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Regional Vice President / Producing Manager We’re looking for a high-performing Loan Officer who is ready to step into leadership—without giving up production. This is not a traditional management role. You won’t be buried in operations, fixing problems, or managing day-to-day workflows. Instead, this role is designed for a proven producer who wants to scale their impact by leading a team while staying focused on what they do best: originating and driving business. What This Role Offers • The ability to build and lead a team without operational drag, • Dedicated operational infrastructure to support your business and your team, • A focus on sales leadership, mentorship, and growth, • The opportunity to scale beyond your personal production, • Top-tier P&L upside tied to team performance Your Focus • Continue producing at a high level, • Lead from the front through production and example, • Provide mentorship and group coaching (a few hours per week), • Help recruit and develop talent on the sales side, • Drive culture, accountability, and performance What You Won’t Be Doing • Managing day-to-day operations, • Cleaning up processing or fulfillment issues, • Wondering why you gave up volume to herd cats Who This Is For • A top producing LO or player-coach, • Someone who wants to grow into leadership without sacrificing income, • A builder who wants to create something bigger than their own book of business, • A leader who prefers influencing performance over managing tasks Why This Role Exists Most leadership paths force top producers to choose between income and influence. This model is built so you don’t have to. You can scale a team, expand your impact, and still maintain your production—with the right structure behind you. If you’ve been thinking about leadership but don’t want to lose momentum in your own business, this is worth a conversation. What you’ll gain by joining PRMI: A 28-year-old, multi-billion-dollar production engine with superior access to capital markets. One of the industry’s deepest product benches, unparalleled origination technologies. Actively doing business in 49 states. A FNMA, FHLMC, and GNMA “direct” seller/servicer. Participation with over 40 state housing authorities. Competitor-envied divisional support. A “game changing” value proposition for recruiting and keeping top-producing mortgage talent. Top-tier compensation driven by your divisional P&L revenue, and an extensive employee-benefits palette. Outstanding performance is regularly recognized, including significant awards-travel. What we’re looking for in a leader: • Approximately 5 years of successful experience in retail mortgage origination, to include Principal lending management roles. Less experience may be considered given past achievements., • You must have extensive experience managing and maintaining a network of referral partners to be considered for this position., • Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies., • Demonstrated ability to recruit, hire, train, lead, and motivate branch personnel., • Knowledgeable of, and committed to, QC compliance., • Ability to effectively and professionally handle difficult situations that may arise when working with branches/ division., • Excellent presentation and communication skills, both verbal and written., • Leadership skills evolving from a passion for sales accomplishment, team development, training, and practice growth., • Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.) If you’re looking for a partnership with like-minded, entrepreneurial mortgage professionals, we need to talk! Benefits: • 401(k), • Dental insurance, • Flexible schedule, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Paid time off, • Retirement plan, • Vision insurance Physical setting: • Office Schedule: • Monday to Friday Supplemental pay types: • Bonus pay, • Commission pay Experience: • Mortgage Origination: 5 years (Required) License/Certification: • Mortgage Loan Originator License (Required), • Mortgage Principal Lending License (Required) Work Location: In person Job Type: Full-time

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

Join Natixis as our next Fund Financing Originator. This is a pivotal opportunity to drive significant growth within a dynamic and expanding sector. As an integral member of our team, you'll be instrumental in originating and structuring innovative fund financing solutions, secured by fund shares or assets held by funds. You'll collaborate closely with leading Alternative and Regulated Asset Managers such as Hedge Funds and Private Credit firms. If you're a highly motivated finance professional with a passion for building relationships, a keen understanding of fund markets, and a drive to excel, we invite you to explore this exciting role. Your contributions will be vital in: • Driving Business Development: Originate and nurture new transactions by leveraging your established network and collaborating seamlessly with Natixis's extensive Sales and Coverage teams., • Leading Transaction Lifecycle: Manage the end-to-end lifecycle of complex fund financings and derivatives, from origination through syndication, contributing directly to the team's strategic success., • Client Engagement: Engage directly with clients alongside Sales and Coverage teams, translating their unique needs into actionable financing solutions., • Team Advocacy: Serve as a key ambassador for the team, building its profile and influence both internally among critical stakeholders and externally with clients, prospects, and industry influencers., • Strategic Analysis: Apply sharp analytical skills to meticulously assess collateral, deal structures, and borrower profiles, optimizing transactions for robust risk mitigation., • Risk Collaboration: Work strategically with the Risk Department to refine and tailor transaction structures, ensuring alignment with risk appetite and maximizing deal viability., • Influencing Decisions: Craft compelling internal memoranda and confidently present deal proposals to approval committees, influencing key strategic decisions., • Driving Execution: Spearhead negotiation and finalization of deal documentation, liaising effectively with Legal Counsel, Borrowers, and Syndicate Banks to ensure smooth execution., • Client Partnership: Partner with clients and the Client Management Team to ensure rigorous KYC compliance and maintain optimal client standing., • Operational Excellence: Ensure seamless execution and closing of loan transactions by coordinating effectively with Operations, Agency, and other internal support functions., • Portfolio Stewardship: Contribute to the ongoing health and performance monitoring of our loan and derivative portfolio as required, gaining valuable portfolio management insights., • Market Expansion: Actively engage in targeted marketing initiatives to expand our reach and engagement with both existing and prospective clients., • Mentorship & Development: Mentor and develop junior team members, including Summer Analysts, fostering a culture of learning and collaboration. To thrive in this role, you will have: • Bachelor's degree in Finance, Economics, Business, or a related field, • 4-7+ years of progressive experience in financial services, with a strong focus on origination, structuring, or capital markets within a relevant domain., • Demonstrated expertise in structuring and originating sophisticated fund financings and derivatives, serving a diverse clientele of alternative and regulated asset managers., • A track record of confidently presenting complex deal proposals and strategic insights to senior management and approval committee., • Deep familiarity and practical application of fund financing solutions., • In-depth knowledge of current alternative investment strategies and a nuanced understanding of key market participants and trends., • Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint), essential for financial modeling, reporting, and presentations., • An exceptional collaborative spirit and a proactive approach to teamwork, thriving in a fast-paced, cross-functional environment., • Adept at managing tight deadlines and high-stakes bidding processes with precision and calm., • Superior multitasking capabilities and the agility to seamlessly adapt to evolving priorities in a dynamic market., • Effective verbal and written communication skills; you can articulate complex financial concepts with clarity, conciseness, and persuasive power to diverse audiences., • Proven ability to build rapport and engage effectively with professionals at all levels, from analysts to senior executives., • Unwavering integrity and a robust work ethic, embodying Natixis’s commitment to excellence and ethical conduct., • A global mindset and the ability to thrive in and contribute to a multicultural, international workplace., • A strategic aptitude for cross-selling and presenting Natixis's diverse Global Markets product suite to Fund Solutions clients., • Relevant industry certifications (e.g., SIE, Series 7, 63). Natixis is an equal opportunity employer, committed to a workplace free of discrimination. Natixis will not tolerate any form of discrimination based on age, color, mental or physical handicap or disability, pregnancy, marital status, sexual orientation, national origin, alienage, ancestry or citizenship status, race, religion, sex (including sex stereotyping, gender identity, gender expression or transgender status), veteran status, creed, genetic information or carrier status, or any other protected characteristic as established by law. Respect for all means that we deal with each person as an individual and not as a member of any group. All qualified applicants will receive consideration for employment. Management is expected to provide leadership in supporting the firms EEO program by taking steps to promote EEO in all facets of employment including recruitment, hiring, retention, promotion, performance assessment, and career-development opportunities. The salary range for this VP position will be between $170,000 - $250,000. Natixis is required by law to include a reasonable estimate of the compensation range for this role. Actual base salary will vary and will be based on several factors including, but not limited to, relevant experience, education, skills set, applicable licensure and certifications, and other business and organizational needs. Base salary is only one component of our total rewards package. Natixis also offers a generous benefits package, and you may be eligible for a discretionary incentive award depending on company and individual performance.

