Operations Specialist jobs at Civista Bank - 224 jobs

Requirements Qualifications, Knowledge and Skills: Two years' experience in banking or financial services or other related experience. High School Diploma or equivalent, with office administrative skills or certification. Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience. Exceptional organization, time management and follow-up skills. Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers. Ability to follow detailed instructions and a wide range of procedures requiring sound judgement. Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs. Possess the ability and desire to be cross-trained in many different job duties within the department. 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 ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time. 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.

This position provides clerical and administrative support to the Gas Operations Integration Center, ensuring timely and accurate preparation of work while supporting a highly efficient, team-oriented environment. The role is responsible for applying, receiving, distributing, communicating, and executing permits; supporting the One Call process; managing site readiness details; and creating, updating, and executing WMS/DIS order types. Additional responsibilities include utilizing PC applications such as Word, Excel, and PowerPoint, managing email communications through Lotus Notes, preparing correspondence, supporting office administration, handling customer complaints, and delivering excellent internal and external customer service through effective communication and teamwork.

Who we are is what we do. Deel is the all-in-one payroll and HR platform for global teams. Our vision is to unlock global opportunity for every person, team, and business. Built for the way the world works today, Deel combines HRIS, payroll, compliance, benefits, performance, and equipment management into one seamless platform. With AI-powered tools and a fully owned payroll infrastructure, Deel supports every worker type in 150+ countries-helping businesses scale smarter, faster, and more compliantly. Among the largest globally distributed companies in the world, our team of 7,000 spans more than 100 countries, speaks 74 languages, and brings a connected and dynamic culture that drives continuous learning and innovation for our customers. Why should you be part of our success story? As the fastest-growing Software as a Service (SaaS) company in history, Deel is transforming how global talent connects with world-class companies - breaking down borders that have traditionally limited both hiring and career opportunities. We're not just building software; we're creating the infrastructure for the future of work, enabling a more diverse and inclusive global economy. In 2024 alone, we paid $11.2 billion to workers in nearly 100 currencies and provided healthcare and benefits to workers in 109 countries-ensuring people get paid and protected, no matter where they are. Our momentum is reflected in our achievements and customer satisfaction: CNBC Disruptor 50, Forbes Cloud 100, Deloitte Fast 500, and repeated recognition on Y Combinator's top companies list - all while maintaining a 4.83 average rating from 15,000 reviews across G2, Trustpilot, Captera, Apple and Google. Your experience at Deel will be a career accelerator. At the forefront of the global work revolution, you'll tackle complex challenges that impact millions of people's working lives. With our momentum-backed by a $17.3 billion valuation and $1 B in Annual Recurring Revenue (ARR) in just over five years-you'll drive meaningful impact while building expertise that makes you a sought-after leader in the transformation of global work. Summary The Legal Operations Specialist supports the Legal team by driving operational excellence, automation, and cross-functional collaboration across commercial, corporate, and employment matters. The position focuses on improving scalability and efficiency through process design, data-driven insights, and technology-enabled workflows. Responsibilities * Manage and support legal operations projects across commercial, employment, and corporate matters. * Lead initiatives to automate legal and business workflows (for example, legal intake, contract lifecycle management, approval processes and document automation). * Design, implement, and continuously improve processes to increase scalability and efficiency within the legal function. * Track and report on key metrics to measure performance and support data-driven decision-making. * Develop learning and knowledge materials for the legal team and other departments to promote knowledge sharing and consistent practices. * Collaborate with cross-functional teams (e.g., product, sales, support, business development, IT, and finance) on legal matters and lead cross-functional projects. * Support internal compliance and risk management initiatives and ensure legal alignment across the organization. * Build and maintain partnerships with law firms, accounting firms, insurance funds, and other relevant partners. Qualifications * Operations background or a BA in a business field. * 1 to 2 years experience in an operational setting (not required to be legal). * Strong knowledge and interest in corporate, employment, and/or commercial law (paralegal experience is a plus). * Proactive, adaptable, and eager to learn and grow professionally. * Ability to work under pressure and meet tight deadlines. * Excellent written and verbal communication skills. * Fluent in English; other European or Asian languages are a plus. * Ability to work both independently and as part of a team. Total Rewards Our workforce deserves fair and competitive pay that meets them where they are. With scalable benefits, rewards, and perks, our total rewards programs reflect our commitment to inclusivity and access for all. Some things you'll enjoy * Stock grant opportunities dependent on your role, employment status and location * Additional perks and benefits based on your employment status and country * The flexibility of remote work, including optional WeWork access At Deel, we're an equal-opportunity employer that values diversity and positively encourage applications from suitably qualified and eligible candidates regardless of race, religion, sex, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, pregnancy or maternity or other applicable legally protected characteristics. Unless otherwise agreed, we will communicate with job applicants using Deel-specific emails, which include @deel.com and other acquired company emails like @payspace.com and @paygroup.com. You can view the most up-to-date job listings at Deel by visiting our careers page. Deel is an equal-opportunity employer and is committed to cultivating a diverse and inclusive workplace that reflects different abilities, backgrounds, beliefs, experiences, identities and perspectives. Deel will provide accommodations on request throughout the recruitment, selection and assessment process for applicants with disabilities. If you require accommodations, please inform our Talent Acquisition Team via this link and a team member will be in touch to ensure your equal participation. If you have difficulty accessing the form, please email at *******************. We use Covey as part of our hiring and/or promotional processes. As part of the evaluation process, we provide Covey with job requirements and candidate-submitted applications. Certain features of the platform may qualify it as an Automated Employment Decision Tool (AEDT) under applicable regulations. For positions in New York City, our use of Covey complies with NYC Local Law 144. We began using Covey Scout for Inbound on March 30, 2025. For more information about our data protection practices, please visit our Privacy Policy. You can review the independent bias audit report covering our use of Covey here: **************************************

