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Zurich E&S is currently looking for a VP, Senior Underwriting Manager for our E&S Property team. This position will be responsible for developing, coaching, and managing a high-performing regional team of Property underwriting staff. Additional responsibilities include managing regional performance, including new business production, policy count retention, rate/tiering execution, and portfolio management actions relative to plan; managing regional wholesale broker relationships; managing underwriter referrals; and maintaining a small production portfolio to stay attuned with regional market changes and desk-level challenges. The VP, Senior Underwriting Manager will be expected to travel as necessary to support the needs of the team and to cultivate key broker relationships within the specified regions (25%). The position is a critical role in driving a diversified, dynamic and engaging team culture. This position also requires strong technical acumen in underwriting property risks in the E&S segment, experience in overseeing and developing underwriting talent, the ability to manage complex processes, strong wholesale producer engagement and sales skills and a demonstrated ability of profitable portfolio management. This position will be based out of our Atlanta office. You will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. VP Level Required Qualifications: • Bachelor’s Degree and 10 or more years of experience in the Underwriting, Market Facing, Broker, Carrier, or Risk Management area within the Commercial Insurance industry OR • Bachelor’s Degree with 20 or more years of experience in Claims or Underwriting Support area within the Commercial Insurance industry AND • Experience in E&S Property, • 2 or more years of people management experience Preferred Qualifications: • Bachelor’s Degree, • Strong underwriting acumen and expertise in the E&S Property space, • Wholesale broker relationships, • Strong planning and execution experience, • Strong team building and organizational skills, • CPCU, • Excellent communication skills, • Excellent skills in relationship building, • Strong presentation skills, • Strong knowledge of forms language and coverage intent, • Results oriented Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The proposed Salary range for this position is $200,000.00 - $285,000.00, with Global Specialities Incentive Plan eligibility set at 50%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Atlanta Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-EXECUTIVE #LI-HYBRID

Zurich E&S is seeking an experienced Excess Casualty Underwriter to join our E&S Excess Casualty team in our Dallas, Houston or Atlanta office. While this position will be based out of one of those locations, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. In this role you will be working with national wholesalers to drive growth with a focus on profitability. Zurich E&S is dedicated 100% to a wholesale distribution model and a product and technology strategy designed to make Zurich a market leader in E&S as measured by gross written premium, profitability, and employee satisfaction! As an E&S Excess Casualty Underwriter you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on a variety of accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. This role is responsible for: • Proactively seeking new account opportunities and managing existing renewal accounts., • Demonstrating specialized knowledge and expertise in underwriting excess casualty lines of business., • Completing detailed opportunity assessments with key distributors to identify growth opportunities., • Contributing to the development and completion of proposals., • Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity., • Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose., • Negotiating Terms & Conditions and closing deals., • Cross-Selling other lines of business to increase product density with the account., • Participating in Sales Team meetings as related to assigned brokers and / or territory., • Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date., • Developing strong broker and client networks as related to industries underwritten by Business Unit. This role will be filled at either an Underwriting Specialist or Executive Underwriter level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skillset relative to the qualifications listed for this position. Underwriting Specialist Required Qualifications: • High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office OR Executive Underwriter Required Qualifications: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: • Bachelor’s Degree or equivalent years of E&S Commercial insurance industry experience, • Technical knowledge of Excess Underwriting with E&S, • Established wholesale broker relationships (E&S brokers), • Creative problem-solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The combined salary range for this position is $75,000.00 - $165,000.00. The proposed salary range for the Underwriting Specialist is $75,000.00 - $125,000.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $100,000.00 - $165,000.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Atlanta, AM - Addison, AM - Houston Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE #LI-HYBRID

Zurich is seeking an experienced AVP, Underwriting Director OR VP, Senior Underwriting Director – E&S Excess Casualty to join our team in our Atlanta, GA, Dallas, TX or Houston, TX office. While this position will be based out of our Atlanta, GA, Dallas, TX or Houston, TX office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. In this role you will be working with national wholesalers to drive growth with a focus on profitability. Zurich E&S is dedicated 100% to a wholesale distribution model and a product and technology strategy designed to make Zurich a market leader in E&S as measured by gross written premium, profitability, and employee satisfaction! As an AVP, Underwriting Director or VP, Senior Underwriting Director – Zurich E&S you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on a variety of accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. This role will be responsible for: • Proactively seeking new account opportunities and managing existing renewal accounts., • Demonstrating specialized knowledge and expertise in underwriting excess casualty lines of business., • Completing detailed opportunity assessments with key distributors to identify growth opportunities., • Contributing to the development and completion of proposals., • Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity., • Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose., • Negotiating Terms & Conditions and closing deals., • Cross-Selling other lines of business to increase product density with the account., • Participating in Sales Team meetings as related to assigned brokers and / or territory., • Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date., • Developing strong broker and client networks as related to industries underwritten by Business Unit. AVP, Underwriting Director – Zurich E&S Basic Qualifications: • High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area OR VP, Senior Underwriting Director – Zurich E&S • Bachelor’s Degree and 9 or more years of experience in the Underwriting or Market Facing area. OR • Bachelor’s Degree and 18 or more years of experience in the Claims or Underwriting Support area AND • Experience in Excess & Surplus Property Underwriting Preferred Qualifications: • Bachelor’s Degree or equivalent years of E&S Commercial insurance industry experience, • Technical knowledge of Excess Underwriting with E&S, • Established wholesale broker relationships (E&S brokers), • Creative problem-solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is$131,500.00 - $287,000.00. The proposed salary range for the AVP, Underwriting Director is $131,500.00 - $217,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. The proposed salary range for the VP, Senior Underwriting Director is $175,200.00 - $287,000.00, with Global Specialty Incentive Plan bonus eligibility set at 50%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Atlanta, AM - Dallas, AM - Houston Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID

Zurich gives you the tools and support to construct a rewarding career in the Insurance industry. We are looking for a Construction Property Underwriter to cover our South territory. While this position will be based out of our Atlanta or Dallas office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Construction Property Underwriter, you will have a chance to use your marketing and analytical skills along with your knowledge of buildings to analyze and underwrite new and renewal Property business both in the US. This is a market facing position and we are seeking someone with a strong sales execution mindset and knowledge of commercial construction Property policies. There will be 20%-30% travel for this position. Key Accountabilities of this role: • Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations., • Develop, maintain & collaborate with Line of Business representatives and other business-related needs, as appropriate., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Support the organization's sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities., • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose. Basic Qualifications for Construction Property Underwriter: • High School Diploma or Equivalent and 1 or more years of experience in the Underwriting or Market Facing area. OR • High School Diploma or Equivalent and 2 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of line/s of business and the legal and regulatory guidelines, • Knowledge of time restraints for quotes on new and renewal business, • Experience with Microsoft Office Preferred Qualifications: • Bachelor’s Degree, • Ability to effectively assess risk, • Strong negotiation skills, • Superior skills in relationship building, active listening, needs analysis, and win-win negotiating, • Possess knowledge of time restraints for quotes on new and renewal business, • Excellent oral and written communication skills, • Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines, • Demonstrated technical knowledge and skills reflective of progression of positions of increasing responsibility, • PC and related software skills, • CPCU or CRIS a plus Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The proposed Salary range for this position is $60,000.00 - $95,000.00, with short-term incentive bonus eligibility set at 10%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Atlanta, AM - Dallas Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-WL1 #LI-ASSOCIATE #LI-HYBRID

Zurich is seeking an experienced Executive Underwriter or AVP, Underwriting Director – E&S Primary Casualty to join our team in our Atlanta, GA, Dallas, TX or Houston, TX office. While this position will be based out of our Atlanta, GA, Dallas, TX or Houston, TX office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. In this role you will be working with national wholesalers to drive growth with a focus on profitability. Zurich E&S is dedicated 100% to a wholesale distribution model and a product and technology strategy designed to make Zurich a market leader in E&S as measured by gross written premium, profitability, and employee satisfaction! As an Executive Underwriter or AVP, Underwriting Director – Zurich E&S you will have the opportunity to grow and develop your career as a member of seasoned and dynamic team. You will be underwriting new and renewal business, under limited direction, utilizing The Zurich Way of Underwriting Framework within delegated authority levels on a variety of accounts. We focus strongly on our customers and are seeking someone with the ability to develop exceptional relationships and a strong market facing presence. This role will be responsible for: • Proactively seeking new account opportunities and managing existing renewal accounts., • Demonstrating specialized knowledge and expertise in underwriting excess casualty lines of business., • Completing detailed opportunity assessments with key distributors to identify growth opportunities., • Contributing to the development and completion of proposals., • Qualifying accounts that meet the organization's appetite, balanced with sound business opportunity., • Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose., • Negotiating Terms & Conditions and closing deals., • Cross-Selling other lines of business to increase product density with the account., • Participating in Sales Team meetings as related to assigned brokers and / or territory., • Proactively engaging in the target account process, managing a qualified list of opportunities 90 to 120 days prior to effective date., • Developing strong broker and client networks as related to industries underwritten by Business Unit. Executive Underwriter – Zurich E&S Basic Qualifications: • High School Diploma or Equivalent and 5 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 10 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 3 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 8 or more years of experience in the Claims or Underwriting Support area OR AVP, Underwriting Director – Zurich E&S Basic Qualifications: • High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area OR • High School Diploma or Equivalent and 14 or more years of experience in the Claims or Underwriting Support area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 5 or more years of experience in the Underwriting or Market Facing area OR • Zurich Certified Insurance Apprentice including an Associate Degree and 12 or more years of experience in the Claims or Underwriting Support area Preferred Qualifications: • Bachelor’s Degree or equivalent years of E&S Commercial insurance industry experience, • Technical knowledge of Primary Casualty Underwriting with E&S, • Established wholesale broker relationships (E&S brokers), • Creative problem-solving skills, • Strong verbal and written communication skills Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The combined salary range for this position is $100,200.00 - $217,000.00. The proposed salary range for the Executive Underwriter is $100,200.00 - $164,100.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed salary range for the AVP, Underwriting Director is $132,500.00 - $217,000.00, with Global Specialty Incentive Plan bonus eligibility set at 40%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards _.] Why Zurich? At Zurich, we value your ideas and experience. We offer growth, inclusion, and a supportive environment—so you can help shape the future of insurance. Zurich North America is a leader in risk management, with over 150 years of expertise and coverage across 25+ industries, including 90% of the Fortune 500®. Join us for a brighter future—for yourself and our customers. Zurich in North America does not discriminate based on race, ethnicity, color, religion, national origin, sex, gender expression, gender identity, genetic information, age, disability, protected veteran status, marital status, sexual orientation, pregnancy or other characteristics protected by applicable law. Equal Opportunity Employer disability/vets. Zurich complies with 18 U.S. Code § 1033. Please note: Zurich does not accept unsolicited CVs from agencies. Preferred vendors should use our Recruiting Agency Portal. Location(s): AM - Atlanta, AM - Dallas, AM - Houston Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID

Location: On site at a Georgia location listed in the job posting Summary The Portfolio Manager is responsible for proactively managing portfolios by identifying trends and alerting management to changes in portfolio conditions. Partners with Relationship Managers to manage credit proposals and renewals; independently prioritizes requests, identifies risk and risk ratings, recommends and evaluates credit structure, and prepares proposals. Contributes to the development of profitable long-term credits. Essential Duties and Responsibilities Primarily responsible for underwriting and servicing of commercial loan portfolios Proactively identifies credit weaknesses / trends and alerts management to deterioration Collaborates with RM to prioritize new credit requests, renewals, and reviews Provides risk ratings and recommends appropriate credit structure Identifies policy exceptions Prepares approval, commitment, proposal document, and participates in documentation process including the identification of covenants and other key provisions Participates in customer meetings to discuss alternative credit structures and to clarify any questions. Also interacts with clients during due diligence and finalizing credit package Serves as a secondary customer contact to the Relationship Manager Supervisory Responsibilities No supervisory responsibilities Qualifications: Bachelor's degree in business, finance, accounting or equivalent work experience 5+ years commercial credit or lending experience required; 10+ preferred Strong analytical abilities, credit underwriting skills Goal oriented, ability to take initiative using strong problem-solving skills Strong relationship building and interpersonal skills Excellent verbal and written communication skills Strong organizational skills Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About UsFirst Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at www.FirstHorizon.com . Benefit Highlights • Medical with wellness incentives, dental, and vision • HSA with company match • Maternity and parental leave • Tuition reimbursement • Mentor program • 401(k) with 6% match • More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits Follow Us Facebook X formerly Twitter LinkedIn Instagram YouTube

Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. More than 11,000 of the industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as an Account Manager at McGriff, a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Account Manager on the Commercial Lines team, you'll be primarily responsible for providing customer service and overall service of assigned construction customers and/or policies and support of Producer-led new business efforts. Support Producer and Marketing Account Executives in managing larger and/or more complex accounts and by servicing new and renewal construction account business. Exercise independent decisions relating to client analysis of coverage, recommending coverage needs, and suggesting new lines of coverage for existing clients. Be knowledgeable of coverages, carrier guidelines, underwriting, and legislative changes. Develop strong relationships with carriers and clients. Our future colleague. We’d love to meet you if your professional track record includes these skills: • Bachelor's degree or equivalent education and related training, • Five years of relevant commercial insurance industry experience, • Property and Casualty insurance license, • Experience handling large, more complex accounts, • Strong client relation skills to build and maintain positive business relationships with clients and market contacts; including excellent communication skills and service orientation, cooperative nature, and tactfulness to resolve client and company problems, • Ability to utilize leadership skills by providing direction, constructive feedback, development and training while additionally being able to motivate others to maximize productivity and team morale, • Demonstrate proficiency in basic computer applications, such as Microsoft Office Suite, • Ability to travel, occasionally overnight These additional qualifications are a plus, but not required to apply: • Advanced degree, • Certification or designation, • Experience with property accounts We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you. Valuable benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We’ve built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: • Generous time off, including personal and volunteering, • Tuition reimbursement and professional development opportunities, • Hybrid Work, • Charitable contribution match programs, • Stock purchase opportunities To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: _ For careers at McGriff visit: or flip through our recruiting brochure: Follow us on social media to meet our colleagues and see what makes us tick: • _, • _, • _, • _, • _ Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. McGriff Insurance Broker | McGriff McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.

