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Position Overview\n \n \nAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position].\n \n \n \n Job Profile\n \n \n \n Position Overview\n At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Mortgage Home Lending Center Senior Loan Officer within PNC's Mortgage organization, you will be based remote. This position will support our Strategic Initiative Team (SIT).\n \n \nThis position may not be available in all geographic locations.\n \n This position may be eligible for remote work in select geographic locations, subject to approval by PNC. If approved, work must be conducted from a quiet, secure, and confidential home-based workspace. Occasional in-office participation may be required based on business needs.\n \n PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.\n \n Job Description\n\n • Recommends loan solutions to existing firm's customers and/or perspective clients sourced through firm's strategic initiative platforms.\n, • Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients.\n, • Develops and prepares loan solutions and refers products and services. Reviews documentation to ensure compliance. Manages customer pipeline for efficiency.\n, • Collaborates with internal and external stakeholders to complete mortgage transactions.\n, • Collects and analyzes customer financial information for multifaceted and/or complex borrowers.\n\n \n PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: \n\n • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.\n, • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.\n\n \n \n Qualifications\n \n Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. \n \n Preferred SkillsBanking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales\n \n \n CompetenciesCustomer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.\n \n Work ExperienceRoles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.\n \n EducationNo Degree\n \n CertificationsNo Required Certification(s)\n \n LicensesCandidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.\n \n Language Assessments\n No Required or Preferred Language Assessments\n \n Pay Transparency\n Base Salary: $37,440.00 – $45,303.00\n \n Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.\n \n Application Window\n Generally, this opening is expected to be posted for two business days from 09/29/2026, although it may be longer with business discretion.\n \n Benefits\n PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.\n \n In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.\n \n To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. \n \n Disability Accommodations Statement\n \n If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. \n \n At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. \n \n Equal Employment Opportunity (EEO)\n \n PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. \n \n This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. \n \n California Residents \n \n Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Description Invest in your future with BSNB! Are you looking to have a direct impact on the strategic growth of a nationally recognized community bank? BSNB is seeking an experienced VP, Commercial Relationship Manager to expand existing commercial relationships, develop new business, and manage commercial loan and commercial real estate loan portfolios! A DAY IN THE LIFE OF THE VP, COMMERCIAL RELATIONSHIP MANAGER As a VP, Commercial Relationship Manager, you will be responsible for developing and maintaining client relationships, analyzing clients' financial and operating strategies, and recommending loans and banking products, with a focus on Commercial & Industrial (C&I) relationships. You will be responsible for growing a commercial portfolio through building new customer relationships and meeting or exceeding annual sales, revenue and volume objectives. You will gather financial and general business information on commercial clients and explain Bank products and services. You will also coordinate financial analyses in order to make credit decisions and provide input on loan decisions based on the evaluation of credit risk and other key factors. QUALIFICATIONS FOR THE VP, COMMERCIAL RELATIONSHIP MANAGER • Bachelor's degree in Business, Finance or related field required, Master's degree preferred;, • A minimum of 5 years' experience in commercial lending with a demonstrated ability to assess credit risk and structure and negotiate loan terms;, • Must have a track record of prospecting new business and enhancing existing relationships;, • Must have strong negotiating, sales and relationship building skills coupled with strong credit and financial analysis skills;, • Well-developed communication skills are a must;, • Membership in civic and professional organizations preferred. OUR INVESTMENT IN YOU BSNB offers a generous compensation and benefits package. This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a 401(k) plan with a company match and a pension plan, and tuition reimbursement. We invest in you with a generous paid time off package along with 11 paid holidays. We believe providing a work-life balance is key to your success and investing in your professional development is an important aspect in your growth and satisfaction. ABOUT BALLSTON SPA NATIONAL BANK Established in 1838, we are proud to provide community banking to individuals, families, and businesses located in the greater Capital Region. Thirteen full-service banking offices provide products and services and digital capabilities geared towards meeting the needs of the markets we serve. As a community-minded financial institution, we make giving back and volunteer work a priority. BSNB provides all employees and applicants an equal employment opportunity in the manner required by law in all aspects of employment regardless of race, color, religion, creed, national origin, age, sex, sexual orientation, gender identity or expression, marital status, military status, disability, predisposing genetic characteristics, domestic violence victim status or any other status protected by local, state, or federal law. BSNB is a VEVRAA employer and has a desire for priority referrals of protected veterans. We thank all applicants for their interest and will contact those candidates who are under consideration. Job Posted by ApplicantPro

Job DescriptionDescription: The Director of Community Development & Financial Wellness is responsible for leading the credit union’s community development, sponsorship, outreach, financial wellness, youth banking, school partnership, and community impact strategy. This position serves as the strategic leader for building meaningful community relationships that increase the credit union’s visibility, strengthen trust, expand financial education, support youth and family engagement, and create long-term membership and relationship growth opportunities. This role reports to the Vice President of Marketing and works closely with Marketing, Retail, Business Banking, Lending, Branch Leadership, Member Experience, and community partners to ensure outreach efforts support the credit union’s mission, strategic goals, and field of membership. Duties & Responsibilities Department Leadership & Strategy • Develop and execute community engagement, financial wellness, sponsorship, and outreach strategies., • Establish goals, priorities, budgets, and performance metrics for department initiatives., • Supervise and coach the Community Engagement & Financial Wellness Officer., • Provide strategic recommendations and progress updates to leadership. Community Development & Strategic Partnerships • Build and maintain relationships with schools, nonprofits, businesses, community organizations, municipalities, and local leaders., • Represent the credit union at community events, meetings, and networking opportunities., • Identify partnerships that support financial wellness, membership growth, and community impact., • Serve as a community ambassador for the credit union. Sponsorship & Outreach Leadership • Develop and oversee the credit union’s sponsorship and outreach strategy., • Evaluate opportunities based on strategic value, community impact, and brand visibility., • Oversee volunteer initiatives, charitable giving efforts, and community engagement activities., • Track and report on the impact of sponsorships, outreach efforts, and community programs. Financial Wellness Leadership • Lead the credit union's financial wellness strategy and education initiatives., • Oversee youth banking, school banking, and youth financial education programs., • Strengthen relationships with schools, educators, and youth-focused organizations., • Identify opportunities to expand financial education and youth engagement. Youth Banking & School Partnership Strategy • Lead the credit union's financial wellness strategy and education initiatives., • Oversee youth banking, school banking, and youth financial education programs., • Strengthen relationships with schools, educators, and youth-focused organizations., • Identify opportunities to expand financial education and youth engagement. Retail & Business Banking Collaboration • Partner with internal teams to support community-based growth opportunities., • Build relationships that create opportunities for membership growth and business development., • Coordinate employer partnerships, financial wellness programs, and community outreach initiatives., • Track and measure partnership and referral outcomes. Community Impact & Volunteer Engagement • Lead the credit union's community impact and volunteer engagement efforts., • Oversee charitable giving, volunteer programs, sponsorships, and community initiatives., • Measure and communicate the impact of outreach, financial wellness, and community engagement activities., • Partner with Marketing to share community impact stories and strengthen brand visibility.Requirements:, • Bachelor’s degree in marketing, communications, public relations, business, community development, education, or related field preferred - equivalent work experience will be considered., • Five or more years of experience in community relations, financial services, marketing, business development, sponsorships, outreach, or related work preferred., • Previous leadership or supervisory experience preferred., • Credit union or financial institution experience strongly preferred., • Strong strategic planning, leadership, and relationship-building skills., • Experience in community development, sponsorships, outreach, marketing, financial education, business development, or related work., • Strong understanding of credit union philosophy, member service, and community impact., • Ability to work cross-functionally with Marketing, Retail, Business Banking, Branches, Lending, and Member Experience., • Strong leadership, coaching, project management, public speaking, and communication skills., • Ability to manage sponsorships, events, budgets, reporting, and multiple initiatives., • Reliable vehicle and ability to travel within the credit union’s field of membership. Physical Requirements • Ability to attend off-site community events, school programs, sponsorship events, business meetings, and partner activities., • Ability to assist with event setup and breakdown as needed., • Ability to lift and transport event materials, displays, supplies, and promotional items. Work Schedule Monday - Friday 8:15am - 5:00pm Work Location Fully On-Site

Job DescriptionDescription: First New York Federal Credit Union is strengthening its governance and assurance framework by establishing an in-house Chief Audit Executive (CAE). The CAE is the senior leader responsible for building and directing an independent, risk-based internal audit function that provides objective assurance over governance, risk management, internal controls, regulatory readiness, and the effectiveness of key programs and processes. The CAE reports functionally to the Supervisory Committee to preserve independence and objectivity, with an administrative reporting line to the President/CEO. The role serves as a trusted advisor to the Supervisory Committee and executive leadership while maintaining the independence required to evaluate management practices, controls, and remediation efforts. The ideal candidate combines strong audit judgment, financial-services and regulatory knowledge, executive presence, and the ability to build a practical, disciplined audit program in a lean environment. This leader will coordinate internal and external assurance activities, expand audit coverage, track issues through closure, and provide clear, actionable insights to the Supervisory Committee and management. Duties & Responsibilities Internal Audit Strategy, Independence, and Governance • Develop, maintain, and execute a risk-based internal audit plan aligned with the credit union’s risk profile, strategic priorities, regulatory expectations, and Supervisory Committee oversight responsibilities., • Establish the internal audit charter, methodology, quality standards, documentation practices, and reporting protocols, subject to Supervisory Committee approval., • Maintain organizational independence and objectivity, including direct and unrestricted access to the Supervisory Committee, records, personnel, systems, and physical properties relevant to audit work., • Provide independent assessments of the design and operating effectiveness of internal controls, governance practices, and risk management processes., • Escalate significant control weaknesses, overdue remediation, emerging risks, and matters requiring Supervisory Committee attention. Audit Planning and Execution • Lead or oversee financial, operational, compliance, information technology, lending, vendor management, business banking, and other risk-based audits., • Expand audit coverage in areas that may receive limited review, including commercial lending, broader lending activities, vendor management, business banking, and third-party service providers., • Coordinate audits of key third parties and specialized programs, including Netbank and CUBG, as applicable., • Assess audit findings, identify root causes and recurring themes, and develop clear recommendations that are proportionate to risk., • Use internal resources, co-sourced providers, or subject-matter specialists as appropriate to deliver the approved audit plan. Regulatory Examinations and External Assurance Coordination • Serve as the primary internal audit liaison for NCUA examinations and support examination readiness, information coordination, management communication, issue tracking, and response preparation., • Coordinate the annual financial statement audit and other external audits, including planning, information requests, status reporting, and follow-up., • Lead or support requests for proposals and the evaluation of external audit and specialized assurance providers., • Promote coordinated assurance and reduce unnecessary duplication among internal audit, risk management, compliance, external auditors, and regulators while preserving each function’s responsibilities and independence. Issue Management, Monitoring, and Trend Analysis • Establish and maintain a centralized process to track management responses and corrective actions arising from internal audits, external audits, and regulatory examinations through validated closure., • Report the status, aging, risk, and recurrence of open findings to management and the Supervisory Committee., • Identify and communicate trends in control performance, audit results, and emerging risk indicators., • Present relevant analysis of delinquency, charge-offs, watchlist loans, and other credit-risk indicators to support Supervisory Committee oversight., • Coordinate member complaint reporting on behalf of the Supervisory Committee, including consistent reporting and escalation of material themes. Supervisory Committee Support and Executive Communication • Coordinate and support Supervisory Committee meetings, including agendas, materials, presentations, minutes or action-item follow-up, and communication with presenters and advisors., • Provide clear, concise, and timely audit reports and executive-level presentations that distinguish facts, risk implications, root causes, and recommended actions., • Advise the Supervisory Committee on the adequacy of audit coverage, the independence and performance of the internal audit function, and significant governance or control matters., • Build constructive relationships across the organization while preserving the professional skepticism, confidentiality, and independence required of the role., • Communicate effectively with regulators, external auditors, executive management, and the Board or Board committees, as appropriate. Internal Audit Function Development • Build a scalable internal audit operating model, including annual planning, resource allocation, audit universe development, risk assessment, engagement supervision, reporting, and follow-up., • Evaluate and recommend appropriate audit technology, data analytics, and continuous monitoring capabilities., • Develop the future staffing, co-sourcing, and capability roadmap for the internal audit function as organizational needs mature., • Establish a quality assurance and improvement program and periodically assess the function against applicable professional standards and regulatory expectations., • Promote a culture of accountability, continuous improvement, ethical conduct, and sound risk management.Requirements:, • Bachelor’s degree in accounting, finance, business administration, information systems, risk management, or a related field., • At least 8 years of progressive experience in internal audit, external audit, risk, compliance, accounting, or a related assurance discipline, including significant experience leading complex audits or an audit program., • Demonstrated knowledge of risk-based auditing, internal controls, governance, issue validation, and audit reporting., • Experience in financial services or another highly regulated industry, with the ability to interpret regulatory expectations and translate them into practical audit coverage., • Executive-level communication skills and the judgment to present sensitive or complex matters clearly, objectively, and constructively., • Demonstrated ability to work independently, manage multiple priorities, and build structure in a lean environment., • High standards of integrity, discretion, professional skepticism, and confidentiality. Preferred Qualifications • Experience with credit unions, banks, lending, commercial lending, vendor management, and financial statement audits., • Professional certification such as Certified Internal Auditor (CIA), Certified Public Accountant (CPA), Certified Information Systems Auditor (CISA), or Certified Regulatory Compliance Manager (CRCM)., • Experience serving as a chief audit executive, audit director, audit manager, or equivalent leader with direct interaction with a board, audit committee, or supervisory committee., • Knowledge of NCUA regulations, examination practices, and credit union operations., • Experience with audit management systems, data analytics, continuous auditing, or technology-enabled control testing., • Master’s degree in a relevant field. Core Leadership Competencies • Independence and sound judgment, • Enterprise risk perspective, • Executive presence and clear communication, • Professional skepticism and analytical rigor, • Collaboration without compromising objectivity, • Planning, prioritization, and disciplined follow-through, • Change leadership and function building

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The CRE Transaction Specialist supports the execution of commercial real estate capital markets transactions by ensuring a seamless and efficient process from deal handoff through closing and into post-closing follow-up. This role is responsible for coordinating transaction activities, maintaining organization of documentation, and supporting a consistent and high-quality client experience throughout the deal lifecycle. The CRE Transaction Specialist serves as a key point of contact during the execution phase, facilitating communication between internal teams and external stakeholders while proactively managing timelines, deliverables, and issue resolution. The position plays a critical role in maintaining transparency, responsiveness, and accuracy to ensure successful closings and positive client outcomes. This role works closely with originations, underwriting, legal counsel, capital partners, and servicing teams to support workflow efficiency, minimize execution risk, and ensure timely completion of transactions. As part of the broader Commercial Banking platform, the CRE Transaction Specialist may also assist in supporting client service needs, including responding to inquiries, maintaining transaction records, and providing reporting or documentation as required. Essential Duties: • Coordinates the transaction process from deal handoff through closing, ensuring timely completion of all deliverables and adherence to established timelines., • Maintains transaction workflows, checklists, and documentation, ensuring accuracy, organization, and completeness of all deal-related information., • Collaborates with internal and external stakeholders (originations, underwriting, legal, lenders, title, and clients) to facilitate efficient closings and resolve outstanding items., • Serves as a primary day-to-day client contact during the execution phase, providing updates and ensuring a consistent, high-quality client experience., • Tracks due diligence, closing conditions, and outstanding requirements, proactively following up to mitigate delays and support successful transaction execution., • Supports seamless transition of closed transactions by coordinating with servicing teams and ensuring proper handoff of documentation and information., • Assists with preparation and organization of transaction materials, including lender packages, closing documents, and client deliverables., • Maintains accurate transaction records and reporting, ensuring data integrity across internal systems and supporting pipeline visibility., • Identifies process gaps or inefficiencies and contributes to improvements in transaction workflows and overall execution practices., • Responds to internal and external inquiries in a timely, professional manner, supporting overall client service objectives and team responsiveness. Ancillary Duties: As an integral member of the Commercial Banking Department, this position is also responsible to provide assistance wherever necessary to help the Commercial Banking Department and the Bank in achieving their annual goals. Qualifications Education, Training and Requirements: • Associate's or Bachelor's degree preferred in real estate, business, finance, or related field. Equivalent experience may be substituted. Skills: • Strong communication, organization, multitasking, Microsoft Office proficiency, attention to detail, ability to manage deadlines. Experience: • Minimum of 7 or more years of experience in commercial real estate, legal, lending, title/closing, or other relevant transaction, banking, or business-related experience preferred., • All applicants must be 18 years of age or older.

