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Job Description California is OPEN! Join our Farmers Family and become a part of one of the fastest growing Insurance Companies in America! Want to own your own business in the ever growing Insurance Industry? Click apply now to schedule your call with us today. Responsibilities: • Expanding the company's book of business by offering expert consultations on over 50 insurance products to new and existing clients., • Facilitate resolution strategies for client inquiries., • Expand business reach by engaging in your local community and building business relationships with other professionals such as CPAs, Lawyers, Realtors and Mortgage Brokers., • Comply with insurance standards and regulations through continuous education, training and implementation., • Develop and implement your own sales strategy while building and leading a high- performing team, backed by an award-winning Farmers District team! Qualifications: • Entrepreneurial spirit, with strong drive and ambition., • Previous experience in insurance, along with Property Casualty License and/or Life Insurance License is a plus., • Minimum 1 year experience in a leadership role, customer relations or sales., • Maintain a client-centric business culture by building rapport and proactively communicating., • Strong negotiation, work ethic and time management skills., • Excellent written and verbal communication skills., • Ability to self-manage, prioritize business needs and multitask., • No criminal convictions, felonies or misdemeanors within the past 10 years., • Ability to show credit worthiness and qualify for business capital requirement. Projected Income: Our agency owners, on average, achieve the following during their first 5 years of operation: • Year 1: $60,000-$90,000, • Year 2: $90,000-$120,000, • Year 3: $120,000-$150,000, • Year 4: $150,000-$180,000, • Year 5: $180,000-$250,000+ Benefits: • Award-Winning Training Program and a proven turnkey system., • Uncapped commission=Unlimited income potential, while helping people protect and grow their assets., • New Business and Renewal commissions create consistent residual income., • Competitive, performance driven quarterly and annual bonus opportunities., • Stability with a solid, top-performing company within the California insurance industry., • Access to industry-leading Insurance products., • Independent Contractor: Build equity in your business., • Local training: Dedicated business coach and a team of trainers., • Access to business, financial support through our partner financial institution. Our District offers multiple entry points into agency ownership. Ask us about our Protégé program and the opportunity to waive the capital requirement.

Job Description California is OPEN! Join our Farmers Family and become a part of one of the fastest growing Insurance Companies in America! Want to own your own business in the ever growing Insurance Industry? Click apply now to schedule your call with us today. Responsibilities: • Expanding the company's book of business by offering expert consultations on over 50 insurance products to new and existing clients., • Facilitate resolution strategies for client inquiries., • Expand business reach by engaging in your local community and building business relationships with other professionals such as CPAs, Lawyers, Realtors and Mortgage Brokers., • Comply with insurance standards and regulations through continuous education, training and implementation., • Develop and implement your own sales strategy while building and leading a high- performing team, backed by an award-winning Farmers District team! Qualifications: • Entrepreneurial spirit, with strong drive and ambition., • Previous experience in insurance, along with Property Casualty License and/or Life Insurance License is a plus., • Minimum 1 year experience in a leadership role, customer relations or sales., • Maintain a client-centric business culture by building rapport and proactively communicating., • Strong negotiation, work ethic and time management skills., • Excellent written and verbal communication skills., • Ability to self-manage, prioritize business needs and multitask., • No criminal convictions, felonies or misdemeanors within the past 10 years., • Ability to show credit worthiness and qualify for business capital requirement. Projected Income: Our agency owners, on average, achieve the following during their first 5 years of operation: • Year 1: $60,000-$90,000, • Year 2: $90,000-$120,000, • Year 3: $120,000-$150,000, • Year 4: $150,000-$180,000, • Year 5: $180,000-$250,000+ Benefits: • Award-Winning Training Program and a proven turnkey system., • Uncapped commission=Unlimited income potential, while helping people protect and grow their assets., • New Business and Renewal commissions create consistent residual income., • Competitive, performance driven quarterly and annual bonus opportunities., • Stability with a solid, top-performing company within the California insurance industry., • Access to industry-leading Insurance products., • Independent Contractor: Build equity in your business., • Local training: Dedicated business coach and a team of trainers., • Access to business, financial support through our partner financial institution. Our District offers multiple entry points into agency ownership. Ask us about our Protégé program and the opportunity to waive the capital requirement.

Job Description California is OPEN! Join our Farmers Family and become a part of one of the fastest growing Insurance Companies in America! Want to own your own business in the ever growing Insurance Industry? Click apply now to schedule your call with us today. Responsibilities: • Expanding the company's book of business by offering expert consultations on over 50 insurance products to new and existing clients., • Facilitate resolution strategies for client inquiries., • Expand business reach by engaging in your local community and building business relationships with other professionals such as CPAs, Lawyers, Realtors and Mortgage Brokers., • Comply with insurance standards and regulations through continuous education, training and implementation., • Develop and implement your own sales strategy while building and leading a high- performing team, backed by an award-winning Farmers District team! Qualifications: • Entrepreneurial spirit, with strong drive and ambition., • Previous experience in insurance, along with Property Casualty License and/or Life Insurance License is a plus., • Minimum 1 year experience in a leadership role, customer relations or sales., • Maintain a client-centric business culture by building rapport and proactively communicating., • Strong negotiation, work ethic and time management skills., • Excellent written and verbal communication skills., • Ability to self-manage, prioritize business needs and multitask., • No criminal convictions, felonies or misdemeanors within the past 10 years., • Ability to show credit worthiness and qualify for business capital requirement. Projected Income: Our agency owners, on average, achieve the following during their first 5 years of operation: • Year 1: $60,000-$90,000, • Year 2: $90,000-$120,000, • Year 3: $120,000-$150,000, • Year 4: $150,000-$180,000, • Year 5: $180,000-$250,000+ Benefits: • Award-Winning Training Program and a proven turnkey system., • Uncapped commission=Unlimited income potential, while helping people protect and grow their assets., • New Business and Renewal commissions create consistent residual income., • Competitive, performance driven quarterly and annual bonus opportunities., • Stability with a solid, top-performing company within the California insurance industry., • Access to industry-leading Insurance products., • Independent Contractor: Build equity in your business., • Local training: Dedicated business coach and a team of trainers., • Access to business, financial support through our partner financial institution. Our District offers multiple entry points into agency ownership. Ask us about our Protégé program and the opportunity to waive the capital requirement.

Job Description Are you a top performer but know you're not being paid like one? Maybe you're paid like one, but you're sacrificing precious time with your loved ones? Start part-time, learn the system, and transition into full-time (30-40 hours/week) when you start making more money here in your part-time than in your current full-time position. I have numerous examples of agents doing exactly that across the country, regardless of background. I was a former school teacher of 7 years. In my third week I made more in that week than I ever had in a month before, and quickly decided to move into a full-time role. For 30 years we have coached hundreds of agents to multiple six figure incomes, and are looking for the next handful of new agents to mentor to do the same. As a financial services agency, Taubman Financial Management offers mortgage protection, final expense, retirement solutions, college savings strategies, term and whole life insurance options, and debt elimination programs to American families. We provide training, support, and 1-on-1 mentorship to our agents in this 100% remote role. Warm leads are available - there is NO COLD CALLING. We provide all the back office support, processes, and technology. You bring the integrity, work ethic, and coachability. This is a 1099 independent contractor position. Compensation is 100% commission-based. Responsibilities • Potential clients are requesting information by either filling out a form via direct mail, calling a 1-800 number, or completing an online ad on one of many social media platforms., • Agents text and/or call to set up appointments to meet with prospective clients via Zoom or phone to help them apply for the coverage. Many applications for clients are taking 10 minutes or less, with instant decision results., • Match clients with appropriate insurance solutions (mortgage protection, life, final expense, retirement, etc.), • Full time agents put in 5-10 hours on the phone, 10-20 hours running appointments, and 5-10 hours on administrative tasks & training calls. The Compensation • The average sale on a beginning contract pays between $600 - $800., • Full-time agents write an average of 3-7 sales per week*, • Agents can earn a 5% raise every 2-3 months., • There are no quotas., • Compensation is 100% commission-based and varies by performance. These ranges reflect averages for active agents Company Description Taubman Financial Management is a remote financial services agency. Founded by Scott Taubman, the agency is built on mentorship, integrity, and a proven system that helps everyday people succeed in life insurance sales — no matter their background. We specialize in mortgage protection, final expense, retirement solutions, and debt elimination strategies. Our agents receive hands-on support, warm leads, and all the tools needed to grow their business from home at their own pace. #remote #workfromhome Requirements Skills And Qualifications • Active Life Insurance License, or willingness to get one, • We help you obtain your license, • Must be U.S. Citizen or Permanent Resident and willing to undergo a background check, • Self-motivated to work from home part-time or full-time, • Coachable, • Results driven with unwavering integrity, intense work ethic and exceptional coachability, • Have a growth mindset with a desire to move up within the company, • Passionate about personal development, • Eager to follow a proven system to become successful

Job DescriptionCalling All Banking Relationship Managers and Premier Bankers 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 6 and 63 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 DescriptionDescription: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations., • The Personal Banker 3 must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team to maximize revenue growth and to meet or exceed personal and Branch sales and service goals., • Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations., • Performs a full range of senior teller, operational, and account management transactions accurately and efficiently., • Balances daily transactions and verify that cash totals are correct., • Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required., • Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of two (2) years of banking experience, • Track record of outstanding member service., • Demonstrated track record of success meeting and/or exceeding established goals., • Lending experience., • Strong “People” skills, comfortable multi-tasking, ability to work independently AND as a member of a team, capable in a relationship focused sales environment. Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $23 -$28 / per hour. Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE/Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: Personal Banker II - Chatsworth At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • Performs Teller and referral functions, opens new accounts and loan applications to build relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to members in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent, • Previous branch banking experience with platform experience required., • Track record of outstanding member service, • Demonstrated success meeting and/or exceeding established sales goals, • Cash Handling experience and responsibilities required, • Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team., • Proven capability in a relationship focused sales environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE Veteran / Disabled Drug-free Workplace Pay Range Info: The base pay range for this position is: $21.40 - $26.75 hourly plus referral incentives (guaranteed $500/month for the first three months) Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: Personal Banker II - Granada Hills At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • Performs Teller and referral functions, opens new accounts and loan applications to build relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to members in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent, • Previous branch banking experience with platform experience required., • Track record of outstanding member service, • Demonstrated success meeting and/or exceeding established sales goals, • Cash Handling experience and responsibilities required, • Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team., • Proven capability in a relationship focused sales environment. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. EOE Veteran / Disabled Drug-free Workplace Pay Range Info: The base pay range for this position is: $21.40 - $26.75 hourly plus referral incentives (guaranteed $500/month for the first three months) Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker 2, who is an experienced advisor in establishing, developing, and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. About You: • Customer Service: You are a resource in identifying and resolving member servicing issues and enhances member experience by providing distinctive quality service., • Teamwork: Your leadership style emphasizes the importance of teamwork, while encouraging individuals to learn and grow. You have been recognized for your excellent interpersonal skills and your ability to effectively communicate, build rapport, and relate to others., • Judgement: You make exact decisions about business policies, managing risks and ensuring operations are conducted in accordance with internal policies, procedures, and legal/regulatory requirements., • Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors. What You Will Do: • Responsible for establishing, developing, and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • Performs Teller and referral functions, opens new accounts and loan applications to building relationships and drive growth and sales opportunities., • Accurately count cash, checks, and package coins and currency., • Balance daily transactions and verify that cash totals are correct., • Promotes, educates, and refers on credit union financial products and services to member in the community based on their needs as determined from member interviews., • Assumes responsibility for performing a broad variety of Teller transactions including deposits, withdrawals, transfers, and loan payments, sells cashier's checks with a high degree of accuracy in accordance with CU's policies and procedures, including robbery procedures. Requirements: What We Are Looking For: • High School degree or equivalent, • 6 months to 1 year of banking experience, • Proven cash handling skills and responsibilities required, • A strong track record of delivering exceptional member service, • Demonstrated success in meeting or exceeding sales goals, • Excellent interpersonal skills and a team-oriented mindset, • Ability to multitask and work independently, • High level of trust, credibility, and diplomacy, • Bilingual Spanish preferred Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of this opening. Equal Opportunity Employer - Veteran / Disability Drug-free workplace Pay Range Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $21 - $26.75. Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members

