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Job Description Job Title: Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must comply with information security program. Must present a professional appearance. Duties & Responsibilities: • Establish and maintain positive working relationships with all sources of finance and insurance products, factory and otherwise., • Submit proper documentation to obtain approval for all possible finance transactions., • Work with sales management to establish and maintain a program that will ensure a 100-percent turnover to the Finance & Insurance department., • Work with Sales Managers to secure a reasonable profit from each transaction., • Establish forecast for finance department in conjunction with sales department to achieve a desired percent of penetration and income., • Verify the accuracy of all title, lien information, taxes, and other documents on customer paperwork., • Ensure accuracy of customer information in dealership data bases (including e-mail addresses)., • Notarize deal paperwork as required., • Forward completed deals to office in a timely manner., • Acquire licenses for selling insurance, if applicable., • Prepare monthly reports on finance penetration and products sold., • Keep sales management up to date with regard to rates and products., • Complete all training certifications as directed by management., • Follow policies and procedures as set forth in the Personnel Policy Manual and other corporate policies., • Any other duties as assigned. Knowledge, Skills and Abilities Required: Educational: High school diploma or the equivalent. Experience: Minimum two years in automotive sales experience. Special Skills (i.e., licenses, certifications): Excellent oral and written communication skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver’s license and state sales license. Must be a Notary. Obtain AFIP certification within time frame established by management. Physical Demands and Working Conditions: The noise level in the work environment is occasionally loud. Occasionally requires the ability to lift 20 pounds of material. Is potentially exposed to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle dealership. Occasionally, exposed to exhaust fumes or other airborne particles. THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN “ALL-INCLUSIVE” LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB. Signature (Employee) Date Signature (Supervisor) Date

Job Description Corporate Culture and Compensation: Be part of friendly and professional team for one of the largest title companies in the United States where employees can learn, grow and make a difference. Be an instrumental part of a company focused on building long, rewarding careers in an exciting industry and where the work environment provides room for employees to grow personally and professionally. You'll receive: Compensation and benefits packages are comprehensive, competitive and generous providing room for potential growth and position/compensation advancement. Responsibilities: · Manage signing agent network to ensure exceptional and professional experience for Old · Republic's customers and their consumers. · Ensure fee management, vendor communication standards, technology usage and compliance and quality control expectations are being met by staff and vendor partners. · Process, monitor, and follow up on all open signing services assignments daily to ensure customers' expectations and turnaround time requirements are being met, while utilizing the follow up Queue and maintaining our order tracking system. · Monitor the incoming signing services requests emailed or delivered in accordance with turnaround time standards and department guidelines. · Acquire understanding of processing correction requests and re-works. · Assist QC by setting quality expectations for signing services to meet industry guidelines and customer specifications. · Manage the signing agent network, including negotiations with vendors to improve service and decrease costs. · Monitor and handle the signing services box according to department guidelines. · Recruit qualified signing agents for signing agent network, obtain and maintain licensing/background checks/E&O Ins/certification and negotiate fees. · Assist in vetting signing agents to meet customer specifications. · Assign signing services, based on experience, fee, turnaround time, and signing agent's performance. · Maintain vendor records with background checks, E&O and signing agent data. · Manage status updates through signing agents' box and VINCA from vendors and customers in a courteous and timely manner. · Reconcile RealEC orders with order tracking system, while resolving any discrepancies. · Educate vendors on our customer's specifications as they relate to the assigned order and product. · Update and maintain all areas of VINCA as it relates to orders and vendors for the signing services. · Handle general internal and external notary and customer inquiries, while elevating to appropriate parties as needed, according to department guidelines. · Must be personable, positive and a professional representative of the Company. · Regular consistent attendance is required, that could include attendance at after hour Company events. · Ability to accept supervision. · Ability to foster, develop and maintain professional and collaborative working relationships. Must be able to get along with others, i.e., peers, supervisors, outside customers, and vendors. · Ability to interact effectively and professionally with all levels of management, employees and customers by email, phone and in person. · Ability to work overtime as requested and approved by supervisor especially at month-end as needed to meet customer's business needs. · Perform other duties as assigned by supervisor. Knowledge/Skills/Experience: · Excellent verbal and written communication skills. · Excellent interpersonal and customer service skills. · Ability to prioritize and handle multiple projects. · Strong attention to detail and organizational skills. · Proficient in Microsoft Office Suite and Outlook. To see new and updated job postings and job postings similar to this, please follow us on LinkedIn: Job Posted by ApplicantPro

Job Description We are seeking an experienced Escrow Manager to oversee our escrow operations and ensure efficient handling of escrow processes. The Escrow Manager supervises the functions of the Stock Transfer Department, which plays a critical role in managing the financial and legal processes related to the transfer of property ownership within the 16 Mutual Associations and Golden Rain Foundation. This includes in-person interactions, as well as electronic and phone communication, to facilitate effective service delivery. The Stock Transfer/Escrow Manager ensures a seamless property transfer process while maintaining the financial and operational integrity of the associations. DUTIES AND RESPONSIBILITIES Other duties may be assigned • Supervises, trains, and evaluates the performance of Stock Transfer personnel; interviews applicants for employment within the department., • Ensures smooth handling of property sales, resales, refinances, or transfers within the Associations., • Oversees the reparation of documents related to transfers of ownership of stock certificates; collects fees for transfers. Reviews all trust documents for legal content before transfers by trusts., • Maintains a working knowledge of current Court Orders pertinent to transfers of stock ownership, and disseminates information to related staff., • Oversees the preparation and processing of documents related to transfer by escrow; collects escrow fees and processes escrow payout checks., • Verify that property transfers comply with Association rules, regulations, and applicable state laws., • Ensure buyers are informed of their responsibilities within the Association and receive the necessary documentation., • Ensure the correct disclosure package is provided in compliance with state laws (e.g., California Civil Code Section 4525 for Associations in California)., • Answers inquiries relating to stock transfers from residents, family members, Escrow Officers, and Resales Office personnel., • Coordinates resolutions for Stock Transfer issues with Mutual Presidents., • Coordinates and processes problem resolutions with surviving family heirs, Powers of Attorney, Executors, Conservators, and Attorneys., • Assists various county agencies (Public Administrator and Adult Protective Services, etc.) in relation to the transfer of property., • Must attend lawsuit-related hearings and depositions as Custodian of Records for Golden Rain Foundation and Mutual corporations., • Coordinates the preparation and processing of all documents related to the Pet Registration Program., • Develop and distribute various monthly reports of transfers, deaths, death certificate follow-up, escrows, pet registration, and service pass distribution., • Performs duties of Member Records Coordinators when necessary., • Understand escrow processes and Association-specific regulations., • Strong attention to detail to manage the legal and financial aspects of the escrow processes., • Excellent communication and organizational skills for coordinating with multiple parties., • Proficiency in association management software and escrow systems., • Knowledge of local, state, and federal laws related to real estate transactions and association disclosures., • Effectively supervise and coordinate a team of four or more employees., • Ability to work with minimal supervision and uses time appropriate to work-related duties., • Maintain confidentiality, prioritize tasks, and demonstrate professionalism under pressure., • High school diploma/GED required; bachelor’s degree preferred., • 2-3 years’ experience in escrow operations., • Frequent standing, walking, stooping, bending, reaching and handling., • Ability to lift and carry up to 25 pounds., • Ability to use a keyboard and repetitive hand motions., • A valid California driver's license and a satisfactory driving record are conditions of initial and continued employment.

Job Description We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500! Whether it's delivering happiness to customers on the driveway or getting involved in the local community, our Customer Advocates are leading the charge in reintroducing happiness into the car-buying process. Ready to join the 'Hauler-Life'? Shift Requirement: The hours for this position are from 7am - 5pm, 9am - 7pm or 11am - 9pm. We ask that team members be available to work 7 days a week. Days off will rotate between weekdays and weekend days. Unlock Your Earning Potential! We offer a competitive starting hourly rate of $22/hr with significant growth opportunities based on performance. You can boost your earnings within a short timeframe: • Pay Range: $22-$24 hourly, • Starting Pay: $22/hr, • At 3 Months: $22.50/hr And that's not all! Market Operations may offer other performance-based incentive programs specific to your location, potentially unlocking even greater earnings. Benefits + Perks: We continually invest in our team members' success because when our team members grow, we grow. Here is how we invest in you: • Compensation: Competitive, Performance-Based Compensation PLUS 401(k) with Carvana match, opportunity for overtime during busy seasons, • Fast Track Advancement Opportunities: Stellar performers achieve higher pay rates sooner based on performance. Hard work and stellar performance won't go unnoticed., • Health & Wellness: 100% Company Paid Healthcare Premiums plus Dental + Vision benefits. Wellness program to support mental, physical and financial health. We know pets are family too! Benefit from our pet care savings program to keep your furry friends healthy and happy., • Time Off & Work-Life Balance: Generous paid time off (13 days for the first year, increases to 20 days thereafter), • Education Support: We support you depending on where you are at in your education journey - if you are looking to pursue a bachelor's degree, we offer tuition reimbursement. And if you already have your bachelors degree we have a student loan repayment program!, • Equity: Carvana Shares is something that we grant to our team members on an annual basis where you get to be an 'owner' in the company. We also offer an Employee Stock Purchase Plan discount!, • Professional Development: Extensive internal growth and professional development opportunities We're looking for enthusiastic, energetic, and self-motivated team players with at least 2 years of customer-facing experience to: • Deliver vehicles straight to customers' doors with our custom car haulers (don't worry - a commercial license is not required to drive the hauler and you will receive ample training), • Frequently load/unload vehicles onto the hauler (this part does require getting physical!) and regularly inspect the car-hauler to make sure the vehicle maintains safe to drive, • Complete customer paperwork and include thorough notes in our customer tracking system, • Consistently drive safe and maintain a clean driving record in accordance with Carvana's CMV Driver Qualification policy., • Candidates must have (or be able to obtain) a Notary in your local jurisdiction within the first 90 days of employment (process sponsored by Carvana). This process may involve satisfying state-specific requirements. For further details, candidates can review their local state notary requirements here: State Notary Requirements., • Candidates must be able to satisfy state-specific requirements related to access DMV/title and registration systems., • Illinois, Michigan, Louisiana, and Missouri employees must obtain a Chauffeur's license or any other state specialty license within the first two weeks of employment (process sponsored by Carvana)., • California employees must obtain a Vehicle Verifier license within the first 90 days of employment (Process sponsored by Carvana). General qualifications and requirements • Ability to perform physically demanding tasks like detailing vehicles and loading/unloading vehicles onto our haulers in indoor and outdoor conditions with occasional exposure to inclement/extreme weather (some markets may require deliveries to be made in the snow, while other markets require deliveries to be made in the summer heat)., • Ability to walk/stand and sustain physical activity for extended periods of time (8+ hours), • Must be able to read, write, speak and understand English, • Requires high and low levels of movement with the ability to reach with arms, twist, kneel, crouch, climb, balance, and squat, • Requires the grasping, carrying, lifting, pushing, and pulling of items of 50lbs. Carvana is an equal employment opportunity employer. All applicants receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, marital status, national origin, age, mental or physical disability, protected veteran status, or genetic information, or any other basis protected by applicable law. Carvana also prohibits harassment of applicants or employees based on any of these protected categories. All applicants must pass a drug test and obtain a DOT Medical Card. This roles is not eligible for visa sponsorship. Must be at least 21 years of age and possess a valid driver's license. Must be able to read, write, speak, and understand English."

