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About Us: CapFront, a leading financial services firm, is seeking dynamic Account Executives to join our growing team in New York. With offices in Midtown Manhattan and Melville, Long Island, we offer modern, collaborative work environments where driven professionals can grow, perform, and thrive. Our accessible office locations support in-person collaboration, mentorship, and career development in a fast-paced, high-energy setting. Founded in 2017, CapFront creates a professional, friendly, and ethical business funding marketplace. We help businesses across all industries access financing quicker and easier than traditional lenders. We’ve demonstrated rapid growth, increasing revenue by 820% from 2020 to 2023, and were recognized as #541 overall and #45 in financial services on Inc 5000’s fastest-growing private companies in America. At CapFront, we provide a tech-enabled financing process and deep financial guidance to help small business owners reach their peak potential and continue to take market share in the competitive small business lending vertical. The demand for our services is growing, and so are we! We are looking for Account Executives who will play a critical role in helping small businesses as well as our company GROW! What does CapFront have to offer? • Competitive salaries, high commissions and monthly performance bonuses, • Medical, dental and vision insurance, • Commuter Expense Benefits, • 401(k) retirement savings plan with employer matching contributions to help you grow your long-term financial security., • Work-life balance with generous time off, • Cool office with ambitious, smart and supportive people, • Full paid training to help you to hit the ground running! Who we’re looking for? • Ambitious and hardworking individuals with an entrepreneurial spirit, • Creative minds who aren’t afraid to seek new strategies to improve and win business, • Competitive and driven individuals who push to exceed goals What will you do? • Drive the sales cycle from prospecting, to lender matching, to term negotiations and deal closing, • Leverage our state-of-the-art tech stack including Salesforce, Vonage, Pardot, DocuSign, Ocrolus, and Plaid, • Collaborate with our entire team to help cultivate our growth in an exciting and energetic office environment Looking to join us? You’ll fit right in if: -You have 1-3 years of experience in an inside sales role where you have met or exceeded aggressive sales goals -You are self-driven with a hunger for success -You have an enthusiastic attitude towards learning about our products, our merchant’s businesses, and financial technology itself -You are team-orientated and an excellent communicator -You are coachable and willing to take direction to improve and develop professionally -Bachelor’s Degree (preferred but not required) Compensation: • Starting Base Salary: $50,000, • On-Target Earnings (OTE): $90,000 – $300,000 (based on performance; uncapped commission structure)

Company Description Westwood Funding Solutions (WFS) is a revenue-based finance company dedicated to supporting small to medium-sized businesses by providing essential working capital. Since its establishment in 2017, WFS has provided over $1 billion in commercial finance, empowering its portfolio of more than 15,000 clients. Headquartered in Hollywood, FL, the company also operates offices in both Fort Lauderdale, FL and Syosset, NY, continuing to grow and serve businesses across industries. Role Description This is a full-time on-site role for an Account Manager based in Fort Lauderdale, FL. The Account Manager will focus on building and maintaining strong client relationships, managing accounts efficiently, and providing excellent service to ensure client satisfaction. Daily responsibilities include communicating with clients to understand their financial needs, providing tailored funding solutions, and working closely with internal teams to resolve any client issues. The role also involves staying updated on company offerings and market developments to effectively address client needs. Qualifications • Strong interpersonal and communication skills, with the ability to build lasting relationships with clients, • Customer service or account management experience, showcasing problem-solving and decision-making abilities, • Familiarity with finance, lending, or business funding processes, • Organizational skills to effectively manage multiple client accounts and priorities, • Proficiency in relevant software tools and CRM systems, • Team collaboration skills alongside an ability to work independently, • Bachelor’s degree in Business, Finance, or a related field is a plus

