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1\. Role Overview Mercor is collaborating with a leading fintech platform to support a series of underwriting automation and quality assurance tasks. We're seeking experienced financial services professionals with strong backgrounds in credit analysis, income verification, and consumer lending to assist in validating and improving AI-generated underwriting outputs. This is a high-priority, short-term opportunity to apply deep domain knowledge to structured evaluations that directly impact lending decisions. * * * 2\. Key Responsibilities - Calculate qualifying monthly income using pay stubs, W-2s, tax returns, and self-employment documents - Conduct credit report risk assessments by identifying derogatory marks, utilization ratios, and tradeline history - Perform debt-to-income (DTI) ratio calculations based on verified income and liabilities - Provide loan decision recommendations with written rationales and policy citations - Review and clear conditional approval stipulations by matching submitted documents to underwriting requirements - Evaluate collateral value and calculate loan-to-value (LTV) ratios using valuation tools - Identify fraud indicators by cross-referencing applicant data across documents and verifying authenticity - Support secondary workflows such as compensating factor reviews, adverse action notice generation, credit exception evaluations, and counter-offer structuring * * * 3\. Ideal Qualifications - 5+ years of experience in mortgage or auto loan underwriting, credit analysis, or quality control - Deep familiarity with income types, credit bureau data, DTI and LTV calculations, and standard underwriting policies - Ability to interpret complex tax documents (e.g., Schedule C, K-1) and calculate self-employment income - Strong attention to detail, pattern recognition, and risk assessment capabilities - Experience with LOS systems and document verification tools is a plus * * * 4\. More About the Opportunity - Remote and asynchronous — work on your own schedule - Expected commitment: minimum 30 hours/week - Project duration: ~6 weeks * * * 5\. Compensation & Contract Terms - $60–100/hour for U.S.-based freelancers (localized rates may vary) - Paid weekly via Stripe Connect - You’ll be classified as an independent contractor * * * 6\. Application Process - Submit your resume followed by domain expertise interview and short form * * * 7\. About Mercor - Mercor is a talent marketplace that connects top experts with leading AI labs and research organizations. - Our investors include Benchmark, General Catalyst, Adam D’Angelo, Larry Summers, and Jack Dorsey. - Thousands of professionals across domains like law, creatives, engineering, and research have joined Mercor to work on frontier projects shaping the next era of AI.

A leading insurance provider is seeking an Executive Underwriter in San Diego, California.

Territory Manager, Commercial Middle Market Business Development.If you're passionate about helping people protect what matters most to them, as well as innovating and simplifying processes and operations to provide the best customer value, then Nationwide's Property and Casualty team could be the p

Job Description As a Sr. Nonprofit Human Services Underwriter, you will be responsible for analyzing, appraising and assessing exposures and acceptable risks for our Nonprofit Human Service Organizations and Education Institutions to determine coverages and premium that are both adequate and competitive. Accounts vary in size, but may include accounts up to $1,000,000 in written premium. Responsibilities: • Delivers profitable outcomes on complex niche business through effective risk selection by:, • Analyzing, selecting and profitably pricing business with prescriptive terms and conditions of coverage., • Examining inspection reports, location, risk, financial and other available tools and reports to identify new or unresolved concerns., • Communicating with Risk Control for inspections, follow ups and service needs for insureds., • Driving corrective action or remediation strategies on renewal accounts., • Escalating referrals, in a timely manner, on accounts that need additional review or approval by higher level underwriters., • Adhering to service expectations and regulatory compliance by the timely release of renewals, non-renewals and conditional notices., • Accountable for achieving key performance indicators of the portfolio including:, • Developing and furthering successful relationships with distribution partners within the portfolio by:, • Having regularly scheduled portfolio review calls., • Meeting voice of the customer guidelines., • Limited travel to distribution partner offices., • Consistently meeting our voice of the customer standards., • Coordinating with distribution team to building pipeline, resolve issues, concerns or conflict and oversee change management., • Communicating regularly with portfolio team members on health of assigned agencies and market conditions that could impact the portfolio., • Cultivate a High Performing Culture, • Superior customer service and business acumen., • Mentoring support staff throughout their career development., • Conduct peer audits and approve underwriting decisions (LOAs) for lower authority levels., • Assist in