Partner jobs at Citizens Financial Group - 524 jobs

A global alternative asset management firm is seeking a Tax Principal to manage tax compliance for investment partnerships. The role requires at least 8 years of tax experience and proficiency in Microsoft Excel. Candidates should have strong organizational skills, expertise in federal and international tax, and excellent communication abilities. The position includes a competitive salary range of $150,000 - $185,000 USD and offers a hybrid work environment. #J-18808-Ljbffr

About the role: The Affinity Partner Coordinator is a dynamic, people-focused role supporting the success and growth of 8am's affinity partnerships. Reporting to the Senior Manager of Affinity Marketing, this role helps manage partner relationships-particularly in the legal and accounting verticals (LawPay, MyCase, CasePeer, Docketwise, CPACharge)-while also assisting senior team members in relationship expansion and strategic support. This role requires exceptional interpersonal and coordination skills, with a focus on sales enablement, partner engagement, and communication. The coordinator will play a key role in helping partners understand and adopt the full suite of 8am products, facilitate go-to-market strategies, and ensure the success of shared initiatives through proactive collaboration About us: At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters. Founded in 2005, 8am (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000's fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well! What you'll do: Support Relationship Managers in developing and expanding assigned affinity partner accounts. Serve as a primary point of contact for partners, providing updates, gathering feedback, and identifying opportunities to increase adoption of the 8am product suite. Assist in contract discussions, renewals, and alignment on program expectations. Coordinate cross-functional collaboration with Marketing, Sales, Product, Support, Legal, Finance, and Accounting to ensure smooth execution of partner initiatives and launches. Support go-to-market efforts by helping manage partner onboarding, marketing campaigns, and sales enablement. Build and maintain strong partner relationships by understanding their goals and aligning initiatives that drive mutual success. Represent 8am professionally in partner meetings, industry events, and trainings. Schedule and help lead partner check-ins, performance reviews, and training sessions. Maintain accurate partner records in Salesforce and other systems of record. Monitor and report on partner engagement, revenue impact, and adoption milestones, preparing summaries and materials for internal stakeholders and leadership. About you: 2+ years of experience in partner management, business development, account coordination, or B2B sales roles. Proven ability to manage external relationships and internal coordination across departments. Confident communicator with strong personal presence and high emotional intelligence. Experience working with Salesforce or similar CRM platform preferred Comfortable leading or participating in partner meetings, contract discussions, and strategic reviews. Ability to travel occasionally for partner events, meetings, and conferences. Self-starter who thrives in a fast-paced environment and enjoys collaborating to solve challenges. Experience in fintech, SaaS, legal tech, or accounting services a plus. * Demonstrated experience leveraging AI tools and technologies to improve workflows, enhance decision-making, or drive innovation. Additional Information The annual salary range for this position is $75,000 to $100,000. The salary range for performing this role outside of the US / Austin / California may differ. 8am is committed to offering competitive, fair and commensurate compensation and has provided an estimated pay range for this role. Actual compensation may vary based on job-related knowledge, skills, experience and education. Why 8am: At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement-values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day. Here's how we support our 8Team: Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees. Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members. Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents. Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching. Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development. Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually). Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform. At 8am, we don't just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day. Diversity, equity & inclusion at 8am: At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach. Security advisory: Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.

Do you want to work on a high-energy, award-winning communications team? Citizens is seeking an enthusiastic and responsible communications professional to join our team as a Communications Partner, Private Banking Specialist. This role offers an exciting opportunity to develop integrated internal and external communication initiatives for Citizens' growing Private Banking division. This position will develop and execute strategic communications programming that promotes Citizens Private Bank's business priorities - both nationally and in key regional markets - while also helping advance Citizens' overall corporate brand and reputation. The role will involve helping drive integrated communications strategy and content, spanning executive communications, internal, and external communications, to amplify the company narrative, engage colleagues and drive earned media coverage. The ideal candidate will possess excellent written and verbal communication skills, a strong understanding of communication strategies, and a passion for storytelling. If you are a creative, results-driven professional with background in internal communications, corporate communications or public relations, we would love to hear from you! Primary responsibilities will include: Communications planning: Manage integrated and internal and external strategic communications plans and programming that align with the Private Bank's business priorities. Shape and guide the communications narrative through engaging, integrated communications tactics. Stakeholder relationship management: Collaborate with cross-functional teams to gather information and develop key messaging for communications initiatives. Develop a rapport with business leadership and partners, providing guidance as needed. Tactical execution: Create and deliver engaging and compelling writing and verbal communication for internal and external audiences. Write talking points, briefing documents, leader messages, intranet articles, press releases, key messages, media statements, social media and award submissions. Support senior-level executive communications and town halls, including event planning, logistics, talking points and decks. Media Relations: Build relationships with media outlets, industry influencers, and other stakeholders to promote and grow Citizens Private Bank's brand reputation. Represent Citizens at media interviews/meetings, industry events, conferences, and speaking engagements. Manage and maintain earned media coverage tracker. Monitoring and measurement: Identify key metrics and manage measurement plan to ensure communication activities are efficient, effective, and scalable. Measure the effectiveness of communication efforts and make recommendations for improvement. Trendspotting: Monitor industry trends and proactively identify storytelling opportunities to enhance Citizens' brand and reputation. Conduct market research and gather data and insights to enhance storytelling. Experience and Skills 3+ years of experience in external communications and/or internal, ideally within a dynamic, fast-paced environment or PR agency. Experience in financial services and/or corporate communications is highly desirable. A passionate, confident writer. Strong written and verbal communications skills, as well as editing, proofreading, and presentation design skills. Strong storytelling skills, with the ability to craft messages that connect and resonate across a diverse audience. Experience working at an established brand is a plus, and eagerness to learn more about the banking industry. Extremely organized with the ability to manage multiple projects and meet deadlines. Adaptable, proactive, creative, and forward-thinking. Education Bachelor's degree, preferably in communications, marketing, journalism, or related field required. To thrive as a colleague at Citizens, candidates must demonstrate a strong customer‑centric mindset, exhibit persistence and resilience in the face of challenges, and embrace continuous learning to adapt and grow in a dynamic environment. Hours and Work Schedule (4 days in office, 1 day remote) Hours per Week: 40 Work Schedule: Monday-Friday This position will be based at our corporate office in San Francisco, CA and is required to be in the office 4 days each week. Pay Transparency The salary range for this position is $68,500-$100,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience. We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid time‑away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit *************************************** Citizens will not sponsor an applicant for a work visa, such as an H-1B, for this position. #LI-Citizens2 Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability. #J-18808-Ljbffr

