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Job Description This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values. Supervisory responsibilities: This position reports directly to the Assistant Branch Manager or Branch Supervisor. No employees report directly to this position. NATURE & SCOPE: • Guides and monitors departmental workflow, ensuring assigned duties are completed and/or processed in a timely manner. Maintains regular communication with management., • Mentors employees to achieve individual, branch and credit union goals. Acts as an informational resource and provides guidance, motivation, training and direction to other employees. Provides feedback to staff on procedures, policies and training issues as appropriate, and provides feedback to management on employee performance appraisals., • Assists with creation of schedule to ensure proper coverage is maintained at all times. · Assists or conducts staff meetings to effectively communicate branch expectations, vision and operational efficiencies. This will include weekly meetings, robbery and security training, and sales updates. · Elevated authority level to assist with overrides and transaction approval. • Ensures new acct and loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented., • Actively manages loan queues to ensure approved loans are funded., • Performs wide range of operational and lending transactions. May be required to maintain a cash drawer., • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals., • Opens new accounts and analyzes member financial service needs. Seeks opportunities to increase household penetration of credit union products and services., • Processes consumer and real estate loans., • Assists with complex transactions and products and services. Resolves member issues by utilizing appropriate resources., • Ensures member correspondence is professional and accurate., • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • Adheres to credit union policies and procedures., • Performs other relevant and related duties as required. Education, skills, & abilities: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things., 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence., 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond., 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles., 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships., 6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers., 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success., 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • The experience as acquired from a high school diploma or equivalent plus three (3) years of experience in a financial institution performing the full range of new account, loan and operation functions., • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending., • Requires strong sales and service skills., • Working knowledge of negotiable instruments. Knowledge of applicable financial industry rules and regulations. Skill and ability to perform the full range of complex financial transactions with a high degree of accuracy., • Thorough knowledge and understanding of financial products and services. Knowledge of more complex accounts/loan products and services to include IRA’s, Real Estate, escheated accounts, decedent accounts, trusts and other legal issues., • Ability to effectively communicate with others verbally and in writing., • Requires demonstrated leadership skills and the ability to effectively coach, train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times., • Ability to handle multiple projects simultaneously and analyze and resolve problems independently. Ability to work under pressure, prioritize work, demonstrate good judgment and organizational skills and resolve conflicts with tact and diplomacy., • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. · NMLS registration required. MAJOR ACCOUNTABILITIES: • Ensures sales and service goals are met., • Excellent verbal and written communication skills in both languages., • Guides, motivates, trains, and coaches branch staff with operational/branch processes. Contribute feedback to management and observe counseling, hiring and termination process to gain Supervisory knowledge to prepare for possible advancement., • Assists with scheduling., • Performs audits and certifications., • Conducts staff meetings., • Assists with overrides and transaction authorizations., • Processes new accounts and loans accurately and completely., • Adheres to cash, key and dual control policies and procedures., • Adheres to security and robbery procedures., • Complies with policies and procedures. PHYSICAL REQUIREMENTS: · Ability to tolerate long periods of sitting with occasional walking/standing. · Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS: · Work is primarily performed within an office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Salary Range (hourly) $28.5658 - $35.7073

Job Description At Quality Loan Service Corp. and our affiliate companies, we have years of expertise in representing financial institutions across a wide range of banking law matters, and we’re looking for passionate, driven candidates to join our dynamic team! With offices in Arizona, Arkansas, California, Colorado, Nebraska, Nevada, New Mexico, Oregon, Texas, and Washington, we offer opportunities across multiple locations. Our workplace is more than just a job – it’s a supportive, collaborative environment where your contributions truly matter. You’ll be part of a team that values hard work, creativity, and dedication, while enjoying a strong sense of community. We offer performance-based bonuses, competitive compensation, and a range of incentives that reward your success. Plus, with generous benefits, enhanced employer contributions, and paid time off, we prioritize your well-being and work-life balance. Summary: We are looking for a part-time law clerk who will provide research and support to the company's in-house legal team. This position is ideal for a current law student or recent graduate seeking practical exposure to corporate, regulatory, mortgage default, and real estate matters in a business environment. The role involves working closely with attorneys and legal staff on compliance reviews, risk assessments, litigation support, and research. Key Responsibilities: • Review files for statutory compliance, • Support due diligence