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Job Description Location: In-Person – New York Area Compensation: Commission + Team Override (High Six-Figure to Seven-Figure Potential) High Rise Capital is actively expanding and seeking an experienced MCA Team Lead / Team Manager to help build and scale a high-performance sales floor. This is a leadership role for someone who understands the MCA industry at a deep level and can both produce personally and elevate a team. We are not looking for someone who simply manages spreadsheets — we want a leader who can control the room, drive energy, and step into deals when necessary to get them funded. The right candidate understands underwriting, lender appetite, stacking strategy, and how to position files correctly to maximize approvals. This position requires someone who leads from the front. You must be comfortable opening deals, handling objections, structuring files, negotiating terms, and closing business — while also coaching reps to do the same at a high level. Requirements Key Responsibilities • Manage and develop a team of MCA sales representatives, • Run daily morning meetings and sales trainings, • Track and enforce KPIs (dials, talk time, submissions, approvals, fundings), • Assist reps with deal structure and lender placement, • Jump on calls to help close or save deals when needed, • Maintain and grow lender relationships, • Create a competitive, high-accountability production culture Requirements (Non-Negotiable) • Minimum 2+ years of direct MCA experience, • Proven record of personal monthly funding production, • Experience handling both clean paper and high-risk files, • Strong understanding of stacking, debt ratios, and underwriting logic, • Ability to open and close deals confidently, • Prior experience managing or mentoring reps preferred, • Comfortable handling large files, including 6- and 7-figure opportunities Benefits What We’re Looking For We want someone who: • Is competitive and production-driven, • Leads by example, • Can manage multiple personalities, • Thrives under pressure, • Wants to build a serious operation — not just collect a paycheck Compensation & Opportunity We offer a competitive base salary for proven managers, along with aggressive commissions on personal production and an override on total team volume. Performance-based bonuses and uncapped earning potential ensure that your income grows as your team scales. For the right leader, this role represents a legitimate high six-figure to seven-figure opportunity based purely on performance and team development. You will be operating out of our 12,000 square foot office with capacity for 120 seats. We provide the full infrastructure needed to win — dialer, CRM, data access, lender relationships, and operational support are all in place. We also have two full-time in-house recruiters dedicated to building sales teams. We will actively help you scale your floor, although candidates who can bring experienced reps with them will have a strong advantage. If you have real MCA experience and know how to run a sales floor while still closing your own business, we want to speak with you. To apply, please submit your resume along with: • Your average monthly production, • The number of reps you’ve managed, • The largest deal you have personally closed Serious applicants only.

Zurich North America is hiring an Underwriter or Underwriting Specialist – Large Property to join our team in our New York office! While this role requires you to work out of our New York 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, with one of those days being Monday. In this role you will handle new and renewal Property business. As a member of Zurich's Large Property Underwriting Team, you will be responsible for maintaining and growing a book of Domestic and Global Property business. This is an exciting time to join the Large Property Team at Zurich! This role will require approximately 20% travel nationally. As a member of Zurich's Underwriting team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills. Specifically, you will underwrite and analyze new and renewal Large Property business utilizing the Zurich Way of Underwriting Framework within delegated authority levels on assignments of higher technical complexity ensuring a high-level service to customers. This role will be filled at either an Underwriter or Underwriting Specialist 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. In this role you will be responsible for: • Serving as a customer industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs., • Underwriting, analyzing and generating new and renewal business, • Market facing and production within the growing Large Property division, • Using a disciplined approach to exposure evaluation, risk assessment and pricing, • Using risk insights, data and models to drive informed decisions at point of sale, • Demonstrating strong analytical skills and executing as an innovative advisor, • Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules, • Developing and maintaining agency and broker relationships Underwriter – Large Property Basic Qualifications: • High School Diploma or Equivalent and 1 or more years of experience in the Insurance or Market Facing area OR • High School Diploma or Equivalent and 2 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of the insurance industry and the legal and regulatory environment, • Knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines OR Underwriting Specialist – Large Property 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 AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment Preferred Qualifications: • Bachelor’s Degree, • Knowledge of Property lines of business and experience working with brokers, • Ability to effectively assess risk, • Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines, • 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 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 $74,900.00 - $155,100.00. The proposed salary range for the Underwriter is $74,900.00 - $122,800.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, 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 - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID

Zurich Middle Markets has delivered double-digit growth over the last four consecutive years, and we strive to exceed that growth in the years ahead! We’ve been committed to assembling a team of dedicated Middle Market leaders and underwriters who understand this space very deeply and who grasp the unique challenges of the various industry segments and the individual customers we serve. We are looking to add to our P&C Private Equity Underwriting team in New York! In this role, you will serve as a customer advocate with a focus on improving customer experience by understanding their unique risks and offering the best end-to-end solution for their Middle Markets PE insurance needs. What you can expect in a Private Equity Underwriting Position in Middle Markets at Zurich: • You will develop and maintain relationships with brokers, partners and customers across all industries in support of business objectives., • You will leverage your PE underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business., • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry., • You will be empowered to use your technical underwriting, negotiation, and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory. This role will be filled as either a Private Equity Underwriter or Underwriting Specialist. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Underwriter Required Qualifications: • High School Diploma or Equivalent and 1 or more years of experience in the Insurance or Market Facing area. OR • High School Diploma or Equivalent and 2 or more years of experience in the Claims or Underwriting Support area AND • Knowledge of the insurance industry and the legal and regulatory environment, • Knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines OR 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 Preferred Qualifications: • Bachelor’s degree, • Established relationships with Private Equity broker partners, • Strong verbal and written communication skills, • CPCU and ARM 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 combined salary range for this position is $74,900.00 - $155,100.00. The proposed salary range for the Underwriter is $74,900.00 - $122,800.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, 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 - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

We are currently hiring a Domestic Casualty Underwriting Specialist or Executive Underwriter to work in our New York City office. Your relationship building and problem-solving expertise will help us drive positive impact with our customers, communities, and each other. You will serve as a customer advocate with a focus on improving the customer experience by understanding their unique risks and offering the best end-to-end solution for their insurance needs. We are looking for someone with excellent market facing and technical skills that has experience working with brokers in the NY area. This position will be working with our National Accounts Casualty products managing a renewal book along with being responsible for bringing in new business. What you can expect in a National Accounts Casualty Underwriting Position at Zurich: • You will develop and maintain relationships with broker partners and customers across all industries in support of National Accounts Casualty business objectives, • You will leverage your Casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business., • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry., • You will be empowered to use your market facing, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners. This role will be filled at either the Domestic Casualty Underwriting Specialist or Executive Underwriter Level. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Underwriting Specialist: • 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: • 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 are AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business Preferred Qualifications: • Bachelor’s Degree, • Expert technical knowledge of Casualty National Account Underwriting, • Established broker relationships (retail brokers) within the NY Metro area., • Sales execution mindset, • 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 $94,800.00 - $205,100.00. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. 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 - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

Zurich is currently looking to hire an experienced Underwriting Specialist or Executive Underwriter – Excess Casualty to join our growing Construction team in our New York, NY, Boston, MA or Philadelphia, PA office!. While we are open to our New York, NY, Boston, MA or Philadelphia, PA 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. The ideal candidate with have a background in Excess Casualty and/or Construction. What you can expect in a Market Facing Underwriting position at Zurich: • You will develop and maintain relationships with broker partners and customers in the Construction industry in support of business objectives, • You will leverage your casualty underwriting acumen across risk assessment, exposure evaluation and pricing to generate and maintain a profitable book of new and renewal business, • You will work collaboratively across business units including but not limited to; claims, finance, risk engineering, actuary, and technical underwriting while gaining extensive knowledge in a growing and innovative industry, • You will be empowered to use your market facing, negotiation and interpersonal skills to grow and develop relationships with preferred distribution partners in an assigned territory In this role you will be responsible for: • Underwriting and pricing a solid renewal book., • Identifying and analyzing new growth opportunities., • Ensuring that accounts are qualified, meet with the organization's appetite and are balanced with sound business opportunity., • Making agent/broker/customer and on-sight calls with a planned and well-prepared purpose., • Overseeing negotiations of Terms & Conditions and closing deals., • Ensuring cross-sell within areas of responsibility to increase product density with the Zurich customer. 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 – Excess Casualty Basic 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 – Excess Casualty Basic Requirements: • 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 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, • 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 - New York, AM - Philadelphia, AM - Boston Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-ASSOCIATE #LI-HYBRID

Zurich Middle Markets has achieved double-digit growth for four consecutive years, and we’re just getting started. Our success is driven by talented, collaborative underwriting professionals who deeply understand the Middle Market landscape and the complex risks faced by today’s Private Equity firms and their portfolio companies. We are continuing to invest in our Private Equity P&C practice and are seeking an Underwriting Specialist or Executive Underwriter to join our team in New York City. This is a high-impact role for an experienced underwriter who thrives in a market-facing environment and is passionate about delivering thoughtful, end-to-end risk solutions. In this role, you will act as a trusted advisor and customer advocate, partnering closely with brokers and clients to understand unique exposures and deliver tailored insurance solutions that support long-term profitability and customer satisfaction. Why Zurich Middle Markets? • Industry-leading growth and momentum, • A collaborative, relationship-driven underwriting culture, • Exposure to a dynamic and growing Private Equity portfolio, • Strong internal partnerships across claims, risk engineering, finance, and actuarial, • Hybrid work environment supporting flexibility and balance What You Can Expect in a P&C Private Equity Underwriting Role at Zurich: • Build, develop, and maintain strong relationships with broker partners and customers across a broad range of industries, • Apply your Private Equity underwriting expertise across risk assessment, exposure analysis, and pricing to build and manage a profitable book of new and renewal business, • Collaborate cross-functionally with claims, finance, risk engineering, actuarial, and technical underwriting teams to deliver comprehensive solutions, • Leverage your technical underwriting, negotiation, and interpersonal skills to grow relationships with preferred distribution partners within your assigned territory, • Gain deep exposure to a fast-growing, innovative segment of Middle Markets insurance This role may be filled at either the Underwriting Specialist or Executive Underwriter level. The hiring manager will determine the appropriate level based on the candidate’s experience, skill set, and alignment with the qualifications below. Basic Qualifications: Underwriting Specialist: • 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: • 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 are AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business Preferred Qualifications: • Bachelor’s Degree, • Established relationships with Private Equity broker partners, • Strong verbal and written communication skills, • Proficiency in Microsoft Office 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 $94,800.00 - $205,100.00. The proposed salary range for the Underwriting Specialist is $94,800.00 - $155,100.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Executive Underwriter is $125,300.00 - $205,100.00, with short-term incentive bonus eligibility set at 15%. 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 - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-AK1 #LI-ASSOCIATE #LI-HYBRID

Zurich is seeking an experienced Executive Underwriter or AVP, Underwriter Director – Construction Professional Liability to join our Specialties Construction team. We are open to hiring talent at any Zurich office location. We may, at the sole discretion of the Hiring Manager, be open to hiring remote talent. This role will be filled at either the Executive Underwriter or AVP, Underwriter Director – Construction Professional Liability. The hiring manager will determine the appropriate level based upon the selected applicant’s experience and skill set relative to the qualifications listed for this position. As a Executive Underwriter or AVP, Underwriter Director – Construction Professional Liability you will handle complex new and renewal domestic Construction Professional Liability accounts and serve as a Subject Matter Expert on the team. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with Select Brokers focused in the US. In this role, you will: • Administer and monitor underwriting rules and guidelines, insurance laws and regulations, and rating annual rules., • Develop, maintain & collaborate with Line of Business representatives on referrals and other business related needs, as appropriate., • May provide guidance to lower level associates., • 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., • Supports the 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, Executive Underwriter Level: • 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 AND • Knowledge of Microsoft Office, • Experience working on time restraints for quotes on new and renewal business, • Experience working in a team environment OR Basic Qualifications, AVP, Underwriting Director Level: • 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 AND • Experience with Microsoft Office Preferred Qualifications (Both Levels): • Bachelor’s Degree, • Technical knowledge of Construction Professional Liability Underwriting, • Established broker relationships (retail brokers)., • Sales execution mindset, • 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 $98,500.00 -$215,000.00. 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%. The proposed salary range for the AVP, Underwriter Director is $130,000.00 - $215,000.00, 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 - New York, AM - Atlanta, AM - Schaumburg, AM - Chicago, AM - Dallas, AM - Parsippany, AM - Omaha, AM - San Francisco, AM - Houston, AM - Philadelphia, AM - Rocky Hill, AM - Los Angeles, AM - Maitland, AM - Boston, AM - Owings Mills, AM - Denver, AM - Seattle, AM - Pittsburgh, AM - Minneapolis, AM - Charlotte, AM - Washington DC, AM - Cleveland Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-BN1 #LI-DIRECTOR #LI-HYBRID

Location: On site at office location listed in job posting. Summary Commercial Relationship Managers are the client-facing key to our core business of commercial banking. You'll nurture banking relationships with high revenue generating organizations to help them achieve mutually beneficial business goals and strengthen our communities. CRMs service a wide variety of business and individual loans to build long-term and profitable customer relationships in order to maximize portfolio revenue growth and asset quality. The most successful individuals in this role are able to build pursue new clients, and ensure we deliver the highest level of service while providing sound asset stewardship through a balance of risk and credit decisions. Key Responsibilities Include Develop new client relationships which generate acceptable returns for the bank Work with the Management and Underwriters to analyze the credit strengths and weaknesses of prospective borrowers and make loan decision recommendations, make recommendations on loan pricing which are competitive with the marketplace and achieve an acceptable return for the bank, and structure loans (term, covenants, collateral, guarantees, etc.) which appropriately protects the bank Work with Management to recognize client needs and matching the bank's capabilities to meet these needs Maintain a thorough knowledge of bank's lending policies and regulatory requirements Maintain proper house-holding of relationships Gather financials for new and renewal opportunities with clients. Prepare Opportunity Memos (with Management) as needed for new and renewal requests to initiate underwriting process. Work directly with the underwriter to ensure accurate reflection of financials and to ensure accurate preparation of Loss Given Default, Probability of default and Risk Adjusted Return on Capital models at time of new/renew requests. Coordinate deal team meetings between Relationship Manager, Market President, Senior Credit Officer, and Underwriter Finalize term sheets to meet client and bank needs Engage underwriting to update results of term sheet accordingly and as needed to be reviewed by deal team Builds and maintains a portfolio mix of targeted high value and high potential clients. Acts as a financial advisor by educating the customer about financial strategies (e.g. Financial planning, investments, insurance, credit, market trends) based on customer profile and financial plan, and matching customer needs with appropriate products and services. Monitors customer information/products, financial plan and market trends to identify new customer needs and opportunities to deliver further customer value. Work with Manager to coordinate credit decision with Market President, Senior Credit Officer, Executive Credit Officer, Chief Credit Officer and Chief Operations Officer. Create/Prepare Commitment Letter with Management supervision Finalize any required conditions precedent as needed to ensure Loan Closing has all items needed Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions Ensures client adherence to covenants with review of calculations, key provisions, and recommendations according to policy Performs all other duties as assigned Qualifications Include Bachelor (4-year college) degree 6-8 years of experience or an equivalent combination of education and experience Experience with Microsoft Outlook, Word, and Excel 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

Credit Acceptance is proud to be an award-winning company recognized both locally and nationally across multiple workplace categories. Our world-class culture is shaped by dedicated team members who are driven to succeed as professionals individually and together as a team. Backed by a strong product, exceptional people, and a stable financial foundation, we’ve grown into a leading provider of used and new car financing across the country. Our Support teams work with multiple departments in a dynamic environment that promotes flexibility and autonomy, while offering the opportunity to collaborate with a diverse group of professionals. We work to comply with our company standards, exceed customer expectations, and drive our Great Place to Work culture. We deliver high-quality services aligned to business needs, driving innovative improvements that support our company strategy and modern operating principles. We are looking for a highly analytical, execution-oriented Business Strategy Analyst to work as an individual contributor on some of the most important growth and go-to-market questions facing our auto lending business. This role is designed for a seasoned strategist who prefers hands-on problem solving and critical thinking over team management, and who can independently take ambiguous business questions from definition through analysis to executive-ready, data-driven recommendations. You will partner closely with leaders across Marketing, Sales, Product, Analytics (Underwriting/Pricing), and Finance, contributing rigorous analysis and structured thinking to shape go-to-market (GTM) strategy, growth initiatives, and strategic planning. While this is not a people-manager role, it has high visibility and impact, with regular interaction with Director- and VP-level stakeholders. This is not a role focused on passively pulling data or waiting for predefined order tickets. Success in this role requires proactive problem framing, hypothesis-driven analysis, and independent judgment—using data as a tool to answer why and what should we do, not just what happened. Outcomes and Activities: This position will work from home; occasional planned travel to our Southfield, Michigan office may be required. However, this position is permitted to work at our Southfield, Michigan office if requested by the team member. Independently lead strategic analyses that inform business and go-to-market (GTM) strategy, including product launches, customer segmentation, channel strategy, and market expansion. Translate ambiguous business questions into structured problem statements, hypotheses, and analytical workplans—without relying on detailed instructions. Build and maintain financial, strategic, and scenario models to evaluate new opportunities, risks, and trade-offs. Analyze large, complex datasets to uncover insights related to customer behavior, portfolio performance, channel effectiveness, and growth opportunities. Partner with cross-functional teams to shape the direction of analysis, not just execute predefined requests. Develop clear, insight-rich recommendations that are grounded in data, commercial judgment, and business impact. Create consulting-style, executive-quality PowerPoint presentations that use data-driven storytelling to influence decisions and align stakeholders. Define success metrics and KPIs for strategic initiatives and support ongoing performance tracking. Contribute meaningfully to quarterly and annual strategic planning cycles. Act as a trusted thought partner to senior stakeholders, bringing a strong point of view supported by analysis. Knowledge and Skills: Strong command of strategy and problem-solving frameworks, critical thinking, competitive analysis, and business case development. Advanced data analysis and modeling skills, with the ability to work independently end-to-end—from data exploration to insight synthesis. Experience with Business Intelligence (BI) tools, such as Power BI, to explore data, build views, and communicate insights. High fluency in data environments and tools such as SQL, Python, SAS/R, Snowflake, and Excel. Experience working with large datasets and de-averaging portfolio-level metrics to identify segment-level opportunities (e.g., by customer behavior, product usage, channel, or geography). Ability to design and interpret dashboards and data visualizations for senior audiences, while knowing when deeper analysis is required beyond dashboards. Excellent written and verbal communication skills, including executive storytelling and structured slide development. Comfortable operating in ambiguity with a bias for action, intellectual curiosity, and urgency. Strong business judgment and pragmatic decision-making mindset. Proven ability to influence without authority in a cross-functional, matrixed environment. Requirements: Bachelor's degree or equivalent experience. 3-6 years of relevant experience in: Top-tier or strong management consulting firms, or Internal strategy, analytics, or GTM roles at a high-performance company (e.g., financial services, fintech, consumer lending, technology). Demonstrated experience owning strategy or analytics workstreams independently, from problem definition through delivery. Hands-on experience using SQL and Python for data analysis (not just conceptual familiarity). Practical experience using BI tools such as Power BI as part of an overall analytical workflow. Experience working directly with senior stakeholders (Director / VP level). Strong presentation and executive communication experience, particularly in data-driven, consulting-style PPTs. Preferred: Bachelor’s degree or higher in business, economics, engineering, or quantitative field or equivalent experience. Experience in auto finance, fintech, consumer lending, or adjacent industries. Exposure to GTM-related domains such as: Customer or dealer segmentation Channel strategy or optimization Sales enablement Pricing or promotion strategy Growth or market-entry strategy Familiarity with Databricks or similar big data / analytics platforms used for large-scale data processing and analysis. Targeted Compensation: $103,000 - $120,000 base salary + an annual bonus plan This position is not currently open to individuals who require sponsorship now or in the future to work legally for Credit Acceptance, such as H-1b / H-4 or F-1 OPT visa holders. #LI-Remote #zip INDCSLP Benefits Excellent benefits package that includes 401(K) match, adoption assistance, parental leave, tuition reimbursement, comprehensive medical/ dental/vision and many nonstandard benefits that make us a Great Place to Work Our Company Values: To be successful in this role, Team Members need to be: Positive by maintaining resiliency and focusing on solutions Respectful by collaborating and actively listening Insightful by cultivating innovation, accumulating business and role specific knowledge, demonstrating self-awareness and making quality decisions Direct by effectively communicating and conveying courage Earnest by taking accountability, applying feedback and effectively planning and priority setting Expectations: Remain compliant with our policies processes and legal guidelines All other duties as assigned Attendance as required by department Advice! We understand that your career search may look different than others. Our hiring team wants to make sure that this would be a fit not just for us, but for you long term. If you are actively looking or starting to explore new opportunities, send us your application! P.S. We have great details around our stats, success, history and more. We’re proud of our culture and are happy to share why – let’s talk! Required degrees must have been earned at institutions of Higher Education which are accredited by the Council for Higher Education Accreditation or equivalent. Credit Acceptance is dedicated to providing a safe and inclusive working environment for all. As part of our Culture of Compliance, we are proud to be an Equal Opportunity Employer and value our culturally diverse workforce. All qualified applicants will receive consideration for employment regardless of the person’s age, race, color, religion, sex, gender, sexual orientation, gender identity, national origin, veteran or disability status, criminal history, or any other legally protected characteristic. California Residents: Please clickherefor the California Consumer Privacy Act (CCPA) notice regarding the personal information Credit Acceptance may collect from you. Play the video below to learn more about our Company culture.

