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EPIC Insurance Brokers is looking for an experienced Surety Account Executive. This role will be remote with occasional travel to any our of EPIC offices. We will be considering candidates located within about one hour of driving distance to our offices: ********************************************* Position Summary: The Surety Account Executive serves as a key client-facing role within the Surety department. This professional is responsible for managing and growing a portfolio of surety clients, providing expert guidance on bonding solutions, and maintaining strong relationships with clients, carriers, and internal teams. Key Responsibilities: Client Relationship Management: Serve as the primary contact for clients regarding surety needs. Build and maintain strong, trust-based relationships with clients. Advise clients on complex surety matters and bonding strategies. Surety Program Development: Understand clients' business operations and financials to tailor bonding solutions. Analyze financial statements, credit reports, and project histories to assess bonding capacity. Coordinate market selection and negotiate terms with surety carriers. Marketing & Business Development: Assist producers in soliciting new surety business. Develop leads through industry networking, internal referrals, and market research. Participate in formal presentations to client decision-makers. Carrier Relations: Maintain effective relationships with surety carriers. Stay informed on industry trends, regulations, and available products. Ensure compliance with underwriting standards and carrier expectations. Internal Collaboration: Work closely with producers, client executives, and support staff. Mentor junior team members and contribute to a collaborative work environment. Coordinate servicing efforts to ensure high-quality client support. Qualifications: Bachelor's degree in Business, Finance, Accounting, or related field, preferred. Minimum of 10 years of experience in the surety or insurance industry is required. Strong understanding of surety products, underwriting principles, and financial analysis. Excellent communication, organizational, and problem-solving skills. Proficiency in Microsoft Office Suite; experience with Tinubu preferred. Property/Casualty license and relevant industry designations (e.g., AFSB) are a plus. Competencies: Client-focused with a commitment to delivering exceptional service. Critical thinking and analytical skills. Professionalism and reliability. Ability to manage multiple priorities and meet deadlines. Strong interpersonal and negotiation skills. This role is ideal for a highly motivated insurance professional who thrives in a fast-paced environment.. ESSENTIAL DUTIES AND RESPONSIBILITIES: • Primary expert resource and first point of contact for clients, which includes research/analysis and handling of wide variety of client questions on coverage/eligibility, contractual issues, and government reporting compliance. Prepares endorsements per client requests. Prepares and provides resource, trend and legal update information to clients on on-going basis. Routine questions are delegated. • For new and renewal business, analyzes relevant client data (e.g., census/experience data, contractual requirements for insurance), conducts market comparisons by analyzing insurance rate and renewal information and obtaining quotes, strategizes with clients (typically senior-level executives and managers), makes recommendations to clients regarding coverage and exclusions; negotiates premium and commission rates on behalf of clients for best alternatives (with full authority from EPIC to act on its behalf). • Provides marketing and new business development support to producers, including preparing presentations and proposals, participating in meetings with prospective clients as part of team. • Conducts marketing and new business development for employee's book of business. • Delegates office administrative work to appropriate staff and oversees tasks. Business Growth • Lead account team for accounts in assigned book of business, coordinating the efforts of other team members (marketing, account management, employee benefits, branch management, claims, etc.) to produce, service and retain business; • May have a production goal. Production goals are subject to periodic adjustment by the Company. Service • Establishes and maintains primary, on-going business relationship with client and becomes first point of contact for all future client service needs; • Consistently establishes and maintains high levels of trust and confidence with clients by initiating introductions, through periodic contacts, and by promptly responding and resolving client questions and issues; • Interface with clients, producers and other team members to develop a comprehensive customer service plan; • Analyze census and market data to prepare insurance renewal options, meet with clients to strategize, and advise on best alternatives; • Negotiate with carriers on clients' behalf for best available premiums, commissions and coverage; • Handle or provide expert resource to clients regarding open enrollment meetings, including customized material preparation and communication; • Ensure expert knowledge is maintained and prepare resource information for clients to continually keep informed of benefit trends, State and Federal legislation, rules and regulations; Advise clients on government reporting compliance issues, as appropriate. Marketing • Preparation of Request for Proposal (RFP) for presentation to carriers (or marketing manager on large clients), including analysis of census, current and/or proposed benefit plan designs, market comparison data, and contribution strategies; • Negotiate with carriers for best available premiums, commissions and