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Job Description We are an established, women-owned and women-led wealth management firm based in Rochester, New York with approximately $140 Million in assets under management. Specializing in retirement income planning and comprehensive wealth management, we work hand in hand with our clients to create sustainable income strategies designed to support a confident and comfortable retirement. With a consultative approach, we provide highly personalized guidance tailored to each client’s goals and resources. We evaluate each client’s full financial picture, including Social Security, pensions, investments, tax considerations, and estate planning to build thoughtful, long-term strategies. As a firm, we place strong emphasis on both client relationships and team well-being, creating an environment that is supportive, cohesive, and collaborative. We are a small and dedicated team, and every team member goes above and beyond to deliver an exceptional client experience. The Client Service Associate will serve as a key point of contact for clients and provide support to the lead advisor, helping to ensure that every aspect of the client experience runs smoothly and efficiently. This includes facilitating and maintaining ongoing client support, answering general inquiries, handling various client matters, researching and resolving client service issues, preparing required documents, and performing administrative and operational tasks such as opening new accounts, processing distributions and money movements, updating beneficiaries, and maintaining accurate client records. You are a critical thinker who anticipates subsequent events and approaches your work with care and accuracy. You have an unwavering ability to figure things out, have a high emotional IQ, love learning, and are always finding ways to improve and expand your impact. The ideal candidate has some working knowledge of industry software, systems, and processes. For those who do not have prior experience in wealth management, we are prepared to train to get you up to speed, and we just need you to bring your excitement and willingness to learn. General Responsibilities: • Greet and welcome clients in a friendly and professional manner in person and over the phone, • Answer, screen, and route phone calls, assisting clients directly or taking messages as appropriate, • Prepare and ensure new account paperwork is successfully submitted, which includes preparing forms, obtaining appropriate signatures, preparing documentation to upload, and coordinating rollovers, • Handle routine matters for client accounts, including processing name and address changes, beneficiary changes, bank authorizations, and answering client questions, • Track outstanding client service items; proactively address outstanding issues and provide updates, • Correspond with clients to resolve client service challenges as they arise, • Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is securely stored, • Assist in preparation for client meetings and calls; send out agendas and prepare materials, including client illustrations, graphs, charts, reports, etc., • Support the lead advisor with processes related to prospective clients, • Schedule meetings and manage calendars for the lead advisor, • Provide occasional overflow support to the client coordinator, • Perform various miscellaneous administrative, client service, marketing, and general office management tasks as assigned Qualifications: • Bachelor’s degree highly preferred, or equivalent work experience, • 1-3 years of progressive experience in wealth management highly preferred; candidates with experience in similar financial services environments, such as accounting, banking, investment operations, insurance, or mortgage industry roles with a focus on processing are also encouraged to apply, • Knowledge of industry-specific software preferred; familiarity with Redtail, eMoney, Osaic Broker Dealer Systems, Pershing, and AssetMark is a plus, • Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required, • Excellent follow-through and communication regarding status of open items, • Strong time management skills; ability to prioritize and coordinate multiple work assignments and deadlines efficiently despite frequent interruptions, • Excellent interpersonal and communication skills; ability to communicate in a pleasant, tactful, and effective manner (both orally and in writing), and to handle difficult, sensitive issues, • High level of professionalism and confidentiality, with a strong attention to detail Compensation & Benefits: This is a full-time, W-2 position. Base compensation ranges from $47,000 to $52,000, depending on experience, with potential for higher compensation for candidates with direct industry experience. Additional benefits include bonus potential, health insurance, Simple IRA, paid time off, paid holidays, and more.