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 I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: • Efficient Teller Operations:, • Ensure all teller functions comply with policies and security standards., • Maintain professional and effective teller operations, including balancing and securing funds., • Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines, • Member Services:, • Provide exceptional member service by meeting Members' needs promptly and professionally., • Resolve Members’ requests, problems, and questions; offer Credit Union products and services., • Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility., • Process transactions, open new accounts, and handle consumer loans from start to finish., • Leadership and Supervision:, • Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership., • Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch., • Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development., • Handle any special projects delegated by leader., • Problem-Solving and Support:, • Address complex transactions and sensitive Member relations issues., • Investigate and correct teller out-of-balance conditions., • Support personnel with day-to-day operations and Member interactions., • Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly., • Product Knowledge and Cross-Selling:, • Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services., • Conduct outbound calls for Member Service and Sales, following the 2/2/2 program., • Transaction Processing:, • Perform a wide range of financial transactions, ensuring accuracy and security., • Responsible for overrides., • Process deposits, withdrawals, transfers, payments, and check cashing., • Balance daily transactions and verify cash totals., • Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them., • Member Relationship Building:, • Build a network of Member contacts through qualified leads and referrals., • Promote Credit Union objectives and deepen business relationships., • Quality Control and Compliance:, • Ensure all membership documents meet quality control standards., • Maintain compliance with policies, including CIP, OFAC, and ChexSystems., • Maintain and enhance financial business acumen through continual training and self-development., • Communication and Coordination:, • Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management., • Provide suggestions for improved service and streamline operations., • Flexibility and Additional Duties:, • Maintain flexibility in support of branch needs., • Complete projects and reports related to the department., • Perform other related duties as assigned or requested.KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: • 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.Performance Standards:, • Balancing Standards, • Balancing Percentage Member Satisfaction, • Transaction Quality, • Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \, • Partners Wealth Management (Total Referrals / Qualified Referrals), • Review Membership Applications (Membership Officer), • Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans), • Autoland / Auto Advisor referrals (Total referrals/qualified referrals), • Review and submit the monthly Teller Over / Short report to the Branch Service Manager 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. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM – 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: • move self in different positions to accomplish tasks in various environments including tight and confined spaces, • remain in a stationary position, often standing or sitting for prolonged periods, • adjust or move objects up to 15 pounds in all directions, • perform repeat motions that may include the wrists, hands, and/or fingers, • use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together, • verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly, • hear average or normal conversations and receive ordinary information The hiring range for this position in California is $24.00 to $30.69 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. Powered by JazzHR lnrlPbdcfE

Job DescriptionBenefits: • 401(k), • 401(k) matching, • Company parties, • Dental insurance, • Free food & snacks, • Health insurance, • Paid time off, • Training & development, • Vision insurance Department: Support/Member Services Reports to: Director of Administration Tenure/Time Base: Permanent, Non-Exempt/Part-Time Perform a variety of limited transactional duties to serve members by receiving and disbursing funds with a high degree of accuracy. This position is responsible for processing routine financial transactions, maintaining accurate records, and delivering exceptional service in accordance with credit union policies and procedures. The MSR I / Floater will also assist with opening new accounts and will rotate between branches as needed to ensure consistent service coverage, especially during peak hours, staff absences, or breaks. Job Responsibilities Greet and welcome Members to the credit union in a courteous, professional, and timely manner. Answer phones, emails, and follow-up on voicemails. Assist new Members in opening Memberships and accurately collecting all BSA/CIP required documents. Build relationships and enhance Member experience, respond to Member requests in a friendly, helpful, and positive manner. Process transactions in a prompt, efficient, confidential, and accurate manner. Receive share drafts/checks and cash for deposit into accounts, verify amounts, examine share drafts, checks for proper endorsement, and accurately enter deposits into computer records and core system. Process withdrawals from accounts and/or share draft/check cashing, verify amounts, and enter withdrawals into the system accurately. Cash share drafts/checks from a variety of accounts upon proper verification according to credit union policies and procedures. Receive mortgage, consumer loan, and other payments and ensure the payments match balances due. Enter payments into computer/core system. Assist with mail or email transactions when available. Place holds on accounts for uncollected funds. Issue monetary instruments such as money orders, cashiers checks, and open CDs. Maintain an up-to-date comprehensive knowledge on all credit union products, services, and policies that are handled or promoted by tellers. Maintain an up-to-date and comprehensive knowledge of all related policies and procedures, rules, laws, and regulations for the teller area, including robbery procedures, CIP and BSA. Promote, explain, and cross-sell other credit union services such as consumer and mortgage loans, IRAs, certificates, debit and credit cards, on-line/mobile banking, cashiers checks, and money orders. Count, check, and package coins and currency. Balance cash drawer at the end of the shift and compare total amounts to computer-generated balance sheet. Research and resolve discrepancies. Report any discrepancies to the supervisor, as necessary. Ensure that the teller station is properly stocked with forms, supplies, brochures, etc. Report malfunctions of teller computers and other equipment used at the teller stations. Serve as a floater between designated branch locations, offering operational and service support wherever assigned to maintain continuity in member experience. Minimum Qualifications / Requirements: Minimum of six (6) months of cash-handling experience, such as teller or cashier duties. Previous experience working in a credit union or financial institution preferred; knowledge of credit union operations and member service standards strongly desired. Bilingual in English and Spanish: must be able to communicate effectively with members in both languages. Familiarity with Jack Henrys Symitar system or similar core processing platforms preferred. Strong commitment to reliability and punctuality, with dependable transportation to commute between multiple branch locations as needed (Burbank main branch and studio lot branch). Flexible availability, including the ability to work Saturdays and varied schedules. Excellent member service, communication, and interpersonal skills. Ability and confidence to cross-sell and promote credit union products and services to meet members financial needs. Must be able to pass a background check and credit check per regulatory requirement

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 I provides excellent, professional service to Members, using consultative sales techniques to build loyalty and cross-sell Credit Union services. As a key representative of Partners Federal Credit Union, they develop long-term relationships with Members by identifying financial needs and offering suitable solutions. The role involves performing all teller functions, resolving complex problems, balancing daily totals, overseeing balancing, processing transactions, ensuring smooth flow and adequate coverage of the teller line, and maintaining professional service standards. Additional responsibilities include managing member accounts, ensuring accurate and up-to-date records, handling deposits, withdrawals, and other financial transactions efficiently and accurately. The Member Experience Professional I assists in the processing of loan applications by gathering necessary documentation and conducting initial reviews. They support the sales team in promoting credit union products and services, such as credit cards, mortgages, and savings accounts. Compliance with regulatory requirements and internal policies is critical, as is identifying and reporting any suspicious activities. The role also involves administrative tasks such as managing paperwork, filing, and data entry to ensure smooth operations. Effective Member relationship management is key, building and maintaining relationships with Members to understand their financial needs and provide appropriate solutions. Finally, they work closely with senior Credit Union staff and other team members to support overall branch or department goals. Essential Responsibilities: • Efficient Teller Operations:, • Ensure all teller functions comply with policies and security standards., • Maintain professional and effective teller operations, including balancing and securing funds., • Monitor cash levels, maintain inventory of negotiable items, and manage cash dispense machines, • Member Services:, • Provide exceptional member service by meeting Members' needs promptly and professionally., • Resolve Members’ requests, problems, and questions; offer Credit Union products and services., • Be able to recognize when a Member request should be referred to colleagues in positions of higher authority and responsibility., • Process transactions, open new accounts, and handle consumer loans from start to finish., • Leadership and Supervision:, • Provide leadership through effective peer-to-peer coaching, delegation, and communication with support of leadership., • Train and support Member Experience Professional I peers, ensuring optimal performance and professional growth within the Branch., • Be able to provide glow and grow feedback regarding team performance and in support of peer growth and development., • Handle any special projects delegated by leader., • Problem-Solving and Support:, • Address complex transactions and sensitive Member relations issues., • Investigate and correct teller out-of-balance conditions., • Support personnel with day-to-day operations and Member interactions., • Effectively work the front Lobby desk, managing Member wait time exceptions and handling transactions that can be handle quickly., • Product Knowledge and Cross-Selling:, • Communicate features and benefits of all Credit Union products and services. Educate Members on financial responsibility and promote additional products and services., • Conduct outbound calls for Member Service and Sales, following the 2/2/2 program., • Transaction Processing:, • Perform a wide range of financial transactions, ensuring accuracy and security., • Responsible for overrides., • Process deposits, withdrawals, transfers, payments, and check cashing., • Balance daily transactions and verify cash totals., • Demonstrate fundamental Member engagement skills such as - greeting the Member with eye contact, smiling, inquiring about their business for the day and genuinely thanking them., • Member Relationship Building:, • Build a network of Member contacts through qualified leads and referrals., • Promote Credit Union objectives and deepen business relationships., • Quality Control and Compliance:, • Ensure all membership documents meet quality control standards., • Maintain compliance with policies, including CIP, OFAC, and ChexSystems., • Maintain and enhance financial business acumen through continual training and self-development., • Communication and Coordination:, • Coordinate teller Member Experience Professional I duties with related functions and communicate effectively with management., • Provide suggestions for improved service and streamline operations., • Flexibility and Additional Duties:, • Maintain flexibility in support of branch needs., • Complete projects and reports related to the department., • Perform other related duties as assigned or requested.KNOWLEDGE & SKILLS Minimum Education Required to Perform Job: High School Diploma or GED Minimum Years of Relevant Work Experience Required to Perform Job Upon Hire: 3 to 5 years Certifications, Licenses, Registrations, etc.: CA Notary Abilities and Behaviors: • 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.Performance Standards:, • Balancing Standards, • Balancing Percentage Member Satisfaction, • Transaction Quality, • Partners Home Mortgage Referrals (Total Referrals / Qualified Referrals) \, • Partners Wealth Management (Total Referrals / Qualified Referrals), • Review Membership Applications (Membership Officer), • Core Product Qualified Referrals (Checking, Certificates, MMA and Consumer Loans), • Autoland / Auto Advisor referrals (Total referrals/qualified referrals), • Review and submit the monthly Teller Over / Short report to the Branch Service Manager 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. Typical Interactions: This role interacts with a combination of walk-in Members and inbound /outbound phone calls. There is a high level of interactions with all PFCU departments. Shift Work: This part-time role includes shift work on weekends and may require hours outside of a standard 8:00 AM – 5:00 PM schedule to support operational coverage. The position offers up to 29 hours per week. Physical Demands & Environmental/Working Conditions: This position requires the ability to: • move self in different positions to accomplish tasks in various environments including tight and confined spaces, • remain in a stationary position, often standing or sitting for prolonged periods, • adjust or move objects up to 15 pounds in all directions, • perform repeat motions that may include the wrists, hands, and/or fingers, • use primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together, • verbally communicate to convey detailed or important instructions or ideas accurately, loudly, or quickly, • hear average or normal conversations and receive ordinary information The hiring range for this position in California is $24.00 to $30.69 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. Powered by JazzHR E6IS4Ker3R