Job Description Renovation Underwriter Job Description Full Time | Hybrid | NY, FL Salary Range: $85,000 – $115,000 annual Pay Transparency: Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies and experience, and location. Base pay is one part of the total package that is provided to compensate and recognize employees for their work. About Premium Mortgage Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn’t just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent—all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. Why us? Benefits offered by Premium Mortgage: • Insurance: Medical, Dental, Vision, Company Paid Life Insurance, • Time Off: Paid Time Off, Sick Time, Federal Holidays, Birthday PTO, • Additional Perks: Employee Referral Fee, HSA Employer Contribution, Employee Mortgage Loans Role & Responsibilities The Renovation Underwriter is responsible for evaluating risk and rendering credit decisions on renovation loan applications in accordance with agency guidelines and company policy. This role requires in-depth knowledge of standard mortgage underwriting principles as well as specialized expertise in renovation lending programs across FHA, Fannie Mae, Freddie Mac, VA, and SONYMA, including the unique collateral, contractor, and project feasibility considerations inherent to renovation transactions. Underwriting Responsibilities • Completes full credit underwrite on files submitted to underwriting for approval within posted turn times, • Reviews conditions on files within posted turn times and communicates decisions clearly to all internal parties, • Maintains a unified voice with fellow underwriters on underwriting guidance and escalate file issues not covered by existing guidelines to the Head of Renovation for direction, • Provides feedback on loan quality and mentors processing staff and loan officers on file preparation and guideline compliance, • Works jointly with colleagues to respond to quality concerns, including QC, PETR, NOR, and audit or clarification requests from managers or other departments, • Stays current on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all renovation products offered, • Meets required KPI standards for the position, • Participate in training and development as needed Renovation Responsibilities • Underwrites renovation loan files in accordance with FHA 203(k), Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, and SONYMA RemodelNY guidelines, • Evaluates project feasibility, including scope of work, contractor qualifications, construction bids and consultant reports to assess risk and ensure compliance with program requirements, • Reviews and approves contractor documentation, including licenses, insurance certificates, W-9s, executed contracts, and cost breakdowns, • Analyzes as-completed appraisals to confirm that the subject property’s projected value supports the renovation loan amount and complies with applicable LTV/CLTV requirements, • Reviews renovation escrow calculations and contingency reserves to ensure proper structuring of the renovation holdback in accordance with agency guidelines, • Coordinates with the Renovation Lending Analyst and closing team to confirm RLS system setup, pre-closing collateral documentation, and post-closing draw administration readiness, • Reviews Loan Estimates (LE) and Closing Disclosures (CD) to confirm accurate accounting of all renovation-related fees, holdbacks, and escrow items, • Identifies and escalates unusual project risks, incomplete contractor documentation, or scope-of-work concerns to the Head of Renovation prior to issuing a decision, • Supports post-closing draw administration oversight by providing underwriting guidance on change orders, project scope modifications, or borrower disputes as needed This job description reflects management’s assignment of essential functions; and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Qualifications for this position Education • A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience • Minimum two years prior mortgage underwriting experience with a strong understanding of credit analysis, collateral evaluation, and agency guidelines., • Direct experience underwriting renovation loan products (FHA 203k, Fannie Mae HomeStyle, Freddie Mac CHOICERenovation, VA renovation, or SONYMA) strongly preferred., • Familiarity with renovation escrow administration, draw management processes, and as-completed appraisal review preferred., • DE/SAR certifications preferred; CHUMS ID required for FHA renovation underwriting. Transferable Skills • Strong analytical and independent judgment skills with the ability to make sound credit decisions., • Excellent written and verbal communication skills with the ability to clearly convey underwriting decisions and conditions., • Detail-oriented with strong organizational and problem-solving abilities., • Effective time management and ability to manage multiple files simultaneously within established turn times., • Collaborative team player with the ability to mentor and support processing and origination staff. Working Conditions The Renovation Underwriter is primarily in an office setting and may be exposed to outdoor conditions. The working conditions are classified as Sedentary work: • Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time.

Job Description Staff Attorney - Veterans Focus (LSV-H Grant Program) Location: Albany, NY | Full-Time | Department of Veterans Affairs Funded Serve Those Who Served. Champion Justice for Veterans. The Legal Aid Society of Northeastern New York (LASNNY) is seeking a dedicated Staff Attorney to join our LSV-H program, providing life-changing legal advocacy to veterans who are homeless or at risk of homelessness. This role focuses on helping veterans who are homeless or at risk of homelessness overcome legal barriers that prevent them from obtaining or maintaining stable housing. WHO WE ARE LASNNY stands as a guardian of justice across sixteen counties in upstate New York, fighting tirelessly for fairness, dignity, and equity for vulnerable populations. Through our six regional offices, we transform communities by addressing systemic inequities and individual legal challenges. Our LSV-H grant program represents our specialized commitment to veterans, a federally-funded initiative designed specifically to combat veteran homelessness through comprehensive civil legal services that address the root causes of housing instability. We are particularly committed to addressing the specific needs of women veterans, who represent the fastest-growing segment of the homeless veteran population and often face unique challenges including higher rates of trauma, family separation, and barriers to accessing veteran-specific services. Key Responsibilities • Represent veterans in housing (eviction defense, landlord disputes, disability accommodations), • Advocate in consumer protection (debt collection, predatory lending, bankruptcy), • Handle family law matters (custody, support, divorce), • Pursue military justice solutions (discharge upgrades, record corrections), • Assist with VA benefits and public benefits (disability, healthcare, GI Bill, Social Security, SNAP), • Support veterans facing domestic or intimate partner violence Additional duties include collaborating with VA medical centers, Veterans Service Organizations (VSOs), community partners, and interdisciplinary teams, maintaining federal grant compliance, and participating in community outreach and legal education initiatives. Qualifications • JD from an accredited law school; NYS Bar admission (or eligibility), • 2-3 years of legal experience (civil litigation, veterans law, or public benefits preferred), • Strong advocacy, research, and case management skills, • Commitment to serving veterans and understanding military culture, • Willingness to travel regionally and work occasional evenings/weekends Preferred: Veterans, bilingual (Spanish), housing or benefits law experience, VA systems knowledge, trauma-informed legal services experience. Why This Role Matters Veterans are 40% more likely to experience homelessness than other adults, with women veterans facing unique challenges. Legal barriers often trap them in cycles of instability. In this role, you will: • Remove barriers to housing and benefits, • Reunite families and restore dignity, • Support women veterans with specialized advocacy How to Apply: Submit cover letter, resume, law school transcript, three references, and a 5-10-page writing sample. LASNNY is an Equal Opportunity Employer. Veterans and candidates of all backgrounds are strongly encouraged to apply. EQUAL OPPORTUNITY EMPLOYER We are committed to creating a diverse and inclusive workplace. We encourage applications from candidates of all backgrounds, including veterans, people of color, LGBTQ+ individuals, people with disabilities, and others who would contribute to our organizational diversity. Need accommodation during the application process? Contact LASNNY-we ensure all qualified individuals, including veterans with disabilities, can fully participate in our hiring process and contribute to this vital federal veterans advocacy mission. This position is funded through the U.S. Department of Veterans Affairs Legal Services for Homeless Veterans and Veterans At-Risk for Homelessness (LSV-H) Grant Program. Continued funding is anticipated but not guaranteed. Join us in serving those who served. Apply today.

Job Description New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. This position is with HCR's Housing Trust Fund Corporation (HTFC). This is not a civil service position and does not require a civil service exam. Candidates must meet the minimum qualifications outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our work would not be possible without the diverse backgrounds, experiences, ideas, and abilities of our employees. HCR is committed to developing a workforce that represents the diverse population of New York State. HCR embraces a diverse and inclusive work environment by encouraging all individuals, including those with disabilities, to apply to open positions at the agency. The Office of Multifamily Finance & Development actively engages with a range of partners including for-profit, and not for profit borrowers, municipalities, lenders, investors and other funding entities to leverage Low Income Housing Tax Credits, tax exempt bonds, single family lending programs, and a multitude of State funded programs. Our resources have helped finance tens of thousands affordable apartments and affordable homes in communities across the State. Finance & Development has primary responsibility for implementing many of the initiatives under the Governor’s Housing Plan, an unprecedented 5-year$25 billion investment to create or preserve 100,000 units of affordable and supportive housing. The Multifamily Finance division offers financing to encourage a wide range of affordable housing, including preservation and rehabilitation of existing affordable multifamily rental housing, including public housing; new construction of affordable and mixed-income multifamily rental housing for households of all ages; and integrated supportive housing developments serving formerly homeless households with disabilities or other life challenges. They oversee capital fund programs that are combined with both the 4% and 9% Low-Income Housing Tax Credit (LIHTC) tax credit programs. DUTIES AND RESPONSIBILITIES: • The Vice President of Multifamily Finance oversees the day-to-day operations of the Multifamily Finance team working on the creation of new units of affordable housing and reports to the Senior Vice President of Multifamily Finance & Development., • They are responsible for overseeing the underwriting and approval of construction and permanent financing for the creation/preservation of multifamily housing that utilize 9% LIHTC, State Low-Income Housing Credits (SLIHC), as well as a variety of housing subsidy loan sources deployed by the Agency., • The incumbent is responsible for directing the development of multifamily housing financings; overseeing the annual RFP for 9% LIHTC, SLIHC and related subsidy loan sources; directing a team of professionals who are processing project applications through mortgage closings; contributing to the creation of innovative financing structures/Agency term sheets; and developing and implementing underwriting policy and procedures., • The incumbent works in coordination with the Senior Vice President of Multifamily Programs to deploy Agency resources and personnel in the unit to meet the mission, goals and objectives of the Agency with respect to its multifamily housing activities. The incumbent coordinates with internal offices such as Office of Legal Affairs, Fair and Equitable Housing Office, and Design, Construction & Environmental Unit to advance projects through the development process. Further, the incumbent collaborates with other State and local agencies on various coordinated investments and programs, including representing the Agency in various interagency initiatives, as assigned., • The incumbent exercises independent judgment concerning the deployment of Agency personnel and resources in the unit, with respect to the hiring, promoting, evaluating, training and retaining of staff., • This position requires some travel around New York State and will be located primarily in Albany. WHO YOU ARE: • Bachelor’s degree with concentration in Housing or Urban Planning and nine years of experience required, • Substitutions: four years of specialized experience or associate degree and two years of specialized experience may substitute for bachelor’s degree; J.D. or master’s degree may substitute for one year of specialized experience; Ph.D. may substitute for two years of specialized experience., • Ability to establish effective working relationships, • Excellent oral and written communication skills., • Strong analytical and organizational skills. This job description is not intended to be all inclusive and the employee will be expected to perform other reasonably related duties as assigned. APPLICANTS MUST INCLUDE A RESUME WHAT WE OFFER AT NYS HCR: • Extensive benefits package including participation in New York State’s Health Insurance Program and New York State & Local Employees’ Retirement System., • Promotional opportunities for dedicated professionals., • Work-life balance benefits including a 37.5-hour work week, opportunity for compressed scheduling, and paid time off benefits (vacation, sick, personal days, and federal holidays)., • 12 weeks of Paid Parental Leave., • Paid Family Leave., • As a New York State employee, you may qualify to participate in the Federal Public Service Loan Forgiveness Program (PSLF). The PSLF Program forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under an accepted repayment plan and while working full-time for an eligible employer. ABOUT NEW YORK STATE HOMES AND COMMUNITY RENEWAL: Under the leadership of Governor Kathy Hochul and Commissioner RuthAnne Visnauskas, HCR is a vibrant, innovative agency that integrates and leverages New York State’s housing resources. We have offices in New York City, Albany, Buffalo, and Syracuse, and employ a diverse workforce of professionals who are hard-working and committed to serving low- and moderate-income families. Our mission is far-reaching, encompassing single and multifamily housing finance, home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and backgrounds in public policy, administration, real estate, construction, finance, law, and many other areas of expertise. We seek to provide a workplace environment that is productive, flexible, accountable, ethical, and caring. Our employees are empowered to make a difference where they live and work. We offer competitive pay and a comprehensive benefits package, including paid leave, health, dental, vision, retirement, and family-friendly policies. New York State is an Equal Opportunity Employer (EOE)