FIRM BACKGROUND \n Roc360 is a financial services and asset management platform for residential property investors in the United States. The firm connects fragmented loan markets with institutional capital through a branchless network of third-party originators, brokers, and in-house sales teams to originate loans to property investors who buy, rehab, resell, and/or rent properties. The firm originates and services multiple business-purpose loan products (“BPLs”), via various sales channels which, together with ancillary service offerings, provide an end-to-end experience that drives repeat customer transactions and profitability. The firm’s loan products include residential transitional bridge loans (“RTLs”) (including single and multi-unit properties) and Rental Loans (including single property rentals and rental portfolios). \n \n Founded in 2014, Roc360 is headquartered in NYC, has over 400 employees globally across three continents, and can originate loans in 47 states and Washington, D.C. The firm’s founders have worked together for over 20 years and most of its senior management team has also enjoyed a long tenure at the firm. Through its proprietary technology-enabled Third-Party Originator and Direct-to-Borrower lending channels and strong brand recognition, the firm has funded over $20bn in loans since its inception. \n \n POSITION \n We are seeking a Real Estate Paralegal / Closer located in the NYC area to join our growing and fast-paced real estate closing team. The Real Estate Paralegal will manage a pipeline of real estate closings including bridge and rental loans on residential properties. The Real Estate Paralegal will be responsible for the end-to-end closing process, beginning from loan submission all the way to funding. On a day-to-day basis, tasks will include, but not be limited to, reviewing title reports, entity documents, loan documents, HUD/settlement statements, and granting funding approval. This is all expected to be done with an eye towards complying with company and investor/buyer guidelines. \n \n The Real Estate Paralegal will close loans all throughout the country and will manage a high volume of files. Roc360’s closing process is highly tech-based with automation, closing rooms and a due diligence team that will assist and be made available to the Real Estate Paralegal for quality control and a heightened review of all files. Training will be provided. \n The Real Estate Paralegal must possess exemplary attention to detail, be self-motivated, have strong organizational skills and have the ability to make decisions independently, while managing risk and ensuring the quality and compliance with company and investor/buyer guidelines is being met. \n \n Responsibilities will include: \n\n • Handling loan files from submission to funding.\n, • Coordinating the closing and interacting with all associated parties.\n, • Reviewing tech-generated loan documents for accuracy.\n, • Reviewing title reports and negotiating title endorsements and affirmative coverage to ensure they are compliant with Roc360’s investor guidelines.\n, • Reviewing entity documents to ensure they are valid, binding, and compliant with Roc360’s investor guidelines.\n, • Reviewing HUDs and settlement statements for accuracy.\n, • Working alongside the internal quality control review team in processing all files.\n, • Working with the internal wires team to handle the funding of all files.\n, • Collaborating with Roc360’s closing and credit team to ensure investor guidelines are being met, risk is being managed, files are moving through the process efficiently and the best possible customer experience is being conveyed.\n, • Understand and appreciate the needs of clients, loan buyers, and capital providers and work collaboratively with the firm’s various other teams and departments.\n\n \n QUALIFICATIONS / REQUIREMENTS \n\n • In-person NYC candidates only (potential for hybrid work).\n, • 2+ years’ experience in a Real Estate Paralegal role, specifically as it pertains to closing real estate transactions.\n, • Lender-side representation preferred.\n, • Demonstrated familiarity and experience with a real estate transaction, including reviewing title reports and entity documents.\n, • BS/BA degree or higher.\n, • Familiarity with Microsoft products, including Word and Excel, and Adobe Acrobat.\n, • Excellent written and verbal communication skills.\n, • Strong time-management, organizational and execution skills.\n, • Experience handling a voluminous pipeline of real estate transactions is preferred.\n, • Ability to meet deadlines and work well under pressure.\n, • Highly motivated with a strong work ethic and desire to work in a fast-paced and fluid environment.\n, • Team-oriented and highly collaborative personality.• Client satisfaction-oriented personality and demeanor.\n, • Title/ salary level will be commensurate with the candidate’s experience and background.\n\n \n * \n Roc360 is an Equal Opportunity Employer. We respect and endeavor to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. \n