Role: Product Manager - Data Platform Location: NYC, NY We are At Synechron, we believe in the power of digital to transform businesses for the better. Our global consulting firm combines creativity and innovative technology to deliver industry-leading digital solutions. Synechron’s progressive technologies and optimization strategies span end-to-end Artificial Intelligence, Consulting, Digital, Cloud & DevOps, Data, and Software Engineering, servicing an array of noteworthy financial services and technology firms. Through research and development initiatives in our FinLabs we develop solutions for modernization, from Artificial Intelligence and Blockchain to Data Science models, Digital Underwriting, mobile-first applications and more. Over the last 20+ years, our company has been honored with multiple employer awards, recognizing our commitment to our talented teams. With top clients to boast about, Synechron has a global workforce of 14,500+, and has 58 offices in 21 countries within key global markets. Our challenge We are looking for a dynamic Product Manager with banking industry expertise and a solid understanding of data concepts. The ideal candidate will be a natural leader capable of engaging with Business and Technology executives to evangelize the platform’s value, align stakeholders, and steer the product team towards success. Additional Information* The base salary for this position will vary based on geography and other factors. In accordance with law, the base salary for this role if filled within NYC is $150k-$175k/year & benefits (see below).. The Role Responsibilities: • Lead the lifecycle of the data platform, including strategy, roadmap, and delivery., • Act as a bridge between banking business needs and technical solutions, translating requirements into actionable product features., • Review the platform's benefits to C-level banking executives and technology leaders., • Collaborate with cross-functional teams including engineering, data science, and banking domain experts., • Prioritize product initiatives based on customer feedback, compliance requirements, market trends, and strategic goals., • Define and communicate a compelling product vision aligned with banking industry needs., • Manage and develop the product team, fostering innovation and a customer-centric approach., • Monitor platform adoption, performance, and compliance with banking regulations, driving continuous improvement. Requirements: • Proven experience as a Product Manager with a focus on data platforms and banking solutions., • Deep understanding of banking operations, regulatory landscape, and banking data concepts., • Strong leadership skills with experience facing off to Business and Tech executives., • Excellent stakeholder management and communication skills., • Ability to translate complex banking requirements into effective technical solutions., • Familiarity with data architecture, data governance, and banking-specific data standards., • Results-driven mindset with analytical problem-solving skills. We offer: • A highly competitive compensation and benefits package., • A multinational organization with 60 offices in 20 countries and the possibility to work abroad., • 10 days of paid annual leave (plus sick leave and national holidays)., • Maternity & paternity leave plans., • A comprehensive insurance plan including medical, dental, vision, life insurance, and long-/short-term disability (plans vary by region)., • Retirement savings plans., • A higher education certification policy., • Commuter benefits (varies by region)., • Extensive training opportunities, focused on skills, substantive knowledge, and personal development., • On-demand Udemy for Business for all Synechron employees with free access to more than 5000 curated courses., • Coaching opportunities with experienced colleagues from our Financial Innovation Labs (FinLabs) and Center of Excellences (CoE) groups., • Cutting edge projects at the world’s leading tier-one banks, financial institutions and insurance firms., • A flat and approachable organization., • A truly diverse, fun-loving, and global work culture SYNECHRON’S DIVERSITY & INCLUSION STATEMENT Diversity & Inclusion are fundamental to our culture, and Synechron is proud to be an equal opportunity workplace and is an affirmative action employer. Our Diversity, Equity, and Inclusion (DEI) initiative ‘Same Difference’ is committed to fostering an inclusive culture – promoting equality, diversity and an environment that is respectful to all. We strongly believe that a diverse workforce helps build stronger, successful businesses as a global company. We encourage applicants from across diverse backgrounds, race, ethnicities, religion, age, marital status, gender, sexual orientations, or disabilities to apply. We empower our global workforce by offering flexible workplace arrangements, mentoring, internal mobility, learning and development programs, and more. All employment decisions at Synechron are based on business needs, job requirements and individual qualifications, without regard to the applicant’s gender, gender identity, sexual orientation, race, ethnicity, disabled or veteran status, or any other characteristic protected by law.

Overview The receptionist/office manager is responsible for providing administrative and clerical services in order to ensure effective and efficient operations of the office. The ability to work in a fast paced environment with strong attention to detail is essential for this position. Responsibilities • Phone coverage (screen and route calls), • Greet visitors and guests, • Maintain conference room calendar and help manage seating charts for the office, • Maintain the reception desk, closet and hallways – tidy and stocked, • Receive, sort and distribute USPS Mail/FedEx/UPS/Courier deliveries, • Assist with ground transportation for guests, when necessary, • Ad hoc research and clerical projects, word processing/data entry, • Assist in ordering supplies for the office, • Assist in inventory of and ordering of supplies for the office, • Overtime coverage for once monthly office dinners until 9:00 p.m., • Reconciliation of office credit card statements Qualifications Requirements: • 3+ years in a receptionist or administrative role required, • High level of professional conduct, • Ability to interact with and assist all levels of employees and visitors, • Ability to work in a confidential nature, • Microsoft Office Suite Skills, including Excel proficiency, • General analytical, organizational, and coordination skills, • Business Professional dress attire Preferences: • Bachelor’s Degree, preferred The expected salary range for this role is $70,000.00-$85,000.00. Please note that the salary information shown above is a general guideline only. Salaries are based upon a wide range of factors considered in making the compensation decision, including, but not limited to, candidate skills, experience, education and training, the scope and responsibilities of the role, as well as market and business considerations. About ANV ANV Group Holdings Ltd. (“ANV”) is a leading managing general agency platform which writes a diversified mix of specialty, affinity and wholesale insurance products in the United States, United Kingdom, and Europe. With deep industry experience and a history of profitable growth, ANV acquires and scales MGAs and incubates and develops new offerings. Its differentiated underwriting expertise delivers outstanding solutions and service.

About Tokio Marine: Tokio Marine has been conducting business in the U.S. market for over a century and we are licensed in all states, Puerto Rico and the District of Columbia, and write all major lines of Commercial Property and Casualty Insurance. We provide unique insurance and risk management tools from our experienced staff of account executives, underwriters and loss prevention engineers and fair and timely claim settlement from a skilled team of claim professionals. We work with major brokers and leading independent insurance agents throughout the United States to serve the world's largest and most distinguished organizations. We are committed to creating value for our customers by providing ANSHIN (safety, security and peace of mind). We strive to be creative and passionate as we work towards our long-term success. Tokio Marine Holdings is Japan's oldest, and one of the largest property and casualty insurers. Founded in 1879, TMNF operates worldwide in 47 countries. With annual revenues of approximately $50 billion and an A.M. Best rating of A++, one of the highest in the industry, we are one of the top 20 insurance providers worldwide. Job Summary Lead the Corporate Underwriting Property Product team in managing and updating as needed a comprehensive business strategy that positions Tokio Marine to achieve our corporate profit and return on risk objectives. Accountabilities include developing and implementing property products and underwriting guidelines to meet client's needs, risk appetite, regulatory guidelines, increase company revenues. Essential Job Functions: In connection with Property and Related Lines: • Includes monoline or package Commercial Property, Equipment Breakdown, Inland Marine, and Crime lines of business., • Develops and implements underwriting strategy including underwriting principles, guidelines, procedures, price levels, limits and coverage scope in accordance with the Company's risk appetite and Global guidelines., • Leads property product staff including Product Manager(s), Specialists and Assistant Specialist(s). Provides leadership and oversight around all aspects of human resources including staffing, training, development and performance management., • Monitors underwriting results, develops and implements underwriting guidelines and procedures to achieve corporate objectives., • Develops and implements a filing strategy. Monitors rate adequacy and oversee the rate review and filing process to achieve corporate objectives., • Works with company Senior Executive Management, Business Segment Leaders, and other areas of the organization to identify product development needs. Manages the development, maintenance of policy, endorsements and new coverages with associated pricing, rules and internal underwriting tools., • Monitors legal, competitive and regulatory climate to identify trends and develop appropriate strategies., • Implements underwriting reviews and evaluation to ensure compliance with corporate standards and regulatory requirements., • Provides technical consulting and training to Field Underwriting staff and expertise to the Company overall., • Supports treaty reinsurance strategies and purchase., • Oversees operational process of staff and directs efforts to improve accuracy and/or increase efficiency., • Responsible for complying with proper internal controls as necessary to conduct job functions and/or carry out responsibilities and/or administrative activities. Qualifications • College Degree preferred, • CPCU or equivalent Professional designation preferred, • Minimum of 10+ Years in the Property business preferred,, • Management experience preferred, • 10+ Years experience in Underwriting including experience in Product Line Management preferred, • Knowledge of ISO, AAIS and independent state bureau requirements, • Proven track record with Compliance related issues., • Experience with Internal Audits and State Market Conducts preferred, • Strong Personal Computer skills, • Excellent verbal and written Communication skills, • Positive team participation and attributes preferred Salary range $175,000 to $215,000. Ultimate salary offered will be based on factors such as applicant experience and geographic location. Our company offers a competitive benefits package and bonus eligibility on top of base. TMA believes the perfect candidate is more than just a resume. If you don't meet every single requirement, but are still interested in the job, we encourage you to apply. Benefits: We offer a comprehensive benefit package, which includes a generous 401K match. Our rich history of outstanding results and growth allow us to focus our business plan on continued growth, new products, people development and internal career opportunities. EEO Statement Tokio Marine Management is an Equal Opportunity Employer. In order to remain competitive we must attract, develop, motivate, and retain the most qualified employees regardless of age, color, race, religion, gender, disability, national or ethnic origin, family circumstances, life experiences, marital status, military status, or sexual orientation.

The Account Manager is a qualified/skilled client facing position that is primarily responsible for the successful delivery of day-to-day service-related activities that are necessary to support Sales, Account Management and Underwriting with the retention/growth efforts associated with of multiple

Job DescriptionRaphael & Associates, a nationwide third-party claims administrator (TPA) and field adjusting firm, is seeking a results-driven Business Development Manager with 10+ years of experience in insurance business development to accelerate client acquisition, strengthen carrier partnerships, and drive revenue growth. The ideal candidate will have a proven ability to build relationships with insurance company claims and underwriting leaders, and program managers. This role will initially be based out of our New York, NY or Rutherford, NJ offices. Once the candidate is up to speed the position will be hybrid. As a Business Development Manager, you will lead initiatives to expand our presence in the TPA and Field Adjusting market. You will develop strategic growth plans and cultivate high-value partnerships. Candidates with deep industry knowledge and established networks in insurance are strongly preferred. Key Responsibilities • Design and execute a business development strategy working closely with the Head of Business Development., • Follow up on new client referrals received by the Executive team., • Proactively network, identify, qualify, and close opportunities with insurance carriers, MGAs/Program Administrators, and brokers., • Build and maintain executive-level relationships across various insurance organizations., • Lead proposal development and collaborate with internal teams to ensure competitive positioning and profitability., • Work with Head of Business Development to refine processes and KPIs for new business development., • Create activities to enhance engagement with new potential clients., • Represent the firm at industry conferences and at targeted outreach events., • Generate business leads from new and existing clients through proactive business development activities., • Stay updated with insurance industry trends, competitor activities, and regulatory changes and share updates with leadership., • Provide strategic reports on new business development progress., • Provide recommendations to management for new clients., • Lead end-to-end transaction process including opportunity evaluation, due diligence, and negotiation., • Partner with internal and external stakeholders to ensure a successful start to a new client., • Drive measurable growth across territory., • Provide a consultative sales approach. Qualifications, • 10+ years in business development, sales leadership, or strategic partnerships within insurance., • Proven success in securing new clients and exceeding revenue targets., • Strong communication, negotiation, and organizational skills., • Experience with Salesforce, CRM systems and pipeline forecasting., • Willingness to travel to events., • Ability to translate market insights into actionable growth strategies., • Executive presence and cross-functional leadership skills.About Raphael and Associates Raphael & Associates is a third-party claims administrator and independent claims adjusting company internationally recognized for exceptional service. We understand the importance of adapting to the demands of a dynamic market and we tailor our services to our client’s specific needs. As a claim’s organization, what we do is complex. Our mission is simple: to provide outstanding service, retain extraordinary professionals, and utilize the best technology in the industry! As a leading organization in the industry, we offer dynamic and challenging opportunities to individuals who want to make a difference. We value camaraderie, vision, a passion for excellence, creativity, and self-reliant professionals. Benefits and Perks We are an organization that recognizes and appreciates hard work! We offer a competitive compensation package commensurate with experience, including salary, bonus, paid time off, medical/dental/vision/life insurance and 401k (with matching!). Most importantly, you will have the opportunity to work directly alongside an extraordinary and dedicated team to grow a critical function within a dynamic, growing company. Powered by JazzHR 6qRG28od2c

Job Description Instructions for Applicants Applicants must include a cover letter and resume for review. Resumes not accompanied by a cover letter will be deemed incomplete and will not be considered. Applicant must describe in a cover letter how the applicant meets the minimum qualifications, and how the work experienced outlined in the accompanying resume relates to the available position. Applicants are also encouraged to use the cover letter as an opportunity to identify specific skills, including knowledge of software or database systems that may be useful for this position. New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. A Civil Service exam is not required for this position. Candidates must meet the minimum qualifications outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our work would not be possible without the diverse backgrounds, experiences, ideas, and abilities of our employees. HCR is committed to developing a workforce which represents the diverse population of New York State. HCR embraces a diverse and inclusive work environment by encouraging all individuals, including those with disabilities, to apply to open positions at the agency. Position Summary The Project Manager for HCR’s Starter Homes Initiative will play an essential role in implementing Governor Hochul’s vision for housing opportunity in New York State. This is an exciting opportunity to gain experience in the field of housing finance while helping to implement innovative solutions to help more New Yorkers access affordable, high quality homeownership opportunities. Duties Under the supervision of the Director of Homeownership Development Initiatives, the Program Manager will support the Director in the coordination and management of the new Starter Homes Initiative. This is an exciting role for an innovator to support advances in off-site construction to further homeownership opportunities for New Yorkers. The position will entail research and outreach to designers, manufacturers, and other professionals working to advance technologies and processes that improve efficiency, scalability, and the economics of off-site construction. At the same time, the Program Manager will support the design of programs to bring together these opportunities with funding and technical assistance to municipalities and organizations seeking to implement new Starter Home developments. • Research topics and opportunities related to off-site construction and help develop program strategies, • Prepare requests for proposals and associated procurements and solicitations for designers, manufacturers, and municipal and non-profit awardees, • Assist Director in performing due diligence in the loan and grant underwriting processes., • Collaborate with other agency departments including Fair and Equitable Housing Office, Dept of Empowerment, Compliance and Opportunity, Design, Construction and Environmental Unit, Finance, Legal, et al. to bring projects through relevant review processes., • Collaborate with lenders and other municipal and state agencies., • Assist with loan closing and servicing where needed– preparing disbursement requests, maintaining detailed program and project trackers, using agency-specific software systems., • Assist in drafting correspondence, reports, manuals, presentations, or other documents as needed., • Carry out routine office activities., • Attend, participate, conduct presentations and/or assist with preparation for meetings, conferences, webinars, and workshops. This position requires occasional travel. Amount of travel varies throughout the year. This job description is not intended to be all inclusive and employee will be expected to perform other reasonably related duties as assigned. Minimum Qualifications and Desired Skills • Bachelor's degree and at least 3-5 years of experience in a real estate development finance, program or project management role, preferably with a focus on homeownership. Master’s degree in architecture, urban planning or finance related field preferred., • Demonstrated interest in real estate finance and underwriting. Experience with homeownership development preferred., • Demonstrated interest in the relationship between housing development and community revitalization., • Understanding of how to work effectively in and with diverse communities., • Demonstrated experience working independently and exercising good judgment, • Ability to communicate effectively both orally and in writing with attention to detail and professionalism in all communications., • Well organized and self-motivated with ability to work under pressure, while prioritizing and managing multiple tasks and projects., • Comprehensive experience with Microsoft Office and general comfort with technology. Fluency with Word and Excel is essential. What we offer at NYSHCR: • Extensive benefits package including paid leave, including excellent health, dental, vision and retirement benefits with the New York State & Local Employees’ Retirement System., • Promotional opportunity for dedicated professionals, • Work life balance benefits including a 37.5 hour work week and paid time off benefits including, vacation, sick, personal days, and Federal Holidays, • Opportunity for compressed scheduling, • 12 weeks of Paid Parental Leave, • Paid Family Leave, • Opportunity for compressed/flextime scheduling, • As a New York State employee, you may qualify to participate in the Federal Public Service Loan Forgiveness Program (PSLF). The PSLF Program forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under an accepted repayment plan and while working full-time for an eligible employer. Additional SONYMA/HFA/AHC Benefits: • Cash in for Wellness! This program provides you with the option of buying or renewing a health club membership of your choice or enrolling in a weight loss and or smoking cessation program, using your sick leave accruals., • Tuition reimbursement program – for job related and non-job related courses, • Vacation Leave Buy-Back program – Subject to approval, every year eligible employees may exchange previously earned and accrued vacation time in return for cash compensation (at employee’s daily rate of pay at time of exchange), • Access to Plum Benefits – savings on movie tickets, theme parks, hotels, tours, Broadway shows and more!, • Optical reimbursement program – Employees are eligible for optical, hearing aid, and podiatric expenses not otherwise covered by insurance, with a maximum aggregate amount of $650 per year, per family. Unused yearly balances may be carried over to the next year for a maximum of $1300 About New York State Homes and Community Renewal: Under the leadership of Governor Kathy Hochul and Commissioner RuthAnne Visnauskas, HCR is a vibrant, innovative agency that integrates and leverages New York State’s housing resources. We have offices in New York City, Albany, Buffalo and Syracuse, and employ a diverse workforce of professionals who are hard-working and committed to serving low and moderate income families. Our mission is far reaching, encompassing single and multifamily housing finance, home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and backgrounds in public policy, administration, real estate, construction, finance, law, and many other areas of expertise. We seek to provide a workplace environment that is productive, flexible, accountable, ethical, and caring. Our employees are empowered to make a difference where they live and work. We offer competitive pay and a comprehensive benefits package, including paid leave, health, dental, vision, retirement, and family-friendly policies.

