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Job Description Company Overview Arixa Capital is a leading private real estate lender and alternative investment manager with over $8 billion in originations completed since inception and a servicing portfolio exceeding $2.5billion as of March 31, 2026. We're more than a lender. Our vertically integrated platform allows us to manage every step of the loan process in-house, ensuring speed, reliability, and an exceptional experience for our clients. Backed by a substantial balance sheet, top-tier institutional partners, and a talented operations team, we're positioned for continued growth and innovation. At Arixa, our culture is one of our strongest assets. We foster a positive, collaborative, and high-performing environment where team members are empowered to grow, take ownership, and make an impact. Our team thrives on solving problems, celebrating wins, and driving results—together. We've been named to the Inc. 5000* list of fastest-growing private companies for three years running, and we're just getting started. *Arixa provided Inc. de minimis compensation to be considered for the Inc. 5000 list of the fastest growing private companies in the U.S. For a full description of ranking methodology, please visit: https://www.inc.com/inc-5000-methodology-how-we-selected-these-companies.html. Position Overview We are seeking an experienced and detail-oriented Post-Closing Manager. This role is responsible for overseeing complex post-closing activities, ensuring collateral documentation accuracy, pipeline health, and compliance with investor requirements. This role serves as the senior escalation point for exceptions, manages team performance across team members, and collaborates with internal and external stakeholders to maintain operational excellence and SLA adherence. This is a high-visibility role that requires exceptional communication skills, strong legal and compliance awareness, and the ability to manage multiple transactions simultaneously in a fast-paced environment. Primary Duties & Responsibilities • Ensure timely receipt and processing of collateral documentation; review complex loan exceptions and direct corrective actions with team members., • Monitor pipeline health across team members; oversee Salesforce queues and exception activities; adjust workflows to maintain SLA compliance and report metrics to leadership., • Supervise imaging and shipping processes to meet investor requirements; resolve escalated issues and enforce quality standards ., • Act as final escalation point for custodian, collateral, and trailing document exceptions; execute remediation decisions and communicate risks or delays to management and Capital Markets., • Oversee final collateral audit and boarding readiness; intervene only on high-risk exceptions., • Conduct internal compliance reviews and maintain SLA transparency for leadership; lead special assignments or investor-requested reporting projects., • Track high-risk title issues, delays, and exception trends; maintain vendor performance analytics and escalate unresolved files to management., • Oversee outstanding title policy queues and vendor performance; provide final review and sign-off on Assignments/Allonges for investor-level shipping., • Investigate high-priority escalations and deliver structured findings with remediation plans., • Serve as client-facing contact for collateral post-closing inquiries; manage escalated vendor relationships and collaborate on workflow improvements., • Develops and maintains qualified team through coaching and mentoring. Ensures proper training for future advancement and performs all necessary supervisory functions to effectively and efficiently manage the personnel assigned. Education & Experience • Bachelor's Degree preferred; equivalent work experience considered., • 7+ years mortgage industry experience preferred (including 5+ managing people), • Strong background in post-closing operations and investor requirements., • Advanced organizational and time management skills., • Excellent written and verbal communication skills., • Proactive problem-solving and critical thinking, • Strong attention to detail and commitment to accuracy, • Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues Compensation This LA-based position requires in-office work 4 days per week, to ensure close alignment among all team members. This position is exempt, regular full time, with a pay range $90K to $115K plus discretionary bonus potential. Benefits The employee is eligible for the following benefits: • Annual discretionary bonus program, • Medical, dental, vision and voluntary supplemental insurance, • 401k with Safe Harbor match, • Two weeks (10 days) paid vacation, • 6 paid sick days, • 10 paid holidays, • One personal day #LI-Hybrid

Application Deadline: 06/14/2026 Address: 24329 Crenshaw Blvd Job Family Group: Retail Banking Sales & Service Join us in building something new. This Bank Manager requisition supports our DeNovo branch expansion, where you’ll have the opportunity to help launch new locations, shape team culture, and drive client growth from day one. We’re looking for individuals who bring creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer experience and profitability goals in compliance with legal and regulatory requirements and the Bank’s policies and processes. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. • Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviours in all that they do., • Ensures alignment between values and behaviour that fosters diversity and inclusion., • Regularly connects work to BMO's purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through., • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders., • Attracts, retains, and enables the career development of top talent., • Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance., • Creates innovative business development strategies, including collaborating with BMO partners to grow the business and maximize branch revenues, sales, and customer satisfaction, and minimize operating losses., • Develops and executes a branch business plan to maximize business growth and wallet share and achieve customer retention and acquisition objectives., • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice in the best interests of the customer., • Conducts cold calls to prospective customers to develop new customer relationships., • Develops and maintains a network in the community to enhance the Bank’s visibility and builds a strong referral source for new potential business., • Supports the Bank’s community involvement and participates in community activities., • Maintains a high-touch relationship with key branch customers and prospects within the market., • Resolves customer related issues using knowledge of bank services, products, and processes., • Fulfills sales and service activities for the customer in accordance with approved procedures., • Recommends and implements solutions based on analysis of issues and implications for the business., • Assists in the development of strategic plans., • Builds the business plan for the branch., • Influences and negotiates to achieve business objectives., • Identifies emerging issues and trends to inform decision-making., • Implements, reviews, and revises work plans., • Helps determine business priorities and best sequence for execution of business/group strategy., • Conducts independent analysis and assessment to resolve strategic issues., • Works with internal stakeholders and colleagues to leverage sales, fulfillment, and referral opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers., • Ensures alignment between stakeholders., • Monitors sales and service performance against plan to identify gaps, issues, and best practices, and develop and implement action plans that close performance gaps and resolve issues., • Breaks down strategic problems, and analyses data and information to provide insights and recommendations., • Communicates goals, plans, and assignments to achieve financial and customer service goals., • Leads the implementation of new programs, products and processes within the branch., • Coordinates the implementation of national and regional sales and service initiatives., • Monitors the service request and problem resolution processes for adherence to national standards., • Provides technical training and support to branch employees to maintain operational and sales effectiveness and recommends improvements., • Plans and controls unit operating expenses in accordance with forecasts., • Manages transactional outcomes for customer calls or defers to appropriate internal business groups., • Resolves complex or unresolved customer situations or escalates to the next higher manager for resolution., • Maintains current knowledge of personal banking and credit card industries, practices, and trends and integrates into customer conversations., • Builds effective relationships with internal/external stakeholders., • Maintains the confidentiality of customer and Bank information., • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering., • Complies with all legal and regulatory requirements for the jurisdiction., • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus., • Provides specialized consulting, analytical and technical support., • Exercises judgment to identify, diagnose, and solve problems within given rules., • Works independently and regularly handles non-routine situations., • Broader work or accountabilities may be assigned as needed., • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Qualifications: • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience., • Previous supervisory or management experience., • In-depth knowledge of retail banking products and services., • In-depth knowledge of competitive marketplace and trends in product offerings., • In-depth knowledge of all branch operational processes and policies., • In-depth knowledge of branch technologies, processes, and performance metrics., • In-depth knowledge of applicable regulations, audit standards, and related policies, procedures, and directives., • Deep knowledge and technical proficiency gained through extensive education and business experience., • Verbal & written communication skills - In-depth., • Collaboration & team skills - In-depth., • Analytical and problem solving skills - In-depth., • Influence skills - In-depth., • Data driven decision making - In-depth. Salary: $74,000.00 - $138,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: _ About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at _ BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to _ and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Summary My client, a financial/mortgage is looking for a TRID Specialist, responsible for receiving, processing, copying, distributing, and finalizing loan files and other supporting documents in compliance with the Company, Agency, Investor, Title Company, and County Recorder policies, procedures and guidelines. Type: Temp to hire (depends on company needs) Start Date: ASAP Location: Hybrid - 3 days/week in office M-W-F (flexibility) Pay Rate: $22/hr + benefits. Schedule: Monday – Friday 8am – 4.30 pm flexible FUNCTIONS • Review incorrect final documents and resolve issues by making the appropriate corrections., • Process document audits and make appropriate changes as necessary., • Log all pertinent documents into the system., • Monitor quality of incoming work to identify trends and avoidable upstream errors; provide feedback and suggestions for corrections and improvements., • Respond to requests for documents, mini-file reviews, and main loan files., • Communicate issues related to completing requests for original documents., • Process original and copy document requests based on workflow data., • Make suggestions for changes in procedures, automation, and forms to increase department efficiency and accuracy. QUALIFICATIONS • 1 yr mortgage / loan admin or clerical role, reviewing files and/or documents., • Manage multiple priorities and projects., • strong sense of urgency and responsiveness., • Verbal and written communication skills., • Organized and detail oriented;, • Prior experience using PDF software programs and Microsoft Word, Excel, and Outlook.

We are seeking an experienced Compliance Manager to lead and oversee compliance operations across retail, wholesale, and correspondent mortgage channels. This role is critical in ensuring adherence to regulatory requirements, minimizing risk exposure, and supporting overall business objectives. Reporting to senior leadership, the Compliance Manager will exercise independent judgment in interpreting regulatory guidance, advising stakeholders, and aligning compliance initiatives with enterprise risk strategies. This position also includes leadership responsibilities, including managing and developing compliance team members. Key Responsibilities • Serve as a subject matter expert on mortgage compliance regulations, including TRID, ECOA, HMDA, ATR/QM, RESPA, and Fair Lending laws, • Interpret regulatory requirements and provide guidance to business leaders on compliance matters, • Develop, implement, and maintain compliance policies, procedures, and monitor frameworks, • Oversee first-line compliance controls, reporting, and documentation, • Identify, document, and escalate compliance risks to senior leadership, • Monitor regulatory changes and assess operational impact, • Lead internal compliance audits and support regulatory examinations, • Manage, mentor, and develop compliance team members, • Collaborate cross-functionally to ensure adherence to compliance standards, • Perform additional duties as needed within the scope of the role Qualifications • Bachelor’s degree in Business, Finance, or a related field (or equivalent experience), • 7+ years of progressive experience in mortgage compliance, • Prior experience managing or leading compliance staff, • Strong knowledge of conventional, government, and non-agency mortgage compliance requirements, • Proven ability to exercise independent judgment and decision-making, • Excellent analytical, communication, and leadership skills, • MLO Licensed in different States Physical Requirements • Ability to sit for extended periods and work on a computer, • Strong verbal and written communication skills, • Ability to occasionally lift up to 15 pounds Additional Information This position is classified as exempt under applicable wage and hour laws. Responsibilities and duties may evolve based on business needs. Equal Opportunity Employer We are committed to creating a diverse and inclusive workplace and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any legally protected status. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discount, • Health insurance, • Life insurance, • Paid time off, • Referral program, • Vision insurance

About 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. The Post Closing Specialist is responsible for resolving routine and complex post-closing escalations in a timely, accurate, and compliant manner. This role requires strong analytical skills, attention to detail, and the ability to navigate loan-level changes while ensuring adherence to investor and agency guidelines. This role requires excellent customer service skills, the ability to build collaborative cross-functional relationships, and communicates clearly and professionally and exhibits a strong sense of ownership. • Post-Funding Loan Modifications, • Review and process post-funding loan modification requests, including removal of creditor payoffs and resolution of short-funding issues., • Facilitate the re-approval process, including running DU/LPA as needed and validating guideline compliance (GSE, FHA, VA)., • Collaborate with internal departments to evaluate risk and impact of requested changes., • Ensure all loan-level changes are thoroughly documented, including rationale, approvals obtained, and final resolution., • Respond to escalations within expected service level agreements while maintaining accuracy and compliance standards., • Post-Funding Refunds & Title Coordination, • Partner with title companies to manage and direct post-funding refunds., • Determine how to administer post-funding refunds., • Ensure accurate documentation and processing of all refund transactions. - Communicate clearly with stakeholders regarding status and resolution., • Departmental Coverage & Support, • Provide cross-functional coverage within the Post Close department., • Support departmental workflow to ensure service levels and maintained., • 4-6 years relevant Mortgage experience, • Manage time, prioritize competing tasks, and work independently in a fast-paced environment., • Experience running Loan Product Advisor (LPA) and Desktop Underwriter (DU), along with a strong understanding of GSE, FHA, and VA guidelines, is required., • Prior experience in loan processing, underwriting, or post-closing operations is highly preferred., • Strong attention to detail., • Ability to meet rigorous deadlines., • Excellent written and oral communication skills, • Able to work independently and support a team atmosphere., • Proficiency with all MS Office applications (Word, Excel, Outlook, etc.), • Encompass experience a plus., • Professional demeanor and attireCompensation: $27.07 - $_ Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Here at Hometap, we’re collaborative, passionate, and always ready to roll up our sleeves to create solutions that help people get more out of homeownership — and out of life. Our first product, a home equity investment, gives homeowners the opportunity to quickly access the equity they’ve built in their home to pay for what’s most important to them, from handling debt to finally making much-needed renovations, without taking on debt. We work hard, and have some fun along the way, too. You don’t have to take our word for it: and have recognized us as a great place to work, and we’ve been honored for our commitment to innovation in the fintech space by , , and more! In case you need any more convincing, we also provide competitive compensation, healthcare coverage, unlimited PTO, a generous share package, and a strong culture with plenty of opportunities for team-building and camaraderie. Interested in joining us on our mission to make homeownership less stressful and more accessible? We’d love to talk. • Act as the product owner for the homeowner- and staff-facing experience and workflows required to apply for and originate licensed financial products, • Leverage qualitative and quantitative homeowner research to uncover pain points and areas of opportunity, • Collaborate with Engineering and Design to conceptualize and deliver new features for applying homeowners, • Collaborate with Legal and Compliance to translate legal and regulatory requirements into operational workflows, • Iterate on our homeowner experience, with an eye towards customer satisfaction and compliance, • Ensure compliance with Fair Lending laws, including ECOA and FHA, enable partnerships and data transfers using MISMO standards, • Test and scale incrementally with data analysis, A/B testing, phased rollouts, and user research, • Build and maintain dashboards to track KPIs, analyze user behavior, and surface actionable insights regularly, • Communicate insights and recommendations to key stakeholders across the organization, including senior leadership, • 4+ years of product management experience with direct experience with a regulated consumer financial company, mortgage experience preferred, • Familiarity with licensed lending operations, including the Truth-in-Lending Act, Equal Credit Opportunity Act, Fair Credit Reporting Act, Home Mortgage Disclosure Act, and UDAAP, • Bonus: Familiarity with state and federal lending examinations and supporting regulatory reporting requirements, • Excellent written and verbal communication skills, with the ability to influence cross-functional teams and executive stakeholders, • Customer-focused mindset with the ability to translate user needs into growth opportunities, • Business acumen to prioritize and advocate for work that balances conversion, efficiency, and investment decision quality, • Strong analytical skills and comfort working with data to make informed decisions; experience with tools like Heap, Tableau, or similar platforms a plus, • Self-awareness and time management skills to balance multiple projects at once and know when to ask for help Our team is what makes us great. The salary range for this role is $160,000 - $175,000, depending on your experience, skills, location, and other factors. You’ll also receive meaningful equity, so you can share in our growth and success. We offer generous medical, dental, and vision coverage, a work-from-home stipend, parental leave, and plenty of paid time off to recharge. Hometap is on a mission to make homeownership less stressful and more accessible. Our home equity investment product provides homeowners with a fast, simple, and straightforward way to access the equity in their home without taking out a loan or having to sell. By investing alongside homeowners, Hometap offers debt-free cash in exchange for a share of their home’s future value — all without any monthly payments over the life of the investment. Through a combination of financial innovation and best-in-class customer service, Hometap enables people to get more from homeownership so they can get more from life. Hometap believes that our differences are what bring us together, and one of our biggest priorities is creating a diverse workplace that welcomes and values each team member’s unique perspective, background, and ideas. All roles here are filled based solely on candidates’ qualifications and our business needs. Hometap is an equal opportunity employer. We provide employment opportunities regardless of race, age, color, religion, sex, sexual orientation, gender, gender identity, gender expression, genetic information, national origin, pregnancy, marital, veteran, or disability status. If there is an accommodation that would support your ability to apply and interview with Hometap, please let us know by emailing work@hometap.com.