Job Description Convelo is a managing general agent and wholesale broker positioned perfectly to give agents and brokers easy access to the most competitive specialty insurance products in the healthcare, senior living, non-profits, human services, and other sectors. Convelo is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives and we strive to do the same for our employees. About the Opportunity Convelo is launching a new Restaurant Program, built to serve high-quality restaurant and hospitality risks through a dedicated specialty underwriting model. Unlike a traditional agency role centered on prospecting, this opportunity begins with a built-in distribution channel designed to deliver a curated pipeline of pre-qualified restaurant accounts. To support this model, Convelo is building an internal agency function from the ground up — a team that will act as the bridge between Restaurant Program underwriters and restaurant operators entering the platform. As Account Manager, Restaurant Practice, you will be one of the first hires into this structure and will help shape how the agency operates, communicates, services accounts, and scales. This is a founding role with immediate impact: building onboarding workflows, managing new account flow, supporting clients through their first policy year, and helping establish the service foundation for a growing national restaurant insurance platform. Key Responsibilities Program Launch & Process Development • Design and implement the end-to-end client onboarding process for the Restaurant Practice from the ground up., • Build scalable workflows and documentation for quoting, binding, servicing, and renewal across Epic (agency management system)., • Partner with leadership and carrier partners to refine the program's appetite, coverage structure, and operational playbook. Client Service & Account Management • Serve as the primary point of contact for a portfolio of restaurant accounts with premiums of $25,000–$50,000., • Target onboarding of 200–400 new clients over the first year., • Manage the full renewal cycle, including proactive outreach, coverage reviews, and retention strategy., • Handle all service requests in a timely manner: endorsements, certificates of insurance, audit responses, billing changes, and premium finance agreements., • Identify cross-sell and upsell opportunities across the full insurance needs of restaurant clients (liquor liability, workers' comp, employment practices, cyber, and beyond). Carrier & Market Relationships • Develop and maintain strong relationships with carriers, underwriters, and wholesale partners focused on the restaurant segment., • Coordinate market selections for new and renewal business; leverage carrier appetite knowledge to optimize placement., • Gather and relay competitive intelligence to internal stakeholders. Team & Practice Growth • As the practice scales, hire and onboard junior team members approximately 12 months from start date., • Serve as a subject-matter resource and culture carrier for the Restaurant Practice within Convelo., • Contribute to continuous improvement of processes, tools, and the overall client experience. Required Qualifications • 4–7 years of experience in a commercial P&C insurance role at an insurance agency or brokerage., • Demonstrated experience working with restaurant, hospitality, or food & beverage accounts — including familiarity with liquor liability and assault & battery coverage., • Proficiency in Epic (agency management system), • Entrepreneurial mindset: proven ability to build processes, not just follow them., • Track record of system building — creating workflows, documentation, and operational infrastructure that scales., • Understanding of the broader insurance needs of restaurant operators beyond primary P&C., • Strong client communication, negotiation, and relationship management skills., • Comfortable working independently in a remote, fast-moving, startup-like environment. Preferred Qualifications • Active P&C insurance license (or ability to obtain quickly)., • Experience engaging directly with fine dining and/or family casual restaurant operators., • Background in the service industry (restaurant, hospitality) — firsthand understanding of the client's world is a meaningful differentiator., • Familiarity with workers' compensation, employment practices liability, and other coverages common to restaurant operations. Convelo is a proud Equal Opportunity Employer. Convelo is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Convelo will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

Our Client A rapidly growing, dynamic Real Estate company that acquires and develops affordable housing across the country, primarily in the Northwestern and Southeastern U.S. – mainly through the use of LIHTC. With offices in Washington, Georgia, Texas, and North Carolina, this company is focused on growing its national footprint into several other markets. Their founding Principals have over 4 decades of experience and have developed thousands of units of multifamily affordable and supportive housing. Their partners include local / state governments and non-profit organizations as well as various lenders and investors to build new facilities or acquire and rehabilitate existing properties. We've already placed 8 professionals with this organization in 3 of their offices throughout the country over the last 4 years. This is an EXCELLENT group with a fantastic culture and reputation. • The Owner of the company has been in the business for 40+ years and is focused on succession planning and setting up his team for the future, • Senior leadership team is passionate about mentorship and looking for someone with high integrity and trustworthiness, • Actively focused on 4% and 9% new construction projects, • Very impressive deal volume, especially for their team size, • Well capitalized and highly interested in growth and expansion, • Developed, constructed and renovated 8,000+ affordable and supporting housing units across 8 states, • Development pipeline currently includes another ~2,500 units across multiple states The Opportunity The Development Associate / Development Project Manager will be responsible for assisting the team with new project development, acquisition, and financing. As a critical member of the Development team, you will gain experience in all aspects of the development process and have direct interaction with company executives. The role will be expected to assist in simultaneously assembling and managing an external team of financiers, architects, designers, engineers and contractors. The position demands strong financial skills, creative thinking, leadership, and effective communication. Scope of Responsibility • Full-cycle involvement in affordable and supportive housing development projects, • Projects will be in a variety of states and geographic markets throughout the U.S., • Financial feasibility analysis and underwriting of new development and acquisition opportunities, • Preparation of financing equity packages and applications, • Coordination and completion of due diligence items for lenders and investors, • Assist in the preparation of tax credit applications, • Investment committee presentation preparation and support, • Assist in entitlement process for new developments, • Assist in construction management and design process, • Ability to meet deadlines Our Firm KM Partners’ national Executive Search and Professional Recruitment practice areas focus on high-growth, impact-investment-oriented businesses across relevant industries, including Investment Management, Real Estate, Clean Energy, Sustainable Infrastructure, and related Business and Professional Services. With a core focus in Tax Credits (LIHTC, NMTC, Historic, & Renewable), Multifamily, Affordable and Senior Housing, we partner with clients and place industry-specific professionals throughout the United States. We represent C-level Executive Leadership, Middle Management, and experienced Associates across industry professions.

Job Description Job description Safepoint Insurance is an admitted Property and Casualty insurance carrier based in Tampa, FL. We are looking for an Agency Relations Manager to build and maintain agency relationships throughout the Georgia territory. Job Summary The Agency Relations Manager will, within an assigned region, grow and develop a profitable territory. Optimize growth potential of independent agents while prospecting new agencies. Develop competitor intelligence, collaborate with team members on product, pricing, and agency management decisions. The ideal candidate is a self-starter motivated professional able to work independently and creatively. You will thrive in this role if you are a people person able to connect and engage with all types of personalities. Duties and responsibilities • Represent company at trade association meetings to promote products., • Builds and uses best practices regarding Agency Operations, works consultatively to follow up with plans, holding process owners accountable for agreed upon actions., • Effectively understands and adjusts sales approach to support operational differences between small and large agencies., • Identifies agencies interests and ability to grow and motivates agents to succeed., • Initiates systematic marketing processes within each agency to attract and retain new business., • Possess a strong acumen of influencing the sale of Safepoint products through our agency distribution., • Articulate a sales process that is solution oriented, aligning Safepoints features, benefits, and solutions to agency needs., • Initiates a high level of consistent follow up and follow through with agents and team members., • Proactively develops business solutions to achieve territory objectives., • Maintains flexibility in working with all social styles., • Develops collaborative strategic agency management plans with agencies, to achieve mutual business objectives., • Prioritize and maximize time and resources to support key focus and responsibilities necessary to achieve success., • Stays current on product and pricing changes. Articulates company position and seeks out business with appropriate agencies to meet Company objectives., • Expand presence in the marketplace using insurance industry association trade shows and events., • Other tasks and projects as may be assigned Essential Functions • Ability to travel/drive to throughout the assigned territory to conduct face to face meetings with existing agents, prospective agents, and attending trade shows and events., • Creates and executes strategic marketing plans for territory to identify opportunities and potential challenges from which strategies and tactics are developed., • Executes the sales strategy of growing Safepoint’s market share in the territory by appointing and coaching new agents., • Develop and maintain current knowledge of Safepoint’s and agencies’ computers systems., • Stays current on company’s product and pricing changes. Qualifications • College Degree or equivalent work experience, • 5-7 years of related P&C territory management experience, • In-depth Property and Casualty Insurance industry knowledge, • Excellent oral and written communication and presentation skills, • Knowledge of Personal and Commercial Lines underwriting guidelines, • Strong computer skills Safepoint MGA, LLC does not offer immigration sponsorship or support for this role. This includes serving as the immigration employer of record or providing documentation or assistance for work authorization processes now or in the future, including H-1B, OPT, STEM OPT, CPT, J-1, etc. Compensation and Benefits We recognize that talented professionals are attracted to companies that provide a great place to work, combined with a comprehensive and competitive pay and benefits package, along with opportunities for personal growth and job advancement. For this reason we are pleased to provide: • Market Competitive Wages, PLUS car allowance, and discretionary quarterly bonus program, • Prof. Development and Educational Assistance Programs, • Safe Harbor 401K Plan with Immediate Vesting and an Automatic Company Contribution, • Paid Time-Off (Discretionary, PTO, Parental Leave, and others), • Company Paid Holidays, • Health Insurance, • Dental Insurance, • Vison Insurance, • Short and Long Term Disability Insurance, • Flexible Spending Accounts with Company Contribution, • Health Savings Accounts with Company Contribution, • Employee Life and AD&D Insurance, • Dependent Life and AD&D Insurance, • Company paid AAA Membership, • Company paid Identity Theft Protection, • Other Ancillary Insurance Benefit Programs, • And more… Safepoint Insurance is an equal employment opportunity employer. We adhere to a policy of making employment decisions without regard to race, color, religion, sex, sexual orientation, national origin, citizenship, age or disability. We assure you that your opportunity for employment with Safepoint depends solely on your qualifications. Powered by JazzHR kop1pzVg6G

Job Description Position: Community Outreach Coordinator Department: Pets for Life - Outreach Reports To: Community Outreach Manager Location: 1251 Fulton Industrial Blvd SW Atlanta, GA 30336 Summary: LifeLine Animal Project is committed to the care and welfare of pets and the people who love them. The values we exhibit as an organization show the strength of our staff, our leadership and our community. We expect all employees to exhibit LifeLine’s core values as we complete daily tasks, provide services to clients and care for our animals. As part of LifeLine’s Pets for Life (PFL) division, the Outreach Coordinator is responsible for both proactive and reactive engagement with pet owners in the community. Key duties include offering spay/neuter and other veterinary services and resources to support pet health and keep families together, entering and maintaining accurate data and records, generating reports, and cleaning and maintaining the PFL workspaces, vehicles, and equipment. Essential Job Functions: This represents a list of essential job duties. Other duties or special projects may be assigned as needed. • Uphold the standards and values of LifeLine Animal Project: Save Lives -- Build Community -- Be Exceptional Stewards -- Be Courageous -- Be Compassionate -- Take Responsibility -- Respect, Embrace and Celebrate Diversity • Usual weekly schedule is Tuesday – Saturday, 8:30 AM to 4:30 PM. On Thursdays, the shift will be adjusted to either 6:30 AM to 2:30 PM or 12:00 PM to 8:00 PM., • Conduct ongoing door-to-door outreach using the LifeLine Pets for Life (PFL) approach, speaking directly with residents, answering questions related to pet care, helping them sign up for the PFL program, and building a community of long term relationships., • Courageously provide pet owners with information related to spay/neuter services and general pet wellness., • Help identify and address medical, behavioral, and general wellness needs for pets., • Listen to residents’ concerns, asking thoughtful questions and using critical thinking to connect people with the services that best fit their situation., • Communicate effectively with the Chief Operating Officer, PFL manager and PFL Outreach Lead regarding client situations, special cases, additional client engagement needs, etc., • Submit status reports on a timely basis., • Assist with scheduling spay/neuter and veterinarian appointments and transport pets to and from spay/neuter and veterinarian appointments., • Identify and manage the trap/neuter/release of community cat colonies in an effort to save lives., • Communicate and coordinate with cat colony caregivers until all cats are vetted and continuously engage with caregivers to ensure cats that are new to the colonies are identified and vetted., • Prep necessary supplies and transport vehicles for appointments and outreach., • Clean and maintain the PFL work space, transport crates, equipment and vehicles to ensure exceptional stewardship of LifeLine resources., • Report all required vehicle and building maintenance and repair to the PFL Manager., • Complete and submit all data collection forms and implement program measurements., • Build relationships with community members and with other local animal organizations, community groups, community leaders, etc., • Assist in planning and implementing Community Outreach events., • Assist when needed with fundraising events, community presentations, and other community educational opportunities., • Attend community events regularly and always be ready to serve as a spokesperson for PFL and LifeLine Animal Project if needed., • Demonstrate a can-do attitude and genuine commitment to service. This work is not transactional, it requires empathy, patience, and sincere effort to build trust and meaningful relationships., • Take responsibility to show compassion and follow up and continue engagement with clients according to the program guidelines., • Demonstrate calmness and composure under pressure and in emotionally charged situations., • Respect, Embrace, and Celebrate the diversity of the PFL and LifeLine communities., • Continue education by participating in LifeLine’s 40-hour annual training requirement., • Other tasks as assigned. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. • Compassion for animals and the people who love and care for them., • Curiosity, problem-solving, and the ability to anticipate residents’ needs are essential in this role., • Must have experience and/or desire for community advocacy work., • Must be comfortable working outdoors for several hours at a time in varying weather conditions and committed to serving the most underserved areas of the community., • Must be able to move/lift 50 lbs, bend frequently, and stand throughout the workday., • Must be comfortable working around all types and temperaments of cats and dogs., • Must be comfortable engaging with a variety of people and able to build rapport quickly., • Must be able to communicate effectively., • Strong verbal and written communication skills., • Strong organizational skills., • Must have basic knowledge of common computer software (Microsoft Office, Google Workspace)., • Ability to follow safety protocols and handle challenging situations with calmness and professionalism., • Ability to adapt to changing circumstances and remain composed under pressure., • Ability to handle seeing and dealing with animals that have been abused, neglected or treated cruelly., • Ability to cope with the emotional impact of possible euthanasia cases., • Must be able to work weekends, holidays, and varying shifts based on shelter needs., • Must have a means of travel that ensures prompt arrival for work shifts., • Must be able to pass a background check and/or DMV check. Education and/or Experience: Minimum of high school diploma. Must be 23 years of age or older and have valid Georgia Driver’s License to meet LifeLine insurance underwriting Guidelines. One or more years’ experience in community outreach preferred. Fear Free Sheltering preferred. Work Environment: While performing the duties of this job, employee may be exposed to unpleasant kennel smells. May have to handle dogs and cats that are stray, injured, diseased or vicious.

