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Location: On site at office location listed in job posting. Summary Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high revenue generating organizations to help them achieve mutually beneficial business goals and strengthen our communities. CRMs service a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this role are able to build pursue new clients, and ensure we deliver the highest level of service while providing sound asset stewardship through a balance of risk and credit decisions. Key Responsibilities Include Develop new client relationships which generate acceptable returns for the bank Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank Work with Management to recognize client needs and matching the bank's capabilities to meet these needs Maintain a thorough knowledge of bank's lending policies and regulatory requirements Maintain proper house-holding of relationships Gather financials for new and renewal opportunities with clients. Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter Finalize term sheets to meet client and bank needs Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team Builds and maintains a portfolio mix of targeted high value and high potential clients. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree 6-8 years of experience or an equivalent combination of education and experience Experience with Microsoft Outlook, Word, and Excel About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

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

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

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

Orchard Mortgage is an affiliate of Orchard, fully dedicated to offering mortgage services to Orchard’s real estate customers to provide a seamless and delightful home buying transaction. Orchard Mortgage is an innovative environment, with a focus on constant improvement, transparency, and teamwork. We will provide you with leads from top producing agents in our markets. Your job will be to build excellent relationships with both Orchard Agents and Orchard customers, to win their future loan business through the services and offerings we provide (such as free refinances for life). You are not expected to bring your own leads but are welcome to bring your own leads and relationships as well and offer the same unique products and services we provide. This is a full time role that will report into the Mortgage Sales Manager. This is a remote position that will be expected to be based in either the Greater Denver, CO area, the Greater Seattle, WA area or the Greater Atlanta, GA area and available to attend agent networking events such as Orchard happy hours and agent training once a month. What You’ll Do Here • Consult with clients about current needs and financing solutions to help them achieve their financial goals including Orchard Mortgage’s unique offerings such as our Equity Advance loan, • Build great relationships with Orchard’s real estate agents and collaborate with them to create a great home buying experience for our customers, • Be “go to person” for all home financing related needs that our customers or agents have including being the expert on our Equity Advance loan and Move First offering, • Close a high percentage of captive leads and manage pipeline of at least 10-15 loans per month, primarily purchases with some refinances, • Work collaboratively with other teams across the Orchard ecosystem in Real Estate and Title Operations to provide the best customer outcomes, • Support weekend coverage once per month to ensure customers have the support they need even on weekends Compensation Range: The average full-time fully ramped Loan Officer earns $110-225K per year depending on performance. The structure is a draw against commission with a 3 month ramp period for new hires. The role also comes with benefits and equity in the company. We’d Love to Hear From You if You Have: • At least 3+ years experience with lending experience and an active NMLS license or registered (Georgia, Washington or Colorado required), • Strong consultative sales skills to get our customers the best financial outcome and help them understand the programs available to them, • A passion for customer service and relationship building with keeping both our customers and agents in the loop on what is going on, even if that is after hours or on a weekend., • Deep knowledge of guidelines pertaining to Fannie Mae, Freddie Mac, FHA, VA with the ability to provide high quality pre-approvals/pre-qualifications (bonus if you also are familiar with common non-QM programs and reno/construction loans), • Technology savvy with the ability to learn and work with new systems especially as the mortgage world progresses. Preference for experience with Blend and Byte (or similar systems). #LI-Remote Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.

Job Description Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender. This is a 100% Commission role. This is a fully remote opportunity with access to: • Up to 100% commission structure, • 300+ lenders nationwide, • Business in 48 states, • Revenue share opportunities, • Scalable systems and technology, • Optional paid BDC-supported opportunities What Makes Us Different? Most Loan Officers never see the true value of the loans they close. With this opportunity, you gain: • Full transparency into margins and compensation, • Control over pricing and income, • The ability to operate like an independent business owner Requirements Ideal Candidates • Active Mortgage Loan Officers, • Self-sourced producers, • Branch Managers and Team Leads, • LOs seeking higher compensation and more flexibility, • Professionals looking to scale beyond a local market Benefits Benefits - 100% Commission - Keep More of what your earn • Fully remote platform, • National lending footprint, • No income caps, • Revenue share opportunities, • Flexible business model, • Access to extensive lender options

Job Description About MCU: At Municipal Credit Union, we believe that an incredible culture helps create a happy and motivated team that works hard to achieve the best results for themselves and their members. For more than 100 years, MCU has provided affordable financial products and convenient services to a membership base that is now comprised of over 600,000 individuals. With each new generation we have the pleasure of interacting with, we maintain the credit union promise of people helping people. Our Mission: To help hard-working New Yorkers build better tomorrows Our Vision: Be New York's most loved financial institution by helping our members build their best financial futures Overview: This position is responsible for converting self-sourced leads optioned from networking and referrals from centers of influence (COI). In addition to self-sourced referrals this position will be responsible for converting leads that are referred by other MCU lines of business. This position is responsible for converting self-sourced leads received from outside referrals and at the branch into loans by promoting the credit unions’ real estate and consumer lending products, services, and programs. Interview members and prospects to obtain relevant information and evaluate applicants' financial status, review credit history, debt-to-income ratio, and appraisal reports, to determine and recommend an appropriate loan product. Ensure compliance with MCU loan policy, federal, state and NCUA rules, regulations and laws. Responsibilities: Specific duties include, but are not limited to, the following: • Pre-qualify prospective borrowers, prepare preliminary Loan Estimate (LE), initial disclosures, amended disclosures and Rate Lock agreement in compliance with RESPA., • Review the sales contract, income, assets and debt information to ensure applicants meet MCU’s minimum standard guidelines., • Manage pipeline and issue prequalification certificates., • Counsels members on the reasons for denial and advises how to improve their financial position and credit score., • Works with branch personnel to promote lending referrals and be a subject matter expert., • Understands and demonstrates expert knowledge of products and services offered at Municipal Credit Union., • Leverages relationship building skills to broaden the MCU membership, establish and maintain a network of realtors and attorneys that will provide referrals., • Provide product education to membership through seminars and Business Development visits., • Identify opportunities to offer additional products and services, • Be the subject matter expert on policies and procedures Recommend and develop efficiencies across the department • Participate in ongoing training and development approved by HR and Management., • Adhere to all regulatory compliance training inclusive of BSA/AML/OFAC and overall BSA/AML/OFAC compliance, • Perform other duties as required, • Travel is required Requirements: • College degree preferred or equivalent work experience, • Minimum 2 years in experience in real estate lending., • Ability to perform in a high-volume environment and meet deadlines while maintaining exceptional attention to detail., • Technologically proficient., • NMLS will be required Competencies: • Excellent organizational, verbal and written communication skills, • High achiever and self-starter, • Is a team player and understands the role of meeting goals, both team and individual., • Keenly aware of personal, team, departmental and company-wide goals and is able to prioritize work to achieve funding goals. Demonstrates the ability to excel in a high stress environment and is able to meet goals and deadlines. Demonstrates persistence and overcomes obstacles to maintain above average closing ratios., • Demonstrates an unsurpassed commitment to exceptional member service that ensures a world class experience for each member. Views situations from the member’s perspective to effectively respond to their needs and concerns; often going beyond the initial need or expressed concern of the member. Follows up to make sure the member’s expectations have been met or exceeded. Explains recommendations, products and services in ways members can easily understand. Demonstrates patience, respect and empathy when dealing with difficult members or their complaints. A motivated self-starter who measures self against standards of excellence. Actively and consistently seeks qualified opportunities to increase loan volume and residual product penetration. Takes calculated risks to accomplish goals. Actively supports member education events and seminars., • Demonstrates responsibility for providing timely and accurate information, responses and decisions to internal and external members. Accurately and efficiently performs transactions and member requests. Willingly accepts and embraces constructive coaching and feedback as needed. Assesses own strengths and weaknesses. Schedules time off in advance and avoids unscheduled absences., • Persuasive and confident. Uses clear and simple language to communicate information and decisions to internal and external members. Demonstrates sensitivity to cultural and gender differences., • Demonstrates the ability to use technology to effectively and efficiently perform job functions. Has good working knowledge of the following applications: MS Outlook, MS Excel, MS Word, Meridian Link and all applicable applications., • Actively participates in and completes all ongoing required loan and sales training. Willingly adapts to changes in work environment.] Why you'll be a good fit: Our Core Values are an integral part of who we are and who we hire. By living our Core Values, every day, we continue to attract the best and brightest talent, achieve unsurpassed results and continuously challenge ourselves to be better than yesterday. These values are at the heart of our organization and within every teammate. To be a great fit, you’ll bring the following Results - We are passionate about winning. Agility - We proactively anticipate, respond and pivot to ensure MCU wins. Integrity - We operate with the highest ethical standards and highest degree of honesty. Belonging - We cultivate a culture of inclusion and teamwork. Ownership - We take personal responsibility and hold ourselves accountable for the results. The pay for this position is between $35,500 annually plus commissions. Actual base pay offered may vary depending on a number of factors such as job-related knowledge, skills, experience, and location. Employees in this position may also be eligible for a discretionary bonus, 401(k) with an 6% employer match per pay period. Benefits for this position include Medical, vision, dental, life, and disability insurance, flexible paid time off and 11 paid holidays annually. Municipal Credit Union (MCU) is an Equal Opportunity Employer. Municipal Credit Union provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by applicable federal, state or local laws. We are committed to hiring, training, cultivating, promoting, and celebrating an environment where we have a welcoming and fulfilling place for all people to call home. Diversity of race, thought, sexual orientation, age, veteran status, religion, and disability will empower us to thrive as individuals, as teams, and as an organization.