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

NMLS-licensed mortgage loan originator with hands-on experience in originating a wide range of loan products. We then marry the digital journey with exceptional human interaction from our expert Loan Officers to create the best possible borrower experience. This is a remote opportunity available to

As a Mortgage Loan Originator on our Sales team,. NMLS-licensed mortgage loan originator with hands-on experience in originating a wide range of loan products. Our team has developed a fully digital online application that enables the user to complete their application and start looking for the righ

For the Sage Home Loans website. Curious how Sage Home Loans fits into Red Ventures?.

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

For the Sage Home Loans website. Curious how Sage Home Loans fits into Red Ventures?.

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

PACE Loan Group ("PLG"), at the forefront of scaling C-PACE financing across the country, is hiring a seasoned Loan Originator to our growing team. This is a sales role dependent on sourcing new loan originations. Track record of loan originations and/or deep relationships with developers, property

We are looking for a hungry Loan Originator who wants to build a book of business, close deals, and earn at a high level. The Loan Originator will be responsible for:. Structuring loan terms, pricing deals, and issuing quotes.

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

The Senior Loan Originator is a full-time, remote role responsible for sourcing, structuring, and closing commercial real estate bridge loans. Candidates should possess strong loan origination and loans experience, particularly in commercial real estate and bridge financing. The Senior Loan Originat

Loan Officer or Mortgage Loan Originator preferred. Originate residential mortgage loans, including Conventional, FHA, VA, and Non-QM products. Proficient with loan origination systems and digital documentation tools.

Become an integral part of a team that proudly supports vibrant and diverse neighborhoods by providing loans, investments, and services for low- and moderate-income households and communities nationwide! J.P. Morgan Chase's Community Development Banking (CDB) business is a national leader in community development finance for affordable housing and economic development projects. With our resources, CDB offers financing for projects of any size and complexity, including construction financing, bridge loans, acquisition loans, letters of credit to support bond transactions, direct bond purchases, and long-term permanent financing for Low Income Housing Tax Credit developments and workforce housing. CDB's clients include for-profit and not-for-profit developers, government entities engaged in housing and economic development, and community-based organizations. As a Community Development Banking Associate within our Commercial Real Estate team, your initial responsibility will be to provide support and assistance in the underwriting and approval process for acquisition, construction, and/or permanent loans sourced by originations colleagues. You will report to a CDRE Banker, but will support members of the originations and risk teams. Job Responsibilities • Gather, analyze, and maintain client, sponsor, and deal information, including system updates and record completeness., • Support pitch preparation by helping evaluate deal terms, project budgets, market context, development team, and overall economics., • Prepare LOIs/term sheets and related client documentation in partnership with the Credit Originator., • Build draft profitability models and partner with the originations team to finalize outputs., • Coordinate due diligence collection, organization, and checklist tracking across shared folders and workstreams., • Facilitate appraisals and third-party reports by managing information flow and communicating costs/timelines, and next steps., • Coordinate internal stakeholder communications (e.g., Credit, CRELA, Legal, and other partners) to support onboarding and closing readiness., • Collect and review required documentation and coordinate KYC initiation and data submissions., • Track sponsor exposure, pipeline activity, allocations, deal status updates, and production reporting inputs., • Monitor deal progress and escalate issues that may impact closing or conversion timelines. Required Qualifications, Capabilities and Skills • Experience in community development real estate lending or investing with a focus on affordable housing., • Demonstrated underwriting expertise in Low Income Housing Tax Credits (LIHTC), subordinate/public subsidy layers, and construction/permanent financing structures., • BA/BS degree, • Strong analytical and financial modeling skills; capacity to synthesize complex information and assess risk, • Track record of managing multiple transactions and deadlines with disciplined project management and follow through, • Ability to interact favorably in person and on the telephone with prospects, clients, consultants, government agency staff, and legal counsel, • Ability to work as a member of a team and adjust priorities as necessary to achieve team, as well as individual, goals, • Excellent organizational, written, and verbal communication skills, • Commitment to the CRA mission and familiarity with how lending activities support community impact goals., • Strong PC skills; proficient in MS Word, Excel, PowerPoint, and Outlook Preferred Qualifications, Capabilities and Skills • Knowledge of standard bank credit policies and loan administration procedures, • Active industry engagement through conferences, associations, junior boards, • Some experience closing complex, multi-layered capital stacks with tax credits, bonds, and multiple subsidy sources. This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

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. Hourly Rate $20—$20 USD 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 Description Tired of losing deals to slow turn times and thin product menus? Compensation: $60K–$180K per year. This is a commission-based sales role. For loan officers with verifiable production history, we offer draws, transitional compensation during your move, and sign-on bonuses. PRMI is hiring experienced Mortgage Loan Officers. We want originators who want to close more loans, keep their referral partners happy, and get paid well for it. Why loan officers move to PRMI • Close more of what you pull in. In-house processing, underwriting and closing teams move files fast, so your real estate agents and builders keep sending you business., • Products to win more deals. Conventional, FHA, VA, USDA, jumbo, and programs with more than 40 state housing agencies, backed by a direct seller and servicer to Fannie Mae, Freddie Mac and Ginnie Mae., • Room to grow. A clear path from loan officer to team lead to your own branch, if that's where you want to go., • A 28-year, multi-billion-dollar lender licensed in 49 states, with strong access to capital markets and modern loan origination technology., • Rewards. Competitive commission, award trips for top producers, and full benefits: medical, dental, vision, 401(k), HSA and FSA, and paid time off. You're a fit if you • Are a licensed Mortgage Loan Originator (NMLS) with 1+ years of retail origination., • Have relationships with real estate agents or builders, or you're ready to build them., • Want purchase business and a company that helps you get it. Considering a move? Let's talk. Your conversation with us stays confidential. Equal Opportunity Employer.

