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Zurich gives you the tools and support to construct a rewarding career in the Insurance industry. We are looking for a Underwriter, Construction Casualty or Underwriting Specialist, Construction Casualty to join our Specialities Construction Casualty team out of our Dallas office. While this position will be based out of our Dallas office, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers and be in the office/market three days per week. As a Underwriter, Constrcution Casualty or Underwriting Specialist, Construction Casualty you will have a chance to use your marketing and analytical skills along with your knowledge of buildings to analyze and underwrite new and renewal Constrcution business both in the US. This is a market facing position and we are seeking someone with a strong sales execution mindset and knowledge of commercial Property policies. There will be 15%-20% travel for this position. This role will be filled at either the Underwriter, Construction Casualty or Underwriting Specialist, Construction Casualty. 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. Key Accountabilities of this role: • Administer and monitor underwriting rules and guidelines, rating manual rules, and insurance laws and regulations., • Develop, maintain & collaborate with Line of Business representatives and other business-related needs, as appropriate., • Develop and maintain relationships with distributors (agents & brokers) in support of business retention and acquisition and works with customers and distributors (agents & brokers) to determine their insurance related needs and provide solutions., • Support the organization's sales culture by being a Help Point for agents, brokers and customers., • Proactively seek renewal and new account opportunities., • Complete detailed opportunity assessment with key distributors to identify growth opportunities., • Qualify accounts to meet with the organization's appetite, balanced with sound business opportunity., • Make broker/customer and on-sight calls with a planned and well-prepared purpose. Basic Qualifications Underwriter, Construction Casualty: • High School Diploma or Equivalent and 1 or more years of experience in the Insurance, Banking, Mortgage, Finance, Construction 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 Basic Qualifications: Underwriting Specialist, Construction Casualty • 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, • Construction underwriting experience and broker relationships in the South region, • Ability to effectively assess risk, • Strong negotiation skills, • Superior skills in relationship building, active listening, needs analysis, and win-win negotiating Possess knowledge of time restraints for quotes on new and renewal business • Excellent oral and written communication skills, • Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines, • Demonstrated technical knowledge and skills reflective of progression of positions of increasing responsibility, • PC and related software skills, • CPCU 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 $62,900.00 - $130,300.00. The proposed salary range for the Underwriter is $62,900.00 - $103,100.00, with short-term incentive bonus eligibility set at 10%. The proposed salary range for the Underwriting Specialist is $79,600.00 - $130,300.00, 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 - Addison Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-BN1 #LI-ASSOCIATE #LI-HYBRID

Zurich is seeking an experienced Executive Underwriter or AVP, Underwriting Director - Construction Property to join our South Specialties Construction team! This position will be based out of our Addison, TX, Atlanta, GA, Charlotte, NC or Maitland, FL office. While this position will be based out of one of these locations, you will have the flexibility to work on a hybrid basis. You will partner with your manager to set a flexible work schedule that supports you, our customers, and our brokers and agents. This role will require you to be visible in the marketplace to meet with our agents and brokers. As Construction Property Underwriter, you will handle complex new and renewal Builders Risk and Fixed Property/Inland Marine 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 South Central and Southeast regions. 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 This role will be filled at either the Executive Underwriter or AVP, Underwriting Director – Construction Property 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 Executive Underwriter – Construction 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 • Experience with Microsoft Office OR AVP, Underwriting Director – Construction Property Basic Qualifications: • High School Diploma or Equivalent and 7 or more years of experience in the Underwriting or Market Facing area or Banking, Mortgage, Finance or Construction 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 Banking, Mortgage, Finance, or Construction 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: • Bachelor’s Degree, • Advanced knowledge and practice of line/s of business, • Strong knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines, • Ability to effectively assess risk, • Ability to work in a team-based environment 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 $100,000.00 - $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, Underwriting 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 - Addison, AM - Atlanta, AM - Charlotte, AM - Maitland Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-JR1 #LI-DIRECTOR #LI-HYBRID

Zurich is seeking an experienced Executive Underwriter or AVP, Underwriter Director – Construction Casualty Underwriter to join our Specialties Construction team. This is a remote position to be based in the San Antonio or Austin area. This role will be filled at either the Executive Underwriter or AVP, Underwriter Director – Construction Casualty Underwriter. 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 Casualty Underwriter you will handle complex new and renewal domestic Construction Casualty 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 South 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 Casualty 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 $105,200.00 - $227,900.00. The proposed salary range for the Executive Underwriter is $105,200.00 - $172,300.00, with Global Specialty Incentive Plan bonus eligibility set at 30%. The proposed salary range for the AVP, Underwriting Director is $139,100.00 - $227,900.00, 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 - Texas Virtual Office, AM - Austin, AM - San Antonio Remote Working: Yes Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-BN1 #LI-DIRECTOR #LI-REMOTE

An exciting opportunity has arisen for an experienced Asset Manager to join a highly regarded, privately held real estate investment and development platform. This Asset Manager role offers the chance to take ownership of a high-quality, design-led portfolio and play a key role in driving performance, value creation, and long-term strategy. Client Details This is an excellent opportunity for an experienced Asset Manager to join a well-established real estate development firm based in Texas. The company specialises in high-end multifamily assets and is seeking a professional with retail experience to oversee a portfolio of assets within mixed-use developments. Description The Asset Manager will report into senior leadership and be responsible for optimising portfolio performance across a diverse real estate platform. Lead the execution of asset-level business plans to maximise value and returns Monitor property performance, including income, expenses, leasing activity, and capital projects Partner closely with property management, development, and leasing teams to drive operational outcomes Oversee budgeting, forecasting, and variance analysis across assigned assets Identify value-add opportunities including repositioning, redevelopment, and operational efficiencies Support financing, refinancing, and disposition strategies where appropriate Prepare and present asset performance reports to senior stakeholders Profile For the Asset Manager role, we are seeking: 5-10 years of experience in real estate asset management, investments, or related field Strong financial acumen, including underwriting, modelling, and portfolio analysis Experience working on multifamily, mixed-use, or institutional-quality real estate assets Proven ability to execute business plans and drive asset-level performance Advanced proficiency in Excel and financial modelling tools Strong communication skills with the ability to work cross-functionally Highly organised, proactive, and commercially minded approach Job Offer Competitive base salary and performance-based bonus Opportunity to work on a high-quality, design-focused portfolio with strong backing Collaborative, entrepreneurial culture with exposure to senior leadership Clear career progression within a growing real estate platform Hybrid working environment If you are interested in this opportunity, apply today or reach out to Chase Smith at Michael Page. MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.

Location: On site at a Dallas location listed in the job posting Summary The Senior Portfolio Manager proactively manages assigned commercial and corporate loan portfolio by monitoring performance, identifying trends, and escalating material changes. Partnering closely with Relationship Managers, this role leads the structuring, underwriting, origination, renewal, and servicing of credits; independently prioritizes requests, assesses risk and risk ratings, recommends optimal credit structures, and prepares and presents credit proposals. The position provides ongoing analytical and credit oversight, including annual reviews, covenant compliance monitoring, and financial statement collection and analysis, to support the growth of a high-quality, profitable portfolio and long-term client relationships. The Senior Portfolio Manager balances competing priorities while ensuring adherence to policy, risk appetite, and sound credit discipline. The role collaborates with Credit Analysts and other associates and provides guidance and mentoring to junior team members Essential Duties and Responsibilities Leads the underwriting and ongoing servicing of commercial loan portfolios for clients with annual revenues from over $30 million to $1 billion Proactively identifies credit weaknesses / trends and alerts management to deterioration Collaborates with RM to prioritize new credit requests, renewals, and reviews Provides risk ratings and recommends appropriate credit structure Identifies policy exceptions Prepares approval, commitment, proposal document, and participates in documentation process including the identification of covenants and other key provisions Participates in customer meetings to discuss alternative credit structures and to clarify any questions. Also interacts with clients during due diligence and finalizing credit package Serves as a secondary customer contact to the Relationship Manager Supervisory Responsibilities No supervisory responsibilities Qualifications: Bachelor's degree in business, finance, accounting or equivalent work experience 8+ years commercial credit or lending experience required; 10+ preferred Strong analytical abilities, credit underwriting skills Goal oriented, ability to take initiative using strong problem-solving skills Strong relationship building and interpersonal skills Excellent verbal and written communication skills Strong organizational skills Excellent computer proficiency (MS Office - Word, Excel, PowerPoint, and Outlook) About Us First 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

Loan Officer We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500® company and consistently ranked among the top homebuilders in the United States. Join a Company that Empowers you to Build your Future A full-time, outside sales position responsible for seeking and developing relationships for new business sources both internally and externally. Meet with and interview prospective customers, brokers, NHCs, and other referral sources at homebuilding communities or other convenient locations to collect and analyze customer financial information, advise customers on the risks and benefits of various mortgage products, and help select the appropriate loan program within Lennar Mortgage roadmap. Obtain loan applications from customers and work with them to achieve loan approval. A career with purpose. A career built on making dreams come true. A career built on building zero defect homes, cost management, and adherence to schedules. Your Responsibilities on the Team Support the Company’s growth through outside sales activities and lead generation Travel to various communities, realtors’ offices, and other appropriate locations on a regular basis (at least weekly) to solicit new business and/or leads from home builders Conduct “First Time Homebuyer Seminars” in communities on a regular basis to develop leads and build relationships with New Home Consultants and prospective/current Travel to and participate in builder and realtor functions, status meetings, phase releases, phone banks, special events, to develop and maintain relationships and customer service Travel to various communities and other appropriate locations to meet with prospective/current customers, explain the Company’s offerings, obtain loan applications and other required documents, and attend closings Review leads daily and contact prospective customers via telephone and email to set up in-person/virtual meetings Originate and prepare new loans in accordance with the “Loan Officer” agreement, signed at the time of employment, to ensure all loans meet the guidelines of the Products and Policies manual for upfront Advise and recommend to the customer regarding the various mortgage loan products based on the customer’s individual need Review interest rates as needed and lock all loans with the borrowers in accordance with the Secondary Marketing Pricing and Rate Lock Policies and Procedures manual, at least fifteen days prior to closing Provide assistance to New Home Consultants on pre-qualifications of customers to develop a pipeline for outside sales; provide status of loans as needed Meet or exceed closed loan capture rate, spot loan objectives for the division, and/or other established sales goals as determined by the Division Manager and based on annual business Maintain reports and notes within origination computer system regarding own prospects and customers to ensure complete exchange of information regarding loan application, loan status, conversations with customers, underwriting, lock in information, monthly projected closings, incentive, and expense Requirements Four-year college degree (preferred) At least three years of Loan Originating experience Bilingual Spanish preference preferred but not required Ability to maintain flexible work schedule, including evening and weekend work Valid driver’s license and dependable transportation NMLS License required, or willing to obtain. #LI-AR1 #IND-MORT #CB-MORT Life at Lennar At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone’s Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar’s policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.

Job Description At Northmarq, you can be part of something special. Northmarq is a unique capital markets resource for commercial real estate investors, providing our clients access to experts in debt, equity, investment sales, loan servicing, and fund management. We offer you a career path with best-in-class training, and we foster inclusive teams committed to collaboration, mentoring, and growth. At Northmarq, we will help you unlock your potential – whether you are an industry veteran or you're just getting started. Your new career is waiting. Start something special today. Northmarq was voted by Real Estate Forum as one of The Best Places to Work in Commercial Real Estate! Northmarq is seeking an experienced Agency Asset Manager, Freddie Mac to join their Dallas, TX office. This position requires a deadline-driven, service-focused, and detail-oriented individual who will be responsible for underwriting borrower consent requests, mentoring and training others within the department, calculating/coordinating loan payoffs, new loan audits, financial statement and rent roll analysis, watchlist monitoring, reserve disbursement requests, processing insurance losses, and satisfying investor requirements. Focus will be on commercial mortgage risk management and customer service. Additional responsibilities may be added to align with department strategies and objectives. *This role supports a flexible schedule that prioritizes in‑office teamwork, with flexibility for remote work when appropriate. Specific Responsibilities • Manage a portfolio of increasingly complex commercial real estate loans while strengthening relationships with key lenders and support senior team members with key tasks on more complex commercial real estate loans. Specific responsibilities include:, • Work with a diverse range of Freddie Mac lenders, companies, private clients, and investment lenders, providing a personalized, client-centric experience tailored to each lender's specific guidelines and requirements., • Provide premier customer service to lenders, borrowers, other servicing staff, and regional offices., • Analyze and make recommendations for lender consent of borrower requests, including lease approvals, maturity extensions, partial releases/substitutions of collateral, easements, condemnations, ownership transfers etc., • Review and make recommendations for releases from reserves including capital expenditure, repair, debt service reserve, rental achievement, TI/LC, and insurance loss., • Analyze annual and quarterly financial statements for multifamily and commercial properties in accordance with the requirements of Freddie Mac and conduit lenders., • Audit new loan boarding and setup to ensure loan terms and covenants were accurately captured in the servicing system., • Calculate and coordinate loan payoff requests, including yield maintenance calculations., • Coordinate with legal counsel and borrowers to document and close transactions upon final lender approval., • Monitor and update monthly loan reports utilized by lenders and management to analyze portfolio risk., • Process insurance loss requests, manage proceeds, and monitor the restoration of the property., • Follow up with borrowers to resolve any post-closing deferred maintenance items or other high-risk items identified during the annual inspection., • Follow up with borrowers regarding variances and general income and expense questions., • Monitor and collect outstanding mortgage payments, carefully documenting collection efforts., • Assist Manager(s) with monitoring team tasks, reviewing write-ups/recommendations, quality control, and lender feedback., • Perform financial covenant testing calculations including NOI, DSCR, debt yield, etc., • Review property repair verification inspections conducted by third party vendors and regional offices., • Provide training and mentoring across the team on areas of expertise including risk management, underwriting and general CRE knowledge., • Assist team members on advanced or complicated consent requests., • Minimal business travel for lender visits, industry/company conferences, etc. (1-3 times per year)., • May participate in department strategic initiatives or serve on procedure committees updating policies for the Portfolio & Asset Management Department., • Strategically manage workload to uphold portfolio standards and align with departmental objectives., • Perform other reasonable tasks/projects as assigned within the department.Education and Work Experience, • Bachelor's Degree, preferably in the finance, real estate, or accounting area., • 4-7 years of experience in finance or accounting. Background in commercial lending or asset management preferred., • Strong skills in Microsoft Outlook, Excel, and Word, • Strong knowledge of commercial real estate finance and commercial loan terminology, • Demonstrate strong analytical, asset management and underwriting skills., • Demonstrated leadership and training abilities, • Excellent verbal and written communication skills, • Strong organizational and prioritization skills, with ability to manage multiple assignments while meeting deadlines, • Ability to work both independently and within a team, with minimal supervision, • Attention to detail and accuracy required, • Problem-solving skills to reflect level of responsibilities, • Ability to maintain sensitive and confidential information Northmarq offers a highly competitive benefits package including: medical, dental, vision, paid time off, 401K match and an annual discretionary contribution based on business performance, paid parental leave and adoption assistance, education assistance, volunteer paid time off, charitable contribution match and so much more! #LI-Onsite #LI-ES1

Job Description Mobility Credit Union is a progressive and diverse credit union focused on offering excellent customer service. We are a dynamic organization and flexible to workl/life needs, creating a supportive work environment that is understanding of personal and family obligations. Mobility CU is very profitable and has grown over 75% in the past 5 years. We offer a competitive salary, generous monetary incentives, 6 percent 401K matching, excellent health care options and a $ 1000 signing bonus*. We are seeking an individual, who is motivated to grow with our organization. POSITION PURPOSE This position will require you to develop and maintain a reputation as a premier partner within the dealer network by visiting dealerships on a regular basis. You will be responsible for calling on area dealerships and businesses to establish and maintain indirect lending channels. Promotes use of Credit Union's loan service and other financial services among dealer/retail network. Identifies areas where existing credit union programs can be improved or enhanced. Identifies new market area and product types which can be profitably introduced to dealer/retail network. Develops plans to implement identified actions. Trains finance personnel at dealerships and within the credit union to ensure everyone is knowledgeable about the program requirements and procedures. Monitors program and acts as liaison between the Credit Union and dealer/retail network. Maintains and reports on dealer/retail network activity monthly. Operational duties include underwriting loans and lending support. DUTIES: (E) ESSENTIAL or (N) NONESSENTIAL • (E) 40% Identifies sale opportunities with dealers in DFW, the surrounding metroplex and throughout the State of Texas. Looks for cross sell opportunities and cross sells products and services for our members with dealers. Participates in sales development activities. Identifies new dealers to contract that will add to the performance of the indirect program. (E) 25% Responds to dealer inquiries telephonically and via email/chat in a professional and friendly manner at all times. Resolves member complaints in a timely manner. Monitors incoming calls and actively works on dealer relationships and program performance. Follows up on member request when necessary. Works assigned reports in a timely manner. (E) 10% Assists dealers with members with closing loan in a timely manner. Answers questions when needed and resolves problems within their authority to resolve. Escalates problems beyond their authority to their manager(s), along with their recommendations. (E) 15% Maintain relationships with dealers and measure their performance. • (E) 5% Ensures compliance with terms and conditions on current loans and accounts. Keeps compliant and informed of current trends and laws on lending, consumer credit, and various accounts., • (E) 5% Performs other job related duties as assigned. PERFORMANCE MEASUREMENTS • Financial service functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, security procedures, legal, and regulatory requirements., • Good business relations exist with members. Products and services are properly and thoroughly explained. Members' problems or questions are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Supervisors are appropriately informed of area activities., • Credit applications and related financial data are closely and effectively analyzed and evaluated. Applications are accurate, complete, and timely., • The Credit Union's professional reputation is maintained and conveyed., • Teller functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, and security procedures., • Monies are balanced and any discrepancies promptly resolved. A balancing record that meets established standards is maintained, • Good business relations exist with dealers and staff. Member's problems or questions are courteously and promptly resolved. QUALIFICATIONS: EDUCATION/CERTIFICATION: • A high school education or equivalent REQUIRED KNOWLEDGE: • Strong sales skills., • Basic understanding of Credit Union operations., • Good understanding of financial services and products provided., • Knowledge of Credit Union loan services, policies, and procedures., • Understanding of related legal and regulatory standards, and required loan documentation., • Knowledge of consumer lending practices EXPERIENCE REQUIRED: • Six months to two years of similar or related experience SKILLS/ABILITIES: • Excellent interviewing, communication, and public relations skills., • Bilingual Spanish speaking is a plus., • Professional appearance and attitude., • Strong analytical and financial skills., • Ability to operate related computer applications, and other business equipment including calculators, typewriter, printer, telephone, and notary stamp., • Good typing skills., • Good math skills. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION • TALKING: One must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly., • REPETITIVE MOTIONS: Movements frequently and regularly require using the wrists, hands, and/or fingers., • FINGER DEXTERITY: Primarily using just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together., • AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information., • AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity is necessary to prepare or inspect documents or products, or operate machinery., • PHYSICAL STRENGTH: Exerts up to 20 lbs. of force occasionally and/or up to 10lbs. frequently. Alternates between standing and sitting throughout the shift. WORKING CONDITIONS • No hazardous or significantly unpleasant conditions (such as in a typical office). Travel is required. MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION • REASONING ABILITY: Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables., • MATHEMATICS ABILITY: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra., • LANGUAGE ABILITY: Ability to use passive vocabulary of 5,000-6,000 words; read at a slow rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences; using normal word order with present and past tenses; using a good vocabulary. INTENT AND FUNCTION OF JOB DESCRIPTION • This job description is intended as a summary of the major duties and responsibilities as well as qualifications for this position. The job description is not intended as inclusive of all duties an individual in this position might be asked to perform or of all qualifications that may be required either now or in the future., • In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the Credit Union., • Job descriptions are not intended as and do not create employment contracts. The Credit Union maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law., • Bonus is paid half at 6 months and half at 1 year.