Job Description Position Summary The Contract Administrator is a cross-functional leader responsible for contract administration, vendor negotiation, bidding, estimating, and strategic sourcing. This role plays a critical part in ensuring the financial and operational success of construction projects by managing contracts, coordinating with vendors and internal departments, and maintaining strict adherence to timelines, budgets, and compliance requirements. Strong spreadsheet, data analysis, and communication skills are essential to excel in this position. Main Tasks and Responsibilities • Prepare, review, and manage all contracts, subcontracts, change orders, and commitment changes., • Negotiate terms and pricing with subcontractors and vendors; facilitate bid processes and scope reviews., • Prepare detailed line-item budgets ensuring consistency with project scope., • Maintain accurate contract logs and procurement documentation, ensuring consistency with internal policies., • Facilitate estimating activities, including material takeoffs, scope analysis, and proposal evaluations., • Ensure accuracy and compliance in all contract documents aligning with company policies., • Maintain strong relationships with subcontractors, vendors, consultants, and city agencies., • Ensure subcontractors meet insurance, licensing, and contract requirements before mobilization., • Facilitate timely and accurate processing of contracts., • Assist with utility coordination and stakeholder communications., • Act as a liaison between the field, design, architecture, accounting, procurement department, and executive team., • Track project budgets, review invoices, and assist in financial forecasting as it relates to contracts and estimates., • Maintain plan sets, filing systems, and contract administration documentation., • 3+ years of experience in contract administration and/or construction procurement., • Bachelor’s degree in Business Administration, Construction Management, Architecture, or a related field preferred., • Advanced proficiency in Microsoft Excel and Google Sheets or equivalent systems is required., • Strong negotiation, organizational, collaborative, and time management skills., • Familiarity with blueprint reading, estimation, and construction materials., • Excellent written and verbal communication skills., • Ability to manage multiple priorities and work under pressure., • Must have a valid driver’s license; ability to travel to project sites and vendors as needed., • Ability to travel to meetings, offsite storage warehouse, events or exhibitions per department request., • Ability to follow directions from a supervisor. AB associates will be eligible for many benefits in accordance with AB’s policies and applicable plan terms, including: • Health Insurance – Medical Insurance & Dental Insurance, • Paid Time Off (PTO) + Paid Holidays, • Simple IRA Retirement Plan with company match, • Paid Maternity Leave, • Potential growth within a growing organization. We promote from within.

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

Job Description Collins Law Group's mission it to help people preserve their wealth, both during their lifetime and for their families after death. We believe in creating an enviroment where clients come first and we are the trusted advisors for families in our community. We specialize in Estate Planning. We support our clients with all clients with all areas of grown and protection of their assets, which includes estate planning, financial management, and tax planning. We are looking for an A-team player, with a high level of integrity that is seeking to grow with our growing firm. We are tight knit bunch and want someone who is not just looking for a job, but truly wants to be part of a team. You will be able to county on us, just like we want to be able to count on you. Our growing firm needs an experience paralegal who can roll up their sleeves and do what it takes to deliver a stellar client experience. You will work in an empowered environment that encourages your growth. What You Will Be Doing: 80% Prepare and Manage Client Estate Plans • Prepare and review legal documents including but not limited to: agreements, documents, contracts and letters, • Assist attorney(s) in preparation for estate planning meetings and other legal matters *Track and manager assigned deliverables using designated software and tracking systems. Proactivley communicates when deadlines are at risk of being missed • Coordinate and schedule meetings with clients to collect information needed for their estate plan case, • Print and assemble portfolio binders, packets, Trust ID cards, and letters for clients, • Assist with or conduct signing meetings including being able to explain what the clients are signing and follow-up steps, • Keep all databases up to date with client informaiton, • Keep clients up to date on status of their case, • Process deeds *Assist with and manage post-mortem estate planning activities including probate and trust administration • Meet establied production metrics, • Adhere to all other Collins Law Group policies and procedures 10% Law Firm Administrative Activities • Send Sympathy cards, and coordincate meetings, • Send letters to fiduciaries offereing free meeting, • Provide Administrative support for attorney(s), • Assist with sending information to prospects and clients through email and mail, • Track and report on production including number of cases open, cases closed, days aging for open cases, and turnabround time on closed cases, • Conduct legal research and drafting as requested 10% Complete other projects and other assignments as requested Our Ideal Candidate Our ideal candidate must have a minimum of two years or progressive legal experience performing paralegal or legal assistant work including: drafting and reviewing legal documents experience, preferably in a trust/estate planning law office. MINIMUM QUALIFICATIONS · At least 2 years of progressive legal experience performing paralegal or legal assistant work including: drafting and reviewing legal documents · Experience interacting with clients via phone, email, and in-person preferred · Intermediate to advanced knowledge of Microsoft Outlook, Word and Slack. Working knowledge of other Microsoft Office applications required · Associate degree in paralegal studies or equivalent experience required · Experience using Actionstep or similar practice management software desired · Willingness to become a California Notary · Professional appearance and friendly demeanor · Ability to self-direct and prioritize work to meet internal and external deadlines w/other team members SKILLS & BEHAVIORS · Effective written and verbal communication · Quick learning with the ability to research, learn, and self-teach · Ability to build rapport with individuals of all backgrounds · Able to effectively track and manage competing priorities and meet deadlines · Professional appearance and demeanor · Strong attention to detail with ability to proof documents with a meticulous eye · Ability to self-direct and prioritize work to meet internal and external deadlines · Exercises confidentiality and good judgment in all matters · Timely and dependable team player · Remains flexible and adaptable to new tasks and processes · Exudes and upholds Collins Law Group’s Core Values How to Apply Send an email with subject line: Estate Planning Paralegal – YOUR LAST NAME. Include the following information: 1. Your Name, Address, and phone number, including best time you can be reached. We can call early in the morning or after hours if necessary., 2. Attach your cover letter with why you’re interested in the position and your resume., 3. Include your salary history and requirements. If we feel you meet our requirements for this position, we will contact you to schedule an interview. No phone calls, please. Company DescriptionOur firm's mission is dedicated to creating life-long relationships with our clients, equipping them with the knowledge to make well-informed decisions and providing them with quality estate planning resources. Our values are rooted in operating with integrity, providing a learning environment, and creating a transformational experience for families.Our firm's mission is dedicated to creating life-long relationships with our clients, equipping them with the knowledge to make well-informed decisions and providing them with quality estate planning resources. Our values are rooted in operating with integrity, providing a learning environment, and creating a transformational experience for families.

Job Description The Document Specialist is responsible for the creation and review of the loan documents to ensure they meet both Genesis Capital as well as our investor guidelines while adhering to Agencies and Regulatory regulations. In addition, this position will ensure that all pre-funding functions with underwriting and compliance within the Retail, Wholesale and Leverage business channels are met. Principal Duties: Reviews the mortgage loan file documents to ensure Genesis Capital and Investor requirements are met and that all required documentation in such files is accurate and properly executed include the following. • Prepares, reviews and distributes loan documents., • Tracks and verifies receipt of loan documents once funded., • Conducts QC on signed loan documents against Loan Origination System to confirm the accuracy and completeness of loan documents., • Reviews and verifies recording information, borrowers’ names, subject property address, loan amount, number of pages, live signatures, attached riders and notary acknowledgement on deeds of trust., • Reviews and verifies on loan documents borrower name, subject property address, loan amount and loan terms including but not limited to interest rate, APN, vesting, guaranty information., • Works with internal teams to resolve loan file deficiencies and discrepancies such as incomplete loan documents and/or signatures, incomplete or inaccurate appraisals and title reports in a timely and effective manner., • Receives and reviews monthly sellers report from investors regarding outstanding trailing documents needed/requiring corrections. Work as liaison between borrowers, processing and leverage team to obtain the necessary documents., • Identify and propose solutions for recurring errors in loan documents. Works with manager to reduce errors and improve efficiency of the loan documents process., • Works closely with Credit Underwriters, Asset Underwriters, Loan Analysts, Loan Officers and Borrowers., • Works with legal team to create/modify loan documents. The right candidate should have 3-5 years of relevant experience and possess the following qualifications and experience: • Must have High School Diploma or equivalent., • Bachelor's degree preferred., • 2 -5 years' experience working within Quality Control, Quality Assurance or Compliance within the mortgage industry., • Working knowledge of Regulatory Compliance laws, as well as underwriting guidelines., • Demonstrate responsibilities for multi-faceted direction and planning; must be a fast-paced individual., • Complete understanding of the mortgage banking business and related underwriting processes.., • Excellent customer service skills (internal/ external)., • Strong analytical and quantitative skills., • Proficient in Microsoft Office products with an emphasis on Excel, Word, Outlook., • An energetic and dynamic professional with a willingness to learn., • Ability to work both independently and as a team player., • Strong analytical and quantitative skills., • Ability to adapt to a rapidly changing business and technology environment., • Exceptional problem-solving skills., • Strong interpersonal skills to build strong, cohesive relationships., • Ability to prioritize and manage complex scheduling and document tracking. While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary. By applying for this position, the candidate acknowledges that this is not a remote role and is required to be on-site. Company DescriptionGenesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust.Genesis Capital (the “Company”) is one of the largest business purpose lenders in the country, focused on providing commercial real estate financing solutions to real estate developers who buy, renovate, and sell single-family and/or multi-family residential real estate. The Company is a subsidiary of Rithm Capital (parent company), a publicly traded mortgage real estate investment trust.