Job DescriptionDescription: HUNT Mortgage is seeking an ambitious and results-driven Mortgage Loan Officer to join our team of highly motivated Mortgage Consultants. Ideal candidates for our team will be experienced in relationship management to assist clients and provide excellent support throughout the home-buying process. Additionally, Mortgage Consultants must keep up with mortgage loan trends and developments and are well-connected to other financial institutions, lenders, and advisors. In this role, your ultimate goal is to help clients realize and meet their financial goals by responsibly advising them throughout the mortgage loan process, from application to closing. You will be a great fit for our team if you can swiftly identify customer needs, meet loan production goals, and work to ensure customer satisfaction. Primary Functions: • Meet with loan applicants to identify their needs, collecting information for loan applications, and guiding them throughout the entire loan process, • Assists clients with completion of mortgage applications, inspecting completed documents for accuracy and thoroughness, • Review financial information from all relevant parties to determine eligibility, • Submit loan applications in a timely manner, monitoring active loan files on a regular basis, • Prepare thorough and timely pre-qualifications, • Counsel applicants and resolve any loan-related issues that may arise, • Originate and evaluate mortgage loans in compliance with Company guidelines and standards as well as federal, state, and local regulations, • Build relationships with our Real Estate Sales Professionals, including visiting and attending Real Estate Branch meetings on a regular basis, • Outstanding interpersonal skills, • Excellent oral and written communication skills, • Customer service-oriented, • Proficiency in current office technology (Microsoft Office, Google Workspace, etc.), • 1-3 years of experience as a mortgage loan officer required, • High School Diploma or equivalent required, • Thorough knowledge and understanding of all local, state, and federal mortgage loan regulations required, • Prolonged periods sitting at a desk and working on a computer, • Must be able to push, pull, and lift up to 15 lbs. This job description is not an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job; require that other or different tasks be performed as assigned; and/or make reasonable accommodations so that a qualified employee(s) can perform the essential functions of the position. The starting base salary for this position is $40,000-$50,000 per year. This position is also eligible for additional incentive compensation (bonuses, commissions, etc.) based on pre-determined personal performance metrics. Compensation ranges are based on several factors including job function, level, classification, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise, and may vary from the amounts listed here. HUNT Mortgage Corporation is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion or religious creed, disability, genetic information, sex (including pregnancy), sexual orientation, gender identity, gender expression, age, marital status, military or veteran status, citizenship, or other protected characteristics. If you have a need which requires accommodation in order to apply, please let us know by completing our Applicant Accommodation Form. HUNT Mortgage Corporation NMLS #37405 is an Equal Housing Lender. 403 Main Street, Suite 210 Buffalo, NY 14203. (888) 433-8373. New York State Mortgage Banker License #LMBC 109903. Req: 1276508 Position Class Hourly, Non-Exempt Additional Compensation Commissions Requirements:

Job Description DATE: March 9th, 2026 STATUS: Full-time / Exempt REPORTS TO: Sr. Vice President of Project Management and Information Technology LOCATION: Corporate Building/Hybrid COMPENSATION: The starting salary for this position is expected to be between $85,000 - $120,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week SCHEDULE: Monday through Friday, 8:30AM-5:00PM (weekends as needed) Basic Functions This leadership role provides oversight of the Business Analyst team, including recruitment, training, mentorship, performance management, and ongoing operational support. The position ensures the team is equipped to effectively support the Credit Union’s technology environment while supporting staff development, continuity of operations, and strong internal service delivery. The Business Analyst team supports many of the Credit Union’s technology platforms, including digital banking, loan origination systems, card processing platforms, payment systems, and other third-party solutions. The team coordinates system updates, migrations, integrations, and replacements, while providing troubleshooting support, managing escalations, and ensuring timely and effective communication regarding system outages, upgrades, and technology-related service events. The role also manages key vendor relationships associated with these technology platforms. In addition, the position plays a central role in the Credit Union’s technology project implementation efforts by assigning Business Analysts as project core team members and project support resources. The role provides guidance and oversight to project teams, supports cross-departmental collaboration, and helps ensure adherence to project procedures to support successful delivery of technology initiatives. Essential Responsibilities Leadership / Organizational Administration • Direct and