Job Description Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender. This is a fully remote opportunity with access to: • Up to 100% commission structure, • 300+ lenders nationwide, • Business in 48 states, • Revenue share opportunities, • Scalable systems and technology, • Optional paid BDC-supported opportunities What Makes Us Different? Most Loan Officers never see the true value of the loans they close. With this opportunity, you gain: • Full transparency into margins and compensation, • Control over pricing and income, • The ability to operate like an independent business owner Requirements Ideal Candidates • Active Mortgage Loan Officers, • Self-sourced producers, • Branch Managers and Team Leads, • LOs seeking higher compensation and more flexibility, • Professionals looking to scale beyond a local market Benefits Benefits - 100% Commission - Keep More of what your earn • Fully remote platform, • National lending footprint, • No income caps, • Revenue share opportunities, • Flexible business model, • Access to extensive lender options

Job Description Leadling is actively searching for seeking experienced Mortgage Loan Officers ready to increase earnings, scale nationally, and gain full control of their business with a National Mortgage Lender. This is a fully remote opportunity with access to: • Up to 100% commission structure, • 300+ lenders nationwide, • Business in 48 states, • Revenue share opportunities, • Scalable systems and technology, • Optional paid BDC-supported opportunities What Makes Us Different? Most Loan Officers never see the true value of the loans they close. With this opportunity, you gain: • Full transparency into margins and compensation, • Control over pricing and income, • The ability to operate like an independent business owner Requirements Ideal Candidates • Active Mortgage Loan Officers, • Self-sourced producers, • Branch Managers and Team Leads, • LOs seeking higher compensation and more flexibility, • Professionals looking to scale beyond a local market Benefits Benefits - 100% Commission - Keep More of what your earn • Fully remote platform, • National lending footprint, • No income caps, • Revenue share opportunities, • Flexible business model, • Access to extensive lender options

Job Description Title: Chief Lending Officer DEPT: Executive REPORTS TO: President CLASSIFICATION: Exempt, Full-Time Location: Remote; AL; CA; IL; FL; MA; NC; NJ; NY; PA; TX; UT; VA Pay Salary: $250,000-$400,000, bonus eligible. Position Summary: This position is responsible for directing all lending operations, including commercial, consumer, and mortgage portfolios. They develop lending strategies, manage credit risk, ensure regulatory compliance, and lead teams to achieve loan growth and profitability goals for banks. Responsibilities: • Strategic Leadership: Develops and implements lending strategies to meet organizational growth and profitability goals., • Risk Management: Sets underwriting guidelines, monitors portfolio quality, manages delinquencies, and ensures compliance with state and federal lending laws., • Operational Oversight: Manages the entire loan lifecycle, including origination, underwriting, processing, and servicing., • Product Development: Identifies market opportunities to create competitive loan products, services, and pricing strategies., • Team Leadership: Mentors and manages the loan department staff, fostering a high-performance, member- or customer-centric culture., • Board & Senior Management Liaison: Reports on portfolio performance, loan quality, and strategic initiatives to the CEO and Board of Directors., • Serves as a member of the Company’s Asset-Liability Management Committee (ALCO); contributes to development of and adherence to appropriate loan pricing disciplines within construct of prudent ALCO guidelines., • Monitors and assist in developing enhanced credit training for all lenders., • Participates with lenders on customer and prospect calls, when appropriate., • Monitors document exception management by lenders., • Be actively engaged in strategic community involvement activities and serving as one of the Company’s leading ambassadors., • Lead as a culture champion contributing to a positive working environment through words and actions., • Responsible for ensuring internal and external customers receive outstanding service., • Promote adherence to all laws concerning financial institutions., • Regular and dependable attendance., • All other duties as required by business needs. Requirements: · Experience: 10–15 years of relevant experience in lending or financial management, with significant commercial or consumer lending expertise. · Education: Bachelor’s degree in finance, economics, or business administration is required; an MBA is preferred. · Knowledge: Deep understanding of credit analysis, risk analytics, and regulatory compliance (e.g., Dodd-Frank, fair lending laws). Loan portfolio growth rate. Delinquency and charge-off ratios.Net interest margin on loan products. Regulatory compliance rating. · Soft Skills: Strong leadership, strategic planning, communication, and negotiation skills · Proficient with Microsoft Office, particularly Word and Excel. · Knowledge of loan documentation in order to remain compliant with Federal regulations, and Bank policies and procedures. · Knowledge of all phases of lending, including laws and regulations governing business (including SBA experience), agricultural and consumer lending. · Business financial analysis expertise. · Familiarity with state and federal banking laws. · Strong leadership skills. · Ability to motivate and delegate. · Skilled in data review and decision-making. · Loan evaluation proficiency. · Competence in analyzing complex laws and contracts. · Effective response to sensitive inquiries and complaints.

Job Description Internally, we call this position a "Pre-Approval Specialist", or "LP2 (Loan Partner 2). The Loan Partner 2 (LP2) job description outlines a critical role within the lending team, focusing on prequalifying borrowers, issuing pre-approvals, and managing the loan pipeline. Here are the key responsibilities and qualifications for an LP2: Job Summary The LP2 is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline. This role requires working cohesively with Loan Officers, borrowers, loan processors, underwriters, and third parties to ensure 95%+ of all loans close on time while providing an outstanding experience from application to close. Compensation: $75,000 - $100,000 yearly Responsibilities: Prequalify: • Serve as an available resource for referral partners, • Engage in soft qualification conversations to help assess general borrower readiness and scenario viability, • Answer referral partner questions such as:, • Condo warrantability, • Bank statement borrower scenarios, • Recasting and general loan structure questions, • Communicate effectively with all referral partners (Realtors, financial advisors, builders, and other partners) using clear, accurate, and compliant language Pre-Approve • Accurately pre-approve qualified borrowers, • Prepare payment and scenario requests, • Proactively engage pre-approved buyers, • Communicate effectively with referral partners Pipeline Management • Onboard all new contracts for rate lock consultation, • Submit applications for processing for disclosures, • Execute borrower updates, pre-closing, and funding calls, • Ensure 95%+ of loans close on time, • Resolve 95%+ of loan issues prior to LO escalation Qualifications: • Excellent time management, interpersonal, communication, and follow-up skills, • Strong understanding of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage documentation, processes, and procedures, • Capable of analyzing credit reports, income, and asset documents, and can structure a loan properly in a variety of ways, • Current NMLS license or must be willing to get licensed within 90 days, • 2+ years of experience as a LOA/Loan Partner, Processor, Loan Officer, and/or Underwriter required, 5+ years preferred About Company GoRascal revolutionizes the mortgage industry by combining Scott Valins's deep experience and service-first attitude with David Williams's operational and growth expertise. Together, they foster an innovative environment emphasizing education, positivity, and perseverance. They aim to transform the mortgage experience into a transparent, efficient, and client-centered journey. By instilling a unified service-first culture across their team, GoRascal commits to providing clients with tailored mortgage solutions swiftly and effectively. This approach not only raises the industry standard but also ensures a seamless, positive experience for every client involved, embodying their mission to make the mortgage process more accessible and less daunting for everyone.

Job Description About Figure Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About The Role Figure is a financial technology company leveraging blockchain to transform the multi-billion dollar lending and capital markets industries. We are seeking a Chief Credit Officer to serve as the primary architect for our credit risk strategy across our growing suite of secured lending products. This role sits at the critical intersection of Capital Markets and Growth Strategy, requiring a leader who can balance aggressive innovation with responsible homeownership enablement. Unlike traditional banking roles, you will operate in a high-velocity environment where automation and systematic, data-driven logic are the foundation for radical top-of-funnel growth. You will be the primary point of contact for institutional relationships and agencies, ensuring our products maintain best-in-class execution for consumers and investors alike. What You'll Do • Lead an organization of credit professionals directly accountable for managing risk across a diverse lending portfolio, including Home Equity products., • Set enterprise-wide credit risk strategy across originations, pricing, portfolio management, and collections to drive the best outcomes for the lender and investor., • Chair the Credit Committee and engage directly with the CEO and Board of Directors on all credit-related matters., • Develop and iterate on proprietary loan products, leading risk analysis and consumer iterations to find perfect product/market fit., • Drive automation efforts to compress the funnel from application to final approval, utilizing technology to remove legacy industry inefficiencies., • Act as the primary liaison to regulatory bodies such as the OCC, FRB, and FDIC, ensuring all credit risk matters align with evolving supervisory expectations., • Oversee loss forecasting, financial modeling, and stress testing (CCAR) methodologies to provide senior management with thoughtful analysis of key credit drivers., • Build and manage relationships with investors, managing pricing, hedging, and warehouse functions. What We Look For • 15–20+ years of experience in credit risk management and portfolio oversight., • Extensive background in Mortgage and Home Equity credit risk, including LTV/CLTV management and valuation models., • Proven success working outside of a "Big Bank" environment for a portion of your career, thriving in agile, high-growth, or startup settings., • Demonstrated ability to develop a systematic secondary marketing group and manage primary/secondary market inefficiencies., • Advanced understanding of loss forecasting and the conceptualization of investment logic to automate credit decisioning., • Proven track record of managing remediation efforts and maintaining strong relationships with federal regulatory agencies. Salary • Base Compensation Range: $210,000 - $263,000/yr, • 25% annual bonus target, paid quarterly, • Company equity in the form of RSUs, • This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits • Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans, • Company HSA, FSA, Dependent Care, 401k, and commuter benefits, • Employer-funded life and disability insurance coverage, • 11 Observed Holidays & PTO plan, • Up to 12 weeks paid family leave, • Continuing education reimbursement This is the compensation range for the role in the United States. Actual compensation may vary based on a candidate's experience, skills, location, internal equity, and evolving business needs. While most offers are generally made within the middle of the range, final compensation is determined based on the factors above. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-MM1 #LI-Remote

Job DescriptionBenefits: • 401(k), • Dental insurance, • Health insurance, • Vision insurance Licensed Reverse Mortgage Loan Officer Location: Remote Are you a licensed Mortgage Loan Officer looking for real lead flow and real earning potential? At Opulence Home Equity, we provide our Loan Officers with company-generated leads, proprietary technology, and in-house support so you can focus on what matters most helping clients and closing loans. What We Offer: Company-Provided Leads: High-quality reverse mortgage leads delivered directly to our Loan Officers no need to self-source all of your business. Consistent Lead Flow: Ongoing opportunities designed to keep your pipeline active and productive. Proprietary Technology: Advanced lead management system to help maximize efficiency and conversion. In-House Support: Dedicated management and operational support to help move loans efficiently. Competitive Compensation: Strong commission opportunities, bonus potential, and fast payouts. Benefits: Access to 401(k), medical, dental, and vision insurance. Remote / Hybrid Flexibility: Work remotely with support from a collaborative team environment. Your Role: Work directly with company-provided leads to educate borrowers on reverse mortgage solutions. Guide clients through the application process from inquiry to closing. Build relationships and provide exceptional customer service throughout the loan process. Stay informed on reverse mortgage products and industry guidelines. Help seniors and homeowners identify financial solutions that meet their needs. What Were Looking For: Active NMLS License (New York required) Reverse mortgage experience required. Strong communication and relationship-building skills. Self-motivated, goal-oriented, and comfortable working with company-provided leads. Passion for helping clients while building a successful career. Apply today and start closing more loans with access to company-provided leads and dedicated support! This is a remote position.