Job Description Job Summary The Loan Documentation Officer is responsible for providing administrative and technical support in the preparation, processing, and filing of commercial loan documents. Working under the direction of senior staff, this role helps ensure documentation accuracy, compliance with internal procedures, and timely loan funding. Essential Job Functions Loan Documentation Support • Assist in retrieving approved Credit Approval Memoranda (CAMs) and verifying receipt of required supporting documents., • Help collect key items from Lending Teams (e.g., CIPs, title reports, flood certs, insurance, etc.)., • Conduct basic business entity lookups using Secretary of State websites., • Set up loan folders in the shared drive (WIP Loans directory) and maintain organization of files., • Input loan data into Laser Pro to help generate draft documentation packages., • Prepare first drafts of simple Lender’s Instructions based on CAM details and title/escrow instructions., • Route documents to senior staff or supervisors for review and finalization., • Review returned signed documents for missing signatures or required notary stamps., • Support the team in checking that closing conditions (e.g., insurance and escrow documentation) are complete., • Assist in organizing post-approval files in DocuShare (DS)., • Conduct OFAC checks and support UCC search or filing processes., • Prepare boarding and funding checklists and help submit packages for Credit Admin approval., • Help retrieve and monitor monthly tickler reports., • Follow up on missing ALTA policies, recorded documents, and other post-closing items., • Help maintain the Loan Documentation Log., • Distribute incoming mail and organize signed originals., • File promissory notes and other documents in physical vaults or designated cabinets., • Support audit prep by assembling requested loan files and documentation., • 2–4 years of experience in commercial loan documentation or financial services operations., • Proficiency in loan systems such as Laser Pro, LoanVantage, and DocuShare., • Strong understanding of lending compliance, UCC filings, escrow/title coordination, and post-closing processes.

Job Description Job Title: Finance & Insurance Manager Reports to: Operations Director Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must comply with information security program. Must present a professional appearance. Duties & Responsibilities: • Establish and maintain positive working relationships with all sources of finance and insurance products, factory and otherwise., • Submit proper documentation to obtain approval for all possible finance transactions., • Work with sales management to establish and maintain a program that will ensure a 100-percent turnover to the Finance & Insurance department., • Work with Sales Managers to secure a reasonable profit from each transaction., • Establish forecast for finance department in conjunction with sales department to achieve a desired percent of penetration and income., • Verify the accuracy of all title, lien information, taxes, and other documents on customer paperwork., • Ensure accuracy of customer information in dealership data bases (including e-mail addresses)., • Notarize deal paperwork as required., • Forward completed deals to office in a timely manner., • Acquire licenses for selling insurance, if applicable., • Prepare monthly reports on finance penetration and products sold., • Keep sales management up to date with regard to rates and products., • Complete all training certifications as directed by management., • Follow policies and procedures as set forth in the Personnel Policy Manual and other corporate policies., • Any other duties as assigned. Knowledge, Skills and Abilities Required: Educational: High school diploma or the equivalent. Experience: Minimum two years in automotive sales experience. Special Skills (i.e., licenses, certifications): Excellent oral and written communication skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver’s license and state sales license. Must be a Notary. Obtain AFIP certification within time frame established by management. Physical Demands and Working Conditions: The noise level in the work environment is occasionally loud. Occasionally requires the ability to lift 20 pounds of material. Is potentially exposed to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle dealership. Occasionally, exposed to exhaust fumes or other airborne particles. THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN “ALL-INCLUSIVE” LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB. Signature (Employee) Date Signature (Supervisor) Date

Job Description One Key Escrow is seeking an experienced Escrow Officer to join their team! Our escrow officers enjoy the benefit of being affiliated with JohnHart Real Estate. A brokerage with over 550 loyal agents. Our escrow team focuses less on bringing in business and more on servicing their clients and agents and providing an experience that is unmatched in this industry. One Key Escrow has been providing the highest standards of escrow services to the State of California. It is an energizing time for One Key Escrow, with our ever-growing business, and we hope to continue to expand into other cities and counties. In the meantime, we are available to process Purchases and Refinances in our main office in Glendale. We are able to offer mobile notaries for loan sign-ups or any other notary services. We have an amazing relationship with Lending, Title and Insurance companies and are happy to refer clients to the businesses we know will give them the same level of customer service we pride ourselves on. Responsibilities and Duties: • Opening new escrow transactions and processing escrow documents in accordance with established policies and procedures., • Completing real estate escrow transactions by determining requirements; clearing titles; assembling, preparing, and reviewing closing documents; disbursing funds., • Preparing transaction documents by completing forms and statements; collecting and reviewing existing documents., • Completing closing by recording and filing documents; preparing and distributing final closing statements., • Preparing settlement statements by utilizing lender instructions / prepare settlement statements, and closing, balancing, and disbursing funds., • Complying with regulatory requirements by adhering, and enforcing adherence, to requirements. Qualifications: • At least 5 years of escrow experience as Escrow Office, handling sales and refinance files from beginning to end, • Computer proficient, RBJ experience preferred, • Attention to detail and strong organizational skills, • Exceptional communication skills: written, telephone and in-person, • Commitment to excellent client service and excellent follow-up skills Company Description One For All, All For One At JohnHart, we treat our clients like staff (family) and our staff (family) like clients. The thing that sets our company apart from the thousands of others in this industry is our commitment to training and follow-through. We are committed to each of our agents having more knowledge, access, and passion that other agents. We have founded our company with a focus on relational networks -- we invest in our agents and want to provide them with the tools and attention to succeed. We whole-heartedly believe in each of our agents and encourage an open-door policy that, in response, encourages them to ask for help when they need it and flourish when they achieve it. The benefits of this are happy clients who have received the best service in the industry and agents who are building their ladder(s) of success. Our handpicked team of professionals, from agents to support staff, are continuously trained on the matters of real estate and what is expected by our clients in this fragile industry. Driven and prepared to go above and beyond their role each day, the JohnHart team is focused on the needs of our clients before any other. Clients are represented by only the most qualified agents who are backed by the support of our processing staff. Our team is here to build a strong relationship with our clients to ensure that we are successful in reaching their goal. JohnHart Real Estate's reach extends far beyond the norm, as our experienced professionals leverage their market knowledge, relationships and expertise to achieve and exceed our client expectations. The JohnHart team works with true passion and dedication which in turn brings success and satisfaction to our clients. For All, All For One\r\n\r\nAt JohnHart, we treat our clients like staff (family) and our staff (family) like clients. The thing that sets our company apart from the thousands of others in this industry is our commitment to training and follow-through. We are committed to each of our agents having more knowledge, access, and passion that other agents. We have founded our company with a focus on relational networks -- we invest in our agents and want to provide them with the tools and attention to succeed. We whole-heartedly believe in each of our agents and encourage an open-door policy that, in response, encourages them to ask for help when they need it and flourish when they achieve it. The benefits of this are happy clients who have received the best service in the industry and agents who are building their ladder(s) of success.\r\n\r\nOur handpicked team of professionals, from agents to support staff, are continuously trained on the matters of real estate and what is expected by our clients in this fragile industry. Driven and prepared to go above and beyond their role each day, the JohnHart team is focused on the needs of our clients before any other. Clients are represented by only the most qualified agents who are backed by the support of our processing staff.\r\n\r\nOur team is here to build a strong relationship with our clients to ensure that we are successful in reaching their goal.\r\n\r\nJohnHart Real Estate's reach extends far beyond the norm, as our experienced professionals leverage their market knowledge, relationships and expertise to achieve and exceed our client expectations. The JohnHart team works with true passion and dedication which in turn brings success and satisfaction to our clients.