Job Description Your Favorite Lenders – Anaheim, CA (On-Site) If you’re looking for a career with real upward mobility — not just another hourly job — this is your chance to step into the world of finance with a team that actually invests in your growth. At Your Favorite Lenders, we combine high-performance sales culture with the energy of a fast-growing startup. Our office is built for people who want to move quickly, learn valuable skills, and see their work translate into real results. If you’ve ever felt like you were meant for more, you’ll fit in here. You don’t need a background in finance — we teach you everything. You do need drive, communication skills, and a competitive edge. What You’ll Be Doing This isn’t a passive job. You’ll be in motion — talking, learning, strategizing. You will: • Engage with clients who are actively exploring financial options, • Lead conversations that uncover goals, timelines, and challenges, • Walk clients through next steps in the lending process, • Learn how credit, real estate, and lending truly work behind the scenes, • Maintain strong communication across calls, texts, and CRM notes, • Collaborate with teammates to improve your craft daily Why People Choose This Role Because it offers something most early-career jobs don’t: • A clear path to increased responsibility, • A way to build real earning power, not capped wages, • Exposure to an industry that creates generational wealth, • A team culture that rewards effort, not politics Who Thrives in This Environment Success here has less to do with your résumé and more to do with how you operate. You’re a great fit if you: • Enjoy talking to people and keeping conversations moving, • Compete with yourself (and others) naturally, • Want to master communication, influence, and financial fluency, • Can stay focused in a fast-paced, high-energy environment, • Take coaching well and apply it quickly What We Give You • Structured training that builds your finance knowledge fast, • Daily inbound clients who already want guidance, • Clear systems and talk tracks to remove the guesswork, • An office culture built on speed, accountability, and consistency, • Weekly coaching and goal-setting to keep you progressing Career Growth Opportunities With strong performance, you can advance into roles such as: • Finance Associate, • Lending Advisor, • Senior Lending Specialist, • Licensed Loan Officer Compensation Competitive base pay + commission (Realistic earning expectations will be discussed in your interview) This Role Is For You If You Want... • A career with long-term financial upside, • To sharpen your communication and persuasion skills, • A team that works hard and wins together, • An environment where your effort actually matters, • A stepping stone into the finance world without needing experience Apply today. We review applications daily and move fast in our hiring process. Company DescriptionYour Favorite Lenders is a top-performing mortgage brokerage headquartered in Anaheim, California, founded by local industry professionals with a passion for speed, service, and integrity. With extensive experience and a rapidly expanding funding portfolio, we specialize in delivering fast, customized mortgage solutions for homebuyers, investors, and real estate partners. We combine cutting-edge systems, strong lender relationships, and a high-performance culture to empower our team and serve our clients with excellence. We specialize in a diverse range of loan products, including Conventional, FHA, VA, DSCR, Hard Money, and Fix-and-Flip loans, catering to first-time homebuyers, seasoned investors, and everyone in between. Our experienced loan officers offer quick and accurate financial advice, ensuring clients make informed decisions tailored to their unique needs. At Your Favorite Lenders, we believe in extending our impact beyond finance. Community engagement is at the heart of our operations, as we actively participate in initiatives that contribute to the well-being of the communities we serve. Our commitment to excellence is evident in our transparent communication, personalized service, and dedication to turning dreams into cherished homes. Whether you're buying, selling, refinancing, or building your dream home, we're here to guide you every step of the way.Your Favorite Lenders is a top-performing mortgage brokerage headquartered in Anaheim, California, founded by local industry professionals with a passion for speed, service, and integrity. With extensive experience and a rapidly expanding funding portfolio, we specialize in delivering fast, customized mortgage solutions for homebuyers, investors, and real estate partners. We combine cutting-edge systems, strong lender relationships, and a high-performance culture to empower our team and serve our clients with excellence.\r\nWe specialize in a diverse range of loan products, including Conventional, FHA, VA, DSCR, Hard Money, and Fix-and-Flip loans, catering to first-time homebuyers, seasoned investors, and everyone in between. Our experienced loan officers offer quick and accurate financial advice, ensuring clients make informed decisions tailored to their unique needs.\r\n\r\nAt Your Favorite Lenders, we believe in extending our impact beyond finance. Community engagement is at the heart of our operations, as we actively participate in initiatives that contribute to the well-being of the communities we serve.\r\n\r\nOur commitment to excellence is evident in our transparent communication, personalized service, and dedication to turning dreams into cherished homes. Whether you're buying, selling, refinancing, or building your dream home, we're here to guide you every step of the way.

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a(n) [position title] within PNC's [name of division] organization, you will be based in [city/state location of position]. Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Underwrite III within PNC's Commercial Real Estate organization, you will be based in San Diego, Los Angeles, or Denver Colorado. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Works independently with little or no oversight. Exercises some exception and elevated approval authority. Prepares loan offerings for all types of transactions at any level of complexity or in management of a portfolio as assigned. Interacts with internal/external customers. Provides recommendations for credit structuring. Serves as subject matter expert for certain asset classes., • Using independent judgment to identify risks and mitigants, prepares offerings and/or scorecards, such as risk ratings, by analyzing credit, collateral strength and financial worthiness of loan/transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio. May coach and/or review the work of other underwriters and fill in for manager as required., • Contacts internal/external customers and other parties as appropriate to gather information and to clarify inconsistent, incorrect or missing information. May perform relevant pre-approval and post-approval activities., • Identifies and/or confirms all external regulatory requirements. Ensures internal policies/procedures are followed., • Makes recommendations on credit decisions or makes credit decisions directly, as appropriate., • Knowledge of IRS Code Section 42 and 47, equity structures and documentation, market research (including onsite inspections and market comp analysis), and 3rd party or external guidelines. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Credit Decisions, Decision Making, Financial Analysis, Identifying Risks, Process Improvements, Results-Oriented, Risk Assessments Accuracy and Attention to Detail, Coaching Others, Credit Analysis and Verification, Decision Making and Critical Thinking, Knowledge of Underwriting, Managing Multiple Priorities, Market Research, Real Estate Development, Real Estate Practice, Real Estate Property Data Analysis, Real Estate Sales Closings and Agreements, Regulatory Environment - Financial Services Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) Base Salary: $63,250.00 – $157,300.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. Generally, this opening is expected to be posted for two business days from 11/05/2025, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit ___. If an accommodation is required to participate in the application process, please contact us via email at ___. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the ___ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job Profile At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As an Underwriter IV - Commercial within PNC's Regional Credit Products Group organization, you will be based in Los Angeles or San Francisco, CA. This position is primarily based in a location within PNC’s footprint. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. • Works autonomously. Exercises exception and elevated approval authority. Prepares offerings for all types of transactions at any level of complexity or in management of a portfolio as assigned. Interacts with internal/external customers. Provides recommendations for credit structuring. Serves as a subject matter expert for certain asset classes, and may lead the department on special projects or assignments. Coaches, mentors, and assists otherson best practices and processes., • Using independent judgment to identify risks and mitigants, prepares offerings and/or scorecards, such as risk ratings, by analyzing credit, collateral strength and financial worthiness of loan/transaction parties. If relevant, performs ongoing credit risk management for assigned portfolio. Coaches and/or reviews the work of other underwriters and fills in for manager as required., • Contacts internal/external customers and other parties as appropriate to gather information and to clarify inconsistent, incorrect or missing information. Performs relevant pre-approval and post-approval activities., • Identifies and/or confirms all external regulatory requirements. Ensures internal policies/procedures are followed., • Makes recommendations on credit decisions or makes credit decisions directly, as appropriate., • Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education and experience (including military service) may be considered. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions., • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework. Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position. Credit Decisions, Decision Making, Financial Analysis, Identifying Risks, Process Improvements, Results-Oriented, Risk Assessments Accuracy and Attention to Detail, Coaching Others, Credit Analysis and Verification, Decision Making and Critical Thinking, Effective Communications, Financial Analysis, Knowledge of Underwriting, Managing Multiple Priorities, Office Support Tools, Operational Functions Roles at this level typically require a university / college degree, with 5+ years of industry-relevant experience. Specific certifications are often required. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered. Bachelors No Required Certification(s) No Required License(s) Base Salary: $65,000.00 – $179,400.00 Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance. Generally, this opening is expected to be posted for two business days from 08/14/2025, although it may be longer with business discretion. PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. To learn more about these and other programs, including benefits for full time and part-time employees, visit ___. If an accommodation is required to participate in the application process, please contact us via email at ___. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations. At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions. PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law. This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history. Refer to the ___ to gain understanding of how PNC may use or disclose your personal information in our hiring practices.

Job DescriptionDescription: Job Title: Personal Banker III – Granada Hills At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Personal Banker III, who is an experienced advisor in establishing, developing and retaining relationships with members to help meet their financial goals. The right candidate will have the ability to develop and retain financial relationships with members to help attain department goals. What You Will Do: • Responsible for establishing, developing and retaining deep financial relationships with members, to help meet and exceed member and credit union goals., • This role requires a strong ability to professionally and effectively communicate with prospective and current members on a broad range of situations., • The Personal Banker 3 must be flexible and be willing/able to migrate between the teller line and platform seamlessly, working as part of a team transactions and verify that cash totals are correct., • Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required., • Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable.to maximize revenue growth and to meet or exceed personal and Branch sales and service goals., • Responsible for identifying member needs and cross-selling appropriate products and services, while meeting sales goals and service standard expectations., • Performs a full range of senior teller, operational, and account management transactions accurately and efficiently., • Balances daily transactions and verify that cash totals are correct., • Open all variety of deposit accounts, resolve member issues, manage account maintenance, and update member information as required., • Assists members with Safe Deposit access/open Safe Deposit boxes for members, where applicable. Requirements: What We Are Looking For: • High School degree or equivalent, • A minimum of two (2) years of branch banking experience, • Track record of outstanding member service., • Demonstrated track record of success meeting and/or exceeding established goals., • Lending experience., • Strong customer service skills, comfortable multi-tasking, ability to work independently and as a member of a team, capable in a relationship focused sales environment. Pay Range Info: The base pay range for this position is: $23.83 -$29.79 per hour plus incentives (guaranteed $500/month for the first three months) Key words: banking, credit union, personal banker, financial service specialist Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer – Veteran / Disabled Drug-free workplace Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionJob descriptionStaffing Solutions Relationship ManagerLocation: Remote (U.S.) Company: The Romagosa Group Employment Type: Full-Time / Commission-Based Benefits: 401(k), Health Insurance, Paid Vacation About The Romagosa GroupThe Romagosa Group is a diversified financial services organization that includes RG Workforce (Employer of Record services), RG Commercial Capital (factoring and finance), and RG Home Mortgage. Our mission is to bridge Wall Street expertise with Main Street opportunities — helping staffing agencies and small-to-mid-sized businesses grow through access to capital and world-class workforce solutions. Position SummaryWe are seeking a Staffing Solutions Relationship Manager to drive growth across our Employer of Record and funding divisions. This is a fully remote, commission-driven role ideal for professionals with an entrepreneurial mindset and strong industry relationships.The ideal candidate understands the staffing industry, builds trust quickly, and can provide consultative solutions that combine EOR services, payroll funding, and factoring programs tailored to each client’s needs. You’ll focus on business development, relationship management, and client success — supported by a dedicated back-office and finance team. Key Responsibilities • Identify, develop, and manage relationships with staffing agency owners, operators, and executives., • Present and sell Employer of Record, payroll, funding, and factoring solutions to prospective clients., • Build a robust pipeline through networking, referrals, and centers of influence within the staffing industry., • Maintain long-term relationships and act as a trusted advisor to clients, ensuring satisfaction and retention., • Collaborate with underwriting, operations, and finance teams to structure tailored client solutions., • Meet or exceed production and revenue goals., • 3+ years of experience in business development, client management, or sales within staffing, PEO, or financial services., • Strong understanding of EOR, payroll, or factoring solutions preferred., • Proven ability to generate business through networking and referrals., • Excellent communication, presentation, and relationship-building skills., • Entrepreneurial drive with a self-starter mentality; comfortable working remotely and independently., • Commission-based compensation with unlimited earning potential., • Access to a diverse suite of staffing and financial products to offer clients., • 401(k), healthcare, and paid vacation benefits available., • Be part of a forward-thinking financial ecosystem serving the staffing industry., • Offer clients comprehensive, flexible solutions that go beyond traditional EOR services., • Collaborate with a high-integrity, experienced team committed to your success.

