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Job Description Position Summary The Commercial Loan Specialist is a key support function to the commercial lending team. She/he assists with various commercial loan servicing activities, including but not limited to on-boarding of new and existing customer information, direct follow up with customers for required information, assist lending team with meeting reporting deadlines, database management, site visits and preliminary underwriting and customer interaction and correspondence. Essential Functions • Address overdrawn accounts situations, • Order credit reports on borrowers from Experian as needed., • Perform site visits of customers place of business, • Assist team with prep of credit memos with the loan officers for various purposes, including renewals, commitment extensions and loan revisions., • Process servicing requests for existing loan customers, such as statement requests and copies of other documents., • Monitor and report on assigned loan portfolio activity to bank management as requested., • Follow up with borrowers to obtain financial information or documentation, • Follow up with borrowers to obtain open items to facilitate the loan closing process., • Obtain environmental report bids and engage vendors, • Coordinate with borrowers and branch staff to open required deposit accounts before closing., • Communicate with people outside the organization on a regular basis including borrowers, brokers, and accountants., • Analyze personal credit data and personal financial statements to assist in the completion of Letters of Interest and commercial credit underwriting, • Assist with commercial loan/payment collections, • Begin the Loan Proposal write up and input as much information as possible, including existing deposit and loan balances, property info, code page info, etc., • Attend loan closing if the loan officer is unavailable, depending on level of experience, • Upload all documents and correspondence to Abrigo (financials, LPs, memos), • Move loans to closing once signed commitment letter and fees are received, • Job requires strict attention to detail and thoroughness in the completion of job duties., • Associates Degree preferred or related field or equivalent experience, • Three years + working at a Commercial Bank or Credit Union, • Ability to work independently with limited supervision, • Ability to work in a structured environment with established procedures, • Professional behavior mandatory at all times, • Customer service oriented, • Good organizational skills and ability to multi-task, • Ability to effectively communicate with other bank departments, • Excellent reading comprehension, • Knowledge of administrative and clerical procedures and systems such as word processing, managing data, files, and records, designing forms, and other office procedures., • Excellent computer skills in a Microsoft Windows environment including proficiency in Word, • Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages., • Ability to speak and write clearly to effectively convey information so that others understand and as appropriate for the needs of the audience., • Ability to sit for long periods of time up to 75% of work hours., • Ability to use hands to grasp, handle or feel., • Ability use computer keyboard and system to enter data and process information., • Ability to talk, hear, and see., • Ability to use telephone to communicate with customers and employees., • Ability to drive for site visits of customers, • Moderate sound as in business office with office machines, computers, and people traffic., • It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations. All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability. This job description is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment. This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or job descriptions at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload. Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States. Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans provided the individual is able to perform the essential functions of the job, unless such accommodation would impose an undue hardship upon Unity Bank. A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.