Job Description Job Title: Finance & Insurance Manager Pay Scale: The Finance Manager Position has a Pay Scale consisting of the following elements and ranges. Wages include Base Hourly Compensation of between $16.50 and $18.05. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance. The position also may also pay a production bonus based on individual or team performance that may range from $0.00 (if baseline benchmarks are not met) without any fixed upper limit. Reports to: General Manager Position Description: The Finance & Insurance Manager is responsible for producing additional revenue for the facility by selling finance and insurance products to new and used vehicle customers. Must comply with information security program. Must present a professional appearance. Duties & Responsibilities: The Finance Manager is responsible for the timely completion, review and verification of all financing documents required to complete sales of New and Pre-owned vehicles and the final backstop in the deal process. Five years of proven, verified and successful experience in automotive finance and insurance (Honda experience a plus) Explains financing documents, extended warranties, manufacturers, and dealership service procedures and policies to customers to increase their understanding of the sales transaction, protections, and services available Review and inspect the flow of the department’s paperwork on a daily basis to ensure a timely turnaround on all deals The Finance Manager is responsible for the timely completion, review and verification of all financing documents required to complete sales of New and Pre-owned vehicles and the final backstop in the deal process Establish and maintain good working relationships with several finance sources, factory and otherwise Knowledge of regulations and laws governing financing in the automotive industry and observes all Federal, State, Local and Company safety rules and regulations in the performance of duties Being honest and transparent with people, in an effort to do the right thing within the letter and spirit of the law. Be an example of professional morals, ethics, appearance and excellent customer service Advanced ability to operate Finance and Insurance portion of Dealer Management System with emphasis on CDK. Meets or exceeds monthly forecasted per vehicle retail average Advanced knowledge of Microsoft Office products Maintains an organized, clean and safe work area Adhere to work schedule and arrive at work before your scheduled start time and be at your workstation productively engaged by the scheduled time Maintains CSI at or above Company standards Safeguard customer and Dealer information per established policy Excellent communication and negotiation skills; deals creatively, logically and empathetically with customers and coworkers Ability to work within a fast-paced environment Takes reasonable steps and efforts to prevent identity theft from occurring prior to the delivery of a vehicle Knowledge, Skills and Abilities Required: Educational: High school diploma or the equivalent. Experience: Minimum two years in automotive sales experience. Special Skills (i.e., licenses, certifications): Excellent oral and written communication skills. Ability to read and comprehend instructions and information. Ability to use personal computer applications including word processing and spreadsheet software. Current valid driver’s license and state sales license. Must be a Notary. Obtain AFIP certification within time frame established by management. Physical Demands and Working Conditions: The noise level in the work environment is occasionally loud. Occasionally requires the ability to lift 20 pounds of material. Is potentially exposed to battery acid, gasoline, chemical cleaning materials or other toxic materials commonly found in a motor vehicle dealership. Occasionally, exposed to exhaust fumes or other airborne particles. THE ABOVE DECLARATIONS ARE NOT INTENDED TO BE AN “ALL-INCLUSIVE” LIST OF THE DUTIES AND RESPONSIBILITIES OF THE JOB DESCRIBED OR OF THE SKILLS AND ABILITIES REQUIRED TO PERFORM THE JOB. RATHER, THEY ARE INTENDED ONLY TO DESCRIBE THE GENERAL REQUIREMENTS OF THE JOB. Signature (Employee) Date Signature (Supervisor) Date

Job Description Legal Assistant- Trust and Estate Planning Group We are looking for an exceptional legal assistant to assist in the day-to-day functions for our estate planning practice group. Our ideal candidate is trustworthy, responsible, well-organized, and has 2 years previous legal administrative experience in estate planning and trust administration areas of the law. As a legal secretary at our firm, you will work directly with attorneys and paralegals to draft estate plans, post death trust administration documents, record deeds, file court documents, follow up with clients, execute and notarize documents with clients, nurture client relationships, conduct research to support attorneys’ ongoing cases, and handle general clerical tasks. Legal Assistant Duties * Support multiple attorneys * Work with Attorneys to create, review and revise estate plan forms * Heavy telephone contact, email and direct interaction with client * Assist attorneys with information gathering and research for cases and mediation or trial preparations * Conduct research in legal publications and databases to find laws and court decisions pertaining to current cases * Draft legal forms for probates, trust administration/controversy matters and guardianships * Communicate with court officials and opposing counsel on behalf of clients and attorneys as needed * Help lawyers prepare for hearings, mediations, and trials * Handle incoming and outgoing mail * Manage attorneys’ calendars, schedule meetings and appointments * Maintain organized files, including copies of all documents and correspondence * Perform other administrative duties as they arise Legal Assistant Requirements and Qualifications * 2 Years previous experience in Estate Planning and Post Death Trust Administration * Legal secretary certification from an organization like Legal Secretaries International, Inc. or the National Association of Legal Secretaries is preferred, but not required * Demonstrate ethical conduct and ensure client confidentiality * Excellent research and organizational skills * Superb written and oral communications skills * Must have Probate Court Filing experience * Computer literate in word processing, databases (ProLaw), email, and Judicial Council Forms, office software (Outlook – emails and calendaring) * Must be able to format documents * Notary Public Company DescriptionDe Vore Recruiting is a boutique staffing firm. We call it Healthy Hiring... because finding great talent shouldn't be painful.De Vore Recruiting is a boutique staffing firm. We call it Healthy Hiring... because finding great talent shouldn't be painful.

Job Description Are you a person who believes in providing great care? Do you believe in having a positive impact on other people's lives? Are you a team-player, quick-thinker, and ready to be a part of an organization that supports your growth? WHAT WE'RE ABOUT We believe care goes beyond a medical chart. With kindness and integrity as our guide, we strive for excellence in every interaction. Requirements: You care. Position Summary: Responsible for overall business office operations ensuring that systems of internal control are in place and operating satisfactorily to safeguard facility assets. Ensures that cash flow is maximized and company accounts receivable targets are met. Acts as a financial liaison between corporate departments and other staff (accounting, reimbursement, MIS, etc.) Maximizes the effectiveness of the company's audit and compliance efforts. Business Office Manager Perks: • Generous Bonuses, • Growth Opportunities - DOUBLE your salary, • Health Benefits, • Complies with all company and departmental policies and procedures., • Compiles, audits and documents accounting/ financial data for the Care Center., • Maintains a thorough understanding of various topics as they relate to the facility financial operations including: government relations, GAAP, union provisions, third party billing and reimbursement issues, internal policies and procedures, data information systems and business relations with other facilities., • Supervises and participates in the monthly close of financials ensuring that revenue and expenses are posted to the correct accounts., • Supervises and participates in the timely and accurate processing of monthly billing to appropriate payer sources (Medicare, Medicaid, Private, Commercial, VA, Hospice and Co-insurance, etc)., • Supervises and participates in timely and accurate crossover billing., • Monitors and coordinates facility collection activity on all past due accounts to ensure account receivable targets are met. Reviews delinquent accounts and assesses ability to collect. Makes recommendations for third party collections and/or write off., • Prepares and/or ensures submission of A/R review documentation and monthly follow-up reports to corporate office and Administrator in a timely manner., • Checks Medi-Cal eligibility for each Medi-Cal receipient on admission and monthly., • Contacts Medi-Cal workers as necessary to obtain Medi-Cal eligibility and I.D. Cards. Obtains current Medicare, HMO and health insurance cards or copies for billing purposes., • Collects all charges from Central supply and appropriate invoices from vendors, and ensures timely payment of accounts payable., • Oversees payroll function, ensuring its accuracy and timeliness. Audits all salary increases, retroactive pay, adjustments, paid time off and benefits on a quarterly basis. Oversees all wage and hour requirements., • Oversees the Resident Trust Account and assures that all regulations are followed regarding the fund. Establishes and maintains accurate and on-going documentation of resident trust fund. Reports all resident account activity to the responsible party, resident and Administrator on a quarterly basis., • Ensures that all business records and files are accurate, complete and up to date., • 2-4 years' experience in a healthcare billing, preferably in long term care environment required, • Bachelor's or Associate's degree from accredited college with specialization in business or accounting preferred, • Supervisory experience required, • Public Notary preferred, • Ability to understand and implement healthcare reimbursement, billing and accounting principles., • Ability to understand, control and track direct spending and labor budgets., • Medical insurance with Rx benefits, • Dental insurance, • Vision care, • 401k retirement savings plan, • Paid vacation

Job Description Join the movement! Erewhon market is trailblazing in the health and wellness industry, and we’re rapidly expanding! Our culture comes from unstoppable leaders, inspiring staff, and the best food and wellness products on the planet. 10+ locations and growing. Overview: The Corporate Legal Counsel role will serve as a trusted advisor to our executive leadership, business teams, and store operations, providing practical, business-minded legal guidance across a wide range of areas. The ideal candidate will have a strong background in retail, grocery, and consumer-facing industries, with proven expertise in contracts, litigation management, regulatory compliance, employment law, and risk management. Key Responsibilities • Draft, review, and negotiate a broad range of agreements, including distribution, manufacturing, supply, service, sponsorship, data privacy/sharing, financing, purchase/sale, vendor, real estate leases, and partnership contracts., • Manage litigation matters, working with external counsel as needed, including claims related to real estate, employment, customers, intellectual property, product liability, and class actions., • Experience managing Prop. 65 claims., • Advise on employment, privacy, consumer protection, food/grocery labeling and marketing laws, ensuring compliance in promotional campaigns, advertising, and customer engagement initiatives., • Provide day-to-day legal guidance to executives, business leaders, and store teams, delivering practical, solution-oriented advice aligned with company goals., • Support strategic projects and deals, providing legal analysis and risk assessment., • Partner with departments such as Procurement, Operations, HR, Marketing, Finance, and Real Estate to anticipate legal risks, manage exposure, and proactively resolve issues., • Interpret, draft, and administer guidance on retail and grocery-specific legislation, including food safety, labeling, and environmental regulations., • Ensure company-wide compliance with applicable federal, state, and local laws and regulations., • Oversee contract lifecycle management, ensuring adherence to policies, regulations, and best practices while monitoring commercial risk., • Develop and implement legal strategies that support growth, protect company assets, and align with business objectives., • Advise the CEO, executive leadership, and shareholders on legal and business issues., • Oversee all litigation and claims, including employment defense, general liability, personal injury, intellectual property, and contractual disputes., • Manage the company’s insurance programs, evaluate coverage, and support claims management for optimal protection and cost-effectiveness., • J.D. (or foreign equivalent) with active membership in the California State Bar., • 10+ years of combined law firm and/or in-house legal experience, with significant exposure to food & beverage and/or grocery retail., • Experience in procurement, human resources, real estate, data privacy, and litigation within the retail sector., • Notary experience a plus!, • Strong ability to work independently and provide timely, actionable advice in a fast-paced environment., • Exceptional interpersonal, negotiation, and communication skills (both oral and written)., • Strong analytical skills and ability to exercise sound judgment, even with incomplete information., • Demonstrated ability to problem-solve with a business-friendly, solutions-oriented approach., • Strategic thinker with strong commercial awareness and practical application of legal expertise., • $250,000 - $300,000 / year (based on experience), • 50% off organic meals daily, • 20% off in-store purchases, • Well-stocked and healthy office snacks, beverages, espresso and tea To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes. By applying, you agree to Erewhon's Notice of Collection policy and all its terms and conditions:

Job Description Fluency in Mandarin and Cantonese is a must! Welcome to Enterprise Bank & Trust! Founded with a passion for entrepreneurship and community, we are dedicated to helping businesses—from cozy coffee shops to large construction firms—thrive. Our mission is clear: support our communities and empower our associates. With offices across Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada, and Texas, we are a growing force committed to making a difference. We believe in giving back, offering annual paid volunteer time off and charitable-matching opportunities. Recognized as a Best Bank to Work For by American Banker multiple times, we provide our associates with a wealth of benefits and the chance to shape their own career paths. Join us in guiding people toward a lifetime of financial success while enjoying a fulfilling career filled with growth opportunities and inspiring colleagues. Together, there’s no stopping you! Job Title: Assistant Branch ManagerJob Description: Summary: As the Assistant Branch Manager, you will oversee the daily operations of the branch, ensuring compliance with bank policies and procedures. You will lead and inspire our team of tellers and financial services representatives, fostering an environment of engagement and development. Essential Duties and Responsibilities: • Assist in supervising daily operations at new account desks and teller/service areas., • Coach associates, create schedules, and address service breakdowns while collaborating with the Manager on hiring and performance issues., • Partner with the Branch Manager to direct branch activities, ensuring exceptional customer service., • Monitor and coach staff on cross-selling, referral goals, and overall branch performance., • Ensure adherence to all company policies and procedures related to branch operations., • Handle customer concerns and escalate issues to the Branch Manager as necessary., • Assist in recruiting and training branch staff., • Complete new accounts and teller activities as needed., • Take on projects and miscellaneous duties as assigned., • Conduct quarterly assessments to ensure compliance with policies, audit guidelines, and security standards., • Willingness to travel up to 10% of the time to support other local branches.Qualifications:, • Exceptional leadership, interpersonal, and customer service skills., • Strong organizational skills with a keen attention to detail., • Thorough knowledge of bank operations, policies, procedures, compliance, and regulations., • Team-oriented with a positive attitude and ability to collaborate effectively., • Excellent oral and written communication skills., • Strong problem-solving abilities.Supervisory Responsibilities:, • Assist in supervising branch staff.Education and Experience:, • Bachelor’s degree in a business-related field or equivalent experience., • Minimum of two years of banking experience required., • Customer service experience is essential., • Experience in a goal-oriented environment preferred., • Previous supervisory experience is a plus.Computer and Software Skills:, • Proficient in Microsoft Word and Excel., • Familiarity with Google Suite, IBS, and Salesforce.Certificates, Licenses, and Registrations: Equal Opportunity Statement: Enterprise Bank & Trust is dedicated to ensuring equal opportunity for all applicants, including individuals with disabilities. We are proud to be an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, or protected veteran status. All employment offers are contingent upon successful completion of drug and background checks.

Job Description Welcome to Enterprise Bank & Trust! Founded with a passion for entrepreneurship and community, we are dedicated to helping businesses thrive—from the cozy mom-and-pop coffee shop to the large construction firm that employs local talent. With offices across Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada, and Texas, we are a strong and growing institution committed to supporting our communities. We extend this commitment to our associates by offering: • Annual paid volunteer time off Together, there’s no stopping you! Job Title: Assistant Branch ManagerJob Description: Summary: As the Assistant Branch Manager, you will oversee the day-to-day operations of the branch, ensuring adherence to bank policies and procedures. You will lead and inspire branch personnel, including tellers and financial services representatives, fostering an environment of engagement and development. Essential Duties and Responsibilities: • Assist in supervising daily operations of new account desks and teller/service areas., • Provide coaching to associates, create schedules, and address service breakdowns., • Collaborate with the Branch Manager to direct branch activities for optimal customer service., • Monitor and coach staff on cross-selling, referral goals, and overall branch performance., • Ensure compliance with all company policies and procedures., • Handle customer concerns and escalate issues to the Branch Manager as needed., • Assist in recruiting and training branch staff., • Complete new accounts and teller activities as required., • Accept and complete projects and miscellaneous duties as assigned., • Conduct quarterly assessments to ensure adherence to compliance, audit guidelines, and security standards., • Willingness to travel up to 10% of the time to support other local branches.Qualifications:, • Excellent leadership, interpersonal, and customer service skills., • Strong organizational skills with a keen attention to detail., • Thorough knowledge of bank operations, policies, procedures, compliance, and regulations., • Team-oriented with a positive attitude., • Strong oral and written communication skills., • Exceptional problem-solving abilities.Supervisory Responsibilities:, • Assist with the supervision of branch staff.Education and Experience:, • Bachelor’s degree in a business-related field or equivalent experience., • Minimum of two years of banking experience required., • Customer service experience is essential., • Experience in a goal-oriented environment preferred., • Previous supervisory experience is a plus.Computer and Software Skills:, • Proficient in Microsoft Word and Excel., • Familiarity with Google Suite., • Experience with IBS and Salesforce.Certificates, Licenses, and Registrations: Equal Opportunity Statement: Enterprise Bank & Trust is committed to ensuring equal opportunity for all individuals, including those with disabilities. We are proud to be an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity, or protected veteran status. All employment offers are contingent upon successful completion of drug and background checks.

Job Description As a Member Service Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Service Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $21 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Service Specialist is a key branch team member that will perform both service and sales activities. MSS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MSS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with products, including Consumer loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications. At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at

Job DescriptionPartners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work. Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive. Join us—and experience what it means to truly love what you do. The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partners Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively. Job Responsibilities: Lead Generation and Networking • Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities. Outbound Member Service and Sales • Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales Transaction Processing • Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members. Member Needs and Financial Solutions • Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions. Cross-Selling and Promotion • Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability. Loan Processing and Mentorship • Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices. Product Knowledge and Member Education • Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility. Membership Account Management • Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates. Quality Control and Compliance • Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc. Branch Operations and Notary Responsibilities • Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED (required) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Language Skills: Spanish (preferred) Certifications or Licenses Required: • CA Notary, • NMLS Certification, • Medallion Signature Guarantee Certification – PreferredOther Training, Technical Skills, or Knowledge Required:, • Ability to use a personal computer and related software applications including Microsoft Outlook – Required, • Experience using Episys – Preferred, • Experience using Springboard – Preferred, • Experience using Verafin – PreferredOther Measurable Abilities Required:, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving and decision making skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management skills & ability to multi-task, • Organized; good time manager, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Two years’ experience in the financial industry and credit unions is required., • Two years’ experience in teller cash handling and cash dispense machines is required., • Experience in sales is preferred. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: . Powered by JazzHR zdy0KtJtkg

Job DescriptionCalling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description 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. Powered by JazzHR En2L7riFLe