Job DescriptionDescription: Job Title: Salesforce Business Analyst - On-site At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: Salesforce Business Analyst will be responsible for analyzing business processes, gathering requirements, designing solutions, and configuring the Salesforce platform to support business operations. Will work closely with stakeholders from various departments to understand their needs and translate them into technical requirements. Additionally, administer and maintain the Salesforce platform, ensuring data integrity, security, and optimal performance. What You Will Do: • Collaborate with stakeholders to understand business requirements and objectives., • Analyze and document current business processes and identify opportunities for improvement., • Design and implement Salesforce solutions to streamline workflows, automate processes, and enhance productivity., • Configure Salesforce objects, fields, workflows, approval processes, and other features to meet business requirements., • Develop and maintain custom reports, dashboards, and analytics to provide insights into business performance., • Conduct user training and provide ongoing support to ensure effective use of the Salesforce platform., • Stay current with Salesforce updates, best practices, and industry trends to recommend and implement enhancements., • Collaborate with cross-functional teams, including salesforce developers, project managers, to deliver successful Salesforce implementations and enhancements. Requirements: What We Are Looking For: • Five years to eight years of similar or related experience, including preparatory experience., • Bachelor's degree in Business Administration, Information Technology, or related field., • Salesforce Certified Administrator (ADM 201), Salesforce Certified Platform App Builder and Salesforce Certified Business Analyst credentials preferred., • A significant level of trust, credibility and diplomacy is required. In-depth dialogue, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance. Typically includes subject matter experts as well as first level to middle level managers., • Proven experience as a Salesforce Business Analyst, with a strong understanding of Salesforce architecture, data model, and capabilities., • Demonstrated ability to gather requirements, design solutions, and configure Salesforce to meet business needs., • Proficiency in Salesforce administration tasks, including user management, security settings, data management, and customization. Equal Opportunity Employer – Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $74k-$92k/annually. Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: Business Intelligence Financial Analyst At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Business Intelligence (BI) Financial Analyst will play a pivotal part in supporting Premier America’s efforts to modernize its data infrastructure and empower teams with real-time insights. This role will help establish a unified single source of truth through enterprise dashboards, unified reporting, and advanced analytics. By enabling automation, elevating data quality, and providing access to meaningful metrics, this role helps the organization transition to proactive, predictive insights—driving improved member engagement and increased operational efficiency. What You Will Do: • Design, develop, and maintain dashboards and visualizations that support enterprise and departmental KPIs, providing a clear view of performance, member behavior, and operational effectiveness., • Collaborate with cross-functional teams to define and document business requirements, data sources, and metric definitions, ensuring alignment with governance standards., • Translate business needs into technical BI requirements and ensure alignment with data governance and accuracy standards., • SQL and BI tools – Tableau and Power BI - to analyze structured and semi-structured data from systems like Symitar, Salesforce, Medallia, Velera, and others., • Validate data quality and integrate clean, reliable data into the Enterprise Data Warehouse and reporting ecosystem., • Design and develop predictive models and early warning indicators in collaboration with stakeholders., • Enables access and understanding of data usage by training stakeholders, enabling data literacy, and embedding dashboards into daily decision-making processes, • Analyze trends and provide insight that supports growth in Markets of Opportunity, enhances fraud mitigation, drives member retention, and informs product and engagement strategies., • Contribute to the enterprise-wide implementation of reporting platforms and support the retirement of legacy systems., • Develops integrated reporting layer that reduces manual workload and creates a unified source of truth., • Partner with the Finance Team to ensure that reliable, properly formatted data extracts can be pulled from the data warehouse for the purpose of feeding into financial modeling software and to ensure that necessary data enhancements are made to include additional data when necessary to improve the accuracy and reliability of financial modeling results. Requirements: What We Are Looking For: • 3+ years of experience in BI development, data analysis, or enterprise reporting, ideally in a credit union or financial services setting., • Bachelor's degree in Business Analytics, Information Systems, Finance, or a related field., • Strong proficiency in SQL and data visualization tools, with a track record of delivering meaningful, intuitive dashboards., • Familiarity with credit union operations, especially related to digital banking, deposits, payments, fraud., • Experience with Jack Henry’s Symitar, Lumin Digital, Tableau, Salesforce, and Salesforce Marketing Cloud is a plus., • Familiarity with Agile methodologies and experience working within Agile teams., • Excellent communication and interpersonal skills, capable of working with both technical and non-technical stakeholders., • Strong problem-solving abilities and attention to detail., • Ability to manage multiple tasks and projects in a fast-paced environment., • Detail-oriented and self-motivated, with a passion for solving business problems through data., • Familiarity with data governance principles and data quality standards., • Experience working with data warehouses, data lakehouses, or cloud analytics platforms is a plus. Equal Opportunity Employer – Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $65k-$81K Perks Important to You: Our Team Members enjoy the following rewards and benefits: • Competitive pay, • Subsidized health care including medical, dental and vision, • FSA and HSA, • Company-Paid Life and A&D insurance, • Discounts on loans (must be a member), • Paid Vacation, Holiday, and Sick time, • 401k Retirement Saving Plan with a 6% safe harbor employer match, • Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionCompany Description Achieve is a leading digital personal finance company. We help everyday people move from struggling to thriving by providing innovative, personalized financial solutions. By leveraging proprietary data and analytics, our solutions are tailored for each step of our member's financial journey to include personal loans, home equity loans, debt consolidation, financial tools and education. Every day, we get to help our members move their finances forward with care, compassion, and empathetic touch. We put people first and treat them like humans, not account numbers. Job Description The Role: We're hiring a General Manager to lead our newly created HELOC TPO (Third-Party Originations) business. We're looking for a visionary executive with an entrepreneurial mindset and a strong will-to-win who can own the operational and financial performance of the TPO business, including decisions on volume/margin tradeoffs, key proposed technology initiatives, and resource allocation. Reporting to the President of Achieve Lending, you'll be a change agent with the mandate to lead, innovate, and make a tangible impact in the mortgage industry through the distribution of our best-in-class HELOC offering. Responsibilities: • Strategy and Vision: Develop and execute the strategic plan for third-party loan origination channels to meet and exceed growth, profitability, and volume targets., • Business Development and Partnership Management: Identify, evaluate, and onboard new third-party originators - for both a correspondent and wholesale channel - as well as develop partnerships with key mortgage intermediaries (POS, LOS vendors, etc). Create the playbook for our complete partner lifecycle, from contract negotiation and implementation to ongoing relationship management., • Channel Optimization: Optimize the mix of third-party channels for volume and profitability. This includes staying updated on market trends and the competitive landscape to make informed decisions., • Product and Technology Initiatives: Work closely with technology, product, and engineering teams to ensure seamless integration of the brokers’ and correspondents' systems with the AHL platform via APIs or other methods., • Performance and Reporting: Define, track, and report on key performance indicators (KPIs) for all third-party channels. Use data analytics to guide strategy, optimize performance, and forecast future growth., • Risk and Compliance: Ensure all third-party origination activities comply with financial regulations and AHL risk management policies. Work with legal and compliance teams to manage contracts and oversight., • Team Leadership: Lead a small, high-performing team focused on growing and supporting third-party partnerships, fostering a culture of accountability and results., • Strategic thinking: Defines a clear, forward-looking vision and operational plan for the business; balances innovation and discipline to drive profitable growth, • Collaborative leadership: Partners effectively across marketing, sales, operations, compliance, credit risk, finance, and technology to achieve strategic outcomes, • Data-driven critical thinking: Analyzes data, identifies challenges, makes informed decisions, and develops effective solutions to business obstacles, • Results-obsessed & member-centric: Drives continuous improvement of the lender/broker experience, leveraging deep understanding of lender/broker needs, • Financial acumen & analytical prowess: Understand the key financial levers of the business to inform plans and daily activities, • Operational excellence: Manages the Profit & Loss (P&L) statement, optimizes budget allocation, controls expenditures, and identifies opportunities for growth, • Adaptability & unwavering resilience: Overcomes all internal & external obstacles, • Stellar interpersonal & negotiation skills: Expertly represents the organization in interactions with vendors, partners, investors, and senior stakeholders. Collaborates effectively with executive leadershipQualifications Requirements: • Relevant Experience: 10+ years of mortgage TPO experience in roles of progressive seniority, with 5 years minimum experience required in a senior leadership or management capacity (e.g., Director of TPO Sales or Ops, VP of Marketing or BD), demonstrating a proven ability to build a successful TPO business and deliver against ambitious operational goals through cross-functional collaboration. A comprehensive understanding of the TPO industry, with an established set of mortgage industry relationships. Experience with a broad set of business functions: BD, operations, cap markets, finance. Experience in a fintech environment preferred., • Education: A bachelor's degree in finance, economics, business administration, or a related field. Advanced Degree (Preferred): Master of Business Administration (MBA) or a master's degree in finance or a related field. Additional Information Achieve well-being with: • Hybrid and remote work opportunities, • 401 (k) with employer match, • Medical, dental, and vision with HSA and FSA options, • Competitive vacation and sick time off, as well as dedicated volunteer days, • Access to wellness support through Employee Assistance Program, Talkspace, and fitness discounts, • Up to $5,250 paid back to you on eligible education expenses, • Pet care discounts for your furry family members, • Financial support in times of hardship with our Achieve Care Fund Work from home/hybrid: We are proudly offering hybrid options in the Phoenix, AZ and San Francisco, CA metro market. We are offering 100% remote work in other approved locations. Salary Range: $250,000 to $275,000 + bonus + benefits. This information represents the expected salary range for this role. Should we decide to make an offer for employment, we'll consider your location, experience, and other job-related factors. Join Achieve, change the future. At Achieve, we’re changing millions of lives. From the single parent trying to catch up on bills to the entrepreneur needing a loan for the next phase of growth, you’ll get to be a part of their journey to a better financial future. We’re proud to have over 3,000 employees in mostly hybrid and 100% remote roles across the United States with hubs in Arizona, California, and Texas. We are strategically growing our teams with more remote, work-from-home opportunities every day to better serve our members. A career at Achieve is more than a job—it’s a place where you can make a true impact, have a sense of belonging, establish a fulfilling career, and put your well-being first. Attention Agencies & Search Firms: We do not accept unsolicited candidate resumes or profiles. Please do not reach out to anyone within Achieve to market your services or candidates. All inquiries should be directed to Talent Acquisition only. We reserve the right to hire any candidates sent unsolicited and will not pay any fees without a contract signed by Achieve’s Talent Acquisition leader.

Job Description Job Summary The Deputy Chief Credit Officer is responsible for providing direct oversight in the management of the Bank’s lending function through participation in various committees, mentorship of the loan officers and administration of all lending function processes and portfolio risk management practices. This position is a member of the Lending Committee and is responsible for reviewing and approving loan submissions within the designated lending authority. Essential Duties • Oversee the Bank’s lending function, portfolio management, loan policies/procedures and daily lending process functionality. Directs credit related processes and philosophy for consistent analytics within the loan underwriting functions., • Deputy Chief Credit Officer must set a standard for loan officers and Credit Administrators that encourages their decision making abilities through positive criticism and training, which helps with their overall personal development and performance at the Bank., • Review and approve loan submissions, including Residential Lending submissions, within lending authority and assist loan officers with questions regarding our loan products, structuring, evaluating and granting new and modifying existing loans and providing solutions to particular situations with loan customers regarding loan requests, all of which are to provide the bank with a solid and profitable loan portfolio., • Provide timely responses to branch loan approval requests granted that the request is complete., • Provide instructional and mentoring advice to loan officers and lending staff as to the proper structuring, pricing and presentation of loans for approval., • Provide direct management for the environmental risk and appraisal procurement/review personnel and processes., • Responsible for the process of reviewing and approving draw requests and inspection reports for the Bank’s construction loan portfolio., • Responsible for reviewing and approving periodic reimbursement requests received from parties contracted to complete insurance damage repair projects., • Manage Lending Committee members providing oversight for reviewing and recommending loan requests that require combined member authority., • Provide direct management of Electronic Card Services group to approve limits, sign off on annual reviews and provide guidance to the credit risk associated with ACH, RDC, mRDC, Credit Cards and Merchant Services offered by the bank beyond the identified Operational Risk., • Manage periodic reviews (as required or scheduled under Tier Risk program) of approved limits and risk thresholds within these client relationships for prudent management oversight., • Manage lending related audit responses to identify any compliance or credit issues that may arise from time to time as a result of the processes in handling lending requests. Serve as the direct liaison between Credit Administration and Loan Audit to discuss ongoing risk assessment and audit findings., • Communicate with third party auditors and Regulatory Agencies, as necessary., • Participate in various committees and meetings as designated by the Chief Credit Officer – may include Credit Administration Committee, Large Borrower Committee, CRE Concentration, ALLL etc., • Assist in various portfolio risk management assessment strategies and participate in the review and discussion of interest rate risk, market risk, industry risk, ALLL, stress testing, etc., • Provide oversight for Loan Documentation Unit. Direct processes and policies related to timely and accurate production of loan documents., • Provide oversight for Credit Administration Services. Direct processes and policies related to lending training, records management, servicing, reporting, etc., • Provide oversight to the management of external legal engagement including loan documentation preparation and amendments, as necessary., • Provide oversight for Escrow Department processes and policies related to title company engagement, loan funding/closing, etc., • Provide oversight to the Special Assets Department. Engage in the timely workout, charge off and risk assessment for those loans within the department’s purview. Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met. Non-essential Duties • File Review Required Knowledge • Various regulations as appropriate to the processing of loans Required Knowledge • Bank Secrecy Act (BSA), • Fair Housing Act, • Real Estate Settlement Procedures Act (RESPA), • Regulation AA (Unfair or Deceptive Acts or Practices), • Regulation B (Equal Credit Opportunity), • Regulation CC (Expedited Funds Availability Act), • Regulation E (Electronic Funds Transfer Act), • Regulation P (Privacy Act and Safeguarding Customer, • Uniform Commercial Code (UCC), • California Civil Code, • Fair Debt Collection Practices, • Regulation Z (Truth in Lending Act), • Regulation BB (Community Reinvestment Act), • Regulation DD (Truth in Savings), • US Patriot Act, • Regulation O (Federal Reserve Act and Federal Deposit Insurance Act), • Regulation C (Home Mortgage Disclosure – HMDA), • Regulation U (Governs Margin Securities) Basic Knowledge, Skills and Abilities • Clear understanding of the English Language (Spoken & Written), • Microsoft Office Products (Excel, Word, Outlook), • Laserfiche imaging application, • Financial Tools CASH application, • Jack Henry & Associates core operating system, • Core understanding of Credit Policy and Loan Documentation & Procedures Manuals, • Basic Mathematics Skills, • Customer Service Skills, • Strong typing skills, • Strong time management and organizational skills, • Critical Thinking, Judgment & Problem Solving Skills, • Ability to actively listen & learn, • Ability to communicate with Supervisors and Co-workers respectfully, • Ability to effectively deal with unpleasant, angry or discourteous people Equipment Operated • Desk top Computers, • Standard Office Equipment (copiers, scanners, fax machines) Physical Requirements & Work Environment • Requires sitting for prolong periods of time., • Requires lifting up to 15 lbs., • Office setting w/controlled temperature Education and Experience: • Bachelor’s Degree or equivalent work experience required, • 20+ years loan structuring, documentation and loan servicing experience, • Prior electronic credit product experience preferred As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year. This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserve the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. October 16, 2025