Job Description Job Description: Under the direction of the Real Estate Manager, the Leasing Associate is responsible for maximizing occupancy by generating qualified traffic, networking within the local community, scheduling appointments, securing rentals, promoting resident retention, and providing or coordinating exceptional customer service. Essential Duties and Responsibilities: Sales/Marketing: • Conduct all leasing activities at the property, responding to telephone inquiries, providing tours of apartments and amenities, following up with prospects, and coordinating all move-ins, • Recommend strategies and programs for on-site marketing activity, • Develop and monitor merchant/neighborhood referral programs for move-in packets, newsletters, and resident retention, • Initiate sales outreach plans including but not limited to new development, community management, internal and external communication, and support, • Recommend programs and strategies to increase qualified traffic and closing ratios., • Attend weekly marketing meetings, • Inspect apartments with the new residents at move in and complete all the necessary paperwork, • Support Assistant RE Manager with tracking renewals, lease expirations, and notices to vacate, • Collect and accurately process and report receipt of application fees, security deposits, rents and other fees, • Accurately enter all prospect and resident data into Entrata in a timely manner, • Keep files, desk, and leasing area organized, • Comply with all Fair Housing regulations, local/state regulations, and other laws as they relate to property specific guidelines and occupancy standards, • Assist in planning and preparation of resident functions., • Walk the property for curb appeal and overall property appearance., • Assist with the monitoring and directing of service operations to ensure service requests are completed within 24 hours and curb appeal standards are met, • Provide excellent customer service and display courteous and professional attitude toward all customers, • Maintain availability for resident functions, community affiliated events and weekends, • Perform other duties as required, • High school diploma or equivalent, college preferred., • 1-year customer service or sales experience (or relevant education), • In Pennsylvania or New Jersey, must obtain a real estate license within 180 days of hire, • Strong computer skills including Microsoft Office (Word, Excel), • Excellent English communication skills, both verbal and written., • Must be able to walk apartments and grounds, including steps and climbing stairs, • Occasionally requires lifting 20 pounds or less, • Must be available to work weekends and holidays, • Valid driver’s license #AIONhire

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Client Manager independently serves as the primary service contact for a book of select commercial clients and is responsible for client satisfaction and strategic planning. This position is expected to consistently provide excellent customer service leadership to accounts, as well as represent client needs and goals within the organization to ensure quality. Primary Responsibilities • Evaluates exposures, obtains quotes, review, negotiate and finalize quotes, • Obtains information from client, analyzes risk, and applies technical expertise/knowledge to make recommendations., • Determines Markets within Core Carrier Strategy, • Creates solutions and make recommendations in preparation for the strategy meeting with Client Advisor., • Creates complete carrier submission and submits, • Obtains signed binding and notifies carriers, • Reviews binding documents for accuracy, • Contract Reviews, • Set up and maintain accurate account details, contacts, and policy information in EPIC, • Process renewals, endorsement, acknowledgments, cancellations and proofs of insurance, • Attach, organize, and name documents in EPIC, • Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, change request, etc., • Create activities in EPIC and assign to applicable team member, • Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products., • Able to understand new technology platforms quickly., • Proficient in agency management systems (EPIC) and carrier sites., • Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues., • Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative, • Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs., • Has a deep and thorough understanding of client requirements, competitive market, industry trends and recognized internally and externally as a subject matter expert., • Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects., • Able to solve difficult problems that are not routine, but not overly complex., • Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them. Physical Demands & Working Conditions Office work involves working at a desk most of the time, using a stand-up/sit-down adjustable desk. Exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently to lift, carry, push, pull, or otherwise move objects. Typing, grasping, and repetitive motion typically is required every day, and walking and standing are required occasionally. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. #LI-MA1 Powered by JazzHR bhiLx6hOAF