and litigation tracking, • Research application of new laws to specific files, • Conduct research as requested by General Counsel, • May perform other duties as assigned to support department goals., • Familiarity with loan documentation, origination, and/or real estate transactions., • Exposure to corporate, real estate, UCC, or mortgage finance law preferred., • Familiarity with litigation management and discovery preferred., • Currently enrolled in or a recent graduate of an accredited law school (1L-3L preferred)., • Proficient with Westlaw., • Excellent attention to detail and ability to handle confidential information, • Clear and concise writing, with ability to translate legalese to plain English This is a 100% office position for the first 90 days with an opportunity to work hybrid once trained. It is a part-time position10-20 hours per week. Salary Range: The salary for this position typically ranges from $20-$30 per hour, depending on qualifications, experience, and other factors. Please note that the final offer may differ based on the candidate's specific qualifications, skills, and experience, as well as internal equity and business needs. Benefits: Quality Loan Service Corp., and affiliated companies promote work/life balance with a robust wellness program, PTO, remote work, and flexible schedules (when available). Full-time employees become eligible for benefits following a 30-day waiting period, with benefit offerings that include medical, dental, vision, life, AD&D, EAP, STD, and LTD. Additionally the firm provides parental leave for both primary and non-primary caregivers as well. Also available are voluntary income protection benefits such as supplemental life, accident, critical illness, and short and long-term care insurances, as well as a 401(k)-retirement plan with a company match. Part-time employees may have access to some of these benefits, which may be on a pro-rated basis. Security Requirement: While performing the duties of this job, the employee is required to ensure the security and confidentiality of all sensitive information, including but not limited to threats or hazards to the security or integrity of sensitive information that could result in any harm or inconvenience to any customer, employee or company. Work Environment: A corporate office environment with a professional setting, characterized by a quiet to moderate noise level. Employees may work in individual or shared workspaces, with standard office equipment such as computers, printers, and telephones. Occasional meetings, collaborative discussions, and business activities may contribute to variations in noise levels. Next Steps: Ready to take the next step? Apply now and be part of our thriving team! QLS - Contact Us Notices: The above information on this job description is designed to indicate the general nature and level of work performed by incumbents. Other duties and responsibilities not specifically described may be assigned from time to time, consistent with the knowledge, skills, and abilities of the incumbent. Quality Loan Service Corp. is an Equal Opportunity Employer. We are committed to providing a work environment free from discrimination and harassment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We celebrate diversity and are dedicated to creating an inclusive environment for all employees. Qualified applicants with a criminal history will be considered pursuant to the San Diego County Fair Chance Ordinance, the California Fair Chance Act, and other applicable state or local laws. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made. After making a conditional offer and running a background check, if there are concerns about a conviction directly related to the job, you will be given the chance to explain the circumstances, provide mitigating evidence, or challenge the accuracy of the background report. For more information about the Fair Chance Ordinance, visit the San Diego County Office of Labor Standards and Enforcement webpage. As part of our commitment to maintaining a lawful and compliant workforce, we participate in the E-Verify program. All candidates who accept a job offer will be required to complete the E-Verify process to verify their employment eligibility in the United States. Applications will be accepted until 2/28/2026.

Job Description ExpandingTop 100 Mortgage TeamSan Diego, CA. Currently seeking an experienced full-time Team Loan Officer. We are seeking a highly motivated, ethical team player who is looking to be part of a company with a great future in lending. We offer a tremendous opportunity for growth, excellent compensation, and benefits. The position will be responsible for examining loan documentation for accuracy and completeness. Will be working with loan originators and production staff to secure all required documents. Will be working with several types of mortgage lending (Conventional, FHA, VA, etc). We offer a comprehensive benefits package that includes 401(k), medical, dental, and vision plans, and more, all in a responsive work environment. Additionally, a competitive starting salary will be structured to match the qualities required for this position. Please do not apply without the requisite requirements described below. We offer a tremendous opportunity for growth, competitive compensation, and benefits. Job Requirements • Must possess at leastof experience in Conventionaland FHA Lendingas a Loan Officer, etc, • Fluent knowledge of DU LP, • FHA and CONV experience; be attuned to all the latest HUD, RESPA, HVCC, and Agency guidelines, • Ability to manage multiple tasks and deadlines simultaneously, • Proven customer service skills, • Works well in a team environment, • Effective verbal and written communication skillsProficient computer skills Compensation & Benefits: • Salary +Comp + Bonus, • Participates in and leads proactive team efforts to achieve departmental and company goals., • Adopts CrossCountry values in personal work behaviors, decision-making, contributions, and interpersonal interactions., • Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can-do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun., • Microsoft Word, Excel, and PowerPoint Knowledge., • Willingness to gain NMLS License., • Organization Skills.About Company At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun. If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.

