15 jobs found

Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements 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. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment 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. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses

Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements 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. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment 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. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses

Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements 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. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment 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. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses

The Opportunity At Hyatt, our ambition is bold: to be the most responsive, most innovative, and best-performing company in hospitality. Within that vision, The Lifestyle Group stands apart-anchored in design that resonates, cultural relevance that inspires, and guest experiences that cannot be found anywhere else. We are looking for a passionate Senior Manager, HR Field Operations, to join our Americas Human Resources team, based at our Austin Lifestyle Creative Hub. In this role, you will be more than an HR partner-you will be an architect of culture, supporting leaders and teams across our Lifestyle portfolio to deliver on our promise of distinctive, high-performing hospitality. The Lifestyle Group is more than a collection of hotels-it's a movement within hospitality. We are building an organization that is more agile, more accountable, and more inspiring, anchored by our commitment to colleagues, guests, and owners alike. Here, you'll help write the next chapter of hospitality-one defined by cultural relevance, brand integrity, and transformative experiences. In this role, is not just about HR operations-it's about activating brand through people. You will serve as a strategic partner to Field Operations and property HR leaders, ensuring that each hotel's culture is not only rooted in care but also distinctly aligned with its brand DNA. You'll be part of a team that is passionate about diversity, equity, and inclusion, and is committed to nurturing curiosity and new skills. Who We Are At Hyatt, we believe in the power of belonging and creating a culture of care, where our colleagues become family. Since 1957, our colleagues and our guests have been at the heart of our business and helped Hyatt become one of the best and fastest-growing hospitality brands in the world. Our transformative growth and the addition of new hotels, brands, and business lines can open the door for exciting career and growth opportunities for our colleagues. As we continue to grow, we never lose sight of what's most important: People. We turn trips into journeys, encounters into experiences, and jobs into careers. Why Now? This is an exciting time to be at Hyatt. We are growing rapidly and are looking for passionate changemakers to be a part of our journey. The hospitality industry is resilient and continues to offer dynamic opportunities for upward mobility, and Hyatt is no exception. How We Care for Our People What sets us apart is our purpose-to care for people so they can be their best. Every business decision is made through the lens of our purpose, and it informs how we have and will continue to support each other as members of the Hyatt family. Our care for our colleagues is the key to our success. We're proud to have earned a place on Fortune's prestigious 100 Best Companies to Work For list for the last ten years. This recognition is a testament to the tremendous way our Hyatt family continues to come together to care for one another, our commitment to a culture of inclusivity, empathy, and respect, and making sure everyone feels like they belong. We're proud to offer exceptional corporate benefits, which include: Annual allotment of free hotel stays at Hyatt hotels globally Flexible work schedule Work-life benefits including wellbeing initiatives such as a complimentary Headspace subscription, and a discount at the on-site fitness center A global family assistance policy with paid time off following the birth or adoption of a child as well as financial assistance for adoption Paid Time Off, Medical, Dental, Vision, 401K with company match Who You Are As our ideal candidate, you understand the power and purpose of our culture of care and embody our core values of Empathy, Inclusion, Integrity, Experimentation, Respect, and well-being. You enjoy working with others, are results-driven, and are looking for a variety of opportunities to develop personally and professionally. The Role In this role, you'll collaborate closely with The Lifestyle Group (TLG) leadership, VPs and AVPs of Field Operations, and colleagues across the Americas HR and Operations teams. Together, you'll shape an environment where our teams feel empowered, inspired, and connected-so they can deliver the experiences that define Lifestyle and drive exceptional results for our owners. You will help strengthen performance, foster accountability, and nurture cultures that elevate both colleague and guest experiences. The work will be bold yet practical - helping simply how we do things, strengthen alignment, and elevating results. In this position, you will infuse creativity and collaboration from our NYC & Austin hubs into HR strategies that unlock growth, innovation, and belonging for our colleagues as well as execute initiatives that drive outcomes and enrich the daily lives of our teams. If you're ready to bring vision, clarity, and confidence to HR leadership-and to shape the future of Lifestyle with us-this is your opportunity. Key Responsibilities Brand-Driven People Strategy: Partner with Field Operations leadership and regional teams to embed people strategy into business strategy-ensuring each hotel's HR approach reflects the unique ethos of its brand. Culture as a Differentiator: Champion the creation and sustainment of vibrant, care-based cultures that are locally authentic and brand-guided. Hold HR leaders accountable for cultivating environments that reflect the spirit of each Lifestyle brand. Compliance & Accountability: Support property HR leaders in maintaining rigorous compliance standards. Collaborate with GMs to ensure HR teams are delivering on operational and regulatory expectations. Strategic Alignment: Work closely with the Americas HR Regional team to drive adoption of regional and global HR strategies. Identify gaps, surface resource needs, and ensure alignment with brand and business priorities. Data-Driven Insights: Collaborate with the RVP of HR and Americas HR Support Teams to identify trends and leverage data to mitigate risk and enhance the colleague experience. Colleague Advocacy & Resolution: Lead or support complex colleague relations matters, including investigations and escalations, with a focus on fairness, empathy, and brand-aligned resolution. Participate in GM onboarding and performance planning in partnership with Field Ops leadership. Talent Development: Identify and nurture high-potential HR talent across the Lifestyle portfolio. Support succession planning and leadership development that reflects the future needs of our brands. GM Performance & Growth: Partner with Field Operations leaders to support GM performance management and development, ensuring alignment with brand standards and leadership expectations. Market & Legislative Partnership: Collaborate cross-functionally with corporate teams (e.g., Legal, Labor, Risk, HRIS, Benefits, WFM) to ensure property HR leaders are informed and aligned on local labor legislation and market