Salary: $150,000 - 185,000 per year Requirements: • We require at least 4 years of experience with Encompass, including exposure to loan origination and/or loan servicing platforms., • We need deep expertise in Encompass business rules, workflow design, system administration, and automation., • We prefer substantial mortgage industry experience, with strong knowledge of loan operations, compliance, servicing, and lending processes., • We seek proven leadership experience overseeing technology initiatives, operational change efforts, and cross-functional teams., • We look for a track record of assessing business workflows and delivering scalable technical improvements., • We value experience using data analysis and operational reporting to inform strategic decisions and performance gains., • We require a strong understanding of change management and the ability to drive adoption of new tools and processes., • We need excellent communication and presentation skills, including the ability to work effectively with executive leadership and all organizational levels., • We expect strong organizational, analytical, strategic thinking, and problem-solving abilities, along with exceptional attention to detail., • We need the ability to manage multiple priorities in a fast-moving, high-growth environment., • We prefer experience leading business development, process improvement, or digital transformation initiatives within mortgage or financial services., • A bachelors degree or equivalent relevant experience is beneficial, though not explicitly required in the posting. Responsibilities:, • We lead our technology and business innovation strategy by translating business needs into scalable technical solutions that support growth and efficiency., • We oversee enterprise system and process improvements, ensuring successful rollout, adoption, and communication across the organization., • We drive continuous improvement efforts centered on operational efficiency, workflow automation, compliance, and customer experience., • We manage the configuration, refinement, and ongoing administration of Encompass business rules, workflows, integrations, and system enhancements., • We partner with executive leaders and cross-functional stakeholders to define technology roadmaps and implement solutions aligned with company goals., • We direct testing, quality assurance, and deployment activities to confirm accuracy, reliability, scalability, and smooth implementation., • We analyze operational metrics, business performance data, and market patterns to provide actionable recommendations that support growth., • We identify opportunities for automation, digital transformation, and technology-enabled revenue expansion., • We create and maintain documentation for system settings, workflows, operating procedures, testing outcomes, and governance standards., • We build, mentor, and guide high-performing teams while promoting collaboration, accountability, innovation, and professional growth., • We serve as a liaison among technology, operations, sales, and executive leadership to align business objectives with technical solutions., • We support additional strategic projects, technology initiatives, and business development efforts as needed. Technologies:, • Support More: We are CAKE Mortgage, a forward-thinking wholesale mortgage lender specializing in Non-QM products, and we are redefining the lending experience through innovative programs, efficient processes, and a strong focus on speed and precision. This is an in-person leadership role for our VP, Technology and Business Innovation, based within a fast-paced, collaborative, and entrepreneurial environment. We offer competitive compensation of $150,000 to $185,000 per year, performance-based bonuses, and benefits including 401(k), dental, health, life, paid time off, and vision insurance. We value innovation, career growth, and teamwork, and we maintain an equal opportunity workplace committed to a respectful, discrimination-free environment. last updated 21 week of 2026

Job Description VP / Controller — Senior Finance Leadership One of the country's largest and fastest-growing specialty finance platforms We are seeking a VP/Controller to serve as a key financial architect for one of the most dynamic financial services/lenders in the country. This is a very stable and fast growing organization. Reporting directly to the Executive Team, the VP/Controller will lead all aspects of financial reporting, forecasting, and controls, including SOX compliance, audit-ready accounting, and US GAAP guidance with a focus on fair value loan and debt accounting. This leader will oversee the full accounting function — A/P, A/R, month-end close, and the loan funding process — while driving automation initiatives and owning the financial systems roadmap. The role also includes responsibility for both SEC and internal management reporting, annual budgeting in partnership with Strategy & Analytics, and contributing to investor materials. All while working a 40 hour week. The ideal candidate is a CPA with 8+ years of accounting leadership experience in financial services, strong SEC and SOX credentials, and the disposition of a builder — someone who wants to scale infrastructure, develop talent, and think like an operator. Experience in lending, real estate, or mortgage finance is highly preferred. This is a fast-moving search targeting a late-June start, with a streamlined three-round interview process. Senior finance leaders who thrive in high-growth, fast-paced environments are encouraged to apply. Base Salary $160 to $180k + Bonus Sherman Oaks, CA Medical, Dental, 401k, PTO, HSA Life and Disability Insurance

Job Description About the Company We are pleased to lead the recruitment effort for a private real estate appraisal company located in San Marino, CA. The company is a woman-owned, minority-led real estate appraisal firm with an established client base and a reputation for quality, defensible work. We are growing and need someone who can keep the back office running without being told twice. The Role We are looking for a reliable, detail-oriented Executive Assistant to support day-to-day operations across administrative, compliance, client-facing, and operational functions. This is a part-time position with the potential to convert to permanent full-time for the right person. • Minimum 24 hours/week, maximum 30 hours/week for the first three months., • In office how many days a week? 3+, • Hours of operation availability? 8-5More Than Just an EA This is not a position where you show up, handle tasks, and clock out. This is a front-row seat to a profession that generates hundreds of billions of dollars annually in the United States and one that is not going away. Real estate appraisal sits at the intersection of law, finance, and property markets. Every mortgage, every estate settlement, every commercial transaction, every eminent domain proceeding depends on it. It is a licensed, regulated profession with real earning potential and a defined career path. If you are sharp, curious, and willing to learn, this role will expose you to the mechanics of the appraisal industry from the ground up including client intake, property research, file management, engagement letters, compliance, and the day-to-day rhythms of a working appraisal practice. You will not just be supporting the business. You will begin to understand it. The right person for this role is someone who sees an executive assistant position for what it can actually be: the starting point for a career in a high-value, recession-resistant industry — with a principal who is invested in your growth. What You Will Be Doing • Support with client intake/phone calls professionally, - strong phone and email manner required, • Engagement letter drafting and initial property-level research to support bidding process, • Manage file scanning, archiving, and document retention in compliance with legal requirements, • Track ongoing data subscriptions, certain vendor agreements, • Invoice preparation and monitoring outstanding invoices, • Keep compliance documentation current and stand ready for client issuance as needed: DBE certifications, insurance certificates, and related items, • Check and route all incoming mail/email, • Electronic calendar management, • Maintain office supply closet inventory — envelopes, postage, batteries, cables, printer ink/toner, paper, etc., • Periodic errands for office, or appraisal-related errand (i.e. taking a photograph or obtaining a document from a building department), • Book travel, hotels, rental cars, restaurants, and parking for site visits — including complex or remote locations. Support with planning occasional special events., • Periodically monitor and register staff for relevant professional organizations and events to support business development and networking, • Support internship program coordination, scheduling, and ongoing communication, • Coordinate client gifts — sourcing, tracking, and fulfillmentWhat We Are Looking For, • 2+ years of administrative, office management, or executive support experience, • Strong organizational skills you track details and follow through without being managed, • Proficient in Microsoft Office and Google Workspace, • Comfortable with document scanning, filing systems, and digital archiving, • Professional written and verbal communication skills, • Valid driver's license and reliable transportation (Mileage and costs are reimbursed), • Real estate or appraisal industry experience is a plus, not a requirement, • Curious, growth-minded, and interested in building real industry knowledge over time, • Clean background, credit, and references if selected.To Apply Send your resume and a brief note on your relevant experience. Cover letter required. Please provide references. We will not contact references unless we make a conditional offer.

This program provides IT services focused on building, securing, and operating the Department of Veteran Affairs LGY’s home loan product-line technology. The contract’s purpose is to modernize and sustain critical home loan technology systems that support LGY’s delivery of mortgage-related services to program stakeholders, to provide continuous delivery and security integration. Position Description: The Salesforce Developer will support the design, build, and maintenance of Salesforce features for the Department of Veteran Affairs (VA) Loan Guaranty Service (LGY). This role will be hands-on with Salesforce object mapping defects, validating Apex callouts and Named Credentials, implementing hotfixes, validating permission set configurations, monitoring Salesforce debug logs, and assisting in production deployments. This role supports both ongoing sustainment and incremental enhancements to an existing enterprise Salesforce implementation, requiring strong judgment, code quality, and the ability to work within established architectural and compliance constraints. · Develop custom Salesforce applications, components, and integrations using Apex, Lightning Web Components, and API services. · Collaborate with consultants and stakeholders to refine requirements and deliver high-quality solutions. · Implement complex business logic, workflows, triggers, and automation. · Build and maintain secure, scalable integrations with external systems. · Ensure solutions adhere to Salesforce best practices and federal security and compliance standards. · Participate in code reviews, testing, debugging, and release management. · Maintain documentation, technical designs, and deployment procedures. · Provide technical support and troubleshooting for deployed solutions. Required Skills: Education & Experience (must meet one of the following): o Bachelor’s degree + 5 years of Salesforce or relevant software development experience, OR o Associate’s degree + 7 years of Salesforce or relevant software development experience, OR o High School Diploma/GED + 9 years of Salesforce or relevant software development experience. · Ability to obtain VA Public Trust Clearance. · Salesforce Platform Developer I and Salesforce Administrator (or ability to obtain within 90 days). · Hands-on OmniStudio experience. Preferred Skills · Current VA Public Trust Clearance. · Platform Developer II, Advanced Administrator, or Salesforce App Builder. · Experience supporting federal government agencies or working in a consulting environment. · Experience supporting Salesforce deployments using structured DevOps and CI/CD practices (e.g., Copado, Gearset, Git-based workflows). · Familiarity with Salesforce security, compliance, and FedRAMP requirements. · Strong problem-solving skills and ability to work in collaborative, cross-functional teams. SES provides a competitive salary and the following benefits: • Medical, • Dental, • Vision, • AD&D, • STD, • LTD, • Company paid Life Insurance, • 401k with employer contribution, • Paid Time Off, • Pet Insurance

Full-time Description Primary Purpose of Position: The Asset Manager II is responsible for the oversight of the financial and regulatory administration of funded properties within MaineHousing’s multi-family portfolio as well as properties under the Performance-Based Contract Administration contract held with the U.S. Department of Housing and Urban Development (HUD). The position is responsible for establishing and maintaining the primary working relationship with their assigned property owners and management companies throughout Maine as well as federal regulatory agencies providing funding and contract work. Education and Experience: Education and four years of relevant work experience or a combination of education and training preferred. Experience with comprehending and interpreting legal documents and regulatory guidelines, and experience with the affordable housing industry highly desired. Certifications and Trainings: • Certified Occupancy Specialist Training (COS)*, • Tax Credit Specialist Training (TCS)*, • Federal HOME, HTF and HOME-ARP Program Training*, • General Asset Management Training (Risk Assessments, Real Estate, etc.) *, • Fair Housing/Section 504/ADA Training*, • Develop competency with multiple department databases: Prolink, HDS, HUD Secure Systems *Training and certifications to be obtained within the first year of employment or as the courses become available Core Functions: · Review projects for compliance to federal, state and agency regulatory requirements and proactively monitor to anticipate developing issues and risks that could impact MaineHousing’s financial exposure in the investments o Review and analyze budgets and Audited Financial Reviews (AFR) for financial risk by monitoring debt coverage ratio, accounts receivable, vacancy loss, bad debt, net income/loss and recognized cost deemed unreasonable o Analyze on-going capital investments/needs of a property through the evaluation and comparison of routine inspection results, capital needs assessments, budget data, damage claims and replacement reserve requests o Review of annual program reporting for conformance to state and federal requirements o Conduct management and occupancy reviews to ensure management practices and program occupancies conform to the regulatory requirements that are specific to each property. Review and sign off on any MORs conducted by AM I’s for projects in portfolio. o Review and approve all requests for use of property reserve funds o Review of management documents, which may include Management Plans, Management Agreements, Marketing Plans, Tenant Selection Plans, and leases whenever a document change or an ownership or management change occurs to projects in portfolio. o Make recommendations to Director of Asset Management and Portfolio Manager on troubled projects o Draft Notice of Violations and defaults when non-compliance is identified, follow-up on reporting and program compliance · Perform essential key tasks required under the Performance Based Contract Administration (PBCA) held with HUD o Conduct management and occupancy reviews to ensure management practices and occupancy conform to the HUD regulatory requirements specific to each project. o Perform review of PBCA MORs completed by AM I’s. o Provide timely reporting of results of the review to owners (within 30 days). o Perform on-site walk-through inspection of the property’s physical plant conditions. o Timely response to tenant inquiries regarding any life safety concerns · Assist AM III with bringing new properties online by participating in project meetings and the Pre-occupancy Meeting with the Owner/Management team for those projects that will be assigned once on-boarded. · Assist AM III and participate in workouts and new loan proposals for projects in portfolio. · Participate in trainings for staff and external partners · Maintain working knowledge of various federal and state program regulations applicable to the portfolio including Bond regulations, Code of Federal Regulations, IRS Section 42, HUD Handbook 4350.3, Sec 8 Contract Renewal Guide, Special Claims, FedHOME, HTF, HOME-ARP, PRA811, Fair Housing Laws and Section 504 Requirements as well as any new programs coming online o Apply the appropriate requirements to the projects assigned o Provide training and technical assistance to owners and management agents · Respond to resident, owners, managers, and other external inquiries and issues through telephone, written, and electronic mediums · Provide support to the Asset Manager III’s in processing ownership transfers that include a subsequent loan component · Coordinate with AM III’s, Finance and Legal teams on Promissory Note Cancellations and Mortgage Discharge processes · Other duties as assigned Requirements Education and Experience: Education and four years of relevant work experience or a combination of education and training preferred. Experience with comprehending and interpreting legal documents and regulatory guidelines, and experience with the affordable housing industry highly desired. Certifications and Trainings: • Certified Occupancy Specialist Training (COS)*, • Tax Credit Specialist Training (TCS)*, • Federal HOME, HTF and HOME-ARP Program Training*, • General Asset Management Training (Risk Assessments, Real Estate, etc.)*, • Fair Housing/Section 504/ADA Training*, • Develop competency with multiple department databases: Prolink, HDS, HUD Secure Systems *Training and certifications to be obtained within the first year of employment or as the courses become available Skills and Knowledge: · Experience working with multifamily real estate · Ability to understand and interpret regulatory documents and State and Federal statutes and regulations · Experience working with multifamily real estate · Ability to understand and interpret regulatory documents and State and Federal statutes and regulations · Strong project management, time management, and organizational skills · Strong PC skills using various software including Microsoft 365 (especially Word and Excel), ShareFile/SharePoint, Windows, internet browsers · Ability to establish and maintain good working relationships with business partners · Excellent communication skills – speaking, writing, and listening via phone, email, and in-person meetings · Ability to communicate effectively in front of groups · Ability to take initiative, work independently, and use creativity and analytical skills to resolve complex issues among multiple parties Working Conditions: Fast paced environment with multiple priorities, interruptions & deadlines. MaineHousing office hours are Monday – Friday from 8:00am to 5:00pm. A hybrid schedule that includes some telework may be available. Reports to: Portfolio Manager Supervises: No one The starting hourly rate for this position is $28.0980 (annual $58,444), plus a comprehensive benefits package, including, but not limited to, health, dental and vision, retirement options with employer match, life insurance, short and long-term disability, employee assistance, generous earned time and all major federal holidays. Employment is eligible for the Public Service Loan Forgiveness Program. Position will remain open until a suitable candidate is found Salary Description 58,444 per year

Company Overview Spreo Capital is a rapidly expanding private mortgage lender specializing in bridge, renovation, ground-up construction, and DSCR loans for residential and multifamily investors. Spreo Capital funds individual loans up to $8 million across single-family, 2–4-unit, condo and multifamily properties. The Company’s mission is to empower real estate investors through flexible, fast and relationship-driven private financing. Learn more at spreocapitalpartners.com The Opportunity We are seeking a motivated and driven individual to join our Sherman Oaks, CA office as an Analyst on the Credit Team. The Credit Analyst will be responsible for the due diligence, underwriting and final structuring for all RTL packages within the Spreo Capital platform. The position will provide the candidate with the opportunity to develop a deep understanding of responsible private lending through loan structure, credit analysis, and capital markets management. The successful candidate will be looking to grow with the company. Ideal candidates will hold a bachelor’s degree and 2–5 years of experience in credit/underwriting, loan structuring, real estate valuation, mortgage lending and/or real estate. Key Responsibilities · Evaluate loan structure and credit guidelines to ensure compliance with lending & underwriting standards · Research sales and rental comparables for multifamily and residential real estate valuation analysis · Manage and review appraisal orders to uphold compliance with internal valuation standards · Analyze project construction budgets to ensure feasibility and compliance with lending program guidelines · Perform and review all due diligence required to evaluate the borrower and asset · Work closely with internal partners to assist in moving loans from initial prescreening through funding · Structure and underwrite DSCR loans for adherence with investor guidelines · Complete loan portfolio reporting and overall data management · Work within Lending Wise to ensure loan data integrity. · Other Ad-Hoc projects as assigned Qualifications · 2-5 years of relevant experience in Credit/Underwriting, Loan Structuring, Real Estate Valuation, mortgage lending, and/or Real Estate · Bachelor’s degree (preferably in finance, Business or related field) · Ability to analyze complex loan structures and real estate development projects · Strong written and verbal communication skills · Proficient in MS Word and Excel · Data analysis and visualization skills a plus · Private money and construction lending experience a plus Compensation & Benefits · Competitive Base Salary (From $75,000 to $85,000 per year) · Generous discretionary bonus compensation. · Exceptional growth opportunities in a fast-scaling company committed to internal promotions. This role is a steppingstone to long-term advancement in sales, credit, closing or senior client management positions. · Ongoing training and professional development opportunities · Comprehensive Medical, Dental, Vision and 401(k) benefits Why Join Spreo Capital? · Thrive in a fast-paced environment within a booming industry. · Build a true career in Credit, gain develop a deep expertise in valuation and underwriting. · Join a dynamic team with a culture that celebrates success and collaboration. Apply Now If you are looking for an opportunity for a career in private lending and are up to the challenge, you are welcome to apply… Work Location: This is four (4) days a week in-office role at 15250 Ventura Boulevard, Sherman Oaks, CA. Remote work optional on Fridays.

