Operations Representative jobs at FNB - 60 jobs

Operations Associate, Cash Management & Trading Administration BBR Partners is a fast-growing wealth management firm serving high-net-worth individuals and families. Founded in 2000, we now manage over $35 billion in client assets. Our people are our greatest strength, and we're proud of the collaborative, innovative culture we've built. If you're looking to be part of a team that values growth, impact, and fresh ideas, we invite you to join us on our journey! Responsibilities: Cash Movement & Banking Operations: Coordinate with client custodians to execute external wires, ACH transfers, and inter-account cash movements Ensure all cash transactions are completed accurately and on schedule Trade Execution: Ensure timely and accurate execution of client trades including: Alternative assets (e.g., hedge funds, private equity funds) Standard liquid assets (e.g., mutual funds, equities) Use rebalancing software to generate and process mutual fund trades as required Relationship Management & Communication: Manage trade-related communications and maintain relationships with: Third-party equity and fixed income managers Alternative fund managers and fund administrators Account Lifecycle & Compliance Support: Handle ongoing account events, including: KYC/AML requests and documentation Ad hoc fund account-related requests Qualifications: Required : 1-3 years of post-undergraduate work experience in finance, accounting, or operations Strong communication and interpersonal skills (written and verbal) High level of attention to detail & organizational skills Diligence and intrinsic self-motivation Demonstrated history of initiative and ability to learn quickly Excellent quantitative, mathematical, problem-solving skills Proficiency with Excel, familiarity with all other Microsoft Office products Preferred: Bachelor's degree Experience with banking and custodial operations Exposure to and familiarity with: Traditional assets such as Equities, Fixed Income, Mutual Funds, etc. Alternative assets such as Hedge Funds and Private Equity Funds Working knowledge of SS&C/Advent APX, or similar portfolio management/accounting software What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteer opportunities and matching gift program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, “Work from Anywhere” weeks, and casual dress. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $70,000- $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Job Description Operations Associate, Cash Management & Trading Administration BBR Partners is a fast-growing wealth management firm serving high-net-worth individuals and families. Founded in 2000, we now manage over $35 billion in client assets. Our people are our greatest strength, and we're proud of the collaborative, innovative culture we've built. If you're looking to be part of a team that values growth, impact, and fresh ideas, we invite you to join us on our journey! Responsibilities: Cash Movement & Banking Operations: Coordinate with client custodians to execute external wires, ACH transfers, and inter-account cash movements Ensure all cash transactions are completed accurately and on schedule Trade Execution: Ensure timely and accurate execution of client trades including: Alternative assets (e.g., hedge funds, private equity funds) Standard liquid assets (e.g., mutual funds, equities) Use rebalancing software to generate and process mutual fund trades as required Relationship Management & Communication: Manage trade-related communications and maintain relationships with: Third-party equity and fixed income managers Alternative fund managers and fund administrators Account Lifecycle & Compliance Support: Handle ongoing account events, including: KYC/AML requests and documentation Ad hoc fund account-related requests Qualifications: Required : 1-3 years of post-undergraduate work experience in finance, accounting, or operations Strong communication and interpersonal skills (written and verbal) High level of attention to detail & organizational skills Diligence and intrinsic self-motivation Demonstrated history of initiative and ability to learn quickly Excellent quantitative, mathematical, problem-solving skills Proficiency with Excel, familiarity with all other Microsoft Office products Preferred: Bachelor's degree Experience with banking and custodial operations Exposure to and familiarity with: Traditional assets such as Equities, Fixed Income, Mutual Funds, etc. Alternative assets such as Hedge Funds and Private Equity Funds Working knowledge of SS&C/Advent APX, or similar portfolio management/accounting software What We Offer: Competitive base salary and incentive compensation. Company subsidized medical/Rx, dental and vision insurance for employee, partner, and dependents. 401K plan, Life insurance, and short & long-term disability coverage. One Medical membership (covered for employee and dependents), Wellhub membership, Employee assistance program (EAP), Gym reimbursement and other wellness offerings. Pre-tax transit and parking programs, Health Savings Account (HSA) and flexible spending programs for medical and dependent care. Personalized development and career growth opportunities. Volunteer opportunities and matching gift program. Flexible time off, paid parental leave, and Sabbatical with company tenure. Hybrid remote work environment, "Work from Anywhere" weeks, and casual dress. Additional Information: Base salary for this position will be determined during the interview process and will vary based on multiple reasons, including but not limited to prior experience, relevant expertise, current business needs, and market factors. The expected base salary for the role will generally be between $70,000- $85,000 per year at the commencement of employment, but the final salary offered may be outside this range based on these reasons and individual circumstances. Additionally, base salary is only part of the total compensation package, which, depending on the position, may also include discretionary bonuses, alternative incentive packages and Company-sponsored benefit programs. This position is at-will, and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

