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Job Description Position: HVAC Service Technician (Jamesville, NY Market) Status: Full-Time, Hourly Non-Exempt Hourly Rate: $25 - $35 Benefits: 401(k), 401(k) Matching, Health Insurance, Dental Insurance, Vision Insurance, Life Insurance, Paid Time Off, Employee Discounts, Referral Program, Other Voluntary Coverage Why Work With Us? More than just a job—we combine the close-knit support of a family business with the stability, resources, and benefits of a large organization. That means you’ll never feel like just a number, but you’ll still enjoy the security and opportunities that come with being part of a growing, established team. Joining our team means: • Family Environment: A workplace where you’re valued and supported., • Meaningful Work: Helping people by fixing what matters most in their homes., • Growth & Learning: Ongoing, hands-on training and in-house education from our dedicated technical trainers., • Extra Earnings: Opportunities for commissions, bonuses, and spiffs without being a salesperson., • Work-Life Balance: A career with room for life outside of work., • Strong Values: Integrity, reliability, safety, and community drive everything we do. What You’ll Do • Service and repair hot air, boiler, water heating, A/C, and heat pump systems, • Troubleshoot, diagnose, and correct HVAC issues, • Use and maintain modern industry tools, • Provide professional, courteous customer service, • Collect payments as needed and communicate honestly about services, • Work as part of a supportive team, sharing knowledge and lending a hand so everyone succeeds, • Help customers by solving comfort problems that directly impact their families and daily lives What We Expect • Drive safely, keep your company vehicle stocked and clean, • Follow all safety, compliance, and company policies, • Keep paperwork accurate and on time, • Be punctual, reliable, and participate in the on-call schedule, • Maintain a professional appearance (uniform provided), • Collaborate with coworkers, sales specialists, and managers, • Stay current through company provided training, certifications, and safety meetings What You’ll Bring • Preferred: 2+ years of HVAC service experience or completion of an HVAC Apprenticeship, • Valid driver’s license, • EPA refrigerant certification (or ability to obtain within 1 year — company provided), • CETP certification (or ability to obtain within 1 year — company provided), • Ability to work independently and as part of a team, • Strong problem-solving skills and attention to detail, • Professionalism under pressure and solid communication skills, • Comfort using technology, including tablets and mobile apps, to complete jobs efficiently Physical ability to: • Climb ladders/stairs and work in attics, basements, crawl spaces, • Maneuver up to 200 lbs. with equipment or team lift, • Work outdoors in varying conditions The list of requirements, duties and responsibilities is not exhaustive but is merely the most accurate list for the current job. Management reserves the right to revise the job description and to require that other tasks be performed when the circumstances of the job change. (For example, emergencies, change in personnel, workload or technical development.)

Our client is a private equity-supported designer and manufacturer of custom environmental control systems, driven by a long history of innovation and guided by a dedicated management team committed to the reliability and quality of its products. From the very beginning, the company adopted a philosophy of continuous growth and improvement. Over the years, this growth has come from both dramatically increased sales, always with a focus on delivering the best possible solutions to its customers. The company is now entering a new phase of leadership as responsibilities transition from a founder to a President who will lead day‑to‑day execution and performance. This is an opportunity to lead a differentiated and technically sophisticated manufacturing business with strong end‑market demand and an active private equity sponsor. The President will play a central role in scaling the organization, strengthening execution, and building a durable leadership platform for long‑term value creation. This opportunity includes equity and bonus structure. When it comes to environmental control requirements, no two applications are the same. Our client specializes in designing custom solutions engineered to match each customer's unique requirements and restrictions. In addition to designing fully custom solutions, the company offers a suite of standardized environmental control products serving multiple industries, including aerospace. Role Overview The President will serve as the senior operating and business leader of the company, with full responsibility for performance, execution, and leadership across the organization. This role absorbs many day‑to‑day responsibilities historically carried by the founder while maintaining close collaboration on product and engineering matters. The President will lead the executive team, oversee operational and financial performance, guide strategy, and serve as the primary interface with the private equity owner, lenders, and key customers. This is a hands‑on role for a leader who is comfortable operating in technically complex manufacturing environments and making decisions. Key Responsibilities Leadership and strategy • Lead the executive management team, including: Division Manager, Director of Marketing and Business Development, Director of Finance, Director of Operations, Director of Engineering, • Set company strategy, priorities, and operating goals in partnership with the executive team and private equity owner, • Drive new customer acquisition by personally leading high-value pursuits, from first executive engagement through negotiation and onboarding of strategic accounts, • Develop and carry out a growth strategy that expands the customer base into new markets, industries, and applications, working with marketing and business development, • Lead recurring strategy, goal‑setting, and performance review meetings, • Work closely with the former founder and CEO to ensure continuity in technical leadership and product direction Operations and Execution • Oversee manufacturing, engineering, supply chain, quality, and project execution, • Ensure consistent execution across a mixed business model that includes both standardized and highly engineered products, • Guide decisions related to capacity planning, production approach, operational improvement, and cost structure, • Balance customization requirements with delivery performance and margin control Commercial and Customer Engagement • Maintain direct interaction with key customers, both existing and prospective, • Lead or support negotiation of major commercial terms and agreements, • Partner with marketing and business development to evaluate growth initiatives, new markets, and product opportunities, • Make disciplined decisions on new customer and new product opportunities with limited market data Financial Oversight and Private Equity Engagement • Maintain full oversight of financial performance, key metrics, and cash flow, • Manage reporting and communication with lending partners, • Partner closely with the private equity owner on performance updates, strategy, and issue resolution, • Participate in acquisition review, analysis, and integration as required What You Will Need Experience and background • Full-time availability to work on-site in Syracuse, NY (must be willing to relocate if not local), • Senior leadership experience as President, General Manager, COO, or equivalent in a technical manufacturing environment, • Proven track record of driving new customer acquisitions in an engineered-products or technical manufacturing business, including winning and onboarding strategic accounts, • Experience building growth strategies that expand the customer base into new markets, industries, or applications, • Demonstrated success partnering with marketing and business development to build a qualified pipeline and turn opportunities into long-term customer relationships, • History of personally leading high-value pursuits, from first executive engagement through negotiation of major commercial terms and agreements, • Ability to judge new customer and product opportunities with discipline, weighing strategic fit, margin, capacity, and execution risk, • Experience turning company strategy into clear commercial priorities, goals, and metrics that the leadership team and PE sponsor can track, • Experience working alongside technical founders or engineering‑led organizations; Background in HVAC, thermal systems, environmental control, or related engineered products, • Experience in small to mid‑sized manufacturing companies producing a wide range of technical products, • Prior experience in a private equity backed environment preferred, including familiarity with leveraged balance sheets and performance reporting Technical and Business Skills • Strong technical aptitude; a four‑year mechanical engineering degree and advanced degree preferred, • Strong P&L ownership and financial understanding, • Comfort making strategic decisions around new products and customers with incomplete information, • Familiarity with multiple manufacturing approaches, including batch, flow, push and pull, and project‑based production, • Understanding of applicable regulatory and compliance requirements Leadership style • Clear and effective communicator with strong written and verbal skills, • Comfortable leading experienced technical teams without needing to be the technical expert, • Decisive, practical, and accountable, • Able to introduce structure and rigor while respecting the company’s technical foundation, • Ability to thrive in a fast-paced, entrepreneurial, and hands-on environment.

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

Job Description At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an exciting opportunity as part of our growing retail banking team! AVP, Branch Manager –Westvale Office Our retail staff has a passion for excellence in customer service and are focused on our goal of doing what is right for our customers. This position invites the results driven professional to provide oversight of retail banking functions and services, while striving to reach individual and branch goals through business development. The ideal candidate will have a minimum of three to five years of proven success in retail banking branch management and business development. For over 100 years Solvay Bank has been dedicated to our customers and our community. Join us and enjoy the many rewards; matched 401(K) retirement savings, health and dental coverage, and more. Internal applications must be submitted by 08/15/2025 Solvay Bank is an EOE/AA/Disability/Veteran https://dol.ny.gov/system/files/documents/2023/06/p690-your-rights-as-an-employee-to-express-breast-milk-at-work-.pdf https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf Position Title: Reports To: Branch Manager AVP, Retail Banking Manager Assistant Vice President Position summary: • On a daily basis, enthusiastically provides exceptional client service, with a full working knowledge of retail banking functions and services, while striving to reach individual and branch goals. Manages branch personnel to deliver exceptional client service and achieve sales goals. Manages branch banking operations within bank policy guidelines. Essential Duties and Responsibilities: • Delivers excellence in customer service, education, guidance and respect to all Solvay Bank customers and co-workers in accordance with the Solvay Bank Client Service Standards., • Thoroughly understands, embraces and exhibits Solvay Bank Values and serves as an example to others in actions and words., • Supervises all branch client service, sales related and operations activity, including the use of any Client Contact software., • Develops a solid base of business by establishing and maintaining sound relationships with existing customers., • Maintains an ongoing aggressive, program of business development to meet objectives, • Develops a solid base of business by establishing and maintaining sound relationships with existing customers, • Contacts customers and business, community, and civic organizations to promote goodwill and generate new business. Maintains an active role in one or more civic organizations within the branch market area., • Effectively manages branch loan, deposit origination and referral functions, meeting or exceeding goals and ensuring maintenance and compliance with the Bank’s established policies and procedures., • Manages the referrals to other lines of business such as Trust & Investment Department, Solvay Bank Insurance Agency & Commercial lending area, • Responsible to regularly track achievement of all assigned goals and coach individuals to goal achievement, • Responsible for the selection of branch personnel and conducts employee performance evaluations including salary adjustment recommendations., • Develops and motivates staff to meet required performance levels. Performs monthly coaching sessions using Bank prescribed software and programs to counsel and guide staff members in the performance of their job duties and achievement of sales goals., • Is a “Change Agent” for the evolution of our business; very supportive of changes that develop in product technology, becoming an active user of all technology and developing the team they manage to the same end, • Prepares various operating reports, including but not limited to, budgets, business development and supervises the completion of all branch operations related reports., • Attends and participates in meetings, effectively relaying information to branch staff and ensuring topics covered are understood and any updates implemented., • Serves on various Bank committees as needed., • Performs other tasks requested by manager as they relate to the Bank and its functions., • Adheres to established policies, procedures and federal regulations., • Adheres to Information Security policies and related regulatory policies, procedures and standards designed to protect customer and Bank-owned information., • Ensures that Bank policies, procedures and standards, including Information Security, are adhered to. Qualifications: • Knowledge of banking products, policies and regulations, • Strong sales skills and demonstrated ability to effectively develop business., • Strong leadership skills to effectively manage staff development., • Excellent oral and written communication skills., • Proficient in Microsoft Office including but not limited to Word & Excel Education and/or Experience: • 4 year college degree preferred., • Minimum 5 year retail banking experience., • 3 years active Business Development experience, • Finance background preferred Physical Demands: 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 function. While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk, sit, and climb stairs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is moderate. Exempt Rev 06/2026