Job Description JOIN our dynamic team as a Business / Commercial Lending Credit Analyst, where your expertise in business lending underwriting and portfolio management will be essential. We're looking for an individual who has a proven track record in spreading financials and making insightful credit memo recommendations. If you are driven, detail-oriented, and ready to make an impact in a fast-paced environment, we want to hear from YOU! Title: Credit Analyst / Underwriter - Analyze credit and Underwrite Business / Commercial Loans Pay information: $56,243 - $84,364 Position Status – Full-time Exempt Reports To: Business Lending Manager The listed pay information includes the minimum rate of pay to the max-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector. We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays. Purpose: The primary purpose of this position is to assist Atlanta Postal Credit Union (APCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.” The Business Lending Credit Analyst II role is responsible comprehensive analytical review of commercial loan request and periodic reviews to ensure compliance with commercial lending policies, and procedures. The incumbent provides independent analytical and credit review support to the Business Lending and Business Services areas of the credit union. Essential Duties and Responsibilities: Other duties may be assigned. • Deliver outstanding service to both internal and external members that is in alignment with our Service Promises:, • I promise to be mindful of your time with fast, efficient, courteous, and friendly service., • I promise to demonstrate integrity in all my interactions., • I promise to always treat you with dignity and respect., • I promise to work with fellow employees throughout the credit union to ensure you receive the best possible products, service, and solutions., • I promise to safeguard the security and confidential nature of your financial information., • I promise to greet you with a smile and thank you for your business when your transaction is completed., • I promise to deliver on our mission to help you achieve financial success by providing exceptional products and service., • Deliver outstanding service to both internal and external members that is in alignment with our Service Promises:, • Spread and analyze financial statements, including cash flows, performance ratios, and proformas to develop initial assessments by identifying strengths and weaknesses pertaining to a borrower’s past and future performance., • Coordinate completion and reviews of MBL loan requests of any loan relationship/request size, including commercial vehicles, equipment, and real estate., • Work with Loan Officers in preparing in-depth written analyses on loan relationships for presentation in the approval process. This includes credit investigation of borrowers and guarantors; economic and market conditions as they relate to the company, industry, and market area; historical financial analysis, and analysis of a guarantor’s financial position and cash flow coverage., • Collect and maintain industry data; research industry specific information from outside sources, including conversations with the borrowers, industry publications, credit agencies, etc. Present compiled data and recommends enhancements., • Attend loan approval and loan audit meetings as required and requires the ability to answer questions regarding an analysis of a particular loan proposal. Prepare entire proposal packages, as necessary., • Establish and maintain credit files for each relationship. Ensure that member’s credit information such as loan documentation, financial statements, tax information, insurance binders, credit history from trade references, and correspondence are incorporated in the credit file, are current, and are obtained in a timely manner. Notify management of any violations, and request follow-up to resolve or waive., • Prepare and send out notification letters to members requesting updated credit information and financial statements, as necessary., • Assist the department manager in writing or updating policies and procedures relating to Member Business Lending., • Provide support to management in the development and implementation of special reports and/or special projects to maintain a sound and solid loan origination process., • Perform collateral analysis as needed: appraisals, environmental reviews, flood certs., • Effectively uses written and oral communication skills in daily correspondence and completion of tasks., • Maintains up-to-date knowledge of the products and services offered by the credit union, • As required, may assist management in providing on the job training to other credit analysts in the department., • Maintains up-to-date and comprehensive knowledge and application of all state and federal laws and regulations applicable to business accounts, and commercial real estate transactions., • Adhere to NCUA regulations relating to Member Business Lending., • Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position., • Perform other duties as assigned. Supervisory Responsibilities: No direct reports. Achieves established objectives and results through communications with internal and external stakeholders, managers, and members. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. REQUIRED Education and/or Experience: • A bachelor's degree in a finance, business administration, accounting, or other relative areas of study, • 2 years specific commercial credit analysis experience in a financial institution, • Relative commercial real estate work experience, • Working knowledge of financial analysis software PREFFERED Education and/or Experience: • A bachelor's degree in a finance, business administration, accounting, or other relative areas of study, • Commercial Banking and Credit Analyst (CBCA) or other relative certification(s), • Prior credit analyst work in a credit union, • Previous experience with Symitar Physical Job Requirements: Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 20 pounds. APCU Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. APCU Center Parc Credit Union prohibits harassment based on the same protected classes and criteria. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources. Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

Role: Sr Delivery Manager Location: Atlanta, GA-Onsite Job Type: Fulltime Salary: $120K-$130K+Benefits Job Description: 12 15 years of IT experience with strong Production Support / Run Services background Proven experience in Insurance domain (Life, P&C, Group Benefits preferred) Strong understanding of ITIL processes (Incident, Problem, Change, Service Level Management) Experience with ServiceNow or similar ITSM tools Strong leadership, communication, and crisis management skills Service Delivery & Operations Own end-to-end production support delivery for insurance systems (Policy Admin, Claims, Billing, Underwriting, CRM, Data & Integrations) Ensure compliance with SLAs, KPIs, and availability targets across L1/L2/L3 support Act as single point of accountability for run operations and escalations Incident, Problem & Change Management Lead Major Incident Management for high-severity production issues with effective stakeholder communication Drive root cause analysis (RCA), reduction of repeat incidents, and operational risk mitigation Ensure controlled and compliant change and release management in regulated insurance environments Stakeholder & Governance Management Manage relationships with client IT, business, vendors, and TCS leadership Conduct service reviews, operational dashboards, and executive reporting Ensure compliance with insurance regulatory, audit, and security requirements Team & Vendor Management Lead global onshore offshore support teams within TCS delivery model Ensure optimal staffing, skill readiness, shift coverage, and performance management Govern third-party vendors and ensure service and contract adherence Continuous Improvement Drive automation, shift-left, monitoring improvements, and cost optimization Support transformation initiatives including cloud operations, DevOps, SRE, and AI-enabled support Improve service maturity, knowledge management, and operational efficiency Diverse Lynx LLC is an Equal Employment Opportunity employer. All qualified applicants will receive due consideration for employment without any discrimination. All applicants will be evaluated solely on the basis of their ability, competence and their proven capability to perform the functions outlined in the corresponding role. We promote and support a diverse workforce across all levels in the company.

Job Description Looking for a Senior Relationship Manager with 10–15 years of experience in Middle Market and Large Corporate Banking team with a major International Bank in Atlanta The Middle Market Banking & Large Corporate Banking team at a Major International Bank in Atlanta focuses on delivering comprehensive banking solutions to upper middle-market and large corporate clients. The Senior Relationship Manager will develop and manage a portfolio of clients, providing strategic guidance, financial solutions, and transaction support. This role requires a relationship-oriented professional who can drive business development, manage credit risk, and collaborate across internal teams to execute financing transactions. Key Responsibilities Client Relationship Management & Business Development • Develop new client relationships through proactive business development, leveraging referrals, existing clients, and centers of influence., • Manage existing client relationships, fully understanding clients' goals and business operations., • Provide strategic advice to help clients achieve business objectives while supporting the bank's growth. Transaction Execution & Portfolio Oversight • Prepare initial deal screens and assist in drafting full loan presentations/credit approval memorandums., • Support loan structuring, underwriting, and portfolio monitoring., • Review financial statements, cash flow, and valuations to assess risk and ensure compliance with lending guidelines. Collaboration & Team Leadership • Work closely with Associates, Senior Associates, and Credit teams to execute client requests efficiently., • Guide internal teams in preparing portfolio monitoring reports and responding to approval requests., • Actively identify and mitigate regulatory, operational, and credit risks. Experience • 10–15 years of experience in Middle Market and Large Corporate Banking., • Strong track record of developing and managing client relationships, particularly with upper middle-market clients ($50M–$1B+ in annual revenue)., • Skilled in loan structuring, business development, and credit quality management. Education • Bachelor's Degree in Business, Finance or Accounting., • Completion of a Commercial Banking Training Program is a plus. Skills • Strong financial acumen and ability to analyze financial statements, cash flow, and valuations., • Client-focused with excellent relationship-building and collaboration skills., • Ability to manage a portfolio of commercial banking clients and drive business growth. If you're interested in this position Please Apply Here with your resume. If you're considering your next move or want to explore opportunities, reach out to us to discuss how we can be of help and provide tailored insights on where you fit in -- and where the best career opportunities exist. LinkedIn Job Post: https://www.linkedin.com/jobs/view/4403297963/ Here is a list of All The Jobs we are working on at Libertas Recruiting: https://libertasfsrecruiting.com/find-a-job/

