Operations Coordinator jobs at New York Community Bank

Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent lending. We are headquartered in Cincinnati, Ohio, where we began, and currently operate 40 full-service branches and lending offices in Ohio, Indiana, Kentucky, and Pennsylvania. Union Savings Bank is an Equal Opportunity Employer. Purpose of the role The Appraisal Coordinator is responsible for managing the appraisal process for residential mortgage loans from order to completion. This role ensures appraisals are ordered promptly, comply with regulatory and investor guidelines, and are delivered on time to support efficient loan processing and underwriting. Essential Duties and Responsibilities Order residential real estate appraisals through approved appraisal management companies (AMCs). Track appraisal orders to ensure timely completion and follow up with AMCs and appraisers as needed. Review appraisal reports for completeness, accuracy, and compliance with internal policies, regulatory requirements, and investor guidelines. Communicate appraisal status updates to loan officers, processors, underwriters, and management. Coordinate appraisal revisions or corrections when requested by underwriting. Ensure proper documentation and disclosure delivery in compliance with federal and state regulations (e.g., ECOA, TRID). Maintain accurate records and update loan origination systems and tracking logs. Manage appraisal invoices and assist with reconciliation and payment processing as needed. Adhere to Appraiser Independence Requirements (AIR) and company compliance standards. Provide excellent internal and external customer service throughout the appraisal process. Education and Experience High school diploma or equivalent required; associate or bachelor's degree preferred. Prior experience in mortgage lending, appraisal coordination, loan processing, or related field preferred. Knowledge of appraisal processes, AMCs, and mortgage loan workflow is a plus. Strong organizational skills and attention to detail. Ability to manage multiple appraisal orders simultaneously in a fast-paced environment. Excellent written and verbal communication skills. Proficiency in Microsoft Office and loan origination systems. Job competencies Time management and prioritization Problem-solving and follow-up Regulatory and compliance awareness Customer service Collaboration and teamwork Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice. Union Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Guggenheim Securities Guggenheim Securities is seeking an experienced Warehouse Loan Operations Specialist to support critical warehouse lending functions. This role combines operational execution with strategic oversight, managing loan closing processes, agent relationships, and transaction workflows. The ideal candidate will be a results-driven professional with strong technical skills and the ability to thrive in a fast-paced, collaborative environment. Essential Job Functions Loan Operations & Settlement * Execute loan closing processes and settlement activities * Process and validate draw requests, including borrowing base calculations and covenant compliance * Coordinate with legal counsel on borrowing conditions precedent * Oversee loan settlement funding and reconciliation * Manage trade settlement flows, platform reconciliations, and remediation of breaks Agent & Partner Management * Coordinate with Administrative Agents on reporting requirements and portfolio performance data * Work with Paying Agents to process waterfall distributions and ensure transaction document compliance * Serve as escalation point for agent-related issues and discrepancies * Collaborate with outsource services and customers Transaction & Documentation Support * Administer loan system data and maintain accurate records * Execute complex wire instructions and payment waterfalls * Prepare investor reporting and compliance documentation * Create and maintain operational procedures * Draft confidentiality agreements as needed Cross-Functional Collaboration * Partner with Warehouse Origination, Portfolio Management, Ops/Treasury, Finance, Risk, Legal, Compliance, and Business Operational teams * Oversee and reconcile third-party invoicing Preferred Qualifications Education & Experience * Bachelor's degree required * Minimum 5+ years hands-on experience in loan closing and structured finance operations * Proven track record in warehouse lending or asset-backed finance Technical Skills * Strong proficiency with ClearPar or comparable loan management systems * Experience with virtual data room administration * Expert-level Microsoft Excel and Access skills * Understanding of structured finance mechanics, borrowing base structures, and waterfall calculations * Familiarity with Bloomberg terminal (preferred) Core Competencies * Strong communication and interpersonal skills * Team-oriented with ability to collaborate across functions * Comfortable in high-pressure, fast-paced environments * Excellent multi-tasking and organizational abilities * Detail-oriented with strong problem-solving skills * Self-starter who operates with accountability and ownership Licensing * Series 99 license preferred (or ability to obtain within specified timeframe) * Will ultimately need to become licensed for the Series 99 Work Location * Currently, this role is expected to be fully remote. Salary * Annual base salary between $130,000 - $150,000. The base salary range represents the low and high end of the anticipated base salary range for this position. Actual base salaries may vary depending on factors such as location and experience. The range listed reflects base salary only, and the total compensation package may include other components such as incentive compensation. About Guggenheim Securities * Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. Guggenheim is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. * For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ***************************************** or ************. About Us: Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please visit GuggenheimSecurities.com, follow us on LinkedIn or contact us at ****************************************** or ************. Guggenheim Securities, LLC ("GS") does not accept unsolicited resumes or applications. GS considers any resume or application to be unsolicited if (a) received from an entity or individual without a current recruiting agreement with GS or (b) submitted to anyone at the firm other than through the process set forth in the recruiting agreement between GS and the submitting entity or individual, and GS will not pay a fee to any entity or individual for such submission.