Job Description Port 51 Lending (“Port 51”) is a nationwide non-bank lender in the SBA market, majority owned by MassMutual Insurance. Port 51 has already funded in excess of $150 million in 7(a) loans year to date and seeking exceptional candidates to join our growing team! Our SBA Business Development Officer (“BDO”) will identify, solicit and close new SBA loans through their robust business development activity with an emphasis is Owner Occupied Real Estate Lending. The BDO is responsible for new business development, quality loan submissions and all aspects of deal flow. This job can be remote or in-person in our NYC office. Essential Duties and Responsibilities • Understand what differentiates Port 51 and develop a unique sales approach that supports our small business lending activity., • Strong time management, planning and organizational skills including ability to work independently and remotely., • Apply state of the art technology to support best-in-class customer service., • Conduct business development activities to meet business and individual funding goals., • Build and maintain a network of referral sources able to bring potential SBA borrowers to our company. Referral sources will include realtors, CPA’s, attorneys, mortgage brokers, business brokers, bankers, franchises, etc., • Obtain and prepare required application/financial information from borrowers to facilitate underwriting and closing along with appropriately executed documentation., • Maintain a working knowledge of requirements for documentation and regulations relating to SBA 7(a) lending and all SBL policies and procedures., • Represent Port 51 with honesty and integrity while delivering high levels of customer service in all interactions. Job Requirements The requirements listed below are representative of the knowledge, skill and/or ability required. • Bachelor’s degree in business, finance, economics or other related experience, • Minimum 3-5 years SBA 7(a) business development experience, • Demonstrated track record of SBA 7(a) loan production, • Ability to protect and maintain confidential information, • Strong local market presence and centers of influence, • Excellent written and verbal communication skills, • Excellent organizational skills, • Proficiency with computers and related software Salary/Benefits We offer a competitive package of compensation and benefits, including: • Base Salary plus Commission, • Medical, Dental and Vision Insurance, • Life Insurance, • Flexible Spending Accounts, • Paid Vacation, Personal Time Off and Holidays, • 401(k) with matching employer contribution

Job Description Who We Are: Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties as well as DSCR rental loans for long term investors. We have closed thousands of loans since we began lending fourteen years ago, producing nearly $3B in originations. ABL was acquired by a private equity firm in 2021, and with a renewed focus on growth, we’ve set our sights on consistent evolution and cementing our place as the premier private lender in the country. Our Mission is Simple: • Make Good Loans, • Provide Exceptional Service, Every Time, • Protect The Firm, • Build The FuturePosition Summary Asset Based Lending LLC (“ABL”) is a national private lender originating business-purpose loans exclusively to entity borrowers, secured by non-owner-occupied real estate. ABL is establishing a dedicated, standalone compliance function and seeks a Sr. Compliance Officer to build, implement, and own that function end to end. This is a newly created, single-person role for a self-starting, investigative professional who can hit the ground running—designing the compliance program, standing up its infrastructure, and operating it day to day. The Sr. Compliance Officer will work under the direction of the General Counsel and the Chief Executive Risk Officer to ensure that ABL and its affiliated entities remain in compliance with applicable federal and state laws, regulations, licensing obligations, contractual requirements, and internal policies. The successful candidate is equal parts builder and operator: capable of writing the policy, implementing the control, running the monitoring, and proactively investigating to surface non-compliance before it becomes an exam finding or a loss event. Key Responsibilities Program Build-Out & Risk Assessment • Design, document, and operate ABL’s enterprise compliance program from the ground up with written CMS, policies and procedures, compliance calendar, and a risk-based monitoring and testing framework., • Maintain a compliance risk assessment program across lending, capital markets, servicing, foreclosure, and collection activities; establish recordkeeping, escalation, and periodic reporting to the General Counsel and Chief Executive Risk Officer. Licensing & NMLS Administration • Own all entity licensing across ABL’s footprint: maintain, renew, and amend lender, broker, servicer, and collection licenses; track license conditions, surety bonds, and financial filings., • Administer NMLS records, advance change notices, renewals, and Mortgage Call Reports; determine and document new licensing obligations before entering new states, products, or activities. Regulatory Compliance • Maintain an inventory of applicable federal and state laws and monitor, changes, regulatory developments, guidance, and enforcement trends., • Administer applicable federal requirements (ECOA/Reg B, HMDA, etc.) and determine and document the applicability of purpose- or collateral-driven regimes (TILA/Reg Z, RESPA) rather than assuming blanket application or exemption., • Administer applicable state requirements such as lending/broker licensing; usury limits, rate-ceiling elections, and choice-of-law; business-purpose disclosure and document-delivery rules; commercial debt-collection statutes; and UDAP/UDAAP standards. Reporting, Examinations & AML Support • Prepare and submit required regulatory reports and filings (Mortgage Call Reports, HMDA LAR where reportable, state periodic/annual reports, bond and financial filings); serve as primary contact and project manager for examinations, audits, and inquiries, tracking corrective actions to completion., • Support ABL’s AML/BSA program, OFAC/sanctions screening, and suspicious-activity monitoring. Servicing, Entity & Vendor Compliance • Build and oversee the servicing compliance framework: determine and document applicable state servicer/collection-agency licensing and bonding, the commercial-collection legal framework governing ABL’s business-purpose debt, and servicing controls (payoff/reinstatement, escrow, default-servicing and foreclosure referral) consistent with state law and investor requirements., • Keep ABL and all affiliated entities active and in good standing (annual reports, franchise taxes, registered agents, foreign qualifications) in coordination with the Secretary’s function., • Maintain a vendor/third-party oversight program covering contractual obligations, vendor insurance/licensing, data-security and confidentiality terms, renewal/auto-renewal dates, and ABL’s own covenant. Capital Markets Compliance • Maintain compliance with agreements between ABL and its capital partners, including MLPAs and servicing agreements. Investigation, Training & Other • Proactively root out non-compliance through monitoring, file testing, trend and complaint analysis, and internal audits; investigate escalations, drive remediation, and escalate material issues to the General Counsel and Chief Executive Risk Officer., • Develop and deliver compliance training; serve as the internal compliance resource; and perform other compliance duties necessary for a national private business-purpose lender and servicer.Qualifications Required • Bachelor’s degree; 5+ years of progressive compliance experience in mortgage, consumer or commercial lending, loan servicing, or financial-services regulatory compliance., • Working command of the federal and state regulatory framework applicable to non-bank lending and servicing, including state licensing and NMLS administration, fair lending, privacy, AML/SAR, and the analysis of which consumer-protection regimes do and do not reach business-purpose, entity-borrower transactions., • Hands-on NMLS administration experience (company, branch, and individual records; renewals; Mortgage Call Reports)., • Strong investigative instinct, exceptional attention to detail, and the ability to self-direct, prioritize, and execute independently with minimal infrastructure., • Excellent written and verbal communication; ability to interface credibly with regulators and examiners. Preferred • Demonstrated experience building or substantially rebuilding a compliance function or program (not solely operating an existing one)., • Experience with business-purpose / private / lending (bridge, fix-and-flip, new construction, DSCR/rental, multifamily) and with non-owner-occupied residential collateral., • Experience standing up or supporting a loan-servicing or debt-collection function, including state collection-agency/servicer licensing., • Multi-state licensing experience across a large footprint (40+ states)., • Industry certification (e.g., CRCM, CAMS, or comparable)., • Familiarity with secondary-market / whole-loan sale obligations and investor compliance requirements.Key Competencies Self-starter and program builder · investigative and proactive · detail-oriented and accuracy-driven · sound regulatory judgment · organized project manager · clear communicator · discreet and trustworthy with confidential information.

Job Description About Guaranteed Rate Affinity Guaranteed Rate Affinity, LLC is a joint venture between Guaranteed Rate, Inc. (NMLS: 2611) and some of the most recognized real estate brands in the market. We provide mortgage origination services to the clients of these well-known brands, providing our Loan Officers with greater alignment, stronger referral flow, and access to premium real estate channels. What’s the Role? We are currently seeking a hard-working, dedicated Mortgage Loan Officer to join our innovative and passionate team. Internally, this role operates at an elevated level, and you are expected and incentivized to operate like a business owner. Industry expertise, paired with effective delegation and auditing of files from origination through closing, will allow you to focus primarily on building relationships and growing your business. A 5-star customer experience and a successful proactive pipeline flow begin with you. Core Responsibilities: • Origination Consultation: Originate first or second purchase mortgages and refinance loans. Provide pre-qualifications, take full loan applications, and present the best financial products for each customer’s unique situation., • Pipeline Management: Review active loan files and pipeline reports daily. Delegate and audit file responsibilities to ensure smooth processing, utilizing our POD Flow Checklist., • Problem Solving: Actively resolve loan-level issues, restructure files as needed, and continuously monitor team turn times to minimize lock expirations and delays., • Relationship Building: Aggressively promote Guaranteed Rate Affinity to real estate agents, builders, financial planners, and other referral sources to develop strong, long-term partnerships., • Compliance Expectations: Conduct all operations in accordance with the CFPB, GRA policies, and local/federal regulations. Set proper expectations and provide timely status updates to borrowers and referral partners. Minimum Qualifications: • Licensing: Current state licensing and registration under the National Mortgage Licensing System and Registry (NMLS) is required., • Experience: 3+ years of experience in the consumer loan industry with a strong track record of telephone sales and closing., • Technical Knowledge: Expert knowledge of CFPB disclosure requirements, secondary market pricing scenarios, investor guidelines, and Conventional, FHA, VA, and USDA programs., • Skills: Highly organized, self-motivated, and tech-savvy. Must be comfortable working in a paperless environment using modern lending software. Compensation Benefits: This is a high-upside sales role. The Loan Officer is expected to sell the Company’s products and services by meeting with customers and referral partners, developing relationships, and performing work away from the office. • Pay: $60,000 - 200,000+ per year, commission-based, • Structure: 100% commission-based, directly tied to individual sales performance. Eligible candidates may also qualify for a discretionary sign-on bonus., • Benefits: We offer a comprehensive benefits program including a company-sponsored 401(k), medical/dental/vision/prescription drug benefits, flexible spending accounts, life insurance, commuter benefits, well-being resources, and more. Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