Job Description Annual Salary $68,500k-$90,000k and a lucrative quarterly discretionary bonus. Join LendSure Mortgage Corp as a Non-QM Retail Underwriter (Onsite – San Diego, CA) Are you ready to bring your underwriting expertise to a collaborative, high-energy team where your ideas matter? At LendSure Mortgage Corp, we're looking for a Non-QM Retail Underwriter who thrives in a fast-paced, problem-solving environment and enjoys working onsite with a supportive, forward-thinking team. This is more than just a job-it's an opportunity to grow your career, tackle interesting and complex loan scenarios, and be part of a company that values innovation, teamwork, and results. Why You'll Love This Role • Competitive salary: $68,500 – $90,000, • Quarterly discretionary bonus program, • Comprehensive benefits: Medical, Dental, Vision, Life Insurance, • 401(k) with company support, • Generous Paid Time Off, • Employee discounts, • A fun, team-oriented onsite culture at our San Diego headquarters What You'll Do As a Non-QM Retail Underwriter, you will play a key role in evaluating and approving residential mortgage loans, ensuring sound credit decisions and exceptional service. Your responsibilities will include: • Reviewing and analyzing loan files, income documentation, and supporting materials, • Making credit decisions in accordance with company policies and regulatory guidelines, • Structuring loans and assessing borrower risk profiles, • Ensuring compliance with internal standards and service level agreements, • Collaborating with team members to resolve complex loan scenarios, • Contributing to a culture of accuracy, efficiency, and continuous improvement What We're Looking For We welcome candidates with a variety of experiences and backgrounds who are eager to contribute and grow. Ideal candidates will bring: • Experience in non-QM or non-conforming mortgage underwriting, • Strong understanding of borrower financials, credit analysis, and risk assessment, • Familiarity with real estate markets and property valuation concepts, • Knowledge of state and federal lending regulations (e.g., ATR, RESPA, Reg B, Reg Z, Fair Lending), • Ability to review complex tax returns and financial documents, • Proficiency with tools such as Encompass, Salesforce, and Excel (or similar systems), • Strong communication, organization, and time management skills, • Typically, 5+ years of underwriting experience is preferred, but we encourage candidates with relevant skills and transferable experience to apply. Our Commitment to You At LendSure Mortgage Corp, we believe great ideas come from diverse perspectives. We are committed to creating an inclusive workplace where all employees feel valued, supported, and empowered to succeed. Ready to Apply? We've made our application process simple and mobile-friendly because we respect your time. If you're looking for a challenging, rewarding role where you can make an impact and enjoy the work you do-apply today! This employer participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Job DescriptionDescription: Position Summary This position is open to those who have already passed the California Bar Exam and are within three years post-law school graduation. This is a limited two-year position which may transition into a full-time staff attorney position subject to funding availability. Under the supervision of the Managing Attorney and Supervising Attorneys, the Fellow will work on consumer law-related legal issues. The Fellow may be asked to specialize in one or more of the following areas based on the needs of the Consumer Protection Team and/or available funding: debt collection-related work; bankruptcy; foreclosure and mortgage-related litigation; student loans; medical debt; auto fraud; identity theft; credit reporting; home solicitation sales; home improvement scams; disaster recovery work; and/or other issues related to unfair and deceptive business practices. The staff attorney will be expected to independently maintain a heavy caseload. Potential tasks include interviewing prospective clients, analyzing their legal problems, rendering legal advice, negotiation with opposing parties and agencies, preparing and submitting documents for clients, representing clients in various phases of civil litigation, preparing bankruptcy petitions, engaging in community outreach and education, developing impact litigation, and finding solutions to broader client problems through litigation, policy development, or other strategies. About the Organization Legal Aid Society of San Diego (LASSD), the largest poverty law firm serving San Diego County since 1953, strengthens our communities by redressing our clients’ legal problems, empowering our clients to access and effectively participate within the legal, governmental, and social systems and encouraging self-empowerment in the fight against poverty and injustice. LASSD continues to be a proud, committed, and compassionate group of people dedicated to providing equal access to justice for San Diegans through aggressive, quality legal services. #justicebeginshere Essential Functions: • Representing clients in all phases of litigation, including