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit ************************** We have an exciting opportunity for an Advisor Team Operations Specialist! This position works to ensure that WEG's Client Services staff have the knowledge, skills and abilities to provide “best in class” service to our clients. The position is responsible for the integration of new advisory practices and for providing training and support to new and existing practices. This is a fully remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $85,000.00 to $105,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual bonus. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Training and ongoing support of Advisor Team Staff Demonstrated proficiency in Client Service processes and WEG core systems Actively provide daily support via email/phone queue for Advisor Teams Adhere to support Quality Standards Adhere to support response time SLA's Deliver training to new hires and new to WEG employees Deliver training and support to acquisition team employees Deliver training for platform enhancements, process changes and identified learning needs to Advisor Teams as needed Support the maintenance of procedure guides and training materials for Client Service staff Deliver upskills training as requested New Team Integration Support Participate in pre-acquisition meetings Create and update training outlines for teams when acting as lead Deliver training and support to acquisition team employees, both remotely and in person Utilize Connections and process & procedure guides in training sessions Lead and participate in open office hours for all acquisition teams Track attendance of trainings and report as appropriate Define checkpoints to substantiate training program and adoption; determine additional needs as appropriate Log training/support hours in Support Org Develop and Maintain Training Materials Support ATO Managers to review and update existing training materials Participate in developing and updating training materials as identified Business Process Evaluation, Development and Testing Identify and report opportunities for efficiencies in streamlining processes within ATO and Advisor Teams Review, understand and become proficient on workflow process and technology enhancements Support testing as requested Coach and Mentor Team Members Training, mentor new team members as appropriate Education/Qualifications Bachelor's Degree (or equivalent experience) in business, financial services or related field Experience as a CSA/CSM on an advisory team, on a financial services support team or as an ATO Associate Knowledge of broker-dealer and custodial platforms and investment products Demonstrated skills working with FAs, Client Service professionals Software: Microsoft Office; Salesforce; Orion Strong oral, written and presentation skills; ability to train others, coach, mentor and provide feedback Must be in good compliance standing with all rules, regulations and policies WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as the Individual Contributor level is $79,200.00 to $110,900.00. However, the base salary range bolded above is what we expect to pay as a starting range for this position. #LI-MR1 #LI-Remote Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance - employer paid and voluntary options Short-term and long-term disability, workers compensation - employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) 12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at ************ Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify. Click the following link to view Federal and E-Verify posters: Link OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

United Community is seeking a detail‑oriented SBA Operations Specialist II to support the reporting, processing, and accounting functions within the SBA Division. This role plays an important part in maintaining the accuracy, compliance, and operational effectiveness of SBA loan processes and departmental activities. What You'll Do Assist bank and department personnel with questions related to SBA loans and department processes Prepare 1086 participation agreements and book sales for loan sales Assist with preparation and submission of required reports to the Fiscal Transfer Agent (FTA), including resolving discrepancies Balance related general ledger accounts, including guaranty fee receivable accounts Perform accounting functions for the SBA Business Unit, including reconcilement, departmental reporting, investor payments, payments to third parties and government partners Carry out various duties requiring extensive knowledge of SBA and bank procedures Process LOC maintenance requests Update E‑Tran liquidation statuses Process guaranty fee payments and increases Perform wire transfers and internal funds transfers Clear exceptions Process payoffs to FTA Complete E‑Tran input and submissions for SBA and SBA Small Loan programs Assist in processing draws for SBA construction loans Prepare and submit change memos and modifications through E‑Tran Prepare transcript orders and 4506‑C documentation Submit INS/912 clearance requests Review boarding data sheets Perform other duties as assigned Requirements For Success Bachelor's degree Minimum 5 years' experience in accounting or loan operations Accounting experience and/or education Motivated self‑starter with the ability to work independently with minimal supervision Above‑average proficiency in Microsoft Excel and Word Strong interpersonal communication and organizational skills Excellent customer service and telephone skills Exceptional attention to detail Participation in all required compliance training, including Bank Secrecy Act/anti‑money laundering training and all internal/external training programs, meetings, or seminars Conditions of Employment Must be able to pass background & credit check. This is a full-time, non-remote position. FLSA Status: Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $49,972.00 - USD $76,958.00 /Yr.