the training of new hires and internal promotions by providing continuous mentoring and feedback to foster successful employee development., • Reviewing, mentoring, and approving referrals for lower authority level associates., • Perform other related work as assigned. Required Qualifications: • At least 5 years experience in commercial lines underwriting., • Excellent communication skills both in writing and verbal., • Ability to analyze and make decisions in a timely manner. Recommended Qualifications: • Prior experience in underwriting nonprofit humans services and/or education accounts., • Working to obtain or has already CPCU or other industry equivalent. Compensation: • $78,600 - $131,000 commensurate with experience, plus bonus eligibility, • $86,400 - $144,000 commensurate with experience in CA, CT, MA, NJ, NY, and PA, plus bonus eligibility Benefits: We are proud to offer a robust benefits suite that includes: • Competitive base salary plus incentive plans for eligible team members, • 401(K) retirement plan that includes a company match of up to 6% of your eligible salary, • Free basic life and AD&D, long-term disability and short-term disability insurance, • Medical, dental and vision plans to meet your unique healthcare needs, • Wellness incentives, • Generous time off program that includes personal, holiday and volunteer paid time off, • Flexible work schedules and hybrid/remote options for eligible positions, • Educational assistance #TMG

Job Description CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion. Job Title SBA BUSINESS DEVELOPMENT OFFICER Department SBA - PRIVATE BUSINESS CAPITAL Reports To CHIEF SBA OFFICER FLSA Status EXEMPT Job Summary The SBA Business Development Officer position is responsible for soliciting, negotiating and developing new business for the bank’s SBA department as well as the bank’s other products in compliance with the Bank’s policies and procedures. Loan Production $8,000,000 to $10,000,000 SBA Loans (SBA 7A and SBA 504 loan originations) or as assigned by manager. Duties and Responsibilities • Engage in business development activities to source and close SBA loan requests., • Interviews prospective applicants and requests specified information related to loan application; continually correspond with applicants to resolve questions regarding application information., • Gather and analyze all information necessary to present a financing request to underwriter, SBA Department Manager, President/CEO, Chief Credit Officer, etc., • Perform prequalification assessment and analysis of applicant’s financial condition., • Develop and maintain knowledge of financial industry, economy, market conditions, rates, vendors and competition., • Continuously strengthen the referral source network. Meet with prospects and referral sources to generate leads whenever possible., • Leverage centers of influence by proactively fostering quality relationships., • Stay actively involved with professional and/or community organizations by representing CalPrivate Bank at appropriate professional and community events., • Participate in cross-referrals with other bank staff. Create an atmosphere of teamwork and collaboration throughout CalPrivate Bank., • Cross-sell CalPrivate Bank’s other products and services as appropriate., • Host educational sessions/give presentations to bank staff, prospects and centers of influence to review SBA products and programs., • Address customer service issues with both clients and bank staff as needed. BSA/AML/ Compliance Responsibilities This position includes direct interaction with customers and therefore includes responsibilities relating to BSA/AML. The employee will have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program. Qualifications • 4 year degree or equivalent experience, • 3+ years of equivalent SBA experience, • 3+ years of banking experience Skills Needed • Experience in financial statement and tax return analysis, • Experience in SBA lending activities and terminology, • Experience in commercial real estate and construction financing, • Experience in business acquisition financing, • Knowledge of SBA SOP, • Knowledge of Government Regulations, • Ability to present to groups or individuals in a concise and confident manner, • Strong business development and negotiation skills, • Excellent communication and presentation skills, • Excellent customer service skills, • Excellent organizational, time management and project management skills, • Proficient PC skills to include spreadsheet, word-processing, database systems and other software utilized by the department, • Ability to coordinate and work collaboratively with internal and external contacts on a daily basis, • Knowledge and experience to anticipate, identify and resolve problems Physical demands While performing the duties of this job the employee is frequently required to sit, stand, use hands to finger, handle, or feel, reach with hands or arms and talk or hear. The employee is required to walk or balance. The employee may occasionally lift and/or move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to focus. In the performance of duties of this job the employee may be required to travel occasionally. Other Must be willing to travel as needed to perform site visits, collect loan applications/packages, etc.