Job Description Dealpath is leading the digital transformation of real estate investment, powering decisions for the world's largest asset class. As we accelerate our investment in AI to redefine what's possible, we're seeking a hands-on and visionary Principal Product Manager to spearhead our AI initiatives, drive product innovation, and deliver business growth. In this strategic role, reporting to the VP of Product & Design, you'll collaborate with our CTO, SVP of Product, design, engineering, and executives from global investment firms (e.g., Blackstone, Nuveen, Starwood, Oxford, CBRE, JLL). Your mission: harness emerging AI technologies to build products that unlock smarter, faster, and more impactful real estate investment decisions, while being deeply involved in ensuring model quality, success, and broader thought leadership. Why This Role Matters AI is reshaping nearly every industry and Dealpath is poised to lead this transformation in real estate investment. As a Product Manager for AI, you'll: • Define and Drive the AI Vision: Shape a forward-thinking AI strategy that integrates seamlessly with the broader product roadmap and delivers measurable business outcomes., • Lead Thought Leadership: Represent Dealpath's AI innovation by creating content, hosting webinars, and engaging with clients and prospects.We're excited to have you, • Lead the AI Product Roadmap: Define, prioritize, and execute a bold AI product roadmap — balancing near-term wins with long-term platform thinking — and ensure it ladders up to Dealpath's broader product and business goals., • Drive End-to-End Execution: Rapidly prototype and vibe code AI-powered solutions for early user testing, build and maintain AI evals to validate model performance, and partner with AI/ML engineers to develop proof of concepts. Lead cross-functional collaboration with AI/ML, front-end engineering, design, and marketing to bring polished, production-ready AI products to market., • Innovate on Real-World Investment Workflows: Identify the highest-leverage opportunities to apply AI across the deal lifecycle — from sourcing/screening to underwriting to asset management — and build solutions that meaningfully reduce manual work for real estate professionals., • Be Customer-Focused: Engage directly with sophisticated real estate clients to uncover pain points, pressure-test solutions, and ensure what we ship actually moves the needle for their workflows., • Communicate and Align: Serve as the internal and external voice of Dealpath's AI strategy — presenting the roadmap, sharing progress, and building confidence with stakeholders from the executive team to enterprise customers.Qualifications, • 8+ years in product management, with a meaningful portion spent shipping AI-powered products. You've been close enough to the work to understand what it actually takes to go from a model in development to a feature in production., • Proven experience working alongside ML engineers — creating and iterating on AI evals, diagnosing model failures, and driving continuous improvement. You're not afraid to get into the details and participate in systems & agent design discussion., • Comfortable spinning up rough AI prototypes and vibe coding proof-of-concepts to test ideas with users before committing to a full build., • Working knowledge of LLMs, RAG pipelines, agentic systems, and MCP — enough to make informed build-vs-buy decisions and have credible technical conversations with AI/ML engineers., • Experience building AI products that require human calibration, oversight, and feedback loops — and the product intuition to know when to automate and when to keep humans in the loop., • Ability to engage directly with sophisticated enterprise clients, set realistic expectations during AI calibration phases, and maintain trust even when the product is still evolving., • Comfortable representing Dealpath's AI vision externally — whether hosting webinars, contributing to thought leadership content, or speaking at industry events., • Proven ability to distill complex AI concepts into narratives that resonate with executives, customers, and cross-functional partners alike., • Ability to work in our San Francisco or NYC office 3+ days per week.Bonus Points, • Experience in real estate, private equity, or investment management., • Background in enterprise SaaS, collaboration software, or data visualization tools., • Experience developing monetization strategies for AI products.Why Join Dealpath?, • Shape the Future: Drive AI innovation that transforms real estate investment., • High Impact: Influence business outcomes for the world's leading investment firms., • Growth Opportunity: Lead at a pivotal stage of growth and shape the future of Dealpath's AI capabilities., • Thought Leadership: Be the voice of AI innovation at Dealpath, engaging with industry leaders and shaping the conversation., • Leverage unique & proprietary data sets to train and refine AI models, enabling more powerful, tailored, and effective AI solutions., • Access to cutting-edge AI tools & technology to leverage for prototyping & thought partnership The Perks & Culture: • Medical, dental, & vision insurance coverage options., • Hybrid 3 day in office requirement, Tuesday, Wednesday, Thursday., • Flexible Spending Account., • Paid Parental Leave., • 401(k)., • Company sponsored commuter benefits., • Flexible time off policy., • Catered lunches and snacks., • Monthly wellness reimbursement., • This role is eligible for total on target earnings (OTE) of $175,000 - $200,000 annually, which includes base salary plus a target variable component., • This position is also eligible for Dealpath's equity plan., • Your compensation will be based upon several factors including your experience, qualifications, education, and the skills assessed in Dealpath's interview process., • Your actual compensation will be confirmed in writing at the time of offer., • Dealpath's compensation ranges are determined by current market data, and compensation data posted on our job posts may change as new market data becomes available. About Dealpath: Dealpath is the world's largest and most trusted real estate investment management platform. To date, Dealpath has powered over $10 trillion in transactions in partnership with hundreds of firms, from leading global institutions including Blackstone, Nuveen, LaSalle, CBRE IM, and MetLife to lean mid-market and regional organizations. Dealpath drives investment performance by uniting data, insights, and execution in a platform purpose-built for real estate, giving firms the tools they need to operate with speed and precision and unlock opportunity in a dynamic and competitive landscape where information reigns supreme. Our company is led by an experienced team and backed by a combination of top tier venture capital firms and strategic industry partners including: Blackstone, Nasdaq, 8VC, JLL Spark, WTI, GreenSoil Investments, LeFrak, Milstein, Bechtel, and Morgan Stanley Expansion Capital. We value your voice! If you get excited about solving real business challenges and working closely with other smart folks in a winning culture - we'd love to meet you!

Job DescriptionWe are looking for a Portfolio Manager to manage the full lifecycle for our public equities fund. This is a senior investment role with full P&L ownership, requiring deep fundamental analysis capabilities, conviction-driven capital allocation, and hands-on execution. The ideal candidate is a buy-side professional who thrives on underwriting equity positions from the ground up and managing risk through the full investment lifecycle. The Portfolio Manager will be responsible for analysis, capital allocation and execution along strategic principles, ensuring strong fund performance. As a Portfolio Manager, you will collaborate with the Research, Trading and Operations teams on portfolio optimization frameworks and operational and trading execution best practices. What you’ll do: • Drive P&L performance for the Equity strategies on a risk-adjusted return basis, • Own portfolio risk management including position sizing, gross/net exposure, and drawdown budgets within defined risk parameters, • Execute trades with precision and accuracy, demonstrating a commitment to staying tuned in and responsive to market changes, • Build on the existing strategy and track record from across the platform, • Develop, write up, recommend and select ideas within the strategy, • Manage trade execution across venues and products, • Portfolio risk monitoring, • Actively track markets to identify market dislocations and relative value opportunities, • Assist with investor relations activity during the monthly reporting cycle and capital formation activities Our ideal candidate:, • 8+ years of buy-side investment experience at an Investment Manager, crypto firm, Investment Bank, Hedge Fund, or similar, with direct experience managing capital and generating alpha, • Comfort with both the institutional rigor of a fundamental bottom-up equity analysis, an appreciation for market technicals, as well as the flexibility to consider the potential upside of blockchain and other frontier technologies., • A passion for investing and a love for the dynamic nature of the financial markets., • Self-directed investor comfortable owning the full investment lifecycle: idea generation, fundamental analysis, position entry, ongoing monitoring, and exit, • Demonstrable, auditable track record of P&L generation across market cycles; ability to articulate investment process and attribution, • Willingness to work in a team and within a risk mandate structure, • Advanced Excel skills with experience utilizing dynamic parameters, flexible modeling, sensitivity analysis, and data aggregation & analysis, • Strong analytical and problem-solving skills, • Outstanding presentation, reporting, and communication skills, • Excellent understanding of industry trends and best practices, • Ability to execute under pressure and within tight timelines while juggling multiple objectives, • Detail-orientated and delivery-focused approach, • Robust people skills, with a focus on collaboration and the ability to work effectively as part of a team, • Bachelor’s Degree or equivalent experience, • Previous experience trading digital assets is highly desirable, • Experience with derivatives and DeFi preferred, • Comfort with scripting languages or other development experience with a data science/statistical analysis background is a plus Compensation: A well-qualified candidate, based in New York City, can expect a base salary of $200,000.00 - $250,000.00 plus participation in the fund’s carried interest pool. A standard offer from Hivemind Capital includes base compensation, incentive-based compensation such as discretionary bonuses or upside, and a highly competitive benefits and perks package. Offers are determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among our team. About us:Hivemind Capital Partners is a global investment group operating at the intersection of traditional finance and the onchain economy. Founded in 2021, Hivemind allocates institutional capital across a diverse set of investment strategies, and implements technology infrastructure to help assets and institutions transition onto blockchain rails with discipline, durability, and scale. We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job Description Position: Private Client Relationship Manager Department: Personal Risk Management Reports To: Chief Operating Officer Employment Status: Full-Time, Exempt Office Location: Corporate Office, NY Job Summary Personal Risk Management Solutions is looking for a Private Client Relationship Manager for Property & Casualty insurance operations. Personal Risk Management Solutions is a boutique insurance agency which focuses solely on personal insurance. Job Specific Responsibilities and Duties: • Determine strategic placement of new accounts through analysis of current coverage and knowledge of products available. Run flood determinations, clue reports, and motor vehicle reports to help determine levels of exposure and strategize with sales executives and service team as to where to market accounts, • Act as advisor to clients and make recommendations and suggestions best suited for their needs. Respond to any direct communications and lead renewal process, • Create proposals by reviewing client information, policies and underwriting file and formulate a comprehensive insurance program once carrier negotiations are complete., • Negotiate with underwriters by utilizing comprehensive, creative thinking to implement best possible solutions for our clients, • Report claims to carrier and follow up until conclusion. Maintain contact with clients during the process. Ensure that clients are extremely satisfied with the outcome, • Analyze home appraisals and compare to current policy coverages to determine accuracy and/or inefficiencies. Communicate result of the appraisal with the client, • Drive renewal process by analysis of client's insurance program (coverages, claims, file notes and annual activity) and marketplace opportunities. Communicate with team members on renewal strategy and ensure implementation, • Analyze daily suspense reports. Determine appropriate response per item. Advise additional team members if necessary, • Process endorsement requests by determining best consecutive order for multiple changes and accurate relay of information from the client to the carrier, • Involvement in planning of workflows, procedures, and processes. Provide ideas and feedback to superiors to allow for more efficiency in daily servicing of clients, • Draft templates for client form letters by developing various product line subject matter and applying to specific client situations ., • Run daily activity reports from carrier websites and coordinate with the service team items to be addressed. Items must be prioritized accordingly and addressed by the appropriate team member. Discuss with insurance company partner when appropriate, • Assist in maintaining licensing schedule and carrier licensing records, • Assist with any marketing material, sales campaigns, etc., • Assist with general administrative duties in office: mail, phones, scanning of client documents, and special projects. Basic Responsibilities: • Respond to incoming calls, e-mails, mail and in-person requests, • Comply with company policies, practices and procedures, • Attend meetings and prepare follow-up as needed, • Set goals, prioritize and execute duties of the position, • Manage documents, files and electronic information in an organized, efficient and secure manner, • Interact with customers in a professional and pleasant manner, • Represent company as a professional in appearance and manner, • Communicate written and oral communication at the highest level of professionalism and integrity, • Perform quality and quantity duties as expected for position, • Complete company required training courses as assigned Qualifications: • Bachelor's degree (B.A.) from four year college or university; or, • Two years or more related experience and/or training; or equivalent combination and experience Educational requirement; and any preferred level of education, • Ability to train for and obtain a New York State Property & Casualty license Salary Range: $90,000 - $100,000

Job Description SVP, Sales Operations Who We Are Based in New Jersey and established in 2010, Asset Based Lending, LLC (“ABL”) is one of the nation’s leading Hard Money Lenders. We provide fast bridge financing to real estate investors for the purchase, renovation, or new construction of single family, multi-family and mixed-use properties, as well as DSCR rental loans for long-term investors. We have closed thousands of loans since we began lending, producing more than $3.5 in originations. ABL was acquired by a private equity firm in 2021 and with a renewed focus on growth, we’ve set our sights on consistent evolution and cementing our place as the premier private lender in the country. Our Mission is Simple: • Make Good Loans, • Provide Exceptional Service, Every Time, • Protect The Firm, • Build The Future Role Summary The SVP, Sales Operations is a senior leadership role responsible for building, owning, and continuously improving the operational infrastructure that powers ABL’s sales organization. This is the functional owner of Sales Ops at ABL — not a coordinator or an analyst, but a leader with full accountability for how the sales engine runs. ABL is transitioning to a performance-based sales operating model. That transition requires someone who has done this before: built the systems, designed the processes, and led organizations through the discipline of data-driven sales management. This leader will establish what does not yet exist, fix what is broken, and set the standard for how a high-performing sales organization operates at scale. This role reports to the Head of Sales and operates with significant autonomy and authority. It is not a support function — it is a strategic leadership position with direct impact on revenue, operational efficiency, and ABL’s long-term competitive positioning. What You Will Own Sales Infrastructure & Standard Work • Design and implement the full operating framework for ABL’s sales organization — from lead to close to post-close handoff, • Define role-specific standard work for every layer of the sales organization: Loan Officers, Branch Managers, Regional Directors, Sales Assistants, and Inside Sales, • Build and maintain playbooks that capture best practices, codify expectations, and make institutional knowledge transferable and scalable, • Establish operating cadences at every level — daily activity standards, weekly reviews, monthly performance cycles — and hold the organization accountable to them, • Identify where process gaps are causing revenue leakage or execution inconsistency and fix them CRM Ownership & Data Integrity • Take full ownership of HubSpot as the system of record for all sales activity — pipeline, deal data, contact records, and reporting, • Establish and enforce pipeline definitions, deal stage standards, and data entry requirements across the organization, • Build accountability structures that ensure data quality is maintained, not just corrected after the fact, • Own lead routing, attribution logic, and dispute resolution — these must be clean, documented, and not subject to interpretation, • Partner with Technology on CRM integrations, enhancements, and rollouts; serve as the business-side decision-maker for all Sales Ops–related system changes Technology Launch Ownership • Serve as the business owner for all technology launches that touch the sales organization — not a reviewer or a stakeholder, but the accountable party responsible for readiness, adoption, and outcomes, • Own the sales-side launch plan for any platform rollout: user readiness, training, workflow integration, data migration, and go-live validation, • Ensure that no technology goes live for the sales team without a clear operating model in place for how it will be used, measured, and supported, • Partner with Technology leadership during build and configuration phases to represent the sales organization’s operational requirements — and hold vendors and internal teams accountable to delivering against them, • This accountability extends across all platforms — LOS, servicing systems, borrower and broker portals, internal tools, and any future technology investments that affect how the sales team operates, • Post-launch, own adoption monitoring and course-correction; a successful launch is measured by utilization and outcome, not go-live date Reporting, Analytics & Forecasting • Build and own the reporting infrastructure that gives sales leadership, Finance, and the CEO real-time visibility into pipeline health, production, and team performance, • Develop and maintain forecasting models that produce reliable, branch-level projections — not approximations, • Track and report on KPIs across all sales roles and tiers: pull-through, conversion, pipeline aging, fallout, cycle time, and volume, • Surface insights proactively — the expectation is that leadership learns about problems from this role before they become crises, • Own the monthly sales reporting package delivered to Finance and the CEO Branch P&L & Financial Alignment • Lead the build-out of branch-level P&L reporting in close partnership with Finance, • Develop the tracking infrastructure, data inputs, and reporting cadence needed to make branch economics visible and actionable, • Serve as the operational bridge between sales production data and financial performance analysis, • Support Finance in building the model that enables ABL to evaluate branch and regional profitability consistently Team Leadership & Development • Hire, lead, and develop the Sales Operations function as it grows — beginning with the Sales Operations Manager (L5/L6) and expanding as the business scales, • Set clear expectations and performance standards for the Sales Ops team; model the discipline and rigor expected across the sales organization, • Build a team culture grounded in accuracy, accountability, and proactive problem-solving, • Develop internal talent and create a function that grows in capability alongside ABL’s growth Cross-Functional Leadership • Serve as the senior Sales representative to Operations, Underwriting, Finance, and Technology on process, systems, and performance matters, • Drive resolution of cross-functional friction that slows deal progression or creates execution inconsistency — at the root, not the symptom, • Participate in and influence product and technology governance decisions that affect the sales organization, • Partner with the Head of Sales to translate strategic direction into operational reality; serve as the operational counterpart to sales leadership’s market-facing work What Success Looks Like Within the first 90 days: • A clear-eyed diagnostic of where the gaps are — systems, data, process, and people — with a prioritized action plan presented to the CEO, • Active relationships with the Head of Sales, Finance, Operations, and Technology leaders, • HubSpot audit complete with a data remediation and governance plan in motion Within the first 6 months: • Core playbooks drafted and in use for at least three sales roles, • Sales reporting package live and actively used by leadership for decision-making, • Pipeline data materially cleaner with accountability structures in place, • Forecasting template functioning and producing reliable inputs to Finance Within the first year: • Full operating framework in place across all sales roles and regions, • Branch P&L infrastructure built and in active use, • Sales Ops recognized internally as a trusted, reliable, and indispensable partner, • The function is staffed, structured, and operating with the independence appropriate to an L7 owner Qualifications • 8+ years of progressive experience in sales operations, revenue operations, or a related function — with at least 3 years in a senior leadership capacity, • Demonstrated track record of building sales operations infrastructure from an early-stage or underdeveloped state, • Deep HubSpot expertise: pipeline governance, workflow automation, reporting, data quality, and CRM administration, • Strong command of sales forecasting, dashboard development, and performance analytics, • Experience leading and developing a team, with the ability to hire, onboard, and grow talent, • High proficiency in Microsoft Excel or Google Sheets; familiarity with BI tooling a plus, • Experience working cross-functionally with Finance, Technology, and Operations leadership, • Exceptional communication skills — able to translate complexity into clear guidance and present credibly to senior leadership, • Highly organized with strong follow-through and the instinct to close loops, not just open them Preferred Qualifications • Background in hard money lending, bridge financing, private lending, or mortgage, • Experience building or managing branch-level P&L structures, • Exposure to scaling a sales organization through a PE-backed growth phase, • Experience with process improvement methodologies and change management