Job DescriptionSenior Commercial Account Manager - Client Manager Salary: $75,000 - $85,000 (depending on experience, insurance knowledge, and education) Benefits: Comprehensive benefits package Location: Old Bridge, NJ area Independent insurance agency is seeking a Senior Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Senior Commercial Lines Account Manager will respond to client calls about policy and coverage questions and consult with clients on policy changes and risk management concerns. This position will be responsible for providing timely and professional day-to-day client service working closely with the insurance agency producer and carrier underwriters. The book of business consists of contractors, manufacturers, distributors and property owners, consisting of all lines of coverage including, Property, Liability, Auto, Umbrella/Excess, Work Comp, Cyber, EPL, D&O, etc. We are seeking an experienced Senior Account Manager that is technically savvy and service oriented. This position may be open for partial remote once training and probationary period have passed. Responsibilities: Working knowledge of Property and Casualty accounts such as Manufacturers, Distributors, and Property Owners Research and compile answers to client policy and coverage questions Ability to market/quote new business and account renewals obtaining competitive coverage/cost ratios for the client Experience with multiple carrier underwriters and online rating portals Identify, compile and manage information regarding account renewals Qualifications 7-10 years of insurance industry experience related to servicing commercial accounts Property and Casualty license CIC, CPCU, or other insurance designations are desirable Applied (TAM or EPIC) or AMS360 software experience. AMS360 preferred. Knowledge of Insurance and/or Brokerage business Technical knowledge of product area or industry Ability to provide consultation and expert advice to management on risk management issues Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook) Professional verbal and written communication skills All inquiries will be kept 100% confidential

Job DescriptionCompany Overview World Insurance Associates (“World”) is a unique financial services organization with a global network of brokers and specialists who empower people to make informed decisions to improve their risk management outcomes, modernize their benefits programs, and help them achieve their long-term financial goals. Founded in 2011, World is one of the fastest-growing, Top 25 insurance brokers in the U.S. with nearly 3,000 employees in more than 300 offices across North America and the U.K. World specializes in personal and commercial insurance, surety and fidelity bonding, employee and executive benefits, investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Senior Associate Account Manager supports the day-to-day management of middle-market and large accounts by assisting with routine service activities, renewal coordination, and the maintenance of accurate policy and client records. This role requires a strong focus on delivering responsive, high-quality service to both external clients and internal team members, contributing to overall client satisfaction and account retention. Primary Responsibilities • Set up and maintain account details, contacts, and policy information in EPIC, • Summarize loss history, analyze and interpret the data for the client., • Summarize current programs and expiring exposures. Able to review coverage forms and identify differences., • Leverage templates and system generated letters to draft proposals, stewardship reports, and other presentations / reports related to large and complex clients., • Draft and finalize finance contracts, billing allocations and review carrier invoices, • Coordinate and finalize policy and endorsement check. Can review coverage and identify differences., • Coordinate audits and effectively resolve audit disputes., • Knowledge of Excel, Word, and other MS Office products to include basic formatting., • Proficient in agency management systems (EPIC) and carrier sites., • Possesses an intermediate understanding of property and casualty coverage., • Dedicated to meeting the expectations and requirements of co-workers and clients and able to work in a team environment. Understands the urgency in various tasks and consistently meets timelines., • Able to quickly find common ground, solve problems, meet quality standards and achieve urgent tasks., • Strong written, oral, and interpersonal communication skills, • Able to follow a well-established and familiar set of activities and/or process to derive a solution., • Able to work in a fast-paced environment with some instruction and a high degree of accuracy and attention to detail. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business. To Executive Search Firms and Staffing Agencies World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department. Compensation This is a New Jersey based position with a competitive benefits package. The base salary ranges from $69,600 to $86,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: . #LI-MA1 Powered by JazzHR b1EP9pmCxw

Job Description Consider joining a firm with a strong foundation. We've been in business for over 150 years! Nelson & Ward, a privately owned insurance agency, is seeking a Commercial Lines Account Manager to service and manage a book of commercial lines accounts. The Account Manager will manage client communications, nurture key relationships, keep track of all necessary documentation, help clients understand their coverage, and ensure all relevant data is properly tracked in our secured systems. Nelson & Ward has been the go to option for business insurance since 1870 for reason: we continue to evolve to anticipate, meet and exceed our clients' expectations. Apply now to join our team! Benefits Annual Base Salary Based on Experience Paid Time Off (PTO) Health Insurance 401K with 3% Match Mon-Fri Schedule Career Growth Opportunities Evenings Off Office Closes at 3 PM on Fridays Retirement Plan Hands on Training Responsibilities • Market new business and account renewals obtaining competitive coverage/cost ratios for the clients., • Submission of renewal business to various markets and maintaining a productive relationship with multiple insurance company underwriters and staff. Working with team members to execute all renewals in a timely manner. Generation of accurate renewal submission proposals., • Manage day to day account transactions including additions/deletions of vehicles, property acquisitions, exposure changes, contract reviews, coverage analysis and program recommendations with client interaction., • Give clear answers to clients on any coverage or billing questions including information on rate fluctuations or policy changes. Consult with clients to help process quotes and issue renewals or any updates needed to current policies., • 3+ years of insurance industry experience related to servicing commercial accounts, • Property and Casualty license, • Claims and Certificate of Insurance experience preferred, • Epic Agency Management software experience preferred, • Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook), • Professional verbal and written communication skills