Job Description Junior Loan Officer Opportunity Our lending team is growing rapidly, and we are looking for a results-oriented Junior Loan Officer who is eager to learn, generate new business, and assist senior loan officers with creating and closing loan packages. You’ll be supported by experienced mentors and a collaborative environment that values growth, accountability, and rewarding commissions. First-year earning potential when hitting goals: $75,000+ Lending or mortgage experience is helpful but not required. What matters most is your drive to succeed and willingness to learn the systems, products, and communication skills that make top performers stand out. Candidates must obtain an LMNS license as part of their professional development. This opportunity is ideal for someone who enjoys relationship-building, thrives in a fast-paced setting, and wants to build a lasting career in the lending industry. Added Value • Hands-on mentorship from experienced loan professionals, • Access to advanced CRM tools and marketing support, • Structured training to help you master mortgage programs and compliance, • Supportive, team-driven environment with clear growth paths, • Rewarding commissions for performance and referrals If you are ready to learn the lending business, earn rewarding commissions, and grow your career under the guidance of seasoned professionals, apply today. Compensation: $100,000 at plan commissions Responsibilities: • Liaise between realtors, senior MLO / mortgage loan originator, underwriter, mortgage lenders or mortgage bankers, and loan processors on behalf of the applicant as needed to assure the loan transaction is successful, • Review options with senior loan officer/ MLO to make a recommendation of which home loan product to recommend based on the applicant’s financial status, • Generate new business opportunities, get referrals, monitor sales pipeline, and meet sales expectations, • Educate loan applicants about various residential mortgage loans - answer questions and provide additional information to create personal relationships, • Gather financial information to assist with loan applications, prepare loan files, and assess applicants’ financial situation and eligibilityQualifications:, • High school diploma or equivalent required; Bachelor’s degree is desired, • Superb relationship, sales, communication, and MS Office skills are needed, • Experience in real estate, lending institutions, credit unions, financial services, or related fields is desired, but not required, • LMNS license required, • Commission opportunity About Company At Seller Door Real Estate & Finance Inc., we bring real estate and lending together under one roof to give agents a powerful advantage. Our brokerage was built to provide 100% of the tools, training, and compensation agents deserve. With hands-on mentorship, proven systems, and leadership that cares about your success, we help professionals grow stronger businesses with clarity and confidence. We believe every agent should confidently answer “yes” to some of the most important questions in their career: • Am I getting the mentorship and support I need?, • Do I have proven systems to grow consistently?, • Am I rewarded fairly for my results?, • Do I get offered stock options or an equity share plan as an agent?

Job DescriptionDescription: Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for members seeking a variety of loans. Responsible for reviewing loan applications, interviewing loan applicants and obtaining other documentation to determine credit worthiness of applicant and disposition of loan. Prepare appropriate documentation and related forms for submittal to the Lending Manager. Develop information and stipulations to process loan applications such as verification of income and credit reports. Employees assigned to this level will underwrite a variety of loans with considerable independence. Requirements: Essential Duties and Responsibilities: • Act as a resource for dealer and staff questions regarding the Credit Union’s loan programs., • Within established guidelines and procedures, perform work requiring the use of judgment and discretion in making credit decisions for consumer (direct/indirect) and real estate loans., • Review all applications to insure completeness and accuracy of information. Inform branch personnel, members and/or dealers of loan requirements and matters affecting the granting of loans., • Set stipulations for loan applications accordingly to achieve sound lending decision., • Inform management of the progress and performance of dealer partners., • Prepare monthly production reports and provide information to manager., • Provide recommendations, written or verbal, to the Lending Manager and/or the Credit Manager with regards to credit applications outside individual underwriting authority., • Assist branch personnel in facilitating the closing and disbursement of loans insuring that guidelines and stipulations are met., • Remain current on lending regulations and guidelines., • Complete reports as requested by management., • Maintain effective working relationship with staff., • Register with the Nationwide Mortgage Licensing System and Registry (NMLS). Will be required to undergo a background check. Registration with the NMLS to be maintained on an annual basis., • All other duties assigned.

Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for assisting the Branch Manager with providing exceptional service with a focus on teller 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 Branch Manager. The following staff may report directly or indirectly to the Branch Supervisor: Directly: Indirectly: • Branch Senior - Teller I-II-III, • Personal Financial Representative I-II-III NATURE & SCOPE: • Trains, coaches and monitors staff to meet/exceed branch and individual sales and service goals. Conducts frequent sales meetings and contests., • Assigns, monitors, and reviews work assignments of staff to ensure completion of duties according to established procedures and timeframes., • Recommends and implements procedures. Effectively communicates and ensures new programs, policies and procedures are followed by staff., • Assists with the development of personnel by providing effective training, cross training, observing, counseling, timely and fair performance appraisals and effectively motivating employees and maintaining a positive team work environment., • Monitors employees’ attendance, job performance and conduct. Provides counseling and recommendations for appropriate disciplinary action., • Ensures adequate staffing levels are maintained by effectively scheduling employee work hours. May review and approve/disapprove employees’ time off., • May assist with interviews of new employees and promotion of existing employees., • Responsible for assigning and completing various departmental side-jobs., • Maintains all necessary department records in accordance with established procedures., • Assists with the overall maintenance and appearance of the department facilities. Ensures an organized, safe and professional environment is maintained., • Exercises discretion and independent decision-making to ensure growth and soundness of the credit union., • Conducts regular staff meetings and training sessions to enhance teamwork, share information, improve productivity and maintain proper security and operations., • Ensures all correspondence is professional and accurate., • Handling of a cash drawer may be required., • May serve as a notary., • May process consumer and real estate loans., • May assist to ensure loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented., • May actively manage loan queues to ensure approved loans are funded., • Shared Branches – Assists with training to ensure staff is knowledgeable on all FSCC Policies/Procedures that are unique to CU Service Centers., • May assist the Business Development Department with Select Employee Group’s (SEG) days. Participates in community and partnership events., • Ensures branch is compliant with internal audit procedures. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • 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 • A Bachelor’s degree in Business/Financial Services is preferred or up to 5 years equivalent financial industry experience. A minimum of 2 years branch supervisory experience is required for Assistant Branch Manager., • 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., • Good communication, conflict resolution and coaching skills; ability to demonstrate sound reasoning, judgment and decision making., • Knowledgeable in sales and service, branch operations, lending, regulations and security procedures., • Requires demonstrated leadership skills and the ability to effectively train, develop and motivate others. Acts as a role model for co-workers, displaying a professional and positive attitude at all times., • Ability to interact effectively with coworkers, understand and follow work rules and procedures, accept constructive criticism and lead and manage others., • Availability to work Saturdays, Sundays and evenings required in order to accommodate branch, Business Development and Community Relations functions., • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Supports Branch Manager to ensure sales and service goals are met., • Supervises operations of the branch to ensure efficiency, accuracy and compliance., • Motivates, coaches, trains and mentors staff to excel and achieve goals., • Adheres to cash, key and dual control policies and procedures., • Adheres to security and robbery procedures., • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS • Ability to tolerate long periods of sitting/standing with occasional walking., • 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. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Annually) $68,640.0000 - $79,795.04 (Branch Supervisor) $72,391.2080 - $90,489.01000 (Assistant Branch Manager)

Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals., • Follows quality service standards to ensure exceptional quality service is provided., • Maintains a thorough knowledge of all products and services, policies and procedures., • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union., • Processes consumer and real estate loans., • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented., • Addresses difficult member situations and resolves in a positive manner., • Serves as a backup to Personal Financial Assistant or Teller., • May be required to maintain a cash drawer., • May serve as a notary., • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals., • 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 • Excellent communication skills; sound judgment, and attention to detail., • Previous experience with Microsoft Windows applications is preferred., • 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., • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met., • Process new accounts and/or loans accurately and completely., • Adhere to cash, key and dual control policies and procedures., • Adhere to security and robbery procedures., • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle 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. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339

Job Description ABOUT PARK PLACE FINANCE Park Place Finance is a fast-growing, nationwide private lender specializing in non-owner-occupied residential fix-and-flips, ground-up construction, and DSCR loans. But what truly sets us apart is how we do it.. You’ll find a team that rallies together, celebrates wins, and keeps raising the bar. With a focus on health, wealth, and professional development, we’re not just funding deals — we’re building careers & long-lasting relationships. POSITION OVERVIEW We are looking for a detail-oriented, analytical Construction Underwriter II to join our operations team. This individual will play a key role in the evolution of our Multi-Family and Mixed-Use construction department. The candidate for this role should have a minimum of 3 years experience in the direct underwriting and credit analysis for construction lending. A Bachelor’s degree in Finance, Urban Development, Construction Management, Civil Engineering, or Risk Management is a plus. Evaluation of pro formas, construction budgets, and stabilization NOI (Net Operating Income) projections. Analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility cash-flow and debt coverage will be required. Our full suite of Business Purpose Loans also includes Residential Transitional Loans (RTL), DSCR (non-consumer), Bridge, Ground-Up Construction, and Portfolio products. Responsibilities will include analysis of multi-layered risk based on audited financials, net worth, liquidity, portfolio performance, project feasibility, cash-flow, and debt coverage. Assessment of collateral using both cost and income approaches along with complex entity structures, and construction team evaluation (license, bonding, insurance compliance, plans, permits, construction contract - GMP or fixed-price preferred). RESPONSIBILITIES • Perform complete risk assessments (borrower, market, collateral, and construction)., • Prepare comprehensive credit memos summarizing all findings., • Recommend loan structure to mitigate identified risks., • Coordinate third-party reports (appraisal, environmental, cost review)., • Underwrite Bridge, Renovation, Ground-Up Construction, and DSCR loans in accordance with company guidelines and investor overlays, as needed., • Analyze construction budgets, scopes of work, and project timelines to ensure feasibility of projects., • Maintain clear, actionable documentation supporting all underwriting decisions, • Apply judgment on exceptions and propose well-supported decisions for approval, counteroffer, or decline., • Partner with originators, processors, and leadership to ensure smooth file flow and pipeline efficiency. KNOWLEDGE, SKILLS, & ABILITIES Required: • 3+ years of underwriting experience in Multi-Unit and Multi-use residential construction., • Familiarity with entity structures (LLCs, Corporations, Trusts)., • Strong analytical, critical thinking, and problem-solving abilities., • High attention to detail and a risk-management mindset., • Excellent written and verbal communication skills., • Experience with Loan Origination Systems (e.g., LendingWise, Encompass, Salesforce, or custom LOS platforms). WHY JOIN PARK PLACE FINANCE? At Park Place Finance, we invest just as much in our people as we do in our borrowers. If you're ready to accelerate your career in a collaborative, fast-paced environment where performance and innovation are celebrated — this is where you belong. • Competitive Compensation Package, • 100% Company-Paid Health Insurance (Medical, Dental & Vision), • Retirement Plan with 4% Company Match, • Entrepreneurial Culture with a Focus on Growth & Excellence, • Opportunities to Expand Skillset Across Multiple Loan Products