A leading global payment technology company is seeking a Director for Visa Crypto Solution Sales in San Francisco. This role involves developing partnerships in the stablecoin payments sector and shaping Visa's go-to-market strategy. The ideal candidate has extensive experience in partnerships and a strong background in financial services, specifically within crypto and payments. This hybrid position offers an estimated salary range of $192,300 to $307,600 per year along with a comprehensive benefits package. #J-18808-Ljbffr

Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour

The Investment Principal on the Client CIO team located in New York will oversee multi-asset class client portfolios. As a growing firm, we seek new team members who are dynamic and comfortable working in a fast-paced and collaborative environment. Client Portfolio Management (Primary Focus): The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios. Key responsibilities include: Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm's Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs. Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning. Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy. Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities. Other (Secondary Focus): As with all other members of the Firm, the Investment Principal will take on other activities and projects that contribute to the success of the business. Examples may include: recruiting and training junior members of the team, working with our internal DEI council and business associates, and/or assisting with business development. Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business. The individual may be required to work overtime as needed. Additional responsibilities include: Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team. Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels. Qualifications / Attributes Deep understanding and active passion for investing and markets 8+ years' experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus Proficiency in Microsoft Office (Excel, PowerPoint, Word, Outlook) Strong quantitative skills and detail-orientation Excellent problem-solving and interpersonal skills Ability to thrive in a collaborative working environment High intellectual curiosity and willingness to contribute to the overall success of the business Experience mentoring, training and leading junior team members Benefits Partners Capital is committed to being a great place to work. We are focused both on wellbeing and professional growth. You can expect professional development and career progression opportunities, competitive compensation, exceptional benefits, and a flexible “results-focused” working model. Our benefits package includes medical, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, commuter benefits, paid time off and a 401(k) plan with employer matching. The Firm also supports global philanthropy via a charity program and volunteer day. In addition, we champion a variety of wellness and social events. New York requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our New York office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in New York is $160,000 - $210,000. The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis. The base salary is one element of our competitive compensation package. In addition to the base salary, this position may be eligible for performance-based incentives and our profit share program. Further information about Partners Capital is available on our website ********************* For all California residents, please click here to view the Partners Capital California Applicant Privacy Notice

