16 jobs found

Description: Roers Companies is seeking an energetic, dedicated Asset Manager - LIHTC to join our team in Plymouth, MN! About Us Roers Companies is a multi-year USA Today Top Workplace and national leader in multifamily real estate, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing quality homes in high-demand neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4.5 billion in real estate, representing 16,000+ homes across the U.S. In 2026, the company is ranked nationally among the Inc. 5000 fastest-growing private companies (No. 218), NMHC top 25 multifamily builders (No. 25) and developers (No. 19) and the AHF top affordable housing developers (No. 5). Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You're passionate about your work and driven to achieve ambitious goals. You step up when the team needs an extra hand and aren't afraid to ask for help when you need it. You make smart decisions because you get the big picture and ace the little details. In other words, you share our corporate values - passion, work ethic, teamwork, integrity, and ownership mindset. Responsibilities Development of Asset Management plans for all Roers Companies LIHTC assets. Monitor the lease-up process of LIHTC assets in the Roers Companies portfolio, ensuring adherence to proforma and compliance with all applicable regulations (working with the internal compliance team). Coordinate and conduct periodic site inspections, whether Roers Companies internal process, or accommodating third party requests. Review and approval of annual operating budgets, also ensuring they are delivered to project partners on time. Monitor and evaluate financial performance of each asset on a regular basis by monitoring adherence to budget and proforma. Ensure each project is positioned to hit key milestones, including equity installments and loan earn-outs, through applicable testing requirements or otherwise. Address performance-related issues with projects not meeting KPI's through monthly interdepartmental "watchlist" meetings. Present on the condition of Roers Companies LIHTC projects monthly to the executive and senior leadership teams through asset review meetings. Work with Capital Planning to create a Capital Plan for the project life cycle, then ensure it is followed or variances in the plan are communicated during budgeting season to leadership. Auditing process verified and in place to ensure the interests of the firm and investors are protected regarding compliance requirement across the portfolio. Assist in the facilitation of responses to governmental, equity, or lending agencies. Management of property insurance for the operating LIHTC portfolio (policy placement, policy renewals, monitoring of claims). Must be, or be prepared to become, a "market expert" in the new submarkets Roers Companies is developing projects within. Supervision of financial analyst(s) required. Ad hoc projects as necessary. Requirements: Education: Bachelor's degree in commercial real estate, finance, or related field. Experience and/or Training: 7+ years of experience in either multifamily asset management, property management, or a combination of both. Meaningful experience with low-income housing tax credit investments is required. Compliance experience within this discipline is also required. Proficient Microsoft Excel skills and the ability to learn new software quickly. Experienced in financial analysis, forecasting, and preparing reporting for upper-level management. Experience in a managerial position is required, or the demonstrated ability to be a leader of people. Competencies: Excellent communication skills, both verbal and written. Ability to work independently, remain organized, and prioritize many responsibilities with success. Highly motivated, driven, results-oriented individual who is a self-starter is preferred. The ability to travel approximately 20% of the time to projects is required. Ability to embrace company values: Passion, Integrity, Teamwork, Work Ethic, Ownership Mindset Compensation and Benefits for Asset Manager - LIHTC: Pay Range: $102,400 - $134,800 Compensation is determined by several factors that vary depending on the position, including the individual's experience, skills, and the knowledge they bring to the specific role. Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA • Family Leave - Paid birth & bonding leave • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability • Additional Voluntary Benefits - Life Insurance, AD&D, long-term disability, critical illness, and accident insurance • 401(K) - 3% company contribution, 100% vested after 2 years of employment • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement • Health and Wellness - fitness membership reimbursement program • Free stays in Roers' properties guest suites • Rent Discount - 20% discount for employees living in Roers Companies properties • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment • Charitable Match Program - Roers matches employee donations to charitable organizations • Professional Development Opportunities • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check and drug test. In order to be considered for this position, applicants must complete a survey at this link: Compensation details: 00 Yearly Salary PI3f4e64801c6c-4756

Job Description Job Description This position is responsible for the review and analysis of credit and financial information as well as industry economic data to verify continuing credit worthiness of customers in accordance with Primebank's lending operations. Essential Duties and Responsibilities Read, analyze and interpret business and personal financial statements and federal/state tax returns. Review credit in a range of industries and various types of commercial real estate. Such industries would include agricultural, CRE, general C&I, manufacturing, distribution, professional services, retail transportation and specialty business. Review loan files to ensure they qualify within the structure, documentation, and credit quality standards of the bank's Credit Policy and guidelines, ensuring the bank's collateral position is properly perfected. Present loan/credit files that do not meet the standards of the bank's credit policy, with a detailed explanation of the credit exceptions and the recommended action necessary to correct the deficiencies and improve the bank's position. Communicate directly with lenders to request correction of any minor documentation discrepancies or identified potential credit weakness and recommend alternatives for improving the credit and monitor follow-up action. Perform in-house evaluations by estimating the market value of land, residential and commercial properties; analyzing local and regional market trends; comparing properties to similar ones for sale or recently sold; and understanding economic conditions. Create a detailed evaluation report documenting the valuation process, findings and conclusions, including supporting data and analysis. Attendance is essential function of the job. Qualifications Education A bachelor's degree in accounting or related field preferred. Knowledge and Experience 1 -2 years of related banking/analysis experience and/or training. Skills and Abilities Ability to complete accurate financial analysis by compiling, categorizing, calculating, and auditing information and communicating the results. Excellent written and verbal communication skills. A self-starter who has the initiative and ability to work independently. Detail oriented, ability to read and understand information presented. Ability to manage workload by organizing and prioritizing tasks. Proficient with Microsoft Office Suite software. This position requires a selected candidate must pass a criminal history background check and have favorable credit history for bonding purposes.