At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking. With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them. Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending. We’re seeking driven, mission-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast-paced, results driven environment, and want to be part of something bigger, you will feel right at home. Our team is one of goal-setters, go-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality. At Climate First Bank, we’re investing in your future. We offer a comprehensive, people-first benefits package that supports your health, finances, and work-life balance. Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job-related factors. Health Coverage — 100% employer-paid for employees; employer contribution for dependents by Us • Medical, Dental & Vision Insurance, • Health Savings Account (HSA), • Free Telemedicine access via Teladoc Financial Wellness & Wealth Building • 401(k) with 6% Employer Match — No Vesting Period., • Employee Stock Options, • Exclusive Employee Banking Perks, • 0% Financing for Employee Solar Loans, • Employee Only Mortgage Product with exclusive interest rates and terms., • 0% Financing for Eligible Electric Vehicles (EVs), • Referral Incentives Generous Paid Time Off • 2–4 Weeks of Vacation based on officer level plus additional tenure-based time., • 64 Hours of Paid Sick Time for all full-time employees. Protection & Peace of Mind • Company-Paid Life Insurance, • Short- & Long-Term Disability Insurance, • Voluntary Life, Accident & Critical Illness Coverage, • Employee Assistance Program (EAP) with free counseling, legal, and financial services. Now Hiring: System Administrator We’re looking for a System Administrator who will keep Climate First Bank’s technology environment secure, reliable, and ready for growth. In this role, you will support critical on-premises and cloud-based systems, manage user access and lifecycle provisioning, strengthen operational controls, and serve as a trusted technical escalation point for complex issues across the organization. What You’ll Contribute: Keep Critical Systems Running Strong • Administer critical on-premises and cloud-based systems, including servers, virtualization platforms, endpoint management solutions, and core banking-related technologies., • Maintain system uptime, performance reliability, and lifecycle management through monitoring, maintenance, patching, and release planning., • Support disaster recovery planning, testing, and continuous improvement activities across infrastructure and mission-critical systems. Strengthen Access, Security, and Operational Controls • Manage Active Directory, Azure AD, group policies, identity and access controls, and user lifecycle provisioning in alignment with internal controls and regulatory expectations., • Ensure compliance with bank policies, information security requirements, and standards including BSA, AML, OFAC, NIST, and vendor-related controls., • Lead incident response and root-cause analysis for system-related outages, security events, or operational disruptions, coordinating with cybersecurity partners as needed. Build Clarity, Documentation, and Cross-Functional Partnership • Develop, maintain, and audit system documentation, diagrams, configuration baselines, and runbooks to ensure operational transparency and audit readiness., • Coordinate with Infrastructure, Cybersecurity, and Digital Banking teams to support system requirements, upgrades, integrations, and cross-department initiatives., • Serve as an escalation point for IT Specialists and System Administrators, providing technical leadership, mentorship, and quality assurance oversight. Champion Our Mission, Protect What Matters • Adopt a commitment to environmental, social, economic, and racial justice., • Stay informed of applicable regulatory requirements and complete all mandatory compliance and IT training., • Pursue and demonstrate an understanding of established Bank policies, procedures, and regulations., • Question suspicious activity and collaborate closely with the respective department(s) to help prevent fraudulent activity. What Makes a Stand-Out Candidate: Experience & Education • Bachelor’s degree completed or in progress in Information Technology, Cybersecurity, Engineering, or a related field; equivalent experience considered., • 2+ years of experience in systems administration, infrastructure engineering, or related IT roles, preferably in financial services., • Strong knowledge of Windows Server, Hyper-V, SaaS platforms, enterprise storage technologies, and secure configuration practices., • Proficiency with Active Directory, Azure AD, group policy, identity and access management, endpoint management, and Microsoft 365 administration., • Experience leading or participating in technical initiatives is preferred. Entrepreneurial Self-Starter - You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently and possess strong customer-service orientation with the ability to support high-level executives and their technology needs. A high-pace and high-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance. Organization & Efficiency- You manage your time like a pro and stay focused under pressure. You love a good system but also adapt to changing routines. You’re a master note-taker and checklist fanatic and stay on top of things with ease and consistency. Master Communicator- You communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with both external and internal stakeholders at all levels of the organization. Additionally, you summarize complex issues clearly and help others understand what needs to happen next. Banking & Fintech Acumen - You are highly educated in financial products and services, applicable regulations and laws. You also possess understanding of network fund, VPN technologies, MFA systems, and secure configuration practices and bring experience in patch management, configuration management, automation/orchestration tooling, scripting, and monitoring platforms. Tech-Forward and Analytical Thinking - You learn new tools quickly, are excited by innovation, and use technology to optimize secure, reliable, and efficient operations. You bring strong analytic and diagnostic skills and can translate complex technical issues into clear, actionable resolutions. Commitment to Being a Team Player - You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed. The Work Environment: • Remote role within the United States; Eastern Standard Hours., • Occasional U.S. travel for company events., • Tobacco-Free employer. All employees must affirm to be non-smokers or affirm commitment to cessation within 90-days of offer acceptance., • Sustained standing and sitting, frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor, occasional lifting up to 20 lbs. The Hiring Process: Applications must be submitted through the official application link. Resumes sent via other channels may be delayed or bypassed. Processing times may vary. Candidates selected to move forward will be contacted by the hiring team. Our process follows the Topgrading Methodology — we hire A-Players through a structured, transparent process that includes: • Cognitive and personality assessments, • An application form spanning your full education and work history, • 3 conversation stages with key team members- get to know us!, • Credit and background checks conducted before the final interview, • Final Step: Connect us with former mentors and managers of our choice for reference chats. We do not offer visa sponsorship and will not pursue candidates without valid work authorization. Equal Opportunity Statement: At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans E-Verify Statement: This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9

Job Description Fractional Chief Financial Officer - Nonprofit Focus (Open to Full and Part-Time) | Client Advisory Services | Albany, NY CEFO Advisors is a growing advisory firm built on strong relationships, practical thinking, and a high standard of client service. For over 13 years, we've supported organizations across the region by providing steady, experienced financial leadership when they need it most. Our team is made up of professionals who value organization, follow-through, and being dependable partners to both clients and each other. We take pride in creating an environment that is structured, supportive, and flexible. CEFO Advisors is proud to be named a 2025 Best Place to Work by the Albany Business Review, reflecting our commitment to a supportive and team-focused environment. Position Overview As a fractional CFO serving nonprofit organizations at CEFO Advisors, you will work with exciting mission-driven clients of varying sizes and complexity. You will manage client engagements and work directly with executive directors, finance committees, and boards to strengthen financial strategy, ensure compliance, and help organizations advance their missions with confidence. You will provide the forward-looking guidance leaders rely on to make informed, sustainable decisions. You must be based within 60 miles of Saratoga Springs, NY and able to commute to our offices and client sites as needed. Job Responsibilities • Review financial information and prepare client dashboards, • Provide regular strategic advice to executive directors and their leadership teams, • Review existing systems and recommend best practices to gain efficiency, • Manage internal and external accounting staff, • Prepare and/or review budgets, forecasts, and projection models, • Develop and maintain long-range financial plans and cash flow strategies, • Participate in client leadership, board, and finance committee meetings, • Develop banking relationships and support financing and lending needs, • Identify and correct existing client pain points, • Work hand in hand with clients to develop future strategic plans and milestones to success, • Prepare and analyze client assessment reports and manage implementation projects Nonprofit-Specific Responsibilities • Provide CFO-level oversight of fund accounting, including restricted vs. unrestricted funds, • Guide grant strategy, budgeting, compliance, and funder reporting across multiple funding streams, • Prepare board-ready financial packages and present financials to boards and finance committees, • Advise on cost allocation, reserve planning, and long-term financial sustainability, • Support audit readiness and coordinate with auditors and third-party CPA firms, • Ensure adherence to GAAP for nonprofit organizations and applicable regulatory requirements Who You Are • You are a strategic thinker who brings clarity and confidence to complex financial decisions, • You are driven by a genuine passion for helping mission-driven organizations succeed, • Organized is your middle name, and you believe in solutions, not problems, • You are willing to travel to clients throughout the Capital District, • You understand the balance and integration of finance, operations, and strategy, • You are willing to participate in and contribute to company-wide initiatives that strengthen our team and firm, • You approach everything with a "can-do" mindset, • You are consummate professional, and you do the right thing, always m Qualifications • 15+ years of progressive experience in accounting and finance, culminating in CFO or executive-level financial leadership responsibility, • Minimum 5 years of experience working with nonprofit organizations, • Strong command of nonprofit GAAP, fund accounting, grant compliance, and board reporting, • Ability to coach, mentor, and lead accounting staff, • Advanced knowledge of Microsoft Excel required, • Experience with QuickBooks, Sage products, and similar ERP systems; ability to adapt quickly to various client systems, • Experience with new system implementation is a plus!, • CPA, MBA, or CMA a plus!, • Mix of public accounting and private/nonprofit experience preferred, • Exceptional interpersonal and client service skills, • Excellent written and verbal communication skills, • Confidentiality and promptness are of utmost importance, • Must be based within 60 miles of Albany, NY Compensation and Benefits • Competitive compensation, commensurate with experience, • Generous incentive program and annual bonuses based on company performance, • Paid time off, including your birthday, • 401(k) with company match, • Health, vision, and dental insurance, • Hybrid work environment, • Supportive and collaborative team culture CEFO Advisors is an Equal Opportunity Employer. We are committed to providing equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, marital status, veteran status, or any other characteristic protected by applicable federal, state, or local law. This position requires the completion of a background check due to state and federal compliance requirements. Job Posted by ApplicantPro

SBA Loan Administrator Remote ABOUT THE ROLE Join a Fortune 500 Bank as an SBA Loan Administrator, supporting SBA loan operations by managing a complex portfolio and ensuring accurate documentation and compliance with regulatory standards. This remote position, based in Phoenix or Chicago, is responsible for administering SBA loans for a variety of entities, performing comprehensive due diligence, preparing and reviewing loan documentation, and acting as a subject matter expert on SBA loan procedures. You will collaborate closely with internal teams, participate in meetings, and play a key role in resolving complex loan administration issues while maintaining the highest standards of compliance and accuracy. WHAT YOU'LL DO • Administer SBA loans for individuals, trusts, LLCs, corporations, and partnerships, • Perform due diligence including UCC searches, title work, insurance verification, and flood certifications, • Prepare and review loan documentation using LaserPro, ensuring accuracy and completeness, • Monitor loan status and provide timely updates, including handling rush transactions, • Ensure full compliance with SBA guidelines and bank policies, • Act as a subject matter expert (SME) on SBA loan documentation and procedures, • Collaborate with internal teams and participate in pipeline calls and team meetings, • Support workflow coordination and resolve complex loan administration issues WHAT YOU BRING • 1–3 years of SBA loan administration experience, • Associate or bachelor’s degree, • Proficiency in Microsoft Office and LaserPro, • Strong understanding of SBA lending requirements and documentation standards, • Ability to manage complex loan portfolios and ensure regulatory compliance

DMI Finance is a growing financial services organization focused on delivering technology-enabled lending and investment solutions. DMI Finance partners with a range of institutions and technology providers to expand access to financial products and services. This position leads multiple engineering

About the job We are seeking a motivated and customer-focused Loan Officer in Colorado to join our growing team. The ideal candidate is self-driven, knowledgeable in residential lending, and comfortable managing the loan process from application through closing in a virtual environment. Key Responsibilities • Originate residential mortgage loans, including Conventional, FHA, VA, and Non-QM products, • Build and maintain strong relationships with clients, real estate agents, and referral partners, • Guide borrowers through the loan application process and provide clear, timely communication, • Analyze borrower financials to recommend appropriate loan products, • Ensure all loan files meet federal, state, and investor compliance requirements, • Collaborate with processing and underwriting teams to ensure smooth and timely closings, • Stay up to date on lending guidelines, market trends, and interest rate changes Qualifications • Active Loan Originator license (NMLS) required, • +1 year of experience as a Loan Officer or Mortgage Loan Originator preferred, • Strong knowledge of mortgage products and underwriting guidelines, • Excellent communication, sales, and relationship-building skills, • Ability to work independently in a remote environment, • Proficient with loan origination systems and digital documentation tools What We Offer • Competitive commission structure with high earning potential, • Access to a wide range of loan products and competitive rates, • Marketing and operational support, • Flexible schedule with autonomy over your pipeline, • Growth opportunities within a scaling organization

Emporium TPO has been named a Top Workplace three years in a row in the 2024, 2025, & 2026 Scotsman Guide! About Emporium: Emporium is a new wholesale origination platform that is dedicated to servicing professional mortgage brokers and non-delegated correspondent lenders. Our aspirations at Emporium are simple: build a team of talented individuals with shared values who think and behave like owners, create a culture that is focused on exceptional customer service and deliver quality products and returns to stakeholders. Come join us! Role Summary: The Account Executive will be responsible for establishing and maintaining relationships with mortgage brokers within their assigned sales territory. Account Executives will have a thorough understanding of the Company’s products, programs, and pricing. Responsibilities: • Manage the sales cycle, and consistently meet and exceed sales goals., • Train respective mortgage brokers on the loan packaging and submission requirements so that their loans are efficiently processed after submission., • Be a subject matter expert on the underwriting requirements of each loan product, handling all pre-submission questions from their mortgage brokers., • Understand the rate sheets and pricing for each loan product, handling pricing related questions from their mortgage brokers., • Present sales presentations to new and existing mortgage brokers on the company’s products, pricing and services., • Consistently research the market to understand all competitors., • Understand the rate lock process and requirements, answering lock related questions from their mortgage brokers., • Partner with Account Managers to ensure there is excellent communication and problem resolution on all loans in their pipeline. Requirements: • 5 years of experience in the residential lending industry, • 3 years of experience in a sales role in a wholesale lending channel, • Strong sales acumen and demonstrated history of achieving monthly sales targets, • Excellent verbal and written communication skills, • Excellent customer service skills, with client facing experience, • Excellent problem identification and resolution skills, • Knowledge of Agency, Non-Agency, Jumbo and Investor loan products Why Join Us? We’re committed to creating an environment where our team can thrive, both professionally and personally. Here’s what you can expect when you join our organization: Comprehensive Benefits from Day One • A range of medical, dental, and vision plan options to meet your needs, • Company-paid life insurance, short-term, and long-term disability coverage, • Access to an Employee Assistance Program offering confidential support for personal, work-life, and everyday needs Work-Life Integration That Works • 9 company-recognized holidays, plus your birthday off, • 2 floating holidays for added flexibility, • Generous PTO and sick time, • Paid time off to vote, • Paid parental leave and bereavement leave Growth & Development • Ongoing learning opportunities, from technical skills to leadership development, • Tuition reimbursement to support your continued education, • A collaborative culture that prioritizes internal growth and career mobility Financial Well-Being • 401(k) plan to help you plan confidently for the future Culture & Connection • Team-building events, company outings, and virtual gatherings that foster connection, • A workplace that values collaboration, recognition, and a sense of belonging And yes, we celebrate you • Enjoy a birthday surprise from us each year Emporium is an equal opportunity employer. At Emporium, we are committed to treating all Applicants and Associates fairly based on their abilities, achievements, and experience without regard to race, national origin, sex, age, disability, veteran status, sexual orientation, gender identity, or any other classification protected by law. All offers of employment are contingent upon the successful completion of a background check in accordance with company policy and applicable laws. Please Note: This position is being managed directly by our internal recruiting team. We are not accepting unsolicited resumes or candidate submissions from recruiting agencies, staffing firms, or third-party recruiters.