Valon is transforming both mortgage servicing and consumer direct lending with a technology-first approach. Backed by Andreessen Horowitz (a16z) and managing over $130 billion in loans, we’ve built our platforms from the ground up—not on outdated legacy systems—so homeowners, lenders, and investors experience greater transparency, efficiency, and care. By unifying processes into a modern, AI-native operating system, we’re leading the way in automation, compliance, and continuous improvement across our servicing and lending businesses. Our mission is to empower every homeowner by making the mortgage experience simple, secure, and financially empowering. To achieve this, we bring together world-class engineers, servicing experts, lending professionals, and operations leaders who share a passion for improving the homeowner journey. We’re not only reshaping what servicing and lending look like today—we’re creating opportunities for talented people to help drive the future of the industry. As we continue to grow, Valon is expanding its footprint across multiple states, opening the door to exciting new roles and career paths. Joining Valon means becoming part of a fast-scaling company where innovation, collaboration, and customer impact go hand in hand. Mortgage is just the beginning—we’re building the future of regulated finance, and we want you to be part of it. We are seeking a Senior Analytics Engineer to take ownership of our external client reporting pipelines. This crucial role involves managing the layer of our data platform responsible for transforming raw data into reliable, structured, and performant assets for reporting, analysis, and AI initiatives. This role sits at the intersection of engineering and analytics, ensuring data is production-grade, auditable, and easily accessible across the organization. You will own client reporting, standardize our data modeling practices, manage the orchestration of analytical workflows, and provide hands-on analytical support for high-stakes operational business functions, including reporting and performance management. Client Reporting & Infrastructure: Scope and develop new client reports, while also maintaining and enhancing existing reporting pipelines. Collaborate with external clients and our internal client success team to effectively manage and triage inbound requests. Partner with Valon Technologies' data team to improve the underlying infrastructure for client reporting. Data Modeling & Transformation: Design, build, and maintain the production-grade data models and analytical layers using our existing stack of dbt Cloud and Airflow to ensure reliability and structure at scale. Data Governance & Quality: Partner with engineering and product teams to define and implement data contracts and observability frameworks (e.g., Great Expectations) to guarantee data quality and auditability for a regulated environment. Analytical Support: Write complex SQL queries, build dashboards (in tools like Hex or Looker), and conduct ad hoc analysis to empower operational leaders and provide deep root-cause insights into business performance. Compliance & Reporting: Own and fulfill third-party audit, exam, and regulatory reporting requirements, managing timelines and delivering clear, defensible outputs to clients and regulators. Experience: 7+ years of combined experience in data engineering, analytics engineering, or a highly technical data analytics role, ideally at a mortgage servicer or financial institution (Series B–E startup experience is a plus). Technical Stack: Expertise in SQL (required), strong proficiency in Python, and proven experience with core modern data stack tools like dbt and Airflow. Communication: Communicate effectively with external clients, clearly synthesizing their requests, establishing realistic timelines, and proactively managing expectations, including pushing back when necessary to ensure successful outcomes. Architecture & Quality: Deep understanding of data architecture patterns (e.g. medallion architecture) and experience implementing data quality frameworks, observability tools, or data contracts at scale. Analytical Tools: Experience with data visualization tools (Hex, Looker, or equivalent) and proficiency in Google Sheets/Microsoft Excel. Mindset: A strong product mindset, focusing on the usability, reliability, and developer experience of the data systems you build. Problem-Solving: Proven ability to solve complex problems independently and build repeatable processes around novel situations. Bachelor’s Degree or equivalent professional experience in Computer Science, Data Analytics, or a similar field. Compensation: competitive salary and 401(k) plan Health & well-being: we’ll invest in your physical and mental well-being with comprehensive medical, dental, & vision benefits Grow together: Company-wide orientation for you to successfully onboard and other learning & development opportunities, including regular review cycles that feature 360-degree feedback Generous time off: 17 days paid time off, sick days, and 11 company holidays Baby bonding time!: 12 weeks off for both birthing and non-birthing parents - fully paid so you can focus your energy on your newest addition Throughout the interview process, please remember that emails will only be from _ email addresses. We will never ask for any personally identifiable information during the interview process itself. Please reach out to talent@valon.com if you have any requests to verify the authenticity of an outreach. Valon is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. Valon makes hiring decisions based solely on qualifications, merit, and business needs at the time.

Job Description We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Bank Teller opportunity with a Bank in Century City. Our client is the largest privately owned bank in the nation, offering a full range of personal, commercial, trust, and mortgage banking products and services. The Bank Teller is responsible for the specific duties listed below. Your specific duties will include: • Processing customer transactions, including deposits, withdrawals, loan payments, transfers, and cashier’s checks., • Balancing the cash drawer and maintaining accurate transaction records., • Assisting customers with account inquiries and basic banking services., • Identifying customer needs and referring appropriate products and services., • Maintaining compliance with bank policies and procedures., • Resolving customer concerns professionally and promptly., • Supporting branch operations and assisting team members as needed. Required qualifications for the position include: • High school diploma or equivalent required, • Minimum of one year of Bank Teller experience, • Previous cash handling or customer service experience preferred, • Strong communication and interpersonal skills, • Basic math and computer proficiency, • Strong attention to detail Pay Rate: $20.00/ hour Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies, and experience, and location. Employees have access to healthcare benefits, including medical, dental, and vision as well as a 401(k) plan. Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO . To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515. We collect personal information as part of the application and hiring process. For details about the categories of information collected, purposes of use, and your rights under law, please review our Candidate Privacy Act Disclosure Notice: Privacy Policy #Teller #BankTeller #Bank #CSS Company DescriptionWorkway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.Workway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.

Job Description We’re looking for a proactive and detail-oriented Director of Client Care to serve as the central point of communication and coordination for clients throughout the listing preparation process. This is a hands-on, relationship-driven role where no two days look the same. You’ll work closely with sellers, agents, and vendors to guide clients through every step leading up to launch day while delivering white-glove service and operational excellence. The majority of this role is field-based, so you must be comfortable spending time at properties, meeting vendors, and managing on-site responsibilities. Reliable transportation is required. Compensation and Benefits: • Expected End-of-Year Earnings: $120,000-$150,000 (base salary + bonus), • Performance-based bonuses (after 90 days), • Paid Time Off (PTO), • 401(k), • Mileage reimbursement, • Clear growth path within a high-performing teamCompensation: $120,000 - $150,000 Expected End-of-Year Earnings Responsibilities: • Serve as the primary point of contact for sellers throughout the pre-market listing process, • Deliver a high-level client experience through proactive communication, follow-up, and relationship management, • Guide clients through timelines, expectations, paperwork, and next steps from signed listing agreement through launch day, • Coordinate all aspects of property preparation, including staging, cleaning, repairs, photography, and marketing readiness, • Manage vendor scheduling and communication while ensuring deadlines and quality standards are met, • Conduct property visits and oversee on-site activities to ensure projects stay on track, • Accurately enter and maintain listing information in MLS and internal systems, • Review disclosures, compliance items, and listing paperwork with clients to ensure accuracy and completion, • Collect and organize property details, upgrades, features, and visual assets, • Coordinate showings and open houses in alignment with seller schedules and property availability, • Track and support marketing efforts, including online and social media components, • Handle vendor payments and maintain organized expense and reimbursement records, • Partner closely with listing agents to ensure every property is fully prepared before going live, • Identify opportunities to improve workflows, systems, and operational efficiency, • Maintain accurate databases, records, and client files, • Support team initiatives, events, and additional administrative projects as needed Qualifications: • High school diploma required; college degree preferred, • Active California real estate license or willingness to obtain upon hire, • Experience in real estate, transaction coordination, escrow, mortgage, customer service, or client relations strongly preferred, • Comfortable working in a field-based role with regular travel to properties and vendor locations, • Reliable transportation required, • Exceptional organizational skills and strong attention to detail, • Ability to manage multiple priorities and deadlines in a fast-paced environment, • Strong interpersonal and communication skills with a client-first approach, • Tech-savvy and quick to learn platforms such as MLS, CRM systems, Google Workspace, and Canva, • Proactive, resourceful, and solutions-oriented, • Professional, polished, and confident in working directly with clients, • Team-oriented with a high level of accountability and follow-through, • Flexible and willing to jump in wherever needed to support team success About Company The Dave Knight Real Estate Team is a high-performing, client-focused real estate group committed to delivering a world-class experience at every stage of the buying and selling process. With a strong emphasis on systems, service, and results, the team operates with professionalism, urgency, and a deep commitment to both care and excellence. We believe in creating a supportive, growth-oriented environment where team members are empowered to take ownership of their role, continuously improve, and contribute to something bigger than themselves.

RELATIONSHIP MANAGER BUSINESS BANKING SR Encino, CA WHAT IS THE OPPORTUNITY? Develops and manages relationships with business banking clients in the assigned business segment and/or geographic areas. Actively engages in the sales process of the assigned Region to ensure the attainment of Regional and individual goals and objectives, while ensuring CNB credit quality and risk management guidelines are maintained. Presents a variety of product solutions to client needs. Provides responsive quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable growth of the portfolio assigned. This may be accomplished through active calling efforts and referrals from existing customers and line colleagues from Personal & Business Banking and other divisions, and by providing the CNB exemplary level of service, identifying and promoting solutions to customer needs, and maintaining an active calling program. Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act. WHAT WILL YOU DO? Identifies and develops profitable relationships with prospects and clients consistent with the objectives of the bank through extensive business development activity. Works closely with existing and new clients to understand their specific financial requirements and provide effective solutions, while maintaining the credit quality standards of the bank. Develops relationships and supports other CNB departments and colleagues to provided customers and prospects the solutions recommended. May occasionally assist branch managers and relationship managers within their assigned area on calls to help them advance their skills. Participates in internal and external community activities as a representative of CNB, promoting and attracting new colleagues and customers. Prepares a Relationship Plan and calling schedule for each client or prospect in conjunction with the strategic business development program. Identifies business opportunities and solicits referrals of other Bank products or services and/or externally from existing customers, a network of internal and external referral sources, and other professionals in the industry. Develops a strong understanding of company, industry, business and needs to assist in client calling efforts. Sets objectives for each relationship in terms of cross sell opportunity and revenue contribution, etc. Calls on existing or prospective clients to discuss and promote all Bank products and services in order to establish a total client banking relationship. Discusses financing opportunities and general business conditions; may assist in forecasting clients' credit needs and develops solutions to serve their financial needs. Brings in product specialists, as necessary, to help problem solve or structure transactions. Negotiates transactions; documents and closes loan transactions, ensures conformance with Bank policy and regulatory requirements. Exercises sound credit and risk judgment in approving transactions. Recommends approval of credits meeting the banks credit standards. Ensures the quality of all business introduced to the Bank. Represents the Bank by actively participating in outside civic and community affairs, business and industry-related organizations, and other professional activities as appropriate. Interfaces with other Bank departments including the branches within their assigned area as necessary. Defines responsibilities and coordinates objectives for all product areas in a relationship or transaction. Resolves all client needs and any internal issues. Monitors and analyzes relationship results and account activities. Determines client profitability. Makes a recommendation regarding accounts to be further developed or eliminated. Prepares reports for management. Monitors portfolio for quality, risk and adherence to policy. Works with the appropriate staff departments to resolve issues. Maintains awareness of competitive products, practices, rates and changes in market conditions. Analyzes problem credits and meets with client to develop solutions to minimize loss exposure. May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic locations. Relationships in portfolio may require extensive operational expertise to manage workflow to match client needs, and is responsible for monitoring and mitigating any operational risk factors. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Minimum 10 years of banking experience required. Minimum 8 years of commercial lending experience within the segment required. Minimum 5 years of credit experience required. Additional Qualifications Preferred to be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and be registered/licensed with the "Nationwide Mortgage Licensing System and Registry" (NMLS); or must be able to be registered under the Safe Act. Working knowledge of Bank operations, policies and procedures and regulatory compliance. General knowledge of Bank products and services Good interpersonal, verbal and written communication skills. Good problem solving skills. WHAT'S IN IT FOR YOU? CompensationStarting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our https://careers.cnb.com/benefits. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at https://www.cnb.com/about-us.html. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-MD #CA-MD

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 FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Encino,CA $22.50 - $30.29 / hour

The Transaction Coordinator is responsible for data entry and transaction processing. This role creates and processes sales transactions, along with maintaining large amounts of information across various real estate specific databases. This position will also offer agent support as needed by answering agent questions and requests and communications regarding missing/incomplete paperwork. What You'll Do.. Coordinate all necessary data and documents to ensure transactions are created promptly and all documents are uploaded accurately into internal systems. Use tasks and checklists to manage various stages of transactions, ensuring file compliance, and following any action items through completion. Generate friendly reminders and communications to agents and office staff regarding incomplete or missing documentation as the need arises for processing or commissions audit. Process all listings, sales, leases, and referrals in a timely manner with precision, efficiency, and in accordance with standard operating procedures. Skillfully calculate, prepare and deliver commission disbursement authorizations for pending sales. Carefully review final settlement paperwork with all funds received/paid in order to proficiently process closings and to reduce post-closing deal adjustments. Run reports to reconcile and organize data for tracking all upcoming closings, and escalating unpaid deals. Employees in this position may also be asked to assist in additional projects based on business need. Qualifications: 2 years experience in Real Estate, or Real Estate adjacent role; must have familiarity with Real Estate terminology. Prior experience in a transaction or commission processing role preferred. 2 years of prior Customer Service, or Administrative Support experience. Technologically proficient including Microsoft Office Suite, experience working with transaction management software is strongly preferred. Excellent communication skills, verbal and written; ability to effectively resolve conflict. Strong attention to detail, with the ability to multi-task, prioritize and be flexible in a fast-paced environment. Coldwell Banker (https://www.coldwellbanker.com/) is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (http://www.anywhere.re/) (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (https://www.bhgre.com/) , Century 21 (https://www.century21.com/) , Coldwell Banker (https://www.coldwellbanker.com/) , Coldwell Banker Commercial (https://www.cbcworldwide.com/) , Corcoran (https://www.corcoran.com/) , ERA (https://www.era.com/) , and Sotheby's International Realty (https://www.sothebysrealty.com/eng) , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone's next move - your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (https://anywhere.re/wp-content/uploads/2025/03/2024-Impact-Report.pdf) . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: Great Place to Work Forbes World's Best Employers Newsweek World's Most Trustworthy Companies Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran

BUSINESS CONTROLS ANALYST II WHAT IS THE OPPORTUNITY?This position will work directly with the City National Bank's ("CNB") Business Control Managers ("BCM"s) and Business Control Senior Analyst and or Lead for Consumer Banking and will partner with the Risk Framework leadership team. Responsibilities will encompass understanding controls required for compliance with applicable regulations, identification of relevant issues, solution design, design of required controls and monitoring, leveraging industry practices and coordination with colleagues across the organization.This role is expected to contribute constructively and balance challenges, supporting alignment of business objectives with CNB's risk appetite and established limits. WHAT WILL YOU DO? • Provide support for the collection, review, and delivery of all deliverables and follow-up requests required for successful monitoring of completion of Compliance Training by division colleagues, Complaint Monitoring, Change Management, Procedure Reviews, and monitoring of the risk management 1LOD advisory function., • Provide support for the Compliance and Operational Risk control relatied monitoring activities, • Analyze, evaluate and periodically review relevant compliance and risk management practices across the organization, including activities at network affiliates. Collaborate closely with colleagues across the 2nd and 3rd lines to strengthen the control environment and enhance risk management practices., • Analyze and evaluate data that effects the technical, operational, and business functions and provide insight to the practical impacts/implications to the business line., • Assist with monitoring colleagues progress with Enterprise Compliance Training to ensure division colleagues complete courses in a timely manner. Communicate effectively to division management to ensure colleagues in danger of missing training deadlines are appropriately supported., • Assist with Change Management through partnership with both 1LOD and 2LOD colleagues. Document regulatory updates, statutory changes and administrative actions taken by prudential regulators for review by 1LOD change management meeting. Communicate potential change management topics to 1LOD partners and follow up as needed to ensure a response from partners is received in a timely manner before weekly change management meeting., • Take opportunities to become familiar with mortgage origination and servicing processes to help provide meaningful guidance regarding escalations made to Business Controls 1LOD team, • Build and sustain effective relationships and alliances both internally and across all lines of business and staff areas to help deliver results and to ensure opportunities are identified, analyzed and managed appropriately. Understand interdependencies to achieve success., • Partner with team members to contribute concise communication materials for senior management. Develop presentations for internal and external meeting that are compelling, concise, and graphical to convey message., • Prioritize organizational risk management objectives., • Participate in special projects as necessary., • Facilitate audit and examination activities., • Basic knowledge of applicable banking and wealth regulatory requirements, such as 12CFR9, SEC and certain banking regulations (including Fair Lending, Reg O, Reg W), • Working knowledge of applicable mortgage-related regulatory requirements, such as ECOA, FDPA, Fair Lending, Reg. O, Reg. W, RESPA, UDAAP, etc., • Excellent interpersonal and communication skills demonstrating the ability to establish credibility with all levels of management effectively, • Risk management expertise with proven experience in providing value added insights, • 3+ years of risk management or Regulatory Compliance experience, preferred, or 3+ years of mortgage-related experience, • Demonstrated history of successfully managing risk management activities (e.g., change management, procedure reviews, advisory function, complaint management) conducted by internal lines of defense and regulatory exams by external regulators.WHAT DO YOU NEED TO SUCCEED?Required Qualifications*, • Bachelor's Degree, • 3+ years within or related to financial services Additional Qualifications, • 3 years in a role requiring complex problem solving, • Strong interpersonal and influencing skills and ability to interact with colleagues at all levels in a peer-like way, and achieve goals without direct control over resources, • Strong emerging end-to-end generalist problem solving skills, e.g.,, • Defining and deconstructing problems, • Prioritizing issues and analysis, • Structuring and building quantitative and qualitative/conceptual analyses, • Knowledge in Financial Services, Project Management, • Demonstrated ability to Influence change, build relationships, communicate effectively, work under pressure, manage multiple priorities and deliver high caliber results., • Proficiency with MS Excel and PowerPoint, • Excellent time management, organizational, and prioritization skills and ability to balance multiple priorities., • Quick learning ability, outstanding analytical skills and a structured way of thinking, your attention to details is exceptional, • Operate well under stress, even faced with tight timelines for ambitious deliverables Significant experience in driving operational change with front line to senior leadership personnel, • Excellent relationship and stakeholder management skills, • Be able to handle uncertainty well, and are able to simplify complexity WHAT'S IN IT FOR YOU?CompensationStarting base salary: $55,000 - $95,000 yearly. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: • Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date, • Generous 401(k) company matching contribution, • Career Development through Tuition Reimbursement and other internal upskilling and training resources, • Valued Time Away benefits including vacation, sick and volunteer time, • Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs, • Career Mobility support from a dedicated recruitment team, • Colleague Resource Groups to support networking and community engagement Get a more detailed look at our _. ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North Americas leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at _. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

