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Description At Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our capabilities. Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support. As a Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners® (CFPs), creating the Citizens Private Client team. Primary responsibilities include • Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions., • Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives., • Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights., • Provide exceptional, high-touch client experiences., • Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals., • Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens., • Growth in net new investment assets in collaboration with Wealth Partners., • Growth in new deposits including checking, savings, and CD balances., • Growth in lending units and balances through mortgages, home equity lines, and securities-based lending., • Bachelor’s degree (preferred)., • 3 - 5 years of banking, wealth management or other relevant equivalent experience., • Experience working with affluent and high net worth clients., • Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire., • Demonstrated success in a client-centric, initiative-taking sales environment., • Experience establishing and maintaining relationships with clients and internal partners., • Knowledge of industry regulatory requirements to ensure a sound control environment., • Hours per Week: 40 The salary range for this position is $81,000 - $95,000 per year, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit ___ #LI-CITIZENS6 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. Why Work for Us At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth Background Check Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

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. What You’ll Do We are seeking an experienced C&I Finance Attorney with 5+ 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. Key Responsibilities: • 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. What You’ll Bring • Juris Doctor (J.D.) degree with excellent academic credentials., • Admission to the New York Bar required; admission to the New Jersey and Florida Bars is a plus., • 5–7 years of transactional and/or commercial finance experience, specifically including C&I lending., • Strong drafting, negotiation, and organizational skills., • Ability to work independently, multi task 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. Salary Range: We offer a competitive salary, an excellent benefits package and a collaborative, friendly environment. The salary range for this role is $160,000-$190,000. Actual salary will be commensurate with the candidate’s qualifications and relevant experience. Benefits include comprehensive healthcare, paid time off, retirement plans, and professional development opportunities. How to Apply If you are motivated to grow your career in commercial finance and transactional law, we encourage you to apply. Please submit your resume by clicking “Apply.” 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 Job Title: Mortgage Banking Associate (In Office Position) No Remote Location: Melville, NY Job Type: Full-Time About Us: Reliant Home Funding, Inc. is a leading mortgage lender committed to helping individuals and families achieve their homeownership dreams. We pride ourselves on providing exceptional service, industry expertise, and innovative solutions to our clients. As we continue to grow, we are seeking motivated individuals to join our team as Mortgage Banking Associates, an entry-level pathway to becoming a licensed Mortgage Loan Officer. Job Summary: As a Mortgage Banking Associate, you will gain hands-on experience in the mortgage industry while training to become a Mortgage Loan Officer. You will work closely with borrowers, follow up on leads, and utilize our CRM to manage client interactions. All leads provided are inbound, giving you a great opportunity to connect with interested borrowers. This role is ideal for individuals who are eager to build a career in mortgage lending, develop strong sales skills, and provide outstanding customer service. Key Responsibilities: * Assist borrowers throughout the mortgage process by gathering documentation, answering questions, and providing guidance. * Follow up on inbound leads from various sources, including inbound inquiries and marketing campaigns. * Utilize the company’s CRM to track client interactions, update records, and maintain an organized sales pipeline. * Educate potential borrowers on loan products, qualification requirements, and the application process. * Work closely with senior Mortgage Loan Officers to learn best practices and industry regulations. * Collaborate with processing and underwriting teams to ensure timely loan approvals. * Maintain compliance with all federal, state, and company policies and guidelines. * Participate in ongoing training and development programs to prepare for the Mortgage Loan Officer role. Qualifications: * Bachelor's degree required; relevant experience in sales, finance, or customer service is a plus. * Strong communication and interpersonal skills with a customer-first mindset. * Ability to manage multiple tasks and prioritize effectively in a fast-paced environment. * Proficiency in technology and ability to work in a high pace environment. * Self-motivated, goal-oriented, and eager to learn the mortgage industry. * Must be willing to obtain required licensing to transition into a Mortgage Loan Officer role. What We Offer: * Competitive base salary with performance-based incentives. * Comprehensive training program and mentorship from experienced Mortgage Loan Officers. * Career advancement opportunities within the company. * A supportive and dynamic work environment. * Health, dental, and vision insurance options. * 401(k) retirement plan with company match. Powered by JazzHR nPf4gQOR6R

