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Senior Residential Mortgage Lending Paralegal Dollinger Associates, P.C. | Rochester, NY Full-Time | $75,000–$95,000 Annually | Leadership Growth Opportunity Dollinger Associates, P.C., an established Rochester-area real estate law firm, is seeking an experienced Residential Mortgage Lending Paralegal to join our growing team. We are building a team of professionals who are passionate about what they do, take pride in delivering exceptional service, and strive to be among the best in the business. Just as importantly, we believe in supporting one another, working collaboratively, and having some fun along the way. We are looking for someone who brings experience, initiative, and a positive, team-oriented attitude to their work. Someone who enjoys taking ownership of their files, sharing ideas, solving problems, and contributing to the success of the entire department. This position offers the opportunity to independently manage residential mortgage lending transactions while becoming an integral part of our team, with potential for future growth into a departmental leadership role. Responsibilities • Independently manage residential mortgage lending files from opening through closing., • Coordinate with lenders, borrowers, attorneys, title companies, and other parties to facilitate timely and accurate closings., • Review title commitments, loan documentation, closing figures, and related requirements., • Proactively identify and resolve issues throughout the closing process., • Maintain strong relationships and clear communication with our lending clients., • Collaborate with attorneys and fellow paralegals to ensure an efficient and positive closing experience., • Contribute ideas to improve workflow, procedures, and overall departmental efficiency.Qualifications, • Minimum of 5 years of residential mortgage lending closing experience; 10+ years preferred., • Strong knowledge of New York State residential real estate transactions and mortgage lending procedures., • Ability to independently manage a high-volume caseload while maintaining accuracy and attention to detail., • Excellent communication, organizational, and problem-solving skills., • A collaborative mindset and willingness to support fellow team members., • Strong work ethic, professional judgment, and a commitment to exceptional client service., • Interest in continued professional development and potential leadership opportunities.What We Offer, • Competitive annual salary of $75,000–$95,000, commensurate with experience., • Semiannual bonus opportunities., • Health insurance., • 401(k) retirement plan, subject to eligibility requirements., • Paid time off and NYS sick leave., • Potential hybrid work arrangement., • Opportunity for professional growth and future departmental leadership., • A collaborative team environment where experience, initiative, and ideas are valued.Why Join Dollinger Associates? We take our work seriously, but we don't believe that means we can't enjoy the people we work with. Our goal is to build a team of talented professionals who support each other, share their knowledge, take pride in their work, and continually look for ways to be better. We believe the best results come from people who genuinely enjoy working together and are invested in each other's success. If you're an experienced residential mortgage lending paralegal looking for an opportunity to contribute, collaborate, and grow, we'd love to hear from you. Apply through LinkedIn to start the conversation.

DeJoy and Co. CPAs is partnering with a local Industrial Distribution Company in search of a new Director of Finance to join their leadership team and play a key role in the financial management and continued growth of the employee-owned company. This is more than a traditional accounting leadership position. The Director of Finance will oversee accounting, financial reporting, budgeting, forecasting, cash flow, working capital, internal controls, and financial analysis while serving as a trusted business partner to executive management. What You'll Do Financial Leadership & Reporting • Lead the accounting and financial reporting functions., • Ensure accurate and timely monthly, quarterly, and annual financial statements., • Maintain strong accounting policies, procedures, internal controls, and financial records., • Partner with outside CPAs and accounting professionals on annual review and year-end activities. Budgeting, Forecasting & Analysis • Lead annual budgeting and forecasting processes., • Maintain forecasts for sales, gross profit, expenses, EBITDA, cash flow, and working capital., • Analyze budget-to-actual and prior-year results and communicate the reasons behind significant variances., • Develop financial models and scenario analyses to support strategic business decisions. Cash Flow & Working Capital • Oversee cash flow, liquidity, and working-capital management., • Develop cash flow forecasts and identify opportunities to improve cash conversion., • Analyze accounts receivable, accounts payable, inventory, and customer and supplier payment terms. Inventory & Profitability • Monitor inventory investment, turns, aging, excess and obsolete inventory., • Analyze profitability by customer, product, business unit, salesperson, branch, and other relevant categories., • Partner with sales, purchasing, and operations to improve profitability and working-capital utilization., • Support pricing and contract decisions with financial analysis. ESOP Leadership • Serve as a primary financial resource for the company's Employee Stock Ownership Plan (ESOP)., • Coordinate and support the annual ESOP valuation process., • Work with the ESOP trustee, valuation firm, accountants, attorneys, and other advisors., • Help management understand the relationship between financial performance, enterprise value, and long-term value for employee-owners. Banking, Financing & Compliance • Maintain banking and lending relationships in partnership with executive management., • Monitor debt, interest rates, financial covenants, and liquidity requirements., • Coordinate tax matters with outside professionals., • Support tax compliance, audits, notices, and other regulatory requirements. Leadership & Business Partnership • Provide meaningful financial reporting and analysis to executive management and the Board of Directors., • Develop and monitor key financial performance indicators., • Partner with sales, purchasing, operations, Human Resources, and executive leadership., • Lead, develop, and support the accounting and finance team., • Identify opportunities to improve financial systems, processes, reporting, and automation. What We're Looking For • Bachelor's degree in Accounting, Finance, Business Administration, or a related field., • Significant progressive accounting and financial management experience., • Previous management or leadership experience within an accounting or finance function., • Strong understanding of financial statements, accounting, cash flow, working capital, inventory, budgeting, forecasting, and financial controls., • Strong analytical and financial modeling skills., • Advanced Excel skills and experience with ERP and financial reporting systems., • Experience working with banks, auditors, accountants, insurance professionals, and other outside financial advisors., • Strong communication, judgment, leadership, and organizational skills., • Ability to translate complex financial information into practical business recommendations. Preferred Qualifications • CPA, CMA, MBA, or similar advanced qualification., • Experience in distribution, manufacturing, industrial supply, or another inventory-intensive business., • ESOP experience. The Ideal Candidate We're looking for a proactive financial leader who is equally comfortable ensuring the books are accurate and sitting with executive management to discuss profitability, cash flow, inventory, and working capital. In an ESOP environment, this role also carries an important responsibility: helping protect and grow long-term enterprise value for the company's employee-owners. Salary Range: $115,000-$150,000 based on experience

Job Description STATUS: Full time / Non-Exempt REPORTS TO: Director, Real Estate Lending LOCATION: Corporate COMPENSATION: The base salary for this position is $75,000 plus commission and bonus. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week SCHEDULE: The expected schedule for this position is Monday through Friday, 8:30AM-5:00PM. Position Summary The Mortgage Sales Manager is responsible for the overall success of First Mortgage originations at the credit union, including the administration, coordination and evaluation of the Mortgage Department policies, procedures, and processes. The Mortgage Sales Manager will lead the member experience effort in overall support of mortgage sales and collaboration with mortgage operations and other Summit Team Members. Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodation, as outlined below. • Responsible for achieving individual and Mortgage Department production goals., • Recruit, develop, and train Mortgage Loan Originators that generate high quality loans that are compliant with company policies, procedures, and pricing strategies., • Maintain a high level of knowledge regarding the current trends and economic conditions in real estate lending and servicing to ensure the credit union is maintaining a high level of service when compared to others in the financial services industry., • Ensure that a positive work environment and culture is fostered resulting in satisfied employees in accordance with the credit union’s mission statement and our team values., • Collaborate with other Summit Federal Credit Union team members including Branch Network, Summit Investment and Retirement Services and Business Lending., • Support the Sales and Service Culture at the credit union. Maximize the success of real estate lending and ensure that sales efforts are strongly encouraged and reinforced by management coaching and recognition., • Ensure that all mortgage staff are provided with adequate training and that their sales efforts are in accordance with the credit union’s philosophies. Sales should be based on members’ needs as part of an overall Sales and Service Culture., • Ensure adherence to all policies related to areas of oversight tasked to., • Ensure that up to date training, reference, and other appropriate material are available to assist the mortgage staff in the completion of their duties. Other • Participate in special assignments, project and committees as requested by the Vice President of Lending or Director of Real Estate Lending, • Provide a positive example to all areas in the credit union through his/her interactions with others., • Represents and promotes the credit union within the business community., • Establish and maintain networking relationships throughout the community through involvement and participation in business, social, community and/or political committees, Boards or other activities *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications Knowledge and Experience: • Must have 2+ years commensurate work experience required and 1+ years of comprehensive management and mortgage lending experience., • Must be familiar with the financial service industry. Must have 3-5 years’ experience in the financial industry., • Familiarity with lending regulations governing financial institutions, preferably credit unions is desired., • Current knowledge of FNMA underwriting and servicing rules., • Knowledge of Point of Sale and Loan Origination Systems (Empower, Encompass, etc.) Skills • Must possess excellent leadership, interpersonal and communication skills, • Strong organizational skills and attention to detail, • Solid presentation and public speaking skills, • Excellent computer skills, • In depth understanding of our products and services, • Excellent sales and service coaching skills, • Strong problem-solving skills Abilities • Ability to function effectively as a leader., • Ability to oversee planning and execution of new products and/or programs., • Ability to communicate both verbally and in writing at a professional business level., • Ability to work effectively under pressure and against strict time constraints., • Ability to operate a personal computer with the Microsoft Office suite, word processing, spreadsheet and data applications., • Ability to manage multiple priorities, • Ability to communicate effectively with large groups, • Ability to act independently, • Ability to make effective decisions in a reasonable time frame, • Ability to identify and correct areas of inefficiency, • Ability to manage and lead people Working Environment • Must be able to sit or stand for extended periods in an office setting., • Must be able to travel for business related matters. Training and Compliance Requirements • Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines. Licensure Requirements • In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. QUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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

