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Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Investment Advisor within the PNC Private Bank organization, you will be based in Austin, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Manages accounts in accordance with investment objectives that have been developed with the client. Depending on line of business, may provide specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy., • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results. Maintains expert level knowledge of complex investment and asset management strategies., • Responsible for maintaining and growing assets under management. Additionally supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client., • Executes risk management practices through the adherence to PNC's policies and procedures. May help provide direction to investment professionals. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsAccountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management CompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling Work ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Relationship Strategist within the PNC Private Bank organization, you will be based in Austin, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing exceptional client experience. Has a book of business that typically consists of the largest and/or most complex and sophisticated client relationships. May assist the directors in developing team members., • Coordinates with team to determine action plan through thorough discovery of client needs to deliver an exceptional client experience. Consistently reviews needs assessment with clients to determine changes. Has working knowledge of all business segment capabilities and offerings. Ensures a strong client commitment and advocacy by delivering proactive and responsive service to meet client goals. Holds team accountable for deliverables., • Held accountable for the growth of their book of business through client expansion and new client acquisition. Develops and executes strategies for proactively sourcing new relationships for the bank. Owns communication and contact with existing clients to ensure expansion opportunities are captured. Consistently seeks ways to expand his/her external network for business development., • Manages risk through appropriate client selection and ensures that our service delivery is consistent with the fees being charged. Works with risk partners to escalate client concerns to bring about quick resolution. Has well developed knowledge of partner offerings to make business-appropriate introductions. Is accountable to partners for follow up and client communication after initial introduction., • Maintains timely, accurate and complete sales/client relationship management administration tasks as determined by the business. Ensures the execution of team processes, such as pre-call planning, post-call debriefs and relationship reviews. May train, coach and/or mentor other team members. May participate in special projects to strengthen the overall business. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBook Of Business, Client Relationship Building, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities CompetenciesCustomer Experience Management., Customer Service Management, Decision Making and Critical Thinking, Effective Communications, Influencing, Managing Multiple Priorities, Products and Services, Selling., Understanding Customer Needs, Value Selling Work ExperienceRoles at this level typically require a university / college degree. Higher level education such as a Masters degree, PhD, or certifications is desirable. Industry relevant experience is typically 8+ years. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Profile Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Banking Advisor III within the PNC Private Bank organization, you will be based in Austin, TX. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description • Identifies and provides guidance and advice on appropriate credit and cash management solutions for current and prospective high-net worth clients as part of a broader Private Banking team. Meets with internal and external clients to introduce and sell AMG banking products and services., • Proficient at building relationships with internal and external partners, clients and COIs. Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency., • Proficient in the origination, financial analysis, negotiation and documentation of credit and non-credit banking products and services. Manages/monitors book of business to ensure client satisfaction, client retention and expansion of sales revenue., • Demonstrates strong ability to analyze, evaluate and mitigate credit risk for complex credit requests by utilizing knowledge of advanced credit fundamentals and internal credit policies., • Provides leadership and mentoring to junior members of team. Ensures compliance with current banking policies and regulations. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Qualifications Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Preferred SkillsBook Of Business, Client Satisfaction, Customer Retentions, Financial Management, Financial Performance, Portfolio Management, Sales Process CompetenciesClient Relationship Management, Decision Making and Critical Thinking, Effective Communications, Managing Multiple Priorities, Problem Solving, Products and Services, Selling. Work ExperienceRoles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. EducationBachelors CertificationsNo Required Certification(s) LicensesNo Required License(s) Benefits PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com. Disability Accommodations Statement If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. Equal Employment Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. California Residents Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Product Marketing Manager is responsible for driving initiatives that shorten the sales cycle through enhanced brand awareness and compelling storytelling, with a specific focus on the mortgage sector.This role requires developing educational materials, clearly articulating MeridianLink’s unique v