If you are an internal associate, please login to Workday and apply through Jobs Hub. Working at PPM America, Inc. PPM is a US-based institutional asset manager. Established in Chicago in 1990, PPM exists to consistently support institutional clients in achieving their long-term value goals. We take a hard work, straight talk, full transparency and humility approach to our work. Our success is supported by a team-based culture that encourages debate, collaboration and consistency. At the center of our belief is the fact that our best ideas to date have and can come from any team member anywhere in our firm. We believe the success of our investment culture is best demonstrated by the strong retention of our clients and investment professionals. PPM was again named one of the Best Places to Work in Money Management by Pensions & Investments in 2024. We attract professionals who exhibit humbleness, directness, and dedication. PPM's values guide our internal conduct and help define the type of relationships we share with our investors, affiliates, and other valued partners. Above all, PPM is passionate about giving back to our clients, to each other, and to our community. We understand that community and purpose are just as important as the job description when finding your next career. Values At PPM, our values are reinforced in our culture every day. We act like owners. Integrity guides all that we do, and we are committed to exercising sound judgment in every decision that impacts the company and serves our clients. We are passionate about investment performance and driving results. We are relentless in our efforts to provide best in class service. We strive to build strong and lasting relationships with our clients, seeking to gain trust in everything we do. We work collaboratively with transparency and accountability. We operate as a team. We rely on each other, are accountable to each other, and respect each other. We value differences and unique perspectives and embrace the principle that great ideas can come from anyone. We embrace change. We are not afraid to challenge the status quo in search of a better, smarter or faster solution. We value learning, challenge ourselves and motivate others. We are also committed to positively impacting our community. As a firm, we invest time, experience and fundraising efforts with our non-profit partners. At PPM, we offer volunteer opportunities to get involved with a network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company. Portfolio Services The Portfolio Services Department is a dynamic, fast-paced team that provides a broad spectrum of operational support to PPM and a fiduciary oversight of its clients' investments and assets. The Department supports nearly all asset management activities in the trade lifecycle, including portfolio management, trade execution, and client reporting. Functionally oriented teams include Public & Private Investment Operations, Derivatives Administration, Performance Analytics, Data Management and Business & Product Reporting. A high level of collaboration coupled with extensive cross-training promotes flexibility, scalability and professional development across the department. Portfolio Services is centrally positioned to engage with all of PPM's investment and administrative teams to meet the firm's strategic objectives. The department maxim is to be indispensable to our clients through timely, complete and accurate execution of roles and responsibilities. Job Purpose The Private Investment Operations Portfolio Associate role executes various operational activities related to private investments and syndicated bank loans, with a high degree of timeliness and accuracy. This role demands critical attention to detail as it is responsible for trade settlement, cash reconciliation, and position maintenance across various client investment portfolios. This role involves regular interaction with internal parties (trading, investment and operational teams, etc.), as well as external parties (clients, trustees, agent banks, counterparties, custodians, and auditors). The Private Investment Operations Portfolio Associate participates in a team that handles a diverse range of functions and disciplines and will have the opportunity to engage in other operational activities, as the broader Portfolio Services team regularly seeks opportunities to cross train across various asset types and processes in an effort to develop and deepen the skill set of team members. Essential Responsibilities Coordinates trade and settlement activity of syndicated loan trades. Monitors and resolves outstanding items. Performs daily reconciliations of cash/ holdings of assigned portfolios. Produces available cash details to portfolio managers. Produces portfolio level reports. Manages the full lifecycle of syndicated bank loans, including contract rollovers, posting interest and principal activity, processing adjustments and coordinating with agent banks. Processes loan refinance and restructuring activities. Responds to internal and external inquiries in a timely, complete, and accurate manner. Effectively and efficiently coordinates new project/ activity related work. Promotes continual processes improvement. Works collaboratively with other Private Investment Operations team members by participating in cross-training activities and providing additional operational support where and when needed. Other Duties Performs other duties and/or projects as assigned. Knowledge, Skills and Abilities Ability to prioritize and independently manage multiple deadlines and clientele. Experience in preparing accurate and timely work. Advanced proficiency with the entire Microsoft Office Suite, with an emphasis on Excel (including advanced formulas such as VLOOKUP and pivot tables) Word, and PowerPoint. Unquestionable professional integrity. Keen eye for detail. Strong organizational, problem-solving, and communications skills. Strong client and teamwork based approach to work and collective activities. Critical thinking, analysis, and troubleshooting expertise Experience with any of the following will be deemed beneficial: Knowledge of syndicated loan settlement documentation (LSTA Trade Confirms, Assignment Agreement, Funding Memo); Working knowledge of S&P Syndicated Loan tools (ClearPar, Wall Street Office (WSO) Administrator and Reporting); Understanding/ proficiency navigating Moody's and S&P's loan related ratings; Working knowledge of BlackRock's Aladdin tool; Experience in trade settlement or reconciliation; Experience is cash reconciliation. Strong knowledge of investment client reporting. Proficiency in tools that promote data analysis, task automation, and/or visualization (i.e. Python, Power BI, JIRA, etc.). Qualifications Bachelor's Degree , preferably in Accounting, Finance, Economics, Marketing, or a related discipline, required. 3+ years of relevant experience required. Benefits: At PPM, we offer volunteer opportunities to get involved with a diverse network of peers and support the causes that are important to you. Your passion and talents can make a lasting impact on our organization and our community. Additionally, our employees go the extra mile every day and the benefits of working at PPM reflect our commitment to supporting and enhancing their personal and professional lives. The plans and programs listed below are offered in collaboration with our parent company. Competitive salary and bonus Medical, dental and vision coverage 401k retirement plan with dollar-for-dollar matching contributions (up to 6% of salary) Tuition and professional certification reimbursement Paid parental leave Adoption assistance Holidays and paid time off Paid time off to volunteer Equal Employment Opportunity PPM America, Inc. is an equal opportunity employer and we base our employment decisions without unlawful regard or consideration of an individual's race, color, religion, national origin, sex, gender, sexual orientation, ancestry, citizenship, age, marital status, veteran status, medical condition, non-job related disability, pregnancy or any other basis protected by federal, state, or local law. Base Pay: $95,000.00 - $105,000.00. The base salary for this position may vary depending on experience, job-related knowledge, skills, and abilities. In addition to the base salary, this role will be eligible to participate in our annual bonus program. This role will also be eligible for compensated personal time off and holidays, health benefits, 401(k) plan with generous matching and profit sharing contributions, and other benefit programs according to the Company's employment policies and subject to the formal terms of such plans and programs.

Accounting Operations Specialist - Accounting Department; Home Office Branch Banking • Full-Time • Accounting Scott Credit Union is hiring an Accounting Operations Specialist in Edwardsville, IL to support our financial operations and help ensure accuracy, efficiency, and compliance across the organization. If you're detail-oriented, skilled at problem-solving, and thrive in a collaborative, service-driven environment, we'd be excited to welcome you to our award-winning team. Schedule: Full-time | Monday-Friday Work Location Status: Fully on-site for the first 30-90 days at the Edwardsville, IL Headquarters. After successful completion of probationary period, position may be eligible for hybrid or remote work. *Employees in hybrid or remote roles may be required to return on-site periodically for meetings, events, or other work-related needs as determined by their manager. About the Role The Accounting Operations Specialist is responsible for the ACH and Share Draft Processing, EFT Processing and Maintenance, and Return Deposited Item Processing. Why Join Scott Credit Union? Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth. Benefits include: 11 paid holidays and competitive PTO 401(k) with employer match Medical, dental, vision, and life insurance Short-Term Disability, including maternity leave Tuition reimbursement program “Dress for your day” policy Career advancement opportunities Supportive, team-oriented culture What You'll Do Return deposited item processing Share draft processing Wire processing Bill Pay processing ACH processing Balance Internal GL and DDA Accounts Assists with month end balancing What You Bring Associate's degree in Business or Accounting or equivalent work experience Experience with Microsoft Office including Word and Excel AAP (Accredited ACH Professional) Certification and NCP (National Check Professional) Certification Is This You? You're energized by creating meaningful connections and delivering strategic solutions You stay focused under pressure and prioritize precision in your work You take initiative, own your projects, and consistently aim for high-quality results You're looking to build a long-term career where your skills can grow and evolve Our Commitment At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth-for both our members and our employees. Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview. finance; processing;