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States. Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Berkowitz Pollack Brant × Baker Tilly, reflecting our integration into Baker Tilly's expansive national and global network, enhanced resources, and broad range of opportunities. We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs. As a Principal in International Tax Services, you will serve as a senior leader responsible for driving the strategy, growth, and delivery of the firm's international tax services. You will advise complex U.S. and foreign multinational clients on high-impact international tax matters, lead significant client relationships, and play a key role in business development, practice expansion, and talent development. This role is designed for a seasoned professional on the path to partnership. Responsibilities: Lead and oversee complex international tax engagements, providing strategic advisory services to U.S. and foreign multinational clients across a broad range of industries. Serve as a trusted advisor to executive-level client stakeholders on international tax planning, structuring, compliance, and risk management matters. Develop and implement global tax strategies that align U.S. and foreign tax laws, optimizing worldwide tax positions for clients. Drive practice growth through business development, including originating new client relationships, expanding services within existing accounts, and collaborating across Baker Tilly's national and global network. Monitor and interpret global tax developments and proactively advise clients and internal teams on emerging issues, opportunities, and risks. Lead and mentor Directors, Senior Managers, Managers, and staff, fostering a high-performing, collaborative team culture. Provide strategic oversight of international tax compliance for individuals, corporations, partnerships, trusts, and estates, ensuring quality, consistency, and risk management. Collaborate with Partners and firm leadership to shape international tax service offerings, pricing strategies, and market positioning. Champion cross-functional collaboration with other tax, advisory, and assurance practices to deliver integrated client solutions. Represent the firm externally through thought leadership, speaking engagements, and participation in professional and industry organizations. Play an active role in recruiting, developing, and retaining top international tax talent. Qualifications: A minimum of ten years of progressive tax consulting experience, with deep expertise in international taxation. Bachelor's degree in Accounting; CPA certification required. Master's in Taxation, LL.M. in Taxation, or JD strongly preferred. Significant experience with a large public accounting firm or large law firm. Advanced knowledge of inbound and outbound international taxation. Extensive experience in international estate and gift tax planning. Strong expertise in foreign trust matters, including foreign grantor and non-grantor trusts. Proven experience advising multinational corporations on complex international transactions, including transfer pricing, foreign tax credits, and cross-border structuring. Demonstrated success in business development, client relationship management, and practice growth. Strong leadership, mentoring, and team development capabilities. Excellent communication, presentation, and executive-level advisory skills. What We Offer: A competitive and equitable workplace. Significant opportunities for professional growth and advancement toward partnership. Access to Baker Tilly's expansive national and global platform, resources, and client opportunities. A diverse, inclusive, and collaborative culture that values leadership, innovation, and excellence. An entrepreneurial environment for professionals who thrive on growth, influence, and building lasting client relationships. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

About Us At Biz2Credit, we seek individuals who are eager to join a dynamic and innovative fintech company on a mission to transform the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward. As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions. One of them is our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible. But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work. So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit. About the Role We are seeking a Partnership & Client Success Manager who blends operational strength, relationship management, and fintech industry knowledge. This person will work closely with our Head of Partnerships to scale our embedded lending ecosystem, improve partner activation, drive revenue, and ensure integrated partners (SaaS, Payroll, and Banks) have a seamless experience. This is a hands-on, analytical, process-driven role - ideal for someone who understands the mechanics of SMB lending, partner integrations, and the day-to-day realities of managing high-value B2B partnerships. Key Responsibilities Partnership Operations & Optimization Own the operational performance of key partnerships Analyze the partnership funnel end-to-end: lead flow, conversion, partner engagement, and revenue impact Identify bottlenecks and implement process improvements within embedded workflows to increase throughput and partner-driven loan volume Collaborate with Product, Marketing, and Sales Ops to streamline workflows and partner integrations Build dashboards, reporting, and KPIs to track partner performance and forecast revenue Client & Partner Success Serve as the primary operational contact for partner teams Ensure partners understand Biz2Credit's products, processes, and value proposition Manage onboarding, training, and ongoing enablement for partner-facing teams Monitor partner satisfaction and proactively address issues before they escalate Develop playbooks, documentation, and best practices to scale partner success Revenue Growth & Strategic Support Work with the Strategic Partnerships Lead to identify upsell, cross-sell, and expansion opportunities Support new partnership launches with operational readiness and execution Provide insights and recommendations to leadership on partnership performance and growth opportunities Participate in quarterly business reviews with partners Requirements 5+ years in client success, partnership success, or partner operations Fintech, lending, SMB financing, or financial services experience required Strong understanding of lending workflows, lead funnels, and conversion metrics Experience working with payroll providers, accounting platforms, or B2B SaaS ecosystems is a plus Proven ability to manage complex partner relationships and drive operational improvements Analytical mindset with experience using CRM, dashboards, and reporting tools Excellent communication, cross-functional collaboration, and problem-solving skills Comfortable in a fast-paced, high-growth environment What Success Looks Like Increased partner-driven loan volume and revenue Higher partner activation and engagement rates A cleaner, more predictable partnership funnel Stronger partner satisfaction and retention Scalable processes and reporting that support long-term growth Salary Range $120k- $135k

Seeking a dynamic Consulting Partner to lead business growth for our Retail Americas business unit. This leadership role will be responsible for developing and executing strategic consulting and sales initiatives aimed at expanding our existing account portfolios and driving revenue. This role will be responsible for building strong client relationships, engaging in solution-oriented consultative selling, and identifying new business opportunities in collaboration with account teams. Key responsibilities include: * Drive business growth by formulating and implementing strategic consulting and sales plans. * Expand existing account portfolio through effective client engagement and consultative selling. * Collaborate with account teams to proactively identify and qualify new business opportunities. * Lead the deal formation process, orchestrate sales activities, and establish a competitive edge by understanding client business challenges and aligning solutions with their priorities. * Leverage deep industry knowledge and awareness of technology trends to inform strategies and maximize business results. * Serve as a client-facing leader, cultivating long-term relationships and translating market insights into actionable sales tactics. Qualifications: * 10 years+ of proven success in enterprise IT services sales or consulting, including a minimum of 2 years selling to retail clients, with consistent sles target achievement * Exceptional ability to engage, influence, and build trust with C-suite level executive stakeholders * Strong communication, executive presentation skills to articulate compelling solution narratives and differentiated value propositions tailored to client business objectives. * Expert in consultative selling, business case development (ROI, TCO, payback analysis), and value-based pricing and contract strategies. * Strong understanding of retail domain, including merchandising, pricing, inventory, e-commerce, loyalty, personalization, and supply chain. * Experienced in deal management and leading cross-functional teams through discovery, solution shaping, RFP/RFI response, and commercial negotiations * Proficient in commercial modeling, scenario analysis, and risk management to support complex deal structures and outcome-based contracting. * MBA or an advanced degree in business, strategy, or a related field is a plus. Salary Range: $143,200 - $197,800 a year #LI-AD1