Job DescriptionCalling All Banking Relationship Managers, Premier Bankers, and Financial Advisors We have an incredible new opportunity launching in both our Orlando and California markets – Our Member Experience Advisor role! If you have experience as a Financial Advisor, Premier Banker, Private Banker or Sr Relationship Manager and have obtained your required licensing, this may be the role for you. As a Member Experience Advisor, you’ll be at the heart of our mission to create meaningful connections and be our members financial institution for life, while leading with purpose, fostering relationships, and helping members achieve their financial goals. The Opportunity This isn’t just a job – it’s a chance to make an impact. In this role, you’ll: • Be the trusted advisor: Serve as the primary contact for select members, offering personalized advice and tailored solutions that help them succeed., • Lead with integrity: Mentor branch team members, sharing your expertise to elevate the entire team’s performance., • Drive meaningful results: Partner with leadership to achieve retail growth objectives while always prioritizing what’s best for the member., • Deliver exceptional service: Educate members on innovative products, services, and digital tools to make managing their finances easier and more rewarding. What You’ll Bring We’re looking for someone who thrives on building connections and delivering results. You’ll need: • Proven experience in financial services and advising affluent clients., • Exceptional communication skills and a passion for delivering world-class service., • A leadership mindset and a desire to make a difference – not just in members’ lives but within your team and community., • A Series 7 and 66 or equivalent as well as insurance licenses for Life, Health, and Variable products. Why Partners? At Partners Federal Credit Union, we don’t just serve members – we empower them to reach their financial goals while creating meaningful relationships. Here, you’ll find: • A People-First Culture: We are driven by our commitment to our members and the communities we serve. Join a team that values collaboration, trust, and a shared purpose., • A Commitment to Your Growth: From professional development opportunities to clear career paths, we invest in you so you can invest in others., • As the credit union for The Walt Disney Company, our exclusive connection ensures best in class benefits and perks. Apply today to become a key part of the Partners Federal Credit Union story. Let’s create something extraordinary. This position is the main point of contact for a select group of Partners' affluent members, as well as other selected members from the branch and geography they cover. They are considered a key front-line leader for Partners Federal Credit Union whose main responsibility is to interact and develop long term profitable relationships with these Members by determining their financial needs and presenting and offering the best financial solution. The incumbent actively promotes and cross-sells Partners’ products and services during these transactions. The Member Experience Advisor serves as a leader to all levels of Member Experience Professionals, answering questions and resolving more complex member requests, and assists the Branch Manager and Member Experience Manager as needed. The incumbent is professional, mature in nature, very organized and knowledgeable while displaying a welcoming and positive demeanor with members and co-workers, and maintaining professional and ethical service standards set by Partners. Affluent Member focus while keeping Partners’ leadership competencies and core values centric to how you conduct business. The Member Experience Advisor needs to be versed in all Member Experience Professional positions to maintain capability to lead and inspect lower-level Branch positions. Securities/FINRA licensing required. While reporting directly to the Branch Manager, this role also collaborates closely with and is accountable to the MEA Program Manager to support strategic initiatives and ensure alignment with retail growth objectives. Essential Responsibilities: Comprehensive Relationship Management • Serve as the primary contact for affluent and select members, managing their complete banking and investment relationships using a proactive, consultative approach to retain, grow balances, and deepen relationships. Advice-Based Banking • Manage member relationships through an advice-based approach, ensuring members receive the best financial and investment products and services tailored to their needs, including multi-generational. Proactive Financial Needs Assessment • Identify changes in members’ life events and banking needs to recommend relevant financial solutions, helping members achieve financial success. Product and Service Expertise • Stay knowledgeable about current financial products, rates, and trends, including retirement products, CDs, money markets, and treasury ladders, to educate and guide members effectively. Transactional Support • Process a wide range of financial transactions, including deposits, withdrawals, payments, and check cashing, while ensuring all transactions meet quality control standards. Mentorship and Leadership • Mentor all levels of branch Member Experience Professionals passing on skills, knowledge, and information to enhance their performance and success. Operational Support and Decision-Making • Provide backup and support to the Member Experience Manager and Branch Manager in scheduling, overrides, interest rate exceptions, loan queue management, and sales coaching., • Collaborate with the MEA Program Manager to implement initiatives that drive retail success. Cross-Selling and Financial Growth • Promote the credit union’s objectives by cross-selling additional products and services, contributing to loan growth and increased assets at the branch., • Ensure all membership documents and loan documentation meet quality control standards and comply with policies, including CIP, OFAC, and Chexsystems. Member Education and Technology Adoption • Educate members on credit union technology and digital solutions, such as mobile and online services, to enhance convenience and financial literacy. Knowledge & Skills Education Level: High School or GED (required) Years of Relevant Work Experience: 3 to 5 years (1 year minimum for Member Experience Professional) Language Skills: Spanish (preferred) Haitian Creole (preferred) Certifications, Licenses, Registrations, etc.: NMLS Certification – Preferred CA Notary – Preferred Medallion Signature Guarantee Certification – Preferred State L&D Insurance License – Required FINRA 63 – Required FINRA Series 7 - Preferred FINRA Series 6 - Will Be Considered Continued employment for Series 6 applicants is contingent upon obtaining the Series 7 within 90 days (with possible extension to 120 days for extenuating circumstances) of onboarding. Other Training, Technical Skills or Knowledge: Ability to use a personal computer and related software applications including Microsoft Outlook. – Required Bachelor’s Degree – Preferred Experience in Episys – Preferred Experience using Springboard – Preferred Experience using Verafin – Preferred Abilities and Behaviors: • 3+ years’ experience building and maintaining effective relationships with customers and Partners, • 3+ years of customer service experience, • 3+ years branch banking experience, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management, organizational skills & ability to multi-task, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Excellent verbal, written and interpersonal skills, • Highly motivated, ability to successfully achieve objectives Scope of the Job Performance Standards: • New Memberships: 5-8/Mo, • Member Satisfaction Evaluation, • Cash balancing standards, • Quality Reviews – Loan / Memberships, • Loan Originations: (12-17 funded applications/Mo, $300,000-$425,000/Mo), • 8-12 Insurance Units/Mo, consisting of the following three:, • PLP Units/ 35% Penetration, • GAP/Units / 50% Penetration, • MBI Units / 10% Penetration, • 5-7 Qualified Referrals/Mo consisting of the following three:, • Wealth Management Referrals, • Auto Advisor / Autoland Referrals, • Home Mortgage Referrals, • Investment Product Sales: 2 new accounts/Mo Discretion / Latitude: This role requires a moderate level of supervision. Ability to apply common sense understanding to carry out detailed but uninvolved instructions and to deal with problems involving a few variables. Interactions: This role interacts with a combination of walk-in Members and outbound phone calls. There is a high level of interactions with all PFCU departments. Business / Work Environment: • Shift work including weekends and home visits consists of hours outside of an 8 - 5 schedule to cover the hours of operation., • Able / flexible to work evenings and Saturday at the convenience of the member., • Able / flexible to visit the member at their place of work or home Challenges: Sitting for a prolonged period of time and repetitive tasks. May perform different work functions within a normal workday. Training Requirements: Basic Compliance Training Requirements Basic NEO Training Requirements Core System Training Lending and New Account Platform Training Cards Training (Springboard & Card Wizard) PLP Training Unity Training Basic Underwriting Training focusing on quality loan application interviewing process & submission Physical Demands & Environmental / Working Conditions: Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Verbal communication where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Ability to hear average or normal conversations and receive ordinary information. Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. The hiring range for this position in California is $68,640 to $86,760 per year. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. Disclaimer The above information on this description 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. Powered by JazzHR TYy4TCg46E

Job DescriptionPartners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work. Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive. Join us—and experience what it means to truly love what you do. The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partners Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively. Job Responsibilities: Lead Generation and Networking • Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities. Outbound Member Service and Sales • Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales Transaction Processing • Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members. Member Needs and Financial Solutions • Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions. Cross-Selling and Promotion • Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability. Loan Processing and Mentorship • Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices. Product Knowledge and Member Education • Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility. Membership Account Management • Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates. Quality Control and Compliance • Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc. Branch Operations and Notary Responsibilities • Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED (required) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Language Skills: Spanish (preferred) Certifications or Licenses Required: • CA Notary, • NMLS Certification, • Medallion Signature Guarantee Certification – PreferredOther Training, Technical Skills, or Knowledge Required:, • Ability to use a personal computer and related software applications including Microsoft Outlook – Required, • Experience using Episys – Preferred, • Experience using Springboard – Preferred, • Experience using Verafin – PreferredOther Measurable Abilities Required:, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving and decision making skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management skills & ability to multi-task, • Organized; good time manager, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Two years’ experience in the financial industry and credit unions is required., • Two years’ experience in teller cash handling and cash dispense machines is required., • Experience in sales is preferred. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: . Powered by JazzHR lQXuGsRAOd

Job Description As a Member Service Specialist, you’ll help UNIFY’s credit union members safeguard their assets! At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members. Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…). We are all about making sure that our members get the knowledge and assistance they need. The Member Service Specialists work directly with members to do just that! Daily, you will • Listen to understand members’ needs., • Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.)., • Provide solutions based on training and available resources., • Build upon concepts and become a trusted expert., • Have passion to help and compassion to understand., • Competitive pay: Base wage starts at $21 per hour., • A clearly defined career path with promotion opportunities based on your performance., • Three weeks of job-preparedness training, • A leadership team committed to motivation and a positive environment., • A culture of inclusivity, belonging and fairness, • Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives, • Passion for helping people and an empathetic ear to our member’s needs., • Thirst for knowledge and desire to grow., • Ability to build relationships with credit union members and teammates., • Willingness to make outbound follow-up calls to credit union members., • Ability to change in daily tasks, procedures, and workspace., • High school diploma or equivalent, • Computer experience, including ability to type documentation while listening and engaging. Overview: UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter. We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful Summary: The Member Service Specialist is a key branch team member that will perform both service and sales activities. MSS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MSS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with products, including Consumer loans, general inquiries, recommending self-service technologies, and processing standard credit union transactions such as deposits and check cashing as needed. Successful candidates should have a working knowledge of sales and member service practices and procedures in a financial institution. Essential Duties & Responsibilities: • Responds to new and existing member inquiries, facilitates opening of accounts and recommends related Credit Union products and services based on a financial needs analysis., • Manage assigned member base and proactively uncover additional financial needs through referrals and outbound tele-consulting., • Proactively seeks, develops and maintains new business through outbound calling, internal referrals, interviews with new and existing members, and service calls to prospective employer groups; resulting in membership growth, shares, consumer loans., • Performs functions related to Consumer loans, including accepting loan applications, application processing and funding, while following lending policies, procedures and guidelines., • Records daily quality conversations with members and creates new member profiles. Inputs new membership accounts accurately and efficiently using established Credit Union policies and procedures. Maintains profiles to meet members’ future needs by conducting financial needs analysis., • Implements, supports, and monitors product campaigns at branches. Ensures Branch goals are met, anticipates obstacles, and strong strategy methods to optimize results., • Assists in the development of best practices and sales strategies by participating in training calls, conference calls, and other in branch meetings. Communicates this information and educates team members to promote group learning and maximize sales., • Develops and maintains relationships with our Investment, Insurance, and Mortgage business partners to maximize referral opportunities and achieve sales and service standards., • May conduct informal sales presentations to new and existing Select Employer Groups and Co-op groups to generate business., • Processes member transactions e.g. receiving and disbursing funds, posting deposits, loan payments, withdrawals, cash advances, and processing mail transactions efficiently and accurately., • Assists members with complex issues, initiating research, working with others to resolve and keeping the member informed., • Balances cash drawer, negotiable instruments, and daily work at the end of each workday, including encoding and proofing checks for item processing, according to Credit Union balancing requirements., • Participates in the opening and closing of the branch and may oversee operations in the absence of the manager., • Is an advocate and subject matter expert on digital banking options for members., • Becomes a Notary Public to service member needs., • Knowledge of features and benefits of Credit Union products and services in order to solicit, explain, and discuss with members. This information may be acquired through on-the-job and formal training programs., • Knowledge of sales training programs and ability to execute on these to fulfill members needs and train members of the sales team. Information relating to specific Credit Union programs may be acquired through on-the-job and formal training programs., • Strong communication skills (written and orally) and effective interpersonal skills to coach and train co-workers and deliver superior service., • Strong customer/member service skills., • Ability to analyze member’s financial needs and provide related information and/or data to demonstrate the benefits., • Requires a high school diploma or equivalent with a minimum of six months customer service, or sales experience, preferably within a financial institution., • Requires effective verbal and written communication skills, sales skills and proficiency in Microsoft Word, Excel and Outlook applications. At UNIFY, we believe that each team member is a valued contributor. Through a teamwork approach, we strive to provide a positive and rewarding workplace that helps our team succeed. UNIFY provides a work environment which promotes learning, growth, and the opportunity for team members to challenge themselves. Competitive Compensation and Excellent Benefits Package* Includes: Medical (PPO/HMO), Prescription, Dental (PPO/DMO), Vision, Life, and Short- and Long-Term Disability Insurance Dependent and Medical Care - Flexible Spending Accounts Vacation, Sick, Personal and Holiday Pay 401(K) Plan with employer match Education reimbursement for approved programs UNIFY banking privileges for you and your family *All programs subject to review and change An offer of employment is conditioned upon complying with UNIFY's requirements including, but not limited to, signing a consent to conduct a background investigation. UNIFY is proud to be a drug-free, EOE including disability/vets. For more information on UNIFY, visit us at

