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Job DescriptionDescription: CREA, LLC is a full-service Low-Income Housing Tax Credit (LIHTC) syndicator forming long-term relationships with investors and developers that cultivate success and improve lives. With 25 years in affordable housing, CREA has raised $13.5 billion, resulting in the formation of 97,500 homes within 1,059 communities across the country. Thanks to the contribution of over 135 employees, CREA continues to look for talented and passionate individuals who are excited about opportunities to grow with us into the future. We are seeking a talented AVP, Acquisitions, to join our Acquisitions team in New York. Physical Presence: In-Office | Tue – Thu; Flexible | Mon & Fri Open to the following locations: New York, NY. Reports to: Senior Vice President, Originator Position Summary: CREA is seeking a driven, collaborative acquisitions professional to partner with the SVP, Originator in managing and advancing a pipeline of LIHTC development opportunities under Section 42 of the Internal Revenue Code. In this role, you will play a key part in conducting financial analysis, preparing investment committee packages, and coordinating materials in support of prospective investment opportunities. You will work closely with developers, third-party lenders, legal counsel, and internal CREA stakeholders across all levels, requiring strong communication skills and the ability to effectively manage relationships throughout the transaction lifecycle. Primary Responsibilities: • Maintain disciplined oversight and milestones of LIHTC transaction pipeline from prospect to signed Letter of Intent, • Represent CREA internally and externally on behalf of SVP, Originator, • Create, analyze and update financial projections for affordable multifamily LIHTC residential properties, and assist in facilitating project structuring solutions amendable to both CREA and its developers, • Review market studies, pro-forma’s, LIHTC applications, and sponsorship information to ensure conformance with specified investment requirements, • Prepare transaction Placement Committee package inclusive of thorough project and development team overview, guarantor analysis and risk mitigants, • Coordination across internal groups to source information for Placement Committee package, • Prepare Letters of Intent and coordinate the analysis and incorporation of comments and post-Placement Committee approvals, • Other duties, as requested by the SVP, OriginatorRequirements:, • Bachelor’s degree required; Finance, Accounting, or Real Estate preferred, • Minimum of 3 years of experience in financial analysis, financial modeling, and transactional multifamily LIHTC real estate, • Strong communication and time management skills, with the ability to effectively collaborate with senior management and a broad external client base, • Proficiency in Microsoft Office Suite, with advanced capabilities in Excel and working knowledge of Word, • Ability to demonstrate effectiveness across all required core competencies, • Ability to travel up to 10% annually for industry conferences, events, and company meetings, as determined by the SVP, Originator Preferred Qualifications: • CPA and/or MBA designation (preferred, not required), • Familiarity with multifamily loan products and New York State and New York City LIHTC programs Core Competencies: • Demonstrates integrity, professionalism, reliability, and sound judgment, • Proactive, self-motivated approach with the ability to take initiative, • Strong analytical, interpersonal, and communication skills, including clear and effective written and verbal communication, • Ability to handle sensitive and confidential information with a high degree of discretion, • Highly organized with strong attention to detail and the ability to effectively prioritize and manage multiple transactions, • Capable of working independently with minimal supervision while maintaining quality and accountability Our Values: • We work as a family, investing in each other, worthy causes, and the communities we serve, • We have integrity in all that we do; we embrace differences and treat others with kindness and respect, • We believe that, with teamwork, we can accomplish anything and pursue inventive solutions for our clients Work Authorization • No visa sponsorship available, • Candidates must currently reside within commuting distance of New York, NY, as relocation assistance is not available for this position. Compensation Compensation for this position is determined based on factors such as education, qualifications, relevant experience, and geographic location. • New York, NY: $98,000 – $162,000 (midpoint: $135,000)

Job Description Renewal by Andersen is the custom division of Andersen Windows. Founded in 1903, Andersen Windows has been the world's largest and most recognized brand for exclusive window and door systems. Renewal by Andersen was founded with the objective of creating a different and better window and door replacement experience for homeowners. Full Time. Uncapped Bonuses. Sales Experience Preferred. 📌 What to Expect After You Apply After submitting your application, you'll receive an invitation to complete a short, self-guided video interview. It takes about 15–20 minutes and should be completed within 72 hours. Once submitted, our hiring team will review your responses and follow up with the next steps. You will be contacting homeowners to discuss their window and door needs, sharing what makes our products different and scheduling in-home consultations with our sales team. This role would be a work from home, remote position. Primary Responsibilities: • Dial out to 30 homeowners an hour while tending to heavy inbound call flow for homeowners who have contacted us via one of our marketing avenues, • Document and track all set appointments accurately so that all future customer demonstration and price activity is done per company standards, • Managing high volume of inbound and outbound calls while multitasking through various systems Qualifications: • Minimum 2 years of Sales experience, • High School diploma or equivalent, • Sales mindset and metrics driven, • An outgoing personality with professionalism, strong work ethics, and communication skills., • Experience with Microsoft office, CRMs, and dialer systems preferred., • Must live in New Jersey to be considered for this position What you'll earn: • $20/hr with uncapped bonus structure based on appointments set - most reps are making at least $22-$25/hr with bonuses Benefits: • PTO, paid holidays, and 401(k) with a company match., • Full insurance package: Medical, Vision, Dental, And Life Insurance., • Student loan repayment program and tuition assistance., • Advancement opportunities - we promote from within!, • 6-8 weeks of fully remote paid training Schedule: • Must be able to work some morning and evenings shifts, and one weekend shift every week., • Must be available to work during operating hours: Monday-Friday: 7:50am-10:30pm, Weekends: 8:50am-8pm DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties and qualifications required of employees assigned to this job.SMS terms: Windows, LLC offers you the option to engage in SMS text conversations about your job application. By participating, you also understand that message frequency may vary depending on the status of your job application, and that message and data rates may apply. Please consult your carrier for further information on applicable rates and fees. Carriers are not liable for delayed or undelivered messages. Reply STOP to cancel and HELP for help.By opting-in to receiving SMS text messages about your job application, you acknowledge and agree that your consent data, mobile number, and personal information will be collected and stored solely for the purpose of providing you with updates and information related to your job application. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Job DescriptionIntro description: Legalist is a tech-enabled alternative asset manager that uses proprietary data-driven origination to invest in uncorrelated legal and government-payment assets. Founded out of Y Combinator in 2016, Legalist manages over $1.7 billion for endowments, foundations, and family offices. We are seeking an experienced private credit originator to source and term sheet lending opportunities for lower middle-market companies. This individual will be responsible for developing new borrower and intermediary relationships, managing the lending process through executed term sheets, and becoming a trusted financing partner within our target markets. The ideal candidate has an established network of referral sources and borrowers and has demonstrated success originating asset-based, cash flow, or specialty finance transactions in the $5 million to $50 million range. Responsibilities • Source new lending opportunities through direct borrower outreach and referral networks., • Develop relationships with investment banks, commercial banks, private equity sponsors, consultants, accountants, attorneys, and other intermediaries., • Lead initial borrower discussions and determine strategic fit., • Structure financing solutions that satisfy borrower needs while meeting fund investment objectives., • Prepare and negotiate indicative terms, letters of intent, and term sheets., • Maintain an active pipeline of qualified lending opportunities and provide accurate forecasting., • Develop long-term relationships that generate repeat business and referrals., • Work collaboratively with investment professionals to ensure a smooth transition from origination through closing. Qualifications • 10+ years of experience originating commercial lending or private credit transactions., • Demonstrated history of originating loans in the $5 million to $50 million range., • Proven ability to execute a high annual volume of term sheets and maintain a robust pipeline., • Established network of borrower, intermediary, sponsor, and banking relationships., • Strong understanding of credit structures, collateral, loan documentation, and commercial finance., • Excellent negotiation and relationship management skills., • Ability to work independently while collaborating closely with underwriting and portfolio management teams. Preferred Experience Experience in one or more of the following: • Direct lending, • Private credit, • Asset-based lending, • Specialty finance, • Commercial banking, • Structured finance