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work At Check, we make paying and filing taxes seamless, enabling our partners to build best-in-class payroll businesses. The Tax Operations team sits at the core of this mission, turning complex tax workflows into reliable, repeatable processes that power partner success. As a Tax Operations Specialist, you will contribute to operational excellence by executing and optimizing critical tax functions. You'll focus on balancing tax accounts, managing corrections and amendments, supporting tax compliance, and streamlining internal workflows to ensure accuracy, efficiency, and scalability. This role is for someone who thrives on operational precision, solves problems with a hands-on approach, and is energized by making complex systems work better. In this role, you will: Ensure tax compliance by executing accurate filings and remittances and proactively updating filing specifications and systems in response to regulatory changes. Manage corrections and amend tax returns as needed, working within established workflows and partnering across teams to resolve discrepancies. Balance tax accounts and reconcile discrepancies to support accurate and timely tax reporting. Assist in resolving complex tax escalations through root cause analysis and cross-functional collaboration. Identify opportunities to simplify and optimize tax operations, proposing process improvements and leveraging data for continuous refinement. Partner closely with Payroll Operations, R&D, and Revenue teams to streamline tax workflows and contribute to initiatives that enhance compliance and partner satisfaction. Tools for the Job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 3-5 years of experience in tax operations, compliance, payroll, or related functions, with strong knowledge of tax filing and remittance processes. Experience handling corrections, amendments, and account reconciliations in a payroll or tax context. Familiarity with compliance requirements and best practices in a regulated operational environment. Demonstrated ability to identify process improvements and implement operational solutions at scale. Strong problem-solving, organizational, and communication skills. Comfort working cross-functionally to support product and partner outcomes. A partner-first mindset with a strong focus on quality, efficiency, and service. Travel and Office Policy: We build best when we come together on level ground. The Check team is distributed across the US, and we have offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team offsites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in Mexico each spring. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays and the team hosts regular happy hours, game nights, etc. What we offer: For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401k retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role depends on each candidate's experience, qualifications, and work location. Most new hires are placed near the midpoint of this range to ensure fairness with our existing team's compensation. The expected range in San Francisco, New York, Los Angeles, and Seattle is between $92,500 and $101,750. The expected range for all other locations is between $78,500 and $86,350. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

Building at Check At Check, we make paying people simple . In doing that, we're not just building our own business- we're building payroll businesses together with every one of our partners. As the inventors of embedded payroll, we're redefining how people get paid and making it easier for payroll businesses to launch, grow, and thrive. Check out the full story | Tune in. Check is far more than just API infrastructure. We're a springboard for building and scaling payroll businesses. Our Team Payroll is broken. Come fix it alongside a team that's as passionate as you are! At Check, you'll use creative problem-solving, critical thinking, and grit to impact every business we build. We view problems to solve and jobs to be done as opportunities to contribute to the solution; we ignore conventional role boundaries in favor of the unique strengths and value each builder brings to our team and to our mission. Join us if you're ready to roll up your sleeves and redefine payroll. Let's simplify the complex, make a real impact, and create a better future for businesses of every size. The Work At Check, we make paying and filing taxes seamless, enabling our partners to build best-in-class payroll businesses. The Tax Operations team sits at the core of this mission, turning complex tax workflows into reliable, repeatable processes that power partner success. As a Tax Operations Specialist, you will contribute to operational excellence by executing and optimizing critical tax functions. You'll focus on balancing tax accounts, managing corrections and amendments, supporting tax compliance, and streamlining internal workflows to ensure accuracy, efficiency, and scalability. This role is for someone who thrives on operational precision, solves problems with a hands-on approach, and is energized by optimizing complex systems. In this role, you will: Ensure tax compliance by executing accurate filings and remittances and proactively updating filing specifications and systems in response to regulatory changes. Manage corrections and amend tax returns as needed, working within established workflows and partnering across teams to resolve discrepancies. Balance tax accounts and reconcile discrepancies to support accurate and timely tax reporting. Assist in resolving complex tax escalations through root cause analysis and cross-functional collaboration. Identify opportunities to simplify and optimize tax operations, proposing process improvements and leveraging data for continuous refinement. Partner closely with Payroll Operations, R&D, and Revenue teams to streamline tax workflows and contribute to initiatives that enhance compliance and partner satisfaction. Tools for the Job Many backgrounds could fit this role, but ideal candidates will have some or all of the following: 3-5 years of experience in tax operations, compliance, payroll, or related functions, with strong knowledge of tax filing and remittance processes. Experience handling corrections, amendments, and account reconciliations in a payroll or tax context. Familiarity with compliance requirements and best practices in a regulated operational environment. Demonstrated ability to identify process improvements and implement operational solutions at scale. Strong problem-solving, organizational, and communication skills. Comfort working cross-functionally to support product and partner outcomes. A partner-first mindset with a strong focus on quality, efficiency, and service. Travel and Office Policy: We build best when we come together on level ground. The Check team is distributed across the US, and we have offices in New York City and San Francisco. While we embrace remote work, time together in person is where we do our best work. We offer ample opportunities and encourage employees to attend team offsites, events, and hackathons a couple of times a year! We expect all employees to attend our annual 3-day company retreat in Mexico each spring. For our in-office and hybrid employees, our offices are open all week. We provide meals on Tuesdays and Thursdays and the team hosts regular happy hours, game nights, etc. What we offer: For full-time employees, Check offers company-sponsored medical, dental, vision, short-term/long-term disability, and basic life insurance coverage, effective on their first day of work. We also provide stock options, flexible PTO and sick leave, 16 weeks of fully paid parental leave for all new parents, flexible return-to-work, 9 annual holidays, a 401 (k) retirement plan, and a $100 monthly stipend for home internet and mobile phone expenses. The actual annual salary for this role depends on each candidate's experience, qualifications, and location of work. Most new hires are placed near the midpoint of this range to ensure fairness with our existing team's compensation. The expected range in San Francisco, New York, Los Angeles, and Seattle is between $92,500 and $101,750. The expected range for all other locations is between $78,500 and $86,350. We accept applications on an ongoing basis with no specified deadline. Remote work at Check requires the ability to perform all responsibilities without distraction or disruption, while maintaining quality, effective communication, and productivity. Check is proud to be an Equal Opportunity employer. We do not discriminate based on race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, provided they are consistent with applicable federal, state, and local laws. Check is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. Check participates in E-Verify and will provide the federal government with Form I-9 information from all new employees to confirm that they are authorized to work in the U.S. Check does not use E-Verify to pre-screen applicants.