Job Description WSAudiology is a global leader in the hearing aid industry. Together with our 12,000 colleagues in 130 countries, we invite you to help unlock human potential by bringing back hearing for millions of people around the world. Part of WSAudiology group, HearUSA is on a mission to reframe the world of hearing care and set the highest standard in modern hearing health. With an extensive network of 4,000 independent Hearing Care Professionals and more than 350 centers in U.S., we strive every day to provide each individual with the care, knowledge and experience they deserve. ESSENTIAL DUTIES AND RESPONSIBILITIES: * Perform comprehensive hearing evaluation, hearing aid selection and fitting for all clients, employing best practices as defined by our client-centric service model of Simply Excellent Hearing Care. Meets minimum NPS score of 75. * Routinely demonstrates hearing aids as part of annual evaluations for clients to experience the sound and create the ‘wow’ moment of a personalized auditory simulation. * Evaluate test results in conjunction with client needs' assessment to make a personalized recommendation. Offers recommendation based on maximizing client benefits. * Perform routine follow-ups, clean and checks and hearing aid repairs. Maintain skills in ear impression taking, earmold modification and recommendation of ALD accessories. * Embody HearUSA's ambition of Changing Lives through Simply Excellent Hearing Care. Partner with the District manager, HCP Team Leads and L&D to adopt new initiatives aimed to grow your Center's revenue and change more lives. * Build a local community to proactively generate service demand and support marketing campaigns, such as to physicians and at health fairs. Successfully completes one community outreach and/or physician marketing per quarter. * Comply with all State license laws, FDA guidelines, WSA policies and HearUSA Quality Practice Guidelines (QPG). Operates in a HIPAA compliant manner, with documentation, outcome notes and referrals completed for all clients. * Engage in Continued Professional Development to maintain expertise in all aspects of service delivery, from consultative counseling to the selling, fitting and troubleshooting of current hearing aid technology. * Embraces our culture and values of Going Beyond Together, Pioneering for Better Solutions, and Passion for Impact. REQUIREMENTS: * Experience in a similar Audiology or Hearing Aid Specialist role. * Active state license in Audiology and/or hearing aid dispensing. * 1-5 years of experience preferred. * Ability to pay close attention to detail with a high degree of accuracy. * Basic or advanced written communication skills. * Experience interacting with customers/clients. * Ability to communicate detailed or technical information clearly, accurately and concisely. * Ability to work quickly, accurately and independently in a fast paced environment. A PLACE TO GROW YOUR CAREER: Growth means investing in employee development, from day-to-day support to opportunities to stretch your skills. It also means creating space for your voice, sharing knowledge, and learning from peers as we build culture and community together. You will benefit from: * A structure of field support for your hearing center * A professional development team of dedicated Regional Training Managers * Continuing education, LinkedIn Learning & licensing reimbursement * Career advancement pathways such as Hearing Care Provider and Client Experience Specialist Team Lead, Hearing Care Provider Advisory Board member, or District Manager * Paid externships and a Hearing Instrument Specialist Trainee program THE SUPPORT OF A LEADER IN HEARING HEALTH: HearUSA accepts the most insurance plans in the industry, has extensive network coverage, advanced online services, and pioneering technology. We draw on the expertise and hearing care services of more than 360 hearing centers across the U.S. HearUSA is also part of the WS Audiology (WSA) family, a global leader with over 11,000 employees in 125 markets and 2 global headquarters. AS A LEADER WE CAN OFFER: * Monthly Commissions * CEUs & State Licensure Renewals for HCPs * Defined Career Paths * Sponsorship & Preceptor Opportunities * President’s Club Incentives * Employee Referral Program LIFESTYLE & BENEFITS: * Comprehensive Benefits Package * Paid Holidays & PTO Policy * 401k Matching Program * Tuition Reimbursement * Employee, Family & Friends Hearing Aid Discount Program * Service Days & Diversity, Equity & Inclusion Initiatives Salary: $55,000 - $75,000 The Company provides equal opportunity to all employees and prospective employees without regard to race, color, creed, religion, national origin, ancestry, sex, age, physical or mental disability, marital status, pregnancy, genetic information, sexual orientation, gender identity, protected veteran or military status, or any other consideration not related to the person’s ability to do the job or otherwise made unlawful by federal, state, or local law.