Remote in Phoenix / Scottsdale, AZ $50K$65K base + commission This role is remote, but it is not open nationally. We are only considering candidates currently based in the Phoenix metro area. A home renovation, addition, ADU, or rebuild is one of the largest, most emotional financial decisions most people will ever make. Today, that decision often happens in the dark: bids that can't be compared, costs no one will commit to, a future home they can't fully visualize yet, contractors chosen because they replied first, and homeowners signing six-figure contracts on instinct instead of information. Realm changes that. We help homeowners move from "we're thinking about it" to a signed construction contract with the right scope, the right contractor, and a budget they trust. Our Advisors are the connective tissue between homeowners, contractors, and Realm's technology platform. We're hiring a remote class of Advisors this summer based in Phoenix or Scottsdale, Arizona. This is not a customer support role. This is a GMV-driven advisory seat where GMV, or Gross Merchandise Value, is the total contract value of the renovations and rebuilds you help bring to life. The role sits at the intersection of consultative sales, PropTech, real estate, construction, marketplace operations, and high-trust homeowner advisory. ???? No cold calling: Homeowners come to Realm with active projects and real budgets. You're not selling them on the idea you're helping them make a high-stakes decision well. That takes persistence, follow-through, commercial judgment, emotional intelligence, and the ability to keep momentum across long, complex sales cycles. ????? Tangible, life-changing projects: Not SaaS bookings. Not subscription ACV. Advisors help homeowners navigate major remodels, renovations, ADUs, new builds, and rebuilds moving projects toward signed construction contracts with clarity around scope, budget, timeline, contractor fit, tradeoffs, risk, and confidence. ???? Complex, high-value work: Projects range from $25K upgrades to $1M+ rebuilds, including kitchens, bathrooms, additions, ADUs, full-home renovations, new construction, and post-fire rebuilds. The work often involves underinsured homeowners, scope mismatches, multi-contractor decisions, complex budgets, emotional family decisions, and rebuilds after displacement or loss. ???? Equity in a high-growth company: Everyone is an owner. When Realm wins, we all win every employee gets ownership in a category-defining platform for home renovation. You'll own an active book of homeowner relationships, end to end from first conversation to signed construction contract. Success is measured on: • Homeowner experience, • Process discipline, • Terminal conversion, • GMV closed You will: • Lead discovery calls with homeowners exploring remodels, additions, ADUs, full renovations, new builds, and rebuilds, • Scope projects against budget using Realm's AI tooling, structured playbooks, and internal data, • Clarify goals, priorities, timeline, decision criteria, tradeoffs, and risk, • Match homeowners with the right contractors based on project type, geography, budget, and fit, • Orchestrate bid sourcing and keep momentum across homeowners, contractors, and internal teams, • Lead bid review conversations that help homeowners understand pricing, scope differences, tradeoffs, and risk, • Drive pipeline stages with weekly accountability on conversion and GMV, • Maintain clean CRM records, improve through Gong coaching, communicate proactively in Slack, and use AI tools fluently, • Follow the deal where it goes homeowners may need you at 7 PM on a Tuesday or 10 AM on a Saturday. You're available., • Navigate real complexity, including rebuild families dealing with insurance, displacement, grief, and major construction decisions Location: Based in Phoenix or Scottsdale, AZ. Required. Experience: 25 years in full-cycle sales, consultative advisory, customer success, real estate, mortgage, home services, PropTech, ConstructionTech, FinTech, or marketplace operations. Commercial instincts: You've hit goals, managed a pipeline, created urgency without being pushy, asked direct questions without losing trust, and moved customers from uncertainty to action. High EQ: You can support a stressed homeowner while still guiding the conversation forward. Organization: You manage a full book of relationships without dropping threads. Every active relationship has a current status, clear next step, follow-up date, documented risk, and reason to keep moving. Process discipline: You know scale comes from consistency: structured data capture, CRM hygiene, playbook compliance, clear notes, timely follow-up, and clean handoffs. Tech & AI fluency: You're not just comfortable with CRMs, Gong, and AI workflows you're early to adopt them. You build personal collateral with AI tools, use technology to move faster and think better, and see new tools as leverage. Remote maturity: Self-directed, proactive, accountable no office, manager over your shoulder, or constant social energy required to stay focused. Follow the deal: Homeowners make these decisions on their schedule, not yours. Weeknight calls and Saturday morning bid reviews aren't a sacrifice they're how the job works. Coachability: You're hungry to improve. Feedback lands, gets applied, and shows up on the next call. Strong candidates may come from PropTech, ConstructionTech, real estate, mortgage, home services, insurance, hospitality, marketplace operations, financial advisory, or other high-trust customer-facing roles. Construction experience is helpful, but not required. What matters most is whether you can consult, lead, organize, and build trust with homeowners making high-stakes decisions. • Compensation: $50K$65K base + commission, • Equity: Everyone is an owner. When Realm wins, we all win., • Health benefits: Medical, dental, and vision coverage, plus One Medical and Talkspace, • Parental leave: Gender-neutral parental leave. Family comes first., • Time off: Generous PTO. We advocate for unplugging and encourage real vacations., • Hardware: Company-provided laptop, mouse, keyboard, and headset, • Remote work: Work from home in the Phoenix / Scottsdale metro. Built for serious remote operators., • In-person meetups: Quarterly trainings, team events, working sessions, and happy hours at Realm HQ in Marina del Rey, CA, • Coaching: Personalized and Gong-based call coaching, manager support, structured feedback, and playbooks built to help you improve every month, • Learning & growth: We learn from our community, educate others, and celebrate wins together, • Modern tooling: Proprietary CRM Gong Co-Pilot LevelSet AI scoping tools Realm's platform, • Startup velocity: Close to the customer. Close to the product. Close to the decisions that shape how Realm scales. Realm is an early-stage, venture-backed company at a genuine inflection point. We've already proven strong product-market fit through high-intent homeowner demand, organic referrals, repeat contractor engagement, and rapid growth across a massive, underserved category. Home renovation and rebuilding is a $500B+ market still operating with fragmented tools, low trust, and outdated workflows exactly the kind of industry where category-defining companies get built. The Advisors we hire now will help shape the playbook, operating model, customer experience, future Advisor motion, and path toward becoming the market leader in home renovation. You'll thrive here if you want more than a standard sales or customer success role if you're commercially sharp, emotionally intelligent, technically fluent, and motivated by work that actually matters to the people you serve. You're genuinely interested in the creative side of the work. Renovations and rebuilds are design decisions as much as financial ones: what a home could look like, how a family wants to live, what's worth investing in, what tradeoffs make sense, and what future they're trying to build. You're an early adopter of AI tools and have already integrated them into how you work. You're comfortable with ambiguity. You move fast without skipping the process steps that matter. You follow up relentlessly without becoming overbearing. And when a homeowner needs you at an inconvenient hour, you show up because that's where the deals get closed. If that's you, we'd love to meet you. Realm is an equal opportunity employer. We're committed to building a team that reflects the diversity of the homeowners we serve. A quick note on the application: We don't require a cover letter. Instead, we ask a few short questions to understand how you think, work, use tools, and guide customers through complex decisions. Please keep answers concise we value specificity over length.

Job Description We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Branch Manager opportunity with a well-established financial institution. This is an exciting opportunity to work for a growing bank with a strong reputation and commitment to exceptional customer service. The Branch Manager is responsible for below specific duties. Your Specific Duties Will Include: • Overseeing the administration and efficient daily operations of a full-service bank branch, including operations, client service, product sales, security, and compliance., • Hiring, training, and developing branch staff while fostering a strong team environment., • Developing and executing sales strategies to drive new business and strengthen existing client relationships., • Monitoring and analyzing branch performance to identify opportunities for growth and improvement., • Ensuring the branch's overall profitability and financial success., • Delivering exceptional customer service to create a positive client experience. Specific Qualifications for the Position Include: • Proven sales ability and demonstrated success in growing branch revenue., • Minimum of 7 years experience in a branch banking environment., • Minimum of 5 years experience in branch management., • Minimum of 3 years experience managing complex business and consumer accounts., • Excellent interpersonal, verbal, and written communication skills., • Strong leadership skills with experience in team building and customer service., • Experience in hiring, training, coaching, and performance management of employees., • Active involvement in business-related community organizations (e.g., Rotary, Chamber of Commerce, etc.)., • Notary Public preferred. Pay Rate Range: $74,880 - $101,200 per year Compensation may vary outside of this range depending on a number of factors, including a candidate’s qualifications, skills, competencies, experience, and location. Employees have access to healthcare benefits including medical, dental, and vision as well as a 401(k) plan. Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, we can help you put your best foot forward. Contact us today! Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations, and ordinances. For our complete EEO & Pay Transparency statement, please visit http://www.workway.com/EEO. To receive state and federal compliance posters, e-mail hr@workway.com or call 972.514.1515. Company DescriptionWorkway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.Workway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.

File Compliance Specialist, Real Estate - Remote Coldwell Banker Real Estate Job Description: Work closely with our team to ensure a complete online broker file is maintained for all transactions in our proprietary cloud-based transaction system. Be familiar with most major California CAR forms and able to ascertain their completeness. Review a high volume of documents continuously without shifting focus for an extended length of time. Commit to maintaining a high accuracy rate in document review. Be comfortable following both written and verbal instructions. Self-motivated to study our training guides and commit them to memory. Able to cross-reference information across all of our training materials as needed. Remain alert to all emails and messages and respond quickly when information or action is needed. Adapt to the needs of the Broker and the team. Able to take directions and follow set procedures. Be detail-oriented, self-motivated with a strong sense of urgency. Ability to self-manage, take initiative, yet feel comfortable asking for direction. Maintain a professional demeanor and a high level of attention to detail. Be fully competent using the Microsoft Office Suite. Be fully competent with using a PC. Basic Skills/Qualifications Requirements: While the position is required to be non-selling, candidates must have an active California real estate license. Requirements include 2-3 years of current real estate transaction experience on California-specific transactions, with ongoing involvement in the field. Must be familiar with the working use of all California-specific transaction forms. This is a remote position, and a reliable, fast internet connection is required to perform these duties. Coldwell Banker (https://www.coldwellbanker.com/) is one of the world's leading brands for the sale of million-dollar-plus homes and one of the largest residential real estate brokerage franchisors, with approximately 2,800 franchise and company owned offices and over 99,000 independent sales associates in the United States, Canada and 40 other countries. Coldwell Banker is a subsidiary of Anywhere Real Estate Inc. Anywhere Real Estate Inc. (http://www.anywhere.re/) (NYSE: HOUS) is moving real estate to what's next. Home to some of the most recognized brands in real estate Better Homes and Gardens Real Estate (https://www.bhgre.com/) , Century 21 (https://www.century21.com/) , Coldwell Banker (https://www.coldwellbanker.com/) , Coldwell Banker Commercial (https://www.cbcworldwide.com/) , Corcoran (https://www.corcoran.com/) , ERA (https://www.era.com/) , and Sotheby's International Realty (https://www.sothebysrealty.com/eng) , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world. At Anywhere, we are empowering everyone's next move - your career included. What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. We pursue talent - strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. We value our people-first culture, which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report (https://anywhere.re/wp-content/uploads/2025/03/2024-Impact-Report.pdf) . We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including: Great Place to Work Forbes World's Best Employers Newsweek World's Most Trustworthy Companies Ethisphere World's Most Ethical Companies EEO Statement: EOE including disability/veteran

MANAGER BRANCH III WHAT IS THE OPPORTUNITY? Responsible for managing a portfolio of personal & business clients and hold responsibility for the overall success of the branch. As a leader & coach, the Branch Manager will enable their direct reports to be successful in their respective roles, providing regular coaching and ensuring the branch maintains high standards for risk and compliance, as well as contribute to the market and regional strategy. From the sales and relationship management perspective, will assist clients to meet their financial needs, providing sound financial advice and acting as a trusted strategic advisor.Responsible for all functions of assigned branch with particular emphasis on managing a client-driven sales and service environment. This may be accomplished through active calling efforts and referrals from existing clients, providing the CNB exemplary level of service, identifying and promoting solutions to client needs, and actively embracing the Bank's segmentation strategy by referring new business to the appropriate segment/business partner. In addition to, plans, controls and directs the activities of branch personnel towards attainment of branch goals, including sales, client service and proper credit quality and risk management. Responsible for all aspects of his or her assigned branch(es) ensuring that all positions are fully functional and aware of individual roles and responsibilities, while also working to retain colleague talent and develop colleagues for further success. Key measures of success will include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CRA-eligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act. WHAT WILL YOU DO? People leadership & talent development - coach team to deliver meaningful interactions with clients and identifying development and growth opportunities; fulfil day-to-day people management responsibilities (e.g., recruitment, general support, training etc.). Acquire & deepen client relationships - generate new client relationships, and deepen existing client relationships; provide senior support and act as a role model to lead by example & foster a proactive business development culture within the branch. Business & Risk Management - remain updated on CNB's policies and procedures & train branch staff to ensures adherence; foster a strong sales environment, balancing compliance. Balancing priorities - coach team to price business and collect fees, maintaining balance of sales results, client profitability and relationship building; address risk / compliance gaps. Partnering with a collaborative mindset - partnering to meet client needs by introducing them to the right partner in the CNB ecosystem, championing the Global Relationship Management (GRM) approach; maintain strong relationships with key branch clients to ensure retention. Deliver an exceptional & consistent client experience - ensure client needs are met, escalations resolved appropriately, & consistent delivery centered on key areas of client needs. Improve Sales & Banking Acumen - committed to continuously developing stronger banking acumen and sales practices through collaboration with SME colleagues, leveraging internal training resources, and required job family curriculum. Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.) KEY CAPABILITIES Client Centricity & Relationship Management - to understand a client's realities and growth ambitions, empathize with their challenges, earn trust and steward the relationship through advice & solutions catered to their unique and evolving focuses. Business Development - nurture existing client relationships, develop new long-term profitable relationships to win new business through best practices, networking and building relationships. Collaboration - collaborate with senior management to develop a market sales strategy; partner with PBB SMEs and other divisions to win business and find the home of best fit for a client. Communication - demonstrate strong active listening skills with colleagues and clients alike; able to translate a complex problem into a succinct plan of action. Networking - ability to network with intent, build a strong presence in the community / market to build the brand and attract the target clientele. Adaptability - manage ambiguity, embrace change, and be able to quickly pivot to support branch team as how to navigate a dynamic corporate environment. Project & Change Management - ability to balance conflicting priorities, using strong time management and organizational skills, ensuring branch focus on evolving key goals and initiatives. Leadership - influence the branch team to succeed and champion the branch in the community. People Development / Coaching - identify and nurture colleagues' potential, facilitate growth, and retain top talent for CNB; deliver constructive feedback effectively & coach to address unique needs. WHAT DO YOU NEED TO SUCCEED? Required Qualifications* Bachelor's Degree or equivalent Minimum 7 years of branch management or supervisory experience in a branch environment Minimum 5 years of experience performing lending and business development activities Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) or must be able to be registered under the Safe Act Must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; Additional Qualifications Banking Products for Personal & Small Business clients - deep knowledge of CNB's offerings Regulatory / Compliance - superior understanding of the regulatory environment CNB operates in to manage risk and ensure compliance Economic Environment - ability to articulate and demonstrate an understanding of the economic environment and its impact on clients CNB Policies & Procedures - strong knowledge of CNB's policies, procedures & regulatory obligations across product offerings; strong understanding of servicing processes Personal & Small Business Financials - reviewing financial statements / tax returns of both individuals and businesses to be able to advise clients and support branch colleagues Expertise in Salesforce CRM, including managing sales team to Salesforce utilization expectations General Software Skills - ability to navigate Microsoft Office & other key tools WHAT'S IN IT FOR YOU? CompensationStarting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. Benefits and Perks At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date Generous 401(k) company matching contribution Career Development through Tuition Reimbursement and other internal upskilling and training resources Valued Time Away benefits including vacation, sick and volunteer time Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs Career Mobility support from a dedicated recruitment team Colleague Resource Groups to support networking and community engagement Get a more detailed look at our https://careers.cnb.com/benefits. ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at https://www.cnb.com/about-us.html. INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