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Loan Partner I is responsible for managing the loan officers' schedules and assists the Loan Partner II. The Loan Partner I also manages the branch lead tracker, branch database, and maintains business rapport. Job Responsibilities: Schedule all loan officer appointments, including new leads and additional appointments for the Branch Manager. Take all incoming calls. Assist Loan Partner II with clerical tasks, such as copying and faxing documents. Schedule regular weekly face-to-face meetings based on branch metrics and operations. Meet branch objectives specific to pre-qualifications and pre-approvals. Attend branch events to assist Loan Officer in building clientele. Complete and maintain branch-assigned checklists, files, analysis within allotted branch deadlines. Available to work varying hours and overtime if needed. Qualifications and Skills: High School Diploma or equivalent. Minimum 3 years' residential mortgage processing experience. Encompass experience, required. Experience with RESPA and general knowledge of all mortgage and consumer lending regulations, and loan documents preferred. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. Proficient in DU, LP, Microsoft Outlook & Windows. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Are you ready to be part of a dynamic and innovative mortgage company that prioritizes relationships over transactions? At NQM Funding, LLC, dba Premier Mortgage Associates, we have been dedicated to turning dreams of homeownership into reality for over 25 years. We believe in building enduring relationships with our clients, providing personalized mortgage solutions that truly put their needs first. Our commitment to excellence and integrity sets us apart, allowing us to close loans based on genuine connections rather than mere leads. Embark on a fulfilling career where your dedication to client satisfaction is valued and makes a real difference. Join our team and discover a path where passion aligns with excellence, providing daily opportunities to make a significant difference. Apply today and become part of our journey to create homeowner success stories! Our Corporate Headquarters, located in Boca Raton, Florida, is looking to hire a Loan Partner. Job Title: Loan Partner Reports To: Team Production Manager FLSA Status: Exempt Department: LOA Division: Retail Annual Salary: Salary plus bonus Summary: Responsible for providing administrative and clerical support to the Mortgage Loan Originator in a timely manner to complete client s loan application process. The role is within a high-volume production team working to enhance the Mortgage Loan Originators productivity. Coordinates and communicates with the customers, Loan Officers, processing team, and underwriting to ensure the loan application process is smoothly completed with accurate documentation. This is performed by obtaining necessary documents such as asset and income statements, appraisals, homeowner insurance, credit reports and title documents. In addition, manage closing dates and other ad-hoc tasks throughout the loan process. The Loan Partner must have excellent oral and written communication skills. Duties and Responsibilities include the following. Pipeline management; assuming multiple loans in a fast paced work environment Communicate with applicants to obtain all pertinent information (not provided at loan application). This guides clients through the mortgage process ensuring important dates are met. Meet all SLA's set in place Assist with obtaining condo information, Realtor contact information, Attorney fee sheets and insurance binders Structure loans and calculate borrower s income Discuss loan rates with borrowers Running loans through various systems for credit and automated underwriting Reviewing asset statements, paystubs, tax returns and other documentation provided by borrowers for large deposits, accuracy and to ensure that the documentation is complete Assist the borrower with letters of explanation for the underwriter Submit loans to Disclosure Desk once loans are pre-approved and the contract is received for processing Review preliminary figures for closing disclosures and send to customers with finalized fees prior to final approval Track to confirm receipt of Initial Closing Disclosure delivery to borrower Work with manager for any rush requests Other duties as assigned Skills: Bilingual: English and Spanish preferred Encompass 360 Required Oral/Written Communication Skills Customer Service General knowledge of loan products and process Organizational skills Project Management Time Management Must be able to multi-task Able to handle a high-stress position Must have strong problem solving and critical thinking skills Must show strong initiative Good organizational skills, along with substantial knowledge of guidelines and procedures for all types of mortgage loans offered by the bank, are critical. Interpersonal skills are critical as this position is customer and Realtor focused and works with other staff within the department. This position requires excellent communication skills, as incumbent will have face to face and phone interaction with customers and referral sources, so must be able to communicate with these individuals with respect, courtesy, and appreciation for doing business with the bank Education/Experience: Degree: High School Diploma or Equivalent. Prior 2-3 years of loan officer assistant or related experience required. NMLS Active license is required. NQM Funding, LLC offers the following benefits: Medical Plan Dental Plan Vision Plan GAP Insurance Life Insurance paid by the company Voluntary Life Insurance 401K Pet Insurance Legal Shield/ID Shield Equal Employment Opportunity: NQM Funding, LLC management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. NQM Funding, LLC will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. NQM Funding, LLC will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to NQM Funding, LLC.