Accounting Operations Specialist - Accounting Department; Home Office Branch Banking • Full-Time • Accounting Scott Credit Union is hiring an Accounting Operations Specialist in Edwardsville, IL to support our financial operations and help ensure accuracy, efficiency, and compliance across the organization. If you're detail-oriented, skilled at problem-solving, and thrive in a collaborative, service-driven environment, we'd be excited to welcome you to our award-winning team. Schedule: Full-time | Monday-Friday Work Location Status: Fully on-site for the first 30-90 days at the Edwardsville, IL Headquarters. After successful completion of probationary period, position may be eligible for hybrid or remote work. *Employees in hybrid or remote roles may be required to return on-site periodically for meetings, events, or other work-related needs as determined by their manager. About the Role The Accounting Operations Specialist is responsible for the ACH and Share Draft Processing, EFT Processing and Maintenance, and Return Deposited Item Processing. Why Join Scott Credit Union? Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth. Benefits include: 11 paid holidays and competitive PTO 401(k) with employer match Medical, dental, vision, and life insurance Short-Term Disability, including maternity leave Tuition reimbursement program “Dress for your day” policy Career advancement opportunities Supportive, team-oriented culture What You'll Do Return deposited item processing Share draft processing Wire processing Bill Pay processing ACH processing Balance Internal GL and DDA Accounts Assists with month end balancing What You Bring Associate's degree in Business or Accounting or equivalent work experience Experience with Microsoft Office including Word and Excel AAP (Accredited ACH Professional) Certification and NCP (National Check Professional) Certification Is This You? You're energized by creating meaningful connections and delivering strategic solutions You stay focused under pressure and prioritize precision in your work You take initiative, own your projects, and consistently aim for high-quality results You're looking to build a long-term career where your skills can grow and evolve Our Commitment At Scott Credit Union, our purpose is to support members through every phase of their financial journey. We believe in accountability, integrity, diversity, service excellence, and continuous growth-for both our members and our employees. Apply today to join a trusted organization that values your contribution and invests in your future. If selected, next steps may include a phone or in-person interview. finance; processing;

Who We Are: TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators. At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that's using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you're joining a culture where AI is how we work . Are you ready to make yourself at home? What We Are Looking For: We are looking for a Trading Operations Specialist who is a key member of the operations and client support teams supporting trade processes, order routing, data management, client reporting and portfolio reconciliation functions. This person will work closely with the Client Services and Clearing Operations teams. This position requires strong computer skills, attention to detail, positive professional attitude, and ability to work in a team environment. The individual is required to act decisively and exercise independent judgment in the daily responsibilities of the position. What You'll Be Doing: Real-time risk management and risk mitigation Trade order creation and execution Equities and Options margin processes Post trade processing and resolving trade settlement issues in a timely manner Research and process corporate actions (i.e. tender offers) Client reporting support Support research and reporting on investment and operational projects as needed Identify workflow/system improvements and work with supervisor and operations team to enact change Establish and effectively monitor account level trading and broker restrictions Review daily and periodic vendor reports and reconciliations. Identify potential issues and resolve with vendor Monitor client cash flows; communicate and process according to firm procedures The Skills You Bring: Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions Ability to learn and assimilate information from multiple people and sources A friendly professional demeanor and ability to excel in a team oriented environment Strong proficiency with Microsoft Office suite especially Excel Strong analytical and detail-oriented aptitude; a high degree of accuracy is required Excellent communication and organizational skills Ability to manage time effectively, set priorities and meet deadlines Ability to learn and adapt to change Proven ability to succeed in a high risk, high pressure environment Must exercise discretion, independent judgment, and act decisively Task oriented with the ability to meet multiple deadlines and manage projects and tasks through to completion Willingness to work non-standard hours and overtime as needed Strong individual contributor who works effectively as a member of a highly functioning team Minimum Qualifications: Bachelor's Degree from an accredited college or university Minimum of 3 to 5 years financial industry experience with an emphasis on trading support and trade settlement. Current active series 7, 63 and 3 licenses required Series 57 within 90 days of hire Desired Qualifications: Series 4 preferred What We Offer: Collaborative work environment Competitive Salaries Yearly bonus Comprehensive benefits for you and your family starting Day 1 Unlimited Paid Time Off Flexible working environment TradeStation Account employee benefits, as well as full access to trading education materials Pay Range (US) $86-100K (Countries outside of the US have differing ranges in accordance with local labor markets) TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.

Requirements 1+ years of experience in banking/financial field Strong work ethic Works well independently as well as in a team environment Good written and verbal communication skills Ability to interface with numerous constituents at various levels Self-starter with a positive attitude and the ability to work independently and conscientiously Proficiency with the Microsoft Office products Ability to multi-task, balancing many responsibilities simultaneously Familiarity with the Wall Street Office loan system and proficiency in processing a plus Bachelor's Degree in Accounting, Finance or Business Administration preferred Physical Requirements Sitting: Frequently (approximately 70-80% of the workday) Required for computer work, phone communication, and administrative tasks. Standing and Walking: Occasionally (approximately 20-30% of the workday) May be required for filing, retrieving documents, or walking between departments or meeting rooms. May be required to walk between Monroe offices located on different floors in the building May be required to use a step-stool to access supplies Lifting/Carrying: Occasionally Must be able to lift and carry items such as office supplies, boxes of paper, or small equipment (typically up to 20 pounds). Reaching/Bending: Occasionally Required when organizing supplies, accessing low or high shelves, or setting up meeting rooms. Typing/Keyboard Use: Frequently Daily use of computer, keyboard, mouse and other office equipment is required. Vision and Hearing: Frequently Adequate vision for reading reports, emails, and spreadsheets. Adequate hearing for phone conversations and verbal communication in meetings. Speaking: Frequently Must be able to communicate clearly with staff, vendors, and external partners. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Monroe Capital LLC Monroe Capital LLC (“Monroe”) is a premier boutique asset management firm specializing in private credit markets across various strategies, including direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe's platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is headquartered in Chicago and maintains offices in Atlanta, Boston, Los Angeles, Miami, Naples, New York, San Francisco, and Seoul. Monroe has been recognized by both its peers and investors with various awards including Private Debt Investor as the 2022 Lower Mid-Market Lender of the Year, 2022 CLO Manager of the Year, Americas; Global M&A Network as the 2022 Small Mid-Markets Lender of the Year, Americas; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information and important disclaimers, please visit ****************** For Illinois Only: It is expected that the base salary range for this position will be $65,000- $90,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Salary Description $65,000- $90,000

