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Legal Assistant – Uniondale, New York Founded in the 1970’s, we are a full-service law firm that focuses on civil litigation, banking and finance, insurance defense, construction, and energy (amongst others), with offices in six states and 75 attorneys. What we Offer: • Base salary: $55k - $70k, • Full benefits: Medical, Dental, Vision, • 401k and generous firm match, • Generous PTO policy, • Life Insurance Coverage, • HSA / FSA Job duties: Work onsite in Uniondale M-F 9am to 5pm. The Legal Assistant will provide litigation support to our commercial loans and banking team. • Organize and catalogue documents pertinent to transaction closings., • Draft supporting loan documents, reports, memoranda and correspondence., • Maintain filing system, ensuring accessibility completeness and accuracy of the database., • Draft routine correspondence and transmittal letters., • Enter billing information, maintain time records, and assist with invoicing as needed., • Format, proofread, and revise legal documents related to lending transactions. Required: • Recent experience as a Legal Assistant You should know some of the following: • Banking, Finance, • Commercial Loans, closing, • Real Estate

Senior Finance Associate I’m currently partnered with a well-known, growing Real Estate Investment Trust (REIT) in Nassau County, NY that is looking to add an Associate to their team. About the opportunity: This is an outstanding role for someone looking to transition from public accounting into a dynamic corporate environment. As a Senior Associate with this established REIT, you’ll gain hands-on experience in both real estate investments and commercial mortgage lending. You’ll work alongside experienced professionals who are committed to your growth, receive excellent training, and build a well-rounded financial skill set that will position you for future promotions. If you’re motivated to learn and want to join a collaborative team that values career progression, this is the perfect place to take your next step. About the company: This well-capitalized REIT has a diversified portfolio spanning commercial properties and a thriving commercial mortgage lending arm. They offer a supportive culture with a strong track record of promoting from within, and a reputation for stability and smart growth. Responsibilities: • Assist with monthly, quarterly, and annual close activities, preparing journal entries, reconciliations, and variance analyses, • Support the preparation of financial statements and SEC filings, • Collaborate closely with teams managing commercial mortgage loans and property operations to ensure accurate accounting and compliance, • Prepare audit schedules and liaise with external auditors, • Contribute to special projects that enhance reporting and support continued expansion of the mortgage lending portfolio Experience: • 1-2+ years of experience in public accounting (audit or accounting services), eager for a first move into private industry, ideally from the Big 4, • Bachelor’s degree in Accounting or related field; CPA or progress toward CPA highly valued, • Strong technical foundation in US GAAP and accounting principles, • Self-starter with a keen interest in commercial real estate and lending, • Excellent communication, organizational, and analytical skills Location: This is a full-time onsite role based in Nassau County, NY (commutable from throughout Long Island).

A well-established law firm in Uniondale, NY is seeking a mid-to-senior level transactional real estate attorney with lender and borrower-side lending experience. Qualifications: • 5+ years of relevant transactional real estate experience, • Lending/borrower-side lender experience required, • Strong writing skills required, • Diligent, self-motivated, and collaborative work style What We Offer: • Business origination participation program, • Discretionary annual bonus, • Generous paid time off, • Ability to work remotely two days per week (subject to performance and business needs), • Reimbursement for bar association dues and attorney registration fees, • Health insurance assistance with access to dental and vision coverage, • Flexible spending accounts, • 401(k) plan with profit sharing Salary: The annual salary for this position is between $185,000 and $250,000. Factors which may affect pay within this range may include geography/market, skills, education, experience and other qualifications of the successful candidate.

Senior Property Accountant | Real Estate Investment Firm | Remote Fridays! A well-established and rapidly growing boutique real estate investment firm in Midtown Manhattan is seeking a Senior Property Accountant to join its collaborative accounting team. This role is ideal for someone with experience managing the full-cycle accounting for a portfolio of both residential and commercial properties who is looking to make a meaningful impact within a dynamic organization. The firm is in an exciting growth phase, offering strong long-term career advancement, a supportive and team-oriented culture, and excellent work-life balance, including remote Friday’s! RESPONSIBILITIES • Reconcile accounts and perform monthly, quarterly and annual closing activities for assigned properties, • Prepare financial reports as required for regulatory and/or management reporting purposes, • Prepare funding requests and provide financial information to lending institutions, • Support financial statement audits and tenant audits, • Review vendor invoices to ensure proper coding, • Facilitate payment of vendor invoices, • Assist in monthly tenant billing process, • Review and input development budgets into Yardi, • Review and approve contracts and change orders entered into Yardi, • Review development costs against project commitments, • Track, analyze and report project costs, • Reconcile project costs to budget and facilitate variance analysis, • Reconcile between general ledger and job cost systems EXPERIENCE REQUIRED • Bachelor’s Degree, preferably in Accounting, Finance or related field, • 4+ years of related experience required, • Real Estate industry experience required, • Experience in accounting and financial systems, preferably Yardi, • Proficient in Excel and knowledge of other Microsoft Office Applications Base Salary: $100,000- $120,000 plus bonus, fully paid medical benefits and 401k. The above salary range represents Advice's good faith and reasonable estimate of the possible base compensation range at the time of posting and is not reflective of the total compensation package, which may also include benefits, equity and other non-cash incentives. Please send your resume for immediate consideration to: nlipari@adviceny.com If this particular role isn’t the ideal fit, please feel free to forward your resume to the email above to explore other available opportunities. Please also feel free to share this posting with anyone in your network who might be open to learning more. Referrals are always appreciated! Advice Personnel Celebrating 40 years as New York’s trusted boutique executive recruiting & staffing firm