Job Description About Us Trovy is building the financial home base for America's 86 million homeowners — the go-to platform for managing your home and accessing low-rate credit, because life is expensive and unpredictable. We believe your biggest asset should unlock your best financial options: bypass the myriad of expensive, rigid credit products and replace them with one simple, powerful solution built around your home equity. Backed by top-tier venture capital, Trovy is led by a team of proven fintech innovators on a mission to make homeownership and personal finances more manageable. Don't own a home without it. Role Overview We are looking for a seasoned compliance professional to own and operate Trovy's compliance function. You will be embedded across product, operations, marketing, and leadership teams, helping Trovy move fast while managing regulatory risk with rigor across our lending and card businesses and our multi-state regulatory footprint. This is a high-ownership, cross-functional role reporting directly to the Chief Operating & Legal Officer. What You'll Be Doing Manage and maintain Trovy's compliance management system, including policies, procedures, controls, and regulatory risk frameworks across our lending and card programs Serve as a subject matter expert on federal consumer financial law, including TILA/Regulation Z, RESPA, ECOA/Regulation B, FCRA, HMDA, and HOEPA Counsel product and engineering teams on compliance requirements for new features and workflows Own mortgage servicing compliance, ensuring servicing practices meet applicable legal standards, including customer complaints, escalations, and non-standard servicing situations Advise marketing on advertising copy, email, SMS, and digital content under UDAAP, TCPA, and truth-in-lending standards, and manage marketing compliance reviews. Track federal and state regulatory developments and advise leadership on implications for Trovy Licensing & Regulatory Relations: Manage NMLS licensing across Trovy's state footprint, including new license applications, renewals, amendments, and MU filings; coordinate regulatory examination preparation and response; and support regulatory correspondence and supervisory interactions Call Reporting & Regulatory Reporting: Prepare and submit HMDA and other required regulatory call reports; support state-level reporting obligations; and maintain reporting calendars and controls to ensure accuracy and timeliness Investor & Bank Partner Reporting: Support compliance reporting obligations to Trovy's loan investors and bank partners, including periodic certifications, covenant compliance, and audit or diligence requests; serve as a key point of contact for compliance-related inquiries from partners Vendor Risk Management: Own Trovy's third-party risk management program — conducting initial and ongoing vendor due diligence, maintaining the vendor inventory, assessing compliance and regulatory risk in vendor relationships, and ensuring contractual compliance obligations are appropriately reflected and monitored Advise on privacy and data security obligations in a consumer financial services context What We're Looking For 6+ years of compliance experience in consumer financial services — mortgage lending, open-end credit, or card programs Deep knowledge of TILA/Regulation Z (including HELOC-specific rules), RESPA, ECOA, FCRA, and HOEPA Hands-on mortgage origination and servicing compliance experience required, including servicing workflows, complaint handling, and loss mitigation Direct experience with NMLS multi-state license management, MU filings, call reporting, and regulatory exam support Familiarity with investor and bank partner compliance reporting, including certifications, audit support, and diligence Experience managing a vendor risk management program, including third-party due diligence and ongoing monitoring Fintech, neobank, or mortgage lender experience strongly preferred Able to work independently and translate regulatory complexity into clear, actionable guidance Compensation & Benefits Compensation: $130,000 to $170,000, plus equity, depending on experience and location. Market Opportunity: Join a team tackling the $30T home equity market. Early Impact: Help shape our operations from the ground up. Location: Salt Lake City or New York (both on-site) Benefits: 401K account, 100% company-paid dental, medical, vision and life insurance, flexible time off, and more. Compensation Range: $130K - $170K

Job Description Position: Senior Associate, Capital Markets Department: Capital Markets Reports To: Chief Investment Officer Employment Status: Full-Time, Exempt Office Location: Midtown, New York Job Summary: A boutique private bank is seeking a versatile candidate with strong analytical and communication skills to assume a multi-faceted role within a growing organization. The candidate is expected to complete projects with minimal amount of supervision and adapt to changing assignments and responsibilities. The candidate will be part of a team with responsibility over nationwide footprint expansion, private banking product development, and analysis of proprietary investment opportunities. Bank Related Job Responsibilities and Duties: • Preparation of materials for Board of Director meetings., • Mortgage Pricing for Emigrant portfolio loan origination., • Bank Liquidity Reporting., • Interest Rate Swap market-to-market and daily margin posting., • Foreign currency hedging and coupon exchanges USD/AUD., • Manage Relationship with Federal Agencies., • Management of daily, weekly, monthly and quarterly Excel reports related to banking activity, interest rates and loan origination., • Frequent ad hoc analytical projects. Trust Related Responsibilities: • Ongoing client management of investment management accounts, • Analysis of prospective client portfolios in order to develop proposals, • Corporate and Municipal Bond credit analysis and ongoing surveillance and credit committee member., • ETF Model management., • Preparation of quarterly Account Review Committee (ARC) materials and attend ARC meetings, • Develop integral knowledge of BNY Pershing NetX360 custodian platform, • Preparation of regulatory and audit responses for: internal audit, external audit, FOFR and the FDIC. Basic Requirements: • Bachelors in Finance, Economics, or related major, • 4+ years experience within financial services, • Excellent understanding of equity, alternative investing and financial markets., • Strong understanding of financial statements and financial modeling., • Ability to review legal agreements., • Strong written and verbal communication skills., • Close attention to detail, • Strong quantitative ability, intellectual curiosity The job description outlined above is considered a core list of job duties/requirements. This document should not be considered a complete or comprehensive list. The incumbent assigned to this position is required to perform the duties listed above. The incumbent is also expected to adapt to changes and/or additions as needed. Nothing contained within this document is intended or shall be construed to create or constitute a contract of employment between any employee or group of employees and Emigrant Savings Bank and its Subsidiaries. Emigrant Savings Bank and its Subsidiaries retains and reserves any and all rights to change, modify , amend, add to or delete from any section of this document as it deems, in its judgment, to be proper. New York pay range$110,000—$125,000 USD

Job Description Who we are: Guaranteed Rate Affinity, LLC (“Guaranteed Rate Affinity”) is a joint venture between Guaranteed Rate, Inc (NMLS: 2611) and some of the most recognized real estate brands in the market. Through this joint venture, Guaranteed Rate Affinity provides mortgage origination services to the clients of these well known brands providing LO’s greater alignment, stronger referral flow, and access to premium real estate channels. In addition, Guaranteed Rate Affinity markets its services to consumers and unaffiliated realtor referral sources. What’s the Role? Guaranteed Rate Affinity is currently seeking a hard-working, dedicated VP of Mortgage Lending to join our innovative and passionate team. A VP holds an elevated position within the company and is expected and incentivized to operate like a business owner. Industry expertise, paired with effective delegation and auditing of files from origination through closing, will allow a VP to focus primarily on building relationships and growing their business. A 5-star customer experience and successful Proactive POD Flow Model begins with the VP. Essential Duties and Responsibilities: • Originate first or second purchase mortgage, and refinance loans. Informs prospective loan clients of the underwriting guidelines and applicable government regulations, • Present the advantages and disadvantages of different financial products to determine the best option for each customer’s financial situation, • Set proper customer expectations and provide timely status updates to ensure a positive customer experience, • Collect and analyze information regarding customer income, assets, investments and debts to include multifaceted or complex borrowers, • Completes loan applications and all pre-processing functions in a timely manner, • Conduct day-to-day operations in accordance with the laws, regulations, policies, procedures, and expectations of GRA., • Provide pre-qualifications and take FULL loan applications and answer client questions, • Price and place loans with the appropriate Corporate Objective, • Utilize VP POD Flow Checklist to ensure smooth MC transition and loan process, • Review pipeline reports to delegate and audit file responsibilities daily, • Review underwriting decision and re-set expectations with the borrower and/or referral partners if qualifications or timelines change at any point during the loan process and notify team of applicable changes, • Review active loan files daily and work with the processing team to determine if any documents are missing or what can be done to keep the process moving, • Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization, • Loan Level problem solving, including but not limited to restructuring of files as needed, • Routine Pipeline Maintenance including daily assessment of team turn times to minimize lock expirations, anticipated contingencies, and deviation from scheduled closing dates/times, • Change or extend locks and request any necessary pricing expectations as needed, • Track/approve disclosures being sent to borrowers:, • Review LE and CD for accuracy and ensure there are no missing charges, • Verify the borrower’s understanding of the funds required for closing and that funds will be properly sourced from approved accounts, • Build network and community relationships, aggressively promoting GRA to real estate agents, builders, developers, financial planners, and other referral sources to develop partners, solid referral partner relationships and close multiple loans per month, • Attend all scheduled office meetings (daily or weekly) These are to make sure your business is (and stays) on track and to make sure loans are running smoothly, • Focus on marketing and promotional strategies to attract new purchase business, promoting a broad spectrum of mortgage products including but not limited to government, conventional, home equity and additional products within an assigned geographical area, • Complete tasks in a timely manner and work amicably with others, • Other duties and responsibilities as assigned MINIMUM QUALIFICATIONS: Education or Formal Training: • Current state licensing and registration under the National Mortgage Licensing System and Registry, • 3+ years’ experience in the consumer loan industry Knowledge, Skills Abilities: • Excellent verbal and written communication skills with a strong customer service focus, • Strong attention to detail with an emphasis on strong math skills, • Expert knowledge of CFPB disclosure requirements, Guaranteed Rate Affinity POD flow, secondary market pricing scenarios and investor guidelines, • Ability to think strategically and display excellent problem-solving skills., • Self-motivated, entrepreneurial persona with excellent time-management skills, which requires minimal supervision, • Knowledge of and ability to efficiently use technology, various lending software and to work successfully in a paperless environment., • A “sales closing” mentality along with the skills to handle questions and last-minute changes under pressure to help your clients secure their mortgage, • Understand all policies, procedures, and regulations relating to loans, • Telephone sales experience required, • Detail-orientation with efficient focus on work activities, • Ability to delegate in a positive style with thorough follow up skills, • Must have working knowledge of Conventional, FHA, VA, and USDA programs on a multi-investor platform Compensation: This role is a sales role. The loan officer is expected to sell the Company’s products and services by meeting with customers and referral partners, developing relationships and performing other work away from the office. This is a 100% commission-based position, with compensation directly tied to individual sales performance. The ideal candidate will be highly motivated and driven to succeed in a competitive sales environment Additionally, employees may be eligible for a discretionary sign-on bonus, based on experience and qualifications. The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources). NOTE: This job description is not intended to be an exhaustive list of all duties, responsibilities or qualifications associated with this job. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Guaranteed Rate Affinity is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law.

Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Mortgage Loan Officer with Banner Bank you will be part of our Mortgage Lending team, awarded the 2020 Residential Diversity and Inclusion Leadership Award by the Mortgage Bankers Association. This outstanding team delivers superior value to our clients by attracting and making real estate loans which meet Bank standards for economic value and safety to contribute to the long term profitability of the Bank's operations.In this role you'll have the opportunity to: • Originate real estate loans from various sources: Realtor business developed through a structured outside calling program, contractors (both Banner Bank customers and others), referrals from branch personnel, general public through normal business relationships (i.e. service organizations, friends, acquaintances, etc.), and walk-in and call-in customers., • Ensure originated loans are set up in the Bank's computer system and processed through for submission to underwriting., • Identify opportunities and provide financing sheets for listings and Realtor/builder open houses. Attend weekend open houses and/or subdivisions for loan solicitation purposes., • Attend regular Realtor Association and Builder Association meetings., • Attend internal training sessions, internal sales meetings, and external training opportunities as assigned., • Take applications or meet with clients at Bank branch locations. Attend closing signing appointments as needed., • Promote home ownership through community outreach efforts, specifically in the communities around designated branch location demonstrating inclusive marketing efforts to develop new leads, loans and bank relationships. Conduct first time home buyer classes at or in close proximity to branch, host booths at non-profit community events, etc., • Comply with policies, procedures, security requirements, and government regulations.Education & Certifications, • H.S. Diploma required, • Bachelor's Degree in Finance, Accounting, Business, or other related field preferred, • NMLS registration requiredExperience, • 3+ years in of experience in residential mortgage origination requiredKnowledge, Skills and Abilities, • Proven history of success in consistent closing and funding of loans to meet sales goals., • Knowledge of mortgage loan origination processes and procedures, regulations, and underwriting., • Possess effective presentation, verbal and written communication, and negotiation skills., • Knowledge of current market competition, sales strategies, trends, and activity., • Knowledge of federal and state laws and regulations relating to real estate lending.Travel, • Up to 20%Compensation & Benefits, • Monthly guarantee of $3,800 (not including ramp-up period), • Excellent commission structure, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursementReview Banner's employee benefits at: Employee Benefits \u007C Banner Bank Please take time to review Banner Bank's Consent & Privacy notice before applying. Banner Bank is an Equal Opportunity Employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, citizenship, marital status, age, disability or protected veteran status. Banner Bank does not accept unsolicited resumes from agencies and/or search firms for any job postings. Resumes submitted to any Banner Bank employee by a third-party agency and/or search firm without a valid written and signed search agreement, will become the sole property of Banner Bank. No fee will be paid if a candidate is hired for a position as a result of an unsolicited agency or search firm referral.

Who You Are: You're an experienced QA professional with deep knowledge of the mortgage industry, particularly in loan origination. You know the ins and outs of platforms like LOS, pricing engines, or lock desk systems, and you’re confident in manually testing complex, business-critical workflows. You thrive in fast-paced environments and are eager to work alongside a team that values collaboration, precision, and continuous improvement. Your attention to detail ensures the delivery of high-quality, reliable software that supports the mortgage ecosystem. If this sounds like you, we’d love to connect. • Own the quality assurance process for mortgage-focused features, with a strong emphasis on manual testing of Loan Origination Systems (LOS) and related platforms., • Translate business requirements into clear and detailed test plans and test cases., • Collaborate closely with product managers, engineers, and stakeholders to understand workflows across loan origination, pricing, and lock desk operations., • Execute manual test cases and document outcomes thoroughly., • Identify, log, and track bugs to resolution using approved tools and processes., • Participate in Agile ceremonies including daily standups, sprint planning, and requirements walkthroughs., • Act as a champion for quality across the development lifecycle, especially where mortgage specific logic is involved., • 5+ years of experience testing web-based or SaaS applications, with a focus on manual testing., • Direct experience with mortgage platforms such as Loan Origination Systems (LOS), pricing engines, or lock desk tools., • Strong knowledge of mortgage workflows and business logic., • Ability to design, document, and execute detailed test cases aligned to industry-specific requirements., • Excellent communication and problem-solving skills., • Experience working in Agile product teams., • Experience at a SaaS fintech startup., • Exposure to or interest in contributing to test automation initiatives., • Bachelor's degree in Finance, Math, Economics, Computer Science, or a related field., • High Bar of Talent: Polly consistently performs in the top quartile of start-up companies, and we consider the people of Polly the engine helping us achieve success. Many candidates choose Polly because of the collaborative, smart, and fun people that work here. We strive to hire the best to continue to raise that bar, and <5% of those that enter the interview process are presented with an offer., • Disruptive Mission: Mortgage capital markets is historically an under-innovated space; Polly is committed to changing that. Our purpose-built platform has reimagined and reinvented the way that our lender customers operate. We are seeking passionate and driven builders who are not interested in accepting the status quo., • Individual Impact & Growth: Every day, the Polly team doesn’t just work—they contribute to our overarching mission. Individual impact is highly visible and everyone’s voice matters. You will have exposure to every level of leadership, cross-functional teams, and impactful projects, giving you a unique opportunity to build and hone your skills., • Hybrid Workplace with Innovation at the Core: Here at Polly, we believe in blending flexibility with in-person collaboration. With a hybrid model, our employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco (remote available for this role, hybrid strongly preferred), driving forward-thinking solutions and fostering teamwork., • Competitive Compensation: Polly offers competitive salaries designed to reward your expertise and direct impact/contributions., • Comprehensive Health Coverage: Enjoy 100% company paid medical, vision, dental, disability, and life insurance, granting peace of mind., • Flexible Vacation, Done Right: Take time off to recharge when you need it with Polly’s flexible, non-accrued vacation policy, because we trust you to balance work and life., • Hybrid Environment: Polly employees work on site three days a week (Tues./Wed./Thurs.) at our Innovation Hubs, located in Dallas-Fort Worth and San Francisco., • Round 1- 30 minute 1:1 with a Polly Talent Team Member, • Round 2- 30 minute 1:1 with Polly’s Director, QA, • Round 3- 1 hour live 2:1 Assessment with Polly Sr. QAEs, • Round 4- 45 minute 2:1 with Polly Sr. SDETs, • Round 5- 45 minute 2:1 with a Polly Software Engineer + Product Manager, • Round 6- 30 minute 1:1 with Polly’s CTOLet's get to know each other. has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable and first-of-its-kind _ platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth. To learn more, or visit . Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at _. We care deeply about this network and your experience.

Responsive recruiter Mortgage Loan Officer – Wholesale Non-Delegated Lender Company: Tag Lending Group, LLC Location: Remote (Nationwide) Employment Type: W-2 Only Minimum Production: $1,000,000 funded monthly We Don’t Just Originate, We Automate. Let’s TAG TEAM This Deal. At Tag Lending Group, you’re not just another MLO. You're stepping into a platform built for performance, designed to help you win every deal, work smarter, and scale fast without friction. We give you a large sandbox of 60+ investors, pricing exceptions, direct lending relationships, and automation so dialed in, you’ll wonder how you ever closed loans before. About the Role This is not a retail branch job. It’s a direct pipeline into a non-delegated lending platform with pricing control, investor flexibility, and speed to close. If you're tired of bloated operations, capped comp, or fighting over rates, this is where you reset the game. Tag Lending Group gives you access to over 60 investors, full back-end support, automation that works for you, and tech that doesn’t just sit there, it closes deals. Why Join Us? 1. Access to over 60 wholesale investors – no overlays, no rate wars, just flexibility to win, 2. Exception pricing available through our investor network, You’ll NEVER Lose a deal again!, 3. Same-day approvals, 14-day closings from submission to CTC, 4. Proprietary Roadmap to Homeownership™ for a frictionless borrower experience, 5. Pre-underwriting, setup, and contract processing support included, 6. We provide weekly cheat sheets for Realtors, and we help build a Realtor database for you, 7. Yield more on every loan, Tag delivers 40 to 150 Basis Point advantage over brokers and direct lenders., 8. Weekly playbooks and live coaching from producers who’ve closed $100M+, 9. Certified HubSpot Partner – your CRM, CMS, and automation is built with the #1 AI-driven platform in the country, 10. Total pricing flexibility: we DO NOT lose deals, 11. $299 per month covers everything: • HubSpot Enterprise CRM/CMS, • Arive LOS, • Slack Pro, • Box Cloud, • Virtual Assistant support (automated text, email, follow-up) Compensation Plan 180 BPS on self-generated business (This is up to 225BPS depending on your Company Margin Agreement each quarter) 100 BPS on company-provided leads 70 percent of net on DSCR, Fix & Flip, and commercial • Paid on time, structured for scale, and compliant across all state and federal requirements Your Responsibilities • Lock and structure deals inside Arive, • Manage all lead activity and follow-up inside HubSpot CRM, • Use AI automation to drive follow-through with Realtors and borrowers, • Communicate with your ops team through Slack, • Close clean files using our 14-day workflow, • Handle Conventional, FHA, VA, USDA, Jumbo, Non-QM, DSCR, and Private lending programs, • Build your own book, your own systems, and your own Realtor referral machine, we help you set it all up Requirements • Active NMLS license (good standing), • Minimum 2 years of origination experience, • Minimum production of $1M per month, • Working knowledge of multiple loan products, • Strong follow-up and CRM discipline, • Tech fluency in Arive, HubSpot, Slack, Box, and Outlook · Solid follow-up discipline (we expect 8/10 or higher) · Must be proficient with digital systems, including HubSpot, Arive, and Slack · Experience with purchase business preferred Where We’re Licensed: · We are currently licensed in: · Lender: FL, SC, TN, TX, GA, MI, NM · Broker: NJ, CT, PA, NC Why TAG is Built Different • We are certified partners with HubSpot, the #1 CRM and CMS in the country, fully integrated into your daily workflow., • Our automation reduces man-hours by over 60 percent! THE FUTURE IS DIRECT TO CONSUMER, HENCE AMAZON!, • You don’t chase documents; our system handles it, • You don’t operate alone; our back-end team is always live, • You don’t compete against retail, you outperform it, • Your clients and Realtors will never get a better experience anywhere else, with our Red-Carpet treatment, Again Amazon, CLICK, CLICK, DELIVERED SAME-DAY! Our Core Beliefs We don’t wait for the industry to change; we build the future ourselves. We're not another retail lender; we're the Amazon of mortgage lending. Click. Click. Closed. Just like Amazon Click. Click. Delivered Same-Day! Ready to Apply? Follow These Steps Step 1: Watch this short video introduction 👉 Step 2: Complete the hiring assessment 👉 _ Step 3: Learn how we operate before speaking to our CEO 👉 _ _ Let’s TAG TEAM This Deal. Apply today and get the platform you’ve always deserved. This is a remote position. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. About Tag Lending Group Tag Lending Group is one of Florida’s fastest-growing and most forward-thinking mortgage companies. We’re not just here to close loans—we’re here to change how the mortgage industry thinks about productivity, technology, and client experience. We don’t just originate—we automate. At Tag, our mission is to simplify and elevate the path to homeownership through our proprietary AI Mortgage Solutions Platform. We guide every borrower step-by-step, creating a personalized Roadmap to Homeownership that brings clarity, confidence, and speed to the process. How We Empower Loan Officers We believe great Loan Officers should be focused on relationships, not chasing paperwork. That’s why we give our MLOs the tools to work smarter, scale faster, and convert more. Here’s how we do it: • Smart Automation: From lead nurturing to status updates, our systems keep borrowers engaged and moving, so MLOs can stay focused on closing, not chasing., • AI-Powered Structuring: Instantly pre-underwrite deals using intelligent logic that flags issues before they hit underwriting, reducing back-and-forth and speeding up the pipeline., • Database Activation: Revive old leads and overlooked contacts with built-in campaigns that wake up your pipeline, and your commissions., • Guided Borrower Journeys: Every lead gets their own AI-driven Roadmap, empowering you to be their trusted advisor, not just a loan rep., • Performance Dashboards: Real-time metrics, deal tracking, and transparency across every stage, because what gets measured gets closed. Why Join Us If you're ready to break free from the traditional 9-to-5 grind and plug into a system designed to multiply your production, Tag Lending Group is your next move. We're a tech-enabled, people-powered team. Whether you're a solo MLO looking to level up or a branch leader ready to scale with speed, we're ready to TAG TEAM this deal with you.