Job Description About Figure Figure Technology Solutions, Inc. (Nasdaq: FIGR; OPEN: FGRS) is the leading blockchain-native capital marketplace for the origination, funding, sale and trading of tokenized assets. More than 480 partners use its loan origination system and capital marketplace. Collectively, Figure and its partners have originated over $30 billion of loans to date, among other products. The fastest growing components are Figure Connect, its credit marketplace, and Democratized Prime, Figure's on-chain lend-borrow marketplace. Figure's ecosystem also includes DART (Digital Asset Registry Technology) for asset custody and lien perfection, and $YLDS, a yield-bearing stablecoin registered with the SEC as a security under the Securities Act of 1933. Figure is the market leader in real-world asset (RWA) tokenization. The company has received triple-A ratings from S&P and Moody's on multiple loan securitizations, the first of its kind for blockchain finance. We're proud to be recognized as one of Forbes' Top 50 Fintech Companies and CNBC's World's Top Fintech Companies. About the Role We're hiring a capital markets professional to drive business development across both sides of our marketplace: sourcing and structuring assets off-chain, and building investor demand on-chain. Coverage spans Figure Connect, Figure Markets, $YLDS, Home Equity, and Automobile. The role is deliberately hybrid. Roughly half the job is external, originating and managing relationships with clients, partners, and counterparties. The other half is internal, working alongside the capital markets team on execution and on the analytical and structuring work that supports live transactions. What You'll Do • Develop and own relationships with asset originators and sellers on the supply side; support deal sourcing through structuring and execution, • Build and deepen investor and counterparty relationships on the demand side, including on-chain distribution channels, • Partner with internal capital markets, product, and legal teams to move opportunities from first conversation to closed transaction, • Serve as an internal resource on market conditions, pricing, and counterparty feedback, • Own post-close transaction operations, including servicing waterfalls, remittances, settlement reporting, and reconciliation to ensure accurate investor and originator cash flows What We Look For • At least 3 years in capital markets, treasury, or structured credit (5+ preferred) at a lender, specialty finance platform, asset manager, or bank, with direct ownership of live transactions rather than support-only exposure, • Demonstrated experience on both sides of a trade: sourcing and managing originator or seller relationships, and executing with investors and capital partners across whole loan sales, securitizations, forward flow, or warehouse and credit facilities, • Deep credit and collateral fluency in real estate or consumer assets: residential transition, construction, DSCR, residential term, home equity, or auto; spanning underwriting guidelines, exposure limits, diligence, pricing, and valuation, • Hands-on ownership of post-close operations, including servicing waterfalls, remittances, settlement reporting, net wire calculations, and reconciliation of investor and originator cash flows, • Bachelor's degree in accounting, finance, economics, or a related quantitative field; CPA, CFA, or Series 7/63/65 a plus, • Advanced Excel modeling (pivot tables, macros, XLOOKUP/SUMIFS, XNPV,PMT/IPMT) plus SQL and a BI tool such as Tableau for pool-, portfolio-, and scenario-level analysis, • Working knowledge of, or credible appetite to learn quickly, digital asset market structure, tokenized credit, and on-chain distribution, • Client-facing presence and commercial instinct: able to open relationships cold, negotiate terms, and present to executives, boards, and counterparties, • Ownership mentality and comfort with ambiguity on a lean team, with strong cross-functional collaboration across product, legal, and finance, • Adhere to all company security policies and data handling procedures., • Complete mandatory security awareness training within required timeframes., • Promptly report any suspected security incidents or suspicious activity to the Security team. Salary • Base Compensation Range: $96,000 - $144,000/yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs This is the compensation range for the role in the United States. Actual compensation may vary based on a candidate's experience, skills, location, internal equity, and evolving business needs. While most offers are generally made within the middle of the range, final compensation is determined based on the factors above. Benefits • Comprehensive medical, dental, and vision coverage, with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care FSA, 401(k), and commuter benefits, • Employer-paid life and disability insurance, • 11 observed holidays and PTO plan, • Up to 12 weeks of paid family leave, • Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-RF1 #LI-Hybrid

