Operations Specialist jobs at CPM Federal Credit Union - 107 jobs

Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow. This position will be responsible for day-to-day handling of various financial operations activities including but not limited to: quarterly automated Recordkeeping, RIA, and TPA payment processing and distribution, RIA database oversight and management, Government Savings billings, Managed accounts, Newport Insurance tasks, Subta billing, AFCA deposit and Fee equalization process. Section 2: Job Functions, Essential Duties and Responsibilities Owner of the quarterly and monthly automated RIA & TPA fee process. Responsibilities include payment processing, research and correction of errors / variances, trade confirmation, and payment instruction delivery to the Trust. Respond and / or resolve RIA / TPA related issues, questions, and inquiries. Coordinate custom reporting and delivery of RIA information to various firms. Submit RK HD tickets needed for fee enhancements, research and/or reporting. Maintenance and compliance of Credit Memo and RK Loss databases according to published Table of Authority (TOA) Oversight of the Managed account and Fiduciary service product process. Monthly allocation of fund revenue (SubTA & 12b1's) into plan holding accounts and manage participant fee equalization process. QC quarterly wrap fee calculation. Create invoices and post outgoing wires using various annual, quarterly, and month end journal entries for Government Saving contracts. Monthly reconciliation of billed revenue, insurance and mutual fund commissions. Coordinate the release of monthly or quarterly payments to third parties. Dashboard Reporting & QC of RIA Payments Work closely with the Strategic Business Consultant team and client service to answer questions and ensure a positive advisor payment experience. Ability to successfully prioritize and balance multiple projects concurrently. Assist with other tasks and projects as assigned. Our I-Client service philosophy and our Core Values of People Matter, Quality First and Integrity Always should be visible in your actions on a day-to-day basis showing your support of our organizational culture. Supervision N/A Section 3: Experience, Skills, Knowledge Requirements PC skills in Excel, Word, and PowerPoint. Access a plus. Strong written and verbal communication skills. Ability to handle multiple priorities Bachelor's degree in accounting or finance preferred. For all virtual remote positions, in order to ensure associates can effectively perform their job duties with no distractions, we require an uninterrupted virtual work space and there is also an expectation of family care being in place during business hours. Additionally, there is an internet work speed requirement of 25 Mbps or better for individual use. If more than one person is utilizing the same internet connection in the same household or building, then a stronger connection is required. If you are unsure of your internet speed, please check with your service provider. Note: For call center roles specifically, it is a requirement to either hardwire your equipment directly to the internet router or ensure your workstation is in close proximity to the router. Please ensure that you are able to meet these expectations before applying. We are proud to be an Equal Opportunity Employer Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate ****************** ****************** email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.

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

Figure (NASDAQ: FIGR) is transforming capital markets through blockchain. We're proving that blockchain isn't just theory - it's powering real products used by hundreds of thousands of consumers and institutions. By combining blockchain's transparency and efficiency with AI-driven automation, we've reimagined how loans are originated, funded, and traded in secondary markets. From faster processing times to lower costs and reduced bias, our technology is helping borrowers, investors, and financial institutions achieve better outcomes. Together with our 170+ partners, we've originated over $17 billion in home equity loans (HELOCs) on our blockchain-native platform, making Figure the largest non-bank provider of home equity financing in the U.S. Figure's ecosystem also includes YLDS, an SEC-registered yield-bearing stablecoin that operates as a tokenized money market fund, and several other products and platforms that are reshaping consumer finance and capital markets. We're proud to be recognized as one of Forbes' Most Innovative Fintech Startups in 2025 and Fast Company's Most Innovative Companies in Finance and Personal Finance. About the Role We're looking for a Financial Operations Associate to support the daily movement, tracking, and reconciliation of digital assets across wallets, various blockchains, and custodial platforms. This role is ideal for someone early in their career with a finance, accounting, or operations background who is interested in crypto and eager to deepen their understanding of digital asset operational workflows, reporting, and controls. What You'll Do Support daily digital asset operations, including reviewing, tracking, and reconciling asset movements across wallets, blockchains, and custodial platforms Monitor blockchain transactions and settlements Monitor wallet balances and activity and maintain accurate reports using Excel or Google Sheets Assist with building and maintaining financial reports and dashboards (Python, Google Scripts, and Tableau experience a plus, but not required) Process and track internal digital asset funding requests Partner with Accounting to support month-end close activities Prepare supporting documentation for audits and internal reviews Help document and improve financial operations processes as the business scales What We Look For 2-4 years of experience in finance, accounting, operations, data/analytics, treasury, crypto operations or engineering Strong interest in crypto and foundational experience using wallets, exchanges, custodial platforms, or DeFi platforms Familiarity with crypto, DeFi, and blockchain fundamentals High attention to detail and strong organization Ability to analyze and reconcile data across multiple sources Clear communication skills and a collaborative mindset Project management skills a plus Experience working in a fast-paced startup environment is a plus Eagerness to learn Salary Compensation Range: $62,050-$73,000/yr 25% annual bonus target, paid quarterly Company equity in the form of RSUs This is the compensation range for the United States, actual compensation may vary based on individual candidate experience, location, or evolving business needs Benefits Comprehensive health, vision, and dental insurance with 100% employer-paid premiums for employees and their dependents on select plans Company HSA, FSA, Dependent Care, 401k, and commuter benefits Employer-funded life and disability insurance coverage 11 Observed Holidays & PTO plan Up to 12 weeks paid family leave Continuing education reimbursement Depending on your residential location certain laws might regulate the way Figure manages applicant data. California Residents, please review our California Employee and General Workforce Privacy Notice for further information. By submitting your application, you are agreeing and acknowledging that you have read and understand the above notice. Figure will not sponsor work visas for this position. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. #LI-SB1 #LI-Hybrid