Company Description Argent Credit Union Inc. is a member-focused financial cooperative that provides a range of banking and lending services to individuals, families, and businesses. The organization is committed to delivering fair, transparent, and convenient financial solutions that support members at every stage of life. Team members work collaboratively to enhance service quality, strengthen member relationships, and promote financial wellness in the communities served. Argent Credit Union fosters a culture of integrity, accountability, and continuous improvement, encouraging employees to grow professionally while making a meaningful impact. Role Description The Strategic Account Specialist is a full-time remote role responsible for managing and growing key member and business relationships. In this position, the specialist develops and executes account strategies, conducts needs assessments, and delivers tailored financial solutions that align with member goals. Daily activities include preparing and presenting consultative sales proposals, monitoring account performance, identifying opportunities for cross-selling and upselling, and collaborating with internal teams to ensure a seamless member experience. The role also involves maintaining accurate records in CRM systems, analyzing data to support decision-making, and providing responsive, high-quality support to strategic accounts. The specialist contributes to sales operations processes and business development initiatives that advance the credit union’s growth objectives. Qualifications • Candidates should possess strong Account Management and Sales skills to effectively nurture relationships and achieve revenue targets., • Candidates should possess Business Development and Sales Operations skills to identify new opportunities and support efficient sales processes., • Candidates should possess Sales Presentations and communication skills to deliver clear, persuasive proposals to members and stakeholders., • Experience in financial services, banking, or credit unions is beneficial., • Proficiency with CRM software and basic data analysis tools is preferred., • Strong organizational skills, attention to detail, and the ability to manage multiple accounts in a remote environment., • Demonstrated ability to build trust, solve problems, and collaborate across teams., • Associate or bachelor’s degree in Business, Finance, Marketing, or a related field, or equivalent experience.

DarrowEverett LLP is looking for a Commercial Real Estate Paralegal to support our team in Providence Rhode Island or Boca Raton Florida. The candidate must have excellent drafting skills, be highly organized and detail-oriented, be able to multitask without sacrificing efficiency, be responsible, and be able to represent the firm, always, in ways that enhance its reputation. This position is heavily focused on providing commercial leasing support for an extremely wide range of lease types. The Real Estate Paralegal will assist attorney(s) by providing support services, including document preparation and review for commercial real estate closings, diligence, and leasing. This position may be considered for fully remote employees as well as those looking for a hybrid or in-office schedule. Duties/Responsibilities: • Expert skills in drafting and abstracting a variety of leases, including initial drafts of office leases, ground leases and retail leases using existing forms., • Exceptional attention to detail and thoroughness in performing diligence on real estate and financing transactions., • Reviewing surveys, title commitments, and exception documents., • Preparing documents relating to a variety of real estate, loan, and construction matters, based on consultation with business clients and review by attorneys, including but not limited to agreements, loan documents, and standard construction contracts., • Preparing ancillary real estate transaction documents such as escrow instructions, deeds, easements, owner’s affidavits, closing certificates, entitlements, settlement statements, etc., • Providing general assistance in real estate, lending, construction, and leasing transactions., • Proofreading legal documents to ensure accuracy and consistency., • Analyzing and summarizing documents, zoning ordinances, and statutes for review by attorneys., • Working closely with attorneys to resolve a variety of day-to-day issues and supporting a broad range of commercial transactions and projects. Required Skills/Abilities: • Minimum of 10+ years of experience as a Commercial Real Estate paralegal in a large firm environment., • Strong drafting abilities are a must., • Excellent verbal and written communication skills., • Understanding of legal language and principles, research methods, court pleadings and processes, and other related matters., • Excellent interpersonal and customer service skills., • Excellent organizational skills and attention to detail., • Excellent time management skills with a proven ability to meet deadlines., • Strong analytical and problem-solving skills., • Ability to function well in a high-paced and at times stressful environment., • Ability to maintain confidentiality, and to exercise discretion and good judgment., • Proficient with Microsoft Office Suite or related software. Education and Experience: • Degree in Paralegal Studies or related field preferred., • Relevant experience required.

A growing financial technology organization is seeking a Technical Lead, Platform to lead the design, development, and evolution of its backend platform services. This position is ideal for a senior engineer who combines deep Python expertise with architecture and technical leadership experience. You will remain hands-on while setting technical direction for backend systems, APIs, and platform services. You will also mentor engineers, establish development standards, and work closely with technology and business leadership to turn requirements into reliable production systems. Responsibilities: • Lead the architecture and development of Python-based backend services., • Design scalable, secure, and maintainable REST APIs., • Make technical and architectural decisions for backend platform capabilities., • Develop and review production-grade Python code., • Design scalable microservices and distributed systems., • Improve application monitoring, debugging, performance, and reliability., • Mentor engineers and establish strong backend engineering practices., • Partner with product, operations, and business stakeholders on technical delivery. Role Requirements: • 8+ years of backend software engineering experience., • Expert-level Python programming skills., • Deep understanding of core Python concepts, libraries, and development practices., • Strong experience building production backend services and APIs., • Experience with Django, Flask, and/or FastAPI., • Strong SQL, database design, and data-modeling experience., • Experience designing scalable APIs, microservices, or distributed systems., • Demonstrated architecture and system-design capabilities., • Experience providing hands-on technical leadership and mentoring engineers., • Strong debugging and problem-solving capabilities. Nice to Have: • AWS experience including services such as EC2, Lambda, RDS, or S3., • Experience with SQLAlchemy or similar ORM technologies., • Event-driven architecture experience., • Lending, fintech, or financial-services technology experience., • Experience within a smaller or growth-oriented technology organization.

Account Executive, Mid-Market Charlotte, NC preferred (we’re just north of the city) · Remote considered for the right person · Inside sales role — you’ll sell by phone, video, and email from a desk, not on the road The opportunity PayTomorrow is the consumer lending platform for the 62% of US consumers that Affirm and Klarna walk past. We're a profitable, differentiated business with a unique position in the market — proprietary near-prime lending wrapped around a multi-lender platform — and we're scaling the team to push PT Lending past $100M over the next three years. We've just built an AI-powered ICP scoring tool that tells you which merchants are actually worth your time before you make the first call. You'll spend your day on accounts that fit — not dialing through lists. The candidates who'll do well here are the ones who'd rather build a book that compounds than chase quick wins, and who back themselves to outperform from month one. What you'll do • Hunt mid-market e-commerce merchants doing $5–40M in revenue, 2–5 years old, currently running Affirm only — focused on our highest-converting verticals: auto & auto accessories, tires & rims, durable medical equipment, and sporting goods, • Run consultative sales cycles with founders and owner-operators, • Build merchant partnerships that compound: our reps earn evergreen commission on every account they bring in, for the life of the merchant, • Work alongside our merchant success team to make sure every merchant you sign actually produces, • Hit a target of $50K/month in incremental new fundings by Month 5 Who we're looking for • 5–10 years B2B sales experience, with a real outbound hunter motion, • Consumer lending, BNPL, fintech, or payments background preferred but not required, • Comfort with modern sales tooling — HubSpot, Zoom Info, and the AI tools we're building internally, • Self-starter mentality, especially if you're working remote, • You know how to build a multi-month pipeline and you don't need leads spoon-fed Who we're not looking for • Pure enterprise sellers used to 12-month procurement cycles, • Order-takers, • Anyone currently at Affirm, Klarna, Afterpay, or similar — wrong motion, conflict of interest Compensation • $80K–$100K base depending on experience, • Uncapped commission with an evergreen structure you won't find anywhere else in BNPL: full rate for the first 18 months, half rate for the next 18, then a quarter point on every merchant you sign for the life of the merchant., • Realistic Year 1 OTE: $150–175K. Year 2: $200–235K. Top performers earn $400K+ as their book compounds., • 100% employer-paid employee health coverage (dependents available at cost), • Real growth path — strong performers move into senior AE or specialist roles as the team scales How to apply Click apply to start, and send us two things: • Your resume. The current version is fine — we care about the numbers you put up, not the formatting., • A cover letter, 300 words maximum. Don’t summarize your resume. Answer one question instead: describe a territory, segment, or product where you started with nothing — no inbound, no warm list, no brand recognition — and tell us exactly how you built pipeline. What you did in the first week, where the first real meeting came from, and what that territory was producing six months later. Specifics and numbers beat adjectives. We’d rather read one honest account of a hard build than a polished letter about your philosophy of sales. Please send both your resume and cover letter to Ben Collins at . We read every application ourselves and respond within five business days.

We're a mission-led financial technology startup aimed at helping small and medium businesses. Our primary product is Early Pay: technology-enabled invoice financing that delivers critical cash flow to help businesses operate more efficiently. To date, we’ve paid over $1B to over 2,000+ businesses. We’re early stage. That means you will have a significant impact on the business’s trajectory, as well as the opportunity to participate in equity ownership when the company’s valuation still has LOTS of room to grow. You’ll also gain experience in an early-stage venture-backed company, working closely with leaders who helped build and scale fintech products at companies like Google, Honey (acq. by PayPal), Amazon, and Affirm. We're well funded (and profitable) We’ve raised significant capital from top tier venture investors and have several years of runway. With the launch of exciting new platform partnerships, we’re in a very good position to continue growing at a healthy pace - which is where you come in! About your role: We are looking for a technical and execution-oriented individual to help build and run revenue operations at Mesa, an embedded fintech company expanding access to working capital for small and medium sized businesses. This is a hands-on role for someone resourceful who enjoys solving problems, digging into data and operational details, and improving the systems and processes that help the business grow. Given the lean nature of our team, you will have a unique opportunity to learn from and work cross-functionally with GTM, Finance, Product, Risk, and Engineering to manage day-to-day execution and build long-term solutions. Your work will support both the development of new platform partnerships as well as the operation and scaling of our existing partnerships. You will work closely with our Sales team to drive revenue growth by accelerating the adoption and utilization of Mesa’s Early Pay products by suppliers. What you will do: • Own our CRM and connected GTM systems, including pipeline stages, workflows, integrations, and data quality, ensuring the team has reliable tools and information to execute, • Own the data underpinning our GTM efforts, including aggregating, understanding and synthesizing large datasets (eg lead lists, pre-qualification data) from various sources, enabling Sales to focus in the right places, • Support supplier activation and ongoing usage through customer segmentation, campaign tracking, and automated follow-up workflows, • Build, automate, and enhance reporting across the revenue lifecycle, including partner acquisition, supplier enrollment, first funding, repeat usage, and revenue growth, • Manage pipeline reporting and support forecasting with GTM and Finance, connecting commercial opportunities and customer activity to expected funding volume and revenue, • Analyze conversion, engagement, and retention to identify where partners and suppliers get stuck, and work with internal teams to implement and measure improvements, • Improve handoffs across GTM, Product, Risk, and Operations, helping ensure new partnerships and supplier relationships move efficiently from signed agreement to launch and first funding, • Develop partner scorecards and recurring business reviews that make performance clear, surface growth opportunities, and help prioritize commercial efforts, • Document processes, maintain playbooks, and train internal users on systems and workflows to reduce manual work and improve consistency as the business scales What we look for: • 5+ years of experience in revenue operations, sales operations, GTM operations, or a related function, preferably within fintech, lending, payments, or B2B financial services, • BA/BS degree in Finance, Economics, or a related field, or equivalent practical experience, • Hands-on experience administering a CRM (ideally HubSpot), including building workflows, managing data, and implementing integrations, • Strong analytical skills and excellent proficiency in Excel or Google Sheets, with experience building dashboards, forecasts, and actionable business reporting, • Familiarity with SQL, Python, and AI-enabled productivity and workflow automation tools is a strong plus, • Demonstrated ability to translate business needs into practical systems and processes, and drive cross-functional projects from problem identification through implementation, • Strong attention to detail, ownership mentality, and eagerness to live in the details, • Bias for action and ability to bring the right level of rigor while operating with ambiguity and balancing competing priorities, • Ability to translate complex commercial and customer data into clear, executive-level insights, with strong intuition around funnel conversion, customer utilization, retention, and unit economics Key team members you'll work with: • CFO, • CEO, • Sales, • Head of Product, • Engineering, • We are a small, tight-knit team so you will largely interact cross-functionally Have we got your interest? Our recruitment process is straightforward: • Submit your application, • Phone screen, • Three interviews, all over Zoom (in person if in the Denver area) Benefits: • Competitive salary + annual bonus, • Equity in a profitable, early-stage company, • Medical/Dental/ Vision Health Insurance, • 401k, • Flexible PTO, • Remote work from home within the United States, • Quarterly Team Offsites in fun places!

Job DescriptionCommercial Loan Officer EverPeak Recruitment Albany, New York Metropolitan Area (On-site) Commercial Loan Officer – Capital Region Albany, NY / Capital Region Base Salary: $85,000–$110,000 based on experience Total Earning Potential: $135,000–$180,000+ when including performance-based incentives EverPeak Recruitment is conducting an exclusive search for an experienced Commercial Loan Officer to join a well-established financial institution expanding its footprint into the Capital Region. This is an excellent opportunity for a relationship-focused banking professional who enjoys business development, commercial lending, and working directly with local business owners. The successful candidate will be responsible for developing new commercial relationships while managing and expanding an existing portfolio. Key Responsibilities Include: • Develop and maintain relationships with commercial clients and prospective borrowers, • Generate new business through networking, referrals, community involvement, and direct outreach, • Analyze financial statements and business performance to assess credit opportunities, • Structure and recommend commercial lending solutions based on client needs, • Manage an assigned commercial loan portfolio and monitor financial performance, • Balance portfolio growth with sound credit and risk management, • Identify opportunities for additional banking services, including cash management, deposits, merchant services, insurance, and wealth management, • Provide guidance on commercial lending programs, including SBA 7(a), • Develop referral relationships with local professionals, businesses, and community organizations, • Represent the organization at networking and community events, • Collaborate with colleagues and share knowledge to support team development What We're Looking For: • Commercial lending experience within a bank, credit union, or similar financial institutions, • Strong business development and relationship-management skills, • Experience analyzing financial statements and evaluating credit opportunities, • Knowledge of commercial loan products and underwriting principles, • Familiarity with SBA lending, • Excellent communication, networking, and interpersonal skills, • Ability to develop relationships and identify opportunities within the local business community, • Strong judgment, organization, and attention to detail Compensation & Benefits • $85,000–$110,000 base salary, based on experience, • Significant quarterly incentive opportunity, with high performers having the potential to earn $75,000+ annually in bonuses, • Medical, dental, and vision insurance, • Health Savings Account contribution, • Paid holidays and generous PTO, • 401(k) with employer match, • Tuition reimbursement, • Life insurance and AD&D coverage, • Short-term disability coverage, • Employee Assistance Program, • Professional development, advancement opportunities and more! Why Consider This Opportunity? This is an opportunity to join a stable, community-focused financial organization voted one of CNY's best places to work. Their commercial lenders are encouraged to build relationships, grow their portfolios, and become trusted advisors to local businesses. If you're an established commercial lender who enjoys business development, relationship building, and helping businesses secure the financing they need to grow, apply today!