Job Description Commercial Finance Advisor | Capital Advisory & Business Development Location: Rockville Centre, NY (In Office and/or Remote) Employment Type: Full-Time, Part-Time Compensation: Uncapped Commission + Performance Bonuses + Significant Long-Term Growth Opportunities Evolution Capital Group is expanding its commercial finance and advisory platform and is seeking experienced Commercial Relationship Managers, Business Bankers, and Commercial Banking professionals who have built meaningful relationships with business owners, real estate investors, CPAs, attorneys, and other centers of influence. This is not a traditional bank Relationship Manager position and it is not a salaried portfolio-management role. We are selecting experienced professionals who want to leverage their commercial banking background and relationships to build a long-term Capital Advisory practice on the Evolution platform. Founded in 2015, Evolution Capital Group has facilitated more than $700 million in financing for businesses and investors. Our platform provides Capital Advisors with access to a broad range of bank, non-bank, institutional, private credit, and direct investment solutions. Instead of being limited by one bank's credit box, product set, geographic appetite, or balance sheet, our advisors can evaluate the client's entire capital need and work with our underwriting and capital teams to identify an appropriate solution. Who We're Looking For We are particularly interested in professionals with backgrounds such as: • Commercial Relationship Managers, • Business Banking Relationship Managers, • Middle-Market Bankers, • Commercial Loan Officers, • SBA Business Development Officers, • Commercial Real Estate Lenders, • Treasury Management / Cash Management professionals with strong business-owner relationships, • Private Credit or Commercial Finance professionals The ideal candidate has spent several years developing trusted relationships with business owners and commercial clients and understands how to identify financing opportunities through those relationships. An existing network or book of commercial relationships is strongly preferred. What You'll Do As a Capital Advisor on the Evolution platform, you will: • Develop and manage relationships with business owners, investors, and referral partners., • Identify financing and capital needs within your existing and developing network., • Advise clients across a significantly broader financing platform than a traditional single-bank product set., • Work alongside Evolution's underwriting and transaction team to structure, package, and execute transactions., • Develop relationships with CPAs, attorneys, bankers, wealth advisors, M&A professionals, insurance professionals, and commercial real estate professionals., • Build a recurring book of commercial finance and advisory relationships., • Represent the Evolution brand professionally within the business community. Capital Solutions Our platform provides access to solutions including: Commercial Finance • Term Loans, • Business Lines of Credit, • Asset-Based Lending, • Accounts Receivable & Inventory Financing, • Revenue-Based Financing, • Factoring Government & Bank Lending • SBA 7(a), • SBA 504, • Conventional Commercial Lending Real Estate • Commercial Real Estate Financing, • Investment Real Estate, • Bridge Financing, • Construction & Transitional Financing Corporate & Private Credit • Acquisition Financing, • Private Credit, • Structured Credit, • Growth Capital, • Select Direct Investment Opportunities Why Experienced Commercial Bankers Are a Strong Fit Commercial bankers often spend years building valuable relationships but remain limited by the products and credit appetite of a single institution. Evolution provides a broader platform. When a transaction doesn't fit one lender's credit box, the conversation doesn't necessarily end. Our advisors can work with Evolution's underwriting and capital network to evaluate multiple financing structures and potential capital sources while maintaining the client relationship. Our goal is to help experienced relationship managers evolve from representing one institution's balance sheet to advising clients across the broader commercial capital markets. The Evolution Platform Advisors are supported by a professional infrastructure designed to help them originate and execute transactions. Our team includes experienced CPAs, CFP® professionals, commercial bankers, underwriters, and finance professionals. Evolution provides: • Centralized underwriting and deal assessment, • Transaction packaging and lender presentation, • Capital-source relationships, • Deal structuring support, • Transaction and closing coordination, • CRM and technology infrastructure, • Professional branding and marketing support, • Office and conference facilities, • Broad commercial finance product access You build and own your relationships. We help you execute. The Right Candidate This opportunity is best suited for someone who: • Has meaningful commercial banking or commercial finance experience., • Has an established network of business owners and professional referral relationships., • Understands financial statements, credit, cash flow, and commercial lending fundamentals., • Is comfortable developing new business and maintaining long-term client relationships., • Has an entrepreneurial mindset., • Wants greater product flexibility than a traditional banking environment provides., • Values professional, relationship-driven advisory over transactional selling., • Wants to build a long-term book of business under a sophisticated financial platform. Important: This Is Not a Traditional Employment Position We are not hiring traditional salaried bank employees. We are selecting a limited number of Capital Advisors who will represent the Evolution brand and build their own commercial advisory practices utilizing our platform. Compensation is performance-based and designed to reward advisors for the business and relationships they develop. For the right commercial banking professional, this represents an opportunity to transition from managing relationships for one financial institution to building a long-term advisory practice supported by a broad capital platform. About Evolution Evolution Capital Group was founded in 2015 to provide businesses and investors with sophisticated access to commercial capital. Since inception, our team has facilitated more than $700 million in financing across commercial lending, private credit, real estate, acquisition financing, asset-based lending, and specialty finance. Capital. Advisory. Execution. Work Location: Hybrid remote in Rockville Centre, NY 11570 \nCompany Description Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution. The firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM. By combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter. Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.

Job Description South Shore Chrysler Dodge Jeep Ram is looking for a Subprime/Special Finance Manager. Our goal is to offer a world-class, personalized, and professional experience in order to assist customers with "less than perfect" credit purchase a new or used car. This new operation will be separate from our current sales operations. This position is direct customer contact with a goal of developing relationships and helping to enhance the sales process in presenting qualified vehicles to customers. We will provide the leads and resources to assist you selling more vehicles What We Offer • Medical, Dental, Vision Insurance, • 401K, • Team environment., • Unlimited earning potential, • Specific inventory provided, • Special finance leads provided, • Banks, Banks, Banks As a Special Finance Manager, qualified candidates should have experience in : • sub-prime lending options, • possess extensive knowledge on programs that help customers with bad or limited credit to efficiently secure financing for potential car deals. This position is direct customer contact with a goal of developing relationships and helping to enhance the sales process in presenting qualified vehicles to customers., • Additionally, qualified candidates should have the following skills and qualifications:, • Accuracy in submitting deals for approval, • Closer with a self-motivating personality, • Follow all company policies to ensure all transactions compliant and error free, • Excellent customer service, organizational, and negotiation skills •, • Enthusiastic and outgoing with high energy throughout the sales workday, • Strong written and verbal communication skills, • Self-motivated, goal-oriented, and enthusiastic Position Requirements • Previous Automobile Special / Subprime Finance experience required., • proven track record in running an automobile subprime department., • Strong work ethic, telephone and customer handling skills, • Strong follow up skills, • Positive attitude., • Professional, well-groomed personal appearance., • Willing to submit to a pre-employment background check & drug screen, • Knowledge of dealership finance and insurance procedures