manage Business Analyst staff activities including hiring, training, coaching, and performance evaluations while supporting employee development and continuity of operations., • Develop, train, and mentor both new and existing MTS Business Analysts., • Oversee Business Analyst troubleshooting and escalation support to ensure issues are resolved accurately and in a timely manner., • Collaborate with Credit Union leaders to support staff coaching, development, and succession planning efforts., • Monitor Business Analyst supports tickets to ensure timely responses, proper documentation, and effective issue resolution., • Maintain working knowledge of Business Analyst responsibilities to ensure appropriate coverage, backup support, and informed decision-making., • Oversee Business Analyst support for the Credit Union’s Online and Mobile Banking platforms, ensuring reliable system performance and a strong member experience., • Coordinate vendor relationships and serve as a primary point of contact for system support, issue resolution, and platform enhancements., • Support system updates, feature releases, integrations, and configuration changes in coordination with internal teams and vendors., • Ensure timely communication and coordination related to system outages, maintenance windows, and service updates impacting members or employees., • Assist in identifying opportunities to enhance digital banking functionality, improve member usability, and support strategic digital initiatives., • Support technology operations, enhancements, and projects for third-party Credit Union systems including, but not limited to, Loan Origination Systems, Payment Systems, Credit and Debit Card Processing platforms, Automated Teller Machines, Core Banking systems, and collaboration platforms such as Microsoft 365 (including Teams, SharePoint, Bookings, and related productivity tools)., • Coordinate and support system releases, patches, hot fixes, configuration updates, feature enhancements, and other system improvements across supported platforms., • Support the planning and implementation of new technology initiatives that enhance operational efficiency, member experience, and organizational capabilities., • Coordinate with internal departments, vendors, and project teams to support the successful deployment of new systems, integrations, platform upgrades, and technology solutions., • Oversee Business Analyst involvement in technology initiatives including system configuration support, testing coordination, documentation, and operational readiness., • Support technology efforts related to mergers, system integrations, system replacements, and new platform implementations., • Ensure technology implementations are properly documented and communicated to impacted teams to support adoption and ongoing operational support., • Oversee the team responsible for maintaining the employee intranet (Basecamp), document management platform, and internal knowledge resources, including the AI-powered employee knowledgebase tool., • Support the development, organization, and accuracy of content within the AI knowledgebase to ensure employees can efficiently access policies, procedures, and operational guidance., • Ensure intranet and knowledgebase updates, enhancements, and content changes are completed accurately and in a timely manner., • Participate in special assignments and projects as requested by management., • Prepare recurring and ad-hoc reports as requested., • Perform the duties of the Vice President of Information Technology Solutions during their absence as required. Safe Work Performance Expectations We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications Knowledge & Experience: Applicants must possess the following qualifications or an equivalent combination of education and experience: • Education: 2 year degree in a technical/business or related area, or mix of education/experience (4 year degree preferred), • Experience: 3–5 years of experience in managing/supporting enterprise technology platforms., • Experience: 2-3 years of management experience Technical & Systems/Equipment Proficiencies: • Microsoft Office Suite, particularly: Outlook, Word, and Excel, • Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems, • Online and Mobile Banking Software, • Lifting (10 - 20 pounds), • Standing/Sitting extended periods of time, • Extended periods of time working in front of computer monitor, • Travel/Drive to various work locations for business related matters, • Demonstrated innovative thinking and managerial courage skills, • Solid leadership and project management skills, • Excellent organizational and analytical skills, • Excellent oral and written communication skills, • Professional Office Environment Perform all responsibilities in a manner that serves The Summit’s Mission “We’re here to improve our members’ lives” and upholds the credit union’s values of Respect, High Standards, Inspire, Integrity, and Care. The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Job Description Financial Crimes Manager Canandaigua National Bank Location: Pittsford, NY (Hybrid, 3 days onsite/2 WFH) What does the Financial Crimes Manager do? Serve as Bank Secrecy Compliance (BSA) Officer to Canandaigua National Bank and affiliates, currently Canandaigua National Trust Company of Florida and CNB Mortgage Company. Responsible for developing, implementing, and managing effective policies, procedures, and programs specifically related to Fraud, the Bank Secrecy Act (BSA), Anti-Money Laundering AML), Office of Foreign Assets Control (OFAC) and the USA Patriot Act; implementing strategies to achieve goals developed for the department; ensuring the bank’s compliance with various operating policies and procedures and applicable regulatory requirements; communicating and interfacing with other divisions and management personnel; providing periodic management reports and program related training. • Manages the operations of the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), and Fraud programs monitoring the regulatory, financial, and operational risks, and ensuring proper controls of these areas., • Assists in development, maintenance, and periodic updates of policies and procedures for risk management., • Participates in periodic enterprise strategic planning activities., • Collaborates with other Bank leaders to enhance tools, practices, and policies to manage operational risks according to developed risk management framework., • Provide thought leadership and facilitate proactive and effective identification and management of BSA / AML, Sanctions & Financial Crime., • Demonstrates vigilance with regards to current trends or threats evolving in the Fraud and BSA / AML disciplines., • Develops, implements, and achieves goals as outlined in the Corporate Risk annual strategic plan., • Provides periodic reports to Chief Executive Officer, Board of Directors and other groups, committees, or individuals throughout the organization., • Facilitates a cooperative and supportive effort between all subsidiaries in the holding company., • Responds to inquiries relating to their area, or to requests from clients, other company personnel, etc., within given time frames and within established guidelines., • Coordinates specific work tasks with other personnel within the unit, department, or other subsidiary to ensure the smooth and efficient flow of information., • Perform duties related to personnel management, including oversight of all direct reports, ensuring appropriate staffing levels, scheduling, compensation, performance management, budgeting, training and development, succession planning, timely and effective management of Human Resources forms and documents relevant to immediate staff. Directly supervises assigned personnel. What is needed to be successful in this role? • Bachelor’s degree in accounting, finance, economics, business administration, criminal justice, economic crime, or related field strongly preferred. Equivalent combination of education and experience will be considered., • Specialized Bank Secrecy Act/Anti-Money Laundering, Compliance or Audit experience and training required., • CAMS, CAFP, CFE or related industry certification required, • A minimum of seven (7) years risk management or related experience required, • Experience with operational management strongly preferred, • Experience in dealing with regulators and examiners, • Strategic leadership skills with proven ability to devise, implement and communicate a clear management plan, • Experience in consensus building, facilitation, and executive influence Our Core Values guide how we serve, lead, and grow alongside our community. By working wholeheartedly, feeling empowered, acting with courage, being authentic, and serving with a noble spirit, WE CAN fortify healthy lives by doing what's right for our customers and the community. Our culture nurtures passionate employees and offers great rewards including: • Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners., • Paid holidays, vacation, and sick time., • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP)., • Training & development opportunities., • Tuition assistance., • Community focused volunteer opportunities., • Award winning wellness program that promotes a solid work/life balance. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation range: $125,500 - $155,500 The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Job Description Status: Full-Time/Non-Exempt Reports to: Director, Real Estate Lending Location: Rochester, Corporate Office Compensation: $32.00-$35.00 per hour Schedule: Monday-Friday, 8:30AM-5pm Hours: 37.5 hours per week Position Overview The Mortgage Underwriter is responsible for rendering credit decisions on mortgage and home equity loans in accordance with credit union policies and procedures and with secondary market guidelines. The Mortgage Underwriter also interacts with vendors, attorneys, members and realtors to ensure a quick and efficient approval and closing process. Essential Functions • Underwrite mortgages and home equity loans in accordance with applicable policies and procedures; issue commitments for such loans and clear loans for closing., • Cross sell credit union products, including non-real estate products. Participation in employee incentive program is required. Must meet or exceed sales goals established by management., • Monitor the status of mortgages and home equities in process. Follow-up with members, member's attorneys, appraisers, etc. in an effort to expedite the processing of applications., • Evaluate loan applications to determine eligibility, acceptability, and compliance with federal and state regulations, secondary market guideline and credit union requirements., • Examine property appraisals for compliance with federal and state regulations, secondary market guidelines and credit union requirements., • Superior analytical, organizational and problem solving skills., • Ability to work independently, analyze data, take and recommend appropriate actions with minimal supervision., • Coordinate with credit union real estate attorneys, PMI companies, investors and other vendors, when necessary, to facilitate mortgage approvals and closing., • Approve modification requests, subordination agreements, PMI removal requests and release of liability agreements when requested by members., • Prepare home equity commitments and home equity loans for closing., • Support mortgage department staff with member walk-in's and telephone contact., • Assist management with other various duties, as assigned. Other Responsibilities • Participate in special assignments and projects as requested by the manager. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Qualifications Knowledge & Experience: Applicants must possess the following qualifications or an equivalent combination of education and experience: • Education: Associates degree or equivalent combination of education and experience. Skills • Ability to effectively communicate and interact with internal and external contacts including members, processors, loan originators, managers, staff, realtors, vendors and other clients. Other Skills • Ability to work with basic mathematical concepts such as percentages, ratios and fractions., • Ability to analyze complex data and determine., • Ability to define problems, collect data and draw conclusions., • Demonstrated ability to handle large volumes of work effectively and to work within prescribed deadlines., • Must be a licensed New York State notary public or be willing to take the necessary steps to obtain the notary public license within six months of hire., • Assist Training Department or other staff with mortgage or home equity education., • Government underwriting experience preferred. Working Environment • Must be able to sit or stand for extended periods of time in an office., • Must be available to work overtime when warranted. Licensure Requirements • In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting. Employment Expectation Perform all responsibilities in a manner that serves The Summit’s Mission “We’re here to improve our members’ lives” and upholds the credit union’s values of Respect, High Standards, Inspire, Integrity, and Care. Safe Work Performance Expectations We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program. EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Job Description Mortgage Loan Originator Canandaigua National Bank Location: Pittsford, NY What does a Mortgage Loan Originator do? Responsible for continuously soliciting, negotiating, underwriting, and coordinating the closing of residential mortgage loans in compliance with the Canandaigua Mortgage Company’s lending policies and procedures; promoting business for the Canandaigua Mortgage Company by maintaining good customer relations through referrals from existing customers and marketing for new clients; assisting in attaining established corporate, region and branch goals through active participation in new and existing products and sales programs; coordinating work within the division, as well as with other divisions and departments; complying with operating policies and procedures established for the mortgage loan function; communicating with appropriate personnel; responding to inquiries or requests for information; maintaining appropriate records and providing assigned reports. What is needed to be successful in this role? • A bachelor’s degree in business or finance related field, or equivalent combination of education and experience generally required;, • A minimum of two (2) years’ experience in related position required;, • Knowledge of all lending activities and terminology;, • basic knowledge of commercial, construction, real estate, and consumer loan processing; Continuously solicits, negotiates, underwrites, and coordinates the closing of residential mortgage loans in compliance with CNB Mortgage Company’s lending policies and procedures as follows: • Engages in business development activities and solicitation of new business; actively involved in instilling and maintaining a positive sales environment through education of CNB Mortgage Company’s products and services., • Interviews prospective applicants and requests specified information related to loan or credit application; corresponds or re-interviews applicants to resolve questions regarding application information., • Performs prequalification assessment and analysis of financial condition and risk of financing requests within framework of CNB Mortgage Company’s guidelines and industry trends., • Gathers and analyzes all information necessary to present a loan request for approval; meets with existing or potential customers; negotiates loan terms and conditions; pre-approves loans through Automated Underwriting Systems., • Ensures loans are processed according to agreement, customer needs and conform to CNB Mortgage Company lending policies; obtains sufficient information and/or documentation from customers; solves problems relative to processing and servicing of loans within his or her book of business., • Ensures that credit inquiries are researched to determine credit worthiness and appropriate collateral positioning are achieved., • Reinforces the application of superior customer service through his or her own example along with appropriate follow through with involved customers and employees. Our culture nurtures passionate employees and offers great rewards including: • Medical, dental, vision, FSA, HSA