coverage; • Conduct sales presentations as part of team; • Analyze and provide client referrals to Sales Team for Employee Benefits and Private Client Departments. Personal and Organizational Development • Set priorities and manage workflow for self to ensure all goals are met; • Maintain cordial and effective relationships with clients, co-workers, carriers, vendors, and other business contacts; • Maintain up-to-date proposals, workflow logs, update all benefits information on agency management system, manuals or other required documentation and records; • Interact with others effectively utilizing good communication skills, cooperating purposefully, and providing information and guidance as needed to achieve the business goals of the Company; • Stay informed regarding industry information, new product/program developments, coverages, legislation, technology to continuously improve knowledge and performance; • Enjoy active participation in community organizations; • Project a professional image in action and appearance. SUPERVISORY RESPONSIBILITIES: • None KEY COMPETENCIES: • Full knowledge of commercial lines of coverage and services; • Demonstrated experience with Agency Management Systems, rating procedures, coverages, and industry operations to effectively manage, maintain, and write assigned clients and prospects; • Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, Publisher & Excel; • Strong attention to detail and time management abilities; • Strong ability to multi-task and assign priority; • Ability to work effectively and efficiently both with and without direct supervision; • Ability to work effectively and efficiently in a team environment as well as independently; • Strong interpersonal communication skills, both written and oral EDUCATION and/or EXPERIENCE: • High school diploma or G.E.D. equivalent required. College degree or equivalent experience required; • Ten or more years experience in mid-size brokerage or carrier working on middle-market accounts One year of direct supervisory experience required. • Must have working knowledge of a variety of Microsoft Office computer software applications to include word processing, spreadsheets, database, and presentation software. • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands. • Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. CERTIFICATES, LICENSES, REGISTRATIONS: State Property & Casualty License required; Valid Driver's License required. COMPENSATION: The national average salary for this role is $150,000.00 - $200,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Come join our team! There are many reasons why EPIC Insurance Brokers & Consultants has become one of the fastest-growing firms in the insurance industry. Fueled and driven by capable, committed people who share common beliefs and values and “bring it” every day, EPIC is always looking for people who have “the right stuff” - people who know what they want and aren't afraid to make it happen. Headquartered in San Francisco and founded in 2007, our company has over 3,000 employees nationwide. With locations spread out across the U.S., our local market knowledge and industry expertise helps support our clients' regional and global needs. We have grown very quickly since our founding, and we continue to see growth and success thanks to our hard-working and growth-minded employees. Our core values are: Owner mindset, Inspire trust, Think big, and Drive results. If these values and growth align with what you're looking for in your next career? Then consider joining our amazing team! WHY EPIC: EPIC has over 60 offices and 3,000 employees nationwide - and we're growing! It's a great time to join the team and be a part of this growth. We offer: Generous Paid Time off Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave Generous employee referral bonus program of $1,500 per hired referral Employee recognition programs for demonstrating EPIC's values plus additional employee recognition awards and programs (and trips!) Employee Resource Groups: Women's Coalition, EPIC Veterans Group Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development Unique benefits such as Pet Insurance, Cancer Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC! EPIC Gives Back - Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation We're in the top 10 of property/casualty agencies according to “Insurance Journal” To learn more about EPIC, visit our Careers Page: ************************************************ EPIC embraces diversity in all its various forms-whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. California Applicants - View your privacy rights at: ******************************************************************************************* #LI-LL1 #LI-Remote

Job Details Entry Columbus, OH Full Time 4 Year Degree Up to 50% Nonprofit - Social ServicesDescription Transitional Living Coordinator The Transitional Living Coordinator will provide services and assistance to the youths who are reaching the age of leaving the program. To ensure the youth in the agency custody, over the age of 14, will be able to succeed outside of the program. This position will hold a range of responsibilities varying from employment assistance, financial management, and education assistance. The position requires strong interpersonal skills to be able to connect and create meaningful relationships with the youth(s) being serviced. Compensation- $48,000 Working at NYAP • Generous Time off: 22 Days of Paid Time Off + 11 Paid Holidays, Half Day Friday's during the summer! • Health and Wellness: Comprehensive healthcare packages for you and your family; Paid Parental leave • Professional Growth: CEU's, ongoing training/education, student loan repayment program, and supervision hours • And So Much More: 401K and 401K Matching flexible hours, mileage