Job DescriptionMore than 135 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. These core values shape our culture, and we were recently Great Place to Work Certified because of our outstanding workplace culture and employee experience. As well, our financial strength and stability are key reasons Forbes named us one of the Best 100 Banks in America for the ninth consecutive year. With more than $16 billion in assets and 135 branch locations throughout Washington, Oregon, Idaho, and California, we understand our role in the economy and take that responsibility seriously. In addition to offering a source of capital to personal banking clients and businesses of all sizes, we place a high importance on employee volunteerism and donate millions of dollars each year to community organizations. As a Mortgage Loan Officer with Banner Bank you will be part of our Mortgage Lending team, awarded the 2020 Residential Diversity and Inclusion Leadership Award by the Mortgage Bankers Association. This outstanding team delivers superior value to our clients by attracting and making real estate loans which meet Bank standards for economic value and safety to contribute to the long term profitability of the Bank's operations.In this role you'll have the opportunity to: • Originate real estate loans from various sources: Realtor business developed through a structured outside calling program, contractors (both Banner Bank customers and others), referrals from branch personnel, general public through normal business relationships (i.e. service organizations, friends, acquaintances, etc.), and walk-in and call-in customers., • Ensure originated loans are set up in the Bank's computer system and processed through for submission to underwriting., • Identify opportunities and provide financing sheets for listings and Realtor/builder open houses. Attend weekend open houses and/or subdivisions for loan solicitation purposes., • Attend regular Realtor Association and Builder Association meetings., • Attend internal training sessions, internal sales meetings, and external training opportunities as assigned., • Take applications or meet with clients at Bank branch locations. Attend closing signing appointments as needed., • Promote home ownership through community outreach efforts, specifically in the communities around designated branch location demonstrating inclusive marketing efforts to develop new leads, loans and bank relationships. Conduct first time home buyer classes at or in close proximity to branch, host booths at non-profit community events, etc., • Comply with policies, procedures, security requirements, and government regulations.Education & Certifications, • H.S. Diploma required, • Bachelor's Degree in Finance, Accounting, Business, or other related field preferred, • NMLS registration requiredExperience, • 3+ years in of experience in residential mortgage origination requiredKnowledge, Skills and Abilities, • Proven history of success in consistent closing and funding of loans to meet sales goals., • Knowledge of mortgage loan origination processes and procedures, regulations, and underwriting., • Possess effective presentation, verbal and written communication, and negotiation skills., • Knowledge of current market competition, sales strategies, trends, and activity., • Knowledge of federal and state laws and regulations relating to real estate lending.Travel, • Up to 20%Compensation & Benefits, • Monthly guarantee of $3,800 (not including ramp-up period), • Excellent commission structure, • Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life, • Paid vacation time, sick time and 11 company paid holidays, • 401k (with up to 4% match), • Tuition reimbursement

Job Description Job Summary The Credit Administration Analyst is responsible for preparing and enhancing credit and loan portfolio reporting and analysis. Including, conducting data integrity, balancing reports and preparation of summary memorandums. This person will have experience working with complex datasets, reporting software and a natural attention to detail and ability to recognize data trends. Essential Duties • Management of commercial real estate stress test model and preparation of quarterly reports to include ad hoc analysis of output., • Preparation and distribution of various weekly, monthly and quarterly loan portfolio reporting to include Loan Concentrations, Credit Policy Exceptions and Special Assets., • Prepare cover memos as necessary to identify trends and present findings to Credit Administration Management., • Oversee the production of automated reports and troubleshooting as necessary to ensure recurrence., • Analyze and review current reporting to evaluate effectiveness and potential for data enhancements., • Write and maintain related processes and procedures., • Maintain a repeatable and documented validation process for assigned reports., • Identify and present any new or updated reporting needs to enhance portfolio management to Deputy Chief Credit Officer and/or related Committees., • Participate in various credit-related committee meetings as necessary as the data expert and to remain informed about the loan portfolio and any reporting enhancements or new requirements., • Provide guidance and support for various processes and functions associated with the overall administration of credit within the bank., • Produce and prepare ad hoc reports as necessary for Credit Administration and related stakeholders., • Train existing or new staff on reporting function to create redundancy within the Department. Advanced knowledge of Microsoft Excel and report writing software is required to be effective in this role. Experience working with the following application is considered a plus: IBM Cognos, Jack Henry, Abrigo, Laserfiche. Prior experience working for a Bank or other financial institution is also a plus. Complies with all State and Federal Banking regulatory requirements, including but not limited to: BSA, Anti-Money Laundering OFAC, CIP, Financial Elder Abuse Reporting, Sexual Harassment, Information Security and privacy requirements. Acts as the control point for the office to ensure that all CIP, BSA, OFAC requirements, procedures and time frames are met. Non-Essential Duties • File Review, • Data mining Requirements • Strong computer and strong organizational skills., • Active interaction & contribution within team environment., • Strong customer service skills with both internal & external customers., • Ability to perform multiple tasks., • Ability to travel to training facilities., • Familiarity with existing Credit Policy Manual and Lending Procedures Manual., • Understand function and utilization of F&M Loan Forms., • Working knowledge of Lending Regulations, Loan Documentation and Loan Servicing Procedures., • Familiarity with Bank Products & Services and Policies & Procedures (Operations/Lending). Knowledge Skill Sets • Bank Secrecy Act (BSA), • Fair Housing Act, • Real Estate Settlement Procedures Act (RESPA), • Regulation AA (Unfair or Deceptive Acts or Practices), • Regulation B (Equal Credit Opportunity), • Regulation BB (Community Reinvestment Act), • Regulation C (Home Mortgage Disclosure Act - HMDA), • Regulation CC (Expedited Funds Availability Act), • Regulation E (Electronic Funds Transfer Act), • Regulation H (Flood Insurance), • Regulation O (Loans to Executive Officers, Directors, and Principal Shareholders), • Regulation P (Privacy Act and Safeguarding Customer), • Regulation U (Governs Margin Securities), • Regulation X (Real Estate Settlement Procedures Act – RESPA), • Regulation Z (Truth in Lending Act), • Regulation DD (Truth in Savings), • Customer Identification Program (CIP) / US Patriot Act, • Uniform Commercial Code (UCC), • California Civil Code, • Fair Credit Reporting Act (FCRA), • Fair Debt Collection Practices, • FDIC Insurance, • FIRREA (Financial Institutions Reform, Recovery, and Enforcement Act), • S.A.F.E. Act (Secure and Fair Enforcement for Mortgage Licensing Act) Basic Service Skill Sets and Abilities • Strong Written/Verbal Communication, • Clear understanding of the English Language (Spoken & Written), • Telephone Skills, • Microsoft Office Products (Excel, Word, Outlook, PowerPoint), • Laserfiche imaging application, • Jack Henry & Associates core operating system, • Core understanding of Loan Documentation & Procedures Manual, • Basic Mathematics Skills, • Customer Service Skills, • Strong typing skills, • Effective time management, • Strong organizational skills, • Critical Thinking, Judgment & Problem Resolution Skills, • Ability to actively listen & learn, • Interpersonal Skills / Ability to respectfully communicate with Supervisors and Co-workers / Ability to effectively deal with unpleasant, angry or discourteous people Officer Title Eligibility For qualified positions, the Bank may designate an Officer Title to an employee who seeks and/or meets defined competencies for an eligible position. This position qualifies for the officer title(s) Assistant Vice President, Vice President. Equipment Operated • Desktop Computers, • iPhone and iPads set-up for Board effect., • Standard Office Equipment (copiers, scanners, fax machines, telephones) Physical Requirements & Work Environment • Requires sitting for prolong periods of time., • Requires lifting up to 15 lbs., • Office setting w/controlled temperature Education and Experience • Bachelor's Degree or equivalent, • 3 – 5 years report data analysis experience, • 3 – 5 years of report writing experience As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year. This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserve the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment. September 23, 2025

Job DescriptionCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we’ve enjoyed fundamentally comes down to our people. Here at IDB, you’ll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a passion for providing exceptional service down to the smallest detail. We offer a comprehensive benefits package that includes generous paid time off and the ability to participate in our medical coverage and 401(k) plan on your very first day with us. We are also committed to diversity and inclusion, and to providing all of our team members with an equal opportunity to succeed and make meaningful contributions within a work environment that is respectful, welcoming and inclusive. Job Description Job Description • Perform timely financial analysis/underwriting for renewals, annual reviews, and modifications (extensions, waivers, amendments, etc.) by effectively weighing IDBNY’s credit policies and understanding of desired risk profile, • Proactively monitor the portfolio for indicators of stress/risk such as failed covenants, downward financial statement trends, payment schedule interruptions, collateral devaluation, etc., • Keep RMs informed of any issues with credit or portfolio risk, • Identify and inform RM of cross-sell, referral and credit expansion opportunities, • Ensure thorough and on-time collection of financial statements, rent rolls, and other required reporting requirements to allow for timely completion of End of Month (EOM) reports required for portfolio management, • Support RMs in providing top client service in-line with the bank’s expected high standards, • Remain well informed on all client matters to minimize risk, • Complete the annual review of credits, • Remain fully compliant on all client matters, • Achieve all individual goals and contribute to all team goals, • Develop positive working relationships with all segments and individual bank partners, • Complete all required training timely, • Conduct oneself as a true brand ambassador for the bankQualifications Qualifications • Portfolio Manager needs to have strong credit and organizational skills as well as solid understanding of commercial real estate credit facilities (bridge loans, term loans, construction loans, lines of credit, other commercial mortgage types, etc.) with loan sizes varying from $5MM to $50MM, • Minimum experience of 3– 5+ years in commercial loan portfolio management/underwriting or another relevant area required, • Must be able to work as part of the Middle Office team working together with Direct Manager, Account Officers and Group Manager, • Willingness to take on special projects as they arise., • Should already be familiar with bank reports, systems and processes, • Should possess strong communication skills (verbal and written), • Ability to work in a collaborative environment and while meeting tight deadlines, • Strong technical skills including MS Office: Excel, Word and PowerPoint Additional Information Compensation: The expected annual salary for this position is between $100,000-120,000 annually at the start of employment. A salary offer is determined on an individualized basis, taking into consideration factors such as an individual’s skills and experience. In addition to base salary, our total rewards package also includes eligibility for an annual bonus, medical, pharmacy, dental, and vision plans, life and disability insurance, employee wellness program, retirement and savings plans with employer contributions, generous holiday and paid time off schedules, parental leave, and tuition reimbursement. The Bank will make reasonable accommodations to the following employees to allow them to perform the essential functions of their position, except where doing so would result in undue hardship to the Bank: • Those with a known mental or physical disability., • Pregnant individuals and/or individuals with pregnancy or childbirth-related medical conditions., • Victims of domestic violence, sex offenses or stalking. The Bank retains the ultimate discretion to choose the appropriate reasonable accommodation. Upon reaching a final determination at the conclusion of the cooperative dialogue, the Bank will provide the requesting individual with a written final determination identifying any accommodation granted or denied. In addition, the Bank will maintain any information regarding the employee’s request and status in the strictest confidence, except as requested by the employee, as required on a need-to-know basis or as otherwise required by law. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. All your information will be kept confidential according to EEO guidelines. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT. IDB BANK, INCLUDING ITS SUBSIDIARIES AND DIVISIONS, PROVIDES EQUAL EMPLOYMENT OPPORTUNITIES TO ALL EMPLOYEES AND APPLICANTS FOR EMPLOYMENT WITHOUT REGARD TO RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, NATIONAL ORIGIN, AGE, DISABILITY, GENETIC STATUS, CITIZENSHIP STATUS, MARITAL STATUS, MILITARY OR VETERAN STATUS, CURRENT UNEMPLOYMENT OR ANY OTHER LEGALLY PROTECTED CATEGORY IN ACCORDANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. NOTHING IN THIS SITE CONSTITUTES A PROMISE OR OFFER OF EMPLOYMENT.