Job DescriptionPartners Federal Credit Union — Where careers thrive, work-life balance matters, and our mission profoundly impacts our Members. For 65 years, Partners Federal Credit Union has delivered The Partners Difference to more than 175,000 members, providing the highest levels of service, value, access, and convenience. At Partners, our people are the heart of everything we do. We attract, develop, and empower exceptional talent—individuals who are inspired by our Members’ financial dreams and committed to meaningful work. Whether you’re offering products that change lives, creating member experiences that bring joy, or driving innovation that pushes us forward, we want every individual at Partners to feel connected to their work in a meaningful way. Here, you’ll find more than just a job. You’ll discover a culture where you can grow your career, find balance, and make a difference. And as the credit union for The Walt Disney Company, our exclusive connection ensures best-in-class benefits and perks—because we believe that when people feel supported, they thrive. Join us—and experience what it means to truly love what you do. The Member Experience Professional II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves identifying and cultivating a network of member contacts through various channels to create financial opportunities and drive sales. Responsibilities include conducting outbound calls as part of the Partners Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend relevant financial solutions. The Member Experience Professional II will also promote the credit union's objectives by cross-selling products and services, process consumer loans, and mentor other team members. With expert-level product knowledge, this role educates members on financial responsibility and manages new memberships and account services. Ensuring compliance with quality control standards, assisting with branch operations, and providing notary services and medallion signature guarantees are also essential duties. This position requires a high degree of flexibility and the ability to anticipate and address potential issues effectively. Job Responsibilities: Lead Generation and Networking • Identify and build a network of member contacts through qualified leads, referrals, telephone canvassing, and face-to-face interaction to create financial opportunities. Outbound Member Service and Sales • Conduct outbound calling as part of the Partners Sales and Service program to enhance member service and drive sales Transaction Processing • Process a wide range of financial transactions including deposits, withdrawals, transfers, payments, and check cashing for credit union members. Member Needs and Financial Solutions • Proactively identify changes in members' life events and banking needs to recommend relevant services and financial solutions. Cross-Selling and Promotion • Promote the credit union's objectives and promotions through advisory skills and cross-selling additional products and services to deepen member relationships and enhance profitability. Loan Processing and Mentorship • Process consumer loans, ensure loan documentation quality, and mentor other Member Experience Professionals in best practices. Product Knowledge and Member Education • Use expert-level product knowledge to communicate features and benefits of credit union products and services, educating members on financial responsibility. Membership Account Management • Process new memberships, open accounts, and handle service requests such as additional share accounts, savings services, checking, money market, and certificates. Quality Control and Compliance • Ensure all membership documents meet quality control standards, including CIP, OFAC, ChexSystems, etc. Branch Operations and Notary Responsibilities • Assist Member Experience Manager with the Internal Verification Program, complete departmental projects and reports, maintain flexibility to support branch needs, and perform notary services and medallion signature guarantees. KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School or GED (required) Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Language Skills: Spanish (preferred) Certifications or Licenses Required: • CA Notary, • NMLS Certification, • Medallion Signature Guarantee Certification – PreferredOther Training, Technical Skills, or Knowledge Required:, • Ability to use a personal computer and related software applications including Microsoft Outlook – Required, • Experience using Episys – Preferred, • Experience using Springboard – Preferred, • Experience using Verafin – PreferredOther Measurable Abilities Required:, • Excellent member service and conflict resolution skills, • Effective sales skills, • Strong problem-solving and decision making skills, • Clear and open communication skills, • Flexible; easily adapts to change, • Strong time-management skills & ability to multi-task, • Organized; good time manager, • Responsible; takes initiative and works independently, • Strong teamwork skills, • Two years’ experience in the financial industry and credit unions is required., • Two years’ experience in teller cash handling and cash dispense machines is required., • Experience in sales is preferred. Disclaimer The information contained in this job description has been designed to indicate the general nature and level of work performed by cast members within this role. It is not designed to contain or to be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of cast members assigned to this job. The hiring range for this position in California is $24.00 to $33.98 per hour. The base pay actually offered will take into account internal equity and also may vary depending on the candidate’s geographic region, job-related knowledge, skills, and experience among other factors. A bonus and/or long-term incentive units may be provided as part of the compensation package, in addition to the full range of medical, financial, and/or other benefits, dependent on the level and position offered. To learn more about our benefits visit: . Powered by JazzHR f4cqvQmt77

Job Description Come grow with us! Lemieux & Associates, a national leader in the investigative industry, is seeking experienced SIU/Claims Investigators in the Los Angeles or surrounding area. This is a part-time position to start with the ability to turn into a full-time position for the right individual. The owners are entrepreneurial, experienced, field investigators, each with over 25 years of experience. We understand the job and never forgot our roots in the field. We are dedicated professionals with a motivational management style with proven ability to recruit, develop and direct highly successful teams that consistently excel. Requirements: You must have complex SIU/Claims investigation experience and reside in the Los Angeles or surrounding areas. If you do not meet these requirements, please do not apply because we can't hire you. Responsibilities: • Provide detailed accurate reports, • Obtain written and recorded statements, • Perform scene investigations, • Investigate property theft, vehicle theft, garaging issue and permissible use claims, • Ability to accurately photograph evidence i.e., accident scenes, vehicle damage, etc., • Experience conducting complex SIU/Claims cases is a must., • Being a notary is highly preferred, • Experience conducting surveillance as a Private Investigator is preferred but not required., • Bi-lingual a plus, • Associates/Bachelor, Degree in Criminal Justice or Related Field is a plus, • Ability and willingness to travel as necessary, • Flexibility to work varied/irregular hours and days, • Strong computer and Internet skills, • Must possess a valid state-issued driver's license, • Must possess a reliable vehicle, digital camera and computer with Windows Operating System, Microsoft Word and Internet connection, • Must have the personal pride to get your work product in on time, • Competitive starting pay, • Travel time compensation, • Report writing compensation, • FT positions are offered the following benefits: Medical, Dental, 401K, Paid Vacation and Paid Holidays

Job Description This position reports on-site. Summary: Understands, communicates, and works to achieve the values, vision, and mission of FFB, FFA, and First Foundation, Inc. Responsible for delivering superior client service and proactively selling bank products/services that meet prospect/client needs. Requires a thorough understanding of various client needs, and transactions, effective communication skills, and the ability to sell/cross-sell/refer all bank products and services. Responsible for risk management, establishing new relationships, opening new accounts, and providing financial transactions in a professional, efficient, friendly, and accurate manner. Duties and Responsibilities: • Employee is responsible for adherence to all compliance programs and the completion of all required and assigned training by established due dates, • Employee is responsible for understanding their duties and responsibilities as it relates to the Bank Secrecy Act, (“BSA”), Anti-Money Laundering Act (“AML”), and Office of Foreign Assets Control Regulations (“OFAC”). This includes understanding any responsibilities outlined under the Bank’s BSA/ OFAC Program, participating in any required training, and promptly complying with all reporting requirements, • Support the achievement of branch sales goals and objectives (i.e., deposits, loans, referrals, etc.), • Generate new business to assist in meeting established production and profitability goals of the branch, • Needs-Based Selling: Proactively promote, cross-sell, and refer products and services as appropriate to meet our clients’ financial needs, • Prepare and compile new account applications and required information to open new accounts for both business and consumer prospects/clients, • Refer client opportunities to internal and external sales partners to meet client financial needs, • Provide ongoing relationship servicing with existing clients, • Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism, • Respond to clients’ inquiries and requests regarding accounts, • Work closely with the branch manager in the proactive sales efforts of the branch. i.e., telemarketing, outside prospect client appointments, appointment follow-up, etc., • Process routine to the complex client transaction. i.e., deposits, transfers, wires, check cashing, etc., • Notary Commission - serve as one of the branch team Notaries, • Regular and consistent attendance required Geographic Location: Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. Education and/or Experience: • High school diploma or equivalent required; Associate/Bachelor’s Degree preferred, • Excellent command of the English language, both written and verbal, and the ability to effectively communicate with all levels within the organization and out in the community, • Working knowledge and understanding of all bank products and services required, • General Mathematics and Accounting, • Must be able to assess any given situation, make decisions, and bring to a successful resolution, • Must be experienced in the effective use of one or more core banking deposit and new account software 25% = Risk Management, Operations, Compliance, Training, Meetings, etc. 75% = Sales/Client Service, Lobby Management Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is regularly required to sit for long periods; use hands to operate controls on a computer; reach with hands and arms for phone and computer work; to communicate on the phone for extended periods. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. This job description is subject to change at any time. First Foundation is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with a disability, sexual orientation, gender identity, or any other characteristic protected by law.

