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Position Type: Regular Schwab’s Workplace Branch organization is at the heart of our firm’s commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach. As a Workplace Advice Consultant at Schwab, you will provide holistic financial planning, education and guidance to participants of Stock Plan Services (“SPS”) and Schwab Retirement Plan Services (“RPS”) corporate relationship(s) on a team-basis. Acting as the “face of Schwab” for corporate clients, you and your team will support participants as it relates to vectoring the needs of participants across a wide spectrum of wealth management needs, including being able to answer in-the-moment questions and providing point-in-time guidance. While providing high-touch service through relationship building, you will be supported by a team of dedicated professionals who can help in servicing in-depth, complex financial needs your clients may encounter. If you are a self-starter with your securities license, are comfortable with a fast-paced and changing environment and share our passion for serving clients - this role is for you. Required: • A valid and active Series 7 license is required, • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) Preferred: • Bachelor’s degree or equivalent work experience preferred., • Strong communication and interpersonal skills with the ability to learn and explain complicated subjects with a variety of clients., • Experience, comfort, and confidence presenting 1:1 or virtually., • A basic understanding of wealth management issues such as: investment planning, insurance planning, retirement planning, equity compensation, deferred compensation, education and family wealth planning, and estate planning., • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals., • A solid understanding of corporate sponsor and consultant relationships. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process. At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive ___ that takes care of the whole you – both today and in the future: • 401(k) with company match and Employee stock purchase plan, • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions, • Paid parental leave and family building benefits, • Tuition reimbursement, • Health, dental, and vision insurance

Job Description Park Place Finance is seeking a proactive and versatile Corporate Trainer to support the professional development of our operational teams across multiple departments, including Loan Processing, Loan Servicing, Underwriting, Marketing, and other emerging functions. This role will be responsible for designing and delivering effective training programs that enhance employee skills, improve performance, and ensure operational excellence across the organization. Responsibilities: • Develop and deliver training programs for multiple departments, adapting content to specific roles and responsibilities., • Onboard new employees with role-specific and company-wide training to ensure smooth integration into their teams., • Conduct ongoing skills training for existing staff to improve efficiency, compliance, and job performance., • Collaborate with department heads to identify training needs, skill gaps, and process improvement opportunities., • Maintain up-to-date knowledge of mortgage/lending industry regulations, company policies, and departmental procedures to ensure training is accurate and compliant., • Create and maintain training resources, including manuals, SOPs, presentations, and e-learning materials., • Minimum of 3 years of training, facilitation, or operational experience in the mortgage/lending industry or related field., • Strong understanding of operational areas (loan processing, underwriting, servicing, marketing, etc.)., • Excellent communication, presentation, and facilitation skills., • Ability to adapt training styles to various learning preferences and departmental needs., • Highly organized with strong project management skills., • Proficiency in Microsoft Office Suite, learning management systems (LMS), and virtual training platforms. Ideal Candidate Attributes, • Flexible and adaptable, able to work across multiple functional areas., • Passionate about continuous learning and employee growth., • Competitive compensation package with performance incentives., • 100% company-paid insurance (health, dental, vision) premiums for you & your family., • 401k plan with up to a 4% company match., • Opportunities for professional growth and advancement., • A collaborative team culture and leadership invested in your success., • The chance to directly impact company growth by training top industry talent.