Salaried Loan Partner We are seeking a motivated and detail-oriented Loan Officer to join our financial services team. The ideal candidate will have a strong background in financial sales and credit analysis, with a commitment to providing exceptional service to clients. As a Loan Officer, you will be responsible for guiding clients through the loan application process, assessing their financial needs, and recommending suitable loan products. A thorough understanding of Fair Housing regulations and experience with financial software are essential for success in this role. Respond to all in-house and customer inquiries regarding transactions and provide quotes when needed to offer exceptional customer service with outstanding communication skills A minimum of 3 years of previous experience fulfilling the roles of an LOA/Loan Partner, Loan Officer, 5+ years preferred Minimum 2 years of outbound call center experience with a track record of successfully securing the contract for new loans Experience as well as being comfortable with calling potential and past clients to sell rates Loan Origination experience is a plus Current NMLS # preferred with the ability to include PA, NJ, DE, FL

At United Wholesale Mortgage, success has no limit - especially among our Account Executives. This hardworking team is one of the biggest forces behind our business's achievements, working diligently to create long-term relationships with broker partners, to help grow their businesses and sell the value of UWM. Our AEs take vast industry knowledge and unparalleled client service to another level - and you can be part of it all. If you're ready to bring your "A" game, we'll cover the training, tools and resources you need to get started. All new AEs get 500 hours of training each year, plus their own portfolio of brokers, and highly competitive products and services. Then you're off - building relationships with your brokers, coaching them, and most importantly, helping them succeed. Because when they succeed, you do, too. WHAT YOU WILL BE DOING * Building and maintaining long-term relationships with broker accounts in all 50 states * Training and educating brokers on UWM's Easiest Application System Ever (EASE), programs, products, guidelines and processes * Acting as your clients' go-to resource for guidance and solutions * Delivering up-to-the-minute information about the latest products, resources and industry updates * Championing your brokers and striving to make every loan a success story * Monitoring the performance of accounts in your pipeline * Building and managing a strong pipeline of loans to meet and exceed sales goals WHAT WE NEED FROM YOU Must Have Qualifications: * High school diploma or equivalent * Minimum one year of experience in mortgage sales as a loan officer, mortgage banker or wholesale account executive * OR minimum one year of relationship based sales experience * Understanding the difference between retail and wholesale lending * Proven success in building business relationships * Confident communication skills and professionalism over the phone and face to face * Proficiency with technology including Microsoft Office, CRM's and the ability to multi-task * Ability to take feedback and be coached up with the desire to get better every day * Hard workers who take accountability for their actions * Self-motivated with a strong work ethic and a positive attitude Nice To Have Qualifications: * Knowledge of the mortgage industry with previous experience working for a retail or wholesale mortgage lender * Inside sales and/or phone sales experience * A passion for the mortgage industry * Previous experience in a business to business sales model * A desire for a six figure income and the motivation to work in a competitive sales environment NOTE: This is an inside account executive position based in Pontiac, Michigan. Candidates must reside or be able to relocate to the metro Detroit area. We are not currently seeking outside account executives. Our account executive's work a 10:00am to 7:00pm schedule with a one-hour lunch. THE PLACE & THE PERKS Ready to join thousands of talented team members who are making the dream of home ownership possible for more Americans? It's all happening on UWM's campus, where our award-winning workplace packs plenty of perks and amenities that keep the atmosphere buzzing with energy and excitement. It's no wonder that out of our six pillars, People Are Our Greatest Asset is number one. It's at the very heart of how we treat each other, our clients and our community. Whether it's providing elite client service or continuously striving to improve, our pillars provide a pathway to a more successful personal and professional life. From the team member that holds a door open to the one that helps guide your career, you'll feel the encouragement and support on day one. No matter your race, creed, gender, age, sexual orientation and ethnicity, you'll be welcomed here. Accepted here. And empowered to Be You Here. More reasons you'll love working here include: * Paid Time Off (PTO) after just 30 days * Additional parental and maternity leave benefits after 12 months * Adoption reimbursement program * Paid volunteer hours * Paid training and career development * Medical, dental, vision and life insurance * 401k with employer match * Mortgage discount and area business discounts * Free membership to our large, state-of-the-art fitness center, including exercise classes such as yoga and Zumba, various sports leagues and a full-size basketball court * Wellness area, including an in-house primary-care physician's office, full-time massage therapist and hair salon * Gourmet cafeteria featuring homemade breakfast and lunch * Convenience store featuring healthy grab-and-go snacks * In-house Starbucks and Dunkin * Indoor/outdoor café with Wi-Fi DISCLAIMER All the above duties and responsibilities are essential job functions subject to reasonable accommodation and change. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. Team members may be required to perform other or different job-related duties as requested by their team lead, subject to reasonable accommodation. This document does not create an employment contract, implied or otherwise. Employment with UWM is "at-will." UWM is an Equal Opportunity Employer. By selecting "Apply for this job online" you provide consent to UWM to record phone call conversations between you and UWM to be used for quality control purposes.