Job Description We’re Hiring! Durham, NC – Mortgage Loan Officer Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions: Contact 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Researches, identifies and generates business leads, networks, contacts, and opportunities; interviews and works with prospective loan clients and other clients to obtain lending business for the bank; cross-sells and market the bank’s mortgage and other banking solutions, • Participates and represents the bank at community functions, events, and activities to develop new lending business opportunities and promote the bank, • Screens mortgage loan requests; educates prospective clients about the bank’s underwriting guidelines and all applicable government regulations, • Obtains required information and documents from prospective loan clients and analyzes financial and credit data, • Obtains, manages, and completes the loan application process for clients; enters loan information into mortgage system accurately; submits loan application files for processing and underwriting approval in timely manner, • Delivers exceptional customer services consistently to all customers and oversees and monitors the entire loan application process and status; communicates effectively with customers, • Establishes and maintains productive and effective working and business relationships with internal and external customers, business lines, real estate agents, construction companies, professional associations and organizations, etc. that enhances the overall marketing efforts of the bank, • Hosts and conducts homebuyers related seminars and educational sessions, • Utilizes bank training opportunities and resources; stays abreast of mortgage industry trends and developments; maintains up-to-date working knowledge of the bank’s lending programs, policies, procedures, regulatory requirements, applicable laws and regulations, • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received. Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships. • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management l, • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Duties and Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications, Skills, and Abilities: • Strong working knowledge of various type of mortgage loans (FHA, VA, Conventional, etc.) in a banking or mortgage environment, • Bachelor’s degree in finance, accounting, economics, marketing, business administration, or related field, • Minimum three (3) years of residential mortgage loan origination, business development experience in a mortgage or banking environment; National Mortgage License System (NMLS) Certification is required, • Good understanding of mortgage and consumer laws, regulations, policies, guidelines, practices, and procedures, • Excellent business development, mortgage, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description We’re Hiring! Commercial Relationship Manager – Raleigh/Durham - NC Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Raleigh and Durham, North Carolina areas; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description THE COMPANY: Low Income Investment Fund (LIIF) is a national community development financial institution (CDFI), headquartered in San Francisco with offices in New York City, Atlanta, Los Angeles, and Washington, D.C., that invests in communities of opportunity, equity and well-being. As a CDFI, LIIF supports projects that have high social value but lack access to traditional financial institutions. Since 1984, LIIF has deployed more than $3.1 billion to serve more than two million people in communities across the country from its five offices. An S&P-rated organization, LIIF funds healthy communities by providing innovative capital solutions. More on LIIF can be found at liifund.org. POSITION SUMMARY: The Manager, New Markets Tax Credits (NMTC), is responsible for the overall asset management of a portfolio of transactions that use NMTCs with or without LIIF loans to support the development of charter school, community health care, childcare, mixed-use and other community facilities. In this function, the Manager, NMTC with work closely with the Deputy Director of New Markets Tax Credits, the Director of Asset Management and Chief Credit Officer. Working closely with the Deputy Director, NMTC, this role will also support LIIF’s organizational-level program and compliance activities for NMTCs, which will require collaboration with various departments within LIIF, including Lending, Finance and Legal as well as external parties outside of LIIF such as NMTC Investors, Borrowers, and other Allocatees. As part of the Lending and New Markets Tax Credit (NMTC) teams, the Manager, NMTC ultimately works to support the achievement of regional and overall Lending and NMTC work plan goals and supports the operational effectiveness of LIIF’s NMTC activities. REPORTING RELATIONSHIPS: The Manager, NMTC reports to the Deputy Director, NMTCs, with a “dotted line” reporting relationship to the Director of Asset Management. MAJOR DUTIES AND RESPONSIBILITIES NMTC Portfolio Management: • Loan Monitoring – The Manager, NMTC is responsible for the ongoing asset management of a portfolio of transactions that utilize LIIF’s NMTC product, including construction loan monitoring and draw approvals. The position includes developing a relationship with each borrower and conducting regular loan monitoring reviews. The Manager, NMTC will prepare credit reviews for each loan on a regular schedule to review overall asset and credit quality, including performance against original underwriting expectations and ongoing compliance with NMTC program requirements. Such reviews evaluate information including borrower/sponsor financial condition and operating performance, rent rolls, project status reports, covenant tracking and compliance, and overall analysis of the credit condition of the borrower/sponsor, as informed by a complete understanding of LIIF’s relationship with and exposure to the sponsor developed in collaboration with the Loan Officer and other LIIF staff. The Manager, NMTC is responsible for risk analysis and making risk rating recommendations to senior management by integrating and analyzing these data and making judgments on their significance and quality., • Construction Disbursement Management - The Manager, NMTC will review and approve the construction draw packages prepared by Loan Administration. This review includes review of disbursement trackers, AIA documentation, construction monitoring’s site observation reports, and title reports. The Manager, NMTC ensures LIIF construction funds are disbursed in compliance with loan documentation, loan budget, lien law, and designated timelines. The Manager, NMTC monitors the construction budget and timeline, and takes proactive steps to support on time and on budget project delivery, which may include regular calls with construction teams, management of budget line-item reallocation, or ensuring borrower secures additional funding for project overages., • Site Visits – The Manager, NMTC conducts regular site visits across a national portfolio and prepares site visit reports for loans in their portfolio in accordance with LIIF’s lending procedures., • Loan Extensions and Modifications – The Manager, NMTC will be responsible for any required loan extensions and modifications in their portfolio. For loans where the borrower is seeking an extension or modification, the Manager, NMTC will work closely with the borrower to provide an assessment of the necessity, feasibility and creditworthiness of such extension or modification, and communicate same with the Deputy Director of NMTCs, Director of Asset Management and the Chief Credit Officer. The Manager, NMTC will conduct an analysis of the credit and then make and support a recommendation as to the extension or modification terms and conditions, if an extension or modification is deemed appropriate., • Non-performing Loans –The Manager, NMTC will work under the direction of the Chief Credit Officer, Deputy Director of NMTC and Director of Asset Management and in collaboration with the Special Assets Manager in managing special attention or non-performing loans in their portfolio that include LIIF debt including but not limited to: conducting site inspections, appraisal reviews, borrower and project financial analyses; participating in developing loan restructuring strategies and alternatives; monitoring compliance with loan restructure agreements, and preparing monitoring reports and action plans., • Portfolio Data Collection and Reporting – The Manager, NMTC will collect portfolio credit data and analysis in support of audits and reports managed by Finance and Originations teams such as those for Standard & Poors, the U.S. Department of Education, and the CDFI Fund., • NMTC Unwinds – The Manager, NMTC will lead the formal unwind process for their NMTC transactions, which occur at the end of the NMTC compliance period. This involves working closely with legal counsel to structure the Unwind, secure internal credit and business approvals, and negotiate the necessary legal documents. NMTC Program Management • NMTC Transaction-level Activities: The Manager, NMTC, working closely with the other members of the NMTC team, leads LIIF’s reporting efforts to the CDFI Fund. This includes management of LIIF’s NMTC-related IT system, engaging with CDFI Fund compliance staff, and leading the completion of LIIF’s annual transaction-level reporting to the CDFI Fund. This will involve collaboration with other NMTC Allocatees on impact data., • Pipeline Development and Deal Closings-Attend industry events/conferences and assist in pipeline development for the NMTC award application. Support Deputy Director, NMTC with deal closing documentation including NMTC compliance and Community Benefits Agreements and Multi-CDE Agreements., • NMTC Award Application Assist the NMTC and Impact Investing teams with the annual NMTC award application to the CDFI Fund through collection and analysis of community benefits information and outcome data., • Advisory Board Assist in preparing and presenting materials to the NMTC Advisory Board. Customer Service: The Manager, NMTC will maintain a positive and professional relationship with LIIF’s internal associates as well as external customers and business partners (which include third party lenders, attorneys, NMTC Investors or other Allocatees) by both initiating and responding promptly to any and all requests in a responsive, consistent, and accurate manner. Other Duties as Assigned. SKILLS REQUIRED: The ideal candidate for this position will have these key qualifications: • 2 or more years of experience in real estate-based lending and/or business lending, including borrower interaction/relationship building, credit analysis, due diligence, and loan documentation;, • Proficiency in analyzing financial statements of for-profit and nonprofit organizations and their real estate operations (in particular, multi-tenant commercial and community facilities occupied by a single tenant). Familiarity with basic accounting principles, financial analysis, and covenant compliance calculations., • Demonstrated experience preparing credit memoranda for loan modifications and extensions, including performing credit analysis, and providing credit recommendations., • Experience with New Markets Tax Credits transactions., • Familiarity with federal, state, and local government funding sources for capital and operating needs of community facilities (e.g., childcare centers, educational programs, health clinics, etc.), • Working experience with both private sector financial institutions and public agencies, • Basic familiarity with business law concepts including contracts, loan collateral, uniform commercial code, creditors' rights and forms of business organization and sufficient knowledge to review and negotiate loan documents., • Proficiency with Microsoft Office Suite Programs, and other database software, • Excellent skills in managing multiple tasks requiring strong attention to detail Education & Requirements • Bachelor’s degree required; advanced degree preferred., • Demonstrated self-motivation, dedication, creativity, and perseverance., • Ability to manage competing priorities with flexibility and adaptability in a fast-paced environment., • Strong teamwork, collaboration, and time management skills required., • Willingness to travel across LIIF’s national locations as needed., • Valid driver’s license required. ADDITIONAL INFORMATION: LIIF offers a hybrid work environment with flexibility to balance in-office and remote work. However, all employees are expected to work on-site at least two (2) days per week. The successful candidate may be expected to travel occasionally for meetings, trainings, conferences, or other Company sponsored events. HOW TO APPLY: Please apply with Resume and Cover Letter via our recruitment portal: Recruitment (adp.com). Notice to Third Party Recruitment Agencies: Please note that Low Income Investment Fund does not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed Recruitment Services Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement Low Income Investment Fund shall explicitly reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of Low Income Investment Fund. We do not accept unsolicited phone calls. Only candidates being considered for a position will be contacted. LIIF, an EOE (Equal Opportunity Employer), believes that diversity ensures excellence. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender, or national origin. Candidates of diverse backgrounds and with diverse experience are strongly encouraged to apply for this position.

Job Description Position: Facilities Supervisor Department: Operations Reports To: Executive Shelter Director Location: 3280 Chamblee Dunwoody Rd, Chamblee, GA 30341 Summary: LifeLine Animal Project is committed to the care and welfare of pets and the people who love them. The values we exhibit as an organization show the strength of our staff, our leadership and our community. We expect all employees to exhibit LifeLine’s core values as we complete daily tasks, provide services to clients and care for our animals. The Facilities Supervisor is responsible for the oversight of the overall upkeep, maintenance, and safety of the shelter’s facilities and grounds. This role includes performing routine maintenance tasks, identifying and addressing issues proactively, and coordinating with outside vendors or specialists when necessary. The Facilities Supervisor also ensures the shelter grounds remain clean, well-maintained, and compliant with health and safety standards to provide a safe and welcoming environment for staff, visitors, and animals alike. Essential Job Functions: This represents a list of essential job duties. Other duties or special projects may be assigned as needed. Uphold the standards and values of LifeLine Animal Project: Save Lives -- Build Community -- Be Exceptional Stewards -- Be Courageous -- Be Compassionate -- Take Responsibility -- Respect, Embrace and Celebrate Diversity Leadership Responsibilities: • Oversee the cleaning contract and supervise the onsite cleaning crew to ensure all services are performed in accordance with agreed standards and scope of work., • Manage and support two Laundry and Custodian Specialists, including scheduling, performance oversight, and ensuring completion of daily tasks., • Act as the primary point of contact for staff and volunteers regarding facility-related issues, concerns, and inquiries., • Serve as the primary liaison with county representatives regarding shelter facility needs, including reporting, tracking, and coordinating repairs and maintenance issues., • Coordinate with the LifeLine Facilities Coordinator at the CAC to borrow and maintain vehicles as needed., • Remain available on an on-call basis to respond to facility emergencies and urgent building issues outside of regular business hours; a work phone will be provided for this purpose. Maintenance and Repairs: • Conduct routine inspections and perform general maintenance on shelter facilities, equipment, and grounds to ensure all areas remain safe, clean, and functional., • Act courageously while identifying maintenance needs that require external support and coordinate with vendors, contractors, or repair services as needed., • Ensure the county maintains the schedule for routine maintenance tasks, such as HVAC servicing, plumbing, electrical work, and other essential systems., • Maintain and update records of all maintenance activities, repairs, and service provider contacts. Grounds and Building Cleanliness: • Oversee and perform tasks to ensure shelter grounds and common areas are kept clean, free of debris, and safe for daily use., • Monitor and manage cleaning supplies, ensuring all necessary tools and materials are readily available., • Supervise waste disposal, recycling programs, and ensure compliance with local regulations. Safety and Compliance: • Take responsibility to conduct regular inspections of the shelter for safety hazards and take immediate action to correct any issues, reporting to the Shelter Director as necessary., • Ensure that the shelter meets health, safety, and regulatory standards, including fire safety protocols and emergency exit maintenance in an effort to save lives., • Keep emergency equipment, such as fire extinguishers and first aid kits, in good working order and up to date. Vendor and Inventory Management: • Act as the onsite point person for the county-approved vendors hired for repairs and maintenance work., • Manage inventory for all maintenance supplies and communicate with LifeLine's Purchasing Programs Manager for orders to ensure there is always stock for essential tasks., • Monitor and manage the facilities budget, obtaining approvals for larger expenditures from the Executive Shelter Director. General Responsibilities: • Respect, embrace, and celebrate diversity by always operating with a judgement-free mindset and welcome visitors with a friendly and professional demeanor., • Help build a community of animal welfare advocates by supporting and compassionately engaging the volunteers who aid LifeLine., • Continue education by participating in LifeLine’s 40-hour annual training requirement., • Exhibit exceptional stewardship by maintaining a clean and tidy work area., • Other tasks as assigned. Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. • Compassion for animals and the people who love and care for them., • Demonstrated ability to coordinate with various departments, personnel, vendors, volunteers and outside agencies., • Ability to serve the public and fellow employees with honesty and integrity., • Proven experience in facility management, building maintenance, or a related field., • Strong organizational and time-management skills with an ability to handle multiple priorities., • Strong problem-solving skills with attention to detail and the ability to work independently., • Excellent communication skills for coordinating with internal staff and external service providers., • Strong organizational, communication, and problem-solving skills., • Ability to work collaboratively with other departments and across all levels of the organization., • Proficiency in basic computer skills., • Ability to adapt to changing circumstances and remain composed under pressure., • Must be able to work weekends, holidays, and varying shifts based on shelter needs., • Must have an acceptable driving record that meets insurance requirements, and be willing to drive as needed for operational purposes while maintaining assigned vehicles in a clean, safe, and service-ready condition., • Must have a means of travel that ensures prompt arrival for work shifts., • Must pass a background check. Education and/or Experience: Minimum of high school diploma or equivalent. Three to five years of experience in facility management, maintenance, or a similar role, preferably in a commercial, shelter, or animal care setting. Minimum of high school diploma. Must be 23 years of age or older and have valid Georgia Driver’s License to meet LifeLine insurance underwriting Guidelines. OSHA certification in General Industry Safety or similar safety training, preferred, certification in facility management or building maintenance, such as IFMA’s Facility Management Professional (FMP) or Certified Facility Manager (CFM), preferred, HVAC, plumbing, or electrical certification preferred. English required, multilingual is a plus. Work Environment: While performing the duties of this job, employees may be exposed to heat, cold, loud noises, and unpleasant odors. May have to handle dogs and cats that are stray, injured, diseased, or otherwise behaviorally challenged. Must be able to sit, stand, walk, stoop/kneel/crouch for up to two-thirds or more of the work day. Heavy lifting of up to and over 50lbs may occur regularly.