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.

Computes, classifies, records, and verifies numerical data for use in maintaining accounting records by performing the following duties: ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned as necessary. * Compiles and sorts documents including incoming department mail and supporting documentary evidence for Bank transactions. * Verifies and posts details of the Bank's transactions, such as funds received and disbursed for Bank investment and other similar transactions. * Reconciles correspondent bank accounts. Investigates exceptions and report discrepancies. * Codes or imports data for input to the financial core processing system according to the Bank's procedures. * Maintains accounts receivable general ledger accounts, prepaid accounts, and suspense accounts as well as monthly reconciliations. * Maintains and develops complex excel spreadsheets. * Identifies inefficiencies and recommends process improvements. SUPERVISORY RESPONSIBILITIES: This job has no supervisory responsibilities. QUALIFICATIONS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and /or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. EDUCATION and/or EXPERIENCE: High school diploma or equivalent required. One year certificate from an accounting or bookkeeping technical school or two years of experience with general ledger accounts, balancing, and accounting department procedures. Good math skills and a general knowledge of accounting principles. Working knowledge of Microsoft Office. Ability to operate standard office equipment such as computers, scanners, printers, and copiers. WORK ENVIRONMENT: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, scanners, filing cabinets, and fax machines. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee is frequently required to stand; use hands to handle or feel; reach with hands and arms and talk or hear. The employee is occasionally required to walk and sit. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus. Bank of the Sierra is proud to be an equal opportunity workplace and is an affirmative action employer committed to equal employment opportunities regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

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: ***********************************