Job DescriptionDescription: Job Description: Account Manager – SaaS Retail Software Location: Fully Remote (with annual team events) or able to commute to our NJ office Reports To: Sales Manager Salary Range: $50-70K About the Role We’re looking for a proactive and relationship-driven Account Manager to join our Customer Success team and support a portfolio of existing retail clients using our SaaS retail commerce solutions. If you're passionate about building long-term relationships, driving client growth, and acting as a trusted advisor, this is the role for you. As an Account Manager, you will be the main point of contact for 100–150 SMB retail clients, helping them maximize the value of our software by providing education, strategic guidance, and identifying opportunities for upselling and cross-selling. What You’ll Do Client Relationship Management ? Build strong, lasting relationships with assigned clients through regular check-ins and strategic support. ? Serve as the primary liaison between your clients and our internal teams, ensuring clear communication and timely resolution of issues. ? Understand your clients’ unique business goals, challenges, and use cases to provide tailored guidance. Client Growth & Education ? Educate clients on the full breadth of our SaaS retail offerings—POS systems, eCommerce platforms, mobile apps, marketing tools, and more. ? Uncover upsell opportunities that align with each client's business objectives, and guide them through product expansion. ? Deliver product demos, share best practices, and champion new features to improve client outcomes. Client Advocacy & Retention ? Represent the voice of the client internally, collaborating cross-functionally to enhance the client experience. ? Monitor account health and proactively address risks to drive renewals and long-term retention. ? Meet or exceed upsell and retention goals tied to your book of business. Team Collaboration ? Work closely with Sales, Support, Product, and Marketing to align client needs with company solutions. ? Share insights from the field to help improve our platform and client journey. ? Participate in team summits and company-wide initiatives that drive innovation and collaboration. What You Bring ? 2+ years of experience in Account Management, Client Success, or a related role—preferably in SaaS, retail tech, or B2B services. ? Excellent communication and interpersonal skills—you know how to build rapport and earn trust. ? Strong organizational skills with the ability to manage a high volume of clients without sacrificing quality. ? Comfort with educating clients on technical platforms and presenting tailored solutions. ? Experience with CRM systems (e.g., HubSpot, Salesforce) and virtual collaboration tools. ? Self-starter mindset with a passion for helping businesses grow through technology. ? Able to thrive in a remote-first work environment. Bonus Points ? Experience with POS systems, eCommerce platforms, or retail operations. ? Background in SMB or enterprise SaaS account management. ? Familiarity with HubSpot CRM. Why Join Us? At Celerant Technology, we empower independent retailers with cutting-edge commerce solutions that unify their online and in-store experiences. As an Account Manager, you’ll play a key role in helping retailers succeed while shaping the future of retail tech alongside a collaborative, mission-driven team. We value growth—for our clients and our people. You’ll have opportunities to learn, lead, and make a meaningful impact from day one. Learn more about our company culture How to Apply If you’re passionate about delivering exceptional client experiences and excited to support retailers with powerful technology, we’d love to hear from you. Please submit your resume and a brief cover letter outlining your relevant experience and interest in the role. Requirements:

Job Description About RPM Development Group: At RPM Development Group, our goal is to create high-quality affordable housing. Throughout our history this has meant developing residential communities that are affordable and serve as environments for residents and their families to thrive. Our company takes great pride in creating housing that is attractively designed, skillfully built, and well-managed. Sustainable building is one of the core values that guides our work. When affordable housing is done well. we believe that it can serve as a transformational resource for residents and a source of beauty and vibrancy for surrounding communities. RPM Development is a dynamic place to work – staff are asked to be professional, collaborative, and think critically while