reimbursement, phone allowance Responsibilities The Transitional Living Coordinator will perform duties including, but not limited to: Perform a Life Skills Assessment. Develop and Review an Independent Living Plan. Provide Post Emancipation Services for the youth(s). Meet with youth and supervisor(s) weekly. Arrange and lead Family Team Meetings. Attend monthly case conferences with supervisor(s) to discuss youth(s) progress. Provide Independent Living Services including, but not limited to: Academic and Post-Secondary Educational Support, including College Prep. Employment Programs/Vocational Training. Budget and Financial Management, including assisting in establishing banking accounts and reviewing credit reports. Housing and Home Management Training. Health Education and Risk Prevention. Family Support and Health Marriage Education. Mentoring/Supervised Independent Living. Room and Board Financial Assistance. Performs other duties as requested. MINIMUM QUALIFICATIONS Bachelor's Degree required 2 years' experience in working with youth and families preferred. Proficient use of desktop and laptop computers, smart phones and tablets, printers, fax machines and photocopiers as well as software including word processing, spreadsheet and database programs. Driving and Vehicle Requirements Valid driver's license Reliable personal transportation Good driving record Minimum automobile insurance coverage of $100,000/$300,000 bodily injury liability Apply today! www.nyap.org/employment Benefits listed are for eligible employees as outlined by our benefit policy. Qualifications An Equal Opportunity Employer, including disability/veterans.

Job description - Account Executive ClearOne Advantage is a fast-growing company that is aggressively hiring due to increased business. We are always improving our marketing, culture and technology to provide our employees with the best work atmosphere and our customers with excellent customer service. COA's proprietary software is tailored to our industry and allows the client to receive the best service possible. If you are looking to work in a team environment, a place where you are more a name than a number, where you interact with leadership daily, then please send your resume for review! Perks: Strong culture supported by actively engaged ownership and leadership. Casual and fun work environment Room for advancement Fully Remote Opportunity 80 Hours of New Hire training PTO WE HELP PEOPLE IN DEBT FIND A CLEAR PATH TO FINANCIAL STABILITY •We treat clients with empathy and respect •We are honest and build trust •We deliver quality with urgency •We learn and improve every day •We are humble About You: You're a positive, motivated person seeking an opportunity with huge financial and career growth potential. You connect quickly with others, enjoy building relationships, appreciate variety in the work you do and the pure pleasure of helping people. Why You? Goal Oriented - You have a sense of urgency in completing your assigned tasks Multitasking - You like working with multiple people with differing needs Competitive - You like to WIN! Persuasive - You can quickly engage strangers to align their need with our products/services Empathetic - You connect quickly to the needs of others and can adapt your presentation to match. Why You'll love it here: Base wage (very competitive) UNCAPPED commissions paid monthly (top producers making over six figures)! INCENTIVES - gamification, contests in a casual and fun working environment Employee development, coaching and training The Industries best marketing/leads - NO cold calling! Work-life balance with a 40-hour work week…and WFH eligibility! What you'll be doing: Review Financial statements and credit reports to determine eligibility of clients Receiving inbound calls and applications from potential clients through a variety of marketing resources Assisting customers by gathering information on their financial situation and presenting possible solutions, including enrollment into our program Provide customers with accurate information regarding their financial analysis Maintaining a consultative relationship with the customer throughout the process You will gain expertise in alignment of clients' needs with the benefits of our program and how we accelerate their path to financial independence Execute orders using the company's central database and computer system Are you Qualified? (We hope so!) 3 years of continuous inside sales experience preferred Lending experience preferred but not required Commissioned sales experience - who wants more than a base wage! Track record of success and top-ranking sales performance Maintain and build relationships with new and existing customers Review potential opportunities and develop sales strategies for each customer account Track record of maintaining, prospecting, and developing an account base Achieved BA/BS degree or equivalent (not required) ClearOne Advantage's mission is to help people in debt find a clear path to financial stability. ClearOne Advantage has grown to almost 600 employees serving customers coast to coast. In 2019, The Baltimore Sun named ClearOne Advantage a 2019 Top Workplace, and our executive team took home the “Exemplary Leadership” award for their tireless commitment to growing and supporting our stellar team. The Baltimore Business Journal also recognized ClearOne Advantage as a “Best Place to Work” finalist. We are equally passionate about our internal employee experience as we are with our external clients! Clear One Advantage provides equal employment opportunity to all employees and job seekers without regard to race, color, religion, national origin, sex, age, disability, pregnancy, sexual orientation, gender identity, genetic information, veteran status, or any other protected characteristic under federal, state or local laws.