Description: Recovery.com is seeking a dynamic People Operations Coordinator whose engaging presence brings people together and organizational excellence ensures a seamless workplace experience. With a sharp eye for detail and the ability to juggle multiple responsibilities, you'll help keep the office running smoothly, ensure employees and candidates feel supported, and directly contribute to the collaboration, culture, and mission-driven work of our team. This role blends office management and people operations support to create a unique opportunity to grow within the role and organization where a growth mindset and “figure it out” attitude are celebrated and rewarded. . Work Location This role is expected to be in the office 5 days/week to best serve our staff and team. However, there is flexibility to work remote when needed. How you know you're being successful Candidates, employees, and office guests have a welcoming and supportive experience Office is functional, well-stocked and organized, creating a welcoming space for employees and visitors People Ops systems, documentation, and administrative tasks are consistently organized and up to date Onboarding, scheduling, communication, and People Ops logistics run smoothly and accurately You are a diligent team player who communicates clearly, is reliable, and receptive to evolving needs Your growth mindset and “figure it out" approach enables you to see the possibilities and run with it We'll expect you to do things like: Office Management - 70 Support logistics for events, retreats, celebrations, and team gatherings Maintain a stocked, organized, and welcoming office environment for employees and guests; including owning procurement of all office and staff supplies Lead office upkeep initiatives including cleanliness, restocking, safety protocols, and facilities maintenance in partnership with building management Manage office-related vendor relationships (cleaning, maintenance, office services) Oversee office access management (keys, fobs, badges) and assist with general onsite needs and troubleshooting Manage incoming and outgoing mail; retrieve, sort, and distribute mail and packages daily, including coordinating package pickups and deliveries Effectively collaborates with team members at all levels in the organization with a goal to make decisions in the best interest of the team People Operations - 30% Coordinate candidate travel arrangements (lodging, flights, transportation as needed) Prepare resources for internal trainings, meetings, and People Ops initiatives Set up interview-day logistics, including room preparation, and guiding candidates between meetings Help create policy and procedures, organize and manage job descriptions, and develop clear and concise internal communications Support annual open enrollment, PTO/Sick audits, EAP management and various information gathering Serve as the onsite host for candidates, ensuring a warm, professional, and organized experience Required Qualifications Associates degree in Human Resources or 1-3 years of direct experience in People Operations or HR 1-3 years experience in a general administrative or office management role Strong organizational skills with excellent attention to detail Tech-savvy with comfort using HRIS, ATS, Slack and Google Workspace Strong written and verbal communication skills Ability to maintain confidentiality and handle sensitive information Ability to work onsite 5 days/week High Emotional and Social Intelligence What we think will improve your chances of success Associates degree in Human Resources, Business Administration, Psychology, or related field OR equivalent lived work experience in HR Experience in the recovery or mental health industries Experience in a Start Up environment Demonstrated ability to improve processes and see things differently Passion for building inclusive, employee-centered workplace cultures Travel Expectations Up to 2x/ year for company gatherings and professional development events Compensation The base salary range for this position is $55,000-$65,000, plus eligible benefits. Compensation may be adjusted based on tenure and experience. Equity Options In addition to your cash compensation, you will receive options to buy stock in Recovery.com at a set strike price. These options will vest on a four-year schedule and present an exciting opportunity to benefit from the upside of our company's growth. Quarterly Bonus An additional 10% of base earnings is paid out quarterly when the company meets its revenue target. Dane County Housing Stipend We strongly value in-person work and collaboration, so for full-time employees residing in Dane County, we offer a housing stipend of $735.26/month in addition to your salary ($8,823.12/yr; half of the Fair Market Value of a 2BR apartment in Madison according to rentdata.org). Benefits and Perks This role is eligible for the following benefits and perks: Medical, Dental, and Vision Insurance (100% of premiums paid for employees, 50% of premiums paid for dependents) Short- and long-term disability and basic life insurance 401K (100% company match up to 3% and 50% on the next 2%) Paid time off, paid holidays, and leaves of absence Education Assistance (for educational coursework directly related to your role) Flexible hybrid and work-from-home policy Physical Requirements Sit down and operate a computer for extended periods of time Able to work in an open office environment Lift items weighing up to 15 lbs About Recovery.com Each year, 90% of people who need addiction treatment don't receive it. One of the major reasons is the difficulty in finding a treatment provider, and as people increasingly turn to the internet over family, friends, or medical professionals to find care, Recovery.com is making a difference in thousands of people's lives by providing a comprehensive, user-friendly resource for finding addiction and mental health treatment. Launched in 2017, Recovery.com is a late-stage startup based in Madison, WI, on a mission to be the the most trusted online resource for connecting patients and mental health providers. We are rapidly growing and profitable, and looking to aggressively capture the market opportunity as we scale to $100M ARR over the next 4 years. Our core values aren't just words to us! They define who we are and how we work. People who are successful at Recovery.com: Regularly show compassion and empathy for customers, patients, and fellow colleagues Display vulnerability by demonstrating authenticity with themselves and encouraging it in others Strive for growth and humbly seek to improve in all aspects of work Demonstrate joy and a positive attitude in every interaction, from office conversations to solving difficult problems Exhibit accountability by not only fulfilling their own responsibilities, but helping others in their work as well Embrace creativity by testing the norms and being open to new ideas Equal Opportunity Statement Recovery.com is an equal opportunity employer committed to diversity and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, veteran status, gender identity, race, religious beliefs, disability, sexual orientation, age, or any other protected characteristic. We value the talents of individuals from all backgrounds and actively seek a diverse workforce. Our mission is to provide a fair and inclusive recruitment process for everyone, and reasonable accommodations are available to any applicant who may need them. Please reach out to ************************ to request accommodations; we'd be happy to chat! Requirements:

Department Operations Employment Type Full Time Location Remote Workplace type Fully remote Reporting To Rick Cimino What you'll do: What you need: About Grasshopper Bank Grasshopper is a client-first digital bank serving small businesses, startups, and investors supporting them across the innovation economy. Our digital solutions cover small business, venture-backed companies, fintech-focused Banking-as-a-Service (BaaS) and commercial API banking platforms, SBA lending, commercial real estate lending, and yacht financing. Privately owned and headquartered in New York City, the bank is a Federal Deposit Insurance Corporation member and is an Equal Housing/Equal Opportunity Lender. We're always looking for talented, driven, visionary people to join our team. If you don't see the job that fits your skillset, please send your resume to ***************************.