The Associate's primary focus will be the management of a portfolio of loan transactions. We are seeking an organized and detailed oriented loan closer / servicer to join our growing operations team who should be able to work independently with an understanding of commercial lending terminology. This is a hybrid position working 3-4 days a week from our Chicago office. Primary Job Responsibilities: Review legal documents and extract relevant information Set up and maintain assets for various funds in Wall Street Office Manage a portfolio of deals Post customer advances, payments and loan contract continuances and complete all daily work in timely and accurate manner Enter wires to settle with participants and funding partners while ensuring that all members remain in sync Invoice clients and create system notifications of activity Provide excellent customer service by keeping required parties apprised of loan activity Assist with the closing, funding and booking of new deal transactions Respond to internal and external inquiries regarding loan balances, interest, fees and expenses and respond to ad-hoc requests Proactively identify loan performance concerns and communicate these to the portfolio management team Perform daily cash reconciliation Assist the Accounting Department with questions regarding reconciliation of cash and loan position activity Special projects upon request Requirements 1+ years of experience in banking/financial field Strong work ethic Works well independently as well as in a team environment Good written and verbal communication skills Ability to interface with numerous constituents at various levels Self-starter with a positive attitude and the ability to work independently and conscientiously Proficiency with the Microsoft Office products Ability to multi-task, balancing many responsibilities simultaneously Familiarity with the Wall Street Office loan system and proficiency in processing a plus Bachelor's Degree in Accounting, Finance or Business Administration preferred Physical Requirements Sitting: Frequently (approximately 70-80% of the workday) for computer work, phone communication, and administrative tasks. Standing and Walking: Occasionally (approximately 20-30% of the workday), including walking between Monroe offices or meeting rooms. Lifting/Carrying: Occasionally required to lift up to 10 pounds. Reaching: Extending arms to access files, use printers, grab supplies; often includes overhead reach, sometimes with a step stool for higher shelves. Bending/Stooping: Bending at the waist or knees to reach items on low shelves, under desks (cords, equipment), or pick up dropped items. Typing/Keyboard Use: Frequently required for daily computer and administrative tasks. Vision and Hearing: Adequate for reading reports, emails, spreadsheets, and verbal communication. Speaking: Frequent verbal communication with staff, vendors, and external partners. Disclaimer The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed. Monroe Capital LLC Monroe Capital LLC (“Monroe”) is a premier boutique asset management firm specializing in private credit markets across various strategies, including direct lending, asset-based lending, specialty finance, opportunistic and structured credit, and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe's platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. The firm is headquartered in Chicago and maintains offices in Atlanta, Boston, Los Angeles, Miami, Naples, New York, San Francisco, and Seoul. Monroe has been recognized by both its peers and investors with various awards including Private Debt Investor as the 2022 Lower Mid-Market Lender of the Year, 2022 CLO Manager of the Year, Americas; Global M&A Network as the 2022 Small Mid-Markets Lender of the Year, Americas; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information and important disclaimers, please visit ****************** For Illinois Only: It is expected that the base salary range for this position will be $65,000- $85,000. Actual salaries may vary based on factors such as skills, experiences and qualifications for the role. The total compensation package for this position may also include other elements and discretionary awards in addition to a full range of medical, financial and / or other benefits (including 401(k) eligibility and various paid time off benefits such as vacation, sick time and parental leave) dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment. If hired, the employee will be in an ‘at-will position' and the Firm reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time including for reasons related to individual performance, Firm or individual department / team performance and market factors. Salary Description $65,000- $85,000

DRW is a diversified trading firm with over 3 decades of experience bringing sophisticated technology and exceptional people together to operate in markets around the world. We value autonomy and the ability to quickly pivot to capture opportunities, so we operate using our own capital and trading at our own risk. Headquartered in Chicago with offices throughout the U.S., Canada, Europe, and Asia, we trade a variety of asset classes including Fixed Income, ETFs, Equities, FX, Commodities and Energy across all major global markets. We have also leveraged our expertise and technology to expand into three non-traditional strategies: real estate, venture capital and cryptoassets. We operate with respect, curiosity and open minds. The people who thrive here share our belief that it's not just what we do that matters-it's how we do it. DRW is a place of high expectations, integrity, innovation and a willingness to challenge consensus. As an Operations Specialist, your work will involve reconciliation, balancing of accounts, profit-and-loss calculation and analysis, trade capture and a variety of other activities to support the firm's trading activities in various asset classes. In this role, you'll have regular, direct interaction with a variety of teams, including finance, technology, operations, and the front office. The ability to work in a fast-paced environment while maintaining a high degree of professionalism is paramount. What you'll do in this role: Perform detailed trade, position, and valuation reconciliation Provide assistance in trade capture for all products related to the firm's activity Field reconciliation-related inquiries from a variety of teams within the firm Daily P&L calculation and substantiation Support trade management activities, such as processing exercises and assignments, corporate actions, box transfers, currency conversions, etc. Research and design analytical tools to be integrated into daily procedures Adopt, integrate, and promote new technology as it becomes available Provide experienced direction and assistance to teammates across all product classes You'll be right at home if you have: Four or more years of experience in detail-oriented role in the financial markets industry, ideally in a front office, middle office, back office, or risk management capacity Experience with futures, futures options, equities, equity options, FX, bonds, swaps, cryptocurrencies or other financial derivatives or products Comfort working in time sensitive situations, pushing for quick and complete resolution to stakeholder concerns High level of proficiency with MS Excel Previous experience with Python, SQL, VBA, or PowerQuery Experience with a variety of software tools, and with technologists to identify technology needs and implement solutions Bachelor's degree in finance, accounting, or another quantitative field Demonstrated high level of customer service and strong written and verbal communication skills Demonstrated ability to be successful collaboratively or independently Highly organized, with ability to handle multiple tasks simultaneously Proven ability to understand challenging problems, find solutions, and drive process improvement Demonstrated ability to understand big picture and anticipate downstream impacts The annual base salary range for this position is $100,000 to $150,000 depending on the candidate's experience, qualifications, and relevant skill set. The position is also eligible for an annual discretionary bonus. In addition, DRW offers a comprehensive suite of employee benefits including group medical, pharmacy, dental and vision insurance, 401k (with discretionary employer match), short and long-term disability, life and AD&D insurance, health savings accounts, and flexible spending accounts. For more information about DRW's processing activities and our use of job applicants' data, please view our Privacy Notice at ******************************* California residents, please review the California Privacy Notice for information about certain legal rights at ****************************************** #LI-DW1