working towards a shared mission of providing safe, clean, affordable housing to people and families across the State of New Jersey. RPM Development takes pride in offering its employees an outstanding benefits package, including: • Competitive Compensation based on experience., • Generous Paid Time Off: 10 paid holidays annually, plus up to 15 days of PTO in the first year, with increases based on tenure., • 401(k) Retirement Plan with a discretionary dollar-for-dollar company match and potential profit-sharing opportunities., • Comprehensive Health Coverage: RPM covers 90% or more of employee health insurance premiums., • Fully Paid Dental, Vision, and Life Insurance for all staff., • Professional Growth Opportunities through internal advancement and ongoing training. The Assistant Property Manager (APM) is responsible for ensuring the financial viability and continued compliance for assigned properties. They are to maintain minimal vacancy by leasing all vacant units within expectation, managing the waitlist proactively and marketing when necessary. They are to maintain property compliance by completing annual recertifications timely and ensure we have accurate, available, and audit ready files at all times. The APM will act as an additional layer of support in ensuring that all maintenance work orders and turnover production are completed professionally while maintaining a safe work environment at these same developments. The APM will demonstrate professional presentation and provide excellent customer service to prospective and current residents thus encourage long-term tenancy. The APM will demonstrate this same high level of customer service to all vendors, team members and housing partners. Duties and Responsibilities: • Maintain property waitlists by purging semi-annually, ensuring waitlist is always fresh with viable leads and current household information., • Assist pre-applicants with the process of being added to the waitlist through Rent Café., • Responsible for all new resident application activities including resident education on qualification process and lease terms, lease processing through Rent Café and internal move-in paperwork., • Weekly attention to be paid to vacancy at the property to ensure properties remain at 97.5% occupancy., • Consistently market the properties to high standards by optimizing curb appeal., • Prepare and maintain appropriate leases, lease renewals and annual re-certifications for all funding sources timely., • Walk residents through the recertification process in Rent Café when necessary., • Maintain complete, accurate and audit ready files both physically and digitally., • Proactively manage housing partner subsidy programs and relationships., • Follow up with 3rd parties that promised payment on behalf of new tenant for the initial Security Deposit and/or 1st month’s rent., • Ensure rent portion letters are received timely and include annual increases for renewals., • When assigned a community with market rate units, actively track and make rental rate adjustments based on market competition, properly market these units as needed, ensure timely and optimized renewals and new leases., • Assist the Property Manager with all general management of their assigned apartment developments., • Ensure work orders, preventive maintenance, bi-annual unit inspections, apartment turns to be completed within company policy timeframes at all locations. Bring forward any concerns to the attention of the PM., • Maintain quality of product by walking property regularly and documenting any items that need to be addressed., • Process transfer requests, reasonable accommodation requests and address resident concerns., • Calculate and process tenant portions when specific programs require (PHA, 811, etc)., • Share best practices with colleagues not only within the assigned region but more broadly within RPM., • Practice exceptional customer service, professionalism, safe work practices daily., • Partner and work closely with all departments within RPM Development Group., • Reports to: Property Manager, • High School Diploma required/College degree preferred/APM a plus., • Two years of increasing property management responsibility to include all aspects of a multi-site operation., • Knowledge of both affordable housing (including required certifications) and market rate housing if required for your property., • Technology literacy and a solid understanding of operating software, Yardi experience preferred., • Ability to work periodic flexible hours is required., • Ability to work at property locations within or near transitional neighborhoods.

