Service Specialist jobs at Mid Minnesota Federal Credit Union - 195 jobs

CORTRUST BANK The mission of this bank is to profitably deliver high quality customer service that meets the financial needs of our community, its businesses, and its citizens. No line of financial services is beyond our charter. CorTrust Bank is seeking part-time Customer Service Representative in our Woodbury community! It's more than just a job! When you join one of the region's leading community banks, you can expect a family atmosphere committed to building outstanding teams. We believe in the overall well-being of our employees and work hard to provide the best opportunities for growth. We're proud to offer a competitive compensation package that includes paid time off, service awards, and community service opportunities. Summary: The Customer Service Representative directly supports our customers and front-line operations by engaging with customers, processing teller transactions, and performing administrative duties. This position will be ideal for college or high school students, or anyone looking to work less than 20 hours per week. Key areas of responsibility: Customer service: Communicate professionally and courteously with internal and external clients and adhere to phone etiquette policies. Respond to general inquiries and utilize knowledge of bank areas to properly direct calls and inquiries. Ask questions to recognize client needs, recommend products and services, and make referrals to our business partners when possible. Teller transactions & cash handling: Accurately complete general teller transactions such as cash and check deposits, check cashing, credit payments, withdrawals, and more. Demonstrate accurate cash handling and reporting, including balancing drawers and ATMs, filing Currency Transaction Reports (CTRs), and monitoring cash levels. Administrative & compliance: Adhere to all CorTrust policies and handbooks, complete required security and regulatory training, and maintain customer privacy and confidentiality. Process reports, run proof work, and complete general ledger maintenance and reconciliation. Other duties as assigned. Key competencies: The ideal candidate for Customer Service Representative possesses a combination of education and experience to be able to perform the primary duties of this position with little supervision, managing multiple projects simultaneously. They adapt easily to system, process, product, and service changes, and are able to reason, problem solve and think critically. They must demonstrate a high level of integrity, personal diplomacy, and respect. Knowledge of Federal banking regulations and industry workflow is a plus but isn't required. Must be able and willing to abide by all Bank policies, procedures, and Federal banking regulations. CorTrust is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

This person will support one Financial Advisor (Registered Representatives) with running their day-to-day Investment practice while enhancing the customer service level and experience. This person works directly with the Registered Representative(s) to prepare and process client paperwork, perform client financial transactions, maintain client relationships, schedule appointments, and communicate with clients and financial companies. This role can also be the first step of the career pathing program to future opportunities that require industry experience and licenses (Insurance, FINRA Series 7, & 66 or 63/65 combo). The office is located in Minnetonka and the expectation is they go into the office every day. What You Will Do: Act as a liaison between the registered representatives and their clients. Answer phones, schedule appointments, and prepare materials for client meetings. Aid registered representatives in preparing client illustrations, graphs, charts, reports, etc. for registered representative presentations and appointment with clients. Prepare and complete client paperwork and follow up tasks to support registered representative. Spend time with clients on the phone, via virtual visits and in person to ensure client service level needs are met. Organize client events and follow up tasks. Maintain client records and retention management within corporate requirements. Conduct proactive outreach to clients and registered representatives on time sensitive activities (e.g., RMDs, Client's Quarterly/Annual Reviews). Assume ownership of inquiries and requests; communicate with internal Cetera departments to ensure clients' expectations for timely service delivery are met. Educate clients on account services, capabilities, and new technology. Complete required corporate training on new technologies and follow implementation guidelines. Maintain compliance guidelines, client communication notes in AdviceWorks/SmartWorks and Redtail while following Cetera standards in a timely manner. Work with Advisor(s) through weekly meetings to help maintain Advisors Business Plan process, tasks, marketing, and client communication expectations and follow up processes. What You Will Have: High School Diploma or GED Experience in an administrative or customer service role Strong time management skills Excellent written and verbal communication skills Proficient in Microsoft Office tools (Word, Excel & PowerPoint) and ability to learn new programs What is Nice to Have: Previous experience in assisting Registered Representatives/Financial Advisors Financial services and/or banking background Bachelor's degree in Finance, Business, Marketing, or Communications Attention to detail, excellent organization skills, ability to multi-task and produce timely results in a fast-paced work environment Able to manage own workflow and priorities, and can accommodate unexpected requests or needs from Advisors Compensation: This is a non-exempt hourly role that ranges from $25-$31/ hr., plus competitive performance-based compensation package. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. #LI-Onsite About Us What we give you in return: Not many teams can say that they support people's dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

The senior level client workflow specialist leads the design, training and implementation of data management workflows with client environments utilizing the TRIPS application. This role is highly client facing and requires a strong blend of technical acumen, business process understanding and interpersonal communication skills. This role will work closely with clients and internal teams to translate business requirements into scalable, efficient, and compliant data workflows. It will be responsible for new hire training and lead consultative initiatives with our clients. Job Functions + Collaborate with clients and internal departments to gather and analyze business requirements related to data management and operational workflows. + Design and document end-to-end data workflows tailored to client-specific environments, ensuring alignment with business goals and business standards. + Lead the implementation of workflow solutions, including configuration, testing, and deployment within client systems. + Deliver hands-on training and support to our client teams and internal resources to ensure successful adoption and long-term sustainability of implemented workflows as well as team expansion. + Evaluate, optimize and advise on existing workflows for performance, scalability, and user experience. + Serve as a liaison between client stakeholders, internal engineering teams, and product managers to ensure seamless delivery and feedback integration. + Maintain detailed documentation of workflow designs, implementation plans, and training materials. Create training plans and lead training initiatives internal at Deluxe. Basic Qualifications: + Education and Experience: Bachelor's Degree and 3 years, or HS/GED and 7 years + Must be 18 years of age or older Preferred Qualifications: + 5+ years of experience as Business Analyst, Process Engineer, Software Implementation, Project Management + Knowledge of data lifecycle management, data governance, and workflow automation tools. + Strong verbal and written communication skills and experience in client facing roles. + Proficiency in tools such as SQL, Visio or other Workflow platforms + Familiarity with cloud platforms and data integration tools + Certification in Lean Six Sigma or a similar process improvement methodology is preferred. Compensation The compensation range for this position is $75,000.00 - $85,000.00 annually. This position will be eligible for commission or an annual performance incentive plan. The base pay actually offered will vary depending on job-related knowledge, skills, location, experience and take into account internal equity. Benefits In line with our commitment to employee wellbeing, our total rewards benefits package is designed to support the physical, financial, and emotional health of our employees, tailored to meet their unique and evolving needs. Our approach considers our employees' whole selves, ensuring they can thrive both in and outside of work. Here are some of the benefits we offer, which may vary based on role, location, or hours worked: + Healthcare (Medical, Dental, Vision) + Paid Time Off, Volunteer Time Off, and Holidays + Employer-Matched Retirement Plan + Employee Stock Purchase Plan + Short-Term and Long-Term Disability + Infertility Treatment, Adoption and Surrogacy Assistance + Tuition Reimbursement These benefits are designed to enhance the health, protect the financial security, and provide peace of mind to our employees and their families. Deluxe Corporation is an Equal Employment Opportunity employer: All qualified applicants will receive consideration for employment without regard to race, color, creed, religion, disability, sex, age, ethnic or national origin, marital status, sexual orientation, gender identity or presentation, pregnancy, genetics, veteran status or any other status protected by state or federal law. Please view the electronic EEO is the Law Poster (********************************************************************************************** which serves to inform you of your equal employment opportunity protections as part of the application process. Reasonable Accommodation for Job Seekers with a Disability: If you require reasonable accommodation in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please direct your inquiries to ************************ .