Job Description JOB TITLE: Manufactured Homes Case Manager (Program Manager) DEPARTMENT: Lending REPORTS TO: Vice President of Lending & Servicing FLSA: Exempt SALARY RANGE: $70,000 - $81,000 About the Center The Center for New York City Neighborhoods, Inc. (the “Center”) is a not-for-profit that promotes and protects affordable homeownership so middle- and working-class families can build strong, thriving communities. We meet the diverse needs of homeowners by offering free, high-quality housing counseling and services, coordinating a network of service providers across the city, and providing free or low-cost loans for homeownership. Through our work, the Center supports and expands homeownership across New York by developing programs that focus on underserved communities. We have successfully delivered over $500 million to homeowners in several state-wide interventions, in response to physical, financial, and health crises, working with both the city and state to expand protections for New Yorkers. By helping homeowners individually and systematically, the Center achieves lasting change. To date, the Center, together with its partners, has helped more than 250,000 low- and moderate-income (LMI) families with a median annual income of $46,000 keep their homes and gain financial stability, preserving over $10 billion in neighborhood property value across New York. Position Summary The Manufactured Homes Case Manager is an important member of the Lending team who will support management and staff in the implementation and management of rapidly growing residential mortgage lending programs supporting excluded and distressed homeowners. Reporting to the VP of Lending & Servicing, the Manufactured Homes Case Manager will be responsible for supporting homeowners through the application and lending process, and supervising and conducting loan reviews in the Manufactured Homes SONYMA loan program. This is a full-time, FLSA-exempt position. We operate under a hybrid office model, requiring staff to work a minimum of two days per week on site to support collaboration, connection, and impact. Candidates must be able to meet these in-office expectations. Responsibilities may include, but are not limited to: Key Responsibilities • Educate and advise borrowers on manufactured home loan products and eligibility, • Collect and review initial loan applications and disclosures, • Maintain strong relationships with clients, builders, and referral partners, • Provide accurate loan estimates and explain loan terms and conditions, • Advocate for borrowers throughout the loan process to ensure informed decision-making, • Ensure a smooth and transparent experience for borrowers throughout the processApplication, • Review and verify loan documentation for completeness and accuracy, • Order and track third-party services (e.g., appraisals, MV Title), • Communicate with borrowers, community owners, and manufacturers/retailers to gather required documentation, • Ensure compliance with program guidelines and regulatory requirements Approval & Closing • Conduct preliminary analysis of borrower credit, income, assets, and collateral, • Apply manufactured home loan program guidelines to assess eligibility and qualification, • Prepare loan files for underwriting review and maintain pipeline updates, • Identify red flags and escalate complex issues, • Assist in issuing conditional approvals and clearing conditions, • Coordinate closing and fundingQualifications, • 3+ years of experience in mortgage lending, including loan origination and processing, • Exposure to underwriting or manufactured home lending preferred, • Strong understanding of mortgage documentation, compliance, and customer service, • Excellent communication, organizational, and multitasking skills, • Proficiency in loan origination systems (e.g., Encompass, Calyx) and Microsoft Office, a plus Skills & Qualifications • Bachelor’s degree or commensurate experience in residential/Manufactured Home mortgages, • Understanding of requirements to integrate product with loan closing for new Manufactured Homes lending programs;, • Experience with staff management and training preferred;, • Experience drafting and updating policies and procedures preferred;, • Excellent communication and interpersonal skills;, • Ability to track and prioritize a diverse number of issues over a broad workload;, • A strong capacity to handle high volumes of loan volume;, • Experience with Microsoft Office Suite, Google Suite, BytePro or other mortgage loan origination software platforms, and Salesforce or other CRM platform Values • Demonstrate Ownership by showing initiative, active problem solving, being solution-oriented, acting conscientiously, and putting team results above individual accomplishments, • Demonstrate Growth Mindset through resilience, humility, engaging in expansive thinking, and showing curiosity and openness to learning, • Work collaboratively by demonstrating the ability to work in teams, exhibiting emotional intelligence, and having positive energy Salary We offer a competitive salary and a comprehensive benefits package. Application To apply for this position, please submit your cover letter with salary requirements, resume with minimum 3 work related references through our cnycn.org website. Only those candidates selected for an interview will be contacted. Applicant review will continue until the position is filled. The Center strongly encourages Section 3 residents to participate in this hiring effort. Information to determine if you are a Section 3 resident can be obtained by contacting careers@cnycn.org. Persons requiring reasonable accommodation to participate in this hiring effort are requested to contact: careers@cnycn.org. We thank you for your interest in career opportunities with the Center for NYC Neighborhoods. The Center for NYC Neighborhoods is an equal opportunity employer. We recruit, hire, upgrade, train, and promote for all positions and job classifications without regard to race, color, religion, creed, gender, national origin, age, physical or mental disability, marital, veteran or disabled veteran status, sexual orientation, or any other status as a member of any other legally protected group or activity. To learn more, visit cnycn.org Powered by JazzHR vUGtcR8fzd

Job Description Credit Manager Summary: The Credit Manager is responsible for overseeing the credit granting process, assessing the creditworthiness of customers and managing the organization's overall credit risk. They monitor customer accounts to ensure timely payments and develop strategies to minimize bad debt and optimize cash flow. Essential Duties and Responsibilities: • Coordinates the credit approval process, encompassing tasks such as processing credit applications and initiating investigations into customer’s bank and trade references., • Evaluates the creditworthiness of potential and existing customers, including the establishment of payment terms and credit limits., • Assesses customer credit eligibility for internal financing and leasing initiatives, while also overseeing the preparation of leasing and loan documentation and managing collections., • Monitors credit risk associated with customer accounts and reviews aging reports, coordinating the collection of past-due amounts., • Proficiently handles challenging and delicate collection calls with customers, ensuring professionalism and effectiveness., • Collaborates with relevant personnel and managers to exchange information, resolve customer issues and disputes and maintain accurate records., • Partners closely with sales teams to facilitate the successful closure of deals with customers., • Executes cash application processes, generates pro forma invoices, conducts credit card transactions, and performs other duties related to customer accounts and receivables management., • Coordinates with customer service department to follow-up on customer short pays or billing disputes., • Perform additional duties as assigned. Qualifications: • Bachelor’s degree (B.A.) or equivalent preferred; preferred areas of study include accounting, finance, business, economics, or similar fields., • 2 or more years of experience in accounts receivable and collections., • Experience with assessment of credit risk, financial underwriting preferred., • Ability to work with all levels of management., • Ability to thrive in a hectic, fast-paced, and rapidly changing environment., • Excellent written and verbal communication skills, which include over the phone and in face-to-face interactions. Exceptionally strong quantitative skills., • Ability to manage priorities and workflow., • Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm., • Strong customer service focus., • Must have good skills in Microsoft Office applications including strong proficiency with MS Word & Excel. Compensation and Benefits: • Competitive salary; commensurate with experience., • Casual work environment., • Paid Holiday, Vacation and Sick., • Medical, Dental, Vision, FSA, 401(k) with match, and numerous other benefit options available. Equal Employment Opportunity Statement H. Betti Industries, Inc, provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Company DescriptionBetson Enterprises is the leading coin operated distributor of amusement and vending equipment, coin operated parts, and service in the United States since 1934. Betson Enterprises is a division of H. Betti Industries, Inc., with around 350 employees, 12 distribution offices located across the United States and over 90 years’ experience and leadership in the coin operated industry. Betson Enterprises offers amusement, music, prize merchandisers, and vending equipment. Betson also distributes coin-operated parts, provides technical service and repair, and customized financing. Imperial International, a division of H. Betti Industries, Inc. is the largest wholesale distributor of billiard products and accessories in the United States.Betson Enterprises is the leading coin operated distributor of amusement and vending equipment, coin operated parts, and service in the United States since 1934. Betson Enterprises is a division of H. Betti Industries, Inc., with around 350 employees, 12 distribution offices located across the United States and over 90 years’ experience and leadership in the coin operated industry. Betson Enterprises offers amusement, music, prize merchandisers, and vending equipment. Betson also distributes coin-operated parts, provides technical service and repair, and customized financing. Imperial International, a division of H. Betti Industries, Inc. is the largest wholesale distributor of billiard products and accessories in the United States.

Job Description The Vice President, C&I Credit Underwriter is responsible for the independent underwriting and risk assessment of credit facilities extended to middle market companies across the technology, healthcare, and sponsor-backed sectors. This role supports lending activity for both corporate and private equity-sponsored borrowers, including financing supporting platform investments, recapitalizations, and tuck-in acquisitions. The Vice President partners with Relationship Management teams during transaction origination to evaluate credit opportunities and structure facilities consistent with the bank’s risk appetite, regulatory expectations, and portfolio strategy. The role is responsible for conducting comprehensive credit analysis, evaluating borrower performance and industry dynamics, structuring appropriate credit protections, and preparing credit memoranda for approval by senior credit officers. In addition to transaction underwriting responsibilities, the Vice President supports ongoing portfolio credit oversight and participates in monitoring borrower performance and emerging credit risks. Essential Job Functions: • Transaction Underwriting, • Lead the independent underwriting and credit analysis of new lending transactions across technology, healthcare, and sponsor-backed middle market borrowers., • Evaluate borrower financial performance, operating trends, and projections to assess cash flow generation, leverage capacity, liquidity, and debt service ability., • Perform detailed financial modeling including:, • EBITDA normalization and quality of earnings analysis, • leverage and liquidity analysis, • free cash flow generation, • downside stress testing., • Assess technology and healthcare business models, including recurring revenue structures, customer concentration, reimbursement frameworks, regulatory considerations, and competitive positioning., • Underwrite private equity-sponsored transactions, including platform financings and add-on / tuck-in acquisitions, evaluating sponsor support, integration risk, and post-transaction leverage., • Structure credit facilities including:, • revolving credit facilities, • term loans, • acquisition facilities, • delayed draw term loans., • Identify key credit risks and structure appropriate financial covenants, collateral support, reporting requirements, and structural mitigants., • Prepare term sheets, prescreen memos, and comprehensive credit approval memoranda summarizing borrower performance, transaction structure, industry outlook, risk considerations, and recommended credit terms., • Present transactions to credit committees and senior credit officers as required., • Portfolio Credit Oversight, • Monitor the credit performance of assigned borrowers within the technology, healthcare, and sponsor finance portfolio., • Review borrower financial statements, covenant compliance certificates, and operating metrics to assess performance relative to underwriting expectations., • Evaluate the impact of acquisitions, add-on strategies, and changes in capital structure on borrower credit profile., • Identify emerging risks and recommend appropriate actions including risk rating changes, amendments, waivers, or restructuring strategies where necessary., • Participate in periodic portfolio reviews and credit risk discussions with senior credit leadership., • Collaboration and Professional Contribution, • Partner with Relationship Managers teams to evaluate prospective lending opportunities., • Provide guidance regarding credit structure, leverage tolerance, covenant frameworks, and credit risk considerations during early-stage transaction discussions., • Participate in borrower management meetings, lender presentations, and sponsor diligence discussions as appropriate., • Support the development of the bank’s technology, healthcare, and sponsor finance lending platform through disciplined credit structuring and thoughtful risk assessment., • Credit Governance & Risk Management, • Ensure credit underwriting and approval processes comply with the bank’s credit policies, regulatory guidance, and risk management standards., • Coordinate with legal counsel and internal teams regarding loan documentation and closing conditions., • Maintain complete and well-documented credit files supporting underwriting decisions., • Support internal credit review, audit, and regulatory examinations as required. Knowledge, Skills, and Experience Requirements: • Bachelor’s degree in Finance, Accounting, Business Administration, or related discipline. An MBA and/or CFA, CRC a plus., • 5–10 years of commercial banking or sponsor finance credit underwriting experience, preferably within middle market lending., • Demonstrated experience underwriting cash flow-based lending transactions., • Experience evaluating private equity sponsor-backed borrowers and acquisition financings, including add-on or tuck-in strategies., • Familiarity with technology and healthcare sectors, including SaaS revenue models, technology-enabled services, and healthcare services providers., • Strong financial modeling skills and ability to evaluate leverage capacity, liquidity profiles, and downside scenarios., • Experience structuring financial covenants, collateral packages, and credit protections., • Excellent written communication skills with ability to prepare clear and concise credit memoranda., • Ability to manage multiple transactions simultaneously in a deadline-driven environment., • Strong analytical judgment and ability to work collaboratively with origination, risk, and credit leadership. Our job titles may span more than one career level. The starting base salary for this role is between $130,000.00 – $150,000.00. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Asset Manager Location: New York City, full-time, in-office. Moderate travel to properties required. Reports To: Senior Leadership Position Overview Summit Properties USA owns and manages a portfolio of 26 enclosed regional malls across the East Coast and Midwest. The Asset Manager will be responsible for a defined subset of these properties, serving as the primary point of accountability for each one. This is a high-engagement role requiring daily immersion in asset performance, operations, leasing, and financials. We are looking for a seasoned professional with genuine command of real estate fundamentals, strong financial acumen, and the discipline to manage a demanding portfolio with rigor and consistency. Key Responsibilities Asset Ownership & Strategy • Serve as the internal expert on each assigned asset; maintain current, comprehensive knowledge of its performance, strategy, and risk profile at all times., • Develop and execute annual business plans aligned with corporate objectives; monitor KPIs and lead corrective action when needed., • Anticipate risks, plan for capital needs, and maintain a forward-looking perspective on each asset's trajectory. Operations • Maintain close, regular contact with on-site Property Managers; conduct property visits and ensure operational standards are upheld., • Proactively identify operational issues, inefficiencies, and cost reduction opportunities; resolve them before they escalate., • Oversee vendor and contractor relationships to ensure they deliver value to the portfolio. Leasing • Stay fully current on leasing activity at each property: occupancy, expirations, active negotiations, and market conditions., • Collaborate with the leasing team and brokers on strategy, tenant mix, rental targets, and deal structure; evaluate deal economics in the context of asset goals. Financial Management & Reporting • Maintain full command of each asset's financial profile: NOI, expenses, capex, debt service, and variance analysis., • Lead the annual budgeting and forecasting process; prepare regular performance reports and investment recommendations for senior leadership., • Evaluate capital allocation decisions and support investment underwriting as needed. Value Creation & Stakeholder Coordination • Identify and pursue opportunities to enhance asset value through income growth, cost management, physical improvements, or repositioning; develop underwritten business cases for approval., • Serve as the primary liaison between on-site teams and the corporate office; coordinate across finance, legal, leasing, and construction., • Ensure approved projects are tracked and delivered on time and within budget. Qualifications & Profile • Directly relevant experience required. Prior background in real estate asset management, property management, or a comparable hands-on role. Experience across asset classes is a plus., • Strong financial acumen. Proficient in budgeting, underwriting, NOI analysis, variance reporting, and investment evaluation., • Value-oriented and disciplined. Thinks in terms of long-term performance and capital allocation; detail-oriented with consistent follow-through., • Credible communicator. Effective with property managers, brokers, legal counsel, and senior executives., • Minimum 4–6 years of progressive experience in real estate asset or property management. Bachelor's degree required. Summit Properties USA is an Equal Opportunity Employer. We make employment decisions based on qualifications and merit and do not discriminate on the basis of any protected characteristic.