Job Description Position Objective: Through Ownership pride, the Member Relationship Supervisor is responsible for mentoring Member Relations internal owners and continuously exercising initiative in leading their assigned relationship center with a passion and drive to deliver the “WOW” member service experience and to become the Standard of Excellence in providing Fundamental Banking Services. The Member Relationship Supervisor is responsible for owning the member service experience through relationship building and a well-organized focus to ensure members’ needs are met in support of Northern’s mission, vision, and strategic direction. Essential Job Functions: • Strengthens Northern’s people-first culture by providing inspirational leadership that leads to an engaged workforce enabling our organization to be profitable, efficient, and well capitalized by:, • Providing leadership that progressively builds confidence, motivates and inspires team members to constantly challenge boundaries in pursuit of reaching their maximum potential., • Engaging team members in establishing department goals and objectives that meet/exceed the needs of our internal owners and Northern’s Values and strategic expectations., • Ensuring team members are well equipped and highly efficient in fulfilling their responsibilities., • Establishing and communicating clear performance standards and proactively coaching, counseling, and developing the team, ensuring they are effective with delivering outstanding service to internal and external owners., • Actively promotes the member-centric philosophy and takes pride in being the “Standard of Excellence” through a highly engaged team by:, • Effectively hiring, promoting professional development, and conducting performance evaluations of assigned Member Relations internal owners., • Proactively coaching, motivating, and leading relationship center activities while creating and cultivating the Ownership environment crucial to achieving Credit Union and department efficiency and productivity goals while promoting positive and mutually valuable solutions as well as providing outstanding member service by effectively modeling Credit Union service standards and owning the member service experience., • Providing internal owners with opportunities for growth in the understanding of relationship building and techniques in credit union business, lending, and financial management., • Proactively providing leadership to assigned internal owners through effective goal objective and goals setting, delegating, motivating, communicating, training, mentoring and Leading with Vision and Values to ensure that all actions are driven by positive initiatives to achieve the Member Service and the Credit Union’s strategic plan as well as aligning with the Credit Union core values., • Ensuring that Member Relations internal owners are highly motivated, trained and knowledgeable of all Member Relations policies and procedures. Communicating changes of policies, procedures, and practices to assigned teams to ensure team members are appropriately trained and kept up to date with appropriate changes., • Monitoring relationship center internal owners’ work performance and compliance by measuring, monitoring results, progress, and impact; helping to prepare and deliver performance evaluations, performing and documenting coaching sessions: challenging and inspiring for growth, expressing confidence in internal owners’ abilities, and holding others accountable for results promptly on the spot and positively in person., • Encouraging individual and group input, listening to and supporting new ideas, and recognizing behavior and actions that support the Credit Union’s vision. Conveying a sense of purpose and setting sales expectations positively and confidently. Communicating sales achievements and successful service accomplishments to assigned teams and rewarding direct reports who deliver upon well-executed plans that meet/exceed established goals., • Leading by example through consistently presenting camera-ready appearance, including the surrounding environment while delivering communications through the Virtual Office Technology., • Actively provides support to Northern and the Member Relations team to meet department and organizational goals by:, • Providing friendly, responsive service to all members as well as cross-selling appropriate products and services to benefit the member., • Seizing every opportunity to increase multiple-account relationships with members as well as potential members through interviewing and communicating with members regarding their financial options., • Blending exceptional member service with value-added programs and providing education and guidance for members on the use of Northern’s multiple delivery channels., • Maintaining focus and perspective while handling member inquiries and escalations, even during difficult situations., • Identifies areas to increase efficiencies, enhance productivity, and provide a consistent “WOW” atmosphere., • Collaborating with all Member Relationship Centers, Home Lending, Operations and any other related departments to ensure standards of excellence are met at all times., • Ensuring all relationship center activities are conducted in accordance with established policy guidelines and standards; and are properly documented., • Effectively oversees and ensures relationship center and team success by:, • Assisting the Member Relationship Manager with planning and leading the overall direction and performance of the relationship center, ensuring relationship center goals and objectives are established and monitored, and regularly reporting on relationship center performance. Fully utilizing the tools and resources as well as providing tools and resources for owners’ to find answers as needed., • Participating in relationship center and all-staff meetings in order to maintain awareness of organizational issues and promotional campaigns; as well as staying current on policies, procedures, and compliance. Assisting with, performing, and training relationship center internal owners to perform other department-related transactions proficiently as needed to meet member service needs., • Under limited supervision, effectively oversees and ensures the overall success of the day-to-day operations of the Relationship Center through:, • Collaborating with all Relationship Center leaders to schedule department resources and ensure that locations are properly staffed. Ensure the assigned Relationship Center is well maintained, efficiently operated, and consistently focused on delivering outstanding service to members., • Partnering with the Facilities Manager and the Security Officer in maintaining safety and security controls of the Relationship Center location; maintaining control over audit procedures to ensure compliance with controls; monitoring office activity, including number of transactions, loan volume, sales volume, etc. and notifying the VP of Member Relations of any breaches immediately., • Ensuring the Relationship Center consistently follows established Credit Union policies, procedures, as well as state and federal regulations., • Collaborating with the Marketing Department to coordinate special events: monitoring planning, scheduling and implementation as required for proper execution of each event, including but not limited to business after hours, educational seminars, member appreciation events, etc., • Participating in other credit union duties, functions, committees and events as may be reasonably requested., • Monitoring electronic service delivery channels and relationship center technology for effectiveness and arrange for immediate technical support solutions as needed., • Conducting other day-to-day functions as needed to ensure overall success of the Relationship Center and the team. Other Job Functions: • Through Ownership Pride, promotes Northern's Core Values throughout the organization. Promotes teamwork within the Credit Union and actively seeks solutions to issues related to member and internal owner expectations., • Actively participates in other Credit Union duties, functions, committees, and events as may be reasonably requested, or on a volunteer basis., • Provides informed, prompt, professional and accurate communication, service and support to all members and internal owners., • Participates in Business Development activities developed through team initiatives and as directed by the Member Relationship Manager., • Ability and drive to establish and nurture professional business relationships with internal and external members, industry professionals, partners, association groups, service vendors, and other parties as necessary and appropriate in support of Credit Union programs., • Achieve and maintain a thorough knowledge of all Credit Union products/services and delivery channels, trends in the Credit Union industry as well as credit union regulations, policies and procedures., • Participates in the Credit Union’s future by offering constructive suggestions that may attract new members and/or enhance product penetration., • Continually identifies and participates in internal and external educational programs, schools and/or conferences to continually develop greater knowledge and expertise Lending programs and analytics. Takes initiative for personal career development and seeks opportunities to learn new skills., • Reports all suspected fraud activity immediately to the appropriate department., • Travel will be required. Valid driver’s license and/or reliable and occasional spontaneous transportation is required., • Flexible hours including evenings and Saturdays as necessary to meet established goals. Qualifications, Skills and Experience: • Associate degree from accredited college or university with a specialized course of study at a business or trade school is required. Bachelors’ degree preferred., • 2-5 years of similar or related experience in a similar or related position in addition to one year of progressively responsible leadership experience is required., • Exhibits a professional level of self-direction and autonomy. Diversified procedures, specialized job standards, and specific policies, as well as agreed upon objectives, deadlines and priorities require analytical ability, judgment, and time management skills., • Possesses a significant level of trust, credibility, and diplomacy. In-depth dialogue, conversations and explanations with members and outside vendors will be required. Communications may involve motivating, influencing, educating and/or advising others on matters of significance in one-on-one and in small group situations. Proven ability and maturity to handle confidential/sensitive information in a professional manner is required., • Responsible to produce financial or strategic results that are expected to have a minor impact on current organizational outcomes and/or would only impact a small segment of members or internal owners., • The position requires confident leadership abilities. This individual will be instrumental in maintaining effective teamwork among both peers and direct reports., • Exceptional member service skills, relationship focused approach, and product and service knowledge are required., • Must adapt well to new or non-traditional environments and the changing needs of the organization as well as display a commitment to the community, to increasing member engagement and to Northern’s objectives., • Must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends., • A full working knowledge and ability to utilize a broad range of PC-based software programs, including Microsoft Office Suite and other internal database Physical Activities and Requirements of this Position: Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Talking: Especially where one must frequently convey detailed or important Instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motions: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate office equipment. Physical Strength: Sedentary work; sitting most of the time. Working Conditions: No hazardous or significantly unpleasant conditions. Mental Activities and Requirements of this position: Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission. Markup and selling price; and ratio, proportion, and percentage. Able to Perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicate at panel discussions, and make professional presentations. Compensation: The base pay range for this position is $64,253.88 - $81,285.03. Exact offers will be determined based on job-related knowledge, skills, and experience

Job Description:\n\nPOSITION OBJECTIVE:\nThrough the lens of Northern’s Leadership Principles, this leader is responsible for inspiring, developing, and leading the Business Development Professionals within their assigned area of responsibility. Responsibilities include enthusiastically role modeling the member advocacy philosophy and taking pride in being the Standard of Excellence, ensuring the team positively represents Northern in the community while driving growth of credit union members and, products and services. This leadership role is responsible for growth of product and services for both consumer and business members as it relates to bringing on employees of targeted businesses. The Business Development Manager will mentor, develop, and provide guidance and support to ensure highly engaged, people-focused internal owners that consistently exceed expectations. This leader will strengthen Northern’s culture by executing strategies and planning resources that successfully enable Northern to be profitable, efficient, and well capitalized in support of Northern’s culture, mission, vision, and strategic direction.\nESSENTIAL JOB FUNCTIONS:\nProactively serves as the role model and demonstrates individual commitment to Northern’s growth by:\n-Elevating leadership through a humble, hungry and people smart approach to coaching and mentoring teams.\n-Exhibiting high energy, a positive attitude, creativity, and passion for consistently delivering exceptional member service. \n-Maintaining an active, positive, professional image and reputation for Northern in the community while spreading the Ownership philosophy internally and externally. \n-Researching, developing, and recommending enhancement plans to further promote our Credit Union Culture and to deliver solutions to become the Standard of Excellence. \n -Advocating and role modeling cross-department communication and collaboration by inviting owner participation on teams, listening to owner ideas, holding meetings, and publishing regular announcements. \n-Effectively encouraging individual and group input, listening to ideas, and recognizing behavior and actions that support Northern’s Core Values, Mission and Vision. \n -Maintaining strict confidentiality of all transactions, member information and Credit Union documentation.\nStrengthens Northern’s people-first culture by providing inspirational leadership that leads to an engaged workforce enabling our organization to be profitable, efficient, and well capitalized while demonstrating and creating an “Ownership” atmosphere by:\n-Establishing and communicating clear performance standards along with creating an understanding of the “Why” of the shared vision, developing the team, and holding each team member accountable to be effective with delivering outstanding service to internal and external owners.\n-Consistently role modeling the complete team player mentality while providing leadership that progressively builds confidence and inspires team members to challenge boundaries in pursuit of reaching their maximum potential.\n-Effectively communicating team achievements and successful service accomplishments to internal owners, rewarding team members who deliver upon well-executed plans, inspiring the organization, team, and individual goals to ensure that all actions are driven by positive initiatives.\n-Leading and motivating team members by providing direction on day-to-day tasks in establishing department goals and objectives that meet/exceed the needs of our internal owners, as the primary focus of knowing that consistent outreach and members helped, will follow as a byproduct.\n-Assisting in the overall direction of the team through actions including hiring, department scheduling, one on ones, team huddles, training, meetings, projects, and following department budget requirements to meet short and long-term goals of the Credit Union.\n-Proactively educating Internal and External Owners through effective communication and training to increase knowledge of Business Development initiatives, outreach, and programs.\nActively planning, development and implementation of effective Business Development strategies and programs by:\n-Effectively collaborating with all levels of the organization to establish long and short term strategic objectives.\n-Leading with a strategic mindset in demonstrating a clear understanding of Northern’s member base and current expansion strategies to best identify new opportunities to grow organic partnerships.\n-Proactively leading the creation and execution of an annual comprehensive business development plan.\n-Researching and analyzing environmental, competitive, and business conditions that affect organizational success. -Partnering with the VP Marketing, Business Development and Digital Engagement, ensuring that business development plans, goals, and strategies support established Credit Union-wide objectives. -Formulating and helping manage the business development budget. -Tracking actual versus planned results and reports monthly performance. Instituting corrective measures when necessary.\nEffectively identifies, develops, and maintains relationships with external business partners in order to meet Credit Union objectives through:\n-Driving tangible results as a working manager through referrals and direct production goals for new consumer deposit accounts opened, and new consumer loans opened, all products and service through new and existing SEGS/Business partnerships established through employee onboarding.\n-Regularly achieving individual and organizational sales goals through all available channels.\n-Developing and executing a comprehensive contact program for middle market businesses.\n-Partner with MR and Commercial Leadership teams to plan and execute a strategy focused on growth for the credit union through new account adoption and SEG/business partnership development.\n-Effectively growing, cultivating and monitoring relationships with business partners in chartered community while growing Northern’s product and service base.\n-Proactively coach and observe Business Development team member(s) ensuring an in-depth understanding and ability to clearly articulate Northern’s products and services, market positioning and competitive advantage.\n-Ensuring Business Development team members accurately capture and report business referrals and activities in order to improve market penetration and profitability through Northern’s CRM and Core Process systems.\n-Proactively partners with Relationship Center Leadership and other department leaders to identify and cultivate business opportunities with new and existing member, business, and community relationships,\n-Effectively establishes referral partnerships for Member Relations, Home Lending, Commercial Lending, ensuring a positive servicing experience.\n-Consistently monitoring the local business environment to identify opportunities for future partnerships, as well as product and delivery channel expansion.\nDevelops and executes effective community relations strategies by:\n-Partnering with Member Relationship Leadership in conducting financial seminars and workshops in the local community for local business, organizations, and membership.\n-Partners with Commercial lending as needed and meets with business members’ at their place of business to learn about their industry, identify business owner and employee needs, and provide trusted advisor guidance for need-based solutions.\n-Ensures team members are representing Northern, focused on business development goals, in the communities we serve at events with mutual value.\n-Take advantage of opportunities that Northern’s charitable giving presents and sharing opportunities for community involvement, in coordination with the VP of Marketing, Business Development and Digital Engagement, with the Donations Committee for consideration and approval.\n-Request marketing team support, in coordination with the VP of Marketing, Business Development and Digital Engagement, as needed for planning events related to business development goals.\n-Evaluate the impact and results of you and your team members participation in community events.\n-Proactively seeking opportunities to partner with community organizations to generate goodwill and awareness of Northern and partnering with the VP of Marketing, Business Development and Digital Engagement to bring them to the Marketing Committee and/or Donations Committee for consideration and approval.\nOTHER JOB FUNCTIONS:\n-Ownership Pride, promotes Northern's Core Values throughout the organization. Promotes teamwork within the Credit Union and actively seeks solutions to issues related to member and internal owner expectations.\n-Actively participates in other Credit Union duties, functions, committees, and events as may be reasonably requested, or on a volunteer basis.\n-Provides informed, prompt, professional and accurate communication, service and support to all members and internal owners.\n-Ability and drive to establish and nurture professional business relationships with internal and external members, industry professionals, partners, association groups, service vendors, and other parties as necessary and appropriate in support of Credit Union programs.\n-Achieve and maintain a thorough knowledge of all Credit Union products/services and delivery channels, trends in the Credit Union industry as well as credit union regulations, policies and procedures.\n-Identifies and participates in educational programs such as Cornerstone online training resources, schools and/or conferences to continually develop greater knowledge and expertise in commercial and home lending. Takes initiative for personal career development and seeks opportunities to learn new skills.\n-Reports all suspected fraud activity immediately to the appropriate department.\n-Travel will be required. Valid driver’s license and/or reliable and occasional spontaneous transportation is required.\n-Due to outside sales responsibilities, this position requires outside business development activities in addition to telecommuting from a home based office.\n-Flexible hours including evenings and Saturdays and Sundays as necessary to meet established goals.\n \nQUALIFICATIONS, SKILLS AND EXPERIENCE\n-Bachelor’s degree in Business Administration, Business Marketing or related field is required.\n-5+ years of leadership experience in Sales and/or Business Development is required.\n-Proficient understanding and knowledge of the financial industry is required.\n-Proven ability and maturity to handle confidential/sensitive information in a professional manner is required.\n-Ability to complete work quickly and accurately while achieving effective results in a fast-paced environment. Ability to prioritize a wide range of responsibilities, handle multiple tasks and projects accurately and completely while meeting conflicting deadlines.\n-Must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends.\n-Must adapt well to new or non-traditional environments and the changing needs of the organization as well as display a commitment to the community, to increasing member engagement and to Northern’s objectives.\n-A full working knowledge and ability to utilize a broad range of PC-based software programs, including Microsoft Office Suite and other internal database programs.\nPhysical Activities and Requirements of this Position\nFinger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.\nTalking: Especially where one must frequently convey detailed or important Instructions or ideas accurately, loudly, or quickly.\nAverage Hearing: Able to hear average or normal conversations and receive ordinary information.\nRepetitive Motions: Movements frequently and regularly required using the wrists, hands, and/or fingers.\nAverage Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate office equipment.\nPhysical Strength: Sedentary work; sitting most of the time (almost all office jobs)\nWorking Conditions: No hazardous or significantly unpleasant conditions. (Such as in a typical office)\nMental Activities and Requirements of this Position\nReasoning Ability:\nAbility to apply logical or scientific thinking to define problems, collect data,establish facts, and draw conclusions.\nAble to interpret a variety of technical instructions and can deal with multiple variables.\nMathematics Ability:\nAbility to compute discount, interest, profit, and loss; commission\nMarkup and selling price; and ratio, proportion, and percentage. Able to perform simple algebra.\nLanguage Ability:\nAbility to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.\nAbility to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.\nAbility to conduct training, communicate at panel discussions, and make professional presentations.\nCompensation:\nThe base pay range for this position is $73,309.29 - $92,740.67 annually. Exact offers will be determined based on job-related knowledge, skills, and experience