About the Role: As a Client Specialist at Baird, you'll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You'll be at the heart of the client experience-coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird's Private Wealth Management business, where true wealth management means understanding each client's unique vision and tailoring solutions to help them succeed. Check out this video to learn more about the day in the life of our Client Assistants and Client Specialists! The Impact You'll Make: * Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan. * Gain knowledge of and leverage partnership with Baird's Corporate Resource Groups to provide the best wealth management solutions to clients. * Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken. * May schedule client appointments and/or conference room for appointments. * Assemble/generate materials including paperwork and reports for client meetings. * Understand and ensure business adherence with firm and financial industry regulatory policies. * May manage FA and Team's social media presence (website, LinkedIn, X, etc.). * Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models. * May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact. * Seek ways to enhance FA(s) business effectiveness and marketability. * Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed. * May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors' instructions or upon client's verbal direction. * May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary. * Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors' business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days' activities. What You'll Bring to Baird: * 2+ years of prior industry and/or administrative work experience. * Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant. * Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird's Private Wealth Management technology platforms. * Excellent verbal and written communication skills; ability to adeptly exchange ideas and information. * Detail oriented with an emphasis on accuracy. * Strong organizational skills -- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner. * Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations. * Good analytical and critical problem-solving skills. * Bachelor's degree preferred, not required. #LI-PWM3 Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, pregnancy, citizenship, national origin, age, disability, military service, veteran status, sexual orientation, gender identity or expression, genetic information, or any other status protected by law.

What is the opportunity? This role will provide temporary backup support for primary supervisory positions (e.g., Complex Assistant Manager, Complex Operations Manager, Sr. Branch Service Manager, etc.) during their extended leave absences (e.g., 4-6 months). As a contingency resource, you will maintain operational continuity by executing predefined duties as outlined below and under the guidance of existing complex leadership. This national hybrid position requires flexibility to deploy virtually or on-site across multiple locations, ensuring adherence to established policies and procedures during coverage periods. What will you do? Maintain day-to-day operations by executing routine tasks (e.g., workflow approvals, compliance documentation, invoice processing, etc.) in alignment with existing protocols. Facilitate compliance activities (e.g., inspections, AML monitoring, record retention) by implementing predefined checklists and reporting findings to oversight teams. Follow prescribed procedures for FA onboarding, licensing tracking, and technology adoption (e.g., Wealth Plan, CAL) without modifying core processes. Coordinate logistics for compliance reviews, training sessions, and branch visits using approved templates and schedules. Process financial/administrative tasks (e.g., expense approvals, report reviews) within delegated authority limits. Act as a liaison between complex/branch staff and internal teams (e.g., BSG, Legal) to relay information and requests. Communicate policy updates to staff using pre-approved messaging, materials, and scheduled meetings. Support FA inquiries on operational matters (e.g., client paperwork, system access) via established help channels. Monitor adherence to compliance requirements (e.g., meeting documentation, surveillance mandates) and flag deviations to supervisory teams and field leadership. Assist with annual compliance inspections by gathering documentation and coordinating logistics under leadership direction. Handle all confidential and sensitive information in strict adherence to RBC's Code of Conduct and established protocols. Ensure adherence of all complex record-retention requirements Ensure ongoing compliance with regulatory requirements by maintaining the required supervisory log, including documenting supervision duties as required by each specific role. Visit all branches in the complex per policy guidelines documenting as directed by RBC's policies and procedures. Support CSC staff training by delivering foundational system and procedure training as required by their role. Facilitate role-specific training for complex and branch management level staff on procedures, system navigation, and operational workflows when directed. Coordinate field training for complex/branch personnel as needed when in assignment with assigned Technology Application Trainers. Reinforce adherence to RBC's training standards during backup assignments, ensuring consistency with learning objectives and policies. What do you need to succeed? Must-have Minimum of 5 years of industry experience Minimum of 3 years of management/supervisory experience Working knowledge of branch/complex operations, compliance protocols, and RBC systems Advanced understanding of the financial services and wealth management Comprehensive and in-depth knowledge of investment products and strategies and their suitability for clients based on investment objectives and financial status Comprehensive understanding of the operations of a branch/complex office In-depth understanding of the firm, regulatory and industry compliance policies and procedures Bachelor's degree or equivalent work experience Ability and willingness to travel up to 40% and work flexible hours across all time zones. Series 7, 8 (or 9/10) and 63, 65 (or 66) and other licenses as required (e.g., Insurance, 3) Nice-to-have Experience in backup or contingency roles requiring rapid process adoption. Familiarity with financial advisor and client associate support functions (e.g., onboarding, licensing). What's in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and lasting impact Work in a dynamic, collaborative, progressive, and high-performing team Flexible work/life balance options Opportunities to do challenging work Opportunities to take on progressively greater accountabilities Access to a variety of job opportunities across business The good-faith expected salary range for the above position is $85,000 - $150,000, depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance; and paid time-off plan. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC's high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Business Oriented, Communication, Human Capital Strategies, Human Resources Operations, Knowledge Organization, Organizational Change Management, Performance Management (PM), Project Administration, Workforce Analytics Additional Job Details Address: 250 NICOLLET MALL:MINNEAPOLIS City: Minneapolis Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2025-12-17 Application Deadline: Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com. RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank Careers with a purpose Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays Competitive Compensation & Incentive Hybrid work model: flexible arrangements for most positions Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance Robust associate training and development with CoBank University Tuition reimbursement for higher education up to $10k per year Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution Associate Resource Groups: creating a culture of respect and inclusion Recognize a fellow associate through our GEM awards Job Description Performs end to end deal management activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking. Works in a team environment and collaborates with Relationship Services Specialists (RSS), asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Leasing Delivery Services (LDS) leadership and other internal departments. Essential Functions Coordinates with leasing customers and partners to collect credit conditions required to prepare lease documents. Validates conditions meet requirements. Prepares and sends lease contract documents to leasing customers and partners in accordance with FCL policy and procedure, ensures completeness and accuracy over lease agreements Completes booking activities to meet internal, partner and customer commitments. Performs booking functions to active lease contracts in the lease accounting system. Performs validation steps over contract documents and system attributes to ensure the completeness and accuracy of manually keyed attributes to the lease accounting system. Completes funding activities for assigned accounts to meet internal, partner and customer commitments. Performs appropriate due diligence according to FCL policies and prepares vendor payment requests within authority limits. Obtains additional approval from leadership for payment requests outside of authority. Performs maintenance activities in support of contract modifications, corrections and end of lease decisions over the life of the lease. Completes UCC filings within regulatory guidelines and takes appropriate steps to manage recordable legal documents with title companies, state and local jurisdictions. Backs up other team members. Performs closing activities for other teams in support of work load leveling. Performs quality assurance functions. Works with team to ensure that high quality standards are achieved. Communicates status to team and leadership. Keeps supervisor informed of workload and escalates issues in a timely manner. Actively engages with team contributing to fulfillment of overall partner and customer origination commitments and issue resolution. Participates in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service. Works closely with Relationship Managers, Account Managers, customers and lease partners to provide superior customer service. Periodically reviews and updates procedures to align with business practices. Actively identifies continuous improvement opportunities and partners with management to implement process and system enhancements. Cross-trains in order to assist and back-up other associates. Education High school diploma or GED required Work Experience 2 years of experience, preferably in the leasing industry. required Associate's or bachelor's degree in finance, business administration or relevant discipline preferred. Basic knowledge of the Farm Credit System preferred. Basic knowledge of the leasing industry, leasing documentation, tax and closing requirements Working knowledge of office software applications, Tvalue, CRM, and Rapport Ability to accommodate varying work and scheduling requirements in order to meet deadlines Ability to solve problems, and identify when to escalate issues. Ability to interact with and engage others appropriately at all levels in the organization. Demonstrated skills in Microsoft Office applications (Outlook, Word and Excel) Ability to work independently as well as collaboratively in a team environment. Strong organizational and time management skills. Excellent detail and customer service orientation. Strong verbal and written communication and interpersonal skills. Physical Exertion Details Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Travel Requirement Details Occasional Travel occurs infrequently (typically, once a month or less). About CoBank The typical base pay range for this role is between $53,500 - $61,200. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. We can recommend jobs specifically for you! Click here to get started.