Job Description Job Summary: The Vice President, Underwriter - Casualty will play a vital role that helps support the growth of the business by participating in the development and execution of strategic insurance programs for the organization. This position is with our client, a global program manager, and is hybrid in their New York office. Responsibilities: • Prepare reports, presentations and special projects to assist in ensuring the success of the new program onboard process., • Maintain responsibility for the daily oversight and communications of newly onboarded programs., • Review and analyze all facets of the due diligence process for actuarial, underwriting, claims, financials, compliance, operations, legal and regulatory., • Maintain responsibility for the documentation of the due diligence files, preparation of committee reports, development of contracts and overall maintenance of the program files., • Conduct research within the company and/or externally to obtain data to support new business initiatives., • Establish and maintain relationships with prospective program administrators and reinsurance brokers to provide excellent customer service., • Monitor the profitability, review underwriting audits, and check premium and claims bordereaux for consistency with the agreed upon program terms of newly onboarded programs., • Provide input to the development of product analysis, services, geographic focus and broker intelligence., • Review, evaluate, and recommend modifications to the underwriting and due diligence process., • Evaluate and analyze market trends for growth opportunities and compliance/regulatory guidelines., • Directly manage and develop more junior underwriters, and assist other leaders as necessary., • Support the Chief Underwriting Officer in the development and implementation of reinsurance strategies that align with the company’s risk tolerance, financial objectives and growth targets., • Analyze risk exposure and collaborate with underwriting and actuarial teams to assess the appropriate level of reinsurance coverage required., • Identify potential reinsurance partners and/or brokers within the established framework, and negotiate terms, pricing, and contract structures to optimize coverage and minimize risk., • Assist in the coordination of facultative strategies and controls., • Develop and foster relationships with reinsurance brokers and reinsurance markets to facilitate placements, execution of contract wording and gain market intelligence. Requirements: • 10+ years of experience in program underwriting and insurance industry, • Commercial auto experience, • Proven skills and abilities to build relationships in market, • Bachelor's degree Contact: Erin Gamez Senior Recruiter +1 (312) 884-0485 eshaughnessy@jacobsongroup.com Pay Range: The anticipated salary for this position is $200,000 annually. We understand salary is an important factor in a job search, and we encourage you to apply even if you feel that your desired compensation may fall outside of the listed range. The final pay for this position is determined based on several factors including but not limited to, relevant experience, skills and certifications, education and training, geographic location, market conditions, and internal equity. We are committed to finding the right candidate for this role and are open to discussing how your unique qualifications align with our needs.

Job Description About TruFund Financial Services TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need. Position Summary TruFund is seeking a strategic and experienced Vice President of Southern Regional Lending based in the Atlanta, GA market to oversee TruFund’s Southern Regional lending strategy and operations with a special focus on the administration and expansion of TruFund’s core small business loan products. TruFund’s Southern Regional markets include Alabama, Georgia, Texas and Louisiana. This senior leadership role will direct loan origination and supportunderwriting, portfolio management, and compliance across TruFund’s Southern Regional footprint while managing the full life cycle of TruFund’s loan products. The VP will work closely with internal teams, external partners, and stakeholders to ensure a high-impact, compliant, and scalable lending platform that meets the needs of small businesses in underserved communities nationwide. Reporting to the SVP & Chief Lending Officer, the VP of Southern Regional Lending will work closely with the Chief Lending Officer, VP of National CRE, VP of National Lending and AVP/Manager of Lending Programs & Administration to find the most suitable financing solutions for our clients and to effectively manage the loan process from origination through loan booking. The VP of Southern Regional Lending will continue to actively oversee the management of our borrower relationships throughout the term of their loan. Estimated Salary: $130,000-150,000 per year + Bonus as well as a full benefits package that includes health, life, dental and disability insurance, sick leave, 3 weeks’ vacation and 12 paid holidays per year. The position is a hybrid role and willbe based in TruFund’s Atlanta, Georgia market provided the candidate resides within a 30-mile radius of the office to support the once-weekly in-office requirement. About the Role: The VP of Southern Regional Lending will also work directly with community partners in our markets to source lending opportunities and to develop loan programs to support underserved small businesses. The VP of Southern Regional lending will provide clients with pre-and-post-loan technical assistance, conduct preliminary credit eligibility analysis, review / evaluate financial document and loan packaging alongside supporting the Chief Lending Officer in the execution of the Lending Teams strategic plan for the Southern Regional markets. Key Responsibilities: Southern Regional Lending Strategy & Leadership • Lead the development and execution of TruFund’s Southern Regional lending strategy in alignment with the organization’s mission and growth goals., • Oversee lending teams and activities across southern regionalmarkets (LA, AL, TX, GA) ensuring consistency, excellence, and impact., • Develop market-specific and southern regional strategies to grow the loan portfolio, deepen client relationships, and expand TruFund’s reach. SBA Loan Portfolio Administration • Lead the full administration of TruFund’s SBA 7(a) Community Advantage loan portfolio in Alabama and Louisiana., • Ensure SBA loan origination, underwriting, documentation, servicing, and reporting are fully compliant with SBA regulations and TruFund’s internal controls., • Maintain strong relationships with the SBA, industry partners, and regulators to ensure TruFund remains a high-performing and preferred lender., • Implement and manage internal policies, procedures, and controls to maintain a sound SBA loan program. Business Development & Community Engagement • Cultivate relationships with community partners, banks, government agencies, and economic development organizations to source high-quality lending opportunities., • Represent TruFund on Southern Regional lending / CDFI panels, conferences, and working groups to elevate visibility and influence in the industry., • Lead strategic efforts to attract new funding sources, including capital providers, grantmakers, and programmatic partners. Portfolio & Risk Management • Support the credit quality and risk management of the national loan portfolio., • Monitor portfolio performance and coordinate with Chief Credit Officer and TruFund’s portfolio management team on risk mitigation strategies as needed., • Partner with TruFund’s Finance and Compliance teams to ensure robust reporting and internal audits. KNOWLEDGE, EXPERIENCE, SKILLS, AND ABILITIES REQUIREMENTS Education and Related Work Experience: • Bachelor’s degree in Finance, Business, or related field; MBA or advanced degree preferred., • Minimum 10 years of progressive experience in commercial lending, including relevant experience with SBA 7(a) loan program., • Prior senior leadership work experience with community development lending, small business administration (SBA) loans and traditional / alternative loan programs is required. Knowledge, skills, and abilities: • Deep relevant knowledge of SBA 7(a) loan program, policies, and procedures., • Strong financial skills and ability to develop and interpret financial statements applied to business accounting and finance principles are required., • Superior analytical skills are required., • Must be proficient in Windows-based software., • Ability to travel to visit prospective and current clients as necessary., • Must possess the ability to meet performance goals, • Knowledge of the Alabama, Georgia, Texas and Louisianamarkets, including financial institutions, local government, and community organizations; and an understanding of local priorities, opportunities and challenges are preferred., • Strong commitment to community and economic development ideals, • Strong interpersonal skills and proven ability to work effectively with a wide variety of people and organizations, and in racially, ethnically and socioeconomically diverse environments. High degree of self-motivation, creativity and flexibility in face paced environment. EQUAL OPPORTUNITY EMPLOYER Company DescriptionTruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders. Our lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally. TruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.TruFund Financial Services, Inc. ("TruFund") is a 501(c)(3) Community Development Financial Institution (CDFI), certified by the U.S. Treasury Department’s CDFI Fund and headquartered in New York City with offices in LA, AL, TX & GA. Our mission is to promote and foster economic development within underserved communities and among disadvantaged populations. TruFund achieves this by providing innovative financial solutions that have a TruImpact, revitalize communities, and create jobs. As a nonprofit, mission-driven entity, TruFund offers affordable loan capital to small businesses and nonprofit organizations that are financially viable but have difficulty accessing capital from banks or other conventional lenders.\r\n\r\nOur lending and impact efforts are further enhanced through our two wholly owned subsidiaries: Empowerment Reinvestment Fund, a National CDE offering New Markets Tax Credit to enable access to private investment in distressed communities, and our Tru-Capital Investment Fund – Impact Developers Fund, which provides equity capital to established underrepresented affordable housing developers nationally.\r\n\r\nTruFund was established in 2005 as a nonprofit organization dedicated to advancing economic opportunities for people, businesses, and communities in need.

Project Manager, Development Location: Hybrid (2-3 days/week in Midtown Manhattan) Reports to: VP of Development Operations The Opportunity Devine & Co. builds affordable, supportive, and transitional housing for vulnerable New Yorkers. Founded in 2025, the firm works with leading non-profits, government agencies, and purpose-driven organizations to delivery fully integrated service-based housing solutions that work. We are seeking a Project Manager to support the development of affordable and supportive housing projects throughout New York, with a focus on New York City. This role combines project management, underwriting, deal execution, and partner coordination. You will work closely with nonprofit partners, public agencies, lenders, investors, consultants, and firm leadership to move projects from concept through closing and beyond. The ideal candidate is organized, analytical, entrepreneurial, and motivated by the opportunity to create housing for people who need it most. Key Responsibilities Development & Transaction Management • Lead affordable, supportive, and transitional housing projects from early underwriting through closing., • Coordinate nonprofit partners, public agencies, lenders, investors, and consultants., • Manage project schedules, budgets, financing processes, and due diligence., • Evaluate development opportunities and support transaction structuring., • Support construction-period budget tracking and project execution. Firm Operations & Growth • Maintain project tracking systems and workflow management tools., • Support leadership in implementing processes and improving organizational efficiency., • Assist with pipeline management, reporting, and strategic planning., • Help build the systems and infrastructure needed to support a growing company. Qualifications We are less concerned with checking every box than finding someone who is excited about our mission and capable of growing with the firm. Strong candidates will have: • 3–5+ years of experience in affordable housing, real estate development, underwriting, project management, community development lending, or a related field., • Knowledge of affordable housing finance and development in New York City., • Familiarity with LIHTC, Section 8, HUD, HPD, HCR, and related financing programs., • Strong financial analysis and Excel skills., • Excellent communication and relationship-management abilities., • Demonstrated interest in addressing housing affordability and homelessness. Compensation Salary of $90,000–$120,000 based on experience, plus discretionary bonus, medical and dental insurance, and 401K. To Apply Please do not respond via LinkedIn Easy Apply. Please submit the following to info@devine-co.com: • Resume, • Cover letter describing:, • Your interest in the position, • Relevant experience and qualifications, • Your perspective on the challenges of housing affordability and homelessness, • Salary requirements

Job DescriptionDescription High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Key Responsibilities • Supervision of HNW Account Manager(s), • Managing a book of business and working directly with clients and underwriting companies, • Communicating with clients and associates, • Fostering a great team environment Skills, Knowledge and Expertise • 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter, • Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements, • Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG, • Familiar with AMS 360 or EPIC agency management systems, • Strong interpersonal skills and written and oral communication skills, • Demonstrate ability to work in a team environment BenefitsMedical, dental, life, 401k with match, PTO, vacation, disability etc.

Job Description Role Overview We're seeking a Senior Risk Manager, Cards to own the data and risk intelligence behind Trovy's card product. You'll build the analytics infrastructure that drives card portfolio strategy, monitor and manage transaction fraud, and deliver the insights that keep Trovy's card performing well for both borrowers and the business. This role has clear ownership distinct from Trovy's credit and underwriting function, which focuses on origination and HELOC servicing. You'll work closely with our BIN sponsor and card network partners, and have direct influence on how Trovy's card product evolves. This is a senior IC role with meaningful growth potential as the card portfolio scales. Key Responsibilities Card Portfolio Analytics Own end-to-end card portfolio analytics: spend behavior, draw patterns, utilization, interchange economics, and cardholder engagement Build and maintain portfolio performance reporting for internal leadership, board, and lending partners Develop cohort and vintage analyses to track cardholder behavior over time and identify trends early Analyze the relationship between card usage and HELOC draw activity to surface insights on product engagement and cross-product behavior Model interchange revenue, rewards cost, and net card economics to inform product and pricing decisions Partner with finance on card-related forecasting and portfolio projections Fraud Risk & Detection Own Trovy's card fraud strategy across transaction fraud, card-not-present fraud, account takeover, and friendly fraud Build and maintain fraud detection rules, velocity controls, and behavioral models in partnership with product and engineering Monitor fraud loss trends by channel, merchant category, and cardholder segment, and respond to emerging patterns in real time Manage chargeback and dispute analytics, including win rate tracking and root cause analysis Evaluate and optimize third-party fraud tooling Coordinate with Trovy's BIN sponsor on fraud reporting, rule alignment, and network compliance requirements Experimentation & Optimization Design and analyze experiments across fraud controls, card features, and rewards, balancing loss reduction with cardholder experience Build frameworks to evaluate the tradeoff between fraud prevention and false positive rates on legitimate transactions Develop prioritization models for fraud intervention investments based on loss impact and operational cost Reporting & Stakeholder Communication Deliver regular fraud and portfolio performance readouts to leadership, with clear narratives and recommended actions Support board and investor reporting with accurate card portfolio metrics Communicate fraud trends and control changes to bank and network partners in a clear, structured format Translate complex analytics into actionable recommendations for non-technical stakeholders across product, compliance, and operations Qualifications 7+ years of experience in card analytics, fraud risk, or a closely related field at an issuer, fintech, or payment network Deep expertise in card transaction fraud — CNP, ATO, friendly fraud — and the detection and prevention tooling that supports it Strong card portfolio analytics background: interchange, spend analytics, utilization, cohort analysis, and cardholder behavior modeling Advanced SQL skills; proficiency in Python or R strongly preferred Experience with fraud detection platforms such as Feedzai, Sardine, Sift, or similar — ability to evaluate and optimize tooling is a plus Familiarity with Mastercard or Visa network rules, chargeback processes, and BIN sponsor relationships Card issuer experience required (fintech or bank) Comfortable operating as a senior IC in a fast-moving, early-stage environment What You'll Bring Deep analytical instincts — you live in the data and know how to find the signal in the noise A proactive approach to fraud risk — you're thinking three steps ahead, not just reacting to losses Strong judgment on when to tighten controls and when friction hurts more than it helps Ability to build from scratch — frameworks, models, and reporting infrastructure that didn't exist before you arrived Clear, confident communication with both technical teams and senior leadership Compensation & Benefits Compensation: Base Salary: $160,000 - $180,000 + Meaningful equity participation. Market Opportunity: Join a team tackling the $30T home equity market. Early Impact: Help shape our operations from the ground up. Ownership: Competitive salary, meaningful equity, and room to grow. Success: No sales commissions; your success is measured by customer outcomes, not volume Location: On-site, New York Benefits: 401K account, 100% company-paid dental, medical, vision and life insurance, flexible time off, and more. Compensation Range: $160K - $190K

Job Description Role Overview: The Analyst of Financial Asset Management is responsible for supporting day‑to‑day financial execution for the regional portfolio. This role focuses on portfolio maintenance, preparation of Investment Committee materials, and analytical support for asset management and transaction initiatives. The Analyst works closely with the Region Manager and Vice President, as well as the broader regional teams, to ensure financial models, reports, and materials are accurate, timely, and consistent, forming the foundation for effective regional decision‑making. Primary Responsibilities: Portfolio Maintenance & Financial Data Management • Maintain asset‑level financial models used for forecasting, planning, and reporting, • Update models for leasing activity, capital expenditures, budget changes, and other asset‑level events, • Coordinate with property management and leasing teams to gather required inputs, • Perform routine data checks and reconciliations to identify errors, inconsistencies, or missing inputs IC Preparation & Support: • Support preparation and updating of IC materials for the regional portfolio, • Populate models, tables, exhibits, and supporting analyses used in IC submissions, • Ensure IC materials are consistent with underlying models, • Incorporate feedback from the Manager accurately and efficiently Asset Management Project Support: • Provide analytical support for approved asset management initiatives and projects, • Prepare ad‑hoc analyses and exhibits to support leasing, capital planning, and operational decisions Transaction Support: • Support Transaction underwriting and diligence processes, • Develop asset-level Argus models for potential acquisition and disposition opportunities, • Refine acquisition underwriting models for transition into the Argus Financial Asset Management environment Reporting & Ongoing Analysis: • Prepare recurring financial reports and summaries for regional and executive use, • Coordinate with Property Management to produce analyses that estimate recovery impact on incremental spend, • Be responsive to regional requests for ad hoc financial analysis Team & Process Support: • Support Manager‑led workflows and recurring processes, • Build and leverage AI and PowerBI tools to improve team efficiency and decision-making, • Identify data gaps or process inefficiencies and raise them to the Manager Success Looks Like: • Financial models and materials that are consistently accurate and well‑maintained, • IC analyses that require minimal rework at the Manager level, • Strong attention to detail and responsiveness to feedback, • Dependable execution that enables Managers and Directors to operate efficiently Qualifications: • Bachelor’s degree required – finance, real estate, business, or economics major preferred, • Entry-level to one year of analyst experience, • Exposure to ARGUS preferred but not required, • Advanced proficiency in Excel, PowerPoint, Word, • Ability to multi-task and work well in a team-focused environment, • Excellent communication and organizational skills, • Professional approach and demeanor Brixmor offers a hybrid work schedule (first three days of the week in the office, the balance remote optional), very competitive pay commensurate with background and responsibilities plus a benefits and perks package that supports career engagement, growth, good health and connection with teammates and our communities. The base salary range for this position has been established as $75,000-$85,000 PLUS participation in our annual cash bonus plan. This salary range represents the Company’s good faith and reasonable estimate of the range of possible compensation at the time of posting. EOE (Brixmor is an Equal Opportunity Employer) Brixmor's Privacy Policy: https://www.brixmor.com/terms-and-policies/applicant-notice

Job Description Job Summary We are seeking a Healthcare Portfolio Manager to join BHI’s growing Healthcare platform (focused on Skilled Nursing & Senior Housing)—one of the Bank’s core strategic priorities. This is an exciting opportunity for an early-career professional who is eager to learn, build technical expertise, and gain hands-on experience within a dynamic and fast-paced business. This role is ideal for someone who is intellectually curious, detail-oriented, and motivated to grow within commercial banking. You will work closely with experienced Team Leaders and Senior Relationship Managers, supporting the management of a diverse portfolio of structured Healthcare credits while developing a strong foundation in credit analysis, portfolio management, and transaction execution. This position offers meaningful exposure to complex transactions and the opportunity to learn alongside seasoned professionals while contributing to the continued growth of the Healthcare platform. Main Duties and Responsibilities Portfolio Monitoring & Support: • Assist in the ongoing monitoring of loan requirements and client deliverables to help ensure compliance with loan agreements, • Support the Healthcare Team and Credit Division in preparing annual reviews, modifications, extensions, and renewals through thoughtful financial analysis and documentation, • Help manage routine portfolio monitoring tasks, including tracking maturities, past dues, reporting dashboards, and covenant compliance Credit & Risk Analysis: • Support the identification and escalation of potential portfolio risks or areas of concern, • Assist with the preparation of annual reviews and interim credit analyses in accordance with bank policy and regulatory guidelines, • Participate in risk rating reviews and portfolio updates under senior team guidance Transaction & Execution Support: • Assist with post-approval processes to help move transactions from credit approval through closing, including modifications, extensions, and renewals, • Coordinate with Relationship Managers, Credit, Legal, Operations, borrowers, attorneys, and third-party consultants to support timely and organized execution Governance & Compliance: • Maintain accurate documentation and ensure adherence to internal policies and procedures, • Support audit and regulatory review processes as needed Requirements Knowledge: • Strong quantitative/analytical skills including underwriting, portfolio management, writing and attention to detail, • Strong work ethic, initiative, ownership/accountability and follow-through on responsibilities and assignments, • Excellent communication skills (verbal and written) at all levels throughout the Bank, as well as borrowers, participating lenders and third-party vendors, • Strong project management and organizational skills, • Knowledge of all functional areas that comprise Healthcare finance and Healthcare property types is a plus, • Maintain current knowledge of BOM, policy guidelines and bank compliance requirements (BSA/AML/OFAC and other regulations) and participate in training and policy initiatives as required Technical Skills: • Proficiency with MS Office products, Internet, and ability to research property status (taxes, violations, title, etc.) Experience Required/Preferred: • 1–4 years of relevant underwriting or portfolio management experience in a bank lending environment is a plus Education Required/Preferred: • Bachelor’s Degree with a concentration in Finance/Accounting/Economics. MBA desirableCompany DescriptionBank Hapoalim (BHI) is a well-established commercial bank specializing in structured lending, commercial real estate, and healthcare finance, with a strong presence in New York.Bank Hapoalim (BHI) is a well-established commercial bank specializing in structured lending, commercial real estate, and healthcare finance, with a strong presence in New York.