Location: Melville, NY | Full-Time Base Salary + Uncapped Commission | Paid Training | Fast-Track Career Growth Launch Your Sales Career with Big Think Capital If you’re a recent college graduate who is competitive, driven, and ready to build real earning power early in your career, this is your opportunity. Big Think Capital is hiring entry-level Inside Sales Representatives to join our high-performance sales team. This is not a “starter job” where you wait years for advancement. It’s a structured path to strong income, professional development, and leadership opportunities. You bring the work ethic. We provide the training, leads, and platform. About Big Think Capital Big Think Capital is a nationally recognized business lending marketplace that has funded over $1 billion for more than 25,000 small and mid-sized businesses across the country. • Named Top Business Lending Firm of 2024 by Financial Services Review, • #1 Finance Broker on Trustpilot The Role: Entry-Level Funding Associate As an Inside Sales Representative, you will work directly with business owners who have already expressed interest in securing funding. This is a warm-lead sales environment — no cold calling. You will: • Speak with inbound, pre-qualified business owners, • Understand their financial needs and growth goals, • Present tailored funding solutions, • Manage your pipeline from first call to close, • Build trusted relationships through consultative selling, • Consistently work toward and exceed performance goals You will receive hands-on sales training, daily coaching, and mentorship from experienced leaders. We invest heavily in developing top producers. Who This Role Is Built For • Recent college graduates eager to build a career in sales, • Competitive, goal-oriented individuals, • Former athletes or high-achievers who thrive in performance-driven environments, • Individuals motivated by income growth and advancement Compensation & Growth • Competitive base salary, • Uncapped commission structure, • Clear promotion track to senior and leadership roles, • Ongoing training and mentorship, • Full benefits package including medical, dental, vision, PTO, and 401(k) What We’re Looking For • Strong communication skills, • High energy and resilience, • Coachable and open to feedback, • Self-motivated with a strong work ethic, • Desire to build a long-term career in sales and finance Build Your Career Where Performance Is Recognized At Big Think Capital, your results directly impact your growth and income. If you are ready to take ownership of your career and develop into a high-performing sales professional, we want to meet you. Apply today to begin your career with Big Think Capital.

A leading real estate investment firm is seeking an experienced Fixed Income Performance Attribution Analyst with hands-on experience with Fixed Income Portfolio Analytics and building yield curves. This role is for someone who is currently embedded inside an asset manager working as a Fixed Income Performance Attribution Analyst. This firm is expanding its investment capabilities across real estate assets, structured products, and both residential and commercial real estate mortgages and lending. As part of this growth, they are implementing more robust Fixed Income Portfolio Analytics and Performance Attribution, and are looking for someone with deep experience developing, extending, and integrating applications such as FactSet attribution solutions. There is a priority for someone who can explain why the performance occurred, not just how the application works. This Candidate should have (3-7 years) Fixed Income Portfolio Attribution and Yield Curve Modeling experience and a strong understanding of the Yield Curve, Spreads, and Duration changes that can impact the performance of a large commercial and residential real estate investment portfolio. Responsibilities Include: • Calculation of investment returns and performance attribution using sophisticated attribution methodologies, • Analyze and explain drivers of performance, • Interacting with investment professionals throughout the firm., • Daily work will involve data creation, report generation, and presentation of insightful analysis to senior managers, portfolio managers, and quantitative analysts. Converting numbers to narrative., • The candidate will be expected to work on strategic projects based on portfolio performance data and work with IT to automate the analysis and reporting of performance data. Requirements: • Must be able to configure fixed income attribution models (e.g., Yield Curve, Spread, and Carry decomposition)., • Fixed Income Specialization: Experience with securitized products, CMBS (Commercial Mortgage-Backed Securities), and private debt, which are critical for real estate-focused firms., • Technical Skills: Proficiency in SQL, Python, or APIs to automate the ingestion of proprietary real estate data into fixed income attribution models., • Real Estate Domain Knowledge: Familiarity with metrics like Cap Rates, NAV, and FFO, and how these interact with debt financing in a complex investment portfolio., • The role is 100% REMOTE, • Master's or CFA preferred, • The role requires superb communication skills., • The applicant must have 3+ years of relevant experience in fixed-income and real estate investments with a hedge fund or an asset management firm., • This position requires a top university degree (advanced is preferred) in a quantitative discipline (mathematics, statistics, engineering, etc),, • Master's or CFA preferred, • The role requires quantitative abilities, statistical programming skills in Python, SQL, R., • Tableau data visualization skills are required, • The role requires experience with Brinson, FactSet, Bloomberg PORT, Aladdin, and Risk Metrics Keywords: FactSet, Performance Analyst, Attribution, Brinson, Fixed Income, Real Estate Portfolio Management, Python, Bloomberg, Investment Performance Reporting Please send resumes to Jim Geiger:

Inside Sales Representative Location: Melville, NY | Full-Time | Unlimited Earning Potential Uncapped Commission | Warm Leads | Career Growth | Award-Winning Culture Drive Your Success with Big Think Capital You know how to sell—how to connect, close, and perform. Now it’s time to bring your talent to a company that matches your ambition and rewards your results. At Big Think Capital, we help small and mid-sized business owners nationwide access the funding they need to grow. As a Funding Associate, you’ll join a fast-paced inside sales team built for performance, backed by warm leads, advanced tools, and a culture that celebrates success. About Big Think Capital We’re a top-rated business lending marketplace with over $1 billion funded and 25,000+ businesses served—and we’re just getting started. • Named Top Business Lending Firm of 2024 by Financial Services Review, • #1 Finance Broker on Trustpilot, • Certified Great Place to Work, • A culture of collaboration, accountability, and growth The Role: Funding Associate (Inside Sales) As a Funding Associate, you’ll consult with business owners, match them with the right funding solutions, and guide them through the process from first contact to close. You’ll work exclusively with warm, pre-qualified leads—no cold calling—and leverage our proven sales infrastructure to achieve your goals. This role offers the earning potential of a high-performance sales floor with the stability and support of an established leader in business finance. What You’ll Do • Engage and convert warm inbound leads from business owners nationwide, • Build relationships, identify funding needs, and present tailored financial solutions, • Manage a full sales pipeline and close deals efficiently and ethically, • Deliver consultative sales experiences that build trust and long-term relationships, • Collaborate with leadership and peers to enhance performance and process, • Consistently meet and exceed performance goals What We’re Looking For • 2–7+ years of sales experience (inside sales, lending, or financial services preferred), • Proven ability to meet or exceed sales targets in a fast-paced environment, • Exceptional communication, negotiation, and relationship-building skills, • Self-motivated, entrepreneurial, and goal-driven mindset, • Team player who thrives in a collaborative, performance-driven culture, • Familiarity with financial products or B2B sales is a plus What You’ll Get • Uncapped commission — you control your income, • Competitive base salary plus aggressive commission structure, • Warm inbound leads and curated prospecting lists, • Full benefits package — medical, dental, vision, PTO, 401(k), and more, • Continuous training, mentorship, and professional development, • Modern office environment with advanced CRM tools and sales technology, • Clear path to advancement into senior and leadership roles Join a Team Where Success Pays Off At Big Think Capital, your results drive your rewards. You’ll have the tools, support, and opportunity to scale your career—and your income—without limits. If you’re ready to join an award-winning sales organization where performance is recognized and success is inevitable, this is your next big move. Apply today and take your career to the next level with Big Think Capital.

This Jobot Job is hosted by: Kevin Shilney Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $110,000 - $180,000 per year A bit about us: A well-respected suburban law firm is seeking a skilled Family Law Attorney to join its Naperville office. This role involves handling a diverse range of family law cases, including divorce, custody, child support, and adoption matters. The ideal candidate will have strong litigation skills, excellent client communication abilities, and the compassion necessary to guide clients through sensitive legal issues. Why join us? • Competitive salary with opportunities for performance bonuses., • Comprehensive benefits package including health, dental, vision, and retirement plans., • Paid time off and holidays., • Professional development and continuing education support., • A collegial, team-oriented work environment. Job Details Key Responsibilities: • Manage family law cases from initial consultation through resolution., • Draft and review pleadings, motions, discovery, and settlement agreements., • Represent clients in court appearances, hearings, mediations, and trials., • Provide clients with clear, practical legal advice while setting realistic expectations., • Conduct legal research and prepare case strategies in collaboration with senior attorneys., • Negotiate settlements in the best interest of clients., • Maintain regular communication with clients and ensure deadlines are met., • Juris Doctor (JD) from an accredited law school., • Licensed to practice law in Illinois., • 2+ years of family law or related litigation experience preferred., • Strong written and oral advocacy skills., • Ability to manage multiple cases with attention to detail and organization., • Compassionate, client-focused approach with excellent interpersonal skills. Interested in hearing more? Easy Apply now by clicking the "Apply" 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-policy