The following states/districts are excluded from this job ad: AK, CA, CO, CT, DC, HI, IL, LA, MA, MN, MO, NE, NV, NH, NJ, NM, NY, ND, OR, PR, RI, VT, WA, WY We are seeking a skilled Scrum Master to guide our teams in delivering high-quality solutions through effective Agile practices. If you're passionate about enabling others to do their best work and enjoy bringing clarity and structure to complex initiatives, we'd love to have your expertise to lead the Agile journey supporting the Department of Veteran Affairs. Position Description: The Scrum Master will coach a development team and focus on sprint goals using scrum principles and concepts to ensure a project is successfully progressing. This role supports the Department of Veterans Affairs. Minimum/General Experience: 4 years of scrum master experience Minimum Education: Bachelor's degree in computer science, information technology, or related field; SAFe Scrum Master Certification (SSM) Essential Skills/Qualifications: Above average knowledge of Scrum techniques and artifacts (e.g., definition of done, user stories, automated testing, backlog refinement) Above average ability to communicate technical ideas in a non-technical way Above average ability to facilitate discussion and decision making Knowledge of techniques used to fill in the intentional gaps left in the Scrum approach (e.g., Burndown charts, various Retrospective formats, handling bugs) Knowledge of Agile frameworks and techniques (e.g., Scaled Agile Framework (SAFe), Kanban, Acceptance Test-Driven Development (ATDD), Test-Driven Development (TDD), continuous integration, continuous testing, pairing, Agile games) Knowledge of software development and the software development lifecycle (SDLC) Experience with project and issue tracking tools (e.g., Atlassian Jira) Experience with Microsoft (MS) Teams online collaboration tools Excellent verbal and written communication skills Excellent organizational skills Experience with problem-solving and conflict-resolution skills Experience supporting a federal government department Experience supporting the Department of Veterans Affairs (preferred) General Physical Requirements needed to perform the essential functions of this job may vary based on the location of the assignment. Assignment Location - Remote Sedentary Work - Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Typing, communicating, repetitive motions. Close visual acuity to prepare and analyze data, view computer monitors and read. May need to view presentation screens and other visual aids in a virtual setting. Inside environmental conditions with protection from outside elements. Security: Ability to obtain/maintain a Federal Civilian Public Trust U.S. Citizenship or Permanent Resident that has lived in the United States for at least 3 years Federal Civilian Public Trust Consists of a review of up to but not limited to: Covers 10 year period and in some instances lifetime events OPM Security Investigations Index (SII) DOD Defense Central Investigations Index (DCII) National Agency Check (NAC) records FBI name check FBI fingerprint check Credit report check Written inquiries to previous employers and references listed on the application for employment Potential interviews with the subject, spouse, neighbors, supervisor, coworkers Law enforcement check Court records check Education check- Attendance and Degrees Acceptable Credentials Tasks/activities include, but are not limited to: Assists software development teams to apply the Scrum framework Educates teams on refining and maintaining the product backlog Plans out deliverables and helps teams monitor performance Resolves issues that hinder the teams' work Manages each project's scope and timeline Coordinates sprints, retrospective meetings, and daily stand-ups Facilitates internal communication and effective collaboration Utilizes project and issue tracking tools (e.g., Atlassian Jira) Utilizes the Scaled Agile Framework (SAFe) Compensation & Benefits: The annual projected pay range for this position is $82,128 - $97,844 with consideration being given to various factors including but not limited to qualifications, experience, job responsibilities, and geographic location. Oxley Enterprises, Inc. offers a full array of benefits including: Medical, dental, vision and prescription drug coverage for you and your family. Life Insurance, short-term disability and long-term disability paid for by the Company. Supplemental coverages including Accident, Critical Illness, and Hospital. Additional Life insurance coverage for you and your dependents. 