trends. Act as a connector between field and corporate, helping translate evolving requirements into actionable, brand-aligned practices that enhance the colleague experience. Shepherding Strategic People Initiatives: Guide and support property HR leaders through thoughtful, intentional, and proactive people strategies-including organizational design, change management, job redesigns, role eliminations, and wage planning. Ensure these efforts are executed with care, compliance, and alignment to both brand identity and business goals, including legal review and strategic communication planning where applicable. Operational Excellence: Provide day-to-day support for HR Hub operations, including payroll review, colleague engagement, and employee relations-ensuring seamless execution that supports brand experience. Experience Required: 10+ years of progressive experience in Human Resources, with at least 2 years in a senior leadership role and a demonstrated track record of success and ideally in hospitality, lifestyle, or brand-led environments. A people-first leader who sees culture as a competitive advantage and believes the best results come from inspired teams. Someone energized by times of change, viewing them as opportunities to simplify, strengthen, and elevate how we work together. A connector who thrives in collaborative, creative environments and builds trust with leaders and colleagues at every level. Passionate about hospitality, lifestyle, and shaping experiences that are both distinctive and deeply human. Experience leading sensitive investigations and resolving complex colleague issues. Deep understanding of HR compliance, employee relations, and organizational development. Well-developed business and financial acumen with the ability to create and execute strategy to drive results. Strong interpersonal and cross-cultural communication skills. Bilingual fluency in English and Spanish (spoken and written). Understanding of Latin American cultural norms. Confident, composed and persuasive executive presence with the ability to influence key stakeholders. Proven cultural and change management experience. Proficiency with Microsoft Office. Familiarity with HR operating systems (e.g., EIS, UKG/Kronos/Dimensions, Taleo). Ability to travel as required. Experience Preferred: . click apply for full job details

Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties: Essential Duties and Responsibilities include the following. Other duties may be assigned. Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant. Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet. Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market. Communicates to the applicant, real estate agent, etc. the status of the mortgage application. Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc. Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended. Keeps updated and current on all mortgage products, procedures, and policies. Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services. Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members. Assists the Marketing Department in the promotion and development of mortgage related products. Assists in the collection of payments for all in-house mortgages which the loan officer originates. Supervisory Responsibilities This job has no supervisory responsibilities. Competencies To perform the job successfully, an individual should demonstrate the following competencies : Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes. Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively. Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts. Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business. Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals. Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities. Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results. Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections. Requirements 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. Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience. Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public. Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills. Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions. Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software. Certificates, Licenses, Registrations Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance. Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment. Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment 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. Salary Description $45,000-$70,000 Dep. on Exp + Sales Bonuses

Company Overview Allbridge is the leading supplier of world class connected technology solutions, services, and support for high-density properties. With more than 35 years of continuous growth and industry experience, Allbridge supports technology in over one million rooms, in 8,000 properties, across North America and the Caribbean, including hotels, resorts, senior-living communities, condominiums, multifamily developments, and mixed-use properties. Job Summary The Enterprise Sales Executive is a high-impact, revenue-driving role responsible for accelerating Allbridge's expansion into new and existing markets. This position is designed for a top-performing salesperson with a relentless hunter mentality, a proven ability to close high-value deals, and the drive to exceed ambitious revenue targets. This role requires a strategic, consultative approach to selling property technology solutions, engaging executive and senior stakeholders across hospitality. The Enterprise Sales Executive will be instrumental in executing the company's go-to-market strategy, aligning sales with marketing, revenue operations, and customer success to drive long-term growth. Success in this position demands deep industry expertise, strong relationships with decision-makers, and a results-driven mindset. Operating with a high level of independence, this role reports directly to the SVP, Hospitality and is expected to drive Allbridge's next phase of growth through relentless execution and strategic sales leadership. This role is a remote position with required travel. Key Responsibilities Drive Strategic Sales & Growth - Independently execute as a high-performing sales team member, partnering with marketing to drive the go-to-market strategy and position Allbridge as the leading property technology solutions provider in the U.S. and internationally. Engage executive and senior-level stakeholders (owners, developers, general contractors, consultants, property managers, etc.) to communicate a clear vision and revenue strategy for long-term growth. Pipeline Development & Revenue Impact - Build and maintain a deep pipeline to meet and exceed revenue and gross margin targets. Own a robust pipeline of deals to drive recurring and non-recurring bookings/sales, contributing to Total Allbridge Sales (Bookings), Installation Revenue, Gross Margins, and Annual Recurring Revenue (ARR). Customer Engagement & Account Management - Develop strong relationships with decision-makers, proactively lead account planning, and assess evolving customer needs. Take ownership of client interactions to ensure high satisfaction and long-term partnerships. Cross-Functional Collaboration - Work closely with marketing, revenue operations, customer success, pricing, and installations to align lead generation efforts and optimize sales execution. Take initiative to develop and sell differentiated solutions that meet customer needs. Industry Leadership & Market Expansion - Represent Allbridge at industry events, tradeshows, and business development activities, identifying and nurturing leads while positioning the company as an industry leader. Expand Allbridge's presence in new and existing