Work Arrangement: ***After the initial training period, this is a hybrid role, working onsite in our Sioux Falls, SD office.*** For over 20 years, The Bancorp has been providing nonbank companies with the people, processes, and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners' businesses into the future. At The Bancorp, We Define Fintech Partnerships. The Bancorp does more than just enable our clients' product innovations, we create lasting partnerships with a future-focused approach to technology and services. Today and every day, we work to continuously transform the payments landscape. Provides operational support of client programs by managing departmental processes, ensuring adherence to compliance and regulatory requirements. Reports department activities to the VP Network Operations Managers on a regular basis. Responsibilities Essential Functions Monitors transactional and compliance reports to detect parameter breaches, regulatory violations, or potential fraudulent activity. Conducts thorough account reviews and prepares Unusual Activity Reports (UARs) for the Financial Crimes Risk Management team, adhering to The Bancorp Bank's established procedures. Reviews and resolves ACH-related inquiries including Letters of Indemnity (LOIs) and reclamations. Processes transactions which may involve the reversal of funds from consumer accounts and account closures, in compliance with regulatory guidelines and internal policies. Ensures compliance with federal regulations by accurately processing Trace Requests, Death Notification Entries (DNEs), and Debit to Fed transactions received from the U.S. government. Manages the timely return of government funds in accordance with applicable guidelines. Handles client and cardholder requests to issue checks for remaining account balances. Appropriately debits funds using correct transaction codes and descriptions and closes accounts or cards in accordance with the cardholder agreement. Responds to check-related inquiries, including initiating stop payments and issuing replacement checks as needed. Collaborates regularly with the Financial Crimes Risk Management team to facilitate weekly closures of accounts listed on the Restricted Customer Database, ensuring proper handling and documentation in accordance with internal compliance procedures. Builds strong working relationships with Program Operations Managers to collaboratively address client issues and support operational problem-solving. Assists with a variety of daily, weekly, and monthly tasks to ensure seamless program execution. Reviews written statements of authorized debits to verify compliance with NACHA Operating Rules before processing client-initiated ACH return requests. Cultivates and maintains positive relationships with key clients, ensuring a high level of service and responsiveness to their needs. Performs other duties as assigned. Qualifications Education/Experience Requirements Associate degree in a related field or an equivalent combination of training and experience. 1 year of relevant experience. Preferred Qualifications Excellent verbal, written, and interpersonal communication skills Team player, able to work effectively in a team fostered, multi-tasking environment. Proficient in all Microsoft Office products, e.g., Excel, PowerPoint, Word, Outlook. Able to learn and quickly maneuver through account screens on 12+ systems. Additional Information This job will be open and accepting applications for a minimum of five days from the date it was posted. Working at The Bancorp Bank, N.A. and Benefits Information: ********************************************* Company Culture & Background Screening Company Culture at The Bancorp Bank: *************************************************** The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment. Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history. #LI-PJ1 #LI-Hybrid

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities * As an Operations Specialist, you'll be the go-to guru for our tech needs. * From optimizing business applications, products and services to making sure to protect the business on a day to day. * Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. * Data & System analytics support by observing trends when implementing new tech and products/solutions. * Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. * Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements * Bachelor's degree and/or equivalent job experience are acceptable. * Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. * Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. * Customer service skills: You work well with clients and have great communication skills. * Quick Study: New tech doesn't intimidate you. * You love learning and mastering new tools. * Bilingual in English and Spanish highly preferred. Fluency in English is required. * Bilingual/bi-cultural experience is highly desired. * Travel anticipated approximately 20-30%. * Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: * Flexible Time off * Medical, Dental and Life Insurance * Parental Leave * Global Adoption Assistance * 401K plan Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-RM1 Estimated Job Posting End Date: 01-30-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities * As an Operations Specialist, you'll be the go-to guru for our tech needs. * From optimizing business applications, products and services to making sure to protect the business on a day to day. * Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. * Data & System analytics support by observing trends when implementing new tech and products/solutions. * Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. * Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements * Bachelor's degree and/or equivalent job experience are acceptable. * Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. * Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. * Customer service skills: You work well with clients and have great communication skills. * Quick Study: New tech doesn't intimidate you. * You love learning and mastering new tools. * Bilingual in English and Spanish highly preferred. Fluency in English is required. * Bilingual/bi-cultural experience is highly desired. * Travel anticipated approximately 20-30%. * Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: * Flexible Time off * Medical, Dental and Life Insurance * Parental Leave * Global Adoption Assistance * 401K plan Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-RM1 Estimated Job Posting End Date: 01-30-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