Remote (ET & CT time zones only – some travel required) Clasp is a venture-backed, mission-driven startup transforming access to education and career pathways. We are revolutionizing the way employers attract and retain critical talent and the way colleges and universities support their students through education financing — all while tackling the student debt crisis. (Yep, we think BIG.) We like to think of ourselves as more than a fintech; we're a catalyst for economic mobility. A Forbes Fintech 50 company, portfolio company of SHRM (Society of Human Resource Management — the largest HR organization out there!) and recipient of "Startup of the Year" by StartUp Boston, Clasp is driven by our commitment to social impact and innovation. Clasp Talent helps healthcare employers attract and retain critical talent by connecting them with diverse candidates and using student loan repayment as a powerful recruiting and retention tool. We meaningfully connect employers, educational institutions, and learners to drive mutual benefit. Clasp Finance equips colleges and universities with lending technology to launch and operate their own private student loan programs, enabling schools to step in and support their students directly with financial aid. Recent federal financial aid changes are reshaping how institutions think about supporting their students, and Clasp Finance is poised to meet this moment. Join us on our journey to give power to learners and unlock fulfilling careers that drive positive change in their communities and beyond. Clasp is looking for a Senior Product Manager to drive product experiences for our student lending business (Clasp Finance) as our business experiences unprecedented growth. Clasp Finance is the platform we sell to colleges and universities so they can stand up and operate their own private student loan programs — supporting their students with institutional financial aid at a time when federal aid alone is no longer enough. In this role, you will own the product strategy and roadmap for Clasp Finance, including our in-house loan origination system, our proprietary credit models and the tooling we use to monitor and report on the servicing of our loans. You will inherit a platform that has earned real traction with schools and is actively powering Clasp Finance's growth. Your charge is to take it to the next level — deepening the feature set, scaling its foundations, and shaping the enterprise-grade system that will anchor Clasp Finance's continued expansion. You will report to the Director of Product, who oversees both Clasp Talent and Clasp Finance product areas and work closely with the General Manager of Clasp Finance. Own the Clasp Finance Roadmap: Set and drive the product strategy for Clasp Finance, partnering with engineering, sales, lending operations, credit, and compliance to deliver a platform that meets the needs of school customers and the borrowers they serve. You will be accountable for both the borrower-facing application experience and the school-facing administrative tooling and reporting. Scale to Enterprise Grade Reliability: Partner with engineering to define reliability and scalability requirements, and help prioritize technical investment against customer and business needs. Engage Schools as Customers: Work directly with financial aid offices, bursars, treasury teams, and IT leaders at colleges and universities to understand how they want to operate their loan programs. Translate those needs into product requirements that work across diverse institution types — from large state universities to small private colleges to professional schools. Own the Borrower Experience: Design application flows, underwriting decisioning experiences, disclosures, co-signer flows, identity verification, and funding and disbursement processes that are both compliant and intuitive for students and their families. Establish Servicing Oversight Tooling: While Clasp does not service its loans directly, we are accountable to our school customers for how that servicing performs. Define the monitoring, reconciliation, and reporting tools that give Clasp and our schools clear visibility into portfolio performance, borrower outcomes, and servicer SLAs. Partner with Compliance and Legal: Treat regulatory requirements as a design constraint from the outset. Work closely with legal and compliance on TILA, ECOA, state licensing variation, adverse action handling, fair lending, and the full range of obligations that come with originating consumer credit. Deliver Reporting that Schools Can Act On: Design the dashboards, exports, and ad hoc reporting that school CFOs, financial aid leaders, and boards need to understand how their loan programs are performing — across vintages, approval rates, charge-offs, repayment trends, and other key portfolio metrics. Experience: 5+ years in product management, with meaningful time spent on lending, credit, or loan origination products. You have shipped in regulated domains. Lending Domain Depth: Direct experience with origination flows, underwriting, decisioning, identity verification, disclosures, e-sign, and funding. Student lending experience is a strong plus, but consumer lending experience across personal loans, auto, mortgage, or BNPL with underwriting translates well. Pattern Recognition Across Stages: You have taken a lending product from early-stage to enterprise grade, or you have worked at a lender that made that transition and you understand what it required. You are comfortable with ambiguity and recognize what excellence looks like at scale. Regulatory Instinct: You have a deep respect for compliance and have partnered closely with legal and compliance teams on consumer credit products. You understand state-by-state licensing variation, fair lending considerations, and how to design products that hold up under scrutiny. Data Fluency: Loan origination is a data-heavy product. You are conversant in credit bureau data, decisioning logic, vintage analysis, and portfolio performance metrics, even if you are not the one building the underlying models. Cross-Functional Leadership: Demonstrated ability to align engineering, compliance, sales, and operations partners around a shared roadmap and drive execution across functions. B2B and B2C Sensibility: You can hold both the borrower and the institutional customer in your head at once. You have either sold to or built for institutional customers before, or you have a strong instinct for how it differs from pure consumer product