We are seeking an experienced Compliance Manager to lead and oversee compliance operations across retail, wholesale, and correspondent mortgage channels. This role is critical in ensuring adherence to regulatory requirements, minimizing risk exposure, and supporting overall business objectives. Reporting to senior leadership, the Compliance Manager will exercise independent judgment in interpreting regulatory guidance, advising stakeholders, and aligning compliance initiatives with enterprise risk strategies. This position also includes leadership responsibilities, including managing and developing compliance team members. Key Responsibilities • Serve as a subject matter expert on mortgage compliance regulations, including TRID, ECOA, HMDA, ATR/QM, RESPA, and Fair Lending laws, • Interpret regulatory requirements and provide guidance to business leaders on compliance matters, • Develop, implement, and maintain compliance policies, procedures, and monitor frameworks, • Oversee first-line compliance controls, reporting, and documentation, • Identify, document, and escalate compliance risks to senior leadership, • Monitor regulatory changes and assess operational impact, • Lead internal compliance audits and support regulatory examinations, • Manage, mentor, and develop compliance team members, • Collaborate cross-functionally to ensure adherence to compliance standards, • Perform additional duties as needed within the scope of the role Qualifications • Bachelor's degree in Business, Finance, or a related field (or equivalent experience), • 7+ years of progressive experience in mortgage compliance, • Prior experience managing or leading compliance staff, • Strong knowledge of conventional, government, and non-agency mortgage compliance requirements, • Proven ability to exercise independent judgment and decision-making, • Excellent analytical, communication, and leadership skills, • MLO Licensed in different States Physical Requirements • Ability to sit for extended periods and work on a computer, • Strong verbal and written communication skills, • Ability to occasionally lift up to 15 pounds Additional Information This position is classified as exempt under applicable wage and hour laws. Responsibilities and duties may evolve based on business needs. Equal Opportunity Employer We are committed to creating a diverse and inclusive workplace and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to any legally protected status. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee discount, • Health insurance, • Life insurance, • Paid time off, • Referral program, • Vision insurance

Summary My client, a financial/mortgage is looking for a TRID Specialist, responsible for receiving, processing, copying, distributing, and finalizing loan files and other supporting documents in compliance with the Company, Agency, Investor, Title Company, and County Recorder policies, procedures and guidelines. Type: Temp to hire (depends on company needs) Start Date: ASAP Location: Hybrid - 3 days/week in office M-W-F (flexibility) Pay Rate: $22/hr + benefits. Schedule: Monday – Friday 8am – 4.30 pm flexible FUNCTIONS • Review incorrect final documents and resolve issues by making the appropriate corrections., • Process document audits and make appropriate changes as necessary., • Log all pertinent documents into the system., • Monitor quality of incoming work to identify trends and avoidable upstream errors; provide feedback and suggestions for corrections and improvements., • Respond to requests for documents, mini-file reviews, and main loan files., • Communicate issues related to completing requests for original documents., • Process original and copy document requests based on workflow data., • Make suggestions for changes in procedures, automation, and forms to increase department efficiency and accuracy. QUALIFICATIONS • 1 yr mortgage / loan admin or clerical role, reviewing files and/or documents., • Manage multiple priorities and projects., • strong sense of urgency and responsiveness., • Verbal and written communication skills., • Organized and detail oriented;, • Prior experience using PDF software programs and Microsoft Word, Excel, and Outlook.

Interested in taking your tax and business experience to a whole new level? Want to work with some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to be on a team with some of the most diverse backgrounds in the industry financial analysts, developers, business analysts, attorneys and accountants? This is the place for you! The Team National Federal Tax Services (NFTS) is a national practice within Deloitte Tax LLP made up of a number of tax service offerings. Each NFTS service offering has been developed and built as a result of a tax planning idea, marketplace needs, or a technological innovation all with the purpose of delivering results for our clients. Our people are entrepreneurial in spirit and have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning and compliance support for the largest organizations across all industries. One of our fast-growing, unique service offerings is our Tax Analysis & Information Reporting for Debt Investments (TARDI) practice. Those pursuing investment opportunities in corporate/government debt, MBS, and ABS markets are consistently challenged to properly address the tax planning and compliance that can apply. This quickly becomes a task that is often heavily dependent upon effective data management and a knowledge of financial products and tax principles. Through a combination of tools developed by Deloitte's Securitization and Partnerships Solutions practices, we can assist with the complex tax and reporting needs of large portfolios of fixed income investments. Work You'll Do As a Manager in this group, you will manage relationships, ensure timely reporting of milestone and dependency status, monitor risks and issues to escalate, and execute day-to-day management activities. You'll oversee asset-level diligence and analysis on debt investments, preparation and/or review of debt taxable income calculations, preparation and/or review of debt taxable income reports, communicating with clients, their servicers and/or administrators and lead client resources. Specific responsibilities of the PSG - TARDI team include: Calculating and/or reviewing taxable income on debt investments including OID, market discount, premium, gain / loss, tax basis, and other items using Deloitte's proprietary TARDI software and tools. Leveraging proprietary software, third party data providers, and credit agreements to research asset level debt origination terms for corporate bond portfolios, mortgage-backed security portfolios, and mortgage loan pools. Leading client engagements: responsible for communicating with client, managing and supporting professionals on our team, developing a game plan to execute on the client engagement and reviewing deliverables. Performing tax research to address tax technical issues that arise related to debt investment related transactions. Train younger professionals on the technical issues that are applicable in our business. Developing requirements for TARDI system enhancements and ongoing testing of TARDI system calculations, processes, and reporting. Supporting pursuit of new client opportunities through review of prospective client debt holdings, development of marketing decks, and analysis of industry public filings. Working within a team and supporting and mentoring junior staff. Qualifications Required: Ability to perform job responsibilities within a hybrid work model that requires US Tax professionals to co-locate in person 2 3 days per week 5+ years of full-time professional experience Bachelor's degree in accounting, finance, MIS, or related field required Practical knowledge in fixed income financial products, income tax principles, debt instruments and/or project management Big 4 experience or equivalent Data Analytics experience and solid technology skills One of the following active accreditations obtained: Licensed CPA in State of Practice/Primary Office if eligible to sit for the CPA If not CPA eligible: Licensed Attorney Enrolled Agent Certifications: Project Management Professional (PMP) Chartered Financial Advisor (CFA) Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred: Advanced degree in Accounting, Finance, LLM or other applicable degree Proven problem-solving capabilities Experience serving clients or directly working within the financial services industry Solid experience in financial system design and implementation Background in financial portfolio review, regulatory reporting and bond administration

Merrill Advisor Development Program - Financial Advisor: West LA Market Los Angeles, California To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Merrill-Advisor-Development-Program---Financial-Advisor--West-LA-Market_26011176) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Merrill-Advisor-Development-Program---Financial-Advisor--West-LA-Market_26011176) Refer a friend To proceed with your application, you must be at least 18 years of age. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Merrill-Advisor-Development-Program---Financial-Advisor--West-LA-Market_26011176) Bank of America employees are required to meet all posting eligibility requirements prior to applying for any new position. Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/Merrill-Advisor-Development-Program---Financial-Advisor--West-LA-Market_26011176) Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor. Role Specifics: As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you'll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth. The Merrill Advisor Development Program- Financial Advisor engages in: Developing a book of business in order to meet and exceed established performance hurdles Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning Organizing and managing resources (time, people, budget) to run a productive practice Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client Completing mandated training, assessments, performance goals and continuing education requirements We'll help you: Build a successful career at Bank of America through world class training and on-boarding programs that set you up for success. Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success. Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions. Provide end-to-end comprehensive advice , deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities. Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs. Responsibilities: Handles inbound inquiries from leads regarding Merrill offerings Positions the extensive capabilities of Merrill and Bank of America Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts Documents all client interactions and opportunities within Salesforce accurately Required Qualifications: Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility Proven ability to assess needs and recommend appropriate solutions/interventions Proven ability to work collaboratively on a team and with key partners Proven ability to listen and probe for clarity and understanding Goal and results oriented Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking Ability to work in an environment where the majority of your compensation is tied to your performance Strong follow-through skills Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel Desired Qualifications: Bachelor's degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously Skills: Business Acumen Business Development Oral Communications Prospecting Wealth Planning Analytical Thinking Client Experience Branding Client Investments Management Portfolio Analysis Risk Management Active Listening Client Solutions Advisory Emotional Intelligence Referral Management Trading This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA. Shift: 1st shift (United States of America) Hours Per Week: 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your "Know your Rights (https://www.eeoc.gov/sites/default/files/2023-06/22-088EEOCKnowYourRights6.12.pdf) " poster. View the LA County Fair Chance Ordinance (https://dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf) . Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

Job DescriptionWe are looking for a detail-oriented Loan Funder to join a lending team in Sherman Oaks, California on a contract basis with the potential for a permanent role. This position supports the closing and funding process by ensuring loan files are complete, accurate, and ready for disbursement. The ideal candidate brings strong mortgage operations experience, a careful approach to compliance, and the ability to work cross-functionally to keep funding timelines on track. Responsibilities: • Review loan files to confirm all approval conditions, supporting documents, and funding prerequisites have been satisfied before release of funds., • Examine closing packages for completeness and accuracy, including core loan and settlement documentation, and resolve issues that could delay funding., • Partner with lending, operations, and finance teams to move loans through final stages efficiently while maintaining accuracy., • Calculate and reconcile funding amounts by validating wire details, payoff data, and other disbursement figures., • Prepare, authorize, and release outgoing wires for loan fundings and construction draw transactions in accordance with established controls., • Maintain clear records of each funding transaction, ensuring documentation supports audit readiness and traceability., • Escalate missing items, inconsistencies, or potential risk concerns prior to disbursement to protect loan quality and prevent errors., • Submit completed funded files for post-closing review or investor delivery and update loan status information in applicable systems and logs., • Follow company lending standards, fraud prevention practices, and federal and state regulatory requirements throughout the funding process.• 3+ years of experience in loan funding, mortgage closing, mortgage processing, or a closely related lending operations role., • Hands-on knowledge of mortgage closing documentation, loan origination workflows, and final funding procedures., • Experience using Encompass and other loan operations systems to manage status updates and file activity., • Strong ability to identify document discrepancies, reconcile figures, and verify accuracy under tight deadlines., • Working understanding of compliance expectations, audit documentation, and lending regulations at the federal and state level., • Effective communication skills with the ability to coordinate across multiple departments and external parties., • High attention to detail, sound judgment, and the ability to manage multiple loans in a fast-paced environment.

Job Description Since 2004, American Heritage Lending has been a trusted partner to real estate professionals and investors, delivering reliable private lending solutions through every market cycle. With two decades of experience, our team has successfully navigated economic downturns, regulatory shifts, and market transformations—while consistently providing fast, flexible, and competitive financing options. Backed by one of the most prominent private equity firms in the private lending space, we offer unlimited access to capital, allowing us to deliver unmatched flexibility and customized lending solutions for real estate investors of every size. Whether it’s new construction, fix-and-flip, or rental portfolio expansion, our clients rely on our expertise, speed, and consistency. When you join American Heritage Lending, you join a high-performing team dedicated to helping our clients—and our organization—thrive in every market environment. About the Role We are seeking a Chief Financial Officer (CFO), rising in their career, to successfully own the company’s financial strategy and execution as we scale. This is a hands-on executive role responsible for capital structure, liquidity management, financial reporting, and leadership of the accounting and finance functions. The CFO will serve as a strategic partner to executive leadership, providing clear financial insight, risk management, and decision support to drive profitability and sustainable growth. The ideal candidate, is a modern, forward-thinking financial leader with experience in NonQM lending, high-growth environments, and scaling organizations from small to large. Key ResponsibilitiesStrategic Leadership & Vision • Align financial strategy with company goals and long-term growth vision., • Lead modeling for growth scenarios, capital needs, and potential M&A activity., • Translate the company’s mission into measurable, financial outcomes.Financial Management, • Oversee budgeting, forecasting, variance analysis, and KPI development., • Conduct scenario modeling, sensitivity testing, and unit economics analysis., • Drive performance dashboards and financial visibility across the business.Accounting, Controls & Reporting, • Ensure accurate GAAP/IFRS financial statements and regulatory compliance., • Oversee audits, internal controls, and risk management processes., • Strengthen financial discipline, accuracy, and operational rigor.Treasury & Capital Strategy, • Manage liquidity, cash flow, and working capital optimization., • Oversee debt facilities, banking relationships, and capital structure., • Support capital raises, investor relations, and board-level communication.Operational & Systems Leadership, • Enhance ERP systems, BI dashboards, and financial automation tools., • Improve process efficiency, procurement, cost optimization, and pricing strategy., • Lead digital transformation initiatives within the Finance organization. Risk, Compliance & Governance • Identify and mitigate financial, operational, and market risks., • Oversee insurance strategy, regulatory compliance, and sound governance., • Maintain ethical standards and foster a culture of transparency.Cross-Functional Leadership, • Partner with CEO, COO, and department heads to support growth initiatives., • Present complex financial insights to non-financial stakeholders., • Build credibility with investors, lenders, auditors, and external partners. We are a performance-driven organization known for integrity, adaptability, and disciplined execution. We have built a strong reputation within the real estate and lending community by delivering consistent results across market cycles. Our team is focused, accountable, and committed to long-term growth. Requirements • Minimum of 5+ years of executive-level finance experience., • Strong background in NonQM lending, mortgage banking, or private lending (3-5 years strongly preferred)., • Proven track record of scaling organizations, ideally in fast-growth, collaborative culture., • Proficiency with QuickBooks and modern ERP/BI systems (e.g., NetSuite, SAP, Oracle, Power BI, Tableau)., • Deep knowledge of GAAP/IFRS, financial reporting, audits, and internal controls., • Expertise in FP&A, treasury, capital management, and corporate finance., • Experience leading M&A, fundraising, or complex capital transactions., • Demonstrated leadership of multi-disciplinary finance and accounting teams., • Exceptional communication skills with executives, boards, lenders, and investors., • Strong ethics, integrity, and commitment to financial discipline. Benefits • Base salary/hourly rate: Base Salary: $250,000.00., • Commission or bonus structure: Annual and performance based., • Competitive executive compensation package., • Full health benefits (medical, dental, vision)., • Paid time off (PTO & Sick)., • Paid Holidays., • Executive-level autonomy and visibility., • Opportunity to lead a high-impact role in a fast-growing organization. What Makes You a Great Fit • High-performing, sharp-minded, and intellectually curious Leader., • Thrives in a fast-paced, high-growth environment., • Provides maturity, steadiness, and executive presence., • Hands-on, roll-up-your-sleeves leadership style., • Decisive, forward-thinking, and highly driven., • Experienced in guiding teams through steep growth curves., • Able to build structure and accountability in evolving environments., • Align with core values: Family, Accountability, Integrity, Teamwork, Have fun/enjoy the journey, • Schedule: Monday-Friday, On-site at Irvine, CA.How To Apply We also ask that all applicants complete the Assessment at the link below before moving forward in the hiring process: https://TeamArchitects.asmt.io/XF463N99C/CFO-Assessment-AmericanHeritageLending If you’re a decisive, mature professional who thrives on evolving environments, apply today. Our commitment to adaptability, integrity, and superior service has earned us a strong reputation in the real estate community. When you join American Heritage Lending, you join a high-performing team dedicated to helping our clients—and our organization—thrive in every market environment.