Job Description POSITION PURPOSE Responsible for reviewing, and underwriting applications for consumer direct & indirect, home improvement, home equity, credit card and line of credit loans. Ensures internal customers are promptly and professionally served. Assists staff with any loan account problems and answers staff questions regarding Credit Union loan policies, procedures, products and loan decisions. Communicates to frontline staff the need to obtain additional loan information and documentation required to formulate and relay credit decisions. Assist in the processing of new member accounts and loans received via indirect channels. Ensures accuracy of information needed to formulate a decision based on set criteria established within the credit union loan origination system. Analyzes data to formulate decisions outside of the automated processes capabilities. Ensures compliance with Fair Lending laws and federal regulations of consumer loans. Presents loan requests above lending limit for approval as per loan policy. (E) Essential or (N) Nonessential • (E) 45% Evaluates and analyzes current financial position of members to determine the degree of risk involved in extending credit or lending money. Makes decision to approve, deny, or forward the loan request to higher levels for decision. Requests additional information if required., • (E) 20% Prepares complete and accurate home equity loan documents. Explains the home equity terms and conditions as well as the options to members. Completes home equity closing process with the member., • (E) 10% Assists in servicing loans by processing such items as payoffs, refinances, problem loan workout arrangements, payment extensions, collateral releases, and payment due date changes at the direction of the Collections department and Lending Manager., • (E) 10% Ensures compliance with terms and conditions on current loans. Keeps compliant and informed of current trends and laws on lending and consumer credit., • (E) 10% Reviews terms, conditions and stipulations post funding for loans ensuring the information's accuracy and integrity., • (N) 5% Performs other job related duties as assigned. PERFORMANCE MEASUREMENTS • Consumer Lending Underwriter functions are efficiently, effectively, and accurately performed in accordance with established policies, standards, security procedures, legal, and regulatory requirements., • Good business relations exist with members. Programs, products and services are properly and thoroughly explained. Staff's problems or questions are courteously and promptly resolved., • Good working relationships and coordination exist with area personnel and with management. Appropriate assistance is provided to area staff as needed. Managers are appropriately informed of area activities., • Credit applications and related financial data are closely and effectively analyzed and evaluated. Decisions are communicated accurately, completely, and timely., • Personal delinquency write-off numbers are in line with Credit Union objectives. EDUCATION/CERTIFICATION: • Bachelor's Degree REQUIRED KNOWLEDGE: • Good understanding of financial services and products provided, • Knowledge of Credit Union loan services, policies, and procedures, • Understanding of related legal and regulatory standards, and required loan documentation, • Knowledge of consumer and residential lending practices EXPERIENCE REQUIRED: • Two years to five years of similar or related experience SKILLS/ABILITIES: • Excellent interviewing, communication, and public relations skills, • Professional appearance and attitude, • Strong analytical and financial skills, • Ability to operate related computer applications, and other business equipment including calculators, typewriter, printer, telephone, and notary stamp PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION • TALKING: One must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly., • REPETITIVE MOTIONS: Movements frequently and regularly require using the wrists, hands, and/or fingers., • FINGER DEXTERITY: Primarily using just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together., • AVERAGE HEARING: Able to hear average or normal conversations and receive ordinary information., • AVERAGE VISUAL ABILITIES: Average, ordinary visual acuity is necessary to prepare or inspect documents or products, or operate machinery., • PHYSICAL STRENGTH: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. WORKING CONDITIONS • No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION • REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization. Able to interpret various instructions., • MATHEMATICS ABILITY: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra., • LANGUAGE ABILITY: Ability to read a variety of books, magazines, instruction manuals, atlases, and encyclopedias. Ability to prepare memos, reports, and essays using proper punctuation, spelling, and grammar. Ability to communicate distinctly with appropriate pauses and emphasis; correct punctuation (or sign equivalent), and variation in word order; using present, perfect, and future tenses. INTENT AND FUNCTION OF JOB DESCRIPTION This job description is intended as a summary of the major duties and responsibilities as well as qualifications for this position. The job description is not intended as inclusive of all duties an individual in this position might be asked to perform or of all qualifications that may be required either now or in the future. In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the Credit Union. Job descriptions are not intended as and do not create employment contracts. The Credit Union maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Job DescriptionSalary: $50,000-$70,000 annually + commission opportunities About the Company-Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digitalcredit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings - an institutional investment manager with over $400 billion in assets - Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success. About the Role As aLoan Officer, this position will be responsible for originating and structuring short-term real estate loans while managing relationships with investors, clients, and brokers. The position requires strong financial acumen, proven sales experience in hard money lending or asset-based lending, and the ability to build and maintain a high-quality loan pipeline. The ideal candidate will demonstrate professionalism, sound judgement, and the ability to operate effectively in a fast-paced, performance-driven environment. Key Responsibilities: Deal Origination & Management • Analyze, structure, and facilitate the origination of diverse real estate loanproducts; guide borrowers from intake to close while ensuring timely and accurate execution Drive Sales Performance • Proactively generate and convert leads, both inbound and prospected, into funded deals; maintain personal production goals in monthly loan volume through consistent relationship building and effective deal structuring Client Engagement • Serve as a trusted advisor by educating real estate investors on financing solutions, underwriting requirements, and loan program options; deliver tailored financial guidance to support repeat business and long-term growth CRM & Pipeline Management • Maintain accurate and up-to-date records of all borrower interactions, quoteddeals, and loan progress in the company CRM to support sales forecasting, performance tracking, and marketing strategies Strategic Business Development • Expand market presence by developing sponsor, broker, and referral relationships, attending industry events, and identifying opportunities for new business within targeted territories Cross-Functional Collaboration • Partner with internal teams to ensure smooth processing, underwriting, and closing of loans, maintaining clear communication with stakeholders throughout each deal Product Knowledge & Representation • Develop in-depth understanding of proprietary loan products and industry trends to represent the company with professionalism, integrity, and confidence in all borrower engagements Required Skills and Qualifications: • Bachelors degree preferred; equivalent professional experience in real estate finance will be considered, • Minimum of five (2) years of sales experience, • Comprehensive knowledge of loan origination, real estate finance, collateral valuation, private lending products, investor requirements, and applicable regulatory considerations, • Demonstrated expertise in structuring short-term real estate loans and assessing asset-based risk, • Proficiency in CRM platforms (HubSpot or comparable systems), • Advanced sales and marketing capabilities with a proven ability to develop and maintain a strong, sustainable pipeline Professional Attributes: • Demonstrates exceptional ethical judgement, professionalism, and integrity, • Self-motivated and goals-driven, with the ability to excel in a fast-paced, commission-based environment, • Strong verbal and written communication skills with the ability to cultivate, manage, and retain client relationships, • Effective problem-solving and decision-making skills with a results-oriented, solutions-focused mindset, • Proven ability to collaborate within a team environment and support organizational objectives, • Highly organized and detail-oriented, with strong multitasking, prioritization, and follow-through capabilities Compensation & Benefits: Crebridprovides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including: • Comprehensive medical, dental, and vision coverage with employer-subsidized premiums, • Company-sponsored 401(k) retirement plan, • Paid time off (PTO), including vacation, sick time, and company-recognized holidays, • Employer-paid basic life insurance with optional supplemental coverage, • Annual performance-based bonus eligibility, where applicable, • Professional development, learning opportunities, and room to grow in your career, • Flexible or hybrid work arrangements, subject to role requirements At Crebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of real estate financing. For more information, please visitcrebrid.com We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.

Job DescriptionA pre-employment credit check will be performed on all qualified applicants. External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Primary role is to grow and retain profitable relationships. This is accomplished by focusing on the delivery of value-added solutions to our clients and prospects that will help them reach their goals and maximize our revenues over the life of the relationship. You will be a fully experienced, qualified relationship manager capable of independent activity. You should have proven client relationship skills, as well as extensive product knowledge, technical expertise, and strong transaction execution skills. Credit process management is a critical component of your job. Performance will be measured by your effectiveness in many marketing areas, including but not limited to calling activity, proposal generation, revenue generation, risk mitigation, ability to build successful relationships, and propensity to help build the franchise for the long term. Seek opportunities to cross sell into every relationship and anticipate the future needs of the client. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Solicit commercial clients; aggressively seeks and obtains quality new business through client and prospect calls, referrals, and cross selling efforts., • Obtaining and maintaining COI’s and attending various networking events in the assigned geographic area., • Requires skills and experience loan structuring and credit analysis., • Generating a wide variety of commercial and real estate loans., • Closing loans typically in the $1 million to $10 million range., • Contributes to deposit growth by cross selling and promoting additional banking products, • Other duties as assigned. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. SUPERVISORY RESPONSIBILITIES: This role has no supervisory responsibilities QUALIFICATIONS EDUCATION/CERTIFICATION: Bachelor’s degree in finance, accounting or another related field is preferred. EXPERIENCE REQUIRED: Formally credit trained and /or underwriting knowledge and experience is preferred. Typically, a minimum of 4 years direct lending or credit support related experience with focus on business relationships. KNOWLEDGE REQUIRED: Familiarity of the sales, loan processing and closing processes. Extensive knowledge of Commercial Banking products and services including working knowledge of C & I as well as Owner-Occupied and Investment Commercial Real Estate loans. SKILLS/ABILITIES: Ability to expand loans, client relationships and cross sell bank products. Must have good interpersonal and communication skills and proven track record of business development. PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS None: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style. Ability to conduct training, communicates at panel discussions, and make professional presentations. Hours: Monday - Friday 8:00 AM to 5:00 PM.

Job Description Job Title Asset Management Senior Analyst Reports To Senior Asset Manager FLSA Status Exempt Department Asset Management Job Purpose The Asset Management Senior Analyst plays an integral part in the success of our Asset Management client service delivery model. This position is responsible for performing support functions that facilitate the delivery of external client requests. The position, in coordination with Asset Managers, is responsible for data input, financial analysis, and routine transaction underwriting. The Asset Management Senior Analyst role communicates with external clients and helps to facilitate engagement of new requests. Duties and Responsibilities • Spread and confirm historical operations in AM model and identify areas that would require additional information from the Borrower. Identify issues and offer potential solutions to solve hurdles., • Review and analyze property level inspection reports for accuracy and completeness. If there are discrepancies or inaccuracies, ask questions and make determinations on how to remedy., • Be first line for completion of the following Asset Management tasks. Property Inspection Review and Submission – Review Inspection Reports for completeness and accuracy prior to delivery to client., • Business Opinion of Value Reports – Perform market data research, compile sales comps, complete property level NOI proforma, and complete BOV narrative., • Property Level Loan Reviews – Spread property financial statements in client requested format., • Seasoned Loan Reviews (Freddie Mac specific product) – Perform in depth analysis of key loan performance metrics and summarize in Freddie format., • Reserve Draw Processing – Perform a review of documentation to ensure all invoices and proofs of payment align. Create and maintain client tracking spreadsheets. For any of the above, it is the Analysts’ responsibility to identify any issues and potential solutions that may prove problematic in providing an approval by the manager and client. Although management and client may not agree with your solutions, it is paramount that the analyst thinks beyond “finding the problem” and is thinking of potential solutions. • The Senior Analyst is the primary party as it relates to clear, effective, and timely communication with the client as it relates to the following Asset Management products:, • Property Inspection Review and Submission, • Reserve Draw Processing, • Property Level Loan Reviews, • Seasoned Loan Reviews (Freddie Mac specific product), • Reserve Draw Processing, • The Asset Management Senior Analyst is expected to assist the analyst with communication to the client in situations which require more experience or a further understanding of the request., • Provide the Analysts with training as it relates to all products., • Responsible for managing the deal process and completion of borrower consent requests as it relates to the following transaction types:, • Easements, • Property Management Changes, • Additions/Release of Collateral, • Alterations of Improvements/Changes in Collateral, • Assist with the development of new product requests from clients. Minimum Qualifications • Senior Analyst should have a full understanding of real estate concepts as it relates to loan terms, interest rates, operating statements, rent rolls, and post-closing borrower consent requests., • Have a full understanding of Borrower Consent Request Transactions such as Assumptions, Transfers of Interest, Easements, Collateral Releases, Management Changes, and Forbearance Requests., • Bachelor’s degree in finance, accounting, business administration, or related field. Other degrees will be considered along with relevant experience. Preferred Qualifications • 2 – 4 years relevant experience in commercial real estate., • Experience working with GSE’s (Government Sponsored Enterprise)., • Experience working with commercial real estate owners/operators., • Prior experience with basic credit analysis. Critical Competencies • Excellent written and verbal communication skills., • Passionate about culture; understands the significance of a company’s culture and its power to drive success., • Ability to work across disciplines to generate new processes and/or resolve issues., • Proficient with Adobe and Microsoft Office Suite or similar software., • Strong attention to detail, organizational skills, and the ability to set and meet deadlines in a fast-paced environment., • Proven ability to successfully prioritize multiple tasks and allocate resources to meet goals., • Creative thinker with sound judgment., • Proven ability to take initiative, think on your feet, and make thoughtful decisions., • Highly effective time management skills., • Strong data analytic skills Working conditions This position works in an office environment and travel is required. Physical requirements • Ability to remain in a stationary position (e.g., sitting or standing) for extended periods., • Frequent use of hands and fingers for typing, writing, and handling office equipment., • Ability to communicate clearly in person and via electronic means., • Occasional lifting or moving of items up to 10–20 pounds (e.g., office supplies)., • Visual ability to read documents, screens, and reports., • Ability to navigate office environment, including walking short distances. EEO Statement We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. All employment decisions are based on qualifications, merit, and business needs

Job Description Signers National is a leading insurance platform that provides a range of brokerage and underwriting services to organizations of all sizes. Starting in 2008 as a small retail broker focused on nonprofit & human service organizations, Signers has since expanded its portfolio to include commercial real estate and transportation. Signers is a socially conscious organization boasting an amazing culture of relentless grit and continuous improvement. We go to work every day to positively affect people's lives, and we strive to do the same for our employees. Subsidiary: Lamb Insurance Services RESPONSIBILITIES Sales Leadership & Business Growth • Lead and manage sales efforts, actively engaging in high-value deal negotiations and assisting Client Executives in closing opportunities to drive team success., • Develop and implement strategic sales initiatives to expand our client base and strengthen market positioning., • Proactively identify and pursue new business opportunities through direct outreach, leveraging tools such as LinkedIn, email campaigns, and calls. Team Development & Management • Coach and mentor the sales team, enhancing their skills in sales strategies, funnel management, and closing techniques., • Establish and enforce sales processes to ensure consistency, efficiency, and best practices across the team., • Recruit, develop, and retain top sales talent, fostering a culture of high performance and continuous improvement., • Keep the team informed on industry trends, current events, and evolving market dynamics. Networking & Relationship Building • Actively participate in networking opportunities, both in-person and online, to build and maintain strong client relationships., • Represent the company at industry events, conferences, and professional organizations to expand our brand presence. Client Engagement & Onboarding • Oversee the early stages of client onboarding to ensure a smooth transition from sales to service teams., • Maintain ongoing communication with key clients to foster long-term partnerships and identify opportunities for expansion. Performance Management & Strategy Execution • Monitor and analyze sales performance metrics, using data-driven insights to optimize sales strategies., • Ensure alignment between individual and team goals with overall company objectives. QUALIFICATIONS Qualifications • Proven experience as a Sales Manager or in a sales leadership role and must be willing to obtain insurance license post hire., • Demonstrated success in managing and developing high-performance sales teams., • Experience handling medium to long-term sales cycles with a strategic approach to business development., • Proficiency in CRM software and Microsoft Office Suite., • Strong understanding of sales performance metrics and ability to implement data-driven improvements., • Excellent communication, leadership, and problem-solving skills., • Willingness to travel as needed for client engagement and market development., • Bachelor's degree preferred or equivalent professional experience. Signers is a proud Equal Opportunity Employer. Signers is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, national, social or ethnic origin, sex (including pregnancy), age, physical, mental or sensory disability, sexual orientation, gender identity and/or expression, marital, civil union or domestic partnership status, past or present military service, family medical history or genetic information, family or parental status, or any other status protected by the laws or regulations in the locations where we operate. Signers will not tolerate discrimination or harassment based on any of these characteristics. We believe that variety in experience makes us stronger as individuals, as communities, and as a company. Fostering an environment where all employees feel empowered to bring their authentic self to work is our priority

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 DescriptionSalary: About the Company-Crebrid is a nationally recognized private lender specializing in real estate investment financing. With headquarters in Dallas and Plano, Texas, we operate as a trusted digitalcredit bridge, leveraging advanced technology and deep sector expertise to deliver a streamlined and transparent lending experience. Supported by Barings - an institutional investment manager with over $400 billion in assets - Crebrid offers the financial strength, operational stability, and industry credibility relied upon by real estate investors across the country. We maintain a professional, collaborative, and performance-driven culture where individual contributions directly support our organizational success. About the Role - ACapital Markets Loan Packaging & QC Specialist serves as a key contributor on our Capital Markets team, with a primary focus on loan review, quality control, post-closing, and due diligence. This role is responsible for ensuring all loan files are complete, accurate, and compliant with investor requirements prior to delivery. This position will perform detailed post-closing quality control reviews, identify and resolve documentation deficiencies, and prepare loan files for due diligence and investor submission. Your ability to manage loan packaging, maintain data integrity, and and coordinate across teams will ensure smooth loan delivery, minimize investor exceptions, and support timely, successful sales. Key Responsibilities: • Perform detailed loan review and post-closing quality control (QC) audits on funded loans to ensure completeness, accuracy, and compliance with investor and due diligence requirements, • Identify missing, incorrect, or inconsistent documentation/data; drive resolution by coordinating corrections, re-requests, and document remediation, • Manage end-to-end loan packaging, ensuring all files are properly organized, labeled, and prepared for due diligence and investor delivery, • Review due diligence findings, reconcile exceptions, and clear conditions to ensure loans meet sale eligibility requirements, • Coordinate with third-party due diligence providers and internal teams to facilitate timely file reviews and re-submissions, • Track loan status throughout the post-closing and delivery lifecycle, including outstanding conditions, exceptions, and deadlines, • Maintain accurate records within the loan management system to reflect real-time QC status and delivery readiness, • Produce reports and status updates on loan quality, deficiencies, and delivery timelines to support leadership and capital markets execution, • Partner cross-functionality with closing, underwriting, compliance, and capital markets to resolve issues and ensure seamless loan flow, • Recommend and implement improvements to QC processes, checklists, and packaging workflows based on trends and recurring deficiencies Required Skills and Qualifications: • Bachelor's degree preferred; equivalent professional experience will be considered, • Minimum of three (3) to five (5) years of mortgage operations, loan delivery, post-closing review, secondary market, or related experience, • Advanced knowledge of underwriting, credit, title, closing documents, and investor delivery standards., • High attention to detail and ability to spot inconsistencies, gaps, or risk exposures, • Excellent organizational, project management, and multi-tasking skills (handling many loan files at different stages), • Strong written and verbal communication skills to request, explain, and follow up with internal and external parties, • Proficiency in loan origination/servicing systems, document management, and tracking workflows, • Sound judgment and escalation instinctsknowing when to push issues upward or negotiate resolutions Performance Qualifications: • Experience in secondary market investor delivery, knowledge of due diligence protocols, or exposure to capital markets Performance Metrics / Success Indicators: • Percentage of loans that pass due diligence without exceptions or rejections, • Time (in days) from closing to investor delivery, • Average time to resolve document or condition issues, • Accuracy of status tracking vs. actual file state, • Reduction in investor rejections or corrections over time, • Throughput (number of loans processed per period) while maintaining quality Compensation & Benefits: Crebridprovides a competitive compensation and benefits program intended to support the health, financial security, and professional growth of our employees, including: • Comprehensive medical, dental, and vision coverage with employer-subsidized premiums, • Company-sponsored 401(k) retirement plan, • Paid time off (PTO), including vacation, sick time, and company-recognized holidays, • Employer-paid basic life insurance with optional supplemental coverage, • Annual performance-based bonus eligibility, where applicable, • Professional development, learning opportunities, and room to grow in your career, • Flexible or hybrid work arrangements, subject to role requirements At Crebrid, we are committed to excellence and integrity in every aspect of our operations. Join a forward-thinking team that is shaping the future of real estate financing. For more information, please visitcrebrid.com We are an equal opportunity employer and are committed to creating an inclusive environment for all employees. Employment decisions are based on business needs, job requirements, and individual qualifications. Applicants are evaluated on the basis of job qualifications. Not race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital or domestic partner status, citizenship or any other status or characteristic covered by federal, state, or local law.

Job DescriptionQuality Control Specialist - Quality Control Department DebtBlue, LLC is a fast‑growing debt settlement organization committed to helping individuals and families regain financial stability. We serve with integrity, compassion, and excellence-helping people restore peace of mind and move toward a stronger financial future. If you value meaningful work and want to make an impact, you'll feel at home here. Job Summary The Quality Control Specialist will be responsible for analyzing and resolving all draft, audit, and transaction challenges needed in the best interest of the client and business. This agent may also assist in account underwriting, verification, and approvals when needed. This individual will perform continual data entry processes in a high-volume, fast-paced environment and must be detail oriented and demonstrate accuracy. The Quality Control Specialist will report to the Quality Control Manager. Key Responsibilities • Update drafts per clients' requests., • Research client files to identify transactional issues with payments and performance fees., • Process requests from third parties related to clearing, pending, cancelling, and modifying creditor settlement payments., • Contact creditors if the account is sold to another collection agency and attempt to reestablish the previous agreement., • Process scheduled payments of negotiated settlements as well as audit for accuracy., • Send refund or referral of fees requests to the accounting department., • Other duties as required to support department operations.Core Competencies, • High School Degree or GED (required)., • 1-2 years' experience in a financial industry (collections, payment processing, mortgages, claims reconciliation) (preferred)., • Must be detailed oriented., • Strong problem-solving and critical thinking skills., • Must demonstrate strong communication skills to work effectively with others., • Proficiency in Microsoft Office, SharePoint, Windows OS, and CRMs., • Bilingual (Spanish) is a plusKey Behaviors Aligned with DebtBlue Values, • Growth Mindset Relentlessly pursue improvement and commit to becoming your best self. Your mindset determines your ceiling., • Empathy Listen first, act with compassion, and treat every person with dignity and understanding-because dignity is not negotiable., • Empowering Help clients overcome adversity by guiding them toward solutions that restore confidence and financial control., • Ownership Own the outcome in every interaction. Practice disciplined accountability-no excuses, just results., • Focus Play the next play. Execute with precision and win through attention to detail., • Integrity Protect the standard by doing the right thing-always, especially when no one is watching.Key Performance Metrics (KPIS), • Average 20-30 emails daily, • 60 tasks per day based on what is assigned, • Talk time Equal Opportunity Employer DebtBlue, LLC is an Equal Opportunity Employer. We celebrate diversity and are committed to an inclusive workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, genetic information, or any protected characteristic.