A career at CoBank can offer you the opportunity to make a personal impact on the people and communities where we do business. In order to be the best, we hire the best! Benefits Offered by CoBank * Careers with a purpose * Time-Off Packages, 15 days of vacation, 10 paid sick days and 11 paid holidays * Competitive Compensation & Incentive * Hybrid work model: flexible arrangements for most positions * Benefits Packages, including Medical, Dental and Vision coverage, Disability, AD&D, and Life Insurance * Robust associate training and development with CoBank University * Tuition reimbursement for higher education up to $10k per year * Outstanding 401k: up to 6% matching and additional 3% non-elective contribution & Student Loan Match * Community Impact: United Way Angel Day, Volunteer Day and Associate Directed Contribution * Associate Resource Groups: creating a culture of respect and inclusion * Recognize a fellow associate through our GEM awards Job Description Performs end to end deal management activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking. Works in a team environment and collaborates with Relationship Services Specialists (RSS), asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Leasing Delivery Services (LDS) leadership and other internal departments. Essential Functions * Coordinates with leasing customers and partners to collect credit conditions required to prepare lease documents. Validates conditions meet requirements. * Prepares and sends lease contract documents to leasing customers and partners in accordance with FCL policy and procedure, ensures completeness and accuracy over lease agreements * Completes booking activities to meet internal, partner and customer commitments. Performs booking functions to active lease contracts in the lease accounting system. Performs validation steps over contract documents and system attributes to ensure the completeness and accuracy of manually keyed attributes to the lease accounting system. * Completes funding activities for assigned accounts to meet internal, partner and customer commitments. Performs appropriate due diligence according to FCL policies and prepares vendor payment requests within authority limits. Obtains additional approval from leadership for payment requests outside of authority. * Performs maintenance activities in support of contract modifications, corrections and end of lease decisions over the life of the lease. * Completes UCC filings within regulatory guidelines and takes appropriate steps to manage recordable legal documents with title companies, state and local jurisdictions. * Backs up other team members. Performs closing activities for other teams in support of work load leveling. * Performs quality assurance functions. Works with team to ensure that high quality standards are achieved. * Communicates status to team and leadership. Keeps supervisor informed of workload and escalates issues in a timely manner. * Actively engages with team contributing to fulfillment of overall partner and customer origination commitments and issue resolution. * Participates in relationship status calls and participates in on-site visits to assigned accounts to build relationships and improve service. * Works closely with Relationship Managers, Account Managers, customers and lease partners to provide superior customer service. * Periodically reviews and updates procedures to align with business practices. * Actively identifies continuous improvement opportunities and partners with management to implement process and system enhancements. * Cross-trains in order to assist and back-up other associates. Education * High school diploma or GED required Work Experience * 2 years of experience, preferably in the leasing industry. required * Associate's or bachelor's degree in finance, business administration or relevant discipline preferred. * Basic knowledge of the Farm Credit System preferred. * Basic knowledge of the leasing industry, leasing documentation, tax and closing requirements * Working knowledge of office software applications, Tvalue, CRM, and Rapport * Ability to accommodate varying work and scheduling requirements in order to meet deadlines * Ability to solve problems, and identify when to escalate issues. * Ability to interact with and engage others appropriately at all levels in the organization. * Demonstrated skills in Microsoft Office applications (Outlook, Word and Excel) * Ability to work independently as well as collaboratively in a team environment. * Strong organizational and time management skills. * Excellent detail and customer service orientation. * Strong verbal and written communication and interpersonal skills. Physical Exertion Details Sedentary Exerting up to 10 pounds of force occasionally (Occasionally: activity or condition exists up to 1/3 of the time) and/or a negligible amount of force frequently (Frequently: activity or condition exists from 1/3 to 2/3 of the time) to lift, carry, push, pull, or otherwise move objects, including the human body. Sedentary work involves sitting most of the time, but may involve walking or standing for brief periods of time. Jobs are sedentary if walking and standing are required only occasionally and all other sedentary criteria are met. Travel Requirement Details Occasional Travel occurs infrequently (typically, once a month or less). About CoBank The typical base pay range for this role is between $53,500 - $61,200. Compensation may vary based on individual job-related knowledge, skills, expertise, and experience. This position is eligible for a discretionary annual incentive program driven by organization and individual performance. The listed salary, other compensation and benefits information is accurate as of the date of this posting. This job will be posted for a minimum of five (5) business days or until the position is filled. CoBank reserves the right to adjust compensation for all positions and to modify or discontinue benefits programs at any time in its sole discretion, subject to applicable law. CoBank is a cooperative bank serving vital industries across rural America. The bank provides loans, leases, export financing and other financial services to agribusinesses and rural power, water and communications providers in all 50 states. The bank also provides wholesale loans and other financial services to affiliated Farm Credit associations serving more than 76,000 farmers, ranchers and other rural borrowers in 23 states around the country. CoBank is a member of the Farm Credit System, a nationwide network of banks and retail lending associations chartered to support the borrowing needs of U.S. agriculture, rural infrastructure and rural communities. Headquartered outside Denver, Colorado, CoBank serves customers from regional banking centers across the U.S. and also maintains an international representative office in Singapore. REASONABLE ACCOMMODATION We are committed to ensuring that our online application process provides an equal employment opportunity to all applicants, including qualified individuals with disabilities. If you are an applicant with a disability, or are assisting an applicant with a disability, and require accessibility assistance or would like to request a reasonable accommodation for any aspect of the application process, including completing an application, interviewing, or otherwise participating in the employee selection process, please submit a request by emailing *********************. Include your contact information and specific details about your requested accommodation. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time. CoBank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran. Responsibilities Performs end to end deal management activities for lease transactions. Responsible for task prioritization, quality assurance, documentation, funding and booking. Works in a team environment and collaborates with Relationship Services Specialists (RSS), asset management, credit, accounts payable and tax to ensure that lease origination commitments are fulfilled. Provides periodic status to Leasing Delivery Services (LDS) leadership and other internal departments.