Job DescriptionLarge full service defense firm This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $160,000 - $190,000 per year A bit about us: Large full service defense firm Why join us? We offer a competitive salary, an excellent benefits package and a collaborative, friendly environment. Job Details Job Details: We are seeking a highly skilled and experienced Permanent Associate Attorney specializing in Lending Finance to join our dynamic legal team. This key role will focus on supporting our clients in the commercial finance sector, providing expert advice on various legal aspects, including UCC Article 9, title surveys, lease reviews, corporate structure, and lien searches. The successful candidate will be expected to handle complex financial transactions, conduct thorough legal research, and provide strategic legal solutions. This role demands a high level of professionalism, excellent communication skills, and a strong commitment to providing exceptional service to our clients. Responsibilities: 1. 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., 2. Conduct comprehensive legal research and analysis to support strategic decision-making and risk management., 3. Draft, review, and negotiate a variety of legal documents such as contracts, leases, and loan agreements., 4. Represent clients in legal proceedings, if necessary, and effectively present their case., 5. Maintain up-to-date knowledge of relevant laws, regulations, and industry standards., 6. Build and maintain strong relationships with clients, offering legal advice that aligns with their business objectives., 7. Collaborate with other team members to ensure a coordinated and consistent approach to client service., 8. Contribute to the firm's knowledge sharing initiatives by providing insights and updates on developments in lending finance law. Qualifications: 1. Juris Doctor degree from an accredited law school., 2. A minimum of 5 years of experience as an attorney specializing in lending finance., 3. Proficient understanding of commercial finance, UCC Article 9, title surveys, lease reviews, corporate structure, and lien searches., 4. Admission to practice law in the state., 5. Exceptional analytical, research, and drafting skills., 6. Proven ability to manage multiple projects, prioritize tasks, and meet tight deadlines., 7. Excellent communication and negotiation skills, with the ability to represent clients effectively in various settings., 8. Strong commitment to maintaining high professional standards and providing exceptional service to clients., 9. Ability to work collaboratively in a team environment, as well as independently when required., 10. Demonstrated ability to stay updated with the latest developments in lending finance law. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionThe ideal candidate will use loan origination software and templates to prepare mortgage loan documents that accurately represent the loan commitment and terms offered to the borrower. Depending upon the type of transaction, documents may include promissory notes, loan agreements, mortgages, guaranties, assignments, deeds, UCC filings, modifications, amendments etc. The completed document package must be accurate, timely, enforceable and must conform to both bank policies and regulatory requirements. Responsibilities · Prepare loan documents upon receipt of request from the lender · Ensure all required documents are provided, to properly evidence the loan and perfect the bank's security interest · Working knowledge of Encompass360 software and related programs to create documents; ensure the timely delivery of documents to lenders and others as directed. · Follow-up with lenders, legal counsel and others for missing items needed to create accurate loan documents, respond to questions concerning loan documentation from legal counsel, lenders and other staff members. Resolve differences and provide direction to others to facilitate the documentation process. · Provide support to peers and departments performing routine tasks required to run the department and carry out various daily functions. · Review all work assignments for accuracy and completeness, answer questions and provide guidance. Qualifications · 5+ year(s) of mortgage loan doc prep experience, including knowledge of title and lender procedures (co-ops and CEMAs preferred). · Paralegal certification from an ABA approved school, or B.A. degree in a field related to law a plus.· Competency in Microsoft Word, Excel, Adobe Acrobat, etc. · Notaries or candidates willing to become a notary preferred. · Extensive knowledge of lending terminology and legal documents used in mortgage banking. · Experience in creating loan documents. · Ability to review title commitments and policies. · Ability to use strong interpersonal skills to clarify instructions from lenders, attorneys, and other bank representatives to resolve problems and correct discrepancies that negatively affect the production of loan documents that conform to bank policy. Benefits · Paid time off for holidays, vacation, and personal leave. · Medical, dental, and vision.· 401k· Performance bonuses· Wellness resources· Advancement opportunities