Job DescriptionDescription: GENERAL OVERVIEW The Commercial Loan Officer position is a multifaceted and demanding role that requires a blend of financial acumen, sales ability, relationship management, and regulatory compliance. Commercial LOs are central to the credit union’s commercial lending operations, driving business growth while managing risk and ensuring member satisfaction. The position offers opportunities for professional development for individuals who excel in both the technical and interpersonal aspects of the job. This individual is expected to foster a positive sales environment by educating business members about CU’s products and services, while cross-selling additional commercial offerings. DUTIES AND RESPONSIBILITIES • Establish and sustain successful business member relationships that maximize: the sales and revenue of loans, commercial deposits, and products/services from the credit union., • Develop and negotiate terms of credit, including interest rates, loan structure, and collateral requirements, ensuring alignment with both the borrower’s needs and the credit union’s risk appetite., • Independently and strategically target the local business market to build awareness, brand image, credibility and new business for the credit union that encompasses all of the financial services we offer., • Utilize discretion and independent judgment to research and recommend products and services which will strengthen and increase business penetration as well as presence in the credit union’s community., • Independently create and engage in networking opportunities by scheduling and coordinating business appointments and visits. Participation in community and professional organizations is encouraged to increase the credit union’s visibility and create new business opportunities., • Duties are generally performed in an office environment but also will require travel to other credit union facilities and business related functions within the local community., • Prepare weekly & monthly progress reports., • Conduct seminars for existing and prospective business members., • Contribute to efficient credit union operations by performing other related duties as assigned. Reports To: Manager of Commercial Lending Work Schedule: Monday-Friday, 8:15am-5pm Requirements: • Two to five years financial or business lending experience required., • Bachelor’s degree required., • Must be self-directed, motivated, organized, detail oriented and possess excellent oral & written presentation skills., • Must have a demonstrable record in establishing new business lending/banking relationships and achieving annual goals., • Must be able to work independently with limited supervision and in a team environment., • Must be proficient in analyzing and reporting on financial data, both verbally and in written form, is essential., • Must be proficient in Microsoft Office applications, including Word, Excel, and Outlook.

POSITION SUMMARY FUNDINGO is seeking an Implementation Manager to join our growing Delivery team. The Implementation Manager owns client implementations day to day, from post-sale kickoff through training and go-live. You are the primary point of contact for clients during onboarding, responsible for managing the timeline, scope, risks, and communication while configuring the FUNDINGO platform to meet each client's business needs. You will manage multiple concurrent implementations, run client working sessions independently, and answer most client questions on your own. You will partner with our Solutions Consultant, who owns solution design for complex or unique requirements, advises on edge cases and best practices, and validates the approach when a project reaches the limits of standard functionality. ABOUT FUNDINGO FUNDINGO is a Salesforce-native loan management platform helping lenders manage the complete lending lifecycle, including origination, servicing, accounting, borrower management, and workflow automation. Our customers include non-bank lenders, private lenders, CDFIs, financial institutions, and organizations with complex lending operations. FUNDINGO serves as a mission-critical operating platform that powers how these organizations run their businesses. Our implementations can be complex and highly configurable, requiring coordination across customers, project managers, implementation resources, product experts, engineering, QA, and third-party vendors. RESPONSIBILITIES Implementation Ownership • Own assigned implementations day to day, leading clients through the full lifecycle from kickoff through training and go-live., • Manage project timelines, scope, milestones, and deliverables across multiple concurrent client projects., • Identify project risks early, discuss mitigation strategies with the client, and escalate issues when necessary., • Prepare daily and/or weekly status reports and communicate regularly with clients, obtaining feedback and approval throughout configuration., • Manage the Jira board for assigned projects, ensuring tickets are properly prioritized, assigned, and tracked to meet deadlines. Client Engagement & Requirements • Run requirements and configuration working sessions with clients independently., • Ask questions to fully understand client processes from start to finish, applying logical thinking to identify gaps and clarify the underlying need before proposing an approach., • Serve as the first line of answers for client questions about FUNDINGO functionality and configuration. Configuration & Delivery • Learn the FUNDINGO platform deeply and configure and test standard product functionality, including pages, fields, flows, and layouts, to meet client business needs., • Connect business requirements to specific configuration decisions, considering downstream impacts before making changes., • Troubleshoot configuration issues independently before escalating, and document issues clearly for the development team when escalation is needed., • Write detailed tickets based on gathered requirements, clearly outlining requirements, acceptance criteria, and relevant details., • Guide and assist clients through the data conversion and data migration process., • Develop training and configuration documentation to support internal and external stakeholders. Collaboration with Solutions Consultant • Recognize when a requirement is complex, unique, or outside standard product functionality, and bring in the Solutions Consultant for solution design., • Execute solution designs provided by the Solutions Consultant and keep them informed of implementation progress and issues., • Apply recommended implementation patterns and configuration standards consistently across projects. Continuous Improvement • Share feedback from client implementations to help improve FUNDINGO products, processes, and templates., • Record time spent on projects daily to ensure accurate tracking and reporting., • Attain quarterly and annual objectives defined collaboratively with management., • Additional tasks as assigned. REQUIREMENTS • 3-5 years of relevant experience in product implementation, business analysis, consulting, technical support, or technical problem-solving., • Salesforce administration, including building objects, fields, page layouts, and flows, • Demonstrated ownership of implementation work across multiple phases, from requirements through go-live., • Strong communication and customer relations skills, with a consultative approach to understanding client needs., • Ability to manage multiple concurrent projects and adapt quickly to changing priorities in a fast-paced environment. NICE TO HAVES • 2+ years of lending experience (loan origination, servicing, CDFI, or alternative lending), • Experience in client services in a B2B/SaaS environment, • Project Lead or Project Management experience, • Data Migration experience, • Jira experience WHAT WE OFFER The opportunity • Be part of the legacy of a growing company at an inflection point, with the chance to make a real impact on our mission, • Build and operate the delivery engine behind increasingly complex and enterprise-level customer engagements., • Take meaningful ownership rather than inheriting a narrowly defined corporate function., • Work directly with company leadership and have visibility into the broader business., • Build a function that can grow in scope and responsibility as FUNDINGO grows., • Help shape the operating model of a Salesforce-native lending technology company., • Work in a fully remote environment with a distributed team. The package • Competitive compensation package based on experience and market, • Full-time role with significant growth potential as FUNDINGO scales, • 100% of employee medical and dental premiums covered, • 401(k) with maximum match, vested as you go, • 15 paid holidays per year

Mortgage Underwriters may be involved in one or several types of mortgage lending (conventional, government-backed, etc. You may be required to work with more senior mortgage underwriters on loan exceptions having the authority to withdraw and decline loans. As an Underwriter you will be responsible

VP Credit Risk Analytics & Data Science Build the Future of SMB Lending Remote US I'm working with a fast-growing fintech lender that has already built strong foundations across credit, analytics, and portfolio management. The next chapter is different. The business is investing heavily in ML-driven decisioning, cashflow underwriting, portfolio intelligence, and automated credit strategies. They are looking for a senior leader to help shape that future. This isn't a maintenance role. It's a role for someone who wants drive innovation and impact across how underwriting, monitoring, pricing, and growth decisions are made over the next several years. What You'll Own • Credit strategy across the customer lifecycle, • Portfolio monitoring and performance optimisation, • ML-driven underwriting and decisioning initiatives, • Credit policy evolution and experimentation, • Growth vs risk trade-offs, • Leadership of Credit Analytics and Data Science capabilities, • Cross-functional partnership with Product, Engineering, and Executive Leadership What Makes This Different? ✅ Significant executive visibility ✅ High growth environment ✅ Ability to influence company strategy ✅ Strong appetite for innovation ✅ Large investments already made in cashflow data, analytics, and ML ✅ Opportunity to build rather than maintain Ideal Background We're open on title and sector, but successful candidates will typically come from: • SMB Lending, • Fintech Lending, • Embedded Finance, • Alternative Credit, • Credit Cards, • Revenue-Based Finance, • Cashflow Underwriting Experience with the following is required: • Sub-Prime Credit Strategy, • ML Driven Decision Science, • Portfolio Analytics, • ML-Driven Underwriting, • Alternative Data, • Cashflow / Transaction Data, • Automated Decisioning The Person You don't need to be a hands-on data scientist today. You do need to be comfortable leading in a model-driven environment, challenging methodologies, with knowledge of how models are built, and translating analytics into business outcomes. This role would suit someone who enjoys asking: "What should we build next?" rather than "How do we run what already exists?" 📍 US-Based | On-site / Hybrid DM me for more information.

Director, Product & Customer Success 📍 Fully Remote (Eastern or Central Time Zones preferred) Peregrin Services, a leader in business process automation for the financial services industry, is seeking a strategic, hands-on, and customer-focused Director, Product & Customer Success to lead our Product Management and Customer Success functions while helping identify opportunities for continued growth. At Peregrin, we've been transforming the way lenders manage debt and customer service since 2000. From collections and recoveries to IVR solutions and system integrations, we develop smart, scalable technology that supports credit card issuers and other lenders nationwide. This role is ideal for a player-coach who loves both building and doing. You'll help shape product strategy, turn customer and market feedback into new opportunities, strengthen key customer relationships, and lead a small team while building the processes and capabilities needed to support Peregrin's future growth. What You'll Do: ❖ Lead Peregrin’s product strategy, roadmap, and prioritization process, identifying opportunities for new products, services, and enhancements. ❖ Gather customer and market feedback, identify unmet needs, and translate insights into product, service, and growth opportunities. ❖ Build and strengthen key customer relationships, ensuring a strong customer experience while identifying opportunities to expand existing partnerships. ❖ Partner closely with Technology to translate customer and business needs into clear product requirements, priorities, and solutions. ❖ Lead, coach, and develop the Product and Customer Support teams while remaining hands-on and actively involved in day-to-day execution. ❖ Build scalable Product and Customer Success processes and help identify future team, resource, and capability needs as Peregrin grows. ❖ Partner with the CEO on select business development opportunities, customer presentations, demonstrations, and strategic relationship initiatives. ❖ Collaborate across Product, Technology, Operations, and leadership to ensure priorities align with customer needs and business objectives. What You'll Bring: ❖ 8+ years of progressive experience across Product Management, Customer Success, customer-facing technology, or related functions. ❖ Strong Product Management/Product Strategy experience, including gathering customer needs, prioritizing opportunities, and shaping product roadmaps. ❖ Proven ability to build strong customer relationships and translate customer and market needs into product, service, and growth opportunities. ❖ A true player-coach mindset, with the ability to balance strategic leadership, hands-on execution, and development of a small team. ❖ Experience partnering with Technology or Engineering to develop and deliver customer-facing solutions. ❖ Strong business judgment, communication, and problem-solving skills, with the ability to thrive in a growing, evolving organization. Bonus Points For: ❖ Experience within financial services, banking, lending, fintech, regtech, credit counseling, SaaS, or another regulated industry. ❖ Experience combining Product Management with Customer Success or strategic customer relationship responsibilities. ❖ Experience identifying and developing new products or services based on customer and market insights. ❖ Experience expanding existing customer relationships through additional products, services, or solutions. ❖ Experience building or improving Product Management or Customer Success processes within a smaller or growing organization. ❖ Experience hiring, developing, or leading Product and Customer Success/Support professionals. ❖ Experience supporting complex B2B customer relationships. Base Salary Range: $150,000 - $170,000, based on background and experience. Additional performance-based incentive opportunities may be available based on customer expansion, business growth, and other performance objectives. Ready to Help Shape What's Next at Peregrin? If you're a hands-on Product and Customer Success leader who enjoys building, problem-solving, and staying close to both customers and execution, we'd love to hear from you. #hiring #ProductManagement #CustomerSuccess #ProductStrategy #ProductLeadership #CustomerExperience #Fintech #FinancialServices #SaaS #Banking #RemoteJobs #ProductInnovation #B2B #PeregrinServices Gallagher's HR & Organizational effectiveness team provides expert guidance and hands-on support in HR, Recruiting, and Payroll to help organizations stay focused on achieving their strategic business goals.

TrySmartly · Remote (United States) · Full-Time About Smartly TrySmartly is building a next-generation consumer lending marketplace for underserved and subprime borrowers. We take in traffic and lead submissions from distribution partners, enrich and evaluate that data, and connect consumers with lenders and financial-services providers through API integrations, intelligent matching and routing, and data-driven decisioning. We are early-stage, led by our Co-founder that has built and scaled marketplace platforms before, including leadership from Even Financial (now part of MoneyLion / Gen Digital) and Bankrate. The playbook is still being written, decisions get made in days rather than quarters, and the person in this role will have real influence over how the business scales. About the Role We are hiring a product leader to own Smartly’s consumer lending marketplace end to end — from the moment traffic or a lead enters through an affiliate, partner API, or referral experience, through enrichment, qualification, lender matching, offer presentation, redirect, and downstream conversion. This is a hands-on job. In a given week you might review source-level funnel analytics, design an A/B test, write requirements for a lead-post API, work through a data schema with an engineer, and discuss revenue per lead with the commercial team. You will work directly with the founders. We are open on level. Strong Senior PM and Director-level candidates should both apply; we will set the title to match experience. What You’ll Own Consumer funnel and conversion • The end-to-end funnel, from acquisition or lead ingestion through lender conversion and monetization., • A continuous experimentation roadmap — A/B tests, cohort and source-level analysis, field-level drop-off — and the discipline to turn findings into shipped changes. Marketplace and monetization • Product strategy for lead monetization: lender eligibility and knockout criteria, offer matching and ranking, routing logic, and traffic allocation., • The move from primarily rules-based matching toward scored, data-driven routing and ranking, in partnership with Data Science. APIs and partner integrations • Requirements and roadmap for lead-ingestion APIs, buyer and lender integrations, and third-party data connections — payloads, schemas, webhooks, conversion events, attribution, error handling, and monitoring., • Tooling and process that shorten the path from signed partner to live, measurable integration. Data and measurement • The measurement framework for the funnel and the marketplace: volume by source, eligibility and offer rates, click-through, application and approval rates, revenue per lead, and downstream quality., • Evaluation and integration of enrichment sources — credit attributes, identity, verification, income and employment, behavioral signals — where they measurably improve matching, conversion, or revenue per lead. What We’re Looking For • 5+ years in product management — fintech, consumer lending, marketplaces, lead generation, performance marketing, adtech, or another data-heavy consumer business., • Ownership of a funnel, marketplace, or performance product with measurable accountability for conversion, revenue, or unit economics., • Real fluency with REST APIs, JSON, data schemas, event tracking, and webhooks — enough to write the spec and help debug the integration., • Strong experimentation and funnel-analysis skills, and the ability to define the KPIs rather than inherit them., • SQL, or a demonstrated ability to get answers out of large datasets without waiting on someone else., • Comfort in an early-stage environment with incomplete tooling and shifting priorities. Nice to Have • Consumer lending, personal loans, or credit products., • Multi-lender or multi-buyer marketplaces: waterfalls, auctions, lead scoring, offer management., • Third-party data providers, enrichment services, or identity and verification tools., • Working with Data Science or ML on predictive models, ranking, or decisioning systems., • Regulated consumer financial services; product analytics tools such as Amplitude, Mixpanel, Looker, or Tableau. Why This Role You will not inherit a roadmap. You will help decide how Smartly ingests leads, enriches data, matches consumers to lenders, presents offers, and measures what happens after the redirect — with direct access to the leadership team and the latitude to act on what the data says. If you like funnels that are visibly broken, marketplace economics that are still being worked out, and the chance to build decisioning systems from close to scratch, this is that job. Compensation *Base: $150K to $190K *Bonus: Up to 10% of Annual Base, tied to company financial performance and individual goals Equal Opportunity TrySmartly is an equal opportunity employer. We consider all qualified applicants without regard to any characteristic protected by applicable federal, state, or local law. The responsibilities outlined above are not exhaustive, and the employee may be asked to take on additional duties as business needs evolve. *Compensation varies based on experience, skills, and relevant knowledge. The responsibilities outlined above are not exhaustive and the employee may be asked to take on additional duties as business needs evolve.