Deposit Operations Representative (Partial Float) Full Time @ Operations Center This position will have daily duties and will serve as a back-up for coverage for other areas of the department. **Please note: This position is subject to review after 12 months. Following this review, the position, responsibilities, or structure may be modified based on operational needs and organizational priorities. Management reserves the right to make adjustments as determined to be in the best interest of the Department and/or the Bank. Essential Duties and Responsibilities: Complete ATM/Mobile Deposit Review Complete Credit Card Operations Monitor ATMs for issues/outages Assist Wire Department as needed Assist Lockbox Department as needed Assist in running the mail machine operations Handle Daily Reports/Onlines Handle Monthly Reports/Onlines Other duties as assigned with time Qualifications High School diploma or equivalent Basic math and computer skills Experience with Microsoft Office products is required. Requires excellent communication and interpersonal skills. Effective interpersonal relationships with managers and coworkers. Effectively communicate in both oral and written form. Ability to perform tasks quickly and accurately in a fast-paced environment. Ability to operate in a team environment to accomplish shared goals. Ability to effectively manage time as related to daily tasks. Ability to solve practical problems and interpret a variety of instructions. Ability to prioritize multiple demands in a high-pressure environment while maintaining a professional demeanor. Previous banking experience preferred but not required. Benefits May Include the Following: ************************************ Salary Range: The salary range for this position is $16.00 - $18.00/hour, depending on experience and qualifications. In addition to the base salary, compensation may include bonuses, benefits, and other incentives.