Job Description POSITION OBJECTIVE: Through Humble, Hungry, and People Smart attributes, the Member Relationship Specialist develops towards becoming a trusted, world class advisor that is responsible for delivering an exceptional member experience and providing personalized financial solutions to meet the needs of our members. By developing strong relationships through needs-based conversations, the Member Relationship Specialist will open, close and maintain new accounts and perform a variety of financial transactions ensuring our members receive convenient, seamless, and customized services that align with their financial goals and dreams in accordance with Northern?s mission, vision, and strategic direction. ESSENTIAL JOB FUNCTIONS: • Proactively serves as a role model and demonstrates individual commitment to Northern?s Ownership philosophy by:, • Exhibiting high energy, a positive attitude, creativity, and passion for member service., • Maintaining an active, positive, professional image and reputation for Northern in the community while spreading the Ownership philosophy internally and externally., • Engaging in the recommendation, research, development, and implementation of enhancements to further promote Northern?s Culture and the Standard of Excellence for Member Service., • Keeping open communication alive by inspiring owner participation on teams, listening to owner ideas, holding meetings, and publishing regular announcements., • Committing to improve our engagement with local communities within our chartered areas., • Establishes and retains relationships with members and potential members by providing trusted advice in every member service experience by:, • Consistency welcoming and greeting all members and visitors professionally and courteously, identifying members personally, building rapport through personalized relationship building conversations., • Consistently maintaining focus on members, practicing active listening, and avoiding interruptions., • Proactively asking open-ended questions to understand member needs, altering their approach to member preferences, and ensuring accurate member applications and account opening documentation., • Demonstrating knowledge and understanding of all new membership and account types including custodial/minor accounts, living trusts, representative payees, and business accounts, etc., ensuring account opening and maintenance requirements are accurately completed in accordance with Credit Union policies, procedures, and regulatory agency requirements., • Accurately performing transactions, member servicing requests (i.e., ACH, Wires, Fraud Disputes, notaries, etc.) and the conversations of products and services that lead to the most successful relationships., • Promoting and expanding relationships by developing relationships and advising on the benefits of credit union services such as digital services, debit and credit cards, checking, savings and loans., • Initiating follow up and outbound calls with members based on Northern?s goal expectations and marketing promotions., • Accurately completing documentation, tracking, and updating member contact information, account records, and maintenance requests across all member accounts throughout the day, using Northern?s CRM 360 tool., • Building meaningful member relationships and positively impacting each interaction while supporting the department in achieving performance goals captured in scorecards, supporting business plans and service expectations., • Demonstrates commitment to continuous improvement by proactively requesting and integrating feedback from leadership, trainers and mentors., • Maintaining strict confidentiality in accordance with Northern?s Confidentiality Policy., • Demonstrates increased member awareness usage of alternative and convenient service delivery channels by:, • Effectively tailoring approach in assisting with managing traffic flow by referring members to appropriate Member Relations staff based on the member?s preferred delivery channel., • Identifies and refers members to the appropriate teams for additional support: NFS for financial planning advice, Home Lending for mortgage referrals, Credit Solutions for concerns with late loan payments etc., • Demonstrates knowledge of Smart Office technology by ensuring all members are comfortable and understands the expectations of this process and next steps., • Enhances the member?s knowledge of services by demonstrating, educating, and explaining the use and benefits of alternative solutions such as live assist with Northern Advance ATMs and video banking., • Supports relationship center operation needs through efficient processes by:, • Performing opening and closing Relationship Center processes, ATM cash replenishment, Peer balancing; and vault balancing., • Effectively orders the appropriate amounts of cash for the Relationship Center ensuring recyclers and ATMs are replenished to meet member service levels., • Maintains proper documentation of all currency received and disbursed for the Relationship Center vault and recyclers., • Completes periodic audits of Relationship Center recyclers, ATMs, debit cards, coin machine and vault fine counts., • Demonstrates knowledge in all areas of Credit Union operations, products, services, policies, guidelines, procedures, and both federal and state regulations., • Reports all suspected fraud activity immediately to the appropriate department and assists with the investigation of the fraud. OTHER JOB FUNCTIONS: • Through Ownership Pride, promotes Northern's Core Values throughout the organization. Promotes teamwork within the Credit Union and actively seeks solutions to issues related to member and internal owner expectations., • Must be technologically savvy especially as it relates to self-service options and keeps abreast of evolving consumer needs and trends., • Provides informed, prompt, professional and accurate communication, service and support to all members and internal owners., • Maintains knowledge of responsibilities and functions of the departments within the credit union., • Continually identifies and participates in educational programs such as Cornerstone online training resources, schools and/or conferences to develop greater knowledge and expertise in member service. Takes initiative for personal career development and seeks opportunities to learn new skills., • Hybrid work environment available following new account certification., • All other duties as assigned QUALIFICATIONS, SKILLS AND EXPERIENCE • High School graduate or equivalent., • 6 months to 2 years Customer Service Experience, Financial Services Experience is required., • NYS Notary Public commission is preferred., • Exceptional member service skills are required: Relationship focused approach, product and service knowledge, attention to detail, adherence to operational policies and procedures., • Ability to maintain the highest degree of professionalism, even under the most trying of situation., • Ability to work in a fast paced, relationship -building environment., • Ability to effectively present information one-on-one and in small group situations., • Ability to work independently, while working as part of the team., • Ability to calculate figures and amounts such as discounts, interest, percentages and to interpret reports., • Proficiency with a PC and PC software, demonstrated knowledge of and proficiency with MS Office Suite, Outlook, and various internet browser environments required. Physical Activities and Requirements of this Position: Finger Dexterity: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Talking: Especially where one must frequently convey detailed or important Instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motions: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate office equipment. Physical Strength: Sedentary work; sitting most of the time (almost all office jobs). Lifting of coin bags as needed. Working Conditions: No hazardous or significantly unpleasant conditions. (Such as in a typical office) Mental Activities and Requirements of this Position: Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data, establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission Markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicate at panel discussions, and make professional presentations. Compensation: The base pay range for this position is $20.03 - $25.34 per hour. Exact offers will be determined based on job-related knowledge, skills, and experience

Job Title: B2B Sales Representative / B2B Sales Manager Company: Wholesale Payments Job Type: Full-Time, Commission-Based (with Draws & Bonuses) Expected Earnings: * Year 1: $60,000 – $90,000+ • Year 2+: $120,000 – $160,000+ (Uncapped) About the Opportunity Are you driven, dynamic, and ready to take control of your financial future? At Wholesale Payments, we are a premier provider of B2B financial technology and business optimization solutions. We are expanding our footprint and seeking enthusiastic B2B Sales Representatives and experienced B2B Sales Managers to connect with local and regional business owners, helping them streamline operations and cut overhead costs. Whether you are looking to build a high-income corporate sales career or step into a leadership role managing a regional sales team, we provide the infrastructure, pre-set appointments, and training to ensure your success. Why Choose Wholesale Payments? (The Perks) We offer one of the most aggressive and transparent compensation structures in the B2B industry: • Massive Upfront Wealth: Generous upfront commissions ranging from $600 to $3,000 per account., • True Passive Income: A 50% true residual split—build a portfolio that pays you monthly long after the initial sale., • Stability & Support: Paid training, robust CRM tools, and financial draws available (upon approval)., • Peace of Mind: Health insurance options available once qualified., • Inbound Help: Dedicated appointment setting support to help fill your pipeline. Our B2B Solutions Portfolio (What You’ll Be Offering) You will be providing an all-in-one business success toolkit to help B2B clients grow and save money: • Cost-Reduction Software: Dual Pricing & Cash Discount Programs (a massive, high-demand selling point for businesses today)., • Business Growth Tech: Merchant marketing platforms, customer engagement/tracking tools, and e-commerce solutions., • Operational Solutions: Point of Sale (POS) systems, payroll solutions, and smart terminal placements., • Financial Services: Business cash advances and flexible commercial lending solutions. What We Are Looking For: • A self-motivated, entrepreneurial mindset with a hunger for financial growth., • Strong communication, relationship-building, and B2B networking skills., • For the Manager role: A proven track record in B2B sales leadership and a passion for coaching/mentoring a team., • Experience in B2B sales, payroll, software, or account management is a plus, but not required (we will fully train the right candidate!). How to Apply Ready to embark on a highly rewarding B2B sales journey? Don't let your resume get lost in the stack. 👉 Apply directly by emailing your resume to Meg Buchanan at:

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)

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

About Drive TPO Drive TPO helps mortgage brokers move faster, compete smarter, and close more business through competitive products, responsive support, practical technology, and a team that understands the wholesale mortgage space. Position Summary The Account Executive is responsible for developing new wholesale broker relationships, growing production within an assigned territory, and supporting existing broker partners. This role focuses on building a strong B2B pipeline, driving account activity, educating partners on Drive TPO products and processes, and serving as a trusted resource for brokers. Responsibilities • Solicit, develop, and manage a prospective B2B client pipeline., • Build and maintain strong relationships with wholesale broker partners and prospective accounts., • Develop tactical sales strategies to maximize production opportunities and increase market share., • Manage pipeline activity and maintain acceptable performance metrics as determined by Drive TPO., • Monitor approved account activity, focusing on production, wallet share, relationship quality, and market-share growth., • Engage current and prospective broker partners through phone, email, direct marketing, social media, video meetings, and in-person meetings when appropriate., • Use CRM tools and prescribed sales metrics to manage outbound activity, track engagement, and improve results., • Identify opportunities to improve client experience, internal workflows, and overall efficiency., • Communicate regularly with operations, underwriting, fulfillment, and support teams to help resolve issues and support broker success., • Provide market intelligence, competitive feedback, and product insights to leadership., • Maintain strong knowledge of industry trends, lending guidelines, company bulletins, training materials, and wholesale mortgage updates., • Serve as a subject matter expert on Drive TPO policies, procedures, products, guidelines, and technology., • Conduct individual and group presentations by phone, video, or in person to present Drive TPO’s processes, products, and technology platforms., • Share ideas, strategies, and best practices with the team and serve as a peer mentor when needed. Qualifications • Minimum 2 years of recent experience as a wholesale Account Executive., • Proven production history and established broker relationships., • Knowledge of Non-QM loan products and guidelines., • Knowledge of jumbo, agency, and government loan programs., • Excellent networking, relationship-building, and negotiation skills., • Strong verbal, written, and interpersonal communication skills., • Detail-oriented, organized, disciplined, and able to manage multiple priorities., • Ability to learn quickly and apply product, guideline, and process knowledge in a fast-paced environment., • Ability to work remotely while establishing, maintaining, and growing broker relationships through phone, email, video, social media, and in-person meetings when appropriate., • Self-motivated with a strong sense of ownership, urgency, and accountability. Education High school diploma or equivalent required; college degree preferred. Work Authorization Must be able to verify identity and employment eligibility to work in the United States. Other Duties This job profile is not intended to be an all-inclusive list of duties and responsibilities. The employee may perform additional related duties as assigned to meet the needs of the organization. Equal Opportunity Employer Drive TPO is an Equal Opportunity Employer committed to workforce diversity. Qualified applicants will receive consideration without regard to race, religion, creed, color, national origin, age, veteran status, disability status, marital status, sex, sexual orientation, gender identity, gender expression, or any other status protected by applicable law.

MUST READ - IMPORTANT NOTE FOR ALL APPLICANTS: Applicants are required to submit an introductory video to the Loan Mountain Capital Hiring Team to be considered for the position. Please send a 3-minute Loom video with subject line "Sales Development Representative" covering the following topics to : • A brief overview of your background and relevant experience, • Why you believe you’re a strong fit for this role, • Specific examples of deals you’ve closed - including volume, deal size, and your exact role in the process, • Proof of performance and accomplishments (e.g., quotas achieved, rankings, revenue generated, awards, or any measurable results) Company Description Loan Mountain Capital is a fast-growing private real estate lender providing financing to real estate investors, fix and flippers, and new home builders across the United States. With more than $2 billion funded across 4,500+ projects, we combine the experience and resources of an established lender with the responsive, relationship-driven approach of a local lending partner. We specialize in financing for fix & flip, new construction, and rental properties, providing fast, flexible capital designed to help real estate investors move quickly and confidently. With a growing nationwide platform, deep industry expertise, and a borrower-first approach, we are building a premier private lending company focused on long-term relationships, exceptional service, and continued growth. Role Description Loan Mountain Capital is seeking a highly motivated and results-driven Sales Development Representative to join our team. The SDR will play a critical role in generating new business opportunities by identifying, engaging, and qualifying potential clients. This position offers an exciting opportunity to directly contribute to the growth and success of Loan Mountain Capital. Flexible schedule with core availability between 8 AM and 5 PM CST. Key Responsibilities: Prospecting and Lead Generation: • Utilize various channels such as cold calling, SMS outreach, and email outreach to identify and qualify potential candidates., • Cultivate strong relationships with prospects and maintain ongoing communication to nurture leads through the sales funnel. Educational Consultation / Customer Service: • Serve as a knowledgeable resource on our lending products, processes, and criteria., • Educate prospects on the benefits and advantages of our programs., • Provide exceptional customer service to borrowers and stakeholders, addressing their concerns and inquiries promptly., • Maintain a professional and helpful attitude while interacting with borrowers. Pipeline Management: • Manage and prioritize a high volume of leads & deals by efficiently using our CRM., • Track interactions, document progress, and update lead statuses to ensure accurate reporting and forecasting., • Gather application information from prospects to move forward with the sales process. Collaboration and Teamwork: • Partner with other Account Executives to coordinate outreach efforts and share insights for deal negotiation., • Collaborate with other departments to ensure efficiency throughout the full sales cycle. Qualifications: • Bachelor's degree in finance, business, or a related field preferred., • At least 1-2 years of cold calling experience., • 1-2 years of hands-on experience managing and working with CRM platforms., • Proven track record of success in sales, lead generation, or customer service roles., • Excellent communication skills, both verbal and written, with the ability to articulate concepts clearly and persuasively., • Strong interpersonal skills and the ability to build rapport quickly with diverse clientele., • Strong analytical and problem-solving abilities., • Attention to detail and a commitment to accuracy., • Goal-oriented mindset with a passion for exceeding targets and driving results., • Knowledge of real estate markets and property management is a plus., • Prior experience in the financial services industry, particularly in real estate or lending, is a plus. Compensation includes a base salary plus commission, with an expected OTE of $75K - $100K

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.

Job Description Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The 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: Advanced Credit Analysis & Underwriting • 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. Transaction & Relationship Support • 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. Credit Quality, Escalation & Boundaries • 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. Problem Credit Support • 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. Professional Contribution • 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. Qualifications 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.

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.

Member First Mortgage is hiring a Bankruptcy & REO Specialist to join our expanding Default team! In this remote role, you’ll play a key part in supporting our Default operations by maintaining accurate reconciliations, financial records, and reports. You’ll enjoy the flexibility of working from home while also building meaningful connections with our in-office team. If you're looking to grow your career in a collaborative, family-oriented environment, we’d love to hear from you! Founded on the credit union philosophy of 'People Helping People', we have become the trusted full-service mortgage provider to over 250 credit unions across the U.S. This philosophy, along with our core values of honesty and integrity, make careers with Member First Mortgage dynamic and rewarding through our friendly and family-oriented culture that is dedicated to the growth and success of our employees. Benefits We Offer: • Generous and competitive healthcare packages, • Employer paid short-term and long-term disability, • Employer paid Life Insurance, • 100% Employer paid Vision, • 401K Plan with match, • 20 days PTO - no waiting periods!, • Fun and collaborative team environment Responsibilities: • Strong knowledge and hands-on experience in Mortgage Servicing, including loan boarding, payment processing, escrow management, and account reconciliation., • Practical understanding of Bankruptcy Law and procedures (Chapters 7, 11, 13), with experience handling court filings, plans, and compliance requirements., • Experience managing Defaults and delinquent accounts, with the ability to assess risk, follow loss mitigation guidelines, and adhere to investor and regulatory standards., • Background in Finance and Loans, including interpretation of loan documents, amortization schedules, and the impact of bankruptcy on loan performance., • Attention to detail, strong analytical and organizational skills, and the ability to work with confidential information in a highly regulated environment., • Effective written and verbal communication skills, with the ability to collaborate with legal counsel, internal departments, and external stakeholders., • Proficiency with mortgage servicing platforms and standard office software; familiarity with compliance and reporting tools is beneficial., • Preferred: Experience in mortgage servicing, banking, or financial services; coursework or certification related to law, finance, or mortgage lending. Qualifications • 3 - 5 years of similar of related experience, • Knowledge and experience with MFM and CU investor guidelines and processes., • Knowledge and experience with FHLMC, FNMA, FHA, RH, VA and other know program guidelines and processes (MSHDA, etc.), • Knowledge of different state foreclosure, bankruptcy, and REO requirements., • Excellent organizational skills and attention to detail., • Knowledge of personal finance and basic budgeting principles., • Professional written and verbal communication and interpersonal skills. If you are looking for a company that is dedicated to your success and is ethically motivated to help others, we encourage you to apply!

Job Description At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an opportunity as part of our finance team. VP, Director of Finance We are seeking an experienced Director of Finance to lead the financial management, strategy, and planning of the bank. This role oversees budgeting, forecasting, asset/liability management (ALM), revenue growth strategies and regulatory financial reporting, while providing strategic insights to executive leadership. The Director ensures the bank maintains strong financial health, regulatory compliance, and sustainable profitability. The successful candidate will have a blend of financial strategy, regulatory compliance and strong leadership skills. They will have a graduate degree in Accounting or Finance. A minimum of 15 years’ progressive experience required. Prior financial institution experience and CPA strongly preferred. For over 109 years Solvay Bank has been dedicated to our customers and community. Join us and enjoy the many rewards; matched 401(k) retirement savings, health and dental coverage, and more. Internal applications must be submitted by 06/24/2026 Solvay Bank is an EOE/AA/Disability/Veteran https://dol.ny.gov/system/files/documents/2023/06/p690-your-rights-as-an-employee-to-express-breast-milk-at-work-.pdf https://dol.ny.gov/system/files/documents/2022/02/ls740_1.pdf Job Title: Director of Finance Position Summary The Director of Finance is responsible for supporting the financial strategy, planning, and performance management of the bank. This role oversees budgeting, forecasting, asset/liability management (ALM), revenue growth strategies and regulatory financial reporting, while providing strategic insights to executive leadership. The Director ensures the bank maintains strong financial health, regulatory compliance, and sustainable profitability. Key Responsibilities Financial Strategy & Executive Partnership • Partner with the CFO, to develop and execute financial strategies aligned with the bank’s growth objectives, • Provide actionable insights on profitability, liquidity, capital planning, and balance sheet optimization, • Support strategic initiatives including loan growth, deposit strategies, and product pricing Financial Planning & Analysis (FP&A) • Lead the annual budget, multi-year financial plan, and rolling forecasts, • Analyze key drivers of bank profitability, including net interest margin (NIM), non-interest income, and expense management, • Develop and maintain financial models to support lending, deposit growth, and investment strategies, • Prepare and present financial performance reports to executive leadership and the Board of Directors Asset/Liability Management (ALM) • Oversee ALM processes, including interest rate risk analysis and balance sheet positioning, • Monitor liquidity, funding strategies, and capital adequacy, • Partner with Treasury and ALCO to optimize earnings while managing risk, • Utilize ALM models and scenario analysis to inform decision-making and investment strategies Accounting & Financial Reporting • Oversee preparation of accurate and timely financial statements in accordance with GAAP, • Ensure integrity of the general ledger and financial reporting systems, • Manage month-end, quarter-end, and year-end close processes, • Manage oversight of all reserves, Allowance for Credit Losses (ACL) and loan modifications and accounting considerations Regulatory Reporting & Compliance • Ensure timely and accurate completion of all required regulatory filings (e.g., Call Reports), • Oversee all monthly, quarterly and annual financial reporting requirements, • Maintain compliance with applicable banking regulations and internal controls, • Oversee internal and external audits and regulatory examinations, • Stay current on changes in banking regulations and accounting standards Capital & Liquidity Management • Monitor capital ratios and support capital planning strategies, • Oversee liquidity management, cash flow forecasting, and funding sources, • Provide analysis on dividend strategy, capital deployment, and stress testing Team Leadership • Lead and develop the finance and accounting team, • Establish clear goals, accountability, and performance expectations, • Promote a culture of collaboration, accuracy, and continuous improvement Process & Systems Optimization • Evaluate and enhance financial systems, reporting tools, and data analytics capabilities, • Drive automation and efficiency in financial reporting and planning processes Qualifications Education & Experience • Bachelor’s degree in Finance, Accounting, or related field (MBA preferred), • CPA strongly preferred, • 15+ years of progressive finance experience, with significant experience in banking or financial services, • Demonstrated experience with ALM, regulatory reporting, and bank financial performance management Skills & Competencies • Deep understanding of banking financial metrics (NIM, ROA, ROE, efficiency ratio), • Strong knowledge of banking regulations, Call Reports, and compliance requirements, • Expertise in financial modeling, tax planning, forecasting, and balance sheet analysis, • Experience with ALM software and financial reporting systems, • Strong leadership, communication, and presentation skills, • Ability to translate complex financial data into actionable insights Preferred Experience • Experience working directly with Asset/Liability Committee (ALCO), • Familiarity with CECL (Current Expected Credit Loss) methodology, • Experience in community or regional banking environments, • Exposure to loan portfolio analytics and deposit pricing strategies