research, investigation, drafting pleadings, discovery, law and motion, mediation, arbitration, trial, and appeal in state and federal court., • Interviewing prospective clients, rendering legal advice, and developing case strategy., • Handling an increasingly complex caseload., • Attending and engaging in community outreach and education and developing positive relationships with the client community., • Running self-help clinics as needed., • Developing and presenting educational presentations to varying audiences, including fellow attorneys and the public., • Creating self-help materials on consumer law topics for varying audiences., • Developing good working relationships with court, administrative agency personnel, and opposing counsel., • Assisting in the training and supervision of advocates, support staff, and volunteers as appropriate., • Complying with all program and grant requirements, including but not limited to maintaining data, records, and case files in compliance with funder requirements., • Timely and accurately completing administrative tasks, including timekeeping and timesheets., • Collaborating with other teams and outside organizations to provide holistic services., • Developing creative methods, litigious and non-litigious, for dealing with recurring client problems., • Staying up to date on substantive developments in the consumer protection field., • Other tasks as assigned. Requirements: Qualifications: • Admitted and in good standing with the California State Bar, • J.D. degree from an ABA accredited law school, • Demonstrated written and verbal communication skills, • Ability to work independently as well as support team efforts, and to strategize and plan so as to timely and consistently meet grant deliverables and reporting requirements, • Must have reliable transportation, • Must be willing to travel to outreach locations, LASSD's two office locations (Midtown and San Marcos), and for client meetings. Desired Knowledge, Skills, and Abilities: • Fluency in written and spoken Spanish or another language preferred., • Knowledge or experience in the field of consumer protection law, bankruptcy, and/or civil litigation., • Experience with or desire to pursue affirmative litigation when warranted., • Demonstrated commitment to serving low-income people., • Ability to work successfully with people from diverse backgrounds, including being able to communicate clearly and effectively with those who may have cultural or language barriers, and those who suffer from physical or mental disabilities. Pay and Benefits: The Staff Attorney Fellowship position is a salaried position with a salary range of $83,000 - $112,500. The starting salary is $83,000. In addition, there is a bilingual pay increase of 2% for passing an oral test and 2% for passing a written test for threshold languages other than English. LASSD offers a generous benefits package, a 35-hour workweek, paid vacation leave and sick leave and 100% employer paid medical premium, 50% employer-paid premium for dependents under LASSD health plan, as well as dental, vision, and life benefits. Staff also have the option to participate in a 403(b)-retirement plan and dependent and health flex savings accounts (FSA). LASSD has its own law school loan repayment program and is an eligible nonprofit employer for the Public Service Loan Forgiveness (PSLF) Program. LASSD is an equal opportunity employer, we hire without regard to race, color, religion, religious creed (including religious dress and grooming practices), national origin, ancestry, citizenship, physical or mental disability, medical condition (including cancer and genetic characteristics), genetic information, marital status, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender, gender identity, gender expression, reproductive health decision making, age (40 years and over), sexual orientation, veteran and/or military status, domestic violence victim status, political affiliation, and any other status protected by state or federal law. Hybrid Work Environment: Legal Aid Society of San Diego (“LASSD”) has adopted a hybrid work environment in which most staff are required to work in the office part of the week and permitted to work remotely for the remainder of the week, provided their job duties allow. All employees are issued LASSD computers and provided with appropriate supplies to perform their work. LASSD has implemented and continues to explore additional technologies to make our hybrid working environment as efficient and connected as possible. All employees must be available to travel to LASSD offices and service locations throughout San Diego County as needed and in compliance with public health advisories. Applicants must reside in or near San Diego County or plan to relocate in or near the County prior to their start date and must be able to commute to the physical Legal Aid Society of San Diego office locations or service delivery locations within San Diego County. LASSD’s normal business hours are 9am-5pm, but we are open to providing flexible work schedules to the extent feasible for the position. LASSD reserves the right to change these policies at any time.