Job Description Job Description Pay: $54,000.00 commission per year Job description: Have you ever wanted to be involved with Real Estate? Join Our Winning Team! For almost every piece of real estate sold, there is a mortgage attached. Most cannot pay cash for a home and need a professional to help them with financing options. Here is an opportunity for you to connect with the world of real estate without the burden of paying for your own license and building your own network. Become a Mortgage Originator. What We Offer: Competitive base salary + uncapped commission - your earning potential is in your hands! Comprehensive PAID training and ongoing mentorship to ensure your success. Company provided LEADS daily Career growth opportunities - we promote from within! A vibrant, high-energy work environment with a supportive team culture. Performance-based incentives, bonuses, and rewards. Comprehensive benefits: Medical, Dental, Vision, LTD, & 401(k) participation, paid time off Why Join Us? This is more than just a job - it's an opportunity to build a lucrative career with a company that values your hard work. If you're looking for a role where effort equals rewards , apply today and start your journey to financial and professional success! Ready to make your mark? Apply now! Reliance First Capital, LLC is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, national origin, gender, age, religion, disability, sexual orientation, veteran status, marital status, any other characteristics protected by law. NMLS# 58775 Job Type: Full-time Benefits: 401(k) 401(k) matching Dental insurance Employee discount Health insurance Paid time off Vision insurance Work Location: In person Company Description At Reliance First Capital our goal is to help homeowners and prospective homeowners receive the right mortgage for their specific financial goals. We achieve this by customizing home loan programs that match each of our client's unique needs and situation. We are an approved FHA, VA, Fannie Mae and Freddie Mac lender. And as direct lender, Reliance First Capital has the resources to deliver the right programs, fast approvals, speedy closings and, most importantly, deliver your money. So whether you're refinancing your current mortgage or you're purchasing a new home, the dedicated staff of mortgage professionals at Reliance First Capital will craft a custom-tailored mortgage that helps you achieve your goals. We have a wide range of home loan programs including FHA, conventional, VA, Jumbo, and more. And whether you have perfect credit or you're struggling with payments, the experienced mortgage analysts at Reliance First Capital will work with you to identify the programs you qualify for and design a mortgage that provides you the benefits you need. At Reliance First Capital, we welcome the opportunity to put our years of industry experience to work for you. Come RELY on Reliance First Capital for your home loans. Company Description At Reliance First Capital our goal is to help homeowners and prospective homeowners receive the right mortgage for their specific financial goals. We achieve this by customizing home loan programs that match each of our client's unique needs and situation. We are an approved FHA, VA, Fannie Mae and Freddie Mac lender. And as direct lender, Reliance First Capital has the resources to deliver the right programs, fast approvals, speedy closings and, most importantly, deliver your money. So whether you're refinancing your current mortgage or you're purchasing a new home, the dedicated staff of mortgage professionals at Reliance First Capital will craft a custom-tailored mortgage that helps you achieve your goals. We have a wide range of home loan programs including FHA, conventional, VA, Jumbo, and more. And whether you have perfect credit or you're struggling with payments, the experienced mortgage analysts at Reliance First Capital will work with you to identify the programs you qualify for and design a mortgage that provides you the benefits you need. At Reliance First Capital, we welcome the opportunity to put our years of industry experience to work for you. Come RELY on Reliance First Capital for your home loans.

Job Description Job Description ABOUT US At HR&A, we are problem solvers for cities. We guide decision-makers, including mayors and agency heads, real estate owners and developers, and non-profit leaders, to create impact when the stakes are high and the path forward isn't clear. We believe in creating vital places, building more equitable and resilient communities, and improving people's lives, from Los Angeles to Brooklyn. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former public officials, executive directors, planners, social scientists, lawyers, architects, and economists. HR&A has offices in Atlanta, Dallas, Los Angeles, the Bay Area, New York, Raleigh, and Washington D.C. THE PRACTICE The Housing Affordability Practice works at the state and community level to create and preserve homes that meet the needs of the community. We develop housing plans and strategies that address local housing needs and priorities. We design and implement solutions, from inclusionary zoning policies to affordable housing investment funds. And we underwrite and close housing transactions on behalf of mission-driven clients. This range of work, from planning to deal making, makes us better at designing policies and tools that work in practice. We enjoy understanding and working with the complexities of the housing market to advance the public good, in partnership with our clients. Plans: We create housing plans and strategies based on local needs and priorities. Most recently, we've created a housing plan that tackles affordability and climate resilience for Houston and Harris County and a regional strategy that responds to displacement challenges in Atlanta. Policies: We design and implement solutions, from inclusionary zoning policies to anti-displacement programs. We have studied the feasibility of office to residential conversions in Boston, social housing development in California, and rent control in New York. Transactions: We helped craft Amazon's Housing Fund, a $3.6 billion commitment to preserve existing housing and create inclusive developments through below-market loans and grants, and continue to serve as one of its underwriting partners. We also launched the $150 million Central New York Housing Fund, supporting over 2,500 new homes in the Syracuse region. Digital Tools: The Housing Affordability Practice developed HousingWeaver, a housing market analytics platform designed to help you understand your housing market, develop policies and programs to address the housing needs of your community and track the impact of those policies and programs over time. We have used it to set housing production goals for the State of Maine, evaluate the suitability of public land for affordable housing in the Puget Sound Region, and estimate the impact of changes in land use regulations Montgomery County, MD. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. THE ROLE HR&A is seeking a full-time Senior Analyst to be based in our Los Angeles or Bay Area office. Our analytical staff form the foundation of our team-oriented and collaborative structure and help to drive our data-driven approach to city building. Senior Analysts are early to mid career professionals with a Master's degree in Real Estate Development (MRED), Business Administration (MBA), Urban Planning, Economics, or a related field and 4-6 years of professional experience. At HR&A, Senior Analysts support both analysis and project management. They are expected to execute rigorous quantitative and qualitative analysis, develop the first draft of insights and deliverables using Word, PowerPoint, and Excel. They're also expected to help project managers lead the analytical team, prepare for client meetings, and review fellow analysts' work. Core skill sets of Housing Practice Senior Analysts include: Familiarity with real estate and housing market economics Housing policy and program analysis Residential market analysis Residential development modeling Demographic and economic data analysis Case study research Community engagement Desirable skill sets of Housing Practice Senior Analysts include: Preparation of real estate pro formas for market rate or affordable housing feasibility Ability to conduct detailed research of housing policies and programs Ability to synthesize analysis into succinct takeaways and actionable recommendations Conducting due diligence and underwriting for loans and investments in housing Portfolio-level analysis of housing products and investments Ability to proactively coordinate with colleagues and guide alignment on project expectations Data analytics using Python, R or other programs EXPERIENCE REQUIRED We are looking for candidates with strong quantitative and qualitative skills, a passion for urban development and housing and community development policy, and a deep curiosity about the challenges and opportunities facing cities today. Candidates should be highly motivated independent thinkers who are detail-oriented, entrepreneurial, and sufficiently poised for client interaction. Ideal Senior Analysts will bring a demonstrated capacity for active project team participation, leadership, critical thinking, creativity and other capabilities aligned with the roles and responsibilities described above, including: 4-6 years of experience in urban planning or development, housing policy, public administration, real estate finance, economic consulting, or a similar field Knowledge of California housing laws, regulations, and policies preferred Excellent written and verbal communication skills Proficiency with PowerPoint, Excel, and Word Ability to work on multiple assignments at once Bachelor's degree in a related field such as Real Estate, Finance, Urban Planning, Economics, or Public Policy Master's degree in Real Estate Development (MRED), Business Administration (MBA), Urban Planning, Economics, or a related field is preferred HYBRID WORK POLICY HR&A fosters a collaborative and flexible work environment through our hybrid work policy. Employees work from the office at least three days a week which allows individuals the freedom to balance their professional and personal lives while maintaining a strong connection to their teams. COMPENSATION The base salary range for this position is $105,100 - $122,673 , depending on experience, plus the opportunity for a discretionary year-end bonus. We offer a competitive compensation package, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm's growth over time through participation in our Employee Stock Ownership Plan. Each year. The firm contributes funds to this long-term wealth-building account and may make contributions to other employee retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, including dental and vision coverage. Paid time off allowances for illness, vacations, scheduled holidays, and family needs are also included. HOW TO APPLY HR&A is committed to attracting and retaining a talented, diverse, and high performing team of professionals dedicated to solving the challenges of urban life. Women, people of color, members of the LGBTQ+ community, individuals with disabilities, and veterans are strongly encouraged to apply. To apply, click here. Please submit your cover letter and your resume as a single PDF document. Applications without a cover letter will not be reviewed. As part of our ongoing work to build a hiring system that mitigates bias and is based on candidate merit and performance, we ask that you omit references to the undergraduate and graduate school you attended, but include your degrees earned (e.g., B.A. Economics). All qualified candidates will receive careful consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status, or any other basis as protected by federal, state, or local law. For more information, please contact us at . Powered by JazzHR Bc07WWxogx