Job DescriptionDescription: Job Summary The Underwriter is responsible for performing a complete credit assessment review to ensure compliance with appropriate company, agency, and secondary market investor standards to issue a loan decision. The Underwriter must evaluate loans to minimize risk and loss, maximize organizational profit, and clearly communicate a sound credit decision. Responsibilities • Review assigned loans and issue a credit decision based on program guidelines and risk evaluation., • Validate accuracy of information presented on consumer’s loan application., • Evaluate documentation to verify authenticity and consistency based on information presented within the consumer’s loan application., • Request supporting documentation as necessary to satisfy all necessary guidelines and requirements., • Investigate applicant credit and employment history, calculate income, evaluate assets, assess consumer’s ability to repay, and ensure collateral is supported., • Perform due diligence using provided tools, searches, and other methods to identify any discrepancies and minimize risk of misrepresentation or fraud on any given loan., • Monitor pipeline of various loan types to ensure loans are reviewed within a timely manner., • Review resubmissions and conditions and provide appropriate loan status updates to team members., • Provide excellent customer service and communication with both internal and external customers., • Respond to status requests, clarifications, and other service-related questions., • Ensure use of company’s credit and underwriting policies and follow all applicable regulations, policies, procedures, and protocol when making credit decisions., • Recognize and escalate issues for second level review to a manager as necessary., • Complete final credit approval and sign off, ensuring all documentation within the loan file is satisfactory and in a deliverable state., • Review aged or problem loans as needed to assist with difficult loans to ensure they are saleable.Review and respond to post-closing inquiries or errors as needed to resolve issues., • Participate in various department meetings and trainings (procedure changes, new programs, etc.)., • Carry out other tasks as assigned. Requirements: Knowledge and Skills Required • Working knowledge and understanding of agency/industry regulations., • Working knowledge of Mortgage Loan Origination and Underwriting processes., • Ability to learn and follow company policies, procedures, and Underwriting protocol., • Ability to embrace technology and utilize a task-based workflow., • Excellent customer service and written/oral communication skills., • Excellent work ethic. Credentials and Experience Required • Prior Underwriting experience in a traditional retail lending environment, including but not limited to conventional and non-conforming (non-QM loans)., • Minimum 3-5 years’ experience underwriting Non-QM loans. Supervisory Responsibilities, If Any • N/A Physical Demands While performing the duties of this job, employee is regularly required to: • Sit for extended periods of time, • Reach with arms and grasp with hands, • Perform tasks using a computer and peripherals (keyboard, mouse, monitor), • Hear, talk, read, and write Vision requirements include: • Close vision (computer monitor, paperwork) Salary Range: $95,000 - $120,000 The final salary will be determined based on the candidate's experience and qualifications. The offered salary is also negotiable within this range. Work Location: Remote Position What We Provide: • Benefits: Medical, Dental, Vision, Life, • 401k, • Vacation/Sick Days, • Paid Holidays Who We Are: American Financial Network, Inc. “AFN” is a unique force in the mortgage market. We are one of the nation’s largest privately held mortgage companies with the resources necessary to compete on a national level with the largest publicly held banks. AFN maintains speed to decision, responsive communication and flexibility through its private ownership and flat organizational structure. We are a team of dynamic, visionary and opportunistic professionals that thrive on the utilization of teamwork and technology to outperform our competition. We are driven by a vision of being a market leader through creating the ultimate standard in customer service and being consistently better by always seeking new ways to improve. We’re Proud of our Accomplishments! • Top 100 Mortgage Companies in America in 2020 by Mortgage Executive Magazine, • 50 Best Companies to Work for by Mortgage Executive Magazine, • Top Mortgage Employer by National Mortgage Professional Magazine, • Top Mortgage Lenders by Scotsman Guide, • Most Loved Employers by National Mortgage Professional Magazine, • Honorable Culture of Well-Being Award by Cigna, • America’s Fastest Growing Companies by Inc 5000, • Most Powerful Women in Mortgage and Women of Influence awarded to our EVP of Operations by National Mortgage Professional Magazine & Housing Wire Magazine American Financial Network, Inc. (“AFN”), NMLS #237341, is an Equal Opportunity Employer.

Job DescriptionPartners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work. Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive. Join us—and experience what it means to truly love what you do. The Senior Member Experience Professional serves as a key frontline leader dedicated to building and nurturing long-term, profitable relationships with our members by understanding their financial needs and delivering the most suitable solutions. In addition to performing the full range of Member Experience Professional services (e.g., processing transactions and balancing daily cash totals), this role actively promotes and cross-sells Partners' products and services during each interaction. As a Senior Member Experience Professional, you will take on a leadership role within the team, guiding and mentoring other Member Experience Professionals, addressing complex member inquiries, and supporting the Member Experience Manager when needed. There is also potential to be trained in mortgage transactions. This role consistently embodies a welcoming and professional presence for both members and colleagues while upholding the ethical service standards set by Partners. Essential Responsibilities: • Identify and build a network of member contacts through qualified leads, referrals, outbound calls, and face-to-face interactions., • Deliver exceptional member service, ensuring all needs are met and commitments are honored., • Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing., • Promote and cross-sell additional products and services to deepen member relationships and improve profitability., • Proactively identify and respond to changes in members' financial needs., • Process consumer loans ensuring high quality and compliance; mentor peers in best practices., • Open new memberships and accounts, including IRAs, checking, savings, and certificates., • Ensure all documents meet quality control and regulatory standards including CIP, OFAC, and ChexSystems., • Support operational processes such as IVP and provide suggestions for improvement., • Educate members on digital banking services and support technology adoption. Additional Responsibilities: Performs opening and closing procedures, including vault and alarm duties. Completes the IVP report and supports operations through issue anticipation and clear communication with the manager. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED (Required); Bachelor’s Degree (Preferred) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years of experience Specific Experience Required: • Financial and sales experience (Minimum 2 years), • Cash handling (Minimum 2 years), • Leadership role experience (Minimum 1 year preferred), • Experience with Episys, Springboard, Verafin Certifications or Licenses Required: Notary, Medallion, NMLS - Required Other Training, Technical Skills, or Knowledge Required: Experience using Microsoft Office Other Measurable Abilities Required: • Excellent member service, verbal, and written communication skills, • Initiative, teamwork, and conflict resolution skills, • Strong problem-solving and decision-making abilities Shift Work: Shift work including weekends consists of hours outside of an 8–5 schedule to cover the hours of operation. SCOPE OF JOB Discretion/Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Supervisory Scope: • Mentors and supports Member Experience Professionals, • Provides instruction on policy, procedure, and service/product offerings, • Assists with performance tracking and reviews Physical Demands & Environmental/Working Conditions: • Move self in different positions in tight spaces, • Sit or stand for prolonged periods, • Lift up to 15 pounds occasionally, • Perform repeat motions with hands/fingers, • Communicate verbally with clarity and speed, • Hear average conversations and receive ordinary information, • Visual acuity to assess documents or operate machinery Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in California is $25.12 to $37.67 hourly. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. This role may also be eligible for additional compensation such as a bonus or long-term incentive units. Most roles at Partners are also eligible for our Annual Incentive Plan (AIP), which rewards employees for individual contributions and our collective success. While AIP is not guaranteed, it reflects our commitment to recognizing meaningful impact and shared results. Partners offers a comprehensive benefits package that includes medical, dental, vision, retirement benefits, paid time off, and other employee programs that support well-being and growth. To learn more about our benefits visit: https://jobs.disneycareers.com/benefits. Powered by JazzHR zTQpnMSd3H

Job DescriptionSalary: $110,000.00- $130,000.00 Who is DocMagic DocMagic is the leading provider of digital solutions for the eMortgage industry, including regulatory compliance, document generation, eSignature, and complete eClosings. DocMagic has been solving the mortgage industry's toughest challenges with innovative technology solutions since 1987. Today, we continue to lead the industry with award-winning proprietary software, mobile apps, and web-based solutions. Recent awards include HousingWire naming DocMagic a 2025 Tech100 winner for the 13th year in a row, recognizing our innovation in digital lending and our impact on the industry, as well as key employees receiving HousingWire Tech Trendsetter and Vanguard awards. WhyWorkatDocMagic At DocMagic, our culture is built on teamwork, innovation, and collaboration, which contribute to our reputation for excellence. We are committed to living these values every day. We offer competitive benefits, including comprehensive health coverage, paid time off, company-paid holidays and a 401K with company matching. We also offer on-site wellness classes, snacks and monthly food trucks. But it is not all about work; we believe in building connections, from team building activities to our employee gatherings, we love coming together to celebrate. Join us and be a part of a team that values innovation and is committed to shaping the future of work. Position Summary We are seeking an experienced Salesforce Administrator to serve as the primary owner of our Salesforce platform and drive ongoing improvement across administration, automation, data quality, reporting, security, and integrations. This role partners closely with Sales, Marketing, Client Services, Accounting, Legal, Technical Support, and external system owners to support business operations, evaluate enhancement requests, improve user adoption, and ensure Salesforce remains scalable, well-governed, and aligned with business goals. The ideal candidate is a hands-on senior administrator with strong business analysis skills, deep experience in Salesforce platform configuration, a disciplined approach to governance and change management, and practical experience supporting third-party integrations. Experience with Domo is strongly preferred, and HubSpot experience is a plus. Key Responsibilities Salesforce Platform Administration • Serve as the primary administrator for Salesforce, supporting users across multiple departments, • Configure and maintain objects, fields, page layouts, Lightning record pages, record types, validation rules, reports, dashboards, and declarative automation, • Administer user provisioning, deactivation, permission sets, permission set groups, roles, queues, and other security-related configuration, • Monitor platform health, data quality, usability, and overall system effectiveness, • Evaluate existing configuration and recommend cleanup or redesign where legacy setup is inefficient, redundant, or difficult to maintain Business Process Improvement and Request Management • Act as the primary intake point for Salesforce enhancement requests from business teams, • Partner with stakeholders to gather requirements, assess business impact, and translate needs into scalable Salesforce solutions, • Prioritize requests, document recommendations, and balance short-term support with long-term platform maintainability, • Identify opportunities to simplify processes, improve adoption, reduce manual work, and strengthen governance Sales Operations, CPQ, and Productivity • Administer and optimize Salesforce CPQ, including product setup, pricing, quoting, approvals, renewals, and related support processes, • Support lead management, opportunity management, forecasting, and pipeline visibility, • Configure and support Sales Engagement / Cadences and related productivity workflows, • Partner with Sales leadership and end users to improve process efficiency, visibility, and data integrity Integrations and Data Management • Support and coordinate Salesforce integrations with third-party systems, including analytics, marketing, and operational platforms, • Monitor and troubleshoot data flow between Salesforce and external systems, • Partner with internal technical teams and vendors to maintain reliable integrations, resolve sync issues, and improve data quality, • Support integration-related configuration, field mapping, data validation, and operational troubleshooting, • Experience with Domo-related reporting, writeback, or integration workflows is strongly preferred; HubSpot integration experience is a plus Reporting and Analytics • Design and maintain reports and dashboards for leadership and business teams, • Support reporting for sales performance, marketing attribution, service operations, and platform adoption, • Ensure reporting is built on reliable, governed data and aligns with business definitions Governance, Documentation, and Change Management • Establish and follow best practices for Salesforce administration, documentation, release management, and production change control, • Support sandbox testing, deployment readiness, and regression validation for configuration changes, • Maintain clear documentation for system behavior, automation, access, and support processes, • Stay current with Salesforce platform releases and recommend improvements aligned to business priorities Required Qualifications • 4+ years of direct Salesforce Administrator experience in a production environment, • Strong hands-on experience with:, • Salesforce Lightning Experience, • Configure, Price, Quote (CPQ), • Sales Engagement / Cadences, • Salesforce integrations with third-party systems, • Proven experience supporting Salesforce users across multiple departments, • Experience with Salesforce security and access administration, including users, roles, permission sets, and governance, • Strong understanding of sales and marketing operations and CRM best practices, • Experience with declarative automation tools, including Flow, validation rules, and approval processes, • Advanced reporting and dashboarding skills, • Excellent analytical, problem-solving, and communication skills Preferred Qualifications • Experience with Domo and Salesforce-related analytics, writeback, or integration workflows, • Experience with HubSpot and Salesforce integration, • Salesforce Administrator Certification (ADM-201) or higher, • Experience with data migration, data cleanup, and API-based tools, • Experience in a SaaS, financial services, or professional services environment, • Experience working in an agile or request-driven enhancement environment #zr

Job DescriptionDescription: Job Description Department: Direct Origination Reports To: Chief Strategy Officer (CSO) Day-to-Day Oversight: Direct Origination Team Lead Location: In-office only – Seal Beach, California (Corporate Office) Base Salary: Starting at $70,400 annually (California compliant) Additional Compensation: Performance-based bonus (No commission) Role Overview The Direct Origination Specialist (DOS) is a salaried, execution-focused originator responsible for converting FSF-generated borrower demand into funded loans. This role operates in a high-volume, performance-driven environment and requires consistent borrower outreach, disciplined follow-up, and strong execution from first contact through funding. This is not a traditional loan originator role. Direct Origination Specialists do not self-source business, set pricing, negotiate loan terms, or manage an independent book of business. Instead, the role is designed for professionals who can work warm, qualified CRE and SFR leads at scale, maintain rigorous CRM discipline, and drive loans to close through consistent phone, email, and SMS engagement. The position provides income stability through a salaried base while maintaining clear performance expectations and accountability. In-Office Requirement: This position is fully in-office at FSF’s Seal Beach corporate office. • No remote or hybrid option, • Daily in-person collaboration with Direct Origination, Operations, and Underwriting teams, • Real-time coaching, escalation, and execution support This structure is intentional and designed to support execution speed, quality control, and team accountability. Execution & Outreach Expectations: This role requires sustained daily effort and proactive borrower engagement. Direct Origination Specialists are expected to: • Work a high volume of FSF-sourced warm and recycled leads, • Perform frequent outbound calling to qualified CRE and SFR prospects, • Execute structured follow-up cadences via phone, email, and SMS, • Maintain same-day and multi-touch engagement standards, • Actively manage pipeline momentum from initial contact through funding, • Convert marketing-qualified leads into underwriting-ready applications This is a phone- and CRM-intensive role. Candidates must be comfortable with consistent outreach and measurable activity expectations. Core Responsibilities • Immediate response to assigned inbound leads, • Borrower, property, and exit strategy qualification, • Application intake and documentation collection, • Preparation of underwriting-ready loan packages, • Coordination with underwriting, closing, and funding teams, • Ongoing borrower communication and status updates, • Accurate CRM management and documentation of all activity, • Adherence to FSF quality, compliance, and execution standards Performance Expectations • Consistent SLA-compliant borrower response times, • High-quality, underwriting-ready file submissions, • Strong approval-to-funding pull-through, • Disciplined follow-up and engagement activity, • Positive borrower experience feedback, • Full compliance with FSF processes and documentation standards Why This Role This role is ideal for professionals who want security without complacency, stable compensation paired with real performance expectations. Qualifications • Experience in residential or private lending origination, processing, or underwriting support preferred, • Comfort with high-volume outbound calling and follow-up, • Strong organizational and communication skills, • Ability to execute in a structured, metrics-driven environment, • Familiarity with DSCR, bridge, or fix-and-flip lending preferred, • CRM experience required Meet Foundation: Foundation Specialty Finance is a tech-enabled specialty finance company transforming how real estate capital is deployed, managed, and resolved. Based in Seal Beach, California, we bring together decades of industry experience to deliver fully integrated Special Servicing, Loan Origination, and a Digital Marketplace—powered by our proprietary platform, ACHIEVE™. We serve financial institutions across the country, including private lenders, regional banks, and private equity firms. Our loan programs and acquisition strategies span non-owner-occupied residential properties, small-balance commercial real estate, and CRE loans originated by third parties. ACHIEVE™ offers real-time access to pricing, asset data, and loan-level decisioning across the full investment lifecycle. At the helm is Ron McMahan, CEO and Founder. With over 25 years in capital markets, distressed asset management, and fund oversight, Ron has raised more than $6 billion in debt and equity and overseen the acquisition and resolution of over 20,000 assets. He previously led American Mortgage Investment Partners (AMIP), where many of the strategies now embedded in ACHIEVE™ were first developed. His leadership is grounded in disciplined growth, operational excellence, and investor performance. Foundation continues to scale through technology, talent, and a sharp focus on market opportunity, positioning the firm as a trusted partner to institutions across the real estate finance landscape. FOUNDATION is an Equal Opportunity Employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation, or age. We look forward to hearing from you! Requirements:

Job Description About AngelAi & Sun West You're not just joining a mortgage company, you're joining AngelAi, the high-growth fintech engine of a trusted leader in finance since 1980. We build emotionally intelligent AI systems, like our patented AngelAi https://www.angelai.com/ and TRU Approvals® https://www.swmc.com/truapproval/ platforms, that are fundamentally transforming financial services. Your work will directly touch high-stakes, real-time financial intelligence, risk detection, and decision automation across a heavily regulated environment. We're scaling our financial infrastructure, and we need sharp minds to strengthen the financial engineering, modeling, and optimization that powers the entire Sun West platform. The Mission Forget passive reporting and static spreadsheets. We are hiring Financial Analysts / Engineers to operate at the intersection of quantitative modeling, risk management, and high-performance system optimization. This is a deep-ownership role where you will: • Own: A defined, critical section of the company’s financial infrastructure., • Engineer: Build, stress-test, and deploy forward-looking models to manage risk and predict financial outcomes., • Optimize: Actively control how capital, risk, and operational costs move through the business. You will be expected to think like a systems engineer, not an accountant producing historical summaries. Your Impact • Architect and Own: Full oversight of a significant domain within Sun West's financial books., • Deploy Models: Engineer and continuously maintain high-fidelity financial models, forecasts, and projections., • Hunt for Efficiency: Identify systemic inefficiencies, risks, and game-changing optimization opportunities across financial operations., • Decipher & Translate: Analyze complex financial statements, contracts, and legal documents to translate regulation into measurable improvements and compliance logic., • Advise Leadership: Partner directly with AI, Engineering, and Executive teams to surface deep insights, predictive trends, and critical early warning indicators., • Proactively Drive Change: Raise red flags and propose actionable optimization strategies that materially impact the bottom line. Skills You Bring We're looking for individuals with a builder's mindset and intellectual intensity. • Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative discipline., • Strong command of accounting fundamentals and financial statement analysis., • The rare ability to read, interpret, and translate legal/contractual documents into financial system logic., • A Financial Engineering Mindset—you see finance as a system to be optimized and performance-tuned., • High intellectual curiosity and genuine passion for understanding how financial systems actually operate., • Comfort owning ambiguity and navigating complex, high-stakes financial structures., • Disciplined, detail-oriented, and capable of independent leadership. Mortgage, fintech, or financial services experience is a plus, but your raw technical rigor and drive are mandatory. Why You'll Choose This Role • You Are a Builder, Not a Reporter: You are hired as a financial systems engineer., • Direct, Material Ownership: Control financial domains that directly impact the entire Sun West platform., • Real Complexity: Work on complex, real-world financial systems under regulatory pressure., • Influence Architecture: Your analysis and modeling will directly influence risk detection, system efficiency, and long-term financial strategy., • Elite Collaboration: Work side-by-side with AI, engineering, and executive leadership teams from day one. Equal Opportunity Statement Sun West Mortgage Company and AngelAi are committed to creating a diverse and inclusive workplace. We are proud to be an equal opportunity employer and welcome candidates from all backgrounds. Company DescriptionSun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.Sun West Mortgage Company, Inc. is an Equal Opportunity Employer. The company and its affiliates recruit and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, veteran or disability status, medical condition, marital status, or any other factor prohibited by federal, state, provincial, and municipal laws.