Job Description JOB DESCRIPTION ASSISTANT BRANCH MANAGER SUMMARY: Working under the guidance and direction of the Branch Manager, the Assistant Branch Manager 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., • 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 Description Job Description: Commercial Real Estate Administrative Assistant You will be the operational backbone for the Executive Vice President (EVP) of Commercial Real Estate Lending and their broader team. This role requires a blend of high-level reporting, departmental coordination, and proactive administrative support within a fast-paced lending environment. Key Responsibilities Reporting & Data Management * Weekly CRE Activity: Prepare and distribute the weekly CRE Activity Report. * Pipeline & Metrics: Coordinate weekly Pipeline Reports and monthly Axiom Reports to track departmental performance. * Loan Coordination: Review Loan Commitments alongside Loan Officers to ensure accuracy and readiness. * Documentation: Collect and track weekly correspondence sheets and distribute portfolio/underwriting reports as necessary. Departmental Operations * Logistics: Manage departmental time-off schedules via Dayforce and maintain updated Organizational Charts and Employee Directories. * Financial Processing: Accurately process invoices for payment in a timely manner. * Supplies & Events: Order office supplies and curate promotional items for broker visits and offsite events. * Special Projects: Support the EVP with ad-hoc projects and strategic initiatives as needed. Communication & Outreach * Inbox Management: Monitor the CRE departmental inbox and handle general customer inquiries professionally. * Liaison: Act as a central point of contact for internal departments (Accounting, Credit Center, Loan Servicing, Portfolio Management) and external partners (Mortgage Brokers, Bank’s Counsel). Qualifications & Skills Requirements * Education: College degree or equivalent professional experience. * Technical Proficiency: Mastery of Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). * Collaboration Tools: Experienced in using Microsoft Teams, Zoom, or equivalent virtual meeting platforms. Core Competencies * Detail-Oriented: Exceptional organizational skills with a focus on accuracy in reporting. * Communication: Strong verbal and written communication skills for interacting with executive leadership and external clients. * Multitasking: Ability to manage multiple priorities and deadlines in a high-volume lending environment. Internal & External Interactions * Internal: Executive Administration, Accounting, Professional Banking Group, Credit Center, Loan Servicing, and Portfolio Management. * External: General Customers, Mortgage Brokers, and Bank’s Legal Counsel.

Stockbroker Program - from $27 p/h Commission & Benefits - Melville, NY (Be within 30 miles from 11747 NYC) The Role Are you ready to embark on an exciting journey in the financial industry? Do you have a keen interest in financial markets and a drive to excel in your career? If so, we have an exciting opportunity for you. Aegis are a trusted provider of financial services since 1984, is seeking self-motivated and hard-working individuals for our Stockbroker Program based in Melville, NY. As a Stockbroker, you will learn to develop the skills and knowledge needed to succeed in the fast-paced world of stockbroking. We offer flexible employment structures that empower our consultants to work in a manner that aligns with their personal preferences while delivering exceptional service to our clients. * Key Responsibilities Assist senior stockbrokers in conducting research and analysis. Build and maintain relationships with clients, providing them with personalized investment advice and recommendations. Execute trades and manage client portfolios under supervision. Stay updated on market trends and developments. The Company Aegis Capital Corporation “Aegis” has been in business for almost 40 years catering to the needs of private clients, institutions and corporations. Aegis was founded in 1984 and offers its investment representatives a conflict free service platform and is able to provide a full range of products and services including investment banking, wealth management, insurance, retirement planning, structured products, private equity, alternatives, equity research, fixed income and special purpose vehicles. The Benefits Full sponsorship and paid studying/testing. Employee discount. Referral program. Bonus and commission pay. The Person Previous banking or lending experience is preferred. Previous experience in similar role, such as financial advisor or investment consultant. Knowledge of financial markets, investment products, and trading strategies. Excellent communication and interpersonal skills. Strong analytical and problem-solving abilities. Join our team of dedicated professionals and seize the opportunity to shape your future in the exciting field of stockbroking. Apply today and unlock your potential with Aegis Capital! * other Aegis benefits: we have investment banking and lending, individual sales, financial Advisory fee-based opportunities, broker and real estate investment trusts, global wealth management, military friendly (Army, Navy, Marines, Air Force and veterans) business and entrepreneur telemarketing style, Series 7, Series 6, Series 63, Series 66. This is available to all employees. Seasoned Brokers and Investment Advisors are also welcome for an interview for placement. Brokerage and investment advisory services are offered through Aegis Capital Corporation, a member of FINRA and SIPC. > Please use this link to view Aegis Capital Corp Risk Disclosures and Form CRS (Customer Relationship Summary)