work. Communication Skills: Strong verbal and written communication, with the ability to explain complex ideas to both technical and non-technical stakeholders, including executive leadership and external school customers. Strategic Thinking: Ability to leverage both qualitative and quantitative data to inform product decisions, and to make confident calls under uncertainty. Competitive cash and equity compensation Health benefits (health, dental, & vision) Student loan repayment benefits 401k matching Commuter benefits Flexible PTO policy Opportunities to grow and perform in a fast-paced environment alongside a stellar team. The salary range for this position is competitive and will be commensurate with the candidate's experience, qualifications, and industry knowledge, ranging between $140,000 to $170,000 annually. In addition to the base salary, we offer an attractive equity component as part of our compensation package, providing an opportunity for eligible employees to share in the success and growth of our company. We are committed to offering competitive compensation and benefits packages to attract and retain top talent. If you are a driven product leader with deep lending expertise and a passion for building systems that meaningfully serve the people who rely on them, we want to hear from you. Join us in reshaping how schools support their students and making a lasting impact on the future of higher education financing. Apply now to be part of our growing team! To ensure smooth collaboration with the Boston-based team, we are limiting to Eastern/Central timezones with the expectation that it will be Boston hours. Additionally, they must be within 1 hour of a medium hub/ large airport with multiple daily flights to Boston. We are targeting the broader New England area to start as we expect that the candidate to have frequent travel to Boston for onboarding and ongoing collaboration. We are committed to creating a diverse and inclusive workplace where all employees feel valued, respected, and empowered to contribute their unique perspectives and talents. Clasp is an equal opportunity employer and prohibits discrimination and harassment of any kind. We embrace diversity and are dedicated to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/CareersiteFAQ-1758133253710.pdf) If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (careers@truist.com?subject=Accommodation%20request) (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. • Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. • Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. • Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. • Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. • Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. • Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types Good organizational, written and verbal communication skills Possesses solid interpersonal and negotiation skills Demonstrated proficiency in relevant computer applications Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. Previous sales awards and leadership positions. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Frequently (25% - 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site (https://benefits.truist.com/) . Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law (https://www.eeoc.gov/sites/default/files/2022-10/EEOCKnowYourRightsscreenreader10_20.pdf) E-Verify (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/E-VerifyParticipationPoster-1757074518541.pdf) IER Right to Work (https://pp-cdn.phenompeople.com/CareerConnectResources/prod/TBJTBFUS/documents/IER_RightToWorkPoster-1757074222028.pdf)

Job Description Job Title: Loan Officer All locations in licensed states: AL, AR, CO, FL, GA, LA, MI, MS, NM, OK, TN, TX, WA, OH Job Summary: This position is responsible for selling mortgage loan products and services to residential mortgage clients. Full-time, reports to Branch Manager. About Us: Headquartered in Austin, TX, LoanPeople is founded by mortgage industry veterans and offers award-winning in-house service from application to closing. Our keys to success include a proprietary marketing system developed by a top producer, heavy investment in the latest and best technology that is customized for best practices, and a flat organizational structure that keeps corporate costs down. People are at the heart of what we do, and we are growing fast and building our team quickly! We offer competitive salary, health insurance, 401(k), paid time off, and a casual work environment. Visit https://loanpeople.com to learn more. Key Responsibilities • Be organized and manage own schedule, • Be accessible to clients and team members and return calls same day, • Solicit required documentation from applicants, • Accurately analyze complex financial statements, • Advise and recommend to clients regarding various mortgage loan products based on their individual circumstances, • Review interest rates as needed and lock all loans with borrowers in accordance with secondary marketing pricing and rate lock policies and procedures, • Build rapport and maintain open lines of communication with prospective/current clients, builders, realtors, and title agents and provide outstanding customer service, • Provide prequalification letters in accordance with regulatory requirements, • Meet or exceed established sales goals as determined by branch manager, • Participate in weekly pipeline meetings with processors, • Assist loan processing and closing departments to facilitate accurate and expeditious processing and closing of loans Requirements • Strong proficiency in Microsoft Office (Outlook, Word, Excel) and Adobe Acrobat, navigating the internet, and generally tech savvy, • Demonstrated track record of effective, proactive, and precise verbal and written communication, • Detail oriented, organized, and able to prioritize, multi-task, manage time, problem solve, and work independently in a fast-paced environment, • Self starter willing to take initiative and be resourceful in identifying and owning issues and producing effective results, • Strong mathematical and analytical abilities, • Good judgment and the ability to handle confidential information, • Professional, friendly, courteous, positive, collaborative, and client-centric spirit that embraces diversity and inclusion LoanPeople is an equal employment opportunity employer.