Job Description A Client Success Manager is responsible for maintaining deep customer relationships to drive account revenue retention and growth. By collaborating with internal partners, the Client Success Manager delivers exceptional service and a valuable solution. This position manages a defined book of business aligned by customer segment within a geography and is accountable for the commercial close of all deals and retention of existing business. The Client Success Manager will also open larger solution opportunities and introduce Sales. What does a great Client Success Manager do? A great Client Success Manager builds trusted, long-term partnerships with clients, ensures day-to-day operational excellence, protects recurring revenue, and grows InvestCloud’s footprint within each account by aligning our solutions to client business outcomes. How you will provide meaningful contributions: Make the client happy • Drive relationship governance to ensure we are making clients happy at a personal level:, • Connect with the primary business sponsor on a weekly basis while in delivery and monthly when not in delivery., • Maintain an up-to-date relationship power map across key stakeholders., • When sponsors change, proactively build relationships with new sponsors., • Identify each client sponsor’s personal win and drive alignment between InvestCloud outcomes and that personal win., • Drive executive governance to keep InvestCloud and the client aligned on the overall relationship:, • Enforce executive governance on a monthly basis (or quarterly if not in delivery)., • Schedule and lead prep sessions, ensure the right stakeholders are in the room from both InvestCloud and the client, and issue meeting minutes with clear actions and owners., • Build long-term trusted advisor relationships within accounts at C‑Suite and E‑Suite levels, consistently positioning InvestCloud as a strategic partner rather than a vendor., • Ensure alignment to business objectives, • Understand the client’s strategic and operational objectives and how they translate into measurable KPIs., • Ensure that InvestCloud solutions and services are continuously aligned to those business objectives and that key KPIs are being met., • Manage closure of open issues, • Maintain a clear view of open issues and risks across your accounts., • Partner with the right internal teams to drive timely closure and communicate status clearly to clients., • Escalate timely and effectively, • Identify when issues require escalation and follow the appropriate amber flag / red flag escalation paths., • Engage senior management and cross-functional stakeholders as needed to resolve critical problems., • Ensure SLAs are in-line, • Monitor SLA performance; recognize when SLAs are at risk or breached., • Escalate through the appropriate internal and external channels and coordinate action plans to restore performance., • Partner on ticket and incident management, • Manage renewals end-to-end, • Own the renewal process, including timing, initiation, and stakeholder alignment., • Manage annual CPI increases, floor and incremental fees, and liability clauses, partnering with Legal as required., • Lead renewal negotiations to create new value for the client while maximizing ARR for InvestCloud., • Manage account receivables, • Ensure clients are paying on time and that account receivables remain current., • Partner with Finance and internal stakeholders to address delinquencies and drive optimal cash flow for InvestCloud., • Monitor and protect platform usage, • Track usage of the current platform and identify risks to adoption or utilization., • Maintain deep understanding of InvestCloud propositions, • Develop and maintain a strong understanding of InvestCloud’s products and value propositions., • Use this knowledge to initiate conversations, uncover pain points, and raise interest in additional capabilities., • Expand InvestCloud’s footprint within accounts, • Grow InvestCloud’s presence both in terms of client relationships (new stakeholders, new lines of business) and product adoption (additional modules, features, and services)., • Maintain and execute against account plans, • Develop, maintain, and execute on a clear account plan for each client, including objectives, risks, white space, and growth strategies., • Identify upsell and cross-sell opportunities, • Continuously identify opportunities to expand services, modules, and solutions within the account., • Collaborate closely with Sales to qualify, shape, and close upsell/cross-sell opportunities., • Maintain white space visibility, • BA/BS degree required; MBA a plus., • 10+ years of financial services experience, preferably within the customer segments of Wealth & Asset Management., • Proven account management experience in a customer-facing environment., • Strong understanding of clients’ business models and workflows, including how they create value and measure success., • Demonstrated selling skills, including the ability to identify, develop, and articulate a complex proposition and perform effective consultative selling., • Strategic thinker with the ability to connect day-to-day activities to long-term business outcomes., • Strong negotiation skills, with experience managing complex commercial conversations. InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $170,000 – $175,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