401k plan with various options to select based on your retirement goals. Oxley Enterprises , Inc. is a certified service-disabled veteran-owned (SDVOSB), economic disadvantaged woman-owned (EDWOSB), Small Business Administration Certified 8(a), and small disadvantaged business (SDB) that has 25 years of experience building and delivering quality IT systems and programs. Oxley is ranked in the INC 5000 7 times (2016, 2017, 2018, 2021, 2023, 2024, 2025). Oxley is a 2019 - 2025 Department of Labor HIRE Vets Medallion Award Winner. Oxley is Virginia Values Veterans certified. All qualified applicants will receive consideration for employment without regard to any status protected by applicable federal, state, or local law. If you require a reasonable accommodation to apply for a position at Oxley Enterprises, Inc., please send an email to our Human Resources Department at: **************************** with the following information: Subject Line: Accommodation Request Provide a description of your accommodation request Include your contact information: Full name, Email address, Best number to reach you (optional) We participate in the E-Verify program. ***************************

Upstart is the leading AI lending marketplace partnering with banks and credit unions to expand access to affordable credit. By leveraging Upstart's AI marketplace, Upstart-powered banks and credit unions can have higher approval rates and lower loss rates across races, ages, and genders, while simultaneously delivering the exceptional digital-first lending experience their customers demand. More than 80% of borrowers are approved instantly, with zero documentation to upload. Upstart is a digital-first company, which means that most Upstarters live and work anywhere in the United States. However, we also have offices in San Mateo, California; Columbus, Ohio; Austin, Texas; and New York City, NY (opening Summer 2026). Most Upstarters join us because they connect with our mission of enabling access to effortless credit based on true risk. If you are energized by the impact you can make at Upstart, we'd love to hear from you! The Team: Upstart's Disputes team is responsible for managing all aspects of the customer dispute process. This includes handling direct and indirect credit bureau disputes. The team ensures compliance with all regulatory requirements, maintains service level agreements (SLAs), and delivers high-quality, timely resolutions for every customer interaction. As the Operations Manager, Credit Bureau Disputes at Upstart, you will lead a high-performing team responsible for managing all incoming disputes and related claims. You'll oversee daily operations, guide the team through complex workflows, and partner cross-functionally to enhance efficiency, maintain compliance, and improve the customer experience. You will play a pivotal role in ensuring Upstart upholds its commitment to accuracy, fairness, and timeliness in all dispute-related matters. How you'll make an impact Lead and manage the day-to-day operations of the Disputes team, supporting a group of 10 specialists. Lead and execute credit bureau reporting disputes investigations, ensuring accuracy, FCRA compliance, and timely resolution (Metro 2, ACDV/QC workflows). Own end-to-end process improvement initiatives within the disputes function-identifying gaps, driving root-cause analysis, implementing solutions, and measuring impact. Act as the primary escalation point for complex or sensitive disputes, ensuring timely and compliant resolution. Oversee and streamline workflows for credit disputes to meet internal and regulatory SLAs. Collaborate cross-functionally with Product, Compliance, Legal, Credit Reporting, and Customer Operations teams to align on process, policies and escalations. Monitor Quality assurance metrics and provide coaching, feedback, and professional development to team members to foster growth and engagement. Track and analyze dispute trends to identify root causes, mitigate risks, and inform process or policy updates. Ensure adherence to Fair Credit Reporting Act (FCRA). Minimum Qualifications Deep expertise in credit bureau disputes (FCRA compliance, Metro 2 reporting accuracy, furnisher investigations). This is not a transaction dispute role (Debit/ACH/credit card), nor does it involve loan servicing or collections dispute workflows 4+ years of experience in operations, credit disputes, or consumer lending environments. Minimum of 4 years experience in an operations management role, including at least 2 years focused exclusively managing and leading a dispute and fraud operations team. Strong understanding of FCRA, SCRA, and identity theft claim handling requirements. Proven track record of meeting SLAs and driving performance through metrics and process improvement. Demonstrated success in revamping and leading a fraud or identity theft investigations team, including implementation of process improvements that resulted in measurable gains in efficiency and risk reduction. Extensive experience with various identity theft typologies (e.g., synthetic ID, account takeover, new account fraud). Expertise in fraud claim validation best practices. Bachelor's degree in Business, Finance, Operations Management, or a related