Large full service defense firm This Jobot Job is hosted by: Mallory Schreiner Are you a fit? Easy Apply now by clicking the "Apply Now" button and 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,

Competitive pay / Medical, dental & vision / 401k / PTO - As a Customer Service Rep at Planet Home Lending, you will: Respond to borrower inbound calls concerning their account, ensuring high quality service and adhering to productivity and regulatory requirements; Research customer issues and work

Provide insight into deal sourcing, execution, and portfolio monitoring workflows - Collaborate with AI researchers to translate real-world credit expertise into structured training data ### Ideal Qualifications - 3+ years of experience in **Direct Lending, Private Credit, Leveraged Finance,

Financial Analysis Subdomains Covered** Quantitative Finance, Derivatives & Trading; Macroeconomics, Rates, FX & Sovereign Finance; Banking, Lending & Financial Institutions; Risk Management, ALM & Insurance; Wealth Management, Personal Finance, Digital & Alternative Assets; Real Estate, Infrastruct

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.

Job Description Pay: $75,000.00 - $250,000.00 per year Company Name: Swift Capital, LLC Job description: We're Hiring: Loan Officer Location: In-person | Carl Place, NY Swift Capital LLC, a fast-growing private lending firm specializing in hard money, DSCR, new construction, and ground-up multifamily loans, is actively seeking a motivated and ambitious Loan Officer / Account Manager to join our team on Long Island. Whether you're a seasoned pro or just starting out, we provide on-site training, high-quality leads, and the tools you need to succeed in one of the most dynamic sectors of real estate finance. What You’ll Do: • Build and maintain strong client relationships with real estate investors and brokers, • Work leads provided by the company and leverage your own personal network, • Stay proactive, confident, and positive in your communication style, • Learn how to source new business, structure deals, and guide borrowers from application to closing, • Leverage CRM tools to track activity, follow-ups, and communication, • Experience in private lending, mortgage, or real estate finance (preferred), • Strong interpersonal and communication skills, • Self-starter with a sales-driven mindset, • CRM experience (HubSpot preferred), • Ability to work full-time, in-office, and thrive in a team setting We’re not your typical lender - we close swiftly, think creatively, and keep an exceptional relationship with borrowers to make deals happen. As one of the newest and most agile firms in the private lending space, Swift Capital is building a reputation on speed, trust, and opportunity. You'll be part of a high-energy team with strong market knowledge and a collaborative environment designed to help you win. If you're ready to build a career in private lending and thrive in a fast-paced, opportunity-rich environment - we want to hear from you. Job Type: Full-time Benefits: • Flexible schedule, • Opportunities for advancement, • Professional development assistance, • Real Estate : 2 years (Required)