Job Description Job Description Role: Senior Analyst, Asset Management Reporting to: Vice President, Asset Management Location: Brooklyn, NY Client Overview: Our Client is the operating platform for a landmark mixed-use development on Brooklyn's waterfront in New York City. This historic complex has undergone a $400M transformation, evolving into a vibrant hub for creative businesses and a central player in the city's innovation economy. The development involves an ambitious multi-phase repositioning to transform historic industrial buildings into a thriving environment for over 500 unique companies. Our Client is hands-on with all aspects of ownership, including development, management, leasing, and operations, and is dedicated to driving the development's ongoing success and ensuring it continues to fulfill its role as a major center of commerce and local employment. Role Overview: Our Client is seeking a talented and experienced Asset Manager to join them at the Senior Analyst level to manage their landmark mixed-use urban campus development. S/he should have a minimum of 2 years of progressive experience in real estate asset management, preferably within commercial or institutional settings. The Asset Management Senior Analyst will be responsible for maximizing real estate value by developing and executing business plans on assigned real estate projects and providing institutional-quality reporting to assist in strategic decision-making across the organization. This person will work in a fast-paced and demanding environment. The ideal candidate will be self-motivated and an independent thinker. Key Responsibilities: Develop and execute strategies to enhance property performance and increase revenues. Analyze financial data, including budgets, forecasts, and cash flow projections, to identify opportunities for improvement and cost-saving measures. Underwrite and provide credit analysis for lease transactions. Maintain, refresh, and reforecast internal ARGUS cash flow projections. Prepare comprehensive reports and presentations for the partnership, investors, and senior management, highlighting key performance indicators, financial metrics, and strategic recommendations. Support the production of both the annual business plan and budget. Monitor market conditions, competitor activities, and industry trends to identify emerging opportunities and threats. Update and manage Asset Management property level cashflow and business segment reporting. Assist in capital markets initiatives, including managing relationships and communication with lenders. Qualifications: 2+ years of experience working for an institutional quality Real Estate investor, lending institution, or Real Estate Investment Trust. MBA candidates are encouraged to apply. Ability to generate complex reports and synthesize large data sets in Microsoft Excel Knowledge of how to leverage VLOOKUP/HLOOKUP, INDEX & MATCH, SUMIF(S), COUNTIF(S), PMT, XIRR, and XNPV functions in Excel to optimize efficiency of reporting. Argus Enterprise experience required; Certification preferred. Strong analytical skills and quantitative skills. Ability to prioritize workload and operate autonomously. Highly organized, motivated, and able to multi-task effectively in a deadline-driven environment while maintaining strict attention to detail. Effective presentation and communication skills, both verbal and written

Job Description Job Description Jamestown Job Description POSITION/LEVEL: Senior Analyst, Asset Management FLSA: Exempt LOCATION: Atlanta DATE: June 2026 Company Overview: Jamestown is a globally designed-focused real estate investment and management firm with a long track record of transforming spaces into innovation hubs and community centers. With offices across the United States, Europe, and Latin America, Jamestown manages and develops iconic mixed-use, retail, office, and experiential real estate assets. Current and previous projects include One Times Square, Chelsea Market, Industry City, Ponce City Market, Ghirardelli Square, and other landmark destinations around the world. Job Summary: Jamestown is seeking an Asset Management Senior Analyst to support the Asset Management team in executing business plans, analyzing property performance, and driving value creation initiatives across a portfolio of real estate assets. This role work closely with Acquisitions, Capital Markets, Development, Legal, Marketing, Property Management, and other operating teams, proving exposure to multiple facets of the real estate investment business. Minimum Qualifications Required: Bachelor's or Master's degree in Real Estate, Finance, or a related field of study from an accredited institution; and Three or more years of related experience.; and Working knowledge of real estate and financial analysis, including advanced Excel modeling and proficiency in Argus; or Any combination of education, training and experience which provides the required knowledge, skills, and abilities to perform the essential functions of the job. Essential Job Functions: Build and maintain financial models in Excel and Argus as directed by senior professionals for existing portfolio assets Report on property performance and evaluate quarterly appraisals Produce annual strategic business plans and work with property team to produce annual budget and future cashflow projections for existing portfolio assets Assist with the lease negotiation process for prospective tenants and conduct lease analyses Evaluate the feasibility and upside opportunity associated with potential value-add projects at the property Contribute to the production of Investment Committee memoranda Review and abstract governing documents, including: partnership agreements, loan agreements, leases or other legal documents, as requested. Assist in conducting market research as requested, including building lease and sales comparable spreadsheets and maps Assist in the production and execution of marketing events held at a portfolio property Create and maintain network file folders, and organize pertinent asset-related documents within Solicit bids and coordinate service work from third-party vendors and service providers Accompany senior professionals on various trips to existing portfolio assets If applicable, work with senior professionals on capital transactions including the financing/refinancing or disposition of an existing portfolio asset Required Knowledge and Skills: Knowledge of: Financial analysis Real Estate Advanced Excel modeling Argus Skills: Organizational and interpersonal skills The ability to meet deadlines, accomplish work in order of priority; professionally maintain composure & effectiveness under pressure and changing conditions Self-motivation, leadership, teamwork and collaboration. Detail oriented, logical, and methodical approach to problem solving Exceptional written and verbal communication