Responsive recruiter Benefits: • Servicing Leads, • Servicing Realtor Accounts, • Benefits Grouped Not Employer Matched, • Company Credit Card, • Bonus based on performance, • Employee discounts, • Profit sharing, • Signing bonus, • Training & development Position: Mortgage Lead & Realtor Account Representative (FULL-TIME) We’re looking for individuals who are passionate about success and love engaging with people over the phone. If you’re confident in your communication skills and ready to bring your best, we’d love to hear from you! 📢 Watch this video before filling out our form: 👉🏻 _ 👈🏻 COMPANY: ABOUT US: At Tag Lending Group, we pride ourselves on being the Goldman Sachs of the mortgage industry. We offer a systematic digital experience through our proprietary Roadmap to Home Ownership, powered by advanced AI technology, providing clear financial direction and personalized support. Our licensed Mortgage Loan Originators are dedicated to guiding clients every step of the way. WHY JOIN US? • Wholesale Mortgage Lender with Competitive Rates Proprietary AI Mortgage Solutions (Roadmap to Homeownership®) • Same-Day Approval Process 14-Day Close (Submission to CTC) Access to Over 30 Lenders, including Banks, Non-Qualified Lenders, Private, and Hard Money options • Aggressive Compensation Plan TAG TEAM NATION Marketing Machine and Virtual Assistants Support • Company-Discounted Licensing Renewals & Continuing Education Ongoing Personal and Group Training with a robust Learning Management System • Featured in Top Publications like Yahoo Finance and Scotsman Guide, • Ranked in the Top 1% of Loan Originators Nationwide POSITION SUMMARY: As a Mortgage Lead & Realtor Account Representative, you will manage inbound and outbound calls, engaging with clients and prospects nationwide. Utilizing cutting-edge AI technology and marketing tools, you will receive leads and inquiries, guide clients through their mortgage needs, and deliver essential information. Your role involves building and nurturing strong relationships, analyzing financial scenarios, and offering tailored solutions in a high-call-volume, fast-paced environment. While we provide leads and Realtor connections, we also encourage proactive efforts to grow your client base through exceptional service. Additionally, you'll be expected to attend open houses on weekends, with one weekend off per month. KEY RESPONSIBILITIES: (You Will Be Tested) Handle High Call Volumes: Manage a significant number of inbound and outbound calls from clients across the country. Time Management: Demonstrate exceptional time management skills (minimum 8/10 proficiency required—you will be tested). Provide Accurate Information: Offer clear, precise details on mortgage products and services. Client Engagement: Build strong rapport by actively listening and addressing client needs effectively. Mortgage Guidance: Assist clients with their mortgage inquiries, providing tailored solutions and options. Team Collaboration: Work closely with sales and loan officer teams to ensure seamless communication and process flow. CRM Proficiency: Utilize advanced CRM tools to maintain client records and follow up on leads efficiently. Tech Savvy: Prove your technical proficiency in tools such as Slack, Arrive, HubSpot, Outlook, Birdeye, Box, and others (testing will be conducted). Customer Service Excellence: Actively contribute to business growth through outstanding customer service. Follow-Up Skills: Adhere to company playbooks and weekly schedules; if follow-up is not an 8/10, do not apply. Loan Structuring: Engage with clients to identify suitable mortgage products, lock loans at the point of sale, and submit preliminary paperless loan packages. Compliance: Ensure adherence to 14-day close requirements and loan stipulations. Loan Types Expertise: Efficiently manage Conventional, VA, FHA, USDA, and other loan types (you will be tested). QUALIFICATIONS: Current, valid NMLS license or appointment in good standing. (2-Year Minium or do not fill this out) • Minimum two years of sales experience and at least two years as a Mortgage Loan Originator or related experience., • For newly licensed applicants, a minimum of five years of sales experience is required with a willingness to undergo a month of training., • Flexibility to work approximately 40-45 hours per week., • Excellent communication and phone etiquette skills., • Strong problem-solving abilities and attention to detail., • Ability to work efficiently in a fast-paced, high-call volume environment., • Experience in a call center or customer service role (mortgage or finance experience is a plus)., • Ability to build rapport with customers and provide a positive client experience., • A basic understanding of mortgage terms and products is an advantage. SELECTION PROCESS: • Initial phone conversation with our Recruiter., • Complete an assessment., • Testing*, • Zoom interview with a Team Leader and Administrative Staff., • Testing*, • Final interview with the CEO. TRAINING: • Mandatory two-week training period for all new hires. SCHEDULE: • Monday to Friday: 8:00 am to 6:00 pm, • Saturday: 9:00 am to 1:00 pm (Open Houses Must Attend 3 out of 4 weekends), • Closed on Sundays and Holidays. SUPPLEMENTAL PAY: • W-2 only, • Base and/or commission pay depending on the legal position. APPLY NOW! Join Tag Lending Group and be part of a team that sets the industry standard. Apply today and take your career to the next level! Flexible work from home options available. Compensation: $60,000.00 - $250,000.00 per year Tag Lending Group is one of the most promising uprising mortgage companies in Florida, USA. The company's goal is to assist hundreds of families to achieve their goal of homeownership. Our mission is to assist and guide each and every borrower through our proprietary AI Mortgage Solutions/Platform. Our end goal is to create a Roadmap to Homeownership for everybody.

Who We Are At DAS Acquisition Company, LLC. (USA Mortgage), our mission is the unrelenting pursuit of perfection. We pride ourselves on the superior level of service that our status as a mortgage lender enables us to provide. Since 2001, we have been recognized as a top-choice residential lender in the St. Louis metropolitan area by the St. Louis Business Journal. Our ongoing success is driven by our strategy to deliver our clients a level of service unrivaled in the mortgage industry. We recognize that people are our competitive advantage, which is why we put so much emphasis ensuring that DAS Acquisition Company, LLC. is a great place to work! POSITION SUMMARY DESCRIPTION The Digital Marketing Specialist is responsible for administering, optimizing, and activating USA Mortgage’s CRM platform (Total Expert) to support loan officer productivity, digital visibility, and compliant marketing execution. Primary objectives This role combines hands-on CRM administration with digital marketing enablement, ensuring the CRM connects seamlessly with local online presence, reputation management, and digital advertising efforts. This Marketing position also works closely with Sales, Training, Compliance, and external partners to deliver scalable, effective marketing support to the field. SPECIFIC Responsibilities • Serve as the primary administrator and system owner for Total Expert., • Configure and maintain journeys, workflows, templates, permissions, licensing, and user access., • Manage user onboarding, role changes, offboarding, and ongoing system hygiene., • Ensure CRM messaging, automation, and campaigns align with USA Mortgage branding, compliance, and communication standards., • Monitor platform updates and enhancements, coordinate testing, rollout, and internal communication., • Establish governance and change-management practices to maintain system integrity and consistency., • Identify and implement CRM-driven improvements that increase efficiency, adoption, and marketing effectiveness., • Support loan officer digital enablement through CRM-connected initiatives, including:, • Google Business Profile management, • Reputation management and review support, • Digital advertising campaign execution and tracking, • Serve as an escalation resource for loan officers and internal teams., • Track and report on CRM usage, adoption, and digital marketing performance metrics., • Coordinate with internal teams and vendors to support integrated marketing and CRM initiatives. Requirements • Experience in Total Expert a must, • Familiarity with Google Business Profiles, online reputation management, or digital advertising is a plus., • Highly organized with strong attention to detail, • Comfortable working cross-functionally with technical and non-technical teams., • Strong understanding of mortgage sales and marketing workflows., • Proficient in Microsoft Office tools., • Able to learn quickly, adapt to change, and exercise sound judgment. Salary Description $65-$70k