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 Overview At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we’re committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities The Branch Supervisor directly supervises the staff and operations of a small branch, or may work with a Branch or District Manager to provide supervision of staff and operations at one or more locations in need of additional oversight. The Branch Supervisor coordinates specific branch goals with the Branch or District Manager, supervises branch personnel, ensures office compliance with operating policies and procedures, provides required periodic reports and may have lending authority. Works directly with staff to provide an optimal customer experience. Essential Responsibilities: • Directly supervises the branch office and performs or delegates a variety of duties including oversight of branch service operations to include approval of transactional overrides; branch general ledger accounts; vault and drawer audits; approval of overdrafts; control of negotiable supplies; cash management, ordering and shipments; ATM balancing and maintenance; ensuring proper branch security measures are in place; preparation of regulatory, internal and operational reports; participation with audits of key branch functions, • Works with management in establishing growth, sales, and profit objectives for the office; provides input to these objectives and to the manner in which performance will be measured and controlled, • Solicits new business from current and prospective customers; maintains ongoing business relationships with customers to optimize additional cross-selling opportunities, • Monitors individual sales and customer service performance against goals and discusses performance with manager on a frequent basis, • Maintains thorough knowledge of features and benefits of all consumer products and services to ascertain customer needs and to fill those needs, • Monitors the progress of staff members and assists them with questions or problems, conducting regular staff meetings to keep all informed, • Opens and maintains deposit accounts in accordance with bank procedures, • May make loans to customers with oversight as appropriate, • Directly supervises assigned personnel as follows:, • Assists in the selection of new personnel, • Coordinates orientation and training of new personnel, • Reviews employee performance throughout the introductory period and on a regular basis thereafter, • Manages and maximizes performance levels of staff members through regular feedback; takes appropriate actions for performance improvement, • Organizes, schedules, and distributes work among staff, • Keeps personnel informed of pertinent policies and procedures and creates an atmosphere in which upward communication from staff is encouraged, conducting regular staff meetings to enhance employee engagement and desired level of customer service, • Administers personnel policies and procedures, • Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all training requirements in a timely manner, • Model and hold staff accountable for upholding the core values of the Company: Integrity, Humility, Teamwork, and Excellence, • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels Ancillary Duties: • As an integral member of the branch staff this position is responsible to assist wherever necessary to ensure that the branch and the Bank achieve goals, including filing in as needed with any transactions and customer inquiries., • May be called upon to travel to other branches in the area to provide support as needed and to ensure proper staffing levels. Qualifications Education, Training and Requirements: • A.A.S. Degree of equivalent; specialized banking education and training, • Valid driver license and reliable transportation Skills: • Excellent interpersonal skills, including listening, persuading and motivating, • Excellent verbal and written communication skills, • Accurate and proficient math skills, • Attention to detail, • Clear thinking and ability to remain focused, • Must be able to consistently demonstrate the Company’s core values: Integrity, Humility, Teamwork and Excellence, • Internal product knowledge and teller training (provided after hire) Experience: • Minimum four (4) years’ experience in related positions normally required, • All applicants must be 18 years of age or older 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).

Job Description EverPeak Recruitment is conducting a search for a motivated and relationship-driven Mortgage Loan Officer on behalf of a well-established, highly respected financial institution in the Central New York market. This organization offers the stability and resources of a large institution combined with a strong community-focused culture and commitment to employee success. This is an excellent opportunity for a mortgage professional who enjoys business development, community engagement, and helping clients navigate the home financing process. The position offers strong referral networks, internal support, and uncapped earning potential. • Average first-year earning potential of $100K+ based on performance, • Base salary plus uncapped commission structure Key Responsibilities • Develop new mortgage lending opportunities through networking, referrals, and community outreach, • Build and maintain relationships with real estate professionals, business partners, and clients, • Guide borrowers through home financing and refinance options while delivering excellent customer service, • Review financial and credit information to support loan qualification and application accuracy, • Maintain a strong pipeline of lending opportunities and meet production goals, • Ensure complete and compliant loan documentation throughout the lending processQualifications, • Experience in mortgage lending, banking, financial services, or relationship-driven sales preferred, • Strong communication, networking, and customer relationship skills, • Ability to work independently in a goal-oriented environment, • Knowledge of residential lending products and credit evaluation processes preferred Benefits • Medical, dental, and vision coverage, • 401(k) with employer match, • Paid time off, holidays, personal time, and birthday time off, • Tuition reimbursement and professional development support, • Employee appreciation events and recognition programs, • Company-paid life insurance and disability coverage If you are a driven mortgage lending professional looking for a long-term opportunity with strong earning potential and a supportive culture, we would welcome a confidential conversation.

We buy the practice. The clinician still runs it. Kindwell Partners is a management services organization (MSO) that partners with and acquires behavioral health group practices across the country. Our founders stay on to lead their practices clinically. We provide the engine behind them: finance, billing, operations, technology, recruiting and growth. Each practice keeps its local name and its culture. Kindwell makes it easier to run, more profitable and able to grow. We're a small, fast-moving team growing across several states. Everyone here builds systems, owns outcomes and cares about clinicians being able to do their best work. Type: Fractional contract, about 10–20 hours a week to start · Location: Remote (US), occasional travel to Dallas and practice sites · Reports to: CEO The role Kindwell is adding practices quickly, and we need a finance leader who can make the numbers airtight as we grow. You'll own the financial architecture across a multi-entity platform: the MSO, each practice we acquire and our investment vehicles. Founding Directors, investors and lenders all rely on our numbers. You'll make sure they can. What you'll own • Multi-entity close and reporting. Monthly close, consolidated and entity-level financials, and a reporting calendar that runs on time., • MSA fee and earn-out calculations. Management-fee billing under our services agreements and performance-based earn-out calculations for Founding Directors. They must be accurate, documented and defensible., • Deal finance. Quality-of-earnings style review for acquisition targets, valuation models, debt restructuring analysis and the funds flow at closing., • Capital and investor reporting. Investor updates, cap table accuracy, lender relationships and covenant tracking., • Cash and forecasting. 13-week cash forecast, annual budget and a platform model that updates as practices are added., • Team and systems. Pick and oversee our accounting stack and outside CPA, and set the finance structure that a future controller and staff accountant will run. What you bring • 10+ years in finance leadership, including CFO or VP Finance work in healthcare services, • Hands-on experience with an MSO or physician/behavioral health practice management model, • Multi-entity accounting, M&A and earn-out or contingent-consideration experience, • Comfort with healthcare revenue: payer mix, collections, AR and revenue cycle metrics, • Investor- and lender-ready reporting you'd put your name on, • CPA preferred Nice to have • Private equity-backed roll-up experience, • SBA lending or seller-note structuring, • Built a finance function from scratch at a company growing quickly What success looks like at 90 days • Monthly close finished by the 15th for every entity, • Earn-out and MSA fee calculation methods documented and approved, • 13-week cash forecast and platform model live, • Finance review checklist in use on every active acquisition

Recent federal financial aid changes are reshaping how institutions think about supporting their students, and Clasp Finance is poised to meet this moment. Clasp Finance is the platform we sell to colleges and universities so they can stand up and operate their own private student loan programs —

As the Senior Manager, Home Lending Servicing Operations, you will define and execute the operational strategy for servicing as we continue to scale our Home Lending business.

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

U.S. Army Preventive Medicine Officers are key to the prevention of disease and injury to our Soldiers and their families. If you are a professional in the preventive medicine field and want to combine your passion for health and wellness with a desire to serve in the U.S. Army, a career as an Army Preventive Medicine Officer might be the one for you. Outstanding Opportunities As a Preventive Medicine Officer in the U.S. Army, you will provide Army Soldiers, retirees, and their families with opportunities to increase their own health and well-being. You may have the opportunity to establish and direct physical medicine and rehabilitation programs at medical installations, train, and mentor other medical personnel. You will lead and direct Force Health Protection efforts by preventing or mitigating clinically significant exposures and health threats at the individual and population levels through assessment, mitigation, and communication of exposures and risks. Another focus of your practice will be to direct and oversee the execution of the core functions of public health: assessment, policy development, and assurance. The U.S. Army provides additional training and continuation of education programs to create opportunities for growth as both a military officer and a healthcare professional. These additional education opportunities help you lead a coordinated public health response through professional interactions with other public health disciplines such as public health nurses, entomologists, environmental scientists, occupational medicine officers, and industrial hygienists. If you choose to join the Army Reserve, you will be able to serve your country as needed while continue to support your community. Regardless of how you serve, a career as an Army Preventive Medicine Officer allows you to use your unique skill set to benefit the lives of those in the military and civilian communities. Outstanding Benefits When you join the Army Medical Corps, you’ll be making a difference in the lives of our Soldiers and the country at large while gaining access to invaluable opportunities, like supporting humanitarian missions and leadership training, all while earning a competitive benefits package. Benefits may include: ★ Repayment of qualified education loans to lending institution, paid annually over a maximum of three years while serving ★ Based on your field of concentration, you may be eligible for an accession bonus, paid over a four-year period while serving ★ Travel opportunities both within the United States and internationally ★ Up to 30 days of paid vacation earned annually ★ Enrollment into 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 ★ Possible specialized training assistance and monthly stipend while enrolled in an accredited residency program ★ Specialized training to become a leader in medicine Eligibility Requirements ★ Must be a Doctor of Medicine or Doctor of Osteopathy degree from an accredited U.S. school of medicine or osteopathy ★ Foreign graduates may apply if they have a permanent certificate from the Educational Council of Foreign Medical Graduates ★ Must have a current license to practice medicine in the United States, District of Columbia or Puerto Rico ★ Must be eligible for board certification ★ Must have completed at least one year of an approved Graduate Medical Education (GME) internship ★ Must have completed a training program in preventive medicine ★ Must be a U.S. citizen to serve Active Duty ★ Must have a permanent U.S. residency for Army Reserve Have questions or want more information? To find out more information about becoming a OBGYN Nurse in the U.S. Army, please visit the website at www.goarmy.com/medicine. Reach out to your local Army Healthcare Recruiter to learn how you can get started on your journey as an Army Preventive Medicine Officer.

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

Senior Legal Counsel (Banking Partnerships). As Senior Legal Counsel, you will act as a strategic partner to the business, helping fintech clients launch products across payments, lending, deposits, cards, and embedded finance.