Job DescriptionSalary: $80,000.00-$90,000.00 Who is DocMagic DocMagic is the leading provider of digital solutions for the eMortgage industry, including regulatory compliance, document generation, eSignature, and complete eClosings. DocMagic has been solving the mortgage industry's toughest challenges with innovative technology solutions since 1987. Today, we continue to lead the industry with award-winning proprietary software, mobile apps, and web-based solutions. Recent awards include HousingWire naming DocMagic a 2025 Tech100 winner for the 13th year in a row, recognizing our innovation in digital lending and our impact on the industry, as well as key employees receiving HousingWire Tech Trendsetter and Vanguard awards. Why Work at DocMagic At DocMagic, our culture is built on teamwork, innovation, and collaboration, which contribute to our reputation for excellence. We are committed to living these values every day. We offer competitive benefits, including comprehensive health coverage, paid time off, company-paid holidays and a 401K with company matching. We also offer on-site wellness classes, snacks and monthly food trucks. But it is not all about work; we believe in building connections, from team-building activities to our employee gatherings, we love coming together to celebrate. Join us and be a part of a team that values innovation and is committed to shaping the future of work. Position Summary Reporting to the Training Manager, the Training Specialist supports both internal employee and external client training needs. This position delivers engaging, high-quality learning experiences using a variety of methods, including live virtual sessions, in-person workshops, and one-on-one instruction. The Training Specialist assists in the design, development, and delivery of training materials and documentation related to DocMagics products, services, and organizational learning initiatives. The role collaborates closely with internal departments such as Client Services, Product Development, Sales, HR, and Marketing, as well as external vendors, to ensure consistent, effective, and high-impact training programs. Essential Functions • Design and develop product training content using PowerPoint, Word, Articulate 360, and other e-learning or publishing software., • Schedule and facilitate client training sessions to ensure comprehensive understanding of DocMagics products and services., • Log and maintain client training interactions in the company CRM (Salesforce Lightning)., • Manage and update training materials within the companys Learning Management System (TalentLMS)., • Partner with subject matter experts (SMEs) to support instructional design and ensure accuracy of technical content., • Support the development and maintenance of client-facing website content, using Drupal or similar design platforms., • Develop and facilitate employee onboarding and new hire orientation programs., • Provide ongoing support and coaching to employees on system processes, procedures, and best practices., • Collaborate with HR and leadership on learning and development (L&D) initiatives, including employee growth and organizational development programs., • Support the continuous improvement of training delivery and documentation standards. Qualifications • Bachelors degree in business administration, Communications, Education, or a related field., • Minimum 3 years of experience in training and development, instructional design, or learning delivery., • Minimum 3 years of experience creating and developing training programs and materials., • Minimum 3 years of experience using a Learning Management System (TalentLMS preferred)., • Strong proficiency with Microsoft Office Suite and e-learning tools (Articulate 360, PowerPoint, etc.)., • Strong technical aptitude and ability to learn new systems; experience with web design or content management tools (such as Drupal, HTML, CCS, or Wik) is a plus., • Experience within the mortgage or financial services industry strongly preferred. Other skills and skill sets • Strong collaborator and team player who builds positive relationships across departments., • Demonstrates professionalism, positivity, and alignment with company culture., • Highly organized and detail-oriented with a sense of ownership and accountability., • Excellent time management and prioritization skills., • Strong communication and presentation abilities., • Demonstrates sound judgment and decision-making skills., • Comfortable multitasking in a dynamic environment., • Innovative, solutions-oriented mindset with strong problem-solving skills. Other Duties • In addition to performing the essential functions of the job, this position may require other duties as assigned. Responsibilities, duties, and activities may change at any time with or without notice. #zr

Job DescriptionSalary: $70,000.00-$80,000.00 Who is DocMagic DocMagic is the leading provider of digital solutions for the eMortgage industry, including regulatory compliance, document generation, eSignature, and complete eClosings. DocMagic has been solving the mortgage industry's toughest challenges with innovative technology solutions since 1987. Today, we continue to lead the industry with award-winning proprietary software, mobile apps, and web-based solutions. Recent awards include HousingWire naming DocMagic a 2025 Tech100 winner for the 13th year in a row, recognizing our innovation in digital lending and our impact on the industry, as well as key employees receiving HousingWire Tech Trendsetter and Vanguard awards. Why Work at DocMagic At DocMagic, our culture is built on teamwork, innovation, and collaboration, which contribute to our reputation for excellence. We are committed to living these values every day. We offer competitive benefits, including comprehensive health coverage, paid time off, company-paid holidays and a 401K with company matching. We also offer on-site wellness classes, snacks and monthly food trucks. But it is not all about work; we believe in building connections, from team-building activities to our employee gatherings, we love coming together to celebrate. Join us and be a part of a team that values innovation and is committed to shaping the future of work. Position Summary The Compliance Analyst I is primarily responsible for ensuring regulatory updates are executed properly and timely and providing general support to the compliance team. The position is responsible for completing user acceptance testing of regulatory changes made by the compliance department, posting customer notifications for regulatory updates, advising other departments of changes, and supporting implementation of changes with the customer support teams. Essential Functions • Provide business acceptance review and testing of regulatory changes to DocMagic products and services, including form template or programming changes, calculation changes, selection logic changes, and both internal and external universe-interface changes., • Work with other compliance team members to schedule regulatory changes to meet regulatory and client needs and deadlines and complete both pre-production and post-production validation of changes to meet those deadlines., • Support maintenance of multiple production environments with differing configurations from time-to-time, and support customer-specific instances of pre-production and post-production validation of regulatory changes., • Create test scenarios for use in both team and individual testing needs, leveraging own experience of mortgage lending to develop test scenarios as needed for a particular regulatory change., • Support DocMagic automatic regression testing models with testing scenarios and maintaining loan scenario repositories, • Assist with maintenance of compliance content, including customer notification of changes, on DocMagic Compliance Edge website as well as testing and training on content by its proprietary AI tool Other Skills • Works in a positive, friendly manner at all times and inspires the companys culture., • Must be well-organized, extremely detail-oriented, and willing to take ownership of responsibilities., • Completes assignments on time or advises in advance of delays., • Excellent time management, organizational, and communication skills., • Exercises sound judgment and decision-making skills., • Works well under time limits, handles multiple tasks concurrently, and prioritizes responsibilities., • Strong problem-solving skills with the ability to identify and correct situations., • Takes risks to innovate and create better solutions for the job, department, and the company. Required Qualifications • Three (3) years of experience within financial services industry including knowledge of legal and regulatory requirements related to mortgage lending activities, specifically knowledge of federal TILA, RESPA, FCRA and HPA requirements, state legal and regulatory requirements as well as investor guidelines, e.g., FNMA/FHLMC, FHA, VA, USDA., • Must build strong working relationships with various personalities within DocMagic, including the ability to communicate well with people at all levels at DocMagic., • Must work well under pressure in a fast-paced environment and meet multiple and sometimes competing for deadlines., • Excellent writing and verbal communication skills needed to effectively present information to employees and management as well as communicate with customers., • Experience working with Word, Excel, Outlook, and PowerPoint. Other Duties In addition to performing the essential functions of the job, this position may require other duties as assigned. Duties, responsibilities, and activities may change at any time with or without notice. #zr

Job Description Are you an ambitious real estate agent ready to enhance your career with a high-achieving team in California? Your search ends here! Join Rise Real Estate! Recognized as one of the top-performing real estate teams in The San Fernando Valley, at Rise Real Estate we offer an inspiring, supportive, and vibrant work environment designed to skyrocket your real estate career to unprecedented levels. Why Choose Rise Real Estate? Zillow Flex Leads: We take pride in offering an extensive pool of Zillow Flex leads. Our Zillow Flex connections are warm leads and ready for immediate tours. This ensures these clients are typically prepared to view homes straight away, promoting rapid transactions and prompt commissions. Unrivaled Training: At Rise Real Estate, we are committed to fostering talent and empowering our team members. Our exhaustive training program will arm you with the skills and expertise needed to convert these leads and flourish in this competitive arena. High Earning Potential: With our top-notch leads and training, achieving over $100k annually is not just an aspiration, but a reachable goal! Key Responsibilities: • Engage with and cultivate leads from our Zillow Flex lead system., • Coordinate and conduct home showings and property inspections., • Provide guidance and assist sellers and buyers in marketing and purchasing property at the most advantageous price under the best terms., • Maintain and update listings of available properties., • Establish networks and collaborate with attorneys, mortgage lenders, and contractors., • Remain updated about real estate markets and best practices. Requirements: • Ability to work autonomously paired with excellent interpersonal skills., • Strong sales, negotiation, and communication skills., • Quick thinker with the capacity to handle high-pressure situations., • Active Real Estate License We Provide: • Ongoing mentorship and training., • Access to a large database of premium leads., • Competitive commission structure., • A collaborative and supportive work environment. Ready to boost your real estate career with Rise Real Estate? APPLY TODAY and become a part of our success story at Rise RE. Job Type: Full-time Pay: $48,226.91 - $196,492.21 per year Benefits: Flexible schedule Schedule: Monday to Friday Self-determined schedule Weekend availability Supplemental pay types: Bonus pay Commission pay

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

Job Description Mortgage Loan Officer – Build Your Career With a High-Performance Team Your Favorite Lenders is expanding fast, and we’re looking for motivated, coachable Mortgage Loan Officers who want to grow, earn more, and be part of a company built on Speed, Accountability, and Consistency. We offer both internal W-2 positions and external 1099 opportunities, so you can choose the model that best fits your goals, lifestyle, and earning potential. If you want a company that gives you real support AND real opportunity, you’ve found it. What You’ll Do • Advise borrowers on loan options, payments, financial structure, and long-term planning, • Guide clients through a streamlined, efficient application process, • Collect and submit loan applications and all supporting documents, • Build and maintain referral networks with agents, investors, and past clients, • Provide top-tier service, resolve issues quickly, and protect the client experience, • Represent Your Favorite Lenders with professionalism, energy, and urgency What You’ll Get • Internal & external positions tailored to how you want to work, • Real estate partnerships that feed consistent business, • Live inbound leads daily to boost your pipeline and volume, • A proven sales system that increases submissions and fundings, • A supportive team, strong leadership, and real career growth opportunities What We’re Looking For • Experience in mortgages, banking, finance, or related fields, • Understanding of lending guidelines and financial concepts, • Ability to build trust and long-term client relationships, • Strong analytical, math, and problem-solving skills, • Excellent written, verbal, and interpersonal communication, • PLUS: Experience with investors, DSCR loans, Non-QM, Fix & Flip, or alternative financing (not required, but highly valuable) Why Join Us If you’re tired of being somewhere that holds you back, and you’re ready for a team that actually helps you close more loans, earn more income, and grow your career... this is your sign. Company DescriptionYour Favorite Lenders is a top-performing mortgage brokerage headquartered in Anaheim, California, founded by local industry professionals with a passion for speed, service, and integrity. With extensive experience and a rapidly expanding funding portfolio, we specialize in delivering fast, customized mortgage solutions for homebuyers, investors, and real estate partners. We combine cutting-edge systems, strong lender relationships, and a high-performance culture to empower our team and serve our clients with excellence. We specialize in a diverse range of loan products, including Conventional, FHA, VA, DSCR, Hard Money, and Fix-and-Flip loans, catering to first-time homebuyers, seasoned investors, and everyone in between. Our experienced loan officers offer quick and accurate financial advice, ensuring clients make informed decisions tailored to their unique needs. At Your Favorite Lenders, we believe in extending our impact beyond finance. Community engagement is at the heart of our operations, as we actively participate in initiatives that contribute to the well-being of the communities we serve. Our commitment to excellence is evident in our transparent communication, personalized service, and dedication to turning dreams into cherished homes. Whether you're buying, selling, refinancing, or building your dream home, we're here to guide you every step of the way.Your Favorite Lenders is a top-performing mortgage brokerage headquartered in Anaheim, California, founded by local industry professionals with a passion for speed, service, and integrity. With extensive experience and a rapidly expanding funding portfolio, we specialize in delivering fast, customized mortgage solutions for homebuyers, investors, and real estate partners. We combine cutting-edge systems, strong lender relationships, and a high-performance culture to empower our team and serve our clients with excellence.\r\nWe specialize in a diverse range of loan products, including Conventional, FHA, VA, DSCR, Hard Money, and Fix-and-Flip loans, catering to first-time homebuyers, seasoned investors, and everyone in between. Our experienced loan officers offer quick and accurate financial advice, ensuring clients make informed decisions tailored to their unique needs.\r\n\r\nAt Your Favorite Lenders, we believe in extending our impact beyond finance. Community engagement is at the heart of our operations, as we actively participate in initiatives that contribute to the well-being of the communities we serve.\r\n\r\nOur commitment to excellence is evident in our transparent communication, personalized service, and dedication to turning dreams into cherished homes. Whether you're buying, selling, refinancing, or building your dream home, we're here to guide you every step of the way.