Job DescriptionDescription: The most prestigious lending institutions trust Zwicker & Associates, P.C. to protect their legal interests nationwide. Zwicker & Associates P.C. is a national creditor rights law firm that emphasizes ethics, compliance, and assertive representation of our clients’ interests, making us the industry leader in debt collection. Founded in 1991, Zwicker represents lenders in various consumer and commercial recovery efforts and litigation. Zwicker is headquartered in Andover, Massachusetts, and has office locations across the United States. Zwicker is presently seeking a Litigation Assistant to join our team and provide legal administrative onsite support for our office in Rochester, NY. We are seeking a candidate eager to learn, with exemplary organizational, written, and verbal communication skills. We seek out candidates whose diverse skills, backgrounds, and experiences enable the Zwicker team to innovate and excel collaboratively in performance. The successful candidate will be responsible for managing legal documents, analyzing and processing data, and providing administrative support. The base hourly rate for this position is $20.00, plus applicable bonus. Responsibilities of Legal Assistants include • Analyze and process data, as assigned, to ensure that proper workflow is being adhered to pursuant to the expectations of both clients and Zwicker & Associates, • Provide and assist in high-level legal administrative and office management support to the Office Manager and attorneys on-site, • Utilize internal software to properly update and document the status of each account in the assigned inventory, • Prepare documentation for attorney review, • File (paper or e-file) pleadings with the various state-specific court filing systems, • Answer incoming calls, • Communicate effectively and appropriately with team members and outside parties, • Comply with all applicable standard operating procedures set forth by the Firm, • Perform other duties as assignedRequirements:, • Strong organizational and time management skills, • Proficient computer skills, including experience in Microsoft Office suite, specifically strong Excel skills, • Excellent oral and written communication skills, • Great attention to detail, • Professionalism and a winning attitude, • Be able to communicate in a common language with (or to) individuals or groups verbally and/or in writing, • Be able to operate a computer, phone, or equivalent device, • Be able to complete a minimum of a 40-hour flexible workweek schedule, • Be able to read and comprehend position-specific documents and correspondence Physical Qualifications • Be able to lift five pounds or greater, • Be able to sit 90% of the workday at times, • Be able to bend at the waist and be mobile when needed, • Be able to concentrate and use critical thinking Please note that this job description is not intended to be a comprehensive listing of all activities, duties, or responsibilities required of the employee in this position. Duties, responsibilities, and activities are subject to change at any time, with or without notice. Zwicker & Associates, P.C. is committed to providing equal employment opportunities to qualified individuals with disabilities. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position. If you wish to seek an accommodation regarding the requirements of this position, please inform Human Resources Management. This is a full-time, full-benefit position. The benefit package includes medical, vision, and dental insurance, long-term disability insurance, life insurance, compensated time off, paid holidays, and 401 (K) with match: no phone calls, no agencies, EOE, drug-free workplace. Please review our Applicant Privacy Notice: http://www.zwickerpc.com/job-applicant-privacy-notice/ Each posted position will be active for at least five (5) business days, during which time all qualified and eligible employees can apply.

Job Description Want to Submit a Resume? Perhaps our current openings are not a match for your qualifications. If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union, in the Rochester, Buffalo, and Syracuse Regions.* Opportunities Frequently Available (Part Time & Full Time) - Check Career Page for Current Openings Teller – Provides quality member service by working with members to process transactional needs. Using cross-selling techniques, Tellers uncover the needs of members and then refer or sell financial products and services that are best suited for each member. Member Service Specialist – Using cross-selling techniques Member Service Specialists (MSS) uncover the needs of members and provide them with information, in order to help members determine which products or services will best meet their needs. Then, the MSS assists members with accessing those resources. This is performed in person, as well as over the telephone. Member Service Center Representatives – Establishes and maintains a positive rapport with members, leading to loyal relationships with members. Member Service Center Representatives (MSCRs) accomplish this by listening and responding to members' requests. MSCRs receive most transaction requests via phone communications, as well as through email and postal mail correspondence. Using cross-selling techniques, MSCRs provide valuable information to members about the features and benefits of the products and services offered by The Summit. Future Opportunities That May Become Available - No Current Openings Accounting Branch Management Call Center Collections Compliance & Risk Management Consumer Lending Facilities Human Resources Indirect Lending Information Systems Information Technology Marketing and Business Development Member Technology Solutions Mortgage Training and Development • Please Note: All candidates must submit an application and resume in order to be considered for current and/or future career opportunities. Aside from branch roles, all other roles work from our Corporate Office located in Rochester, NY. EQUAL OPPORTUNITY EMPLOYER The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Job Description Are you an ambitious CPG sales leader ready to shape the trajectory of a growing CPG brand? As our Director of CPG Sales, you will serve as the strategic engine behind our retail expansion and market penetration. Commanding both our flagship Brothers All Natural brand and our high-volume Private Label portfolio, you will lead, scale, and mentor a top-tier sales organization. In this pivotal role, you will directly influence product innovation, expand our retail footprint, and drive sustainable, top-line revenue growth, ultimately shaping our sales capabilities and market presence. If you thrive on high-stakes dealmaking, joint business planning, and building high-performing sales teams, this is your platform to make a lasting impact. The Day-to-Day: Leadership in Sales Management: Lead and manage a team of sales representatives, providing guidance, ensuring goal achievement, and fostering an environment to drive success. Strategic Sales Planning: Lead the development, execution, and continuous optimization of comprehensive sales strategies for the CPG division, ensuring alignment with overall company goals, market opportunities, and the long-term vision for sustainable growth. This includes identifying new market segments, channel management / expansion opportunities, and competitive responses, translating them into actionable plans for the sales team. Proactively Cultivate Customer Relationships: Develop a proactive approach to identify and engage with existing customers through joint business planning, and with potential customers demonstrating a strategic mindset in expanding our market reach. Meet and exceed sales expectations, demonstrating the ability to strategically develop, sell and execute. Innovative Product Development Ideation: Generate ideas for new product development by actively listening to and synthesizing customer feedback, aligning product offerings with the evolving demands of the market. Data Driven Decision Making: Analyze sales data, market research and other metrics to identify trends, forecast sales and make informed, strategic decisions. Integral Support to Operations & Logistics: Collaborate closely with the Operations teams at Brothers, lending expertise in supplier relations, product development, and navigating food safety/quality control requirements pertinent to both new and existing supplier and customer relationships. Global Presence: Represent Brothers on a national and international stage by attending and actively participating in key trade shows, contributing to and driving the enhancement of Brother’s global visibility and industry standing. What We Are Looking For • Proven CPG Track Record: Demonstrated success leading CPG sales teams and scaling national accounts within the food and beverage sector (both branded and private label experience strongly preferred)., • Strategic Growth Mindset: Expertise in Joint Business Planning, channel expansion, category management, and contract negotiation., • Inspirational Leadership: A track record of developing top-tier sales talent, driving accountability, and fostering a collaborative, winning team culture., • Analytical Precision: Proficiency in synthesizing sales data, syndication reports (Nielsen/IRI), and market trends into actionable growth strategies. Compensation: The good-faith estimated pay range for this position is $130,000-150,000/year, plus commissions. Why Joins Us? Brothers International Food brings the world's best fruit to its customers. Our Ingredients divisions supply every major food and beverage manufacturer in North America with the fruits from the best growing regions of the world. Our CPG division sells market-leading branded and private label freeze-dried fruits to retailers nationwide. Brothers International is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics.

We are currently hiring dedicated Mortgage Loan Officers who proactively identify, build and maintain a quality network of business relationships that serves as a source of referrals for new mortgage lending opportunities. Our Loan Officers are encouraged to participate in business related developme

An AmLaw 200 "super regional" firm seeks a senior- level associate attorney to join its transactional real estate practice. Connected to the Connecticut-based group, this position can be remote for a self-starting, disciplined professional. This group works with owners, investors, developers and tenants in a broad range of matters regarding COMMERCIAL real estate transactions. The successful candidate will have more than 5years professional experience in acquisitions, dispositions, investments and leasing (landlord or tenant), and real estate portfolio management. Financing transactions and lending experience is considered a plus, but not required. Candidates who have a combination of residential and commercial work will be considered. All inquiries are in absolute confidence. Law school transcripts are required as part of the application process. Ross Jeffries, LLC is a third-party recruiting firm focusing on lateral attorney searches across the globe.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. • Grow Your Pipeline – Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources., • Close More Deals – Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing., • Be the Go-To Expert – Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies., • Deliver White-Glove Service – Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience., • Maximize Cross-Selling Opportunities – Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management., • Own the Loan Process – Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding., • Stay Ahead of the Market – Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor., • Make an Impact – Represent the bank at local business and community events, delivering exceptional value and building brand awareness., • Drive Compliance & Excellence – Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics., • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner., • Perform other related duties as assigned or directed. Ancillary Duties: • Cooperate with other members of department to achieve department goals, • Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: • An Associates degree or equivalent preferred. High School Diploma or GED required., • Specialized Banking and lending education and training., • Valid driver license., • All applicants must be 18 years of age or older. Skills: • A Winning Mindset – Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you., • A Sales-First Approach – Strong relationship-building skills and the ability to generate referrals and new business opportunities., • Financial Knowledge – An understanding of mortgage products, underwriting guidelines, and regulatory requirements., • Technology & Communication Skills – Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities., • Education & Licensing – An Associates degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act., • A Commitment to Growth – Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship., • Must be able to consistently demonstrate the Company’s core values: Integrity, Excellence, Teamwork, and Humility Other: • This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Candidates who do not currently hold NMLS registration must be able to successfully obtain and maintain registration upon hire. Experience: • 3+ years of experience in a professional sales environment in financial services normally required. Training Program: As part of onboarding for the Mortgage Loan Consultant role, Community Bank provides exclusive access to MBA Education’s School of Loan Origination (SOLO). This instructor-led program offers a strong foundation in mortgage lending, including how to take accurate loan applications, evaluate credit, understand loan products and pricing, and structure transactions. The course also includes real-world case studies to build confidence and strategies to grow your business while serving your community. We want every new team member to feel properly trained, equipped, and confident to succeed in this important role.

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

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

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

Commercial / Agricultural Lender Position Overview We are seeking an experienced Commercial / Agricultural Lender to join a well-established community bank in Central Illinois. This individual will be responsible for developing and managing a portfolio of commercial and agricultural relationships while continuing to build the bank’s presence throughout the local market. This is a relationship-driven lending role for someone who understands community banking and enjoys working directly with business owners, farmers, and local decision-makers. The right candidate will bring strong credit fundamentals, sound judgment, and the ability to develop lasting relationships while identifying opportunities to grow the bank. Key Responsibilities • Develop, manage, and grow a portfolio of commercial and agricultural loans, including operating lines, equipment financing, real estate, term debt, and other business and agricultural credit needs., • Build strong relationships with existing customers while actively developing new business throughout the Central Illinois market., • Evaluate loan opportunities through financial analysis, cash flow assessment, collateral review, risk identification, and overall credit structure., • Structure and recommend credit solutions that appropriately balance the needs of the customer with the bank’s risk standards., • Maintain a strong understanding of customers’ businesses and agricultural operations, including seasonal needs, commodity and industry considerations, and long-term financial goals., • Partner closely with credit, loan operations, and bank leadership throughout the underwriting, approval, documentation, and closing process., • Monitor the ongoing performance and credit quality of the portfolio, including renewals, annual reviews, covenant compliance, and emerging credit concerns., • Develop referral relationships with local professionals, business owners, agricultural producers, and community organizations., • Represent the bank within the community and maintain a visible presence throughout the market., • Identify opportunities to deepen customer relationships through additional banking products and services. Qualifications • Previous commercial, agricultural, or combined commercial/ag lending experience within a bank or financial institution., • Strong understanding of credit analysis, loan structuring, cash flow, collateral, and risk management., • Experience working with agricultural producers and/or locally owned businesses strongly preferred., • Ability to independently manage customer relationships and a lending portfolio., • Proven ability to develop new business and build long-term relationships within a local market., • Strong communication skills and a practical, relationship-oriented approach to lending., • Knowledge of the Central Illinois market and an existing network within the region is a plus., • Bachelor’s degree in finance, business, agriculture, economics, or a related field preferred; equivalent banking experience will also be considered. What Makes This Opportunity Different This is an opportunity to join a community bank where lenders have direct access to decision-makers and the ability to truly own their customer relationships. The bank is looking for someone who understands that good lending is about more than originating loans. It is about knowing your customers, understanding their businesses and operations, making thoughtful credit decisions, and becoming a trusted banking partner over the long term. For a lender who values local decision-making, relationship banking, and the ability to make an impact in the community, this role offers the opportunity to do exactly that. If interested in discussing please call Kelli Jamison at 773-572-2993 or email at