Knock is redefining the home buying and selling experience, and we're only getting started! We're a passionate team of industry experts who knew there had to be a better, simpler way for people to navigate the journey between homes. That people-first mindset is core to how we operate, and why Knock has been honored as one of Inc.'s Best Workplaces six times in the past seven years. We bring that mindset into the work we do every day. The Knock Bridge Loan™ empowers homebuyers to ‘buy before they sell', by unlocking the equity in their current home, giving them greater convenience, certainty, and competitiveness. Founded in 2015, Knock has grown into a trusted partner for thousands of homebuyers and a network of 60,000+ loan officers and agents across the country. Backed by top investors like Foundry Group, Trinity Capital, and the National Association of Realtors, we've built a reputation for innovation and trust, earning 900+ five-star Zillow and Trustpilot reviews and an A+ BBB rating. Join our growing team and help shape the future of homebuying! To learn more, visit Knock.com Lending Operations Specialist - Central, Mountain and Pacific Time Zones Here at Knock, we strive to always put people first and go above and beyond to service our partners and customers with our first-of-its-kind Knock Bridge Loan™. Knock enables borrowers to use the money “tied up” in their current home to purchase their next one. Each Knockstar is expected to manage a high volume, complete quality work, ensure timeliness and work within defined deadlines. Are you a mortgage guru having done just about every role in the mortgage assembly line? Are you a unicorn that changes gears like a chameleon changes colors and can do it seamlessly without skipping a beat? If so, this job may be just for you! What You'll Do Work in all aspects of the bridge loan cycle at Knock. From loan set up and disclosures, to reviewing and approving the bridge loan to preparing closing documents, you will move seamlessly through all phases of the loan process. Assist gathering required documentation to successfully submit the loan file for processing/underwriting and obtaining Initial Closing Disclosure signatures to meet on-time closings Ensure minimum submission requirements and documents are met prior to submitting loans to processing Understanding of TRID to compliantly issue initial disclosures and revised Loan Estimates, ICDs as well as compliance of APR requirements Experience with condo approval requirements including requesting documents and reviewing documents to ensure all relevant questions are completed Calculate Knock Bridge Loan advance amounts using internal calculations and guidelines Accurately condition loan files based on the loan application and file documentation Consistent communication internally providing loan status and approval updates Effective and consistent communication with external Lending Partners, Agents, and Borrowers Review title reports and homeowners/flood insurance to ensure Knock's lien position and security interest Prepare initial closing disclosures and balance with settlement and send electronically to the borrower(s) Settle all closing issues timely, accurately, and always putting the customer experience first Prepare and execute the transfer of lender funds for disbursement Ensure loan closing is progressing while working lock step with a cross-functional team of Loan Assistants, Bridge Loan Specialists and Loan Officers Prepare all loan documents for signature, verifying accuracy of the loan file (interest rate, property, sales price, loan amount, vesting, etc.), and ensuring the file has all completed documents prior to closing Reconcile/enter/update loan level information to prepare closing documents, and confirm necessary loan file documents are present (title commitment, HOI, etc.) Verify the closing disclosure meets all required federal and/or program guidelines Ensure closings adhere to lock confirmation, loan approval, and program guidelines Provide timely communications regarding closing status as appropriate Enter information into Encompass, following up and communicating with customers, and obtain missing or updated documentation in order to process the mortgage loan file in a timely manner Coordinate with settlement partners to ensure that data is uploaded from our LOS to their system accurately and timely to ensure closing dates are met Audit signed closing documents to ensure complete and accurate package is received after closing and before funding Excellent customer service is second nature, with a natural inclination to assist others Efficiently and effectively manage and process a pipeline of loans daily while maintaining company turn times Continually learn, grow, and expand your knowledge, while also supporting others' learning experiences; act as a mentor and be a resource for others inside and outside of your team Take on ad-hoc projects as they arise & always be willing to support your team where they need you What You'll Bring A minimum of 3 years of recent closing experience with additional relevant mortgage experience in processing and/or underwriting preferred. Experience within the last 12 months in the residential loan mortgage industry, particularly handling cash out refinance transactions Strong understanding of mortgage regulations from origination to post-closing Recent experience managing and facilitating a large pipeline of loans, 50 to 60 per month You have a keen attention to detail and check and double check your work You are someone who is passionate about providing amazing customer service; you go above and beyond and strive to ‘wow' the customer, always You are an over-communicator with exceptional written and verbal communication skills You're highly organized and successful managing multiple competing priorities at once You possess strong sense of urgency and track record of thriving in a fast-paced, growth startup environment You are confident using new technology and familiar with lending management systems You believe in creating diverse, equitable, and inclusive practices and programs that will further Knock's commitment to making an impact, learning, putting people first, being open, and courageous You have proven success working 100% remote in prior positions & are experienced working with a distributed, national team Location: Pacific-Central time zones Education: High school diploma or equivalent We encourage you to apply even if you don't have every listed requirement Physical Requirements: Set up and constantly operate a computer Communicate and exchange accurate information to others via telephone or internet video applications The candidate must be able to perform the essential functions of the job, with or without reasonable accommodation. Compensation and Benefits: Our Compensation Philosophy: As a fully remote (U.S.-based) workforce, our goal is to ensure that all Knockstars are fairly compensated. The salary range below represents a good-faith estimate for this position and is provided in accordance with applicable state and local pay transparency laws. The base salary range for this position is $70,000-$75,000 USD. This role is also eligible for an uncapped incentive plan (bonus). On-target earnings (OTE), which include base salary and incentive compensation, are up to $112,000 USD, based on individual performance and are not guaranteed. 💼 Offer & Employment Terms The actual offer, reflecting the total compensation package & benefits, will be at the company's sole discretion, and determined by factors including but not limited to years of experience, job level, geographic location, and other relevant business considerations. The company also reserves the right to amend or modify this job description, employee perks, and benefits at any time. Employees eligible for bonus and/or commission will be provided details in the offer letter. ❓Why Knock 💡 Purpose-Driven Work: Your contributions will improve the homeownership journey for thousands of individuals and families. 🏡 Remote-First Flexibility: Work from anywhere in the U.S. with a flexible, people-first approach. 💙 Innovative Culture: Collaborate with curious, talented colleagues in a supportive, growth-oriented environment. To learn more about the culture at Knock, view our POPSICLE values. 🌎 Commitment to Inclusion: We are dedicated to creating diverse teams and an inclusive, respectful culture where everyone belongs. 🎉 Enjoying Life & Making an Impact 🪴 Since our founding in 2015, Knock has and continues to offer a 100% remote work culture 🏥 Top tier medical, dental, & vision benefits for full time employees starting on the first day of employment 🧘 Flexible Paid Time Off for full time employees 👶 Paid parental leave for all full time employees: - 12 weeks paid parental leave for the birthing parent - 6 weeks paid parental leave for the non-birthing parent 🎓 One thousand annually for professional development 🛡️ Life, AD&D and Disability insurance for full time employees 💰 401K (noncontributory by Knock) for all employees 💪 $75 monthly allowance for health & wellness 🏢 Up to $400 monthly for a co-working space for eligible employees 📶 $100 monthly allowance for home internet, mobile phone or other communication devices 🤝 $2,500 referral bonus for eligible employees ⚖️ Equal Opportunity Employer Knock provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. 🛑 Internal Applicants If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles. 🌎 Remote Culture & Company Mission We are proud to be a remote, distributed company with employees across 17 states and counting. This is an amazing opportunity to be an integral part of building a multi-billion dollar consumer brand in an industry that is long overdue for a new way of doing things. You will be working with a passionate team that is disrupting the status quo. Knock, and its subsidiaries, are committed to creating a diverse, inclusive, and equitable environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, gender identity, gender expression, national origin, ancestry, age, physical or medical disability, medical condition, marital status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable US federal, state, or local laws. 📬 Recruiter Policy Please no recruitment firm or agency inquiries - you will not receive a reply from us. 📎 Application Tip PDF is our preferred format for resumes and any other attachments. Thank you! #LI-Remote