With a company culture rooted in collaboration, expertise and innovation, we aim to promote progress and inspire our clients, employees, investors and communities to achieve their greatest potential. Our work is the catalyst that helps others achieve their goals. In short, We Enable Possibility℠. Position Summary: As an Underwriting Service Specialist, your role is to ensure account service delivery meets and exceeds our customer's expectations. The Underwriting Services Specialist utilizes customer service skills, established processes, and various software applications to ensure Service Level Agreements (SLA's) are met. Under some supervision, the Underwriting Service Specialist works cross-functionally and is responsible for analyzing key pieces of information, determining the appropriate course of action and handling issues. This position collaborates with underwriters, corporate resources, and global teams to ensure we meet both internal and external commitments. Responsibilities and Accountabilities: * Policy & endorsement issuance * File documentation and set-up * Review account information for data entry into appropriate systems * Order, prepare and/or update reports * Processing of various underwriting transactions and requests * Correspond with brokers for information at Underwriter's request * Booking/Invoicing * Coordinate services with other services units, as needed Required Skills and Abilities: * Analytical and problem solving ability * Detail-oriented * Customer-focused * Collaborative and team-oriented * Strong communication and organizational skills Education and Experience: * Bachelor's Degree preferred * 1+ Year experience in same or related field preferred #LI-Remote #LI-AM3 For individuals assigned or hired to work in the location(s) indicated below, the base salary range is provided. Range is as of the time of posting. Position is incentive eligible. $55,300 - $71,910/year * Total individual compensation (base salary, short & long-term incentives) offered will take into account a number of factors including but not limited to geographic location, scope & responsibilities of the role, qualifications, talent availability & specialization as well as business needs. The above pay range may be modified in the future. * Arch is committed to helping employees succeed through our comprehensive benefits package that includes multiple medical plans plus dental, vision and prescription drug coverage; a competitive 401k with generous matching; PTO beginning at 20 days per year; up to 12 paid company holidays per year plus 2 paid days of Volunteer Time Offer; basic Life and AD&D Insurance as well as Short and Long-Term Disability; Paid Parental Leave of up to 10 weeks; Student Loan Assistance and Tuition Reimbursement, Backup Child and Elder Care; and more. Click here to learn more on available benefits. Do you like solving complex business problems, working with talented colleagues and have an innovative mindset? Arch may be a great fit for you. If this job isn't the right fit but you're interested in working for Arch, create a job alert! Simply create an account and opt in to receive emails when we have job openings that meet your criteria. Join our talent community to share your preferences directly with Arch's Talent Acquisition team. For Colorado Applicants - The deadline to submit your application is: January 12, 2026 14400 Arch Insurance Group Inc.

Credit Officer Trainee COMPENSATION: Grade 10-11 (base salary range $60,000-$72,000) Depending on education and experience, plus additional performance based variable incentive compensation up to 10%. Comprehensive benefits package also provided. RESPONSIBILITY: Prepares financial analysis, credit memos and loan monitoring of credits across the Association. In consultation with account managers, develops realistic loan structures, monitors loan performance; validates and reconciles financial information utilized in the credit decision process and completes industry specific research to validate key financial metrics. Ensures reporting of financial analysis and loan classifications are accurate. Performs other duties as assigned. QUALIFICATIONS: * BA/BS degree with emphasis in accounting, agriculture, or business required. * Entry level candidates will be considered. However, a minimum of at least one (1) year of agricultural credit, accounting or related agricultural financial reporting experience is preferred. * Understanding of financial accounting and financial statements, including complex consolidations, tax return analysis, borrowing base reports, global cash flow and reconciliations. * Working knowledge and understanding of Farm Credit regulations preferred. * Strong knowledge of agriculture, accounting, business law and economics. * Applicant must have ability to interact effectively with people at all levels of the organization and to convey ideas clearly. Skills in planning and organization. Must be self-motivated with a good work ethic. Ability to exercise initiative and judgment. * Demonstrated computer proficiency and familiarity with spreadsheet applications. GENERAL DATA: For over 100 years, the Association has been providing agricultural lending services to commercial and mortgage borrowers in Utah and portions of Wyoming, Nevada and Arizona. FINAL FILING DATE: Applications will be accepted until the position is filled. If you have any questions or need additional information please call **************. Date: January 6, 2026 We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. EEO/AA Employer M/F/V/D

Job Description Deerwood Bank is a growing, privately-owned, community bank with 14 locations in Minnesota and is hiring a Residential Real Estate Loan Processor and Disclosure Specialist to work in its Waite Park or Deerwood, MN branch. This position is responsible for timely and independent processing of real estate loan files; preparing and delivering required disclosures accurately, timely, and within compliance of all applicable laws and regulations for all Mortgage and Home Equity loan products; and precise data entry of customer information. This position will have daily collaborations with Loan Officers, Underwriters, Loan Funders and Servicing Team. This position demands extreme attention to detail with outstanding quality, excellent customer service, and adherence to all bank policies and procedures. Functions, Duties and Responsibilities: Review and process loan documents, including FNMA (Fannie Mae) guidelines, contracts and disclosures to ensure accuracy and compliance with TILA regulations Handle loan origination tasks such as inputting data into mortgage systems, verifying borrower information and preparing necessary documentation for underwriting Collaborate with underwriters and loan officers to facilitate smooth processing workflows Monitor the timing of the delivery of disclosures to ensure they are delivered within appropriate timeframes based on the method of delivery for all types of mortgage lending products based on the regulatory timing requirements and customer expectations Ensure disclosures are compliant and accurate Monitor rate lock and closing dates Generate and distribute up front disclosure packages to applicants for signatures via regular mail, overnight delivery, email, or e-sign per the direction of the licensed loan originator Ensure that the fees entered are appropriate for the program type and geographic area of the loan Validate the compliance of change in circumstance scenarios and re-disclosures as well as review the calculated fees for each change in circumstance scenario Generate and distribute preliminary Closing Disclosure to applicants for signatures as well as producing the closing documents Upload Closing Disclosures for all secondary market loans to the Fannie Mae and Freddie Mac Loan Delivery System for the Uniform Closing Dataset (UCD) program Ensure all transactions comply with federal regulations such as TILA and applicable banking standards while maintaining meticulous records for audit purposes Adhere to HMDA regulations Must stay current on all applicable product guidelines, processes, government regulations, and industry compliance best practices Must build and maintain positive relationships with all customers, potential customers, co-workers, and investors Meet crucial deadlines requested Willingly perform all other duties and projects as assigned as well as providing back up to other positions within the Mortgage Department Regulatory Compliance Requirements: Incumbent will be responsible for meeting the requirements for all statutes/regulations pertaining to or governing his/her position. These include TRID, HMDA, ECOA, Fair Housing and Fair Lending, among others. Knowledge, Skills and Abilities: 2+ years of mortgage experience in a high-volume fast-paced environment required Provide excellent customer service and work in a team environment Ability to prioritize and make ‘on-the-spot' decisions that impact the customer, weighing customer satisfaction with exposure to loss or fraud In-depth knowledge of mortgage process Effectively operate all office equipment required to support this position, which includes computer, fax, scanner/copier, printer, phone system Proficient with Microsoft applications (i.e., Word, Excel, SharePoint, PowerPoint, Outlook, etc.) Strong interpersonal skills, attention to detail and positive attitude Excellent oral and written communication skills. Display independent judgement. Demonstrate excellent organization, prioritize workflow, adaptability, and flexibility Ability to work in a fast-paced environment and be a quick thinker and learner while maintaining a high degree of accuracy Strong organizational skills with attention to detail to ensure error-free transactions handling. Work Schedule: Monday - Friday 8:00am - 5:00pm, with some flexibility on start or stop times. Hiring Pay Rate: $25.00 - $31.00 per hour, depending on qualifications. Benefits are available to employees working 30 or more hours per week on the first of the month following date of hire. Medical insurance, including virtual telemedicine and mental health counseling Health Savings Account Flexible Spending Account (health, limited purpose health, and dependent care) Dental insurance Vision insurance Life insurance (basic and voluntary) Short-term disability insurance Long-term disability insurance Long-term care insurance Adoption Assistance Program Employee Assistance Program PTO Paid Volunteer Time Off Paid holidays 401(k) with company match (eligible on the first of the month following 2 months of employment) Financial wellness education Free or reduced fees for banking products and services Employee Referral Bonus