This is a remote position; however, you must be physically located in Washington. CONVENTUS MISSION AND VISION Conventus Holding Corporation was envisioned and created to reduce the number of economic intermediaries involved in the origination, funding and investment in the $125 billion real estate bridge loan market place. True to the Latin origin of the company’s name, “to bring together,” CHC existence and strength is anchored to a business model that removes unnecessary economic intermediates so that it can provide superior pricing and service to its clients. Our competitive edge in executing our mission is assembling, nurturing, and developing a collaborative group of talented individuals. To that end, diversity of experiences, perspectives, skills, and cultures is core to our mission and team. POSITION Full-Time, Salary + bonus LOCATION: This is a remote position; however, you must be physically located in Washington. As a Conventus Relationship Manager, you will be at the core of our revenue generation and the face of Conventus to our customers. We are searching for an ethical, energetic, tenacious, and persistent sales professional who shares our values and vision to source and cultivate new customer relationships to market our expanding suite of loan products. This is a fantastic chance to be a key player in a fast-growing industry with massive opportunity: • Unlimited earning potential and a competitive incentive compensation structure, • Broad range of solutions with flexibility to meet your clients’ needs and offer customized product offerings, • Customized lead generation and marketing to support your business development efforts, • Ability to be a key member of our business development team and continue to drive the company’s strong national growth RESPONSIBILITIES • Develop direct relationships with real estate investors and industry leaders within your market to position CHC as a preferred lending partner, • Become an expert of our product suite and capabilities, • Clearly articulate the different loans that are available to our customers, as well as the terms of each of those services, • Maintain a strong and consistent pipeline utilizing both inbound and outbound leads, • Support Conventus’ strong customer relationship culture through on-going customer contact, quality customer service, and superior product/market knowledge, • Propose and provide pricing, terms, and structure loan financing feedback based on thorough assessment of risk considerations in accordance with underwriting and origination guidelines, • Perform as a collaborative team member allocating and coordinating workflow with the loan processing team, • Attend and represent CHC at relevant events, conferences and networking functions to build trusted relationships and market our products and services as an industry leader, • Actively utilize our marketing and social media strategies to grow the CHC brand and drive customer referrals and retention, • Correspond with applicants to obtain information for loan applications and answer questions about the process, • Review loan agreements to ensure that they are complete and accurate according to policy, • Analyze applicants' credit and experience and evaluate properties to determine feasibility of granting loans, • Comply with all company policies, procedures, and regulations QUALIFICATIONS Skills • Self-starter and ability to grow and manage business in a remote setting, • Superior relationship-building skills, • Excellent customer service skills and responsiveness, • Proficient detail-oriented communicator and listener, • Strong written and verbal communication skills, • Ability to make and justify sound and rational decisions, including weighing customer desires against Conventus’ exposure to loss or fraud, • Team Player with the ability to prioritize and meet deadlines Education and Experience • 1-5 years of commercial, consumer, or real estate lending experience, • Bachelor’s degree in Finance, Business, Economics, or a related field, preferred, but not required Mindset and Character At CHC, we look for future employees who demonstrate the mindset and character of our following core values: Deliver Extraordinary Client Experience: • Demonstrate unwavering responsiveness and dedication to delighting clients at every touchpoint. Take Responsibility: • Be proactive, know what you are responsible for, act with integrity and follow through to the end. Respond with Urgency and Care: • Balance speed with quality, ensuring that every response is both timely and impactful. Grow Together: • Grow together through a culture of intellectual curiosity, collaboration and celebration. CONVENTUS BENEFITS • 19 days PTO annually, • Health Benefits (Health, Vision, Dental), • Life Insurance Coverage, • 401(k), • Pre-tax Commuter Benefits, • Department: Business Development

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

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

Spring EQ is a national home equity lender providing flexible and tailored financing solutions directly to consumers with a national network of experienced brokers and partners. Since its founding in 2016, Spring EQ is among the fastest growing and highest-rated home equity financing partners in the United States. Spring EQ offers a broad range of home equity products and delivers a simple and streamlined process that results in faster funding, trustworthy loans, and less frustration for consumers today. To learn more about Spring EQ, visit www.springeq.com. At Spring EQ, it is our mission to empower homeowners and buyers to achieve and maximize the value of homeownership in a simple, fast, and ethical manner. Our values are to • Be kind and treat all people - teammates, customers, and vendors - with respect and consideration, • Be adaptable and embrace change, • Be accountable and take responsibility and deliver the effort to fully complete the task, • Be better and strive for continuous improvement in ourselves, our team, and the company for our customers, • Be part of the solution and solve problems, find the answers, and collaborate, • Work hard, have fun, and get things done Spring EQ is seeking a Senior Account Executive who reports directly to the Regional Sales Manager and plays a vital role in building new relationships with mortgage brokers, mortgage bankers, community banks, credit unions and other institutions. This team member is responsible for establishing new relationships and maintaining existing relationships while obtaining loans following Spring EQ’s products and guidelines. The Account Executive primarily uses our CRM, the phone, email and texts to communicate with existing and prospective partners located anywhere in the country. The Account Executive works in their remote home location. Responsibilities: The Senior Account Executive is responsible for marketing lending products to prospective brokers/bankers. The Senior Account Executive manages established broker relations including broker approvals, education, customer service and quality management regarding process, product and technology. • Performs initial contact to prospect new mortgage brokers/bankers and coordinates broker approval process., • Collaborates with leadership to develop/implement marketing strategies within assigned territory/account list., • Conducts presentations to promote Spring and present our process, product and technology platforms., • Collaborates with loan operations team to manage pipeline., • Ensures that clients understand the Company’s loan processing, underwriting and closing processes., • Provides brokers/bankers with information to access current rate sheets and product guidelines., • Provides technical training and support to clients with regard to Company technology platform., • Performs related duties as assigned. Qualifications: • Bachelor’s Degree Preferred, • 2+ years of mortgage or home equity industry experience required, • Proven track record of success in sales, • Excellent communication, interpersonal and organizational skills, • Self-starter mentality with the ability to solve open ended business challenges, • Enthusiastically contribute to a culture of innovation and continuous improvement, • The team member demonstrates an ability to meet and exceed goals as an individual contributor, • We work hard to stay updated with the industry technology, therefore we need our team members to learn new technology quickly Benefits • 401k Company Match, • Annual Charitable Matching Gift Program, • Commuter Benefits, • Company Holidays, • Credit Union Membership, • Dental Insurance, • Dependent Care Plan, • Disability Insurance, • Employee Assistance Program, • Life Insurance, • Medical Insurance, • Paid Time Off Plan, • Vision Insurance, • Weekly Non-Management Dinner Benefit Candidates must have current, unrestricted authorization to work in the United States. The Company does not sponsor or support employment‑based visas, extensions, renewals, or any immigration‑related programs now or in the future. Spring EQ is an Equal Opportunity Employer. We make all employment decisions based on merit and business needs. If you require a reasonable accommodation at any stage of the hiring or employment process, please contact

My client is a growth-focused operating and investment company dedicated to building, acquiring, and scaling businesses across financial services, business process outsourcing (BPO), customer experience, collections, technology, and business services. Their portfolio includes innovative companies delivering outsourced sales, customer experience, collections, debt resolution, AI-enabled business solutions, technology services, and operational support to organizations across North America. As they continue their aggressive growth strategy, they are seeking an exceptional Enterprise Sales Executive to help lead their next phase of expansion. About the Role Reporting directly to executive leadership, the Enterprise Sales Executive will develop and execute enterprise sales strategy while personally generating new business opportunities across a portfolio of companies. This executive will build relationships with CEOs, founders, private equity firms, financial institutions, enterprise organizations, and strategic partners to deliver customized business solutions that solve complex operational challenges. The ideal candidate is a consultative, hands-on sales leader with a proven history of creating pipeline, building executive relationships, closing complex enterprise opportunities, and driving sustainable revenue growth. Key Responsibilities Enterprise Business Development • Develop and execute Grass Island Capital’s enterprise sales strategy., • Personally build and maintain a high-value pipeline of enterprise opportunities., • Identify, qualify, negotiate, and close strategic partnerships., • Build trusted relationships with C-suite executives and senior decision-makers across North America., • Represent Grass Island Capital at industry conferences, networking events, and executive meetings. Strategic Sales Leadership • Develop customized solutions utilizing the full capabilities of the Grass Island Capital portfolio., • Collaborate with executive leadership to identify new markets, industries, and growth opportunities., • Lead complex sales cycles from initial engagement through contract execution., • Assist with pricing strategies, proposals, contract negotiations, and long-term partnership development. Cross-Portfolio Sales Represent solutions across multiple business lines, including: • Business Process Outsourcing (BPO), • Customer Experience (CX) and Contact Center Solutions, • Sales Outsourcing, • Financial Services Support, • Collections and Recovery Services, • Debt Resolution, • AI-Enabled Business Solutions, • Technology and Operational Services Executive Collaboration • Partner directly with founders and executive leadership., • Work closely with operational leaders to ensure successful client onboarding and long-term client success., • Provide executive-level sales forecasting, reporting, and market intelligence., • Help shape the long-term growth strategy of Grass Island Capital. Qualifications We are looking for an entrepreneurial business development executive who has personally built lasting client relationships—not simply managed a sales pipeline or coached a sales team. This is a hunter role, and the successful candidate will be responsible for new logo generation. Required Qualifications • 10+ years of enterprise B2B sales experience., • Proven success personally closing six- and seven-figure enterprise opportunities., • Experience selling outsourcing, financial services, technology, SaaS, consulting, customer experience, BPO, or business services., • Demonstrated ability to independently create pipeline and build executive-level relationships with C-suite decision-makers., • Exceptional communication, presentation, and negotiation skills., • Entrepreneurial mindset with a passion for growth and performance-based compensation., • Willingness to travel throughout North America. Preferred Industry Experience • Business Process Outsourcing (BPO), • Contact Centers and Customer Experience (CX), • Financial Services, Banking, and Lending, • Debt Resolution and Collections, • FinTech, SaaS, and Artificial Intelligence, • Professional Services and Private Equity Aleron companies (Acara Solutions, Aleron Shared Resources, Broadleaf Results, Lume Strategies, TalentRise, Viaduct) are an Equal Opportunity Employer. Race/Color/Gender/Religion/National Origin/Disability/Veteran. Applicants for this position must be legally authorized to work in the United States. This position does not meet the employment requirements for individuals with F-1 OPT STEM work authorization status.