Job Description About Cullen and Dykman LLP Cullen and Dykman LLP is a full-service law firm that has been serving clients since 1850. We are dedicated to delivering the highest quality legal services to our clients while upholding the highest standards of professionalism. Our collegial and dynamic work environment empowers attorneys, paralegals, and staff to contribute meaningfully to the firm’s continued success. Position Overview We are seeking an experienced C&I Finance Attorney with 4+ years of experience in commercial and industrial transactions, asset-based lending, leasing, and commercial finance. This role offers the opportunity to work on complex deals and provide strategic counsel to a diverse client base. You will serve as a primary point of contact for institutional lenders, regional banks, and corporate borrowers, managing complex C&I transactions from initial term sheet to post-closing compliance. Commercial real estate and other lending experiences are a plus. The successful candidate will possess a deep understanding of the Uniform Commercial Code (UCC), Florida-specific lending statutes, and the nuances of asset-based lending (ABL) and cash-flow-based credit facilities. Job Duties: • Prepare and negotiate purchase and sale agreements, commercial leases, easements, and related real property agreements., • Draft, review, and negotiate financing documents, including term loans, revolving credit facilities, security agreements (UCC filings), guarantees, and intercreditor agreements., • Draft, review, and negotiate purchase/sale agreements and joint venture agreements., • Manage due diligence, including title, survey, and lease review, as well as collateral matters for C&I loans (corporate structure, lien searches)., • Advise clients on transaction structures, collateral packages, and closing complex deals., • Support leasing matters as needed., • Manage and coordinate all aspects of C&I commercial finance closings. Requirements: • Juris Doctor (J.D.) degree with excellent academic credentials., • Admission to the New York and/or New Jersey Bar required; admission to the Florida Bar is a plus., • 4+ years of transactional and/or commercial finance experience, specifically including C&I lending., • Strong drafting, negotiation, and organizational skills., • Ability to work independently, multitask effectively, and collaborate as a team player., • Excellent writing and communication skills., • Familiarity with UCC Article 9 secured transactions strongly preferred., • Self-starter with attention to detail and a proactive work ethic. Compensation & Benefits We offer a competitive salary, an excellent benefits package and a collaborative, friendly environment. The salary range for this role is $150,000-$220,000. Actual salary will be commensurate with the candidate’s qualifications and relevant experience. Equal Employment Opportunity Cullen and Dykman LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Job Description Pay: $50,000–$90,000 per year. SimpleCREDIT is a growing private lender, based in Garden City, NY, built for credit professionals who want to underwrite real deals across the investment property and transitional lending space. We focus on core business-purpose lending including DSCR, residential transition, bridge, fix-and-flip, ground-up construction, multi-property and blanket structures, and small development projects, backed by institutional capital, with plans to continue expanding our product and capital access. We are seeking experienced credit and underwriting staff. This is an opportunity to help build a lending platform early, with the ability to influence credit standards and grow with the business. Responsibilities Underwrite DSCR, bridge, fix-and-flip, ground-up construction, and blanket loans for SimpleCREDIT Evaluate sponsor strength, liquidity, experience, and track record Analyze project budgets, construction timelines, and cost-to-complete risk Review appraisals, feasibility studies, rent rolls, and market fundamentals Assess exit strategy viability and market liquidity Structure transactions to balance risk and growth Prepare clear written credit memos and present recommendations in committee Partner with originations to improve deal quality without compromising standards Identify portfolio-level risk patterns and provide insight to leadership Manage the full underwriting lifecycle from initial review through credit approval and closing Coordinate with originations, processing, and closing teams on conditions and documentation Maintain accurate credit files and records in the loan origination system Contribute to guideline and policy refinement as the platform scales Equal opportunity employer. Reasonable accommodations available on request. Requirements • 3–7 years underwriting investment property or business-purpose real estate loans, • Direct experience with ground-up construction risk, blanket and portfolio loans, transitional real estate, and DSCR underwriting, • Working knowledge of LTC vs. LTV tradeoffs, construction draw risk, cost overruns and contingency analysis, debt yield, DSCR, and exit risk, • Demonstrated ability to evaluate sponsors beyond credit score, • Experience defending or presenting credit decisions in committee or leadership forums, • Proficiency with loan origination and underwriting platforms and Excel-based credit modeling, • Ability to manage a pipeline and work independently across multiple concurrent deals, • Experience with small-balance commercial, multifamily, or mixed-use assets a plus, • Familiarity with institutional capital requirements or fund-level reporting a plus, • Experience mentoring junior underwriters or analysts a plus

Job Description Rewarding opportunity for an energetic Job Coach to work with youth who have mental health challenges or who are medically fragile and live at home in the community. Become a partner in their successful employment and increased independence by providing quality assurance in their tasks and lending steady support, supervision, and encouragement on the job site. You will initiate positive communication/relationships between individuals and their employer/co-workers. Job Coaches work in Prevocational Services and/or Supported Employment roles that enable youth to engage in paid work, volunteer work or career exploration. Prevocational Services are not job-specific and are geared toward facilitating success in any work environment for youth whose disabilities do not permit them access to traditional employment. Job Coaches will provide intensive on-going support to obtain and maintain an individual's job in a competitive employment in an integrated work setting. Services are intended to develop and teach general skills including: Effective communication with supervisors, co-workers, and customers Generally accepted community workplace conduct and dress Ability to follow directions and complete tasks Punctuality and attendance Appropriate behaviors within and outside the workplace Workplace problem solving skills and strategies Proper use of job-related equipment and general workplace safety Resume writing, interview techniques, role playing, and job application completion Exploring career options, facilitating appropriate work habits, demonstrating acceptable job behaviors, and learning job production requirements Requirements: Associate’s degree and one year of human service experience required Bachelor’s degree with one year of experience in human services working with children/youth preferred Valid NY or NJ Driver’s license preferred. Good English communication skills a must. Flexible part time, after school hours. Locations include Brooklyn, Queens, Far Rockaway and Long Island. Salary: $19.00 - $22.00 per hour To continue the process, please click on this link and apply on our website: https://tinyurl.com/Ohel-JCHCBS-App For more information call 718- 686-3102

Job Description About Guaranteed Rate Affinity Guaranteed Rate Affinity, LLC is a joint venture between Guaranteed Rate, Inc. (NMLS: 2611) and some of the most recognized real estate brands in the market. We provide mortgage origination services to the clients of these well-known brands, providing our Loan Officers with greater alignment, stronger referral flow, and access to premium real estate channels. What’s the Role? We are currently seeking a hard-working, dedicated Mortgage Loan Officer to join our innovative and passionate team. Internally, this role operates at an elevated level, and you are expected and incentivized to operate like a business owner. Industry expertise, paired with effective delegation and auditing of files from origination through closing, will allow you to focus primarily on building relationships and growing your business. A 5-star customer experience and a successful proactive pipeline flow begin with you. Core Responsibilities: • Origination Consultation: Originate first or second purchase mortgages and refinance loans. Provide pre-qualifications, take full loan applications, and present the best financial products for each customer’s unique situation., • Pipeline Management: Review active loan files and pipeline reports daily. Delegate and audit file responsibilities to ensure smooth processing, utilizing our POD Flow Checklist., • Problem Solving: Actively resolve loan-level issues, restructure files as needed, and continuously monitor team turn times to minimize lock expirations and delays., • Relationship Building: Aggressively promote Guaranteed Rate Affinity to real estate agents, builders, financial planners, and other referral sources to develop strong, long-term partnerships., • Compliance Expectations: Conduct all operations in accordance with the CFPB, GRA policies, and local/federal regulations. Set proper expectations and provide timely status updates to borrowers and referral partners. Minimum Qualifications: • Licensing: Current state licensing and registration under the National Mortgage Licensing System and Registry (NMLS) is required., • Experience: 3+ years of experience in the consumer loan industry with a strong track record of telephone sales and closing., • Technical Knowledge: Expert knowledge of CFPB disclosure requirements, secondary market pricing scenarios, investor guidelines, and Conventional, FHA, VA, and USDA programs., • Skills: Highly organized, self-motivated, and tech-savvy. Must be comfortable working in a paperless environment using modern lending software. Compensation Benefits: This is a high-upside sales role. The Loan Officer is expected to sell the Company’s products and services by meeting with customers and referral partners, developing relationships, and performing work away from the office. • Pay: $60,000 - 200,000+ per year, commission-based, • Structure: 100% commission-based, directly tied to individual sales performance. Eligible candidates may also qualify for a discretionary sign-on bonus., • Benefits: We offer a comprehensive benefits program including a company-sponsored 401(k), medical/dental/vision/prescription drug benefits, flexible spending accounts, life insurance, commuter benefits, well-being resources, and more. Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