Job Description This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on operations, obtaining organizational goals, branch growth, staff development, implementing policies and procedures and embracing the credit union’s Mission, Vision and Values. Supervisory responsibilities: This position reports directly to the Assistant Branch Manager or Branch Supervisor. No employees report directly to this position. NATURE & SCOPE: • Guides and monitors departmental workflow, ensuring assigned duties are completed and/or processed in a timely manner. Maintains regular communication with management., • Mentors employees to achieve individual, branch and credit union goals. Acts as an informational resource and provides guidance, motivation, training and direction to other employees. Provides feedback to staff on procedures, policies and training issues as appropriate, and provides feedback to management on employee performance appraisals., • Assists with creation of schedule to ensure proper coverage is maintained at all times. · Assists or conducts staff meetings to effectively communicate branch expectations, vision and operational efficiencies. This will include weekly meetings, robbery and security training, and sales updates. · Elevated authority level to assist with overrides and transaction approval. • Ensures new acct and loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented., • Actively manages loan queues to ensure approved loans are funded., • Performs wide range of operational and lending transactions. May be required to maintain a cash drawer., • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals., • Opens new accounts and analyzes member financial service needs. Seeks opportunities to increase household penetration of credit union products and services., • Processes consumer and real estate loans., • Assists with complex transactions and products and services. Resolves member issues by utilizing appropriate resources., • Ensures member correspondence is professional and accurate., • Identifies questionable or suspicious transaction activity, reporting it to management in order to protect the credit union from potential losses. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • Adheres to credit union policies and procedures., • Performs other relevant and related duties as required. Education, skills, & abilities: The Eight Superpowers 1. Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things., 2. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence., 3. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond., 4. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles., 5. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships., 6. Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers., 7. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success., 8. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • The experience as acquired from a high school diploma or equivalent plus three (3) years of experience in a financial institution performing the full range of new account, loan and operation functions., • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (Safe Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending., • Requires strong sales and service skills., • Working knowledge of negotiable instruments. Knowledge of applicable financial industry rules and regulations. Skill and ability to perform the full range of complex financial transactions with a high degree of accuracy., • Thorough knowledge and understanding of financial products and services. Knowledge of more complex accounts/loan products and services to include IRA’s, Real Estate, escheated accounts, decedent accounts, trusts and other legal issues., • Ability to effectively communicate with others verbally and in writing., • Requires demonstrated leadership skills and the ability to effectively coach, train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times., • Ability to handle multiple projects simultaneously and analyze and resolve problems independently. Ability to work under pressure, prioritize work, demonstrate good judgment and organizational skills and resolve conflicts with tact and diplomacy., • Ability to appear for work on time, follow directions from a supervisor, interact effectively with coworkers, understand and follow posted work rules and procedures, and accept constructive criticism. · NMLS registration required. MAJOR ACCOUNTABILITIES: • Ensures sales and service goals are met., • Excellent verbal and written communication skills in both languages., • Guides, motivates, trains, and coaches branch staff with operational/branch processes. Contribute feedback to management and observe counseling, hiring and termination process to gain Supervisory knowledge to prepare for possible advancement., • Assists with scheduling., • Performs audits and certifications., • Conducts staff meetings., • Assists with overrides and transaction authorizations., • Processes new accounts and loans accurately and completely., • Adheres to cash, key and dual control policies and procedures., • Adheres to security and robbery procedures., • Complies with policies and procedures. PHYSICAL REQUIREMENTS: · Ability to tolerate long periods of sitting with occasional walking/standing. · Ability to use keyboard, mouse and other peripherals. ENVIRONMENTAL CONDITIONS: · Work is primarily performed within an office setting. Subject to standard background noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Salary Range (hourly) $28.5658 - $35.7073

Job Description The Lead Business Development Officer (BDO) serves as a senior strategic leader within the Business Development team, providing direction, expertise, and guidance to drive membership growth, deepen deposit and loan relationships, and expand engagement with Preferred Partners and community organizations. The role strengthens team performance through mentorship, coaching, and operational alignment while ensuring consistent, high‑quality outreach execution. The Lead BDO manages major strategic accounts, advances partnership development, and supports organizational business development strategy, all while maintaining individual production accountability and supporting organizational growth objectives. DIMENSIONS: Employee Support: Business Development, Community Relations, and Marketing Indirect Support: Branches, Member Service Center, and Lending Supervisory responsibilities: The incumbent reports directly to the Director of Business Development. There are no direct reports to this