Job Description ABOUT QUINN RESIDENCES: Quinn Residences is the leading owner, operator, and developer of purpose-built, dedicated single-family rental communities across the Southeast. Founded in 2020 and headquartered in Atlanta, our mission is to deliver high-quality, well-located homes that offer the best of both worlds: the space and privacy of homeownership with the flexibility and convenience of renting. Each Quinn community is intentionally designed and professionally managed to provide a rich living experience. We offer thoughtfully crafted homes, curated amenities, and a true neighborhood connection, all wrapped in a maintenance-free lifestyle. For more information, visit https://live-quinn.com. JOB TITLE: Senior Asset Manager Reports to: VP, Financial Intelligence & Asset Optimization Location: Atlanta, GA (Hybrid/Onsite) JOB SUMMARY: The Senior Asset Manager owns the performance and strategic oversight of a growing portfolio of build-to-rent communities. This is a high-impact, analytical role for someone who thinks strategically, challenges conventional approaches, and uses data to drive decisions. In addition to community-level performance oversight, this person will help shape portfolio allocation strategy and develop creative approaches to demand generation and market positioning. The ideal candidate brings experience across residential real estate (build-to-rent, scattered-site single-family rental, multifamily, student housing, or senior housing) and has a strong foundation in asset management, financial analysis, and investment strategy. JOB RESPONSIBILITIES: • Oversee day-to-day asset performance across a portfolio of build-to-rent communities, • Partner with Quinn’s in-house property management team to drive leasing performance, operational efficiency, and resident satisfaction, • Review and analyze monthly financials, operating metrics, and variance reports; identify trends and recommend action plans, • Lead annual budget review and approval process in collaboration with property management teams, • Support and execute asset-level business plans, including value-add initiatives and operational improvements, • Assist with acquisitions, dispositions, and recapitalizations, including underwriting, due diligence, and transition planning, • Support asset-level lender diligence in connection with debt financing and credit facilities; partner with the Acquisitions team to prepare community-level documentation and serve as a resource on open lender compliance matters, • Develop and maintain financial models to evaluate property performance and inform hold/sell/refinance decisions, • Monitor capital projects and ensure alignment with budget, timeline, and overall asset strategy, • Prepare investment summaries, performance reports, and presentations for internal leadership and capital partners, • Stay informed on market conditions, rental trends, and competitive positioning across target markets, • Champion a data-driven approach to asset management; build and maintain analytical frameworks that replace gut-based decision-making with structured performance metrics, trend analysis, and evidence-based action plans across the property management team, • Develop and execute creative demand-generation and market positioning strategies at the community level; identify non-traditional leasing channels, partnership opportunities, and competitive differentiation tactics to drive absorption and sustained occupancy, • Conduct portfolio allocation analysis at the market and submarket level; develop recommendations on concentration risk, capital deployment prioritization, and strategic positioning across Quinn’s Southeast footprint QUALIFICATIONS: • 5–8 years of experience in real estate asset management, with at least 3 years in a dedicated asset management role, • Experience with residential asset classes required; build-to-rent strongly preferred; scattered-site SFR, multifamily, student housing, or senior housing acceptable, • Bachelor’s degree in Finance, Real Estate, Business, or related field, • Strong financial and analytical skills, including proficiency in Excel and financial modeling, • Understanding of property operations, leasing strategy, and asset-level performance drivers, • Demonstrated ability to drive data-driven decision-making; capable of building analytical frameworks and pushing back on purely intuition-based approaches with evidence, • Excellent communication and organizational skills with the ability to manage multiple priorities, • Willingness to travel periodically to communities across the Southeast portfolio PREFERRED QUALIFICATIONS: • Direct experience with build-to-rent communities or other purpose-built, institutionally managed residential portfolios, • Exposure to acquisitions, underwriting, and capital markets activity, • Familiarity with property management and reporting systems (e.g., Yardi, RealPage, or similar), • Familiarity with AI tools in a real estate or operational context; comfort with emerging technology and an interest in applying it to asset management workflows, • Experience developing creative leasing, demand-generation, or market positioning strategies; track record of thinking beyond conventional approaches to drive absorption SKILLS: • Asset management and portfolio performance oversight, • Financial management, financial analysis, and investment evaluation, • Real estate finance, including capital budgeting and real estate financing, • Data-driven decision-making; analytical framework development and performance measurement, • Leasing strategy, resident acquisition, and occupancy optimization, • Portfolio allocation analysis; market and submarket strategy and concentration assessment, • Knowledge of Yardi or similar property management software, • Negotiation skills with the ability to balance operational and financial objectives, • Broad knowledge of real estate markets and asset classes COMPENSATION & BENEFITS: • Salary and bonus dependent on experience, • 401(k) plan including company match, • Medical (company funded), Dental & Vision Insurance, • Paid Time Off and Company Holidays

Job Description We’re Hiring! Senior Commercial Relationship Manager – Nashville, TN Step into the dynamic world of Citizens Trust Bank, where a century-long legacy meets today’s financial trends. We're all about customized financial services and innovative solutions to meet our awesome customers' ever-changing needs. With values like Integrity, Accountability, Respect, Innovation, Service Excellence Collaboration, and Leadership, we're on a mission to pave the way for financial success across generations. Joining the CTB team of professionals means engaging in a world of personal growth and professional triumphs. If you meet the qualifications and are eager to be part of our excellence-driven team, visit us at www.ctbconnect.com/careers to apply. Have questions or need to chat? Call us at 404-575-8262. We can't wait to welcome like-minded individuals who are all about chasing excellence and uplifting our community. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Nashville, Tennessee area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description We’re Hiring! Commercial Relationship Manager – Houston, Texas Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Houston, Texas area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA #ZR • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description We’re Hiring! HOUSTON METROPOLITAN– Mortgage Loan Officer Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions: Contact 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Researches, identifies and generates business leads, networks, contacts, and opportunities; interviews and works with prospective loan clients and other clients to obtain lending business for the bank; cross-sells and market the bank’s mortgage and other banking solutions, • Participates and represents the bank at community functions, events, and activities to develop new lending business opportunities and promote the bank, • Screens mortgage loan requests; educates prospective clients about the bank’s underwriting guidelines and all applicable government regulations, • Obtains required information and documents from prospective loan clients and analyzes financial and credit data, • Obtains, manages, and completes the loan application process for clients; enters loan information into mortgage system accurately; submits loan application files for processing and underwriting approval in timely manner, • Delivers exceptional customer services consistently to all customers and oversees and monitors the entire loan application process and status; communicates effectively with customers, • Establishes and maintains productive and effective working and business relationships with internal and external customers, business lines, real estate agents, construction companies, professional associations and organizations, etc. that enhances the overall marketing efforts of the bank, • Hosts and conducts homebuyers related seminars and educational sessions, • Utilizes bank training opportunities and resources; stays abreast of mortgage industry trends and developments; maintains up-to-date working knowledge of the bank’s lending programs, policies, procedures, regulatory requirements, applicable laws and regulations, • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received. Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships. • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management l, • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Duties and Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications, Skills, and Abilities: • Strong working knowledge of various type of mortgage loans (FHA, VA, Conventional, etc.) in a banking or mortgage environment, • Bachelor’s degree in finance, accounting, economics, marketing, business administration, or related field, • Minimum three (3) years of residential mortgage loan origination, business development experience in a mortgage or banking environment; National Mortgage License System (NMLS) Certification is required, • Good understanding of mortgage and consumer laws, regulations, policies, guidelines, practices, and procedures, • Excellent business development, mortgage, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job DescriptionAbout Kasa Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. We partner with owners of multifamily and boutique hospitality properties to deliver stylish, professionally managed accommodations to business and leisure travelers alike. We took the best that hotels and short-term rentals had to offer and created a new class of hospitality that is well-priced, reliable, and offers a large selection of great locations. Unlike traditional hotel operators, we prioritize automation, AI-driven pricing, and data-driven decision-making to optimize revenue and improve guest experiences. Behind the scenes, we build technology that combines with our innovative operations to grow a globally scalable offering that delivers high-quality stays to guests. Our guests enjoy seamless check-ins, caring service, and attractive amenities — and if anything comes up, our on-site and remote guest experience team is available throughout their stay, ensuring our hospitality is rarely seen but always felt. The Role As Senior Director, Legal at Kasa, you'll serve as the company's commercial legal leader, protecting and enabling the business across commercial contracts, litigation, risk, employment, corporate governance, and regulatory compliance. You will report directly to the CEO and serve as a member of Kasa's leadership team, advising executives on legal, regulatory, and risk considerations that impact company strategy, operations, and growth. You'll partner closely with teams across commercial, operations, finance, and people to build scalable legal infrastructure that supports a fast-moving, tech-enabled hospitality platform operating across 85+ properties in the US and internationally. This role requires deep legal judgment, a bias for practical solutions, and the ability to manage complexity across multiple legal disciplines, all while operating as a true business partner, not just a legal gatekeeper. Unleash your career potential at Kasa We're building a tech-enabled global hospitality brand that unleashes the potential of livable space. Hospitality is at the core of who we are, and we are committed to providing our teams the same care we give our guests, neighbors, and partners. Required Attributes • Business-First Legal Thinker: Approaches legal work as a strategic partner to the business, identifying risk, recommending solutions, and enabling decisions rather than blocking them, • Commercial Contracts Expert: Drafts, negotiates, and manages a broad range of commercial agreements with a focus on appropriate risk allocation and efficient contracting at scale, • Litigation Strategist: Manages disputes and litigation with a clear-eyed view of exposure, cost, and business impact. Knows when to fight and when to resolve, • Risk and Insurance Owner: Designs and manages the company's insurance portfolio and risk transfer strategy, partnering with operations and commercial teams to protect the business, • Employment Counsel: Advises HR and leadership on workforce risk across 25+ states, maintaining defensible employment practices and reducing litigation exposure, • Corporate and Transactional Leader: Manages entity governance, supports financing transactions, and leads internal legal workstreams on strategic asset deals, • IP and Privacy Steward: Oversees the company's trademark portfolio and ensures compliance with applicable privacy and data protection laws, • Team Builder: Leads the company's regulatory team and manages outside counsel relationships with a focus on cost-effective, high-quality outcomes, • Culture Cultivator: Possesses a genuine passion for being part of a world-class team that not only succeeds individually, but positively influences teammates to engage, grow, and exceed expectations for KasaKey Responsibilities Commercial Contract Negotiation • Draft, review, and negotiate a broad range of commercial agreements, including software, hardware, onsite vendor, group sales, corporate rate, and event space agreements, with a focus on appropriate risk allocation, • Develop new and maintain existing contract templates and self-service workflows within Ironclad, enabling efficient contracting while maintaining consistent risk and approval standards, • Maintain and improve the company's contract procurement and approval framework, enforcing controls that ensure required stakeholder approvals, adherence to signatory policies, and centralized tracking and renewal management Litigation and Dispute Management • Manage the company's litigation and pre-litigation disputes, setting strategy, evaluating exposure, and driving early resolution when appropriate, • Select, supervise, and direct outside litigation counsel to ensure cost-effective outcomes consistent with the company's risk tolerance and business objectives, • Advise executive leadership on claims exposure and decisions concerning escalation or settlement of disputes Insurance and Risk Transfer • Manage the company's insurance portfolio, including program design, broker selection, policy procurement and renewal, coverage analysis, and claims management, • Lead underwriting strategy and renewal processes, ensuring accurate risk presentation and clear communication of the company's evolving business model to underwriters, • Partner with commercial and operations teams to ensure vendor and service-provider agreements include robust indemnification provisions and insurance requirements, • Serve as internal owner for all insurance claims, coordinating with brokers, carriers, and business stakeholders to manage claims efficiently and mitigate financial and operational impact, • Develop and implement risk management policies, procedures, and training programs to reduce loss exposure and maintain strong underwriting profiles Employment • Advise the People Department and business leadership on workforce risk matters, with a focus on reducing employment litigation exposure and regulatory risk, • Partner with outside employment counsel to draft and maintain key employment documents, including offer letters, arbitration agreements, PIIA templates, the employee handbook, and incentive compensation plans, • Partner with the People Department to design, implement, and update company policies, procedures, and trainings to promote consistency and support defensible employment practices across 25+ states Corporate Governance, Financing, and Transactions • Manage corporate governance and entity compliance for the company and its domestic and international subsidiaries, • Lead internal legal work streams and partner with outside counsel on equity and debt financings as well as strategic asset deals Product, Intellectual Property, and Privacy • Manage the company's intellectual property assets, including maintenance and expansion of its trademark portfolio, • Advise and train business units on privacy and data protection matters, including compliance with state, federal, and international privacy laws, biometric data requirements, TCPA obligations, and data subject rights, • Maintain and update the company's internal and external policy documents, including website terms of service, Guest Accommodation Agreement, and Privacy Policy Leadership and Management • Serve as a member of the company's leadership team, advising executives on legal, regulatory, and risk considerations impacting company strategy, operations, and growth, • Strategically select and oversee outside counsel to address specialized legal needs efficiently, • Manage the company's regulatory team, responsible for regulatory diligence of new hotel and short-term rental management deals and the procurement and renewal of operational licenses and permits across all managed locationsQualifications, • 8+ years of relevant experience, with at least three years as in-house counsel supporting an operating company, preferably in the hospitality industry, • J.D. from a top-tier accredited law school in the United States, • Bar admission and active membership in a U.S. state, • Comfortable working with Google Suite, Slack, Ironclad or similar contract management software, and leading AI toolsOur Interview Process We have received an immense amount of interest in this role. As a result, we are doing things a little differently to ensure we create a meritocratic process for candidates. The first step for all candidates is a short Vervoe assessment, which takes about 45 minutes to complete. It's a great way to get a feel for the day-to-day work, and it also helps us see your skills in action beyond what's on your resume. Want to learn more about the Kasa experience? Save 15% on kasa.com Benefits Kasa Travel Credit: We love to travel! Kasa employees get an allowance of free stays with us in any of our locations, plus a discount on any night for friends and family. • The Pay: The starting base pay range for this role is between $200,000 and $225,000 and is set based on multiple considerations, including business needs, market demands, talent availability, experience, and unique skills and attributes. The base pay range is subject to change and may be modified. This role may also be eligible for equity, bonus, perks, benefits, and Kasa Travel Credits. Remote Work: With flexibility as a core value, and over three-quarters of the team working remotely, Kasa employees are able to work from anywhere! Generous Stock Option Plan: We believe the success of our business should be shared with our team. As you grow with us, we increase the opportunities for you to become part-owners of our company. Flexible PTO: Full-time exempt Kasa employees are encouraged to take time off as they need and see fit, ensuring that it's not disruptive to their work. Health Coverage: We've invested in comprehensive health insurance options to help when you need it most, including a company-sponsored plan with fertility coverage. 401(k) Plan: As you invest in yourself and your future, Kasa invests in you too. Other Perks: Qualifying full-time roles are eligible for a wi-fi stipend, home office stipend, and more! Kasa is an Equal Opportunity Employer. We do not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by law. All employment is decided based on qualifications, merit, and business need. Kasa is an E-Verify participant. We will verify the identity and employment eligibility of all persons hired to work in the United States by matching information employees provide on the Form I-9 against records available to the Social Security Administration (SSA) and the Department of Homeland Security (DHS). You may find more information here and here. Kasa does not accept unsolicited resumes from individual recruiters or third party recruiting agencies in response to job postings. No fee will be paid to third parties who submit unsolicited candidates directly to our hiring managers or People & Talent team. A Note on Recruiting & Job Scams The Kasa Talent Acquisition team will only communicate from email addresses that use the URLs kasa.com and us.greenhouse-mail.io. We will not use apps such as Facebook Messenger, WhatsApp, or Google Hangouts for communicating with you. We will never ask you to send us money or technology to work for our company. If you believe you are a scam victim, please review your local government consumer protections guidance and reach out to them directly. US-based applicants may refer to this article from consumer.ftc.gov for more details.