markets. Sales Execution & Contract Negotiation - Lead national sales efforts, act as a subject matter expert, and drive large contract closures. Negotiate pricing, features, and installation timelines per company standards. Develop new business opportunities by identifying potential clients and penetrating national sales markets. Operational Excellence & CRM Management - Ensure accurate data entry in CRM, deliver timely reporting, and adhere to company best practices. Take ownership of meeting sales goals and profitability expectations while adhering to Allbridge's core values. Travel & Client Engagement - Meet clients face-to-face, demonstrating deep industry expertise and strategic insight. Travel as needed (typically 30-40%) based on business requirements. Ownership & Accountability - Maintain the highest professional standards, actively contribute to Allbridge's growth strategy, and consistently deliver innovative results that establish trust, credibility, and quality performance. Additional Responsibilities - Other duties as assigned to support company objectives and overall revenue growth. Qualifications & Experience Education & Experience - Bachelor's degree in business administration, sales & marketing, information technology, construction management, or a related field (graduate degree preferred). Minimum 7+ years of customer-facing experience in strategic B2B sales, preferably in hospitality, property technology (IoT), voice, data, and video solutions. Proven Sales Success - Demonstrated ability to build and grow a robust sales pipeline, meet and exceed Annual Operating Plan targets, and close high-value enterprise deals with national and regional firms. Strong background in negotiating contracts and selling disruptive technology to senior decision-makers. Industry & Market Knowledge - Expertise in hospitality, brand, management companies, and ownership. Strong portfolio of C-Level contacts within enterprise accounts. Strategic Thinking & Execution - Ability to drive revenue growth, develop go-to-market strategies, and align cross-functional teams (marketing, sales, customer success, pricing, and revenue operations) to optimize business outcomes. Communication & Relationship Building - Exceptional verbal, written, and presentation skills with the ability to engage executive-level stakeholders. Tenacity to handle objections and influence key decision-makers. Technical Proficiency - Intermediate-level proficiency in Salesforce, Microsoft Excel, Word, Outlook, SharePoint, Teams, and Project. Experience with LinkedIn Sales Navigator and other prospecting tools is a plus. Professionalism & Adaptability - Strong business acumen, organization, and time management skills. Ability to thrive in a fast-paced, high-volume sales environment, working independently or collaboratively. Curious, self-motivated, and always seeking opportunities to improve and innovate. Travel & Work Authorization - Must be authorized to work in the United States without sponsorship. Ability to travel domestically and internationally as needed (30-40%) to meet clients, attend industry events, and support business development. Workplace Benefits We Offer In addition to earnings and other incentives Allbridge offers a comprehensive package of benefits, based on eligibility, typically for regular, full-time positions, some of which includes: Medical and Prescription options, Dental, Orthodontics and Vision Plans Rich HSA company-funded options and Flexible Spending accounts 100% Company paid premiums for Short Term Disability Life and Accidental Death and Dismemberment insurance Plan options Supplemental Insurance Plan options 401(k) Profit-Sharing Retirement plan Flexible Paid Time Off after 60 days of employment Paid Holidays, per Employee Handbook Work culture supportive of diversity and inclusion Equal Opportunity Employer Statement Allbridge is an Equal Opportunity Employer. Allbridge does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment is decided on the basis of qualifications, merit, and business need. PI4bead2fc46d6-2832

Civista Bank Description: Position Purpose: The VP/Sales will be responsible for actively cultivating new and developing existing relationships to drive new business and grow portfolios. The ideal person for this role will have a demonstrated track record of success in generating and growing vendor & customer relationships. Key Accountabilities, Responsibilities and Expectations: Develop new and grow existing client relationships through outbound calls, on-site presentations, and attending industry trade shows. Ability to sell multiple types of equipment lease financing products and solutions. Manage ongoing client portfolio. Meet or exceed established sales goals. Develop and execute marketing campaigns. Obtain and review customer financial information. Completes or directs completion of all required documentation. Assist with any leasing related questions or concerns. All other duties as assigned and any activities that support the key accountabilities. Requirements: Qualifications, Knowledge and Skills: Bachelor's degree in finance-related field, or equivalent experience. Demonstrated ability to develop new customer relationships. Solid Computer literacy (Microsoft Office Suite) with previous CRM experience preferred. Strong understanding of financial statements and basic credit underwriting. Solid oral and written communication skills in one-on-one and team settings. Ability to listen to and fully understand complex situations. Ability to manage multiple priorities/projects with varied deadlines. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading of reports and so forth. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files of up to 15 lbs. Work involves the ability to read, hear, write, and communicate professionally both in person and via telephone. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time. PIf-3669

Director of Workers Compensation Product Expansion 100% Remote (WFH) Opportunity EMPLOYERS is seeking a strategic and results-driven Director of Workers' Compensation Product Expansion to lead our corporate organic growth initiatives. This high-impact role will drive the development and execution of innovative product strategies, working cross-functionally to expand our workers' compensation offerings while optimizing profitability and operational efficiency. Reporting directly to the SVP, Chief Underwriting and Actuarial Officer , this position offers regular exposure to executive leadership and the opportunity to shape the future of our product portfolio. Key Responsibilities Strategic Leadership : Develop and execute a comprehensive product and services strategy aligned with corporate goals and market needs. Growth Implementation : Lead change management efforts to support new product introductions, appetite expansion, and process enhancements. Cross-Functional Collaboration : Partner with underwriting, sales, actuarial, analytics, marketing, and IT to prioritize and implement strategic initiatives. Performance Optimization : Leverage data and analytics to drive continuous improvement and informed decision-making. Market Intelligence : Monitor competitive trends and industry shifts to identify opportunities and mitigate risks. KPI Management : Define and track key performance indicators to measure success and guide strategic adjustments. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. Work Environment Remote : Open to U.S.