Job Description Vestwell is the financial technology company powering the new savings economy. The New York City-based fintech platform redefines how people save for the critical aspects of life across retirement, education, and healthcare savings needs. Today, Vestwell enables over 350,000 businesses and nearly 1.5 Million active savers, with over $30 billion in assets saved across all 50 United States. Vestwell offers a range of products, including workplace-delivered retirement plans, employer-offered student loan repayment benefits, and various savings accounts for education, emergencies, and individuals with disabilities. Vestwell's platform serves a diverse clientele, including financial advisers, employers, third-party administrators, financial institutions, payroll providers, government agencies, and individual savers. To learn more, visit vestwell.com Who Are We Looking For? Vestwell is expanding and we're excited about adding a Senior Specialist, Plan Documents who is passionate about our mission to change the retirement FinTech space. At a high level, we're looking for a dedicated senior specialist to assist our Operations team to manage plan document drafting, amendments, restatements and other related projects. Ideally, you have spent several years working with sponsors, recordkeepers and/or TPAs and have dedicated some or all of your prior experience supporting plan design and plan document services for qualified/non-qualified plans. What Will You Be Doing? A key component of Vestwell's mission to empower retirement savings includes bundled plan services and oversight. As a Senior Specialist on the Plan Documents Team, you will work closely with our Onboarding, Retirement Plan Administration, Client Success, and Employer Services Teams to handle plan design reviews, drafting plan documents and amendments, and consulting with Plan Sponsors. Day-To-Day, You Will Also Be Expected To: • Provide Documents Compliance Team support - prepare plan documents including: discretionary and interim amendments, restatements, participant notices, and related disclosures, • Support Team members by performing duties as assigned including support with process reviews, research, and documentation related to plan documents, operational corrections, audit support, • Project management - create processes for novel and recurring large-scale document projects; and assure successful, timely completion of each, • Provide Product support - contribute to discussions with various Product Teams to continually improve and iterate on our technology and to iterate automation for plan document creation and management The Necessities: • Keen attention to detail and deadlines, • Considerable background in client servicing and strong communication skills, • Strong, demonstrated commitment to proactively managing workload while adhering to IRS/DOL deadlines, • Positive, collaborative, and proactive attitude, • Knowledge of one or more plan document and its related draft system (e.g. FT William, Datair, ASC, Sungard Relius), • Knowledge of Application Programming Interface (API) functionality, • Experience with SalesForce or similar Customer Relationship Management (CRM) software The expected base salary range for this position is $65K - $75K base. This position is eligible to participate in the Company Bonus Pool and is eligible to receive new hire equity in the Company. Please note that salary bands are based on NY and other similar metro areas and may differ based on where the role is ultimately hired. OUR BENEFITS We're an innovative, high-growth company, with lots of exciting milestones ahead. We value health and wellness at Vestwell and in addition to a dedicated Employee Wellbeing Committee, we offer competitive health coverage and generous vacation offering. We have adopted a hybrid office policy, but all employees are welcome at our bright, comfortable office with many workspace options in our Midtown Manhattan office, so everyone has a setting that is the most productive for them. Oh, and naturally we have a great 401(k) plan! OUR PROCESS It starts the same for every candidate: getting to know the team members through 1-2 conversations about Vestwell, your experience, and your interests. Next steps can vary by role, but the usual next steps are a skill or experience screen (e.g. a coding interview for an Engineer, a portfolio review for a Designer, deeper experience call for other roles) which leads to a virtual or in-person interview panel after that if the screens go well. Before making an offer, our interview process concludes with a references check stage for your recruiter to meet with a current or former supervisor and peer. We prioritize transparency and lack of surprise throughout the process. For your awareness you will only receive correspondence from any other domain not ending in Vestwell.com is not our Recruitment team. Vestwell's Privacy Policy. Attention California residents: In the course of conducting our business and complying with federal, state, and local government regulations governing such matters as employment, tax, insurance, etc., we must collect Personal Information from you. Should you accept employment with Vestwell you may view our California Privacy Rights Act here: Vestwell's California Privacy Rights Policy.