Job Description Stellantis Financial Services (SFS) is the new captive finance company for one of the world's leading automakers and a mobility provider with iconic brands including Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep®, Lancia, Maserati, Opel, Peugeot, Ram, Vauxhall, Free2move and Leasys. Our exciting growth provides opportunities to advance your career as we successfully lead products and services from a small to midsize company in just a few years. Join our world class team and culture and contribute to our core mission which is enhancing our customer's experience. Position Summary: The Loan Processor Manager is responsible for managing regional loan processing operations, including production, work quality, training programs, service levels, and funding decisions outside of policy. Resolves escalated issues involving internal stakeholders, dealer partners, and Dealer Relationship Managers (DRMs), ensuring timely and professional resolution. Essential Duties and Responsibilities: • Provide leadership, support, and development to Loan Processing teams., • Ensure the achievement of all funding objectives, including volume, turn time, portfolio performance, and legal and procedural compliance., • Manage regional production, quality, and service levels to meet performance targets., • Evaluate performance against established metrics; identify operational deficiencies and collaborate with Loan Processing Managers to implement improvement plans., • Oversee the accuracy and completeness of loan documentation and ensure timely submission to underwriting and funding teams., • Communicate effectively with Credit, Sales, and dealer management to ensure alignment and issue resolution., • Review exception deals and make decisions in accordance with company policies and procedures., • Develop, coordinate, and support training activities and staff development in accordance with SFS policies., • Maintain confidentiality when accessing personal information of consumers, including, but not limited to, Social Security numbers and dates of birth., • Other duties may be assigned; responsibilities and activities may change. Additional Responsibilities: Perform the above-referenced essential duties and responsibilities as well as assist in directing the work of employees assigned to the department by leading and overseeing their day-to-day activities and work schedules and by providing work-related guidance to the Retail Funding teams in accordance with the Company’s policies and procedures. This position has the authority to lead, oversee, and direct the day-to-day work of assigned employees and to report work assessments to management, and has the authority to take the following actions: hire an employee, fire an employee, promote or demote an employee, formally discipline an employee, reassign an employee, or alter the benefits of an employee. All such decisions shall be made by the responsible senior manager(s) in consultation with the Human Resources Department. Qualifications and Competencies Required: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Required Experience: • Minimum 4 years’ auto finance industry experience., • Minimum 3 years’ experience as a Sr. Loan Processor or similar position., • Must have experience as a Loan Processing Team Lead. Education: • High school diploma or general education degree (GED). Skills Required: • Strong knowledge of retail funding regulations, legal requirements, and industry trends., • Ability to analyze complex retail data and make strategic recommendations., • Excellent analytical and problem-solving skills., • Exceptional attention to detail and accuracy., • Proven experience managing a team and driving operational efficiency., • Excellent oral and written communication and leadership skills., • Ability to read and interpret credit reports from TransUnion, Experian, and Equifax., • Strong knowledge of indirect auto lending practices and regulatory requirements (e.g., TILA, RESPA, TRID)., • Proficiency in loan origination systems (e.g., Dealertrack, RouteOne, or similar platforms)., • Intermediate skills in MS Excel, Word, and PowerPoint Overtime required – N/A. Travel 0-10% - as required on an as-needed basis. Must have reliable transportation and live within a commutable distance to one of the following cities: Dallas, TX; Houston, TX; Phoenix, AZ. Qualifications Preferred: • Education - Bachelor’s degree in business, finance, or related field. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee is occasionally required to stand, walk and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate. Work Schedule: This position is a hybrid role, requiring in-office presence per business needs. This position requires the ability to work various shifts to accommodate business needs. Typically, between the hours of 7:00 AM and 8:00 PM, Monday through Friday, with occasional weekends and holidays as needed. Travel may be required up to 10% of the time. An applicant must be authorized to work in the United States to be eligible for this position. Stellantis Financial Services, Inc. will not sponsor applicants for work visas of any type for this position. Stellantis Financial Services, Inc. (SFS) is an equal opportunity employer and is committed to providing its employees with an environment that is free of harassment, discrimination, and intimidation. It is the policy of SFS to comply with all applicable employment laws and regulations and to provide equal opportunity for all qualified persons and to not discriminate against any employee or applicant for employment because of race, color, religion, sex, age, national origin, disability, pregnancy, sexual orientation, veteran status, gender identity or expression, change of sex, and/or transgender status or any protected status. Candidates must possess authorization to work in the United States. This policy applies to recruitment and placement, promotion, training, transfer, retention, rate of pay, and all other terms and conditions of employment. Employment and promotion decisions will be based solely on merit, ability, achievement, experience, conduct, and other legitimate business reasons.

Job Summary The Senior Risk Analyst: Lending & Card Services supports credit and fraud risk management across Populus Financial Group’s card services and consumer lending portfolios. This role focuses on model monitoring, underwriting policy execution, and portfolio analytics, partnering with senior risk leadership to deliver data-driven insights and support sound risk decisions. This is a hands-on analytical role. The ideal candidate is analytically driven, detail-oriented, and curious, with strong data skills and an eagerness to learn in a fast-paced environment. Major Responsibilities • Monitor credit and fraud model performance across lending and card services portfolios, including approval rates, losses, fraud outcomes, and stability metrics., • Execute ongoing model monitoring and reporting, identifying performance shifts, emerging risks, and trends requiring escalation., • Support credit policy and underwriting model initiatives, including rule testing, feature analysis, validation, and performance monitoring., • Perform ad-hoc analytics to identify emerging risk trends, segment performance, and opportunities to improve predictive accuracy., • Analyze lending portfolio performance, including delinquency migration, loss trends, and origination quality., • Support card services risk analytics related to prepaid, DDA, ACH, transactions, KYC, and fraud activity., • Develop and maintain dashboards and recurring reports for key risk indicators (KRIs) and portfolio performance., • Partner with Fraud, Compliance, Product, Marketing, and Data teams to support risk initiatives and ensure aligned execution., • Prepare clear analytical insights and recommendations for senior risk leadership, • Maintain documentation for models, policies, monitoring results, and analytical processes to support governance and audits., • Present analytical findings to the Manager and Director, providing insights that support data-driven decisions. Key Competencies • Analytical and Quantitative Thinking, • Credit Risk and Fraud Risk Fundamentals, • Model Performance Monitoring and Interpretation, • Underwriting Policy and Decision Rule Analysis, • Data Management, Quality, and Accuracy, • Programming and Analytical Tools (SQL, SAS, Python, or R), • Data Visualization and Executive-Ready Reporting, • Collaboration and Cross-Functional Partnership, • Problem Solving and Critical Thinking Interactions Direct Report Title Number Indirect Report Title Number Other Internal/External Interactions Minimum Qualifications • Bachelor’s degree in a quantitative or business-related field., • 3–5 years of experience in risk analytics, credit risk, fraud analytics, lending, or payments., • Strong proficiency in SQL and at least one of the following: SAS, Python, or R (required)., • Hands-on experience supporting model monitoring, underwriting policy, or risk decision rules in a production environment., • Experience with BI tools such as Tableau or Power BI., • Strong analytical, communication, and problem-solving skills., • Ability to work with large datasets and synthesize findings into actionable insights., • Strong communication and presentation skills, with the ability to explain complex data clearly., • Demonstrated curiosity and initiative to identify trends, patterns, and improvement opportunities. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major responsibilities. While performing the duties of this job, the employee is regularly required to sit, stand or walk; use hands to finger, handle, or feel; reach with hands and arms; stoop or bend; and talk or hear. The employee must occasionally lift and/or move up to 50 lbs. Must have appropriate vision to see up close, and at a distance with ability to adjust vision and focus. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. This position might require long hours and weekend work. Travel Minimal travel required. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in some work environments can be moderate. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, qualifications required of employees assigned to this job. EEO Statement Populus Financial Group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. In compliance with applicable law, Populus Financial Group does not discriminate against any applicant or employee on the basis of race, color, religion, creed, sex, sexual orientation, gender (including gender nonconformity and status as a transgender or transsexual individual), national origin or ancestry, ethnicity, age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, pregnancy status, or any other protected classification. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotions, discipline, compensation, benefits, and termination of employment.

SCI, the Leader in Real Estate Executive Search®, has been retained to recruit a Vice President of Asset Management on behalf of a leading global investment manager with $55 billion in AUM — widely regarded as the firm that set the standard for institutional seniors housing investment. This is a hands-on, high-impact role sitting at the intersection of portfolio management, platform development, and acquisitions. The incoming VP will oversee a healthcare portfolio spanning independent living, assisted living, and memory care — while also helping build the systems and infrastructure to support a growing asset management team. Our client is one of the most respected names in seniors housing investment — a platform where the best in the business have built their careers. KEY RESPONSIBILITIES • Managing a seniors housing portfolio — driving occupancy, NOI, and capital allocation decisions in partnership with operating partners, • Leading KPI and dashboard development; building scalable processes for portfolio monitoring, risk management, and operator onboarding, • Supporting acquisitions — underwriting, due diligence, cash flow modeling, JV structuring, and debt analysis, • Presenting portfolio performance, industry trends, and strategic recommendations to senior leadership, • Conducting site visits and competitive analyses to assess asset positioning and identify repositioning opportunities KEY REQUIREMENTS • 7–10 years of experience, with 5+ years in institutional asset management from a REIT (RIDEA) or private equity platform, • Seniors housing, SNF, CCRC, or healthcare real estate background strongly preferred, • Advanced financial modeling skills — three-statement models, cash flow analysis, valuations, • Proficiency in Excel and Power BI, • Ability to relocate to Dallas, TX

Regional Underwriting Manager – Senior Construction Underwriter. We are seeking an experienced Senior-Level Construction Underwriter with large lines casualty experience to lead production underwriting and manage a robust regional book of construction business. Provide high-level servicing and und

Job Description Job Description RENOSY by Renters Warehouse is a fast-paced, rapidly growing company specializing in identifying, underwriting, and renovating investment homes for institutional clients. With a goal of acquiring 250 homes in 2026, we are driven by a commitment to precision, efficiency, and delivering exceptional value. Our dynamic team thrives on adapting to market changes and meeting ambitious targets in a constantly evolving industry. Join us and be part of a company that’s reshaping the investment home market while achieving unprecedented growth. SUMMARY We are looking for a driven and detail-oriented Field Manager to join our growing team, supporting single-family residential rehab projects across the Dallas area. This role is essential in ensuring our projects are executed with precision, safety, and a strong eye for design. The ideal candidate is passionate about construction, values a clean and organized job site, and is committed to contributing to a positive and growth-oriented company culture. ESSENTIAL DUTIES AND RESPONSIBILITIES This list of duties and responsibilities is not all inclusive and may be expanded to include other duties and responsibilities, as management may deem necessary from time to time. • Conduct thorough onsite evaluations to define project scope of work, undercover hidden conditions, and identify potential risks of prospective acquisition properties., • Deliver clear, accurate scopes of work to the acquisitions team in a timely manner to support purchase negotiations, underwriting, and due diligence efforts., • Lead pre-construction walkthroughs with vendors to verify scope details, lock in pricing, and set clear, committed project timelines., • Oversee renovation projects from kickoff through completion, managing schedules, budgets, vendors, and quality standards to ensure the work is delivered on time, within scope, and to company expectations., • Perform routine quality-control inspections throughout the renovation to ensure the property meets all rent-ready standards and all applicable city rentals requirements to deliver a fully compliant home to the leasing team., • Communicate project updates with supervisor, resolve onsite bottlenecks, and enforce safety protocols with all personnel onsite., • Review and submit change orders promptly and ensure all project adjustments, costs, and documentation are accurately updated in CRM. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • 3+ years of experience in residential construction or rehab, preferably in single-family homes., • Strong understanding of construction processes, safety practices, and design implementation., • Excellent organizational and communication skills., • Ability to read and interpret construction drawings and scopes of work., • Proficient in Microsoft Office, Google and construction management software (e.g., Salesforce, Pipedrive)., • Valid driver’s license and reliable transportation for travel across the Dallas area., • Bilingual (English/Spanish) is a plus. Education and/or Experience • 3+ years of experience in residential construction or rehab, preferably in single-family homes. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. WORK ENVIRONMENT Remote Status: Onsite / Field work Travel Requirements: Local travel for field operations, inspections, and vendor oversight. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. RENOSY by Renters Warehouse is an equal opportunity employer and does not discriminate based on race, color, creed, religion, national origin, sex, marital status, disability, age, sexual orientation, and other protected classes.

Job Description External Applicants: Please apply through Prosperity Bank's Career Center at https://www.prosperitybankusa.com/Careers. Applying through any other source may prevent Prosperity from receiving your application. Internal Applicants: If you are a current associate of Prosperity Bank, please apply through the internal Talent - Career Center in ADP. Prosperity Bank is an Equal Opportunity Employer. POSITION PURPOSE Responsible for credit underwriting, monitoring, and portfolio management of Commercial Banking relationships to ensure strong credit quality and achieve efficient internal processes to retain and expand client relationships. Primary performance responsibilities include analyzing financial data to determine the merits of loan requests, monitoring the performance of existing client relationships, and assist in the management and organization of the loan portfolio. ESSENTIAL FUNCTIONS AND BASIC DUTIES • Assist with due diligence/analysis of new client relationships and opportunity memos as appropriate., • Manage the renewal process by working with the Relationship Manager, the client, & the credit department., • Assist in the preparation of loan packages, make presentations, and participate in the bank’s loan approval process., • Manage the process for approving and closing modifications/amendments/waivers to existing credit agreements., • Assist Relationship Manager in coordinating the loan closing process for new and existing loan relationships (i.e. working with both outside counsel and internal document preparation groups, reviewing loan documents, closing loans with clients)., • Assist and joins Relationship Manager in business development calling efforts., • Perform other administrative duties required for the maintenance the loan portfolio (i.e. exception tracking, financial reporting and covenant compliance)., • Manage and oversee small loan/deposit portfolios., • Ensure the portfolio administration and risk management of each client relationship follows the established credit policy, procedure, and business strategy as well as regulatory guidelines., • Perform annual loan reviews as needed., • Partner with the Relationship Manager as a point of a contact for existing and prospective clients; acting as a liaison to the Credit Department, the Commercial support staff and other internal business partners., • Monitor loan repayment activities and financial condition of borrowing clients and take necessary action to collect past due accounts., • Agreeable to work overtime as needed based on work assigned in order to meet deadlines provided., • Participates in community and business functions/groups to ensure a positive image for the bank within the region’s marketplace., • Perform other duties and special projects as needed. The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time. QUALIFICATIONS Education/Certification: Bachelor’s degree (business concentration preferred) Required Knowledge: Proficient with Microsoft Word, Excel, Power Point as well as some form of financial spreading software Experience Required: Has 2-3 years of banking experience, primarily related to credit analysis/underwriting Skills/Abilities: Demonstrates strong written and analytical skills Has strong understanding of credit policy and procedures and is able to accurately evaluate both cash-flow and collateral-based credits Ability to make appropriate judgments and decisions with limited guidance Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. Excellent planning and organizational skills, including the ability to work independently on projects of high complexity with minimal supervision Strong public speaking and presentation skills Excellent written and verbal communications skills Ability to maintain confidentiality and instill trust within the organization Proficient in Microsoft Word, Excel, and PowerPoint ability to multitask is essential PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Average Hearing: Able to hear average or normal conversations and receive ordinary information. Repetitive Motion: Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Visual Abilities: Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery. Physical Strength: Sedentary work; sitting most of the time. Exerts up to 10 lbs. of force occasionally. (Almost all office jobs.) WORKING CONDITIONS None: No hazardous or significantly unpleasant conditions (such as in a typical office). MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data establish facts and draw conclusions. Able to interpret a variety of technical instructions and can deal with multiple variables. Mathematics Ability: Ability to compute discount, interest, profit, and loss; commission markup and selling price; and ratio, proportion, and percentage. Able to perform very simple algebra. Language Ability: Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. Hours: Monday - Friday: Min. 40 hours. 40 hours per week.

Job Summary The Senior Risk Analyst: Lending & Card Services supports credit and fraud risk management across Populus Financial Group’s card services and consumer lending portfolios. This role focuses on model monitoring, underwriting policy execution, and portfolio analytics, partnering with senior risk leadership to deliver data-driven insights and support sound risk decisions. This is a hands-on analytical role. The ideal candidate is analytically driven, detail-oriented, and curious, with strong data skills and an eagerness to learn in a fast-paced environment. Major Responsibilities • Monitor credit and fraud model performance across lending and card services portfolios, including approval rates, losses, fraud outcomes, and stability metrics., • Execute ongoing model monitoring and reporting, identifying performance shifts, emerging risks, and trends requiring escalation., • Support credit policy and underwriting model initiatives, including rule testing, feature analysis, validation, and performance monitoring., • Perform ad-hoc analytics to identify emerging risk trends, segment performance, and opportunities to improve predictive accuracy., • Analyze lending portfolio performance, including delinquency migration, loss trends, and origination quality., • Support card services risk analytics related to prepaid, DDA, ACH, transactions, KYC, and fraud activity., • Develop and maintain dashboards and recurring reports for key risk indicators (KRIs) and portfolio performance., • Partner with Fraud, Compliance, Product, Marketing, and Data teams to support risk initiatives and ensure aligned execution., • Prepare clear analytical insights and recommendations for senior risk leadership, • Maintain documentation for models, policies, monitoring results, and analytical processes to support governance and audits., • Present analytical findings to the Manager and Director, providing insights that support data-driven decisions. Key Competencies • Analytical and Quantitative Thinking, • Credit Risk and Fraud Risk Fundamentals, • Model Performance Monitoring and Interpretation, • Underwriting Policy and Decision Rule Analysis, • Data Management, Quality, and Accuracy, • Programming and Analytical Tools (SQL, SAS, Python, or R), • Data Visualization and Executive-Ready Reporting, • Collaboration and Cross-Functional Partnership, • Problem Solving and Critical Thinking Interactions Direct Report Title Number Indirect Report Title Number Other Internal/External Interactions Minimum Qualifications • Bachelor’s degree in a quantitative or business-related field., • 3–5 years of experience in risk analytics, credit risk, fraud analytics, lending, or payments., • Strong proficiency in SQL and at least one of the following: SAS, Python, or R (required)., • Hands-on experience supporting model monitoring, underwriting policy, or risk decision rules in a production environment., • Experience with BI tools such as Tableau or Power BI., • Strong analytical, communication, and problem-solving skills., • Ability to work with large datasets and synthesize findings into actionable insights., • Strong communication and presentation skills, with the ability to explain complex data clearly., • Demonstrated curiosity and initiative to identify trends, patterns, and improvement opportunities. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the major responsibilities. While performing the duties of this job, the employee is regularly required to sit, stand or walk; use hands to finger, handle, or feel; reach with hands and arms; stoop or bend; and talk or hear. The employee must occasionally lift and/or move up to 50 lbs. Must have appropriate vision to see up close, and at a distance with ability to adjust vision and focus. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 8:00 a.m. to 5:00 p.m. This position might require long hours and weekend work. Travel Minimal travel required. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in some work environments can be moderate. Disclaimer The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted, as a comprehensive inventory of all duties, responsibilities, qualifications required of employees assigned to this job. EEO Statement Populus Financial Group is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. In compliance with applicable law, Populus Financial Group does not discriminate against any applicant or employee on the basis of race, color, religion, creed, sex, sexual orientation, gender (including gender nonconformity and status as a transgender or transsexual individual), national origin or ancestry, ethnicity, age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, pregnancy status, or any other protected classification. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotions, discipline, compensation, benefits, and termination of employment.