field, or equivalent practical experience. Preferred Qualifications Experience working in fintech, banking, or a credit reporting environment. e-Oscar expertise and managing indirect disputes received from the credit reporting agencies. Skilled in process optimization, workflow automation, and root cause analysis. Knowledge of credit reporting systems and dispute management tools. Ability to interpret and apply regulatory requirements to operational processes. Excellent written and verbal communication skills with the ability to communicate complex information clearly. Demonstrated ability to lead through change and foster a culture of accountability and continuous improvement. Position location This role is available in the following locations: Remote. Time zone requirements The team operates on the East/West coast time zones. Travel requirements As a digital first company, the majority of your work can be accomplished remotely. The majority of our employees can live and work anywhere in the U.S but are encouraged to to still spend high quality time in-person collaborating via regular onsites. The in-person sessions' cadence varies depending on the team and role; most teams meet once or twice per quarter for 2-4 consecutive days at a time. What you'll love: Competitive Compensation (base + bonus & equity) Comprehensive medical, dental, and vision coverage with Health Savings Account contributions from Upstart 401(k) with 100% company match up to $4,500 and immediate vesting and after-tax savings Employee Stock Purchase Plan (ESPP) Life and disability insurance Generous holiday, vacation, sick and safety leave Supportive parental, family care, and military leave programs Annual wellness, technology & ergonomic reimbursement programs Social activities including team events and onsites, all-company updates, employee resource groups (ERGs), and other interest groups such as book clubs, fitness, investing, and volunteering Catered lunches + snacks & drinks when working in offices #LI-REMOTE #LI-Associate At Upstart, your base pay is one part of your total compensation package. The anticipated base salary for this position is expected to be within the below range. Your actual base pay will depend on your geographic location-with our “digital first” philosophy, Upstart uses compensation regions that vary depending on location. Individual pay is also determined by job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific salary range for your preferred location during the hiring process. In addition, Upstart provides employees with target bonuses, equity compensation, and generous benefits packages (including medical, dental, vision, and 401k). United States | Remote - Anticipated Base Salary Range$75,900-$105,000 USD Upstart is a proud Equal Opportunity Employer. We are dedicated to ensuring that underrepresented classes receive better access to affordable credit, and are just as committed to embracing diversity and inclusion in our hiring practices. We celebrate all cultures, backgrounds, perspectives, and experiences, and know that we can only become better together. If you require reasonable accommodation in completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please email candidate_accommodations@upstart.com ************************************************

In order to continually provide our members with the highest level of service, Affinity FCU is seeking results oriented and service focused individuals to join our digital contact center team. Selected candidates MUST be able to work the following shifts: M-F 8am-4:30pm, 9am-5:30pm, 9:30am-6pm or 10:30am - 7pm with Saturday availability required at least twice per month: 9am-1pm and 1-5pm shifts. 100% remote candidates who meet the requirements are eligible to apply and will be considered. The starting salary range for a new hire in this role is $48k to $50k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. Call Center specialists provide our credit union members with knowledgeable, prompt, accurate and courteous service, while also showing empathy and genuine care for their financial well-being. Responsibilities include communicating with members via digital channels to discuss their individual financial needs, effectively handle inbound calls, seek solutions to problems, identify needs based sales opportunities, and develop long term financial relationships with our members. Requirements: * Minimum of two years of experience in a customer service capacity, high volume call center experience strongly preferred. * Prior banking experience is preferred. * Prior CRM experience is preferred, but not required. * Qualified candidates must possess excellent communication, interpersonal organizational and problem solving skills. Must be positive, patient and customer focused at all times. The ability to multi-task is essential in this role. * Bilingual, Spanish-speaking helpful, but not required. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/ dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. Affinity employees are also eligible for discounts on products and services and earn paid time off for volunteering. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability, or sexual orientation. Explore career opportunities with Affinity and belong to something better. Please scroll down and read the Applicant Statement in its entirety. Applicant Statement I promise that all information I have supplied in this application and any other form, oral or written, is true and accurate, and I agree that any misstated, misleading, omitted, or false information will result in rejection of this application form, refusal to hire, withdrawal of an offer of employment, or immediate discharge without recourse, whenever and however discovered. I understand and agree that Affinity Federal Credit Union, any agent acting on its behalf, as well as any other person responding to a reference request pursuant to this application, can and will seek and/or disclose any and all information about me which said corporation, agent, or person may have. I specifically authorize said disclosure and agree to hold all such corporations, agents, or persons harmless. I understand and agree to the fact that Affinity Federal Credit Union maintains a drug-free workplace and that I will be required to undergo a drug urine screening check. I understand and agree to the fact that Affinity will also conduct a criminal history background and credit report check. I understand and agree that said pre-employment checks are designed to ascertain my suitability for employment. I specifically authorize said disclosure of this confidential information and agree to hold Affinity Federal Credit Union, its agents, managers, officers, and employees harmless from any and all liability in connection with the pre-employment screening/testing. Additionally, I agree to comply with all request for additional testing of any type and at anytime during my employment at Affinity Federal Credit Union. I understand that all employment offers are made contingent upon satisfactory proof of legal authorization to work in the United States according to the law. I understand that failure to provide satisfactory proof of identity and authorization to work in the United States will disqualify me from employment. If hired, I agree to abide by the terms and conditions of all Affinity Federal Credit Union policies and procedures. I understand I will not be employed, or my employment will be terminated, if I am or have been convicted of a criminal offense involving dishonesty, breach of trust or money laundering, or if I admit, plead guilty or nolo contender, or have to such an offense or if I agree or have agreed to enter into a pretrial diversion or similar program in connection with a prosecution such an offense. I understand and agree that my employment will be at will and that I or Affinity Federal Credit Union may terminate this employment relationship at any time, with or without notice, for any or no reason, without recourse by either of us. I also understand that oral representations to the contrary do not change the fact that both the Company and I maintain free to end the work relationship for any or no reason. I further understand that any changes in this employment relationship must be made in writing. I acknowledge that at anytime during my employment with Affinity Federal Credit Union, the hours and/or days that I am expected to work may be changed to accommodate the needs of the business. In addition, I am also expected to work at various Affinity Federal Credit Union locations. I acknowledge that I have been advised that Affinity Federal Credit Union is an Equal Opportunity Employer and that Affinity Federal Credit Union administers its employment policies in a nondiscriminatory manner. I specifically authorize Affinity Federal Credit Union to investigate my background, including any and all references, and prior employers, consistent with the position for which I am applying, and release and hold Affinity Federal Credit Union harmless for any and all liabilities arising out of its investigation of my application for employment. I authorize the Company, in its sole discretion, to supply my employment record to any prospective employer, government agency, or other party with an interest that the company deems appropriate. I understand that this application is not a contract of employment. If you agree to this disclaimer, you authorize the Company to process the application in accordance with the Company's established hiring practices. By completing this online application for employment opportunities at Affinity Federal Credit Union, I acknowledge reading, understanding and agreement of the Applicant Statement. Keywords: Call center, banking, customer service, member service, contact center.