-based candidates eligible to work without sponsorship. Must have a dedicated, quiet workspace. Work Hours : Flexible to meet business needs. Travel : Occasional travel may be required for meetings or team collaboration. Compensation & Benefits Salary Range : $120,000 - $170,000 Comprehensive Benefits Package : EMPLOYERS Benefit Details About EMPLOYERS EMPLOYERS is a fast-growing, innovative provider of workers' compensation insurance. Headquartered in Nevada, we pride ourselves on delivering exceptional service to our clients and fostering a collaborative, fulfilling work environment for our employees across the U.S. We live by our core values: Integrity, Customer Focus, Collaboration, Initiative, Accountability, Innovation, and Personal Fulfillment -guiding how we serve our clients and support each other. Join us and be part of a team that's shaping the future of workers' compensation insurance. Qualifications Minimum 5+ years of experience in workers' compensation insurance; experience in other commercial lines is a plus. Bachelor's degree required. 3+ years of underwriting experience preferred. Proven ability to lead through influence and operate as a collaborative "player-coach." Strong organizational skills with the ability to manage multiple priorities in a fast-paced environment. Exceptional analytical and problem-solving capabilities, with a data-driven mindset. Excellent communication skills, with the ability to present complex insights clearly to diverse audiences. PI40c087a8c7c1-4204

Description: TrustBank is seeking a highly motivated individual to join our growing team. This is an entry level position. The Associate Credit Analyst will be mentored by the AVP, Senior Credit Risk Manager and/or other experienced Credit Analysts on how to properly evaluate the financial strength and creditworthiness of an applicant across various industries. Job Description Job Title: Associate Credit Analyst Department: Risk Management Reports To : AVP, Senior Credit Risk Manager FLSA Status: Non-Exempt Type of Position: Full-Time Job Summary The Associate Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural, and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Associate Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities 1. Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. 2. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. 3. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. 4. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. 5. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. 6. Document policy or documentation exceptions, as well as prior-to-close conditions. 7. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. 8. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. 9. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. 10. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. 11. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. 12. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Associate Credit Analyst • Strong attention to detail and accuracy. • Basic understanding of financial statements - balance sheets, income statements, and cash flow statements, with a willingness to deepen knowledge through training and experience. • Critical thinking, exercise sound judgment, and learn to form independent perspectives with guidance. • Adaptability to changing workloads • Comfortable managing multiple tasks and shifting priorities in a dynamic environment. • Eagerness to learn risk assessment principles • Shows interest in understanding credit risk and how it impacts decision-making. • Self-motivated and proactive and takes initiative in learning and contributing to team goals. • Inquisitive and curious with a desire to understand why. • Professionalism and integrity and can demonstrate respect in all interactions, including challenging conversations. 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. 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 $21.50 per hour to $31.25 per hour. 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 based on 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: November 3, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics. Related experience in a banking environment and/or the agriculture industry is preferred. Required Skills and Abilities 1. Ability to self-review and identify errors in written presentations, analysis, and reporting. 2. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. 3. Excellent report writing, grammar, and verbal communication skills. 4. Ability to produce clear, professional credit presentations. 5. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. 6. Willingness to learn loan policy, lending regulations, and overall bank procedures. 7. Capacity to develop a solid understanding of the banks core processing system to assemble data and generate reports. Compensation details: 21.5-31.25 Hourly Wage PI4a561efa5-

Bluestone Bank Description: Community. Security. Trust. This is the foundation on which Bluestone Bank is built. We've helped Southern New England prosper for over 150 years by providing responsible, relevant, and secure financial solutions. Whether our customer's unique needs include finding a safe place to grow their savings, financing their next home, protecting their future, or building their business, we are here to help them reach their goals. Let's get there, together! In addition to being a great place to bank, Bluestone Bank is a great place to work! Named by the Boston Business Journal as a Best Places to Work in 2025, you are joining a team that cares about your career success and will also receive: A competitive salary with performance-based incentives. Comprehensive medical with deductible reimbursement, dental, and vision coverage. An employer matching 401k plan. Training and professional development opportunities, including tuition reimbursement. Work life balance with paid time off, paid volunteer hours, and 11 paid holidays. The Secondary Market Manager, under the direction and guidance of the Senior Vice President, Residential Lending, executes pricing strategies and secondary market loan sales, manages loan disclosure and closing activities, and acts as Systems Administrator for the Loan Origination System (LOS), Point-of-Sale (POS) and Product & Pricing Engine (PPE). This role will provide guidance and training in loan sale eligibility, closing process, process flow management and implementation, and state and federal compliance. They will be the primary liaison with secondary market investors Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Oversees rate-lock, product development, post-closing, shipping, insuring, purchasing and the final trailing document submission. Manages PPE (Optimal Blue) to provide borrower pricing that meets the Bank's gain-on-sale margin and portfolio investment return goals. Oversees loan change requests, reprice requests, and extension requests in accordance with MUSA guidelines to ensure output accuracy. Provides support to loan originators and secondary market investors for pricing inquiries and post lock questions/inquiries. Assists with generating daily rate file and uploading into various technology solutions. Oversees loan funding and wire requests and the reconciliation of loan purchase advices. Develops and monitors pricing and hedging strategies for residential loans. Communicates internal pricing policies and procedures. Understands pricing for all offered mortgage loan products. Determines loan-level profit-loss figures. Works in a high pressure, team-oriented, and rapidly changing environment. Manages multiple projects concurrently and seamlessly, switching priorities as needed. Manages various research projects, including tracking and analyzing industry benchmarks. Analyzes and suggests system changes to increase efficiency and productivity. Leads, manages, coaches and counsels the operations team for peak performance. Prepare accurate and timely performance appraisals Manage to the highest integrity of loan data. Prepare and submit the HMDA Loan Application Register (LAR) annually, or more frequently as required. Stays abreast of the regulatory compliance environment as it pertains specifically to residential lending and banking in general, and is prepared to advance procedural changes as required. Works with other areas of the bank, as required, to advance departmental and/or company goals. Other related responsibilities as assigned. The pay range for this position is $100,000 to $125,000 per year and is the lowest to highest salary we in good faith believe we would pay for this role at the time of this posting. We may ultimately pay more or less than the posted range, and the range may be modified in the future. An employee's pay position within the salary range will be based on several factors including, but not limited to, relevant education, qualifications, certifications, experience, sales or revenue-based metrics, and business or organizational needs and affordability. Physical Demands and Work Environment 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. While performing the duties of this job, the employee is regularly required to sit and talk or hear, reach with hands and arms; and stoop, kneel, or crouch. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and the ability to adjust focus. An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under federal, state, and local laws. Requirements: Bachelor's degree in business administration, finance or related field preferred or equivalent combination of coursework and experience. Five or more years of mortgage industry experience in managing first mortgage processing, secondary marketing and closing functions is required. Current Certified Encompass Administrator status and proficiency with Optimal Blue and Consumer Connect (or other POS) are required. Current, expert knowledge of the Microsoft Office suite, including: Word, Excel, and Outlook. Ability to understand the high-level objectives, not just task-oriented, and can execute accordingly. Proven understanding and knowledge of residential lending and bank compliance regulations, which include, but is not limited to RESPA, Truth In Lending Act (REG Z), HMDA, Right To Financial Privacy Act, Fair Credit Reporting Act (FCRA), Equal Credit Opportunity Act (ECOA), Fair Lending, US Patriot Act (OFAC), Bank Secrecy, Interagency Appraisal and Evaluation Guidelines, and Gramm-Leach-Bliley Act and other applicable regulatory requirements. Proven ability to foster and promote a team environment within a residential lending group must be demonstrated. In-depth knowledge of Fannie Mae and Freddie Mac underwriting requirements is essential, and previous experience with delivery of loans under wholesale and/or correspondent relationships is required. Knowledge of the community bank operating environment is highly desirable. Compensation details: 00 Yearly Salary PIc45727d1c55e-9292

Loan Operations Specialist I / II Loan Operations Specialist I DEPARTMENT: Loan Department REPORTS TO: Loan Operations Assistant Manager SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: F HOURS: Regular full-time 40 hours. Additional hours may be required. SUMMARY: Works closely with the loan operations team to create and maintain an accurate and efficient loan servicing environment. Completes assigned tasks independently within established timeframe. Protects the assets of the bank and shareholders' interest by thoroughly reviewing commercial, consumer, and mortgage loan files for accuracy and completeness. Provides excellent customer service experience for both external and internal customers. Operates and accomplishes shared goals of the department and the Bank. Consistently maintains a positive demeanor and displays excellence in service, showing courtesy, tact, and discretion. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associate degree in business, accounting or related field is helpful, but not required. Minimum of one year of banking experience is preferred. Proficient with Microsoft Office Products. Experience with Jack Henry core system is preferred. Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical. Ability to prioritize multiple demands in a high-pressure environment while maintaining professionalism. Ability to think practices and processes through, problem solve, and provide resolutions. Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion. Excellent interpersonal, written, and verbal communication skills. ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE: Answer external and internal customer telephone, email, and online inquiries concerning loan questions and concerns and make take appropriate action which include but not limited to: Process loan payments and transfers. Process participation payments and advances. Prepare payoff quotes and process payoff payments. Process loan line of credit advances. Perform and review simple loan maintenance. Perform loan research. Imaging and Indexing responsibilities for the Loan Department. This includes loan documents, supporting documentation, financial information, correspondence, etc. Ensures loan documentation has been imaged and indexed appropriately. File and maintain physical loan documents in the appropriate manner ensuring proper safe keeping of those items. Retain and destroy physical documentation in accordance with destruction guidelines. Sort mail and deliver documents for recording to courthouse. Processes paid loans, mortgage/collateral releases, filings, and potential overpayment checks to borrowers after loan is paid in full. Process, track, and maintain hazard insurance exception lists in accordance with our creditor's placed insurance and impairment programs. Train, assist and relieve co-workers as needed. Maintain a working knowledge of government regulatory requirements affecting both consumer and commercial customers and their relationship to loan documentation filing requirements. Work with post-close reviewer to create and clear documentation exceptions detected within the review process. Assists lenders, loan assistants, and processors with questions related to their portfolio documentation. Track lien interests for expiration and continuation. Provides required reports needed by officers, processors, compliance, and other bank personnel. Complete training as required on BSA and other Compliance policies and procedures. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Duties and responsibilities as assigned. COMPETENCIES: To be successful in this position, an individual should possess and demonstrate the following competencies at the highest level. COMPUTER SKILLS - Strong working knowledge of computer functions. Proficient in keyboarding and Microsoft Office. Ability to learn new technical skills and commitment to pursuing continuing education opportunities to advance technical skills. INITIATIVE - Takes proactive steps to accomplish tasks without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and department procedures. Willingness to take responsibility for decisions. FOLLOW-UP - Completes assignments and tasks willingly, promptly, and efficiently. Responds with a sense of urgency to requests from customers, co-workers and /or supervisor. Keeps supervisor informed of status of completed tasks. COMMUNICATION SKILLS- Relates positively and professionally to customers, staff, co-workers, and supervisors. Remains considerate and respectful of customers, staff, co-workers, and supervisors by tone, volume and mannerism used in communicating. Expresses thoughts clearly and proficiently in written and oral form. Maintains confidentiality in all bank, employee and customer related matters. Consistently keeps department and supervisor informed. Demonstrates appropriate use of language expected in a professional work environment. INTERPERSONAL RELATIONSHIP SKILLS - Works with and along co-workers conveying thoughts, actions, and feedback in a positive manner. Building and managing professionally healthy relationships. Supports, accepts, and understands management and company directives. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Interacts and communicates with individuals at all levels of the organization. Acts with responsibility, integrity, and accountability. TIME-MANAGEMENT - Ability to consistently display a sense of urgency in completing tasks and servicing customers' needs. Ability to maintain accuracy and quality and of work as quantity of work fluctuates. Individual can organize and prioritize workflow effectively to optimize productivity. Demonstrates accuracy and thoroughness and monitors own work to ensure quality. Takes time to verify work and promptly correct errors. Maintains all the required and appropriate records necessary in the job. ADHERENCE TO POLICIES AND PROCEDURES - Understands the importance of adherence to department procedures and bank policies in job related functions, employee, and banking issues. Maintains confidentiality of employee, customer, and bank information within and outside of the company. Actions and behaviors reflect positively on the company. Maintains the highest level of honesty in handling customer, employee, and bank information. ADA REQUIREMENTS: Work is performed in an open office setting; one must be able to concentrate and perform work in an area that will likely result in the interruptions of one's duties. Ability to stand for long periods of time. May be required to lift items weighing up to 25 lbs. The requirements listed above 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 of the position. This job may not be all-inclusive. Employees are expected to perform other duties as assigned or directed by management. Job descriptions and duties may be modified when deemed appropriate by management. REV. 02/08/2024 AM EOE/ Minorities/Women/Vets/Disabled Loan Operations Specialist II DEPARTMENT: Loan Department REPORTS TO: Loan Operations Manager, VP SUPERVISES: None FLSA: Non - Exempt STATUS: Full Time EEO Classification: 5 Administrative Support Workers JOB GRADE: G HOURS: Regular full-time 40 hours. Additional hours may be required. SUMMARY: Works closely with Loan Operations Manager in processing, balancing, managing and servicing the various accounts associated with the loan operations function. EDUCATION & EXPERIENCE: High school diploma or equivalent. Associate's degree in business, accounting or related field is helpful, but not required. Minimum of two years banking experience. Proficient with Microsoft Office Products. Experience with Jack Henry preferred. Strong focus to job at hand, attention to detail, strong proven organizational skills, and a self-starter is critical. Willingness and ability to own a project; routing the necessary and required components to a complete and compliant conclusion. Excellent interpersonal, communication skills. ESSENTIAL DUTIES & RESPONSIBILITIES MAY INCLUDE: Ability to perform and back-up duties of Loan Operations Specialist I. Fund and book loans to Jack Henry core system. Verify accuracy of loans entered to Jack Henry core system by others. Verify accuracy of loan maintenance and proper authority and documentation. Process bankruptcy and charge-off payments, and participation payments and advances. Make entries in loan system for approved Payment Maintenance. . click apply for full job details

Description: TrustBank is seeking a highly motivated Credit Analyst to join our growing team. The ideal candidate will possess a strong understanding of credit analysis principles, a high level of attention to detail, and a solid track record of providing sound recommendations. Job Description Job Title: Credit Analyst Department: Risk Management Reports To: AVP, Senior Credit Risk Manager FLSA Status: Exempt Type of Position: Full-Time Job Summary The Credit Analyst is responsible for assessing the creditworthiness of applicants across a variety of loan types, including commercial, real estate, agricultural (ideally, an emphasis on ag loan underwriting), and consumer. This role involves analyzing financial statements, tax returns, and cash flow to identify repayment capacity, financial trends, and peer performance year over year. The analyst will prepare detailed credit presentations that highlight the strengths, weaknesses, and risks of each loan relationship, provide collateral evaluations and loan-to-value calculations, and recommend appropriate risk ratings. While collaborating with loan officers throughout the underwriting process, the Credit Analyst must maintain independence in analysis, identify potential credit issues, and ensure compliance with internal policies and regulatory requirements. Primary Duties and Responsibilities Analyze the overall credit quality and risk of applicants by reviewing financial statements, tax returns, credit reports, collateral values, and other relevant information including independent online research. Prepare accurate financial spreads, ratio analyses, and cash flow models using spreadsheet and word processing tools. Develop comprehensive credit presentations that include repayment capacity of the borrowers and guarantors, collateral descriptions, loan-to value calculations, and a clear summary of strengths, weaknesses, and risks. Collaborate and communicate clearly with loan officers to assess client needs, loan structure, and pricing. Communicate directly with clients, as needed. Ensure credit analysis and presentations reflect adherence to internal credit policies, loan administration procedures, and regulatory requirements. Document policy or documentation exceptions, as well as prior-to-close conditions. Assign and recommend credit risk ratings in accordance with Loan Policy guidelines. Participate as a non-voting member of the Loan Committee meetings, exercising sound judgement and maintaining constructive communication. Determine whether requests for information should be furnished or refused based on confidentiality, requiring strong judgment and quick decision-making. Recognize irregular or suspicious transactions and take appropriate steps to prevent loss. Help ensure compliance with BSA/AML/OFAC regulations. Assist with annual loan reviews and portfolio monitoring as requested, including providing support to the Auditor during internal and external audits. Additional responsibilities as needed to support departmental and organizational goals. Traits/Characteristics of a Successful Credit Analyst Strong attention to detail and accuracy Analytical proficiency in quantitative and qualitative analysis Ability to think critically, exercise sound judgment, and provide independent recommendations Highly adaptable to portfolio volume demands Thorough risk assessment expertise Highly self-motivated Inquisitive and curious with a desire to understand why High level of integrity and professionalism with a strong ability to successfully navigate difficult or contentious conversations 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. The Bank may consider a remote or hybrid work schedule based on the qualifications of the candidate and the needs of the Bank and the Risk Management 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 $65,000 - $90,000. 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 based on 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: September 16, 2025 Requirements: Education and/or Experience Bachelor's degree (B. S.) from a four-year college or university with a focus on finance, accounting, or economics and a minimum of 2-4 years of related experience preferably in a commercial banking environment. Required Skills and Abilities Advanced analytical and risk assessment skills, including a clear understanding of fractions and percentages. Ability to self-review and identify errors in written presentations, analysis, and reporting. Strong knowledge of financial accounting principles, economics, and credit analyst techniques with excellent problem-solving skills. Excellent report writing, grammar, and verbal communication skills. Ability to produce clear, professional credit presentations. Organizational and time management skills, including the ability to manage multiple priorities and deadlines. Broad understanding of loan policy, loan operations and overall bank procedures. Proficient in Microsoft Word and Excel with the ability to adapt Excel formats, data validations, formulas, conditional formatting, pivot tables, and financial modeling and analysis. Understanding of the bank's core processing system to meaningfully assemble data and generate reports. Compensation details: 0 Yearly Salary PIb49c54f5bf9f-6303