Job Description The Senior Claims Adjuster, TPA Oversight will provide technical expertise and handle a wide variety of severity/complex claims as well as coverage litigation within Commercial Auto, Cargo, and Crane & Rigging lines of business. Additionally, they will complement the existing Specialty Claims team that supports the Underwriting unit and will provide oversight of third parties and delegated authority referrals. Minimum Qualifications: • A Bachelor’s degree or the equivalent education and/or experience., • 5-10 years of relevant and progressive experience handling Commercial Auto and General Liability claims., • Adjuster licenses, as mandated by specific states, are required. Primary Job Functions: • Handle claims originating out of the Specialty Claims unit and provide technical oversight of Third Party Administrators (TPAs)., • Direct oversight of commercial auto and specialty transport claims and coverage disputes., • Provide coverage, liability, and damages analysis with prompt identification of potential large loss claims., • Responsible for ensuring adequate reserving and accuracy of claims payments through appropriate supervision and authority levels., • Work in partnership with the TPA Claims Manager to ensure that claims are proactively managed and that all claim workflows and SLAs are adhered to., • Ensure timely disposition of all claims in accordance with regulatory and statutory requirements., • Ability to proactively identify exposures and claim trends which may affect the portfolio and provide written assessments to the Specialty business unit., • Resolve problems and respond to coverage questions from underwriting team and senior management., • Build and maintain key relationships with internal and external stakeholders (e.g. Reinsurers, Underwriters, Actuarial, Brokers, Attorneys, Vendors, etc.)., • Effectively represent the Company’s interests at mediations and settlement conferences., • Other duties as required by management., • Participate in Claim Reviews and claim audits periodically., • Attend depositions, settlement conferences and trials when necessary periodically., • Performs other duties or special projects as required or as assigned by a supervisor periodically. The above cited duties and responsibilities describe the general nature and level of work performed by people assigned to the job. They are not intended to be an exhaustive list of all the duties and responsibilities that an incumbent may be expected or asked to perform. Skills & Competencies Required: • Excellent written and verbal communication skills., • Strong analytical skills., • Strong negotiation skills., • In-depth knowledge of claims, litigation, and trial process., • Strong commitment to providing superior client service., • Excellent organizational and time management skills., • Proficiency in MS Office (Word, Excel, Outlook)., • Ability to work independently with limited supervision., • Ability to successfully obtain the required state adjusters’ licenses. Additional Information: • Full benefit package including medical, dental, life, vision, company paid short/long term disability, 401(k), tuition assistance and more., • The anticipated salary for this position is $100,000 - $130,000 per year, based on qualifications and experience., • Internal Notice: As part of our commitment to talent development, this position is open for internal promotion applications at the time of public posting., • Fortegra is not accepting unsolicited resumes from search firms for this position., • Please be aware of job fraud(s) – all correspondence emails regarding your candidacy will come from our Fortegra.com email address. Thank you.

About Bastion Reinsurance: Bastion Reinsurance is a capital-backed reinsurance platform supported by Leon Capital Group (LCG). The platform is built to deploy institutional capital across reinsurance and insurance-aligned investment strategies with a focus on capital efficiency, regulatory discipline, and durable portfolio construction. Bastion Reinsurance combines reinsurance expertise with investment rigor to create a platform optimized for balance-sheet performance, ratings integrity, and long-term capital stewardship. Position Overview: The Vice President of Insurance Investments – Structured Credit will lead Bastion Reinsurance’s insurance-aligned investment strategy, with primary responsibility for portfolio management and oversight, including structured credit, CLO oversight, fixed income portfolio construction, and capital optimization. This role requires deep experience investing insurance and reinsurance capital, with a strong understanding of regulatory capital, liquidity, duration, and ratings considerations. The role is designed as a hands-on senior investor position, not a multi-team CIO role. Key Responsibilities: Structured Credit & CLO Strategy: • Lead structured credit and CLO design, construction, and portfolio strategy., • Evaluate tranche structures, capital stacks, and insurance suitability., • Apply actuarial and balance-sheet thinking to underwriting and portfolio construction. RBC Management & Capital Optimization: • Own Risk-Based Capital (RBC) strategy, monitoring, and rebalancing., • Assess portfolio-level RBC implications across:, • Structured credit and CLOs, • Private and specialty credit, • Fixed income and insurance-linked assets, • Real estate loans and equity, • Optimize capital efficiency and returns while maintaining regulatory discipline. Fixed Income Strategy & Manager Oversight: • Define a fixed income strategy aligned with reinsurance liabilities., • Oversee external asset managers where appropriate., • Maintain discipline around duration, liquidity, credit quality, and capital charges. Cross-Functional Partnership: • Partner closely with structuring, actuarial, and regulatory stakeholders., • Ensure investment decisions align with regulatory and ratings frameworks. Qualifications: • 10+ years in insurance asset management, structured credit, or CLO investing., • Direct experience managing insurance or reinsurance portfolios., • Strong understanding of RBC, liquidity, duration, and capital charges., • Prior experience at an insurance-focused asset manager, insurer investment team, or structured credit platform., • Comfortable operating as a senior IC. Why This Role Matters: This role directly shapes Bastion Reinsurance’s ability to deploy capital efficiently while preserving regulatory discipline and ratings integrity across market cycles.

About Vendera Resources Vendera Resources is an oil and gas private equity fund manager that is capitalized by institutional and high-net-worth investors. We directly acquire all types of producing and non-producing onshore assets across Lower 48. With ~4,500 operated wells under management, seven field offices, and a results-driven team, we are actively deploying our Fund VI capital to acquire and expand production, capture untapped value, and execute high-impact projects. Position Overview Vendera is hiring an A&D Engineer to lead the economic evaluation of the oil and gas assets the firm acquires and operates. This is a principal investing role: the A&D Engineer underwrites acquisitions. The position pairs reservoir-engineering analysis (reserves, type curves, decline analysis, lease operating expense, and field-level economics) with the financial modeling required to translate a technical view into a sound investment decision. Responsibilities span the full transaction lifecycle, from screening and diligence through closing and operations, providing exposure to a range of asset types and basins, with direct interaction with the principals responsible for capital allocation. Key Responsibilities • Lead the technical and economic evaluation of acquisition opportunities, including PDP and PUD reserve forecasting, single-well and type-curve modeling to establish asset value and recommend appropriate bid levels., • Build full-cycle economic models in engineering software, incorporating price decks, capital expenditures, lease operating expense, and differentials to produce NPV, IRR, and rate-of-return metrics that support the investment case., • Interpret LOE and LOS statements and operating cost structures, distinguishing recurring from non-recurring expense to improve forecast accuracy and to identify field-level value-add opportunities such as recompletions, artificial lift, downtime reduction, and base-decline mitigation., • Review marketing materials, third-party reserve reports and oil and gas sales and marketing contracts, conduct data-room diligence, and lead targeted technical due diligence with sellers, operators, and other counterparties., • Develop the investment case and present well-supported recommendations to the principals and investment decision-makers on whether to pursue, decline, or adjust the bid on an opportunity., • Remain engaged following close by translating the underwriting thesis into well-level operating plans for acquired assets and by tracking actual performance against the model., • Evaluate portfolio divestment candidates to maximize full-cycle returns, and coordinate with investment-banking advisors to prepare, manage, and deliver divestiture data. Required Qualifications • Two to five years of experience as a reservoir, acquisitions, or evaluations engineer at a direct operator, an oil and gas consultant (investment banking firm) or an oil and gas private equity firm management team (strong references required), • Strong academic record, including high GPA and strong aptitude test performance, • Proficiency with industry-standard engineering and economics software, including PHDWin, Aries, ComboCurve, and Enverus, as well as basic coding capability, • Experience with financial/data visualization tools such as Spotfire and/or Tableau, • Advanced skills in Microsoft Excel, Word, and PowerPoint, • Experience with using AI to help streamline processes and work product, • Exceptional organizational abilities and the capacity to manage multiple tasks simultaneously Why Vendera Here, your work directly drives company performance. We operate with a nimble, entrepreneurial mindset and are serious about rewarding results. In this role, you hold direct ownership of the analysis behind the team’s acquisition and divestiture decisions, shaping which assets the firm acquires, the price it pays, and the value it ultimately creates.

Role Summary We are seeking a technically strong Product Manager to lead the development and evolution of a rules‑based decisioning platform that drives measurable economic outcomes. This role will play a critical part in enabling configurable, data‑driven logic used to evaluate offers, pricing, eligibility, or workflows at scale. In this role, you will own product strategy and execution across interconnected backend systems, partner closely with engineering and analytics teams, and ensure that decision logic is flexible, testable, and continuously optimized through experimentation such as A/B testing. Your work will directly influence cost efficiency, revenue capture, and customer engagement. Key Responsibilities • Own the product roadmap for rules‑based decisioning capabilities, ensuring alignment with enterprise goals and measurable value outcomes, • Define and manage configurable business rules used to evaluate pricing, promotions, offers, eligibility, or operational decisions at scale, • Partner closely with engineering teams to translate business logic into scalable backend system requirements, • Enable experimentation frameworks (e.g., A/B testing, offer testing) to evaluate economic impact and optimize decision outcomes, • Prioritize backlog items by balancing business value, technical dependencies, and platform scalability, • Collaborate with analytics and stakeholders to define KPIs, track performance, and iterate based on data‑driven insights, • Lead cross‑functional discussions across product, IT, and operations to ensure alignment and delivery across interdependent systems Key Requirements • 4+ years of product management experience, with ownership of complex digital or backend product capabilities, • Hands‑on experience building or managing rules engines, decisioning systems, or configurable logic platforms that drive economic value, • Strong technical fluency with backend systems; able to effectively “speak the language” of engineering and IT partners, • Experience supporting experimentation, offer optimization, pricing, promotions, fraud, underwriting, or eligibility workflows, • Proven ability to define success metrics, measure ROI, and make prioritization decisions based on data, • Experience working within Agile or modern SDLC environments across multiple dependent teams, • Excellent communication and stakeholder management skills, with comfort operating in fast‑paced, evolving environments

Loan Officer / Mortgage Retail Sales Manager – Remote, Hybrid, or In-Office About the Opportunity Our client is a nationally recognized mortgage lender offering a platform designed to support mortgage originators through operational infrastructure, technology tools, and a broad range of loan products. The organization provides multiple work arrangements, including remote, hybrid, and in-office options (based on location and business needs). Role Overview The Loan Officer / Mortgage Retail Sales Manager is responsible for originating residential mortgage loans, developing referral relationships, and guiding borrowers through the loan process in accordance with federal, state, and company policies. This position may include individual production and/or team leadership responsibilities depending on experience and assigned scope. Platform Highlights Multiple lending channels: Options may include retail, wholesale, and broker capabilities (subject to eligibility and company guidelines). Operational support: Centralized/local processing and underwriting resources to assist with loan pipeline management. Product availability: Conventional, Jumbo, FHA, and VA financing, as well as select specialty programs that may include down payment assistance (DPA), physician, construction, renovation, reverse mortgage, HELOC, and Non-QM (availability varies by state, borrower qualifications, and investor guidelines). Technology tools: CRM and workflow tools intended to support communication, pipeline tracking, and documentation. Innovative marketing engine: A tech-forward suite built for originators—personal branding tools, digital campaigns, and social content designed to keep you visible, consistent, and top-of-mind. Compensation Compensation is competitive and may include commission-based earnings and/or other incentives, based on role scope, experience, and applicable plans. Details will be provided during the interview process. Job requirements Active NMLS license (required) 2+ years of recent mortgage origination experience (preferred) Demonstrated ability to develop referral relationships and maintain a client-focused approach Strong communication, organization, and time-management skills Ability to comply with applicable federal and state regulations, as well as company policies and procedures Your application has been successfully submitted! _

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That’s why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions. The Role The Community Guide (Inside Sales Rep) owns revenue growth, market share performance, and partner success within their assigned portfolio. This role is responsible for identifying and capturing revenue opportunities across existing accounts by increasing applications, funded loans, and average loan size. The CG diagnoses performance gaps, removes growth barriers, and drives cross-functional alignment to unlock results. As the primary owner of each client relationship, the CG represents Zippy’s interests first while building trusted, long-term partnerships. They ensure partners are operationally aligned, commercially engaged, and fully enabled to deliver a seamless borrower and retailer experience. Success in this role requires strong business judgment, commercial instinct, operational fluency, and disciplined performance management. What You’ll Do Revenue & Market Share Ownership Own the full revenue metrics and market share position of your assigned portfolio. Drive measurable growth in applications, funded loans, and average loan size. Identify, quantify, and execute against performance gaps and revenue opportunities within each account. Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership. Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts. Relationship Ownership & Business Development Serve as the primary relationship owner and trusted advisor for assigned clients. Build strong, credible relationships with operators and key stakeholders. Expand revenue through strategic account development, onboarding new locations, and deepening product adoption. Lead proactive growth conversations rather than reactive support interactions. Portfolio Management Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts. Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential. Develop and execute strategic account plans aligned to each partner’s opportunity. Partner Enablement & Operational Alignment Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding). Drive operational discipline to improve pull-through, speed, and borrower experience. Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance. Performance Tracking & CRM Discipline Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends. Maintain accurate, actionable account and contact data in Salesforce. Use data to inform strategic decisions and prioritize time allocation. Internal Leadership & Advocacy Represent client insights internally while protecting Zippy’s commercial interests. Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity. Influence cross-functional teams to prioritize initiatives that unlock portfolio growth. Subject Matter Expertise Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements. Serve as a trusted expert for both clients and internal stakeholders. Continuously seek learning to strengthen commercial and operational effectiveness. What You’ll Need Strong ownership mentality with comfort being accountable for revenue and performance metrics. Commercially driven with a sales-oriented mindset. High curiosity and strong diagnostic problem-solving skills. Naturally personable, friendly, and able to build trust quickly with a wide range of stakeholders. Strong interpersonal and communication skills, with the ability to navigate complex or difficult conversations constructively. Confidence operating with operators, owners, and senior stakeholders. Strong Salesforce/CRM proficiency and disciplined data management habits. Detail-oriented with strong follow-through and execution discipline. Ability to balance partner advocacy with Zippy-first business priorities. Experience in tech-forward, mortgage, fintech, or enablement environments preferred. SaaS experience and ability to articulate product value is a plus. Familiarity with the manufactured housing industry is a plus. Important Applicant Information While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process. As a participating employer, we will use E-Verify to confirm employment eligibility. Please note that we are currently only hiring candidates who reside in the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin. Applicants that do not reside in the bolded states will be rejected. Total Rewards At Zippy, we're passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not only supports our team but also inspires them to do their best work. Our benefits and perks are always evolving, but here’s what we offer right now: Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience. Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy. Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment. Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family. Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses. Training & Licensing Support: We invest in your professional growth with resources for training and licensing. Paid Time Off: We offer generous PTO—and we encourage you to use it! Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs. Parental Leave: We provide paid parental leave to support you and your growing family. No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge. Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more. Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us. Beyond the tangible benefits: Core Values: At the heart of everything we do are our core values: Lead with Passion, Own It, Build a Better Way, Results Driven, and The Golden Rule. These values guide our decisions, shape our culture, and inspire us to achieve our best every day. Join a Growing Team: Be part of a dynamic team at a pivotal moment in Zippy’s growth, where every contribution makes a significant impact. Innovative Work: Collaborate with sharp, passionate teammates to tackle unique challenges in the Manufactured Housing market, positioning our product as a top-tier lending solution. Supportive Culture: You’ll be welcomed into a collaborative environment that fosters camaraderie, respect, and a deep sense of belonging. Diversity & Inclusion: We’re committed to empowering a diverse and inclusive workforce, celebrating our differences, and ensuring everyone feels safe to bring their whole selves to work. Inspirational Leadership: Work alongside leaders who are not only approachable but also dedicated to providing guidance, mentorship, and support to help you succeed. Meaningful Impact: Be part of a mission-driven team that’s making housing more affordable for everyone, helping prospective buyers secure fast and simple online loans to purchase manufactured homes. By joining Zippy you will help improve the lives of over 22 million Americans who live in manufactured homes today. Zippy is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.

Zippy was founded with one mission: to make getting a loan for a manufactured home simple, fast, and fully online. We believe modern manufactured homes are affordable, well-built, eco-friendly, and stylish, but finding a lender who understands this market can be challenging. That’s why Zippy focuses exclusively on manufactured home loans, offering a seamless, digital experience. Headquartered in Dallas, TX, with an office in Tempe, AZ, Zippy provides home loans and insurance to manufactured home buyers throughout the United States. Our remote-first team is spread across cities like Dallas, Houston, Knoxville, Omaha, Philadelphia, Phoenix, and several other states and cities. Backed by institutional investors, we offer competitive pay, stock options, and excellent benefits. At Zippy, we pride ourselves on our commitment to finance happiness through the power of home. We are dedicated to enhancing consumers' financial outcomes and tackling the affordable housing crisis through cutting-edge technology and innovative solutions. The Role The Community Guide (CG) owns revenue growth, market share performance, and partner success within their assigned portfolio. This role is responsible for identifying and capturing revenue opportunities across existing accounts by increasing applications, funded loans, and average loan size. The CG diagnoses performance gaps, removes growth barriers, and drives cross-functional alignment to unlock results. As the primary owner of each client relationship, the CG represents Zippy’s interests first while building trusted, long-term partnerships. They ensure partners are operationally aligned, commercially engaged, and fully enabled to deliver a seamless borrower and retailer experience. Success in this role requires strong business judgment, commercial instinct, operational fluency, and disciplined performance management. What You’ll Do Revenue & Market Share Ownership Own the full revenue metrics and market share position of your assigned portfolio. Drive measurable growth in applications, funded loans, and average loan size. Identify, quantify, and execute against performance gaps and revenue opportunities within each account. Diagnose structural growth blockers (e.g., product gaps, pricing, state limitations, operational friction) and escalate quantified impact to leadership. Forecast performance trends and proactively build action plans to achieve growth targets and defend share among assigned accounts. Relationship Ownership & Business Development Serve as the primary relationship owner and trusted advisor for assigned clients. Build strong, credible relationships with operators and key stakeholders. Expand revenue through strategic account development, onboarding new locations, and deepening product adoption. Lead proactive growth conversations rather than reactive support interactions. Portfolio Management Operate as the manager of your portfolio, accountable for growth, retention, and performance of assigned accounts. Maintain deep visibility into pipeline activity, funding trends, conversion rates, and unrealized potential. Develop and execute strategic account plans aligned to each partner’s opportunity. Partner Enablement & Operational Alignment Ensure partners are fully trained and aligned on Zippy’s end-to-end process (marketing through funding). Drive operational discipline to improve pull-through, speed, and borrower experience. Collaborate cross-functionally to resolve systemic issues and file-level friction impacting performance. Performance Tracking & CRM Discipline Track and report on key performance indicators including market share, application volume, funded volume, and revenue trends. Maintain accurate, actionable account and contact data in Salesforce. Use data to inform strategic decisions and prioritize time allocation. Internal Leadership & Advocacy Represent client insights internally while protecting Zippy’s commercial interests. Provide structured feedback on product gaps, operational inefficiencies, and revenue opportunity. Influence cross-functional teams to prioritize initiatives that unlock portfolio growth. Subject Matter Expertise Maintain deep knowledge of Zippy’s loan process, underwriting standards, technology, and funding requirements. Serve as a trusted expert for both clients and internal stakeholders. Continuously seek learning to strengthen commercial and operational effectiveness. What You’ll Need Strong ownership mentality with comfort being accountable for revenue and performance metrics. Commercially driven with a sales-oriented mindset. High curiosity and strong diagnostic problem-solving skills. Naturally personable, friendly, and able to build trust quickly with a wide range of stakeholders. Strong interpersonal and communication skills, with the ability to navigate complex or difficult conversations constructively. Confidence operating with operators, owners, and senior stakeholders. Strong Salesforce/CRM proficiency and disciplined data management habits. Detail-oriented with strong follow-through and execution discipline. Ability to balance partner advocacy with Zippy-first business priorities. Experience in tech-forward, mortgage, fintech, or enablement environments preferred. SaaS experience and ability to articulate product value is a plus. Familiarity with the manufactured housing industry is a plus. Important Applicant Information While many of our interviews are conducted virtually, all applicants should be prepared to potentially meet in person as part of the process. As a participating employer, we will use E-Verify to confirm employment eligibility. Please note that we are currently only hiring candidates who reside in the following states: Arizona, Connecticut, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Michigan, Missouri, Montana, Nebraska, Nevada, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, and Wisconsin. Applicants that do not reside in the bolded states will be rejected. Total Rewards At Zippy, we're passionate about creating a workplace where people love to work. We put a lot of heart into building and nurturing a company culture that not only supports our team but also inspires them to do their best work. Our benefits and perks are always evolving, but here’s what we offer right now: Competitive Compensation: We offer a competitive salary with the potential for annual bonuses and variable pay, depending on your skills and experience. Equity for All: As a part of our commitment to shared success, all employees receive equity in the company, allowing you to share in the growth and achievements of Zippy. Remote Work: Enjoy the flexibility of working from home in a dynamic, remote-first environment. Comprehensive Health Coverage: We provide medical, dental, and vision insurance, along with company-subsidized benefits like STD, LTD, and life insurance for you and your family. Flexible Spending Accounts: Take advantage of medical & dependent care FSAs to help manage your expenses. Training & Licensing Support: We invest in your professional growth with resources for training and licensing. Paid Time Off: We offer generous PTO—and we encourage you to use it! Wellbeing Programs: Access a variety of wellbeing resources, including Headspace, Gympass+, Fetch, Spring Health, SoFi, Perkspot, Ladder, and more through our Sequoia Wellbeing Programs. Parental Leave: We provide paid parental leave to support you and your growing family. No Meeting Wednesdays: Enjoy a mid-week break from meetings to focus and recharge. Vibrant Slack Community: Engage with colleagues in our lively remote Slack community, featuring fun channels that connect people around shared interests like travel, pets, sports, food, and more. Career Growth: We believe in promoting from within, offering you opportunities to grow your career with us. Beyond the tangible benefits: Core Values: At the heart of everything we do are our core values: Lead with Passion, Own It, Build a Better Way, Results Driven, and The Golden Rule. These values guide our decisions, shape our culture, and inspire us to achieve our best every day. Join a Growing Team: Be part of a dynamic team at a pivotal moment in Zippy’s growth, where every contribution makes a significant impact. Innovative Work: Collaborate with sharp, passionate teammates to tackle unique challenges in the Manufactured Housing market, positioning our product as a top-tier lending solution. Supportive Culture: You’ll be welcomed into a collaborative environment that fosters camaraderie, respect, and a deep sense of belonging. Diversity & Inclusion: We’re committed to empowering a diverse and inclusive workforce, celebrating our differences, and ensuring everyone feels safe to bring their whole selves to work. Inspirational Leadership: Work alongside leaders who are not only approachable but also dedicated to providing guidance, mentorship, and support to help you succeed. Meaningful Impact: Be part of a mission-driven team that’s making housing more affordable for everyone, helping prospective buyers secure fast and simple online loans to purchase manufactured homes. By joining Zippy you will help improve the lives of over 22 million Americans who live in manufactured homes today. Zippy is an equal opportunity employer that is committed to diversity and inclusion. We do not discriminate based on race, color, national origin, religion, gender, gender expression, sexual orientation, age, veteran status, disability status, or marital status. If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply. Nothing in this job posting should be construed as an offer or guarantee of employment.