About the job We are seeking a motivated and customer-focused Loan Officer in Tennessee to join our growing team. The ideal candidate is self-driven, knowledgeable in residential lending, and comfortable managing the loan process from application through closing in a virtual environment. Key Responsibilities • Originate residential mortgage loans, including Conventional, FHA, VA, and Non-QM products, • Build and maintain strong relationships with clients, real estate agents, and referral partners, • Guide borrowers through the loan application process and provide clear, timely communication, • Analyze borrower financials to recommend appropriate loan products, • Ensure all loan files meet federal, state, and investor compliance requirements, • Collaborate with processing and underwriting teams to ensure smooth and timely closings, • Stay up to date on lending guidelines, market trends, and interest rate changes Qualifications • Active Loan Originator license (NMLS) required, • +1 year of experience as a Loan Officer or Mortgage Loan Originator preferred, • Strong knowledge of mortgage products and underwriting guidelines, • Excellent communication, sales, and relationship-building skills, • Ability to work independently in a remote environment, • Proficient with loan origination systems and digital documentation tools What We Offer • Competitive commission structure with high earning potential, • Access to a wide range of loan products and competitive rates, • Marketing and operational support, • Flexible schedule with autonomy over your pipeline, • Growth opportunities within a scaling organization

Job Title Real Estate Finance Attorney Locations Multiple U.S. office locations available Compensation Highly competitive base salary, bonus, and benefits package. Compensation will be tailored based on experience, credentials, and any existing client relationships. The Opportunity A leading AmLaw 100 national law firm is seeking Real Estate Finance attorneys from Junior Associate through Junior Partner level to join its growing Real Estate Finance practice. The firm is hiring across multiple established teams and is seeking attorneys with experience across a range of sophisticated commercial real estate finance matters, including loan originations, refinancings, restructurings, preferred equity financings, warehouse lending structures, CRE repurchase (“repo”) facilities, loan origination and bridge lending. Key Responsibilities • Handling sophisticated commercial Real Estate Finance transactions from initial structuring through closing, • Advising clients on loan originations, refinancings and restructurings, • Advising on bridge lending transactions, • Working on preferred equity financings and warehouse lending structures, • Handling commercial real estate repurchase (“repo”) facilities, • Drafting and negotiating loan documentation and related financing documents, • Representing lenders and/or borrowers in sophisticated financing transactions, • Managing transactions independently while working closely with senior attorneys and clients, • Working directly with sophisticated institutional clients and transaction participants, • Developing and maintaining strong client relationships, • Collaborating with attorneys across Real Estate and other complementary practice areas, • For senior-level candidates, contributing to business development and the continued growth of the practice Candidate Profile • 3 - 8+ years experience practicing Real Estate Finance, • Experience with loan originations, refinancings and/or restructurings, • Bridge lending experience, • Experience with preferred equity financings, warehouse lending structures and/or CRE repo facilities where applicable, • Lender-side experience preferred for relevant opportunities, • Strong drafting, negotiation and analytical skills, • Ability to manage complex transactions with a high degree of independence, • Experience working directly with sophisticated clients and transaction participants, • Strong academic and professional credentials, • Existing client relationships or portable business are welcomed at the senior level, but a substantial portable book is not necessarily required Why Consider This Opportunity? • Join a sophisticated national Real Estate Finance platform with multiple established teams., • Work on complex and sophisticated commercial real estate financing transactions., • Greater rate flexibility can provide an important commercial advantage for senior attorneys developing or retaining client relationships., • Access to complementary practice areas and broader firm resources., • A collegial and supportive environment with an entrepreneurial approach to attorney development., • Multiple office locations available across the U.S. Candidates whose backgrounds specifically include sophisticated Real Estate Finance transactions are encouraged to apply. If interested, candidates can apply directly or contact Melissa at Verrus.

Ensure the physical readiness of Army Soldiers If you're a skilled physical therapy professional seeking a career that blends your expertise with a commitment to serving the U.S. Army, becoming an Army Physical Therapist could be the perfect fit for you. Outstanding Opportunities As a U.S. Army Physical Therapist, you'll play a vital role in enhancing the well-being of Soldiers and their families through intervention, prevention, treatment, and rehabilitation. You'll have access to cutting-edge equipment, ongoing education through courses, seminars, and training, as well as opportunities to conduct research that advances the field. The Army also offers an opportunity for advanced education through the Army-Baylor University Doctoral Program in Physical Therapy (DPT). This is an entry-level, nationally ranked program held at the U.S. Army Medical Center of Excellence, Joint Base San Antonio (JBSA), Texas. This two-phase program provides 18-months of graduate didactic coursework plus a 12-month supervised clinicals internship. Upon graduation, you will be awarded a Doctoral degree in Physical Therapy from Baylor University and will be eligible to sit for the state licensure. You will incur a 60-month Active Duty Service Obligation (ADSO). To learn more about the DPT, visit https://military.robbins.baylor.edu/physical-therapy/physical-therapy-dpt. If you choose to serve in the Army Reserve, you can support your country when needed while remaining active in your local community. No matter how you serve, a career as an Army Physical Therapist allows you to make a meaningful impact in critical ways. Outstanding Benefits When you join the Army Medical Specialist Corps, you’ll be making a difference in the lives of our Soldiers and the country at large while gaining access to invaluable opportunities, leadership training, and a competitive benefit package. Benefits may include: ★ Repayment of qualified education loans to lending institutions, paid annually over a maximum of three years while serving ★ Based on your field of concentration, you may be eligible for an accession bonus ★ Travel opportunities within the U.S. and overseas ★ Up to 30 days of paid vacation earned annually ★ Enrollment in the Uniformed Services Blended Retirement System ★ No- to low-cost medical and dental care for you and your family ★ Commissary and post exchange shopping privileges ★ Specialized training to become a leader in medicine Eligibility Requirements ★ Applicants must possess a conferred doctorate degree in physical therapy (DPT) from a Commission on Accreditation in Physical Therapy Education (CAPTE) program ★ Must have a current, unrestricted licensure in physical therapy to practice in the United States, District of Columbia or Puerto Rico ★ Must be a U.S. citizen to serve on Active Duty ★ Must have at least a permanent U.S. residency for Army Reserve Have questions or want more information? To find out more information about becoming a Physical Therapist in the U.S. Army, visit www.goarmy.com/medicine. You may also reach out to your local Army Healthcare Recruiter and learn how you can get started on your journey as an Army Physical Therapist.

K–$170K base salary with uncapped earnings.

Drive TPO helps mortgage brokers move faster, compete smarter, and close more business through competitive products, responsive support, practical technology, and a team that understands the wholesale mortgage space. Maintain strong knowledge of industry trends, lending guidelines, company bulletins

We are seeking a motivated and customer-focused Loan Officer to join our growing team. This is a remote position, with a primary focus on serving clients in the Aurora Metropolitan area. The ideal candidate is self-driven, knowledgeable in residential lending, and comfortable managing the loan process from application through closing in a virtual environment. Key Responsibilities • Originate residential mortgage loans, including Conventional, FHA, VA, and Non-QM products, • Build and maintain strong relationships with clients, real estate agents, and referral partners, • Guide borrowers through the loan application process and provide clear, timely communication, • Analyze borrower financials to recommend appropriate loan products, • Ensure all loan files meet federal, state, and investor compliance requirements, • Collaborate with processing and underwriting teams to ensure smooth and timely closings, • Stay up to date on lending guidelines, market trends, and interest rate changes Qualifications • Active Colorado Loan Originator license (NMLS) required, • 2+ years of experience as a Loan Officer or Mortgage Loan Originator preferred, • Strong knowledge of mortgage products and underwriting guidelines, • Excellent communication, sales, and relationship-building skills, • Ability to work independently in a remote environment, • Proficient with loan origination systems and digital documentation tools What We Offer • 100% remote work environment, • Competitive commission structure with high earning potential, • Access to a wide range of loan products and competitive rates, • Marketing and operational support, • Flexible schedule with autonomy over your pipeline

Loan Officer or Mortgage Loan Originator preferred. Originate residential mortgage loans, including Conventional, FHA, VA, and Non-QM products. Analyze borrower financials to recommend appropriate loan products.

Senior Mortgage Underwriter - Build With Us. As a Senior Underwriter at June Point Lending, you'll be a foundational member of our credit team, directly underwriting Non-QM loans while helping us build and refine our underwriting process and automation capabilities. This is a hands-on role with stra

Founded in 2009, Zest AI has been pioneering innovative AI technology with a mission to expand credit access to create opportunities for more Americans to pursue their financial goals. Zest AI is transforming the $17 trillion US consumer credit market by delivering AI technology that helps lenders identify creditworthy borrowers overlooked by traditional methods, while leveling the playing field so financial institutions of all sizes can harness AI to provide better lending experiences. With over 50 issued and pending patents across automation, accuracy, performance, and model explainability, Zest AI is a leader in financial technology, providing financial institutions with AI tools that create a more resilient US financial system and a stronger U.S. economy. With over 600 active AI models, financial institutions rely on Zest AI's comprehensive suite of solutions spanning marketing, underwriting, fraud detection, lending intelligence, and more to make smarter lending decisions while improving profitability. This US-based technology as a service company is headquartered in Los Angeles, California. Zest is hiring for a Client Success Associate to help us drive through our next phase of growth. Client Success Associate at Zest AI are on the front-line with our clients, leading all aspects of our engagements with banks, credit unions, and specialty lenders. Pairing razor-sharp business acumen with client relationship-building skills and working with our world-class teams of engineers and product managers, data scientists, and business analysts, Client Success Associates put the pieces together to deliver major business value from artificial intelligence / machine learning for our clients. This can be either a hybrid role, in the greater Burbank, CA area, or a remote role, sited anywhere in the continental United States. In this role you will: • Be accountable for successful client engagements, • Collaborate with a team of data scientists and analysts building machine learning models to demonstrate the technology’s business value, • Drive client-specific partnership strategy, in deep collaboration with our business development and sales organizations, by knowing the client organization inside and out, • Lead communication of engagement results to both the client executive team and internally to Zest, • Coordinate internally with Zest executives and product and technology leadership to ensure client needs are met by our product offerings We are looking for: • 2-5 years of experience with complex, data-driven problem solving, with demonstrated ability to lead teams and drive large projects. Consulting experience a plus, as is customer success experience (supporting a technology offering), • Bachelor's Degree in analytical/quantitative field, • Top 1% quantitative analytics skills, • Strong interpersonal, leadership, and communication skills; a proven aptitude for building and maintaining strong relationships. Passion for engaging with clients and delivering value to our partners, • Ability to work in a fast-paced, collaborative environment, • A results-oriented, highly self-motivated, can-do, and quick-to-learn personality, • Must have a reliable internet connection and a dedicated home office Perks and benefits All Zestys experience: • The opportunity to join a mission-focused company, • People – the best part of Zest, • Robust medical, dental and vision insurance plans, • Annual bonus plan participation, • 401(k) with generous match, • Employee Awards and Recognition, • 11 company holidays, • Winter break (office closed between Christmas Eve and New Year's Day), • Unlimited vacation time, • Employee Resource Groups and Diversity, Equity, and Inclusion forums, • Generous family leave policy (12 week maternity leave / 6 week paternity leave), • Phone and internet allowance, • Employee gatherings, including quarterly Town Hall meetings Our Burbank, CA area, hybrid model (typically 1 day/week) Zestys also enjoy: • Complimentary daily lunches from LA’s best restaurants and a fully stocked kitchen, • Beautiful, modern, dog-friendly office with lounge and gaming areas, • Complimentary manicures, pedicures, and mindfulness sessions, • Reimbursable membership to the onsite gym, • Company happy hours, social events, outings, volunteer opportunities and much more!, • Onsite car wash service About Zest AI: Creating a diverse and inclusive culture where all are welcomed, valued, and empowered to achieve our full potential is important to who we are and where we’re headed in the future. We know that unique backgrounds, experiences, and perspectives help us think bigger, spark innovation, and succeed together. Zest is committed to diversity, equity, and inclusion and encourages professionals from underrepresented groups in technology and financial services to apply. Our core values are Collaboration, Communication, Client-centricity, Bias for Action, and Heart. Learn and connect with us on Twitter@Zest_AI or our Insights blog (https://www.zest.ai/cms/insights).

AngelAi is the fintech innovation arm of Sun West Mortgage Company, a trusted leader in mortgage lending since 1980. You’ll help build a predictive, emotionally responsive mobile interface for highly complex use cases like mortgage lending and financial services.