We are seeking a motivated and customer-focused.Colorado Springs Metropolitan area.The ideal candidate is self-driven, knowledgeable in residential lending, and comfortable managing the loan process from application through closing in a virtual environment.Originate residential mortgage loans, inclu

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

This is a remote position; however,.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,

We are looking for a Director of Fraud Strategy and Analytics to own end-to-end fraud strategy, analytics, and risk operations across our subprime consumer lending portfolio. In this role, you will build and run the fraud function at ADF. You will set the fraud risk appetite, stand up the operating rhythm, govern policies and rules, and own the feedback loop with manual review, IDV exceptions, disputes, chargebacks, ACH returns, provisional credit, and recoveries. You will balance loss mitigation against approval rates, unit economics, and customer experience. You will also be the senior fraud partner to the revenue, product, credit/risk, data engineering, and compliance teams, as well as executive leadership. This is a builder role in a lean, fast-moving, and ambiguous environment. We're looking for a curious, enterprising, hands-on leader who thinks differently. You can write code and pull your own data, and you're energized by owning a function end-to-end and managing a smart, nimble team remotely. Key Responsibilities: • Fraud Strategy Roadmap: Owns and evolves fraud strategy across application, funding, and account/post-book fraud—covering identity, synthetic, first-party, third-party, account takeover, bust-out, never-pay, credit washing, mule/APP scams, and income/employment misrepresentation—balancing loss reduction with approval rates, conversion, funding, and customer experience to meet portfolio-level KPIs., • Fraud Risk Appetite & Framework: Defines and maintains the fraud risk management framework, including fraud risk appetite (e.g., net fraud loss bps, fraud/AR ratio, first-payment-default fraud rate), tolerances, and escalation triggers; aligns framework to enterprise risk and audit expectations., • Policy, Rule & Decisioning Governance: Governs fraud policy, rules, and decisioning thresholds end-to-end—standards for proposal, review, approval, deployment, monitoring, retirement, and change control—with clear sign-off across risk, compliance, and operations., • Portfolio Fraud Monitoring: Directs portfolio fraud monitoring and operating rhythms—loss rates, capture rates, false-positive rates, approval and funding impact, vintage and segment KPIs, disposition mix—and drives timely action when performance drifts., • Fraud Model & Scorecard Oversight: Oversees fraud model and scorecard performance (PSI, score drift, KS, decay, gain/lift, override rates) and the cadence for recalibration, rule adjustment, and escalation; partners with data science on model strategy, but leads the strategy, deployment, and monitoring layer., • Emerging Threats & Fraud Ring Detection: Sets the agenda for emerging fraud trends, ring, and cross-channel vulnerability detection, including graph and link analysis, velocity signals, and consortium intelligence; ensures findings are sized, prioritized, and translated into rule, policy, and operational responses., • Third-Party Signal Strategy: Leads third-party fraud and identity signal strategy—KYC/CIP, identity verification, device intelligence, behavioral biometrics, consortium data, bank/transaction data, income/employment verification, and credit bureau fraud alerts—including vendor evaluation, benchmarking, commercial negotiation input, and onboarding/retirement decisions., • Fraud Risk Operations Ownership: Manage the interface between fraud strategy and risk operations—queue design, override governance, manual review, IDV exceptions, disputes, chargebacks, ACH returns, provisional credit, and recoveries; translates investigator insight into rule, policy, staffing, and reporting changes., • Data & Platform Partnership: Partners with product, data engineering, and decisioning platform teams to evolve fraud data sources, feature stores, decision engine capabilities, and monitoring infrastructure; represents fraud strategy in cross-functional prioritization., • Test-and-Learn Standard: Defines the test-and-learn standard—champion/challenger, policy backtests, holdouts, and A/B tests—to quantify the impact of strategy changes on fraud, approvals, funding, and downstream credit performance., • Regulatory & Compliance Alignment: Ensures fraud strategy is aligned with applicable US consumer lending regulations and guidance—including Regulation E, Regulation Z, FCRA, GLBA, UDAAP, BSA/AML/KYC/CIP, OFAC, and Red Flags Rule—and partners with Compliance, Legal, BSA, and Internal Audit; supports SAR narratives, regulatory exams, and audits., • Executive Interactions: Produces and presents executive-level fraud reporting and deep dives—loss attribution, typology trends, decisioning outcomes, false-positive and approval trade-offs, and strategic options—for senior leadership and the Board/Risk Committee., • External Representation: Serves as the senior fraud strategy expert for the company; represents fraud strategy externally with vendors, consortia, industry working groups, and law enforcement partners., • Team Leadership: Leads, coaches, and grows the fraud strategy and analytics team (strategists, analysts, and data scientists); sets priorities, performance expectations, hiring plans, and career paths., • Performs other duties as assigned. Required Qualifications: Education & Experience: • Bachelor's degree in a quantitative field (Statistics, Economics, Mathematics, Computer Science, Engineering, or related); advanced degree a plus., • 10+ years in fraud strategy, fraud analytics, or fraud risk management in consumer lending, fintech, cards, or financial services, including 5+ years leading teams (managers and individual contributors). Must include prior ownership of a fraud strategy and analytics function end-to-end, with measurable improvement in fraud loss, approval rates, and customer experience., • Consumer-Lending Fraud Experience (Non-Negotiable): Direct fraud strategy experience in unsecured personal loans, ideally in near-prime/subprime installment, BNPL, or similar high-fraud-risk consumer credit. Skills & Competencies: • Builder / Start-Up-Ready Operator (Non-Negotiable): Demonstrated experience building or materially upgrading a fraud function—not just running one at a large bank. Comfortable with ambiguity, gaps in tooling, and doing the work yourself when needed. Track record of self-initiated projects—tools built, analyses run, functions stood up—without waiting for structure or headcount., • Operating Credibility (Non-Negotiable): Can walk into an unfamiliar consumer-loan portfolio and articulate a credible first-90-day plan covering fraud strategy, risk operations, and the servicing interface., • Typology Depth: Deep understanding of fraud typologies in consumer lending, as listed under Key Responsibilities, and how they manifest across application, funding, and account data., • Model & Scorecard Fluency: Strong working knowledge of fraud models and scorecards—how they are built, evaluated, and monitored—with the ability to set strategy, interpret outputs (KS, PSI, gain, drift), and direct technical partners; hands-on model development not required., • Hands-On Analytical Skills: Proficiency in SQL and at least one of Python or R for independent data pulls, validation, and rapid analysis; comfort in a modern data environment (cloud data warehouses, BI tools, feature stores). Comfortable using AI to run analysis, generate insights and build presentations iteratively., • Curiosity & Different Thinking (Non-Negotiable): Asks sharp, unprompted questions about the business, the portfolio, the data, and the customer. Comes to interviews with a point of view. Challenges assumptions constructively; connects fraud to credit, product, and unit economics., • Decisioning Execution: Demonstrated experience driving policy, rule, and threshold changes through a decisioning platform end-to-end, including change control and monitoring., • Risk Operations Track Record: Direct ownership or close partnership with a manual-review/IDV exception/disputes function, including staffing, SLA, and override design., • Vendor Management: Experience evaluating and managing third-party fraud, identity, device, and consortium vendors, including commercial and performance trade-offs and contract negotiation input. Representative providers include Prove, Socure, Neuro-ID, LexisNexis, Ekata, SentiLink, and consortium data., • Regulatory Knowledge: Working knowledge of US consumer lending fraud-adjacent regulation, as listed under Key Responsibilities, and experience partnering with Compliance, BSA, and Internal Audit., • Executive Communication: Excellent executive communication; able to translate fraud analytics and trade-offs into recommendations for senior leadership, operations, and technical partners. Concise and evidence-backed, and comfortable presenting to the CEO/CRO and Board. Preferred Qualifications (Nice to Have): • Advanced Analytics: Exposure to graph/network analysis for fraud ring detection, machine learning fraud models, and real-time decisioning platforms (e.g., Provenir, Taktile, Zoot, SAS, FICO Falcon, in-house engines)., • External Engagement: Established relationships with fraud consortia, industry working groups, and peer risk leaders. Equal Employment Opportunity The Company is an equal opportunity employer. The Company makes employment decisions based on merit, and does not unlawfully discriminate based on age, race, creed, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding and/or related medical conditions), sexual orientation, gender (including gender identity and expression), marital status, national origin, ancestry, citizenship, military or veteran status, physical or mental disability, legally protected medical condition, genetic information, family care status, military caregiver status, reproductive health making decisions, or any other category protected by federal or state law. The Company prohibits discrimination, bullying, or harassment of any individual on any category protected by state or federal law.

Company Description ARDRI is a leading provider of Non-QM and Business-Purpose mortgage lending solutions, dedicated to streamlining the mortgage process for TPO mortgage brokers and their clients. With a focus on a digital platform and personalized service, ARDRI offers the resources, insights, and tools needed for success in the Non-QM lending landscape. Role Description This is a full-time position for a Wholesale Account Executive here at ARDRI! We are looking for highly motivated, driven and successful individuals to join our team and foster growth. This position can be based anywhere in the United States as we offer remote positions to high producing Account Executives! Responsibilities • Produce and manage wholesale mortgage loans, • Work together with Operations Staff to facilitate loans from Submission to Funding, • Actively manage your loan pipeline, • Responsible for establishing new business, developing current business relationships and ensuring overall client satisfaction, • Provide excellent on-going customer service and support to established and potential brokers, • Assist prospective broker partners with completing broker applications What We Offer • A unique compensation plan tailored for exceptional producers like you, • Cutting-edge technology and support that empower you to succeed, • A culture that values innovation, transparency, and excellence, • Competitive incentives that reward your hard work and results Qualifications • Current Non-QM Wholesale Production, • Strong analytical and problem-solving skills, • Excellent communication and interpersonal abilities, • Attention to detail and organizational skills At ARDRI, we’re always looking for talented individuals to join our innovative team. If you have any questions about our career opportunities or the application process, we’re here to help. Contact us today at .

Vice President of Sales About the Company Our client is a leading technology-enabled SMB lender dedicated to helping entrepreneurs access the capital they need to grow. Through a combination of innovative financing solutions, data-driven underwriting, and a customer-first approach, the company supports thousands of small and medium-sized businesses across the United States. Having built a strong reputation within the SMB lending market, the business is entering its next phase of growth and is seeking a proven sales leader to help scale revenue, optimize performance, and drive commercial excellence. The Opportunity Reporting directly to the CEO, the Vice President of Sales will be a key member of the Senior Leadership Team and will be responsible for leading the company's revenue generation strategy and execution. This individual will oversee a large sales organization while partnering closely with Marketing, Operations, Finance, and Product to drive sustainable growth. The ideal candidate is a strategic yet hands-on leader with substantial experience within lending, fintech, or financial services. They will have a proven track record of scaling sales teams, improving operational efficiency, and delivering measurable revenue growth in a high-volume, transaction-driven environment. This role is responsible for ensuring internal resources remain aligned with both customer and business objectives at all times. Direct Management Responsibilities • Direct Sales, • Account Management, • Sales Operations, • Sales Training Key Responsibilities • Develop and execute the company's growth strategy., • Optimize organizational structure and headcount to balance growth, profitability, and unit economics., • Own the P&L and budgeting process for the business unit., • Partner closely with Marketing to create a continuous feedback loop that supports customer-centric product and go-to-market strategies., • Collaborate with cross-functional leaders to improve efficiency across the operating model., • Own all sales reporting, from weekly KPI reviews through Board-level reporting., • Identify training opportunities through analysis of sales processes, workflows, performance metrics, and team feedback., • Partner with Human Resources and sales leadership on recruiting and workforce planning strategies., • Lead the screening, interviewing, and hiring of sales talent., • Foster a collaborative, accountable, and high-performance culture., • Coach, motivate, and develop leaders and individual contributors across the organization. What You Bring • Bachelor's degree in Business, Marketing, or a related field, or equivalent experience., • 10+ years of progressive sales leadership experience., • Demonstrated experience within SMB lending, commercial lending, alternative lending, merchant cash advance, fintech lending, or a related financial services environment., • Experience leading and scaling a sales organizations, • Strong understanding of sales enablement and training methodologies., • Proven experience managing high-volume transactional sales environments., • Exceptional leadership and people management skills., • Strong commercial acumen with experience owning revenue targets and business performance., • Excellent organizational, prioritization, and time-management abilities., • Ability to thrive in a fast-paced and evolving environment., • Experience managing multiple projects and stakeholders simultaneously., • Proficiency with Salesforce and Microsoft Office Suite., • Outstanding verbal, written, and presentation skills. Ideal Background The successful candidate will likely have experience leading large revenue teams within: • SMB Lending, • Alternative Lending, • Merchant Cash Advance (MCA), • Business Finance, • Revenue-Based Financing, • Working Capital Solutions, • Fintech Lending, • Commercial Finance