Who is Cover Whale? Cover Whale is the nation’s leading commercial trucking insurtech. We enhance road safety by integrating our insurance products with our telematics-based, data-driven driver coaching and safety program, DriveSmart. Our program is proven to save lives while delivering better insurance for our drivers. For more information, please visit. The Role: We are rapidly expanding and looking to build a dynamic team of Regional Business Development professionals. The Business Development Associate will report to the Senior Business Development Manager, Deputy Lead, and support strategies to increase premium production in their region. This role involves managing smaller, established partners and newly onboarded partners, ensuring their successful integration and growth. The Associate will also develop strategies for these partner cohorts and provide key insights on their portfolio's makeup during quarterly reviews. If you’re excited by meaningful ownership, strong relationships, and the opportunity to make a real impact, we encourage you to apply. Join us in the mission! Responsibilities: • Collaborate with underwriting, marketing, and growth teams to develop, manage, and drive distribution and generate partner premium, • Oversee a portfolio of emerging and lower-volume partners, with accountability for fostering relationships, identifying growth potential, and ensuring consistent performance, • Support Business Development Managers in driving production, • Provide pipeline support by researching target markets, potential partners, and competitive intelligence, • Identify and execute opportunities to further engage with current partners, • Establish, track, and report on KPIs while routinely meeting or exceeding goals, • Assist in the constant improvement of business development, partner management, and onboarding processes, • Drive a positive brand image amongst our current trading partners and prospects with continuous outreach, • Support event and field presence efforts within the assigned region, including preparing partner materials and assisting with logistics for retail-focused engagements, • Monitor partner performance trends and flag opportunities or risks to the Business Development Manager or Leader, • Maintain CRM accuracy, HubSpot, by updating partner interactions, notes, and performance data promptly, • Other duties as assigned Requirements: • 3+ years in a fast-paced sales role, • Experience in onboarding and guiding new customers to realize and repeat value, • Exceptional interpersonal skills, able to discuss technical and business topics seamlessly, • Strong phone and video skills, maintaining professionalism under pressure, • Experience with disciplined execution of challenging opportunities that lead to results Desired Qualifications/Skills: Consultative Sales & Deal Coaching Skills: • Ability to identify issues and coach agents through the sales funnel by diving into individual submissions and collaborating with partners on opportunities High-volume outreach and Structured Sales Execution: • Mastery of multi-channel outreach (calls, email, LinkedIn, and in-person) using repeatable cadences, • Ability to run effective discovery meetings and consistently secure next steps, • Experience moving prospects efficiently from first touch to bind Preferred Qualifications: • Bachelor’s degree in Business Administration, or related field, • Have experience in Metabase or similar software to pull, review, and analyze data Work schedule expectations: The Business Development Associate works closely with teams operating in the Eastern Time zone. Flexibility to align with core Eastern Time business hours is required. Travel Requirements: This role is primarily in-market/within your region, with occasional travel (approximately 10–15%) required as needed. At Cover Whale, we believe in transparent and equitable compensation practices. The expected base pay for this role has a range of $80,000.00 - $100,000.00 per year. Final base pay is determined based on several factors, including skills, experience, and geographic location. Base pay is only part of our total compensation package, which also includes: • Annual discretionary bonus opportunity, • Comprehensive health, dental, and vision insurance, • 401(k) company match up to 4 %, • Generous paid time off and company holidays. Cover Whale works to maintain the best possible environment for our employees, where individuals can learn and grow with the company. We strive to provide a collaborative environment where each person feels encouraged to contribute to their processes, decisions, planning, and culture. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law

Strategic Risk Solutions Inc. (SRS), the world’s largest independent insurance company manager, is growing and looking for a driven and strategic Assistant Vice President to join Garnet Captive – our division that administers group captive programs. This remote position based in a Southeast state will be responsible for working with new and existing insurance agencies to educate and deliver on group captive products to their clientele. • Create and execute business strategies for expansion of existing captive programs, • Establish long-term agency relationships and ensure success of existing programs with a chief focus on continuous growth, • Effectively communicate captive participation and the value proposition of captive programs, • Review new business submissions and related underwriting data to develop quotes with carrier and vendor partners, • Deliver effectively in a variety of presentation settings; formal, one-on-one, small and large groups, with peers, and leaders, • 3+ years of proven commercial lines experience; Property & Casualty, • Established commercial broker relationships are strongly preferred, • Ability and drive to foster new agency relationships, • Performs work accurately and to the best of their ability, capable of problem solving, • Desire to learn and grow in a dynamic team and provide feedback, • Travel required; percentage dependent on location of candidates’ home office About Strategic Risk Solutions SRS is the world’s largest independent insurance company manager. With over 25 years of experience, SRS provides management and consulting services to a wide range of insurance company entities, from single parent captives to complex commercial insurers and reinsurers. SRS has operations in the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa. Garnet Captive Services, LLC was founded in 2002 with the goal of providing causality insurance solutions for mid-sized employers. Garnet Captive partners with an established network of high-quality insurance agents to deliver comprehensive group captive solutions covering workers’ compensation, commercial auto, and general liability. Since 2002, Garnet’s group captive programs have been incredibly successful in reducing premiums, stabilizing cost, and providing control of employers’ insurance programs. Offering a competitive salary and a comprehensive benefits package including life, medical, dental, 401k, and tuition reimbursement, SRS strives to provide every employee with opportunities for rewarding growth and advancement in an environment of genuine equity and inclusion. SRS’ dedication to its people has established a company-wide network of colleagues committed to each other’s, as well as the Company’s, success. EOE For more information on SRS, please visit _ For more information on Garnet, please visit _

Commercial Service Accounts Manager Countybanc Insurance | Greenville, SC What We’re Looking For Countybank is seeking a self-motivated, detail-oriented individual to serve as a Commercial Service Accounts Manager. The Commercial Service Accounts Manager performs the essential functions of the position, which include aiding clients with service needs and making changes to existing accounts. Specific service and marketing responsibilities are required in this position. Meets service and sales delivery standards and performs essential functions to the quality and service standards developed by the agency. Confidentiality and a commitment to embracing our corporate culture while serving clients, communities, and fellow associates are essential to the success of this position. What You Can Expect • Work as an efficient team with agency Producer to assemble, market and place coverage for new clients., • Assists clients with making coverage; uses each contact with the client as an opportunity to review the whole account, round it and market., • Provides technical support to producers to benefit clients and to reach producer and agency’s strategic business goals., • Prepares proposals and completes application in coordination with producers; submits applications to eligible and appropriate carriers; obtains client signatures on all applications; follows up to ensure timely receipt of quotations and policies., • Attends to clients’ needs by producing binders, certificates, policies, endorsements, and other related items; verifies their accuracy using established agency checklist Retention:, • Prepares summaries of insurance, schedules, and proposals as needed for account review., • Re-markets renewals, contacts clients, creates renewal proposals, and handles other renewal activities in coordination with the producers. This includes 120-day advance account review for marketing, renewal letter mailed to insured for updates, Acord applications updated, loss runs requested and submission of account 90 days prior to renewal., • Renews policies following agency standards; verifies each renewal’s accuracy; ensures that all renewals are processed., • Reviews audits of policies; verifies accuracy and facilitates corrections, as needed, between client and carrier., • Maintains and updates files in agency management system., • Verifies policy and change information, facilitating corrections when necessary., • Processes incoming email and mail requests, responding promptly and appropriately., • Verifies accuracy of all direct billed cancellations and takes appropriate corrective action when needed., • Determines reasons for requests for cancellations; acts to save accounts; notifies producers according to agency standards., • Processes and follow up on cancellations request to carriers to ensure accurate and timely resolution. Reviews walk-in payments and verifies acceptability; processes, as appropriate, providing receipts to payers., • Assists clients in submitting first reports of claims, facilitates prompt response from carrier staff and follows up on claims status to keep insureds informed., • Other Duties as may be assigned by supervisor. Education and Skills Desired · Associate bachelor’s degree required. · 5 years of experience; or any equivalent combination of education, training or experience which provides the required knowledge, skills, and abilities. · Understanding of personal insurance underwriting, coverage & rate analysis · Knowledge of insurance coverages and an ability to communicate this clearly to clients and underwriters. · Ability to utilize computer programs and understand functionality. · Strong computer skills are required. · Proficient in Microsoft Office programs. · Ability to maintain a high level of discretion and confidentiality and a professional demeanor in all situations. · Self-motivated possessing a high level of initiative. · Excellent organizational skills and attention to detail. · Must have a thorough knowledge of departmental operations, policies, and procedures. · Strong analytical and problem-solving skills. · Excellent verbal and written communication skills, including effective listening and public relations skills. This is a full-time position in a smoke and drug-free workplace with strong corporate values that foster associate growth and satisfaction. Compensation commensurate with experience, education, and level of expertise. About Countybank Our Mission: To Serve Our Clients, Our Communities, and Our Associates Countybank began its service to the Greenwood community in 1933, when it was founded by a group of Greenwood businessmen as The County Bank. While the bank has evolved through its history to operate as a complete family of financial services, our core mission has never changed. We remain an independent, locally owned institution that is focused on meeting the financial needs of the families and businesses of Greenwood, Greenville, Greer, and Anderson communities. How We Give Back The Countybank Foundation was formed in 1971, under the leadership of former bank president R. Thornwell Dunlap Jr., to identify specific charitable needs and to distribute funds to selected organizations on a yearly basis. Since 1990, the Foundation has contributed more than one million dollars to a wide variety of local civic, educational and cultural programs, including the establishment of several college scholarships and endowments. In addition to the Foundation's contributions, Countybank employees spend thousands of volunteer hours in their communities. Currently, more than two-thirds of the associates at Countybank volunteer with local charitable and civic organizations. Learn More Visit us at _. Flexible work from home options available. If you’re looking for a career that offers flexibility, job stability, strong compensation, and more, then you’ve come to the right place! Working with a Big I South Carolina member agency is a great career choice! Big I South Carolina is the states oldest and largest trade association of property and casualty insurance agents. Our members are small business owners who represent more than one insurance company and sell all types of insurance. As a result, they can offer clients a wider, trusted choice of auto, home, business, life and health insurance products. Many of these agencies are actively hiring to fill vacant positions so there is a good chance that there is a job opening near you! With an upcoming worker shortage in the insurance industry due to the retirement of many veteran insurance agents, the demand for insurance professionals is growing every day! Is this career right for you?

Job Type Full-time Description Are you an established Real Estate Investment Loan Originator? Then we want you on our team. In this role, you won’t be limited to your local region, we want you to lend nationwide, while also establishing yourself as the go-to person for funding in your region. In this key Outside Sales position, you will have access to selling the entire Lima One product suite of Fix and Flip Loans, New Construction Loans, and Rental Property Loans by growing business partner relationships, tapping into your network, and ultimately sourcing and developing relationships with successful real estate investors. We're expanding our West Coast sales team! This is a remote position, open to applicants based in the Western USA. While we have targeted markets listed below, we're open to talent across the region. **Target Markets: San Francisco, CA | San Jose, CA | Los Angeles, CA | San Diego, CA | Orange County, CA What We’ll Provide: • Best-In-Class Support: Search Engine Optimization, conferences, & individual branding to support our Regional Loan Officers. You’ll have dedicated partners with account managers, sales development reps, and a Deal Desk to enable quick upfront deal analysis and pre-screening. Plus, a marketing team that’s laser-focused on driving your success., • Diverse Portfolio: From $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, New Construction, and Rental, you will have the tools to serve clients and dominate the market., • Excellent Training: An engaged Learning & Development team with a dedicated Sales Training Specialist offering hands on support as you ramp up and learn our products., • Customer experience: From first call to final payoff. We are a vertically integrated lending process. Your borrowers will experience in-house sales consultants, white glove underwriting, appraisal management, servicing, and construction draws - making relationship selling easy., • Innovation: With tools like Salesforce, Gong, Forecasa, and our Retail Portal, our technology is constantly evolving to help you close more deals. Combine that with state-of the-art lead generation tools and you’ll have everything you need to own your pipeline and drive results., • Engaged Leaders: Our fully dedicated executive team is willing to help with client relationships, product development & pricing., • Recognition & Reward: Our “Circle of Excellence” award offers you the opportunity to travel to pristine locations and for you and a significant other to be treated and rewarded as a top producer should be. What You’ll Do: • Sales Production: Take full ownership of sales by personally sourcing & funding $2-3+ Million in closed loans per month. You'll build direct to sponsor and broker relationships, prospect for new business opportunities, and develop connections with key industry players to create a steady pipeline of loans., • Originate Diverse Loan Products: Use your industry knowledge to structure and originate a range of loan products, from $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, Ground-up Construction, and DSCR, you’ll have the products to serve clients and dominate the market., • Manage the Entire Loan Process: Be the driving force behind every deal, from initial outreach to loan structuring, underwriting, approval, and closing. You'll work closely with internal teams to facilitate smooth and timely loan processing., • Consult and Advise Clients: Educate business partners, referral sources, brokers, and investors on the Lima One value proposition, and become a trusted advisor in your markets for all things real estate investment property finance., • Enhance Your Community Presence: Strengthen your presence in the real estate investor community by speaking at industry events, leading roundtable discussions, and building strong partnerships. By consistently striving to exceed expectations, you'll cement your reputation as an expert and unlock new opportunities. Requirements • Bachelor’s degree preferred, • Active current NMLS license or ability to obtain within 90 days of hire, • Book of Business or Investor Network that compliments Lima One’s loan product suite of Fix and Flip, New Construction, Rental Property (DSCR), and Bridge loans, • 2+ years’ experience in the Private Lending industry (FNF, Bridge, New Construction and/or Perm Debt) in single family and multifamily asset classes, • Understanding of the real estate investment property industry and ability to effectively communicate how the Lima One product set can help our clients grow and prosper, • Excellent communication and presentation skills, • Proven ability to creatively source and develop new business, • Energetic and passionate about providing the best customer experience in the industry What We Offer: • Top-Tier Compensation: A base salary that’s top of the industry, with uncapped commission potential. First year income $100k-$300k with top performers earning well over $500k annually., • Bonus Opportunity: Performance-based incentive program during your first 6 months, with additional bonus potential for high performing loans., • Industry Leading Benefits:, • Medical, Dental and Vision Insurance, • Life Insurance, Short-Term Disability, and Long-Term Disability, • Hospitalization and Accidental Insurance, • Flexible Spending Accounts – Health and Dependent Care, • Health Savings Account, • Safe Harbor 401K with company match, • Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care), • Pet Insurance, • Work Life Balance: 12 paid time off days and 5 sick days, in addition to 12 paid holidays – that’s about a month of time to rest, relax, and recharge every year., • Career Development: We prioritize the growth and success of our team members. You'll benefit from continuous learning opportunities, dedicated mentorship, and the chance to refine your skills and advance your career. Why Lima One? At Lima One Capital we’re relentlessly focused on a simple but powerful goal: to be the nation’s premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide. • Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010, • Geography: 46 states + D.C. where we revitalize neighborhoods, • Employees: ~300 employees with competitive benefits and perks, • Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success, • Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity Recognized by the Inc.5000 as one of America’s fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina’s Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com. Notice to Third Party Recruiters and Agencies Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email employment@limaone.com (Subject: Agency Partner Request).

Job Type Full-time Description Are you an established Real Estate Investment Loan Originator? Then we want you on our team. In this role, you won’t be limited to your local region, we want you to lend nationwide, while also establishing yourself as the go-to person for funding in your region. In this key Outside Sales position, you will have access to selling the entire Lima One product suite of Fix and Flip Loans, New Construction Loans, and Rental Property Loans by growing business partner relationships, tapping into your network, and ultimately sourcing and developing relationships with successful real estate investors. We're expanding our Central USA sales team! This is a remote position, open to applicants based in the Central USA. While we have targeted markets listed below, we're open to talent across the region. **Target Markets: Dallas, TX | Denver, CO | Chicago, IL What We’ll Provide: • Best-In-Class Support: Search Engine Optimization, conferences, & individual branding to support our Regional Loan Officers. You’ll have dedicated partners with account managers, sales development reps, and a Deal Desk to enable quick upfront deal analysis and pre-screening. Plus, a marketing team that’s laser-focused on driving your success., • Diverse Portfolio: From $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, New Construction, and Rental, you will have the tools to serve clients and dominate the market., • Excellent Training: An engaged Learning & Development team with a dedicated Sales Training Specialist offering hands on support as you ramp up and learn our products., • Customer experience: From first call to final payoff. We are a vertically integrated lending process. Your borrowers will experience in-house sales consultants, white glove underwriting, appraisal management, servicing, and construction draws - making relationship selling easy., • Innovation: With tools like Salesforce, Gong, Forecasa, and our Retail Portal, our technology is constantly evolving to help you close more deals. Combine that with state-of the-art lead generation tools and you’ll have everything you need to own your pipeline and drive results., • Engaged Leaders: Our fully dedicated executive team is willing to help with client relationships, product development & pricing., • Recognition & Reward: Our “Circle of Excellence” award offers you the opportunity to travel to pristine locations and for you and a significant other to be treated and rewarded as a top producer should be. What You’ll Do: • Sales Production: Take full ownership of sales by personally sourcing & funding $2-3+ Million in closed loans per month. You'll build direct to sponsor and broker relationships, prospect for new business opportunities, and develop connections with key industry players to create a steady pipeline of loans., • Originate Diverse Loan Products: Use your industry knowledge to structure and originate a range of loan products, from $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, Ground-up Construction, and DSCR, you’ll have the products to serve clients and dominate the market., • Manage the Entire Loan Process: Be the driving force behind every deal, from initial outreach to loan structuring, underwriting, approval, and closing. You'll work closely with internal teams to facilitate smooth and timely loan processing., • Consult and Advise Clients: Educate business partners, referral sources, brokers, and investors on the Lima One value proposition, and become a trusted advisor in your markets for all things real estate investment property finance., • Enhance Your Community Presence: Strengthen your presence in the real estate investor community by speaking at industry events, leading roundtable discussions, and building strong partnerships. By consistently striving to exceed expectations, you'll cement your reputation as an expert and unlock new opportunities. Requirements • Bachelor’s degree preferred, • Active current NMLS license or ability to obtain within 90 days of hire, • Book of Business or Investor Network that compliments Lima One’s loan product suite of Fix and Flip, New Construction, Rental Property (DSCR), and Bridge loans, • 2+ years’ experience in the Private Lending industry (FNF, Bridge, New Construction and/or Perm Debt) in single family and multifamily asset classes, • Understanding of the real estate investment property industry and ability to effectively communicate how the Lima One product set can help our clients grow and prosper, • Excellent communication and presentation skills, • Proven ability to creatively source and develop new business, • Energetic and passionate about providing the best customer experience in the industry What We Offer: • Top-Tier Compensation: A base salary that’s top of the industry, with uncapped commission potential. First year income $100k-$300k with top performers earning well over $500k annually., • Bonus Opportunity: Performance-based incentive program during your first 6 months, with additional bonus potential for high performing loans., • Industry Leading Benefits:, • Medical, Dental and Vision Insurance, • Life Insurance, Short-Term Disability, and Long-Term Disability, • Hospitalization and Accidental Insurance, • Flexible Spending Accounts – Health and Dependent Care, • Health Savings Account, • Safe Harbor 401K with company match, • Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care), • Pet Insurance, • Work Life Balance: 12 paid time off days and 5 sick days, in addition to 12 paid holidays – that’s about a month of time to rest, relax, and recharge every year., • Career Development: We prioritize the growth and success of our team members. You'll benefit from continuous learning opportunities, dedicated mentorship, and the chance to refine your skills and advance your career. Why Lima One? At Lima One Capital we’re relentlessly focused on a simple but powerful goal: to be the nation’s premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide. • Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010, • Geography: 46 states + D.C. where we revitalize neighborhoods, • Employees: ~300 employees with competitive benefits and perks, • Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success, • Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity Recognized by the Inc.5000 as one of America’s fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina’s Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com. Notice to Third Party Recruiters and Agencies Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email employment@limaone.com (Subject: Agency Partner Request).