The company specializes in residential mortgage solutions that support both borrowers and lending partners, emphasizing responsible lending practices and customer service. Employees are encouraged to develop their expertise in mortgage products and compliance, contributing to a reliable and efficien

Location: 4910 Tiedeman Road, Brooklyn Ohio About the Job The Compliance Officer will be a member of the Real Estate Lending and Enterprise Default team within Compliance Risk Management. They will provide support to various lines of business by researching, interpreting, and assisting with applying the assigned laws and regulations to each applicable line of business processes and systems. They will provide consultative advice to applicable lines of business related to compliance, perform oversight activities and assume responsibility for mitigating and discouraging actions that may expose KeyCorp and its affiliates to risk outside its desired risk appetite. Essential Job Functions • For assigned lines of business and/or regulations, serve as the corporate compliance subject matter expert., • Demonstrate working knowledge of banking/consumer compliance laws and regulations and apply them to risk management strategies., • Develop relationships of trust and confidence with the lines of business., • Provide second line of defense oversight and monitoring of processes and controls, identify improvements and facilitate necessary changes., • Document testing results in concise management reports and escalate significant risks., • Review policies and procedures for consistency with current banking and securities regulations., • Educate and provide consultative advice on various regulations., • Provide independent review and challenge to various business activities., • Participate in various projects related to mitigating risk to Key., • Ensure that systems utilized by lines of business function in a compliant manner. Required Qualifications • Bachelor's Degree required; Juris Doctorate or CRCM preferred, • Minimum 3 years of experience as a financial services audit or compliance professional, bank regulator or other comparable legal experience., • Demonstrated knowledge of RESPA, TILA, FDCPA, FCRA, ECOA, FDPA, SCRA, HPA, UDAAP and other consumer protection regulations, including state-specific requirements., • Practical knowledge of internal controls, risk assessments and compliance processes, and applicable techniques for implementation of regulatory requirements., • Established relationship management skills. Proven ability to work in a team environment., • Sound decision-making skills; able to make decisions independently and quickly., • Solid written and oral communication skills and the ability to communicate up and across the organization., • Strong research skills coupled with strong problem solving/analytical skills., • Strong attention to detail. Work Location Category • Hybrid (3+ days) COMPENSATION AND BENEFITS This position is eligible to earn a base salary in the range of $71,000.00 - $125,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment. KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

Company Description Hum Capital is revolutionizing the traditional fundraising process with a focus on efficiency, transparency, and data-driven decision-making. We connect exceptional companies with appropriate sources of capital, emphasizing business fundamentals and performance over traditional gatekeeping and social proof. By helping private companies better understand their financing options and connect with capital providers, Hum empowers businesses to access the capital they need to grow. Our mission is to create a world where access to capital is no barrier to realizing potential. Role Description Hum Capital is seeking an experienced lending and financial origination professional to source, qualify, and develop financing opportunities with established businesses seeking non-dilutive capital. This role is designed for someone with experience in regional or commercial banking, direct lending, private credit, alternative lending, investment banking, specialty finance, or a similar financial origination environment. The ideal candidate understands how to evaluate a company's financing needs, engage credibly with CEOs and CFOs, assess financial information, and identify opportunities that fit a lender's credit appetite. You will build relationships directly with business owners and executives as well as referral partners, including brokers, advisors, bankers, and other financial intermediaries. You will own opportunities from initial engagement and qualification through handoff and collaboration with Hum's investment and deal teams. This is not a traditional SaaS or generalist sales role. Success requires a working understanding of lending, credit, financial statements, and the financing needs of private companies. What You'll Do Originate and Qualify Lending Opportunities • Source and develop financing opportunities with established private companies seeking non-dilutive capital, • Engage directly with CEOs, CFOs, founders, and other senior executives to understand their capital needs, business performance, and financing objectives, • Conduct substantive discovery conversations covering revenue, profitability, growth, existing debt, capital structure, use of proceeds, and financing requirements, • Review company financial information and identify opportunities that align with Hum's lending and investment criteria, • Understand borrower needs and position appropriate direct lending and other financing solutions, • Work closely with Hum's investment and deal teams to advance qualified opportunities through the financing process Build and Manage Referral Relationships • Develop and maintain relationships with brokers, bankers, financial advisors, M&A professionals, consultants, and other intermediaries who can generate qualified deal flow, • Build a network of referral partners across Hum's target markets, • Educate referral partners on Hum's lending criteria, financing solutions, and ideal borrower profile, • Identify opportunities to expand productive referral relationships and generate repeat deal flow, • Partner internally to structure and execute referral relationships where appropriate Manage Inbound and Outbound Deal Flow • Serve as a primary point of contact for companies seeking capital, • Rapidly assess inbound opportunities to determine credit and financing fit, • Conduct targeted outbound origination to identify prospective borrowers and referral sources, • Maintain an active pipeline of qualified financing opportunities across industries and geographies, • Accurately manage deal activity, borrower information, follow-up, and pipeline progression in Salesforce, • Maintain disciplined and timely follow-up throughout the origination process Deliver a Best-in-Class Borrower Experience • Build credibility with executives by understanding their businesses and financing objectives, • Act as a knowledgeable resource throughout the early stages of the financing process, • Set appropriate expectations around financing structures, process, documentation, and next steps, • Ensure a professional, responsive experience for borrowers and referral partners, • Coordinate effectively with underwriting, investment, and deal teams as opportunities progress Who You Are • 3+ years of relevant experience in lending, financial origination, or capital markets, ideally within regional or commercial banking, direct lending, private credit, alternative lending, specialty finance, investment banking, or a comparable financial institution, • Demonstrated experience originating, evaluating, or supporting debt financing transactions, • Experience working directly with business owners, CEOs, CFOs, or other senior financial decision-makers, • Working knowledge of commercial credit and lending fundamentals, • Ability to understand and discuss financial statements, including income statements, balance sheets, and cash flow statements, • Comfortable discussing revenue, EBITDA, leverage, debt capacity, use of proceeds, and other fundamental credit considerations, • Ability to assess a financing opportunity and communicate its merits to investment and credit professionals, • Strong understanding of how businesses evaluate and use debt capital, • Excellent verbal and written communication skills, • Highly driven, responsive, and comfortable operating in a fast-paced origination environment, • Demonstrated ability to build relationships and generate deal flow Candidates whose experience is primarily general SaaS, technology, or non-financial sales without meaningful lending, credit, banking, or financial origination experience are unlikely to be a fit for this role. Nice to Have • Existing network of brokers, bankers, financial advisors, private equity professionals, independent sponsors, or other referral sources, • Experience originating loans or credit facilities for lower-middle-market or middle-market businesses, • Experience with term loans, working capital facilities, growth capital, acquisition financing, or other commercial credit products, • Experience in private credit, specialty finance, fintech lending, or non-bank lending, • Experience working with underwriting, credit committees, or investment committees, • Familiarity with Salesforce or similar CRM and pipeline-management tools, • Bachelor's degree in finance, accounting, economics, business, or a related field Why This Role • Direct exposure to business owners, executives, lenders, and capital markets, • Opportunity to originate and develop meaningful private-company financing transactions, • Work alongside experienced investment and credit professionals, • Build a valuable network across banking, private credit, private equity, advisory, and the broader financial ecosystem, • Join a fast-paced organization working to modernize how private companies access capital

Client Director – Hunter Sales Reports To: Vice President Role: Full time, Individual Contributor Department: Sales Location: Remote – United States Evalueserve is a global leader in AI‑enhanced managed services, driving operational efficiency and scalability for top financial institutions. With 5,000 specialists worldwide, we combine deep domain expertise with AI and automation embedded directly into client workflows to deliver up to 40% productivity gains. Today, over 100 financial institutions partner with us—including 6 of the 10 largest global corporate and investment banks, leading asset managers, private markets firms, and regional players across North America, Latin America, EMEA, MENA, and APAC. We bring deep expertise across the deal lifecycle, credit lending operations, investment research, quantitative investment strategies, risk management, and more. Our solutions are regularly recognized by industry analysts such as Forrester, Chartis, and Everest Group. Job Summary: We are seeking a high-impact, results-driven Sales Leader with a demonstrated ability to win net-new enterprise business within the Data, Analytics, and AI landscape. This individual will play a critical role in accelerating revenue growth, expanding our market presence, and establishing strategic client relationships across target industries. The ideal candidate brings a strong track record of enterprise sales success, deep C-suite relationships, and significant experience selling Data & AI solutions, Analytics, Cloud, Digital Transformation, or Technology Consulting services. They will be responsible for developing and executing growth strategies, building a robust sales pipeline, opening new logos, engaging executive stakeholders, and closing large-scale transformational engagements. Key Tech/Domain Focus: Generative AI & LLMs, Data Intelligence Platforms (Databricks, Snowflake, AWS, Azure), AI Data Services (Annotation/Ops), Analytics, and Agentic Workflows. Key Responsibilities • New Logo Acquisition & Pipeline Generation, • Drive relentless outbound prospecting to identify and secure net-new logos within strategic enterprise target accounts, • Own the entire sales cycle, from cold outreach and initial pitch to proposal creation, pricing strategy, negotiation, and final closure., • Leverage and aggressively expand your existing network of decision-makers in the AI, cloud, and big data spaces, • Consultative & Value-Based Selling, • Translate emerging AI concepts (e.g., LLMs, Agentic AI, vector databases) into tangible business outcomes and ROI for non-technical C-level executives, • Partner with Solutions Architects and Pre-Sales teams to customize highly technical data architectures, data engineering, and AI solutions to match specific customer use cases, • Formulate and present world-class proposals, responding effectively to RFPs and RFIs, • Partner & Channel Orchestration, • Collaborate closely with technology partner ecosystems (e.g., AWS, Microsoft, Snowflake, Databricks, Google Cloud) to drive co-selling motions and access whitespace accounts, • Maintain impeccable pipeline hygiene and forecasts within CRM tools Required Qualifications • Experience: 15+ years of quota-carrying B2B enterprise professional consulting sales experience, with a solid 3+ years specifically selling Data & AI solutions, • Proven Track Record: Consistent history of exceeding sales quotas and closing net-new business in a fast-paced environment, • Executive Presence: Prior success in building relationships and negotiating contracts with CIOs, CDOs, and CTOs., • Domain Expertise: Clear ability to articulate complex cloud computing, big data architecture (Lakehouse/Data Mesh), analytics platforms, and AI/ML ecosystems, • Experience managing multimillion-dollar opportunities and long sales cycles., • Bachelor's degree required; MBA preferred.

Client Director – Hunter Sales Reports To: Vice President Role: Full time, Individual Contributor Department: Sales Location: Remote – United States Evalueserve is a global leader in AI‑enhanced managed services, driving operational efficiency and scalability for top financial institutions. With 5,000 specialists worldwide, we combine deep domain expertise with AI and automation embedded directly into client workflows to deliver up to 40% productivity gains. Today, over 100 financial institutions partner with us—including 6 of the 10 largest global corporate and investment banks, leading asset managers, private markets firms, and regional players across North America, Latin America, EMEA, MENA, and APAC. We bring deep expertise across the deal lifecycle, credit lending operations, investment research, quantitative investment strategies, risk management, and more. Our solutions are regularly recognized by industry analysts such as Forrester, Chartis, and Everest Group. Job Summary: We are seeking a high-impact, results-driven Sales Leader with a demonstrated ability to win net-new enterprise business within the Data, Analytics, and AI landscape. This individual will play a critical role in accelerating revenue growth, expanding our market presence, and establishing strategic client relationships across target industries. The ideal candidate brings a strong track record of enterprise sales success, deep C-suite relationships, and significant experience selling Data & AI solutions, Analytics, Cloud, Digital Transformation, or Technology Consulting services. They will be responsible for developing and executing growth strategies, building a robust sales pipeline, opening new logos, engaging executive stakeholders, and closing large-scale transformational engagements. Key Tech/Domain Focus: Generative AI & LLMs, Data Intelligence Platforms (Databricks, Snowflake, AWS, Azure), AI Data Services (Annotation/Ops), Analytics, and Agentic Workflows. Key Responsibilities • New Logo Acquisition & Pipeline Generation, • Drive relentless outbound prospecting to identify and secure net-new logos within strategic enterprise target accounts, • Own the entire sales cycle, from cold outreach and initial pitch to proposal creation, pricing strategy, negotiation, and final closure., • Leverage and aggressively expand your existing network of decision-makers in the AI, cloud, and big data spaces, • Consultative & Value-Based Selling, • Translate emerging AI concepts (e.g., LLMs, Agentic AI, vector databases) into tangible business outcomes and ROI for non-technical C-level executives, • Partner with Solutions Architects and Pre-Sales teams to customize highly technical data architectures, data engineering, and AI solutions to match specific customer use cases, • Formulate and present world-class proposals, responding effectively to RFPs and RFIs, • Partner & Channel Orchestration, • Collaborate closely with technology partner ecosystems (e.g., AWS, Microsoft, Snowflake, Databricks, Google Cloud) to drive co-selling motions and access whitespace accounts, • Maintain impeccable pipeline hygiene and forecasts within CRM tools Required Qualifications • Experience: 15+ years of quota-carrying B2B enterprise professional consulting sales experience, with a solid 3+ years specifically selling Data & AI solutions, • Proven Track Record: Consistent history of exceeding sales quotas and closing net-new business in a fast-paced environment, • Executive Presence: Prior success in building relationships and negotiating contracts with CIOs, CDOs, and CTOs., • Domain Expertise: Clear ability to articulate complex cloud computing, big data architecture (Lakehouse/Data Mesh), analytics platforms, and AI/ML ecosystems, • Experience managing multimillion-dollar opportunities and long sales cycles., • Bachelor's degree required; MBA preferred.