Summary/Objective Reporting to the New Client Services (NCS) Manager, the Sales & Marketing Operations Coordinator serves as the operational conduit between NCS and Marketing, ensuring alignment on lead generation, event capture, referral tracking, and campaign execution. This position plays a critical role in managing Salesforce data integrity, coordinating follow-up workflows, and supporting outreach initiatives that drive new client acquisition and enhance strategic relationships. The ideal candidate possesses strong organizational skills, exceptional attention to detail, and the ability to collaborate effectively across departments. Essential Functions Pipeline & CRM Management: Maintain and manage all pipeline activity in Salesforce to ensure accurate and complete tracking of client and prospect interactions. Enter and monitor leads from all inbound and outbound sources, including events, referrals, study clubs, Benco, and third-party vendors. Ensure all Salesforce records are complete, with verified data from websites or other public sources. Oversee follow-up cadence, ensuring that leads without scheduled calls are contacted within seven days. Prepare and distribute Salesforce reports and dashboards reflecting lead activity, conversion, and campaign performance. Marketing Coordination: Collaborate closely with the Marketing team to plan and execute lead-generation campaigns tied to CWA speaking engagements, study clubs, and conferences (e.g., Chicago Midwinter, local CE events). Coordinate lead capture and post-event processing, ensuring timely Salesforce entry and appropriate assignment. Partner with Marketing to segment leads and launch automated “drip” or “dip” campaigns. Participate in quarterly NCS/Marketing coordination meetings and track follow-up action items. Referral & Relationship Tracking: Support the referral reporting process by maintaining accurate monthly data on client and planner referrals, with an emphasis on NFP's. Coordinate referral handoffs to affiliates such as Elite Dental Alliance and ensure visibility across teams. Maintain and distribute referral and partnership lists, including those related to study clubs, partnership opportunities, and practice transitions. Event & Outreach Support: Support logistics, coordination, and lead tracking for study clubs, dental schools, and local outreach events. Create and manage messaging to CWA clients with children in dental school, introducing them to CWA's ambassador initiatives and Spear resources. Work with Marketing and NCS leadership to develop and execute outreach campaigns, invitations, and follow-up communications. Track event ROI metrics and report performance insights to leadership. Administrative Support: Provide administrative and operational support to NCS leadership, including scheduling meetings, coordinating follow-ups, and managing shared documentation. Maintain an NCS administrative “wish list” and proactively address recurring support needs. Assist in delegating non-critical onboarding steps to streamline the client experience. Responsibilities & Duties Update and maintain Salesforce records, ensuring all client interactions, statuses, and updates are current and accurate. Manage the process for engagement letters and contracts through DocuSign, coordinating with financial planners and advisors as needed. Conduct periodic research and analysis on market trends and competitor activities to inform strategy. Support cross-departmental projects and special initiatives aimed at improving client engagement, referral processes, and lead generation. Assist with coordination of team events, internal communication, and process documentation. This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice. Job requirements Education & Experience Bachelor's degree in Business Administration, Marketing, Finance, or a related field. 2+ years of experience in sales operations, marketing coordination, or administrative support, preferably within financial services or professional services industries. Proficiency in Salesforce and DocuSign; familiarity with marketing automation tools (e.g., HubSpot, Pardot) a plus. Strong analytical, organizational, and project management skills. Excellent written and verbal communication abilities; able to collaborate across teams and functions. Travel Minimal travel may be required for conferences or internal meetings. Work Environment This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Demands This is a largely sedentary role; however, occasional lifting of files or materials may be required. Position Type & Expected Hours of Work This is a full-time, exempt position. Days and hours of work are Monday through Friday 8:00 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval. An in-office presence may be required for training. This is a primarily remote role, with an in-office presence once a month or as business need dictates. The ability to work remotely is allowed based on management's approval. Job Compensation & Benefits Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change. Compensation Minimum: $65,000.00 - Maximum: $80,000.00 Benefits Employer Paid Medical, Short-Term Disability, Accident, Life and AD&D Insurance Dental & Vision Insurance Unlimited PTO Firm-Paid Holidays, Including an Extended Winter Break Safe Harbor 401k Plan Generous Employer HSA Contributions Employer Paid Professional Dues, Licenses/Renewals Continuing Education Resources Family Planning Assistance Program and Paid Parental Leave CWA has consistently been recognized from rating services and publications such as: INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024) Top Workplaces - Financial Services (2024) Top Workplaces - Culture Excellence (2024) Accounting Today - Top Firm by AUM (2024) USA Today - Top Workplaces (2024, 2025) Accounting Today - Top 100 Firms (2022, 2023) Forbes America's Best Tax & Accounting Firms (2022, 2023) INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022) Dallas Morning News - Top Workplace (2022, 2023) Accounting Today - Beyond Top 100: Firms to Watch (2020) Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020) INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020) INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020) Dallas Business Journal - Top Accounting Firms (2018) Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at ****************** . Your concerns will be handled with the utmost confidentiality and care. All done! Your application has been successfully submitted! Other jobs

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

As the Title Operations Coordinator, you will work directly with the Title Operations Team Leader and responsible for assigning orders, following up on orders, managing vendor costs, turn times and quality. Additionally, you will monitor SLA's with the internal staff to ensure we mitigate delays to ensure the product is delivered timely to the clients. What you will do Assign new title orders as they appear on dashboard Follow up on title orders daily Process incoming documents/fax folder, as necessary Monitor group email and process incoming requests Monitor vendors for quality, turn times and fees Review Callback Sheets from vendors, i.e. work on rejected files Update internal contacts and client contacts regarding order status as necessary Answer incoming calls to title department as necessary Work on any other projects assigned by team leader/manager Reports, in conjunction with Dashboard/Notifier, which includes the Review Daily, Title WIP, and WIP All other duties as assigned What you will bring High school diploma or equivalent Minimum 1 year(s) practical work experience within the real estate industry or vendor management service Working knowledge of real estate titles, Proficiency with personal computers, MS Office and office equipment Ability to be goal and detail-oriented, persistent and motivated, possess high level of initiative, ability to handle stressful situations, meet deadlines, work