Nova Credit is a credit infrastructure and analytics company that enables businesses to grow responsibly through alternative credit data. As a Consumer Reporting Agency (CRA), Nova Credit leverages its unique data infrastructure, compliance framework, and credit expertise to help lenders fill critical gaps in traditional credit analytics. The company transforms the fragmented universe of consumer financial data into compliant, actionable risk insights through a comprehensive platform designed to increase conversion through expanded coverage, speed, and reliability. Leading organizations, including HSBC, RBC, SoFi, Scotiabank, AppFolio, and Yardi, work with Nova Credit to make smarter credit decisions through cash flow underwriting with Cash Atlas™, quickly verify income with Income Navigator, and reach new-to-country consumers with Credit Passport®. With support from investors Canapi Ventures, Kleiner Perkins, General Catalyst, and Index Ventures, as well as industry veterans from Goldman Sachs, JP Morgan, and Citi, Nova Credit is revolutionizing the way lending is done. We were recently named in and . Nova Credit offers a dynamic and inclusive work environment where you can meaningfully impact the lives of people historically excluded from the credit system. We value diversity, intellectual honesty, and innovation and are committed to supporting our team members' professional growth and development. If you're passionate about leveraging technology to drive financial inclusion, we want to hear from you! As a Senior Consumer Operations Associate (IC2), you'll be right at the center of our mission to expand financial inclusion. In this role, you'll tackle the trickier consumer questions and concerns, helping people understand their credit reports, resolving disputes when information is incorrect, and addressing complaints with care and expertise. You'll be the go-to person for complex cases that require a deep understanding of credit reporting laws like the Fair Credit Reporting Act. Beyond just handling your own cases, you'll also provide guidance to newer and more junior team members, showing them the ropes and helping them develop their skills. This position is perfect for someone who enjoys both solving problems for consumers and helping colleagues grow professionally. You'll leverage your experience working in highly regulated environments, along with your keen attention to detail and ability to learn complex compliance frameworks, to ensure we're not just meeting requirements but truly supporting people on their financial journeys. If you have experience working with the Fair Credit Reporting Act and state privacy laws, we’d love that. However, if you're not familiar with those specific regulations, we can provide training – what matters most is your proven ability to navigate regulatory requirements and apply them thoughtfully in consumer-facing situations. This is a remote-first role, prioritizing candidates in the state of California. You will initially report to our Sr. Product Privacy and Regulatory Counsel, and transition to a dedicated Manager of Consumer Operations as the team continues to grow and evolve. • Tackle the more challenging consumer cases that come our way—this means helping people with complicated disputes, answering tough questions about their credit reports, and resolving complaints using your demonstrated knowledge of credit reporting laws and our internal guidelines, • Recommend improvements to our processes when you spot bottlenecks or pain points, suggesting specific changes that could make things run more smoothly while still following regulatory requirements, • Provide guidance to newer team members, sharing what you've learned and helping them build their confidence in handling cases correctly through peer support and informal mentoring, • Contribute to developing or improving our team guides and training materials so everyone has clear instructions and new team members are onboarded quickly and effectively, • Handle escalated consumer cases with professionalism and expertise, applying your deeper knowledge of regulations to resolve complex situations, • Help monitor our performance metrics related to response times and quality, ensuring we're meeting our promised service standards and identifying trends in our data, • Partner with colleagues from other teams, like Product, Engineering, and Data Science, when solving issues that require their expertise, • Stay current on regulatory changes affecting consumer operations and help explain the implications to your teammates when procedures need to be updated, • Share valuable insights with our leadership team when you notice patterns in consumer feedback or potential compliance risks that should be addressed, • Complete your training on our Income Navigator Product, and be equipped to respond to most types of inquiries about that product using our Zendesk macros with team guidance., • Learn more about Nova Credit's products, vision, and get to know your fellow Novans., • Handle a majority of inquiries independently across all of our products., • Communicate across teams to own and resolve consumer disputes, as well as any privacy or compliance items., • Provide feedback to Nova Credit leadership teams to support risk assessment and resolution., • You've spent at least 3 years helping consumers—ideally in financial services, healthcare, or another regulated industry where following specific rules was part of your daily work. If you’ve worked with a credit bureau, bank, lender, or tenant screening company and have an understanding of credit reporting, we’d love that!, • You're comfortable learning and applying complex regulatory frameworks like the Fair Credit Reporting Act, with the ability to explain concepts to consumers in clear, accessible language, • You have a sharp eye for details that others might miss, like noticing when a consumer's documentation doesn't match what they're claiming or when a case might have compliance implications, • You can take complex topics and break them down into simple, clear language that makes sense to someone without industry knowledge—whether that's explaining a process, a regulation, or addressing consumer concerns, • You remain patient and empathetic when helping consumers who are frustrated or confused, • You're skilled with consumer support systems (e.g., Zendesk, Salesforce), using their advanced features to improve your efficiency and helping others with tips and shortcuts to be more effective, • You're good at prioritizing your work independently, knowing when to handle time-sensitive cases first versus when to focus on providing peer guidance or reviewing a complex case, • You're meticulous about documenting your work, capturing all the essential details and your decision rationale so that anyone reviewing your cases can understand precisely what happened, • You've not just followed processes but have actively recommended improvements—perhaps by suggesting a more efficient way to handle certain types of cases or creating a better template for responding to common questions$87,000 - $100,800 a yearThe above compensation range is for US-based candidates and is dependent on individual experience, skills, education, location, and qualifications. We consider all elements of compensation to be a part of the value we provide to Novans. This may include base salary, equity grants, incentive compensation for eligible roles, professional development, flexible PTO, and tenure rewards. In the U.S., our benefits package includes comprehensive and generously subsidized medical, dental, and vision insurance options, along with a company-sponsored 401k plan, 16-week parental leave of absence, sick time off, and paid time off vacation.Everyone is welcome at Nova Credit. We are an equal-opportunity employer where diversity and inclusion are central pillars of our company strategy. We seek applicants who understand, embrace, and thrive in a multicultural and globalized world. We do not discriminate on the basis of any protected class, including race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We do not consider criminal history until a conditional offer of employment has been made. We encourage all qualified candidates, including those with a criminal history, to apply.

The Opportunity: We are seeking a Business System Configuration Analyst to play a critical role in supporting the Business Technology team’s goals of implementing new mortgage technology and managing the ongoing support of the platforms. This role entails working closely with business analysts, business users, PMO, training, technical writing, product & strategy team, and senior operations leadership. As a Business System Configuration Analyst with Visio, you will contribute to the Technology Department by: • Configuring the Mortgage Cadence Platform, an industry-leading Loan Origination technology system, as well as other systems utilized by the Visio operations teams, • Interpreting business requirement documents and configuring the solution utilizing the administration tools associated with the platform, • Updating technical documentation, such as workflow documents, policy and procedures, and supporting defect resolution and system configuration enhancements, • Executing system configuration and unit testing against documented requirements, • Performing system configuration efforts, including data mapping efforts for data import and extract files, configuring workflow, user set-up and security definition, business rules, product and pricing, as well as third-party services, • Collaborating with Business Analysts to understand business requirements, with the ability to convert requirements into an effective system configuration, • Supporting quality assurance and user acceptance testing, triaging and correcting reported bugs or defects, • Working with internal groups and outside vendors to ensure successful and quality project completion, • Other responsibilities and duties as assigned based on business needs, • Work Schedule: Monday–Friday: 8:30 am – 5:30 pm CST, • Available Remote Locations: AL, AR, AZ, FL, GA, IL, IN, KS, KY, LA, NC, OH, SC, TX, UT, • Salary Range: $95,000 - $120,000 (Exempt level position) What We Are Looking For: • Someone with a High school diploma/GED equivalent, • Someone with 5 years of experience with the Mortgage Cadence Platform, • Someone with 3 years of Business Analyst experience, • Someone with 3 years of mortgage-related experience, • Someone with 3 years of system administration/configuration experience, • Someone with knowledge of the mortgage loan process, specifically experience in origination, processing, underwriting, closing/funding, title/closing, and post-close, • Someone with a strong understanding of workflow design, • Someone with knowledge of SDLC lifecycles, such as Waterfall and Agile, • Someone who has experience in Azure DevOps or an equivalent system, • Someone who has experience in SQL Management Studio, XML, Data Mapping, VB, and C#, • Someone with the ability to use standard office equipment, printer, scanner, copier, fax, telephone, personal computer, and other peripheral devices, • Internal Applicants: 6 months of Visio Lending work experience, which includes no disciplinary actions within the last 3 months. Current Manager notification is needed in order to apply for a vacant position. Any applicant that does not meet these conditions will require approval from the executive team member over the hiring department prior to extending a job offer. What We prefer to find: • Someone with experience working on projects related to the mortgage loan lifecycle, from loan setup through post-closing, • Someone with experience in the end-to-end implementation of large lending applications, • Someone with experience in the business analyst capacity of Originations, Processing, Underwriting, Closing/Funding, and or Post Close, • Someone with knowledge of the Secondary Mortgage Market

Kinetic Advantage is a dynamic independent floorplan company led by trusted industry veterans.?Our core focus is helping our Independent Dealer customers and team members succeed while providing them with an exceptional and engaging user experience.?We are committed to forging strong partnerships through transparent communication and simple, innovative solutions. We provide our customers and team members with the support and tools they need to grow throughout their journey. This position requires the candidate to be located in the Louisville, KY area. Job Summary: The Area Sales Manager (ASM) is a key business development role for Kinetic Advantage and one of the initial points of contact for Kinetic Advantage with prospective dealers in our markets. The ASM is responsible for supporting our Dealer Relationship Managers (DRM) by establishing relationships between Kinetic Advantage and Independent Dealerships within their assigned region and driving new dealer applications, activations, and flooring volume. To ensure success, Kinetic Advantage will provide you with the training, programs, and technology needed to help you and Kinetic Advantage achieve its dealer growth and activation goals. When our dealers succeed, you will succeed. Responsibilities: • Prospect and qualify new dealers via the phone, lot visits, auction visits and referrals in your assigned region, • Attend auctions in your assigned region to promote Kinetic Advantage and drive new floorplan applications, activations, and loans, • Attend State Independent Dealer Association meetings to promote Kinetic Advantage to its members, • Establish partnerships with complimentary businesses within your region to develop a referral program, • Consistently achieve daily/weekly/monthly goals for calls made, dealer applications submitted, dealer activations and floor planned unit goals, • Maintain a consistent follow-up process and ensure all prospective dealer leads and contacts are updated in the system, • Communicate and strategize with ASMs and DRMs to review target areas and dealers to ensure market and company goals are achieved, • Compile and review new dealer application package and complete new dealer profile form for submittal to underwriting, • Provide excellent customer service from initial communication with dealer through to application submittal, approval, activation, and onboarding, • Stay abreast on competitors and their programs within your region by reading industry trade publications, speaking with dealers, and obtaining promotional programs from the markets, • Provide dealer and market feedback to Regional Vice President of National Sales to provide insight and continuous improvement to our services and customer experience, • Perform all other duties as assigned Education and Experience: • Bachelor’s degree preferred, • Prior experience working in or with auto dealerships, • Automotive Industry experience and knowledge Requirements/Abilities: • Strong presentation and negotiation skills, • Ability to effectively develop and maintain strong business relationships, • Ability to work independently, • Ability to align with the company’s vision and ongoing initiatives, • Consultative Sales Approach, • Consistent Top Sales Performer with a “hunter mentality”, • Excellent verbal and written communication skills, • Excellent interpersonal and customer service skills, • Excellent organizational skills and attention to detail, • Excellent time management skills with a proven ability to meet deadlines, • Strong analytical and problem-solving skills, • Ability to function well in a high-paced and at times stressful environment, • Proficient with Microsoft Office 365 or related software, • Strong Customer focus, • Valid driver’s license Physical Requirements: • Must be able to communicate clearly, • Ability to ride in cars during Market visits for extended periods, • Must be able to move objects up to 50 pounds, • Required to be able to travel for extended periods of time (greater than 4 hours), • While performing the duties of this job, the employee will, at times be subject to outside environmental conditions, • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA, and other federal, state, and local standards This job description reflects the essential functions of this position but is subject to change at any time and does not restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.

Summary/Objective The Commercial Account Representative will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Work with sales team to review best coverages for accounts · Make and Receive calls to agency insureds regarding policy questions, renewals, and new business · Quickly learn the agency management system and standardized system of filing · Input data into management system in an accurate and timely manner · Shop new and renewal business accounts through insurance market · Collaborate with sales team to secure renewal business · Independent servicing of assigned book of business, endorsements, policy changes and record keeping · Remotely send accounts for signature and binding · Assist the Senior Commercial account manager with excess workflow Competencies · Understanding of Commercial Insurance Rating Factors · Understanding of Carrier Guidelines and Appetites · Communication proficiency in person and by phone with team members and insureds · Proficiency forming emails to clients and responding to team member requests · Ethical Conduct · Flexibility · Initiative · Time Management Supervisory Responsibility This position has supervision responsibility of a virtual assistant Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required. Travel Minimal to zero travel required. Travel to local events may be required. Required Education and Experience Highschool Graduation or GED 440 Insurance License 2 Years experience commercial underwriting Preferred Education and Experience 4 Year college degree 220 Insurance License 4 Years industry experience in commercial underwriting Additional Eligibility Qualifications Commercial Department Experience at an independent agency. Proficiency with Microsoft Outlook, Word, Excel and AMS360 Compensation: $55,000.00 - $75,000.00 per year Your Single Source for all insurance needs. Family owned and operated in Clearwater, Florida. Single Source Insurance offers policies for personal, commercial, and private flood coverage. Our comprehensive team members find our clients the best coverages at the best rates. Automobile, Recreational Vehicles, Homeowners, Umbrella & Liability, Commercial Property, Surety, Group Health and Workers Compensation are only some of the policies we can shop and write for our clients. We cater to a variety of industries such as Marine, Construction, Hospitality, Community Associations, Construction, as well as Professional and Service organizations. At Single Source, we are not just agents selling a policy, we are advisers with a vast knowledge base allowing us to build programs to meet our clients specific needs. Let us show you the Single Source difference today.

Benefits: • 401(k), • 401(k) matching, • Bonus based on performance, • Dental insurance, • Free food & snacks, • Health insurance, • Paid time off, • Vision insurance Summary/Objective The Commercial Account Representative will work directly with agency clients ensuring they receive excellent service, comprehensive insurance offerings and through reviews of existing policies. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. · Work with sales team to review best coverages for accounts · Make and Receive calls to agency insureds regarding policy questions, renewals, and new business · Quickly learn the agency management system and standardized system of filing · Input data into management system in an accurate and timely manner · Shop new and renewal business accounts through insurance market · Collaborate with sales team to secure renewal business · Independent servicing of assigned book of business, endorsements, policy changes and record keeping · Remotely send accounts for signature and binding · Assist the Senior Commercial account manager with excess workflow Competencies · Understanding of Commercial Insurance Rating Factors· Understanding of Carrier Guidelines and Appetites· Communication proficiency in person and by phone with team members and insureds· Proficiency forming emails to clients and responding to team member requests· Ethical Conduct · Flexibility · Initiative · Time Management Supervisory Responsibility This position has supervision responsibility of a virtual assistant Work Environment This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Position Type/Expected Hours of Work This is a full-time position. Days and hours of work are Monday through Friday, 9 a.m. to 5 p.m. Some overtime may be required. Some weekend event participation may be required. Travel Minimal to zero travel required. Travel to local events may be required. Required Education and Experience Highschool Graduation or GED440 Insurance License2 Years experience commercial underwriting Preferred Education and Experience 4 Year college degree220 Insurance License4 Years industry experience in commercial underwriting Additional Eligibility Qualifications 3-5 Years Commercial Department Experience at an independent agency. Proficiency with Microsoft Outlook, Word, Excel and AMS360 Compensation: $65,000.00 - $85,000.00 per year Your Single Source for all insurance needs. Family owned and operated in Clearwater, Florida. Single Source Insurance offers policies for personal, commercial, and private flood coverage. Our comprehensive team members find our clients the best coverages at the best rates. Automobile, Recreational Vehicles, Homeowners, Umbrella & Liability, Commercial Property, Surety, Group Health and Workers Compensation are only some of the policies we can shop and write for our clients. We cater to a variety of industries such as Marine, Construction, Hospitality, Community Associations, Construction, as well as Professional and Service organizations. At Single Source, we are not just agents selling a policy, we are advisers with a vast knowledge base allowing us to build programs to meet our clients specific needs. Let us show you the Single Source difference today.