Job Description LOOKING FOR PART-TIME TO FULL TIME. NOT A REMOTE JOB! Willing to drive to Whittier, CA daily. We are looking for a HIGH ENERGY, DETAILED and reliable Loan Processor to individual loans. You will undertake an intermediary role between wholesale lenders and our inside team. We are looking for qualified applicants to process loans in a timely manner with outstanding customer service, writing and phone skills. Loan processor duties and responsibilities will include analysis of the loan file from initial opening to drawing loan documents for final docs and everything in between. Responsibilities • Perform initial review of the loan file, • Collect and package the loan file for submission to the underwriter, • Document the file and reach out to all participants for updated documents (Credit/income/Assets/Insurance/etc.), • Obtain loan applications daily, • Edit application, or input application through Point and download to Automated Underwriting System (Desktop Underwriter) and run credit to obtain pre-approval, • Document borrower information provided in application, • Submit file to underwriter for Pre-Approval, • Notify Loan Originator (Loan Advisor, A-List, or Loan Consultant) regarding prequalification, requirements, and decision (approval, counteroffer, denial), • Obtain all conditions required from borrower (i.e. income documentation, assets/bank statements, purchase contract and escrow instructions if purchase transaction), • Analyze all forms of income documentation, • Send preapproval letter to borrower upon request, • Be able to work in an office, • Proven 3-5 year working experience in a loan processor role, • Good knowledge of Calyx software and MS Office, • Comprehension of direct/indirect lending procedures, • In-depth understanding of relevant rules and regulations, • Excellent communication and sales skills

Job Description Loan Officer Assistant - In-Office Position Summary: $$$ GREAT OPPORTUNITY $$$ This is your chance to be part of a high-producing origination machine. We are licensed in California; Arizona; Florida, Ohio and Texas. This is a front line sales support role in which there will be direct communication with Clients, Realtors and our Loan Officers. The role requires an extremely outgoing personality with the ability to self-motivate toward results. Key attributes to success are the ability to multi-task, time manage, precise verbal and written communication skills. Duties and Responsibilities: • Track and manage new leads and follows up on referral business using lead management system., • Have initial discovery call with new clients on warm leads (no cold calling), • Send out request to client for loan application and documents needed to pre-approve a purchase loan and/or finalize a refinance loan., • Run credit report and review all documentation – including the accurate calculation of income for all types of borrowers on FHA, VA, Conventional and other loan programs., • Determine best financing options and communicate pre-approval decisions to clients and Realtors, including discussing rates and terms. This involves pricing and locking loans., • Disclose and submit complete files to processing based on investor guidelines., • Maintain constant communication with referral partners, clients and management, • Prioritize and monitor daily workflow in order to ensure all leads are being worked on in accordance with company's timeline expectations., • Work additional hours as needed., • Assume responsibility and ownership of the leads in your personal pipeline., • Stay current on all investor guidelines and program changes. Basic Qualifications: • Minimum of 2 years in Mortgage Origination as Loan Officer Assistant (LOA), • Proficiency with MS Word, MS Excel, Adobe, Desktop Underwriter and Loan Prospector., • Technology savvy- proficient in Microsoft Outlook, Office Suite, Desktop Underwriter and Loan Prospector. Current familiarity with Encompass., • Ability to learn new systems quickly., • Must be detail oriented organized and work efficiently under pressure., • Must be a team player and work well with both Sales and Operations Staff providing utmost levels of customer service and an open line of communication., • Strong analytical skills., • Excellent verbal and written communication skills with a strong desire to help build relationships with Realtors and Borrowers, • Ability to problem solve and work independently, • Ability to multi-task effectively., • Positive attitude and self-motivation are criticalCompany DescriptionHillhurst Mortgage Inc., we are a boutique mortgage broker that focuses on educating and helping clients feel comfortable with the entire home financing process. We take pride in our established an exceptionally talented team of professionals whose hard work and dedication is the largest contributing factors to our success. We are small however we are a very fast pace and high producing office.Hillhurst Mortgage Inc., we are a boutique mortgage broker that focuses on educating and helping clients feel comfortable with the entire home financing process. We take pride in our established an exceptionally talented team of professionals whose hard work and dedication is the largest contributing factors to our success. We are small however we are a very fast pace and high producing office.

Job Description Job Summary The Lending Records Unit Supervisor oversees the lending document repository including file structuring, document integrity, records retention, application process management and loan operations workflow routing. The Lending Records Unit Supervisor is responsible for monitoring and guiding training and workflow for the Lending Records Unit staff. The Lending Records Unit Supervisor serves as a resource for the lending staff, CAS Units, support departments and credit administration management. Essential Duties • Supervises the Lending Records Unit staff, workflow and operations related to the loan document repository, loan process workflow routing and loan funding processes including, but not limited to, document archive structure and organization, records retention, processing workflow and loan funding deposits and wires., • Assists in the hiring and development of human resources to induce the best possible quality of department work output in order to meet the organizational goals and objectives., • Monitors Lending Records Unit performance – developing/maintaining service level agreements, creating/reviewing metrics, maintains accuracy and processing time tracking, etc., • Develops and maintains Unit Desktop Procedures, • Identifies process enhancements, creating and driving action plans, implementing improvements, measuring effectiveness and continuous monitoring related to collateral servicing/monitoring and loan data integrity., • Administers the loan document repository management including but limited to support case entry and resolution, user acceptance testing and validation, parameter reviews/updates/change control, management/regulatory reporting, etc., • Drives and monitors assigned projects to completion, • Approves transactions for department staff within established scope of authority., • Prepares assigned reports for Bank management and departments., • Functions as a Unit Liaison between CAS, Lending Staff, Support Departments and Credit Administration Management, • Supports Lending Staff training by communicating changes, presenting training topics, Loan Documentation procedure review, FM form review, etc., • Supports and assists Credit Administration Services Manager with responding to audit requests and inquiries related to the loan document repository., • Responsible for maintaining regulatory and industry knowledge related to all aspects of banking and lending, and assuring compliance with all Bank policies and procedures as well as applicable state and federal regulations. Non-essential Duties • File Review Required Knowledge: • Bank Secrecy Act (BSA), • Real Estate Settlement Procedures Act (RESPA), • Regulation AA (Unfair or Deceptive Acts or Practices), • Regulation B (Equal Credit Opportunity), • Regulation CC (Expedited Funds Availability Act), • Regulation E (Electronic Funds Transfer Act), • Regulation P (Privacy Act and Safeguarding Customer, • Uniform Commercial Code (UCC), • California Civil Code, • Fair Debt Collection Practices, • Regulation Z (Truth in Lending Act), • Regulation BB (Community Reinvestment Act), • Regulation DD (Truth in Savings), • US Patriot Act, • Regulation 0 (Federal Reserve Act and Federal Deposit Insurance Act), • Regulation C (Home Mortgage Disclosure - HMDA), • Regulation U (Governs Margin Securities) Basic Knowledge, Skills and Abilities • Clear understanding of the English Language (Spoken & Written), • Microsoft Office Products (Excel, Word, Outlook), • Laserfiche imaging application, • Jack Henry & Associates core operating system, • Argo account opening application, • Basic Mathematics Skills, • Customer Service Skills, • Strong typing skills, • Critical Thinking, Judgment & Problem Solving Skills, • Ability to actively listen & learn, • Ability to use oral communication techniques to sell products or services, • Ability to respectfully communicate with Supervisors and Co-workers, • Ability to effectively deal with unpleasant, angry or discourteous people Officer Title Eligibility For qualified positions, the Bank may designate an Officer Title to an employee who seeks and/or meets defined competencies for an eligible position. This position qualifies for the officer title(s) Assistant Vice President. Equipment Operated: • Desk top Computers, • Standard Office Equipment (copiers, scanners, fax machines) Physical Requirements & Work Environment • Requires sitting for prolong periods of time., • Requires lifting up to 15lb, • Office setting w/controlled temperature Education and Experience • High School Diploma or equivalent required, • 10+ years loan administration / records management experience or equivalent As a part of the Bank’s internal control systems, employees holding sensitive positions are required to be absent from their duties for a minimum of two consecutive weeks each year. This position has been deemed to meet the test for a sensitive position, and therefore you will be required to meet the minimum absence requirement each and every year. This job description is not intended to be all-inclusive, and employees will be required to perform additional related work duties as assigned by their immediate supervisor and/or management. Farmers and Merchants Bank of Long Beach reserves the right to revise or change job duties and responsibilities as the need arises. This job description does not constitute a written or implied contract of employment.

Job Description Loan Officer Assistant Encino, CA Full-Time or Part-Time Mutual of Omaha Reverse Mortgage Mid Level Mutual of Omaha Reverse Mortgage is a Fortune 300 Company. It is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs please review and apply for our opening below! Mutual of Omaha Reverse Mortgage is searching for a Loan Officer Assistant to join our team in the Encino area! Job Purpose: The Loan Officer Assistant (LOA) will support high producing Loan Officers in all aspects of the reverse mortgage loan origination process. The LOA is responsible for reviewing files for adherence to underwriting standards and ensuring completeness of submission. Contacts borrower and/or mortgage broker to collect necessary documentation and act as a liaison between origination staff, underwriters, and customers. Duties and Responsibilities: • Provide administrative/clerical, marketing, communication and relationship management, and processing support to Loan Officer which allow them more time to originate and generate new business, • Work closely with LO agents and pre-approved customers to obtain status of home-buying process and purchase offers, • Maintain effective communication with agents and customers to obtain timely receipt of loan packages, executed Agreement of Sale, and all trailing loan documents, • Organize and maintain database of current loan pipeline and track loan status as well as appraisal, loan conditions and closing deadlines. Work closely with LO, Loan Processing, internal closing department and external title closing companies to insure loan conditions are cleared, • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing OR Prepare and submit loan application to processing, resolve file issues, conversations with customers, vendors and referral partners., • Coordinate, create, track and distribute marketing materials, • Send and collect 1003, disclosures and supporting documentation from customer for completion and signatures, • Perform other duties as necessary Qualifications: • Previous mortgage loan officer assistant or processor experience required., • Maintain education with regulatory and industry standards and requirements, • Ability to communicate effectively both verbally and written, • Strong customer service/ presentation skills, • Highly Self-Motivated and proactive, • Strong business acumen, • Ability to problem solve and define the root issues, • Excellent computer skills and working knowledge of MS Office products This role pays $18.75 per hour for full or part-time. Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: • Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service., • Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed., • 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday), • Multiple PPO Medical Plans, as well as HDHP eligible plan., • Dental Coverage, • Vision Coverage, • Company Paid Life Insurance, • 401K with a generous employer match, • Additional Benefits including – Optional Life, FSA, Pet Insurance etc., • Free Legal Services uCfkxx5aim

Job DescriptionABOUT CIM GROUP:CIM is a community-focused infrastructure and real estate owner, operator, lender, and developer managing over $30bn in assets across a variety of real asset strategies. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Starting in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with investments across the Americas. Our projects have delivered jobs, provided necessary and sustainable infrastructure, and created comfortable places to live, work, and enjoy recreation. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Real estate plays an important role in the success and livability of communities. Office buildings, multifamily residences, restaurants, and entertainment venues provide places where residents live, work and maximize leisure time. CIM focuses on understanding the real estate communities need, then mobilizes its in-house expertise to cater to those needs. CIM’s real estate platform includes multiple sectors and incorporates both equity and debt investment strategies across the risk-return spectrum. CIM’s credit platform seeks to provide custom financing opportunities for diverse asset types across the capital stack; the platform originates mortgage, mezzanine, B-Note, note-on-note and preferred equity investments for the following loan purposes:· Traditional Loans: Bridge, value-add, stretch senior· Construction & Development: Ground-up construction, heavy repositioning, redevelopment To learn more, visit us at . POSITION PURPOSE:The Analyst, Investments role (Credit focus) is an integral part of the CIM team. You’ll work in a supportive, growth-oriented environment and gain valuable exposure to a variety of projects across various asset classes including hotel, multifamily, condominiums, office, retail, industrial, mixed-use, and parking, among others, with a focus on core urban markets. Although focused on credit, you will also gain valuable exposure to CIM’s wide range of asset types and investment platforms active in principal investing in each element of the capital stack. This position will have significant exposure to CIM’s fast-growing, real-asset credit products and will be responsible for the full set of responsibilities necessary to deliver on successful investment outcomes, from investment execution to exit. This role is based at our corporate headquarters in Los Angeles and supports the Credit Investments team through financial analysis, research, transaction execution, and ongoing management and governance through the lifecycle of an investment.ABOUT YOU: • Quantitative aptitude, with a preference for fluency in corporate and/or asset finance, excellent modeling skills, and strong attention to detail., • Real Estate Credit investment experience is a plus (but not a requirement)., • Ability to thrive in a collaborative team environment and work effectively with deal team (members often spread across multiple geographies, including but not limited to Los Angeles, New York, and Chicago.), • Positive attitude and professional demeanor., • Dedication to fostering an inclusive culture., • Demonstrated leadership skills., • A demonstrated interest in learning about the Credit Investments space., • Excellent written and verbal communication skills., • Self-motivated and proactive.WHAT WE LOOK FOR:, • 1-2 years’ professional experience working with an investment firm, private equity firm, or similar organization, focusing on real estate credit and adjacent sectors, and/or credit investment experience. #LI-SP1