Job Description JOB DESCRIPTION ASSISTANT BRANCH MANAGER/ASSISTANT BRANCH MANAGER, FLOAT * SUMMARY: Working under the guidance and direction of the Branch Manager, the Assistant Branch Manager/Assistant Branch Manager Float will work with the Branch Manager to learn how to effectively manage branch operations, develop staff, and promote the sales and service culture. The Assistant Branch Manager has responsibility for supervision of branch staff, achievement of sales and service goals and operational activities. Ensure Member service meets or exceeds expectations. Assure productive workflow and that all operations are consistent with internal and external policies and regulations. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Manages all functions of the branch and operational activities, including adequate staffing levels, and staff development., • Provides leadership, coach, train, and manage performance of staff to ensure branch achieves sales and service goals. Exercises discretion and uses independent judgement., • Responsible for the consistent execution of sales and service activities and strategies, • Ensures branch adheres to operational policies, compliance requirements and security measures., • Assists in the development and training of staff, including performance reviews, giving constructive feedback, and administering correction action processes., • Oversees consumer loan production for branch, including approving loans within authority level, underwriting, and disbursement., • Ensures exceptional Member service to all external and internal Members to foster and capture the credit union culture., • Supports ongoing marketing strategies, plans, contests, promotions, and focuses in branch., • Promotes Credit Union through community involvement via memberships in local organizations (i.e., Chamber of Commerce, Rotary, etc.), participation in town events, and engage in local business networks., • Suggests changes in products, policies, and procedures that would enhance Member satisfaction, revenue, security, or operational efficiency., • Follows established audit, security, and compliance guidelines to protect the staff, company assets, and Members from harm or loss., • Works with Branch Manager to develop, update, and maintain an annual budget for the branch., • Operates branch within budget and manages controllable components of expenses for the Branch., • Provides facilities management such as bids for repairs and services, ensuring that security-alarm system functions properly, maintain ATM machines, and other necessary duties., • Accommodates flexible work schedule to meet branch needs, including evenings and weekends. Provide coverage at other branch locations, as needed., • Serves as a flexible leader who travels between multiple branches to provide coverage for management absences, ensure operational consistency. Oversee staff, manage daily operations, handle complex Member transactions, and ensure regulatory compliance., • Perform Notary Public duties., • Completes projects as assigned. REQUIREMENTS: • An associate degree or equivalent experience with specialized training in appropriate areas., • 3+ years of financial or equivalent retail sales experience, • 3-5 years supervisory experience, • Credit or lending background., • Complete and thorough knowledge of all products and services of the credit union, • Knowledge of all relevant rules, procedures, and guidelines., • Notary Public required., • Signature Guarantee required., • NMLS Registration required., • Must possess good communication, supervisory, and organizational skills. * COMPENTENCIES: • Excellent written and oral communication skills, • Excellent organizational skills, • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously., • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

Job DescriptionTelephone Member Service Representative Join our team and begin writing your next success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia. We are Jovia Financial Credit Union. Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s technologies allow. At Jovia, we have provided brighter banking for over 85 years, driven by values like innovation, convenience, and community. As a not-for-profit organization, we focus on what’s best for our members, not profits - Come see for yourself! Awarded as one of the best places to work, Jovia has more than $4 billion in assets, 240,000 members, and 500+ employees, we attract the best and the brightest talent-- who do the right thing and present a can-do spirit in a culture of fun, fulfilment, advancement, and development. Find your joy here, every day. Our employees are passionate about our mission, growing through professional development and making a real difference through community involvement and service. We offer a diverse, inclusive work environment with flexible opportunities and competitive benefits. Join us in shaping the future of banking by joining our team. We give you Benefits that Go Beyond Your Paycheck: • Competitive compensation with paid training, • Engaged Managers who value your input, are transparent, and provide coaching for your success, • Professional Development with growth opportunities and a supportive learning environment, • A friendly, inviting work culture filled with social activities that inspire creativity and collaboration, • Retirement Benefits, featuring a 401(k) with a generous match plus a defined pension plan, • Comprehensive benefits including Medical, Dental, and Vision coverage, • Employee Activity Groups that foster a sense of belonging and teamwork, • Tuition Reimbursement and School Loan Repayment plans for Full-Time employees, • Gym Reimbursement and Employee Wellness time off to support your health and wellness, • Flexible PTO options that include vacation payout and sick time incentive payouts, • Discounts on Employee Loans to help you create financial success, • Supplemental Benefits such as Pet Insurance, Legal plan, and AFLAC plans, • A CEO with brilliant vision and aspirationWant to know why we’re so happy? Click here to learn and meet our CEO!Find out what life at Jovia is like ... https://www.jovia.org/life-at-jovia What you will be doing:, • Ability to work in multiple queues (basic, advanced, advertise), while handling member and non-member telephone calls regarding multiple inquiry types which include but are not limited to: Credit union products and services, account/loan/line specific information and transactions (transfers, withdrawals, advances, payments, check orders, password amp; PIN resets, etc.), all while verifying member specific information to maintain the security of all account information, • Process and/or forward external payment requests from members, • Assist with member live chats, • Cross selling products and services, • Meet amp; exceed all productivity, sales and quality goalsWhat we need from you:, • College degree or minimum two years relevant experience in the financial industry or in a customer service Call Center environment., • Previous sales experience is preferred in the financial services industry., • Must possess excellent verbal communication skills along with a positive, upbeat and enthusiastic personality., • Professional telephone demeanor, the skills to handle difficult members with tact, empathy and professionalism, coupled with the ability to function with minimum supervision., • Computer literate, with a working knowledge of Windows (Word, Excel, Outlook) and the internet. Must achieve Level 1 lending authority within four months of hire. Be part of a growing not-for-profit organization where People are Everything—You are important to us. Help our members meet their financial goals and achieve their dreams. Let’s talk! At Jovia, we celebrate innovation, diversity, teamwork, excellence, and integrity. We are an equal opportunity employer and offer competitive compensation and benefits packages to recruit, retain, and reward top talent. We would like to be your partner in success and happiness!We provide a competitive salary that aligns with qualifications and experience. Compensation may differ based on factors including experience, skill set, and current performance (if applicable). While candidates who do not fulfill the minimum requirements may be considered, this may require a position level, salary, or salary grade adjustment to reflect current experience. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c) #ZR

Job Overview Vallely Mitola Ryan specializes in the representation of clients in the commercial & residential mortgage industry. Our areas of focus include foreclosure, bridge lending, mortgage acquisition/sale (performing/non-performing mortgages), commercial buy/sell and loan workouts. The experience of the attorneys and paralegals at Vallely Mitola Ryan include the participation in well over twenty-five thousand foreclosures, thousands of bridge lending transactions, and countless purchase and sale transactions of both mortgages and real property. We do not focus on cookie cutter solutions or useless litigation, rather, our only focus is the best result for our clients through any available avenues. We are a fast growing law firm in the field of real estate and are currently focused on seeking individuals experienced in lender default services and litigation. A minimum of 2-3 years of experience is required or preferred. Responsibilities: · Maintain caseload from inception to conclusion · Review and finalize motions/documents for submission to court · Court appearance for settlement/mediation conferences, status conferences and oral argument · Drafting of motion papers in litigated matters Skills: · Excellent written and communication skills · Experience with compliance requirements in the default mortgage litigation · Organized with the ability to prioritize case work in an effective manner · Ability to apply legal research in complex litigation matters · Knowledge of New York Supreme Court procedures · Detail oriented Salary: · Starting at $125,000 and commensurate with experience Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Work Location: In person Job Type: Full-time