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

BlueHub Loan Fund (BHLF), an affiliate of BlueHub Capital (BlueHub), seeks a Construction Loan & Closing Specialist (CLCS) to support our community development lending program to a diverse set of borrowers. These include real estate developers, charter school and community health center operators, and non-profit and social enterprises serving low-income families and communities. BHLF currently has a loan portfolio of approximately 165 borrowers with aggregate outstanding balances of over $220 million. This person will join the Portfolio Management team, which plays an integral role in loan closings, loan administration, loan disbursements and loan operations and report to the Director of Construction Loan Management. The CLCS will manage and maintain procedures and internal controls related to a complex set of commercial transactions in accordance with BHLF’s Loan Policies and Procedures. This newly created position requires a highly motivated person with a commitment to community development finance and, ideally, a background in construction management and monitoring, loan closing, or portfolio management. This person will be responsible for closing and funding loans in coordination with Loan Officers, the Portfolio Management Team, the Finance Department, outside consultants and legal counsel. They will also be responsible for reviewing construction requisitions, closing, disbursing and monitoring construction loans. This person will support portfolio reporting responsibilities on a monthly and quarterly basis. The candidate must be a self-starter, have the demonstrated ability to work independently and effectively on several tasks in a fast-paced environment, and have strong quantitative skills as well as strong written and verbal communication skills. The candidate must be able to work collaboratively across departments within BlueHub and externally with borrowers and consultants. Work Arrangements: This position is Boston-based. BlueHub staff are working a hybrid schedule of three days of work in the office (Tu-Th) and two days of remote work (M & F). Background: BlueHub Capital is a mission-driven, nonprofit community development financing organization focused on building healthy communities where low-income people live and work. We use innovative financial tools and deploy capital to support projects that make communities more vibrant places to live. BlueHub has four distinct programs: BlueHub Loan Fund (community development financing), BlueHub SUN (foreclosure relief), BlueHub Energy (clean energy access) and One Percent for America (citizenship financing). Since our founding in 1985, BlueHub has invested over $3.1 billion (and leveraged over $16.1 billion) to finance: • Affordable housing, school facilities, child and youth development programs, community-based health centers, grocery stores, and community gathering places, • Reducing financial barriers to US citizenship, • Clean energy enhancements that expand access to solar and other renewable sources for people with low incomes, • Mortgage lending for families facing foreclosure Increasing economic opportunity is at the heart of why BlueHub exists and why we do the work we do. Our investments focus on communities that have been systematically denied access to capital. Our offices are located in the Roxbury neighborhood of Boston, MA. To learn more about BlueHub Capital, please visit, www.bluehubcapital.org. Essential Duties and Responsibilities: Construction Loan Management (50%) • Build and maintain construction cash flow spreadsheet for each construction loan, tracking closing budget, change orders and disbursements throughout the construction loan., • Manage capitalization of construction loan interest., • Identify construction loan problems and recommend solutions to the lending and portfolio management team., • Maintain and ensure electronic and database files are kept organized, maintaining an audit trail of all disbursements., • Review and approve construction requisitions., • Coordinate lender inspector site visits and review site observation reports., • Coordinate funding with loan officers and the finance team., • Manage ongoing construction disbursements: request and review title insurance updates, track and ensure receipt of lien waivers, monitor hard and soft cost budget items, contingencies and invoices., • Manage funding of requisitions internally and with other project lenders. Loan Closing (30%) • Work closely with loan officers to prepare, collect and process due diligence items and documentation related to loan closings. Identify and help resolve potential barriers to closing., • In conjunction with loan officer and outside legal counsel, oversee preparation and manage completion of loan closing checklists to ensure that all loan closing conditions have been met and approved by authorized parties., • Maintain working knowledge of BHLF’s Loan Policies and Procedures to ensure compliance with internal approval and closing requirements, including Know Your Customer and Office of Foreign Assets Control policies. Recommend updates to policies as needed., • Set up new loans in BHLF’s loan administration systems, including Salesforce and TEA., • Support the closing and funding process in conjunction with other transaction parties and internally with loan officers, the Finance team and our legal counsel., • Manage loan closing and closing disbursement funding process for construction loans., • Assemble and construct closing requisitions. Review and approve closing requisitions when BHLF is participant lender., • Review and approve settlement statement for closing in coordination with the title agent., • Participate in pre-construction calls with BHLF Borrowers, peer funders and development consultants., • Support the opening of controlled bank accounts required by certain loan transactions., • Coordinate with BlueHub’s Communications Team, borrowers and other transaction parties to ensure BHLF is acknowledged in press materials and on construction site signage for the projects we support, and that we are invited to participate in ground breakings, ribbon cuttings and similar in-person and virtual events. Portfolio Reporting (20%) • Manage development of monthly, quarterly, and annual reports for internal and external stakeholders., • Upload data from our accounting software (TEA) into Salesforce (SF) on a monthly and quarterly basis., • Generate and format TEA and SF reports on a monthly and quarterly basis., • Reconcile SF reports to TEA to ensure material loan terms match across platforms., • Manage TEA and SF ad hoc reporting for BHLF. Other duties as assigned. Essential Job Requirements: • 4-5 years of loan closing, construction loan management or related experience in community development, real estate transactions or commercial lending., • Proficiency with MS Office Suite is required., • Experience with databases and CRM platforms; experience with Salesforce and/or TEA preferred., • Excellent quantitative, written and verbal communication, and organizational skills. Must demonstrate a high level of attention to detail and commitment to accuracy., • Excellent judgment and prudent decision-making abilities., • Able to build relationships internally and work in a cooperative and diverse team environment., • Able to build relationships externally and elicit confidence through a commitment to accuracy, timeliness and professionalism. Additional Desired Qualifications: • Experience with or understanding of the New Markets Tax Credit (NMTC) program, Low-Income Housing Tax Credit (LIHTC) and Historic Tax Credit (HTC) programs, and/or charter school facility operations or financing., • Experience with community development real estate developers and nonprofit community-based organizations., • Candidates who reflect the diversity of the communities we serve or have a keen interest in advancing economic development for those communities are strongly encouraged to apply for this position. Salary and Benefits: Salary is competitive and commensurate with experience within the guidelines of BlueHub Capital’s salary scale. As a “life cycle employer,” BlueHub invests in the benefits, training, growth opportunities and infrastructure that let you envision a career here. Benefits for full-time employees include: • Generous insurance benefits: Health, dental, vision, life and disability insurance, including additional reimbursement for out-of-pocket healthcare expenses, • Retirement benefits: Competitive 401(k) matching, • Unique BlueHub benefits and stipends that support employee wellness, sustainable practices and charitable gift matching, • Excellent package of vacation time and paid leave, as well as generous roll-over policies Application: Please submit a resume and cover letter online via our application portal. You may direct your cover letter to Shannon Weiss, Talent Acquisition Specialist. No calls please. Due to the high volume of applications, BlueHub Capital cannot return phone calls about the position and, regrettably, cannot notify applicants of the status of applications unless an interview is requested. BlueHub Capital is an Equal Opportunity Employer. As an Equal Opportunity Employer, we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender, gender identity, gender expression, age, national origin, ancestry, active military or veteran status, physical or mental disability, medical condition, pregnancy (which includes pregnancy, childbirth, medical conditions related to pregnancy and childbirth, and breastfeeding and expressing breast milk), genetic information, or other protected status in accordance with applicable federal, state and local laws. It is our goal to make employment decisions that further the principle of equal employment opportunity by utilizing objective standards based upon an individual’s qualifications for a specific job opening.

Who You Are: You have 5+ years of API Documentation and Integration experience under your belt and are looking for your next challenge in a hyper-growth, fast-paced, industry disrupting, SaaS company. You are excited to work with emerging technologies and modern tech stack with a collaborative team, where you will have a direct impact on the customer experience. This role will serve as the primary point of contact for partners integrating with our platform, ensuring seamless technical collaboration and exceptional documentation support. Does this sound like you? If so, keep reading and apply today! • Create, update, and maintain comprehensive API documentation, including guides, reference materials, integration manuals, and sample code., • Ensure that documentation is clear, accurate, and accessible to developers of all skill levels., • Collaborate with internal engineering teams to gather and distill complex technical information into user-friendly resources., • Act as a primary technical resource for partners, guiding them through integration processes and troubleshooting issues as they build against our APIs and SDKs., • Translate technical information into clear, non-technical terms for partners and vice versa, ensuring seamless communication between teams., • Provide hands-on support (boots on the ground) during partner onboarding and integration., • Develop tailored integration solutions, FAQs, and best practices to enhance partner success., • Maintain a feedback loop with partners to continuously improve the API documentation and integration experience., • Set up and manage environments for partners to test and develop their integrations, ensuring they have the necessary resources to succeed., • Test APIs and SDKs internally, validating functionality and performance before releasing updates to partners., • Collaborate on automating onboarding, troubleshooting, and other processes via the SDK., • Act as a bridge between the engineering, product, and customer success teams to ensure alignment and support for partner needs., • Provide input into API design based on partner feedback and integration challenges., • Continuously monitor and update API documentation based on new features, updates, or improvements to our platform., • Identify opportunities to streamline the integration process and improve partner satisfaction., • Stay current with industry best practices and trends in API documentation and integration strategies., • Lead efforts to automate key parts of the partner onboarding process, troubleshooting workflows, and API interaction on the SDK side., • Ensure smooth integration processes by standardizing API and SDK documentation based on industry standards (JSON, XML, Swagger, Postman, Python)., • Proven experience in writing and managing API documentation., • Experience working with external partners, developers, or customers in a technical support capacity (diagnosing, debugging, and fixing API issues)., • Strong understanding of RESTful APIs, Webhooks, and other API-related technologies and best practices., • Familiarity with data concepts like SFTP, JSON, XML., • Excellent written and verbal communication skills, with the ability to explain complex concepts clearly and concisely., • Familiarity with developer tools, version control systems (e.g., Git), and API documentation platforms (e.g. Swagger, Postman)., • Strong troubleshooting and problem-solving skills., • Ability to work independently and collaborate across teams in a remote environment., • [Preferred] Experience in the SaaS or mortgage industry., • [Preferred] Background in software development or a technical degree., • [Preferred] Familiarity with developer communities and partner ecosystems., • We are attacking a trillion-dollar market with gross inefficiencies and seeking to transform the way an entire industry operates, • We have an experienced leadership team that previously built large and impactful platforms, • Outstanding opportunity for professional growth and upward mobility, • Direct engagement with the decision makers and senior business leaders, • Competitive salaries, • 100% paid medical/vision/dental/disability/life insurance, • Flexible vacation, • Hybrid environment; 3x weekly in an innovation hub in San Francisco or Dallas.Let's get to know each other. has pioneered the next generation of mortgage capital markets technology with its cutting-edge, data-driven platform. Its enterprise-grade solutions, including the industry's only cloud-native, commercially scalable and first-of-its-kind _ platform, empower the nation's top banks, credit unions, and mortgage lenders to increase profitability, automate workflows, and revolutionize the loan officer and broker experiences. As a mortgage technology trailblazer, Polly is committed to driving meaningful value and ROI through best-in-class innovation that enables unlimited configurability, flexibility, granularity, and scalability. Polly was founded by a seasoned team of mortgage capital markets and technology experts and is headquartered in San Francisco, California. Recognized as a pioneer in mortgage capital markets, as well as in culture and career development, Polly was named to Forbes' America's Best Startup Employers in 2025. This evaluation was based on three key criteria: Employer Reputation, Employee Satisfaction, and Company Growth. To learn more, or visit . Polly is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, age, color, national origin, religion, sex, gender identity, sexual orientation, marital status, pregnancy status, disability status, veteran status, or any other legally protected status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Beware of recruitment scams impersonating the Polly brand or our employees. Our team communicates only through official Polly channels, and we will never ask for sensitive information over text or conduct text-only interviews. If you are ever suspicious or in doubt, reach out to us directly at _. We care deeply about this network and your experience.