Job DescriptionABOUT CIM GROUP:CIM is a community-focused infrastructure and real estate owner, operator, lender, and developer managing over $30bn in assets across a variety of real asset strategies. Our team of experts works together to identify and create value in real assets, benefiting the communities in which we invest. Starting in 1994, our three founders focused on projects in Southern California neighborhoods. Today, we are a diverse team of 900+ employees with investments across the Americas. Our projects have delivered jobs, provided necessary and sustainable infrastructure, and created comfortable places to live, work, and enjoy recreation. Our focus on enhancing communities is unwavering, and we strive to make an even greater impact in the years to come. Real estate plays an important role in the success and livability of communities. Office buildings, multifamily residences, restaurants, and entertainment venues provide places where residents live, work and maximize leisure time. CIM focuses on understanding the real estate communities need, then mobilizes its in-house expertise to cater to those needs. CIM’s real estate platform includes multiple sectors and incorporates both equity and debt investment strategies across the risk-return spectrum. CIM’s credit platform seeks to provide custom financing opportunities for diverse asset types across the capital stack; the platform originates mortgage, mezzanine, B-Note, note-on-note and preferred equity investments for the following loan purposes:· Traditional Loans: Bridge, value-add, stretch senior· Construction & Development: Ground-up construction, heavy repositioning, redevelopment To learn more, visit us at . POSITION PURPOSE:The Associate, Investments role (Credit focus) is an integral part of the CIM team. You’ll work in a supportive, growth-oriented environment and gain valuable exposure to a variety of projects across various asset classes including hotel, multifamily, condominiums, office, retail, industrial, mixed-use, and parking, among others, with a focus on core urban markets. Although focused on credit, you will also gain valuable exposure to CIM’s wide range of asset types and investment platforms active in principal investing in each element of the capital stack. This position will have significant exposure to CIM’s fast-growing, real-asset credit products and will be responsible for the full set of responsibilities necessary to deliver on successful investment outcomes, from investment execution to exit. This role is based at our corporate headquarters in Los Angeles and supports the Credit Investments team through financial analysis, research, transaction execution, and ongoing management and governance through the lifecycle of an investment.ABOUT YOU: • Quantitative aptitude, with a preference for fluency in corporate and/or asset finance, excellent modeling skills, and strong attention to detail., • Real Estate Credit investment experience is a plus (but not a requirement)., • Ability to thrive in a collaborative team environment and work effectively with deal team (members often spread across multiple geographies, including but not limited to Los Angeles, New York, and Chicago.), • Positive attitude and professional demeanor., • Dedication to fostering an inclusive culture., • Demonstrated leadership skills., • A demonstrated interest in learning about the Credit Investments space., • Excellent written and verbal communication skills., • Self-motivated and proactive.WHAT WE LOOK FOR:, • 2+ years’ professional experience working with an investment firm, private equity firm, or similar organization, focusing on real estate credit and adjacent sectors, and/or credit investment experience. #LI-SP1

Job DescriptionSalary: $25.00-$28.00 Who is DocMagic DocMagic is the leading provider of digital solutions for the eMortgage industry, including regulatory compliance, document generation, eSignature, and complete eClosings. DocMagic has been solving the mortgage industry's toughest challenges with innovative technology solutions since 1987. Today, we continue to lead the industry with award-winning proprietary software, mobile apps, and web-based solutions. Recent awards include HousingWire naming DocMagic a 2025 Tech100 winner for the 13th year in a row, recognizing our innovation in digital lending and our impact on the industry, as well as key employees receiving HousingWire Tech Trendsetter and Vanguard awards. Why Work at DocMagic At DocMagic, our culture is built on teamwork, innovation, and collaboration, which contribute to our reputation for excellence. We are committed to living these values every day. We offer competitive benefits, including comprehensive health coverage, paid time off, company-paid holidays and a 401K with company matching. We also offer on-site wellness classes, snacks and monthly food trucks. But it is not all about work; we believe in building connections, from team-building activities to our employee gatherings, we love coming together to celebrate. Join us and be a part of a team that values innovation and is committed to shaping the future of work. Position Summary The Accounts Payable Clerk, reporting to the Accounting Department, is responsible for accurately and efficiently processing vendor invoices and payments in accordance with company policies. This role manages credit card transaction reconciliation, ensures timely disbursements, proper coding, and accurate general ledger postings, and supports month-end close activities. The ideal candidate demonstrates exceptional attention to detail, strong organizational abilities, and effective communication skills while maintaining positive vendor relationships. Essential Functions • Manage the full accounts payable cycle, including invoice receipt, coding, approval workflows, and payment processing., • Ensure all disbursements comply with company policies, approval limits, and required documentation., • Prepare and process weekly check runs, ACH transactions, and wire payments., • Monitor, reconcile, and process company credit card transactions and related payments., • Review automated credit card payments to verify correct coding, authorization, and supporting documentation., • Set up new vendors and maintain current and accurate vendor records within the accounting system, including W-9s, addresses, and other required information., • Prepare annual 1099 filings and support year-end compliance activities., • Maintain vendor banking information and ensure changes adhere to fraud-prevention procedures., • Collaborate with the GL accountant on account reconciliations and expense analysis., • Prepare monthly shareholder statements., • Update and maintain the monthly Vendor Tracker., • Assist with month-end close, including reconciling the AP subledger with the general ledger. Other Skills • Works collaboratively as a team player and builds strong working relationships across the company., • Acts in a positive, professional manner and supports the company culture., • Highly organized, detail-oriented, and willing to take ownership of responsibilities., • Completes assignments on time or communicates delays in advance., • Demonstrates strong time-management, organizational, and communication skills., • Exercises, sound judgment and effective decision-making., • Strong problem-solving abilities with a proactive approach to issue resolution., • Demonstrates initiative and openness to innovation to improve processes and outcomes. Required Qualifications • High school diploma: some college coursework preferred., • 13 years of experience in Accounts Payable., • At least 2 years of experience using Excel, Word, PowerPoint, and Outlook., • Experience with Sage 100 preferred., • Experience and knowledge of the mortgage industry preferred. Other Duties Duties, responsibilities, and activities may change at any time with or without notice. Additional tasks may be assigned as necessary to support department and company needs. #zr

Job DescriptionFirst Entertainment Credit Union is looking for a Mortgage Loan Operations Specialist (Funding & Processing) who will be responsible for First and Second lien loan processing from application through funding, including data collection, review and analysis, and pre-funding audits. The Mortgage Loan Operations Specialist must demonstrate exceptional attention to detail, organizational skills, and communication abilities. A successful candidate must possess the professionalism and alignment with our core values, ensuring all stakeholders are informed throughout the loan lifecycle. This is a full-time, hybrid opportunity reporting to the Director, Real Estate Lending Operations and is based in Hollywood, CA. The targeted pay in California is between $24.58 and $30.72. Responsibilities

Job DescriptionDescription: Job Title: MORTGAGE LOAN OFFICER At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: We are seeking a dynamic Mortgage Loan Officer who will be responsible for promoting products and services while developing and maintaining a quality referral network of business and personal relationships in the greater Houston metropolitan area. The right candidate will have a sense of urgency, excellent time management skills, the ability to improve operational efficiency through thoughtful process improvement, and a strong commitment to delivering best in class service. About You: • Customer Service: You will provide support to the primary daily processes and regulatory requirements of the residential lending department., • Teamwork: Your ability to encourage and exchange creative ideas, to provide practical solutions to problems, will be used to promote innovation., • Communication: Your effective communication style will be used to transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors., • The core responsibility is to increase residential mortgage loan production by soliciting members or non-members as you meet the department’s new loan application and funding goals., • Must offer retail mortgage loan products and cross-sell financial products and services, as needed by the member including depository accounts to existing or potential members., • Expected to continuously seek out opportunities through outside sales activities to increase loan growth and revenue., • Assist in the qualification of applicants for appropriate mortgage loan products based on underwriting guidelines., • Will obtain pertinent information to process loan applications and ensure data and documents are accurately entered into the loan origination system (LOS)., • Work closely with loan processors and the loan department to ensure a complete and quality loan package., • Responsible for educating applicants of available products and other loan alternatives while cross selling products and financial services appropriately to meet our member’s needs., • Will negotiate loan terms while providing the necessary disclosures in accordance with Reg Z and RESPA., • Will communicate loan conditions and status directly to applicant and associated Real Estate agents., • Complete timely follow-up on all leads and pending loan applications to ensure expected turnaround time, meeting established department service level agreements (SLAs)., • Provide the highest level of service by promptly responding to member needs in a professional, friendly, and respectful manner., • Develop business relationships with key organizations and network groups., • Support department business development goals through effective calling efforts on prospects., • Monitor market conditions while making recommendations for new products and services., • Conduct Real Estate training and home buying seminars., • Some travel may be required.Requirements: What We Are Looking For: • Bachelor’s degree in business or related field or related experience, • Three years of progressive experience in a related position, • Understanding of related legal and regulatory requirements, • Maintain a valid driver’s license, current auto insurance and NMLS registration, • Strong organizational and time management skills, • Ability to prioritize effectively, working in a fast-paced environment, • Strong oral and written communication skills, including ease in presenting information to a group, • Bi-Lingual (Spanish speaking) preferred Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer – Veteran / Disabled Drug-free workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $31– $38 hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay, (base, commissions, and incentives) · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job DescriptionDescription: Job Title: Operations Services Specialist At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today’s needs and reach tomorrow’s dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! Overview: The Operations Services team is looking for an Operations Services Specialist to assist in the operation of the credit union branches, operations services, virtual services, and member service areas. This role requires the ability to provide feedback to management to assist with process improvements and efficiencies within the department. In addition, this Specialist must effectively estimate and manage time spent on a variety of tasks. Importantly, they will provide effective estimation and management of time spent on a variety of tasks. Requires communication with ease across all levels of management, peer teams and departments. Ensures and maintains regulatory compliance and adheres to all Credit Union policies and procedures. What You Will Do: • Responsible for processing requests from internal departments, (check copies, statement copies, account type changes, fee reversals, etc.)., • Assist in reviewing Mobile/ATM deposits and necessary adjustments, including returns, holds, other adjustments and escalations to FIU department for further review., • Complete daily remittance processing, manual posting (items unable to be processed through remittance due to missed information, research, or special instructions)., • Responsible for scanning and indexing all member documents as requested., • Responsible for processing incoming mail requests (account closures, deposits, and loan payments)., • Process loan payoffs and send appropriate documents to lending department., • Process ACH originations requests., • Assist with account charge-offs, including handling incoming and outgoing calls, sending out notices, and providing recommendations., • Process levies, garnishments, and money judgments., • High school graduate or equivalent., • Two years of credit union experience preferred with one year minimum of similar experience., • Solid math and bookkeeping abilities., • Microsoft Office suite skills including Word and Excel. Equal Opportunity Employer – Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $23-29/hourly. Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation’s largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Job Description Calling all life insurance agents who are have struggled to be successful because of lead debt. We have an answer for you. Team Nexa Insurance Solutions is proud to include Security National Life Insurance Company Agency along with other carriers in our portfolio of carriers. We are seeking life insurance agents to join our team! No longer will agents be forced to take a reduced commission in order to get "free" old and overpriced leads. Our programs have proven to allow our agents to limit their travel, earn monies daily and not worry about leads. Full time and Part time positions are available for self-motivated and currently licensed life insurance agents to sell our final expense products to the growing senior market. Team Nexa Insurance Solutions is growing at a rapid pace. Our focus is providing the right products, the right training and a collaborative environment. Additional offerings include American Amicable, CiCa, Gerber, Mutual of Omaha, Transamerica and several more offerings. We provide the following · Free Postcard/Survey Lead System (In Person) · Live Training · Generous Commission Contracts · Unlimited growth opportunities Telesales Available Licensed Agents Can Sell · Final Expense · Mortgage Protection · Guaranteed Issue Products · Indexed Universal Life Products & Family Plans · Cancer, Heart Attack & Stroke Plans & More We can now solve all life insurance products for all families and for all agents. Team Nexa Insurance Solutions wants you to join our growing family of insurance agents. We are doing a nationwide recruiting search. This is a sales position in a growing market with successful life insurance companies that strives to assist you in achieving your desired level of success. Powered by JazzHR ZKuIDmi2ih