Job Description Position Title: Senior Loan Servicing Analyst Department: Loan Operations Position Summary: The Senior Loan Servicing Analyst will support the broader loan operations team by supporting the day-to-day operations of loans in a broad range of industries that require special handling and industry knowledge. Responsible for a variety of activities to ensure data integrity of loans, including onboarding in the core loan system and perform quality review of loan documentation. The ability to work in a demanding environment with high volume and be able to multi-task while having excellent communication skills, both orally and writing, are important. Candidates should have experience with all loan operation functions while managing multiple workflow systems. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Manage and directly support a Commercial Portfolio primarily consisting of syndicated and participated loans., • Manage the day-to-day workflow delivering superior service to internal client partners., • Duties include onboarding, servicing, and quality review of the loan portfolio., • Read and interpret credit agreements ensuring all policies and procedures are consistently met., • Ability to work independently on day-to-day tasks, utilizing prior experience, knowledge, and continuing education., • Perform high volume transactions including approving loan activity (fundings, repricing, payments, etc.) as instructed in accordance with credit agreements., • Accurate calculation and tracking of interest and fee accruals at various rate levels., • Review daily reports to ensure all maintenance, payments, and advances have been completed accurately., • Monitor and escalate past due principal, interest, and fees to ensure accuracy., • Communicate with lines of business partners, managers, and other operations partners regarding loan transactions, research, and exceptions., • Promptly identify, communicate, and remediate errors., • Help advance positive change within the team and the organization., • Foster a collaborative teamwork environment., • Performs all other duties as assigned. Supervisory Responsibility: This position has no supervisory responsibilities. Job Type: This is a full-time, exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Work Environment: This job operates in a professional office environment. This position uses office equipment such as computers, phones, copy and fax machines, calculators, filing cabinets and printers. Physical Demands: This position will be responsible for writing, typing, speaking, listening, lifting (up to 50 pounds), driving, carrying, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, pulling, walking, standing, squatting, kneeling and reaching. Mental Demands: The incumbent in this position must be able to accommodate to reading documents or instruments, detailed work, problem solving, customer contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks and constant interruptions. Education and Experience: • High School Diploma, GED, or equivalent certification, • Bachelor’s Degree or Military experience, • 8+ years of banking experience preferably in commercial loan operations, • 1+ years of experience with FIS

Job Description The Relationship Support Specialist provides administrative, operational, and client service support to the Commercial Banking team. This entry-level role is ideal for individuals with retail banking or customer service experience who want to develop into a Commercial Banking career path. The Specialist supports basic lending and deposit functions, assists Relationship Assistant’s with daily client needs, and ensures smooth coordination across internal departments. Essential Functions: Client Service & Communication • Serves as a first-line point of contact for clients, providing excellent service, answering questions, and helping resolve general inquiries., • Communicates daily with clients via phone, email, and in-person interactions on behalf of Relationship Managers., • Supports Relationship Managers with servicing requests, account questions, and onboarding needs., • Assists in gathering required documentation for new loans, renewals, and extensions., • Helps monitor reports for past-due or maturing loans and coordinates follow-up with Relationship Managers., • Requests documents from internal departments and ensures they are completed and routed appropriately., • Participates in coordinating loan closings by scheduling, communicating with third parties, and preparing required materials., • Provides administrative support, including organizing files, scheduling, routing calls, and preparing customer correspondence., • Assists with basic account maintenance such as stop payments, refunds, transfers, debit card updates, and online banking setup., • Prepares new account packages for commercial and consumer clients., • Assists with compiling reports related to loan and deposit activity., • Works closely with Loan Operations, Loan Administration, Treasury Management, and Branch teams to ensure smooth processing of customer needs., • Develops working knowledge of commercial banking products and services to support client onboarding and service requests., • Maintains accurate records, monitors follow-up items, and assists with gathering materials for credit renewals., • Supports team goals, contributes to a positive work environment, and completes special projects as assigned., • High school diploma or GED required; college coursework or degree preferred., • 1–3 years of banking, financial services, or retail banking experience preferred., • Strong customer service skills with the ability to communicate effectively in person, by phone, and via email., • Basic understanding of bank products and services; interest in learning Commercial Banking., • Proficiency with Microsoft Office and ability to learn banking systems quickly., • Strong organizational skills, attention to detail, and ability to manage multiple tasks., • Solid math skills and ability to perform standard calculations., • Team-oriented with a willingness to learn, ask questions, and support the broader Commercial Banking group. This position has no supervisory responsibilities. Job Type: This is a full-time, non-exempt position. Typical work hours are Monday through Friday, 8:00am to 5:00pm. Travel: No travel is expected for this position.