KnowFully Learning Group is growing and is currently in search of a Webinar Operations Associate! KnowFully Learning Group provides comprehensive and engaging continuing education for professionals at all experience levels and support those preparing for certification exams. We service two main industries - Finance/Accounting and Healthcare. Our employees are innovative and passionate about learning. We embrace each other's differences. Through our learning initiatives and teambuilding, we have created a great place to work. If you love what you do and want to work in an environment where hard work is valued, please apply! This position is a technically savvy and customer-centric individual who is responsible for administering live webinars for the learners and providing customer support via phone and live chat. Proficiency in audio/video technology, combined with their strong organizational and communication skills, will play a vital role in delivering top-notch services to customers. Demonstrating a successful track record in administering daily live webinar broadcasts while upholding excellent service standards and ensuring high customer satisfaction. Location: Remote Supervisory Responsibilities: None Duties/Responsibilities: Capture, record, and deliver high quality webinar broadcasts. Troubleshoot technical issues that customers might have when viewing our webinars. Pre-production equipment tests to prevent any issues during live broadcasts and recordings. Handle complaints, provide appropriate solutions, and alternatives within the time limits and follow up to ensure resolution. Assist customers with other support related needs. Follow communication procedures, guidelines, and policies. Available for evening/weekend work when necessary. Other duties and responsibilities as assigned. Required Skills/Abilities: Ability to collaborate and respond quickly. Excellent organizational skills and attention to detail, accuracy, and quality. Excellent communication skills, both written and oral. Excellent time management skills with a proven ability to meet deadlines. Strong Computer / Data Entry Skills - Microsoft Office Proficiency. Problem solving and troubleshooting skills. Continual focus on improvement, innovation, and creative development. Ability to work well independently and as a team. Ability to adapt to the changing needs of the company and department. Ability to portray a cooperative, professional, and positive attitude towards customers, managers, and other co-workers. Ability to function well in a high-paced and at times stressful environment. Ability to multi-task in a flexible environment with minimum supervision Proficient with Microsoft Office Suite or related software. Salary: The starting salary for the Webinar Operations Associate position is competitive and will be commensurate with the candidate's qualifications and experience. The starting hourly pay is $20/hour with the potential for an annual discretionary bonus based on company and individual performance. The final offer will be determined based on factors such as the candidate's skills, education, relevant work experience, and location. The company also offers a comprehensive benefits package, including health insurance, retirement plan, paid time off, and other perks like remote work. The total compensation package will be discussed in the interview process and based on fit for the role and the organization. The company is committed to providing a fair and competitive compensation structure that reflects the value and contributions of its employees. We believe in fostering a work environment that recognizes and rewards excellence, and we are dedicated to attracting and retaining top talent in the industry. Education and Experience: BA/BS College degree; Degrees specifically in TV/Film/Video production, Communications, Computer Science, Audio/Visual, or equivalent work experience preferred. Live Production Experience; Experience in a live production environment, filming, and/or outputting live streaming video. Remote Production Experience; Experience in a remote production environment, filming, and/or outputting live streaming video. Strong Computer Skills: Experience in video/audio editing through the Adobe Suite is a major plus. HTML5 video playback knowledge a plus. Familiarity with CRM systems and practices; Microsoft Dynamics experience preferred. Experience with Webinar/video conferencing technology and using webcams. Knowledgeable in both Microsoft and Apple products. Experience in Customer Service, Technical Support, or related areas with direct customer communication: Phone/Live Chat support experience preferred. Physical Requirements: Prolonged periods of sitting at a desk and working on a computer. Equal Opportunity Statement: KnowFully Learning Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Job Description At First Reliance Bank, our Deposit Operations Team is responsible for extraordinarily complex, highly specialized technical tasks, problem-solving, and troubleshooting. Our resolute Deposit Operations Team delivers uncompromising accuracy in every task, supported by timely responses and exceptional service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to oversee their financial transactions with the utmost care and mindfulness. To continue this tradition of superior service and accountability, we are looking for a Deposit Operations Specialist to join our Team! The ideal candidate will have experience with banking deposit processes, deposit operations, risk/fraud, forgery, wires, new deposit account opening, and customer service. Your contribution will reinforce our reputation as a trusted bank in the communities we serve. **Schedule: 7:00am to 6:30pm (or later as needed) Monday - Friday (Weekends as needed) - Rotating Shifts to include: 7-4, 8-5, 9-6, 9:30-6:30) **Remote/In Office: Hybrid (9-6, 7-4, 9:30-6:30 weeks at home, 5 weeks in the office, or equivalent of 3 days in the office per week) ** This position is available in both our Charleston and Florence markets.** Deposit Operations Duties and Responsibilities: Disputes & Fraud - Accurately and timely process dispute requests for ACH and Debit Cards, process documentation and log Check Forgery, Alteration, and Endorsement issues, and reconcile all related reports and accounts compliant with all regulations, rules, and laws. Deposit Reconciliation - Accurately and timely reconciliation; Identify exceptions and resolve them in accordance with established procedures; Perform root cause analysis of exception items to reduce re-occurrence of items. Wire Transfers - Accurately and timely processing of wires per the procedural requirements. Deposit Operations Administration - Accurately and timely research issues and support all Deposit Operations tasks. System Report Review - Review of Synergy Reports. Scanning & Indexing - Scanning work and efficiently manage process workflows to enable bank associates to access information quickly. Subject Matter Expert - Subject matter expert for systems used in deposit operations process; Assist with development and documentation of departmental procedures; Assist with resolving outstanding audit or regulatory issues; Assist with departmental Monthly Reporting. Quality Control - Review New Account Documentation, as well as other documentation and processes to ensure regulatory compliance and procedural compliance. Audits - Daily tasks must meet all regulations, laws, and rules and pass all potential internal and external audits, including the documentation of all daily tasks, communications, and research. Organization - Count required daily tasks, communications, and research as well as log, scan, and index daily to be available at any time by request. Deposit Operation Requirements and Qualifications: High school diploma Experience in banking; 3-5 years minimum Experience in ACH/debit card disputes and check fraud; 1 year minimum Exceptional analytical skills with meticulous attention to detail Demonstrated expertise in troubleshooting, including accounting, reconciliation, and balancing processes Exposure to banking systems usage preferred (Jack Henry - Hosted SilverLake, Apiture, DirectLine Wire, etc.) Advanced Verbal, written communication, and customer relation skills Ability to interact and contribute to a team environment with all strength levels and independently Ability to cope with a high demand environment to support internal and external customers with all their needs quickly and accurately Continuous cheerful outlook in a high demand and high accuracy environment Advanced ability to use a variety of software tools: Microsoft Word, Excel, Outlook, Teams, Adobe Reader, Fax Machines, Multifunctional Scanner/Copiers Personal Organization - Keeps information organized and accessible, maintains clean functional workspace, works systematically/efficiently, and manages time well. Keeping all work scanned and filed daily is a must Procedure Writing Experience