Job Description The Role MEI is hiring a Senior Associate, Commercial Analysis for a high-impact role focused on power markets and energy storage. This position plays a meaningful role in supporting investment decisions, commercial strategy across our renewable and storage portfolio, with analysis that directly informs how and where we deploy capital. Reporting to the Manager, Commercial Analysis, the Senior Associate will work closely with business development, investment, and operations teams to evaluate market opportunities, assess risk, and ground commercial recommendations in detailed power market analysis. This role is well-suited for a highly analytical, detail-oriented professional who is excited to contribute to disciplined capital deployment in a rapidly evolving energy landscape. Responsibilities Power Market & Storage Analysis • Analyze U.S. wholesale power markets (energy, capacity, and ancillary services) to evaluate revenue opportunities and risks for renewable and energy storage assets., • Assess energy storage economics across multiple value streams, including energy arbitrage, capacity, ancillary services, and congestion-related opportunities., • Track and evaluate market rule changes, regulatory developments, and policy updates that impact project economics and commercial strategy. Commercial & Financial Modeling • Build, maintain, and refine revenue models for standalone storage, hybrid, and renewable generation projects., • Support investment underwriting, project valuation, and bid strategy development using market forecasts and scenario analysis., • Perform sensitivity analyses on key commercial assumptions, including price levels, volatility, congestion, and accreditation methodologies. Strategy & Deal Support • Support commercial strategy related to market participation, offtake structures, and risk management approaches., • Assist with diligence for project acquisitions and new development opportunities., • Partner with internal teams to align market insights with project design, siting, and execution decisions. Qualifications Required • Bachelor's degree in economics, engineering, finance, mathematics, or a related quantitative field., • 2–5 years of relevant experience in power markets, energy analytics, renewable energy, energy storage, consulting, or investment analysis., • Strong understanding of U.S. wholesale electricity markets and ISO/RTO market structures., • Experience modeling or evaluating revenues for energy storage and/or renewable assets., • Advanced Excel skills; experience with Python, R, SQL, or similar analytical tools preferred., • Ability to synthesize complex analysis into clear, decision-oriented recommendations. Preferred • Experience with market forecasting tools or vendors (e.g., Aurora, PLEXOS, Enverus, Wood Mackenzie)., • Familiarity with hybrid renewable + storage projects., • Exposure to commercial transactions, offtake agreements, or market participation strategies. What We Value • Intellectual rigor and attention to detail., • Ownership mentality and accountability., • Collaborative, cross-functional mindset., • Comfort operating in evolving and imperfect market environments., • Genuine interest in renewable energy and the role of storage in the power system. Benefits • PTO and company holidays, • Medical, dental, vision, • Employer-paid short-term disability, long-term disability, life insurance, • 401(k) and company match, • Professional development stipend, • Strong culture of collaboration, performance, and personal growth$120,000 - $140,000 a yearThe actual salary offered may vary depending on job-related factors including, but not limited to knowledge, skills, experience and location. How We WorkAt Madison Energy Infrastructure, we believe in the power of clean energy infrastructure to drive real impact—for our customers, our partners, and the communities we serve. We've quickly emerged as a preeminent developer, investor, and operator of distributed generation, helping organizations across sectors meet their energy goals with certainty, speed, and trust. Our robust portfolio consists of over half a gigawatt of clean energy infrastructure projects across more than 25 states.We're building a team that thrives on ownership and ambition. As we expand into direct, end-to-end services for Fortune 500 companies, public entities, and nonprofits alike, we rely on collaborative thinkers who bring structure to complexity, energy to execution, and curiosity to every challenge.Our environment is fast-paced and outcome-oriented—but grounded in the belief that how we work together matters as much as what we deliver. If you're excited to shape the future of clean energy and be part of a high-performance, high-integrity team, we'd love to meet you.Madison Energy Infrastructure is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

Job Description ITE Management, a leading investment manager specializing in the transportation sector, is looking for an experienced Associate to join its dynamic and rapidly growing Investment team in New York. Founded in 2014, ITE targets real asset investment opportunities that are cash yielding with downside protection, and benefit from a team with deep, longstanding relationships and financial and operating expertise. Today, the firm manages over $12bn of assets globally across rail, intermodal, aviation, and emerging technology strategies with office locations in New York City (HQ), Chicago, St. Louis and London. This role offers the opportunity to take on meaningful responsibility across the full transaction lifecycle, including sourcing, underwriting, execution, and portfolio management, with direct exposure to senior investment professionals and Investment Committee decision-making. The Associate will develop deep expertise in transportation and real asset investing, working on complex, asset-backed opportunities across rail, intermodal, aviation, and emerging technologies. Operating within a lean and collaborative team, the individual will have significant visibility, ownership, and the ability to contribute to both investment outcomes and the firm’s continued growth, with clear potential for increased responsibility over time. Responsibilities: Extensive corporate financial modeling (debt and equity) and asset valuation Qualitative and quantitative business, financial, and other due diligence evaluation in conjunction with the deal team and third-party advisors Preparing internal materials including Investment Memorandums and transaction analysis for presentation to Investment Committee Monitoring and supporting investment assets and portfolio companies Investment research including industry / sector analysis Requirements • 3+ years investment banking or investment firm experience, • Strong academic record, • Excellent analytical, written, and verbal communication skills, • Strong Excel and PowerPoint skills, • Extremely detail-oriented, • Ability to manage a process from start to finish with true ownership in areas that might be new to both the individual and even the firm, • Ability to multi-task and prioritize in a fast-paced environment, • Excellent interpersonal skills and demonstrated ability to work effectively as part of a team, • Ability to take direction but also to be independent, • Willingness to take on what’s needed to support the team, • Tenacious/persistent - goes the extra mile Salary Range: Estimated base salary range for this position is: $120,000-$175,000. Employees will also be eligible for an annual discretionary incentive compensation award. Actual base salary may vary based upon, but not limited to, relevant skills, experience, qualifications, and geographic location. Benefits Benefits · Health Care Plan (Medical, Dental & Vision) · Retirement Plan (401K, IRA) · Life Insurance (Basic, Voluntary & AD&D) · Paid Time Off (Vacation, Sick & Public Holidays) · Family Leave (Maternity, Paternity) · Short Term & Long-Term Disability

Job DescriptionLoan Workout Portfolio Manager – To $135K – Staten Island, NY – Job # 3761 Who We Are:The Symicor Group is a boutique talent acquisition firm based in Schaumburg, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very best banking and accounting talent available in the market. Whether you are a candidate seeking a new opportunity or a bank or company president trying to fill an essential position, The Symicor Group stands ready to deliver premium results for you. The Position:Our client is seeking to fill a Loan Workout Portfolio Manager role in the Staten Island, NY area. The position is responsible for overseeing portfolios that are distressed, delinquent, or high-risk commercial loans, developing strategies to maximize recovery and minimize losses. This position comes with a generous salary of up to $135K and full benefits package. (This is not a remote position). Loan Workout Portfolio Manager responsibilities include: • Develop and implement workout plan to rehabilitate loans or facilitate orderly exits., • Prepare Credit Reviews to assess asset quality, including performance against original underwriting expectations., • Work with legal counsel on bankruptcies, foreclosure actions, and debt restructurings., • Experience writing policies and procedures for collateral monitoring, workouts, and periodic loan reviews., • Report on the assigned portfolio, including asset quality, stress testing, industry and market analysis, asset allocation, reserves, and non-performing loan analysis., • Draft memos for any substantial changes in a borrower's financial stability or ownership structure. Who Are You?You’re someone who wants to influence your own development. You’re looking for an opportunity where you can pursue your interests and your passion. Where a job title is not considered the final definition of who you are, but merely the starting point for your future. You also bring the following skills and experience: • 3+ years in commercial banking, credit analysis, or special assets/loan workout., • Deep experience with financial analysis., • College degree preferred., • Working knowledge of commercial lending, e.g. commercial real estate, construction and C&I products. The next step is yours. Email us your current resume along with the position you are considering to: resumes@symicorgroup.com.

Job Description High Rise Capital is a dynamic merchant cash advance company looking for an ambitious MCA ISO Relationship Manager to develop and maintain relationships with Independent Sales Organizations (ISOs) and brokers. This role is integral to our growth strategy, and we are focused on bringing on someone who can effectively communicate, negotiate, and foster partnerships that lead to successful funding outcomes. As an MCA ISO Relationship Manager, you will be the face of High Rise Capital to our ISO partners. You will proactively seek out new relationships while also nurturing existing accounts to maximize opportunities for both parties. Your ability to identify, onboard, and manage ISOs will be key to driving our sales initiatives and expanding our brand presence in the market. Join us in shaping the landscape of MCA funding and help us grow through strong and fruitful partnerships! Requirements Responsibilities • Cultivate and manage relationships with existing ISOs and brokers, • Actively identify and onboard new ISO partners to expand our network, • Provide ongoing support and communication to ISOs regarding product offerings and process improvements, • Instill confidence in ISOs by being knowledgeable about our funding solutions and guidelines, • Collaborate with internal teams to address ISO inquiries and resolve issues promptly, • Analyze partnership performance, sales trends, and client feedback to enhance strategic direction, • Develop training materials and sessions for ISOs to ensure they understand our products and services, • Attend industry events and networking activities to expand relationships and promote High Rise Capital Qualifications • Proven experience in relationship management, sales, or business development, especially in the finance or MCA space, • Strong communication and negotiation skills, • Ability to analyze market trends and adapt strategies accordingly, • Customer-focused with a dedication to client satisfaction, • Experience working with ISOs or direct sales channels is a plus, • Proficient in using CRM software and managing sales pipelines, • Ability to work independently and manage multiple projects simultaneously Ideal Candidate • Driven, goal-oriented, and results-focused, • Enthusiastic about building relationships and fostering collaboration, • Solutions-oriented with a knack for troubleshooting and problem-solving, • Has a strong understanding of the MCA industry and funding processes, • Eager to learn and grow within a fast-paced environment Benefits Competitive base salary Performance-based bonuses tied to funded volume Opportunity to grow into: • Underwriting Analyst, • Operations Manager

Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Job Title: Portfolio Manager Job Status: Full Time Job Location: Staten Island, NY Job Summary: Primary responsibility is to administer loans originated by the Commercial Loan Office focusing on maintenance of existing client portfolio, performing annual and quarterly reviews as needed, ensuring all loan payments are current, and initiating risk rating changes to existing loans. Customer contact will be required. Responsibilities Include: • Monitor loan portfolio by examining loan repayment activities and financial condition of borrowing clients and take necessary action to prevent and/or reduce past due accounts, • Maintain ongoing contact with lending customers to provide exceptional customer service, keep abreast of latest developments in customers' financial and business condition, and collect updated financial statements/documentation for renewals and reviews, • Perform financial analysis of customers' financial statements for quarterly and annual reviews, including evaluating customers' ability to repay and making recommendations to management on structure of loan, • Coordinate with the SVP in restructuring loans to control delinquency and minimize losses, • Initiate discussion with area manager for possible risk rating changes to loans in portfolio due to positive or negative events/trends encountered, • Assist in payment collection efforts, including maintaining updates to collection system records., • May participate in completion of analysis and applications for loan modifications, renewals and small new business loans, • Partner with Lending Officers in business development efforts based on customer need, • Maintains confidentiality of sensitive business and client information, • Compliance with all relevant Bank policies and procedures, • May require occasional travel for business meetings or training. Job Requirements: • Bachelor's Degree in Business, Finance, Accounting or related field required, • Credit Training for continuous learning preferred, • 3+ years’ experience in Banking or lending related fields required, • Financial analytical and underwriting skills required, • Proficient with Microsoft Office, particularly Word and Excel Northfield Bank is an Equal Employment Opportunity Employer M/F/Disability/Protected Veteran Salary Pay Range: $100K - 115K (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)

Job Description Location: Remote Department: Servicing & Operations Reports To: Portfolio Manager About Us Port 51 Lending (“Port 51”) is a nationwide non-bank lender in the SBA market, majority owned by MassMutual Insurance Company. We are seeking exceptional candidates to join our growing team! Take your talents and SBA knowledge to the next level by working with a team of experts that proactively and constructively communicate and support each other, their partners, customers and communities. This job is a fully remote position. Role Overview We are seeking an experienced SBA Portfolio Administrator with exceptional credit underwriting capabilities to oversee, monitor, and maintain a diverse portfolio of SBA 7(a) loans. In this role, you will be responsible for the ongoing financial analysis, risk assessment, and servicing of existing SBA loans while ensuring strict adherence to the SBA Standard Operating Procedures (SOPs) and internal credit policies. The ideal candidate is a proactive risk manager who possesses a deep understanding of commercial credit and cash flow analysis. Key Responsibilities Credit Underwriting & Analysis • Conduct comprehensive financial analysis on existing borrowers and guarantors, including spreading and analyzing tax returns, financial statements, and personal financial statements (PFS)., • Perform global cash flow analysis, debt service coverage ratio (DSCR) calculations, and collateral valuations., • Prepare detailed credit memorandums for annual reviews, renewals, modifications, and short-term extensions, presenting clear recommendations to the credit committee., • Proactively identify credit weaknesses or deteriorating financial trends and recommend appropriate risk rating downgrades or action plans. Portfolio Management & Servicing • Manage a designated portfolio of SBA loans, acting as the primary point of contact for borrowers regarding financial reporting and servicing requests., • Monitor and enforce loan covenants, ensuring timely collection of required financial reporting and borrowing base certificates., • Process and underwrite routine and complex SBA servicing requests (e.g., changes in ownership, collateral releases, subordinations, assumptions) in accordance with SBA SOP 50 57., • Coordinate annual site visits and equipment or real estate appraisals as needed. SBA Compliance & Administration • Ensure all portfolio management activities strictly adhere to current SBA SOPs and federal regulations to protect the SBA guaranty., • Maintain accurate and up-to-date loan files, ensuring all necessary documentation is securely stored and easily accessible for internal and external audits., • Assist in the preparation of reports for senior management regarding portfolio performance, past dues, exceptions, and risk rating distributions.Qualifications & Requirements, • Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field., • Experience: Minimum of 3–5 years of experience in commercial credit underwriting and portfolio management, with a specific focus on SBA 7(a) lending., • Technical Skills: Expertise in analyzing complex corporate and personal tax returns and financial statements., • Regulatory Knowledge: Deep understanding of SBA SOP 50 10 (Origination) and SOP 50 57 (Servicing)., • Soft Skills: Excellent written and verbal communication skills, with the ability to articulate complex credit risks clearly and concisely. Strong organizational skills and the ability to manage multiple deadlines in a fast-paced environment. Salary/Benefits We offer a competitive package of compensation and benefits, including: • Base Salary plus Bonus Plan, • Medical, Dental and Vision Insurance, • Life Insurance, • Flexible Spending Accounts, • Paid Vacation, Personal Time Off and Holidays, • 401(k)