$150,000–$200,000 Base Salary | $400,000–$600,000 Total Annual Earning Potential Our client, a growing alternative-financing company, is seeking a Director of Strategic Partnerships & Private Credit Origination to expand its professional referral network and generate lower-middle-market financing opportunities, typically ranging from $1M–$25M. This is a relationship-driven origination role focused on building and leveraging relationships with professional referral partners who can provide consistent, repeat deal flow. The ideal candidate will bring an established network of relationships across commercial finance and the lower-middle market, including banks, CPAs, attorneys, investment bankers, M&A advisors, financial advisors, private equity firms, family offices, independent sponsors, and other professional intermediaries. Candidates may come from private credit, commercial finance, ABL, factoring, SBA lending, equipment finance, commercial banking, M&A/advisory, investment banking, or other related areas. Experienced underwriters, credit professionals, and portfolio managers are also encouraged to apply if they have developed a strong external referral network and are interested in moving into a relationship-driven origination role. Benefits • 100% employer-paid Cigna medical coverage for employees and eligible dependents, • 100% employer-paid basic life insurance, • Dental and vision insurance options, • Flexible spending benefits, • Commuter benefits Responsibilities • Develop and maintain productive relationships with banks, CPAs, attorneys, M&A advisors, investment bankers, private equity firms, family offices, independent sponsors, financial advisors, and other professional referral sources., • Generate qualified $1M–$25M lower-middle-market financing opportunities through an existing professional network., • Build and expand referral channels capable of producing consistent and repeatable deal flow., • Re-engage existing professional relationships and develop new strategic referral partnerships., • Present the company's alternative-financing solutions to referral partners and prospective borrowers., • Identify financing opportunities and determine whether they align with the company's credit profile and available solutions., • Manage opportunities from initial introduction and qualification through underwriting, structuring, and closing., • Work closely with credit, underwriting, and leadership teams to develop appropriate financing structures for prospective borrowers., • Maintain consistent communication with referral partners throughout the financing process., • Attend industry conferences, networking events, and professional gatherings to expand the company's referral network., • Independently manage and grow a book of referral relationships and originated opportunities. Requirements • Proven experience in business development, origination, strategic partnerships, relationship management, underwriting, credit, or portfolio management within commercial finance or an adjacent financial-services field., • Background in private credit, ABL, factoring, commercial finance, SBA lending, equipment finance, commercial banking, M&A/advisory, investment banking, or a related area., • Established relationships with professional referral sources such as banks, CPAs, attorneys, investment bankers, M&A advisors, financial advisors, private equity firms, family offices, independent sponsors, or other financial intermediaries., • Demonstrated ability to generate or influence repeat deal flow through professional relationships., • Experience working with lower-middle-market companies and financing transactions, ideally within the $1M–$25M range., • Strong understanding of commercial credit, financing structures, and the needs of lower-middle-market businesses., • Ability to identify, qualify, and communicate financing opportunities effectively., • Strong relationship-building, communication, negotiation, and presentation skills., • Self-motivated and comfortable independently developing and managing a book of business.

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

Company Description Key Real Estate Capital helps investors, entrepreneurs, and everyday individuals unlock time, financial, and location freedom through creative real estate financing and investment strategies. The company focuses on making real estate investing accessible, scalable, and empowering by offering tools, capital, and expertise beyond traditional lending. Services include creative financing solutions such as DSCR loans, fix & flip funding, 0% interest business credit, and private lending tailored to client goals. Through the InvestWithKey community and Buyers Club program, clients receive education and support to find, fund, and cash flow real estate opportunities, as well as done-for-you investing where an expert team identifies properties, secures financing, and manages closing. With access to generous terms in hard money, private capital, and off-market deals, Key Real Estate Capital acts as a strategic partner in building long-term wealth and independence through real estate. Role Description The Associate Account Executive is a full-time, hybrid role responsible for supporting and growing client relationships within Key Real Estate Capital’s lending and investment ecosystem. Day-to-day, this role engages prospective and existing clients, conducts discovery calls to understand their investment goals, and helps structure appropriate real estate financing solutions. The Associate Account Executive collaborates with senior team members to prepare proposals, gather required documentation, and coordinate with underwriting and operations to move deals efficiently from initial interest to closing. This position also tracks pipeline activity, maintains accurate CRM records, and follows up consistently to ensure a positive client experience. The role may involve participating in webinars or community events, answering client questions about products and programs, and contributing insights to improve processes and service offerings. Qualifications • Client relationship and communication skills, including the ability to conduct consultative conversations, listen actively, and explain complex financing concepts in clear, accessible language., • Sales and business development capabilities, such as prospecting, pipeline management, follow-up discipline, and comfort working with performance metrics or targets., • Analytical and organizational skills, including attention to detail in documentation, basic financial analysis for real estate investments, and effective time management across multiple accounts., • Interest or experience in real estate investing, lending, or related financial services, with a willingness to learn creative financing structures and Key Real Estate Capital’s products and programs., • Proficiency with CRM and productivity tools and the ability to work effectively in a remote, digital-first environment., • Self-motivated and collaborative approach, with the ability to operate independently while partnering closely with senior account executives, underwriting, and operations teams. Career / Compensation • This is the first step to entering the lending industry and will be expected to be promoted within 3-6 months of being in the role, • This is a commission only role at 15% with an OTE of $120k

Greenhills Capital Management LLC (“Greenhills”), one of the fastest growing mortgage banking and financial technology companies, is hiring a motivated Wholesale Account Executive who is eager to take his/her business to the next level. The account executive will focus on sourcing non-QM mortgages, DSCR loans, rehab and construction loans as well as other types of commercial mortgages. The ideal candidate will have a proven track record of funding $2 million or more in monthly origination volume. He/She will have an opportunity to build his/her own team! Greenhills was founded by a group of senior professionals specializing in mortgage lending, securitization and capital markets with collective experience over eighty years. It is an affiliate of Allied Mortgage, which has been in the mortgage lending business for over thirty years and has licenses in nearly forty states. Along with Allied Mortgage, Greenhills offers a full range of mortgage products and is proud of itself by developing the most rewarding career for its wholesale account executives. Greenhills website: www.greenhillscm.com Allied website: www.alliedmg.com Responsibilities: • Able to source non-QM, DSCR, RTL or commercial mortgage loans from self-developed mortgage brokers and referral network., • Negotiate and present compelling loan terms, creating customized solutions to meet client needs and drive deal closures., • Evaluate credit worthiness of borrowers using credit report, income and collateral., • Provide product and process training to mortgage brokers and referral network., • Disclose proper forms and documentation to the borrower while being compliant., • The position is working remotely. Requirements: • 3+ years’ experience as wholesale account executive., • Monthly origination over $2MM., • Familiar with non-QM, DSCR, rehab and construction loan as well as commercial mortgage., • Strong interpersonal skills taking pride in client service communications and abilities., • Partner with internal teams such as Processing, Underwriting, and Closing to ensure smooth and timely loan processing., • Act as a liaison between clients and operations to overcome challenges and meet client expectations effectively., • Understand and comply with the rules and regulations associated with mortgage compliance. What We Offer: • Comprehensive on-the-job training to deepen knowledge & skills, • Leads, support, & infrastructure to drive growth & production, • Full suite of competitive Non-QM, Rehab, Construction and Commercial mortgage loan products, • Elite team of operations experts Benefits: • Health, dental, and vision insurance, • Life and other supplemental insurance, • Paid time off

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).

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

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

Independent Sourcing Recruiter/Business Developer Location: Remote (U.S. – All 50 States) • Are you ready to break out on your own without the overhead and corporate politics of the regional and national recruitment firms? • Are you a top performing business developer in another industry who wants to parlay their experience and network into a career in recruitment? Overview We are seeking an experienced and motivated Independent Business Developer to join our team on a contract basis. In this fully remote role, you will be solely focused on securing new clients and contracts for the firm in the following sectors: • Bankers • Compliance • Operations • Financial Advisors • Lending/Credit • Real Estate • Telecommunications • Legal * Supply Chain/Logistics You would be out in the field, speaking with potential clients about using us to fill mid-top level positions in their respective companies. Energy, enthusiasm and a tireless work ethic along with contacts, are all you need to be successful. Make the introductions and we will help close the deals for you. *Highest payout in the industry Partners all come from the world of banking and financial services 100% commission but open to a draw scenario for the right individual. Michael Hubbard

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.

POSITION SUMMARY FUNDINGO is hiring a VP of Operations & Delivery to lead the execution of our client implementations and managed-services portfolio. This is a hands-on player-coach role for an experienced Professional Services or implementation leader. You will oversee project health, capacity planning, delivery processes, team performance, and client escalations while remaining close enough to the work to step into at-risk engagements when needed. As FUNDINGO takes on larger and more complex customers, this leader will bring greater structure, accountability, and predictability to delivery—building processes that support growth without creating unnecessary bureaucracy. ABOUT FUNDINGO FUNDINGO is a Salesforce-native loan management platform helping lenders manage the complete lending lifecycle, including origination, servicing, accounting, borrower management, and workflow automation. Our customers include non-bank lenders, private lenders, CDFIs, financial institutions, and organizations with complex lending operations. FUNDINGO serves as a mission-critical operating platform that powers how these organizations run their businesses. Our implementations can be complex and highly configurable, requiring coordination across customers, project managers, implementation resources, product experts, engineering, QA, and third-party vendors. WHAT YOU WILL OWN • Lead the portfolio of active implementations and managed-services engagements, maintaining visibility into milestones, risks, dependencies, commitments, and next steps., • Manage and coach project managers and implementation team members, setting clear expectations and holding owners accountable for delivery., • Own capacity planning and resource allocation across project managers, implementation resources, and shared specialists., • Establish and run delivery cadences, including portfolio reviews, project-health reviews, resource planning, and escalation management., • Identify delivery risks early and step into at-risk projects or client escalations when needed., • Standardize core delivery practices, including project planning, status reporting, action tracking, requirements handoffs, UAT, go-live, and post-launch transitions., • Partner with Solutions & Enablement to ensure each engagement receives the appropriate product expertise and solution guidance., • Collaborate with Sales on scoping, implementation feasibility, customer handoffs, and upcoming resource demand., • Work with Product, Engineering, and QA to address technical dependencies, release risks, and delivery blockers., • Strengthen scope and change-order management so timeline and commercial implications are addressed early., • Build the documentation, tools, processes, and performance metrics needed to make delivery more predictable and scalable., • Improve knowledge transfer so individual subject-matter experts do not become permanent bottlenecks. WHAT SUCCESS LOOKS LIKE • Leadership has clear visibility into the health, ownership, risks, and next milestones of every client engagement., • Capacity needs and competing priorities are identified before the team becomes overloaded., • Projects follow a consistent delivery cadence with clear owners, dates, and follow-through., • At-risk engagements are addressed before they become major customer escalations., • Implementation timelines and milestone predictability improve., • Managed-services work is consistently prioritized, staffed, and tracked., • Cross-functional blockers are surfaced earlier and resolved more efficiently., • Delivery becomes increasingly repeatable and scalable while retaining the flexibility customers require. WHAT WE ARE LOOKING FOR • Experience leading a Professional Services, implementation, or client-delivery function within a complex SaaS or enterprise software environment., • Direct responsibility for a portfolio of concurrent customer implementations., • Experience managing project managers, implementation consultants, or similar client-delivery professionals., • Strong capability in capacity planning, resource allocation, portfolio management, and prioritization., • Working knowledge of requirements gathering, implementation planning, scope management, UAT, go-live, and post-launch support., • Experience managing difficult client situations and coaching teams through delivery challenges., • The ability to create accountability without becoming the person personally responsible for carrying every project., • A track record of building practical operating processes that teams consistently use., • Comfort working as both a strategic leader and hands-on operator in an evolving environment., • Enough technical fluency to collaborate effectively with Product, Engineering, QA, and technical implementation teams., • Clear communication, strong client presence, sound judgment, and consistent follow-through., • Experience in lending, fintech, financial software, Salesforce, or other highly configurable enterprise platforms is valuable but not required. WHAT WE OFFER The opportunity • Be part of the legacy of a growing company at an inflection point, with the chance to make a real impact on our mission, • Build and operate the delivery engine behind increasingly complex and enterprise-level customer engagements., • Take meaningful ownership rather than inheriting a narrowly defined corporate function., • Work directly with company leadership and have visibility into the broader business., • Build a function that can grow in scope and responsibility as FUNDINGO grows., • Help shape the operating model of a Salesforce-native lending technology company., • Work in a fully remote environment with a distributed team. The package • Competitive compensation package based on experience and market, • Full-time role with significant growth potential as FUNDINGO scales, • 100% of employee medical and dental premiums covered, • 401(k) with maximum match, vested as you go, • 15 paid holidays per year