Job Description Do you have 3 - 5 years past work experience performing Mortgage Post Closing tasks for a Credit Union, Bank, or related financial institution? Audit closed loan packages, Clear conditions, and ensure mortgage loan compliance. Title: Mortgage Post-Closing Specialist Position Status – Full Time non-exempt (Hourly) Reports To: Retail Credit Underwriting Manager Target hiring pay range: $21.10 - $26.37 per hour The listed pay information includes the minimum rate of pay to the mid-point rate of pay for the posted position The actual compensation for this position may vary based upon, but not limited to, licenses or certifications, education or equivalent work experience, market data, qualifications, relevant experience, prior work and performance history, geographic location, and business sector. We believe great work is to be rewarded with great benefits. Our benefits include, but aren’t limited to, Medical coverage with generous company contributions, Dental with employee only coverage paid by the company, Vision with employee only coverage paid by the company, Paid Time-Off, 401k plan with a defined company match, company paid long-term disability, short term disability, and company paid holidays. Purpose: The primary purpose of this position is to assist Center Parc Credit Union (CPCU) to live out our Mission, “To help our members achieve financial success by providing exceptional products and service.” The Mortgage Post-Closing Specialist is responsible for ensuring mortgage loans are properly documented, audited, and delivered post-closing to meet investor, regulatory, and internal requirements. This includes a comprehensive review of all loan packages and final confirmation that all legal and secondary documents are executed properly. Essential Duties and Responsibilities: Other duties may be assigned. • Adhere to and deliver on Center Parc’s core values:, • Serve Exceptionally, • Commit to Better, • Find the Fun, • Invest in Integrity, • Follow the Numbers, • Go Forth and Conquer, • Protect with Passion, • Ensure all required documents (notes, mortgages, Deeds of Trust, assignment riders, disclosures, title endorsements, flood insurances, taxes, PMI, etc.) are present, properly executed with correct signatures and dated, and properly recorded., • Identify, research, and resolve post-closing exceptions, document errors, missing documents, and title or vesting issues through follow up with origination, closing, underwriting, title companies, and other third-party vendors., • Verify recording of security instruments and maintain tracking of recording confirmations documents and final title policies; obtain and file recorded documents., • Ensure the loan file meets specific secondary market investor requirements to facilitate a seamless sale (includes clearing Guild post-closing conditions)., • Prepare and deliver loan files and electronic documents to investors; complete required delivery schedules and reporting., • As applicable, Coordinate with custodians and warehouse lenders regarding funding documentation, endorsements, and custodial deliveries., • As needed, prepare package supplemental documents (mortgage assignments, satisfactions, estoppel certificates)., • Update loan origination and post-closing tracking systems with statuses, documentation, and status notes; Compare the final loan data in Meridian Link Mortgage/Meridian Ling Consumer against the physical or digital documents to ensure 100% accuracy in interest rates, loan terms, and borrower information., • Maintain logs of common errors or reoccurring issues; recommend process improvements to reduce exceptions, shorten delivery timelines, and improve file quality., • Complete request of varying degrees of complexity; some moderate in nature and others requiring extensive research and problem-solving skills to identify and resolve issues., • Ensure loan compliance and adhere to the provisions of the Fair Credit Reporting Act (FCRA), Military Lending Act (MLA), Equal Credit Opportunity Act (ECOA), Truth in Lending Act (TILA), Fair Housing Act (FHA), the Universal Code (UCC), Regulation Z, Home Mortgage Disclosure Act (HMDA),and any other state or federal regulation associated with the granting of credit that are applicable to this position, • Demonstrate strong attention to detail, with the ability to review complex financial documents and identify errors or omissions., • Effectively use written and oral communication skills in daily correspondence and completion of tasks and consistently presents a positive image of the Credit Union, • Exhibit strong organizational skills and the ability to manage multiple loan packages simultaneously., • Maintain positive and productive working relationships with all internal and external stakeholders., • Demonstrate effective time management and prioritize daily work to meet deadlines and goals., • Attend ongoing training as needed, including on and off-site workshops and webinars to maintain a prominent level of knowledge related to the position., • Comply with all aspects of BSA/AML and OFAC regulations as they relate to this position., • The ability to travel overnight or to other business locations is less than 5%., • Other duties as assigned. Supervisory Responsibilities: No direct reports. May manage day-to-day tasks through indirect reporting relationships or through a matrixed management approach and the ability to collaboratively interact with internal and external partners. Qualification Requirements: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/pr ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. REQUIRED Education and/or Experience: • An associate’s degree in business management, business administration, related field of study or 2 years’ related mortgage closing work experience in lieu of a degree, • 3 years mortgage post-closing, mortgage operations or equivalent work experience, • Proficiency with 10-Key calculator, keying skills, Microsoft Office software, and document imaging systems, • A working knowledge and understanding of mortgage regulations, compliance, and mortgage loan products PREFFERED Education and/or Experience: • A bachelor’s degree in business management, business administration, related field of study or an additional 2 years of specific mortgage post-closing work experience in lieu of a degree, • 4 years of mortgage loan processing experience in a credit union, • Familiarity with investor guidelines (Fannie Mae, Freddie Mac, Ginnie Mae, other secondary investors), • Certified Mortgage Processor certification (CMP) or other certifications related to the position, • Advanced understanding of mortgage regulations, compliance, and mortgage loan products, • Proficiency with loan origination systems (LOS), Symitar ,and Meridian Link Mortgage Physical Job Requirements: Must be physically able to operate a variety of automated office machines such as calculator, computer, printer, facsimile, telephone, copier, etc. Must be able to stand, bend and stoop as needed. Must be able to lift and/or carry weights of 5 to 25 pounds Center Parc Credit Union is an equal opportunity employer committed to providing equal opportunities to applicants and our policy is not to discriminate against any applicant or employee based on race, color, sex, religion, national origin, disability status or veteran status or any other basis protected by applicable federal, state, or local laws. Center Parc Credit Union prohibits harassment based on the same protected classes and criteria. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. The requirements for the position listed are general and are not all inclusive. If you have any questions concerning this position, please contact Human Resources. Please note that an employment offer, and your continued employment are contingent upon acceptable results of a background and credit check, and satisfactory proof of your right to work in the U.S.

Job Description Business Title: Financial Analyst, Asset Management Business Vertical: Asset Management – Office/Hospitality/Multifamily/Industrial Location: Work from Office: Downtown Atlanta, GA Reports To: Vice President, Asset Management Category: Full-time FLSA Status: Exempt Founded by famed architect John Portman in the 1950s, Portman is a privately owned national real estate investment, development and management firm focused on delivering premier quality office, hospitality, residential, industrial, and mixed-use projects prioritizing occupant experience through first class execution. The diversified, full-service company has developed over 80 million square feet of landmark real estate assets and currently has over $3B in projects throughout eleven markets across the country employing an unequaled pedigree of experience, industry knowledge, and commitment to excellence. Portman has established a successful global network and has a proven track record with the world’s top financial institutions. Teams in the company’s national offices seamlessly connect to develop, finance, and manage a diverse portfolio in the key strategic and emerging markets throughout the country. Portman Holdings continues to achieve success through investor, partner and client relationships that deliver exceptional real estate assets and innovative, experiential places. For more information, visit: www.portmanholdings.com SUMMARY: This role consists of delivering asset management business objectives for under-development and operating properties, including office, hospitality, multifamily, industrial and mixed-use assets. The Analyst will be responsible for financial modeling and cash flow forecasts, financial and operating performance analysis, preparing lender/owner reports, and assisting with developing board presentations. Additional responsibilities include the collection and evaluation of monthly financials with variance analysis to budgets and underwriting. RESPONSIBILITIES: • Support performance and value maximization of an operating portfolio of office, hospitality, multifamily, industrial and mixed-use assets, • Support Asset Management through financial modeling of assigned assets, including ARGUS models, investment returns, asset budgets, and operating pro-formas., • Develop dashboards for project performance and cross-project comparisons., • Produce and maintain detailed forecasts of income and expenses., • Manage the monthly and quarterly Lender and Investor reporting requirements., • Track and monitor escrow reimbursement from lenders., • Create and maintain investment models and cash flow forecasts including debt-service coverage ratio and other loan covenants., • Attend Owner meetings with Operators and Property Managers with the Asset Manager, documenting key action items and following-up on their resolution., • Create document abstracts for key contracts, leases, operating agreements, loan documents, etc., and ensure compliance with key provisions and deliverables., • Assist with managing the annual property budget process working with accounting to ensure that the budget and master file data are properly established in the system and that correct reports are generated and communicated., • Maintain and continuously improve upon functionality of Portman’s Investment and Asset Management Budget models., • Follow and control expenditures, including capital project coordination, to ensure assets are performing within budget., • Provide asset details and support in report creation and standardization, and responding to ad hoc reporting requests of Portman entities, investors, lenders and joint venture partners., • Support due diligence efforts and assist in the closing of capital events including dispositions, refinances, and partner buyouts., • Any additional tasks as required in support of the Asset Management and greater Portman team’s goals to maximize the investment returns of the projects and new developments. REQUIRED EDUCATION, KNOWLEDGE, SKILLS & ABILITIES: • Degree in real estate, engineering, finance, hospitality, or similar fields, preferred, • 2+ years of experience in the asset management of institutional real estate, with hospitality, office, and/or multifamily exposure strongly preferred, • Working understanding of key real estate agreements including leases, purchase and sale agreements, management and leasing agreements, partnership agreements and loan agreements., • Strong demonstrated knowledge of financial modeling and accounting concepts, • Solid understanding of real estate investment returns, waterfalls and loan mechanics., • Exceptional analytical skills with careful attention to detail and accuracy., • Proficiency in Microsoft Office, particularly Excel., • Strong working knowledge of ARGUS, • Yardi experience a plus, • Excellent organizational skills with the ability to plan, prioritize, and manage multiple tasks, • Ability to work independently with minimal direction and oversight, • Travel required up to 25% with overnight stay Portman is deeply committed to building a workplace and global community where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neurodiversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds. Portman is committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process.