Job Description Industrial Bank is a Community Bank that was established in 1934 and has been successfully operating for 91 years. It has acquired the distinction as a Community Development Financial Institution, with a mission to invest in low to moderate income communities we serve in the Mid-Atlantic region ranging from DC, Maryland, Virginia, New Jersey and New York City. Industrial Bank is known for its community engagement and volunteer participation in all the communities it serves. We embrace a culture of Professional Kindness and Ideal Team Player. • This is a hybrid position, with a work location in Newark, NJ. Industrial Bank provides health, dental, vision, 401k, performance bonuses, vacation, sick/safe pay, personal days, company paid short and long-term disability and life insurance plan. We are seeking a qualified Mortgage Loan Officer for our Residential Lending Department, located at our Administrative Offices at 12 Lombardy St, Newark, NJ This is a salary plus commission position. This position requires an active NMLS Certification License. The qualified candidates must demonstrate prior experience in the following job functions: Must demonstrate experience and knowledge in residential lending functions • Must demonstrate experience and knowledge in residential lending functions, • Originate and develop new loan business, • Proactively develop and foster partnership with builders, developers, real estate brokers and additional potential resources., • Guide and educate client through the application process by communicating and answering questions., • Meet minimum monthly closed loan production (3 loans), • Participate in business related development activities to contribute to community efforts to promote homeownership, • Ability to explain the different loan programs and credit terms available., • Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements., • Keep up to date with compliance and secondary market programs., • Analyze personal and financial information for potential clients., • Provide guidance to prospective applicants who have problems qualifying for traditional loan products., • New business leads and loans necessary to meet assigned goals., • Develop and maintain relationships with retail, commercial, and consumer divisions, • Tracking processing of loan applications to meet customer needs and earn income for the bank., • Timely and accurate information for use in the analysis of loan applications., • Secure supporting loan documentation, • Provide ongoing status reports to applicant, realtor, and builder on loan process, • Maintain customer satisfaction at all levels Required education and experience • A high school diploma and some college preferred in business administration, • 5 years’ experience is processing residential or consumer loans, • Familiarity with loan processing procedures., • Knowledge of financial analysis and credit risk ratings, • Strong time management skills, • Good communication skills and have good judgement,, • Be dependable with excellent customer service skills Additional eligibility preferences (types), if applicable. • Loan Origination Systems (LOS), • Microsoft Suite, • Knowledge of computer software programs used to evaluate loan information

Job Description Elliman Capital | The Integrated Lending Arm of Douglas Elliman About Douglas Elliman: Douglas Elliman is one of the largest and most recognized residential real estate brokerages in the United States. Known for its luxury market dominance, strong brand presence, and deep agent network, Douglas Elliman produces billions in annual sales volume and remains a significant force in markets nationwide. About the Opportunity: Elliman Capital is the integrated lending arm of Douglas Elliman, bringing modern technology, elevated service, and seamless collaboration into one of the most powerful luxury real estate ecosystems in the country. We are expanding rapidly and placing experienced Mortgage Loan Originators directly inside Douglas Elliman offices. This role is ideal for relationship-driven, purchase-focused professionals who want visibility into active buyers, engaged agents, and strong market activity. This is a hybrid role positioned inside the office or offices where the business happens, designed for MLOs who value both advanced technology and classic relationship-based lending. What Makes This Role Different: Embedded Inside a Douglas Elliman Office You will serve as the dedicated lending partner for agents within your assigned office or offices. This provides: • Daily visibility to active buyers, • High levels of agent engagement, • Consistent opportunities to develop meaningful referral relationships, • A collaborative, supportive environment where your presence is expected and valued A Technology Platform Built for Today’s MLO You will have access to: • A fully branded app for borrowers and agents, • Real-time integration with pricing, credit, and LOS systems, • Automated communication flows, • Clean, modern presentation tools, • An AI-powered scenario desk that analyzes investor guidelines and structures scenarios within seconds Our goal is to provide tools that simplify your workflow and enhance your production. Marketing Support Designed to Elevate Your Brand • Access to the Elliman Capital marketing portal for flyers, collateral, signage, stationery, swag, and more, • Monthly marketing credits based on prior month’s closed volume, • A social media content portal with ready-to-use branded templates, • In-house marketing support for one-off needs, • Co-branding opportunities with Douglas Elliman agents Your brand matters, and we help you grow it strategically. Operational Support That Enhances Your Production • In-house processing and underwriting, • Strong communication and responsiveness, • Transparent workflows, • Leadership that works closely with the sales team, • A culture centered around growth, service, and efficiency Responsibilities: • Build and maintain strong relationships with agents in your assigned Douglas Elliman office or offices, • Provide timely pre-approvals and mortgage guidance for agents and clients, • Manage the full origination process from application through closing, • Participate in office meetings, trainings, and client events, • Ensure full compliance with federal, state, and company lending requirements, • Develop and nurture additional self-sourced business Requirements: • Active New Jersey NMLS license, • Four or more years of residential mortgage origination experience preferred, • Strong communication and relationship-building abilities, • Purchase-focused origination experience, • Ability to work hybrid within the assigned office or offices, • Self-driven mindset with the ability to operate within a high-performing environment Compensation: Compensation varies based on experience and will be discussed during the interview process. Structure includes: • Competitive bps compensation, • Monthly marketing credits based on closed volume, • Additional performance-based incentives Compensation and benefits will be reviewed in detail during the interview process. All compensation follows federal, state, and company regulatory guidelines. Elliman Capital is a division of Associated Mortgage Bankers, Inc. Elliman Capital is a registered DBA of Associated Mortgage Bankers, Inc. NMLS 24794. Associated Mortgage Bankers, Inc. is an Equal Opportunity Employer. All employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, genetic information, veteran status, marital status, sexual orientation, gender identity, or any other protected status in accordance with applicable federal, state, and local laws. Employment with Elliman Capital is at-will. Compensation, incentives, and marketing credits are not guaranteed and are subject to federal, state, and company regulatory requirements. All offers of employment are contingent upon verification of licensing, background checks, and compliance qualifications.