Job Description The Loan Analyst (LA) is responsible for assisting the origination team, primarily the Relationship Associate, to convert a loan application into a funded loan by assisting the origination team in getting the loan through the Genesis origination process. The LA will communicate both internally, with third party vendors, and the borrower to support the funding of loans in a timely manner while providing an excellent customer experience throughout the loan process. ESSENTIAL FUNCTIONS include the following. Other duties may be assigned. • Manage a high-volume loan pipeline and ensure loans close as scheduled and in compliance., • Ensure third-party vendor orders are placed and received within agreed upon Service Level Agreement (SLA)., • Conduct quality control of transactional documents such as title commitments, purchase contracts, escrow instructions, deeds, closing statements and other documentation common to purchase and refinance transactions. Familiarity with assignments, double escrow, cash purchases, auction purchases, non-arm’s length transactions and other non-traditional circumstances is a plus., • Coordinate lien resolution with title (and third parties) such as city liens, substandard liens, subordinate liens., • Prepare and submit complete loan files for asset underwriting., • Pipeline management and collaboration with multiple internal departments for closing including Evaluations, Asset and Construction Underwriting, Docs and Legal., • Update internal loan processing system which include data fields, transactional documentation, and notes., • Responsible for requesting and reviewing prior to doc, prior to funding and post-closing conditions., • Responsible for releasing loan documents and coordinating signing with Notary Public as needed., • Demonstrates problem solving skills and sound judgment by gathering and applying relevant data to research and resolve issues., • Perform functions to move loans quickly through the pipeline, including but not limited to:, • Input and request title, escrow, insurance, flood certification., • Request 3rd party vendor orders., • Request signature block., • Assist Relationship Associate in reviewing/clearing conditions., • Create a positive customer experience by effectively and comprehensively communicating Genesis’s needs list and timelines for loans and funding., • Maintain and update pipeline status, funding dates, etc. to support pipeline management on a regular basis., • Assist in the maintenance of an extensive Genesis digital filing system according to internal guidelines and naming conventions., • Perform other functions and assist with other projects as assigned by management. Education and Experience To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Must have high school diploma., • Bachelor’s degree preferred., • Minimum 1 to 2 years’ experience working in the real estate related industry preferred., • Experience in private money lending, underwriting or construction finance a plus., • Understanding of mortgage underwriting and funding process., • Excellent customer service skills., • Detail oriented and organized with ability to multi-task., • Self-motivated with strong desire to succeed., • Understanding of the real estate or financial services sector., • Strong verbal and written communication skills., • Ability to interface with high-powered clients and their teams., • Team player with a positive attitude., • Ability and desire to work in a fast-paced, deadline-oriented environment., • Ability to work with little supervision and take ownership of responsibilities., • Adaptability to perform well in a changing, fast-paced work environment. Knowledge, Skills, and Abilities • Detail oriented and organized with ability to multi-task., • Self-motivated with strong desire to succeed., • Understanding of the real estate or financial services sector., • Strong verbal and written communication skills., • Ability to interface with high-powered clients and their teams., • Team player with a positive attitude., • Ability and desire to work in a fast-paced, deadline-oriented environment., • Ability to work with little supervision and take ownership of responsibilities., • Adaptability to perform well in a changing, fast-paced work environment. While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. By applying to this position, the candidate acknowledges that this is not a remote role and is required to be on-site. Company DescriptionGenesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust.Genesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust.

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

Job DescriptionBenefits: • Bonus based on performance, • Flexible schedule, • Training & development We are seeking a motivated Mortgage Loan Originator to join our team. The ideal candidate will have a strong background in financial services, exceptional customer service skills, and a proven track record in loan origination. Responsibilities: • Originate and process mortgage loans from application to closing, • Analyze applicants' financial status, credit, and property evaluations to determine the feasibility of granting loans, • Negotiate terms and conditions with borrowers, • Stay informed of trends and developments in the real estate market and mortgage industry, • Utilize loan origination software (e.g., Calyx Point) to facilitate the loan process, • Ensure compliance with FNMA guidelines and TILA requirements Requirements: • DFPI / NMLS Licensed, • Proven work experience as a Mortgage Loan Originator or similar role, • Strong mathematical skills and proficiency in accounting, • Excellent customer service and communication skills, • Knowledge of loan processing procedures, • Familiarity with FNMA guidelines and TILA regulations, • Ability to negotiate effectively If you are a detail-oriented individual with a passion for finance and helping clients achieve their homeownership dreams, we encourage you to apply for this exciting opportunity Flexible work from home options available.

Job DescriptionAbout the Role Our client is a rapidly growing mortgage lending company. They are seeking a Senior Mortgage Processor to join their Operations team on a full-time basis. This role is responsible for managing complex mortgage loan files from application through clear-to-close, ensuring accuracy, compliance, and on-time closings. The Senior Mortgage Processor serves as a key operational partner to loan officers, underwriters, and closing teams. This position requires deep knowledge of mortgage guidelines, strong independent judgment, and the ability to identify and resolve issues before they impact closing timelines proactively.This is a full-time remote role with a base of $80,000 - $90,000/an.Key Responsibilities • Manage a pipeline of Conventional, FHA, VA, and Jumbo loans from application through funding, • Review applications and supporting documentation for accuracy, completeness, and guideline adherence, • Issue and manage Loan Estimates, Closing Disclosures, and redisclosures in compliance with TRID requirements, • Calculate and validate income, assets, credit, DTI, and LTV, • Structure loans appropriately based on investor and agency guidelines, • Submit complete files to underwriting and efficiently clear conditions, • Identify and resolve documentation, compliance, or structural issues early in the process, • Coordinate with Loan Officers, Underwriters, Closers, title companies, and third-party vendors, • Monitor rate locks, appraisal timelines, and contract deadlines to ensure on-time closings, • Serve as an escalation point for complex loan scenarios, • Maintain accurate documentation and detailed loan notes within the LOSQualifications, • 8+ years of residential mortgage processing experience, • Experience handling complex income scenarios, including self-employed borrowers, • Strong knowledge of TRID, RESPA, agency guidelines, and investor overlays, • Proven ability to independently manage a full pipeline, • Proficiency in Loan Origination Systems (e.g., Encompass or similar), • Strong organizational skills and attention to detail, • Excellent communication skills with borrowers and internal stakeholders, • Ability to thrive in a fast-paced, deadline-driven environmentBenefits, • Meaningful equity in the organization, • Top-tier medical, vision & dental with support for dependents, • 401(k), • Flexible Time Off, • Hardware Allowance: $2,000 to fix up your workspace, • At-cost Mortgages

Job Description Job description: We are seeking a Post-Closing Specialist to manage closed real estate and mortgage loan files. You will ensure all legal and financial documents are accurate, fully compliant, and delivered to investors or recorded with local jurisdictions. You will serve as the crucial link between title agencies, lenders, and borrowers. Additionally, this position involves evaluating, preparing closing packages, purchasing, and managing loans originated by correspondent lenders. Duties/Responsibilities: • Log in all closing packages upon arrival., • Review closed mortgage loan packages for completeness and accuracy. Verify signatures, required documents, and compliance with program and investor guidelines., • Scan files into the company LOS (BytePro) within established company timeframes, to ensure timely delivery of loan files to investors., • Ship notes packages to the various warehouses daily., • Ship closed loan files to investors, custodians, and internal departments per required timelines and checklists., • Monitor delivery pipelines and ensure all final/trailing documents (e.g., recorded mortgages, title policies) are received and properly stored. Track investor deadlines., • Cure post-closing deficiencies in coordination with title companies, attorneys, and internal staff (underwriters, processors, and funders)., • Track and obtain missing or corrected documents (e.g., recorded mortgage/deed, title policy), • Follow up with title companies, closing agents, and internal teams., • Ability to clear loans within 15 days., • Verify funded loans are registered in MERS, and all pertinent data is completed and accurate. Process TOS & TOB upon sale and transfer of loans., • Review and purchase closed mortgage loans from approved correspondent lenders., • Identify and clear purchase conditions, exceptions, and defects., • Coordinate with correspondents to resolve documentation or compliance issues., • Work closely with Underwriting, Secondary, and Account Executives., • Maintain accurate records on loan purchases and tracking systems., • Serve as backup to the Servicing Specialist. Assist with servicing phone calls, processing payments over the phone or through the online payment portal, posting payments in the LOS (BytePro), preparing mortgage statements, and goodbye letters as needed., • Perform other duties as assigned to support overall mortgage operations and quality control efforts. Qualifications: • High School Diploma or equivalent., • 1-3 years of experience in mortgage lending, underwriting, correspondent lending, post-closing, closing, shipping, or loan processing., • Strong knowledge of mortgage documentation, compliance requirements & closing process., • Proficiency in Microsoft Office (Word, Excel, Outlook)., • Experience with loan origination systems (LOS) & document imaging software., • Exceptional attention to detail and ability to work in a fast-paced, high-volume environment. Preferred Qualifications: • Associate’s or Bachelor’s degree in Finance, Business, or related field., • Familiarity with agency guidelines (experience with Fannie Mae / Freddie Mac preferred). Job Type: Full-time Benefits: • 401(k), • Dental insurance, • Health insurance, • Paid time off, • Vision insurance Work Location: In-Person, Cypress, CA 90630

Job Description The Credit Underwriter is responsible for evaluating new lending opportunities and performing comprehensive analysis to determine the creditworthiness of the borrower. The Credit Underwriter will evaluate the underlying project (collateral) as well as perform a financial analysis of the borrower and guarantor(s). The Credit Underwriter is responsible for managing multiple underwriting projects/tasks simultaneously, including direct borrower interaction, preparation of credit memorandums, and market analysis. The Credit Underwriter’s job is to ensure Genesis Capital maintains strong credit quality in line with its policies and procedures. Principal Duties: ESSENTIAL FUNCTIONS include the following. Other duties may be assigned. • The Credit Underwriter’s key responsibility is to assess risk in the borrower’s business strategy/experience and their real estate projects/investments., • Prepare credit memorandums outlining the lending opportunity, key risks, mitigating factors, project/borrower/guarantor analysis, and credit advocacy., • Perform credit analysis evaluating the applicant’s credit worthiness, financial strength, and loan repayment likelihood/capacity., • Conduct market analyses and review real estate appraisals., • Works with Loan Officers and Relationship Managers to obtain all required due diligence items., • Work with all Genesis departments including sales, loan operations, valuations, accounting, construction, and other support staff., • Present credit memorandums to Credit Management for review and approval., • Analyzes legal documentation such as corporate entity documents to understand borrower structure and works with Compliance for AML/KYC. Loan documents may also need to be reviewed. Education and Experience To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Must have bachelor’s degree., • Minimum 3+ years in Commercial Real Estate banking or private real estate lending, in the form of underwriting, credit analysis or related experience., • Experience in construction lending is a plus., • Knowledge of complex real estate lending and loan structuring., • Industry knowledge of credit and financial analysis fundamentals, including cash flow analysis, balance sheet analysis, tax returns, profitability, liquidity, solvency analysis and real estate valuation., • Financial modeling techniques and preparation of pro-forma financial statements and NOI/DSCR analysis., • Knowledge of credit underwriting policies, procedures, processes, collateral valuation, and documentation., • Highly Proficient/Advanced in Excel, Word, PowerPoint, and database applications for pipeline management. Knowledge, Skills, and Abilities • Rely on strong underwriting experience and judgment to make decisions, read and interpret data from a micro and macro perspective., • Ability to consolidate information from many sources to identify risks, conduct analysis and articulate a concise recommendation Ability to identify potential credit issues and appropriately escalate to management., • Ability to manage multiple tasks concurrently and prioritize workload to meet deadlines, • Ability to identify potential credit issues and appropriately escalate to management., • Adapts to change in priorities and/or processes easily in a fast-paced work environment., • Excellent interpersonal, negotiation, presentation, oral, and written communication skills. While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. By applying to this position candidate acknowledges that this is not a remote role and is required to be on-site. Company DescriptionGenesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust.Genesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust.

Job Description Real TPO is a leading National Mortgage Lender based in Los Angeles, CA, offering a dynamic work environment, competitive pay, and ample career growth opportunities. We are seeking passionate, dedicated professionals to join our team and make a meaningful impact in the mortgage industry. We are currently looking for an experienced Senior Underwriter specializing in Non-QM and Non-Agency loans to support our growing team at Real TPO. This role requires a deep understanding of manual credit analysis and underwriting across a broad spectrum of loan types, including DSCR, Bank Statement, P&L, WVOE, 1099, and Asset Utilization loans. The successful candidate will play a critical role in assessing borrower creditworthiness and ensuring our loan decisions align with investor and company guidelines. Key Responsibilities: • Underwriting and Analysis: Manually underwrite Non-QM and Non-Agency loans, including review of borrower credit files, assets, capacity, and property information to determine eligibility. Analyze complex income tax returns to establish qualifying income., • Loan Evaluation: Review consumer home loan applications, validate supporting documentation, and assess the borrower’s ability to repay mortgage debt. Ensure compliance with investor guidelines for Non-QM and agency loans., • System Management: Utilize automated underwriting systems (AUS) and Loan Origination Systems (LOS) to validate loan applications. Update systems to ensure accuracy of information, including title, value, income, asset, and fraud reports., • Decision Making: Recommend approval or denial of loan applications and provide both verbal and written explanations for decisions. Re-underwrite loans when additional documentation is received., • Quality Control: Run and review quality control tools such as FraudGuard and Early Check. Interpret and analyze DU/LP results to ensure loan meets all necessary guidelines., • Collaboration: Act as the subject matter expert (SME) to assist sales and business partners in structuring eligible loans in conjunction with third-party originators., • Production Goals: Maintain production standards and goals set by management, ensuring timely and efficient loan processing., • Post-Closing Support: Assist in resolving any post-closing suspense issues as required., • Documentation: Complete necessary underwriting worksheets and checklists, such as Income Worksheets and QM/ATR checklists, ensuring all relevant information is accurately documented. Qualifications: • Minimum 5 years of recent experience underwriting Non-QM loans in the mortgage industry, including manual guidelines., • High school diploma or equivalent required; college degree preferred., • Experience with automated underwriting systems (AUS) and Loan Origination Systems (LOS)., • Proficiency in Microsoft Office (Word, Excel, Outlook) and internet browsers., • Strong organizational, analytical, and problem-solving skills., • Ability to work independently and collaboratively within a team., • FHA and VA underwriting experience a plus., • Ability to evaluate complex financial documents, such as income tax returns, to determine loan eligibility., • Experience with reviewing and interpreting fraud reports and title information., • Position is on-site at our Los Angeles, CA location; remote work is not available. If you're an experienced underwriter with a passion for providing outstanding customer service and a keen eye for detail, we invite you to join our team and make an impact at Real TPO. Company DescriptionFun environment with lots of local restaurants, shops and bars. Located in the heart of Los Feliz, adjacent to Hollywood.Fun environment with lots of local restaurants, shops and bars. Located in the heart of Los Feliz, adjacent to Hollywood.