As one of the top-rated, largest privately-owned online mortgage lenders in the nation, our mission is to deliver beneficial, responsible home lending solutions with unwavering integrity, dedication and excellence.

Lima One Capital’s VP, Business Development, Multifamily is an established Multifamily Investment Loan Originator who reports into the SVP, Multifamily Lending. Book of Business or Investor Network that complements Lima One's multifamily loan product. Proven ability to creatively source and develo

Assess client needs to determine the most suitable loan products, lock in loans at the point of sale, and submit a complete, preliminary paperless loan package. Focus on facilitating new loan originations while ensuring existing processors manage their respective loans efficiently. Position: Loan Pr

Experience managing outsourced mortgage servicing vendors or business process outsourcing (BPO) relationships.

AmeriSave Mortgage has set the standard in online mortgage lending with over $130 billion in funded loan volume. Responsible for a pipeline of 40-50 loans per month, both refinances and home equity loans. Responsible for prompt, professional communication to customers, loan officers & underwriters.

As one of the top-rated lenders in the nation, our mission is to deliver beneficial, responsible home and personal lending solutions with unwavering integrity, dedication and excellence.

Our licensed Mortgage Loan Originators are dedicated to guiding clients every step of the way. Top 1% of Loan Originators Nationwide. Engage with clients to identify suitable mortgage products, lock loans at the point of sale, and submit preliminary paperless loan packages.

Senior Full-Stack Engineer | TypeScript + React | Remote Location: Remote – United States Compensation: $170,000–$300,000 base + equity Company: Confidential, venture-backed fintech startup The Opportunity We're partnering with a venture-backed fintech startup that's reimagining how one of the largest industries in the world operates through AI and modern software. They're looking for a Senior Full-Stack Engineer who wants to build, not just maintain. This is an opportunity to join a growing engineering team where you'll have significant ownership over the product, influence technical architecture, and build sophisticated applications that solve real-world problems. You'll work across the entire stack, from intuitive user experiences to complex backend systems, while helping shape the technical foundation of a rapidly evolving platform. If you're an engineer who enjoys taking ownership, moving quickly, and solving challenging problems without layers of bureaucracy, this could be an exciting next step. What You'll Be Building • Design, develop, and ship end-to-end product features using TypeScript, React, and Node.js., • Build scalable backend services and APIs that power complex financial workflows., • Develop and maintain GraphQL APIs using Apollo., • Design and optimize relational data models using PostgreSQL., • Build integrations with third-party financial services and lending platforms., • Work on AI-powered features and intelligent automation., • Improve application performance, reliability, and scalability., • Collaborate closely with engineering leadership to make architectural and product decisions., • Help establish engineering best practices as the company grows. The Tech Stack Frontend: TypeScript, React Backend: TypeScript, Node.js, Express APIs: GraphQL, Apollo Database: PostgreSQL Infrastructure: AWS, Docker, Terraform You don't need to have worked with every technology listed, but strong production experience with TypeScript across the stack is essential. What We're Looking For • Strong professional software engineering experience, ideally at a senior level., • Deep proficiency in TypeScript and modern JavaScript., • Production experience building applications with React and Node.js., • Experience designing, developing, and maintaining backend APIs., • Strong understanding of relational databases and data modeling., • Experience building scalable, reliable production applications., • Ability to independently own complex projects from initial design through deployment., • Strong communication skills and comfort collaborating with a distributed team. Bonus Points • Experience at an early-stage or high-growth startup., • Background in fintech, lending, payments, or financial services., • Experience with GraphQL, Apollo, or complex third-party API integrations., • Familiarity with AWS, Docker, and infrastructure as code., • Experience building AI-powered applications or integrating LLMs., • Experience mentoring engineers or contributing to technical architecture. Why This Opportunity? Build with real ownership. You'll have a meaningful voice in technical decisions and the direction of the product. Work on interesting problems. Tackle complex financial workflows, AI-powered automation, and challenging full-stack engineering problems. Join at an exciting stage. Become part of a growing engineering organization where your contributions can have a direct impact. Work remotely. Collaborate with a distributed team from anywhere in the United States. Competitive compensation. $170,000–$300,000 base salary, depending on experience, plus equity. Interested? If you're a strong TypeScript engineer who enjoys building sophisticated products and wants to make a meaningful impact at a growing startup, we'd love to connect. Apply to learn more about this confidential opportunity.

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

About Kaaj Kaaj is the underwriting OS for small business lending, an agentic AI credit intelligence platform that turns messy borrower packages into decision-ready credit analysis in minutes, not days. Founded in 2024 in San Francisco by operators from credit, fraud, risk, and AI systems (Uber, Cruise, Amex, Varo Bank), Kaaj raised a $3.8M seed round led by Kindred Ventures. The platform has processed $15B+ in loan originations across equipment finance lenders, SMB lenders, banks, MCA and revenue-based finance funders, and brokers. The Role We are hiring a talented Forward Deployed Full Stack Engineer, a senior IC who owns the full technical relationship with lender and broker customers while shipping production code across the platform. This is not a solutions consultant who hands off specs, and it is not a backend engineer who never talks to customers. You will embed with credit operations teams, scope integrations against real LOS and CRM environments, debug production workflows alongside underwriters, and write the code that makes each deployment successful. Roughly 70% product engineering, 30% customer-facing technical work. You are the bridge between Kaaj's platform and the operational reality of commercial lending: shared inboxes, incomplete packages, mismatched business names, urgent broker emails, and policy exceptions that never fit a clean diagram. Responsibilities Product engineering • Build and extend the underwriting pipeline: email and document ingestion, classification, bank statement parsing, KYB/KYC, credit writeups, and CRM sync, • Ship features on the borrower application portal (dynamic forms, e-signature, file upload, lender matching) and the lender underwriting dashboard (deal pipeline, KYB review, bank analysis, credit memo editing, integration configuration), • Optimize LLM-heavy paths — document extraction, agentic analysis, credit memo drafting — with attention to cost, latency, and reliability, • Implement per-lender customization: sync configs, feature flags, credit memo templates, and workflow triggers, • Integrate third-party services across document intelligence, identity/KYB, credit bureaus, e-sign, and web research Customer-facing technical work • Own technical onboarding for new lender and broker deployments: discovery, integration scoping, go-live, and hypercare, • Configure CRM and LOS integrations — field mappings, custom objects, file uploads, lead conversion — in live customer environments, • Debug production issues with customers: stuck workflows, parsing failures, CRM mismatches, extraction errors, • Translate underwriting policy into code: matching criteria, memo templates, KYB thresholds, document requirements, exception rules, • Gather product feedback from credit teams and brokers; prioritize and ship fixes that unblock deal flow Tech Stack Backend: Python, FastAPI, async workers, PostgreSQL Frontend: React, Next.js, TypeScript, Tailwind Orchestration: Workflow engine for multi-step, fanout pipelines AI/LLM: Multi-provider LLM gateway, prompt skills, agentic tool-calling, structured extraction Document intelligence: Cloud OCR, PDF parsing, classification Data: Azure PostgreSQL, Redis, object storage Integrations: CRM (Salesforce, Dynamics, Zoho, HubSpot), e-sign, credit bureaus, identity/KYB vendors Infra: Docker, CI/CD, Azure cloud services You will work across distributed services daily — API layer, workflow workers, frontend apps, and an LLM routing gateway — in a multi-tenant architecture where schemas, configs, and prompts are per-lender. Qualifications • 2+ years of professional software engineering with meaningful full-stack ownership, • Strong Python — async patterns, API development, SQL, production debugging, • Strong TypeScript/React — Next.js, component libraries, client and server state, • PostgreSQL fluency — complex queries, JSONB, performance tuning, • REST API design — webhooks, authentication, idempotency, third-party error handling, • Cloud experience — Azure preferred (Blob, managed Postgres, document intelligence); equivalent depth on AWS/GCP with willingness to ramp, • Workflow orchestration — job queues, DAG workflows, or similar; retry semantics, timeouts, fanout patterns, • LLM application development — prompt engineering, structured output, toolcalling agents; features shipped to production, not just experiments, • Direct customer technical work — scoped integrations, sat on stakeholder calls, shipped code from what you learned, • Clear communication — explain a parsing failure to a credit analyst and a field mapping issue to an IT admin in the same week, • Comfort with ambiguity — requirements arrive as forwarded emails and spreadsheet screenshots, not Jira tickets Why Work With Us • Early engineering hire at SF-based startup with real revenue-paying customers, • Competitive salary and meaningful equity as an early engineering hire (range: $100,000-$150,000), • Health insurance, • Flexible PTO, • Remote work with HQ in San Francisco, • Direct access to founders and engineering leadership — no layers between you and technical decisions

As a Senior Underwriter at June Point Lending, you'll be a foundational member of our credit team, directly underwriting Non-QM loans while helping us build and refine our underwriting process and automation capabilities. This is a hands-on role with strategic impact - perfect for an experienced und

Familiarity with loan servicing platforms and the lender technology ecosystem. Fresh Series A funding validating the platform's value in automotive finance. Unlike traditional collections and decisioning platforms that rely heavily on static rules and historical credit data, The Firm uncovers deeper