The Product and Strategic Operations Specialist is the organization's primary resource for all technical information related to Product and assigned strategic operations involving AI and systems integrations. Taking the lead in development of new and emerging products and services for CTC's members and partners. The position is responsible for researching and testing new products while maintaining existing products and their evolution in support of the organization's product goals. The position aids in the development of AI tools and improved systems utilization within the company. Must be able to clearly articulate technical issues with non-technical peers. This position will create and deliver product and AI training for CTC's members and employees and requires a motivated individual who can excel in a collaborative, cross-functional team environment. Reports To: Director of Strategic Operations and AI Innovation FLSA Status: Exempt Requirements *In addition to the above, this position will perform other work-related duties as assigned. These tasks do not meet the Americans with Disabilities Act definition of essential job functions and are usually less than 5% of time spent. However, these tasks still constitute important performance aspects of the job. CTC MISSION: To empower our members, employees, and communities through exceptional service and life changing technology solutions for a sustainable future. CTC VISION: Through technology leadership, smart growth, and community engagement, our cooperative will demonstrate extraordinary focus to positively transform those we serve. Supervision Received: Works under the direction of several departmental managers with direct reporting structure to the Director of Strategic Operations & AI Innovation and/or the Chief Strategy Officer. Supervision Exercised: None Knowledge, Skills, and Abilities: Well-developed written and verbal communication skills. Detail Oriented. Natural ability to ensure products and services function as intended. Proficient with a diverse set of Microsoft tools including O365, SharePoint and Power Automate. Familiarity with large language models. Recognizes the importance of AI governance. Experience with at least one coding language (Python, SQL, JavaScript). Strong collaborative skills ensuring feedback and input from all departments. Exemplary skills in prioritizing, organizing, and completing multiple work assignments. The ability to be well organized and work with frequent interruptions. Knowledge of company policies and procedures, products, and services. Skill in identifying problems and resolutions. Ability to maintain efficient workflow and to work independently. Ability to establish and maintain effective working relationships with other employees, vendors, and business partners. Ability to communicate with customers, co-workers, and various business contacts in a professional and courteous manner. Ability to function as a team player. Education and Experience: Two- or four-year degree in a relevant field with at least two (2) years of applicable experience, or four (4) years of relevant work experience in lieu of a degree. Background in project management, technical training, product development, and/or telecommunications preferred. Must demonstrate a commitment to continuous learning and the ability to obtain required training, certifications, or licenses. Physical Requirements: 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 frequently required to see; hear; talk; grasp; feel and finger equipment to completed assigned job tasks. This position requires prolonged periods sitting at a desk and working on a computer. The employee is regularly required to be able to stand; walk; lift; climb; stoop; kneel; pull; and push. The employee occasionally must be able to lift up to 25 pounds. Travel: Frequent travel may be required for the purpose of meetings and trainings. Overnight travel may be required if traveling outside of CTC's existing service area. Supportive Relationships: Internal - All employees should work together toward a common goal of continued progress of the company. The employees shall attempt to maintain pleasant working relationships with those in their own and other departments. External - Employees shall remember that quality service is the only reason that the company is in existence. To the individual member, that employee is CTC. Work Environment: While performing the essential duties of this job, the employee is regularly exposed to moderate noise (i.e., business office with computers, phone, printers, light traffic); ability to work in a confined area (i.e., office, cubicle); and ability to sit at a computer terminal for an extended period of time. This factor measures the surroundings and physical conditions under which a job must be done and the extent to which those conditions make the job disagreeable. Consider the presence and relative amount of exposure to dust, dirt, heat, fumes, contaminants, cold, noise, vibration, wetness, etc. Good working conditions with the absence of disagreeable conditions. Note: The statements herein are intended to describe the general nature and level of work being performed by employees and are not to be construed as an exhaustive list of responsibilities, duties and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer. Key Responsibilities Product 45% Lead the technical evaluation and testing of potential products, upgrades, and services. Evaluate, analyze, report, and recommend the hardware, software, licensing and/or other components needed to successfully launch new products or evolve current projects. Create and maintain vendor and channel partner relationships for technical expertise and/or product enhancements. Collaborate and provide input on product pricing. Participate in product meetings as the technical expert or engage a specific technical resource as necessary. Be accountable to established timelines related to the project management of product operations. Collaborate with cross-functional teams across the organization (e.g., sales, marketing, and member-facing groups) to ensure products consistently meet members' needs and expectations. Recommend process improvements to product delivery, customer experience, or overall efficiencies related to CTC's product offerings Create and deliver product training and/or training materials for members and staff. Maintain updated technical internal product documentation for CTC staff in SharePoint. Manage video product content and channel lineups, coordinate feature upgrades and content changes with platform vendors and partners. Ensure timely communication of updates to internal teams and members. AI and Strategic Operations Support 45% Create technical content for user guides, and/or employee documentation and resources. Support AI-enabled product operations and system integrations in partnership with the Director of Strategic Operations & AI Innovation. Evaluate and test AI and automation tools, acting as a “super user” and providing day-to-day support and troubleshooting. Translate business and member needs into requirements for AI, data, and automation solutions, supporting data quality and coordination with technical teams. Create and maintain AI and product-related documentation and develop training and how-to resources for staff and members. Run standard reports on AI and system performance, summarize key findings for the Director, and follow AI governance guidelines, escalating risks as needed. Partnership Responsibilities 5% Provide technical knowledge and assistance regarding products, services and other initiatives as directed to CTC's partner organizations. Other Responsibilities 5% Maintain effective and proactive communication with all departments. Attend trade shows, conferences, and/or events related to existing or potential new product ideas or enhancements. Maintains a professional appearance that aligns with CTC's brand and industry standards. Other projects and responsibilities assigned by senior management.*