Job Description Lead with Purpose. Build with Passion. Belong to Something Greater. At Orange County’s Credit Union, we don’t just offer banking services, we create meaningful relationships that empower our members and enrich our community. With over 85 years of trust, $2.5+ billion in assets, and 140,000+ members, we’ve built a reputation for excellence—and we’re just getting started. Our commitment to people, performance, and purpose has earned us the #1 spot in the Orange County Register’s 2024 Best Credit Union list, and the voices of our employees have earned us the Peter Barron Stark Award for Workplace Satisfaction. When you join us, you’re not just taking the next step in your career; you’re joining a team that loves where they work. Are you a dynamic leader with a passion for people, performance, and purpose? Do you thrive in a fast-paced, relationship-driven environment where your ideas matter and your impact is felt daily? If so, we want YOU to be the next Assistant Branch Manager at our vibrant credit union! What You’ll Do: As the right hand to the Branch Manager, you’ll lead with heart and hustle—driving service excellence, team performance, and business growth. You’ll be the spark that ignites a culture where every Associate owns the Member experience and every Member feels valued. • Lead with Purpose: Inspire and coach a team of talented Associates to deliver exceptional service and build lasting relationships., • Drive Results: Use strategic thinking and performance accountability to meet and exceed branch goals., • Champion Innovation: Challenge the status quo and ask, “How can we improve?” every single day., • Grow the Business: Represent the credit union in the community, cultivate relationships, and drive new Membership growth., • Empower Your Team: Cross-train Associates, recognize achievements, and create a culture of continuous development., • Make Smart Decisions: Use data, NPS feedback, and financial reports to guide branch strategy and profitability., • Stay Compliant & Secure: Ensure branch operations meet regulatory standards and maintain a safe, secure environment. What You Bring: • 3+ years of sales/customer service experience in a financial institution PLUS 3+ years having direct reports and managing the performance of others (operations, compliance, & sales)., • Proven success in business development and community engagement, • NMLS License & Notary Certification (or willingness to obtain), • A passion for leadership, service, and making a difference What We Offer • A Voice That Matters: Your ideas help shape our future! Be part of a thriving and growing organization where everything you do contributes to overall success., • A People-First Culture: We lead with empathy and authenticity., • Comprehensive Benefits:, • Anthem HMO/PPO, Delta Dental, and Unum options – from day one!, • 401(k) with up to 8% employer match, • Annual performance bonuses & merit increases, • Educational grants up to $1,000, • 13 vacation days/year (increases after 5 years), • 7 sick days/year + paid holidays

Job Description Radius is looking for an Entry level Legal Admin. Full-Time Position (Monday-Friday) Hourly rate + monthly Commission Benefits. A comprehensive remuneration package is guaranteed. We are looking for a self motivated Legal assistant to ensure smooth running of the office and effective case management. You will provide a broad spectrum of legal services under the supervision of an attorney. Essential Functions: • Compile and organize documents for litigation., • Make phone calls to courts., • Filing of pleadings in the ePortal system, • Monitor filings for rejections or other alerts, • Review Court progress dockets, • Ensure all proper authorizations have been secured prior to final processing., • Preparing outgoing mail and notices, • Receiving incoming mail and notices, • 1+ years of legal administrative experience, • Familiarity with law, legal procedures and protocols, and court system, • Working knowledge of case management software, • Proficiency in Microsoft Office Suite programs required., • Detail orientation, problem solving, accuracy and organizational skills required., • Ability to work independently and meet deadlines, • Paralegal Certification (preferred)

Job DescriptionGK is recognized by the Los Angeles Business Journal as one of theMost Influential Family-Owned Businesses in Los Angeles Goldrich Kest ("GK") is a diversified real estate development and management group of companies and partnerships. Its focus is to expand its portfolio of proven and well-located properties including multi-family, industrial, retail, commercial and congregate care through acquisition and development while providing stable cash flow to its partners and outside investors. Position Details: • Salary Range: $62,000 - $93,000 (DOE), • Non-Exempt Essential Functions: This job description should not be interpreted as all-inclusive. It is intended to identify the essential functions and requirements of this position. The incumbent may be requested to perform job-related responsibilities and tasks other than those stated in this job description. • Contract Administration:, • Assist in the drafting, review, and revision of legal correspondence, notices, corporate contracts, agreements, and other transactional documents, especially editing, formatting, and finishing legal documents in MS Word., • Prepare and maintain contract templates and company protocol tip sheets, and ensure they comply with corporate policies and legal standards., • Track contract deadlines, renewals, and obligations, ensuring timely execution and compliance., • Document Management:, • Organize and manage both electronic and physical files for transactional matters, including contracts, correspondence, and other relevant documents., • Coordinate document execution and notarization processes as needed., • Conduct routine audits of document management systems to ensure accuracy and completeness, including maintaining the Law Department’s task management software., • Administrative Support:, • Schedule and coordinate meetings, calls, and presentations for the legal team, including preparing agendas and meeting materials., • Handle internal and external communications related to transactional and litigation matters, including liaising with stakeholders, lawyers, consultants, and vendors., • Assist in the preparation and processing of internal reports, expense reports, and invoices related to legal/finance transactions., • Co-manage General Counsel and CFO's calendar., • Assist in additional aspects requested and related to both the legal and finance departments., • Transactional Coordination:, • Support the legal team in managing various stages of corporate transactions, including due diligence, closing, and post-transaction activities., • Assist with governmental filings, corporate governance matters, and compliance documentation., • Conduct preliminary research and due diligence as required for transactions and corporate maintenance., • Compliance and Record Keeping:, • Ensure adherence to corporate policies and legal requirements in all documentation and administrative processes., • Maintain accurate and up-to-date records of all transactional activities, ensuring proper documentation for audits and reviews., • Office and Team Support:, • Relay to Office Services the office supplies and equipment needs of the Legal Department., • Perform other duties as assigned.Qualifications:, • Required Knowledge, Skills, and Abilities:, • Proficiency in Microsoft Office Suite: high proficiency with Word and Outlook; basic proficiency with Excel and PowerPoint; high proficiency with Windows legal document management systems., • Ability to learn and maintain Legal Department workflow/task management software (e.g., Trello, Asana, or Monday.com, etc.)., • Understanding of corporate legal terminology, transactional procedures, and compliance requirements., • Excellent organizational and time-management skills with a demonstrated ability to manage multiple tasks and prioritize effectively., • Superior writing and oral communication skills., • High attention to detail and accuracy in document preparation and data management., • Ability to work independently and collaboratively within a team environment., • Professional demeanor with the ability to handle sensitive and confidential information., • Strong problem-solving skills and the ability to adapt to changing priorities and deadlines., • Ability to exercise independent judgment and take initiative to accomplish objectives in a timely manner with moderate to little supervision., • Ability to communicate clearly with and effectively present information to General Counsel, Senior Attorney, Paralegal, executives and managers., • A proactive, collegial team member with effective client relations skills., • Knowledge of computer systems and applications; must be highly computer proficient, including with Windows OS, Microsoft Office programs, internet use and research, and email., • Knowledge of transactional legal workflows and tasks and basic litigation tracking., • Education:, • Associate’s degree in Paralegal Studies, Legal Administration, Business Administration, or a related field required., • Bachelor’s degree preferred., • Commissioned California Notary Public in good standing, strongly preferred., • Experience:, • Minimum of 3-5 years of experience as a legal administrative assistant, within a transactional law firm department or in-house corporate legal department., • Experience with corporate transactional matters and contract management; commercial real estate legal administration experience preferred.Minimum Job Requirements:, • Experience:, • At least 3 years of relevant experience in a legal administrative role with a focus on transactional or corporate law., • Technical Skills:, • Excellent writing and speaking ability., • Proven ability to review and manage legal documents., • Proficient in using office and task management software, document management systems, and office productivity tools., • Competency with office equipment and technology., • Education:, • Associate’s degree or equivalent experience in a legal field or related business field., • Personal Attributes:, • Demonstrated attention to detail and precision in all tasks., • Effective time management skills and ability to work under tight deadlines. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand, walk, use hands to finger, type, handle or feel, and reach with hands and arms. Materials and Equipment: This role routinely uses standard office equipment such as laptop computers, computer tablets, smart phones, teleconferencing systems, earphone/microphone headsets, calculators, photocopiers, scanners, filing cabinets, and other presentation materials. Working Conditions: • Hours: Full-time position with standard office hours. Flexibility for occasional overtime or additional hours may be required based on project deadlines. Application Instructions: Please submit your resume and a cover letter outlining your qualifications and experience. Equal Opportunity Employer: Goldrich Kest provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, marital status, veteran status, or any other consideration made unlawful by federal, state, or local laws. Goldrich Kest is committed to providing reasonable accommodation for qualified applicants, and employees with disabilities to ensure they enjoy equal access to all employment opportunities and benefits of employment as required by the Americans with Disabilities Act.

Job Description Remain a critical part of the legal industry while putting your legal skills to work. We are seeking a tech-savvy individual looking for a career within the legal system to join our team as a Deposition Officer. In this role, you will use high-quality digital audio equipment to capture the verbatim record of a deposition or other legal proceeding. This is a high-demand career that offers flexible schedules, ongoing support & mentorship, & high earning potential. ENTRY-LEVEL - No Experience Required. We provide you with all the support you need to be successful. Deposition Officers (DO)’s are not shorthand reporters or stenographers, and no stenographic tools or training is required. Responsibilities: • Managing the proceedings as an independent arbiter of the record, • Swearing in witnesses and acting as Notary of the State, • Generating a clear and complete recording of the proceeding using high-fidelity audio technology, • Obtain your own digital audio equipment, • Have a state notary commission We Offer: • Career in high demand - access to the widest pool of work in the industry - you’ll have opportunities for hybrid assignments across the US & Canada., • Superior Engagement & Support - online community supports our deposition officers and encourages them to make the most of their contract and earning potential, • FLEXIBLE WORK SCHEDULE – One of the excellent benefits of working as a Deposition Officer is choosing assignments that match your schedule. You set your own hours Apply Today! Company DescriptionAs a qualified digital reporter and independent contractor, you are automatically eligible to accept a variety of assignments of your choosing. Litigation continues to increase nationwide, Veritext is investing in developing the workforce necessary to support the rapidly growing demand for deposition officers - and we'll support you every step of the quick & easy process to becoming eligible to do the job.As a qualified digital reporter and independent contractor, you are automatically eligible to accept a variety of assignments of your choosing.\r\n\r\nLitigation continues to increase nationwide, Veritext is investing in developing the workforce necessary to support the rapidly growing demand for deposition officers - and we'll support you every step of the quick & easy process to becoming eligible to do the job.

Senior Administrative Assistant – VP of Human Resources (On-site | $75K + Bonus).Senior Administrative Assistant.Vice President of Human Resources.This is a high-impact, on-site role that requires professionalism, discretion, and top-tier administrative skills.You’ll manage day-to-day executive

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl

We’re looking for enthusiastic, self-driven, individuals to assist existing and prospective clients within our organization.This position will work with multiple clients throughout the day providing outstanding service and product knowledge.Distributes all benefit enrollment materials and

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you.Whether you’re looking for a side hustl