Mechanics Bank is currently searching for a full time Operations Specialist to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site at our Corona Administrative Office. In this role, you will perform a wide variety of operational tasks, from minor to complex processes or functions. You will take accountability for entire process from receipt of work to resolution and closure. Tasks require coordination of information among various operational areas and customers. Assists in the day-to-day coordination of the departmental functions by utilizing work-flow management. Will actively participate in ongoing process improvements and efficiency initiatives within the team. You will utilize multiple system applications. What you will do: * Receive and review incoming work, enter transactions, verify accuracy, prepare, edit, distribute, and/or correct specialized and/or complex documents. Utilize appropriate resources as needed to complete tasks. * Responsible for direct priority escalations and the handling of inquiries and issues escalated to the department. * Organize and complete work accurately in accordance with established measures/deadlines and assigned goals. * Responsible for the accurate completion of assigned data entry to various bank systems for the completion of the job function. * Provide excellent customer service to internal and external clients. * Attends and participates in meetings as required. Performs all other job duties as assigned by manager. Who you are: * High School diploma or equivalent required. * Minimum 1 year experience in operations at a financial institution. * Knowledge in bank operations and regulations. * Knowledge of word processing and spreadsheet software programs required. * Have high level of accuracy and great attention to detail. * Strong analytical and problem-solving skills. * Demonstrates excellent customer service skills. * Ability to cope with pressure resulting from meeting required deadlines, reporting requirements and training responsibilities. * Exhibit a high degree of professionalism and confidentiality in handling and maintaining access to sensitive information. #LI-HJ1 Pay Range: $22.00 - $27.00 hourly AIP/Bonus: up to 5% Our comprehensive employee benefits program is designed for you to live your best life at work, home, and everywhere in between. Employees working 25 hours or more per week are eligible for health benefits effective the first day of the month following or coinciding with their date of hire. Benefits package includes[1]: * Medical, prescription, dental, and vision coverage for employees and their eligible family members * Employer paid Employee Assistance Program, Life Insurance, AD&D, and Disability benefits * Health Savings Account with employer contribution * Healthcare and Dependent Care Flexible Spending Accounts and Commuter/Parking Benefit * 401(k) and Roth 401(k) with company contribution * 529 Education Savings plan, Tuition Reimbursement Program and Student Loan Assistance Program * Supplemental Health plans, Voluntary Legal and Identity Theft Services * 11 paid holidays, paid Sick days (accrual of one hour for every 30 hours worked), up to 25 paid vacation days, and 16 hours of paid volunteer time throughout the calendar year * Free personal checking and savings account; Discounted rates on primary residence loan with $0 origination fees (restrictions apply) Final compensation package will be determined by the work experience, education, and/or skill level of the applicant along with internal equity and alignment with geographic market data. * Mechanics Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law. * Please view Equal Employment Opportunity Posters provided by OFCCP here. * To learn more about Mechanics Bank's California privacy and security policies, including your right to a Notice At Collection as a California Resident, please visit California Privacy Policy for Prospective Employees | Mechanics Bank [1] The benefits listed in this job posting reflect the Bank's most reasonable and genuinely expected benefits offered for this position.