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. We are seeking a Head of Servicing to lead and scale our servicing operations through the next phase of growth. This leader will own the full servicing lifecycle—from onboarding and customer support, through collections, recoveries, and investor relations and reporting —while championing the use of AI and next-generation technologies to drive efficiency, compliance, and customer satisfaction. This is a unique opportunity for a seasoned servicing executive to lead and improve a world-class, tech-forward servicing function in one of the fastest-growing fintechs in the industry.Essential Job Duties and Responsibilities: • Oversee day-to-day loan servicing operations across customer support, payment processing, collections, recoveries, and investor relations and reporting., • Drive the adoption of advanced servicing platforms, automation tools, and AI solutions to deliver operational excellence, reduce costs, and improve customer outcomes., • Design and implement effective, data-driven collection strategies that balance recovery performance with customer experience., • Ensure accurate, timely, and compliant reporting to investors and other stakeholders., • Work with investors to understand what they are experiencing in pools of loans or leases to anticipate how asset performance may align or differ with their expectations., • Partner with Risk, Compliance, and Legal teams to ensure adherence to regulatory requirements and investor guidelines., • Recruit, mentor, and lead a high-performing servicing team, fostering a culture of accountability, innovation, and continuous improvement., • Build scalable processes, infrastructure, and partnerships to support rapid customer and asset growth. Test those processes to assure that we are properly managing operational risk and compliance.Required Skills, Knowledge and Abilities:, • 10+ years of experience in loan servicing, with at least 5 years in a senior leadership role (preferably in fintech, banking, or consumer lending)., • Deep expertise in servicing operations, servicing technology platforms, collections strategy/tactics, and investor relations/reporting., • Proven success scaling servicing functions to millions of customers and high asset volumes., • Strong understanding of regulatory frameworks (CFPB, FDCPA, etc.) and compliance best practices., • Passion for leveraging technology and AI to transform traditional servicing models., • Exceptional leadership skills with experience building and motivating high-performing teams., • Strong analytical, communication, and stakeholder management skills.Why Join Us?, • Play a defining role in scaling one of the most innovative fintechs in the market., • Lead the charge in modernizing loan/lease servicing with AI and next-gen technologies., • Join a mission-driven company that puts customers and responsible lending first.

Job Description Physician centered Texas non-profit Health System seeks 3 Oncologists - Hematology / Oncology Physicians to work in Longview Texas , 1 hour 45 mins east of Dallas Texas! Anna 843-297-4123 Come build a Oncology program for a wonderful nonprofit! If you want to build something awesome and be on the 'ground floor', this is the role for you! We are hiring 4 Oncologists in the next 6 months! Beautiful campus, with a large referral base of 200 providers! Brand new, 32 infusion bays with natural light, up against the lush east Texas forest! The extensive package contains: Hematologist/Oncologist • $700000.00 base salary , Potential to bonus above after the first year., • Sign-On $100000.00, • Conversion factor after guarantee $95, • APC Supervision $750 a month per FTE, • 100% paid Malpractice and tail, • Retirement funding with % match, • Relo and SignOn $ Bonus, • Student Loan Repayment at $125k ($25k per year) - if eligible, • Medical-health, Dental- and Vision 100% paid, • Over 1 month off per year, paid!! Bread and Butter Hematologist/Oncologist Role: • 30% Hematology/70-80% Oncology, • servicing 2 hospitals, with a large referral base of 200 providers, • beautiful campus, great public schools, • EPIC EMR, • Small inpatient floor with a large hospitalist team, • 425 bed, Level 3 trauma center Nonprofit faith based system: • A faith-based, not-for-profit organization, • 2018 Acclaim Award Winner- #1 physician group in the Nation, • The area’s preferred multi-specialty medical group, • Over 800 physicians and advance practice providers representing 41 specialties in 82 clinic locations throughout Northeast Texas, • A physician-led group with its own board of directors, • Big Texas Health System pays great overall compensation package. Hematologist / Oncologist • BC/BE Hematology / Oncology, • open to H1B visa candidates The Area: with 83,000 people Longview offers a low cost of living compared to many other Texas cities, making it attractive for families and retirees. The city has a strong sense of community and Southern hospitality, where neighbors often know each other by name. With beautiful parks, nearby lakes, and outdoor recreation opportunities, Longview is great for those who enjoy nature and a relaxed lifestyle. It boasts a growing job market in healthcare, manufacturing, and education, along with a solid infrastructure for small business growth. Longview’s excellent schools and family-friendly environment make it an ideal place to raise children.

Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an Investment Sales Analyst in our Austin office to join and support our active, top-performing National Development Services Team. The candidate must have prior experience within the commercial real estate industry, and an intimate familiarity with Commercial Real Estate investments and development is preferred. The individual will be expected to work directly with brokers on property/land valuations by underwriting and analyzing the client's quantitative property data and producing the highest and best-use development models. Those who possess intellectual creativity and critical thinking skills, coupled with being a driven and self-motivated individual, are encouraged to apply. The individual must be able to efficiently manage a variety of responsibilities for each individual assignment with the ability to work both independently and cohesively within a team environment. ***This position is an in-office position, with an immediate near term start date. Position Responsibilities: • Candidate must possess excellent writing skills to effectively convey a clear message regarding the Property, the Submarket, and the Opportunity in our marketing materials., • Underwrite income-producing assets and land development using Excel software including:, • Analyze historical operating statements, budgets, leases, and loan agreements, as well as current market conditions to determine financial underwriting assumptions., • Review, analyze, comprehend, abstract, and interpret various types of real estate documents., • Identify critical property-level financial issues and recommend areas for value-added opportunities., • Create evaluations of properties and sensitivity analyses., • Underwrite land values of both raw land and re-development for all property types, • Strategize with team members and provide materials that allow the top producers to generate new relationships, including gathering and tracking critical data points for research and business development purposes., • Prepare disposition proposals and offer memoranda for new or existing assignments in conjunction with the marketing team and upper management., • A minimum four-year college degree. Major in Real Estate, Finance, Accounting, or a business area preferred., • A minimum of 2 years of relatable experience and a financial analysis background are required., • Experience with Microsoft Office Suite (Excel) required, experience in Salesforce and Costar a plus., • Ability to operate in a fast-paced environment, take direction, and multitask under tight deadlines., • Strong understanding of finance analytical skills, financial terms, and principles necessary in real estate underwriting, including Discounted Cash Flow, IRR, NPV, Time Value of Money, Return on Equity, Yield on Cost, etc., • Experience involving the valuation of income-producing properties and land valuation is a plus., • Ability to comprehend, analyze, and interpret various types of real estate documents, including financial statements, loan documents, deed of trust, etc., • Candidate must possess strong verbal communication skills – ability to interact effectively and professionally with a wide variety of internal/external parties., • Attention to detail, organizational skills, and ability to manage multiple assignments with changing priorities., • Team player, strong work ethic, and passion for working in the commercial real estate industry. #LI-Onsite #LI-MS1

Job DescriptionAbout defi SOLUTIONS: It’s an exciting time to join defi! defi SOLUTIONS is a pioneer in end-to-end, SaaS loan originations, servicing, and managed servicing solutions. Our customers include the highest-volume captive auto lenders, banks, credit unions, and finance companies in North America. We have more than three decades of experience helping lenders reduce time-to-market, streamline operations, and customize lending processes with proven, scalable performance. Learn more at defisolutions.com and follow us on LinkedIn. Position Purpose: The Software Architect role focuses on designing and implementing software systems that meet business objectives. This position collaborates with cross-functional teams to solve complex business problems through technology. Responsibilities include designing, prototyping, and contributing to the implementation of software solutions that are durable, scalable, performant, secure, and cost-effective. Software Architects work in ambiguous environments and translate business concepts into tangible software systems. Essential Job Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. • Design and prototype software systems from business and technical requirements., • Contribute to defining technical requirements of software systems., • Collaborate with roles including Clients, Senior Leadership, Operations, and Security to produce software architectures., • Maintain awareness of advancements in the information technology industry and understand where they may be applicable., • Document technology standards and solution designs., • Communicate standards and designs to various stakeholders across the organization., • Participate in technical reviews during the full life cycle of a software system to ensure adherence to designs and standards., • Identify and document remediation plans for software systems that do not meet desired requirements for quality, performance, security, and cost. Required Qualifications/ Skills: • Bachelor’s degree in computer science or related field of study with 6–8 years of professional experience., • 1–2 years contributing to architecture or design decisions., • Strong experience in software design and distributed systems., • Familiarity with multiple technology stacks (e.g., .NET, Java, Node.js) to guide solution design., • Knowledge of interprocess communication protocols and formats such as HTTPS, REST, gRPC, XML, JSON., • Working knowledge of CI/CD techniques and technologies., • Understanding of secure coding best practices., • Ability to document technical specifications using diagrams and tools such as UML, Microsoft Visio, or PUML., • Effective communication skills for diverse technical and non-technical audiences., • Ability to self-manage tasks and time in collaboration with a manager., • Awareness of non-functional requirements (performance, scalability, security, observability, and