well in team environments and carry out responsibilities with minimal supervision Control client communications and conflict resolution, providing two-way communication between client and organization, communicating client's expectations, goals and interests, researching needs as necessary Experience at working both independently and in a team-oriented, collaborative environment Conform to shifting priorities, demands and timelines through analytical and problem-solving capabilities What we offer Competitive payrates based on skills and experience Extensive benefits package: Medical, dental, vision, HSA, mental health programs, Employee Assistance Program, short term disability, voluntary insurance (LTD, auto, home, life, legal, pet, identify theft), employee discounts Rest and relaxation: Paid holidays and generous PTO based on tenure Community and Philanthropy: Paid volunteer time Paid Maternity and Parental Leave Contribute to your future: 401K plan and robust continuous learning opportunities Work Perks Program: Access to discounts that help save money in your daily life Is this the ideal location for you? Mortgage Connect is committed to offering a flexible work environment for this role. This is a remote role, meaning you have the flexibility to work from home. (Remote work is subject to Mortgage Connect's remote work policy and business needs.) Who we are Mortgage Connect is a national mortgage service provider specializing in assisting mortgage lenders with a multitude of services they need in connection with a loan. Our entrepreneurial mindset allows us to differentiate ourselves in the market through continuous improvement and innovation, as well as our diversified suite of product offerings. Our people are driven and committed to our cultural values we call “ The 5C's” : Connect, Collaborate, Communicate, Care, and Celebrate. We take these seriously and coming on board with us means you agree to adopt these values in your everyday work life with us. All onboarding employees will be required to complete a pre-employment background check and drug screening. We are an Equal Opportunity employer committed to diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, age, national origin, disability, protected veteran status, gender identity or any other factor protected by applicable federal, state, or local laws. Mortgage Connect is committed to providing access, equal opportunity and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact ************************

Job Description Join The Lending Group CO and Shape the Future of Homeownership! Are you a dedicated mortgage professional with a background in underwriting, qualifying, processing, or management, ready to make a difference for clients? We're seeking a Mortgage Operations Specialist to join our Southampton, PA team, where you'll leverage your expertise to deliver seamless mortgage experiences. This role focuses on operational excellence, collaboration with borrowers and referral partners, and exceptional communication-with minimal sales responsibilities. Ready to Apply? If you're a mortgage professional with a strong background in underwriting, qualifying, processing, or management, ready to seize these opportunities, we want to hear from you! Submit your resume and a brief cover letter highlighting your relevant experience. The Lending Group CO is an equal opportunity employer committed to diversity and inclusion. Compensation: $75,000 - $105,000 yearly Responsibilities: What You'll Do: Streamline Loan Processes: Take ownership of loan files by collecting documentation, running DU/LP/AUS, preparing closing cost worksheets, and ensuring files are ready for underwriting or closing, contributing to a 98%+ on-time closing rate. Connect with Clients and Partners: Serve as the primary point of contact during the “contact to contract” phase, providing clear, jargon-free updates to build lasting relationships with borrowers and referral partners. Ensure Accuracy and Compliance: Review loan packages for discrepancies, omissions, and accurate income calculations, collaborating with loan originators to deliver clean, compliant files that meet FHA, VA, CONV, or USDA guidelines. Enhance Team Efficiency: Use mortgage software (e.g., Encompass, Calyx) to manage documentation and track progress, identifying opportunities to streamline workflows and reduce processing times. Foster Client Success: Guide borrowers through the mortgage process with empathy and clarity, creating positive experiences that drive satisfaction and referrals without the pressure of sales quotas. Opportunities Awaiting You: Make a Meaningful Impact: Help borrowers achieve their homeownership visions by providing exceptional service and clear communication. Grow Your Career: Access ongoing training, professional development, and clear pathways to advance within a leading mortgage organization. Collaborate in a Supportive Environment: Work closely with loan officers, underwriters, and referral partners in a team-oriented culture that values your expertise and offers flexible hybrid/remote work options. Showcase Your Expertise: Leverage your underwriting, qualifying, processing, or management skills to deliver high-quality loan files and improve operational efficiency. Enjoy Work-Life Balance: Thrive in a role with no high-pressure sales targets, allowing you to focus on operational excellence and client service. Qualifications: What We're Looking For: Work History: 3+ years as a Mortgage Underwriter, Loan Processor, Loan Qualifier, or Mortgage Operations Manager; 5+ years preferred. Technical Expertise: Strong knowledge of mortgage loan products (FHA, VA, CONV, USDA), loan qualification, processing procedures, and documentation, with proficiency in mortgage software (e.g., Encompass, Calyx) and MS Office. Core Skills: Exceptional time management, interpersonal communication, and follow-up skills; ability to analyze credit reports, income, and asset documents for loan qualification. Licensing: Active NMLS # with the ability to include PA, NJ, DE, and FL preferred. Mindset: A collaborative, detail-oriented professional who excels in operational and analytical roles, prioritizing client service and process management over sales tasks. Track Record: Examples of managing high-volume loan portfolios, resolving complex qualification or documentation issues, or improving operational efficiency in past roles. Why Join The Lending Group CO? Supportive Culture: Join a collaborative team with flexible hybrid/remote work options and no sales pressure, allowing you to focus on what you do best. Comprehensive Benefits: Competitive salary ($50,000 - $80,000), health insurance, 401(k) with match, generous PTO, and more. Innovative Environment: Work with cutting-edge mortgage software and a team dedicated to simplifying the homebuying process. Community Impact: Build lasting relationships with borrowers and referral partners, creating positive experiences that drive business growth. About Company The Lending Group CO is a trusted mortgage provider in Southampton, PA, committed to delivering exceptional service to clients and referral partners. Our innovative technology, collaborative culture, and dedication to compliance make us a leader in the mortgage industry. Join us to shape the future of homeownership.