Job Description Renewal by Andersen is the custom division of Andersen Windows. Founded in 1903, Andersen Windows has been the world's largest and most recognized brand for exclusive window and door systems. Renewal by Andersen was founded with the objective of creating a different and better window and door replacement experience for homeowners. The Role This high-impact, project-based position is ideal for a versatile HR generalist thriving in a fast-paced, high-growth environment. Reporting to the Head of People, you'll translate strategic direction into well-designed programs, tools, and processes, supporting our multi-market operations. The candidate should have strong experience across talent management, L&D, employee relations, benefits, compliance, and HR operations, with excellent program management and communication skills. Team & Structure Operating within a COE + HRBP model, this role partners closely with HRBPs across 7 locations and 15 markets, supporting talent management, employee relations, leave, benefits, and compliance. Collaboration with the Director of Talent Acquisition on onboarding and workforce planning is also key. Why This Role • Influence HR strategy alongside the Head of HR, • Gain broad exposure across HR functions and build scalable programs, • Work directly with executives and senior HR leaders, • Genuine breadth across the full HR function, with room to deepen in areas you're passionate about Key Responsibilities • Performance Management: Develop and implement performance programs, create manager tools, and ensure consistent execution across markets., • Learning & Development: Identify needs, design or source leadership programs, and manage professional development initiatives., • Talent & Succession Planning: Support talent reviews, identify high-potential talent, and assist with organizational design., • Engagement & Retention: Oversee engagement surveys, leverage data to inform initiatives, manage recognition programs, and support retention efforts., • Employee Relations: Standardize investigation processes, analyze trends, and support escalation management., • Leave & Benefits: Develop leave policies, ensure compliance, support open enrollment, and promote wellbeing programs., • Compliance & Policy: Conduct audits, maintain policies aligned with regulations, and update employment agreements., • HR Operations & Projects: Support offboarding, HR system projects, and leadership meetings, leading special initiatives as needed. Qualifications • 8+ years HR experience, with depth in talent management and broad HR functions, • Proven success in implementing talent programs and processes, • Knowledge of multi-state employment law (NY, NJ, CA), • Experience in multi-location or COE/HRBP models, • Strong project management, stakeholder engagement, and communication skills, • Proficiency in HR tech, data analysis, and leveraging AI tools (e.g., ChatGPT, Copilot), • Experience in retail, hospitality, healthcare, or distributed services (preferred), • SHRM-CP, SHRM-SCP, PHR, or SPHR certification (preferred) Location Based in the NY Metro area, with options in Cranford, NJ; Farmingdale, NY; or Stamford, CT, plus two days/week at NYC headquarters. Compensation & Benefits • Salary: $140,000–$160,000, • Target Bonus: 20% of base salary, • Benefits include medical, dental, vision, life, STD/LTD, 401(k) match, student loan reimbursement, and tuition assistance. Pay Range$140,000—$160,000 USDDISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties and qualifications required of employees assigned to this job.SMS terms: Windows, LLC offers you the option to engage in SMS text conversations about your job application. By participating, you also understand that message frequency may vary depending on the status of your job application, and that message and data rates may apply. Please consult your carrier for further information on applicable rates and fees. Carriers are not liable for delayed or undelivered messages. Reply STOP to cancel and HELP for help.By opting-in to receiving SMS text messages about your job application, you acknowledge and agree that your consent data, mobile number, and personal information will be collected and stored solely for the purpose of providing you with updates and information related to your job application. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

ABOUT US: Pinnacle Mortgage Corp. is dedicated to providing top-quality financial services while safeguarding our clients' privacy and security. We specialize in helping clients achieve their homeownership and financial goals through tailored loan solutions. POSITION PROILE: We are seeking an experienced and Motivated Mortgage Sales Manager to join our team. At it's core this is a Producing leadership role. As a Mortgage Sales Manager at Pinnacle Mortgage Corp, you will play a pivotal role in expanding our brand into new markets and driving loan production. You will be responsible for leading and managing a team of Loan Officers, ensuring they meet sales goals while delivering exceptional service to our clients. This role requires a deep understanding of mortgage products, excellent leadership and mentoring skills and a proven track record of success. RESPONSIBILITIES: • Engage with clients to understand their financial objectives and guide them through the mortgage application process with attention to detail., • Assess client financial profiles, including income, credit history, and debt obligations, to determine eligibility and recommend suitable loan options., • Supervise, train and mentor a high-performing team of Mortgage Loan Officers to ensure they achieve individual and team sales targets, • Provide ongoing coaching, mentoring, and performance feedback to team members, • Monitor team performance metrics, set sales targets and goals aligned with company objectives, • Foster a positive and collaborative team culture that encourages creativity, teamwork, and continuous improvement, • Ensure compliance with all regulatory requirements and company policies, • Build and maintain strong relationships with real estate agents, builders, and other referral sources, • Represent Pinnacle Mortgage Corp. in the local community to enhance brand visibility and reputation. WHAT YOU NEED TO BE SUCCESSFUL: • Bachelor’s degree in finance, Business Administration, or related field preferred, • Proven experience as a Mortgage Sales Manager or similar role with a proven track record in sales leadership, • In-depth knowledge of mortgage lending practices, regulations, and procedures., • Strong leadership and decision-making skills with a proven track record of driving results., • Must be a licensed Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS), authorized to conduct business in New Hampshire, • Excellent communication, negotiation, and interpersonal skills, • Ability to thrive in a fast-paced, competitive environment WHY PINNACAL MORTGAGE CORP: Because we believe in valuing and investing in our team members. Pinnacle Mortgage Corp. provides outstanding compensation and benefits package. By offering perks such as a company matching 401K plan, continuous paid training opportunities, and robust healthcare coverage, including Medical, Dental & Vision, we aim to support our employees' financial security, professional growth, and overall quality of life. Pinnacle Mortgage provides equal employment opportunities and non-discrimination for all employees and qualified applicants without regard to a person’s race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any characteristic protected under applicable law.

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office About the Opportunity Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products. The organization provides multiple work arrangements, including remote, hybrid, and in-office options (based on location and business needs). Role Overview The Loan Officer / Mortgage Retail Sales Manager is responsible for originating residential mortgage loans, developing referral relationships, and guiding borrowers through the loan process in accordance with federal, state, and company policies. This position may include individual production and/or team leadership responsibilities depending on experience and assigned scope. Platform Highlights Multiple lending channels: Options may include retail, wholesale, and broker capabilities (subject to eligibility and company guidelines). Operational support: Centralized/local processing and underwriting resources to assist with loan pipeline management. Product availability: Conventional, Jumbo, FHA, and VA financing, as well as select specialty programs that may include down payment assistance (DPA), physician, construction, renovation, reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-forward suite built for originators—personal branding tools, digital campaigns, and social content designed to keep you visible, consistent, and top-of-mind. Compensation Compensation is competitive and may include commission-based earnings and/or other incentives, based on role scope, experience, and applicable plans. Details will be provided during the interview process. Job requirements Active NMLS license (required) 2+ years of recent mortgage origination experience (preferred) Demonstrated ability to develop referral relationships and maintain a client-focused approach Strong communication, organization, and time-management skills Ability to comply with applicable federal and state regulations, as well as company policies and procedures Your application has been successfully submitted! _

ABOUT US: Pinnacle Mortgage Corp. delivers top-tier financial services with competitive rates. Our mortgage professionals prioritize personalized attention, ensuring tailored financial solutions for purchasing a home, refinancing, or consolidating debt. Unlike larger nationwide mortgage firms, we prioritize the security and confidentiality of your information. Our trusted reputation in the community reflects our dedication to maintaining client trust and confidentiality. POSITION PROILE: We are currently seeking a Sales Manager to join the Pinnacle Mortgage Corp. team. As Sales Manager you will help grow and expand the Pinnacle brand into the Detroit MI market. At it's core this is a Producing role. In addition to managing their own book of business the Sales Manager will help the growth, operation and profitability of the assigned region. The Sales Manager plays a crucial role in driving loan production, ensuring compliance with regulations, and fostering a culture of excellence and team collaboration. Whether clients are purchasing their dream home, refinancing an existing loan, or consolidating debt, you and your team will leverage your expertise to find the right loan program at the lowest rates available in their area. RESPONSIBILITIES: • Originate Loan Application through referral sources, • Increase loan production of the region, in alignment with corporate objectives and targets, • Develop, support, train and mentor a team of loan officers, • Facilitate on-going training sessions for Loan Officers and other branch personnel, • Review score cards and production reports, identify areas for improvement to optimize business performance, • Monitor and develop KPI’s for team, • Educate team on new loan programs, terms, and rates available, ensuring they make informed decisions to best serve their customers, • Advise and assist Loan Officers on company policies and procedures as well as compliance requirements, ensuring adherence to regulatory standards and best practices, • Collaborate with internal teams, to expedite loan processing and ensure timely closings., • Maintain confidentiality and security of client information at all times, adhering to strict privacy policies, • Cultivate lasting relationships with clients by delivering exceptional service, • Stay abreast of industry trends, market conditions, and regulatory changes to provide accurate and up-to-date guidance to your team, • Participate in business development initiatives, networking events, and community endeavors to enhance visibility and generate new business prospects. WHAT YOU NEED TO BE SUCCESSFUL: • Must be a licensed Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS), authorized to conduct business in Michigan., • Bachelor's degree in Finance, Business Administration, or related field preferred., • Proven experience developing and leading high-performance sales teams within the mortgage industry., • Strong understanding of mortgage lending practices, regulations, and compliance requirements., • Excellent communication and interpersonal skills, with a client-centric approach to service delivery., • Detail-oriented with strong analytical and problem-solving abilities., • Familiarity with mortgage origination software and tools preferred., • NMLS licensing as required. WHY PINNACAL MORTGAGE CORP: Voted “BEST OF THE 603” Pinnacle Mortgage Corp. provides its full-time employees with an outstanding compensation and benefits package because we believe in valuing and investing in our team members. We understand that competitive compensation and comprehensive benefits not only attract top talent but also contribute to the overall well-being and satisfaction of our employees. By offering perks such as a company matching 401K plan, continuous training opportunities, and robust healthcare coverage, including Medical, Dental & Vision, we aim to support our employees' financial security, professional growth, and overall quality of life. Pinnacle Mortgage provides equal employment opportunities and non-discrimination for all employees and qualified applicants without regard to a person’s race, color, gender, age, religion, national origin, ancestry, disability, veteran status, genetic information, sexual orientation, or any characteristic protected under applicable law. Laborie is committed to providing access and reasonable accommodation in our services, activities, education, and employment for individuals with disabilities.