Seeking a seasoned Retail Merchandising leader for the North America Retail Business Consulting division. The ideal candidate will have deep retail expertise, hands on experience in retail merchandising, especially in grocery, and a proven track record of driving transformation and operational excellence across key topics such as assortment planning, space optimization, pricing and promotions, allocation, vendor management, and category strategy. * Experience leading merchandising functions within retail organizations and delivering measurable results through change initiatives is essential. Consulting experience is highly advantageous but not required. * In this position, you will lead large-scale merchandising transformation programs, redesign operating models, business processes, and planning cycles, and enable technology adoption across merchandising levers. Success requires deep industry knowledge, practical expertise, a commitment to diversity and inclusion, and the ability to build strong client relationships and shape the future of our consulting practice. Key Responsibilities Strategic Leadership * Develop and execute the merchandising consulting strategy for the North America market, aligning with the company's global vision and objectives. * Own and deliver the revenue targets for the merchandising consulting business for North America Retail. * Lead high-impact merchandising strategy and transformation engagements, providing strategic insights and driving value for global clients, with a particular focus on grocery Retail and, ideally, broader general merchandise and discretionary categories. * Determine Retailers' merchandising objectives by assessing current assortment, space and floor planning, pricing, inventory management, planning processes and operating models to identify opportunities, gaps, and future threats. * Collaborate with global leadership to ensure consistency and quality of service across regions. * Leverage deep functional merchandising experience to shape change programs either within merchandising or in partnership with central strategy/operations teams. Client Engagement & Business Development * Build and maintain strong relationships with Chief Merchandising Officers, VPs of Merchandising, Pricing and Category leaders, and other key decision-makers in the Retail industry. * Identify and pursue new business opportunities in merchandising strategy and operations, expanding the client base and driving revenue growth. * Serve as a trusted advisor to clients, providing thought leadership on merchandising trends, pricing strategies, assortment optimization, data analytics and AI-driven planning. * Develop new merchandising consulting propositions that enable clients to address future category and pricing challenges, leveraging your network and relationships to shape opportunities and drive pipeline growth. Practice Leadership * Play a leadership role in shapi ng and building the merchandising consulting capability, with functional depth across assortment planning, space & floor planning, pricing and promotions, vendor negotiations, allocation, category strategy, merchandise financial planning, and private label development. * Initially, the role will focus on thought leadership, client development, delivery leadership and driving consulting revenue; over time, there will be opportunities to build and lead a growing team as the practice expands. * Drive recruitment, training, and professional development initiatives as the team scales, ensuring it develops best-in-class merchandising capabilities and consulting expertise. * Foster a collaborative and innovative culture, ensuring a free exchange of perspectives and ideas to drive client impact. * Champion business process innovation and continuous improvement across merchandising functions, drawing on proven change management approaches. Thought Leadership * Represent the company at merchandising and Retail conferences, events, and forums (e.g., NRF Big Show, pricing & assortment forums), enhancing brand visibility and thought leadership in merchandising transformation. * Create and publish Whitepapers on emerging retail trends and capabilities. Operational Excellence * Ensure the highest standards of merchandising project delivery, client satisfaction, and operational efficiency. * Monitor and manage the Consulting practice's financial performance, including budgeting, forecasting, and profitability analysis. Implement best practices in project management, risk management, and quality assurance. * Candidates may be based anywhere in the United States. Salary Range: $163,200-$226,000 a year #LI-KM1