Job DescriptionWe are looking for an experienced senior loan processor to join our tight-knit group of mortgage professionals. The successful applicant will have years of experience in loan processing, excellent attention to detail, and a skilled approach to customer service to help our borrowers navigate the mortgage closing process. We provide the opportunities, the team, and the growth potential to help you achieve your career goals. If this sounds like the ideal job for you, please apply today!Compensation: $70,000 Responsibilities: • Confirm that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines, • Create and maintain the mortgage loan file, order third party documentation and reports as needed for residential home loans, and assist underwriters in clearing conditions as requested, • Verify the accuracy of all obtained loan documentation, such as title insurance, loan applications, appraisals, credit reports, and income and asset declarations and provide them promptly to underwriters for loan approval, • Be the main point of contact for title companies, mortgage loan officer/mortgage loan originator, real estate agents, borrowers, and mortgage underwriters to facilitate a timely loan closing, • Submit loan file documentation accurately into necessary software programsQualifications:, • Federal and state home loan regulatory requirements and overall mortgage industry knowledge is essential, • Bachelor’s degree preferred; high school diploma required, • Excellent attention to detail, customer service, time management, and communication skills are needed, • Knowledge of current residential mortgage loans such as FNMA, FHA, VA, USDA, and Conventional is crucial -- Commercial loan and Refinance loan knowledge is an added asset, • 2-3 years experience with a mortgage company, mortgage banker, or mortgage lender as a mortgage loan processor is neededAbout Company Why Join OMNI Mortgage? When you join us, you’re not just stepping into a job; you’re joining a mission. OMNI Mortgage is dedicated to empowering loan officers to achieve the kind of success that changes lives. We provide the top-tier resources, exclusive access to elite agents, and best-in-class coaching to ensure you’re equipped to succeed at the highest level.

Job DescriptionThis Jobot Job is hosted by: Colleen Gormley Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume. Salary: $180,000 - $200,000 per year A bit about us: Our client is a full-service law firm that has been serving clients since 1850, offering competitive salary, excellent benefits package, and a collaborative, friendly environment. Why join us? Competitive salary Excellent benefits package Collaborative, friendly environment Flexible work schedule Generous PTO Job Details Responsibilities Include: • Preparation and negotiation of purchase and sale agreements, commercial leases, easements, and similar real property agreements., • Drafting, reviewing, and negotiating financing documents, including term loans, revolving credit facilities, security agreements (UCC filings), guarantees, and intercreditor agreements., • Drafting, reviewing, and negotiating purchase/sale agreements, and joint venture agreements., • Managing due diligence, including title, survey, and lease review, and review of collateral matters for commercial and industrial loans (e.g., corporate structure, lien searches)., • Advising clients on transaction structures, collateral packages, and closing complex deals., • Supporting leasing matters as needed., • J.D. with excellent academic credentials., • New York Bar admission required, New Jersey Bar and Florida Bar admission a plus., • 5-7 years of transactional and/or commercial finance experience, specifically including C&I lending., • Must be a self-starter, detailed oriented, and a team player., • Strong drafting, negotiation, and organizational skills., • Must be able to work independently, multi-task and possess excellent writing and communication skills., • Familiarity with UCC Article 9 secured transactions is highly preferred. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policyCompany DescriptionJobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values. Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA). Ready to find a good job? Create your profile today at Jobot.com.Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.