Job DescriptionSalary: $60,000 - $70,000 Annual Salary Case Manager Job Description GENERAL RESPONSIBILITIES The Case Manager assists the Financial Advisors and their team in underwriting new applications and servicing of existing business and clients. The Case Manager is proficient in all Northwestern Mutual systems and maintains a high level of accuracy, dependability, and provides an exceptional customer service. This service provides comprehensive insurance support to streamline the underwriting process, provide an exceptional client experience, and facilitate practice growth. Responsibilities include, but are not limited to: Underwriting • Assists in application prefills and medical scheduling., • Reviews the applications for accuracy prior to submission., • Efficiently manages the submission of applications., • Gathers pending case requirements and requests additional information from the client., • Runs revised illustrations upon policy approval., • Prepares and gathers all policy delivery requirements to be sent out for E- signatures, • Resolves underwriting issues and acts as an advocate for the Financial Advisor and clients. Communication • Updates the clients on the status of their applications and acts as a liaison between the underwriter, financial advisors and the client., • Creates a weekly case update report to send to the financial representative., • Communicates with the underwriter to resolve issues, send requirements and ensure a smooth underwriting process., • Meets with the financial representative and their team once a week to discuss the cases in underwriting on the weekly case update report. Policy Owner Services Process inforce policy requests (beneficiary changes, address changes, ISA drafts, inquiries and loans. Runs policy change estimates and policy maintenance. Runs inforce illustrations QUALIFICATIONS • Bachelors degree in business, finance and/or equivalent work experience preferred, • 2-5 years of financial services experience preferred, • Strong analytical, problem solving, and written and verbal communication skills with the ability to work well with others, • Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment, • Proficient knowledge in Microsoft Office (Outlook, Word, Excel, PowerPoint) with the ability to learn various software programs quickly, • Life, Accident, & Health Insurance Licenses to be obtained within the first 3-6 months of employment COMPENSATION & BENEFITS • Competitive Compensation: Base salary of $60k-70k per year with incentive compensation and comprehensive benefits package that includes PTO, 401(k) with employer match, subsidized health insurance premiums, and life and disability insurance coverage., • Career Development: Opportunities for continuous learning and growth with access to professional development resources and clear career pathways., • Supportive Team Environment: Join a collaborative and motivated team committed to your success and career satisfaction., • Networking Opportunities: Build connections within the financial services industry and local community through various events and initiatives., • Impactful Work: Play a pivotal role in shaping the careers of students and future financial professionals., • Recognition & Rewards: Celebrate achievements and milestones with a range of recognition programs and incentives. PHYSICAL AND MENTAL DEMANDS The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. PHYSICAL DEMANDS While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required. MENTAL DEMANDS While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals. WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e., business office with computers, phone, and printers, light traffic). EQUAL OPPORTUNITY EMPLOYER Northwestern Mutual believes that every individual makes a significant contribution to our success and recognizes the diversity and worth of all individuals and groups. It is the policy of Northwestern Mutual that there will be no discrimination or harassment of individuals or groups based on race, color, religion, gender, sexual orientation, gender identity, gender expression, national origin, marital status, age, veteran status, genetic information or disability in any activities, or employment.