Join our dynamic team as an ATM & Card Operations Specialist and play a crucial role in supporting our bank's debit and credit card programs and ATM network. You will interact with our bankers and contact center, ensuring smooth operations and exceptional service. Your responsibilities will include processing new and replacement debit cards, maintaining existing debit cards, providing internal customer support, and monitoring ATM/ITM activity. What You'll Do Customer Service Excellence: Deliver efficient, accurate, and high-quality service while maintaining strong customer relations both internally and externally. Card Processing: Handle new and replacement debit card orders using multiple computer system applications. Account Maintenance: Perform maintenance functions on existing debit card accounts and address transaction approval or denial questions. Issue Resolution: Review and correct rejected debit card orders, monthly re-issue reports, and lost/stolen debit card reports. Mail Management: Log and maintain all returned mail for debit cards and identify debit cards to be closed from daily closed account reports. Support & Expertise: Respond to Debit Card/ATM/ITM inquiries via email or telephone, and provide ongoing support for instant issue debit cards, Card Controls application, and Mobile Wallets. ATM/ITM Monitoring: Monitor ATM/ITM status using multiple computer system applications and submit technician service calls when necessary. Cross-Training: Become cross-trained in all department functions to ensure comprehensive support. Requirements For Success Regulatory Knowledge: Understanding of federal and state banking regulations, and bank policies and procedures. Interpersonal Skills: Excellent customer service skills and ability to function in an office environment. Independence: Ability to work independently with minimal supervision during single-person shift rotations. Communication: Clear and concise verbal and written communication skills. Technical Proficiency: Proficient in Microsoft Word, Excel, Outlook, and ability to learn other internal and external systems, tools, and web-based programs. Task Management: Ability to complete verbal task instructions, follow written procedures, and adhere to daily task deadlines. Team Spirit: Willingness to assist others and cross-train on all functions within the department. Attention to Detail: Accuracy, detail-oriented, and ability to focus on repetitive tasks. Preferred: Experience: 1+ years of banking or financial experience. Education: Associate's degree. Conditions of Employment Must be able to pass a background & credit check This is a full-time, non-remote position. Schedule flexibility to work evenings and weekends as needed. FLSA Status: Non-exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions' Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the SBA Closing Specialist is responsible for managing the loan processing/closing process, from loan approval through booking and funding for SBA 7 (a), Express, and 504 government guaranteed loans. This includes working directly with and leading the coordination of SBA client borrowers, SBA Specialist, Assistants, internal staff, closing attorney firm, and applicable third parties (i.e. insurance companies) as required. The scope includes the collection, review, and approval of required documents, in addition to performing searches, preparing flood review packages, overseeing collateral perfection, and confirming satisfaction of equity requirements. Will be responsible for resolving any issues that come up during the closing process. Primary Responsibilities Reviews approved loan packages received from Underwriting to include credit memos, commitment letters, terms and conditions to ensure critical components have been provided by the lending officer for the documentation process Manages the most complex transactions, requiring a high degree of autonomy and the ability to draw upon expertise and knowledge in the SBA documentation process Accurately and quickly determines documentation requirements based on SBA SOP and Regions Credit Policy guidance Creates and maintains the closing checklist Trains and mentors more junior team members Monitors Closing Team Portfolio for assignments and peer reviews Coordinates and leads communications with the borrower, SBA Specialist, Assistants, internal staff, and closing attorneys Sets up third party engagements commensurate with credit approval, including but not limited to attorneys, real estate and business appraisers, etc. Identifies, requests, and reviews critical documents related to entity searches, UCC searches, flood determinations, construction financing, and other required supporting documentation and has authority to resolve key issues related to these pieces Submits applications through the appropriate SBA systems (ETran and SBA One) for guaranty authorizations Prepares various loan documents for closing Prepares or coordinates the preparation of legal documents in response to issues discovered during the closing process to mitigate risks associated with SBA or Regions Program requirements Confirms satisfaction of loan approval terms and equity requirements prior to closing Ensures post-closing booking, funding, and title searches are properly administered and documented Independently monitors loan packages throughout the process to identify potential risks related to the effective and efficient processing of the loan and to protect the Bank's interests Maintains currency with SBA SOP requirements, procedures, and changes This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act. Requirements High School Diploma or GED Six (6) years of SBA closing experience and knowledge of SBA loan program requirements or equivalent work experience Advanced commercial credit knowledge including loan closing, legal documentation, construction financing, and exceptions Expertise in reviewing insurance, title work, surveys, collateral, lien filings, appraisals, construction due diligence, and environmental reports Experience working with commercial sales associates, underwriters, paralenders, insurance firms, and attorneys Expertise in use of computers, Microsoft Office (Excel, Word, Outlook) Experience with commercial loan systems Preferences Advanced knowledge of SBA's SOP requirements and regulations with ability to work on the most complex loan files Specialized training in title, real estate, government programs (SBA), and specialized lending programs Experience with nCino and/or related Salesforce platforms Experience with SBA systems (ETran, SBA One, TSOFT) Experience with LaserPro Bachelor's degree or certification as a paralegal Skills and Competencies Demonstrated strong verbal and written communication skills for the purpose of explaining the loan closing process, exceptions and associated legal documentation to internal/external clients and appropriate counsel Strong communication and interpersonal skills Strong organizational skills and the ability to handle multiple tasks under tight time constraints If located within the Birmingham metro area, in office expectations will be Monday-Thursday. Opportunity could be remote if located outside of Birmingham. This position may be filled at a higher level depending on the candidate's qualifications and relevant experience. Position Type Full time Compensation Details Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position. Job Range Target: Minimum: $67,250.00 USD Median: $84,970.00 USD Incentive Pay Plans: This job is not incentive eligible. Benefits Information Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions. Paid Vacation/Sick Time 401K with Company Match Medical, Dental and Vision Benefits Disability Benefits Health Savings Account Flexible Spending Account Life Insurance Parental Leave Employee Assistance Program Associate Volunteer Program Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions' benefits, please click or copy the link below to your browser. ************************************************************* Location DetailsRiverchase Complex North BuildingLocation:Hoover, Alabama Equal Opportunity Employer/including Disabled/Veterans Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Palmetto is a leading clean tech company on a mission to accelerate the transition to a clean energy future. With a belief that consumers can have it all, we are an uncompromising energy company that makes coming clean a no brainer. Our award-winning technology platform empowers homeowners, businesses, and entrepreneurs to adopt renewable energy through simple, scalable, and innovative solutions. Operating at the intersection of B2B and D2C, we offer software, financial products, and services that drive real environmental impact-without compromising value. We deliver end-to-end solutions for whole home electrification that put clean energy within reach for all. Our employees are our most valuable resource. We foster a promote-from-within culture that prioritizes talent development, career growth, and purpose-driven work. Palmetto offers a comprehensive benefits package-including unlimited PTO, medical, dental, and vision coverage, paid parental leave, retirement plans, and more-so you can have it all both personally and professionally. Palmetto prioritizes people, planet, and profit-backed by a culture that values collaboration, impact, and balance. Join us in building a brighter, cleaner world. Department Description Palmetto Capital is a branch of Palmetto focused on the democratization of the renewable energy and HVAC industries. We provide homeowners with financial products to benefit from solar power, energy storage systems, and home efficiency through advanced heating and cooling technologies. We empower solar and HVAC sales professionals and installation companies with access to our proprietary platform, financing, customer management system, and milestone quality control system. Our #1 focus is a phenomenal experience for our customers and partners, evidenced in our growing financial product adoption. Location This position will be based on the US East Coast. Summary of Role We are seeking a highly organized and detail-oriented Account Operations Specialist. This role will focus on managing LightReach Installers pipeline and assisting with partner accounting inquiries to ensure accurate and timely financial processing. The ideal candidate will possess strong analytical skills, problem-solving abilities, and a proactive approach to improving operational efficiency. Strategic & Tactical Aging Pipeline Management Monitor, track, and manage aging customer accounts to ensure timely resolution Creative problem solving that provides Palmetto with access to project's PTO status (not submitted, submitted, etc) Analyze aging reports and identify trends or discrepancies Work cross-functionally with accounting, finance, relationship management, sales, and customer success teams to address overdue accounts Develop and implement strategies to reduce outstanding timelines Prepare regular reports and updates for senior management on pipeline status Drive recommendations on partner offboarding and sales shutoff for problem partners Partner Accounting Support Serve as the primary point of contact for partner accounting inquiries, ensuring timely and accurate responses Investigate and resolve discrepancies related to invoices, payments, and account reconciliations Assist partners with understanding financial statements, billing issues, and payment processes Collaborate with internal teams to enhance partner experience and optimize financial workflows through process recommendations Maintain accurate documentation of partner interactions and resolutions Qualifications Bachelors degree 3+ years of experience in account operations, financial management, or a similar role Proficiency in Excel, and data analysis tools and/or financial reporting systems Excellent problem-solving and analytical skills Strong communication and interpersonal abilities to collaborate with internal teams and external Employment is contingent upon the successful completion of a background check. Equal Employment Opportunity Palmetto embraces diversity and is an Equal Employment Opportunity employer. Employment is decided on the basis of qualifications, merit, and business need. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or any other status protected under federal, state, or local law. For more about our Privacy Policy, visit: ***********************************

