coverage, plus supplemental plan options. Spousal, domestic partner, and other eligible dependent coverage is available on select plans. Choose tax‑advantaged HSA and FSA accounts to make everyday care more affordable.For Your Protection: We’ve got your back with company‑paid basic life and AD&D, optional voluntary life and AD&D for you and your family, and short‑ and long‑term disability. You can also opt into a legal plan, pet insurance, and travel accident coverage.For Your Family: From adoption assistance and fertility planning coverage to caregiver support, we’re here for every chapter. Access Dependent Care FSA for possibility of an employer match, a complimentary Care@Work membership, and up to 12 weeks of paid parental leave with eligibility for a thoughtful, gradual return.For Your Future: Build toward what’s next with our 401(k) with employer match and Employee Stock Purchase Plan (ESPP). Tap financial wellness resources, career coaching, and optional long‑term care insurance to plan confidently.For You: Grow and recharge with tuition reimbursement, flexible time off for exempt employees or paid time off for nonexempt employees, up to 12 paid holidays per year, commuter benefits, employee discounts, charitable gift matching, and paid volunteer time off, plus corporate volunteer events that make it easy to give back.For Your Wellness: Access 24/7 support including professional therapy, coaching, and emotional well‑being programs alongside guided meditation and resources that support physical, mental, social, and financial wellness.We are committed to being a place where diversity is not only present, it is embraced. As an equal opportunity employer, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, genetic information, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law. Additionally, in accordance with Section 503 of the Rehabilitation Act of 1973 and the Vietnam Era Veterans’ Readjustment Assistance Act of 1974, TransUnion takes affirmative action to employ and advance in employment qualified individuals with a disability and protected veterans in all levels of employment and develops annual affirmative action plans. Components of TransUnion’s Affirmative Action Program for individuals with disabilities and protected veterans are available for review to any associate or applicant for employment upon request by contacting ERCoE@transunion.com.Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable law, including the Los Angeles County Fair Chance Ordinance for Employers, the San Francisco Fair Chance Ordinance, Fair Chance Initiative for Hiring Ordinance, and the California Fair Chance Act.TransUnion complies with all applicable immigration laws and regulations. The Company does not presently provide employer support or sponsorship for an immigration-related employment benefit for this position. Applicants must be authorized to work in the United States on a full-time basis without the need for employer support or sponsorship now or in the future.Adherence to Company policies, sound judgment and trustworthiness, working safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this position.Pay Scale Information:The U.S. base salary range for this position is $92,250.00 - $153,750 annually. This position is eligible for both base pay and commission earnings. TransUnion commission targets are generally 20% – 50% of base salary and may vary based on position. *The salary range for this position reflects a reasonable estimate of the range of compensation for this job. At TransUnion, actual compensation is based on careful consideration of additional factors such as (but not limited to) an individual’s education, training, work experience, job-related skill set, location, and industry knowledge, as well as the scope and responsibilities of the position and market considerations. Certain positions may be also eligible for long-term incentives and other payments based on applicable company guidance and plan documents. TransUnion Overview:At TransUnion, we encourage and are committed to creating a real, positive impact and shared sense of purpose within our Workforce for Good, which empowers our people to grow, innovate and contribute to a better future for our communities and customers. We strive to build an environment where our associates are in the driver’s seat of their professional development— while having access to help along the way. We recognize that success comes when our associates thrive both professionally and personally; that’s why we prioritize work/life flexibility and offer resources for our teams across the globe to collaborate and drive excellence.Be a part of our Workforce for Good – you’ll work with great people, pioneering products and cutting-edge technology.TransUnion's Internal Job Title:Industry Exec, Account Dev - Direct SalesCompany:TransUnion LLCSummaryLocation: Chicago, Illinois; New York, New York; Remote, New York; Remote, New Jersey; Remote, Texas; Remote, Delaware; Remote, PennsylvaniaType: Full time

Work Location: Trenton, New Jersey, United States of America Hours: 40 Pay Details: $29.75 - $44.50 USD Line of Business: Personal & Commercial Banking Job Description: The Assistant Store Manager is an experienced leader who manages the day-to-day service, sales, and operational objectives in a Store location. The role is focused on leading a team to grow and deepen customer relationships by delivering TD's model of convenience, sales and advice, and differentiating with a personalized, connected experience. This role can lead the Store with minimal direction and has the knowledge and experience to make decisions for day-to-day work on the teller line or platform. Depth & Scope: • Leads a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experience, and achievement of established performance goals, • Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines, • Leads the team in overseeing the most complex or diverse sales advice activities that entails complete multiple step processes that involve numerous systems, partners and complexity, • Requires knowledge and understanding of financial concepts, a broad range of products, services and tools, business and