Job Description Job Description Senior Analyst, Real Estate Serving the needs of all families with young children, Carter's Inc. is the largest North American apparel retailer exclusively for babies and young children, encompassing Carter's, OshKosh B'gosh, Skip Hop and Little Planet brands. Meaningful work, constant learning, genuine people, and a community guided by core values that promote inclusion and innovation is in everything we do. There are many reasons to build your career at Carter's. How you'll make an impact: The Real Estate Analyst supports the company's growth by analyzing data and helping the team make informed decisions about store locations and performance. This role works closely with real estate, finance, and other teams to provide insights and reporting across a multi-store portfolio. This role reports to the Sr. Director, Real Estate Strategy & Analytics Real Estate Support (50%): Provide data driven insights for North American real estate portfolio (store fleet) Support store optimization through data and advanced analytics (proprietary regression model) Preparation of strategic real estate data for quarterly business reviews and information for earnings call / Board of Directors and deck for monthly Portfolio Management Committee meetings. Ad hoc requests to support the forecasting, planning, and analysis of the Company's real estate portfolio Real Estate Analysis (50%) Prepare analyses and presentations for the monthly portfolio review and new store opportunities Pipeline Management via reporting and Costar Landlord portfolio analysis Management of real estate pipeline reporting including interaction with finance, accounting, and legal Updating and maintenance of quarterly fleet performance reports shared across Carters Ability to adapt data into storytelling and adjust to various audiences We'd Love to hear from you if: 3+ years in financial analysis, real estate analysis or related retail analysis Bachelor's in Business, Statistics, Mathematics, Economics, Real Estate, or related field Strong communication and data storytelling skills- convert complex analytical findings into clear, impactful messages Proficient in Excel, SQL or Power BI tools; CoStar, mapping proficiency with GIS platforms a plus Demonstrated ability to collaborate broadly across an organization on large-scale analyses and cross functional teams Strong written & verbal communication skills, general understanding of Retail KPI's and FP&A terminology Excellent attention to detail Working knowledge of Real Estate Finance Proformas with understanding of financial definitions Self-motivated and intellectually curious - seeks opportunities to improve analysis and the business without being asked Assisting in administrative functions to manage and complete presentations Preferred skills and experience: Experience working closely with Finance and Store Operations teams, excellent communication skills and the ability to work effectively across all levels and teams within the company. Make a career at Carter's: Career Development: Success starts from within, and we have several paths from which you can choose to enhance your career evolution. From Carter's University to Toastmasters to mentorship programs and more, we encourage you to utilize these tools to elevate your professional prowess. NOTE: This job description is not intended to be all-inclusive. The duties described may be changed or reassigned at the discretion of management, and the employee may be required to perform duties that are not listed in the job description. Carters is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by federal, state, or local law.

Description: Roers Companies is seeking an energetic, dedicated Asset Manager - LIHTC to join our team in Plymouth, MN! About Us Roers Companies is a multi-year USA Today Top Workplace and national leader in multifamily real estate, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing quality homes in high-demand neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4.5 billion in real estate, representing 16,000+ homes across the U.S. In 2026, the company is ranked nationally among the Inc. 5000 fastest-growing private companies (No. 218), NMHC top 25 multifamily builders (No. 25) and developers (No. 19) and the AHF top affordable housing developers (No. 5). Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential. About You You're passionate about your work and driven to achieve ambitious goals. You step up when the team needs an extra hand and aren't afraid to ask for help when you need it. You make smart decisions because you get the big picture and ace the little details. In other words, you share our corporate values - passion, work ethic, teamwork, integrity, and ownership mindset. Responsibilities Development of Asset Management plans for all Roers Companies LIHTC assets. Monitor the lease-up process of LIHTC assets in the Roers Companies portfolio, ensuring adherence to proforma and compliance with all applicable regulations (working with the internal compliance team). Coordinate and conduct periodic site inspections, whether Roers Companies internal process, or accommodating third party requests. Review and approval of annual operating budgets, also ensuring they are delivered to project partners on time. Monitor and evaluate financial performance of each asset on a regular basis by monitoring adherence to budget and proforma. Ensure each project is positioned to hit key milestones, including equity installments and loan earn-outs, through applicable testing requirements or otherwise. Address performance-related issues with projects not meeting KPI's through monthly interdepartmental "watchlist" meetings. Present on the condition of Roers Companies LIHTC projects monthly to the executive and senior leadership teams through asset review meetings. Work with Capital Planning to create a Capital Plan for the project life cycle, then ensure it is followed or variances in the plan are communicated during budgeting season to leadership. Auditing process verified and in place to ensure the interests of the firm and investors are protected regarding compliance requirement across the portfolio. Assist in the facilitation of responses to governmental, equity, or lending agencies. Management of property insurance for the operating LIHTC portfolio (policy placement, policy renewals, monitoring of claims). Must be, or be prepared to become, a "market expert" in the new submarkets Roers Companies is developing projects within. Supervision of financial analyst(s) required. Ad hoc projects as necessary. Requirements: Education: Bachelor's degree in commercial real estate, finance, or related field. Experience and/or Training: 7+ years of experience in either multifamily asset management, property management, or a combination of both. Meaningful experience with low-income housing tax credit investments is required. Compliance experience within this discipline is also required. Proficient Microsoft Excel skills and the ability to learn new software quickly. Experienced in financial analysis, forecasting, and preparing reporting for upper-level management. Experience in a managerial position is required, or the demonstrated ability to be a leader of people. Competencies: Excellent communication skills, both verbal and written. Ability to work independently, remain organized, and prioritize many responsibilities with success. Highly motivated, driven, results-oriented individual who is a self-starter is preferred. The ability to travel approximately 20% of the time to projects is required. Ability to embrace company values: Passion, Integrity, Teamwork, Work Ethic, Ownership Mindset Compensation and Benefits for Asset Manager - LIHTC: Pay Range: $102,400 - $134,800 Compensation is determined by several factors that vary depending on the position, including the individual's experience, skills, and the knowledge they bring to the specific role. Roers offers a comprehensive benefits & perks package to full-time employees which may include: • Health Plans - Medical, dental, vision, FSA, and HSA • Family Leave - Paid birth & bonding leave • Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability • Additional Voluntary Benefits - Life Insurance, AD&D, long-term disability, critical illness, and accident insurance • 401(K) - 3% company contribution, 100% vested after 2 years of employment • Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement • Health and Wellness - fitness membership reimbursement program • Free stays in Roers' properties guest suites • Rent Discount - 20% discount for employees living in Roers Companies properties • Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment • Charitable Match Program - Roers matches employee donations to charitable organizations • Professional Development Opportunities • Employee Assistance Programs Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please click to see the Right to Work and E-Verify Participation posters. Candidates will be required to pass a criminal background check and drug test. In order to be considered for this position, applicants must complete a survey at this link: Compensation details: 00 Yearly Salary PIf21a98fa5a8d-4756