Job title: Enterprise Business Development Rep Reports to: Manager, Payable Sales Department: PlastiQ Sales Location: Remote Grade: 22 About Priority: Priority Commerce 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 an Enterprise Business Development Rep, you will be in a key sales position that will play an important part in the growth of Priority's payables division. You will be tasked with growing your own book of business across the Middle Market and Enterprise segments, sourcing new business from initial discovery through to deal closing. You will become a product expert and be able to communicate our competitive advantages in the market in a clear, concise and compelling manner. Responsibilities: Market Analysis and Strategy: • Conduct market research to identify opportunities and trends in commercial payables and lending., • Develop and implement effective sales strategies to penetrate and expand market share., • Collaborate with cross-functional teams to align sales efforts with overall business objectives. Sales Reporting and Analysis: • Prepare regular sales reports and performance analysis to track key metrics and KPIs., • Utilize CRM tools to manage customer interactions, document sales activities, and forecast future sales. Client Acquisition and Relationship Management: • Identify and target potential middle market/large market clients across all industries., • Build and maintain strong relationships with key decision-makers and influencers., • Understand client needs and collaborate with internal teams to tailor solutions that meet or exceed client expectations., • Manage and develop relationships with strategic banking and industry partners. Sales Growth and Revenue Generation: • Meet and exceed sales targets through effective prospecting, negotiation, and closing of deals., • Develop and manage a robust sales pipeline to ensure consistent revenue generation., • Continuously monitor market dynamics and adjust sales strategies accordingly. What Success Looks Like: Success in this role is creating sustainable growth opportunities for the business. • You are exceeding sales targets and revenue growth goals., • Securing profitable new business deals., • Working with your manager to increase the number and quality of leads or opportunities in the sales or partnership pipeline., • Helping improve client lifetime value through upselling or cross-selling campaigns., • Become a product expert across our suite of solutions., • Closing deals that contribute to long-term growth. Candidate Requirements: • 5-7 years of sales experience., • 3-5 years of Middle Market/Large Market experience., • 3-5 years of coverage in fintech and/or commercial banking., • Minimum BA/BS degree., • Proven track record of consistently meeting or exceeding sales quotas. 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: $139,300 - $161,560 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, • Financial wellness resources and employee discount programs Health & Well-being • Medical, dental, and vision coverage, • Mental health support for employees and dependents through Lyra Health, • Family planning and women’s health benefits through Carrot, • Gym membership reimbursement and virtual wellness programs (including yoga) Time Off • 3 weeks PTO to start, with unlimited PTO after year one Growth & Development • Education expense reimbursement, • Leadership development programs, • Certified Payments Professional (CPP) certification support We believe great performance starts with feeling supported - and we’ve built our benefits with that in mind. 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.

As a vital member of the AHL team, your role as a Loan Officer/ Associate Territory Manager encompasses a range of responsibilities aimed at identifying and capitalizing on new lending opportunities within the investor residential real estate sector. Pre-qualify loan requests, determine proper loan

Job Description STATUS: Full time / Non-Exempt REPORTS TO: SVP, Lending LOCATION: Corporate COMPENSATION: The starting salary for this position is expected to be between $120,000-$135,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week SCHEDULE: The expected schedule for this position is Monday through Friday, 8:30AM-5:00PM. Position Summary The Director of Real Estate Services is responsible for the overall success of First Mortgage and Home Equity Lending at the credit union, including the administration, coordination and evaluation of the Mortgage Department policies, procedures, and processes. This individual will oversee the development of all real estate lending policies, programs, procedures, business, and product development in order to obtain the strategic goals of the credit union. The Director of Real Estate Services will lead the member experience effort in overall support of mortgage service, operations, and sales. Additionally, the Director of Real Estate Services will identify and develop employees to exceed performance expectations and build future leaders for the credit union. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Responsibilities - Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below. • Develop, train and coach the Management and Staff personnel reporting directly to the Director of Real Estate Services. The individuals should be developed both to provide for adequate succession planning and to attain their own career development goals., • Participate in Strategic Planning Meetings to provide input, generate ideas, and further the interests of the credit union, the owner/members, as well as providing updates on relevant projects, • Maintain a high level of knowledge regarding the current trends and economic conditions in real estate lending and servicing to ensure the credit union is maintaining a high level of service when compared to others in the financial services industry, • Monitor key ratios and trends in real estate lending and take proactive steps to insure the best outcomes for our owner/members, • Ensure that a positive work environment and culture is fostered resulting in satisfied employees in accordance with the credit union’s mission statement and our team values, • Review the processes and operations under his/her control to ensure that the areas are operating as efficiently as possible, • Support the Sales and Service Culture at the credit union. Maximize the success of the real estate lending and ensuring that sales efforts are strongly encouraged and reinforced by management coaching and recognition., • Ensure that all mortgage staff are provided with adequate training and that their sales efforts are in accordance with the credit union’s philosophies. Sales should be based on member’s needs as part of an overall Sales and Service Culture., • Ensure adherence to all policies related to areas of oversight tasked to the Director of Real Estate Services, • Ensure that up to date training, reference, and other appropriate material are available to assist the mortgage staff in the completion of their duties, • Oversee the development and adherence to budgets for the mortgage lending department to ensure that the credit union’s funds are being optimally utilized, • Monitor pricing policy for first mortgages and recommends adjustments to the pricing policies when necessary., • Report mortgage pipeline to ALM on a regular basis and complete monthly statistical reports that are submitted to senior management, • Adequate control should be maintained regarding real estate vendors that provide service to our members and The Mortgage Department in accordance with Vendor Management policies and procedures, • Work with the AVP of Lending or other Summit Stakeholders in Business Lending as needed Underwriting • Ensure each mortgage request is processed in a timely manner, in accordance with Loan Policies set forth by Senior Management and / or the Board of Directors. Adherence to these policies must be monitored and included in each employee’s review., • Responsible for underwriting all employee mortgage and home equity loans as well as employee consumer loans on a rotation basis, • On an as needed basis, The Director of Real Estate Services is responsible for any revisions pertaining to the mortgage section of our loan policy as well as the Home Equity and First Mortgage Policy Other Responsibilities • Participate in special assignments, project and committees as requested by the AVP of Lending, • Provide a positive example to all areas in the credit union through his/her interactions with others, • Represents and promotes the credit union within the business community, • Establish and maintain networking relationships throughout the community through involvement and participation in business, social, community and/or political committees, Boards, or other activities *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications and Skills Education & Experience - Applicants must possess the following qualifications or an equivalent combination of education and experience: • Education: Must possess a Bachelor’s Degree or equivalent in Management or related field., • Experience: Must have 7-10 years commensurate work experience required and 5+ years of comprehensive management and mortgage lending experience., • Must be familiar with the financial service industry. Must have 3-5 years’ experience in the financial industry., • Familiarity with lending regulations governing financial institutions, preferably credit unions is desired, • Current knowledge of FNMA underwriting and servicing rules Knowledge/Skills/Abilities (including Technical & Systems/Equipment Proficiencies) • Must possess excellent leadership, interpersonal, and communication skills and the ability to communicate both verbally and in writing at a professional business level, • Strong organizational skills and attention to detail, • Solid presentation and public speaking skills, • In depth understanding of the credit union’s products and services; ability to oversee planning and execution of new products and/or programs, • Ability to manage and lead people; excellent sales and service coaching skills, • Strong problem-solving skills and ability to work effectively under pressure and against strict time constraints, • Ability to operate a personal computer with the Microsoft Office suite, word processing, spreadsheet and data applications., • Ability to act independently and manage multiple priorities, • Ability to make effective decisions in a reasonable time frame, • Ability to identify and correct areas of inefficiency, • Ability to travel that may require air and limited overnight stays away from home., • Microsoft Office Suite, particularly: Outlook, Word, and Excel, • Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines), • Intranet/Internet, navigation of web-based vendor systems, and utilization of banking software Physical Requirements • Lifting (5-10 pounds), • Standing/Sitting extended periods of time, while working in front of computer monitor, • Typing / Data Entry, • Professional Office Environment, • Overhead Lighting Training and Compliance Requirements • Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy and other job-related training requirements as established by the Summit and within deadlines. Licensure Requirements • In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. QUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Associate, Investment Strategy Location: Remote (Tri-State Area Preferred) Company Overview: Prismic Life is a Bermuda-incorporated life and annuity reinsurer and a growth-oriented reinsurance platform. The company leverages Prudential Financial’s sponsorship and the market-leading asset management capabilities of PGIM and Warburg Pincus to deliver value to clients. Prismic Life’s expertise and scalable operating model enable the firm to provide risk and balance sheet management solutions, while offering investors access to reinsurance as an asset class. Launched on September 1, 2023, Prismic Life currently manages over $17 billion of liabilities. Role Overview: We are seeking an Associate Investment Strategy to join the Prismic Investments team. This role offers a unique to help shape investment strategy within a rapidly growing reinsurance platform while gaining exposure to a diverse range of asset classes, including private credit, asset-based finance, structured products, and other alternative asset classes. The Associate will work closely with Portfolio Management, Asset-Liability Management (ALM), Risk, and Prismic’s strategic investment partners. The role will support investment evaluation, portfolio construction, performance monitoring and strategic initiatives that contribute to the continued growth of Prismic’s investment platform. This is an opportunity to join a growing organization backed by strong institutional sponsors and work alongside experienced professionals across Investments, Reinsurance, Finance, ALM, Actuarial, Transaction, Operations and Risk. Key Responsibilities: · Support the development and implementation of investment strategies across asset-based finance, residential mortgage loans, private placements, direct lending and other alternative asset classes · Evaluate potential investment opportunities, including relative value, risk-adjusted returns, portfolio fit, and capital considerations · Conduct market, sector, asset-class and investment level analysis to identify trends and potential opportunities · Monitor portfolio exposures, concentration risks, capital deployment, investment performance, and other key portfolio metrics · Partner with Portfolio Management, Risk, ALM, Finance and other stakeholders to support portfolio optimization and investment decision-making · Work with strategic investment partners, including asset managers and other institutional counterparties, to assess new investment opportunities and portfolio solutions · Prepare investment analyses, portfolio insights, recommendations and presentations for senior members of the Investment team · Support the development of scalable investment processes, analytics, reporting and tools as Prismic’s investment platform continues to grow · Contribute to ongoing portfolio reviews and help identify emerging risk and investment opportunities · Participate in cross-functional initiatives designed to enhance Prismic’s investment capabilities and overall portfolio performance · Travel to Bermuda and US-based Prismic locations as needed Qualifications: · 5+ years of relevant investment experience preferably across private credit, asset-based finance, structured products, private placement, direct lending or other alternative asset classes · Strong analytical skills and demonstrated experience evaluating investment opportunities and portfolio performance · Understanding of portfolio construction, risk-adjusted returns, credit analysis, and investment risk · Experience working with institutional investment portfolios, asset managers, insurance companies, reinsurance companies, or other financial institutions preferred · Familiarity with insurance company investing, asset-liability management, and capital considerations is a plus · Ability to synthesize complex investment and market information and translate it into clear insights and recommendations · Strong financial modeling, analytical and presentation skills · Ability to work effectively across functions and with both internal and external stakeholders · Strong communication skills with the ability to present investment analysis and recommendations clearly and concisely · Self-motivated with an ownership mindset and ability to operate effectively in a fast-paced, entrepreneurial environment · Bachelor’s degree in Finance, Economics, Mathematics, Engineering or related discipline · CFA designation or progress toward the CFA designation is preferred Salary range $110K - $195K