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business applications, products and services to making sure to protect the business on a day to day. Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. Data & System analytics support by observing trends when implementing new tech and products/solutions. Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements Bachelor's degree and/or equivalent job experience are acceptable. Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. Customer service skills: You work well with clients and have great communication skills. Quick Study: New tech doesn't intimidate you. You love learning and mastering new tools. Bilingual in English and Spanish highly preferred. Fluency in English is required. Bilingual/bi-cultural experience is highly desired. Travel anticipated approximately 20-30%. Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive a great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: Flexible Time off Medical, Dental and Life Insurance Parental Leave Global Adoption Assistance 401K plan Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-RM1 Estimated Job Posting End Date: 01-30-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

As a Regional Operations Specialist I (ROS I), you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts. The ROS I will work with advisors, custodian partners as well as internal team members to accomplish a wide range of tasks such as opening new accounts, updating existing accounts, moving client funds from one custodian to another or distributing assets to clients as needed and in a timely manner. Flexibility is a key part of this role; a ROS I may be required to switch gears throughout the day to help our Regional Managers meet service level agreements, particularly during periods of high-volume spikes. The hours are Monday through Friday from 8:30 a.m. to 5:00 p.m. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Primary Responsibilities Have proficiency in one specialization Adjust focus as required to provide support to your team. Have a fundamental working knowledge in systems and platforms, like Salesforce, Outlook, and custodian websites Utilize effective communication skills with both internal and external partners Provide Regional Operations phone support Provide support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering Maintain a high standard of quality control for all incoming requests Liaise with custodian partners and Advisors to successfully process requests Review requests for clarity and /or omissions prior to submission to our custodian partners Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome Remain current on trends and policy changes required by custodians due to regulatory updates Helps maintain accounts on the Envestnet and Orion platforms Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season. Qualifications Bachelor's degree in related field and 1+ years of operations/client service experience; OR High School Diploma and 5+ years of working in financial services or related field. Experience working with Charles Schwab, Fidelity, or Pershing preferred Knowledge of CRM systems, preferably Salesforce The annualized base pay range for this role is expected to be $50,000 - $52,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package. #LI-KP1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Do you love tinkering with tech, troubleshooting on the fly, and making systems run smoother than a well-oiled machine? Then it's time to join Western Union as a Regional Operations Specialist! Western Union powers your pursuit. As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business software to keeping our Agents operating top-notch, you'll ensure everything runs like clockwork, with a dash of innovation and urgency. Role Responsibilities As an Operations Specialist, you'll be the go-to guru for our tech needs. From optimizing business applications, products and services to making sure to protect the business on a day to day. Tech Operations Master: Keep our business tools (WUPOS, Prepaid, Peripherals etc.) running like a dream, ensuring our sales team stay productive and happy. Data & System analytics support by observing trends when implementing new tech and products/solutions. Tech Support Hero: Solve day-to-day technical hiccups, whether it's software woes or hardware failures. Front-End Fun: Help with basic hardware and system troubleshooting. Role Requirements Bachelor's degree and/or equivalent job experience are acceptable. Tech-Savvy: You're great with IT systems, cloud solutions, networking, and web hosting. Software Wizard: You know your way around business tools like Power BI, ARC+, Snowflake, ServiceNow, SPLUNK and you can troubleshoot without breaking a sweat. Customer service skills: You work well with clients and have great communication skills. Quick Study: New tech doesn't intimidate you. You love learning and mastering new tools. Bilingual in English and Spanish highly preferred. Fluency in English is required. Bilingual/bi-cultural experience is highly desired. Travel anticipated approximately 20-30%. Valid Driver's License and a reliable vehicle are required as this position requires regular travel within a defined territory. We make financial services accessible to humans everywhere. Join us for what's next. Western Union is positioned to become the world's most accessible financial services company - transforming lives and communities. We're a diverse and passionate customer-centric team of over 8,000 employees serving 200 countries and territories, reaching customers and receivers around the globe. More than moving money, we design easy-to-use products and services for our digital and physical financial ecosystem that help our customers move forward. Just as we help our global customers prosper, we support our employees in achieving their professional aspirations. You'll have plenty of opportunities to learn new skills and build a career, as well as receive great compensation package. If you're ready to help drive the future of financial services, it's time for Western Union. Learn more about our purpose and people at ********************************** Salary The base salary range is $65,000 - 80,000 USD per year. Total on target compensation includes a base salary and short-term incentives that align with individual and company performance. Actual salaries will vary based on candidates' qualifications, skills, and competencies. Benefits You will also have access to short-term incentives, multiple health insurance options, accident and life insurance, and access to best-in-class development platforms, to name a few (*************************************************** Please see the below benefits specific to your location and note that your recruiter may share additional role-specific benefits during your interview process or in an offer of employment. Your US specific benefits include: Flexible Time off Medical, Dental and Life Insurance Parental Leave Global Adoption Assistance 401K plan Western Union values in-person collaboration, learning, and ideation whenever possible. We believe this creates value through common ways of working and supports the execution of enterprise objectives which will ultimately help us achieve our strategic goals. By connecting face-to-face, we are better able to learn from our peers, problem-solve together, and innovate. Our Hybrid Work Model categorizes each role into one of three categories. Western Union has determined the category of this role to be Hybrid. This is defined as a flexible working arrangement that enables employees to divide their time between working from home and working from an office location. The expectation is to work from the office a minimum of three days a week. For residents of Colorado, California, Connecticut, Delaware, Minnesota, and Pennsylvania: Please do not respond to any questions on this initial application that may seek age-identifying information such as age, date of birth, or dates of school attendance or graduation. You may also redact this information from any materials you submit during the application process. You will not be penalized for redacting or removing this information. We are passionate about diversity. Our commitment is to provide an inclusive culture that celebrates the unique backgrounds and perspectives of our global teams while reflecting the communities we serve. We do not discriminate based on race, color, national origin, religion, political affiliation, sex (including pregnancy), sexual orientation, gender identity, age, disability, marital status, or veteran status. The company will provide accommodation to applicants, including those with disabilities, during the recruitment process, following applicable laws. #LI-RM1 Estimated Job Posting End Date: 01-30-2026 This application window is a good-faith estimate of the time that this posting will remain open. This posting will be promptly updated if the deadline is extended or the role is filled.