About Us Capital Bank N.A. is headquartered in Maryland and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey. Come join a bank where our employees thrive and are engaged in meaningful work. For the last 6 out of 7 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Capital Bank Home Loans (CBHL), a division of Capital Bank N.A., is a premier nationwide mortgage lender. We deliver over $1BLN in new mortgage originations annually with a 50 state platform, in house underwriting and closing, and excellent pricing and products. We invested in digitizing our online mortgage application process to help expedite home buying or refinancing for our customers. Many top ranked mortgage lenders have joined Capital Bank Home Loans and we are looking to grow the business further by bringing in branches or independent originators. Position Purpose We are currently hiring experienced Mortgage Loan Originators (MLO) or Teams who proactively identify, develop and maintain a quality network of external relationships and COI's that serve as a source of referrals for new mortgage lending opportunities. The Mortgage Loan Originator performs a wide range of duties related to the origination of residential mortgage loans while providing excellent customer service and effectively managing the pipeline. Position Responsibilities • Market residential mortgage loan products to real estate agents, prospective homebuyers and/or builder sales representative., • Spend 25% or more of the workday conducting marketing activities and closing business outside of the work-site (including home office)., • Originate loan applications ensuring correct pricing, fulfillment of investor guidelines, compliance with federal and state banking credit, and non-discrimination regulations., • Assist the processor in securing needed documentation as required for loan approval., • Constantly review investor guidelines, in order to remain current with agency (FNMA, FHLMC, GNMA, MHF) and individual investor guidelines., • Maintain high levels of customer service while managing each applicant's and support staffs expectations. Minimum Education & Experience • A minimum of 3 years’ work experience originating residential mortgages., • Experience in originating loans for sale to FNMA, FHLMC, GNMA and/or CDA preferred., • Experience using a mortgage loan management system is required; Encompass experience highly preferred. Technical Knowledge and Skills • Strong interpersonal, communication and customer service skills., • Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook. Compensation • This is a 100% commission-based role. Working Arrangements • This is a 100% remote role., • We are currently looking to hire only within our core locations which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), North Carolina (NC), South Carolina (SC), Florida (FL). Why Join Us? • Join a growing company with a culture that fosters an entrepreneurial spirit, • Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more?, • Company Contributions to your 401k - Regardless of your contribution, • Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!, • Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities Supporting Businesses. Helping People. Strengthening Communities. Capital Bank, N.A. is an E-Verify, Affirmative Action and Equal Opportunity Employer.

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office About the Opportunity Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products. The organization provides multiple work arrangements, including remote, hybrid, and in-office options (based on location and business needs). Role Overview The Loan Officer / Mortgage Retail Sales Manager is responsible for originating residential mortgage loans, developing referral relationships, and guiding borrowers through the loan process in accordance with federal, state, and company policies. This position may include individual production and/or team leadership responsibilities depending on experience and assigned scope. Platform Highlights Multiple lending channels: Options may include retail, wholesale, and broker capabilities (subject to eligibility and company guidelines). Operational support: Centralized/local processing and underwriting resources to assist with loan pipeline management. Product availability: Conventional, Jumbo, FHA, and VA financing, as well as select specialty programs that may include down payment assistance (DPA), physician, construction, renovation, reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-forward suite built for originators—personal branding tools, digital campaigns, and social content designed to keep you visible, consistent, and top-of-mind. Compensation Compensation is competitive and may include commission-based earnings and/or other incentives, based on role scope, experience, and applicable plans. Details will be provided during the interview process. Job requirements Active NMLS license (required) 2+ years of recent mortgage origination experience (preferred) Demonstrated ability to develop referral relationships and maintain a client-focused approach Strong communication, organization, and time-management skills Ability to comply with applicable federal and state regulations, as well as company policies and procedures Your application has been successfully submitted! _

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office About the Opportunity Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products. The organization provides multiple work arrangements, including remote, hybrid, and in-office options (based on location and business needs). Role Overview The Loan Officer / Mortgage Retail Sales Manager is responsible for originating residential mortgage loans, developing referral relationships, and guiding borrowers through the loan process in accordance with federal, state, and company policies. This position may include individual production and/or team leadership responsibilities depending on experience and assigned scope. Platform Highlights Multiple lending channels: Options may include retail, wholesale, and broker capabilities (subject to eligibility and company guidelines). Operational support: Centralized/local processing and underwriting resources to assist with loan pipeline management. Product availability: Conventional, Jumbo, FHA, and VA financing, as well as select specialty programs that may include down payment assistance (DPA), physician, construction, renovation, reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-forward suite built for originators—personal branding tools, digital campaigns, and social content designed to keep you visible, consistent, and top-of-mind. Compensation Compensation is competitive and may include commission-based earnings and/or other incentives, based on role scope, experience, and applicable plans. Details will be provided during the interview process. Active NMLS license (required) 2+ years of recent mortgage origination experience (preferred) Demonstrated ability to develop referral relationships and maintain a client-focused approach Strong communication, organization, and time-management skills Ability to comply with applicable federal and state regulations, as well as company policies and procedures Your application has been successfully submitted! _