About PrimeBridge Workforce PrimeBridge Workforce is a growing startup focused on connecting skilled professionals with leading organizations across the United States and Canada. We work closely with our IT and Engineering clients to identify talented professionals for a variety of technical and engineering positions across multiple locations. We are currently hiring on behalf of our clients for the following position: Position: Capital Market Analyst Location: Dallas or Tampa, FL (Remote) Employment Type: Full-Time Experience: 3+ We’re looking for a Capital Markets Analyst or Senior-level professional with strong Business-Purpose Lending (BPL) experience and exposure to DSCR and investor-purpose lending. What You’ll Do: • Prescreen DSCR loans and support pricing decisions based on investor guidelines., • Manage loan locking and the end-to-end loan sale process from commitment through delivery., • Build and maintain investor relationships and negotiate sale agreements., • Support pricing frameworks, product strategy, and program scalability., • Monitor pipeline performance, fallout, and risk indicators., • Provide market and investor feedback to leadership. Key Lending Experience: • DSCR, • Fix & Flip, • Ground-Up Construction, • Bridge Lending, • RTL (Residential Transition Loans), • Secondary Market / Loan Sale Execution What We’re Looking For: • Bachelor’s degree in Finance, Business, or a related analytical field., • 2–5+ years in capital markets, private lending, warehouse lending, structured finance, or mortgage banking., • Strong understanding of DSCR underwriting, collateral, credit, and risk pricing., • Excellent analytical, communication, and relationship-management skills., • Established investor network is highly valuable for senior-level candidates. Equal Employment Opportunity PrimeBridge Workforce is an Equal Employment Opportunity employer. We are committed to providing equal employment opportunities to all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, or any other status protected by applicable law.

Lead Data Scientist - Collections & Operations US (Remote) Up to $200,000 I'm partnered with a well-funded consumer lending fintech looking for a Principal Data Scientist to become the technical lead for a highly visible machine learning function focused on customer operations and collections strategy. This isn't a people management role disguised as a technical one. You'll be the person setting the modelling standard, driving the roadmap day-to-day, and acting as the technical point of reference for internal Data Scientists, external consultants and specialist contractors. Why this role is interesting Most collections organisations have spent years optimising what action to take. Far fewer have solved how different customers respond to different interventions. Some engage immediately via SMS. Others respond to email campaigns. Others require a completely different approach. Understanding those behavioural signals and translating them into production-grade decisioning models remains a surprisingly open problem and one of the core challenges this team is tackling. You'd be joining at a point where the organisation has meaningful scale, strong funding and large volumes of customer interaction data, but where the collections data science capability is still evolving. For the right person, there's genuine opportunity to shape what the function looks like over the next several years. What you'll be responsible for • Driving execution of the collections data science roadmap, • Acting as the lead technical authority across modelling initiatives, • Building ML models that predict customer response, engagement and repayment behaviours, • Influencing how and when customers are contacted across different channels, • Establishing scalable modelling and experimentation frameworks, • Raising engineering and production standards across the wider team, • Reducing reliance on external consultancies by building durable internal capabilities Tech Environment The team operates within a modern ML stack including: • Python, • Scikit-Learn, • LightGBM, • Airflow, • Kubernetes, • Google Cloud Platform, • MLflow, • BentoML, • Chalk Feature Store, • DVC Strong interest in MLOps and production machine learning is viewed very positively. What they're looking for • 7+ years' commercial Data Science experience (or equivalent advanced academic background), • Proven experience deploying and monitoring machine learning models in production, • Strong software engineering habits including testing, code review and reproducibility, • Experience leading technically complex projects and influencing senior stakeholders, • Comfortable operating as the most senior individual contributor on a workstream, • Experience within fintech, lending, risk, operations, marketing science or other large-scale predictive modelling environments Previous collections experience would help but is not required. Package 💰 Up to $200,000 base 📈 Bonus + Equity 🏥 Full benefits package 🏠 Fully Remote (US)

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

OUR MISSION First and foremost, Certainty Home Lending is about people. We’re about doing whatever it takes to find the right home mortgage for you. We are about personal attention, about simplifying the process through our expertise and transparency. Because in an industry where many of the products stay the same, it is the team of individuals helping you and the service they provide that make the difference. OUR HISTORY Certainty Home Lending has been helping homebuyers for over 20 years, with a focus on making homeownership a reality by putting people first and investing in the right technology. This is what we love to do! We truly believe that owning a home is one of the most important things we can help someone achieve Our core belief is that our Certainty team members are our #1 asset. We never want to lose sight of the importance of our team members or of our core values: integrity, quality, teamwork, and customer service. We are here to ensure confidence. We are part of the Guaranteed Rate family of companies. This gives us the unique opportunity to utilize some of the best resources and tech in the industry, yet provide localized services tailored to our customer’s needs. Being a part of this organization also provides us with the financial backing to remain stable and secure, even in uncertain of times. This gives the competitive advantage to offer our customers • Confidence and peace-of-mind during their home financing journey, • A simplified and efficient mortgage process that puts them at the center of everything We are currently seeking a hard-working, dedicated Non-QM Underwriter to join our innovative and passionate team. Pay Range: 85k to 105k + Bonus Responsibilities: • As an Underwriter you will be responsible for but not limited to the underwriting of residential loans ensuring compliance with appropriate company and investor standards, • A Mortgage Underwriter will be responsible for examining loan documentations for accuracy and completeness while working with loan originator or production staff to secure all required documents, • Mortgage Underwriters may be involved in one or several types of mortgage lending (conventional, government-backed, etc.), • You may be required to work with more senior mortgage underwriters on loan exceptions having the authority to withdraw and decline loans, • You may also be required to respond directly to individual and investor audits, • Includes all levels of underwriting authority and exception levels Qualifications: • Non-QM Underwriting experience, • 5+ years of mortgage underwriting experience, • 5+ years of FHA/VA, Conventional, and USD/RD underwriting experience, • Experience with underwriting to multiple lender guidelines and requirements, • Knowledge of Non-QM Underwriting requirements. Including but not limited to full doc, DSCR, Bank statement loans, and other Alternative Loan Doc products, • Critically examine credit, income and asset documents and review title policy and appraisals Certainty Home Lending 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. Applications are being accepted on an ongoing basis.

The Relationship Banker is responsible for establishing, growing, and deepening new and existing customer relationships. This role serves as a lead contributor in delivering a high-touch, personalized customer experience by proactively identifying needs, providing tailored solutions, and helping consumer and small business customers achieve their financial goals. This includes full ownership of the customer experience from initial interaction through final resolution, ensuring a seamless and consistent experience regardless of complexity or internal handoffs. The Relationship Banker acts as a key partner within the Retail branch team, serving as a primary sales and service contact for customers, while also assisting in the coordination and execution of relationship strategies alongside the Branch Relationship Manager, Lending team, and Treasury Management partners. This role requires a strong focus on efficiency, attention to detail, and seamless execution to ensure an exceptional and consistent customer experience. Essential Duties and Responsibilities: • Acquire and deepen the branch customer base through proactive sales, service, and outbound follow-up activities., • Deliver a high-touch, personalized customer experience by assisting with account opening, wire transfers, account maintenance, consumer and home equity loan applications, and servicing needs with accuracy and professionalism., • Confidently perform both relationship-based service and traditional teller transactions as needed, ensuring accuracy, efficiency, and a seamless customer experience across all interactions., • Identify financial opportunities and customer needs, recommending appropriate bank products and services, and referring to Lending and Treasury Management partners when appropriate., • Achieve individual sales and referral goals as assigned by manager, contributing to overall branch performance., • Partner closely with Treasury Management and Lending teams to support business customer relationships, including assisting with onboarding, documentation, follow-up, and ongoing servicing needs., • Provide high-quality administrative and coordination support to the Branch Relationship Manager, Treasury Management partners, and Lending team, ensuring all activities are handled with efficiency, accuracy, and attention to detail., • Serve as a central point of coordination for customer requests and internal follow-up, ensuring a seamless and timely experience for both customers and business partners., • Effectively manage a variety of customer needs and resolve complex service issues; take ownership of customer concerns and follow through to resolution., • Recognize and mitigate potential fraud situations, educating and protecting customers and the bank., • Support day-to-day branch operations, including daily reports, balancing, scheduling support, and other operational tasks as designated by manager., • Build strong relationships with team members and business partners by fostering collaboration, communication, and teamwork; actively participate in and support branch meetings. Additional Responsibilities: • Attend seminars and meetings as appropriate, • Will be required to travel when needed to bank meetings or functions. Supervisory Responsibilities: • No supervisory responsibilities. Knowledge, Skills, and Abilities: • Customer and Personal Service Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction., • Economics and Accounting Knowledge of economic and accounting principles and practices, the financial markets, banking and the analysis and reporting of financial data., • English Language Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar., • Communication Excellent interpersonal communication skills, both oral and written., • Sales and MarketingKnowledge of principles and methods for promoting, and selling products or services., • Clerical Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records and other office procedures and terminology., • Bank Secrecy Act In the performance of all the respective tasks and duties, employee will maintain knowledge of Bank Secrecy Act regulations and all other regulatory, security and bank policies and procedures. Education and Experience: • High school diploma or equivalent., • A minimum of two years' experience in a financial institution or loan office setting., • Nationwide Mortgage Licensing System and Registry Identifier (NMLS) will be required. Physical/Work Conditions: In the performance of respective tasks and duties, the employee is expected to successfully perform the essential functions of the position. Reasonable employee accommodations for physical or mental disabilities will be considered on a case-by-case basis. While performing duties the employee is required to sit, talk and hear frequently, lift up to 20 lbs. occasionally; may be required to work evenings and/or weekends, attend remote meetings and/or to travel.