Overview: An established organization is seeking a Treasury Analyst to support daily cash management, liquidity planning, banking operations, and treasury accounting activities. This role will work closely with Accounting and Finance to maintain accurate cash positions, manage payments and transfers, support credit facilities, and provide timely cash flow and treasury reporting. Key Responsibilities: • Manage daily cash positions across multiple bank accounts, monitoring balances and initiating transfers to maintain appropriate liquidity levels., • Prepare and maintain rolling 13-week cash flow forecasts using accounts payable, accounts receivable, and operational data., • Process and reconcile various payment transactions, including wire transfers, ACH payments, checks, and intercompany settlements., • Administer banking structures and treasury activities, including sweep accounts, zero-balance accounts, lockbox services, and positive-pay programs., • Support the administration of credit facilities, including revolving credit arrangements, borrowing base calculations, and covenant requirements., • Monitor compliance with lending and banking requirements and prepare supporting schedules for periodic covenant testing., • Assist with month-end close activities by reconciling treasury accounts, recording interest accruals, and analyzing bank fees and other cash-related activity., • Perform daily and periodic bank reconciliations, including research and resolution of discrepancies., • Utilize ERP and treasury systems to maintain accurate cash activity and support reconciliation processes, • Partner with Accounting, AP, AR, and other Finance teams to ensure accurate and timely cash reporting and transaction processing., • Maintain organized documentation related to banking activity, credit facilities, cash forecasts, and treasury reconciliations., • Identify opportunities to improve cash management processes, reporting, controls, and overall treasury efficiency. Qualifications: • Bachelor's degree in Accounting, Finance, Economics, or a related field; Accounting preferred., • Experience in treasury, cash management, banking operations, or corporate finance., • Strong understanding of banking structures, including sweep accounts, zero-balance accounts, lockbox, and positive-pay services., • Experience with wire, ACH, and check payment processing., • Knowledge of revolving credit facilities, borrowing base calculations, and financial covenant requirements., • Experience with ERP systems and bank reconciliation processes., • Strong Excel and analytical skills with the ability to work with large amounts of financial data., • Excellent attention to detail, organization, and problem-solving skills., • Ability to manage multiple priorities and meet daily and monthly deadlines in a fast-paced environment.

Job Description About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: This position is responsible for converting self-sourced leads optioned from networking and referrals from centers of influence (COI). In addition to self-sourced referrals this position will be responsible for converting leads that are referred by other MCU lines of business. This position is responsible for converting self-sourced leads received from outside referrals and at the branch into loans by promoting the credit unions’ real estate and consumer lending products, services, and programs. Interview members and prospects to obtain relevant information and evaluate applicants' financial status, review credit history, debt-to-income ratio, and appraisal reports, to determine and recommend an appropriate loan product. Ensure compliance with MCU loan policy, federal, state and NCUA rules, regulations and laws. Responsibilities: Specific duties include, but are not limited to, the following: • Pre-qualify prospective borrowers, prepare preliminary Loan Estimate (LE), initial disclosures, amended disclosures and Rate Lock agreement in compliance with RESPA., • Review the sales contract, income, assets and debt information to ensure applicants meet MCU’s minimum standard guidelines., • Manage pipeline and issue prequalification certificates., • Counsels members on the reasons for denial and advises how to improve their financial position and credit score., • Works with branch personnel to promote lending referrals and be a subject matter expert., • Understands and demonstrates expert knowledge of products and services offered at Municipal Credit Union., • Leverages relationship building skills to broaden the MCU membership, establish and maintain a network of realtors and attorneys that will provide referrals., • Provide product education to membership through seminars and Business Development visits., • Identify opportunities to offer additional products and services, • Be the subject matter expert on policies and procedures Recommend and develop efficiencies across the department • Participate in ongoing training and development approved by HR and Management., • Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance, • Perform other duties as required, • Travel is required

Job DescriptionCompany Description Be part of the firm that defines its industry AST Defeasance is the largest firm in its field nationwide, advising on several thousand commercial real estate finance transactions every year. We’re a boutique firm, so you’ll work directly on complex deals from your first month, in a team where your analysis is seen and used, not buried under layers of hierarchy. Job Description Generate new deals across our commercial real estate lending and financial consulting lines. Full training provided. You’ll connect with property owners and brokers by phone, email, and in person, and be measured on contacts and closings. Qualifications • Sales or business development experience is a plus, but not required, • Familiarity with sales principles and a genuine interest in building client relationships, • Strong written and spoken English, • Confident, personable communicator who builds rapport quickly, • A service-first mindset and a passion for helping clients succeed Additional Information $40-45k plus comission

Specialty Capital is seeking a Senior Product Manager to help build the technology that powers our lending business. Fintech · Product Management · Alternative Lending · Revenue-Based Financing · MCA · SMB Lending · Credit · Underwriting · AI · Automation · Payments · Embedded Finance ·

As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Any of the completed information you provide during the Chase on-line applica

Legal Assistant – Uniondale, New York. The Legal Assistant will provide litigation support to our commercial loans and banking team. Format, proofread, and revise legal documents related to lending transactions.

Catholic Charities of Long Island models the love of Jesus by offering dignified and compassionate care to poor and vulnerable neighbors of every faith and background. In-person service at more than 50 sites throughout Nassau and Suffolk counties is inspired by the Gospel call affirming the sacredness of every human life. CCLI is looking for an Assistant Residential Manager with a generous heart and a desire to contribute to the well-being of others to carry out our mission on Long Island. By joining our team, you will share in the joy of providing "care with dignity and life with hope." We are seeking a talented professional with a passion for lending their skills & abilities to help our developmentally disabled adults who reside in our group home in Valley Stream to achieve their goals and experience pride in what they have accomplished. In this role, you will assist the Residence Manager to provide "person-centered care" by encouraging teamwork, supervising staff, observing regulatory requirements and ensuring effective house operations. Our ideal candidate for this Assistant Manager opportunity will be a seasoned supervisor with a background in caring for developmentally disabled adults, including those experiencing age-onset medical issues. Full benefits package includes: 3 weeks' vacation, 18 paid holidays, health/dental, free life insurance, and retirement savings plan. Key Responsibilities Include: • Supervising Residence Counselors and assisting in scheduling staff to ensure full staffing 24/7;, • Ensuring that Individual Service Plans and goals are developed with residents, implemented and documented appropriately by staff;, • In absence of Manager, communicating with residents' family members to provide information, status reports;, • Performing hands-on Residence Counselor duties as needed, including transporting and accompanying residents into the community, providing direct care, performing household maintenance duties. Basic Requirements: • High School Diploma/GED. Associate's Degree preferred., • Minimum of 2 yrs. experience in a hands-on caregiving role in the Developmental Disabilities field (OPWDD) is required, • Experience caring for developmentally disabled adults in a residential setting, • Strong communication skills -- written, verbal and interpersonal, • Well-developed administrative & organizational skills, • Clean, valid NYS Driver's License, • Ability to accommodate a flexible work schedule according to individual's needs, • Ability to perform tasks that may require stooping, crouching, and 2-person lifting up to 250 pounds., • Ability to maintain personal safety and respond appropriately in a calm, non-confrontational manner during an individual's physical or emotional outburst. Core Work Schedule: FT, 40 hrs./wk. - (24/7 On Call flexibility required) • 1pm - 9pm, Tues-Sat Catholic Charities of Long Island. An Equal Opportunity Employer "Care with Dignity.Life with Hope"