Job Description Under the direction of the Accounting Manager, the Senior Accountant oversees the balancing of all loan, share, and cash management accounts within the Episys Symitar core system, as well as CUSO accounting and reporting and assigned regulatory reporting for United Heritage Credit Union. This role manages assigned general ledger accounts to ensure accurate and timely reconciliations and researches and resolves discrepancies as they arise. The Senior Accountant also serves as a key operational resource to the accounting team by acting as a point of escalation, providing guidance on complex issues, and supporting day-to-day workflows. What You'll Get To Do: • Assist the Accounting Manager in monitoring departmental data metrics to ensure key performance indicators (KPIs), service levels, and deadlines are met., • Support the Accounting Manager in ensuring compliance with GAAP standards and internal controls; escalate identified issues as appropriate., • Analyze accounting procedures, identify discrepancies, trends, and process gaps, and recommend enhancements to improve efficiency, accuracy, and overall operational effectiveness; assist in developing and maintaining procedures and job aids., • Serve as the first point of escalation for accounting staff, providing guidance on complex reconciliations, general ledger discrepancies, adjusting entries, and transaction-related inquiries; ensure timely research, resolution, and appropriate escalation to the Accounting Manager., • Support day-to-day accounting operations, including reconciliation completion, general ledger integrity, and month-end close processes., • Promote positive working relationships with team members and internal departments while modeling professionalism and accountability., • Manage the balancing of loan and deposit core accounts and perform timely reconciliation of daily transactions to the general ledger., • Coordinate and execute general ledger configuration and reconciliation procedures related to new Credit Union product implementations., • Reconcile daily teller activity to the general ledger and ensure prompt investigation and resolution of variances., • Responsible for the preparation of assigned CUSO financial reports, financial statement preparation and analysis, and various other reports as assigned., • Perform monthly reconciliation of group medical insurance accounts with third-party providers and ensure accurate reconciliation of related disbursements, including initiating stop payments on stale dated items, as necessary., • Manage the balancing of FRB, FHLB, Brinks, and all corporate cash accounts., • Monitor and reconcile branch staff cash account balances, ITMs, and cash recyclers, including any needed corrections., • Perform daily balancing of real estate loan disbursements and Cenlar onboarding activity for the Real Estate Lending Department. Reconcile daily and monthly real estate loan sales to third party purchasers, and balance daily Cenlar financial reports, cash management activity, and related general ledger clearing accounts., • Utilize established internal controls to ensure reliable financial records, operational efficiency, and financial reporting is in compliance with GAAP and regulatory requirements., • Assist auditors and examiners in reviewing the financial accounts of the Credit Union and CUSOs and provide required accounting information and documentation, as applicable., • Maintain current and relevant working knowledge of accounting best practices, GAAP, general ledger accounts, accounting spreadsheets, and banking operations. The Position's Requirements Include: Minimum Qualifications • Accredited Bachelor's degree in Accounting, Finance, or another related field., • 4+ years of demonstrated GAAP accounting experience with progressive responsibilities related to general ledger entries, reconciliation, and balancing techniques., • Knowledge of advanced financial accounting practices and procedures, GAAP and regulatory reporting., • Demonstrated experience and ability to work with a variety of internal and external clients providing effective interpersonal communication and team skills., • Understanding of MS Office Suite with proficient technical and computer skills; ability to navigate quickly and accurately within various computer programs. Preferred Qualifications • 5+ years of demonstrated GAAP accounting or deposit operations experience in a credit union or bank setting with progressive responsibilities related to consumer and/or mortgage lending., • Experience with Episys Quest (Symitar)., • Knowledge of Credit Union federal and state rules and regulations. About United Heritage Credit Union: The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.7 billion in assets, more than 78,000 members, 11 branch locations, and approximately 270 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community. UHCU Offers: • Competitive Benefits Package, • 401(k) options (Pre-Tax and/or Roth), • Generous paid time off (PTO), • Education Reimbursement Program, • Opportunity to Advance! Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!