Since 1993, the company has combined seasoned lending expertise with AI-powered technology to match borrowers with experienced loan officers and competitive mortgage products. The company provides a wide range of loan types, including conventional, FHA, VA, jumbo, USDA, renovation, adjustable-rate,

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You'll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you'll learn about our business and our clients while building your own expertise. As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You'll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us. The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you'll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time. Job responsibilities • Work with a team of advisors and specialists to bring in new clients and serve existing clients, • Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth Required qualifications, capabilities, and skills • Pursuing a Bachelor's or Master's degree (Excluding MBA). If you are pursuing a Master's degree, it must be within 2 years of receiving your Bachelor's degree., • Graduation date of December 2026 through June 2027, • Attend college/university in the U.S., • Highly driven person who enjoys working in teams to develop complex solutions, • Exceptional interpersonal, communication, analytical and problem-solving skills, • Excellent organizational skills and ability to multitask, • Genuine interest in financial markets and macro-level economic trends, • Highly inquisitive, focused and pro-active, • Good judgment and discretion when working with confidential information Work Authorization: To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase, will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT.) Our Locations Atlanta, GA Austin, TX Baltimore, MD Baton Rouge, LA Birmingham, MI Boston, MA Charlotte, NC Chicago, IL Chicago North Shore, IL Cincinnati, OH Cleveland, OH Columbus, OH Dallas, TX Denver, CO Fort Lauderdale, FL Fort Worth, TX Grand Rapids, MI Greenwich, CT Houston, TX Indianapolis, IN Irvine, CA Jacksonville, FL Las Vegas, NV Long Island, NY Los Angeles, CA Manhattan Beach, CA Miami, FL Milwaukee, WI Minneapolis, MN Naples, FL Nashville, TN New Orleans, LA New York, NY Oklahoma City, OK Orlando, FL Palm Beach, FL Palo Alto, CA Pasadena, CA Philadelphia, PA Pittsburgh, PA Raleigh, NC Rochester, NY Salt Lake City, UT San Antonio, TX San Diego, CA San Francisco, CA Scottsdale, AZ Seattle, WA St. Louis, MO Summit, NJ Tampa, FL Tulsa, OK Walnut Creek, CA Washington D.C. Westlake Village, CA Join us At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you. What's next? Help us learn about you by submitting a complete and thoughtful application, which includes your resume. Your application and resume are way for us to initially get to know you, so it's important to complete all application questions so we have as much information about you as possible. After you confirm your application, we will review it to determine whether you meet required qualifications. You will receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers. The HireVue is required, and your application will not be considered for further review until you have completed your HireVue video interview. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled. JPMorganChase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

SALARY RANGE: $28.85 $33.65 / hour PRIMARY RESPONSIBILITY: The Mortgage Loan Originator Assistant is responsible to provide a wide range of duties related to the day-to-day sales functions of the Mortgage Loan Originator (MLO). The Assistant acts as the main facilitator for communications between the MLO and sourcing agents, customers, vendors, and mortgage operations support. ESSENTIAL FUNCTIONS: • Walk customers through application process and follow up on any outstanding items., • Assist MLO with customer pre-qualifications as needed., • Communicate with customers and prospects regarding rate inquires, appointments, loan status, title, commitment follow-up, and other information deemed necessary., • Perform thorough pre-processing of conventional, government and portfolio residential mortgage files: Assure all components to the file are ordered, copied and included in the loan package prior to processing., • Follow up on home buyer inquiries and application progress., • Utilize the Bank's mortgage technology systems regularly, including Encompass and Direct Underwriting for data input to record and track loan progress. Maintain strong working knowledge of Secondary Market automated underwriting systems., • Prepare and process Cash +/pre-approvals and submit to underwriting., • Schedule and confirm appointments and review with customers all documents needed at time of application to ensure efficiency., • Communicate to Realtors the status of applications., • Keep sellers/buyers attorneys informed of loan status., • Make joint sales calls as needed., • Serve as a liaison between MLO and the Mortgage Operations team., • Follow up with past customers to maintain positive relationships with the Bank., • Provide marketing support to MLO including preparation of marketing materials and Total Expert., • Keep up to date on Bank Policies, Laws and Regulations that govern residential mortgage, • Confirm and/or cross-sell additional banking products., • Demonstrate the behaviors outlined by the GRB Experience., • Assist in other areas as needed. EDUCATION AND EXPERIENCE: High school diploma or GED (Associate's degree preferred) and a minimum of 3 years of residential mortgage sales and/or processing experience or the equivalent combination of education and experience. • Must have or be able to obtain a National Mortgage Licensing System (NMLS) number and remain active with the S.A.F.E Act registration throughout the duration of employment (with GRB assistance). COMPETENCIES: • Provide a remarkable client experience. Greet clients with warmth, genuine interest and a smile., • Lead by example. Identify current or potential problems, take ownership and see them through to resolution., • Act as a unified team. Possess strong interpersonal skills including the ability to proactively communicate with and help others, within and across departments., • Ability to work independently. Seek and incorporate feedback on your performance from management, coworkers and clients., • Demonstrated PC literacy., • Strong understanding of the mortgage industry is required, as well as familiarity with Secondary Market mortgage lending. PHYSICAL DEMANDS: While performing the duties of this job, the employee is regularly required to use hands or fingers, handle, or feel and reach with hands and arms. The employee frequently is required to stand, sit, and talk or hear. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus. WORK ENVIRONMENT: The work environment is an indoor, climate-controlled office setting. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Genesee Regional Bank is an equal opportunity organization. We recruit, employ, train, compensate, and promote without regard to race, religion, color, national origin, age, sex, disability, veteran status, or any other basis protected by applicable federal, state, or local law. THIS JOB DESCRIPTION IS SUBJECT TO CHANGE AT ANY TIME. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. The Credit Analyst III is an advanced individual-contributor role responsible for analyzing and underwriting more complex commercial loan relationships. This role operates with a high level of independence on assigned credits and produces near-final analytical work product, while recognizing that final conclusions, priorities, and escalation decisions reside with Senior Credit Analysts, Credit Officers, or credit management. This role supports sound credit decision-making through strong analysis, documentation, and risk awareness. Essential Responsibilities: • Independently analyze and underwrite complex commercial credit relationships, including multi-entity structures, multiple guarantors, and layered debt., • Prepare comprehensive, well-documented credit memoranda for new credit requests, renewals, modifications, and annual reviews., • Perform advanced financial analysis, including global cash flow, trend analysis, and stress or sensitivity considerations., • Identify key credit risks, structural weaknesses, and mitigating factors, clearly documenting assumptions and conclusions., • Recommend appropriate loan structures, covenants, collateral, and guarantor support consistent with credit policy., • Support Credit Officers and relationship managers on complex transactions through timely and accurate credit analysis., • Monitor assigned loan relationships for covenant compliance, financial reporting, and emerging risk indicators., • Participate in deal-structuring discussions and internal credit reviews as requested., • Accompany relationship managers on customer calls, as appropriate, to support financial discussions, clarify credit information, and gain understanding of borrower operations., • Apply credit policies, underwriting standards, and documentation requirements consistently., • Assist with risk rating assignments and ongoing evaluation of rating appropriateness., • Identify situations requiring escalation due to complexity, elevated risk, or structural concerns., • Coordinate with Senior Credit Analysts or credit management on credits requiring additional oversight or direction., • Ensure credit analyses and files are complete, accurate, and defensible., • Provide analytical support for criticized and higher-risk commercial credits., • Assist with renewals, restructures, modifications, and exit strategy analysis under direction of credit leadership., • Support monitoring and action plans for problem relationships., • Contribute to analytical consistency, accuracy, and sound credit practices within the credit function., • Participate in portfolio analysis, process improvement efforts, and credit-related initiatives., • Undertake special projects related to the job function, as determined by credit management., • Maintain current knowledge of commercial credit practices, borrower industries, and financial analysis techniques. Ancillary Duties: As an integral member of the Credit Department, this position is also responsible to provide assistance wherever necessary to help the Credit Department and the Bank in achieving their goals. Education, Training and Requirements: • BS or BA degree in Finance, Accounting, Business Administration, Economics or a related field plus specialized education in credit analysis and commercial lending. Skills: • Proficient reading, writing, grammar and mathematics skills; proficient interpersonal relations and communications skills; a thorough knowledge of: financial statement analysis, loan structuring, current laws/regulations applicable to commercial lending, and loan policies and procedures of the Bank; demonstrated management, supervisory and training skills. Well-developed project management skills; accomplish stated goals, and must be able to work productively with varying levels of management and staff. Requires a high degree of initiative and the ability to work independently with minimal supervision. Demonstrated experience evaluating complex, cash-flow-based commercial credit relationships. High proficiency with Microsoft Excel and Word. Experience: • Minimum of 6 years of experience in commercial credit analysis, underwriting, or a related banking role. Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on! Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus. The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law. The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department. Minimum USD $62,400.00/Yr. Maximum USD $88,000.00/Yr.

As a $10 billion financial institution with over 445,000 members, ESL has 33 branches and 5 call center teams for internal lead generation. Strong product offering including conventional, Government loans, Investment properties, Physician's Program, Second homes, Jumbo, High Net Worth, Portfolio. Servicing retained for all mortgages except VA. Competitive, consistent and transparent pricing philosophy. Processing, underwriting and mortgage loan servicing handled in Rochester, NY. Mortgages are eligible for ESL Owner's Dividend. Comprehensive Benefits: ESL offers a competitive benefits package which focuses on providing a work life balance for all employees. Our benefits include robust options such as our wellness program, family assistance plan, 401k with match, paid volunteer time and Learning & Development training among many others. Pay and Incentive Plan: Position pay is a $30,000 draw plus a tiered basis points incentive schedule to be discussed during interview. A transition pay package will be offered for an initial period of time. In addition to competitive pay and benefits, we offer an annual performance-based incentive that rewards eligible employees for their contributions to our success. Openings are available in the Syracuse, NY, and Watertown, NY areas. May consider Rochester, NY or Finger Lakes region locations for strong, well qualified candidates or a Bilingual-Spanish candidate. Must reside in NY State. Purpose of Position: Accountable for development and maintenance of relationships outside of the credit union to increase mortgage volume. This position will take mortgage applications and assist members through the mortgage process. Works in conjunction with the Mortgage Team and third party stakeholders to ensure an expedient process. Accountabilities: Cultivate and develop relationships within the real estate community to increase volume of loan application within ESL policies and procedures Promotes ESL within the community Attend networking events Engage in applicable community activities Prospecting activities Meet or exceed identified performance objectives in all related agreements All activities to be consistent with credit union mission and purpose Accountable for delivering a superior customer experience to both the borrowers and their realtors through proficient understanding of product offering and industry practices enabling thorough and accurate residential real estate applications Consults with applicants on various types of financing solutions Proficient in understanding underwriting standards and compliance guidelines Gathers applicable file documentation and completes required origination system entries Accurate and timely updates in order to move the loan application through process Ongoing communication through funding with focus on critical milestone dates Consistently meets service level agreements Ensure internal customer satisfaction objectives are achieved through meeting operational standards and maintaining productive and positive relationships Participation of team activities, initiatives and other duties as assigned. Provide leadership and guidance in mentoring staff across Mortgage Lending and the Front-Line on the overall sales and mortgage application process where applicable. Qualifications: Bachelor's degree or 4 additional years of equivalent experience in mortgage lending/real estate/real estate secured lending. A combination of equivalent education and experience may be considered as a Mortgage Originator, or in lieu of the previous experience; successful completion of the Mortgage Sales Development program. Minimum 2 years mortgage origination/sales experience with demonstrated success meeting monthly goals or successful completion of Mortgage Origination/Sales Development Program plus 1 year of origination experience. Willingness and ability to develop trusting Realtor and Centers of Influence (COI) partnerships. Excellent communication and interpersonal skills. Strong external sales and networking skills. Detailed understanding of Government Sponsored Enterprise (GSE) requirements, Federal Housing Administration (FHA) and other real estate standards. Successfully registered as a Mortgage Loan Originator through ESL. Must complete submission of application to the NMLS within the first week of employment and subsequently be successfully registered as a Mortgage Loan Originator through ESL. Preferred Qualifications: Bilingual- Spanish We're committed to diversity, equity, and inclusion. We believe we are a stronger, more successful organization because of this commitment. We strive to ensure a robust talent pool of qualified candidates with a variety of skillsets and capabilities for all our openings. We hire great people and welcome all new hires to our award-winning work environment, which has been recognized by the Great Place to Work Institute since 2010.