cost optimization)., • Familiarity with large language models (LLMs) Preferred Qualifications/ Skills: • Master’s degree in computer science or related field of study with at least 5 years of professional experience., • Experience implementing software systems in Microsoft Azure, Amazon Web Services (AWS), or Google Cloud Platform environments. Affirmative Action/EEO statement: defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Job DescriptionAbout defi SOLUTIONS: It’s an exciting time to join defi! defi SOLUTIONS is a pioneer in end-to-end, SaaS loan originations, servicing, and managed servicing solutions. Our customers include the highest-volume captive auto lenders, banks, credit unions, and finance companies in North America. We have more than three decades of experience helping lenders reduce time-to-market, streamline operations, and customize lending processes with proven, scalable performance. Learn more at defisolutions.com and follow us on LinkedIn. About the Role: The Business Systems Analyst serves as a subject matter expert to define both business and software solutions to meet the needs of our Clients and Internal Product Managers. This role focuses on projects that pertain to the underwriting related functionality of the Loan Originations System product. The role includes many diverse responsibilities ranging from initial analysis of both External and Internal Client needs through the delivery of the software solution. The Business Analyst is responsible for capturing project requirements, designing comprehensive solutions and ensuring that the end deliverables satisfy the Client’s objectives and expectations. The Business Analyst works closely with other members of the project team to include supporting the Development and Quality Assurance Teams inclusive of supporting activities through the deployment of the project. The Business Analyst also works closely with the Client to provide education as it relates to the Lease and Loan underwriting transactions. The ideal candidate for this role is someone who can apply their direct and indirect lending skills as it relates to the Loan Origination System. The Business Analyst should have strong experience in direct lending, indirect auto finance, and auto leasing to support the evolution of our Loan Origination System (LOS). The platform currently supports indirect auto lending and leasing, and we are expanding its capabilities to include a full suite of direct lending and leasing products, such as: • Auto Loans, • Auto Leases, • Unsecured Loans, • Debt Consolidation, • Pledged Collateral, • Credit Cards Essential Job Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. • Lead business analysis for the expansion of our loan origination platform to support direct lending products., • Collaborate with internal teams and clients to define and document business requirements, workflows, and functional specifications., • Provide consulting on accounting-related functionality, including General Ledger Hierarchy and transactions from originations through recovery., • Apply knowledge of US GAAP, FASB, and Federal Reserve System standards related to consumer lending and leasing., • Analyze and document financial calculations including lease/loan payments, future/present value, and APR., • Conduct gap analysis between current indirect lending capabilities and required direct lending features., • Partner with software engineers, QA, and implementation teams to ensure accurate development and testing of new features., • Participate in test plan reviews and support validation of business requirements., • Provide demos and training to internal teams and clients on new functionality., • Recommend process improvements and assist in root cause analysis for product enhancements., • Utilize data and systems to support business goals through analysis and research. Required Qualifications: • 5+ years of experience in indirect/direct lending, underwriting, or financial services., • Strong understanding of consumer lending products and underwriting processes., • Excellent communication and client-facing skills. Preferred Qualifications • Bachelor’s degree in Accounting, Finance, Business, or related field., • Experience in auto finance and loan origination systems., • Experience writing business and functional requirements., • Background in underwriting or managing underwriting operations., • SQL knowledge., • Familiarity with Agile methodology., • Experience working with software development teams. Travel Required: • Less than 10% Affirmative Action/EEO statement: defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

Job Description FUNCTION Represent the mission of Nizari Progressive Federal Credit Union to members, staff, volunteers, and vendors. Greet and welcome all constituents of the Nizari Progressive Federal Credit Union and develop relationships that ensure member retention and satisfaction. Accurately and efficiently process and record routine transactions for members including cashing checks, accepting deposits and withdrawals, and processing loan payments and funds transfers. Responsible for promoting and advising on the credit union’s products and services, in a friendly and efficient manner. Assist them in registering for products and services by performing a variety of transactions. Respond to basic questions related to the requirements of applying for all types of loans. Understand the needs of members and offer viable solutions and make quality referrals. RESPONSIBILITIES • Adhere to the Credit Union’s core values in serving with truth, trust, mentoring, openness, risk-taking, integrity, caring and respect in carrying out Nizari’s mission and vision., • Always demonstrate a positive member service focus: make eye contact, use member’s name or acknowledge their presence, smile and thank them for their business., • Demonstrate teamwork in interactions with coworkers and in the completion of all duties and responsibilities., • Perform member transactions including deposits, loan payments, withdrawals, transfers, check cashing, credit card payments, disbursement of official checks, and sale of cashier’s and teller’s checks., • Ensure confidentiality of member records. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners., • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions., • Cross-sell credit union products and services to new and existing members by being proactive in communication – in person, or by emails, outbound sales phone calls, letters, or other sources. Be able to identify a need and present information as suited to those needs. Maintain a thorough knowledge of the features and benefits of each product or service., • Accept and examine checks for endorsement and negotiability. Determine availability of funds based on regulations and policy. Place holds accounts for uncollected funds, and when necessary, provides members with the proper documentation., • Daily processing of mail and night deposit transactions, • Accurately and neatly complete all forms including negotiable instrument logs, vault buy/sell tickets and CTRs., • Participate in day-end closing procedures. Refer to branch closing checklist for a complete listing of duties., • Sort and file membership transaction forms, teller receipts and check stubs accordingly., • Answer inquiries regarding checking and savings accounts and other bank related products. Assist in Account opening and other account servicing duties., • Work Nizari sponsored and other events on or off premises, as scheduled. Play a vital role in enriching the community by participating in community service organizations and/or Nizari sponsored events, on an annual basis., • Attend to phone calls and answer basic membership calls., • Perform clerical work such as filing and Scanning files into AMS., • Maintain professional correspondence with members., • Maintain and update member information on the computer system, such as address, phone number, and employment information., • Interpersonal skills to represent the CU in a positive way during member contact., • High energy with the ability to approach individuals and engage in a conversation to successfully win business and open new accounts., • Accuracy in the handling of cash and recording daily transactions., • Good oral communication skills and the ability to produce written communication., • Ability to follow oral and written instructions., • Good telephone manners and techniques, • Ability to use related computer applications, understand written material, perform basic math calculations., • Member account problem -solving skills., • Ability to develop and maintain effective working relationships with co-workers., • Prefer High School graduate with two to five years of experience., • Able to work independently to provide excellent members services within tight timeframes and simultaneously manage several requests., • Able to quickly evaluate alternatives and decide on a plan of action., • Must have a proven history of handling cash and knowledge of banking.

Job Description About defi SOLUTIONS: It’s an exciting time to join defi! defi SOLUTIONS is a pioneer in end-to-end, SaaS loan originations, servicing, and managed servicing solutions. Our customers include the highest-volume captive auto lenders, banks, credit unions, and finance companies in North America. We have more than three decades of experience helping lenders reduce time-to-market, streamline operations, and customize lending processes with proven, scalable performance. Learn more at defisolutions.com and follow us on LinkedIn. About the Role: The Sales Engineer is responsible for presenting and highlighting defi’s software solutions to prospective and current clients. Essential Job Responsibilities: Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. • Successfully demonstrate defi’s solution capabilities to prospective clients within the context of their lending business via workflow-based presentations and live demos., • Able to configure / customize demo environments (either individually or working with a team), • Maintain data integrity within demo environment and continually update software to build historical trends and reporting, • Present, listen, create architectures, demo solutions, discuss ideas and solve problems, • Listen, discuss ideas and solve problems for lenders, creating solution designs you can demonstrate to prove solution values to clients/prospects., • Understand and articulate value proposition of software products to help attract, engage and retain prospects/clients, • Effectively collaborate with sales teams (including cross-functional representatives from sales, client services, product management, product strategy and development) in the pursuit of new business opportunities, • Collaborate within the Sales Enablement team to support training initiatives as requested, • Participate in Industry Trade Shows as requested, • Serve as a subject matter expert in proposing and presenting defi’s Solutions, • Be conversant in both the business and technical aspects of solutions to confidently answer client questions and inquiries, • Develops a comprehensive understanding of defi’s solutions, • Partner with Product Management to identify market trends, solution benefits and contribute to direction of product roadmap, • Document business level requirements for enhancement requests identified during the discovery process, • Respond to inbound RFP/RFI inquiries, highlighting how defi’s solutions solve complex lender requirements, • Work with sales personnel to develop client-specific solutions to complex problems Required Qualifications: • Minimum 2 years' industry experience, • Bachelor's Degree or equivalent experience Preferred Qualifications: • MS Office Suite, • SQL Scripting, • JavaScript, or exposure to a similar scripting language, • Foundational knowledge of cloud based solutions and architecture, • Ability to work with SOAP and REST APIs, specifically utilizing XML and JSON, • SaaS experience preferred Additional Eligibility Requirements: • Solid communication skills with the ability to interact with executives and key stakeholders in all market segments we cover, • Comfortable working in a high growth, fast paced sales environment, • Ability to grasp new technology concepts quickly and think creatively, • Understanding of middleware and integration technology, • Passionate about people and technology, • Demonstrated consultative skills, • Foundational ability to tell a compelling story, • Collaborative Travel Required: • Up to 25% travel Affirmative Action/EEO statement: defi SOLUTIONS is an Equal Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status.

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