Job Description Job Title: Branch Manager All locations in licensed states: AL, AR, CO, FL, GA, LA, MI, MS, NM, OK, TN, TX, WA, OH Job Summary: This position is responsible for managing a branch and a team of loan officers, as well as selling mortgage loan products and services to residential mortgage clients. Full-time. About Us: Headquartered in Austin, TX, LoanPeople is founded by mortgage industry veterans and offers award-winning in-house service from application to closing. Our keys to success include a proprietary marketing system developed by a top producer, heavy investment in the latest and best technology that is customized for best practices, and a flat organizational structure that keeps corporate costs down. People are at the heart of what we do, and we are growing fast and building our team quickly! We offer competitive salary, health insurance, 401(k), paid time off, and a casual work environment. Visit https://loanpeople.com to learn more. Key Responsibilities • Manage operations and budget of branch office, • Recruit, evaluate, and select branch personnel, including loan officers, operations staff, processors, and other mortgage professionals, • Establish sales goals that staff members are expected to accomplish, then supervise and help them be successful, • Work with branch loan officers to build volume and realtor relationships, • Maintain all required licenses and registrations, including NMLS, • Ensure branch pipeline is proactively monitored and managed, • Ensure team loan officers follow all policies and procedures so that all loans are quality products and in compliance with regulatory and investor requirements, • Promote behavior that is consistent with LoanPeople stated values, • Support corporate office in follow-up of trailing documents as needed, • Formalize sales strategies, forecasts, and reports as necessary, • Train and manage loan officer team in accordance with company standards, • Review compensation calculation worksheets, modifying branch efforts to keep results in line with expectations, and preparing and submitting periodic production projections in accordance with company policies and expectations, • Market and promote company with business partners and referral networks such as realtors, with strong attention to reputation management, • Expand company market share, • Participate in regular meetings with leadership to provide feedback for company improvements Requirements • Strong proficiency in Microsoft Office (Outlook, Word, Excel) and Adobe Acrobat, navigating the internet, and generally tech savvy, • Demonstrated track record of effective, proactive, and precise verbal and written communication, • Detail oriented, organized, and able to prioritize, multi-task, manage time, problem solve, and work independently in a fast-paced environment, • Self starter willing to take initiative and be resourceful in identifying and owning issues and producing effective results, • Strong mathematical and analytical abilities, • Good judgment and the ability to handle confidential information, • Professional, friendly, courteous, positive, collaborative, and client-centric spirit that embraces diversity and inclusion LoanPeople is an equal employment opportunity employer.