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Loan Partner II delivers exceptional customer service from contract to closing by guiding borrowers through each step of the loan process. This role oversees the end-to-end loan pipeline, including interest rate locks, to ensure timely and compliant closings. By providing consistent updates on key milestones, next steps, and action items, this role keeps borrowers and real estate partners well-informed. The Loan Partner II drives high customer satisfaction and fosters lasting client relationships through proactive communication and engagement. Job Responsibilities: Deliver high-quality customer service throughout the loan process, from contract execution to closing. Contact the borrower within 24 hours of file receipt to introduce the role, set expectations, outline next steps, and review the Uniform Residential Loan Application (Form 1003) for completeness and accuracy. Send introductory emails to both the buyer's and seller's agents for new purchase contracts, copying the Loan Officer. Create and distribute personalized introductory and appreciation videos to enhance client engagement. Distribute, review, and explain (via phone call) the Closing Disclosures (CDs) to borrowers, addressing questions and correcting errors before sending the documents out for signature. Notify Realtors and builders to coordinate closing, providing client support as needed. Draft and distribute closing notifications to all parties, detailing the date, time, location, required documents, cash-to-close amounts, and remittance instructions. Notify the Marketing team of the closing date, time, and location to ensure on-site closing gift delivery. Maintain a minimum 95% five-star rating on post-closing client satisfaction surveys. Manage a pipeline of loans to ensure smooth and on-time closings; participate in daily and weekly pipeline review meetings to track loan status and address processing bottlenecks. Stay current on loan products and regulatory requirements to ensure accurate and compliant processing. Review loan files to identify and notate any items needed from the borrower within 24 hours prior to submission. Collaborate with the Operations Manager to troubleshoot and resolve processing challenges. Communicate underwriting conditions to borrowers within 48 hours of receipt, providing both verbal explanations and written condition lists. Perform a quality control review of final loan paperwork against established checklists and compliance standards. Submit loans to Underwriting at least 15 days before the scheduled closing. Deliver closing documents to Closing within 72 hours (3 business days) prior to the closing date. Distribute weekly lender status updates (LSUs) to Realtors, Loan Officers, and Operations Managers. Notify borrowers of key milestones such as appraisal completion, underwriting approval, and document delivery to the title company and provide weekly status updates through scheduled phone calls and follow-up emails, summarizing progress, soliciting feedback, and requesting referrals. Conduct post-closing follow-up via phone call and email to congratulate, thank, and gather feedback from the borrower. Generate at least one client referral per transaction through proactive relationship management and service excellence. Qualifications and Skills: High School Diploma or equivalent. State and Federal NMLS License, preferred. 3+ years of experience in conventional fixed-rate and ARM, HELOC, and construction mortgage loan processing or origination. Experience with mortgage loan processing. Experience with Encompass. Excellent communication and collaboration skills. Proficiency in DU, LP, Microsoft Office, and Windows. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $24.04-$26.44 Eligible for monthly bonus incentive. The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Full-time Description Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour

Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: * Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. * Excellence: We strive to provide our members with the best possible service. * Teamwork: We believe that we can achieve more together than we can alone. * Respect: We treat each other with dignity and respect. * Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES * Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. * Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads * Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. * Required expertise on all products and services offered by HFCU * Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. * Cash handling and processing transactions. * Organize priorities, achieve monthly goals, and deliver quality work * Ability to function as Teller or Financial Service Representative to support branch needs * Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. * Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. * Participate in organizational team projects, representing Retail in a professional and competent manner. * Mentor new hires * Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: * Previous call center experience a plus. * Active listening and effective communication. * Problem-solving abilities and technical support skills. * HFCU product knowledge. * Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. * Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. * Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. * Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. * Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. * Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. * Ability to project a professional appearance and positive attitude at all times. * Effectively communicate with team members and peers to develop a network of support and collaboration. * Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour

Full-time Description Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, and Community Matter! Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do. We believe in: · Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community. · Excellence: We strive to provide our members with the best possible service. · Teamwork: We believe that we can achieve more together than we can alone. · Respect: We treat each other with dignity and respect. · Community: We are committed to giving back to the communities we serve. If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy. Rate of Pay: $23.00 - $26.00 per hour ESSENTIAL FUNCTIONS AND RESPONSIBILITIES Answering all incoming member calls and addressing all needs, including placing members in appropriate accounts and consumer loan products and assistance with all digital enrollments for all HFCU products and services. Responding to all digital inquiring and needs, including but not limited to chat, online account and loan requests as well as marketing leads Proactively reach out to all new memberships established through line of business partners to assess needs and offer additional products and services as appropriate. Required expertise on all products and services offered by HFCU Demonstrate an ability to think critically to ensure best options are provided to members in both sales opportunities and meeting needs in general. Cash handling and processing transactions. Organize priorities, achieve monthly goals, and deliver quality work Ability to function as Teller or Financial Service Representative to support branch needs Demonstrate understanding and support of all HFCU initiatives for employee development. Actively participate in personal growth through use of tools and resources available to you. Proactively look for operational enhancements and research options to present for process improvements to the Enhancement Committee. When applicable, partner with departments to brainstorm, design and implement approved enhancements. Participate in organizational team projects, representing Retail in a professional and competent manner. Mentor new hires Performs other duties as assigned PERFORMANCE MEASUREMENTS Performance is measured against the competencies and goals as outlined in the Employee Performance Program, and established in partnership with the employee's leadership. There are three levels associated with this position. Level will be determined through managerial assessment of employee and location specific business needs. Level 3 Demonstrates superior product knowledge. Requires no instruction in the completion of basic duties. Possess excellent needs bases selling skills. Demonstrates capability to handle all complex branch assignments. Requirements EDUCATION/CERTIFICATION: Customer service and sales experience. Notary License required or within 12 months of hire. REQUIRED KNOWLEDGE AND EXPERIENCE: Previous call center experience a plus. Active listening and effective communication. Problem-solving abilities and technical support skills. HFCU product knowledge. Extensive customer service and sales experience (financial industry experience preferred) including but not limited to customer service, needs based selling, goal attainment, cash handling, project and team participation, and community development. Develop skill set in cash handling and transactional processing, performing account and loan intake and funding, and answering member inquiries through in branch and phone interactions. This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance. SKILLS/ABILITIES: Demonstrate the ability to think critically and creatively to problem solve and build business plans. Demonstrate the ability to effectively collaborate with direct team, department leaders and line of business partners to achieve organizational goals. Demonstrate self-awareness, discipline and a strong desire to learn and contribute to the success and wellbeing of self, team members and the organization. Demonstrate an ability to effectively communicate with internal and external members in a professional and respectful tone and manner. Demonstrate a strong commitment to listening, anticipating and addressing the needs and concerns of internal and external members. Ability to project a professional appearance and positive attitude at all times. Effectively communicate with team members and peers to develop a network of support and collaboration. Demonstrate engagement, enthusiasm, and passion through providing stellar service to both internal and external members. Salary Description $23.00 - $26.00 per hour