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. Are you a powerful communicator who can energize a team and lead by example? Do you have the charisma, confidence, and drive to motivate others in a dynamic, outdoor, field-based environment? If developing people, inspiring performance, and generating high-quality leads sounds like your kind of challenge, then this is the role for you. Renewal by Andersen is seeking a Field Marketing Manager to oversee and elevate a team of field agents who generate leads through neighborhood outreach across our Brooklyn territory. You will work in the field to coach, mentor, and empower your team to outperform expectations, and travel to our Farmingdale, NY office once a week. What You'll Do (Leadership + Lead Generation at the Core): • Lead From the Front: Set the energy and tone by actively participating in field outreach while guiding your team through daily goals and expectations., • Motivate & Coach: Develop a high-performing team of Direct Marketing Agents through on-the-spot coaching, team huddles, ride-alongs, and performance feedback., • Drive Lead Volume: Oversee your territory's outreach efforts to ensure your team is generating a strong pipeline of qualified appointments for our sales consultants., • Maintain Excellence: Ensure every interaction reflects the professionalism of Renewal by Andersen—your leadership sets the standard., • Be the Product Expert: Understand our products and services so you can train your team to confidently educate homeowners. What Makes You a Great Fit: • High-energy, personable, and naturally inspiring, • Prior management experience leading teams in fast-paced environments, • 5+ years in sales or a related customer-facing role, • Valid driver's license and personal vehicle - (mileage reimbursement for travel!), • Excellent communication and coaching skills, • Strong attention to detail and organizational mindset, • Ability to multitask and adapt in an ever-changing field environment, • Must be comfortable travelling to our Farmingdale, NY office for 3 weeks of training, then 1 day a week consistently (occasionally more on an as-needed basis) Compensation & Benefits: Base Salary: $70,000 Total Earning Potential: $90,000–$120,000+ (base + bonus + commission) And an exceptional benefits package: • Medical, dental, vision & life insurance, • 401(k) with company participation, • PTO & paid holidays, • Student loan repayment program, • Company vehicle provided during work hours 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 Description You're a top-producing Loan Officer. Why is your ceiling still your own pipeline? Compensation: $80K–$220K base salary + commission on personal production + branch override. Sign-on bonus available. PRMI is looking for an experienced Mortgage Loan Officer who wants to build a team and earn on its production, without giving up their own deals or getting stuck running operations. This isn't a desk-manager job. You keep originating. We supply the processing, underwriting, closing and back-office support so your time goes to production, recruiting and coaching. Why loan officers move to PRMI • Keep your book and add team income. You stay a producer and earn on your branch's results. Pay is based on your branch's profit and loss (P&L)., • No operations cleanup. A dedicated division support team handles processing and fulfillment, so you aren't the one fixing files., • Products to win more deals. Conventional, FHA, VA, USDA, jumbo, and programs with more than 40 state housing agencies, backed by a direct seller and servicer to Fannie Mae, Freddie Mac and Ginnie Mae., • A 28-year, multi-billion-dollar lender licensed in 49 states, with strong access to capital markets and modern loan origination technology., • Recognition that matters. Top producers earn award trips, plus full benefits: medical, dental, vision, 401(k), HSA and FSA, and paid time off. What you'll do • Keep originating purchase and refinance loans through your referral network., • Recruit, mentor and coach loan officers, a few hours a week and not all day., • Lead the branch's culture and performance, and grow the branch's P&L. You're a fit if you • Have about 3 years in retail mortgage origination with a steady track record., • Are an active, licensed Mortgage Loan Originator (NMLS). You hold a Principal Lending license, or can get one where your state requires it., • Have a strong referral network of real estate agents and builders., • Are a player-coach, senior LO or team lead ready for your own branch. Considering a move? Let's talk. Your conversation with us stays confidential. Equal Opportunity Employer.

Job Description About the Job: SURMOUNT Capital Markets (formerly NNN Pro), is a full-service real estate advisory firm with four main business verticals: the leading Net Lease Investment Sales team in the country, Capital Markets, Lease Advisory, & Development. The recently formed Capital Markets team is seeking a motivated and dynamic Loan Originator to join the team and contribute to driving the firm’s success in the capital markets space. Key Responsibilities: • Cultivate and build relationships with potential borrowers, investors, capital sources and strategic partners., • Originate and structure commercial real estate loans tailored to client needs while aligning with company objectives., • Maintain a robust deal pipeline and consistently achieve or exceed performance targets., • Stay informed on market trends, financial regulations, and lending best practices to enhance offerings. Potential Qualifications: • Comfortable with cold calls and client outreach, • Understanding of real estate fundamentals, • Effective oral and written communication skills, • Outstanding quantitative and analytical skills, • Motivated self-starter with effective time management skills and strong attention to detail, • A desire to work within a fast-paced, collaborative and entrepreneurial environment Benefits: • SURMOUNT offers a comprehensive benefits package designed to support employees’ health, well-being, and financial security. Eligible employees may have access to the following benefits, subject to the terms of applicable benefit plans:, • Health, dental, and vision insurance, • Paid time off and paid holidays, • 401(k) retirement plan with employer matching contributions, • Life and disability insurance, • Employee Assistance Program (EAP) and wellness resources, • Benefits eligibility, coverage, and employer contributions may vary based on position, employment status (full-time or part-time), location, and length of service. This summary is provided for informational purposes only and does not constitute a guarantee of benefits. Additional details will be provided during the hiring process or upon request. Salary: The base salary for this role starts at $65,000. Actual pay will be determined by factors such as education, experience, and job-related skills relevant to the role. SURMOUNT is a multi-state employer and posted salary ranges are provided in good faith for compliance with all relevant pay-transparency regulations. These ranges may not reflect potential compensation for positions based in other states or regions. SURMOUNT is an Equal Opportunity Employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic under federal, state, or local law.