At First Reliance Bank, our Deposit Operations Team is responsible for extraordinarily complex, highly specialized technical tasks, problem-solving, and troubleshooting. Our resolute Deposit Operations Team delivers uncompromising accuracy in every task, supported by timely responses and exceptional service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to oversee their financial transactions with the utmost care and mindfulness. To continue this tradition of superior service and accountability, we are looking for a Deposit Operations Specialist to join our Team! The ideal candidate will have experience with banking deposit processes, deposit operations, risk/fraud, forgery, wires, new deposit account opening, and customer service. Your contribution will reinforce our reputation as a trusted bank in the communities we serve. Schedule: 7:00am to 6:30pm (or later as needed) Monday - Friday (Weekends as needed) - Rotating Shifts to include: 7-4, 8-5, 9-6, 9:30-6:30) Remote/In Office: Hybrid (9-6, 7-4, 9:30-6:30 weeks at home, 5 weeks in the office, or equivalent of 3 days in the office per week) This position is available in both our Charleston and Florence markets. Deposit Operations Duties and Responsibilities: * Disputes & Fraud - Accurately and timely process dispute requests for ACH and Debit Cards, process documentation and log Check Forgery, Alteration, and Endorsement issues, and reconcile all related reports and accounts compliant with all regulations, rules, and laws. * Deposit Reconciliation - Accurately and timely reconciliation; Identify exceptions and resolve them in accordance with established procedures; Perform root cause analysis of exception items to reduce re-occurrence of items. * Wire Transfers - Accurately and timely processing of wires per the procedural requirements. * Deposit Operations Administration - Accurately and timely research issues and support all Deposit Operations tasks. * System Report Review - Review of Synergy Reports. * Scanning & Indexing - Scanning work and efficiently manage process workflows to enable bank associates to access information quickly. * Subject Matter Expert - Subject matter expert for systems used in deposit operations process; Assist with development and documentation of departmental procedures; Assist with resolving outstanding audit or regulatory issues; Assist with departmental Monthly Reporting. * Quality Control - Review New Account Documentation, as well as other documentation and processes to ensure regulatory compliance and procedural compliance. * Audits - Daily tasks must meet all regulations, laws, and rules and pass all potential internal and external audits, including the documentation of all daily tasks, communications, and research. * Organization - Count required daily tasks, communications, and research as well as log, scan, and index daily to be available at any time by request. Deposit Operation Requirements and Qualifications: * High school diploma * Experience in banking; 3-5 years minimum * Experience in ACH/debit card disputes and check fraud; 1 year minimum * Exceptional analytical skills with meticulous attention to detail * Demonstrated expertise in troubleshooting, including accounting, reconciliation, and balancing processes * Exposure to banking systems usage preferred (Jack Henry - Hosted SilverLake, Apiture, DirectLine Wire, etc.) * Advanced Verbal, written communication, and customer relation skills * Ability to interact and contribute to a team environment with all strength levels and independently * Ability to cope with a high demand environment to support internal and external customers with all their needs quickly and accurately * Continuous cheerful outlook in a high demand and high accuracy environment * Advanced ability to use a variety of software tools: Microsoft Word, Excel, Outlook, Teams, Adobe Reader, Fax Machines, Multifunctional Scanner/Copiers * Personal Organization - Keeps information organized and accessible, maintains clean functional workspace, works systematically/efficiently, and manages time well. Keeping all work scanned and filed daily is a must * Procedure Writing Experience