You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Multinational Corporation Commercial Banker is for you. As a Commercial Banker in the Multinational Corporations group, you will be the focal point of client acquisition and ongoing relationships. Multinational bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core Banking, therefore our ideal candidate exhibits a strong interest in cross border businesses, cultural sensitivity, a commitment to teamwork and partnership, and exceptional work ethic and attention to detail. The Multinational Corporation team within the Commercial and Specialized Industries space manages J.P. Morgan's overall relationships with North American subsidiaries of large corporations headquartered outside the United States, to solve problems for clients and help them to grow. We help our clients meet their objectives and challenges in automation, risk management, working capital, and cash management. Job Responsibilities • Champion a culture of innovation and a customer centric mindset, • Stay up-to-date with industry trends to identify opportunities for innovation or strategic partnerships, • Find ways to further new client acquisition in partnership with the bankers, • Embrace a culture of respect, diversity and inclusion Required Qualifications, Capabilities and Skills • Seven + years direct lending or credit support related experience with a focus on business relationships, • Understanding of Commercial Banking products and services, • Ability to mobilize internal networks and resources, • Demonstrated experience of meeting or exceeding sales goals, • Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines, • Excellent verbal and written communications skills; able to effectively communicate clearly and concisely, • Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners Preferred Qualifications, Capabilities and Skills • Bachelor's degree and formal credit training preferred, • Sales management, business development skills, proficiency in building and maintaining positive client relationships, • Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask, • Excellent business judgment, strategic thinking, self-directed, proactive and creative JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors. Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.

Job Description ADMINISTRATIVE ASSISTANT SALARY RANGE: $27,040 TO $31,200 LOCATION: Minneapolis, MN; Little Rock, AR; Worcester, MA; Charlotte, NC; Denver, CO; Houston, TX; Miami, FL; Los Angeles, CA FLSA: Non-Exempt CONTACT: HR Department: jobs@naca.com; Website: www.naca.com BENEFITS: Excellent single/family health, vision and dental with 70% employer contribution & 401K. EXECUTIVE SUMMARY: With more than 25 years on the front lines of the battle for economic justice, the Neighborhood Assistance Corporation of America (NACA) fights on behalf of working people against predatory lending practices, and ensures that its Members can build strong, stable neighborhoods through affordable homeownership. NACA is a high-profile organization with over two million Members and a tremendous track record of success assisting hundreds of thousands of homeowners and homebuyers (“Members”). NACA has set the national standard for assisting low to moderate income people to achieve the dream of affordable homeownership. NACA is growing its local offices nationwide and significantly increasing the number of people and communities it serves with its extraordinary mortgage programs. The Administrative Assistant (“AA”) is responsible for answering the phones, greeting and assisting the clients, scheduling and confirming appointments, conducting HBW confirmations and processing attendance forms. The successful candidate will have the flexibility to handle a wide range of assignments depending on the needs of the local office, NACA’s on-going local advocacy activities, and other duties as assigned. S/he must be able to multi-task given the numerous responsibilities and the likelihood of being the only administrative person in the office. The position requires very strong administrative skills in a fast paced environment with the ability to multi-task. JOB RESPONSIBILITIES: • Customer Service: Administer Member appointments, waiting list and confirmations (purchase counseling and HBW attendance). Answer the phone, welcome Members, and address Member issues and questions to ensure outstanding customer service. Demonstrate knowledge of NACA’s programs to encourage participation and support of NACA’s programs and mission., • Volunteer: Administer volunteer participation by NACA Members and others., • Policy Administration: Process new hires. Communicate and reinforce NACA policies and procedures and monitor adherence. Maintain a professional and positive work environment while remaining alert to potential risks., • Office Logistics: Monitor and order supplies. Manage office space with attention to efficient operation, attractive environment to Members and health and safety concerns., • HBW Attendance Forms: Complete data entry within 72 hours after the workshop. CORE COMPETENCIES AND SKILLS: S/he is expected to have all of the following personal characteristics and professional experiences: • Communication: Works effectively with Members and NACA staff with ability to communicate effectively verbally and in writing – with the utmost sensitivity to confidentiality and a “need to know” work ethic. Is an educator who appropriately persuades and influences, and who readily shares information or knowledge needed by others., • Organizational Skills: Able to prioritize, schedule and handle a fast-paced, challenging workload. Keeps multiple tasks moving toward completion including working with tickler lists and other electronic reporting and tracking mechanisms., • Professional Skills: Detail oriented and well organized, ability to work under pressure, ability to work independently with only general supervision, and strong problem-solving skills. Understanding of his/her own strengths and weaknesses as well as when to seek assistance., • Professionalism: Demonstrates professionalism internally and externally. Adheres to direction as presented by management, performs all job duties as assigned, adjusts to changes on short notice, works diligently to achieve goals, takes responsibility for own actions/work product, and implements plans for self-improvement., • Customer Service: Provides effective solutions and follow-up with Members and others. Has a highly developed sense of integrity and commitment to customer satisfaction, as well as strong interpersonal skills, to provide top-level customer focused services at all times. Able to understand, anticipate and address customer needs and handle customer concerns in a sensitive and professional manner., • Time Management: Arrives ready to work at the scheduled hour, uses time effectively, does not procrastinate or avoids tasks, and completes assigned duties within specified time limits in an accurate manner., • Positive Leadership: Leads and influences others by example. Takes pride in his/her job, open to new ideas, and demonstrates a “can do” attitude particularly when challenged by obstacles. Creates and supports a positive work environment., • Computer Skills: Strong data entry and typing skills with ability to work with NACA’s software to accurately complete documentation and data entry for efficient and paperless counseling., • Mission Driven: Energy and enthusiasm for NACA’s mission of affordable home ownership for all, addressing mortgage discrimination and fighting for economic justice. Willing and able to participate in NACA’s aggressive advocacy campaigns and activities. HOURS: A typical work day is 8:30 a.m. to 5:30 p.m. weekdays, plus some weekends. The AA may be required to work increased hours, subject to NACA’s discretion. COMPENSATION: The salary range is between $27,040 and $31,200 based on a determined hourly rate plus overtime, with consideration of experience. JOB QUALIFICATIONS: Education: • Bachelor’s or Associate’s degree – Preferred, • High School Graduate or Equivalency – Required, • Mortgage and/or real estate courses - Preferred Experience: • Two (2+) years of Administrative experience required Skills and Attributes: • Energy and enthusiasm for NACA’s mission, • Strong customer service skills., • Strong organizational skills., • Problem-solving abilities., • Ability to work under pressure., • Ability to work independently with minimal supervision., • Ability to speak languages other than English a plus. NACA strongly encourages applications from minority and bilingual candidates HISTORY AND OVERVIEW: NACA (naca.com), is one of the most exciting organizations in the country. NACA is a national non-profit homeownership, HUD-certified housing counseling and community advocacy organization. We are a high-profile organization whose affordable mortgage programs and community advocacy are frequently featured in the national, international and local media. NACA is the largest and most effective homeownership organization in the country and is rapidly growing with 47+ offices nationwide and a counseling center in Charlotte. We are hiring many additional staff for existing and new offices nationwide, local organizers, and directors based in the Boston corporate office. NACA is the premier homeownership and advocacy organization that is both respected and feared. As a result of NACA’s large and growing Membership nationwide, NACA is now increasingly focused on harnessing its power to demand economic justice for all. Started in 1988, NACA has a strong track-record of successful advocacy against predatory and discriminatory lenders. NACA’s success is a result of its aggressive, confrontational advocacy. We have taken on campaigns against some of the country’s most powerful companies and individuals and won. NACA has revolutionized mortgage lending with its mortgage programs and advocacy. NACA continues its aggressive advocacy for working people and communities in the fight for economic justice and affordable homeownership for all. In addition to affordable homeownership, this includes taking on issues such as student debt, tax equity, voter access and other economic justice issues. In addition to its advocacy efforts, NACA has established the national standard for homeownership programs. NACA’s industry-leading programs include: • Purchase – For homebuyers who will be owner-occupants, the Purchase Program makes the right to affordable homeownership a reality for homebuyers. By basing its mortgage underwriting criteria on homebuyers’ overall circumstances and not on traditional risk-based pricing or credit scores, NACA provides broad access to its best-in-class mortgage – a mortgage with no down payment, no closing costs, no fees, no requirement for perfect credit and always at a below-market, fixed interest rate. NACA has $13 billion in mortgage commitments from the country’s largest lenders to support this program., • Renovations – For Purchase Program homebuyers whose property is in need of repairs, NACA’s Home and Neighborhood Development (“HAND”) department assists them throughout the repair and renovation process., • Homeowner Assistance – For Purchase Program homeowners who experience financial difficulties, NACA’s Membership Assistance Program (“MAP”) provides services including mortgage modifications, payment agreements and financial assistance to help avoid foreclosure., • Home Save – For homeowners with an unaffordable mortgage, NACA is the largest and most effective program in providing affordable solutions to over 250,000 at-risk homeowners nationwide. NACA has been able to restructure unaffordable mortgages by permanently reducing interest rates and reducing outstanding principle balances to achieve affordable mortgage payments. For more information about NACA and its history and programs, visit www.naca.com. APPLICATION PROCESS: Applicants must complete the application at www.naca.com. NACA is an equal opportunity employer. Minority and bilingual individuals, particularly those who speak and write in Spanish, are strongly encouraged to apply. To follow-up and for inquiries regarding this and other positions contact NACA's HR Department at jobs@naca.com or call 617-250-6222. This job description is solely for descriptive purposes with NACA reserving the right to make unilateral changes to this job description including the compensation for all staff or on an individual basis. NACA may also change the compensation during campaigns, activities and events at its discretion. This does not constitute a contract for employment. Nothing herein shall limit NACA in its sole discretion from terminating an AA for any reason or no reason with employment on an “at-will” basis.

Make sound loan recommendations to BB Underwriting Manager or Senior Underwriter on loan requests above authorized lending limit.