Job DescriptionAbout GoodLeap:GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. Position Summary GoodLeap is seeking a Senior Salesforce Developer to support the ongoing enhancement of GoodLeap’s Salesforce platform. Sitting together on the Consumer Solutions and Mortgage Sales squad, this role will support either Mortgage Sales or Consumer Solutions enhancements respectively. Salesforce developers on our team work closely with the Solution Analyst, Engineering Manager, peer developers, and peer technology teams to design, develop, and deploy new or enhanced functionality across two instances of Salesforce. The person in this role will develop solutions using a mix of custom code and low-code development, utilizing declarative tools when possible. Engineers who fit our team take ownership of their work end to end, are highly curious, very engaged, and work to continuously hone their skills and continue learning. This is a hybrid role reporting one day a week into the nearest tech hub. Essential Job Duties and Responsibilities • Serve as one of the developers for two Salesforce environments supporting 1000+ users (Service Cloud, Sales Cloud, Financial Services Cloud, Experience Cloud), • Develop & implement Technical Designs for development projects using a combination of out of the box features and custom code., • Architect enhancements to data model and data flow., • Build custom apps and objects, flows, custom views, and other content of intermediate complexity., • Continually assess the impact of new requirements on Salesforce and on all upstream and downstream applications, systems and processes., • Complete evaluation, scope and deployment of new development requests, using APEX code, Visualforce, LWC, Aura, Data Cloud, Agentforce, Omnistudio, and Experience Cloud portal., • Collaborate with developer team members by participating in refinement sessions, technical discussions, and independently performing code reviews., • Observe health of services, perform system audits, prepare for upgrades, manages data feeds and other integrations as applicable., • Act as the liaison between our users, vendors and the application development teams; Works independently and collaboratively alongside the Solution Analyst and Engineering team members.Required Skills, Knowledge and Abilities, • Minimum 8+ years of experience as a Salesforce Developer, including proven experience performing as a Senior Developer, • Salesforce Platform Developer 1 Certified required, • Advanced experience with low-code Salesforce capabilities, • Proficient with Salesforce Lightning Design System, Apex, LWC, Visualforce,, • SOQL/SQL, and JavaScript, • Experience developing and managing API Integrations, MuleSoft experience desired, • Experience with Git, Github, and CI/CD, • A demonstrated ability to understand and articulate requirements, • Demonstrated ability to meet deadlines, handle and prioritize simultaneous requests, and manage laterally and upwards, • Proactive, creative and analytical thinker with strong problem-solving skills with a bias toward action, • Must demonstrate exceptional verbal and written communication skills and ability to communicate effectively at all levels of the organization, • Ability to coordinate work with geographically dispersed project team – Zoom/ Slack/ Email connectivity & presence balanced with the ability to get things done is required., • Proven ability to design and implement new processes and facilitate user adoption, • Experience working with large data sets and bulkification, • Previous experience working in a SCRUM or agile environmentPreferred Qualifications, • Hands-on experience with Financial Service Cloud, • Experience with Agentforce, Data Cloud, MuleSoft, and Omnistudio capabilities, • Background in green energy, financial services, mortgage, or payment solutions, • Additional Salesforce certifications e.g. Certified Agentforce, Salesforce, • Administrator, Certified Javascript Developer preferred, • Bachelor’s degreeIn addition to the above compensation, this role may be eligible for a bonus. Additional Information Regarding Job Duties and Job Descriptions: Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law. If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today! We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Company Background: Ownwell has developed a leading end-to-end property tax solution that is purpose-built for SFR and CRE investors, operators, and property managers. We have brought Data Science and Machine Learning to a space that is ripe for disruption. We combine a best-in-class technology stack with local market expertise to reduce expenses, increase Net Operating Income, and drive operational efficiency for both our institutional clients and individual homeowners. Ownwell's solution ensures you have the necessary tools, resources, and information to confidently manage your property taxes. Ownwell has been recognized both in Austin and Nationally, as a top workplace by the likes of Fortune, BuiltIn, Inc, and Best Places To Work. We are well-funded and venture-backed by some of the best investors in the world such as First Round Capital and Bessemer Venture Partners. Our customer base has grown by more than 300% year-over-year with exceptional feedback demonstrating clear product market fit. We are looking for driven and passionate team members who thrive in a collaborative, positive culture where we all win together. If this sounds like the place for you, come help us change the