Job Description JOB TITLE: Senior Program Manager, Mortgage Loan Originator & Underwriter DEPARTMENT: Lending REPORTS TO: Deputy Director of Originations, Processing and Underwriting FLSA: Exempt SALARY RANGES: $68,000 - $93,000 About the Center Founded in 2008, the Center for New York City Neighborhoods, Inc. (the “Center”) is a not-for-profit that promotes and protects affordable homeownership so that all New Yorkers can build strong, thriving communities. With more than 18 years of experience, the Center's work spans direct services, network coordination, and systems-level intervention. It coordinates a citywide network of housing counseling and legal services providers, operates a statewide Homeowner Hub call center, and co-administers approximately $40 million annually in state funding that supports homeowner services statewide. The Center’s mission-driven CDFI, Sustainable Neighborhoods, lends approximately $7 million annually and holds approximately $100 million in net assets as of December 2025. The Center’s work is grounded in collaboration with community-based partners, public agencies, philanthropy, and national leaders in heirs’ property and housing preservation. Through these partnerships, the Center continues to develop scalable, practical solutions that preserve homeownership, stabilize communities, and expand access to economic opportunity. Position Summary The Center is seeking a Senior Program Manager, Mortgage Loan Originator & Underwriter to join a team dedicated to helping middle- and working-class homeowners sustain affordable homeownership throughout New York State. This position provides mortgage lending expertise across loan origination, underwriting, compliance, pipeline management, and closing coordination for residential loan programs serving low- and moderate-income homeowners. Blending the responsibilities of a Loan Originator and Underwriter, the Senior Program Manager will evaluate borrower eligibility and creditworthiness, structure and underwrite loans, and ensure files are complete, accurate, and compliant with applicable program, investor, and regulatory requirements. The position will also support efficient loan delivery, production goals, and the Center’s broader program objectives. This is a full-time, exempt position. We operate under a hybrid office model, requiring staff to work a minimum of two days per week on site to support collaboration, connection, and impact. Candidates must be able to meet these in-office expectations. Responsibilities include but are not limited to: • Loan Origination & Borrower Qualification, • Conduct borrower intake, review financial documentation, assess financing needs and eligibility, and guide applicants through affordable lending programs, including home repair, down payment assistance, climate resiliency, foreclosure prevention, and heirs property stabilization., • Assist borrowers, including those with complex financial circumstances or hardship scenarios, in understanding loan options, documentation requirements, and next steps while ensuring complete and accurate applications., • Manage an active pipeline and maintain timely communication with borrowers, housing counselors, advocates, and referral partners throughout the loan process., • Mortgage Underwriting & Credit Analysis, • Perform manual underwriting of residential mortgage loans, evaluating income, assets, liabilities, credit, collateral, and compensating factors in accordance with CDFI credit policies, and applicable government and nonprofit program requirements., • Review required loan documentation, including applications, credit reports, tax returns, appraisals, title, and insurance, to assess creditworthiness and overall loan risk., • Render and document underwriting decisions, conditions, exceptions, and compensating factors, and monitor conditions through resolution and closing readiness., • Perform borrower and advocate outreach and follow-up as needed., • Compliance & Quality Control, • Ensure loan files comply with applicable federal, state, investor, and program requirements, including RESPA/TRID/REG Z., • Ensure SLAs are monitored and adhered to., • Support quality-control reviews and internal and external audits, maintaining appropriate documentation of exceptions and corrective actions., • Review files for completeness, accuracy, disclosure timing, documentation consistency, and data integrity, identifying and resolving deficiencies that may affect loan eligibility or closing., • Pipeline Management & Cross-Functional Coordination, • Manage loans from intake through underwriting and closing readiness, proactively addressing conditions, documentation gaps, and other issues to ensure timely progression., • Collaborate closely with internal teams, including processors and closers, and external partners to resolve loan issues, optimize loan structuring, and achieve service-level and production goals., • Systems & Reporting, • Maintain complete and accurate borrower, loan, and pipeline data across Byte or comparable Loan Origination System (LOS), CRM, compliance, and program systems., • Monitor pipeline activity and maintain accurate reporting to support management oversight, departmental KPIs, production targets, and regulatory requirements. Skills & Qualifications • Ability to read, understand, and interpret mortgage loan documents, • Ability to work independently and also as part of a team, • Ability to understand real estate finance and mortgage terminology, • Advanced analytical skills, • Ability to communicate succinctly, clearly, and effectively, tailoring communication based on audience, • Moderate PC skills, including Google Suite and Microsoft Office software, • Passionate about promoting affordable homeownership, thriving and equitable New York neighborhoods, • Able to coordinate, organize, prioritize, and execute multiple responsibilities in a fast-paced setting, • Familiarity with Byte or comparable Loan Origination Software and Salesforce, • Mortgage Loan Originator (NMLS) license, • Federal law requires new licensed MLO’s to complete at least 20 hours of education approved by the NMLS, including instruction on federal mortgage-related laws, ethics (including fraud, consumer protection, and fair lending), and lending standards for nontraditional mortgage products., • Licensed MLO’s must comply with all relevant state and federal regulatory requirements, stay informed of changes in the mortgage industry to provide accurate advice and information to applicants, secure records of all mortgage transactions in the Loan Operating System (LOS) , and timely upload all documentation. Values • Demonstrate Ownership by showing initiative, active problem solving, being solution oriented, acting conscientiously, and putting team results above individual accomplishments, • Demonstrate Growth Mindset through resilience, humility, engaging in expansive thinking, and showing curiosity and openness to learning, • Work Collaboratively by demonstrating the ability to work in teams, exhibiting emotional intelligence, and having positive energy Salary We offer a competitive salary and a comprehensive benefits package. Application To apply for this position, please submit your cover letter with salary requirements and resume through our website. Only those candidates selected for an interview will be contacted. Applicant review will continue until the position is filled. The Center strongly encourages Section 3 residents to participate in this hiring effort. Information to determine if you are a Section 3 resident can be obtained by contacting careers@cnycn.org. Persons requiring reasonable accommodation to participate in this hiring effort are requested to contact: careers@cnycn.org. We thank you for your interest in career opportunities with the Center for NYC Neighborhoods. The Center for NYC Neighborhoods is an equal opportunity employer. We recruit, hire, up

Job Description Overview The Mortgage Business Development Officer will be responsible for community outreach and economic development activities and acting as a business development/referral source in moderately complex target market areas. This role will establish and maintain relationships with community organizations such as activist groups, community agencies, non-profits, and minority groups, while also reaching out to all aspects of community outreach to assess community credit needs and the bank's effectiveness in meeting those needs. Responsibilities • Develops and maintains a strong referral network of real estate professionals, builders, and other contacts to generate consistent mortgage lending opportunities, supported by active participation in business development and community outreach initiatives., • Responds to customer inquiries and referrals from personal networks and internal bank channels, ensuring timely follow-up and service., • Consults with prospective borrowers to assess financial and credit profiles, identify financing needs, recommend appropriate products, and collect required documentation., • Maintain up-to-date knowledge of public programs and initiatives that support community development and affordable housing efforts, • Demonstrated success in mortgage loan origination, with a strong track record of performance, • Solid understanding of federal and state regulatory requirements governing mortgage lending, • Adhere to the highest standards of professional ethics and ensure full compliance with all applicable regulations, including HMDA and other federal and state requirements, • Comprehensive knowledge of mortgage lending processes, including processing, underwriting, and compliance standards, • Excellent written and verbal communication skills, with the ability to convey complex information clearly, • Strong collaboration and customer service orientation, with a commitment to delivering a positive client experience, • Highly self-motivated, detail-oriented, and well-organized, • Proven ability to manage multiple priorities, meet deadlines, and perform effectively in a fast-paced environment, • Ability to communicate effectively across diverse audiences, both internally and externally, • Strong interpersonal skills with a professional, collaborative approach, • Bachelor’s degree preferred, • Active SAFE Act registration and/or Mortgage Loan Originator (MLO) license preferred, • Perform other duties as assigned Qualifications • Bachelor’s degree in Business, Finance, or related field preferred (or equivalent experience), • 3+ years of experience in mortgage lending, sales, or business development, • Proven track record of generating and closing mortgage loan production, • Active NMLS license (or ability to obtain and maintain), • Strong knowledge of mortgage products, underwriting guidelines, and lending regulations, • Established network of referral partners (realtors, builders, financial professionals), • Bilingual or multilingual professional working proficiency is a plus East West Bank is an equal opportunity employer. Applicants must have legal authorization to work in the United States. We do not offer visa sponsorship at this time.