Are you a detail-oriented professional who values structure, discipline, and delivering exceptional results? Do you thrive in a collaborative, client-first environment where follow-through and professionalism are key? If so, Secure Future Advisors invites you to consider joining our growing team as a Client Operations Specialist. As an independent retirement planning and financial services firm based in Kettering, OH, Secure Future Advisors is committed to providing innovative, conservative financial strategies tailored to our clients' needs. The Operations Specialist plays a vital role in maintaining our high standard of service by supporting client relationships, managing operational tasks, and ensuring smooth day-to-day functions of the office. Job Summary The Client Operations Specialists are go-to resources, providing direction, expertise, and training in policies and custodial platform best practices. Essential Functions and Responsibilities Escalate, review, and respond to requests to process, review, or escalate urgent or complex items Foster relationships with clients through initial & ongoing customer service and issue resolution Serve as an internal training resource by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines Monitor and review custodians for policy, procedures, and paperwork changes, updating resources and training materials Perform security administration, vendor code maintenance, and related functions for Schwab and Pershing Assist team members with daily tasks as needed due to volume Provide backup assistance to other team members as business needs dictate Perform other tasks assigned by management Core Competencies Knowledge of financial industry and investment products Strong knowledge of various technologies: Microsoft Office, Dynamics, LaserApp, DocuSign, Schwab Advisor Center, Pershing NetX360 Strong written and verbal communication skills, with the ability to deal effectively with various people including staff, management, custodians, and other offices Ability to prioritize and manage in a fast-paced, multi-task environment with organization and accuracy Strong analytical, problem-solving, research skills, and attention to detail Ability to work effectively in a team environment, while also being a self-motivated, independent worker Required Education and Experience Bachelor's Degree in Finance or a related field Preferred Education and Experience 3+ years of financial industry experience Benefits Company contributions toward health insurance premium Company sponsored retirement plan with matching contributions Paid Time Off Paid Holidays Physical Demands This is a largely sedentary role; however, some walking is required. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for short periods of time. Expected Hours of Work Days and typical hours of work are Monday through Friday, 8:30 a.m. to 4:30 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: The Deposit Operations Specialist is an administrative/support role within CFBank that is critical to the seamless functioning of various operational areas specific to deposit accounts. This role involves both internal and external customer support across multiple areas of responsibility including ACH, Wires, transaction exception handling, and online banking What you'll do: Provide operational and transactional support both internally and externally as well as exception handling for CFBank's deposit base. Conduct ACH operations tasks, including but not limited to rejected and returned items, disputes, research, and other ACH inquiries from clients and co-workers. Conduct check-clearing actions tasks, such as returned checks, error resolution, adjustments, outgoing return items, and other inquiries from clients and co-workers. Process wire transfers, including sending and receiving international and domestic wire transfers. Carry out Treasury Management transactional processing and tracking, including account analysis fees as well as ACH file processing and wire transfer processing for business cash management clients. Administer various debit card functions, including card setup, card maintenance activities (limit increases, restrictions), handling disputes, research, suspicious activity tracking and follow up, and other inquiries from clients and co-workers. Provide personal online banking support for customer base, which may also include various related products such as bill pay, external transfers and eStatements. Analyze data and transactions to identify, prevent and report suspicious or fraudulent behavior. Conduct other miscellaneous operational and support tasks related to deposit accounts including account maintenance. Provide support for related internal and external audits and management reviews. Comply with internal security policies and procedures and maintain customer confidentiality at all times. Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies. Accept other responsibilities and projects as requested to add value for CFBank. Desired Qualifications: At least 1 year of banking/operational experience preferred. Intermediate-level computer knowledge is preferred. What We Offer: Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. Professional development opportunities including educational/training opportunities “Accelerated” 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work: American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 Top Workplaces USA national award in 2022, 2023, 2024 and 2025 Newsweek's America's Best Banks 2023 and 2024 Newsweek's America's Greatest Workplaces 2024 and 2025 Forbes America's Best Banks 2024 and 2025 Forbes Best-in-State Banks 2020, 2021 and 2025 TIME's America's Growth Leaders 2026 award winner At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position is responsible for delivering outstanding customer service by consistently providing support with a friendly demeanor and a can-do attitude for deposit products offered by Peoples Bank. Must have the ability to use job knowledge and available systems information to independently answer questions and resolve issues in a timely manner. Job Duties Responsible for assisting both internal and external customers with questions and problem resolution for deposit products offered by Peoples Bank via phone or through automated systems. Responsible for account check back, as well as providing information, research and problem resolution for Checking and Savings accounts, ATM/Debit cards, Safe Deposit Boxes, and other deposit and customer related issues. Process Reg E forms, death certificates, and inactive notices. Add and check back automatic transfers to the core system. Maintenance debit cards. Maintain thorough understanding of all procedures and applicable regulations. Will monitor reports, complete service requests and perform routine account/customer maintenance. Will perform special projects as assigned. Normal Hours are 8:00am to 5:00PM, Monday - Friday; some Saturdays 8:00am-12:00pm. Education, Experience and Job Skills High School Diploma or GED certificate required, Associate's degree preferred. 1-year of banking experience preferred. Must have strong customer care skills and attention to detail. Excellent verbal and written communication skills with the ability to respond to customers and co-workers alike. Ability to work in a fast-paced environment. Ability to prioritize tasks and meet designated deadlines. Strong knowledge of Microsoft Office products. Prior experience with Salesforce and FIS/IBS financial software products is preferred but not required. Must be able to work in a team environment and interact in aa positive manner with co-workers and management Efficiency oriented, self-motivated and a flexible team player who is adaptable to change. Basic Qualifications: High School diploma or GED certificate required. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.