Job Description Deerwood Bank is a growing, privately-owned, community bank with 14 locations in Minnesota and is hiring a Residential Real Estate Loan Processor and Disclosure Specialist to work in its Waite Park or Deerwood, MN branch. This position is responsible for timely and independent processing of real estate loan files; preparing and delivering required disclosures accurately, timely, and within compliance of all applicable laws and regulations for all Mortgage and Home Equity loan products; and precise data entry of customer information. This position will have daily collaborations with Loan Officers, Underwriters, Loan Funders and Servicing Team. This position demands extreme attention to detail with outstanding quality, excellent customer service, and adherence to all bank policies and procedures. Functions, Duties and Responsibilities: Review and process loan documents, including FNMA (Fannie Mae) guidelines, contracts and disclosures to ensure accuracy and compliance with TILA regulations Handle loan origination tasks such as inputting data into mortgage systems, verifying borrower information and preparing necessary documentation for underwriting Collaborate with underwriters and loan officers to facilitate smooth processing workflows Monitor the timing of the delivery of disclosures to ensure they are delivered within appropriate timeframes based on the method of delivery for all types of mortgage lending products based on the regulatory timing requirements and customer expectations Ensure disclosures are compliant and accurate Monitor rate lock and closing dates Generate and distribute up front disclosure packages to applicants for signatures via regular mail, overnight delivery, email, or e-sign per the direction of the licensed loan originator Ensure that the fees entered are appropriate for the program type and geographic area of the loan Validate the compliance of change in circumstance scenarios and re-disclosures as well as review the calculated fees for each change in circumstance scenario Generate and distribute preliminary Closing Disclosure to applicants for signatures as well as producing the closing documents Upload Closing Disclosures for all secondary market loans to the Fannie Mae and Freddie Mac Loan Delivery System for the Uniform Closing Dataset (UCD) program Ensure all transactions comply with federal regulations such as TILA and applicable banking standards while maintaining meticulous records for audit purposes Adhere to HMDA regulations Must stay current on all applicable product guidelines, processes, government regulations, and industry compliance best practices Must build and maintain positive relationships with all customers, potential customers, co-workers, and investors Meet crucial deadlines requested Willingly perform all other duties and projects as assigned as well as providing back up to other positions within the Mortgage Department Regulatory Compliance Requirements: Incumbent will be responsible for meeting the requirements for all statutes/regulations pertaining to or governing his/her position. These include TRID, HMDA, ECOA, Fair Housing and Fair Lending, among others. Knowledge, Skills and Abilities: 2+ years of mortgage experience in a high-volume fast-paced environment required Provide excellent customer service and work in a team environment Ability to prioritize and make ‘on-the-spot' decisions that impact the customer, weighing customer satisfaction with exposure to loss or fraud In-depth knowledge of mortgage process Effectively operate all office equipment required to support this position, which includes computer, fax, scanner/copier, printer, phone system Proficient with Microsoft applications (i.e., Word, Excel, SharePoint, PowerPoint, Outlook, etc.) Strong interpersonal skills, attention to detail and positive attitude Excellent oral and written communication skills. Display independent judgement. Demonstrate excellent organization, prioritize workflow, adaptability, and flexibility Ability to work in a fast-paced environment and be a quick thinker and learner while maintaining a high degree of accuracy Strong organizational skills with attention to detail to ensure error-free transactions handling. Work Schedule: Monday - Friday 8:00am - 5:00pm, with some flexibility on start or stop times. Hiring Pay Rate: $25.00 - $31.00 per hour, depending on qualifications. Benefits are available to employees working 30 or more hours per week on the first of the month following date of hire. Medical insurance, including virtual telemedicine and mental health counseling Health Savings Account Flexible Spending Account (health, limited purpose health, and dependent care) Dental insurance Vision insurance Life insurance (basic and voluntary) Short-term disability insurance Long-term disability insurance Long-term care insurance Adoption Assistance Program Employee Assistance Program PTO Paid Volunteer Time Off Paid holidays 401(k) with company match (eligible on the first of the month following 2 months of employment) Financial wellness education Free or reduced fees for banking products and services Employee Referral Bonus

Full-time Description can be worked out of any Choice location. Purpose (Why does this job exist?) Wire Payment Operations Specialists play a critical role in ensuring the timely and accurate processing of wire transfers for both traditional and BaaS (Banking as a Service) customers. Responsibilities (What will be the day-to-day responsibilities of this position?) Executing Wire Transfers: Facilitating wire transfers timely and accurately while adhering to both regulatory guidelines and internal policies. Verification and Validation: Under dual control, reviewing wire instructions, verifying account details, and ensuring compliance to security protocols. Exception Handling: Investigating and resolving any discrepancies or issues related to wire transactions. Monitoring both the Wire Transfers inbox and the Wire Transfers phone line for wire requests/inquiries from internal and external customers. Collaboration: Coordinating with internal teams, outside financial institutions, BaaS Partners, and customers to facilitate wire transfers and conduct research on past wire transfers as needed. Risk Mitigation: Identifying and mitigating potential risks associated with wire transfers. Assisting with special projects such as reporting, procedure documentation, bank-wide trainings, and vendor collaboration. Requirements Qualifications Preferred: Two years of banking experience. Customer Service: Top notch customer service skills to help exemplify our #PeopleFirst banking approach. Attention to Detail: Precision and accuracy are essential in wire processing. Financial Awareness: Familiarity with banking procedures, AML (Anti-Money Laundering) regulations, and wire transfer protocols. Communication Skills: Effective communication with team members, clients, and external partners. Problem-Solving: Ability to troubleshoot and resolve issues promptly. Time Management: Efficiently managing multiple wire requests within tight deadlines. Culture Alignment Choice is #PeopleFirst, banking second. People don't need just another bank. People need to be supported by a team of trusted partners who will get to know them and their business, understand their challenges, discover their dreams, and recognize the success in bringing people and banking together in our communities. In contributing to our culture, Choice team members are guided by our core values. Embrace change and encourage innovation. Know when to ask for help and know when to offer help. Better the places we live. Work hard. Do the right thing. Have a little fun. Our vision of Diversity at Choice is supported by our #PeopleFirst mission and our core values. Being #PeopleFirst means that Choice is committed to focusing attention and resources towards creating an environment where everyone feels respected and valued and can do their best work. Doing the right thing means encouraging employees to share their experiences and ideas, and to bring their whole authentic selves to work. Together, we can build an inclusive culture that seeks out, supports, and celebrates diverse voices. We can use our diversity to fuel creativity and innovation and bring us closer to our customers and the communities we serve. Be welcome at Choice. We can see you here. Disclosure This job description is intended to describe the general content of, and requirements for, the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or requirements. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities. Some requirements may exclude individuals who pose a significant risk to the health and safety of themselves or other employees. All employment at Choice Financial Group is “at will” employment. This position description does not create an employment contract, implied or otherwise. The base salary for this role is listed below. This pay range is posted to comply with wage transparency laws. The base salary may vary based on skill, ability, knowledge, experience and geographic location. Full time employees are also eligible for a competitive bonus and benefits package. Check out bankwithchoice.com/careers for an outline of current benefit offerings. Salary Description $16.02 - $28.27 / hour