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 DescriptionBenefits: • 401(k), • Bonus based on performance, • Competitive salary, • Paid time off 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 Description Retail Loan Officer Developers Mortgage Company | Purchase-Focused Retail Platform Location: Nationwide Posted By: Leadling Built for Producing Loan Officers Ready for the Next Level If you are a self-sourced Loan Officer closing 15+ loans per year and feel capped, under-supported, or limited by your current platform—this is a conversation worth having. We are selectively partnering with a growth-focused retail lender that is aggressively investing in Loan Officer success, purchase-market dominance, and long-term career growth. This platform is designed for producers who want more control, stronger support, and a clear path forward. Why High-Producing Loan Officers Are Taking Meetings This company operates on a simple belief: When Loan Officers win, the platform wins. As a producing Loan Officer, you can expect: • Highly competitive retail pricing to win more purchase deals, • Strong operational, processing, and underwriting support, • Leadership that understands and prioritizes purchase business, • Infrastructure built for self-sourced, relationship-driven producers, • A platform that removes friction so you can focus on closing This is not a call-center environment. This is a performance-driven retail platform built for professionals who value independence, accountability, and growth. More Than a Job — A Career Path This opportunity is ideal for Loan Officers who want more than just a place to close loans. What sets this platform apart: • Clear pathways to senior production, Branch Manager, and Regional leadership roles, • Support systems designed to help you scale volume without burnout, • Tools and infrastructure that allow you to grow your referral base Proprietary Realtor Growth Engine One of the biggest advantages is access to a proprietary Realtor-focused business development system designed to: • Help you attract and convert producing Realtors, • Strengthen referral loyalty and consistency, • Create predictable, purchase-driven volume, • Position you as a preferred lending partner in your market Confidential Conversations Available If you’re closing 15+ loans per year and ready to take your career to the next level—without caps, micromanagement, or limitations—this is a strategic move worth exploring. Contact me at to schedule a time to speak. Requirements Who We Are Prioritizing We are being highly selective and are primarily speaking with: Retail Loan Officers producing at a high level Self-sourced purchase-focused originators Entrepreneurs who think like business builders MUST HAVE(S) • Active NMLS#, • An active book of business, • Attract realtors into your ecosystem, • Build long-term referral loyalty, • Automate follow-up and nurture, • Create predictable purchase pipelines

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 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 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. 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 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. 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 DescriptionDescription: Location: New York, New Jersey, Connecticut, or Pennsylvania-based remote position About Us: Hanover Bank– When you love your work and the people you work with, careers are made! Embracing diversity, valuing inclusion and showing respect are the foundation upon which we build our team. At Hanover Bank, inclusion means respecting personal beliefs and appreciating that we all have perspectives that matter. We are stronger together as we move toward a shared vision of personal and corporate growth. Whether you are just starting out or a seasoned professional, working for Hanover Bank can launch you on a path to success. With a passion for excellence, we strive to deliver exceptional service to our clients, foster a positive impact in the communities in which we work and live and help our team members achieve their professional goals. When you work with us you are empowered, engaged and encouraged to collaborate because every voice matters, every person counts! Job Summary Hanover Bank is looking for a full-time Business Development Officer - SBA to join our team. The Business Development Officer (“BDO”) will sell SBA Products to the small business marketplace. This individual in this position will understand how to structure the most complex SBA deals and have deep knowledge of SBA 7a, 504, and USDA. This role will also originate structure price-eligible SBA loan opportunities for the Bank. Essential Job Duties and Responsibilities • Source deposits and lending relationships on behalf of the Bank in support of achieving the Bank’s annual growth goals., • Diligently maintain pipeline reports using the Bank’s IT systems and support the timely collection and accurate review of documents required from borrowers for the Bank to issue term sheets and submit loan requests for underwriting., • Cross-sell new products to the Bank’s existing customers., • Solicit customer feedback and assess the Bank’s competition to inform new product development., • Work proactively to strengthen the Bank’s relationship with customers by responding to inquiries and communicating with referral sources and/or customers to ensure the highest level of customer satisfaction possible., • Constantly and proactively assists the Director of Sales, SBA & USDA Banking Team with refining the loan origination and deposit production processes to assist the Bank with maximizing the efficiency of its operations and the satisfaction of its customers., • Ensure that work is within SBA SOP compliance., • Develop a complete banking relationship with banking borrowers, to include deposit accounts., • Represent the Bank at trade shows and events, as applicable., • Perform other duties as assigned. Education and Experience • Minimum of 5 years of SBA or related experience, • Comprehensive knowledge and understanding of SBA 7a, 504, and USDA Skills and Abilities • Ability to work under pressure to meet the demand of high-pressure sales goals for SBA Lending, • Ability to work independently, • Excellent verbal and written communication skills Our Benefits: Health & Wellness Benefits · Medical, Dental, and Vision insurance (with HSA, FSA, and Commuter Benefits options) · Company-paid Life Insurance and Accidental Death & Dismemberment (AD&D) · Company-paid Long-Term Disability Insurance Voluntary Benefits · Additional Life and AD&D Insurance for employee, spouse, and dependents · Voluntary Short-Term Disability Insurance · Pet Insurance · Legal Services Plan · Accident Insurance · Hospital Indemnity Insurance · Cancer Care Insurance Retirement · 401(k) Plan with Company Match Time Off & Recognition · Paid Personal Time Off (PTO) · Paid Company Holidays · Annual Performance Bonuses · Annual Salary Increases Employee Engagement · Company-sponsored Events · Employee Contests and Recognition Programs Salary: $130,000.00 Hanover Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. Requirements:

Collections Specialist Fintech / Small Business Lending Location: Great Neck, NY (On-site) Salary: $60, 000 $80, 000 Bonus We have partnered with a Fintech company delivering fast, flexible capital to small and medium-sized businesses.The team is gr Collections, Specialist, Administrative, Staffing,

You will leverage your deep treasury product knowledge to develop and execute a localized market and product strategy while developing partnerships with Bankers, Client Service, Product Leadership (Core Cash, Card and Commerce Solutions) and Implementation teams. Knowledge and understanding of Treas

Amazing benefits, truly top tear! Bonus eligible + make your mark + team development + fantastic culture + incredible leadership This Jobot Job is hosted by: Carrie Powell Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $143,000 - $178,000 per year A bit about us: We are one of the largest and fastest-growing credit unions in the Midwest, serving more than 200,000 members with assets exceeding $3 billion. Our organization was formed through a strategic merger of two highly respected financial institutions, creating a powerful platform for growth and community impact. With multiple corporate locations and a strong Minnesota heritage, we combine modern financial solutions with a member-first philosophy — offering stability, innovation, and the opportunity to make a tangible difference in people’s financial lives. Why join us? • High-growth organization: Expanding rapidly through strategic mergers and modernization., • Visible leadership role: Reports directly to senior leadership and influences enterprise-level decision-making., • People-first culture: Supportive, collaborative team environment with a mission-driven approach., • Strong total rewards: Competitive salary, bonus, and low-cost medical plans (as low as $20 per paycheck)., • Generous benefits: 401(k) match up to 6%, tuition reimbursement, and robust PTO package (15 vacation + 6 sick days)., • Stability + innovation: Backed by decades of history but operating with the agility of a modern financial platform. Job Details What You’ll Do: • Lead and manage the Accounting Department to ensure accurate and timely financial information., • Oversee month-end and year-end close, reviewing financial statements prior to finalization and distribution., • Establish and maintain internal systems and controls to safeguard financial integrity., • Manage complex accounting projects such as mergers, acquisitions, and system conversions., • Summarize and forecast financial performance, including income, expenses, and earnings trends., • Provide specialized reporting for business units such as investment services and lending., • Oversee reconciliations for deposit and loan activity, shared branching, ATMs, and payment channels., • Lead the integration of core systems with accounting platforms to enhance efficiency., • Develop, coach, and motivate a high-performing accounting team through clear communication and accountability., • Bachelor’s degree in Accounting or Business (required), • 8+ years of progressive accounting experience (financial services or public accounting preferred), • Active CPA license (strongly preferred), • Experience with NCUA Call Reports or regulatory filings, • Familiarity with Fiserv or similar core accounting platforms, • Demonstrated understanding of GAAP, risk management, and ALM principles, • Proven leadership ability with a focus on process improvement and mentorship Interested in hearing more? Easy Apply now by clicking the "Apply" 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-policy

Treasury Management Officer In Commercial Banking.Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasury Management Officer in Commercial Banking, you will generate new treasury management business and mai

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

A leading global financial institution based in Melville, NY is seeking a Commercial Banker to drive client acquisition and manage relationships.The ideal candidate will have over five years of lending experience and exceptional skills in client relationship management and market engagement.This rol