The Marketing Systems Administrator’s primary role is to leverage all available tools and resources to support loan officers in their day-to-day marketing activities, particularly optimizing the use of Total Expert, the company’s CRM platform. The Key Mortgage Services Marketing Systems Administrator reports to the business unit’s Senior Director of Marketing and works closely with members of the organization’s Business Intelligence and Strategic Growth departments. This can be a fully remote or hybrid role based out of our Schaumburg, IL office. • Provide administrative support to the Marketing and Sales departments using platforms like, Total Expert, WordPress, MAXA, Facebook, Instagram, LinkedIn, YouTube, RatePlug, Google Business, multiple review sites, and Testimonial Tree., • Optimize the use of the company’s CRM, Total Expert, by obtaining an expert-level of knowledge about the system., • Serve as sole administrator of Total Expert within Key Mortgage, • Use the platform to help achieve specific company goals and objectives, • Play key role in leading projects related to launching new functionality and data enrichment within the platform serving as the primary contact between internal departments and vendor, • Build emails and program logic around email campaigns within the system, consider how each campaign will impact other email campaigns; test, launch, and train sales team, • Train loan officers on the system when they join the team and regularly as new features are introduced, • Provide reports on use and effectiveness of the system to help identify where the business is not meeting its goals, • Provide regular briefings on newest functionalities within the system, • Hold regular status meetings with the vendor and suggest new features based on Key Mortgage’s unique business, • Stay apprised of other vendors in the market, • Post daily to corporate social media accounts and monitor results., • Serve as a resource to sales team members when they run into functionality issues within marketing platforms., • Manage loan officer marketing onboarding., • Manage content changes to corporate websites., • Provide regular reporting on systems usage, orders, reviews, and Google Analytics for analysis and further optimization., • Bachelor’s degree in a related field is required, • 2-4 years of related work experience, • Excellent communication skills, both written and oral, • Strong interpersonal and customer service skills, • High attention to detail and experience with proofing and quality assurance, • Demonstrate a high level of initiative, and be able to work just as well independently, as well as in a team environment, with minimal direction, • Highly technical, with high degree of proficiency with Word, Excel, PowerPoint, and the Google Suite, • Basic HTML and CSS skills and an understanding of information systems required, • Experience with Google Analytics, • A team player, who is able to contribute by developing relationships, cross-training, and being able to back up other team members as needed, • Process oriented and very quality-minded, • Proactively seeks opportunities to increase knowledge, skills, and abilities, • Experience with Instagram, Facebook, LinkedIn, and other relevant social media platforms, • Ability to handle stressful situations and multiple deadlines under pressure, • Well organized with strong prioritization and project management skills, • Exceptionally positive attitude, and a desire to join a company with a culture driven by empowerment, support, and collaboration, • Medical, • Dental, • 401k with match, • PTO, • VTO

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

Employment: Full-Time Work Location: U.S.-Based (availability varies by state; some roles may require local market coverage) Compensation: Production-based (details provided by recruiter) Client: Confidential lender partner (hiring through The Mortgage Talent Network) The Role The Mortgage Talent Network is working with a lender partner to hire a Mortgage Loan Originator focused on residential lending. This role is for a relationship-builder who can generate business through referrals and community connections, consult with borrowers, and manage loan files through a compliant, well-communicated process. What You’ll Be Responsible For Build and maintain a consistent pipeline through referral relationships, community networking, and self-generated outreach Consult with borrowers to understand goals and recommend appropriate loan options Complete mortgage applications and collect supporting documentation Coordinate the loan file with internal operations partners to ensure smooth progression from submission through closing Review files for completeness and proactively resolve missing or inconsistent information Track key dates, set expectations, and provide timely status updates to borrowers and partners Follow all required compliance and regulatory standards applicable to mortgage origination Complete any required training/education and participate in team meetings as assigned What We’re Looking For 2 + years experience originating residential mortgage loans (required) Strong written/verbal communication and a consultative approach Detail-oriented, organized, and comfortable managing multiple active files Demonstrated accountability, follow-through, and ability to work independently Familiarity with common mortgage systems (LOS/AUS/CRM tools) is helpful Active NMLS registration or ability to meet NMLS requirements as applicable Education / Experience (Preferred) Bachelor’s degree or equivalent experience Your application has been successfully submitted! _

Competes mortgage loans by monitoring collection, verification, and preparation of mortgage loan documentation; scheduling and completing mortgage loan closing. Mortgage Loan Officer Job Duties: Accomplishes mortga

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives. Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with. We get you further, faster. Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow. On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead. Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust. What you'll do: • Generate residential mortgage applications for homebuyers in Montgomery, Bucks and Chester Counties, PA with a focus on low-to-moderate income homebuyers, • Develop and enhance current Realtor and COI relationships to build application referral sources, • Work with non-profits and participate in homebuyer education workshops in Bucks and Chester Counties, PA, • Develop productive working relationship with the Doylestown Branch team and other referral sources across the Bank What do you need? • Knowledge of PHFA, FHA, Conventional, VA and RD loan programs, • Good written and verbal communication skills, • High level of customer service skills, • Keep abreast of industry changes and updates, • Knowledge of regulations pertaining to residential mortgage originations such as, but not limited to, Fair Lending, Reg C, Reg Z, • Minimum of 3 years residential mortgage loan origination experience, • Bilingual in Spanish preferred Technology Skills: • Working knowledge of Microsoft Word and Excel, • Exposure to loan operating systems Encompass a plus Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. Diversity Statement: At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! This job is responsible for expanding client relationships by identifying opportunities to deepen existing relationships. Key responsibilities include advising on the client's financial needs and the full array of Private Bank's capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects. Job expectations include executing the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. 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 this position requires SAFE Act registration, employees are 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 disciplinary action up to and including termination. • Drives inflows of new business across all product lines (i.e., Credit, Assets Under Management, Deposit) into existing book of business, • Leads complex credit opportunities, including structured credit deals, • Grows book balances and Year over Year revenue, • Partners with and mentors Private Client Managers on more complex products and client relationships, • Acts as Chief Operating Officer for the client team, coordinating relationship management activities and managing successful delivery of Branded Client Experience to support client satisfaction, • Encourages use and adoption of digital capabilities to enhance the client and client team experience, • Builds relationships with internal and external partners and centers of influence, • 15+ years' experience in private banking (ultra high-net-worth space), business development and relationship management, • Significant knowledge of banking and credit: general understanding of investments, trust and wealth transfer, • Solutions oriented; sales and financial aptitude a must, • Present to clients a holistic approach, leveraging the entire Private Bank platform, • A high touch, client-focused individual with exceptional interpersonal skills, • A leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client and team, • Excellent ability to work in team environment, • Ability to influence; proactively asks for and closes business, • Must be a skilled negotiator, • Ability to work and identify the need for team specialists; collaborate closely with other team members, • Takes on a leadership role on the team and within the business community, • Series 7, 63 and 65 (or Series 7 and 66) required; unlicensed candidates may be considered if willing to obtain licenses within a standard time frame of 90 days per exam after the first working day in this position, • MBA or Post-Graduate Degree preferred, • CFP, CPA, CFA, CTFA, CFM or JD a significant plus, • Client Management, • Client Solutions Advisory, • Loan Structuring, • Relationship Building, • Risk Management, • Active Listening, • Analytical Thinking, • Oral Communications, • Referral Management, • Underwriting, • Account Management, • Attention to Detail, • Collaboration, • Decision Making, • Financial Analysis High School Diploma / GED / Secondary School or equivalent 1st shift (United States of America) 40 US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$110,000.00 - $200,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Tomo is seeking mortgage loan officers (Loan Advisors) that meet the above criteria to help evolve the home buying experience into a customer-centric, streamlined, tech driven process and re-write the playbook for others to follow. Knowledge of Desktop Underwriter (DU) & Loan Prospector/Loan Product

We encourage successful traditional mortgage loan originators to apply. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. Reverse Mortgage Loan Officer Development Program.

Community Lending Mortgage Banker. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. Community Loan Officer duties include outside sales activities to cultivate new business and exp

The Licensed Loan Officer Assistant works directly with CCM customers, loan officers, and processors to ensure a positive customer experience and facilitate timely loan closings. The Licensed Loan Officer Assistant provides support to CrossCountry Mortgage, LLC's ("CCM") mortgage loan officers in th

This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities,. The Mortgage Lending Officer role is a devel

Coordinate and review loan documentation for loan closing. Originate and generate new mortgage loans. Provide complete loan applications to processing personnel.

Tomo is seeking mortgage loan officers (Loan Advisors) that meet the above criteria to help evolve the home buying experience into a customer-centric, streamlined, tech driven process and re-write the playbook for others to follow. Knowledge of Desktop Underwriter (DU) & Loan Prospector/Loan Product

Origination mentor assigned to new Loan Officer by branch who funds more than 2 loans/month (see PRMG Loan Officer Mentor Agreement). Verifies, compiles, and inputs application information for mortgage loans. Discuss and advise the client of their home loan options.

Leadling is searching for experienced Mortgage Loan Officers ready to take control of their business with a 100% commission role. Ideal candidates include active Mortgage Loan Officers, self-sourced producers, and professionals looking for better compensation.

A mortgage service provider is seeking an Associate Mortgage Loan Officer for a part-time, fully remote role. Ideal candidates will possess skills in relationship management and have experience in mortgage loan processes. Responsibilities include taking mortgage loan applications, supporting busines

Magnolia Bank is seeking a Mortgage Loan Officer to work remotely, focusing on originating mortgage loans and ensuring compliance with federal regulations.

Atlantic Coast Mortgage LLC is looking for an experienced Loan Officer Assistant to support the loan origination process along with a designated Loan Officer. Candidates should have at least 2+ years of mortgage experience, particularly with VA, Conventional, and FHA loan types.

Benefits to eligible employees include: Health Insurance Life Insurance 401(k) Retirement Plan Disability Insurance Flexible Spending Account Paid Holidays Paid Time Off Qualified Candidates will be responsible for: Originating mortgage loans Complying with all Federal regulations concerni

Leadling is seeking experienced Mortgage Loan Officers to maximize their earnings and gain full control over their business in a 100% commission position. Ideal candidates include active Loan Officers and self-sourced producers looking for higher compensation.

Primary Residential Mortgage is looking for a motivated Loan Officer to join our retail team in Georgia.