Job Title Vice President, Commercial Insurance Reports To Senior Vice President, Commercial Insurance FLSA Status Exempt Department Insurance Job Purpose The Armada Insurance team understands the importance of comprehensive insurance reviews and 100% compliance with lender and investor requirements. We provide the rapid turnaround required in today's fast-paced real estate market. The Vice President (VP) leads the oversight of the assigned Insurance Analysts team members with a high level of interaction and communication between client, management, and team members. The workflow must be monitored to ensure staff is adequately utilized. In addition, the VP must be able to work independently and effectively within a fast-paced environment while also managing complex assigned deals and special projects. The VP serves as a key member of the Insurance leadership team and partners closely with Senior Vice President to develop and execute strategies that drive revenue growth, operational scalability, client satisfaction, and employee engagement. This role is accountable for ensuring best-in-class insurance review services, maintaining compliance with lender and investor requirements, building strong client relationships, and developing a high-performing team capable of supporting the company's long-term growth objectives. Duties and Responsibilities Provide oversight of Commercial Insurance Pre-Close and Annual Renewal operations. Ensure timely, accurate, and compliant delivery of insurance review services to clients. Drive continuous improvement initiatives designed to enhance efficiency, quality, and profitability. Oversee quality assurance programs and ensure corrective actions are implemented when necessary. Lead, mentor, and develop department team managers. Ensure all insurance review activities comply with lender, investor, regulatory, and company requirements. Oversee reviews of insurance ACORD forms to ensure compliance with lender and investor standards. Participate in special projects based on directions of the SVP. Review of ACORD insurance forms and/or insurance policies for acceptability of investor/lender insurance requirements pertaining to commercial real estate loan origination and ongoing compliance monitoring. Based on findings from ACORD form compared to lender requirements, contact insurance agents to adjust coverage to acceptable levels ensure insurance policies are compliant to lender and investor requirements. Ensure that loan reviews are completed timely and accurately to meet lender target rate lock and closing dates. Perform quality control reviews and ensure appropriate corrective action is taken. Drive consistent revenue growth by meeting or surpassing assigned production benchmarks Attend senior leadership meetings that are focused on company initiatives and assist with execution of initiatives as directed by SVP. Minimum Qualifications Bachelor's degree in Business, Insurance, Finance, Risk Management, or related field.10+ years of commercial property and casualty insurance experience, with significant experience in commercial real estate insurance review operations.7+ years' experience working with commercial lenders, loan servicers, insurance carriers, or brokerages.Demonstrated success leading operational growth, process improvement, and client service initiatives.Strong knowledge of investor and lender insurance requirements for commercial real estate lending.Expertise in Fannie Mae, Freddie Mac, FHA, CMBS, and Balance Sheet insurance requirements. Preferred Qualifications Master's degree in Business Administration (MBA) or related discipline.Professional insurance designation such as CPCU, ARM, CIC, CRM, or equivalent.Experience leading remote and geographically dispersed teams. Critical Competencies Ability to interface with all levels of employees, corporate, groups, and department management.Excellent written and verbal communication skills.Decision-making and sound judgment.Understands the significance of a company's culture and its power to drive success.Strong influencing skills.Coaching capabilities.Embraces diversity.Strong attention to detail, organizational skills, and the ability to set and meet deadlines in a fast-paced environment.Demonstrated ability to manage a team.Self-motivated and able to work independently without close supervision.Ability to work across disciplines to generate new processes and/or resolve issues.Proven ability to successfully prioritize multiple tasks and allocate resources to meet goals.Highly effective project management and time management skills.Proficient with Microsoft Office Suite or similar software.Strong interpersonal skills and team building skills required.Ability to work remotely and oversee/manage remote employees.Ability to travel to the corporate office, as needed, to participate in projects and/or meet business needs. Working conditions This position works in an office and/or remote environment and periodic 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. PI0afa6-

Job Description Job Description ABOUT US HR&A Advisors, Inc. (HR&A) is an employee-owned company advising public, private, non-profit, and philanthropic clients on how to increase opportunity and advance quality of life in cities. We believe in creating vital places, building equitable and resilient communities, and improving people's lives. From Brooklyn to London, Medellin to Hong Kong, we have guided hundreds of clients in transforming real estate and economic development concepts, and public infrastructure, first into actionable plans and then into job-producing, community-strengthening assets. Our clients include real estate owners and investors, hospitals and universities, cultural institutions and philanthropies, community development organizations, and governments. HR&A has offices in Atlanta, Dallas, Los Angeles, New York, Raleigh, Washington D.C. and the Bay Area. We come from diverse backgrounds, have a breadth of lived experience, and share a passion for cities. We are former city officials, executive directors, planners, lawyers, architects, and economists. Hear more about the HR&A experience from our staff. Learn more about careers at HR&A on our website here. ABOUT YOU You have a passion for urban development and policy, strong quantitative and qualitative skills, and a deep curiosity about the challenges and opportunities facing cities today. You are excited to dive into projects that help our clients solve the difficult challenges cities face today, and to build upon your skillset and interest in real estate and economic development. THE ROLE HR&A is seeking to hire a Research Analyst, Real Estate , to work out of our Los Angeles office . The Research Analyst role is an entry-level position for professionals with 0-2 years of professional experience. Day-to-day tasks range from project to project, and often include: Real estate market analysis Quantitative analysis in Excel, including real estate-focused financial analysis Statistical analysis and econometrics Case study research Demographic and economic data analysis Public policy analysis Drafting proposals for new projects Producing marketing materials Crafting client deliverables in the form of written reports, memos, and PowerPoint presentations Analytic staff form the foundation of our team-oriented and collaborative structure and help to drive our data-focused approach to city building. This position offers significant opportunity for growth. HR&A consultants are often generalists but have the opportunity to specialize over time. Many of HR&A's senior staff started as Research Analysts. EXPERIENCE REQUIRED Successful candidates will bring strong quantitative and qualitative skills as well as a demonstrated capacity for critical thinking and creativity as well as other capabilities aligned with the role and responsibilities described above, including: 0-2 years of full-time experience in urban planning or development, real estate finance, economics, statistics, public administration, or a similar field Excellent written and verbal communication skills, including experience preparing written reports, presentations as well as agendas and meeting notes Proficiency in common AI tools (i.e., LLMs like ChatGPT) and understanding of best practices for responsible use, citation and incorporation into research and other tasks Understanding of limitations of AI tools and demonstrated ability to independently verify data and AI outputs Demonstrated interest in using emerging AI tools to accelerate data analysis, deliverable production and other specialized methodologies Ability to learn quickly Open to giving and receiving feedback Ability to successfully multi-task and manage multiple assignments at once Superb attention to detail, delivering accurate and error-free work Capacity for independent thinking Self-starter Bachelor's degree in a related field such as Real Estate, Finance, Urban Planning, Economics, Statistics, or Public Policy preferred HYBRID WORK POLICY HR&A fosters a collaborative and flexible work environment through our hybrid work policy. Employees work from the office at least three days a week, which allows individuals the freedom to balance their professional and personal lives while maintaining a strong connection to their teams. COMPENSATION The base salary range for this position is $71,800 - $79,825, plus the opportunity for a discretionary year-end bonus. Where an offer falls inside this pay range is dependent on experience. We offer competitive compensation packages, based on qualifications and experience. We are an employee-owned company, meaning you will have the opportunity to benefit from the firm's growth over time through participation in our Employee Stock Ownership Plan. Each year, the firm will contribute funds to this long-term wealth-building account and may make contributions to other retirement accounts. We also provide a comprehensive benefits package that goes well beyond coverage of 90-95% of healthcare premiums, including dental and vision coverage. HOW TO APPLY HR&A is committed to attracting and retaining a talented, diverse, competitive team of professionals dedicated to solving the challenges of urban life. Women, people of color, members of the LGBTQ community, individuals with disabilities, and veterans are strongly encouraged to apply. To apply, click here. Please submit your cover letter and your resume as a single PDF document. Applications without this requested cover letter will not be reviewed. As part of our ongoing work to build a hiring system that mitigates bias and is based on candidate merit and performance, we ask that you submit a version of your resume that has your school information removed. Please list your degree, e.g., B.A. Economics; however, remove all references to undergraduate and graduate schools you have attended. All qualified candidates will receive consideration for employment without regard to their race, religion, ancestry, national origin, sex, sexual orientation, gender identity or expression, age, disability, marital status, medical condition, veteran status or any other basis as protected by federal, state, or local law. For more information, please contact us at . Powered by JazzHR Ma1YoqlgoV