Job Description Capgemini is a leading technology consulting company specializing in insurance product innovation, technology modernization and operational transformation. We partner with top-tier U.S. insurers to enhance personal lines product portfolios, drive growth, and modernize operations. We are seeking a Senior Property & Casualty Insurance Product Manager – Personal Lines with expertise in product rationalization, new product development, product run-offs, regulatory strategy, InsurTech enablement, and claims transformation. This role requires deep industry knowledge and strategic consulting skills to advise insurers on optimizing personal lines products, navigating compliance requirements, and implementing emerging technologies. Key responsibilities include leading product portfolio optimization, rate filings, and competitive market assessments. The candidate will also drive digital transformation initiatives, evaluating InsurTech solutions such as telematics-based pricing, AI-driven claims automation, and predictive analytics for risk segmentation. Additionally, they will support regulatory advisory projects, ensuring compliance with state DOI regulations, NAIC model laws, and evolving legislative changes. The ideal candidate will have 10+ years of P&C insurance product management or consulting experience, strong expertise in personal lines pricing, underwriting, and compliance, and familiarity with technology platforms like Guidewire, Duck Creek, and Majesco. Preferred qualifications include CPCU, AINS, ARM, Lean Six Sigma, or PMP certifications. This is an exciting opportunity to work with leading insurers on high-impact projects, leveraging data-driven strategies and InsurTech solutions to reshape the future of personal lines insurance. Join us and contribute to strategic innovation, regulatory excellence, and digital transformation in the insurance industry. Key Responsibilities: The key responsibilities of this role will include supporting Client and Internal Project Teams with a mix of the following capabilities: Strategic Consulting & Client Advisory • Act as a trusted advisor to top-tier insurers on personal lines insurance products, including homeowners, auto, renters, and umbrella., • Lead product rationalization efforts, optimizing insurers’ portfolios to reduce complexity, enhance profitability, and improve customer experience., • Drive new product development, leveraging telematics, usage-based insurance (UBI), embedded insurance, and AI-driven pricing models., • Develop and implement product run-off strategies, ensuring compliance, financial stability, and seamless transition for policyholders., • Guide insurers through regulatory advisory initiatives, ensuring product strategies align with state DOI regulations, NAIC model laws, and evolving consumer protection standards. Regulatory Compliance & Market Strategy • Advise on state and federal regulations, helping clients navigate rate filings, compliance risks, and policyholder protections., • Manage engagements related to state DOI rate filings, competitive benchmarking, and regulatory impact assessments., • Provide insights on emerging legislative changes (e.g., climate risk mandates, AI-driven underwriting guidelines, and telematics regulations). InsurTech Enablement & Digital Transformation • Partner with technology teams to implement digital underwriting, AI-based risk models, and automation tools., • Evaluate and recommend InsurTech solutions such as:, • Telematics-based pricing (e.g., Cambridge Mobile Telematics, Arity), • AI-driven claims processing (e.g., CCC Intelligent Solutions, Snapsheet), • Fraud detection & predictive analytics (e.g., Shift Technology, FRISS), • Customer experience & digital distribution (e.g., Cover Genius, Trov), • Support insurers in modernizing core platforms, working with vendors like Guidewire, Duck Creek, and Majesco. Claims Transformation & Risk Management • Assist clients in claims process optimization, leveraging automation, AI, and predictive analytics for faster claims adjudication., • Develop strategies for fraud detection, litigation management, and claims efficiency improvements., • Work with claims and risk teams to align product design with evolving risk trends (e.g., climate change impact, cyber risks in personal lines, and increased litigation costs). Project Leadership & Stakeholder Engagement • Lead cross-functional consulting engagements involving actuarial, underwriting, IT, claims, and distribution teams., • Develop and present strategic recommendations to C-suite executives, supporting data-driven decision-making., • Manage multiple client engagements, ensuring timely delivery, regulatory alignment, and measurable business impact. Requirements • Education: Bachelor’s degree in Business, Finance, Insurance, or a related field (MBA, CPCU, or AINS preferred)., • Experience: 5+ years in P&C insurance product management, consulting, or strategy roles, with a strong focus on personal lines., • Industry Certifications (Preferred):, • CPCU (Chartered Property Casualty Underwriter) – Deep expertise in P&C insurance., • AINS (Associate in General Insurance) – Strong foundational knowledge of insurance operations., • ARM (Associate in Risk Management) – Specialization in risk assessment and mitigation., • Lean Six Sigma or PMP – For project management and operational efficiency., • Technical Expertise:, • Deep knowledge of personal lines product development, pricing, underwriting, and risk management., • Experience with product rationalization, run-off strategies, and market repositioning., • Strong understanding of state insurance regulations, rate filings, and DOI compliance., • Familiarity with InsurTech solutions, AI-driven pricing models, and claims automation technologies., • Proficiency in data analytics tools (e.g., SQL, Python, Tableau, Power BI) for actuarial and risk modeling., • Consulting & Leadership Skills:, • Proven ability to develop strategic recommendations and present to C-suite executives., • Strong project management skills with experience leading cross-functional teams in product transformation., • Excellent problem-solving, analytical, and communication abilities., • Expertise in Agile methodologies for product development and market deployment., • Use of Lean Six Sigma frameworks for process optimization and operational efficiency., • Experience with customer journey mapping, product lifecycle management, and digital transformation strategies. Benefits This position comes with competitive compensation and benefits package: • Competitive salary and performance-based bonuses, • Comprehensive benefits package, • Career development and training opportunities, • Flexible work arrangements (remote and/or office-based), • Dynamic and inclusive work culture within a globally renowned group, • Private Health Insurance, • Retirement Plans, • Paid Time Off, • Training & Development About Capgemini Capgemini is a global leader in partnering with companies to transform and manage their business by harnessing the power of technology. The Group is guided everyday by its purpose of unleashing human energy through technology for an inclusive and sustainable future. It is a responsible and diverse organization of over 340,000 team members in more than 50 countries. With its strong 55+ year heritage and deep industry expertise, Capgemini is trusted by its clients to address the entire breadth of their business needs, from strategy and design to operations, fueled by the fast evolving and innovative world of cloud, data, AI, connectivity, software, digital engineering and platforms. The Group reported €22.5 billion in revenues in 2023. https://www.capgemini.com/us-en/about-us/who-we-are/

Job Description POSSIBLE HYBRID WORKPLACE OPPORTUNITY New York State Homes and Community Renewal (HCR) is the State’s affordable housing agency, with a mission to build, preserve, and protect affordable housing and increase homeownership throughout New York State. This position is with HCR’s Affordable Housing Corporation (AHC). This is not a civil service position, and a civil service exam is not required. Candidates must meet the minimum qualifications outlined below to be considered. NYS Homes and Community Renewal (HCR) is committed to fostering a culture of diversity, equity, inclusion, and accessibility. Our work would not be possible without the diverse backgrounds, experiences, ideas, and abilities of our employees. HCR is committed to developing a workforce that represents the diverse population of New York State. HCR embraces a diverse and inclusive work environment by encouraging all individuals, including those with disabilities, to apply to open positions at the agency. Instructions for Applicants Applicants must include a cover letter and resume for review. Resumes not accompanied by a cover letter will be deemed incomplete and will not be considered. Applicant must describe in a cover letter how the applicant meets the minimum qualifications, and how the work experienced outlined in the accompanying resume relates to the available position. Applicants are also encouraged to use the cover letter as an opportunity to identify specific skills, including knowledge of software or database systems that may be useful for this position. Position Summary The Project Manager for Homeownership Development Initiatives will play an essential role in implementing Governor Hochul’s vision for housing opportunity in New York State. This is an exciting opportunity to gain experience in the field of housing finance while helping to implement innovative solutions to help more New Yorkers access affordable, high quality homeownership opportunities. DUTIES AND RESPONSIBILITIES: Under the supervision of the Director of Homeownership Development Initiatives, the Project Manager will support the Director in the underwriting and closing of loans for the development of multi-unit homeownership projects as well as supporting the sale of homes or coop conversions after construction. These projects may include scattered site or neighborhood-focused single-family development as well as multi-family projects, such as condominium and cooperative developments. Projects may be rehabilitation or new construction. • Assist Director in pro forma development and performing due diligence in the loan underwriting process., • Collaborate with other agency departments including Fair and Equitable Housing Office, Dept of Empowerment, Compliance and Opportunity, Design, Construction and Environmental Unit, Finance, Legal, et al. to bring projects through relevant review processes., • Collaborate with lenders and other municipal and state agencies., • Assist with loan closing and servicing – preparing disbursement requests, maintaining detailed program and project trackers, using agency-specific software systems., • Assist in drafting correspondence, reports, manuals, presentations, or other documents as needed., • Carry out routine office activities., • Attend, participate, conduct presentations and/or assist with preparation for meetings, conferences, webinars, and workshops. This position requires occasional travel. Amount of travel varies throughout the year. Minimum Qualifications and Desired Skills • Bachelor's degree and 2-3 years of experience in a real estate development finance or project management role, preferably with a focus on homeownership development. Master’s degree in an urban planning or finance related field preferred., • Demonstrated interest in real estate finance and underwriting. Experience with homeownership development preferred., • Demonstrated interest in the relationship between housing development and community revitalization., • Understanding of how to work effectively in and with diverse communities., • Demonstrated experience working independently and exercising good judgment, • Ability to communicate effectively both orally and in writing with attention to detail and professionalism in all communications., • Well organized and self-motivated with ability to work under pressure, while prioritizing and managing multiple tasks and projects., • Comprehensive experience with Microsoft Office and general comfort with technology. Fluency with Word and Excel is essential. This job description is not intended to be all inclusive and the employee will be expected to perform other reasonably related duties as assigned. WHAT WE OFFER AT NYS HCR: • Extensive benefits package including paid leave, including excellent health, dental, vision and retirement benefits with the New York State & Local Employees’ Retirement System., • Promotional opportunity for dedicated professionals., • Work life balance benefits include a 37.5-hour work week and paid time off benefits including vacation, sick, personal days, and Federal Holidays., • Opportunity for compressed scheduling., • 12 weeks of Paid Parental Leave., • Paid Family Leave., • Opportunity for compressed/flextime scheduling., • As a New York State employee, you may qualify to participate in the Federal Public Service Loan Forgiveness Program (PSLF). The PSLF Program forgives the remaining balance on your Direct Loans after you have made 120 qualifying monthly payments under an accepted repayment plan and while working full-time for an eligible employer. Additional SONYMA/HFA/AHC Benefits: • Cash in for Wellness! This program provides you with the option of buying or renewing a health club membership of your choice or enrolling in a weight loss and or smoking cessation program, using your sick leave accruals., • Tuition reimbursement program – for job related and non-job-related courses., • Vacation Leave Buy-Back program – Subject to approval, every year eligible employees may exchange previously earned and accrued vacation time in return for cash compensation (at employee’s daily rate of pay at time of exchange)., • Access to Plum Benefits – savings on movie tickets, theme parks, hotels, tours, Broadway shows and more!, • Optical reimbursement program – Employees are eligible for optical, hearing aid, and podiatric expenses not otherwise covered by insurance, with a maximum aggregate amount of $675 per year, per family. Unused yearly balances may be carried over to next year for a maximum of $1,350. ABOUT NEW YORK STATE HOMES AND COMMUNITY RENEWAL: Under the leadership of Governor Kathy Hochul and Commissioner RuthAnne Visnauskas, HCR is a vibrant, innovative agency that integrates and leverages New York State’s housing resources. We have offices in New York City, Albany, Buffalo, and Syracuse, and employ a diverse workforce of professionals who are hard-working and committed to serving low- and moderate-income families. Our mission is far reaching, encompassing single and multifamily housing finance, home improvement, rent regulation, housing subsidies, and community development. We partner regularly with a variety of public and private stakeholders. Achieving this mission requires a wide range of skills and backgrounds in public policy, administration, real estate, construction, finance, law, and many other areas of expertise. We seek to provide a workplace environment that is productive, flexible, accountable, ethical, and caring. Our employees are empowered to make a difference where they live and work. We offer competitive pay and a comprehensive benefits package, including paid leave, health, dental, vision, retirement, and family-friendly policies. New York State is an Equal Opportunity Employer (EOE)

Job Description Purpose of Position: Amalgamated Bank (“AB”) is a socially conscious bank founded in 1923. AB is actively growing its CRE portfolio with multi-family, industrial, retail, office, and other asset classes in the Northeast, Mid-Atlantic, California and major gateway cities. The Credit Underwriter II (AVP) or Credit Underwriter III (VP) will be an integral part of the loan review and approval process for new CRE loan transactions. The Credit Underwriter II (AVP) or Credit Underwriter III (VP) will work closely with the origination team and credit risk management in reviewing and analyzing financial statement reports, conducting due diligence, assessing credit risk, preparing deal screen presentations, writing credit approval memorandums, presenting recommendations to the credit committee, and monitoring and managing the credit portfolio. The Credit Underwriter II (AVP) or Credit Underwriter III (VP) will be expected to work on numerous deals simultaneously. The job requires a self-starter capable of independently completing work in a thoughtful and thorough manner, while evaluating all risks associated with complicated CRE credit transactions. Essential Job Functions: • Prepare comprehensive credit memorandums that provide in-depth analysis of new credit requests and analyze risks and mitigants of loan structures., • Work with the origination team and credit as risks are uncovered during the underwriting/closing process., • Assist in the presentation of transactions to the credit committee in support of approval., • Maintain good working knowledge of the Bank’s lending policies/ procedures and identify exceptions to credit policy., • Recommend appropriate risk ratings in accordance with credit policy guidelines., • Attend meetings and/or conference calls on transactions, lead due diligence discussions and guide the deal though the approval process., • Assist in annual credit reviews., • Perform other duties as required by the job. Knowledge, Skills and Experience Requirements: • Bachelor’s degree in Accounting, Finance, or other related field with proven academic excellence., • Formal credit training and 3 + years of underwriting experience within a Commercial Bank or other real estate credit lender., • Highly proficient financial analysis skills, including financial modeling and understanding of financial data for CRE loan transactions., • Ability to work well on a team with different personalities, adjust quickly to various work situations, and remain composed under pressure/in stressful situations., • Ability to work on multiple long-term transactions simultaneously, while prioritizing assignments to meet deadlines., • Strong verbal, written, inter-personal, and public presentation skills., • Proven organizational skills; able to work independently and be detail-oriented. Our job titles may span more than one career level. The starting base salary for this role is between $85,000 – $125,000. The actual base pay is dependent upon many factors, such as: training, transferrable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. Amalgamated Bank is an Equal Opportunity and Affirmative Action Employer, Minorities / Females / Individuals with Disability / Veterans. AmeriCorps, Peace Corps and other national service alumni are encouraged to apply. View our Pay Transparency Statement. Submission of a resume or any information regarding your qualifications does not constitute a promise or offer of employment. At Amalgamated Bank, we consider an applicant to be someone who has interviewed at least once, in person, with the hiring manager. Amalgamated Bank does not sponsor applicants for work visas. Hybrid Work Model Effective February 18, 2025, employees in office-based positions will be working a Hybrid work schedule consisting of three days or more, on-site per week, Monday - Thursday, although the specific days may vary by site or organization, with Friday designated as a remote-working day, unless business critical tasks require an on-site presence. This Hybrid work model does not apply to, and daily in-person attendance is required for, the contact center, branch service roles, and general services where the work to be performed is located at a Company site; positions covered by a collective-bargaining agreement (unless the agreement provides for hybrid work); or any other position for which the Company has determined the job requirements cannot be reasonably met working remotely. Please note, this Hybrid work model guidance does not apply to roles that have been designated as “remote”. Search Firm Representatives- Please Read Carefully Amalgamated Bank does not accept unsolicited assistance from search firms for employment opportunities. All CVs / resumes submitted by search firms to any employee at our company without a valid written search agreement in place for the position will be deemed the sole property of our company. No fee will be paid in the event a candidate is hired by our company as a result of an agency referral where no pre-existing agreement is in place. Where agency agreements are in place, introductions are position specific. Please, no phone calls or emails.

Job Description Position Overview We are seeking a proactive and detail-oriented Risk & Insurance Manager to support the Company’s risk management and insurance programs across its energy and digital infrastructure assets. This role will be responsible for administering insurance programs, managing claims, and partnering cross-functionally to identify and mitigate risk exposure across development, construction, and operational environments. This is a hands-on role ideal for someone with strong insurance experience who is looking to expand their scope within a broader risk management function. Key Responsibilities Insurance Program Management · Administer and maintain corporate insurance programs, including property, casualty, liability, and construction-related coverage · Support the procurement and renewal of insurance policies, including data gathering, underwriting submissions, and market comparisons · Partner with brokers and carriers to evaluate coverage, pricing, and program structure Claims & Risk Administration · Manage claims from initiation through resolution, coordinating with brokers, carriers, and internal stakeholders · Track and analyze claims trends, identifying opportunities to reduce risk and improve cost efficiency Project & Contract Risk Support · Coordinate insurance requirements for large-scale infrastructure projects across development, construction, and operational phases · Review contracts (e.g., vendor, construction, lease agreements) to ensure appropriate insurance requirements and risk transfer provisions Cross-Functional Risk Partnership · Partner with Legal, Finance, and Operations to assess and mitigate risk exposure across facilities and projects · Support the development and ongoing improvement of risk management practices across the organization · Ensure compliance with regulatory requirements and internal risk management policies Reporting & Analysis · Prepare reports and analysis for leadership on insurance programs, claims activity, and areas of risk exposure · Identify trends and make recommendations to enhance coverage effectiveness and cost management Qualifications · Bachelor’s degree in Risk Management, Business, Finance, or related field · 5–8+ years of experience in insurance, risk management, or infrastructure-related coverage (energy, construction, or data centers preferred) · Strong knowledge of commercial insurance lines (property, general liability, builder’s risk, etc.) · Experience working with brokers, carriers, and complex insurance programs · Familiarity with construction insurance and project-based coverage structures · Ability to review and interpret contracts and insurance provisions · Strong analytical, organizational, and communication skills · Ability to operate independently and manage multiple priorities in a fast-paced environment

The Project Manager will oversee all phases of real estate development and construction projects, from acquisition through occupancy. This role is responsible for ensuring projects are delivered on time, within budget, and in compliance with design, regulatory, and quality standards. The ideal candidate will collaborate closely with ownership, consultants, contractors, government agencies, lenders, and tenants throughout the project lifecycle. OSHA 62 Certification Required Key Responsibilities Development & Pre-Construction • Manage projects from acquisition through stabilization., • Coordinate due diligence, entitlements, permitting, zoning, and environmental reviews., • Work with architects, engineers, attorneys, and consultants during planning and design., • Assist with project feasibility analysis and underwriting., • Review plans and specifications to ensure alignment with project goals. Construction Management • Oversee all aspects of ground-up construction projects., • Develop and maintain project schedules, budgets, and milestone tracking., • Manage bidding, contractor selection, and contract administration., • Review change orders, vendor agreements, and payment applications., • Conduct site visits to monitor progress, safety, and quality., • Resolve issues impacting budget, schedule, or project performance. Financial & Reporting • Manage project budgets, cost forecasts, and financial reporting., • Track costs against approved budgets and analyze variances., • Prepare monthly updates for ownership and lenders., • Assist with construction loan draws and lender reporting. Stakeholder Management & Compliance • Serve as the primary liaison between ownership, contractors, consultants, tenants, and municipal agencies., • Lead project meetings and maintain project documentation., • Ensure compliance with NYC building codes, zoning regulations, safety standards, and contractual obligations., • Identify and mitigate project risks proactively. Qualifications Required • Bachelor's degree in Construction Management, Engineering, Architecture, Real Estate, or a related field., • 5+ years of project management experience in real estate development and construction., • Experience managing ground-up commercial, residential, industrial, or mixed-use projects., • Strong knowledge of NYC permitting, zoning, and construction processes., • Proven experience with budgeting, scheduling, contract administration, and cost control., • Ability to manage multiple projects simultaneously., • Proficiency in Microsoft Office and project management software.

Job Description Commercial Sales Manager Location: New York City or Miami (In-Office) Compensation: 80-140k base salary + commission About PMF Capital PMF Capital is a fast-growing commercial mortgage brokerage founded in New York City in 1. With over 20 offices nationwide, we specialize in delivering customized real estate financing solutions and exceptional service. Our mission is to provide clients with the best possible experience throughout every stage of the lending process. Position Overview We are seeking an experienced and motivated Mortgage Broker to join our team as a Sales Manager. This role is ideal for a detail-oriented professional with a passion for commercial lending, a strong sales background, and the desire to mentor and support other sales professionals. Key Responsibilities • Develop and maintain a strong loan pipeline by prospecting, screening, and qualifying potential clients., • Collaborate with the underwriting team to process and close commercial real estate loans efficiently., • Build and manage referral networks to generate new business opportunities., • Maintain accurate and complete loan documentation, including borrower income verification, property information, and supporting materials., • Work closely with borrowers to understand their needs and goals, providing tailored financing solutions and ensuring a smooth lending experience., • Assist other sales professionals with guidance, training, and performance support., • Perform other duties as assigned by management. Qualifications • Minimum 3 years of experience as a Mortgage Broker, with a track record of closing at least 10 transactions and $20MM in funded volume., • Proven sales success and strong business development skills., • In-depth knowledge of commercial real estate loans, lending structures, and documentation., • Excellent written, verbal, and presentation skills., • Strong interpersonal and negotiation skills with a commitment to customer service excellence., • Ability to collaborate effectively with internal teams and mentor other sales professionals. Why PMF Capital? • Competitive base salary plus performance-based commissions., • Opportunities for career growth within a rapidly expanding company., • Collaborative, high-performance work environment., • Leadership is committed to your professional development and success.