The Business Operations Specialist is a key role responsible for ensuring that the day-to-day operations of the business run smoothly. They are involved in various activities, including project management, process improvement, data analysis, and strategic planning. This role requires a combination of technical skills, business acumen, and excellent communication abilities. What will your job entail? Job Responsibilities: • Coordinate and oversee the execution of company operations to ensure efficiency. • Analyze business operations and deliver reports to the management team. • Identify operational bottlenecks and develop strategies to resolve them. • Collaborate with different departments to align their operations with the business goals. • Implement business strategies and monitor their effectiveness. • Manage operational budgets to promote profitability. • Develop and implement process improvements to increase operational efficiency. • Ensure compliance with company policies and industry regulations. • Provide training and guidance to team members to accomplish operational goals. Work Experience and Education: · Bachelor's degree Business Administration with a minimum of 5 years of related experience. Licenses & Certifications: · Project Management Professional (PMP), Certification in Process Excellence (CPE) or Certified Business Analysis Professional (CBAP) is preferred. Technical/Functional Skills: · Knowledge Of Insurance Industry · Lean Tools and Techniques · Automation · Policy Formulation · Agile Methodology · Operations Management · Operational Governance · Operational Strategies · Financial Management Behavioral Skills: · Effective Communication · Interpersonal Skills · Attention to Detail · Decision Making · Problem-Solving · Continuous Learning Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment. How We Support Our Teammates Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more. The target salary range for this position is $80,000.00 - $100,000.00 annually. The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website ***************************** We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at ************* The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Loan Operations Specialist FT-Oak Brook, IL Job Summary: This position will be responsible for maintaining the real estate tax and insurance escrow payments, balances and disbursements, maintaining loan collateral system and its components, verifying accuracy of daily loan system information, completing daily reconciliations, approving loan customer information (CIP) and regulatory reporting, processing loan payments, preparing general ledger reconciliations, monthly loan operation department reports, and handling customer inquiries. Essential Duties & Responsibilities: Performs loan tasks, including but not limited to: loan boarding, loan payoffs, loan modifications, and tickler updates, Boards all consumer and commercial loans and completes quality control to core system. Research payment issues and discrepancies. Resolves any loan exceptions or corrections. Perform Verify that all data entered into the loan system is accurate based upon supporting loan documentation. Review the daily loan reconciliation process for key loan categories to assure that the reconciliations are correctly completed and reconciling items are properly identified. Process loan payments and disbursements, and services loan payments with participation banks. Process Construction Draws. Perform Loan System maintenance as needed. Provide assistance to other Loan Operations functions as needed. Process Paid Loan Files, prepare release deeds and UCC terminations as needed. Update and maintain the existing real estate tax escrow transactions on core system. Maintains standard operations procedural documentation. Assist lending team with customers loan related inquiries. Supports department conversion initiatives and new product launches. Prepare Monthly and Quarterly Loan Operations reports. Prepares payoff letters Other duties as assigned. Qualifications: Candidates for the position must possess a minimum of five years experience in commercial loan operations, experience in utilizing a Fiserv loan system product is a plus, with expertise in loan origination, loan modification and loan disbursement procedures, and preferred experience in tax escrow processing. Possess strong computer skills and including a comprehensive knowledge of Microsoft Office products. Lastly, candidates must have excellent written and verbal communication skills and good figure aptitude. Hours: This position is a full time position with hours Monday through Friday from 8:00am to 5:00pm. The position will be located at our Operations Center at in Oak Brook. Education & Experience. Some college preferred, five years of experience in commercial loan servicing, or bookkeeping or accounting, preferably in loan operations. High School diploma or equivalent is required. Benefit Information: Lakeside Bank offers a wide variety of benefit programs for our employees. We offer 4 Blue Cross Blue Shield Medical plans (2 PPO & 2 HMO plans). Our PPO Dental plans are offered through Principal. The Bank subsidizes a large percentage of the monthly premiums. We also offer Vision insurance through Principal VSP. Employees are able to select from Single coverage, Employee & Spouse coverage, Employee & Child(ren) coverage or Family coverage levels. The Bank provides Life/AD&D, Short-term Disability, and Long-term Disability insurance - at no cost to the employee. We offer a variety of supplemental ancillary products such as supplemental life for employee, spouse and/or children, accident, critical illness, hospital indemnity and pet insurance. Additional information on each plan can be provided upon request. We offer paid Sick, PTO, Vacation and Holidays. Salary Information: This is a non-exempt position. Compensation will be based upon background and level of experience. The compensation range is $22.00-$34.00. 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 the job. While performing the duties of this job, the employee is regularly required to stand. The employee is occasionally required to walk. The employee must occasionally lift and/or move up to 25 pounds. Equal Opportunity Employer Disability/Veteran Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job. Lakeside Bank is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship, and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. Position Summary The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change to a withdrawal, to a beneficiary update. The primary goal of a Specialist is to ensure requests are addressed and processed timely, accurately and with the client's intention at top of mind. A Specialist will ensure client requests are in good order and provide clear, emotionally connected communication to Advisors and their staff to resolve any outstanding items. Key performance measures include accuracy, productivity, contact quality, and ability to work and engage effectively on a team. Each Specialist will be assigned a primary work group/team on Account Operations based on proficiency need, capacity requirements, tenure and skill. These teams include: Money In and Maintenance, Money Out, Move Money, and Partner Custodian. Each team will work closely to ensure service levels are achieved daily, processes are improved, and team engagement is high. Specialists should be proactive, eager to learn, and work their leaders to develop their skills and careers at AssetMark. Specialists also have the ability to become Gold or Platinum certified, as well as promoted to a Level 2 or Sr for taking on additional responsibilities and exceeding key performance metrics. We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to our Phoenix, AZ or our Chicago, IL offices. Responsibilities: * Partner closely with Team, Service and Leaders to ensure client requests are handled with care and accuracy. * Be productive and ensure all requests are handled within assigned service levels. * Adapt and be flexible based on the needs in the business and within the team. * Ability to satisfy advisors with timely, complete, knowledgeable and responsive communications regarding requests that are not in good order (NIGO) through written and verbal communication. * Ability to assess and minimize risk to organization. * Effectively work across teams, peers, and other departments. Required Qualifications: * Bachelor's degree or experience in Financial or similar professional Industry * Strong attention to detail and ability to see the "bigger picture" * Demonstrates high proficiency in Operational processing * Outstanding Customer Focus - constantly providing memorable service and creates loyal promoter * Excellent Communication Skills - verbal, written, interpersonal, influencing, and negotiation * Demonstrated analytical and decision making skills * Results Oriented - Proven ability to set and meet aggressive goals AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. The Account Operations Team is responsible for handling all client-directed requests on existing AssetMark accounts. This can include anything from an investment change, to a withdrawal, to a beneficiary update. The primary goal of the team is to ensure requests are addressed and processed timely, accurately and with the client's intention at top of mind. Key performance measures for the team include accuracy, productivity, contact quality, team engagement results and NPS (loyalty) survey results from Advisors. Each team is comprised of associates who focus on a primary type of work. Assignments to work groups are based on proficiency need, capacity requirements, tenure and skill. These teams are comprised of the following work groups: Money In, Money Out, Move Money, Maintenance/Coordinator and Reports/Audits and Controls. Money In This Team focuses on handling all incoming funds to the firm. Primary worktypes include checks, wires, one-time ACH requests and automatic investment plans. This team works closely to ensure funding is allocated and coded correctly to existing client accounts and ensures accounts can meet investment minimums to start trading. This work is vital to the success of AssetMark since incoming assets = growth and success for the firm! Money Out This Team focuses on handling all outgoing distributions from the firm. Primary worktypes include withdrawals, cash and in kind terminations, systematic withdrawals and RMD's. This teams works closely to ensure client requests for funds distributed accurately and timely to the selected recipient. This team also requires associates to have deep knowledge of state and federal tax withholding, IRS rules surrounding distributions and appropriate trading/settlement times. When client's need to access or distribute their funds, it's a key milestone for how they will identify AssetMark as a reliable and trusted partner. Move Money This Team focuses on handling all movement across accounts. Primary worktypes include investment changes, journals, and divorce/beneficiary claim movements within the platform. This teams works closely to ensure assets are transferred accurately and timely across and within AssetMark accounts. This is the firm's most volatile worktype as its easily prone to surge in volume during market changes and often results in bulk requests from an Advisor. An investment change may be as simple as changing from a Profile 1 to 2, going 100% to cash or an incredibly complex in-kind death transfer of assets to multiple accounts. Because of the trading implications, this work is incredibly sensitive to our clients and must be a top priority. Maintenance This Team focuses on handling all account information updates or alerts. Primary worktypes include beneficiary changes, banking maintenance, duplicate statement requests, corporate resolution and trust updates, account linking requests, address changes and returned mail. A small subset of onshore associates also handle the "complex" maintenance such as research items, correspondence, and account not trading alerts. This team works closely to ensure client accounts are updated timely and accurately, and work with numerous other teams to ensure accounts are in good order and have all the correct details as instructed by the Advisor and their Clients. Coordinators This Team's primary focus in handling Advisor contact on items that need resolution, through written or verbal communication. They also work on or various campaigns and outreach tasks as they arise and are prioritized. This team is made up of experts who understand how to emotionally connect with our Advisors and support the Operations teams as they work to handle and complete a large variety of client requests. Coordinators also may specialize in a particular work group, but also need to be knowledge, flexible and adaptable as various incoming Advisor calls are received throughout the day and may touch a variety of topics and request types. Partner Custodian This team handles ALL money in, money out, move money and maintenance requests for our Partner Custodians (PC's) - inclusive of Pershing, Fidelity, and TDA/Schwab. This team requires vast knowledge and expertise of our PC's rules and operating procedures and must work closely with our PC Service Teams to ensure client requests are handled according to their guidelines. Since there are a variety of worktypes within this group, the team must be incredibly flexible and adaptable as the work may change daily and they may need to shift priorities. As volumes grow, we may look to specialize this team even further by custodian and work group. Reports, Audit and Controls This team manages a number of key reports, controls and tasks for all Service Teams, all custodians and all Operations Teams. Their primary work consistent of handling manual accommodations, Partner Custodian reconciliations, and resolving outages on money in/money out requests (e.g. ACH or wire rejections). Additionally, they may be requested to do additional outreach tasks or campaigns as needed. They will also work closely with the offshore Audit and Controls team to bring forth trends, possible improvements and procedure handling changes for the Operations Teams they support. This team is critical to ensure those most sensitive and complex requests are handed timely and accurately. Compensation: The Base Salary range for this position is between $55,000-$60,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-hybrid #LI-TE 1 Who We Are & What We Offer: We are AssetMark, a company on the move, shaping the future of financial services. Growth is in our DNA. Every day, we combine technology, insight, and collaboration to create new possibilities for advisors, for our people and for our investors. At AssetMark your ideas matter; they're heard, valued, and drive meaningful change. Join a team that sets new standards and creates space for you to thrive and do your best work. Our Mission Our mission is simple: to help our 10,500+ financial advisors make a meaningful difference in their clients' lives. We do this by combining powerful technology, holistic support, and expert consulting to help advisors run stronger, more efficient businesses. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience. Our Values Heart. Client Success. Integrity. Respect. Excellence. Our values are how we show up every day. We believe in: * Leading with Heart, in truly making a difference in the lives of others: teammates, clients, investors and communities. * Obsessing over Client Success, bringing a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships. * Unyielding Integrity, doing what's right, always. Even when it's hard. * Collective Respect, in being authentic, inclusive and valuing all voices while winning together. * Operating with Excellence, in learning fast, continuously improving, innovating and collaborating to find new and better solutions. These values shape our culture, guide our decisions, and define what it means to be part of the AssetMark family. Our Culture & Benefits Our culture brings our mission and values to life. Here, we do what's right, embrace diverse ideas, and innovate together. We also offer a wide range of benefits to support you and your family-because thriving at work starts with thriving in life. * Flex Time or Paid Time Off and Sick Time Off * 401K - 6% Employer Match * Medical, Dental, Vision - HDHP or PPO * HSA - Employer contribution (HDHP only) * Volunteer Time Off * Career Development / Recognition * Fitness Reimbursement * Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Foresight Bank is the largest, locally owned community bank in Northern Illinois, with fifteen offices in the counties of Winnebago, Stephenson and Kankakee. Foresight Bank is owned by Foresight Financial Group, Inc., an Illinois corporation founded in 1986, a financial holding company established under the Federal Reserve. Position Summary: Responsible for maintenance and support duties for all commercial and consumer loans. Role requires a collaborative team player that utilizes strong relationship management, customer service and communication skills while completing duties that include maintenance and customer service for commercial and consumer loans. Primary Responsibilities: * Processes loan payments including participation payments, collects fees, processes internal transfers and wire transfers. * Quality Review of all loans on Core System * Monitors the closed loan report and prepares appropriate releases. Forwards releases to the appropriate lender or recording agency * Supports the UCC process - Searches, Filings and Renewals * Balances loan general ledger and internal checking accounts under dual control according to Bank procedure and within designated timeframes. * Prepares and processes loan advances and payoffs. * Prepares and processes all outstanding bills for AP (ex. CSC, Flood, Property Maintenance, Legal) * Handles internal customer calls and inquiries. * Perform File Maintenance review of previous day loan activities, exception reporting and various other daily reports * Support and prepare Escrow documentation to LOS system for Commercial Loans * Support Participation Agreements for Commercial Loans * Prepares, mails, scans, and QC review of adverse action notices * Will provide backup support for all Participation Loan activity * Will provide backup support for all Business Manager Loan activity * Will provide backup support for all work out loan activity * Prepare the following reports: Closed Loan - Title Exception - DGU - Retail 1st Mortgage Insurance Tracking - Matured Loan Report - SBA Report - VSI Insurance Report - Various other Reports * Ensures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations including Bank Secrecy Act and Anti Money Laundering to assist management in monitoring for suspicious activity, money laundering, or other illegal customer activity. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Competencies: To perform the job successfully, an individual should demonstrate the following competencies. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Customer Service Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments. Teamwork Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Supports everyone's efforts to succeed. Problem Solving Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics. Quality Strives to eliminate errors, accurate work is a priority, seeks opportunities to improve product/services Dependability Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan. Technical: Working knowledge of core processing systems (Jack Henry CIF 20/20), loan & deposit platforms (LaserPro & OnBoard Deposits disclosures), and Microsoft 365. Position Performance Standards: Timeliness in the completion of the daily assigned tasks by the department to ensure regulatory and operational standards are achieved. Performs maintenance accurately and efficiently Performance Weightings: 40% Competencies 60% Position Performance Standards and Personal Goals Qualifications: High school diploma or general education degree (GED); Associates degree preferred. Minimum 2 years banking experience. Prefer 1-2 years Loan Operations experience. Physical Demands and Work Environment: This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets and fax machines. The physical demands described here are representative of those that must be met by a Team Member to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires manual dexterity. While performing the duties of this Job, the Team Member is regularly required to sit or stand for extended periods of time.