Title: Partnership Manager Employee Status: Full-Time Exempt Salary: Grade 4 Starting range of $75,000 – $85,000 | Chicago Starting range of $72,000 – $80,000 | Cleveland Reports to: Managing Director of Partnership Management Department: Capital Solutions Location: Chicago, IL or Cleveland, OH Hybrid: In office: T/W | WFH: M/Th/F Department Function: Capital is a critical resource that’s often beyond the reach of nonprofits serving communities with limited resources. IFF works hard to change that. For more than 30 years, IFF has specialized in flexible lending products that help nonprofits achieve their growth goals and best serve their communities. IFF’s clients include human services agencies, supportive housing providers, schools, health clinics, arts organizations, community centers and a full spectrum of other nonprofit organizations. Racial inequality in property values still exists today. IFF takes a different approach to underwriting that isn’t limited by appraisals but instead is informed by a deep understanding of nonprofit operations and the importance of nonprofit facilities to communities. IFF provides lending to our clients uniquely designed to serve nonprofits with no appraisals on commercial projects, as low as five percent up front, and long-term loans with no prepayment penalties. Loans can be used for acquisition, facility improvement, equipment and vehicles, and affordable housing. Capital Solutions is part of IFF’s Core Business Solutions which is a cross-cutting team that sits at the nexus of nonprofits, communities, and IFF technical knowledge. The group provides thought leadership and expertise to drive corporate strategy across markets. The primary business units in Core Business Solutions are Capital Solutions, Real Estate Solutions, Community Development Solutions, Home First, and Legal. The Organization IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and healthy food grocery operators. Staff contribute extensive business experience and an unrivaled connection to the mission of IFF to the clients we serve. Equity, Diversity, and Inclusion Partnering to create thriving communities is at the heart of everything we do. We leverage knowledge, capital, and resources to advance equitable and transformational outcomes in under-resourced communities, guided by our commitment to be an inclusive, anti-racist and anti-oppressive institution that honors communities as asset-rich and as experts in their own stories. Basic Job Function The Partnership Manager is responsible for the active management of IFF loans post-close by monitoring borrower compliance, assessing areas of risk, evaluating a borrower’s long-term sustainability, identifying new opportunities for IFF Capital Solutions and Real Estate Solutions, and proactively mitigating potential loan defaults. IFF is looking for candidates with a commitment to the work we do who can demonstrate their creativity, diligence, enthusiasm, growth-mindset, thoughtfulness, and passion to make meaningful change in the areas of economic and racial justice. Requirements Core Responsibilities: 1. Manage a portfolio of 60-80 borrowers and loans, including: • In coordination with originating lender, serve as a borrower’s primary post-close contact for monitoring, servicing, modifications, and new loan requests and RES engagements., • Establish regular and proactive connectivity with borrowers to best match IFF products and services with organizational needs., • Post-close review of loan terms and conditions to verify all necessary information is in the loan systems in order to properly monitor ongoing compliance and key reporting and performance data., • Regular collection, review, and analysis of financial and other reporting information for risk monitoring and updated risk recertification., • Identify and elevate themes across the portfolio and keep up with relevant sector and/or geographic challenges and opportunities., • Conduct site visits in accordance with IFF Loan Policy Requirements to assess a borrower’s financial health, check collateral condition when warranted, and collaboratively identify potential risks and opportunities with borrower., • Work with originating lender and other staff as appropriate to address compliance needs, payment delinquency, and any required modification to loan terms and conditions., • Make recommendations on loan risk rating downgrades and upgrades, and perform analysis on risks to borrower funding sources, collateral, and changes in borrower leadership., • Maintain accurate and complete loan files on IFF systems and support requests for borrower and IFF Portfolio information as needed. 1. Implement IFF delinquent and monitored loan procedures and policies as required: • Monitor borrower delinquencies to resolve payment challenges and other borrower related issues, implement default processes including managing notice and other legal requirements with support from IFF Legal team, maintaining timely risk rating updates based on IFF risk rating concepts and policy., • Proactively manage borrower delinquencies through meeting with borrowers, requiring, obtaining, and reviewing borrower financial and cash flow statements, and developing action plans for bringing delinquent borrowers current on payments., • Discuss nonperforming loans/borrowers with Managing Director of Partnership Management, and if appropriate, make recommendations to transfer customers to Resolution Strategies using the Resolution Strategies Transfer Form., • Remain in communication with Resolution Strategies Partnership Managers and available to re-engage borrower if loan/borrower begins to perform again and risk rating improves. 1. Work with Capital Solutions staff to support compliance with portfolio and collateral monitoring procedures, assess, and test portfolio quality: • Support maintenance of a robust tracking system for borrower, loan, and collateral reporting/monitoring/compliance requirements., • Identify and share key trends and risks observed that may impact portfolio sectors and geographies. Support overall portfolio health by participating in regular reviews and stress testing., • Recommend modification to policies, procedures, and risk rating methods to improve risk identification and mitigation. 1. Work collaboratively with Closing and Construction Loan Administration team on borrowers with active construction loans to ensure compliance and line of sight through construction period., 2. Perform other projects as assigned. No job description can be entirely comprehensive, and the jobholder will be expected to carry out such other duties as may be required from time to time and are broadly consistent with the job description and status of the position within the organization. Performance Measures: • Achieve lending and program goals for portfolio performance, risk identification, and relationship deepening., • Recommend solutions to identified issues and challenges relating to loan program implementation., • Cultivate a culture of openness in information sharing. Encourage open communication, cooperation, and sharing of knowledge., • Accurate, thorough, and transparent assessment of risks, optimal solutions, and costs to remediate, including costs to carry nonperforming loans., • Model personal accountability that promotes ownership and engagement., • Build and maintain effective working relationships with colleagues, peers, and external partners., • Value and support differences in others and contribute to an inclusive work environment., • Demonstrate the willingness and ability to communicate effectively with people with diverse backgrounds and experiences, fostering a collaborative and caring community., • High level of work satisfaction with both internal colleagues and external partners and collaborators. Position Qualifications: Education: Bachelor’s Degree preferred, preferably in business, accounting, finance, or community development. Or 5+ years’ equivalent experience in a similar position. Previous Experience: · Two years of experience in commercial real estate or nonprofit lending required. · Experience working collaboratively with internal and external partners to find dignity infused solutions to challenges. · Some experience in areas of accounting, financial analysis, or evaluating credit for nonprofit organizations, commercial, small business, or industrial borrowers. · Ability to perform financial statement analysis including spreading financial statements and assessing cash flow metrics. Additional Requirements: Regular travel throughout the Midwest region; occasional early start or extended hours and evening or weekend work. Standard Benefits: Medical, dental, and vision insurance Paid time off 401(k) retirement plan with employer contribution Life Insurance Short and long term disability Work-Life Balance Benefits: Hybrid workplace Summer Fridays Employee Development Benefits: Professional development stipend Mentorship program Miscellaneous: Wellness programs Employee assistance Referral Bonuses IFF does not offer the following: • relocation package, • 100% remote, • provide sponsorship to applicants who require or will require a work permit. Check off only some boxes in the requirements listed above. Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every qualification. So, if you're excited about this role, we encourage you to apply. Application Instructions: Please visit the _ section of our website to apply online. IFF values equity, diversity, and inclusion as part of its mission to strengthen nonprofits and the communities they serve. IFF is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Description Title: Senior Lender Employee Status: Full Time Salary: Grade 5 Starting range of $81,200 – $101,500 | Chicago Reports to: Managing Director of Lending, Chicago Department: Capital Solutions Location: Chicago, IL Hybrid: In office: T/W | WFH: M/Th/F Department Function: Capital is a critical resource that’s often beyond the reach of nonprofits serving communities with limited resources. IFF works hard to change that. For more than 30 years, IFF has specialized in flexible lending products that help nonprofits achieve their growth goals and best serve their communities. IFF’s clients include human services agencies, supportive housing providers, schools, health clinics, arts organizations, community centers and a full spectrum of other nonprofit organizations. Racial inequality in property values still exists today. IFF takes a different approach to underwriting that isn’t limited by appraisals, but instead is informed by a deep understanding of nonprofit operations and the importance of nonprofit facilities to communities. IFF provides lending to our clients uniquely designed to serve nonprofits with no appraisals on commercial projects, as low as five percent up front, and long-term loans with no prepayment penalties. Loans can be used for acquisition, facility improvement, equipment and vehicles, and affordable housing. Capital Solutions is part of IFF’s Core Business Solutions which is a cross-cutting team that sits at the nexus of nonprofits, communities, and IFF technical knowledge. The group provides thought leadership and expertise to drive corporate strategy across markets. The primary business units in Core Business Solutions are Capital Solutions, Real Estate Solutions, Community Development Solutions, Home First, Legal and Compliance. The Organization IFF is a mission-driven lender, real estate consultant, and developer that helps communities thrive. Key to our success has been a deep sense of purpose, a broad perspective, and a relentless focus on achieving positive results. Across the Midwest we help clients from every sector, including human service agencies, health centers, schools, affordable housing developers, and healthy food grocery operators. Staff contribute extensive business experience and an unrivaled connection to the mission of IFF to the clients we serve. Equity, Diversity, and Inclusion Partnering to create thriving communities is at the heart of everything we do. We leverage knowledge, capital, and resources to advance equitable and transformational outcomes in under-resourced communities, guided by our commitment to be an inclusive, anti-racist and anti-oppressive institution that honors communities as asset-rich and as experts in their own stories. Basic Job Function Responsible for supporting the loan origination process by analyzing applicant financial, project and management capacity and preparing loan recommendations. Work closely with lenders across all IFF sectors and states on loan opportunities to determine long-term fit with IFF mission and credit requirements. Manages and maintains database information with responsibility for data integrity. IFF is looking for candidates with a commitment to the work we do who can demonstrate their creativity, diligence, enthusiasm, growth-mindset, thoughtfulness, and passion to make meaningful change in the areas of economic and racial justice. Requirements Core Responsibilities: 1. Primary borrower relationship manager for assigned region’s lending activities. Responsible for sourcing, underwriting, seeking approval, and facilitating the closing and monitoring of loans, including those requiring complex structuring. • Responsible for guiding prospective borrowers through the loan application, approval and closing process, • Screens projects for alignment with IFF and department goals. Evaluates loan requests, including the agency's financial condition and projections, site analysis and building plans, operating plans, potential risks and other relevant data to support a recommendation of whether or not to make a loan. Follow up as necessary with agency and others to obtain additional information., • Coordinating as necessary with the Chief Credit Officer, underwrite, structure, package and present loan recommendations for approval to loan committees. Document terms and conditions and issue commitment letter., • Provide technical assistance on financing and financial systems to improve capacity of applicants and borrowers., • Support IFF’s Customer Relationship Management database with data input to ensure that accurate and comprehensive information on all aspects of loan program is readily available, from initial contact through project closing and long-term monitoring. Contribute quantitative and narrative materials for fund raising applications and required reporting., • Establish closing requirements and work with IFF Closing and Escrow Services team, borrower, attorneys, and others to facilitate closing process in timely and efficient manner., • Work with the Portfolio Management team to support post-close monitoring including customer check-ins or site visits as required. Coordinate customer relationship management with Portfolio Management and support effective relationship communications. 1. Lead loan business development efforts to build and maintain a strong loan pipeline. Work with Marketing to implement appropriate outreach strategies, business development and sales activities. • Develop and pursue business leads from existing network of customers, contact with agencies and market influencers, community leaders and funders and follow up with generated leads, • Respond in a timely manner to inquiries from prospective borrowers, providing information regarding IFF lending programs, assessing loan readiness, and assisting as necessary to prepare loan submissions and related paperwork, • Conduct in-person and virtual presentations or workshops for customers and prospective borrowers as arranged and scheduled with the Managing Director of Lending or in coordination with other partners 1. Participate with other Capital Solutions staff to research, develop, and improve lending programs, policies and procedures, marketing materials, application forms, tracking procedures, program goals, and general communications., 2. Maintain required job knowledge, skills and core professional competencies. Attend and participate in required educational programs and staff meetings, 3. Demonstrates a commitment to equity, diversity, and inclusion. Promotes an environment of empathy and respect, ensures the inclusion of all team members, and will actively engage in EDI events and learning opportunities., 4. Perform other projects as assigned. Performance Measures: 1. Achievement of lending and program goals., 2. Complete, accurate, and thoughtful analysis for thorough understanding of underwriting and lending issues on all loan applications and portfolio and risk assessment reports., 3. Achievement of portfolio outreach and increasing the profile and visibility of IFF across the region., 4. Solutions to identified issues and challenges relating to loan program implementation., 5. Achievement of department lending and program goals in region., 6. Cultivates a culture of openness in information sharing. Encourages open communication, cooperation, and the sharing of knowledge., 7. Models personal accountability that promotes ownership and engagement., 8. Builds and maintains effective working relationships with colleagues, peers and team members., 9. Values and supports differences in others, contributing to an inclusive work environment. Demonstrates the ability and willingness to communicate effectively with people of diverse backgrounds and experiences to create a collaborative, collegial, and caring community., 10. High level of satisfaction with both internal colleagues and external contacts. Position Qualifications: Education: Bachelor’s Degree or equivalent combination of education and/or experience required, preferably in business, accounting, or finance. Previous Experience: • Seven years of experience in banking, finance, or real estate finance, • Demonstrated competence in commercial lending terminology and credit and financial statement analysis, • Experience marketing loan products Special Knowledge & Skills: Familiarity with the nonprofit sector strongly preferred; familiarity with construction and lending practices and terminology; strong interpersonal skills; comfortable in presentation and workshop situations; proficient computer software user, including spreadsheets (Excel) and databases. Additional Requirements: Occasional evening and weekend work. Standard Benefits: • Medical, dental, and vision insurance, • Paid time off, • 401(k) retirement plan with employer contribution, • Life Insurance, • Short and long term disability Work-Life Balance Benefits: • Hybrid workplace, • Summer Fridays Employee Development Benefits: • Professional development stipend, • Mentorship program Miscellaneous: • Wellness programs, • Employee assistance, • Referral Bonuses IFF does not offer the following: • relocation package, • 100% remote, • provide sponsorship to applicants who require or will require a work permit. Check off only some boxes in the requirements listed above. Studies have shown that marginalized communities - such as women, LGBTQ+ and people of color - are less likely to apply to jobs unless they meet every qualification. So, if you're excited about this role, we encourage you to apply. Application Instructions: Please visit the Careers section of our website to apply online. IFF values equity, diversity, and inclusion as part of its mission to strengthen nonprofits and the communities they serve. IFF is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Job Type Full-time Description Are you an established Real Estate Investment Loan Originator? Then we want you on our team. In this role, you won’t be limited to your local region, we want you to lend nationwide, while also establishing yourself as the go-to person for funding in your region. In this key Outside Sales position, you will have access to selling the entire Lima One product suite of Fix and Flip Loans, New Construction Loans, and Rental Property Loans by growing business partner relationships, tapping into your network, and ultimately sourcing and developing relationships with successful real estate investors. We're expanding our East Coast sales team! This is a remote position, open to applicants based in the Eastern USA. While we have targeted markets listed below, we're open to talent across the region. **Target Markets: Atlanta, GA | Nashville, TN | Northern Virginia What We’ll Provide: • Best-In-Class Support: Search Engine Optimization, conferences, & individual branding to support our Regional Loan Officers. You’ll have dedicated partners with account managers, sales development reps, and a Deal Desk to enable quick upfront deal analysis and pre-screening. Plus, a marketing team that’s laser-focused on driving your success., • Diverse Portfolio: From $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, New Construction, and Rental, you will have the tools to serve clients and dominate the market., • Excellent Training: An engaged Learning & Development team with a dedicated Sales Training Specialist offering hands on support as you ramp up and learn our products., • Customer experience: From first call to final payoff. We are a vertically integrated lending process. Your borrowers will experience in-house sales consultants, white glove underwriting, appraisal management, servicing, and construction draws - making relationship selling easy., • Innovation: With tools like Salesforce, Gong, Forecasa, and our Retail Portal, our technology is constantly evolving to help you close more deals. Combine that with state-of the-art lead generation tools and you’ll have everything you need to own your pipeline and drive results., • Engaged Leaders: Our fully dedicated executive team is willing to help with client relationships, product development & pricing., • Recognition & Reward: Our “Circle of Excellence” award offers you the opportunity to travel to pristine locations and for you and a significant other to be treated and rewarded as a top producer should be. What You’ll Do: • Sales Production: Take full ownership of sales by personally sourcing & funding $2-3+ Million in closed loans per month. You'll build direct to sponsor and broker relationships, prospect for new business opportunities, and develop connections with key industry players to create a steady pipeline of loans., • Originate Diverse Loan Products: Use your industry knowledge to structure and originate a range of loan products, from $30MM guidance lines to $15MM projects and competitive pricing across Fix-and-Flip, Ground-up Construction, and DSCR, you’ll have the products to serve clients and dominate the market., • Manage the Entire Loan Process: Be the driving force behind every deal, from initial outreach to loan structuring, underwriting, approval, and closing. You'll work closely with internal teams to facilitate smooth and timely loan processing., • Consult and Advise Clients: Educate business partners, referral sources, brokers, and investors on the Lima One value proposition, and become a trusted advisor in your markets for all things real estate investment property finance., • Enhance Your Community Presence: Strengthen your presence in the real estate investor community by speaking at industry events, leading roundtable discussions, and building strong partnerships. By consistently striving to exceed expectations, you'll cement your reputation as an expert and unlock new opportunities. Requirements • Bachelor’s degree preferred, • Active current NMLS license or ability to obtain within 90 days of hire, • Book of Business or Investor Network that compliments Lima One’s loan product suite of Fix and Flip, New Construction, Rental Property (DSCR), and Bridge loans, • 2+ years’ experience in the Private Lending industry (FNF, Bridge, New Construction and/or Perm Debt) in single family and multifamily asset classes, • Understanding of the real estate investment property industry and ability to effectively communicate how the Lima One product set can help our clients grow and prosper, • Excellent communication and presentation skills, • Proven ability to creatively source and develop new business, • Energetic and passionate about providing the best customer experience in the industry What We Offer: • Top-Tier Compensation: A base salary that’s top of the industry, with uncapped commission potential. First year income $100k-$300k with top performers earning well over $500k annually., • Bonus Opportunity: Performance-based incentive program during your first 6 months, with additional bonus potential for high performing loans., • Industry Leading Benefits:, • Medical, Dental and Vision Insurance, • Life Insurance, Short-Term Disability, and Long-Term Disability, • Hospitalization and Accidental Insurance, • Flexible Spending Accounts – Health and Dependent Care, • Health Savings Account, • Safe Harbor 401K with company match, • Growing Families Support (including paid parental leave, infertility support and assistance, childcare reimbursement, and elder care), • Pet Insurance, • Work Life Balance: 12 paid time off days and 5 sick days, in addition to 12 paid holidays – that’s about a month of time to rest, relax, and recharge every year., • Career Development: We prioritize the growth and success of our team members. You'll benefit from continuous learning opportunities, dedicated mentorship, and the chance to refine your skills and advance your career. Why Lima One? At Lima One Capital we’re relentlessly focused on a simple but powerful goal: to be the nation’s premier lender for real estate investors. Inspired by that vision, every member of our team is driven by our mission to create opportunities for our customers and employees by educating, empowering, and financing real estate investors who are building, improving, and stabilizing their neighborhoods and communities nationwide. • Loans Funded: $10+ billion in loans funded, 30k loans closed since 2010, • Geography: 46 states + D.C. where we revitalize neighborhoods, • Employees: ~300 employees with competitive benefits and perks, • Stability: Backed by the immense resources of MFA Financial, a publicly traded mortgage REIT with 25 years of proven success, • Veteran Founded: Founded by 2 US Marine Corps veterans, we proudly approach every deal and decision with grit, determination, boldness, and integrity Recognized by the Inc.5000 as one of America’s fastest growing companies, Lima One specializes in providing real estate investors with financing for their rental, fix-and-flip, and new construction projects. The company is distinguished as one of South Carolina’s Best Places to Work and Top Workplaces. Lima One is headquartered in downtown Greenville, South Carolina. Learn more about us at limaone.com. Notice to Third Party Recruiters and Agencies Lima One Capital does not accept unsolicited resumes or candidate submissions from recruiters or employment agencies. In the absence of a fully executed agreement for a specified position, Lima One Capital has no obligation to pay any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, Lima One Capital explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, referrals, or candidate submissions, including those communicated to a member of the Human Resources team or a hiring manager, shall be deemed the property of Lima One Capital. If you or your agency would like to be considered as a future recruiting partner, please email employment@limaone.com (Subject: Agency Partner Request).

Berkshire Hathaway Homestate Companies, Workers Compensation Division, is looking for a Business Development Manager in Michigan! This individual will be responsible for business development efforts and brand strategy within a specified territory. This involves evaluation of production patterns in new and renewal business to uncover opportunities for refinements to support profitable growth. You will work collaboratively with other Business Development Managers, Underwriting management, and additional corporate resources to develop opportunities by industry, class code or segment, and to more effectively monitor/evaluate agency performance. You'll stay ahead of competitive intelligence and help prevent production barriers, as well as develop opportunities to improve ease of doing business with BHHC and provide input to improve overall customer experience. Frequent travel within a specified territory required. Must be legally authorized to work in the United States, without requiring, now or in the future, sponsorship for employment visa status. • Creates and executes territory plans that demonstrate a clear understanding of territory with effective travel plans. Aligns with the regional resources to understand territorial differences in opportunity and profit potential., • Works to position BHHC as the market of choice with our agents and identified target markets. Proactively searches out new agency appointments, prospect meetings, opportunities for book transfers, identifies additional agency production sources, effectively gains agency commitment and looks to drive new agency partner’s production., • Monitors agency growth and profitability. Proactively identifies performance gaps, trends and issues. Develops agency profit improvement and growth plans that drive profitable business., • Manages agency partnerships aimed at achieving minimum premium standards and growth goals. Processes agency appointments and terminations timely. Initiates renewal strategy discussions. Actively engages in encouraging appointed agents to ensure mutually profitable, significant and efficient relationships., • Conducts in-person agency visits and participates in prospect meetings, claims reviews, meet and greets, and stewardship meetings. When appropriate, initiates strategic co-travel with Underwriting, Client Services and Loss Control teams., • Influences productive partnerships by educating agents on BHHC’s value proposition, target market opportunities, target acquisitions opportunities, territory goals and service model by premium size., • Acts as a resource to peers and brokers. Senior-level may mentor other Business Development Managers aimed at helping them professionally grow. Works to quickly adapt and assist with implementation of new tools and processes., • Participates in weekly underwriting meetings and contributes to discussions around large accounts with up to date agency needs to win the account. Takes a proactive approach to push Underwriting to hit targets by getting quotes to the agency partners. Helps to support efforts in developing new or additional opportunities by industry, class code, and/or segment., • Gathers, analyzes and evaluates competitor information and territory opportunities through agency visits and/or attendance at agency-sponsored activities. Develops action plans that make use of competitor intelligence. Provides input and data on Agency Marketing Reviews and actively shares information with peers and Underwriting partners., • Works with Marketing, Underwriting, and IT to ensure ease of doing business in our templates, systems, and product offerings to ultimately drive success of the team and company. Looks for opportunities to enhance our capabilities, optimally position our strengths., • Develops and maintains accurate Producer Profiles, Business Plans, Agency Files and Bravo contacts. Documents New Business Not Taken, Active submission Listing, Call and Monthly Reports., • Maintains accurate President’s Circle information for assigned agencies and uses the program to leverage both new business and renewals effectively., • Serves on internal committees, external insurance committees, participates in yearly charity events with appropriate approval, and attends insurance conferences. Works to continue to expand knowledge and expertise in workers compensation and insurance to assist others as a resource., • Assists with special assignments and projects as needed. EDUCATION: Bachelor's degree from an accredited four-year college or university required. EXPERIENCE: Minimum of five (5) years of related experience in the workers compensation insurance industry (Mid-Level), and minimum of seven (7) years for Senior-Level, is required, preferably in a Marketing or Underwriting role. TECHNICAL SKILLS: • Able to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Able to write reports, business correspondence, and procedure manuals. Able to effectively present information to management and public groups. Able to develop, implement and communicate company programs, new business requirements, and agency action plans., • To perform this job successfully, the individual should be proficient on the Microsoft Office Suite and able to quickly master proprietary and vended software applications. DESIRED COMPETENCIES: • Service Oriented, • Effective communicator with strong interpersonal and conflict resolution skills, • Able to promote and maintain strong, collaborative relationships, • Exhibits sound and accurate judgment. Can support and explain reasoning for decisions effectively, • Able to plan and prioritize work activities, using time efficiently, • Company car and/or mileage reimbursement, • Paid Time Off, • Paid Holidays, • Retirements Savings Match, • Group Health Insurance (Medical, Dental, and Vision), • Hospital Indemnity Insurance, • Life and AD&D Insurance, • Long Term Disability Insurance, • Accident and Critical Illness Insurance, • Flexible Savings Accounts, • Paid Community Volunteer Day, • Employee Assistance Program, • Tuition Reimbursement Program, • Employee Referral Program, • Diversity, Equity and Inclusion Program WHO WE ARE With more than 50 years in business, Berkshire Hathaway Homestate Companies (BHHC) has grown from a regional organization to a national insurance group, offering insurance products from coast to coast. Relationships are the cornerstone of our culture, and we believe in doing the right thing. That means we invest in our business in every way possible to deliver on our mission and demonstrate that people are what powers our success. Our commitment to financial strength and integrity means our customers can rest assured that we will be there when it counts. At BHHC, Workers Compensation Division, we embrace diversity and foster an environment where our people can be their authentic selves. Our differences make us stronger and better together, which fosters a harmonious workplace—something we truly value. We’ve created an approachable and collaborative atmosphere. Here you’ll find a welcoming workplace where everyone can feel valued, supported, and inspired to do great work. Together, we raise the bar by being curious, remaining customer-focused, and operating with integrity.