Build Your Future Here: Thinking of changing jobs or starting your career at a growing company with an award-winning culture? Well, you are in the right place. Join us on our journey to being the Best Community Bank in America. Our motto is Working Together. Building Success. and by joining Peoples Bank, we will work together to help you achieve your career goals, just like we help thousands of clients reach their financial goals. Peoples Bank is one of the largest 150 banks in the United States with 130 full-service bank branches in Ohio, West Virginia, Kentucky, Virginia, Washington D.C. and Maryland. We also have Specialty Finance offices in Minnesota, Missouri and Vermont. Peoples Bank prides itself as a community bank and dedicates its resources to improving our communities. The Peoples Bank Foundation has donated over $8 million to local organizations since its inception in 2003. We are proud to share national accolades that celebrate our company culture and recognize us as a great place to bank and work: * American Banker Best Banks to Work For in 2021, 2022, 2023, 2024 and 2025 * Top Workplaces USA national award in 2022, 2023, 2024 and 2025 * Newsweek's America's Best Banks 2023 and 2024 * Newsweek's America's Greatest Workplaces 2024 and 2025 * Forbes America's Best Banks 2024 and 2025 * Forbes Best-in-State Banks 2020, 2021 and 2025 * TIME's America's Growth Leaders 2026 award winner At Peoples Bank, we know that there is more to life than work. But we also understand that the quality of the work environment and employee benefits can greatly impact an associate's life. That's why we seek to create a great benefits package for our associates including: 401(k) retirement plan with an employer match, employee stock purchase plan, various education assistance programs, paid vacation and holidays, and much more. For full details of our benefits offerings, please visit: peoplesbancorp.com/about-us/find-a-career/ Our associates are each accountable for living the culture and values of the organization. This includes ensuring actions and behaviors create a positive and collaborative work environment, always acting with integrity and professionalism and providing extraordinary customer service. Our goal is for you to be successful; to that end being reliable in terms of ensuring you are at work on time and work your schedule as well as actively pursuing your performance objectives, will be fundamental in your contributing to the teams' success as well as the organization. Job Purpose This position is responsible for delivering outstanding customer service by consistently providing support with a friendly demeanor and a can-do attitude for deposit products offered by Peoples Bank. Must have the ability to use job knowledge and available systems information to independently answer questions and resolve issues in a timely manner. Job Duties * Responsible for assisting both internal and external customers with questions and problem resolution for deposit products offered by Peoples Bank via phone or through automated systems. * Responsible for account check back, as well as providing information, research and problem resolution for Checking and Savings accounts, ATM/Debit cards, Safe Deposit Boxes, and other deposit and customer related issues. * Process Reg E forms, death certificates, and inactive notices. * Add and check back automatic transfers to the core system. * Maintenance debit cards. * Maintain thorough understanding of all procedures and applicable regulations. * Will monitor reports, complete service requests and perform routine account/customer maintenance. * Will perform special projects as assigned. Normal Hours are 8:00am to 5:00PM, Monday - Friday; some Saturdays 8:00am-12:00pm. Education, Experience and Job Skills * High School Diploma or GED certificate required, Associate's degree preferred. * 1-year of banking experience preferred. * Must have strong customer care skills and attention to detail. * Excellent verbal and written communication skills with the ability to respond to customers and co-workers alike. * Ability to work in a fast-paced environment. * Ability to prioritize tasks and meet designated deadlines. * Strong knowledge of Microsoft Office products. * Prior experience with Salesforce and FIS/IBS financial software products is preferred but not required. * Must be able to work in a team environment and interact in aa positive manner with co-workers and management * Efficiency oriented, self-motivated and a flexible team player who is adaptable to change. Basic Qualifications: * High School diploma or GED certificate required. Equal Opportunity Employer M/F/Disabled/Vet; If you are unable to complete this application due to a disability, contact *********************** to ask for an accommodation, alternative application process or other inquires.

The Client Operations Specialist primarily serves as a liaison between our Member Offices and our core custodians. Client Operations Specialists are go-to resources, providing direction, expertise, and training of Valmark policies and custodial platform best practices to Member Offices (newly onboarded and existing). Essential Functions and Responsibilities Escalate, review, and respond to internal, Member Office, and custodial requests to process, review, or escalate urgent or complex items Foster relationships with Member Offices through initial & ongoing customer service and issue resolution Serve as an internal training resource for the Member Offices by delivering educational training on custodial technology, processes, form requirements, and communicating correct processing guidelines Monitor and review custodians for policy, procedures, and paperwork changes, updating resources and training materials Perform security administration, vendor code maintenance, and related functions for Schwab and Pershing Assist team members with daily tasks as needed due to volume Provide backup assistance to other team members as business needs dictate Perform other tasks assigned by management Core Competencies Knowledge of financial industry and investment products Knowledge of Valmark procedures, paperwork, and processing Strong knowledge of various technologies: Microsoft Office, Dynamics, LaserApp, DocuSign, Schwab Advisor Center, Pershing NetX360 Strong written and verbal communication skills, with the ability to deal effectively with various people including staff, management, custodians, and Member Offices Ability to prioritize and manage in a fast-paced, multi-task environment with organization and accuracy Strong analytical, problem-solving, research skills, and attention to detail Ability to work effectively in a team environment, while also being a self-motivated, independent worker Supervisory Responsibility Client Operations Specialist will not have any supervisory responsibilities. Required Education and Experience Bachelor's Degree in Finance or a related field Preferred Education and Experience 3+ years of financial industry experience Industry designations (CFP, CPA) FINRA registrations Certified in operational process improvement (Lean 6 Sigma, Kaizen) Salary Range: $55,000 - $65,000 Actual salary at the time of hire may vary and may be above or below the range based on various factors, including, but not limited to, the candidate's relevant qualifications, skills, and experience. Physical Demands This is a largely sedentary role; however, some walking is required. Individuals may need to sit or stand as needed. This position may require walking primarily on a level surface for short periods of time. Expected Hours of Work This is a hybrid position. Days and typical hours of work are Monday through Friday, 8:30 a.m. to 5:00 p.m. Flexibility in working hours may be allowed, but the employee must work 40 hours each week to maintain full-time status. Valmark reserves the right to modify, interpret, or apply this in any way the Company desires. This in no way implies this is an all-inclusive list of responsibilities to be performed by the Employee in this position. This job description is not an employment contract, implied or otherwise. The employment relationship remains “at-will”.