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 New York The Middle Market Banking & Large Corporate Banking team at a Major International Bank in New York City 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/4398239062/ Here is a list of All The Jobs we are working on at Libertas Recruiting: https://libertasfsrecruiting.com/find-a-job/

Job DescriptionWe are a full-service community bank with branch locations in New York and New Jersey. Each day, Northfield Bank upholds our mission to be the financial institution of choice for individuals and businesses by delivering innovative products and exceptional customer service. Founded in 1887, the Bank has always been proud of being “locally grown,” and credits our strength to our dedication to our customers and the communities that we serve. Job Title: VP, Commercial Relationship Manager Job Status: Full Time Job Location: Brooklyn, NY Job Summary: Responsible for expanding the Bank's commercial mortgage and small business loan portfolio by managing and growing profitable commercial lending relationships. Responsible for prospecting for new business and obtaining information from prospects on which lending decisions are made. Has significant lending authority and handles more complex loans. Essential Functions: 1. Manage all lending activities including soliciting, pre-screening, underwriting, negotiation, and presentation of loan requests. Includes complex loans and loans requiring significant lending authority., 2. Determine loan feasibility by analyzing the financial condition, operating performance, and repayment ability of borrowers utilizing financial statements, collateral documentation, borrower interviews, and industry and economic data, 3. Approve loans within established limits or refer loans to Loan Committee for review and approval, 4. Develop and maintain lending and operating policies consistent with those established by the Bank, 5. Actively manage client portfolio to maximize return and credit quality by continually monitoring asset and client performance and maintain ongoing contact with lending clients, 6. Analyze customer financial product needs and provide appropriate banking solutions through cross-selling cash management and other Bank products to loan clients. Maintain knowledge of all Bank products and services., 7. Keep abreast of regulations and legislation, as well as, other political and policy making events that directly affect the Bank, 8. Create and sustain relationships with local centers of influence, such as brokers, owners, CPA's, real estate attorneys and customers for the purpose of referrals. Build and maintain relationships with the community and civic groups and represent the Bank at related events., 9. Travel to business owner properties/locations for meetings, 10. Performs walk-through inspections of commercial buildings and construction areas, 11. Interpret technical data and reports based on environmental and appraisal information while assessing properties, 12. Re-evaluate past commercial and building loans in terms of cash flow, 13. Protect the Bank's assets and maintain quality of portfolio by adhering to lending processes, policies and procedures, legal and ethics requirements and regulations, audit requirements, and established risk guidelines, 14. Compliance with all relevant Bank policies and procedures Core Competencies: Required: 1. Banking Product Knowledge - Understands the products and services available through the retail branch bank. Knows product features, understands marketplace, shares expertise with others., 2. Regulatory Knowledge - Understands the applicable federal, state, local and company-specific regulations, policies and guidelines affecting business practices, 3. Productivity - Generates high levels of output. Consistently meets workload demands. Consistently meets deadlines. Efficient at multi-tasking and demonstrates organization skills. Strives for results and efficiency., 4. Analytical Skills - Ability to take large volumes of data and then analyze trends and produce a result. Ability to breakdown complex problems into simpler, more manageable components. Ability to gather all information necessary to solve a problem, recognize underlying issues based on data and trends, and organize all relevant information to provide insight and ideas on how to draw appropriate conclusions that will help the solve problem., 5. Accuracy/Attention to Details - Ensures that work is complete and without error. Verifies information. Accomplishes tasks by considering all areas involved, no matter how small. Shows concern for all aspects of the job. Accurately checks processes and tasks. Being watchful over a period of time., 6. Interpersonal Skills - Demonstrates behavior in alignment our Code of Conduct. Possesses a positive attitude and enthusiasm towards customer interactions, job duties and work performance. Is approachable, warm, friendly and open-minded. Is capable of adjusting communication style to effectively interact with both internal and external client. Preferred: 1. Professionalism - Sets a good example in every aspect of work performance including behavior, appearance and communications. Interacts with colleagues and customers in a courteous and respectful manner. Possesses high ethical standards and maintains confidentiality when needed. Exhibits a positive professional impression through appropriate business attire in compliance with the company dress code. Demonstrates ability to withstand pressure and to remain calm in crisis situations. Job Requirements: • Bachelor's Degree in Business, Finance, Accounting or related field required, • Credit Training for continuous learning preferred, • 3+ years’ experience in Banking or lending related fields required, • Financial analytical and underwriting skills required, • Proficient with Microsoft Office, particularly Word and Excel Northfield Bank is an Equal Employment Opportunity Employer M/F/Disability/Protected Veteran Salary Pay Range: $130K - 180K (This range is for informational purposes only. Offer of employment will be made based on level of experience and skill qualifications within this range)

Job Description Director of Development & Owner's Representative Brooklyn, NY $300,000-$400,000 (Plus Growth Opportunity) The Business Problem The company is growing rapidly and can no longer rely on outsourced Owner's Representatives to manage critical development projects. Ownership needs a senior operator who can take full control of development execution from post-acquisition through completion. This person will become the internal owner of the development process, ensuring projects move forward, consultants perform, approvals get secured, budgets stay controlled, and execution remains aligned with ownership's vision. The cost of failure is expensive delays, poor accountability, missed opportunities, and increased reliance on third-party operators. What You Own You own development execution. From the moment a deal is signed until the project is completed, you are responsible for making sure every moving part progresses. You are the person ownership calls when they want to know: • Where the project stands, • What's at risk, • What decision needs to be made, • How the issue will be solved You will operate as ownership's right hand and become the central point of accountability across multiple active developments. Responsibilities Own The Development Process • Lead projects from post-acquisition through completion., • Drive due diligence, zoning, entitlement, permitting, consultant coordination, and pre-construction execution., • Ensure projects become shovel-ready efficiently and without unnecessary delays. Lead All External Stakeholders • Hire, manage, and hold accountable architects, engineers, consultants, expediters, attorneys, and contractors., • Ensure every stakeholder delivers on time and at the expected standard., • Escalate issues early and drive solutions before they impact project outcomes. Control Budget, Schedule, and Execution • Maintain full visibility into project budgets, schedules, risks, and critical milestones., • Identify bottlenecks and remove them quickly., • Ensure projects remain aligned with ownership's financial and operational objectives. Build Development Infrastructure • Help transition development execution from outsourced management to an internal platform., • Create systems, accountability, and processes that support future growth., • Play a key role in building the development organization as the portfolio expands. Success In This Role Looks Like • Projects move from acquisition through construction without unnecessary delays., • Entitlements, permits, and approvals are secured efficiently., • Consultants and contractors are held accountable to deadlines and deliverables., • Ownership has complete visibility into project status, risks, and next steps., • Multiple developments are executed simultaneously without loss of control., • Reliance on outsourced Owner's Representatives is substantially reduced. Must-Haves • Has personally led real estate development projects from acquisition through completion., • Deep knowledge of NYC development, zoning, permitting, and approvals., • Experience managing architects, engineers, consultants, expediters, attorneys, and contractors., • Strong development and construction knowledge., • Experience overseeing multifamily, mixed-use, or residential development projects., • Proven ownership of budgets, schedules, and project execution., • Able to operate independently with minimal direction. Ideal Backgrounds • Owner's Representative, • Director of Development, • Senior Development Manager, • Development Executive, • Development Director, • Real Estate Development Operator, • Project Executive with substantial development-side experience Why This Role Is Different This is not an acquisitions role. This is not an underwriting role. This is not a project manager role. Why This Opportunity This is a rare opportunity to step into a high-impact leadership role with direct ownership exposure, significant influence over project outcomes, and long-term upside as the company continues to expand its development platform. Email Resume: Joel@maiplacement.com Apply Online: https://jobs.crelate.com/portal/maiplacement/job/c6cbda8ng3u65b1sksjqrocsyc Refer a friend, get up to $1000!

Job DescriptionREPORTS TO: CITODEPARTMENT: Product Management FLSA STATUS: Exempt TRAVEL: none WORK SCHEDULE: M-F, may need to flex times due to business needs! LOCATION: New York, NY (3 days onsite/2 days remote) COMPANY OVERVIEW:Covr Technologies is a market leading insurance-as-a-services platform (InsurTech) that simplifies the buying process for life, long-term care, and disability insurance products sold through financial and wealth management advisors, banks, credit unions, RIAs, consumer brands and fintech channels. There are over 25,000 financial advisors using our platform and over 30,000 insurance applications completed on our platform since 2016. Our platform has processed close to $5 billion in claim benefits for end-consumers. Covr’s platform provides a simpler way for people to protect what matters most and a better consumer experience. We have streamlined the insurance application and underwriting process from days to minutes. Covr has a dynamic and transparent work environment where we create opportunities for our employees to grow. We embrace a flexible work environment that encourages high productivity and job satisfaction. We have strong core values: Client First, Collaboration, Innovation and Fun! JOB SUMMARY:In this highly visible role as a Jr. Product Manager, you will sit at the core of our business at the crossroads of strategy, product management and analytics, working closely with Executives and helping develop business strategy, growth plans and drive execution. You will make meaningful and measurable improvements impacting an abundance of both internal and external clients and customers. You will lead key cross-functional projects across the business, collaboratively working with senior leaders, and be critically involved in strategic planning, problem solving, and making decisions impacting Covr's overall business. ESSENTIAL JOB FUNCTIONS, DUTIES, AND PERFORMANCE RESPONSIBILITIES: • Work closely with CITO and Directors to lead the execution of key cross functional business initiatives, working efficiently across organization lines., • Manage tech workstreams and run weekly tech meetings to ensure activities stay on track., • Assist & project manage in developing, leading, and implementing strategic and operational initiatives and projects to enhance revenue growth and / or improve operating margins., • Communicate and present findings to CITO., • Define and report on both key metrics and user data to measure the performance of our operations and inform data driven decision making. ADDITIONAL DUTIES, AND PERFORMANCE RESPONSIBILITIES:, • Perform ad hoc research (prospecting, conference preparation, business needs, etc.) to ensure accuracy as well as providing in-depth knowledge and context for decision making., • Work with external firms during prospecting and implementation to accelerate partnerships and ensure quick and accurate communication with key stakeholders., • Performs other duties and projects as assigned. JOB SPECIFICATIONS AND QUALIFICATIONS:Education and Experience:, • BA required, • 1 - 3 years of product management experience., • Strong mathematical background, • Financial background preferred, • Track record of using analytics to support decision-making, with the ability to dig deep into data and identify the right insights., • Self-motivation and the ability to independently identify and implement high-value analyses and projects., • Verbal and written communication and data modeling and presentation skills, with ability to simplify complex concepts and effectively communicate those to senior leadership and key stakeholders., • Strong leadership, organizational and execution skills in a fast-paced environment Knowledge and Skills:, • Excellent attention to detail and ability to multi-task without losing focus., • Proficient in Microsoft Outlook, Word and expert in Excel, • Comfortable with routine, repetitive tasks, • Excellent written communication skills BENEFITS PACKAGE: We offer a competitive benefits package: • Competitive salary with annual incentive bonus, • Paid Time Off (PTO): 3 weeks to start, increasing with years of service., • Paid holiday’s – 11 days, • Medical, Dental and Vision – 80% of monthly premium paid by Covr for all full-time employees, • Adult and child orthodontia, • Health Savings Account (HSA) with quarterly company contributions, • Short-Term and Long-Term Disability, • Pet insurance for cats and dogs!, • Company paid Life and AD&D insurance for all full-time employees., • Supplemental Life and AD&D insurance up to 5x’s salary for employee, • Supplemental Life and AD& D plans offered for spouse and dependents, • Flexible Spending Accounts (FSAs): medical, dependent, parking and transit Covr is an equal opportunity employer and values diversity in our workforce. We encourage applications from all qualified individuals, including those with diverse backgrounds and those with disabilities. Please note that we do not provide immigration sponsorship for this position. Powered by JazzHR MVag3agDb1

Job Description We're in this for the greater good at ParetoHealth. Our mission is collective greatness, nothing less will do. Our team is a single force united in the drive to transform employee health benefits. The company was founded in 2011 to help small and medium-sized businesses fight the rising cost of employee health benefits. We blazed the trail with financing innovations that reduce the risks in self-insurance and deliver significant savings—and we continue to lead with a growing ecosystem of partners and world-class cost control solutions. But success is measured by more than dollars alone and we measure ours by the good that comes from knowing that every client and all their employees can count on effective, affordable healthcare for years to come. Please note that ParetoHealth does not provide employment visa sponsorship for this position. Candidates must be authorized to work in the United States without sponsorship both now or in the future. Position Summary: As Pareto continues to scale, we're expanding our product portfolio, which will include the development of new alternative funding solutions. We are seeking a Senior Manager, Product Strategy & Operations to build and run the operating system that powers disciplined execution, strong partner performance, and scalable growth for the new solutions. This individual will serve as the internal integrator for a new Pareto product — translating strategy into cross-functional execution across underwriting, partner management, onboarding, client management, renewals, and governance. This is not a back-office operations role. What You'll Own: Build the Product Operating System • Design and implement scalable workflows across underwriting, onboarding, renewals, customer and partner operations., • Establish governance cadence (SteerCo, OKRs, dashboards, decision logs)., • Improve operational visibility and reduce friction as the business scales., • Ensure infrastructure supports 2–3x growth without operational instability. Lead Operational Partner Management • Serve as day-to-day operational counterpart to TPAs and stop-loss carriers., • Run structured performance reviews and escalation processes., • Maintain accountability to service expectations and contractual mechanics., • Ensure operational readiness for new partner launches. Translate Expansion into Execution • Own rollout plans for new TPAs, stop-loss carriers, markets, and program enhancements., • Align underwriting, commercial, product, operations, and finance stakeholders., • Identify risks early and drive resolution., • Deliver clean, on-time implementation of approved initiatives. What Success Looks Like (12–18 Months) • The new product solutions operate through defined systems, not tribal knowledge., • Cross-functional teams execute with clarity and accountability., • Partner relationships are structured, disciplined, and proactive., • Expansion initiatives launch cleanly and predictably., • Growth does not introduce operational instability. What You Bring: • Experience building operating infrastructure in complex, matrixed organizations., • 7-10 years in health plan operations, level-funded, stop-loss, MGU, or adjacent risk-based environments., • Strong executive presence and ability to influence without authority., • Credible fluency in level-funded mechanics and stop-loss dynamics., • Experience managing TPA and/or carrier operational relationships., • High attention to detail with a bias for disciplined execution., • Comfort operating in fast-paced, ambiguous environments. Why This Role Matters: The new alternate funding solutions will require disciplined infrastructure and cross-functional coordination. This role ensures that growth decisions translate into scalable, reliable execution and long-term operational strength. Perks & Benefits: • Fully paid medical, dental, and vision benefits., • Flexible PTO, • 401k company contribution, • Tuition reimbursement, • Professional development allowance, • Transportation allowance and daily parking reimbursement, • Engaging hybrid work environmentWe are guided by our values: Fire in the belly The drive to learn, to improve, and to deliver outstanding value every day. See the field The ability to see the big picture and prepare to meet tomorrow's needs. Get it done right The passion to produce at higher rates and to the highest standards. For the greater good A united community creating better health benefit solutions for all. Please note that any communication from our recruiters and hiring managers at ParetoHealth about a job opportunity will only be made by a ParetoHealth employee with an @paretohealth.com address. ParetoHealth does not conduct text message or chat-based interviews. Any other email addresses, agencies, or forums may be phishing scams designed to obtain your personal information. We will not ask you to provide personal or financial information, including, but not limited to, your social security number, online account passwords, credit card numbers, passport information, and other related banking information until we begin onboarding activities, which will be coordinated by a member of the ParetoHealth People Ops Team with an @paretohealth.com email address.Disclosures:ParetoHealth is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion (creed), gender, gender expression, age, national origin (ancestry), disability, marital status, sexual orientation, or military status, in any of its activities or operations. These activities include, but are not limited to, hiring and firing of staff, selection of volunteers and vendors, and provision of services. We are committed to providing an inclusive and welcoming environment for all members of our staff, clients, volunteers, subcontractors, vendors, and clients.California Applicants: See Pareto's CCPA Notice of Collection for California Employees and Applicants for information about how Pareto Captive Services, LLC, Pareto Health, LLC, and Pareto Underwriting Partners, LLC, together with their respective subsidiaries (collectively, "Pareto") collects and uses personal information submitted by employment applicants.

Job DescriptionDescription High-Net Worth Account Manager/Private Client Account Manager We are an independent full-service, international brokerage firm covering all lines of insurance for a wide variety of corporations, individuals and families. Our approach embraces the reality that managing risk is all about the details. Our core values are trust, service, and innovation. Trust is the foundation of our client relationships. We earn their trust each and every day through expert counsel, making and meeting commitments, and forthrightness in our interactions. Service is our hallmark. We provide the highest levels of service in the industry today, driven primarily by personal interaction, from initial risk assessment through to client advocacy in claims matters. Innovation is our passion. We approach managing the increasingly complex risk environment as an opportunity for insurance innovation and work with the industry’s leading underwriters to create the insurance products our clients need to manage complex risks. Our professionals are hand-selected based on talent, commitment to outstanding client service, and years of experience in the insurance industry. The firm excels in all aspects of risk management and insurance brokerage and has been particularly successful at meeting the insurance needs of high-net-worth individuals and family offices, performing due diligence for mergers and acquisitions and corporate restructurings, and innovating unique insurance products and programs for complex risks. We have substantial, longstanding relationships with the leaders of the underwriting community, and these relationships enable us to create products and services to address clients’ specific, complex exposures, as well as effectively advocate on their behalf in claims matters. Managing risk is all about the details™, and our intense attention to them is why our clients trust us to protect their assets, their families, and their future. We are an industry-growth leader, domestically and internationally, with offices in New York, Palm Beach, Beverly Hills, and London. We are looking for a High-Net Worth Senior Account Executive to join our team. Key Responsibilities • Supervision of HNW Account Manager(s), • Managing a book of business and working directly with clients and underwriting companies, • Communicating with clients and associates, • Fostering a great team environment Skills, Knowledge and Expertise • 10-15 years experience working with High-Net Worth Personal Lines clients either for broker or underwriter, • Capable of managing a book of business and working directly with clients and underwriting companies to market and place renewals and new business and handle day to day service requirements, • Demonstrate product knowledge and relationships with major underwriting companies such as Chubb, PURE, Cinci and AIG, • Familiar with AMS 360 or EPIC agency management systems, • Strong interpersonal skills and written and oral communication skills, • Demonstrate ability to work in a team environment BenefitsMedical, dental, life, 401k with match, PTO, vacation, disability etc.