At First Reliance Bank, our Deposit Operations Team is responsible for extraordinarily complex, highly specialized technical tasks, problem-solving, and troubleshooting. Our resolute Deposit Operations Team delivers uncompromising accuracy in every task, supported by timely responses and exceptional service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to oversee their financial transactions with the utmost care and mindfulness. To continue this tradition of superior service and accountability, we are looking for a Deposit Operations Specialist to join our Team! The ideal candidate will have experience with banking deposit processes, deposit operations, risk/fraud, forgery, wires, new deposit account opening, and customer service. Your contribution will reinforce our reputation as a trusted bank in the communities we serve. **Schedule: 7:00am to 6:30pm (or later as needed) Monday - Friday (Weekends as needed) - Rotating Shifts to include: 7-4, 8-5, 9-6, 9:30-6:30) **Remote/In Office: Hybrid (9-6, 7-4, 9:30-6:30 weeks at home, 5 weeks in the office, or equivalent of 3 days in the office per week) ** This position is available in both our Charleston and Florence markets.** Deposit Operations Duties and Responsibilities: Disputes & Fraud - Accurately and timely process dispute requests for ACH and Debit Cards, process documentation and log Check Forgery, Alteration, and Endorsement issues, and reconcile all related reports and accounts compliant with all regulations, rules, and laws. Deposit Reconciliation - Accurately and timely reconciliation; Identify exceptions and resolve them in accordance with established procedures; Perform root cause analysis of exception items to reduce re-occurrence of items. Wire Transfers - Accurately and timely processing of wires per the procedural requirements. Deposit Operations Administration - Accurately and timely research issues and support all Deposit Operations tasks. System Report Review - Review of Synergy Reports. Scanning & Indexing - Scanning work and efficiently manage process workflows to enable bank associates to access information quickly. Subject Matter Expert - Subject matter expert for systems used in deposit operations process; Assist with development and documentation of departmental procedures; Assist with resolving outstanding audit or regulatory issues; Assist with departmental Monthly Reporting. Quality Control - Review New Account Documentation, as well as other documentation and processes to ensure regulatory compliance and procedural compliance. Audits - Daily tasks must meet all regulations, laws, and rules and pass all potential internal and external audits, including the documentation of all daily tasks, communications, and research. Organization - Count required daily tasks, communications, and research as well as log, scan, and index daily to be available at any time by request. Deposit Operation Requirements and Qualifications: High school diploma Experience in banking; 3-5 years minimum Experience in ACH/debit card disputes and check fraud; 1 year minimum Exceptional analytical skills with meticulous attention to detail Demonstrated expertise in troubleshooting, including accounting, reconciliation, and balancing processes Exposure to banking systems usage preferred (Jack Henry - Hosted SilverLake, Apiture, DirectLine Wire, etc.) Advanced Verbal, written communication, and customer relation skills Ability to interact and contribute to a team environment with all strength levels and independently Ability to cope with a high demand environment to support internal and external customers with all their needs quickly and accurately Continuous cheerful outlook in a high demand and high accuracy environment Advanced ability to use a variety of software tools: Microsoft Word, Excel, Outlook, Teams, Adobe Reader, Fax Machines, Multifunctional Scanner/Copiers Personal Organization - Keeps information organized and accessible, maintains clean functional workspace, works systematically/efficiently, and manages time well. Keeping all work scanned and filed daily is a must Procedure Writing Experience

The principal function of this position is to support the requirements associated with Deposit Processing functions. Additional cross training throughout the department to assist as needed in other areas will occur once the principal function has been mastered. ESSENTIAL RESPONSIBILITIES Deposit Processing: Transaction item processing: Returns Unposted items Posted exceptions Special handling items Perform end of day settlement Chargebacks Foreign checks/drafts Mobile Deposits: Review and Decision electronically deposited items Quality Control: File Maintenance Reports Account Document Review Report review: Reg CC Holds Dormant Accounts ATM Settlement Reports Stop payments Review Duplicate Check Review Cashier's Check Review Adjustments: Rate Adjustments/Promotions Interest recalculations IRA and CD corrections Encoding Errors by other Financial Institutions Miscellaneous: Process Deposit and Loan verifications Process Levies and Garnishments Submit Federal and State Withholdings Assist with Year End Tax Forms Process periodic IOLTA Remittance Dormant Account Processing: Daily dormant account review and letter generation. Activate dormant accounts with proper authorization. Currency Orders: Order foreign currency for Retail clients Fulfill Cash Orders for Retail offices via FED Order Cash Replenishments for network of ATMs LockBox Operations: Process Client Remittance and Deposits Timely Complete other duties as assigned ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE High School diploma or 2-4 years of banking or similar Strong computer skills: proficient in Excel and knowledgeable in Good interpersonal skills which represent the Bank in a positive manner in dealing with clients and other team Ability to effectively communicate with the professionalism that is identified with Southern First Ability to adjust to change and willingness to be a team Maintain regular consistent and professional attendance, punctuality and personal WORK CONDITIONS This position must be able to sit for long periods of time as the position involves the majority of time spent at a This position requires little to no This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.