Job Title Vice President, Commercial Insurance Reports To Senior Vice President, Commercial Insurance FLSA Status Exempt Department Insurance Job Purpose The Armada Insurance team understands the importance of comprehensive insurance reviews and 100% compliance with lender and investor requirements. We provide the rapid turnaround required in today's fast-paced real estate market. The Vice President (VP) leads the oversight of the assigned Insurance Analysts team members with a high level of interaction and communication between client, management, and team members. The workflow must be monitored to ensure staff is adequately utilized. In addition, the VP must be able to work independently and effectively within a fast-paced environment while also managing complex assigned deals and special projects. The VP serves as a key member of the Insurance leadership team and partners closely with Senior Vice President to develop and execute strategies that drive revenue growth, operational scalability, client satisfaction, and employee engagement. This role is accountable for ensuring best-in-class insurance review services, maintaining compliance with lender and investor requirements, building strong client relationships, and developing a high-performing team capable of supporting the company's long-term growth objectives. Duties and Responsibilities Provide oversight of Commercial Insurance Pre-Close and Annual Renewal operations. Ensure timely, accurate, and compliant delivery of insurance review services to clients. Drive continuous improvement initiatives designed to enhance efficiency, quality, and profitability. Oversee quality assurance programs and ensure corrective actions are implemented when necessary. Lead, mentor, and develop department team managers. Ensure all insurance review activities comply with lender, investor, regulatory, and company requirements. Oversee reviews of insurance ACORD forms to ensure compliance with lender and investor standards. Participate in special projects based on directions of the SVP. Review of ACORD insurance forms and/or insurance policies for acceptability of investor/lender insurance requirements pertaining to commercial real estate loan origination and ongoing compliance monitoring. Based on findings from ACORD form compared to lender requirements, contact insurance agents to adjust coverage to acceptable levels ensure insurance policies are compliant to lender and investor requirements. Ensure that loan reviews are completed timely and accurately to meet lender target rate lock and closing dates. Perform quality control reviews and ensure appropriate corrective action is taken. Drive consistent revenue growth by meeting or surpassing assigned production benchmarks Attend senior leadership meetings that are focused on company initiatives and assist with execution of initiatives as directed by SVP. Minimum Qualifications Bachelor's degree in Business, Insurance, Finance, Risk Management, or related field.10+ years of commercial property and casualty insurance experience, with significant experience in commercial real estate insurance review operations.7+ years' experience working with commercial lenders, loan servicers, insurance carriers, or brokerages.Demonstrated success leading operational growth, process improvement, and client service initiatives.Strong knowledge of investor and lender insurance requirements for commercial real estate lending.Expertise in Fannie Mae, Freddie Mac, FHA, CMBS, and Balance Sheet insurance requirements. Preferred Qualifications Master's degree in Business Administration (MBA) or related discipline.Professional insurance designation such as CPCU, ARM, CIC, CRM, or equivalent.Experience leading remote and geographically dispersed teams. Critical Competencies Ability to interface with all levels of employees, corporate, groups, and department management.Excellent written and verbal communication skills.Decision-making and sound judgment.Understands the significance of a company's culture and its power to drive success.Strong influencing skills.Coaching capabilities.Embraces diversity.Strong attention to detail, organizational skills, and the ability to set and meet deadlines in a fast-paced environment.Demonstrated ability to manage a team.Self-motivated and able to work independently without close supervision.Ability to work across disciplines to generate new processes and/or resolve issues.Proven ability to successfully prioritize multiple tasks and allocate resources to meet goals.Highly effective project management and time management skills.Proficient with Microsoft Office Suite or similar software.Strong interpersonal skills and team building skills required.Ability to work remotely and oversee/manage remote employees.Ability to travel to the corporate office, as needed, to participate in projects and/or meet business needs. Working conditions This position works in an office and/or remote environment and periodic 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. PIb897acd5-

Job Title Commercial Insurance Analyst II Reports To Senior Insurance Analyst FLSA Status Exempt Department Insurance Job Purpose The Armada Insurance team understands the importance of comprehensive insurance reviews and 100% compliance with lender and investor requirements. We provide the rapid turnaround required in today's fast-paced real estate market. The Insurance Analyst II position is responsible for acting in the most timely, efficient, and accurate manner to protect the interest of lenders/investors related to completing pre-closing compliance insurance reviews for commercial real estate lenders. The person in this position will work closely with insurance agents and brokers to ensure the insurance policies comply with the insurance requirements of the commercial lenders and investors. This position will work independently with support from a Senior Insurance Analyst and/or AVP to address deal-related questions pertaining to pre-closing and compliance insurance reviews for commercial real estate lenders. Duties and Responsibilities Accurately conduct reviews of ACORD insurance forms for acceptability of investor/lender insurance requirements pertaining to commercial real estate loan origination. Contact insurance agents by phone and/or email to adjust coverage to acceptable levels and/or submit insurance waiver requests to commercial lenders and investors.Develop and write a thorough insurance review report for clients utilizing Armada's report-development software. Interact with internal departments as needed to resolve any issues or discrepancies related to insurance. Ensure that loan reviews are completed timely and accurately to meet lender target rate lock and closing dates. Perform peer-to-peer quality control reviews.The Analyst II will assist with training new hires.Drive consistent revenue growth by meeting or surpassing assigned production benchmarksOversee and manage the monitoring of insurance renewals for an assigned portfolio of loans. Minimum Qualifications High-school diploma or GED equivalent. 3-5 years of commercial property & casualty insurance experience.3-5 years of experience in commercial real estate insurance reviews for lenders.Loan document review and interpretation experience.Excellent verbal and written communication skills, as well as a high degree of analytical ability.Ability to work in high volume/deadline driven environment, with strong ability to prioritize workload.Be able to identify exceptions to policy and complete waiver requests when required. Experience in analyzing blanket insurance policies for commercial real estate properties.Willingness to learn and apply on-the-job education to work assignments.Ability to work in a fast-paced environment.Be able to communicate clearly and effectively in e-mail, phone, and virtual settings. Proficient in Microsoft Excel, Word, Adobe, and Outlook. Strong problem solving and time management skills.Strong planning and organizational skills. Team player and reliable individual. Preferred Qualifications BA or BS in insurance, finance, or related field. Insurance related certification or designation.Commercial loan servicing experience.Commercial insurance agency or insurance carrier work experience. Be able to manage multiple assignments at any given time.Experience in Salesforce or other similar workflow management tools. Experience in commercial real estate insurance reviews for Fannie Mae, Freddie Mac, FHA, or balance sheet multifamily lenders. Experience in a customer-service based atmosphere. 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. Proficient with 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 take initiative and make thoughtful decisions. Highly effective time management skills. Attention to detail. Working conditions This position is in an office or remote environment. 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. PI8cf9a30a92ac-1948