Job DescriptionOur client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify candidates in the Long Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. • Manage, develop and retain full-service relationships with both UHNW & HNW clients., • Must have strong COI’s and or an established book of clients within the Long Island/Metro market and be able to self source., • Work within a business model that strengthens collaborations between internal departments, teams and specialists to maximize cross-selling opportunities., • Provide integrated financial services advice to these clients including banking, credit, asset management, and trust and estate planning., • Work collaboratively and proactively with branches and regional teams to identify and generate referrals., • Proactively develop internal and external networks for referral sources that generate prospects and create visibility in the marketplace., • Provide financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends., • Actively participate in community and business functions/groups., • Possess a self-motivated, highly driven, and entrepreneurial personality. Required Experience: • Bachelor's degree with 7+ years' experience in the wealth management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating an AUM exceeding 100M USD or T-12 of at least 350K USD., • Must have Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products

Job Description GENERAL: UNMB Home Loans Inc. is an independent mortgage banker specializing in single-family lending. It has been in business for more than 40 years. SUMMARY: This position is responsible for the daily Accounts Receivable functions of the Accounting Department, as well as ad hoc projects, when necessary. DUTIES AND RESPONSIBILITIES: The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. • Obtain Purchase Advices from each investor website, • Upload Purchase Advices to Warehouse Bank, • Enter compound Journal Entries into Accounting software, • Enter Purchase Advices into Loan Operating Software, • Reconcile Purchase Advices to ensure proper purchasing of Principle, Interest, Escrows, and Mortgage Insurance, • Furnish Pay Histories when requested To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. • Bachelors Degree, • 2-5 years of Accounts Receivable experience in similar role, ideally using Quickbooks., • Strong organizational skills required with the ability to multi-task several projects at once., • Following computer skills are required: Productivity software (word processing, email, data entry, video conferencing, spreadsheets), • Ability to navigate internet/webpages., • Ability to work in a team environment when needed. All offers are contingent on the successful completion of criminal background check.