position. NATURE & SCOPE: • Serves as the senior subject‑matter expert within the Business Development team, providing mentorship, guidance, and field support to Business Development Officers without formal supervisory authority., • Provides strategic leadership to drive membership growth, deposit and loan expansion, and development of community and Preferred Partner relationships., • Strengthens engagement with Preferred Partners and community organizations by deepening existing relationships and identifying new partnership opportunities., • Enhances outreach consistency, team alignment, and process efficiency through training support and best‑practice leadership., • Contributes to business development strategy, geographic expansion, and coordinated outreach efforts across the credit union., • Works directly with Preferred Partners to schedule and execute on-site Member Days, workshops, New Employee Orientations, and community or charitable collaborations., • Serves as a liaison between Business Development Officers and leadership by elevating field insights, operational gaps, and improvement opportunities., • Works closely with Marketing to develop and deploy promotional materials aligned with Preferred Partner and community needs., • Analyzes market trends, economic conditions, and community needs to identify growth opportunities and emerging markets., • Performs other duties as assigned. Education, skills, & abilities: The Eight Superpowers • Provides leadership through modeling of behaviors and bringing forward innovative ideas and new ways of doing things., • Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence., • Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond., • Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles., • Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships., • Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers., • Shares a diverse set of perspectives, work, and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success., • Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility, and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities: • Bachelor’s degree in Business, Marketing, or related field, or equivalent combination of education and experience., • Minimum of 5-10 years of proven experience in business development, sales, or financial services., • Demonstrated expertise in business development, relationship management, and community/partner engagement within a financial services environment., • Proven leadership abilities with skill in mentoring, coaching, and guiding peers to elevate team performance., • Strong communication and interpersonal skills to interface confidently with C‑level executives, business leaders, and external partners., • Advanced proficiency in CRM platforms and business development tools, including the ability to use AI‑driven systems for contact management, forecasting, partner tracking, and outreach optimization., • Strong forecasting, analytical, and trend‑recognition capabilities to evaluate market conditions, identify opportunities, and shape outreach strategy., • Proven ability to grow and manage a territory, expanding partner penetration and increasing business development impact., • Highly organized with strong planning skills to support territory alignment, pipeline management, and coordinated outreach., • Ability to track, interpret, and report on key metrics such as membership growth, conversion rates, partner penetration rates, deposit and loan volume, and outreach activity performance, • Working knowledge of credit union operations, products, lending processes, and sales metrics., • Working knowledge of MS Word, Excel, Desktop Publishing and Data Entry., • Ability to operate standard business machines such as computer, printer, fax, copier, and telephonic devices., • Valid California driver’s license., • Ability to arrive at various location throughout San Diego and Riverside County. Must bring table set up and arrive on time. MAJOR ACCOUNTABILITIES: • Achieves individual production goals related to membership acquisition, deposit growth, loan production, and partnership development., • Provides mentoring, training, and best‑practice reinforcement to Business Development Officers to ensure consistent outreach, execution and teamwide performance., • Manages major strategic accounts and ensures strong execution, partner satisfaction, and growth across high‑impact relationships., • Collaborates with the Director of Business Development to enhance outreach strategy, operational consistency, and geographic performance initiatives., • Maintains, tracks, and reports on key business development metrics such as new memberships, partner penetration levels, strategic account growth, loan and deposit volume, outreach activity results, and territory performance indicators., • Provide a high level of service to Preferred Partner groups and community partners., • Requires experience in new member, consumer and Real Estate loan processing, loan structuring, and criteria., • Promotes a professional CCCU image and awareness within our communities., • Must maintain registration as Mortgage Loan Originator (MLO) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. PHYSICAL REQUIREMENTS: • Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous standing; ability to operate and utilize a personal computer and peripherals. Lifting of various brochure stands and tables. Ability to lift up to 30 lbs., • Ability to operate a vehicle as travel is required. ENVIRONMENTAL CONDITIONS: Salary Range (Annually): $98,827.4160 - $123,534.2700