Join The Lending Group CO and Shape the Future of Homeownership! Are you a dedicated mortgage professional with a background in underwriting, qualifying, processing, or management, ready to make a difference for clients? We're seeking a Mortgage Operations Specialist to join our Southampton, PA team, where you'll leverage your expertise to deliver seamless mortgage experiences. This role focuses on operational excellence, collaboration with borrowers and referral partners, and exceptional communication-with minimal sales responsibilities. Ready to Apply? If you're a mortgage professional with a strong background in underwriting, qualifying, processing, or management, ready to seize these opportunities, we want to hear from you! Submit your resume and a brief cover letter highlighting your relevant experience. The Lending Group CO is an equal opportunity employer committed to diversity and inclusion. What You'll Do: Streamline Loan Processes: Take ownership of loan files by collecting documentation, running DU/LP/AUS, preparing closing cost worksheets, and ensuring files are ready for underwriting or closing, contributing to a 98%+ on-time closing rate. Connect with Clients and Partners: Serve as the primary point of contact during the “contact to contract” phase, providing clear, jargon-free updates to build lasting relationships with borrowers and referral partners. Ensure Accuracy and Compliance: Review loan packages for discrepancies, omissions, and accurate income calculations, collaborating with loan originators to deliver clean, compliant files that meet FHA, VA, CONV, or USDA guidelines. Enhance Team Efficiency: Use mortgage software (e.g., Encompass, Calyx) to manage documentation and track progress, identifying opportunities to streamline workflows and reduce processing times. Foster Client Success: Guide borrowers through the mortgage process with empathy and clarity, creating positive experiences that drive satisfaction and referrals without the pressure of sales quotas. Opportunities Awaiting You: Make a Meaningful Impact: Help borrowers achieve their homeownership visions by providing exceptional service and clear communication. Grow Your Career: Access ongoing training, professional development, and clear pathways to advance within a leading mortgage organization. Collaborate in a Supportive Environment: Work closely with loan officers, underwriters, and referral partners in a team-oriented culture that values your expertise and offers flexible hybrid/remote work options. Showcase Your Expertise: Leverage your underwriting, qualifying, processing, or management skills to deliver high-quality loan files and improve operational efficiency. Enjoy Work-Life Balance: Thrive in a role with no high-pressure sales targets, allowing you to focus on operational excellence and client service. What We're Looking For: Work History: 3+ years as a Mortgage Underwriter, Loan Processor, Loan Qualifier, or Mortgage Operations Manager; 5+ years preferred. Technical Expertise: Strong knowledge of mortgage loan products (FHA, VA, CONV, USDA), loan qualification, processing procedures, and documentation, with proficiency in mortgage software (e.g., Encompass, Calyx) and MS Office. Core Skills: Exceptional time management, interpersonal communication, and follow-up skills; ability to analyze credit reports, income, and asset documents for loan qualification. Licensing: Active NMLS # with the ability to include PA, NJ, DE, and FL preferred. Mindset: A collaborative, detail-oriented professional who excels in operational and analytical roles, prioritizing client service and process management over sales tasks. Track Record: Examples of managing high-volume loan portfolios, resolving complex qualification or documentation issues, or improving operational efficiency in past roles. Why Join The Lending Group CO? Supportive Culture: Join a collaborative team with flexible hybrid/remote work options and no sales pressure, allowing you to focus on what you do best. Comprehensive Benefits: Competitive salary ($50,000 - $80,000), health insurance, 401(k) with match, generous PTO, and more. Innovative Environment: Work with cutting-edge mortgage software and a team dedicated to simplifying the homebuying process. Community Impact: Build lasting relationships with borrowers and referral partners, creating positive experiences that drive business growth.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Construction Operations Specialist is responsible for ensuring that customer service is provided to all internal and external parties and quality loans are generated. This position is responsible for the origination and processing of construction loans and serves as the first point of contact for the construction loan officer and construction processing team for loan level questions and escalations. The Construction Operations Specialist manages a pipeline of active loans. Job Responsibilities: Act as a liaison between sales and operations for construction loans by answering questions and handling loan level escalations. Follow standard operating procedures, job aids, and resources when providing loan support. Monitor an active pipeline of loans, ensuring customer service is provided. Ensure disclosures are issued timely and accurately to borrowers on construction loans by utilizing company compliance reminders and tools. Communicate progress with department managers and senior leadership team; summarize project information and establish business needs and concepts. Create and monitor various reports to ensure pipeline management as needed. Qualifications and Skills: Bachelor's degree or equivalent combination of education/experience, preferred. 5+ years' experience in mortgages. Knowledge of all agency guidelines. Knowledge of compliance and disclosure requirements. Encompass LOS experience, a plus. Excellent organization, prioritization, and time management skills. Excellent conflict management and negotiation skills. Proficient in Microsoft Office suite (Word, Excel and Outlook). This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $23.00 - $25.00 The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Construction Operations Specialist is responsible for ensuring that customer service is provided to all internal and external parties and quality loans are generated. This position is responsible for the origination and processing of construction loans and serves as the first point of contact for the construction loan officer and construction processing team for loan level questions and escalations. The Construction Operations Specialist manages a pipeline of active loans. Job Responsibilities: Act as a liaison between sales and operations for construction loans by answering questions and handling loan level escalations. Follow standard operating procedures, job aids, and resources when providing loan support. Monitor an active pipeline of loans, ensuring customer service is provided. Ensure disclosures are issued timely and accurately to borrowers on construction loans by utilizing company compliance reminders and tools. Communicate progress with department managers and senior leadership team; summarize project information and establish business needs and concepts. Create and monitor various reports to ensure pipeline management as needed. Qualifications and Skills: Bachelor's degree or equivalent combination of education/experience, preferred. 5+ years' experience in mortgages. Knowledge of all agency guidelines. Knowledge of compliance and disclosure requirements. Encompass LOS experience, a plus. Excellent organization, prioritization, and time management skills. Excellent conflict management and negotiation skills. Proficient in Microsoft Office suite (Word, Excel and Outlook). This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $23.00 - $25.00 The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************