Description Kinetic Advantage is a dynamic independent floorplan company led by trusted industry veterans.?Our core focus is helping our Independent Dealer customers and team members succeed while providing them with an exceptional and engaging user experience.?We are committed to forging strong partnerships through transparent communication and simple, innovative solutions. We provide our customers and team members with the support and tools they need to grow throughout their journey. Job Summary: The Area Sales Manager (ASM) is a key business development role for Kinetic Advantage and one of the initial points of contact for Kinetic Advantage with prospective dealers in our markets. The ASM is responsible for supporting our Dealer Relationship Managers (DRM) by establishing relationships between Kinetic Advantage and Independent Dealerships within their assigned region and driving new dealer applications, activations, and flooring volume. To ensure success, Kinetic Advantage will provide you with the training, programs, and technology needed to help you and Kinetic Advantage achieve its dealer growth and activation goals. When our dealers succeed, you will succeed. Responsibilities: • Prospect and qualify new dealers via the phone, lot visits, auction visits and referrals in your assigned region, • Work closely with your assigned Dealer Development Specialist (DDS) to establish market visit plans and ensure proper dealer call coordination to establish interest prior to market visits, • Attend auctions in your assigned region to promote Kinetic Advantage and drive new floorplan applications, activations, and loans, • Attend State Independent Dealer Association meetings to promote Kinetic Advantage to its members, • Establish partnerships with complimentary businesses within your region to develop a referral program, • Consistently achieve daily/weekly/monthly goals for calls made, dealer applications submitted, dealer activations and floor planned unit goals, • Maintain a consistent follow-up process and ensure all prospective dealer leads and contacts are updated in the system, • Communicate and strategize with ASMs and DRMs to review target areas and dealers to ensure market and company goals are achieved, • Compile and review new dealer application package and complete new dealer profile form for submittal to underwriting, • Provide excellent customer service from initial communication with dealer through to application submittal, approval, activation, and onboarding, • Stay abreast on competitors and their programs within your region by reading industry trade publications, speaking with dealers, and obtaining promotional programs from the markets, • Provide dealer and market feedback to Regional Vice President of National Sales to provide insight and continuous improvement to our services and customer experience, • Perform all other duties as assigned Education and Experience: • Bachelor’s degree preferred, • Prior experience working in or with auto dealerships, • Automotive Industry experience and knowledge, • Floorplan Auto Finance experience preferred Requirements/Abilities: • Strong presentation and negotiation skills, • Ability to effectively develop and maintain strong business relationships, • Ability to work independently, • Ability to align with the company’s vision and ongoing initiatives, • Consultative Sales Approach, • Consistent Top Sales Performer with a “hunter mentality”, • Excellent verbal and written communication skills, • Excellent interpersonal and customer service skills, • Excellent organizational skills and attention to detail, • Excellent time management skills with a proven ability to meet deadlines, • Strong analytical and problem-solving skills, • Ability to function well in a high-paced and at times stressful environment, • Proficient with Microsoft Office 365 or related software, • Strong Customer focus, • Valid driver’s license Physical Requirements: • Must be able to communicate clearly, • Ability to ride in cars during Market visits for extended periods, • Must be able to move objects up to 50 pounds, • Required to be able to travel for extended periods of time (greater than 4 hours), • While performing the duties of this job, the employee will, at times be subject to outside environmental conditions, • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA, and other federal, state, and local standards This job description reflects the essential functions of this position but is subject to change at any time and does not restrict the tasks that may be assigned. All qualified applicants will receive consideration for employment without discrimination on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, age, genetic information, or any other factors prohibited by law.

About AirGarage AirGarage is on a mission to bring real estate online, starting with parking. We replace broken parking machines, fragmented software, and manual, labor-intensive operations with a unified, data-rich operating system for parking real estate. We handle everything it takes to run and optimize a parking asset: payments, dynamic pricing, enforcement, license plate recognition, analytics, and more. By building all of our technology in-house, we are able to deliver a magical experience for drivers while providing real-time visibility and revenue increases of 20-50% or more for real estate owners. That’s why national real‑estate leaders like Hines and Greystar, as well as technology companies like Meta, partner with AirGarage to optimize their parking facilities. AirGarage uses datapoints like real-time occupancy, local events, weather, driver behavior, competitor pricing, and more to bring true intelligence to real estate owners’ assets for the first time. We’re investing aggressively to make the physical world legible to a digital system: cameras, sensors, and software that generate a firehose of real-time data about the world around us. That data fuels models and algorithms that allow us to optimize performance at each property while giving owners the clarity and control they’ve never had before. Before you can optimize an asset, you need to observe it. Before you can observe it, you need to bring it online. We are starting with the $131 billion US parking real estate market because it is one of the most offline and mismanaged commercial real estate asset types. 26% of the land area in the median American urban core is dedicated to parking. We are backed by top tier investors including Headline Growth, Andreessen Horowitz, Floodgate, Founders Fund, Abstract Ventures, and angel investors who have founded or worked at companies like Uber, Opendoor, Flexport, and more. Want to learn more about AirGarage and the problem we're tackling? Check out these podcasts: _ _ WHY THIS JOB MAY NOT BE FOR YOU 🚨 Please review this section before applying, we are sharing this information up front because we don’t expect this job to be appealing to everybody. ‘General Manager’ can mean at lot of different things in start ups. At AirGarage it means this: Everything is your responsibility. This will be a hard job. We work long hours here, including nights and weekends, and you will be expected to do the same. We are growing very fast but our operations team is lean, so every day you will have new challenges and too much on your plate, but you’ll be expected to find a way to deliver anyways. However, if you are willing to sign up for that, there is a lot to be excited about with this role: You will learn a ton. You will get exposure to every aspect of the business, going deep in operations, working with Sales, and influencing the future direction of our product. You’ll work hand in hand with a leadership team who will work just as hard as we expect you to. You’ll be a GM on an operations team that we expect to grow significantly over the next 2-3 years, so the potential for future growth is only limited by your own ability & ambition. If that tradeoff sounds exciting to you, we encourage you to continue reading about the role and would love for you to apply! THE ROLE 👩🏾‍💻 As a Regional General Manager, you will be responsible for overseeing day-to-day operations for a portfolio of dozens of parking facilities within your region. Your primary responsibility is to improve the P&L of your region month over month, quarter over quarter, and year over year. You will do this by: Consistently growing the revenue of each property in your region through pricing, business development, and marketing strategies. Controlling operational expenses for all locations within your region, without sacrificing the quality of our on-the-ground operations. Strengthening owner-partner relationships to retain existing contracts and expand our footprint with each partner. In order to succeed, you'll need to be comfortable being both tactical and strategic. You'll need to become an expert on your markets and stay in the weeds to understand the nuances of dozens of unique parking facilities and our various products, while developing processes, improving operational efficiency, and owning a multi-million dollar P&L. Your day-to-day will require you to wear many hats. Some days you'll be focused on hitting aggressive growth targets, which means developing and implementing pricing, marketing, and business development strategies. Other days you'll be diving deep into property P&Ls, negotiating with service vendors, and reviewing enforcement performance to expand operating margins. And some days you'll be interfacing directly with our owner-partners to report on financial performance, walk through monthly business reviews, and work through the inevitable issues that come up at the property level. You will manage a Partner Success Manager (who owns the owner-partner relationship, retention, and reporting cadence) and an Operations Manager (who owns field execution, vendor management, and enforcement operations). You'll also work cross-functionally with Sales on new business in your region, with Product on the tools your team relies on, and with Legal on compliance and contract matters. The ideal candidate will be able to travel up to 25% of the time to visit key owner-partners and properties when required. WHAT YOU'LL DO 👷‍♀️ Own the regional P&L and top-line growth for your region. Your success will be measured on performance against metrics including revenue growth, owner NOI, and operating margins. Analyze daily, weekly, and monthly performance for each property in your region. Review financial and operational results and implement process improvements based on the findings. Run the owner-partner relationship end-to-end, including monthly business reviews, performance reporting, escalations, and contract renewals. Partner with the VP of Operations to develop the operations strategy roadmap for your region. Build, implement, refine, and manage the day-to-day processes behind a successful parking management operation across AirGarage's national footprint. Develop and implement dynamic pricing, marketing, and business development strategies to drive revenue at portfolio locations. Own enforcement operations across your region, including scan coverage, rescan ratios, citation performance, and the enforcement P&L. Lead operator transitions and new property onboarding, including standardizing prior operator P&Ls to set performance baselines and validate underwriting. Partner with our Legal team to ensure compliance with local city and state governments, and navigate various tax, licensing, and permitting requirements. Implement data-driven solutions to daily operational challenges (price optimization, monthly parker retention, new business generation, and more) to improve the experience of our customers and partners. Work closely with the leadership team and be a key voice in the business to help shape the future of the Operations team at AirGarage. WHAT WE'RE LOOKING FOR 👩🏼‍🎓 You must live in the Western half of the United States (Pacific Time Zone, Mountain Time Zone, or in Texas). 7+ years of relevant professional experience, including 3+ years at a high-growth startup. Backgrounds in real-world operations, management consulting, investment banking, or commercial real estate are preferred. Master of Business Administration (MBA) from a top U.S. program preferred. A proven track record of leading highly complex projects, working cross-functionally, and delivering results on time. A self-starter who is energized by a difficult problem. Exceptional analytical skills (including SQL proficiency) and the ability to quickly learn new tech platforms (e.g., Salesforce, Snowflake, Sigma). Excellent written and verbal communication and strong business judgment. An entrepreneurial mindset. You're willing to get your hands dirty and operate effectively in ambiguity. You don't need a playbook. You can dive into difficult problems and come up with a plan. IMPORTANT NOTE 🚨 AirGarage is a remote-first company, but we also value in-person collaboration to strengthen trust and teamwork. Team members should expect ~6 weeks of travel per year for: 2–3 full company offsites, “Remote Weeks” Lending a hand to support 2 new location launches In-person onboarding as well as supporting other onboarding sessions for new team members The rest of the year, team members can work remotely from wherever (US time zones) they’re most comfortable as long as they are performing well in their role. Attendance at in-person events throughout the year is expected—if you’re not open to traveling ~6 weeks per year for work, this role isn’t a good fit for you. THE UPSIDE 📈 📈 Equity: Have a stake in the business that you’re helping to build and grow. 🌴 Work remotely: Live and work wherever you like! We believe in folks working where they are happiest and most productive. We currently hire teammates that are located anywhere within North America. 🏥 Health insurance: We offer health insurance and currently cover 85% of the cost of medical, dental, and vision plans for the primary employee and 50% of the cost of plans for dependents. 🍼 Parental Leave: We offer 12 weeks of fully paid parental leave to all parents to bond with a newly born, adopted, or fostered child. The 12 weeks can be taken as a continuous leave or intermittently over the first 18 months of the child's life. 💻 Home office setup: Get a laptop + additional equipment needed to set you up for success. ⛺ Time to recharge: We have an unlimited PTO policy with a minimum requirement of 10 days per year. 🤑 401k: Make financial planning right for you with a 401k retirement savings program. ✈️ Team Off-sites: ~2 times per year our team comes together for a full week in places like Tahoe, Puerto Vallarta, San Diego, Park City, and Austin. 📚 BookGarage: Our team loves to learn and grow together, so join us for our optional recurring book club. 🪴Room to grow: Our team will be orders of magnitude larger within a few years; as a part of our foundational team, you'll have opportunities to grow with us. 🏙️ Transform our cities: The opportunity to change the way that the world thinks about real estate use in our cities. 👐 Work with a diverse team: At AirGarage, we've always been committed to building a thriving team that represents the communities we serve. Our team is currently 40% female and 30%+ from underrepresented communities. Note: Employment with AirGarage is contingent upon successful completion of a background check and employment verification conducted in compliance with applicable laws. Background checks are completed only after a conditional offer of employment has been made. We understand that there's no such thing as a 'perfect' candidate. We're looking for someone passionate, with grit and determination, who is excited to face the challenges of a rapidly growing startup. AirGarage is the type of company where you can grow exponentially, and we encourage you to apply to us even if you don't 100% match the candidate description. AirGarage is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Candidates and employees are always evaluated based on merit, qualifications, and performance. We will never discriminate on the basis of race, color, gender, national origin, ethnicity, veteran status, disability status, age, sexual orientation, gender identity, marital status, mental or physical disability, or any other legally protected status.

Description Who We Are: FFB, a dynamic and acclaimed single-branch bank born in the heart of Fresno, CA in 2005, is on a mission to redefine the banking experience. Our commitment to delivering top-notch banking services has propelled us to the forefront of the industry, earning us accolades and recognition. At FFB, we recognize the uniqueness of each individual who walks through our doors, and our dedicated team strives to craft personalized banking solutions that cater to their distinct needs. What sets FFB apart is not just our Fresno roots but the diverse talents that make up our team, hailing from every corner of the country. We firmly believe that our people are our greatest strength, and we're constantly on the lookout for ambitious and passionate individuals who align with FFB's vision, regardless of their location. If you're ready to be part of a winning team and contribute to our ongoing success story, we invite you to apply and join the FFB family! Recent Achievements Speak Louder Than Words: • 2024 - American Banker - #1 Top Performing Publicly Traded Bank with under $2b in assets, • 2023 - American Banker - "Top 5" Community Bank in the Country #4, • 2023 - OTCQX - Best 50 Companies #3, • 2023 - 5-star Rating Bauer Financial What You Should Expect While Working at FFB: • Company ownership through our Employee Stock Ownership Program (ESOP), • A friendly, close-Knit work culture that encourages growth, • Opportunities to Participate in Community Networking Events, • Benefits Package o Medical/Dental/Vision o Life Insurance o Paid Vacation o 401(k) Retirement Plan o Training & Development o Tuition Reimbursement o Employee Assistance Program o Internal Job Posting & Referral Program Ideal Candidate: FFB prides itself on its core values of Teamwork, Relationship, Authenticity, and Commitment (TRAC). We expect that our team members will reflect these values in the workplace in various ways: • Teamwork – We collaborate, hold each other accountable, and win together., • Relationship – We are trustworthy, transparent, and respectful., • Authentic – We are humble, vulnerable, and we speak up., • Commitment – We are owners...Be hungry, responsive, and have a sense of urgency. About the Position: The Business Development Officer (BDO) is responsible for developing new deposit, loan and merchant business for the SoCal market. The BDO will assist the Manager of Business Development and Marketing on prospecting and closing/referring leads in that market. This position is responsible for attaining established individual, department and Bank goals through active participation in sales. The Business Development Officer will prospect for leads both directly and indirectly through referral sources, ascertaining prospect and market needs, constructing and presenting prospect and market solutions, in the form of a proposed deal structure, selling the solution both internally and to the prospect, and closing/funding deals. The position will also participate in the BDO incentive plan. Essential Duties: • Develops business through the cultivation of contacts within a Professional Referral Network, by performing the following:, • Analyzes market research data to guide sale efforts., • Develops and maintains a network of reliable business development advocates., • Develops annual business plan in conjunction with Division Sales Manager, which details activities to follow during the fiscal year, which will focus the Business Development Officer on meeting or exceeding their sales goal., • Complete understanding of prequalification, pricing and proposal models., • Demonstrates the ability to carry on a business conversation, both verbal and written, with business owners and decision makers., • Maximizes all opportunities in the process of closing a sale resulting in the increase of market share., • Maintains bank provided database of qualified leads through referrals, telephone canvassing, face-to-face cold calling on business owners, direct mail, email, and networking., • Demonstrates an understanding and ability to position bank related products., • Prospect, source, structure, propose, negotiate and close deals that are consistent with the products of the bank., • Creates and conducts effective proposal presentations and RFP responses that identify prospects business problems, the effects of the problems, and the bank’s solutions to their problems., • Responsible for sourcing and developing client relationships and referrals., • Meet or exceed Volume, Margin, Fee and cross-sell targets., • Responsible for identifying and building effective Centers of Influence Network with sales channels and associated professionals to maximize revenue., • Demonstrates the ability to gather, submit detailed business information for underwriting, pricing, and presentation of solutions to identified prospects' business problems., • Maintains accurate records of all sales and prospecting activities including sales calls, presentations, closed sales, and follow-up activities within their assigned territory, including the use of bank provided data tools to maintain accurate records to maximize opportunity potential., • Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team., • Performing other duties as assigned. Requirements • Must reside in Southern California., • Bachelor’s degree preferred degree in Accounting, Finance, Economics, or another related field., • 5 years proven Business Development related experience and/or training strongly preferred., • Ability to read, analyze, and interpret financial statements, general business periodicals, professional journals, technical procedures, or government regulations., • Proven skills to develop marketing and business development skills with customers., • Demonstrated ability to cross-sell and explain all products and services with confidence and authority., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with minimal or no supervision while performing duties., • Current California driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities., • Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, speak clearly to customers and employees., • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations., • Ability to work with no supervision while performing duties., • Current California driver’s license and a vehicle with appropriate insurance coverage if required to drive while performing assigned duties and responsibilities

Ledgebrook is an InsurTech MGA on a mission to bring Specialty insurance into the modern era. Burdened with legacy technology and processes, the industry has not kept pace with the speed of innovation seen in other sectors. Positioned at the cutting edge of the next generation of InsurTech, Ledgebrook offers the best of both worlds: innovative world-class technology deployed by a leadership team armed with over 100 years of insurance expertise. Our long-term vision is to become a diversified full stack Specialty re/insurer competing with legacy carriers in product lines & markets across the globe. To get there, Ledgebrook builds its premium base by rolling out a new Specialty product every ~6 months until we prove enough traction to raise a balance sheet, become a full stack carrier and eventually compete in the reinsurance markets. Our initial product is a domestic primary and excess GL E&S policies sourced via wholesale brokers. At Ledgebrook, everything we do is driven by our culture: Care, Strive, Thrive Together. To succeed in modernizing the industry, we must first succeed in changing the way we do business. Talent density is our north star; fewer, better people working together as one. To that end we’ve replaced all individual incentives with generous equity packages. We play as a team, we win as a team. Everyone benefits handsomely from Ledgebrook’s success. Ledgebrook is a fully-remote US based company backed by top venture and family office investors including Brand Foundry, American Family Ventures, Duquesne Family Office, and Stephens Group. We’re a fully remote team prioritizing impact, ownership, and collaboration. We’re looking for a talented Product Manager - Data & Infrastructure to lead the strategy, execution, and delivery of our core data and platform capabilities. You’ll partner closely with engineering, analytics, and business leadership to define priorities, manage sprints, and ensure our data and infra roadmaps align with company goals. The ideal candidate thrives at the intersection of technology and business, comfortable writing user stories, coordinating across teams, and driving delivery for high-impact internal systems. This role will initially focus on the Data team, with potential to expand oversight to the Infrastructure organization as we scale. Tech Stack • Languages: Python, SQL, • Data Stack: Snowflake, dbt, Apache Airflow (AWS MWAA), • Cloud Infrastructure: AWS, Terraform, • Tools: GitHub, Jira, Confluence, Slack What you’ll do • Own the product lifecycle for Ledgebrook’s data platform and infrastructure initiatives from discovery through delivery and measurement., • Lead agile ceremonies (sprint planning, retrospectives, standups) and manage Jira: creating, refining, and validating stories to ensure clarity and readiness for release., • Partner with engineering leads to translate complex technical initiatives into clear deliverables, balancing strategic priorities with day-to-day execution., • Collaborate with stakeholders across engineering, actuarial, underwriting, finance, and operations to understand needs and define roadmap priorities., • Define success metrics and use data to track outcomes, improve processes, and guide investment decisions., • Ensure technical readiness for releases, coordinating QA, documentation, and stakeholder communication., • Lead roadmap planning, aligning quarterly and annual objectives with company OKRs and evolving business needs., • Champion internal adoption of data and infrastructure tools, ensuring teams across the company derive measurable value., • Drive continuous improvement in team velocity, delivery predictability, and agile maturity. You combine structured product thinking with a systems mindset. You can bridge technical depth with business context, turning complex backend or data platform work into tangible business impact. You’re organized, collaborative, and thrive on making teams more effective. You have demonstrated a data-driven approach to decision-making and a commitment to delivering high-quality products that meet customer needs. You are able to define and measure key success metrics for products, and use data to inform product strategy and make informed decisions. Must haves • 5+ years of product management experience, ideally supporting data, infrastructure, or platform teams., • Proven success leading agile software development teams and managing workflows (epics, sprints, story validation)., • Strong communication and stakeholder management skills, able to synthesize competing priorities into a clear plan., • Comfort with technical topics such as APIs, cloud infrastructure, data pipelines, and system reliability., • Analytical and metrics-driven approach to prioritization and success measurement., • Experience managing complex cross-functional projects from ideation through delivery., • Ability to navigate ambiguity and provide clarity for engineering and business partners. Nice to haves • Familiarity with data stacks (Snowflake, dbt, Airflow, Hevo/Fivetran) and analytics tools (Power BI, Tableau, Looker)., • Understanding of cloud infrastructure (AWS, Terraform, ECS, IAM, networking)., • Experience in insurtech or another regulated, data-heavy industry., • Prior experience as a technical program manager or data product manager., • Hands-on familiarity with SQL or data visualization tools for basic analysis., • Experience driving adoption of internal tooling or developer productivity platforms., • Background in agile coaching, process design, or operational excellence. Important - only for candidates applying from the U.S.: Please note: This position is open only to candidates who are authorized to work in the United States without the need for current or future employer-sponsored work authorization. We are unable to offer visa sponsorship at this time.” • Competitive salary + meaningful equity ownership, • 100% employer-paid health insurance, • 100% remote work, flexible hours, • Unlimited paid time off, • Work with an ambitious, smart, fun team to transform a $1T global industry, • Ownership, autonomy, purpose