Deerwood Bank is a growing, privately-owned, community bank with 14 locations in Minnesota and is hiring a Residential Real Estate Loan Processor and Disclosure Specialist to work in its Waite Park or Deerwood, MN branch. This position is responsible for timely and independent processing of real estate loan files; preparing and delivering required disclosures accurately, timely, and within compliance of all applicable laws and regulations for all Mortgage and Home Equity loan products; and precise data entry of customer information. This position will have daily collaborations with Loan Officers, Underwriters, Loan Funders and Servicing Team. This position demands extreme attention to detail with outstanding quality, excellent customer service, and adherence to all bank policies and procedures. Functions, Duties and Responsibilities: Review and process loan documents, including FNMA (Fannie Mae) guidelines, contracts and disclosures to ensure accuracy and compliance with TILA regulations Handle loan origination tasks such as inputting data into mortgage systems, verifying borrower information and preparing necessary documentation for underwriting Collaborate with underwriters and loan officers to facilitate smooth processing workflows Monitor the timing of the delivery of disclosures to ensure they are delivered within appropriate timeframes based on the method of delivery for all types of mortgage lending products based on the regulatory timing requirements and customer expectations Ensure disclosures are compliant and accurate Monitor rate lock and closing dates Generate and distribute up front disclosure packages to applicants for signatures via regular mail, overnight delivery, email, or e-sign per the direction of the licensed loan originator Ensure that the fees entered are appropriate for the program type and geographic area of the loan Validate the compliance of change in circumstance scenarios and re-disclosures as well as review the calculated fees for each change in circumstance scenario Generate and distribute preliminary Closing Disclosure to applicants for signatures as well as producing the closing documents Upload Closing Disclosures for all secondary market loans to the Fannie Mae and Freddie Mac Loan Delivery System for the Uniform Closing Dataset (UCD) program Ensure all transactions comply with federal regulations such as TILA and applicable banking standards while maintaining meticulous records for audit purposes Adhere to HMDA regulations Must stay current on all applicable product guidelines, processes, government regulations, and industry compliance best practices Must build and maintain positive relationships with all customers, potential customers, co-workers, and investors Meet crucial deadlines requested Willingly perform all other duties and projects as assigned as well as providing back up to other positions within the Mortgage Department Regulatory Compliance Requirements: Incumbent will be responsible for meeting the requirements for all statutes/regulations pertaining to or governing his/her position. These include TRID, HMDA, ECOA, Fair Housing and Fair Lending, among others. Knowledge, Skills and Abilities: 2+ years of mortgage experience in a high-volume fast-paced environment required Provide excellent customer service and work in a team environment Ability to prioritize and make ‘on-the-spot' decisions that impact the customer, weighing customer satisfaction with exposure to loss or fraud In-depth knowledge of mortgage process Effectively operate all office equipment required to support this position, which includes computer, fax, scanner/copier, printer, phone system Proficient with Microsoft applications (i.e., Word, Excel, SharePoint, PowerPoint, Outlook, etc.) Strong interpersonal skills, attention to detail and positive attitude Excellent oral and written communication skills. Display independent judgement. Demonstrate excellent organization, prioritize workflow, adaptability, and flexibility Ability to work in a fast-paced environment and be a quick thinker and learner while maintaining a high degree of accuracy Strong organizational skills with attention to detail to ensure error-free transactions handling. Work Schedule: Monday - Friday 8:00am - 5:00pm, with some flexibility on start or stop times. Hiring Pay Rate: $25.00 - $31.00 per hour, depending on qualifications. Benefits are available to employees working 30 or more hours per week on the first of the month following date of hire. Medical insurance, including virtual telemedicine and mental health counseling Health Savings Account Flexible Spending Account (health, limited purpose health, and dependent care) Dental insurance Vision insurance Life insurance (basic and voluntary) Short-term disability insurance Long-term disability insurance Long-term care insurance Adoption Assistance Program Employee Assistance Program PTO Paid Volunteer Time Off Paid holidays 401(k) with company match (eligible on the first of the month following 2 months of employment) Financial wellness education Free or reduced fees for banking products and services Employee Referral Bonus

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team.

Old National Bank has been serving clients and communities since 1834. With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving. We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities Salary Range The salary range for this position is $62,300 - $153,00 per year. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled. We are currently seeking a Client Portfolio Specialist that will act as a subject matter expert for the Centralized Management Team (CMT) and is responsible for servicing Portfolio Managers, Wealth Advisors, and Trust Administrators with the conversion and implementation of their clients' portfolios to the centralized modeled platform. The incumbent will also work closely with Portfolio Construction, Middle Office, and Operations teams. The Client Portfolio Specialist is responsible for assisting the Senior Manager Central Management with oversight of changes made to the portfolio including strategy updates, model changes, and raising cash. The incumbent will also assist in the planning and implementation of changes to the portfolio accounting system and related systems/technology utilized by the Central Management Team. The Client Portfolio Specialist will take direction from the Portfolio Manager, Wealth Advisor, or Trust Administrator on the implementation of the models or changes to the portfolio. Key Accountabilities Management of Investment Portfolios: Provide ongoing oversight of assigned Old National Wealth Management accounts. Model and implement changes to holdings and asset allocation to maintain compliance with strategies and policies including proper asset allocation, portfolio rebalancing, investment strategy changes, and raising cash. Manage account liquidity for ongoing cash demands and distributions. Perform annual Reg. 9 Investment reviews for assigned accounts and ensure full compliance with regulations. Subject Matter Expertise: Comprehensive understanding of different strategy types. Technical knowledge of the systems to operationalize the processes required to centrally manage accounts. Expand knowledge base by attending and participating in industry and corporate seminars, classes, and professional development sessions. Effective Communication Efficient communication with portfolio managers, wealth advisors, trust administrators, and administrative assistants regarding the central management of accounts Operational Efficiency: Take on various projects needed to support portfolio managers and increase the efficiency of the Central Management Team. Liaison with peers in technology, solutions, and operations to build and test new software and operational processes. Key Competencies for Position Technical Knowledge - Demonstrate mastery of Charles River and Microsoft Excel and ensuring accuracy of data models. Critical Thinking and Decision Making - Maintain an in-depth knowledge of current economic and financial market conditions. Communicating with Impact - Demonstrate excellent verbal and presentation skills and be comfortable explaining complex processes in simple to understand terms to internal partners. Team Member - Demonstrate ability to build a collaborative working environment among internal partners and develop associate client portfolio specialists. Qualifications and Education Requirements BS/BA degree in accounting, finance, business or related field, and the equivalent in education and work experience. Minimum 4 years of related industry/work experience. Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles. As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law. We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position. Our culture is firmly rooted in our core values. We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical. We are Old National Bank. Join our team. We can recommend jobs specifically for you! Click here to get started. If you're qualified for a position but need additional help with the application because of a disability, please email ************************** (This email will respond to accommodation requests only.)