process management acumen aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations, • Responsible for driving and reinforcing Advice activities/capability for the team through continued team observations, coaching, oversight, and communication ensuring the team is offering proactive advice by making product recommendations by highlighting product features and benefits based on Customer needs with more complex banking needs ultimately building Customer financial confidence; ensuring these activities are positively impacting Customer experience, • Possesses comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations that support Customer financial empowerment, • Effectively handles critical and/or high-risk issues, determining the most appropriate course of action for resolution, • Drives Advice Behaviors within the team by coaching and developing a team to deliver exceptional service by exceeding the needs of Customer expectations, • Leads and coaches advisory team on advice giving strategies and overall product and services acumen, • Establishes work direction and role ownership on delivering advice as well as achieving daily/quarterly/annual objectives, • Delivers end to end advice to Customers by providing information and tools for financial management that help Customers achieve their goals, and provides real time insights, • Contributes to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth, • Actively participates in community events, promoting the TD Brand while servicing the needs of the community, • Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization Education & Experience: • Undergraduate degree or equivalent experience, • 2+ years experience working with customers and or sales in any capacity or equivalent, • Supervisory or leadership experience preferred, • Demonstrated ability to provide Legendary Customer Service, • Strong verbal and written communication skills, • Sales and Operational Management skills, • Ability to manage competing priorities, • Previous consumer and residential lending experience preferred, • Proficient in Microsoft Office, • Knowledge of banking products and services preferred, • Demonstrated organization, interpersonal, communication and decision-making skills, • Shows proficiency with expense management, • Notary License (Preferred), • Must maintain an active registration status with NMLS upon hire (Nationwide Mortgage Licensing System and Registry) to be able to engage in conversations with customers about loan products, facilitates the application intake Customer Accountabilities: • Creates an environment where the team Interacts with Customers in a warm and engaging manner, actively listening, and asking clarifying questions, • Contributes to the achievement of business objectives by proactively attracting, acquiring and retaining Customers, advice opportunities and referrals, to increase profitability and enable business growth, • Establishes and supports strong partnership between colleagues that handle Customer day to day transactions and platform bankers/and partners for effective referrals, • Leads and reinforces Customer service activities; Supporting Customers through challenging times and life events, demonstrating knowledge and financial expertise of products and services to help align the Customer to the best product/service to meet and exceed their needs, • Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met, • Acts as an escalation point for Customer problem resolution identifies how to prevent the problem from happening and educates the Customer, • Creates personal experiences by getting to know each Customer's needs to help turn their goals into reality, • Understands and supports the Bank's Customer Service Strategy, • Considers the impact of decisions on the well-being of TD, its Customers, and stakeholders, • Provides the highest level of Customer service when dealing with internal partners, vendors, and Customers, • Proactively adheres to professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements Shareholder Accountabilities: • Leads and drives operational compliance of all Store operations including teller and platform operations, • Leads the team in completing day to day processes/transactions/activities and oversees completion and quality of work, • Ensures the Store operates efficiently by adhering to the banks policies and procedures and by passing all audits, • May perform daily store operation activities including account maintenance, wire transfers, store opening and closing, and cash management, • Develops/leads Store in Operational Excellence plan, • Vault Management, including Monthly Vault and drawer audits, • Identifies and mitigates risk and proactively audits for adherence to compliance, policies and procedures and overall operational soundness of the Store, • Understands and applies operating policies and procedures, • Supports the timely and accurate completion of business processes and procedures, • Escalates non-standard or high-risk transactions/activities as necessary, • Ensures documentation that is prepared/completed is accurate and properly reflects Customer/business intentions and is consistent with relevant rules/regulations, • Supports and participates in process improvement opportunities, • Ensures necessary due diligence to support the accuracy of all Customer transactions/activities, • Proficiency, understanding, compliance with of the Bank Code of Conduct Employee/Team Accountabilities: • Leads and supports a high performing team; provides ongoing feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken, • Leads, reinforces, and embeds TD's shared commitments, • Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner, • Ensures colleagues comply with all TDBFG policies, procedures, and guidelines of conduct (regarding Customer interactions, products, and services, etc.), • Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with partners and other teams, • Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes, • Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives, • Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives, • Acts

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