Job Description Mortgage Loan Originator | New York Elliman Capital | Hybrid | Commission-Based About Elliman Capital: Elliman Capital is a boutique mortgage banker built for the modern originator. We pair white-glove service with institutional-grade execution, serving discerning clients across New York and beyond. As a direct lender with in-house underwriting, processing, and closing, we move with a speed and precision that brokers and big banks cannot match. What we offer: Uncapped commission with competitive bps, full product menu (conventional, FHA, VA, jumbo, non-QM, BPL), dedicated marketing support and co-branded content, modern tech stack, and multi-state licensing support. What you bring: Active NMLS license in New York (or ability to obtain promptly); clean regulatory record 2+ years of front-end origination experience; luxury/investor market experience preferred Established referral relationships Strong consultative and communication skills with client-first focus Highly organized, detail-oriented, and able to manage a high-volume, deadline-driven pipeline Tech-proficient and comfortable operating in a digital-first environment Compensation: Competitive bps structure. This position is commission-based. Annualized earnings typically range from $50,000–$500,000+, depending on production volume and loan mix. Elliman Capital is a DBA of Associated Mortgage Bankers, Inc. (NMLS #24794), licensed by the New York State Department of Financial Services. Employment is at will and contingent upon maintaining active NMLS registration and compliance with the SAFE Act and all applicable federal and state lending regulations. Elliman Capital is an Equal Opportunity Employer. All employment decisions are made without regard to any protected status under federal, state, or local law.

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. 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 average $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 Hourly Rate $20—$20 USD 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 Description We currently have multiple openings for Mortgage Loan Originators. Opportunities span across all of our seven counties including Ulster, Dutchess, Orange, Rockland, Sullivan, Putnam and Westchester. This role involves working with attorneys, realtors, and other business professionals to foster relationships and build a referral base to sell credit union mortgage products and services. Candidates must be eligible to register with the Nationwide Mortgage Licensing System & Registry (NMLS) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act (SAFE Act) and must maintain registration with NMLS as a registered Mortgage Loan Originator (MLO). Responsibilities include, but are not limited to: • Developing working relationships with attorneys, builders, realtors, CPAs and other real estate professionals to sell credit union mortgage products and foster business growth., • Meeting with potential clients to determine their needs and what credit union product may best fit those needs. Interviewing loan applicants and request all pertinent documentation needed for verification; preliminarily determine if loan application meets credit union standards to submit for further consideration; advising applicant of closing costs associated, answers all questions, and submits application to underwriting for approval as is necessary to secure a closed sale., • Providing support to department personnel as needed; assisting with troubleshooting of loan problems; performing other related duties as assigned. Performance Measurements include: • Assuring member service is top priority, which includes treating members and other employees professionally with courtesy and respect and upholds the MHV Service Standards., • Having a strong functional knowledge of investor guidelines as well as credit union policies and procedures enabling goals to be met without direction and with minimal supervision., • Closes a predetermined amount of loans per year, quantified in dollars., • Exercising judgment, initiative and discretion regarding mortgage origination policies and procedures., • Demonstrating an effective use of self-direction and time management by creating, and amending as necessary, a schedule that facilitates the successful execution of sales goals with limited supervision., • Maintaining a presence with local mortgage affiliations and professional organizations to promote credit unions mortgage sales and facilitate business growth., • Representing the credit union at community, business, and industry events; participate in community or other service programs and develop networking relationships to cultivate sales leads., • Maintaining a supportive working relationship with team members while working independently, out of the office environment., • Scheduling corporate visits offering valid suggestions regarding improvements to processes, forms, or functions to facilitate successful sales goal attainment., • Acting as a good team player; promoting a positive, productive and supportive work environment; making valid suggestions regarding improvements to processes, forms, or function in work area., • 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. Knowledge and Skills: • One year to three years of similar or related experience., • Fluency in Spanish is preferred, • A two-year college degree, or completion of a specialized certification or licensing, or completion of specialized training courses conducted by vendors, or job-specific skills acquired through an apprenticeship program., • Strong time management skills, the ability to manage multiple workloads with successful results, and the ability to work independently. Organizational skills, excellent verbal and written communication skills, and listening skills are important for success in this role. This also includes problem analysis, problem resolution, above average interpersonal skills and strong computer skills (i.e., Microsoft Office)., • Candidates must be able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 50 lbs. Must be capable of climbing / descending stairs in an emergency situation. A normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators., • Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance. Working Conditions • Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise., • Candidates must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team and being able to read and carry out various written instructions and follow oral instructions. They also must be able to complete basic mathematical calculations, spell accurately, and understand computer basics as well as speak clearly and deliver information in a logical and understandable sequence., • Candidates must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Being able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace is crucial to this role, as well as being able to effectively handle multiple, simultaneous, and changing priorities and being capable of exercising highest level of discretion on both internal and external confidential matters., • Work is generally performed within an office environment, primarily in a climate-controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use, standard office equipment available. Benefits include: • Medical, Dental and Vision - with no waiting period for coverage!, • 401(k) with employer match and non-elective employer contribution, • Paid Vacation, Sick time and Holidays, • Life Insurance, • Short-Term and Long-Term Disability Insurance, • Employee Assistance Program, • Tuition Assistance Program, • Professional Development Programs, • Discounted Loan Rates and Fees Equal Employment Opportunity Commitment Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.