Job Description At First Reliance Bank, our Deposit Operations Team is responsible for extraordinarily complex, highly specialized technical tasks, problem-solving, and troubleshooting. Our resolute Deposit Operations Team delivers uncompromising accuracy in every task, supported by timely responses and exceptional service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to oversee their financial transactions with the utmost care and mindfulness. To continue this tradition of superior service and accountability, we are looking for a Deposit Operations Specialist to join our Team! The ideal candidate will have experience with banking deposit processes, deposit operations, risk/fraud, forgery, wires, new deposit account opening, and customer service. Your contribution will reinforce our reputation as a trusted bank in the communities we serve. **Schedule: 7:00am to 6:30pm (or later as needed) Monday - Friday (Weekends as needed) - Rotating Shifts to include: 7-4, 8-5, 9-6, 9:30-6:30) **Remote/In Office: Hybrid (9-6, 7-4, 9:30-6:30 weeks at home, 5 weeks in the office, or equivalent of 3 days in the office per week) ** This position is available in both our Charleston and Florence markets.** Deposit Operations Duties and Responsibilities: Disputes & Fraud - Accurately and timely process dispute requests for ACH and Debit Cards, process documentation and log Check Forgery, Alteration, and Endorsement issues, and reconcile all related reports and accounts compliant with all regulations, rules, and laws. Deposit Reconciliation - Accurately and timely reconciliation; Identify exceptions and resolve them in accordance with established procedures; Perform root cause analysis of exception items to reduce re-occurrence of items. Wire Transfers - Accurately and timely processing of wires per the procedural requirements. Deposit Operations Administration - Accurately and timely research issues and support all Deposit Operations tasks. System Report Review - Review of Synergy Reports. Scanning & Indexing - Scanning work and efficiently manage process workflows to enable bank associates to access information quickly. Subject Matter Expert - Subject matter expert for systems used in deposit operations process; Assist with development and documentation of departmental procedures; Assist with resolving outstanding audit or regulatory issues; Assist with departmental Monthly Reporting. Quality Control - Review New Account Documentation, as well as other documentation and processes to ensure regulatory compliance and procedural compliance. Audits - Daily tasks must meet all regulations, laws, and rules and pass all potential internal and external audits, including the documentation of all daily tasks, communications, and research. Organization - Count required daily tasks, communications, and research as well as log, scan, and index daily to be available at any time by request. Deposit Operation Requirements and Qualifications: High school diploma Experience in banking; 3-5 years minimum Experience in ACH/debit card disputes and check fraud; 1 year minimum Exceptional analytical skills with meticulous attention to detail Demonstrated expertise in troubleshooting, including accounting, reconciliation, and balancing processes Exposure to banking systems usage preferred (Jack Henry - Hosted SilverLake, Apiture, DirectLine Wire, etc.) Advanced Verbal, written communication, and customer relation skills Ability to interact and contribute to a team environment with all strength levels and independently Ability to cope with a high demand environment to support internal and external customers with all their needs quickly and accurately Continuous cheerful outlook in a high demand and high accuracy environment Advanced ability to use a variety of software tools: Microsoft Word, Excel, Outlook, Teams, Adobe Reader, Fax Machines, Multifunctional Scanner/Copiers Personal Organization - Keeps information organized and accessible, maintains clean functional workspace, works systematically/efficiently, and manages time well. Keeping all work scanned and filed daily is a must Procedure Writing Experience