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities * As an Operations Specialist, you'll be the go-to guru for our tech needs. * From optimizing business applications, products and services to making sure to protect the business on a day to day. * Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. * Data & System analytics support by observing trends when implementing new tech and products/solutions. * Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. * Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements * Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. * Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. * Customer service skills: You work well with clients and have great communication skills. * Quick Study: New tech doesn't intimidate you. * You love learning and mastering new tools. * Bilingual in English and Spanish highly preferred. Fluency in English is required. * Bilingual/bi-cultural experience is highly desired. * Travel anticipated approximately 20-30%. * Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company -transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the location-specific benefits below and note that your Recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your United States - specific benefits include: * Medical, Dental, Vision, and Life Insurance * Flexible Time off * Tuition Assistance Program * Parental Leave * 401K Plan For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-SS2

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

Join us at Christian Brothers Services, where our mission is to support and serve the Catholic Church and its ministries across the nation. Our Enterprise Operations division has a full-time opening for a Retirement Representative. As a Retirement Representative, you'll play an essential role in administering both Defined Benefit (DB) and Defined Contribution (DC) plans-ensuring accuracy, timeliness, and compassionate service for our members and participating employers. If you're organized, analytical, and committed to excellence, we'd love for you to bring your expertise to our mission-driven team. Pay range: $22.00 to $23.50 per hour Key Responsibilities Process retirement elections, benefit calculations, and payment setups for defined benefit plans. Review employee records, resolve data discrepancies with employers, and confirm calculation accuracy. Support participant and employer inquiries by phone and email, delivering exceptional customer service. Handle daily administrative functions such as pension verification letters, estimates, death processing, and retiree record updates. Run scheduled reports and assist with annual and quarterly processes including death audits, vested terminations, and overpayment tracking. Assist Plan Consultants with special projects such as data cleanup, discrepancy resolution, and employer data requests. Support defined contribution operations by monitoring contribution reports, reconciling payments, processing corrections, and communicating with employers about reporting issues. Identify and suggest opportunities for process improvement to enhance efficiency and accuracy. Christian Brothers Services is a not-for-profit comprised of cooperative programs providing administrative and managerial services to Catholic organizations. We offer competitive salary and a competitive benefits package! Benefits: 403(b) 403(b) matching Pension Dental insurance Disability insurance Employee assistance program Flexible spending account Health insurance Life insurance Paid time off Vision insurance Qualifications Qualifications High school diploma or equivalent required; college coursework preferred. 5+ years of experience in defined benefit plan administration required. 5+ years in a business office environment required. Skills Strong communication skills (written and verbal). High attention to detail and accuracy with numerical data. Proficiency in Microsoft Word and Excel. Ability to manage multiple priorities and deadlines. Commitment to delivering exceptional service to members and employers.