Job Description Job title: Senior Underwriter Reports to: Manager of Underwriting Department: Risk & Underwriting Location: Hicksville, NY or Alpharetta, GA or Remote Grade: 16 About Priority: Priority Technology Holdings, Inc. is a leading financial technology company on a mission to deliver a personalized, easy-to-adopt financial toolset that accelerates cash flow and optimizes working capital for businesses. Our vision is to eliminate the barriers to unlocking revenue - empowering businesses to grow faster and operate smarter. We achieve this through the Priority Commerce Engine, an innovative platform that combines payables, acquiring, and banking and treasury solutions. This unified approach allows businesses to streamline financial operations, reduce unnecessary costs, and uncover new revenue opportunities. At Priority, we're driven by results. We expect our people to be known for results - bringing expertise, momentum, and relentless focus to every challenge, helping our clients and each other thrive. About the Role: As a Senior Underwriter, you will evaluate and manage the risk exposure of large, complex merchant accounts by analyzing financial statements, banking data, processing history, and credit reports. You will apply Card Brand underwriting rules across various processing relationships, including merchants, payment facilitators, and marketplaces, to ensure compliance and sound risk decisions. This role requires performing comprehensive financial reviews, spreading financials, and preparing detailed credit packages for internal and external approval. You will take full ownership of the credit decisioning process, balancing customer needs with organizational risk tolerance. You will also negotiate approval structures such as reserves and ACH delays to mitigate risk while supporting revenue growth. In addition, you will provide training and guidance to junior underwriters and sales partners. Responsibilities: • Own and manage the end-to-end credit and underwriting process for large, complex merchant accounts, making risk-based decisions in the best interest of both the organization and the customer., • Evaluate overall merchant risk exposure by assessing business models, transaction volumes, processing structures, and potential liabilities., • Ensure compliance with Card Brand underwriting rules and company policies across all card processing relationships, including Merchant, Payment Facilitator, and Marketplace models., • Perform comprehensive financial analysis, including full financial reviews and spreading of financial statements, to assess a merchant’s ability to support processing risk., • Analyze credit-related information such as banking data, processing history, and consumer and commercial credit reports to support underwriting decisions., • Prepare detailed and well-supported credit packages for review and approval by internal stakeholders and external partners., • Negotiate approval structures with merchants and partners, including reserves, ACH delays, and other risk-mitigation tools, to balance risk control and revenue growth., • Provide ongoing training, mentorship, and guidance to junior underwriters and merchant sales channels to enhance underwriting knowledge and consistency. What Success Looks Like: • Success in this role means consistently making sound, well-documented underwriting decisions that effectively balance risk mitigation with business growth., • Large and complex merchant accounts are approved and structured in alignment with Card Brand rules, company policies, and the organization’s risk appetite., • Financial, credit, and processing analyses are thorough, accurate, and clearly communicated through high-quality credit packages., • Risk exposure is proactively identified and mitigated through appropriate approval conditions, negotiations, and monitoring., • The Senior Underwriter is viewed as a trusted subject-matter expert by internal partners, merchants, and external stakeholders. Candidate Requirements: • 2-4-year College Degree with 5+ years of work experience in a related working field., • Excellent management, communication, interpersonal, organizational and leadership skills., • Ability to communicate effectively both written and verbal., • Attention to detail., • Excellent organizational skills., • Bank lending experience a plus., • Ability to work in fast paced environment., • Industry knowledge., • Identifies and resolves problems in a timely manner; able to handle a situation under pressure and find a solution; uses reason even when dealing with emotional topics., • Ability to receive and analyze data and input data into the computer., • Must be able to receive and understand instructions, and carry out those instructions. Work Environment & Culture: We believe that performance and experience go hand in hand - an exceptional employee experience is earned through contribution. We are a results-driven team, grounded in our core values: ownership, authenticity, service, trust, innovation, and camaraderie. Our culture is built for those who want to make an impact. We challenge each other to grow, celebrate progress, and support one another through shared goals and real connection. Whether you're building technology, serving clients, or supporting internal teams, you’ll be part of a company that empowers you to perform at your best and be known for results. Compensation and Benefits: Compensation range: $77,300 - $90,000 We invest in the whole employee - personally and professionally. Our benefits package is designed to support your well-being, growth, and success - both inside and outside of work. Financial Wellness • Bonus programs, • 401(k) match, • Employee Stock Purchase Program (ESPP), • HSA and FSA options, • Medical, dental, and vision coverage, • Mental health support for employees and dependents through Lyra Health, • Family planning and women’s health benefits through Carrot, • 3 weeks PTO to start, with unlimited PTO after year one Growth & Development • Education expense reimbursement, • Leadership development programs Traditional Physical Requirements: • Requires prolonged sitting, standing, bending, stooping and stretching., • Requires the ability to lift 10 pounds., • Requires eye-hand coordination, manual dexterity and a normal range of hearing and vision (with or without correction). Join our team at Priority Technology Holdings, Inc. and be part of a dynamic and innovative company that is transforming the financial technology landscape. Together, we can shape the future of payments and banking solutions while providing unmatched value to our clients.