Description: Who We Are It happens millions of times each year: a learner receives a Lexile or Quantile measure from a formative, interim, or summative assessment. But each measure is unique. Because it's not just a moment in a learner's journey or an individual measure of reading and math ability, it's a connection. At MetaMetrics, everything we do supports that connection, from our commitment to states to how we engage with partners and how they serve educators and learner communities. Founded by educational researchers Malbert Smith and Jack Stenner, with grant support from the National Institutes of Child Health and Human Development, MetaMetrics provides the global standard for measuring literacy and numeracy. Relied upon across the entire educational ecosystem, our measures are rigorous, consistent, and actionable. And they've been trusted by individuals, educators, assessment providers, publishers, and policy makers for over 30 years. Producing measures for reading and math is the essence of what we do. But with our state and education partners, we do so much more. Lexile and Quantile measures activate a promoter effect that drives connections, so together we can inspire everyone to build life skills for a brighter tomorrow. About the Role The Vice President of Corporate Partner Success is a strategic leader responsible for ensuring that customers achieve measurable value and sustained success with MetaMetrics's core solutions, namely the Lexile and Quantile Frameworks. This role oversees the full customer journey-from onboarding and implementation through renewal-focusing on driving adoption, satisfaction, and learning outcomes across a diverse portfolio of corporate royalty partners. The VP will shape the company's customer success vision for these partners, build scalable processes, and oversee the successful execution of contract renewals for all domestic corporate royalty partnerships. As a member of the leadership team, the Vice President will collaborate closely with the Sales, Product, Research & Development, Finance, and Marketing teams to align customer success initiatives with overall business growth. This leader will use data-driven insights to improve customer health and guide product innovation. The VP will also expand key relationships across the Product, Sales, Marketing, and Implementation teams within our partner organizations. The ideal candidate combines a deep understanding of education product development with strong client relations and a passion for improving student outcomes. Essential Duties & Responsibilities Develop and execute the corporate partner customer success strategy to ensure adoption, satisfaction, and long-term retention. Oversee renewal strategy and execution of contracts to maximize retention, identify growth opportunities, and achieve revenue goals through trusted customer relationships. Drive customer onboarding and implementation excellence to ensure seamless setup of partner reports and accelerate clients' early value realization. Represent the voice of the customer within leadership and executive teams to influence company direction and ensure that products/services align with customer needs. Establish measurable success metrics and KPIs , including customer health scores, financial and usage forecast details, and retention metrics. Maintain accurate reporting via CRM and other technologies. Partner with Sales, Product, and R&D teams to field customer inquiries and align customer insights with product development, services, expansion opportunities, and go-to-market strategies. Create scalable customer programs -including training, support, and community engagement-to strengthen partnerships and advocacy. Attend/present at relevant conferences , prepare speaker proposals, and facilitate partner meetings, travel expected up to 25%. Conduct business reviews with both partner and internal stakeholders regularly to ensure alignment and account health. Supervisory Responsibilities This position may have direct supervisory responsibilities in the future. Requirements: Education and/or Experience: Bachelor's degree (in Education, Business, Communications, or related field) Master's degree preferred Professional experience: 7-10+ years (client relations, product development, and/or program management) Customer success/account management/partnership experience: 3-5+ years in senior/manager roles and prior track record managing renewals, adoption, and growth Product development experience: 2-4+ years in educational product development Deep understanding of K-12 assessment, test development, data use, and district decision-making Knowledge of sales analysis and related metrics Excellent organizational, time management, and communication skills. Computer Skills: Proficient in Windows environment, Microsoft Office (Word, Excel, PowerPoint), email, network file management, and Internet navigation, Google Suite, SmartSheet CRM experience required Communication Skills: Ability to communicate, present, and influence all levels of an organization, including executive and C-level PM18 Compensation details: 00 Yearly Salary PId04b5-

First Place For Youth-Join Our Team Video! Are you dedicated to empowering and supporting youth, regardless of their background? We're searching for passionate individuals to make a positive impact on the lives of foster youth. Become an integral part of their transformative journey and join the First Place for Youth team. About First Place for Youth, we're a leading non-profit organization dedicated to supporting foster youth in their transition to adulthood, with a focus on education, employment, and housing. We believe that all young people deserve the opportunity to thrive and lead successful, independent lives. Our comprehensive programs empower foster youth to overcome the unique challenges they face and build the skills, confidence, and connections they need to succeed. Why Work at First Place For Youth: Meaningful Impact: Help to transform the lives of foster youth on the cusp of adulthood. Your role will support them in their journey to conquer challenges, achieve independence, and fulfill their aspirations.Innovative Approach: We thrive on innovation, pushing the boundaries of foster care support. Your voice here matters, and you'll contribute to programs that redefine the futures of these young lives.Collaborative and Supportive Environment: Embrace a dynamic and supportive workplace, where every team member is valued. Together, we're a force dedicated to uplifting youth. Expect professional growth, fueled by teamwork and collaboration.Comprehensive Benefits: We value the well-being of our employees and offer a comprehensive benefits package. From health and wellness benefits to retirement plans, we ensure that our team members are taken care of so they can focus on