Job Description Job Description Date 02/09/2026 Location 1300 Airport Road, North Brunswick NJ Title EH&S Associate Department Engineering/Maintenance Reports to EH&S Manager FLSA (Exempt or Non-Exempt Exempt Role Overview As an EH&S Associate you will be responsible for supporting EHS management and ensuring that your assigned tasks are executed in a timely and professional manner. You will also need to ensure that Federal, State and Local regulations are adhered to. You will be required to attend webinars and training classes. Areas of Responsibility Environmental Health & Safety • Compliance Assurance: Ensure employee compliance with company safety policies and programs., • Regulatory Compliance: Perform or assist in the performance of EHS audits to ensure all regulatory compliance items are adhered to. Research all local/state/federal/OSHA codes and regulations for compliance changes., • Incidents / Accidents: Respond to incidents and accidents, provide aid if required and complete all documentation., • Reporting: Complete EHS reports in a timely manner., • Permits: Maintain and update records for environmental permits. May need to submit for permit renewals., • Investigations & Problem Solving: Perform or assist in investigations and ensure the root cause is identified. Implement corrective actions to ensure the root causes are eliminated., • Training: Perform safety training courses, including certification training for forklifts (we may provide Train the Trainer)., • Documentation: Ensure all documentation is properly executed and maintained for, but not limited to, permitting, training, and incidents., • Inspections: Perform daily, weekly, and monthly safety inspections to ensure employees and departments remain in compliance., • Assessments: Perform or assist in general, process, hazardous waste, and laboratory risk assessment., • Environmental & Social Governance (ESG): Will perform duties associated with Environmental and Social Governance (ESG), such as but not limited to data collection., • Interdepartmental Interaction: Perform safety talks with employees., • Other: All other safety-related work such as policies/procedures. People • Foster Collaboration: Create an environment that respects and values diverse backgrounds., • Effective Communication: Establish and maintain effective relationships with peers, team members, and senior management., • Goal Setting: Align goals and objectives with the organization for self, deliver progress status to management. Education & Qualification: • Completed/Completing an EH&S bachelor’s degree, with 3 years’ experience; or have an associate’s degree with 5 years of experience., • Have a degree that is relatable to EH&S (environmental, chemical, sciences Etc.) and minimum of 3 years’ experience in the role of Health & Safety., • Experience with Industrial Hygiene is preferred., • OSHA: 30 hours is preferred., • First Aid / CPR / AED valid certification is a plus and would be required in this role. Training will be provided if needed., • Some management experience is preferred. Skills & Ability • Work well with others and independently., • Self-motivated., • Effective communication skills are necessary., • Read, write, and comprehend English. Additional languages are a plus., • Organized and disciplined, ensuring accuracy and timelines., • Driver’s License and own transportation is a plus, USPL currently has four sites within two miles., • Able to interpret Safety Data Sheets is a plus., • Able to use Microsoft Office programs. Physical Requirements (lifting, etc.): • Able to sit, stand, walk, and climb stairs., • Must be able to walk for extended periods of time, both indoors and outdoors., • Must be able to wear safety shoes and other types of personal protection equipment., • Able to lift 35 lbs. Work Environment (Office, Warehouse, temperature extremes, etc.): • Will be associated with the office, warehouse, manufacturing, packaging, and laboratory areas., • Will perform outdoor site inspections. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all the job responsibilities, duties, skill, or working conditions. In addition, this document does not create an employment contract, implied or otherwise, other than an "at will" relationship. Job Description Acknowledgement I have read and understand the job requirements, responsibilities, and expectations set forth in the job description provided for my position. I attest that I can perform the essential job functions as outlined with or without any reasonable accommodations. 9:00 AM to 5:30 PM

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