Job Description Join a winning team, with the brand recognition of a Fortune 300 company that has been in business over 100 Years! Inspired by hometown values and a commitment to being responsible and caring for each other, Mutual of Omaha Mortgage exists for the benefit of our customers. With this excellent reputation, you will find your customers being more receptive because of our well branded name. Mutual of Omaha Reverse Mortgage employs a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. We are here to address and solve one of the most significant challenges facing the Baby Boomer Generation today- Financial Preparedness for their retirement years. We are committed to educating Retirees and their families on the value of a product that was created by the U.S. government during President Reagan’s term in Office. The Home Equity Conversion Mortgage (HECM) was designed to utilize the equity in the home as a means to assist a peaceful and secure transition to one’s retirement years. Many Financial Advisors are now realizing the value of this product as one of several key financial planning tools in retirement. Our team is committed to our customers, and we are here to assist on their timeline…not ours. Our Commitment to our customer is an educational process based upon an honest, ethical, and open dialogue. The Work: At Mutual of Omaha Reverse Mortgage, Loan Officers are trained to listen and build rapport, in addition to understanding and analyzing the full financial situations of our customers. Our goal is to provide the most appropriate financial solutions to meet each client's specific needs. The Person: • Is energetic and outgoing, with excellent communication skills and the ability to be persuasive, with good character and integrity, • Connects quickly with consumers and builds rapport with potential clients, • Exceptional written and verbal communication skills, including excellent following capabilities, • Strong ability and passion for closing deals and negotiating, • Possesses the ability to quickly identify customer's goals and objectives, • Is an ambitious professional motivated by the opportunity for advancement, • Flexible and adaptable, learns and reacts quickly in a fast-paced environment, and has the ability to multi-task, • Strong sense of urgency and initiative to get things done, • Ability to handle high volume of phone calls, • Basic computer and data entry skills, • Valid SAFE and State license or certification strongly preferred, • Sales experience preferred, • College degree preferred, but not mandatoryThe Perks:, • One of the best consumer direct compensation plans in the market, • Unstoppable marketing machine with LEADS, LEADS, LEADS, • Ongoing sales training, teaching the most innovative sale methods and daily sales coaching, • Incentive plans, competitions, company paid trips and contests, • Continuous on-going training and internal growth, • Extensive product line – products other lenders don't have., • Being a part of a dynamic and collaborative corporate culture that drives you to succeed 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 ece3u68fFX

Job Description Our Insurance Agency Customer Service Representative will be responsible for providing exceptional customer service to our current clients and new prospects. Looking to help achieve growth in sales in both new clients and existing clients. Basic Quoting and Appointment setting. Our Culture: Customer and employee success and satisfaction are our top two priorities. The two go hand-in-hand, and as they build each other up, they create an external and internal army of brand ambassadors. Compensation: We believe in paying exceptionally well for outstanding performance. Our compensation plan is unmatched in the marketplace and truly allows our team members to make an incredible income. Career Growth Plan: We are constantly searching for new leaders within our company. All of our team members have a duty to better themselves, and everyone has an opportunity to advance within our organization. Here are the frequently asked questions and answers that we get about our career opportunity: What kind of training will I receive? We invest in our team members to help them succeed and achieve their personal, professional, and financial goals. You will receive the award-winning product and sales training that is exclusively offered in our agency. What is the culture like in your company? We have a competitive culture where we expect a lot from ourselves and each other; however, we support one another to ensure that we all succeed and have an enjoyable work environment. What would my career growth plan look like? All team members in our organization have the opportunity to go through our Employee Maturity Program and advance within our organization and take on leadership roles. Is this a commission-only position? Absolutely not! Our compensation plan is unmatched in the marketplace. We offer a base salary with uncapped commission and attractive bonuses. If you're looking to be part of something remarkable, and if this career opportunity sounds like something you would like to be a part of, then apply today! If a good fit and meet the job requirements you will be emailed a link to an online assessment. PLEASE complete the assessment to be considered further for this position. Benefits Hourly Base Salary + Commission + Bonus Opportunities Paid Time Off (PTO) Flexible Schedule Career Growth Opportunities Health Insurance Retirement Plan Life Insurance Dental Insurance Vision Insurance Responsibilities • Open up potential new clients to business so that the Closer can easily sell the policy, • Assist in acquiring 20 new households or write $40,000 in P&C in Premium per month, • Solicit for new business via telephone, networking, and other lead sources., • Develop insurance quotes and make basic sales presentation. Must be licensed to Close business, • Positive personality, • Coachable and open to constructive criticism, • Excellent written and verbal communication skills, • Honest and has integrity, • Intrinsically driven to be successful, • Resourceful, • Ability to multi-task, • A Property & Casualty license is preferred but will train good individual.

Job DescriptionMore than 130 years ago, we started with core values that never go out of style: listen, learn and help businesses and individuals reach their goals. Our financial strength and stability are key reasons Forbes names us one of the Best 100 Banks in America the past eight consecutive years and Newsweek names Banner one of the Most Trustworthy Companies the past four years. With more than $15 billion in assets and over 150 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 Client Relationship Consultant II, you’ll play a key role in supporting clients through meaningful financial conversations and exceptional service. You’ll help guide individuals and families toward the products, tools, and support they need while contributing to the daily success of the branch. Your work strengthens client relationships and helps create a welcoming, trusted banking experience. In this role you'll • Provide an exceptional sales and service experience while supporting daily branch operations., • Assist with training, mentoring, and coaching new team members as they build confidence in their roles., • Develop relationships with clients and community partners to build a strong consumer lending pipeline., • Participate in outbound calls and joint client