Description: Position Summary The Commercial Portfolio Manager II is responsible for the independent management and administration of assigned C&I commercial relationships. This role partners closely with Commercial Relationship Managers and Credit Administration to support portfolio quality, identify emerging risks and deliver responsive service to borrowers. The Commercial Portfolio Manager II performs independent credit analysis, manages routine and moderately complex portfolio relationships, and serves as a primary portfolio contact for assigned borrowers. This role specializes in commercial and industrial (C&I) lending relationships, partnering with Commercial Relationship Managers to analyze business operations, cash flow, working capital needs and borrowing structures that support operating companies across a variety of industries. Essential Job Responsibilities The essential functions include, but are not limited to: Independently manages assigned portfolio relationships and ongoing servicing requirements. Monitors portfolio performance, covenant compliance, financial reporting requirements, and credit quality. Evaluates emerging risks and recommends risk rating changes and corrective actions when appropriate. Ensures portfolio compliance with Bank policies, procedures, and regulatory requirements. Performs independent financial statement analysis, cash flow analysis, global cash flow analysis, working capital analysis and credit risk assessment. Evaluates business operating performance, liquidity, leverage, and repayment capacity to identify emerging credit risks. Assists in structuring and underwriting commercial and industrial lending facilities, including lines of credit, equipment financing, owner-occupied commercial real estate, and other commercial loan products. Prepares annual reviews, renewals, modifications, and credit approval packages for assigned relationships. Assists in structuring credit facilities and developing recommendations for routine and moderately complex transactions. Develops i ndustry, borrower, and business-specific risk assessments to support credit decisions. Serves as the primary portfolio contact for assigned borrowers regarding financial reporting, covenant compliance, renewals, and servicing matters. Participates in customer meetings and site visits and supports relationship development efforts. Coordinates with Commercial Relationship Managers to identify opportunities to strengthen customer relationships. Assists in evaluating and underwriting new commercial and industrial credit opportunities. Prepares term sheets, commitment letters, and supporting documentation for new and existing relationships. Supports portfolio growth initiatives through proactive borrower engagement and relationship support. Provides guidance and support to less experienced Portfolio Managers and analysts. Demonstrates increasing expertise in commercial credit, portfolio management, and relationship management practices. Knowledge, Skill & Abilities Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred. Minimum three (3) to six (6) years of commercial banking, credit analysis, portfolio management, or related experience. Strong knowledge of commercial credit underwriting, financial statement analysis, cash flow analysis, working capital analysis, and loan documentation. Knowledge of commercial and industrial lending structures, revolving lines of credit, borrowing base concepts, and business operating cycles preferred. Ability to independently evaluate borrower performance and credit risk. Strong written and verbal communication skills. Strong relationship management and customer service skills. Ability to manage multiple priorities with limited supervision. Preferred Experience Experience supporting commercial and industrial loan portfolios in a community or regional banking environment. Experience analyzing operating companies across a variety of industries. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range Disclosure The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: .28 Yearly Salary PIc7fa8c07a6f7-0512

Description: Position Summary The Commercial Portfolio Manager II is responsible for the independent management and administration of assigned C&I commercial relationships. This role partners closely with Commercial Relationship Managers and Credit Administration to support portfolio quality, identify emerging risks and deliver responsive service to borrowers. The Commercial Portfolio Manager II performs independent credit analysis, manages routine and moderately complex portfolio relationships, and serves as a primary portfolio contact for assigned borrowers. This role specializes in investor and owner-occupied commercial real estate relationships by evaluating property performance, collateral quality, lease activity, and market conditions affecting commercial real estate portfolios. Essential Job Responsibilities The essential functions include, but are not limited to: Independently manages assigned portfolio relationships and ongoing servicing requirements. Monitors portfolio performance, covenant compliance, financial reporting requirements, and credit quality. Evaluates emerging risks and recommends risk rating changes and corrective actions when appropriate. Ensures portfolio compliance with Bank policies, procedures, and regulatory requirements. Performs independent financial statement analysis, cash flow analysis, global cash flow analysis, commercial real estate cash flow analysis, and credit risk assessment. Analyzes property operating statements, rent rolls, occupancy trends, debt service coverage, and collateral performance to evaluate credit quality. Assists in structuring and underwriting commercial real estate lending transactions, including owner-occupied, investor, acquisition, refinance, and construction lending opportunities. Prepares annual reviews, renewals, modifications, and credit approval packages for assigned relationships. Assists in structuring credit facilities and developing recommendations for routine and moderately complex transactions. Develops market, property, and borrower-specific risk assessments to support credit decisions. Serves as the primary portfolio contact for assigned borrowers regarding financial reporting, covenant compliance, renewals, and servicing matters. Participates in customer meetings and site visits and supports relationship development efforts. Coordinates with Commercial Relationship Managers to identify opportunities to strengthen customer relationships. Assists in evaluating and underwriting new commercial real estate lending opportunities. Prepares term sheets, commitment letters, and supporting documentation for new and existing relationships. Supports portfolio growth initiatives through proactive borrower engagement and relationship support. Provides guidance and support to less experienced Portfolio Managers and analysts. Demonstrates increasing expertise in commercial credit, portfolio management, and relationship management practices. Knowledge, Skill & Abilities Bachelor's Degree in Finance, Accounting, Business Administration, Economics, or related field preferred. Minimum three (3) to six (6) years of commercial banking, credit analysis, portfolio management, or related experience. Strong knowledge of commercial credit underwriting, financial statement analysis, cash flow analysis, commercial real estate underwriting principles, and loan documentation. Knowledge of commercial real estate valuation concepts, lease analysis, debt service coverage, collateral evaluation, and commercial real estate market fundamentals preferred. Ability to independently evaluate borrower performance and credit risk. Strong written and verbal communication skills. Strong relationship management and customer service skills. Ability to manage multiple priorities with limited supervision. Preferred Experience: Experience supporting commercial real estate loan portfolios, including investor and owner-occupied properties. Experience analyzing commercial property cash flow, rent rolls, appraisals and collateral performance. Physical Demands This position is an office-based position in terms of physical demand. Employees are expected to be able to operate their fingers and hands to perform functions such as typing, writing, and filing. Employees must also be able to move throughout the office with ease while also being able to sit for extended periods of time. Employees must be able to see and hear in an office setting that does include much noise going on around one's workspace. While this job is mainly clerical, there are instances in which employees must be able to transport up to 20 pounds. Note The above is a description of the ordinary duties of the position. It should be expected that from time-to-time other duties (both related and unrelated to the above) may be assigned and are therefore required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range Disclosure The pay range for this position is based on the lowest to highest salary we reasonably and in good faith expect to pay for this position at the time of this posting. Actual pay will depend upon several factors including, but not limited to, relevant education, qualifications, certifications, experience, business or organizational needs, affordability and market pay. The posted range may be modified in the future as market data or organizational priorities change. This position is not subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all applicants for employment who will be engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. North Easton Savings Bank is dedicated to being an equal opportunity workplace. To reach and maintain this goal, the Bank strictly prohibits harassment and discrimination based on gender, sex, race, ethnic background, age, physical disability, mental disability, and anything else protected by law. North Easton Savings Bank welcomes diversity and we believe that diversity is the root of successful teams and an overall successful workplace. Requirements: Compensation details: .28 Yearly Salary PI-0548