Loan Officer or Mortgage Loan Originator preferred. Ensure all loan files meet federal, state, and investor compliance requirements. Proficient with loan origination systems and digital documentation tools.

The Senior Loan Originator is a full-time, remote role responsible for sourcing, structuring, and closing commercial real estate bridge loans. The Senior Loan Originator will coordinate with internal and external capital partners, oversee transaction documentation, and ensure timely, accurate commun

The Loan Originator will be responsible for:. We are looking for a hungry Loan Originator who wants to build a book of business, close deals, and earn at a high level. Sourcing and closing new loan opportunities through outbound and inbound deal flow.

Mortgage Origination: 5 years (Required). Mortgage Loan Originator License (Required). Mortgage Principal Lending License (Required).

Loan Officer or Mortgage Loan Originator preferred. Guide borrowers through the loan application process and provide clear, timely communication. Ensure all loan files meet federal, state, and investor compliance requirements.

The Loan Originator will be responsible for:. We are looking for a hungry Loan Originator who wants to build a book of business, close deals, and earn at a high level. Sourcing and closing new loan opportunities through outbound and inbound deal flow.

We are looking for a hungry Loan Originator who wants to build a book of business, close deals, and earn at a high level. The Loan Originator will be responsible for:. With deep lending expertise, we offer competitive rates, higher loan amounts, and fast deal execution—giving you the edge to close

If you’re looking for a partnership with like-minded, entrepreneurial mortgage professionals, we need to talk!. Mortgage Origination: 5 years (Required). Mortgage Loan Originator License (Required).

The Senior Loan Originator is a full-time, remote role responsible for sourcing, structuring, and closing commercial real estate bridge loans. The Senior Loan Originator will coordinate with internal and external capital partners, oversee transaction documentation, and ensure timely, accurate commun

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.

A globally recognized financial services firm is seeking an SVP to join its ABS practice in New York. This is a high-impact leadership role within a growing team that covers commercial, equipment, and esoteric assets while taking ownership of their equipment and commerical functions. This is an excellent opportunity for a structured finance professional who wants to combine deep credit and analytical expertise with client-facing leadership at a senior level. The Role You will own the end-to-end credit rating process for complex commercial and equipment ABS transactions from originator due diligence through committee presentations and published rationales. You'll manage key issuer and arranger relationships, mentor junior analysts, and contribute to methodology and research initiatives that shape how the market views these asset classes. Key responsibilities include: • Leading credit analysis and rating decisions across commercial, equipment, and esoteric ABS structures, • Conducting originator/servicer evaluations, loan pool review, cash flow modeling, and legal documentation analysis, • Acting as primary point of contact for issuers, arrangers, and investors throughout the transaction lifecycle, • Mentoring and developing junior team members while contributing to methodology and market research What We're Looking For • 10+ years of structured finance experience with a strong focus on commercial and/or equipment ABS, • Proven credit and risk analysis background., • Able to assess complex securitization structures and defend views in committee, • Track record in credit ratings, investment banking, or a buy-side/sell-side structured finance role, • Experience with cash flow modeling skills and familiarity with Intex, T-REX, or Bloomberg a plus

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

You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities • Shares the value of Chase Private Client with clients that may be eligible, • Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs, • Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs, • Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week, • Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills • Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships, • 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation, • Compliance with Dodd Frank/Truth in Lending Act*, • High school degree, GED, or foreign equivalent, • Adherence to policies, procedures, and regulatory banking requirements, • Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills • Excellent communication skills, • College degree or military equivalent, • Experience cultivating relationships with affluent clients, • Strong team orientation with a commitment of long-term career with the firm 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: https://mortgage.nationwidelicensingsystem.org/Safe/SitePages/default.aspx JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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

I want someone who already closes loans and wants a peer on the platform — someone to price with, talk a file through, and not disappear on.

Asteris Lending is seeking highly motivated.This is an opportunity to build your own book of business while working with one of the industry's fastest-growing private lenders serving professional real estate investors nationwide.As a Loan Originator, you will play a key role in originating loans, de

Dunmor is seeking results-driven sales professionals to join our team as Loan Originators. As a Loan Originator, you will leverage your sales acumen to identify opportunities, develop client relationships, and drive new business. Negotiate and present compelling loan terms, creating customized solut

Discover your future at Citi. Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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 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. Qualifications: • 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 Education: • 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.

Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 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. Citi Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and alternative investments, managed account solutions, best-in-class research and advice for all Wealth clients. The client is at the center of everything we do. As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across the United States and is looking for top talent. If you see this posting but don't see a location that works for you, feel free to apply and a recruiter will reach out to you to review your options. • Build relationships with new clients with the goal of bringing in new bank and brokerage assets, • Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills, • Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments, • Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research, • Master referral opportunities to grow portfolio, • Refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.), • Acquire new clients through converting referral leads, • Manage client follow-up and adhere to all Regulatory and Compliance operating procedures, • Ensure strict adherence to KYC/AML and other compliance norms, • 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, • Regularly assume an informal/formal leadership role within teams, including coaching and training new recruits, • 5-8 years of experience serving in a financial advisory capacity, • Experience in a proactive, successful sales and service role in the financial services industry, • 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 in 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, • Securities Industry Essentials SIE, Active Series 7, 66 (or 63 and 65) licenses, • Group 1 Insurance License, • 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, • Bachelor's/University degree or equivalent experience