appointments with the Branch Manager and business partners., • Consult with clients to understand their needs and recommend banking products, services, and digital tools., • Identify opportunities to deepen relationships and refer clients to partners across Commercial Lending, Treasury Management, Mortgage Lending, and Investment Services., • Process financial transactions accurately, including deposits, withdrawals, check cashing, and loan payments., • Balance your cash drawer with accuracy in currency and coin handling., • Communicate proactively with clients to educate, resolve issues, and strengthen loyalty., • Hold scheduled and walk‑in appointments to uncover needs and provide tailored solutions., • Open new accounts, maintain existing accounts, and resolve account‑related issues while ensuring compliance with policies and regulations., • Support lending activities by answering client questions, completing loan applications, and preparing documentation.What we're looking for, • You have a High School Diploma or G.E.D. (Required)., • You bring 2 or more years of experience as a banker, client relationship consultant, or in a similar sales role with established goals (Required)., • An equivalent combination of education and experience can be considered in lieu of a degree.What helps you shine, • You bring intermediate knowledge of retail banking products, policies, systems, and account types, including more complex accounts., • You can review client credit data and financial information to identify needs and recommend solutions., • You understand consumer and business lending best practices and enjoy supporting lending conversations., • You’re skilled in consultative selling, cross-selling, and developing referral networks., • You build strong client relationships through excellent communication and interpersonal skills., • You manage multiple priorities with ease and adapt quickly to changing client or branch needs., • You are confident using Microsoft Outlook, Word, and related business tools., • You maintain professionalism in person, over the phone, and through email., • You can lift and move up to 25 pounds as part of the role.Our Company Values, • Do the right thing, • Mutual respect, • Honesty and integrity, • AccountabilityWhat Our Team Says, • "I have the opportunity to learn and grow every day in my current role. I love the work life balance, knowing that we work hard, and strive for high performance but we are celebrated." – Glassdoor reviewCompensation & Benefits, • Targeted starting salary range (based on experience): $22 - $30, • Annual incentive potential, • 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)

Job DescriptionBenefits: • 401(k) matching, • Competitive salary, • Employee discounts, • Health insurance, • Opportunity for advancement, • Vision insurance, • Wellness resources, • Bonus based on performance, • Paid time off Our company serves thousands of homeowners across San Diego through One Hour Heating & Air Conditioning and Benjamin Franklin Plumbing. Every day we have service opportunities that simply require fast, professional follow-up. This role exists to make sure no lead falls through the cracks and that our office team stays aligned on follow-up, scheduling, and customer communication. You will drive outbound follow-up, help keep our lead pipeline organized, and support the office team in maintaining strong execution across dispatching, customer service, and lead management. When call volume is high or opportunities need immediate follow-up, you will jump in directly to dial, text, and convert opportunities yourself. If you're organized, proactive, and comfortable on the phone, this role can have a direct impact on company revenue and customer experience. What Youll Do Lead Conversion & Outbound Follow-Up • Make outbound calls and texts daily to:, • Unsold HVAC and plumbing estimates, • Canceled appointments, • Past customers and maintenance opportunities, • Book tune-ups, inspections, service calls, and follow-up appointments, • Convert opportunities into scheduled jobs and revenue, • Help ensure follow-up happens quickly and consistentlyLead Management & CRM Ownership, • Create and manage leads and follow-ups in ServiceTitan, • Keep every open lead updated with clear notes, status, and next steps, • Close out leads cleanly when customers move forward, decline, or confirm replacement, • Keep outbound lists organized, current, and prioritized, • Identify additional opportunities inside ServiceTitan that should be workedOffice Operations Support, • Help ensure dispatchers and CSRs are following lead management and follow-up processes, • Monitor open leads and identify when opportunities are not being worked, • Help keep the office team aligned on follow-up expectations and lead handling, • Communicate issues or gaps to leadership when processes break downLead by Example, • Drive outbound execution by example, • Jump in and dial when:, • call activity is low, • proposal follow-up is needed, • schedules need to be filled, • Help keep technician schedules full, especially during slower periods While this is not a formal management role (no hiring, firing, or disciplinary responsibilities), you will play an important part in helping keep the office team aligned and accountable on lead management and customer follow-up. You will work closely with the Operations Manager and leadership team to ensure opportunities are being worked and technician schedules remain full. Youll Be a Great Fit If You • Have experience in HVAC, plumbing, or home services (strongly preferred), • Are comfortable making high-volume outbound calls and texts, • Are organized and do not let follow-ups slip through the cracks, • Take ownership and follow through without needing to be chased, • Are confident jumping in to help when opportunities need immediate attention, • Can influence peers and lead by example without needing a formal title, • Have CRM experience (ServiceTitan experience is a plus)What We Offer, • MondayFriday in-office schedule, • Clear expectations and ownership, • Leadership visibility and real impact, • Opportunity to grow as our plumbing division expands, • A team that values accountability, follow-through, and resultsBenefits, • 401(k) with company match, • Paid time off (holidays, vacation, sick, birthday, anniversary), • 100% employer-paid medical insurance, • Vision insurance, • On-site gym and shower access, • Employee discounts (including mortgage perks)

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