way everyday homeowners manage their real estate across the country. Our Culture People are our superpower! Centered in everything we do is a true sense of team. We listen and we learn from each other. We are on this rocketship together and embrace a fast-paced, truly collaborative environment. We are here to win as a team and as a company. We've brought together General Appraisers, Certified Public Accountants, Property Tax Consultants, Data Scientists, PhDs, best-in-class customer support representatives, and more to deliver top results for our customers. Our core values are our guiding principles in everything we do • Customer Obsession, • Take Ownership, • Do The Right Thing, • Go Far Together, • Accelerate InnovationMeet the Partnerships Team: Ownwell's partnerships team is a lean, high-performing group that drives an increasing proportion of Ownwell's growth. We recruit, activate, and manage relationships across the real estate and financial services ecosystem—from mortgage servicers and proptech platforms to regional brokerages and property management companies. We're builders who thrive on closing deals, launching creative partnerships, and seeing our partnerships translate into real revenue and customer growth. The Role: We're looking for a Business Development Manager to join our Partnerships team and drive growth by recruiting, closing, and activating new channel partnerships across the real estate ecosystem. This role will be responsible for building pipeline, negotiating deals, and ensuring new partners launch successfully. You'll own the full cycle from prospecting through activation and enablement. You'll work closely with the Head of Partnerships to execute on our partnership strategy, while partnering cross-functionally to ensure seamless partner onboarding and campaign launches that drive measurable revenue impact. Responsibilities: • Build and manage a robust pipeline of qualified partnership opportunities through outbound campaigns, conferences, referrals, and industry research., • Lead end-to-end deal cycles, including recruitment, discovery, negotiation, contract execution, and onboarding., • Own partner activation by working with new partners to launch co-marketing campaigns, enablement programs, and referral initiatives that drive customer acquisition for Ownwell., • Develop partner-facing materials, including training decks, marketing assets, and sales collateral, to ensure partners can effectively promote Ownwell to their audiences., • Monitor partner performance and proactively engage to optimize referral volume and conversion rates., • Identify and execute on reactivation opportunities with dormant partners to bring them back to productivity., • Represent Ownwell at industry events, conferences, and networking opportunities to build brand awareness and source new partnerships., • Drive partner-sourced customer acquisition and revenue growth through new partnerships, partner activations, and reactivations.Competencies:, • 2-5 years of experience in business development, partnerships, sales, or account management, ideally in B2B2C or channel partnership models., • Proven track record of prospecting, closing deals, and driving revenue through partnerships or sales channels., • Experience in real estate, proptech, fintech, or property management is a strong plus but not required., • Exceptional relationship-building and communication skills with the ability to influence, negotiate, and build trust with partners at all levels., • Entrepreneurial and scrappy with a comfort in ambiguity, taking ownership of outcomes, and figuring out how to get things done in a fast-paced startup environment., • You love prospecting, building a pipeline, and closing deals. The chase energizes you, and you thrive when you have aggressive targets to hit., • You move quickly from strategy to action. You don't wait for perfect—you launch, learn, and iterate., • You understand that partnership success requires enablement, not just contracts. You're invested in helping partners win, so Ownwell and our customers win., • You collaborate effectively across functions and understand that partnership success requires strong internal alignment. Ownwell offerings • Entrepreneurial culture. Own your career; we are here to support you in the journey., • Access to First Round Network to build your community outside of Ownwell., • Flexible PTO. We believe in giving you the flexibility to own your time off. In addition to flexible time off, you will get 11 company holidays. We offer the last week of the year to recharge and reset., • Competitive health benefits. We care for you and your family's health, as reflected in our benefits coverage., • Learning support through a $1,000 stipend per year to enable investing in your individual learning needs., • Supporting parental journey. We offer up to 16 weeks of fully paid parental and bonding leave to support your journey as a new parent., • As applicable complimentary real estate and tax consulting licensing and renewal Ownwell's vision is to democratize access to real estate expertise. When we say we want to provide access, we mean providing access to everyone. To do that well, we need a team that's broadly representative. We welcome people from all backgrounds, ethnicities, cultures, and experiences. Ownwell is an equal opportunity employer. We do not discriminate on the basis of race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other status.

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