At First Reliance Bank, our Deposit Operations Team is responsible for extraordinarily complex, highly specialized technical tasks, problem-solving, and troubleshooting. Our resolute Deposit Operations Team delivers uncompromising accuracy in every task, supported by timely responses and exceptional service. This is vital to ensure internal and external customer service, compliance with Regulations, and First Reliance Bank policies and procedures. We are community leaders because people trust us to oversee their financial transactions with the utmost care and mindfulness. To continue this tradition of superior service and accountability, we are looking for a Deposit Operations Specialist to join our Team! The ideal candidate will have experience with banking deposit processes, deposit operations, risk/fraud, forgery, wires, new deposit account opening, and customer service. Your contribution will reinforce our reputation as a trusted bank in the communities we serve. Schedule: 7:00am to 6:30pm (or later as needed) Monday - Friday (Weekends as needed) - Rotating Shifts to include: 7-4, 8-5, 9-6, 9:30-6:30) Remote/In Office: Hybrid (9-6, 7-4, 9:30-6:30 weeks at home, 5 weeks in the office, or equivalent of 3 days in the office per week) This position is available in both our Charleston and Florence markets. Deposit Operations Duties and Responsibilities: * Disputes & Fraud - Accurately and timely process dispute requests for ACH and Debit Cards, process documentation and log Check Forgery, Alteration, and Endorsement issues, and reconcile all related reports and accounts compliant with all regulations, rules, and laws. * Deposit Reconciliation - Accurately and timely reconciliation; Identify exceptions and resolve them in accordance with established procedures; Perform root cause analysis of exception items to reduce re-occurrence of items. * Wire Transfers - Accurately and timely processing of wires per the procedural requirements. * Deposit Operations Administration - Accurately and timely research issues and support all Deposit Operations tasks. * System Report Review - Review of Synergy Reports. * Scanning & Indexing - Scanning work and efficiently manage process workflows to enable bank associates to access information quickly. * Subject Matter Expert - Subject matter expert for systems used in deposit operations process; Assist with development and documentation of departmental procedures; Assist with resolving outstanding audit or regulatory issues; Assist with departmental Monthly Reporting. * Quality Control - Review New Account Documentation, as well as other documentation and processes to ensure regulatory compliance and procedural compliance. * Audits - Daily tasks must meet all regulations, laws, and rules and pass all potential internal and external audits, including the documentation of all daily tasks, communications, and research. * Organization - Count required daily tasks, communications, and research as well as log, scan, and index daily to be available at any time by request. Deposit Operation Requirements and Qualifications: * High school diploma * Experience in banking; 3-5 years minimum * Experience in ACH/debit card disputes and check fraud; 1 year minimum * Exceptional analytical skills with meticulous attention to detail * Demonstrated expertise in troubleshooting, including accounting, reconciliation, and balancing processes * Exposure to banking systems usage preferred (Jack Henry - Hosted SilverLake, Apiture, DirectLine Wire, etc.) * Advanced Verbal, written communication, and customer relation skills * Ability to interact and contribute to a team environment with all strength levels and independently * Ability to cope with a high demand environment to support internal and external customers with all their needs quickly and accurately * Continuous cheerful outlook in a high demand and high accuracy environment * Advanced ability to use a variety of software tools: Microsoft Word, Excel, Outlook, Teams, Adobe Reader, Fax Machines, Multifunctional Scanner/Copiers * Personal Organization - Keeps information organized and accessible, maintains clean functional workspace, works systematically/efficiently, and manages time well. Keeping all work scanned and filed daily is a must * Procedure Writing Experience

Association Loan Operations Intern - (Hybrid - Columbia, SC) As an Association Loan Operations Intern, you'll work with Loan Operations leaders to provide a business analysis. Assist with devising, and promoting best practices and automated ways of performing and supporting production responsibilities. Our interns are invaluable to the team, and we appreciate the unique perspectives and fresh ideas they bring to our projects. Interns at AgFirst significantly contribute to accomplishing business objectives while gaining invaluable experience in their field of study and building their network. Our structured summer program includes opportunities for presenting to executive leadership, professional development, and building camaraderie with your intern group through volunteerism. Don't miss this opportunity to make your resume! What you'll do You'll provide support for: Assist with daily rate administration duties and daily general ledger reconciliations Monitor various exception reports Assist with department administrative tasks The ability to take advantage of our value-driven, progressive, reliable, and collaborative culture and be part of this unique internship experience What you'll need Undergraduate junior or senior or graduate student pursuing a degree in Accounting or Finance/Business or a related discipline Detailed-oriented with a high level of accuracy Proficient in Microsoft applications