Job Description We’re Hiring! Residential Mortgage Loan Processor Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Reviews and verify residential loan application files to verify that application data is complete and meets established standards, including but not limited to loan type and amount of mortgage, borrower(s) assets, liabilities, and length of employment, • Recommend loans be denied due to not meeting minimum standard, • Contact the credit bureau and employer to verify accuracy of information. May require submitting accurate information to credit bureau for verification and/or re-scoring purposes., • Facilitating the gathering of loan conditions and submission for final loan approval to meet established loan closing dates, • Communicate loan status to sales partners, • Develops and maintains knowledge of regulations and compliance while complying with company policies and secondary market requirements pertaining to credit/security standards and regulatory requirements relative to conventional, government and self-employed loans, among others; industry standard conveyance/settlement procedures; current real estate laws and appraisal requirements, • Have 2-3 years of experience processing FHA or VA loans preferred, • Keep abreast of changes in policies, standards, and regulations applicable to work units. Understand and apply local, state, and federal regulations relating to processing mortgage loans, • Promotes and provides excellent customer service by effectively communicating and cooperating with all internal and external customers, • The nature of communication activities involves distributing and exchanging information with others, working with confidential information, following up with customers, referring customers to appropriate person(s), composing correspondence and memoranda. Prepare documents and forms with accuracy and attention to detail, • Functionality and operation of software programs (i.e. word processing, spreadsheet and database) sufficient to perform job duties. Use of Automated systems for processing in order to verify and ensure the accuracy of data input/output, • General office practices and customer service skills. Operation of office equipment at an acceptable level of proficiency, • Interpretation and application of loan processing policies and procedures in order to correct errors and resolve discrepancies. Apply principles, practices, and regulations applicable to mortgage lending and secondary market, • Working as liaison between customer and loan officer, • Assisting loan officer with each file submission, • Understanding of appraisal and underwriting process, • Complete assigned work to meet deadlines in a high production environment, • Study a situation and decide on the course of action based on analysis and within scope of authority, • Contribute to productivity of team through mentoring newly hired processors, • To assist Team Manager with day-to-day functions Qualifications: • Minimum of three (3) years of mortgage loan processing and/or related experience, • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description Job Title: Analyst Hospitality Strategic Operations Group: Hospitality Location: Atlanta, GA Reports To: Manager Hospitality Strategic Operations COMPANY Founded by famed architect John Portman in the 1950s, Portman is a privately owned national real estate investment, development and management firm focused on delivering premier quality office, hospitality, residential, industrial, and mixed-use projects prioritizing occupant experience through first class execution. The diversified, full-service company has developed over 80 million square feet of landmark real estate assets and currently has over $3B in projects throughout eleven markets across the country employing an unequaled pedigree of experience, industry knowledge, and commitment to excellence. Portman has established a successful global network and has a proven track record with the world’s top financial institutions. Teams in the company’s national offices seamlessly connect to develop, finance, and manage a diverse portfolio in the key strategic and emerging markets throughout the country. Portman Holdings continues to achieve success through investor, partner and client relationships that deliver exceptional real estate assets and innovative, experiential places. For more information, visit www.portmanholdings.com POSITION SUMMARY The Analyst Hospitality Strategic Operations is a newly created role based in Atlanta, GA. Reporting to the Manager Hospitality Strategic Operations, the position is responsible for financial modeling and cash flow forecasts, financial and operating performance analysis, preparing owner/lender reports, and assisting with ad-hoc analysis related to operating hotels, as well as the hospitality platform’s acquisition and development pipeline. Additional responsibilities include the collection and evaluation of monthly financials with variance analysis to budgets and underwriting. Portman’s current hotel portfolio consists of seven hotels (3,079 rooms) in five North American markets: Hyatt Regency Salt Lake City; Westin Charlotte; Westin Cincinnati; InterContinental San Diego; SpringHill Suites / Residence Inn San Diego; Hotel Indigo Downtown Atlanta; Kimpton Sylvan Buckhead Atlanta. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Keep current on all market activity and performance, specifically the markets in which current and pipeline assets are situated, including supply and demand changes, transactions, and performance trends., • Support performance and value maximization of the existing hospitality portfolio., • Support Asset Management through financial modeling, including investment returns, asset budgets, and operating pro-formas., • Develop dashboards for performance analytics and cross-project comparisons., • Produce and maintain detailed forecasts of income and expenses., • Use property management inputs, industry analysis/benchmarking, accounting, financial analysis and computer modeling fundamentals to analyze project operations, business plans, capital investments, sales & marketing plans, and strategic alternatives., • Attend Owner meetings with Operators and Property Managers with the SVP and/or Manager Hospitality Strategic Operations, documenting key action items and following up on their resolution., • As required, assist Portman’s hospitality acquisition and development teams in underwriting and assessing acquisition, development, and special project opportunities (re-flagging opportunities, hotel license renewals, third-party leasing, hospitality company acquisitions, etc.). Provide market analysis, program and positioning input, and operational input to relevant stakeholders during the underwriting of new investments and development projects., • Support due diligence efforts and assist in the closing of capital events including dispositions, refinances, and partner buyouts., • Create document abstracts for key contracts, leases, operating agreements, loan documents, etc., and ensure compliance with key provisions and deliverables., • Provide asset details and support in report creation and standardization, and responding to ad hoc reporting requests of Portman entities, investors, lenders and joint venture partners., • Any additional tasks as required in support of the Asset Management and greater Portman team’s goals to maximize the investment returns of the existing portfolio and the hospitality platform’s acquisition and development pipeline. REQUIREMENTS • Degree in real estate, engineering, finance, hospitality, or similar fields preferred., • 2+ years of experience in the asset management of institutional real estate, with hospitality exposure strongly preferred., • Working understanding of key real estate agreements including leases, purchase and sale agreements, management, franchise and leasing agreements, partnership agreements and loan agreements., • Strong demonstrated knowledge of financial modeling and accounting concepts, • Solid understanding of real estate investment returns, waterfalls and loan mechanics., • Exceptional analytical skills with careful attention to detail and accuracy., • Proficiency in Microsoft Office, particularly Excel., • Excellent organizational skills with the ability to plan, prioritize, and manage multiple tasks., • Travel required up to 20%. Portman is deeply committed to building a workplace and global community where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, neurodiversity, disability, age, or veteran status, or any other non-merit based or legally protected grounds. Portman is committed to providing reasonable accommodations to qualified individuals with disabilities in the employment application process.

Job Description We’re Hiring! HOUSTON METROPOLITAN– SENIOR COMMERCIAL RELATIONSHIP MANAGER Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Houston area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received. Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships. • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Duties and Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications, Skills, and Abilities: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations. • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more #ZR

Job Description We’re Hiring! Nashville, TN – Mortgage Loan Officer Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions: Contact 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Researches, identifies and generates business leads, networks, contacts, and opportunities; interviews and works with prospective loan clients and other clients to obtain lending business for the bank; cross-sells and market the bank’s mortgage and other banking solutions, • Participates and represents the bank at community functions, events, and activities to develop new lending business opportunities and promote the bank, • Screens mortgage loan requests; educates prospective clients about the bank’s underwriting guidelines and all applicable government regulations, • Obtains required information and documents from prospective loan clients and analyzes financial and credit data, • Obtains, manages, and completes the loan application process for clients; enters loan information into mortgage system accurately; submits loan application files for processing and underwriting approval in timely manner, • Delivers exceptional customer services consistently to all customers and oversees and monitors the entire loan application process and status; communicates effectively with customers, • Establishes and maintains productive and effective working and business relationships with internal and external customers, business lines, real estate agents, construction companies, professional associations and organizations, etc. that enhances the overall marketing efforts of the bank, • Hosts and conducts homebuyers related seminars and educational sessions, • Utilizes bank training opportunities and resources; stays abreast of mortgage industry trends and developments; maintains up-to-date working knowledge of the bank’s lending programs, policies, procedures, regulatory requirements, applicable laws and regulations, • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received. Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships. • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management l, • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Duties and Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications, Skills, and Abilities: • Strong working knowledge of various type of mortgage loans (FHA, VA, Conventional, etc.) in a banking or mortgage environment, • Bachelor’s degree in finance, accounting, economics, marketing, business administration, or related field, • Minimum three (3) years of residential mortgage loan origination, business development experience in a mortgage or banking environment; National Mortgage License System (NMLS) Certification is required, • Good understanding of mortgage and consumer laws, regulations, policies, guidelines, practices, and procedures, • Excellent business development, mortgage, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description We’re Hiring! Senior Commercial Relationship Manager – Atlanta, Georgia Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the growing needs of our customers. We are committed to our institution’s values of Integrity, Collaboration, Innovation, Service Excellence, Respect, Accountability, and Leadership, all of which are needed to continue our mission of empowering generations for financial success. By joining our team, you can expect opportunities to enhance personal accomplishments and professional growth. Interested in this position and meet the qualifications and requirements? Apply at www.ctbconnect.com. Questions? Contact us at 404-575-8262. Position Summary: Responsibilities include but are not limited to the following: • Targets and maintains extensive contact with individuals, businesses, and centers of influence with a focus on the metro Atlanta, Georgia area; maintains extensive contact with customers and the community; plans and schedules proactive visits to prospective customers; aggressively competes for loans, deposits, and other banking relationships, establishes effective and lasting business relationships; responds quickly to referrals; evaluate the creditworthiness of prospective customers ahead of submission to underwriting., • Achieves all established goals, objectives, and expectations, including funded commercial loan goals, portfolio growth goals, deposit growth goals, fee goals, and other bank products, services, solutions, and objectives while increasing customer satisfaction., • Attends, participates, promotes, and represents the bank at business, professional, and community events, meetings, organizations, associations, programs, functions, and activities to support and broaden company image and visibility. Serves on company, business, and other bank-related professional committees, boards, and other related functions; participates in CRA activities, community organizations, and projects., • Analyzes, reviews, and structures new loan requests, including highly complex loans of various loan types and industries, while maintaining strong knowledge of the credit approval process and gathering and compiling financial documents to submit for the credit package., • Manages all aspects of relationships to ensure maximum profitability and credit quality, including new cross-sell business opportunities, loan renewals, and problem loans as needed., • Works closely with other internal bank associates and departments to successfully accomplish overall production goals and objectives., • Maintains a sound working knowledge of all products, services, and solutions offered by the bank, its subsidiaries, strategic alliances, third-party vendors, and competitors. Stays abreast of all aspects of banking, business development, new banking trends, banking laws and regulations, developments, practices, and programs., • Demonstrates commitment to excellence; consistently provides superior customer service to all internal and external customers, vendors, service providers, and prospective customers; checks and promptly responds timely to all voice mail messages, e-mails, referrals, customer requests, and complaints received., • Regularly reviews workflow to ensure excellent customer service; adheres to department response turnaround standards. Promotes a positive attitude and team approach to customer relationships., • Develops and executes business development and strategic plans for meeting production and sales goals and objectives; assists with marketing and public relations-related functions, projects, and efforts., • Maintains an updated pipeline report, call report, and prospect database on a weekly basis., • Conducts research and assists with updating, enhancing, reviewing, identifying, developing, recommending, and implementing new banking products, services and solutions., • Informs the manager promptly of problems, issues, and concerns that may jeopardize the achievement of objectives and goals and those which are not being addressed adequately at the management level., • Assists with developing, evaluating, and updating business development and sales manuals, policies, procedures, guidelines, standards, goals, objectives, methods, and practices., • Protects customers’ information and interests; identifies and complies with all legal requirements, government and banking laws, regulations, and reporting affecting job, business development, sales, and related functions; adheres to all bank policies, procedures, processes, reporting, guidelines, training requirements, and expectations., • Proactively utilizes the bank’s customer relationship system, tools, programs, and other resources to meet goals and objectives., • Regularly attends Officer Loan Committee meetings, Director Loan Committee Meetings, Deal Flow Meetings, Sales Meetings, and other meetings as requested., • Demonstrates and maintains a consistent professional appearance, image, behavior, speech, attitude, ethics, integrity, and represents the CTB Brand., • Collaborates and cultivates effective relationships with all business lines for excellent results; obtains and maintains insight into needs and opportunities to ensure that customer expectations are exceeded; creates and promotes a positive and supportive work environment., • Exceeds all established performance and position’s goals, objectives, and expectations. Other Responsibilities: • Exhibits initiative and demonstrates a sense of urgency; prioritizes work assignments and projects, reacts to opportunities, instills urgency in others, and meets deadlines., • Responsible for exercising sound independent judgment and discretion while making profitable and solid decisions., • Assists department staff, management, and associates in understanding financial market performance trends, associated market risks, and opportunities for the bank., • Takes advantage of continuing education and training opportunities to enhance skills, knowledge base, and experience level., • Demonstrates personal accountability and maintains and handles all confidential, complex, and sensitive matters and information discretely and appropriately., • Performs other duties and responsibilities as assigned. Qualifications: • Minimum of three (3) years of progressive business development, marketing, and sales experience in a banking environment; credit and underwriting experience a plus., • Bachelor’s degree in finance, economics, business, accounting, marketing, communications, management, or a related field., • Series 7 and 63 Licenses are a plus., • Specialized training in business development, sales, marketing, and lending (commercial, consumer, mortgage, and SBA)., • Solid background and understanding of business development, industry trends and developments, marketing, and sales in a banking environment with broad knowledge of all banking products and services, customer relations, banking policies, procedures, guidelines, practices, concepts, state, federal, and local laws, and other regulations., • Excellent business development, marketing, sales, customer relations, project management, leadership, and organizational skills; superior interpersonal, relationship management, research, and analytical abilities; strong financial reviewability., • Ability to establish credibility, respect, be decisive, establish good business and working relationships with customers, managers, officers, associates, business development and sales professionals, vendors, etc., • Strong problem solving, team building, planning, persuasive, and negotiation skills; effective oral and written communication, presentations, collaboration, and facilitation skills; superior customer service, listening, probing, and follow-up skills., • Resourceful, detail-oriented, reliable, and flexible; strategic and logical thinker, service-oriented, and good leadership qualities., • Ability to adhere to the bank’s professional dress code and convey a positive and professional image to internal management and associates and external customers; ability to get along with diverse personalities, tactful, and mature with the ability to deal with difficult individuals while maintaining composure., • People and results-oriented; aggressive and assertive with a high energy level and the ability to work under deadlines, perform multiple tasks, and manage multiple projects in conjunction with normal activities., • Ability to meet performance goals, objectives, and deadlines; plans ahead, anticipates problems, and forecasts outcomes., • High integrity with the ability to handle confidential matters with proven ability to protect and maintain the highly confidential nature of the company, customer, employee, business development, marketing, sales, and other confidential related information; ability to function in a team and fast-paced environment., • Ability to display a high degree of creativity and latitude when performing job functions., • Ability to work well with others in a team environment and balance multiple tasks; strong analytical and reasoning abilities., • Ability to readily adapt to change and champion the need for change; has a passion for business development, sales, marketing, other related functions; enjoys working in a team atmosphere., • Proven ability to develop profitable new business, close business deals and transactions, successfully sell banking products and services., • Innovative, digital, and technology-savvy; proficient personal computer skills with Windows, Microsoft Office (Word, Excel, Outlook, Access, PowerPoint, & Publisher), and Internet Explorer., • Demonstrated career achievements and academic excellence., • Must be mature, flexible, and energetic with a competitive and winning spirit. Citizens Trust Bank is committed to investing in our associates, cultivating a rewarding, results-driven, innovative and professional team. We offer competitive compensation and a comprehensive benefits package for our full-time associates. Our benefits package includes the following: • Medical, Dental, Vision, and Prescription, • 401(k) Retirement Plan, • Life Insurance, • Accidental Death & Dismemberment, • Short&/Long Term Disability, • Flexible Spending Plan, • Paid Time Off, Vacation, and Holiday Pay, • Tuition Reimbursement, • Employer Assisted Housing Program EEO/AA #ZR • Wholesale Membership Program, • Wellness Program, • Employee Assistant Referral Services (EAP), • Legal Shield Program, • Group Cancer & Accident Insurance Programs, • Worker’s Compensation Program, • Free Banking Services, • Awards and Recognition Programs, • Training & Development Programs and much more

Job Description Our Client is seeking a Senior Commercial Relationship Manager for the Birmingham, AL territory. The ideal candidate will have a Bachelor's degree with a minimum of 3 years' experience in business development (commercial, consumer, mortgage, and SBA), marketing and sales with your own acquired book of business within a banking environment. Excellent computer and technical skills to include proficiency in Window and the Microsoft Office Suite (Word, Excel, Outlook, Access, PowerPoint, and Publisher) required. Credit and underwriting experience are a plus. Series 7 and 63 licenses are a plus. This role will manage and develop commercial loan accounts that meet the established lending requirements; build commercial relationships; plan and schedule visits with prospective clients; attend community events/meetings; respond quickly to referrals/leads while achieving established commercial/portfolio growth/deposit goals, maximizing profitability, and minimizing risk to the bank. Client offers a competitive salary, bonus structure, and benefits package.