Call Center Lead Generator - MUST LIVE IN NEW JERSEY 📌 What to Expect After You Apply After submitting your application, you’ll receive an invitation to complete a short, self-guided video interview. It takes about 15–20 minutes and should be completed within 72 hours. Once submitted, our hiring team will review your responses and follow up with next steps. Renewal by Andersen - Metro and Midwest Renewal by Andersen windows is the custom division of Andersen® windows. Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for exclusive window and door systems. Renewal by Andersen® was founded with the objective of creating a different and better window and door replacement experience for homeowners. This position plays an integral role within our Inside Sales team and overall strength of our company. This role would be a work from home position; must live in New Jersey. All characteristics for this role will include, but are not limited to, the following: Primary Responsibilities: • Dial out to up to 30 homeowners an hour while tending to heavy inbound call flow for homeowners who have contacted us via one of our marketing avenues, • Document and track all set appointments accurately so that all future customer demonstration and price activity is done per company standards, • Managing high volume of inbound and outbound calls while multitasking through various systems Qualifications: • Minimum 2 years of Sales experience, • Bilingual is a plus, • High School diploma or equivalent, • Sales mindset and metrics driven, • Ability to work varying shifts, including some evenings and weekends, • Must live in New Jersey to be considered for this position, • Our 6-8 week, paid training will take place fully remote Compensation and Benefits:- • $20_ with uncapped commission structure based on appointments set - most reps are making at least $22/hr with commission, • Full insurance package, including medical, dental, vision, and life for full-time employees, • 401(K) program for full-time employees, • PTO, • Student Loan Repayment Program, • Advancement opportunities - we promote from within! Schedule: • Remote work, • Must be able to work some morning and evenings shifts, and one weekend shift every week., • Must have the ability to work until 10:30pm at least ONCE a week., • Days off will not be consecutive, • Must be available to work during operating hours: Monday-Friday: 7:50am-10:30pm, Weekends: 8:50am-8pm #LI-CC1SMS terms: Garden State Custom Windows, LLC, also known as RbA of NJ/NY Metro, offers you the option to engage in SMS text conversations about your job application. By participating, you also understand that message frequency may vary depending on the status of your job application, and that message and data rates may apply. Please consult your carrier for further information on applicable rates and fees. Carriers are not liable for delayed or undelivered messages. Reply STOP to cancel and HELP for help. By opting-in to receiving SMS text messages about your job application, you acknowledge and agree that your consent data, mobile number, and personal information will be collected and stored solely for the purpose of providing you with updates and information related to your job application. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Call Center Lead Generator - MUST LIVE IN INDIANA Renewal by Andersen - Metro and Midwest Renewal by Andersen windows is the custom division of Andersen® windows. Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for exclusive window and door systems. Renewal by Andersen® was founded with the objective of creating a different and better window and door replacement experience for homeowners. This position plays an integral role within our Inside Sales team and overall strength of our company. This role would be a work from home position; must live in INDIANA. All characteristics for this role will include, but are not limited to, the following: Primary Responsibilities: • Dial out to up to 30 homeowners an hour while tending to heavy inbound call flow for homeowners who have contacted us via one of our marketing avenues, • Document and track all set appointments accurately so that all future customer demonstration and price activity is done per company standards, • Managing high volume of inbound and outbound calls while multitasking through various systems Qualifications: • Minimum 2 years of Sales experience, • Bilingual is a plus, • High School diploma or equivalent, • Sales mindset and metrics driven, • Ability to work varying shifts, including some evenings and weekends, • Must live in Indiana to be considered for this position, • Our 3 week, paid training will take place fully remote Compensation and Benefits: • $_ with uncapped commission structure based on appointments set - most reps are making at least $20-$25/hr with commission, • Full insurance package, including medical, dental, vision, and life for full-time employees, • 401(K) program for full-time employees, • PTO, • Student Loan Reimbursement Program, • Advancement opportunities - we promote from within! Schedule: • Remote work, • Must be able to work some morning and evenings shifts, and one weekend shift every week., • Must have the ability to work until 10:30pm at least ONCE a week., • Days off will not be consecutive, • Must be available to work during operating hours: Monday-Friday: 7:50am-10:30pm, Weekends: 8:50am-8pm #LI-DNI \n \n SMS terms: Windows, LLC offers you the option to engage in SMS text conversations about your job application. By participating, you also understand that message frequency may vary depending on the status of your job application, and that message and data rates may apply. Please consult your carrier for further information on applicable rates and fees. Carriers are not liable for delayed or undelivered messages. You may reply STOP to cancel and HELP for help. By opting-in to receiving SMS text messages about your job application, you acknowledge and agree that your consent data, mobile number, and personal information will be collected and stored solely for the purpose of providing you with updates and information related to your job application. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Lead Generation Specialist/Inside Sales Representative - MUST LIVE IN INDIANA 📌 What to Expect After You Apply After submitting your application, you’ll receive an invitation to complete a short, self-guided video interview. It takes about 15–20 minutes and should be completed within 72 hours. Once submitted, our hiring team will review your responses and follow up with next steps. Renewal by Andersen - Metro and MidwestRenewal by Andersen windows is the custom division of Andersen® windows. Founded in 1903, Andersen Windows has been the world’s largest and most recognized brand for exclusive window and door systems. Renewal by Andersen® was founded with the objective of creating a different and better window and door replacement experience for homeowners.This position plays an integral role within our Inside Sales team and overall strength of our company. This role would be a work from home position; must live in INDIANA. All characteristics for this role will include, but are not limited to, the following: Primary Responsibilities:- Dial out to up to 30 homeowners an hour while tending to heavy inbound call flow for homeowners who have contacted us via one of our marketing avenues- Document and track all set appointments accurately so that all future customer demonstration and price activity is done per company standards- Managing high volume of inbound and outbound calls while multitasking through various systems Qualifications:- Minimum 2 years of Sales experience- Bilingual is a plus- High School diploma or equivalent- Sales mindset and metrics driven- Ability to work varying shifts, including some evenings and weekends- Must live in Indiana to be considered for this position- Our 3 week, paid training will take place fully remote Compensation and Benefits:- $19.25/hr with uncapped commission structure based on appointments set - most reps are making at least $20-$25/hr with commission- Full insurance package, including medical, dental, vision, and life for full-time employees- 401(K) program for full-time employees- PTO- Student Loan Reimbursement Program- Advancement opportunities - we promote from within! Schedule:- Remote work- Must be able to work some morning and evenings shifts, and one weekend shift every week.- Must have the ability to work until 10:30pm at least ONCE a week.- Days off will not be consecutive- Must be available to work during operating hours: Monday-Friday: 7:50am-10:30pm, Weekends: 8:50am-8pm #LI-DNISMS terms: Windows, LLC offers you the option to engage in SMS text conversations about your job application. By participating, you also understand that message frequency may vary depending on the status of your job application, and that message and data rates may apply. Please consult your carrier for further information on applicable rates and fees. Carriers are not liable for delayed or undelivered messages. You may reply STOP to cancel and HELP for help. By opting-in to receiving SMS text messages about your job application, you acknowledge and agree that your consent data, mobile number, and personal information will be collected and stored solely for the purpose of providing you with updates and information related to your job application. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

Job Description Renewal by Andersen is the custom division of Andersen Windows. Founded in 1903, Andersen Windows has been the world's largest and most recognized brand for exclusive window and door systems. Renewal by Andersen was founded with the objective of creating a different and better window and door replacement experience for homeowners. Uncapped Bonuses. No Experience Needed. In this role, you will be the face of the brand in the field, connecting with homeowners at their home to discuss their window and door needs, sharing what makes our products different and scheduling in-home consultations with our sales team. No prior experience is needed. We provide all the training and tools you need to succeed in making more money than you thought possible! What You'll Earn: • $20/hour + Uncapped Bonuses, • Total Compensation: $50-60k annually Benefits • Full insurance package, including medical, dental, vision, and life, • 401(K) programs with company match, • PTO and paid holidays, • Student loan repayment program, • Paid training What You'll Do: • Generate leads and schedule in-home consultations for the sales team by approaching homeowners at their door., • Represent the brand to share information about our window and door solutions., • Navigate assigned neighborhoods effectively, which involves substantial walking in various outdoor conditions. Your Schedule: • Full-Time What We Are Looking For: • An outgoing, energetic personality with strong communication skills., • A background in customer service or hospitality is a plus., • Self-motivated and goal driven. DISCLAIMER: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as an exhaustive list of all responsibilities, duties and qualifications required of employees assigned to this job.SMS terms: Windows, LLC offers you the option to engage in SMS text conversations about your job application. By participating, you also understand that message frequency may vary depending on the status of your job application, and that message and data rates may apply. Please consult your carrier for further information on applicable rates and fees. Carriers are not liable for delayed or undelivered messages. Reply STOP to cancel and HELP for help.By opting-in to receiving SMS text messages about your job application, you acknowledge and agree that your consent data, mobile number, and personal information will be collected and stored solely for the purpose of providing you with updates and information related to your job application. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