Location: Hicksville, NY 11801 The Senior Commercial Loan Operations Capital Markets Specialist serves as the primary subject matter expert for syndicated loans, loan participations, and capital markets transactions within the Commercial Loan Operations team. This role is responsible for the end-to-end administration of capital markets deals, including loan boarding, reconciliation against agent banks, lender share management, participant payment processing, and agency notice administration. The Specialist acts as the primary point of contact for agent banks, participants, and internal stakeholders, ensuring all transactions are accurately executed, recorded, and maintained within the loan servicing system. This position requires deep expertise in commercial loan systems (AFS/AFSVision, ACBS, DNA, Loan IQ, or similar platforms) and a comprehensive understanding of syndicated loan structures, credit agreements, and capital markets operations. The ideal candidate combines strong technical system proficiency with exceptional analytical and communication skills to manage complex, high-value transactions with accuracy, timeliness, and full regulatory compliance. Job Responsibilities: • Serve as the primary SME and external point of contact (POC) for all syndicated loan, participation, and capital markets transactions; coordinate directly with agent banks, co-lenders, and participants to manage deal-level communications, funding requests, payoff coordination, and transaction inquiries., • Board or oversee the boarding of syndicated and participated loans into the loan servicing system (AFS/AFSVision, ACBS, Loan IQ, or equivalent); ensure accurate system setup in accordance with executed credit agreements, participation certificates, and related loan documentation., • Reconcile loan positions (including cash and position reconciliations), lender share allocations, interest accruals, fee calculations, and payment distributions against agent bank records; research and resolve discrepancies in a timely manner in collaboration with credit, treasury, accounting, and legal teams., • Process participant payments, including scheduled and unscheduled principal, interest, fees, and other distributions; ensure accurate and timely settlement in accordance with credit agreement terms and internal controls., • Administer agency notices, including rate-setting notices, borrowing base certificates, compliance certificates, and amendment-related communications; ensure proper distribution to all required parties and maintain complete and audit-ready records., • Support loan amendments, lender assignments/ownership transfers, and other structural changes by reviewing documentation, coordinating system updates, and ensuring all parties are properly notified and recorded., • Maintain syndication records, controls, and audit-ready documentation; support internal and external audits, quality reviews, and regulatory examinations as they relate to capital markets and syndicated loan portfolios., • Monitor workflows, identify process improvement opportunities and support developmental initiatives, SLA adherence, and exception reporting for capital markets transactions; collaborate with associates and managers to ensure operational continuity and support departmental initiatives and special projects. Additional Responsibilities: • Performs special projects, and additional duties and responsibilities as required., • Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training. Accountable to maintain compliance with applicable federal, state and local laws and regulations. Job Requirements: • Education level required: High School Diploma, GED of Foreign Equivalent, • Minimum experience required: 6+ Years progressively responsible experience in Commercial Loan Operations, Syndicated Loan Operations, Capital Markets Operations, or a related banking function. Preferred Qualifications: • Education level preferred: Undergraduate Degree (4 years or equivalent) (Business, Finance, Accounting, or related field), • Loan Syndications and Trading Association (LSTA) familiarity or related capital markets certifications., • Experience supporting loan amendments, lender assignments, and ownership transfers in a high-volume environment., • Familiarity with Clearpar or other electronic settlement platforms used in the syndicated loan market., • Experience serving as primary operational contact with agent banks and lending participants. Job Competencies: • Deep expertise in syndicated loan and participation administration, including lender share allocations, agent/participant relationships, fee waterfalls, and credit agreement interpretation., • Advanced proficiency in commercial loan systems such as AFS/AFSVision, ACBS, Loan IQ, or similar platforms; ability to board, maintain, and reconcile complex loan structures within these systems., • Strong knowledge of Commercial Loan Servicing, including CRE, C&I, construction, and SBA loan products, with particular depth in capital markets and syndicated structures., • Ability to review and interpret complex loan documentation (credit agreements, participation certificates, assignment and assumption agreements) and translate terms into accurate system entries and operational actions., • Excellent analytical and reconciliation skills, with the ability to identify, research, and resolve discrepancies across loan positions, payment records, and agent bank statements., • Strong interpersonal and external communication skills, with demonstrated ability to manage professional relationships with agent banks, participants, legal counsel, and internal stakeholders., • Proficient in Microsoft Excel and Word; ability to build and maintain reconciliation schedules, allocation models, and operational tracking tools., • Excellent organizational skills and attention to detail, with the ability to manage multiple high-priority transactions simultaneously and meet strict deadlines., • Team-first mindset with the ability to serve as a knowledge resource and mentor to junior associates on capital markets processes, systems, and procedures., • Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results., • Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience., • Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders., • Physical demands (ADA): No significant physical exertion required. Standard office environment. Flagstar is an Equal Opportunity Employer We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank Pay Range: $58,214.25 - $105,040.00

Location: United States (Remote) — all states except New York and Massachusetts Workplace type: Remote Employment type: Commission / per company plan I’m Shaun Tadlaoui. I originate at NEXA Lending, and I’m looking for one or two producing LOs to work with me. I don’t have a branch pyramid or a stack of assistants with titles. What I do have is a book I take pride in, reviews that are public for a reason, and a way of running files that I will not water down. Look me up before you message me. If that standard is not how you operate, we will not be a fit. This is not a call center and not a recruiting contest. I want someone who already closes loans and wants a peer on the platform — someone to price with, talk a file through, and not disappear on. You keep your name, your realtor relationships, and your clients. You get a broker panel that can compete, and you get me as a resource when a file gets ugly. NEXA is nationwide except New York and Massachusetts. Work from where you already live. On a case-by-case basis, I personally share leads from my own network. That is me, not a NEXA lead program, not a draw, and not a promise. If you need company-generated leads to survive, this seat is the wrong seat. What this looks like • You originate your own purchase and refinance business, • We shop multiple lenders instead of one captive sheet, • High-split / NEXA100 structure with no per-file junk fees, per the company plan, • You can run deals by me instead of guessing alone, • Recruiting other LOs is optional. I want you to close loans Message me if • Active NMLS ID and at least one license outside NY and MA, • You can send last-12 units and volume without a speech, • You already have a channel (realtors, past clients, builders, professional network), • You care about how your name looks when a client Googles you after closing Skip this if • You need a draw, a manager, or a company lead engine, • Your plan is to get paid for signing people, • You only want a logo change and zero contact, • NY or MA is your only license How to reach me Apply here or send me a LinkedIn message with: • NMLS ID and licensed states, • Purchase vs. refinance mix, • Last 12 months units and volume, • One sentence on why your current shop is no longer the right seat I’ll tell you straight whether we’d work well together. Shaun H. Tadlaoui | NMLS 2110069 | NEXA Lending | ShaunTad.com Equal Housing Opportunity. Not a commitment to lend. Compensation follows the company plan. Any leads I share are personal, discretionary, and not part of NEXA compensation or a guaranteed pipeline. NEXA does not originate in New York or Massachusetts.

First Source Capital Mortgage NMLS 217672 is a residential mortgage company focused on helping individuals and families finance home purchases and refinances. The organization emphasizes clear communication, personalized guidance, and responsible lending practices to support clients through every st

Role: Chief Risk Officer Location: Remote but NYC area preferred Salary: $300k+ base plus bonus, equity The Company Our client is a high growth cross border payments fintech that is launching its own OCC chartered national bank and is assembling a founding executive team to build and run it. This is a rare chance to join a de novo bank at the start, backed by a proven, revenue generating parent business. The Opportunity The Bank is hiring its first Chief Risk Officer to lead the second line of defense. You will build the enterprise risk management program for a newly chartered national bank, meet the OCC's heightened expectations from day one, and create a risk framework that lets the bank scale high volume cross border payments, lending and digital asset activity safely. What You Will Do • Build the program. Design and implement the bank's enterprise risk management framework, risk appetite statement, risk taxonomy and three lines of defense model, and hire the team., • Risk coverage. Oversee credit, liquidity, interest rate, operational, third party, model, technology and information security risk across commercial and consumer products., • Cross border and stablecoin risk. Set risk limits and controls for high risk corridors, correspondent and fintech partner relationships, FX exposure and digital asset activity., • Regulators and exams. Own the OCC relationship on risk, meet charter conditions and business plan commitments, and lead examinations with a clean record., • New products. Run the new product and initiative review process as retail and business banking products launch, so risk is built in rather than bolted on., • Governance. Report to the Board and support its Risk Committee, oversee stress testing and capital and liquidity planning, and work closely with the CCO, CFO and internal audit. What You Will Bring • 12+ years in bank risk management, including prior experience as CRO or deputy CRO at a chartered bank., • Commercial and consumer banking risk experience, ideally at an OCC regulated national bank; exposure to a de novo or newly chartered bank is a strong plus., • A track record of building or rebuilding ERM programs and leading clean regulatory exams, including remediation of MRAs or enforcement actions., • Experience with payments, cross border money movement, BaaS or fintech partner programs., • Board level presence and the ability to build a program and a team from scratch., • Relevant credentials (FRM, PRM, CRCM or CAMS) a plus. Nice to Have • Digital asset or stablecoin risk experience., • Familiarity with emerging market and diaspora corridors, including Africa., • Experience holding a combined risk and compliance remit., • Trust or fiduciary risk exposure. Why This Role • Build a national bank's risk function from the ground up, with a seat on the founding executive team., • Work at the intersection of traditional banking, cross border payments and stablecoins., • A proven parent business with real volume, plus competitive base and meaningful equity upside.

Founding Engineer Reporting to: William DeVar, Technical Co-Founder Location: Richmond VA (Preferred), Open to exceptional NYC or Remote candidates About June Point Lending June Point Lending is making homeownership possible and more accessible for a creditworthy but underserved segment of the market: business owners, self-employed workers, and real estate investors. Being enterprising and independent shouldn’t mean getting shut out of the housing market - we’re here to fix that. We’re automating mortgage loan underwriting with the goal of instant, real-time decisions, resulting in wider access and affordability. This speed, certainty and service for our B2B partners allows them to serve more homebuyers, with the products they need, at market leading rates. Role summary The Founding Engineer will operate as technical leader focused on execution, velocity, and practical problem-solving in an early-stage environment. In this role, you will be a critical thought partner to the executive team, identifying opportunities to improve June Point’s product and implementing your proposed solutions. We’re looking for someone with strong product judgment and the ability to drive meaningful impact in an environment built on automation, underwriting logic, and AI-integrated decisioning. Responsibilities • Engineering Execution – Lead and execute core engineering work, ensuring fast, reliable delivery in an early-stage, high-velocity environment., • Problem Identification – Surface architectural gaps, operational issues, and improvement opportunities with minimal direction., • Technical Conviction – Make grounded technical decisions, articulate the rationale, and hold a clear point of view when tradeoffs are required., • Automation & AI Systems – Develop and refine systems that automate deterministic and probabilistic workflows, including components that leverage integrated AI models., • Velocity & Quality Management – Drive development throughput, reduce blockers, and ensure the team operates with predictable, consistent velocity., • Team Leadership – Provide day-to-day technical guidance to a small team and support the growth of engineering capabilities over time., • Cross-Functional Integration – Work closely with executive leadership and operational teams to ensure engineering outputs match real workflow and underwriting needs.What We’re Looking For, • Experience – 5–7 years in engineering roles with meaningful exposure to early-stage, venture-backed environments., • Startup Background – Comfort operating in small, fast-moving companies; big-company experience acceptable if followed by real startup execution., • AI Tool Orientation - Use of AI tools has supercharged JPL’s development velocity - you should be experienced in using these tools and excited to integrate AI in all parts of your workflow, • Technical Range – Strong engineering fundamentals with the ability to work across systems involved in automation, underwriting logic, and AI-integrated workflows. Experience in full stack web development and building apps from spec -> code -> deployment -> monitoring., • Ownership Mentality – Takes responsibility for outcomes, drives work to completion, and applies sound judgment on when to escalate versus handle independently., • Breadth of Capacity - Full stack engineer and product owner who can turn problems into product specs, scope and ship the product, and integrate it into JPL’s broader technical infrastructure, • Collaboration Skills – Communicates clearly with founders and operational teams; aligns quickly without friction., • Growth Ambition – Interest in taking on broader technical leadership as the team expands, including management responsibilities.What We Offer, • Competitive Salary, Benefits, and Equity, • Impact – You’ll work on an important and complex problem that is valuable to solve, not only for homebuyers but for the broader housing ecosystem., • Challenge - We are tackling novel and unsolved problems at the intersection of capital markets, credit risk, technology, and distribution., • Learning – Hands-on exposure to every step of the mortgage process, with mentorship from experienced operators and underwriters., • Growth – The chance to take on more responsibility quickly and build toward being a process owner and builder, not just an executor., • Tools & Autonomy – Access to modern tech and the freedom to test new ways of working, automate tasks, and leave your mark., • Culture – A lean, collaborative environment where we value speed, clarity, and character over hierarchy., • Strong Foundation: We are backed by a leading fintech VC and a global investment bank. Our repeat founders and founding team have extensive experience building in fintech and mortgage lending. We know what it takes to build and scale in complex industries. How to Apply Send an email to with your name and job title in the subject line, a link to your linkedin profile, and an updated resume.

Location: NWI location to be determined Salary Classification: Hourly, Non-Exempt Position Summary The Financial Services Representative (Virtual) is responsible for building member relationships by providing a wide range of financial products and services. This role will intake all virtual consumer loan applications and assist the Financial Services Officers with mortgages. This role may assist members with their membership including service, resolving inquiries, and general transactions. This role requires exceptional interpersonal skills and a commitment to high-quality service. Key Responsibilities · Provide prompt, courteous, and efficient service to members by phone or electronically. · Verify member identity using established authentication procedures. · Assist members with all lending and service requests. Assist with all aspects of consumer lending including loan applications, processing, and closing. · Knowledgeable on lending products and process · Obtain and maintain a book of business in efforts for growing and retaining membership. · Assist members with new account openings · Assist in virtual service requests, transactions, and other financial products. · Educate members on credit union products, services, and digital banking options. · Identify member needs and cross-sell appropriate financial solutions and meet all production expectations. · Resolve member concerns and escalate issues as necessary. · Maintain accurate records and ensure compliance with credit union policies and regulations. · Follow all branch procedures and policies accordingly. Qualifications: Required: · High school diploma or equivalent required; Associate degree in business or finance preferred. · 1-2 years of experience in customer service, preferably in a financial institution. · Strong communication and problem-solving skills. · Ability to work independently and in a team-oriented environment. · Proficient in Microsoft Office and core banking systems. · Experience working in a credit union or similar regulated financial institution · Knowledge of NCUA regulatory reporting requirements · Experience with accounting system implementation or upgrades (e.g., Fiserv, Jack Henry, QuickBooks Enterprise) · Other responsibilities as needed Additional Expectations · Standard office environment with periodic extended hours during month-end and year-end reporting · Ability to sit for extended periods and perform tasks using a computer · Occasional travel may be required for training or audits · Flexibility to work in different branches We are an equal opportunity employer

STAFF AI ENGINEER Agentic AI & LLM Infrastructure | High-Growth (Series B, $100M+ raised) Our client is a hyper-growth, venture-backed company on a mission to make financial services radically more accessible for underserved communities. Their flagship product is an AI-powered conversational platform used by customers every day to move money — fast, affordable, and as easy as sending a text. Now they're building their next chapter: a new Enterprise AI squad, and they need a Staff AI Engineer to architect it. You'll be the technical anchor behind the company's central AI orchestrator and its distributed execution agents - evolving a production conversational AI platform into a sophisticated multi-agent system capable of reasoning, planning, and automating complex workflows across critical functions like payments, lending, and fraud. This is a foundational hire. You'll shape the architecture of a brand-new squad, define what gets built next, and set the standard for how AI is deployed across the business. Responsibilities: • Architect and scale the core infrastructure for a central AI orchestrator and its connected execution agents, • Lead infrastructure-first AI development - owning the full lifecycle from containerization (Docker/Kubernetes) through CI/CD, availability, security, and post-launch stability, • Build production-grade LLMOps and observability: tracing reasoning paths, tool-calling success rates, and latency bottlenecks across complex agentic workflows, • Design automated "evals-as-code" pipelines using LLM-as-a-judge, semantic similarity testing, and adversarial benchmarking, • Optimize RAG pipelines and agent loops for production - caching, prompt compression, and model routing to balance cost and performance, • Set operational best practices for AI deployment and help map out future team and infrastructure needs Required Skills: • 8+ years of hands-on software engineering, with a proven background in infrastructure and systems development, • 2+ years building and deploying production-grade LLM applications, • Exceptional Python and deep system architecture expertise; mastery of core LLM APIs and agentic frameworks, • Proven experience with complex agentic systems: RAG, tool-calling, vector databases, and advanced memory/state management, • High ownership and comfort in an early-stage squad - someone who can spot operational bottlenecks, propose the architecture, and ship it, • Bonus: hands-on experimentation with Open CLAW, Hermes, or other advanced open-source agent frameworks If you thrive at the intersection of deep infrastructure, operational excellence, and agentic AI this is your mission. Interested or know someone great? Apply here or DM me directly. All conversations are strictly confidential.