Branch Banking Client Consultant II-Licensed. Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients. This position will have greater lending and basic investm

You have a solid understanding of DTC and SWIFT message types used in Asset Servicing workflows and bring prior experience in the Financial Services industry, preferably across Custody Asset Servicing and Fund Services, Markets or Prime Brokerage, and/or Securities Lending. This is the team for you. As a Securities Services Announcement Capture Analyst within the Announcement Capture Team at JPMorganChase, you will be responsible for processing high-risk, complex voluntary corporate action events. Your primary focus will be to manage the capture and validation of corporate action information across key milestones through event completion. Given the team's support of multiple internal lines of business serving large institutional clients, the role is critical to interpreting market nuances and proactively managing the risks associated with market announcements throughout the full event lifecycle. In this role, you will partner closely with global stakeholders including Middle Office teams, Client Service Managers, product partners, and regional processing teams to support day-to-day operational execution. You will monitor and analyze service performance, identify trends and root causes, and drive continuous improvements in service delivery between JPMorgan Chase and its clients by leveraging enterprise systems and digital tools. You will coordinate across local and global operational teams to ensure timely escalation, effective issue management, and efficient resolution. Our mission is to deliver a world-class service experience at every client touchpoint and achieve industry-leading quality through consistently measurable and proven service performance. Job responsibilities • Review incoming corporate action events from multiple sources (e.g., SWIFT messages, agent emails, offer documents) and create and maintain corporate actions, including mergers, repurchase offers, exchange offers, and optional dividends., • Execute routine and non-routine corporate action announcement processes with moderate to advanced complexity, applying intermediate to advanced subject matter expertise., • Diagnose operational issues and provide technical or process resolutions within defined guidelines and limited autonomy., • Serve as the primary point of contact for subscribers via Operations, Middle Office, and Client Service teams, ensuring timely and accurate responses., • Perform End-of-Day (EOD) control checks to confirm all work is completed accurately and risks are identified, escalated, and managed appropriately., • Publish daily, weekly, and monthly metrics to key stakeholders, highlighting trends, risks, and performance against targets., • Recommend and support process improvements to reduce manual touchpoints and increase efficiency through standardization and automation opportunities., • Maintain flexibility to work extended hours and rotating shifts as required to meet business demands and client expectations, consistently performing under pressure. Required qualifications, capabilities and skills • Apply a solid understanding of DTC and SWIFT message types, specifically the message formats used in Asset Servicing workflows., • Demonstrate experience with Asset Servicing operating systems and platforms (e.g., IMActions, TCS BANCS); third-party vendor management experience., • Work closely with business partners and collaborate effectively with stakeholders across all levels of the organization., • Remain flexible and deliver against tight deadlines by organizing, prioritizing, and managing workload effectively., • Operate effectively in large-scale, high-volume environments and support multi-stream programs with competing deliverables., • Apply strategic thinking while maintaining a strong focus on practical execution and measurable outcomes., • Use strong analytical and problem-solving skills to identify root causes, take initiative, drive change, and enhance controls., • Navigate a changing business landscape by adapting quickly, maintaining operational resilience, and supporting continuous improvement., • Communicate with strong oral, written, and presentation skills, clearly and consistently delivering strategic messages and linking them to team priorities, individual goals, and accomplishments., • Maintain extensive working knowledge of Microsoft Office, including Word, Excel, and PowerPoint. Preferred qualifications, capabilities and skills • Prior experience in the Financial Services industry, preferably across Custody Asset Servicing and Fund Services, Markets or Prime Brokerage, and/or Securities Lending., • Hold a relevant degree; alternatively, present a proven track record of performance that meets role requirements., • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. 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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

The Store Manager III develops, leads and contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, coaches and motivates the Store team to deliver a legendary Employee and Customer Experience while achieving shareholder value through solutions and referrals. Responsible for the Store growth by focusing on deepening customer relationships, putting the customer first and referring them to the right Specialist to ensure we are meeting their needs and providing the best advice to customers. Depth & Scope: • Provides people management leadership by hiring the best talent, setting goals, developing staff, managing employee performance and compensation decisions, promoting teamwork and handling any/all disciplinary actions, as required, • Manages a large sized store and team (based on U.S. TD Bank store levelling criteria), • Oversees and leads a large and/or highly complex and/or Denovo Store while growing talent, developing skills and capabilities to achieve career goals, support project/initiative success and achieve business results, • Accountable for achieving both Store and individual performance metrics, • Ability to manage multiple store locations and/or a diverse and complex customer base, if required, • Acts as peer mentor to developing store managers, • Requires deep expert knowledge of the business, banking and bank operations, • Requires deep expert process management knowledge and deep expert knowledge of the risk profile for team processes supported, advanced knowledge in identifying, tracking and resolving gaps, • Provides coaching, mentorship and guidance to others within area of expertise, • Oversees management of team requiring workforce to decision on acceptable level of risk-Moderate to High risk potential (loss/reputational), • Acts as the highest point of escalation/contact within the store for issues raised from customers, other internal groups and/or partners, • Originates loan applications, handles Conditions of Lending and conducts loan closings, • Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Education & Experience: • Undergraduate degree or equivalent experience, • 5+ years related experience required (retail, customer service and/or financial services industries) supervisory, leadership and coaching experience required, • 5+ years experience of proven business development skills, including ability to conceptualize and implement strategies, • 5+ years of proven leadership and coaching experience required, • Small Business and Consumer lending experience required, • Knowledge of Bank product lines and services as well as an understanding of Store operations and security, • Proven ability to manage competing priorities, strategically aligning efforts and activities to meet Store goals and objectives, • Future focused, foresees gaps, trends and influences direction across a specialized area of the Region and Market, • Ability to negotiate, manage relationships and influence across the Region, Market, and Business line, • Has high performance standards for self and others and can coach peers, • Strong financial analysis skills, • Strong presentation, analytical, interpersonal and collaborative skills with all levels of internal and external customers, • Excellent verbal and written communication skills, • Demonstrated ability to lead and motivate team members, • Proficient with Microsoft Office suite, • Notary License (preferred) Customer Accountabilities: • Manages the service and advice team promoting a positive customer and colleague experience, • Leads, coaches and develops a team of service and advice colleagues on services, product and sales informational conversations and/or advice-giving service strategies and tactics to improve the overall customer experience which includes improving overall financial confidence in both colleagues and customers, • Coaches to ensure customer issues are handled appropriately through customer problem resolution guidelines and personally participates in the negotiation and problem resolution where necessary, • Actively promotes the Bank's presence/brand within the community through participation and leadership in community business groups, initiatives, fundraisers, etc., • Builds relationships by promoting a client/customer centered organization and proactively addresses customer needs, • Contributes to the execution and achievement of the team and the store's service customer experience targets by coaching/modeling appropriate attributes and behaviors; leads the store in the execution of advice plan/objectives, • Provides oversight of store premises and ensures the customer and colleague areas are professional and inviting in appearance, • Ensures overall colleague scheduling is optimal to meet customer demands, • Provides ownership/oversight of complex daily operational/administrative duties Shareholder Accountabilities: • Creates store-specific strategies to grow the business, • Uses reporting to identify opportunities to acquire and deepen customer relationships to drive deposits, investment and loan growth, • Partners with Specialists to grow and advise new and existing customers, • Works with partners, including Small Business, Commercial, Consumer Lending and Wealth to grow the Store Portfolio, • Manages the Store budget to meet expense and revenue objectives and revenue and manages expenses, • Drives One TD - Builds and sustains awareness and engagement to increase partnership across Retail and all Lines of Business with a focus on Digital to meet and exceed goals, • Proactively reaches out to prospects to develop and deepen relationships through needs-based conversations, • Identifies and develops relationships with Personal, Small Business and Center and Influence (COIs) to generate demand for TD products and services, • Achieves business objective for Operational Excellence, • Ensures necessary due diligence to support the accuracy of all customer transactions/activities, • Follows and ensures colleagues understand and apply bank operating policies and procedures, • Protects the interests of the organization identifies and manages risks, and escalates non-standard, high risk transactions/activities as necessary, • Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts, • Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite, • Ensures colleagues are knowledgeable; and assumes responsibility to minimize operational and regulatory risk by complying with Bank and industry Code of Conduct, • Works alongside other business lines including Wealth and Business Banking to stay abreast of emerging trends in the market, support referrals across business lines through ongoing training and coaching to store colleagues, • Colleagues at higher levels may be responsible for acting as a leader in the provision of One TD services to customers, demonstrating cohesive partnership for business planning and community involvement Employee/Team Accountabilities: • Leads, coaches and develops store teammates to create a consistent legendary customer experience, • Coaches teammates to provide the best advice to potential and existing TD Bank customers, • Responsible for management of the overall team providing both leadership and guidance, • Sets targets and objectives for the team, and holds the team accountable to deliver results and objectives, • Grows team expertise to align with business/enterprise demand and direction; assesses team skills and capabilities and continually looks for ways to provide and enhance the value they deliver to customers, • Leads a high performing team; provides on-going feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken and completed for all colleagues, • Leads the process of setting performance objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner, • Ensures colleagues are in compliance with all human resources policies, procedures and guidelines of conduct and escalates to the appropriate partners to manage colleague risk, • Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams, • Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes, • Recruits for all hires to ensure a highly diverse, qualified workforce to achieve business objectives, • Establishes and fosters a cohesive team; promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives, • Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally

The Mortgage Lending Officer role is a developing professional role. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. Knowledge

Job Description About Cullen and Dykman LLP Cullen and Dykman LLP is a full‑service law firm that has been serving clients since 1850. We are committed to delivering the highest quality legal services while upholding the highest standards of professionalism. Our dynamic and collegial environment fosters collaboration among attorneys, paralegals, and staff, ensuring that every team member contributes to the firm’s continued success. Position Overview The Firm is seeking to add a Legal Administrative Assistant to its Commercial Loan Transaction Banking team in our Uniondale, Long Island office. This position will be assisting in the coordination of commercial loan closing activities. Job Duties: • Organize and catalogue documents pertinent to transaction closings., • Maintain filing system, ensuring accessibility completeness and accuracy of the database., • Assisting attorneys in organizing and carrying out special projects as assigned or requested., • Communicate professionally with clients, financial institutions, title companies and opposing counsel., • Review documents for completeness and accuracy before execution and recording., • Enter billing information, maintain time records, and assist with invoicing as needed., • Format, proofread, and revise legal documents related to lending transactions., • Perform document management, scanning, copying, and electronic filing using legal practice management software. Requirements: • Four-year college degree is preferred but not required., • Familiarity with UCC filings preferred but not required., • 2+ years of relevant work experience., • Proficiency in Microsoft Word, Outlook, and Excel., • Strong academic background., • Excellent written and verbal communication skills., • Must be conscientious, organized, detail-oriented and a team player., • Ability to work independently and multi-task. Compensation & Benefits We offer a competitive salary, an excellent benefits package and a collaborative, friendly environment. The salary range for this role is $50,000-$70,000. Actual salary will be commensurate with the candidate’s qualifications and relevant experience. Equal Employment Opportunity Cullen and Dykman LLP provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Description SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built for advisors who want to serve sophisticated clients across the full spectrum of wealth management. We currently focus on comprehensive advisory for high-net-worth and ultra-high-net-worth clients including business owners, multi-generational families, and clients navigating liquidity events, with capabilities spanning investment management, tax-aware planning, estate and succession coordination, private market access, and a full traditional public-markets platform. We operate as a fee-only fiduciary, SEC-registered investment adviser and are seeking experienced wealth advisors and supporting staff. Our firm is affiliated with an established real estate and specialty finance platform with active operating businesses, properties, and investment-related entities. That affiliation provides advisors with immediate access to private market opportunities, operational infrastructure, advanced tax and planning resources, and industry relationships, not a cold start. This is an opportunity to help build a family office advisory platform early, with flexibility to grow our AUM across the full client spectrum while leveraging internal deal flow, shared resources, firm-funded growth support, and long-term expansion plans. Responsibilities • Serve as the lead fiduciary advisor for a book of high-net-worth and ultra-high-net-worth clients, • Develop new business relationships with business owners, families, post-liquidity clients, and centers of influence, • Build and manage comprehensive wealth plans spanning investment management, tax-aware planning, and estate and succession coordination, • Position and allocate across the full platform including public equities, fixed income, structured products, and private markets such as private credit, real estate, and alternative strategies, • Coordinate pre- and post-liquidity planning for business owners approaching a sale, • Deliver ongoing client education and proactive communication on markets, planning strategies, and portfolio positioning, • Coordinate with internal specialists across tax, estate, lending, and insurance to deliver an integrated client experience, • Drive organic growth supported by firm-funded lead generation, events, and marketing, • Maintain accurate records in the firm's CRM and planning systems, • Maintain full compliance with SEC, firm, and fiduciary standards across all client activity Requirements • Series 65, or Series 7 + 66, or a qualifying professional designation (CFP, CFA, CPA) in lieu of exam where applicable, • Minimum 5 years of experience as a wealth advisor, financial advisor, or private wealth professional with a demonstrated record of production, • A portable book of business and established high-net-worth or business-owner relationships preferred, • Clean regulatory and compliance record with no material U4 or U5 disclosures, • Strong working knowledge of advanced planning concepts including tax-efficient exit structuring, trust and estate strategies, and alternative investments, • Demonstrated ability to hold a sophisticated conversation with business owners and their tax and legal advisors, • Proficiency with CRM and financial planning platforms and a comfort with technology-enabled workflows, • Ability to manage a book independently while coordinating with internal service and planning teams, • Entrepreneurial, builder mindset motivated to grow a practice rather than maintain one, • Bachelor's degree required; experience serving business owners through liquidity events a plus

Provide legal advice and support to clients on a wide range of lending finance matters, including but not limited to, commercial finance, UCC Article 9, title surveys, lease reviews, and lien searches. Job Details Job Details: We are seeking a highly skilled and experienced Permanent Associate Attor

As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Any of the completed information you provide during the Chase on-line applica

Under the direction of the Commercial Term Lending Area Manager, the Commercial Term Lending Regional Sales Manager is directly responsible for building an effective team of Client Sales Managers and staff, and assisting these teams of originators in managing and/or cultivating new and existing rela