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. Review and mail customer loan statements and notices as needed. Balance and Reconcile Loan General Ledger Accounts. Pull credit bureau report and files with three major credit bureaus, researching disputes and correcting reports as necessary. Maintenance and service escrow accounts, ensuring disbursements, analysis, and notices are provided accurately and timely. Process credit life and disability insurance policies at purchase, at payoff, and file claims as needed with the appropriate company. Service PMI, ensuring notices are mailed timely and policies cancelled in accordance with governing rules and regulations. Process, track, and maintain flood insurance exception lists in accordance with our creditor's placed insurance and impairment programs. Force-place hazard and flood insurance in accordance with prescribed policies and governing rules and regulations. Report real estate tracking information to our tax management provider and pull necessary reports to determine tax payment status. Perform Post-Close Review to ensure proper receipt and execution of loan documents and certain guidelines are maintained in accordance with regulations. SBA and other Government guaranty reporting. Data input and settlement of mortgage loans to FHLB. 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 to perform the essential functions of this position. 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 - Ability to determine a correct course of action based on knowledge, policies and sound judgment. Takes proactive steps to accomplish task without specific direction. Seeks out and takes responsibility for additional work assessments. Seeks out new learning opportunities. Keeps supervisor informed on status of incomplete tasks. Ability to consistently make correct decisions based on sound judgment, job knowledge, job experience and job training. Willingness to take responsibility for decisions. Keeps supervisor informed of decision and reason and base for the decision. 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 to customers, staff, co-workers, and supervisors. Consistently keeps staff and supervisor informed. Consistently demonstrates appropriate use of language expected in a professional work environment. 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 confidentially in all bank, employee and customer related matters. INTERPERSONAL RELATIONSHIP SKILLS - Works well with and along co-workers conveying thoughts, actions and actions in a positive manner. Supports, accepts and understands management and company directives and works to help achieve individual, departmental and company objectives and goals with positive behavior. Consistently displays a willingness to cooperate. Receptive to suggestions for improvement. Strong sense of business propriety and decorum. Interacts and communicates with individuals at all levels of the organization. Dependable, consistently at work and on time, follows instructions, responds to management directions and solicits feedback to improve performance. TIME-MANAGEMENT - Ability to consistently display a sense of urgency in completing tasks and servicing customer's needs. Ability to maintain accuracy and quality and of work as quantity of work increases. Individual organizes, prioritizes and plans work activities and use of time efficiently. Effectively prioritizes duties and develops a system that triggers action in own workflow. Possess ability to realize urgent nature of tasks assigned. Effectively uses the proper resources to maintain an organized, neat and efficient work environment necessary for completion of duties in a timely manner. Demonstrates accuracy and thoroughness and monitors own work to ensure quality and quantity of work. 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 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 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. 08/04/2020 TG EOE/ Minorities/Women/Vets/Disabled

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 Office Operations Specialist supports CrossCountry Mortgage customers and employees by assisting in meeting goals, providing superior customer service, and maintaining excellent communication between corporate and branch offices. Duties include providing timely assistance to all CrossCountry Mortgage customers; administrative support for management level personnel; answering and directing phone calls, packages, and mail to appropriate people and departments, and general office. Job Responsibilities: Provide timely assistance to all CrossCountry Mortgage customers. Cover the front desk reception area at all times, securing coverage for absences. Answer all incoming telephone calls, routing to appropriate person or voicemail; update telephone directories as needed. Maintain Conference, Training, and Meeting room calendars. Sort and deliver company mail when necessary. Sign for overnight delivery packages as needed. Create shipping labels for outgoing packages (Federal Express, UPS, etc.), as needed. Assist with the coordination of lunches for meetings and events. Provide management with administrative support on a variety of projects; maintain discretion in handling all management requests. Assist Manager as needed and directed. Order and obtain office supplies as required. Stock inventory in all areas weekly (or as needed). Handle client and employee inquiries and cultivate working relationships. Perform all other duties as requested or assigned. Ability to perform tasks and complete projects with minimal supervision. Qualifications and Skills: High School Diploma or equivalent. Two years' experience in a similar administrative role. Excellent attention to detail. Proficient with commonly used office software, including but not limited to: MS Word, Excel, PowerPoint, Outlook, as well as telephone and internet communications. Ability to handle confidential information. Ability to make independent decisions. Customer service driven; responsive to client issues and concerns. Ability to handle multiple tasks simultaneously. Ability to communicate effectively. 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 ***************************

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 Office Operations Specialist enthusiastically supports CrossCountry Mortgage customers and employees. This role is responsible for providing exceptional experience for all customers; administrative support for management level personnel; answering and directing phone calls, packages, and mail to appropriate people and departments, and other general office administration duties. Job Responsibilities: * Answer all incoming telephone calls, routing to the appropriate person or voicemail; update telephone directories as needed. * Maintain conference, training, and meeting room calendars. * Provide management with administrative support on a variety of projects; maintain discretion in handling all management requests. * Post and maintain social media platforms. * Type, format and produce documents such as proposals, presentations, correspondence, and standard reports. * Establish and maintain record keeping and filing systems for the branch. * Maintain a calendar and contact database, schedule appointments, make travel or conference arrangements, and arrange meetings and conferences for an assigned work group. * Display a high level of customer service to clients. * Assist the branch manager in any duties needed. * Perform all other duties as requested or assigned. Qualifications and Skills: * High School Diploma or General Equivalency Diploma (GED) from an accredited institution. * 1+ years of experience in a similar administrative role. * Experience handling confidential information. * Experience making independent decisions and being detail oriented. * Experience performing multiple tasks at once and completing projects with minimal supervision. * Excellent communication, organization and problem-solving skills. * Skilled in professionalism and effectively working with senior management. * Skilled in customer service while being responsive to client issues and concerns. * Proficient with commonly used office software, including but not limited to Microsoft Word, Excel, PowerPoint, Outlook, as well as telephone and internet communications. 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 ***************************

We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: The Deposit Operations Specialist is an administrative/support role within CFBank that is critical to the seamless functioning of various operational areas specific to deposit accounts. This role involves both internal and external customer support across multiple areas of responsibility including ACH, Wires, transaction exception handling, and online banking What you'll do: * Provide operational and transactional support both internally and externally as well as exception handling for CFBank's deposit base. * Conduct ACH operations tasks, including but not limited to rejected and returned items, disputes, research, and other ACH inquiries from clients and co-workers. * Conduct check-clearing actions tasks, such as returned checks, error resolution, adjustments, outgoing return items, and other inquiries from clients and co-workers. * Process wire transfers, including sending and receiving international and domestic wire transfers. * Carry out Treasury Management transactional processing and tracking, including account analysis fees as well as ACH file processing and wire transfer processing for business cash management clients. * Administer various debit card functions, including card setup, card maintenance activities (limit increases, restrictions), handling disputes, research, suspicious activity tracking and follow up, and other inquiries from clients and co-workers. * Provide personal online banking support for customer base, which may also include various related products such as bill pay, external transfers and eStatements. * Analyze data and transactions to identify, prevent and report suspicious or fraudulent behavior. * Conduct other miscellaneous operational and support tasks related to deposit accounts including account maintenance. * Provide support for related internal and external audits and management reviews. * Comply with internal security policies and procedures and maintain customer confidentiality at all times. * Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies. * Accept other responsibilities and projects as requested to add value for CFBank. Desired Qualifications: * At least 1 year of banking/operational experience preferred. * Intermediate-level computer knowledge is preferred. What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success