We handle all underwriting in house with our own underwriters including NON-QM & and our own products so no need to ask multiple account executives about products. Your Role and What You'll Bring to Our Team We are looking for experienced, ethical, and passionate professionals ready to join us as Mo

If fully licensed, the production assistant may perform certain originator actions (where allowable by law) on behalf of the Loan Consultant and/or Sales Manager. Position Summary: The Production Assistant is responsible for supporting the Loan Consultants and/or Sales Managers in administrative, ma

Description: General Responsibilities: Responsible for performing various duties to promote the Banks mortgage loan products in order to attract new loan business and refinances; achieving established sales goals as established in the Banks business objectives; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; maintaining appropriate records and providing assigned reports. Essential Duties: • Successful Completion of One Bank/One Team/One Brand Discipline., • Performs various duties to promote the Banks mortgage loan products in order to attract new loan business and refinances of which the following are illustrative:, • Focuses on marketing and promotional strategies to attract new business., • Makes presentations to various audiences; educates borrowers on loan products and process., • Makes contact and aggressively promotes the Bank to real estate agents, builders, developers, financial planners/CPAs, attorneys, and other referral sources., • Participates in business development activities outside the office., • Develops a reputation as a trusted financial advisor to customers and contacts., • Maintains contact with customers throughout the entire loan process; maintains positive client relationships., • Attends mortgage closings or coordinates with branch representative or mortgage closer., • Cross sells other bank products to mortgage customers., • Primary resource for involved mortgage counseling., • Self-Sources Mortgage Leads through business development efforts and initiatives., • Promptly handles referrals from branches and other line of business., • Origination through closing handling of mortgage customer., • Enhances mortgage customers banking relationships with checking and other banking products., • Conducts warm hand off for customers to branch., • Completes community based CRA visits., • Ability to provide professional service to our customers or prospective customers, in person, via phone, online chat or virtually (video). Ancillary Duties: • Performs tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer. Peoples Security Bank and Trust Company is an Equal Opportunity Employer Requirements: Basic Qualifications: Education/Training: A Bachelors Degree in a related field normally required; specialized education/training related to mortgage sales. Skill(s): Must demonstrate strong communication skills; excellent interpersonal relations skills; proficient sales skills; proficient public speaking skills; thorough understanding of underwriting criteria and guidelines; extensive knowledge of current state and federal compliance regulations and secondary market guidelines. Experience: A minimum of five (5) years of mortgage/sales experience normally required. PI856583a8203e-26289-39704693

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Branch Manager SAFE Act is a senior-level management position responsible for providing full leadership and direction to a team of employees and growing sales and client base in coordination with the Consumer Sales team. The overall objective of this role is to lead a team, grow sales, build customer loyalty and recommend the development of business strategies or initiatives. Responsibilities may also include the management of activities by external organizations and the direct management of individuals and sales teams. Responsibilities: • Oversee the development and execution of integrated sales, relationship, and credit strategies, business plans and operational goals through building customer relationships, developing sales plans, focusing on employee performance/development, • Monitor and adhere to operational controls, including legal, corporate and regulatory policies and procedures to ensure the safety and security of customer and bank assets, • Drive individual production goals with target clients and outbound sales activities, including building referral network and relationships with internal partners and external contacts to support portfolio growth, • Collaborate with branch partners and internal groups, integrate segment partners into the branch team and leverage workforce planning tools to optimize staffing, • Conduct daily proof processes to ensure adherence to operational requirements and investigate controllable losses among branch staff, • Conduct managerial responsibilities such as hiring, performance management/evaluation, activity-based coaching and mentoring, compensation and communication of expectations and goals as well as fostering a motivating, collaborative environment, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards. Qualifications: • 10+ years of relevant experience, • Experience in people management, business banking (retail banking preferred) and cash/treasury management with proven credit skills, • Proven success in managing team(s) in a sales environment and leading and influencing a team in a matrix environment, • Proven client-service orientation with demonstrated optimistic, efficient working attitude, work ethic and self-motivation to succeed, • Consistently demonstrate clear and concise written and verbal communication, • Consistently able to adapt to organizational, business and regulatory changes and lead teams through change, • Proven time-management, leadership, interpersonal, negotiation, presentation, strategic problem-solving and decision-making skills, • Ability to exercise good judgment, prioritize and collaborate with passion for innovation, • Must be registered or be willing to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities Education: • Bachelor's degree/University degree or equivalent experience, • Master's degree preferred Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. Job responsibilities: • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services, • Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts, • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships, • Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances Required qualifications, capabilities, and skills: • Minimum three years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills: • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment, • Bachelor's degree or equivalent work experience in sales and/or real estate This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Branch Manager in a Chase Branch, you will be at the forefront of delivering attentive and friendly service, creating a welcoming environment that puts employees and clients first. You will lead and manage all aspects of the branch including growing deposits and investments, operations, and coaching the team for success. You will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology, as well as collaborating with our team of experts to help with specialized financial needs for clients. • Be a motivating force for the branch team by sharing a clear vision and embodying our company's culture and values of Service, Heart, Curiosity, Courage, and Excellence., • Deliver on the goals of the branch by leveraging the Branch Scorecard to identify strategies to successfully grow deposits and investments., • Prioritize understanding and meeting the needs of our clients to build lasting relationships and trust., • Build and cultivate a high-performing team through coaching, feedback, and celebrating successes to boost morale and motivation., • Encourage ongoing learning and development within the team to keep skills sharp and stay ahead in the industry., • Forge meaningful relationships with local businesses to strengthen our branch presence and actively engage with the community., • Ensure a strong risk and control environment by using sound judgment, acting with integrity, and protecting our company and clients, following policies and procedures., • You have a passion for creating exceptional experiences and a knack for setting the tone in the branch, ensuring every client feels valued and every team member is part of a dynamic and engaging culture., • You have outstanding leadership skills that shine through your proven track record of coaching and empowering employees, helping them achieve remarkable results and grow in their roles., • You are a master of multitasking, excelling at organizing and managing competing priorities in the branch, always with an eye on developing plans for growth and success., • You thrive in a fast-paced, changing environment, using your strong decision-making skills to navigate challenges and lead the team confidently., • You are experienced in creating and maintaining a strong risk and control environment, you demonstrate a steadfast commitment to operational integrity and adherence to policies., • You have a strong desire and ability to influence, educate, and connect your team, partners, and clients with technology, making it accessible and exciting for everyone involved., • You have 2+ years of management, Retail Banking, or equivalent Chase leadership experience., • You have a high school degree, GED, or foreign equivalent., • You have the ability to work branch hours including weekends and evenings., • You have a college degree or military equivalent., • You'll successfully complete our Branch Manager Training Program before being considered for placement as a Branch Manager., • You'll need to be able to travel as required for in-person training and meetings; some travel may be out-of-state. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business. Job responsibilities • Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations., • Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stagewhether short-term, medium-term, or long-termthrough a comprehensive and personalized planning approach., • Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations., • Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication., • Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance., • Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth., • Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities., • Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise., • Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence. Required qualifications, capabilities, and skills • Possess 10+ years in Financial Services, including affluent or complex relationship management and business development., • Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business., • Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships., • Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning., • Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service., • The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 150 days of hire, with study materials and support provided. Preferred qualifications, capabilities, and skills • Hold a college degree or military equivalent. Federal Deposit Insurance Act: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx

JPMorganChase continues to expand our market presence and high-touch service model for high-net-worth customers through our Private Client offering. Join us as a Market Director in New York City and lead a team of Relationship Managers dedicated to delivering best-in-class banking, lending, and investment solutions for affluent clients. Be part of a culture that values excellence, collaboration, and continuous growth. As a Market Director in Private Client for New York City, you will lead and develop a team of Relationship Managers who nurture high-net-worth client relationships and deliver centralized, high-touch service. You will drive strategic growth, foster a client-centric culture, and ensure dynamic performance at both the Relationship Manager and market levels. Your role requires strategic thinking, a passion for exceptional client service, and expertise in sales and practice management. Job Responsibilities • Recruit, lead, mentor, and manage a team of Relationship Managers, fostering their professional growth through training and development., • Develop and execute market strategies to expand the affluent client segment and drive business growth., • Build and maintain strong relationships with key clients and centers of influence to enhance market reach., • Collaborate with leaders across lines of business to identify opportunities and deliver seamless client experiences., • Promote a culture of excellence, collaboration, and continuous improvement within the team and among stakeholders., • Establish clear performance expectations, providing regular feedback and coaching to help team members achieve goals., • Serve as the escalation point for complex client issues, ensuring timely and effective resolution., • Represent JPMorganChase at industry events and networking opportunities to strengthen the firm's presence., • Create and promote a culture of risk management and controls to ensure compliance and mitigate risks. Required Qualifications, Capabilities, and Skills • 10+ years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients., • 5+ years of experience recruiting, developing, and coaching professionals who serve affluent clients across banking, investment, and lending needs., • Proven ability to cultivate a client-centric culture focused on personalized service and long-term relationships., • Strong track record in business development, working with strategic clients and centers of influence to drive growth., • Exceptional interpersonal and communication skills, with strategic thinking abilities., • Demonstrated success in building and maintaining internal partnerships to enhance service delivery and client care., • Ability to travel up to 30% of the time as needed. Preferred Qualifications, Capabilities, and Skills • College degree or military equivalent. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job responsibilities • Coach and mentor the branch team by providing training on products and services., • Works together with bankers, meet with customers, and introduce new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required qualifications, capabilities, and skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred qualifications, capabilities, and skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment Federal deposit insurance act: This position is subject to section 19 of the federal deposit insurance act. As such, an employment offer for this position is contingent on JP Morgan Chase's review of criminal conviction history, including pretrial diversions or program entries. This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for loan originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal opportunity employer/disability/veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required. Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience

The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures., • Ensure that KYC/AML and other compliance norms are strictly adhered., • Partner with all roles on branch team to ensure all clients have a positive in-branch experience., • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience., • Strong analytical and financial skills., • Strong verbal and written communication skills., • Organized with strong attention to details., • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred., • Basic understanding of investment and financial planning strategies preferred., • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction., • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent., • Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Insurance Group 1 required., • Must meet ALL Insurance Group 1 requirements within 150 days of starting in the role., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience

At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. Job responsibilities • Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment., • Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations., • Engage in clear, polite, consultative communication to understand and help clients, building trust ask questions and listen to understand, anticipate their needs., • Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want., • Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs., • Adhere to policies, procedures, and regulatory banking requirements. Required qualifications, capabilities, and skills • 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results., • Ability to create memorable experiences for our clients elevate the client experience., • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs., • Ability to quickly and effectively resolve client issues with attention to detail providing consistent client experience., • Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training., • High school degree, GED, or foreign equivalent., • The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided., • Ability to work branch hours including weekends and some evenings. Preferred qualifications, capabilities, and skills • College degree or military equivalent., • Experience adhering to banking policies, procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual. Responsibilities: • Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills., • Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools based on client profiling., • With the support of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions., • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent communication, access to seminars, etc., • Master referral opportunities to grow portfolio., • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities., • Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager, etc.), • Organize client events to enhance client bonding., • Acquire new clients through converting referral leads., • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures, • Ensure that KYC/AML and other compliance norms are strictly adhered to, • Partner with all roles on branch team to ensure all clients have a positive in-branch experience, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications: • 5-8 years of experience, • Strong analytical and financial skills, • Strong verbal and written communication skills, • Organized with strong attention to detail, • Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience using NaviPlan Select or similar financial planning software preferred, • Basic understanding of investment and financial planning strategies preferred, • Must be a self-starter, problem solver and a goal-oriented team player able to work without direction, • Required current US FINRA Registration: SIE, Series 6, 63, and 65 OR Series 7 and 66 or equivalent. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role., • Life Insurance required. Must obtain within 120 days of meeting all US FINRA Registration requirements if not already held., • This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures. Education: • Bachelor's/University degree or equivalent experience Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

The Premier Banker is an experienced banker, servicing as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role is to grow, deepen, and retain client relationships by delivering TD's model of convenience, sales, and advice, and differentiating with a personalized, connected experience. Premier Bankers play a critical role in delivering TD's mass affluent premier value, building lasting relationships and providing legendary service to a valued set of clients. Work Location: Staten Island, New York, United States of America Hours: 40 Pay Details: $27.75 - $41.50 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Depth & Scope: • Works in a bank location and will be accountable to grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach, • Demonstrates proficiency and in-depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and to act as an experienced liaison with internal partners in small business, wealth, commercial and lending, • Acquires, retains and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting, • Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners, • Delivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate, • Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements, • Engages in conversations with clients about loan products; facilitates the application intake. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry), • Establishes and maintains strong working relationships with partners via ongoing meetings and collaboration to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc., • Partners regularly with the Wealth Financial Advisor including warm referrals and joint pipeline and joint pipeline review meetings to prepare for future client interactions., • Provides ongoing coaching and ongoing feedback to bank staff on effective methods to articulate the program's value and make Premier referrals for mass affluent clients, • Responsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures, • Responsible for implementing TD's client Identification Program (CIP) by collecting and verifying required customer identification information and performing other client Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures Education & Experience: • HS Diploma or GED (required), • Bachelor's / University degree or equivalent experience preferred, • 2+ years financial / banking experience, • Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred, • Life & Health license preferred, • Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients, • Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire, • Consultative sales experience required Customer Accountabilities: • Delivers the TD Premier program to eligible Clients, • Knowledgeable in products and services to be able act as an educator and advisor to clients, • Requires established client service skills to perform a broad range of both routine and multi-step Customer transactions, • Establishes and nurtures client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, actively listening to client needs and offering advice based solutions or partner referrals., • Utilizes client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice, • Understands client's banking preferences with banking and educates clients & non- clients on current promotions and campaigns as well as tools and resources to make banking easier for the client, • Understands and supports the Bank's Customer Service Strategy, • Delivers client end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations, • Considers the impact of decisions on the well-being of TD, its clients, and stakeholders, • Provides the highest level of client service when dealing with internal partners or vendors, • Works as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed Shareholder Accountabilities: • Contributes to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations; fully understanding accountability in driving an operationally sound location, • Ensures documentation that is prepared / completed is accurate and properly reflects client/ business intentions and is consistent with relevant rules / regulations, • Applies Compliance policies and regulations to all transactions to ensure integrity of proper compliance with all documentation that operational requirements are followed and that the appropriate documentation is recorded, • Engages in conversations with clients regarding loan applications, prepares documents, and conducts loan closings, • Meets individual / Store performance metrics Employee/Team Accountabilities: • Contributes to a positive work environment by aligning to TD Model, Brand, and Culture by participating fully as a member of the team, • Is an active participant in personal performance and development activities, • Acts as a brand champion both internally and externally, • Collaborates with team members in contributing to the success of the team and organization, • Partners as a team player, • Strong relationship building and selling skills, • Detail oriented, well organized, self-starter with high energy level, • Actively seeks opportunities to improve delivery of work with high attention to quality standards, • Actively takes ownership of own career and aspirations; seeks out diverse feedback to continuously develop and enhance skills, • Positively embraces change, • Adheres and participates in TD's Shared Commitments, • Models quality service at every client interaction, • Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience, • May train and act as a mentor to newer colleagues, • Leverages the expertise and capabilities of other businesses / partners to better achieve mutual goals in collaboration, • The role is expected to lead continuous coaching in assigned bank locations on all topics supporting the growth of the Mass Affluent segment portfolio / book of business OCC: • This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007, • Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, • Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact. The Branch Manager SAFE Act is a senior management professional responsible for providing full leadership and direction to a team of employees, grow sales and client base in coordination with the consumer sales team. The overall objective of this role is to lead a team grow sales, build customer loyalty and recommend the development of business strategies or initiatives and may include the management of activities by external organizations, and the direct management of individuals and sales teams. Responsibilities: • Develop a sales plans and drive individual production goals, including building referral network and relationships with internal partners and external contacts, • Create an environment through activity-based coaching and performance development and implement/execute coaching plan to develop employee's skill set to achieve personal/branch goals, • Develop and execute integrated sales, relationship, and credit strategies that are aligned with the Retail Bank's priorities, execute business plan to achieve expected goals in all business categories, • Support portfolio growth by identifying opportunities to deepen relationships and increase client acquisition and ensure clients receive optimal service and monitor/adhere to operational controls, • Collaborate with branch partners to successfully achieve goals, build customer relationship and deliver customer service, • Leverage workforce planning tool to optimize staffing in branches and set expectations for branch staff, fostering an environment in which team members work together to achieve all business goals, • Integrate segment partners, partner with Assistant Manager and partner with the Division Operational to drive sales and drive outbound sales activities including: representing Citi and building partnerships in the community, • Conduct daily proof processes to ensure adherence to operational requirements; investigate controllable losses among branch staff; provide coaching and manage performance on decisions used, • Lead hiring process and coordinate performance management, compensation, communication and employee evaluation of branch staff, • Responsible for planning, budgeting and policy formulation and involved in short-term planning resource planning, • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency, as well as effectively supervise the activity of others and create accountability with those who fail to maintain these standards., • 6-10 years of relevant experience required, • Previous experience in banking or financial industry preferred, • Sales management experience preferred, • Registered or willing to register as mortgage loan originator with Nationwide Mortgage Licensing, • Obtain or willing to obtain unique identifier from Registry, • Consistently demonstrates clear and concise written and verbal communication skills, • Consistently demonstrates analytic skills, • Bachelor's Degree/University degree or equivalent experience, • Master's degree preferred This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