You may be required to work with more senior mortgage underwriters on loan exceptions having the authority to withdraw and decline loans. As an Underwriter you will be responsible for but not limited to the underwriting of residential loans ensuring compliance with appropriate company and investor s

At Solvay Bank, our formula for success combines the traditions of our culture and a sharp strategic vision. We are a growth-oriented community bank that fosters excellence, pride, teamwork and engagement in our workplace. Consider an opportunity as part of our Commercial Banking team. The Small Business Banking Relationship Manager works with the Commercial Lending Team to manage and develop the small business banking client base. This position is responsible for the skillful management of small business client's banking needs. The incumbent is responsible for business development, commercial loan origination, portfolio management, and building and maintaining strong client relationships while ensuring sound credit quality and compliance with bank policies. The ideal candidate will have proven experience in commercial lending with the ability to analyze, package and present prospective financing opportunities to senior leadership and credit. A minimum of 3+ years' experience managing business relationships and 5+ years sales experience as a Relationship Manager and/or Branch Manager or equivalent role preferred. For over 100 years Solvay Bank has been dedicated to our customers and our community. Join us and enjoy the many rewards; matched 401(K) retirement savings, health and dental coverage, and more. Internal applications must be submitted by 9/10/2026 Solvay Bank is an EOE/AA/Disability/Veteran Position Title: AVP, Small Business Banking Relationship Manager Position Summary: The Small Business Banking Relationship Manager works with the Commercial Lending Team to manage and develop the small business banking client base. This position is responsible for the skillful management of small business client's banking needs. The incumbent is responsible for business development, commercial loan origination, portfolio management, and building and maintaining strong client relationships while ensuring sound credit quality and compliance with bank policies. Job Responsibilities: • Achieve established production goals related to small business loan growth, deposit acquisition, treasury management services, and overall portfolio profitability., • Develop & maintain strong network of business contacts, centers of influence, community leaders and other referral sources in order to develop new business and generate revenue., • Proactively identify, solicit, and develop new small business lending opportunities with business clients across targeted market segments., • Work closely with other business lines to deliver an excellent customer experience, and drive value to the customers that we serve., • Conduct comprehensive financial analysis and cash flow assessment to evaluate credit opportunities and identify appropriate financing structures., • Prepare and present credit memorandums, loan presentations, and recommendations for approval by senior management and credit committees., • Structure and negotiate small business loan transactions within established lending policies, procedures, and risk parameters., • Partner with Treasury Management, Retail Banking, Mortgage, Wealth Management, and other internal business lines to deliver comprehensive financial solutions and enhance client relationships., • Ensure & uphold operational integrity across the organization by complying with all regulations, policies, and procedures. Qualifications: • Extensive knowledge of credit, financial analysis techniques & lending policy, with ability to package and present credit deals to leadership & credit team. Well demonstrated understanding of loan risk factors is a plus., • Proven track record of Business Development and Commercial loan origination. Proven relationship management skills with demonstrated capabilities in managing and growing a sales pipeline, fostering COI relationships & referral sources, and developing new business relationships., • Strong knowledge of business banking, client profitability (PGS), commercial lending & cash management products; possess a general understanding of operations. (audit, compliance, fraud, loss, risk). Education and/or Experience: • Bachelor's degree in Business, Finance, Accounting, Economics, or a related field preferred., • A minimum of 3+ years' experience managing business relationships; 5+ years of sales experience as a Relationship Manager and/or Branch Manager or equivalent role., • Commercial lending experience, with ability to analyze, package and present prospective financing opportunities to senior leadership & credit. Physical Demands: 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 function. While performing the duties of this job, the employee is regularly required to use hands to finger, handle or feel objects, tools or controls; reach with hands and arms; and talk or hear. The employee frequently is required to stand, walk, sit, and climb stairs. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The noise level in the work environment is moderate.

Resolve account related concerns, provide general credit union information, intake and process loan applications including residential mortgage lending. At this time, Visions Federal Credit Union will not sponsor a new applicant for employment authorization or offer any immigration related support f

Outside Sales Account Executive Multiple Locations: • Orange County, CA, • Los Angeles, CA, • Dallas/Fort Worth, TX, • Houston, TX, • Phoenix, AZ, • Atlanta, GA, • Tampa/Orlando, FL, • Charlotte, NC, • Nashville, TN, • Denver, CO Reporting to: Dan Goldman, EVP of Sales About June Point Lending June Point Lending is making homeownership possible and more accessible for a creditworthy but underserved segment of the market: business owners, self-employed workers, and real estate investors. Being enterprising and independent shouldn’t mean getting shut out of the housing market - we’re here to fix that. We’re using modern technology to automate mortgage loan underwriting with the goal of instant, real-time decisions, resulting in wider access and affordability. This speed, certainty and service for our B2B partners allows them to serve more homebuyers, with the products they need, at market leading rates. Role summary As an Outside Account Executive, you will be the face of June Point Lending in the field. You are responsible for driving regional market growth by identifying, visiting, and capturing new mortgage broker partnerships. Your goal is to hit the pavement, establish deep local roots, sell the June Point tech advantage face-to-face, and convert independent brokers and brokerages into active, high-volume partners. You’ll be selling a platform built by fintech veterans that features: • Instant Scenario Pricing: Our proprietary engine gives brokers real-time DSCR and Non-QM quotes in seconds., • AI-Driven Income Analysis: Our tech digitizes bank statement analysis, removing the 48-hour wait times and human errors typical of our competitors., • Real-Time Transparency: Automated status updates and e-signature capabilities that keep brokers (and their borrowers) in the loop 24/7. Responsibilities • Field Prospecting & Territory Management: Execute localized, face-to-face outreach (office drop-ins, regional networking events, and local association meetings) to recruit June Point’s target mortgage brokers., • Broker Advisor: Act as the primary, trusted subject matter expert in your territory for brokers on June Point’s loan products (currently DSCR, with expansion plans into Bank Statement, P&L, and Non-Agency products)., • Pre-Qualification Specialist: Provide expert "scenario-desk" support, helping brokers pre-qualify complex loan files and navigate Non-QM guidelines before they hit our operations team., • In-Person Tech Evangelism & Training: Conduct live, in-office demos and lunch-and-learns of the June Point platform, ensuring brokerage teams can independently use our automated tools for pricing and submissions., • Market and Competitive Intelligence: Monitor local competitor pricing, programs, and regional trends to effectively "sell around" the competition and position June Point as the premier choice in your market., • Activation & Hand-off: Drive the broker from "Inquiry" to "Approved" to "First Submission," ensuring a seamless onboarding experience before handing off to the internal account management team so you can maintain your focus on new territory acquisition. What We’re Looking For • Experience & Drive: 2–4+ years of experience in wholesale lending or outside B2B sales. You have a proven track record of territory management and prefer being out in the field building relationships over sitting at a desk., • Non-QM Fluency: Deep understanding of DSCR and other Non-QM products., • Active Regional Network: An existing book of business or established relationships with mortgage brokers in your target territory, with the ability to leverage them immediately., • Tech-Forward Approach: You aren't just "computer literate"—you are a power user who can sell the ROI of a digital-first workflow to traditional brokers during live presentations., • Self-Motivation & Autonomy: High energy, strong presence, and the organizational skills required to manage an outside sales territory with minimal supervision. What We Offer • Competitive Salary & Benefits, • Pure Sales Focus: No pipeline management. Our tech and team provide the ops support so you can stay on the phone and in the market., • Impact – You’ll work on an important and complex problem that is valuable to solve, not only for homebuyers but for the broader housing ecosystem., • Challenge - We are tackling novel and unsolved problems at the intersection of capital markets, credit risk, technology, and distribution., • Learning – Hands-on exposure to every step of the mortgage process, with mentorship from experienced operators and underwriters., • Growth – The chance to take on more responsibility quickly and build toward being a process owner and builder, not just an executor., • Tools & Autonomy – Access to modern tech and the freedom to test new ways of working, automate tasks, and leave your mark., • Culture – A lean, collaborative environment where we value speed, clarity, and character over hierarchy., • Strong Foundation: We are backed by a leading fintech VC and a global investment bank. Our repeat founders and founding team have extensive experience building in fintech and mortgage lending. We know what it takes to build and scale in complex industries. How to Apply Send an email to with your name and job title in the subject line, a link to your linkedin profile, and an updated resume.

Responsible for performing a variety of administrative duties to assist the Senior Officers and Commercial Lending Officers in the area of responsibility. Performs specialized and/or confidential administrative duties related to all the above areas of responsibility. Responsible for completion of related projects. Coordinate loan closings, and ensure that all necessary fees are collected and documents are obtained. When necessary, close loan transactions or attend commercial real estate closings. Submit loan documents to Commercial Loan Servicing along with necessary supporting information to ensure accurate and adequate booking of loan(s) to the company's core operating system. Receive visitors; direct customers to the proper person or assist them personally by obtaining information, arranging appointments, or referring them to appropriate individual. Place telephone calls to assist officers as needed. Assist with answering telephone calls; takes messages and utilizes the current banking core information system to answer internal and external questions. Assist with sorting of mail; evaluate and route as necessary. Draft, proofread and distribute communications such as standard letters/memos within scope of authority or in officers' absence. Responsible for meeting minutes and agendas. Compile data and prepare operational or departmental reports (i.e. Business Development, Board of Directors and Credit Committee); copy and distribute. Work with Lending Officers on revisions and maintenance of the Loan Policy Manual. Organize and maintain records, files, documents, correspondence, forms, reports and other related information, often of a confidential nature. Keeps record of file declinations. May assist officers with their community, professional and activity material. Order departmental supplies and purchasing. Maintain officer appointment calendars in Outlook as needed; assist officers with scheduling/arranging: meetings, telephone seminars, business luncheons, conferences, business development functions, etc. Make travel and hotel reservations as directed. Provides assistance to lenders and staff as needed. Process miscellaneous 'department' expenses, makes arrangements for dept. birthdays, and updates departmental phone listings. Follows through on special projects, assignments involving research and analysis. Acts as a liaison between Senior Officers and staff. Perform other related duties as assigned or directed. High school diploma or GED equivalent. Minimum of three (3) years' experience in related positions or comparable continuing education coursework. Proficient interpersonal and communication skills. Proficient organization and prioritization skills. Proficient composition and proofreading skills. Proficient Microsoft Office and Data Management skills (Word, Excel, Lotus Notes). Medical Dental Vision 401(k) Match Profit Sharing Paid Time Off 11 Holidays Tuition Reimbursement Free Parking throughout Tompkins Community Bank Employee Referrals Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect to all team members and applicants for employment and a work environment free from discrimination (including unlawful harassment) based on race, color, religion, sex, sexual orientation, transgender status, gender non-conformity, gender identity, gender expression, national origin, age, marital status, domestic violence victim status, disability, predisposing genetic characteristics, military or veteran status or status in any group protected by federal, state, or local law. For more information, please click here Pay RangeUSD $23.00 - USD $28.00 /Hr.