Graham Partners is a private investment firm focused on investing in technology-driven companies that are spurring innovation in advanced manufacturing, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. We are expanding our team and seeking an Investment Professional who is highly driven, collaborative, and brings expertise in one or more of the following subsectors: Industrial Technology, Medical Devices & Life Sciences, and Consumer & Food Manufacturing. This individual will assist across strategies with Graham's most recent buyout fund holding a final close in July 2024 at $1.83B. Your Role & Responsibilities: As an Investment Professional, you will be a critical part of Graham Partners' deal teams, with responsibilities spanning the entire investment lifecycle: Evaluating Transactions: Conducting rigorous financial, operational, and strategic analyses to assess the viability of potential investments. This includes performing market research, competitive analysis, and financial due diligence to support data-driven decision-making. Structuring and Executing Investments: Assisting in the structuring of deals, negotiating key terms, and executing transactions. This involves developing investment theses, preparing investment committee presentations, and working closely with legal and financial advisors to finalize deals. Assisting Senior Investment Professionals with Portfolio Company Management: Supporting value creation initiatives across portfolio companies, including strategic growth planning, operational improvements, and financial performance tracking. You will work closely with management teams to implement best practices and optimize business outcomes. We seek top-tier talent with the following qualifications: Experience: 4-6+ years in investment banking or management consulting, plus private equity. Skills: Exceptional analytical, financial modeling, and problem-solving abilities. Subsector Expertise: Knowledge in one or more of the following sectors: Industrial Technology, Medical Devices & Life Sciences, and Consumer & Food Manufacturing. Communication & Leadership: Strong ability to articulate insights (written and verbal) and collaborate effectively across teams. Education: A track record of academic excellence, including a top-tier MBA program (preferred) and demonstrated accomplishments. Passion: Deep interest in investing and business transformation. Location Preference: Ties to the Philadelphia area are highly preferred. Why Graham Partners? In this role, you will work alongside experienced investors, drive transformational change, and accelerate your career in an environment that values innovation and excellence. High-Impact Investments: Gain hands-on experience with complex, high-value transactions that shape industries. Accelerated Career Growth: Develop deep investment expertise through mentorship from seasoned private equity professionals. Entrepreneurial & Collaborative Culture: Thrive in a team that fosters innovation, teamwork, and hands-on leadership. We Offer Competitive Compensation & Benefits: Comprehensive health benefits package, including medical, dental, and vision 401(k) Opportunity for a hybrid office schedule Paid firmwide holidays Ongoing training Wellness stipend / Fitler Club membership Paid parental leave About Graham Partners: Graham Partners is a private investment firm principally focused on investing in technology-driven companies in advanced manufacturing and technology-enabled services that are spurring innovation, resulting in product substitutions, raw materials conversions, and disruptions to traditional end markets. Graham can offer control or minority capital solutions and typically targets companies with EBITDA up to $50 million. Since Graham began managing third party capital roughly 25 years ago, the firm has closed over 160 acquisitions, joint ventures, financings, and divestitures. The committed capital raised since inception through the Graham Partners funds together with Graham-led co-investments totals approximately $7.5 billion as of September 30, 2025, which differs from Graham's Regulatory Assets Under Management of approximately $4.9 billion as of September 30, 2025. Investors include college and university endowments, foundations, funds-of-funds, insurance companies, pension plans, high-net-worth individuals, and other institutional investors. Based in suburban Philadelphia, the Firm has access to extensive operating resources and industrial expertise and is a member of The Graham Group, an alliance of independent operating businesses, investment firms, and philanthropic entities, which all share in the common legacy of entrepreneur Donald Graham. Join us and make an impact! If you're ready to launch the next phase of your private equity career with a firm that values innovation, excellence, and long-term growth, we encourage you to apply. Graham Partners is an Equal Opportunity Employer. We do not discriminate based upon race, color, sex, gender identity, sexual orientation, age, religion, national origin, disability, citizenship status, military status, genetic information, or any other applicable characteristics protected by law. We invite all interested qualified applicants to apply for career opportunities.