Job Description SUMMARY: The Retail Mortgage Underwriter will underwrite residential mortgage loans in accordance with Secondary Market, Investor and Government (FHA/VA) and GSE underwriting guidelines. The successful candidate must be located in the NY Tri-State area, DUTIES AND RESPONSIBILITIES: The following reflects management's definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodation or other reasons. • Underwrite loan applications to granted credit underwriting authority ensuring adherence to Company and investor credit quality standards., • Analyze mortgage loan files, which includes customer's application, income documentation, appraisal and title reports, to ensure compliance with the company's policies, as well as state and federal regulations., • Analyze loan attributes and documentation for soundness and accuracy., • Analyze loan applications to identify any risk issues and/or potential misrepresentation., • Evaluate overall income, credit and equity of each loan application., • Provide support to Loan Officers and Relationship Managers regarding questions and/or clarification of inquiries, loan files, and underwriting guidelines., • Ensure timely review and follow-up steps in order to meet and exceed customer's expectations., • Keep up to date on investor and regulatory policies, procedures and changes that affect mortgage underwriting., • Effectively Communicate with, team members and management on outstanding requirements and conditions, • Review all AUS findings and ensure data integrity of income, credit debts, assets and equity calculations and adherence to guidelines. To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and or ability required. • Bachelor's degree preferred., • 3 + years underwriting residential mortgage experience., • Must have recent experience lending in New York City and surrounding areas., • Must have conforming conventional experience., • Must hold and maintain approvals for: DE, VA SARs, and LAPP loans., • Must be very familiar with all rental guidelines, multifamily, Cooperatives, and CEMA's., • Must have strong knowledge of 203K & Homestyle Loans., • Working knowledge of Encompass., • Strong verbal and written communication skills., • Team player with a strong commitment to customer service., • Adherence to established policies and procedures pertinent to the position which include but are not limited to BSA, Privacy, CRA and Safeguarding Customer Information., • Effective oral and written communication with customers, co-workers and all levels of management. Excellent interpersonal and organizational skills., • Ability to work well with co-workers and all levels of management., • Skills to identify and resolve problems in a timely manner by gathering and analyzing information., • Capable of working under pressure and meeting deadlines., • Computer literate experienced with Microsoft Office Suite & Teams., • DE Certification required., • SAR/LAPP Certification required. All offers are contingent on the successful completion of criminal background check.

Finance Assistant / Remote] - Anywhere in U.Up to $22 per hour / Medical, dental & vision / 401k match / PTO - As a Collections Agent at Above Lending, you will: Review and analyze delinquent accounts to determine the best course of action for resolution; Contact clients via phone and email to discu

Trueholdone of the nation's top players in the real estate investment space, with 200+ employees across 15+ marketsis expanding their mortgage lending operations with the growth of Truehold Financial. Since this is a newer business line within the organization, we are looking for someone entrepreneu

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Treasury Management Officer In Commercial Banking. You will leverage your deep treasury product knowledge to develop and execute a localized market and

As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and maintain relationships with clients. Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy. Certified Tr

Up to $22 per hour / Medical, dental & vision / 401k match / PTO - As a Collections Agent at Above Lending, you will: Review and analyze delinquent accounts to determine the best course of action for resolution; Contact clients via phone and email to discuss their accounts and provide solutions for

Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Analyze fina

Up to $22 per hour / Medical, dental & vision / 401k match / PTO - As a Collections Agent at Above Lending, you will: Review and analyze delinquent accounts to determine the best course of action for resolution; Contact clients via phone and email to discuss their accounts and provide solutions for

Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Community Mortgage Lending Officer Safe Act - B11 - Garden City. Consult with customers about their financial situation, financial and personal objectives, and lending needs for the purpos

Up to $22 per hour / Medical, dental & vision / 401k match / PTO - As a Collections Agent at Above Lending, you will: Review and analyze delinquent accounts to determine the best course of action for resolution; Contact clients via phone and email to discuss their accounts and provide solutions for

Up to $22 per hour / Medical, dental & vision / 401k match / PTO - As a Collections Agent at Above Lending, you will: Review and analyze delinquent accounts to determine the best course of action for resolution; Contact clients via phone and email to discuss their accounts and provide solutions for

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

Up to $22 per hour / Medical, dental & vision / 401k match / PTO - As a Collections Agent at Above Lending, you will: Review and analyze delinquent accounts to determine the best course of action for resolution; Contact clients via phone and email to discuss their accounts and provide solutions for

Up to $22 per hour / Medical, dental & vision / 401k match / PTO - As a Collections Agent at Above Lending, you will: Review and analyze delinquent accounts to determine the best course of action for resolution; Contact clients via phone and email to discuss their accounts and provide solutions for

Director Of Operations Residential Bridge & Transitional Lending. Its operating companies specialize in real estate acquisitions, capital markets, brokerage, property management, development, and specialty lending. Ensure adherence to internal credit policies, lending guidelines, and regulatory req