Every firm has a culture - the values, beliefs, methodology, attitudes and standards that reflect an organization's DNA. But the truly inspiring firms - the game-changers, the industry leaders and the disruptors - have cultures that propel them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired firms. Over the years, we have purposefully built and nurtured our client-first culture. Brown Advisory is an independent investment management and strategic advisory firm committed to delivering a combination of first-class performance, strategic advice and the highest level of client service. The firm's clients-including individuals, families, family offices, endowments, foundations, charities, institutions, consultants, and financial intermediaries-are served by over 950 colleagues worldwide, all of whom are equity owners of the firm. Abu Dhabi | Austin | Baltimore | Boston | Delaware | Frankfurt | London | Nashville | New York | North Carolina | San Francisco | Singapore | Southern California | Tokyo | Virginia | Washington, D.C Position Summary Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration. The primary duties and responsibilities include but are not limited to: * Serve as a critical team member in partnership with Client Service Advisors and Senior Associates. * Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients. * Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed. * Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting. * Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules. * Maintain CRM records for clients and prospects. * Complete ad hoc client-related projects as needed. Qualifications: * Bachelor's degree required * 2-5 years experience preferred; financial services industry preferred * Experience with trust administration and/or client account documentation a plus * Proficiency with M.S. Office suite including Excel, Word & PowerPoint * Strong quantitative, analytical, and interpersonal skills * Highly organized work style; detail-oriented and accurate * Ability to multi-task and adapt to changing priorities to meet client demands * Collaborative team-player; self-motivated with a strong work ethic * Demonstrates tact, discretion and good judgement in handling sensitive and confidential information * Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency * Exhibits excellent communication skills, both verbal and written * Eager to contribute and learn, ask questions and provide solutions * Ability to work in the Washington office location Applicants must be authorized to work in the United States without the need for current or future employer-sponsored work authorization (e.g., H-1B , O-1, F-1 (OPT), TN, or any other non-immigrant visa classifications that require employer support or sponsorship). DC Salary: $65-$82k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). NY Salary: $71-$90k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable). Benefits At Brown Advisory we offer a competitive compensation package, including full benefits. * Medical * Dental * Vision * Wellness program participation incentive * Financial wellness program * Fitness event fee reimbursement * Gym membership discounts * Colleague Assistance Program * Telemedicine Program (for those enrolled in Medical) * Adoption Benefits * Daycare late pick-up fee reimbursement * Basic Life & Accidental Death & Dismemberment Insurance * Voluntary Life & Accidental Death & Dismemberment Insurance * Short Term Disability * Paid parental leave * Group Long Term Disability * Pet Insurance * 401(k) (50% employer match up to IRS limit, 4 year vesting) Brown Advisory is an Equal Employment Opportunity Employer.

The Commercial Credit Operations Specialist supports the commercial lending function by preparing documents, onboarding, and imaging commercial loan documents. They will perform tasks related to collateral on commercial loans and are responsible for various reporting functions and administrative tasks to support the Credit Operations Department. Essential Functions * Accurate and timely preparation of commercial loan documents along with review functions to ensure compliance with regulatory requirements and bank policies. * Onboarding and servicing functions related to commercial loans on the bank's core system. This includes maintenance functions, processing payments, reviewing various notices and reports, and checking back the prior day's work. Will also work with charge-off and non-accrual loans. * Responsible for storing documents and configuring commercial loans in the document imaging system. * Works with various aspects of collateral to ensure collateral is perfected and lien position is maintained. This includes filings and searches at state and county levels. Will also perform tracking functions to ensure current insurance coverage and paid real estate taxes. Other Functions * Assists with creation and maintenance of procedural documents related to job functions * Performs administrative functions as needed and other duties as assigned. Education & Experience * Experience with complex, high-dollar loans and attorney prepared loan documents. * Knowledge of sub-limits, letter of credits, and understanding of loan agreements. * Self-motivated, detail-oriented and have excellent organizational, communication, and customer service skills. * Must view oneself as part of an overall team which includes supporting others within the department. * Must work well with deadlines, be able to multitask, and work independently. * Must have a high regard for details, be able to detect errors and follow through on corrections. * Must be willing and able to adapt to change, have a general understanding of the lending function, and possess general knowledge of computer software applications including the bank's loan platforms. We offer the opportunity for career growth and development in a professional and pleasant working environment. We offer a competitive salary and exceptional benefits package including: * Health Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Dental Insurance-Dacotah Bank pays 100% of the premium, family and individual coverage * Health Savings Account * Life Insurance for the employee and family * Paid Vacation and Sick Time * Retirement Plan Options * Additional Perks and Benefits

Job Description About FCCU FCCU is the largest credit union in the region with over a billion dollars in assets. We are a growing family of employees who succeed both personally and professionally. We offer competitive total compensation, technical and leadership development, and opportunities for industry and community involvement. As a credit union we are member owned. This allows us to invest in our members and the communities we serve. Through helping others achieve financial growth and giving back to our communities, you can truly fulfill the FCCU mission of Life is Better with Community. Core Values-Strengthen Community by helping members grow and thrive. Community-Our Communities define who we are "People Helping People." Integrity-We will live and work with uncompromised integrity. Passion-We will display passion in our work and service to our membership. Growth-We believe that growing both as a Credit Union and professionally as employees is imperative to our long-term success. Job Responsibilities Our goal is to meet our members' financial needs with extraordinary personal service. This passion for quality and people-focused care is also evident in how we treat our employees. Arrive each day full of energy and ready to provide unsurpassed customer service to our members while maintaining our tradition of community trust. Cheerfully and in a professional manner, you greet them in person, on the telephone, or by email and enjoy developing and nurturing relationships as you serve their financial needs. You stay busy as you efficiently process routine financial teller transactions for our new and existing members. You have opportunities to utilize your product knowledge and cross-sell financial products and services to meet their current and future financial needs. You will have the ability to open new accounts, secure retail loans, process transactions and cross-sell products and services to meet members' financial needs and increase member satisfaction. You provide engaging, personal service to members and truly care about finding real solutions to their financial needs. You are goal-oriented and always learning and improving. You take pride in being the face of FCCU and projecting a positive image to our current and prospective members alike! Qualifications High school diploma or GED Previous cash-handling preferred Ability to operate a computer, telephone and other office equipment Competitive team player, with a positive attitude willing to learn and adapt to change Ability to communication, both written and verbal Detail-oriented and able to work in a fast-paced member service environment Benefits We provide a great benefits package that includes 11 paid federal holidays, 401k match, fully paid single medical, dental and vision and much more. While we know benefits are highly important, we also recognize and support the value of a family and work life balance. Work Schedule Part time Monday-Friday and rotating Saturdays. You must complete an FCCU employment application located at ****************************** First Community Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. (EOE, including disability/vets)