their important work supporting foster youth.Culture of Diversity and Inclusion: We celebrate diversity in every form. At First Place for Youth, inclusivity reigns, creating a workplace where all voices are heard, respected, and empowered.POSITION SUMMARY: The Director of Housing is an enthusiastic, compassionate and results-oriented leader who assists in overseeing all agency housing programs and resources. This position will be responsible to set and implement housing strategy to secure and maintain safe and sustainable housing that meets or exceeds requirements for program participants. This position will lead comprehensive housing strategy for approximately 300 units supporting transition aged youth 18-25 while driving operational excellence and supervising regional housing teams located in 6 counties across California. Reporting directly to the Vice President of Programs, the Director of Housing participates on the program leadership team and is responsible to recommend and implement strategies to ensure youth achieve housing stability outcomes. This position requires an experienced property management professional whose passion for First Place's vision is matched with strong relationship skills, sound judgment in the face of complex challenges and a proven track record of effective property management. The Director of Housing approaches housing operations with compassion, empathy and genuine care for both youth and team members. This position is expected to be onsite at least 2-3 days a week as well as in the community. Essential Duties and Responsibilities: Property and Department Management Maintain high quality, safe and affordable housing portfolio that consistently meets performance benchmarks.Responsible for oversight of procurement, management, maintenance, financial reporting, leasing and regulatory compliance of housing units.Responsible for vendor procurement and management to control costs, reduce risks, and enhance efficiency.Identify and develop appropriate controls for third party vendors to prevent fraudTransform housing operations through strategic system improvements, workflow optimization and team capacity buildingBuild and maintain strategic partnership with landlords, property manager, repair vendors and inter-organization teams.Develop sustainable housing acquisition and retention strategies that support program growth and youth outcomes.Ensure comprehensive compliance management and risk mitigation across all housing operations, including inspections, fair housing laws, and regulatory requirements.Establishing First Place as the premier housing partner in the community while building sustainable operational systems that support long-term growth, including advanced vacancy optimization, comprehensive budget analysis, integrated property management platforms, and performance accountability frameworks.Direct daily operations including housing inventory tracking, rent rolls, security deposit management, master key systems, lock coordination, inspection schedules, compliance documentation and emergency maintenance response. Leadership and Cross-Functional Collaboration Hire, train, develop and supervise a team of Regional Housing Managers and Housing Specialists.Oversee team development and coaching while ensuring trauma-informed, youth-centered housing services.Provide oversight and guidance regarding all aspects of property management,Lead team members in setting work goals and in maintaining accountability while driving operational excellence across regional housing teams to achieve key performance metrics.Work closely with VP of Programs and leadership team to provide leadership to the organizations housing programs.Collaborate with all departments to ensure that housing services are being effectively and cohesively delivered to all youth in the region.Develop and manage the annual housing budget, reviewing monthly and developing strategies to remain within the approved budget.Work collaboratively with First Place service leaders to ensure cohesive delivery of property management services according to First Place polices and guidelines.Professionally and effectively represent the agency as needed at meetings with collaborative partners and at other meetings deemed important to the advancement of Frist Place's mission and goals.Other duties as assigned. Qualifications: Bachelor's degree required with 5 years of progressive leadership experience in housing, property management, or real estate operations with 2+ years of direct supervisory experience managing multi-level teams. Alternatively, a BA degree may be substituted with a combination of education and at least 9 years of progressive leadership experiencing in housing, property management, or real estate operations-including a minimum of two years directing and overseeing multi-level teams. Bilingual capabilities (English/Spanish) a plus. Experience with affordable housing, Public Housing Authority voucher programs, supportive housing, youth-serving programs, or scattered site housing strongly preferred. Proficiency in property management software (AppFolio preferred), data analysis, and experience with housing inspections and habitability standards (HQS, lead paint assessments, annual/biannual inspections).Knowledge of landlord/tenant law, eviction processes, emergency maintenance protocols, 24-hour response systems, and master lease agreements with lease routing procedures.Ability to acquire new housing partnerships and landlords and negotiate leases and terms.Strong financial management, budget oversight capabilities, and exceptional communication and stakeholder relationship management skills using Excel.Knowledge of housing regulations, fair housing laws, rent reasonableness standards, and compliance requirements.Prior program budget management experience is required for this roleComputer/Software skills.Availability for occasional evening and weekend work and some travel as needed. Benefits: 15 days of vacation time in the first year12 days of sick time2 floating holidays15 paid holidaysEmployee's choice of Kaiser or UCH HMO/PPO with up to 90% of the premium covered by First Place on certain plansPrincipal dental and vision coverage with up to 90% of the premium covered by First PlacePaid baby bonding leaveHealthcare and Dependent care FSA plansPrincipal basic life and voluntary life insurance coverageEmployee Assistance Program401(k) retirement savings plan Paid sabbaticalPaid maternity and paternity leaveNorthern California Pay Range: $96,720 - $120,000 Southern California Pay Range: $92,092 - $115,115 We do not offer relocation assistance Local candidates preferred Pay will be determined based on Education and Experience. If you are passionate about making a difference in the lives of transition age foster youth and want to join a dynamic and impactful organization, we invite you to apply. Together, let's empower transition age foster youth to achieve their dreams and build a brighter future. To learn more about First Place For Youth and view our current job openings, please visit our website at We are unable to sponsor work visas now or in the future. First Place will consider qualified applicants with a criminal history pursuant to the California Fair Chance Act, the San Francisco Fair Chance Ordinance, and applicable law. You do not need to disclose your criminal history or participate in a background check until a conditional job offer is made to you. Find out more about the Fair Chance Act by visiting the California Civil Rights Department Fair Chance Act webpage or reviewing this guidance provide by the City of San Francisco. For additional information regarding your rights, please also review the Summary of Your Rights Under the FCRA. Compensation details: 00 Yearly Salary PI55726d5-