options for both part-time and full-time employees. Medical coverage is also offered for domestic partners., • Paid holidays, vacation, and sick time., • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP)., • Training & development opportunities., • Tuition assistance., • Community focused volunteer opportunities., • Award winning wellness program that promotes a solid work/life balance. As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At Canandaigua National Bank, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture. Canandaigua National Bank remains an independent, community bank. If you want to be a part of something special, join us today! Compensation While this position is commission based, the compensation for this position is $16.00 per hour. Individuals in this role have historically earned between $100,000 - $175,000 per year, based on performance and productivity against commission plan parameters. Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

Job Description Want to Submit a Resume? Perhaps our current openings are not a match for your qualifications. If so, you may submit your application and resume, as part of this career post, for consideration as future opportunities arise at The Summit Federal Credit Union, in the Rochester, Buffalo, and Syracuse Regions.* Opportunities Frequently Available (Part Time & Full Time) - Check Career Page for Current Openings Teller – Provides quality member service by working with members to process transactional needs. Using cross-selling techniques, Tellers uncover the needs of members and then refer or sell financial products and services that are best suited for each member. Member Service Specialist – Using cross-selling techniques Member Service Specialists (MSS) uncover the needs of members and provide them with information, in order to help members determine which products or services will best meet their needs. Then, the MSS assists members with accessing those resources. This is performed in person, as well as over the telephone. Member Service Center Representatives – Establishes and maintains a positive rapport with members, leading to loyal relationships with members. Member Service Center Representatives (MSCRs) accomplish this by listening and responding to members' requests. MSCRs receive most transaction requests via phone communications, as well as through email and postal mail correspondence. Using cross-selling techniques, MSCRs provide valuable information to members about the features and benefits of the products and services offered by The Summit. Future Opportunities That May Become Available - No Current Openings * Accounting * Branch Management * Call Center * Collections * Compliance & Risk Management * Consumer Lending * Facilities * Human Resources * Indirect Lending * Information Systems * Information Technology * Marketing and Business Development * Member Technology Solutions * Mortgage * Training and Development • Please Note: All candidates must submit an application and resume in order to be considered for current and/or future career opportunities. Aside from branch roles, all other roles work from our Corporate Office located in Rochester, NY. EQUAL OPPORTUNITY EMPLOYER The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Job DescriptionDescription: Location: N.Y. - Multiple Locations - Monroe, Wayne, and Ontario Counties* Shift/Hours: Full-time based on business needs. General Summary: Reliant Community Federal Credit Union, ranked one of Rochester's top mid-sized companies eight years in a row, is seeking a Mortgage Originator to serve our members in our Monroe, Wayne, and Ontario County area branches. The Mortgage Loan Originator participates in the daily origination of residential mortgages including but not limited to discussions and interviews to evaluate needs, explain mortgage programs, match needs to credit union products, and assist with residential mortgage application process. As a Mortgage Loan Originator at Reliant, you will: • Achieve defined mortgage production goals., • Participate in the daily origination of residential mortgages., • Ensure the accuracy, completeness, and timely origination of residential mortgage requests and related documentation., • Ability to work remotely, • 401k retirement plan with up to a 4% employer match, plus a 3% safe harbor contribution, • Affordable Insurance (as little as $5/month!), • Generous Paid Time Off, • Branded Apparel, • Broad knowledge of the mortgage industry and mortgage lending practices. General knowledge of secondary market underwriting and other quality standards. Functional understanding of FHA, VA, SONYMA, USDA and conventional mortgage program guidelines., • Ability to work outside of traditional office hours., • Excellent verbal, written, and listening skills., • Minimum of 3 years secondary market mortgage origination experience required., • Established referral source network required., • Experience with mortgage Loan Origination System required., • Use keyboard, monitor, telephone, and other standard office equipment. Reliant Community Federal Credit Union is proud to be an Equal Opportunity Employer, AA Disability/Veteran. If you are interested in applying for employment and need special assistance or an accommodation to apply for a position, contact our Human Resources department via phone at 800-724-9282 or email at . The listed pay range includes base salary as well as variable compensation tied to goal attainment and performance metrics.