We have an exciting opportunity to join our Appraisals Team! This position will assist the Appraisal Department in all aspects of reviewing third-party appraisals to determine a credible and reasonable opinion of the market value of Commercial real estate to assist in the mortgage lending process.Qu

We have an exciting opportunity to join our Appraisals Team! This position will assist the Appraisal Department in all aspects of reviewing third-party appraisals to determine a credible and reasonable opinion of the market value of Commercial real estate to assist in the mortgage lending process.Qu

We look directly to the Regional Sales Manager to build, manage, and expand the JPMorgan Chase presence in their market. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent co

Job Description About Evolution Capital Group Evolution Capital Group is a growing merchant banking and commercial finance firm specializing in business financing, private capital, commercial real estate lending, and strategic capital advisory. We work closely with business owners, investors, financial institutions, and capital partners to structure and facilitate financing transactions across a broad range of industries. We are seeking an intelligent, highly organized, financially knowledgeable professional to work directly with senior leadership and play an integral role in supporting our expanding operations. Position Overview This is an exciting opportunity for a motivated professional who combines exceptional administrative and organizational abilities with a solid understanding of business and finance. The ideal candidate is comfortable reviewing basic financial information, communicating with business professionals, coordinating transactions, and recognizing potential business or financing opportunities as they arise. Beyond traditional administrative responsibilities, this individual will help maintain a professional and efficient office environment, contribute to the continued development of the Evolution Capital Group brand, and collaborate with marketing partners to identify opportunities for improvement. We are looking for someone who takes initiative, thinks independently, exercises sound business judgment, and approaches their responsibilities with an ownership mentality. While this is not a traditional underwriting or marketing position, financial literacy, strong communication skills, exceptional organization, and a proactive mindset are essential. Key Responsibilities Capital Operations & Transaction Coordination • Receive, review, and organize financing submissions from brokers, referral partners, and business owners., • Coordinate the collection of financial statements, bank statements, tax returns, applications, and other transaction documentation., • Maintain organized electronic transaction files and monitor outstanding requirements., • Assist in preparing financing packages for lenders and capital partners., • Track transaction progress and coordinate timely follow-ups., • Maintain accurate transaction records and update internal CRM systems., • Help ensure transactions move efficiently from initial submission through funding and closing. Financial Review & Opportunity Identification • Review and understand basic financial information, including revenue, profitability, cash flow, assets, liabilities, and existing debt obligations., • Demonstrate familiarity with financial statements, including profit and loss statements and balance sheets., • Identify potential financing needs, business opportunities, and areas requiring additional financial review., • Recognize opportunities that may benefit from the firm's lending, private capital, or advisory solutions., • Support preliminary financial analysis and transaction evaluation under the direction of senior leadership., • Demonstrate commercial awareness and the ability to connect financial information with potential business opportunities., • Proactively bring promising opportunities and relevant observations to management's attention. Investor, Client & Partner Relations • Communicate professionally with investors, lenders, brokers, clients, and other business partners., • Coordinate meetings, correspondence, and transaction updates., • Maintain positive relationships with existing clients and capital partners., • Respond to incoming inquiries and ensure timely follow-up., • Facilitate communication between internal leadership and external parties., • Represent the firm professionally in written correspondence, telephone communications, and meetings. Executive & Administrative Support • Organize legal agreements, engagement letters, term sheets, NDAs, and closing documentation., • Coordinate electronic signatures through DocuSign and maintain accurate records., • Answer incoming telephone calls and direct inquiries appropriately., • Manage correspondence, scheduling, and calendars., • Maintain CRM records, internal databases, and electronic filing systems., • Assist company leadership with daily administrative and operational responsibilities., • Help improve internal processes, organization, and workflow efficiency. Office Management & Brand Development • Help maintain a professional, organized, welcoming, and efficient office environment., • Oversee general office organization, supplies, and day-to-day administrative needs., • Ensure the office consistently reflects the professionalism and standards of Evolution Capital Group., • Actively represent and promote the Evolution Capital Group brand through professional interactions with clients, investors, brokers, and business partners., • Collaborate with internal and external marketing professionals to support branding, marketing initiatives, and business development efforts., • Identify and recommend improvements to the firm's website, marketing materials, communications, and overall brand presentation., • Assist with coordinating marketing campaigns, company announcements, and business development initiatives as needed., • Proactively identify opportunities to strengthen the firm's market presence, client experience, and operational efficiency., • Take initiative in suggesting and implementing improvements, subject to leadership approval, that contribute to the company's continued growth and professional image. Qualifications • Bachelor's degree in Finance, Accounting, Business Administration, Economics, or a related field preferred., • 3–7 years of relevant professional experience preferred., • Experience in financial services, banking, commercial lending, real estate finance, accounting, or business operations is highly desirable., • Ability to understand and interpret basic financial statements and business financial information., • Strong proficiency in Microsoft Excel, Word, Outlook, and general business applications., • Exceptional organizational skills and attention to detail., • Excellent written and verbal communication skills., • Professional demeanor and confidence interacting with business owners, investors, and financial professionals., • Ability to manage multiple responsibilities and priorities independently., • Strong analytical thinking, business judgment, resourcefulness, and initiative., • High level of discretion when handling confidential financial and business information., • Familiarity with CRM platforms, DocuSign, and financial documentation is a plus., • Interest in business development, branding, and continuous operational improvement is strongly preferred. Compensation & Benefits • Base Salary: $90,000 annually., • Performance Incentives: Additional incentive compensation based on individual contributions, performance, and business opportunities identified., • Paid Time Off: One week of PTO annually., • Career Advancement: Opportunities for increased responsibilities, professional development, and long-term growth within the firm., • Professional Exposure: Direct involvement in commercial finance, private capital, and merchant banking transactions., • Leadership Access: Opportunity to work directly with company leadership in a growing entrepreneurial organization. The Ideal Candidate We are looking for someone who is more than a traditional administrator but does not necessarily need to be an experienced underwriter. The ideal candidate is organized, financially literate, articulate, proactive, and capable of recognizing when a business or financing opportunity deserves further attention. You should be comfortable managing the details of multiple transactions while understanding the broader business objectives behind them. We especially value individuals who take pride in representing the organization, recognize opportunities to improve how the business operates and presents itself, and are motivated to contribute beyond their immediate responsibilities. You should be someone who takes ownership of tasks, anticipates needs, follows through without constant supervision, and genuinely enjoys contributing to the success of a growing business. This position offers a unique opportunity to become an integral part of a growing financial services organization, with meaningful responsibilities, direct access to leadership, and the potential for long-term career advancement. Evolution Capital Group Capital. Advisory. Execution. \nCompany Description Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution. The firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM. By combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter. Evolution Capital Group was founded to bridge entrepreneurial operators with flexible institutional and private capital through long-term relationships, underwriting discipline, and sophisticated transaction execution.\n\nThe firm operates across business finance, real estate capital, private credit, asset-based lending, strategic advisory, and syndication opportunities ranging from $100K to $50MM.\n\nBy combining institutional-level financial experience with entrepreneurial agility, Evolution positions itself as a relationship-driven capital platform focused on complex opportunities where speed, structure, and execution matter.

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