Job Description Title - Asset Manager Company - Affordable Equity Partners, Inc, a subsidiary of JES Holdings, LLC Location - Atlanta, GA Schedule - In office Monday - Thursday and ability to travel about 10%. Affordable Equity Partners, Inc. (AEP) provides a full range of investment banking services for those seeking to finance, build, purchase or rehabilitate multi-family housing. Since 1997, AEP has invested in nearly 27,000 homes in 500 communities. We serve the growing need for affordable housing across 16 states in 250 cities. We have successfully syndicated over $4 billion in tax credits to build or preserve homes for working class families and seniors. POSITION SUMMARY The Operating Property Asset Manager (OPAM) at Affordable Equity Properties (AEP) is responsible for the day-to-day oversight and performance of a portfolio of stabilized LIHTC (Low-Income Housing Tax Credit) properties. This role is pivotal in ensuring asset value, compliance, and operational excellence across the assigned portfolio. Key Responsibilities: • Asset Performance & Operations:, • Owns monthly and quarterly property performance, including P&L review, occupancy, rent variance, and utility trends., • Develops and implements action plans to address variances and ensure properties meet or exceed underwritten expectations., • Compliance & Reporting:, • Maintains LIHTC compliance in partnership with the Compliance team, ensuring annual recertifications and adherence to regulatory requirements., • Manages responses to Housing Finance Agency (HFA) 8823 reports and coordinates with Legal and Compliance for timely cures., • Prepares quarterly investor commentary and ad-hoc updates., • Risk Management:, • Updates AHIC Operating Property Risk Ratings in MRI software, ensuring a clean audit trail for inspections, reserve draws, and capital projects., • Capital Projects & Reserve Management:, • Manages reserve draw requests, validates eligibility, and oversees capital projects from scoping to completion., • Ensures timely and on-budget delivery of capital initiatives and closure of third-party inspection findings., • Leasing, Marketing & Revenue Optimization:, • Directs leasing and marketing strategies to maximize revenue and occupancy., • Approves marketing expenditures and works with property management on resident retention and lease enforcement., • Capital Markets, Refinance & Disposition Support:, • Supports refinancing and disposition efforts by providing accurate operating histories, capital projections, and compliance documentation., • Continuous Improvement & AI Adoption:, • Champions process improvement and the adoption of AI/automation tools to enhance reporting, compliance, and portfolio monitoring., • Stakeholder Coordination: Ensures smooth asset transitions from Development Asset Management and maintains responsive communication with internal and external stakeholders. Performance Measures (KPIs) • Occupancy and rent growth vs. underwriting and market comps., • NOI vs. budget (variance %)., • Time to close Capital Projects from third-party inspections (avg days) and Capital project on-time/on-budget rate., • Number of reserve draws processed with complete documentation on first submission., • Timeliness of MRI risk rating updates (quarterly and monthly for watchlist)., • Investor report accuracy and timeliness., • Number and timeliness of 8823 responses and cures. Qualifications • Bachelor’s degree in Real Estate, Finance, Business, Construction Management, or related field (or equivalent experience)., • 4–7 years of experience in multifamily asset management or affordable housing, with strong financial analysis and LIHTC program knowledge. Experience with MRI or similar asset management systems, and comfort with automation/AI tools is preferred. #LI-MW

Job Description Senior Portfolio Manager – Special Assets (Leveraged & Corporate Finance) Location: Atlanta, GA Category: Risk Management / Corporate Finance Employment Type: Full-Time, Regular Salary: $75,000-$145,000 Role Overview We are seeking a seasoned Senior Portfolio Manager to join our Special Assets Group. In this critical role, you will be responsible for the underwriting and strategic management of complex credit requests within specialized portfolios. You will serve as a key decision-maker, recommending credit structures that balance risk appetite with profitability. The ideal candidate is an expert at navigating intricate financial structures, analyzing diverse credit scenarios, and ensuring all lending activities align with institutional risk philosophy and regulatory standards. You will build high-impact relationships with internal Risk Management teams and external stakeholders to protect the firm’s capital and optimize portfolio performance. Essential Duties and Responsibilities • Portfolio Management: Independently manage a classified loan portfolio featuring complex credit structures, including syndicated corporate, leveraged finance, and middle-market exposures with elevated risk profiles., • Advanced Modeling: Develop and challenge sophisticated analytical financial models, including discounted cash flow (DCF), enterprise valuation, and multi-scenario projections to support restructuring strategies., • Stakeholder Coordination: Act as the primary point of contact for complex credit resolutions, collaborating with legal counsel, financial advisors, investment bankers, and external restructuring professionals., • Risk Mitigation: Assign and document risk grades in strict accordance with institutional policy and regulatory expectations, ensuring all actions are audit-ready and defensible., • Reporting & Compliance: Lead the preparation of impairment analyses, accrual status justifications, and criticized asset reporting for executive management and regulatory bodies., • Underwriting Excellence: Oversee the underwriting process for large-scale wholesale lending and specialty lines of business, ensuring credit packages are complete, accurate, and strategically sound., • Credit Authority: Exercise prudent credit judgment through individual loan authority (as applicable) and articulate exceptions to policy when supported by sound business rationale., • Mentorship: Drive the professional development of junior portfolio managers through coaching on underwriting techniques, risk identification, and credit structuring. Qualifications Required Experience: • Education: Bachelor’s degree in finance, Accounting, Economics, or a related field., • Experience: 10+ years of heavy experience in commercial lending, special assets, or credit risk management., • Technical Knowledge: Deep understanding of financial and cost accounting principles, commercial underwriting, and the current regulatory landscape., • Soft Skills: Exceptional problem-solving abilities and strong interpersonal communication skills for negotiating with external partners and internal executives. Preferred Experience: • Advanced Degree: MBA or master’s in quantitative financial discipline., • Certification: RMA-Credit Risk Certification (CRC) or similar industry designation., • Systems: Proficiency in enterprise-level commercial lending platforms and advanced Microsoft Office applications. Benefits & Culture Our client is a leading financial institution offering a comprehensive benefits package to regular employees (20+ hours/week). Benefits include: • Health & Wellness: Medical, dental, and vision insurance; life and disability coverage., • Financial Security: 401(k) plan with matching and potential eligibility for a defined benefit pension plan or restricted stock units (RSUs)., • Work-Life Balance: Minimum of 10 days’ vacation, 10 sick days, and paid holidays. Our client is an Equal Opportunity Employer and maintains a Drug-Free Workplace.

In collaboration the Senior Manager, Head of Retail Property and HR, implement tools and strategies to attract and retain top industry talent and develop high performing teams. Zonal Underwriting Manager, Retail Property. Join us as a Zonal Underwriting Manager, Retail Property to play your part in

Job Description Navigate Risk. Cultivate Growth. Become a Leader at Interra International. The Credit Manager plays a critical leadership role within Interra's Risk Management function, driving sound financial decision-making while enabling commercial growth across a global portfolio. This role is responsible for overseeing financial analysis, customer underwriting, collections, and cash portfolio management, ensuring that risk is evaluated strategically while supporting business expansion. The Credit Manager will lead and develop a team, partnering closely with commercial and operational stakeholders to balance risk mitigation with opportunity. With exposure to multi-national customers and global markets, this role requires both analytical depth and leadership strength to navigate complex financial landscapes and deliver disciplined, scalable solutions. Key Responsibilities Lead the credit underwriting process, including in-depth financial analysis and risk assessment of customers across global markets Oversee collections strategy and execution, ensuring timely resolution and strong cash flow performance Manage and optimize cash portfolios, balancing liquidity, exposure, and growth objectives Evaluate and monitor customer creditworthiness, particularly within multi-national accounts Handle claims and support resolution processes in alignment with company policies Ensure compliance with internal controls, audit standards, and risk management procedures Lead, mentor, and develop a high-performing team, fostering accountability and continuous improvement Partner cross-functionally with Sales, Operations, and Leadership to support strategic decision-making Requirements & Qualifications Bachelor's degree in Business, Finance, or a related field (or equivalent experience) 5+ years of experience in credit underwriting, financial analysis, collections, or risk management within a corporate environment 3+ years of experience managing and developing teams Experience working with multi-national customers or in a global business environment strongly preferred Strong analytical and problem-solving skills with the ability to translate financial data into actionable insights Bilingual proficiency in English and Spanish Proficiency in ERP/CRM systems and financial analysis tools preferred Ability to respond to time-sensitive matters outside of standard working hours

The Renewal Underwriting Manager plays a pivotal role in our organization, providing leadership and guidance to ensure the continued success of our renewal underwriting team. Collaboration: Serve as a liaison between management, underwriting staff, and the renewal underwriting team to assess staff n

Job DescriptionAt American Senior Benefits we are dedicated to serving those in need of insurance, especially seniors. We are proudly independent, answering only our customers. The choices our customers make are key life decisions and we work every day to help them find the right solutions at affordable prices. What we do is important, personal, and precise. Every time we help a customer decide what’s right for them, it makes them – and our organization – stronger. Offering a hybrid business model dash because a custom solution fits better, a vast product portfolio from best-in-class carriers and enjoying rapid growth and success in 175 nationwide locations we are ready to help America's seniors. Responsibilities • Conduct an initial interview to determine the needs of the client. Introduce and clearly explain all available insurance policy options to the clients., • Conduct field underwriting with utmost integrity., • Ensure that all medical and other necessary forms are filled out and submitted., • Arrange a payment method with the applicant., • Follow up on claims filed by clients., • Process all insurance policy requests., • Follow up with clients on scheduled basis for outstanding support., • Establish and support team members to hit agreed upon KPIS., • Become a subject matter expert in senior insurance solutions., • Follow approved guidelines, training, and support to recruit and train a team of insurance professionals., • Maintain a competitive, fun, inclusive environment.Hear From Our Agents Qualifications, • Competitive drive and winning mentality, • Unparalleled work-ethic and grit, • Strong communication skills, • Ability to adapt and learn quickly., • Availability to start within a maximum of 6 weeks., • Previous leadership experience a plus. *Compensation is highly customizable, and should be discussed directly with the onboarding manager.

Assigns underwriting authority to direct reports based on expertise and effectively manages process with National Underwriting in conjunction with own letter of underwriting authority;. Commercial P & C coverage experience is required along with 5+ years of previous management experience of underwri

The Global Underwriting Manager will be part of Global Casualty Underwriting office providing AXA XL the ability to deploy Global Product Strategy and associated frameworks and controls. As client's' casualty exposures become more sophisticated, new emerging risks present and inflationary legal tren

VP Senior Underwriting Manager- ES Property/h2pZurich ES is currently looking for a VP, Senior Underwriting Manager for our ES Property team. VP Level Required Qualifications: Bachelors Degree and 10 or more years of experience in the Underwriting, Market Facing, Broker, Carrier, or Risk Management

The Global Underwriting Manager will be part of Global Casualty Underwriting office providing AXA XL the ability to deploy Global Product Strategy and associated frameworks and controls. As client's ' casualty exposures become more sophisticated, new emerging risks present and inflationary legal tre

The Underwriting Manager should possess proficient underwriting skills, accurate and numerate, computer skills good working knowledge of MS Office, advanced Excel skills, strong analytical skills with attention to detail, ability to communicate effectively with others, both verbally and in writing,

The Program Manager, Commercial Underwriting Training, is responsible for managing a portfolio of learning initiatives that build core and future-ready underwriting skills across the organization. Commercial Underwriting Training Program Manager. This role requires strong project ownership, creativi

Berkley Professional Liability is seeking an Underwriting Manager to help us build our business in the Mid-Atlantic and Southeast region. Work with senior managers to rate and price new/renewal accounts and draft all quote/binder letters and issue the policy. Responsible for maintaining the underwri