Role: By emphasizing ONE Park, ONE Mission, One Team, the eTeam Service Representative is responsible for assisting members and potential members with their telephone and electronic correspondence requests. This role involves answering questions about products and services, resolving issues within their authority, processing transactions, and directing calls to the appropriate department when necessary. The eTeam Service Representative also identifies cross-sell opportunities, maintains accurate member account information, and supports remote service requests, ensuring efficient and professional service delivery. **THIS POSITION IS ON SITE AND LOCATED IN LOUISVILLE, KY. IT IS NOT REMOTE OR HYBRID. Essential Functions & Responsibilities: While meeting the service standards for the credit union, assist members and potential members with their telephone and electronic correspondence requests; answer questions about products and services and resolve problems that are within their authority to resolve; provide applications as requested; refer problems that are beyond their authority to their supervisor, along with their recommendations. Process Remote Contact requests in the same fashion as answering and handling telephone requests/issues. Identify crosssell opportunities and cross-sell services to members. Maintain action log as required for review. Perform transactions related to ATM/Debit Card programs including ordering cards and placing blocks per credit union guidelines. Provide information regarding these transactions and resolve issues that are within authority. Refer issues not withing authority to manager. Provide information on remote services. Maintain knowledge of all products and services offered. Follow all security policies and report suspicious activity to manager. Maintain member account information on computer system. Assure that appropriate records are maintained . Willingly assist other departments as needed. Performs other duties as assigned. Performance Measurements: 1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: • Vibrant Connections • Inclusive Excellence • Bold Compassion • Endless Empowerment 2. To provide friendly, professional and accurate service and support to all members and coworkers. 3. To accurately receive calls daily and effectively troubleshoot or direct the call. 4. To answer telephone within 3 rings, respond to written correspondence within 24 hours, respond to telephone messages within the same day received. 5. To process member transactions with zero errors. 6. To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all regulations. 7. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance. 8. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately. Knowledge and Skills: Experience: Six months to two years of similar or related experience. Education: Equivalent to a high school education. Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Other Skills: Good listening and telephone skills. Physical Requirements: WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers. PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds. Company Description: Park Community is Kentucky's largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all. Park Community Credit Union is an Equal Opportunity Employer/VETERANS/DISABLED

Role: By emphasizing ONE Park, ONE Mission, One Team, the eTeam Service Representative is responsible for assisting members and potential members with their telephone and electronic correspondence requests. This role involves answering questions about products and services, resolving issues within their authority, processing transactions, and directing calls to the appropriate department when necessary. The eTeam Service Representative also identifies cross-sell opportunities, maintains accurate member account information, and supports remote service requests, ensuring efficient and professional service delivery. ***This position is in office, but will be eligible to receive 25 Flex days that would allow working remotely. Essential Functions & Responsibilities: While meeting the service standards for the credit union, assist members and potential members with their telephone and electronic correspondence requests; answer questions about products and services and resolve problems that are within their authority to resolve; provide applications as requested; refer problems that are beyond their authority to their supervisor, along with their recommendations. Process Remote Contact requests in the same fashion as answering and handling telephone requests/issues. Identify crosssell opportunities and cross-sell services to members. Maintain action log as required for review. Perform transactions related to ATM/Debit Card programs including ordering cards and placing blocks per credit union guidelines. Provide information regarding these transactions and resolve issues that are within authority. Refer issues not withing authority to manager. Provide information on remote services. Maintain knowledge of all products and services offered. Follow all security policies and report suspicious activity to manager. Maintain member account information on computer system. Assure that appropriate records are maintained . Willingly assist other departments as needed. Performs other duties as assigned. Performance Measurements: 1. To be an ambassador of Park's culture supporting the credit union's mission to build thriving communities together ensuring words and actions align with the Park VIBE that defines our Core Values: • Vibrant Connections • Inclusive Excellence • Bold Compassion • Endless Empowerment 2. To provide friendly, professional and accurate service and support to all members and coworkers. 3. To accurately receive calls daily and effectively troubleshoot or direct the call. 4. To answer telephone within 3 rings, respond to written correspondence within 24 hours, respond to telephone messages within the same day received. 5. To process member transactions with zero errors. 6. To add to and maintain knowledge of all new policies and procedures to ensure remain compliant with all regulations. 7. To maintain a professional work environment, promote teamwork, build respect among coworkers and present a businesslike appearance. 8. To follow all security policies and procedures and report discrepancies or suspicious activity to manager immediately. Knowledge and Skills: Experience: Six months to two years of similar or related experience. Education: Equivalent to a high school education. Interpersonal Skills: A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and/or is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary. Other Skills: Good listening and telephone skills. Physical Requirements: WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this position. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions. While performing the essential duties of this position, the employee is regularly exposed to a general office environment and interaction with customers. PHYSICAL DEMANDS The physical demands described here are representative of those required to successfully perform the essential functions of this position, but do not necessarily constitute an exhaustive list of all essential functions. To the extent required by any applicable law, reasonable accommodations will be made to enable qualified individuals with disabilities to perform essential functions where this can be done without posing a direct threat to self or others. While performing the essential duties of this position, the employee frequently must sit, stand, and walk short distances. The employee frequently uses hands and fingers to count currency and handle, manipulate, and feel objects, documents, and office tools and equipment. Reads, writes, listens, speaks, and uses personal computers, copiers, telephones, and other office equipment and software throughout the work day. The employee is occasionally required to stoop, bend, squat, and reach overhead with hands and arms. Occasionally pushing and pulling of office furniture and other objects. The employee may occasionally lift and/or move up to 15 pounds and on occasion lift and/or move up to 25 pounds. Company Description: Park Community is Kentucky's largest Community Development Financial Institution (CDFI) Credit Union. Owned by members and focused on empowering communities, fueling dreams and fostering belonging, the organization is committed to financial inclusion and serving underserved communities to create thriving environments. Park Community envisions a world where hope, opportunity and belonging unite us all. Park Community Credit Union is an Equal Opportunity Employer/VETERANS/DISABLED