Evaluate loan applications to determine eligibility, acceptability, and compliance with federal and state regulations, secondary market guideline and credit union requirements. Examine property appraisals for compliance with federal and state regulations, secondary market guidelines and credit union

Job Description STATUS: Part-time / Non-Exempt REPORTS TO: Director, Member Service Center LOCATION: Corporate Office COMPENSATION: The starting hourly wage for this position is expected to be $21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 29.5 hours per week SCHEDULE: Shifts during the following hours of operation: Monday – Friday 11am-4pm, Saturday 8:30am – 1:30pm Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone! Position Overview The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Functions • Perform various financial transactions and inquiry requests accurately and efficiently., • Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit’s products, services and programs and the benefits they offer., • Provide members with accurate information on the credit union’s products and services in an effective and professional manner while striving for first call resolution., • Follows the defined Quality Assurance program to allow for exceptional member experience., • Meet assigned sales goals as determined by management., • Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone., • Adhere to credit union and departmental policies and procedures., • Maintain strict adherence to security protocols for identifying members., • Promote a positive and professional environment based on The Summit’s core values. Other • Update and document information learned about members., • Assist in various duties upon management’s request., • Participate in special projects as assigned by management., • Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: • Education: High School Diploma or GED equivalent, • Experience: One to two years’ prior teller, call center or member/customer experience preferred, • Sales experience preferred., • Knowledge of Microsoft Windows and Microsoft Office Suite., • Capable of advancing to a MSCR II position, as it becomes available, within one year of employment. Skills/Abilities/Knowledge • Strong critical thinking skills, • Strong math and keyboarding skills., • Ability to listen and communicate effectively., • Ability to read, comprehend and explain transaction history and account activity., • Excellent interpersonal skills to create a positive member experience., • Strong attention to detail and excellent organizational skills., • Microsoft Office Suite, particularly: Outlook, Word, and Excel, • Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines) Licensure Requirements • Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds), • Standing/Sitting extended periods of time, while working in front of computer monitor, • Typing / Data Entry, • Professional Office Environment, • Overhead Lighting EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Job Description STATUS: Full time / Non-Exempt REPORTS TO: Director, Member Service Center LOCATION: Corporate Office, Erie Blvd Branch COMPENSATION: The starting hourly wage for this position is expected to be between $20.50 - $21.50 per hour. The actual hourly wage will be determined based on experience and other-job related factors, consistent with applicable law. HOURS: 37.5 hours per week SCHEDULE: Shifts during the following hours of operation: Monday – Friday 8:00am – 6:00pm, Saturday 8:00am – 2:00pm Work with a dynamic, small group of 30 team members who provide exceptional service to our members, over the phone! Position Overview The primary function of the Member Service Center Representative I is to perform routine transactions and answer account inquiries, over the phone. This includes, but is not limited to, transaction/statement reviews, transfers, loan payments, balance inquiries, check withdrawals and assistance with Online Banking. The Member Service team continues to put the member first as we provide financial solutions and seamless use of our digital channels. Perform all responsibilities in a manner that serves The Summit’s Mission and upholds the credit union’s values. Essential Functions • Perform various financial transactions and inquiry requests accurately and efficiently., • Solve for member immediate needs by asking high impact questions and having a strong understanding of The Summit’s products, services and programs and the benefits they offer., • Provide members with accurate information on the credit union’s products and services in an effective and professional manner while striving for first call resolution., • Follows the defined Quality Assurance program to allow for exceptional member experience., • Meet assigned sales goals as determined by management., • Display excellent interpersonal skills, being able to interact professionally and effectively with members over the telephone., • Adhere to credit union and departmental policies and procedures., • Maintain strict adherence to security protocols for identifying members., • Promote a positive and professional environment based on The Summit’s core values. Other • Update and document information learned about members., • Assist in various duties upon management’s request., • Participate in special projects as assigned by management., • Work overtime when requested by management. Qualifications Education/Experience: An equivalent combination of the following: • Education: High School Diploma or GED equivalent, • Experience: One to two years’ prior teller, call center or member/customer experience preferred, • Sales experience preferred., • Knowledge of Microsoft Windows and Microsoft Office Suite., • Capable of advancing to a MSCR II position, as it becomes available, within one year of employment. Skills/Abilities/Knowledge • Strong critical thinking skills, • Strong math and keyboarding skills., • Ability to listen and communicate effectively., • Ability to read, comprehend and explain transaction history and account activity., • Excellent interpersonal skills to create a positive member experience., • Strong attention to detail and excellent organizational skills., • Microsoft Office Suite, particularly: Outlook, Word, and Excel, • Office equipment (i.e. calculators, computers, printers, copiers, multi-line phone systems and fax machines), • Intranet/Internet, navigation of web-based vendor systems, and utilization of teller & banking software. Licensure Requirements • Must be able to sit and/or stand for extended periods of time. Occasional lifting required. Lifting (5-10 pounds), • Standing/Sitting extended periods of time, while working in front of computer monitor, • Typing / Data Entry, • Professional Office Environment, • Overhead Lighting EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability. Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines. *Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

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