JPMorganChase continues to expand our market presence and high-touch service model for high-net-worth customers through our Private Client offering. Join us as a Market Director in New York City and lead a team of Relationship Managers dedicated to delivering best-in-class banking, lending, and investment solutions for affluent clients. Be part of a culture that values excellence, collaboration, and continuous growth. As a Market Director in Private Client for New York City, you will lead and develop a team of Relationship Managers who nurture high-net-worth client relationships and deliver centralized, high-touch service. You will drive strategic growth, foster a client-centric culture, and ensure dynamic performance at both the Relationship Manager and market levels. Your role requires strategic thinking, a passion for exceptional client service, and expertise in sales and practice management. Job Responsibilities • Recruit, lead, mentor, and manage a team of Relationship Managers, fostering their professional growth through training and development., • Develop and execute market strategies to expand the affluent client segment and drive business growth., • Build and maintain strong relationships with key clients and centers of influence to enhance market reach., • Collaborate with leaders across lines of business to identify opportunities and deliver seamless client experiences., • Promote a culture of excellence, collaboration, and continuous improvement within the team and among stakeholders., • Establish clear performance expectations, providing regular feedback and coaching to help team members achieve goals., • Serve as the escalation point for complex client issues, ensuring timely and effective resolution., • Represent JPMorganChase at industry events and networking opportunities to strengthen the firm's presence., • Create and promote a culture of risk management and controls to ensure compliance and mitigate risks. Required Qualifications, Capabilities, and Skills • 10+ years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients., • 5+ years of experience recruiting, developing, and coaching professionals who serve affluent clients across banking, investment, and lending needs., • Proven ability to cultivate a client-centric culture focused on personalized service and long-term relationships., • Strong track record in business development, working with strategic clients and centers of influence to drive growth., • Exceptional interpersonal and communication skills, with strategic thinking abilities., • Demonstrated success in building and maintaining internal partnerships to enhance service delivery and client care., • Ability to travel up to 30% of the time as needed. Preferred Qualifications, Capabilities, and Skills • College degree or military equivalent. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a motivated team dedicated to guiding clients to fulfilling the dream of homeownership. Job Responsibilities • Coaches and mentors the branch team by providing training on products and services., • Works together with bankers, meets with their customers and introduces new clients to bankers for additional products and services., • Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts., • Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and functions well within formal and dotted-line reporting relationships., • Builds role as the internal and external mortgage expert and maintains good relationships with customers., • Exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. Required Qualifications, Capabilities, and Skills • Bachelor's degree or equivalent work experience in sales and/or real estate, • 3+ years of mortgage lending and proven sales experience in retail banking, • Knowledge of real estate market in local area, • Excellent written and oral communication skills, • Knowledge of FHA, VA, FNMA, and FHLMC guidelines Preferred Qualifications, Capabilities, and Skills • FHA/VA sales experience, • Marketing, promoting, relationship building, and consulting skills, • Intermediate PC skills in a Windows environment This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.

We are the #1 SBA loan originator in the nation, with $1 billion in SBA loan volume closed last year and a bold goal of $1. Proven SBA loan producers with a minimum of 45 years of direct experience Annual SBA loan volume of $20M+ (required) Strong referral network already in place Comfortable focusi

Wealthfront is seeking a licensed loan officer assistant to join our team as we build and scale our mortgage lending operations. Deep understanding of mortgage loan products and underwriting guidelines. Mortgage Loan Originator License.

Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. Staying abreast of current trends affecting the financial services industry; has an overall knowledge of the credit union, its policies and procedures and continually expands knowledge and develop skills. Reasonable accom

The Mortgage Loan Officer will be responsible for originating residential mortgage loans while developing referral relationships and expanding the company's presence in new geographic markets. A growing mortgage company is seeking experienced, licensed Mortgage Loan Officers (MLOs) to support expans

Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U. The Mortgage Loan Officer takes residential mortgage lo

Commercial Mortgage Loan Originator. M&T Realty Capital Corporation (MTRCC) is seeking an experienced Commercial Mortgage Loan Originator to drive production across our full suite of products, including Fannie Mae DUS, Freddie Mac, multifamily bridge-to-agency, FHA, and Conduit/Life Company placemen

Key Responsibilities Originate mortgage loans in accordance with company guidelines and lending regulations Conduct borrower interviews to gather required financial information and assess eligibility Evaluate applicant financial documents to determine appropriate loan programs Educate clients on

Mortgage Loan Originator Team Lead in the United States who will be responsible for originating residential mortgage loans and supporting loan production efforts.

Elliman Capital seeks a Mortgage Loan Originator to enhance relationships with agents in Hoboken, NJ. Responsibilities include managing the mortgage process and participating in office events. Candidates should have an active NMLS license and at least four years in residential mortgage origination.

A leading financial services firm is seeking results-driven Loan Originators to join its team in New York.

CrossCountry Mortgage in New Jersey is hiring an Inside Loan Originator to convert inbound premium leads into loans, promoting CCM’s mortgage products and programs.

RMC Home Mortgage in Wexford, PA is seeking an experienced Mortgage Loan Originator. You will manage a pipeline of self-sourced business, guide borrowers through the mortgage process, and ensure compliance with loan submissions. The ideal candidate should have an active NMLS license, over 3 years of

Responsibilities include developing contacts, managing the loan pipeline, and ensuring high customer service levels.Candidates should possess strong communication and organizational skills, a high school diploma is mandatory, and a four-year degree is preferred.Knowledge of lending guidelines and a

Greystone Funding Company LLC is seeking an Originator in New York to source, originate, and close FHA-insured multifamily and healthcare loans.