Do you enjoy building relationships, helping to identify growth opportunities for clients, and have a passion for Commercial Real Estate? If so, the Commercial Real Estate Commercial Term Lending (CTL) team is a great fit!. Minimum of 2 years of professional experience within a commercial real estat

Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you're looking for! Join the nation's #1 multifamily lender as a Client Associate on our multif

Internship Opportunity at ConnectOne Bank.ConnectOne Bank proves that putting people first is a better way to do business.At ConnectOne, we're builders of businesses, communities, and equity.Most importantly, we're building opportunities.Our mission is to ensure our employees feel empowered to make

Associate Personal Banker (SAFE). Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Refer customers' financial needs to other bankers and partners as needed.

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

The National Business Developmemt Officer is responsible for generating new business and maintaining existing customer relationships in support of the growth of the Mortgage Warehouse Lending portfolio. Develops new business relationships and a strong referral system within the assigned market, resu

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

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

Job Summary: The Senior Credit Products Specialist - Private Banking is a strategic advisor responsible for structuring, negotiating, and managing highly complex commercial credit relationships. Strategic Credit Expertise: Deep knowledge of complex commercial lending structures, industry trends, and

Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer Banking and Lending division. Associate Personal Banker (SAFE). Refer customers' financial needs to other bankers and partners as needed.

Read and understand all commercial loan documents including notes, agreements, and understand how the data is set up on the required loan system. Webster Commercial Loan Processor. Perform completeness check to ensure system matches executed documents; ensure knowledge of the Commercial lending prod

The Consumer Lending Indirect Processor plays a crucial role in supporting the lending department by processing loans. Consumer Lending Indirect Processor. Review loan applications: Ensure completeness and accuracy of indirect and third-party vendor consumer loan applications, verifying all conditio

Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as ne

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 DESCRIPTION MEMBER SERVICE REPRESENTATIVE/MEMBER SERVICE REPRESENTATIVE FLOAT SUMMARY: Provide solutions to Members’ financial needs by suggesting credit union products and services utilizing Island Federal Credit Union’s preferred way of selling, handling problems and inquiries, and performing transactions with accuracy and little supervision in a positive and professional manner. Maintain a thorough knowledge of all credit union services and be available to assist as needed in other areas. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Evaluate new and existing Member’s accounts, services, and credit report. Identify and cross sell credit union services, deposit, and loans products, which provide solutions to the Members’ needs and improve their financial well-being utilizing Island’s preferred way of selling., • Obtain required documentation to process Member loans and input loan applications in XP2., • Obtain required documentation to process and open new membership accounts and/or services., • Process requests for stop payments, share draft copies, wire transfers, certificate changes, statement copies, credit card applications, check orders, resolve Member bill pay issues, address changes, loan questions, etc., • Respond to Member’s requests via phone or mail regarding credit union products, services, and fees., • Interact with Members to resolve inquiries, problems, and complaints., • Perform non-monetary transactions such as deposits, loan payments, transfers, and check withdrawals for Members via phone or in person., • Keep up to date on all new and existing electronic services offered by the credit union. Explain and educate the electronic services to Members., • Adhere to all security procedures as well as all credit union policies and procedures., • Complete and pass all required BSA Training., • Cover reception desk in absence of the receptionist., • Maintain inventory and required audits for safety deposit boxes., • Perform Notary Public duties., • Obtain required documentation and perform Signature Guarantees following all proper policies and procedures., • Accommodate flexible work schedule to meet branch needs, including evenings and weekends., • Assist at Teller platform during peak periods., • Reporting to various in-county (Nassau or Suffolk) locations required and as directed by Management. REQUIREMENTS: • High school graduate or equivalent., • Prior Sales experience., • Teller experience required., • Must possess good communication, supervisory, and organizational skills., • Complete registration with NMLS within 30 days., • Complete Signature Guarantee training within 30 days., • Obtain Lending Authority within 180 days. 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.

Provide legal advice and guidance on a variety of commercial lending issues. Stay abreast of legal developments affecting the commercial lending industry, and advise clients accordingly. A minimum of 1-3 years of experience in commercial lending experience, preferably with a focus on institutional l