Job Description Job Summary The Special Assets Officer works closely with Special Assets Manager, Credit Administration and Branch lending staff identifying loans that have deteriorated to the point that warrants a downgrade to Criticized or Classified status. This position helps develop and implement strategies to either rehabilitate these loans back to Pass status or to develop and execute an exit strategy that mitigates loss exposure to the Bank. The Special Assets Officer is responsible for gathering and analyzing credit information, conducting extensive in-depth financial and industry analysis, and performing due diligence to evaluate risk and return parameters of financing transactions. Essential Duties • Oversee and manage the Criticized and Classified loans from assigned portfolio., • Manage assigned Special Assets Managed loans including but not limited to follow up for financial information and covenant compliance, communication with Borrower along with other Relationship Manager and/or Portfolio Banker duties. Update Special Assets Managed reports, as needed., • Attend weekly Special Assets Committee Meetings and provide pertinent updates to Criticized and Classified loans from assigned portfolio and Special Assets Managed loans., • Review Problem Loan Reports from assigned portfolio., • Prepare Problem Loan Reports for assigned Special Assets Managed loans., • Participate in Credit Administration meetings, Lenders’ Forum meetings, Managers’ Bi-Monthly Meetings, and other required meetings., • Review Problem Loan Reports (PLR) from assigned Branches and assist with updates and corrections of any deficiencies prior to its submission for review and final approval by the special Assets Manager., • Support Special Assets Manager, as requested., • Complete all assigned training., • Interfaces with Relationship Managers and branch lending staff as a Branch resource., • Duties include direct communication with loan borrowers for payment, financial reporting, and financial covenant compliance and monitoring financial trends of borrowers and value of collateral. Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security, and privacy requirements. This position will elevate suspicious activity to supervisory staff and/or BSA department. Completes compliance and other technical training workshops as assigned. Required Knowledge • Bank Secrecy Act (BSA), • California Civil Code, • Complaint Documentation Policy, • Eviction Laws and Regulations (Federal, State, County, City), • Fair Credit Reporting Act, • Fair Debt Collection Practices Act (FDCPA), • Fair Housing Act (FHA), • Federal Deposit Insurance Act (Federal Deposit Insurance Corporation - FDIC), • Federal Reserve Act, • Flood Disaster Protection Act (FDPA), • Foreclosure Laws and Regulations (Federal, State, County, City), • Regulation AA (Unfair or Deceptive Acts or Practices), • Regulation B (Equal Credit Opportunity), • Regulation BB (Community Reinvestment Act - CRA), • Regulation C (Home Mortgage Disclosure – HMDA), • Regulation CC (Expedited Funds Availability Act), • Regulation DD (Truth in Savings), • Regulation E (Electronic Funds Transfer Act), • Regulation O (Insiders Loans Act), • Regulation P (Privacy of Consumer Financial Information Act), • Regulation U (Governs Margin Securities), • Regulation X (Real Estate Settlement Procedures Act - RESPA), • Regulation Z (Truth in Lending Act - TILA), • Servicemembers Civil Relief Act (SCRA), • Telephone Consumer Protection Act (TCPA), • Uniform Commercial Code (UCC), • US Patriot Act, • Not all inclusive of regulations, laws & statutes required to perform the position. Basic Knowledge, Skills, and Abilities • Clear understanding of the English Language (Spoken & Written), • Microsoft Office Products (Excel, Word, Outlook), • Laserfiche imaging application, • Financial Tools OnTrack application, • Jack Henry & Associates core operating system, • Familiarity with Bank Products & Services and Policies & Procedures (Operations/Lending), • Basic Mathematics Skills, • Customer Service Skills, • Strong typing skills, • Strong time management and organizational skills, • Critical Thinking, Judgment & Problem-Solving Skills, • Ability to actively listen & learn. Equipment Operated • Desk top Computers., • Standard Office Equipment (copiers, scanners, fax machines) Physical Requirements & Work Environment • Requires repetitive movement., • Requires sitting for prolonged periods of time., • Requires lifting 15lb., • Requires using hands to handle, control or feel objects., • Office setting w/controlled temperature Education and Experience • High School Diploma or equivalent required, • 0 – 5 years loan documentation and loan servicing experience As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement every year. This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. March 4, 2026

Job DescriptionAbout LBC Mortgage LBC Mortgage is a Los Angeles–based mortgage company with over 20 years of industry experience. Our Private Lending Division is rapidly growing and focused on funding real estate investor loans nationwide, including Fix & Flip, Bridge, DSCR, and Ground-Up Construction. We are looking for an experienced Senior Hard Money Underwriter who can independently underwrite complex deals, support junior underwriters, and ensure strong credit and collateral decisions while keeping the pipeline moving quickly. Key Responsibilities • Independently underwrite and approve Hard Money / Private Money loans (Fix & Flip, Bridge, DSCR, Ground-Up, Cash-Out, etc.), • Review full loan packages including borrower profile, entity structure, credit, liquidity, and exit strategy, • Analyze collateral, appraisals, comps, market conditions, rehab budgets, and timelines, • Calculate and validate LTV, ARV, LTC, and deal profitability, • Identify risk factors early and provide clear recommendations to leadership, • Issue approvals, conditions, and exceptions in line with company guidelines, • Collaborate with Loan Officers, Processors, and Closing teams to ensure fast turn times, • Assist in training, mentoring, and supporting junior underwriters, • Participate in improving underwriting processes, policies, and efficiency, • Ensure loan files meet internal requirements and compliance standards Requirements • 4+ years of Hard Money / Private Money underwriting experience (required), • Strong expertise in ARV underwriting, rehab budgets, and investor deal analysis, • Proven experience underwriting Fix & Flip and Bridge loans at volume, • Strong knowledge of appraisals, title, insurance, entity documentation, and real estate investor structures, • Ability to work independently and make confident credit decisions, • Strong communication skills with internal teams, brokers, and borrowers, • Highly organized with strong attention to detail and deadline management Preferred Qualifications • Experience underwriting Ground-Up Construction loans, • Experience underwriting DSCR / rental portfolio loans, • Background in mortgage underwriting is a plus, • Familiarity with Encompass, Calyx, or other loan origination systems Why Join LBC Mortgage • Stable company with 20+ years in the lending industry, • Rapidly growing Private Lending Division with strong deal flow, • Competitive compensation based on experience, • Remote flexibility, • Opportunity to grow into Underwriting Manager / Credit Lead role, • High-impact position with direct influence on loan quality and performance

Job Description Mortgage Broker Assistant (Loan Processing & Client Relations) – In-Person Only We are a well established, full-service mortgage company, specializing in Private Party (Hard Money) mortgage loans, that also offers Conventional, FNMA, and Government Loan Programs on a limited basis. We are in the process of expanding our conventional lending offerings, and we are seeking a highly motivated and detail-oriented Mortgage Broker Assistant to support our loan processing, client relations and management obligations. Position Overview: The ideal candidate will have exceptional follow-up skills, the ability to explain loan programs and processes clearly, and the confidence to engage with new prospects and existing clients. You will play a key role in assisting the Broker/Owner in managing and overseeing the day-to-day loan processing activities, and ensuring smooth communication with clients and various vendors. This role offers a standard hourly wage, plus commission. Providing the opportunity to earn up to 10% or more of the loan origination points, based on performance. Key Responsibilities: • Process, submit, and manage conventional A-Paper loans through Hard-Money loan applications., • Follow up with broker's clients and prospects to secure outstanding and needed documentation., • Assist with client communication, explaining loan programs and responding to inquiries., • Perform general office duties, including answering phones, sending/receiving faxes and emails, and data entry., • Utilize Loan Origination Software (LOS), Calyx Point, and/or Encompass to process borrowers' applications, run automated DU/DO qualifying software and interface with lender underwriting and documents management platforms., • Ensure compliance with Mortgage Loan Disclosure requirements for 1-4 unit residential lending., • Prepare loan closing documents using DocMagic and coordinate with escrow, title companies, appraisers, and other real estate professionals. : Qualifications: • Minimum 2 years of experience in Loan Processing and/or Underwriting., • Prior experience supervising and overseeing processing staff preferred., • Proficiency in Microsoft Office (Excel, Outlook, etc.) and LOS software (Calyx Point, Encompass)., • Strong organizational, communication, and follow-up skills., • California Dept. of Real Estate Licensee preferred but not required. Job Details: Job Type: Full-time Pay: $51,960.00 - $96,092.00 per year (Base + Commission); Supplemental Pay included. Schedule: Monday through Friday. Work Location: West Los Angeles California. Strictly in-person – remote or hybrid work is not available. This position requires working on-site daily. Candidates must be available for an in-person role and should not apply if seeking remote or hybrid work. If you are interested in this exciting opportunity and meet the qualifications, please submit your resume and we will contact you for a brief phone interview. Job Type: Full-time Education: • Bachelor's (Preferred) Experience: • Loan Processing : 2 years (Preferred) License/Certification: • California Dept of Real Estate License (Preferred) Ability to Commute: • Los Angeles, CA 90064 (Required) Work Location: In person Job Type: Full-time Work Location: In person Company DescriptionEstablished since 1986, Pacshores Mortgage has helped thousands of satisfied California residents qualify for, purchase, refinance, and sell all types of real property. We specialize in Equity-Based Lending, Stated Income Loans, loans for damaged credit borrowers, as well as, Fix & Flip Loans to complete rehab or construction loans. We offer complete guidance to first-time home buyers and are committed to helping our clients achieve their goal of owning their own home.Established since 1986, Pacshores Mortgage has helped thousands of satisfied California residents qualify for, purchase, refinance, and sell all types of real property. We specialize in Equity-Based Lending, Stated Income Loans, loans for damaged credit borrowers, as well as, Fix & Flip Loans to complete rehab or construction loans. We offer complete guidance to first-time home buyers and are committed to helping our clients achieve their goal of owning their own home.

Job Description Do you have previous knowledge of mortgage lending processing, pre-funding audits, and related operational and servicing functions, including demonstrated experience supporting the overall residential lending team to ensure operational success? LBS Financial Credit Union is looking for a detail-oriented Residential Loan Servicer II to join our team. If you have prior knowledge of mortgage loan servicing and a passion for helping members, this is the perfect mid-level role to grow your career in a professional and supportive environment. A Loan Servicer II manages the daily administration of mortgage loan activities after closing, acting as the primary point of contact for members and investors. Key duties focus in the mortgage servicing realm, of ensuring regulatory compliance of escrow accounts, payment activity, payoff demands, investor reporting, and the timely completion of assigned tasks while following the credit union policies and procedures. Maintain a high-performing professional approach with members, staff, and vendor partners, while delivering excellent member service. KEY RESPONSIBILITIES • Regulatory Compliance: Ensure all servicing adheres to DFPI, NCUA, and CFPB regulations, including Reg X RESPA, Reg Z Truth-in-Lending Act, HMDA reporting, and bankruptcy/forbearance procedures., • Daily Servicing Operations: Manage payment posting, payoff demands, lien releases, ARM rate adjustments, and tax/insurance escrow disbursements., • Data & System Management: Maintain index rate values and generate daily/annual reports using FICS, Pentaho, and DSUI and Corelation systems., • Secondary Market Support: Facilitate the sale of loans to investors, ensuring 100% data accuracy during export/import and the secure delivery of legal documents to custodians., • Document Control: Oversee the file room workflow, including the organization of trailing documents (deeds, titles, notes) and securing confidential files., • Team & Operational Support: Assist the overall residential lending team with processing, pre-funding audits, and general operations to ensure departmental efficiency., • Professional Training: Maintain system proficiency (Fannie Mae/FICS) and complete all annual compliance and internal training requirements. EDUCATION & EXPERIENCE PREREQUISITES • High school diploma or equivalent., • Three or more years of mortgage loan servicing background preferred., • Ability to apply critical thinking skills, solving complex problems and make logical decisions without constant supervision., • Proficiency in MS Office, Excel, mortgage loan servicing system; FICS Mortgage Servicer a plus., • Strong attention to detail, accuracy, and excellent verbal/written communication skills., • Regulatory knowledge of RESPA, PMI Cancellation, and escrow procedures. BENEFITS & TOTAL REWARDS • Medical, Dental, and Vision 100% employee-only plans paid by LBS, • 12 Paid Holidays, 3 weeks PTO, and Sick Time, • Defined Benefit Pension Plan, • 401(k) and Roth(k) Retirement Plans, • Insurance: Life, AD&D, LTD, • Critical Illness, Accident Insurance, and Hospital Indemnity, • Educational Reimbursement, • Paid Volunteer hours, • Loan discounts and free branch services, • Discount entertainment: movie tickets, travel, car rentals, and much more, • Wellness Benefits starts 1st of the month following 30 days of employment PAY RANGE In accordance with California’s Pay Transparency Act, the expected salary range for this position is between: $28.00 - $ 34.00 Actual pay will be determined based on a candidate’s specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law. External Candidates: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include: • Employment Verifications - Employment Dates & Job Titles, • Credit Report, • Criminal Records Search, • Social Security Search, • Governmental Registries Search Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk. Internal Candidates: As an Employer of Choice, LBS Financial strives to support our employees’ career growth and encourage employees to apply for job opportunities for which they believe they are qualified. The Credit Union may interview outside as well as internal candidates. For additional information about our Credit Union and to apply for this opportunity, please visit our website at www.lbsfcu.org/careers. Equal Opportunity Employer. Onsite 8:00 am - 5:00 pm Monday - Friday, some weekend/holiday schedule required. 40 hours weekly

Job Description The Residential Transition Loan (RTL) Underwriter - Express serves a critical role in upholding Genesis Capital’s credit-first culture through rigorous risk assessment and sound underwriting principles. They are a key contributor in evaluating and underwriting real estate investment loans, including fix & flip, bridge, and construction financing. This role combines asset-level risk analysis with borrower credit assessment to ensure sound, profitable lending decisions. Ideal candidates bring strong expertise in deal-level underwriting fundamentals, borrower credit evaluation, and real estate project viability. Success in this position requires the ability to analyze complex transactions, assess renovation budgets and exit strategies, and structure loans that align with program guidelines and market dynamics. The RTL Underwriter manages a high-volume pipeline in a fast-paced environment, balancing speed, accuracy, and risk mitigation. Collaboration is essential—this role partners closely with Sales, Valuations, Construction, and Operations to deliver timely, high-quality underwriting decisions. ESSENTIAL FUNCTIONS include the following. Other duties may be assigned. Credit & Borrower Analysis • Assess borrower financial strength through credit review and liquidity analysis, escalating potential issues as needed., • Validate borrower experience and track record in investment property projects. Collateral & Project Evaluation • Underwrite RTL and fix & flip loans, analyzing collateral value, renovation scope, exit strategy, and local market dynamics., • Review renovation budgets for accuracy and alignment with market comps and borrower objectives., • Confirm hazard and liability insurance compliance with program standards Guideline & Risk Management • Ensure loan eligibility within program guidelines and risk thresholds., • Review exceptions and provide clear recommendations to credit approvers., • Ensure compliance with Genesis Capital’s credit policy, asset-level guidelines, and investor requirements. Cross-Functional Collaboration • Partner with Sales, Valuations, Construction, and Operations to collect and verify due diligence documentation., • Provide underwriting feedback to Sales for deal structuring and eligibility discussions., • Participate in pipeline meetings and provide underwriting insight to expedite approvals and resolve issues. Documentation & Systems • Review and validate key title documents (e.g., estoppels, title reports, indemnities)., • Manage a pipeline of borrower and asset underwrites within Genesis Capital SOP’s and service level agreements (SLA’s)., • Accurately input underwriting data into LOS and related systems with a focus on attention to detail., • Performs related duties as assigned by management. EDUCATION & EXPERIENCE To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Bachelor’s degree in finance, real estate, economics, or a related field., • 3+ years of experience in commercial real estate banking or private real estate lending, with a focus on underwriting, credit analysis, or similar functions., • Hands-on experience with RTL, fix & flip, or construction lending strongly preferred., • Solid understanding of real estate lending principles, loan structuring, and risk assessment., • Familiarity with real estate markets, valuation methodologies, and investor exit strategies., • Understanding of borrower financial analysis, credit risk evaluation, and KYC/AML compliance., • Proficiency in Excel, PowerPoint, and pipeline management tools., • Exposure to residential construction budgets, cost review, and timeline feasibility a plus. REQUIRED SKILLS AND ABILITIES • Strong real estate underwriting judgment, with the ability to quickly assess project-level risks and opportunities., • Detail-oriented and organized, with the ability to handle a high volume of deals in a deadline-driven environment., • Confident communicator able to present and defend underwriting recommendations clearly and concisely., • Adept at working across multiple teams and functions to keep loan files moving efficiently., • Ability to synthesize data from property comps, budgets, and borrower history into actionable insights., • Flexible and adaptable to process and program changes in a rapidly growing platform., • Self-starter with a strong sense of urgency and ownership over assigned loans., • Creative problem solver that can effectively summarize and communicate issues to team members and management., • Analytical approach to identifying issues and proposing solutions. While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. By applying to this position, the candidate acknowledges that this is not a remote role and is required to be on-site. Company DescriptionGenesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust.Genesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust.

CRE Loan Processing Administrator. The CRE Loan Processing Administrator provides critical origination support to the Commercial Mortgage Division by executing administrative, system, and compliance-related tasks that support Commercial Real Estate loan transactions from Letter of Interest (LOI) ret

The CRE Loan Processing Administrator provides critical origination support to the Commercial Mortgage Division by executing administrative, system, and compliance-related tasks that support Commercial Real Estate loan transactions from Letter of Interest (LOI) return through loan funding.