Description: TrustBank is seeking an accomplished Senior Credit Officer to serve as a strategic leader within our organization and a trusted partner to the Chief Credit Officer. This individual will lead the credit analyst function, provide expert guidance on complex lending relationships, and help build the processes, talent, and infrastructure necessary to support a growing and evolving Credit Department. Ideal candidates will possess exceptional commercial credit skills, strong leadership capabilities, and a desire to influence the future direction of credit administration and management within a relationship-focused community bank. JOB DESCRIPTION JOB TITLE: AVP/SENIOR CREDIT OFFICER DEPARTMENT: CREDIT REPORTS TO: VP/CHIEF CREDIT OFFICER FLSA STATUS: EXEMPT TYPE OF POSITION: FULL-TIME JOB SUMMARY The Senior Credit Officer serves as a key leader within the Credit Department and is a strategic partner to the Chief Credit Officer. This role is responsible for overseeing the credit analyst function, ensuring high-quality underwriting and risk assessment practices, and supporting the continued development of the Bank's credit risk framework. The position plays an integral role in building a scalable, high-performing Credit Department through talent development, process improvement, and effective risk management. The Senior Credit Officer independently evaluates complex lending relationships, provides recommendations regarding credit quality and risk ratings, and collaborates with lending teams to support sound credit decisions that align with the Bank's risk appetite and growth objectives. PRIMARY DUTIES AND RESPONSIBILITIES (Other duties may be assigned.) Credit Risk Management • Analyze complex commercial, agricultural, consumer, and real estate lending relationships to evaluate overall credit quality and repayment capacity. • Review financial statements, tax returns, collateral documentation, appraisals, and market data to identify risks and opportunities. • Prepare comprehensive credit presentations that support informed lending decisions. • Recommend risk ratings in accordance with Loan Policy and established credit grading standards. • Identify emerging portfolio risks and recommend appropriate mitigation strategies. • Participate as a non-voting member of Loan Committee meetings. • Oversee the annual loan review, appraisal and environmental review, and loan reporting programs and initiatives. Team Leadership • Lead, mentor, and develop the credit analyst team to promote consistent, high-quality underwriting and professional growth. • Manage departmental workflow, establish priorities, and allocate resources to ensure timely completion of credit requests. • Partner with the Chief Credit Officer in performance management, talent acquisition, succession planning, and staff development initiatives. Department Development and Strategic Initiatives • Partner with the Chief Credit Officer and senior management to strengthen and expand the Bank's Credit Department. • Develop and enhance operating procedures, quality control practices, and reporting processes. • Lead initiatives that improve efficiency, consistency, scalability, and effectiveness within the credit review process. • Assist in establishing departmental goals, performance metrics, and service standards. • Evaluate and leverage technology, data analytics, automation, and authorized artificial intelligence tools to improve underwriting efficiency and risk monitoring while maintaining sound credit judgment and regulatory compliance. Collaboration and Compliance • Build effective partnerships with loan officers, lenders, credit analysts, auditors, loan review personnel, and senior management. • Support annual loan review activities and regulatory examination preparation as needed. • Ensure adherence to internal policies, lending regulations, and risk management standards. • Recognize and appropriately escalate suspicious or unusual activities in accordance with Bank compliance requirements. • Complete special projects and other assignments as requested by senior management. TRAITS/CHARACTERISTICS OF A SUCCESSFUL SENIOR CREDIT OFFICER • Serves as a trusted advisor and collaborative partner. • Demonstrates strong leadership presence and accountability. • Strategic thinker who balances growth objectives with prudent risk management. • Builder mindset with the ability to create structure, improve processes, and drive organizational effectiveness. • Embraces innovation and continuous improvement. • Exercises sound judgment in complex or ambiguous situations. • Maintains a high level of professionalism, integrity, and confidentiality. • Adaptable and resilient in a fast-paced environment. • Naturally curious and committed to ongoing learning and development. Leadership and Business Skills • Strong organizational and project management abilities. • Ability to manage competing priorities and meet critical deadlines. • Effective written, verbal, and presentation communication skills. • Strong relationship-building and stakeholder management skills. • Ability to influence outcomes and drive process improvements across multiple departments. WORKING CONDITIONS AND ESSENTIAL FUNCTIONS The position is Monday through Friday, typically from 8 AM - 5 PM and is a minimum of forty hours a week, but longer hours may be needed to meet the demands of the job. After six months, the Bank may consider a limited remote hybrid work schedule based on the needs of the Bank and the Credit team. There is a well-lit office environment, and the noise level is usually moderate. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25 pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Ability to travel via air, rail, automobile and/or bus (if position requires travel). COMPENSATION AND BENEFITS Total compensation for this position is $115,000 - $125,000. TrustBank provides a generous benefits offering, with details on our bank's website: TRUSTBANK CORE VALUES Embrace and promote the TrustBank Culture and Core Values in all aspects of your duties. Strictly manage and protect sensitive information to which you are entrusted. DISCLOSURES TrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. Equal Opportunity Employer/Disability/Veterans. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Updated: July 9, 2026 Requirements: EDUCATION AND/OR EXPERIENCE • Bachelor's degree in Finance, Accounting, Economics, or a related field required. • Seven or more years of progressive commercial credit, underwriting, credit administration, or risk management experience within a financial institution strongly preferred. • Prior experience leading, mentoring, or developing credit professionals required. • Experience building, enhancing, or scaling credit risk processes, underwriting programs, or credit administration functions strongly preferred. REQUIRED SKILLS AND ABILITIES Technical Credit Expertise • Strong knowledge of commercial credit analysis, financial statement analysis, cash flow analysis, loan structuring, and risk assessment principles. • Advanced understanding of repayment capacity analysis across multiple borrower and guarantor structures. • Thorough knowledge of banking regulations, credit administration practices, and loan policy standards. • Ability to evaluate commercial real estate, agricultural, consumer, and business lending relationships. Technology and Analytics • Advanced proficiency in Microsoft Excel and Word, including financial modeling, data analysis, and reporting tools. • Ability to utilize data analytics and reporting tools to support credit risk evaluation and portfolio monitoring. • Working knowledge of artificial intelligence, automation, and emerging technologies applicable to underwriting, credit administration, and risk management. • Ability to evaluate technology-generated insights while maintaining independent credit judgment. Compensation details: 00 Yearly Salary PI9a9a4e0a308e-0447