Job Description This position is accountable for providing exceptional service with a focus on processing transactions, member requests and referring/cross selling financial products and services. Adheres to the credit union’s policies, procedures and quality service standards. Supervisory responsibilities Floater Service Representative I • Processes member transactions. Performs account file maintenance and handles member issues., • Identifies cross-selling opportunities, referring members to Personal Financial Representatives., • Maintains knowledge of all products and services, policies and procedures., • Follows quality service standards to ensure exceptional quality service is provided., • Ensures compliance with daily cash drawer balancing and limits., • 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., • May serve as back-up to Personal Financial Assistant., • Assists with branch balancing, opening and closing procedures, scanning checks, night depository processing, ATM processes, certifications and other side jobs as assigned., • Shared Branches - Knowledgeable on all FSCC Policies and Procedures that are unique to a Service Center environment. This includes transaction processing and limitations, hold requirements, service standards and restrictions, and boundaries for promoting products and service to guest-members. o Processes consumer loans. o Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented. o Actively manages loan queues to ensure approved loans are funded. Floater Service Representative III o Processes real estate loans. 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 • A high school diploma or equivalent is desired., • Floater Service Representative I: 1 year of previous sales, member service, and cash handling experience. Financial institution is preferred, • Floater Service Representative II: 2 years experience in a financial institution or other related field plus proven successful performance, to include sales and service, • Floater Service Representative III: 3 years experience in a financial institution (with 1 of the years as a Floater Service Representative III) or other related field plus proven successful performance, to include sales and service, • 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., • Excellent communication skills; sound judgment and attention to detail., • Previous experience with Microsoft Windows applications is preferred. · Occasional Saturday, Sunday and evening shifts may be required to accommodate branch, Business Development and Community Relations functions. · Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES • Remain flexible to changing job responsibilities and locations., • Process member transactions and/or new accounts or loans accurately and timely., • Greet members with a friendly, outgoing and positive demeanor., • Ensure sales and service goals are met., • Refer members to appropriate staff for sales opportunities and/or cross sell credit union products and services., • Adhere to cash, key and dual control policies and procedures., • Adhere to security and robbery procedures. $19.7490 - $24.6863 Float Service Rep ll: $21.5468 - $26.9339 Float Service Rep lll: $23.9440 - $29.9300

Job Description California Coast Credit Union takes pride in promoting financial prosperity to our members while continuously delivering stellar service! We are passionate about cultivating relationships within the educational and business communities and take a very active role in community activities. We offer beautiful surroundings and foster a positive work/life balance. Cal Coast is in tune to what's important to our valued employees. Our workplace Wellness Program provides opportunities for health, wellness and fun as does our Employee Activity Program. We boast of our employee friendly culture and our positive environment which supports recognition and rewards. Come be a part of our family! If you share the same interests and passions and possess the right credentials, then read on to find out more: JOB OBJECTIVE: This position is accountable for providing exceptional service with a focus on cross-selling financial products and services. Adheres to credit union’s policies, procedures and quality service standards. SUPERVISORY RESPONSIBILITIES: • This position reports directly to the Assistant Branch Manager (or Branch Manager, if no ABM). No employees report directly to this position. NATURE & SCOPE: • Meets/exceeds established monthly/annual sales and service goals., • Follows quality service standards to ensure exceptional quality service is provided., • Maintains a thorough knowledge of all products and services, policies and procedures., • Opens new accounts ensuring process and documentation are accurate and complete. Promotes and cross-sells CCCU products and services to members in order to encourage a long-term financial relationship with the credit union., • Processes consumer and real estate loans., • Ensures loan processing/documents are accurate and complete, that underwriter stipulations are met and appropriate information is documented., • Addresses difficult member situations and resolves in a positive manner., • Serves as a backup to Personal Financial Assistant or Teller., • May be required to maintain a cash drawer., • May serve as a notary., • Completes documentation to ensure compliance with internal policy and external regulations. Performs necessary steps to ensure BSA/AML compliance to reduce risk to the credit union., • Participates in activities to increase member growth and retention, to promote products and services and meet individual assigned goals., • 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 • Excellent communication skills; sound judgment, and attention to detail., • Previous experience with Microsoft Windows applications is preferred., • 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., • Ability to operate standard business machines such as computer, printer, fax, copier and telephonic devices. MAJOR ACCOUNTABILITIES: • Ensure sales and service goals are met., • Process new accounts and/or loans accurately and completely., • Adhere to cash, key and dual control policies and procedures., • Adhere to security and robbery procedures., • Complies with all other policies and procedures. PHYSICAL REQUIREMENTS ENVIRONMENTAL CONDITIONS • Work is primarily performed within a cubicle 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. California Coast Credit Union is an Equal Opportunity Employer. Salary Range (Hourly): Personal Financial Rep l: $19.7490 - $24.6863 Personal Financial Rep ll: $21.5468 - $26.9339 Personal Financial Rep lll: $23.9440 - $29.9300