At Northland, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success. Summary of the Job: Northland Capital Markets is seeking a highly motivated Equity Research Associate to join our expanding research team. This role is ideal for candidates with strong analytical skills, a passion for the public markets, and a desire to develop deep sector expertise while supporting senior analysts who cover a wide range of companies across the stock market. About This Role: Financial Modeling & Valuation: Build and maintain detailed financial models, including full three statement forecasts, DCF analyses, comparable company analyses, scenario modeling, and KPI tracking. • Research & Industry Analysis: Conduct primary and secondary research on covered companies, competitive landscapes, regulatory developments, and broader industry trends. Monitor daily news flow and assess the impact on investment theses. • Report Writing & Publishing: Draft and refine research reports such as earnings previews/reviews, industry notes, initiation reports, and company updates. Ensure all written work is clear, concise, data driven, and compliant with internal and regulatory standards. • Earnings & Event Preparation: Support the preparation for earnings cycles, management meetings, conferences, and investor events. Analyze quarterly results and identify key drivers, risks, and catalysts. • Data Analysis & Channel Checks: Gather and interpret data from filings, transcripts, industry sources, proprietary datasets, and fieldwork. Distill complex information into actionable insights for internal and external audiences. • Client & Corporate Interaction: Participate in calls and meetings with company management teams and institutional investors. Assist senior analysts with client inquiries and the communication of research views. • Operational & Compliance Support: Maintain research databases, models, and internal reference materials with a high degree of accuracy. Adhere to all FINRA/SEC regulations and firm compliance requirements. The Ideal Candidate for This Role: • Strong financial modeling, accounting, and valuation foundation, with advanced Microsoft Office (Excel, Word, PowerPoint) proficiency . • Exceptional writing, communication, and analytical skills with meticulous attention to detail. • Ability to multi-task and manage multiple deadlines in a fast-paced environment. • Demonstrated intellectual curiosity and capacity to quickly learn new industries and business models. • Prior experience in equity research, investment banking, consulting, or corporate finance is preferred but not required Candidates must possess unrestricted work authorization and not require future sponsorship. Work Environment: It is anticipated that the incumbent in this role will work remotely, offering you the freedom to contribute to our mission from wherever you work best, without compromising on career growth or connection to our team. Regardless of your location, you'll be fully integrated into our team through robust digital collaboration tools and regular communication. The incumbent can work remotely from any of the states listed on the job posting, though occasional travel may be required for in-person meetings. Please note, work location is subject to change based on business needs. Compensation and Benefits Overview: We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs: Medical, Dental, Vision Insurance 401k, With Matching Contributions Time Off Programs Health Savings Account (HSA)/Dependent Care Employee Banking Growth Opportunities Tuition Assistance Short-Term/Long-Term Disability Insurance Learn more about our benefits here: *************************************** To obtain compensation and benefit information related to this specific role, e-mail First National at *****************. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message. Job number: R-20251730 Registration Requirement: This position requires Financial Industry Regulatory Authority (FINRA) registration. Qualification requirements include meeting applicable financial industry responsibility, regulatory requirements, credit fitness and criminal background standards. Successful candidates must meet ongoing regulatory requirements including acceptable background investigation, credit report and fingerprinting results. Equal Opportunity & Belonging: We believe that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey. Learn more here. Northland is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity. Click here to download 'EEO is The Law' Self-Print Poster Click here to download 'EEO is The Law' Supplement for Federal Contractors Click here to download 'EEO is The Law' GINA Supplement Northland is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC Northland follows federal law regarding the use of marijuana (this applies to all non-California applicants) Application Deadline: All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

With over 25 years of experience, JMAC Lending has established itself as a leader in the industry. We pride ourselves on our innovative products, outstanding service, and unwavering commitment to supporting our partners in growing their businesses. Our culture revolves around surpassing conventional market options, positioning us as the preferred lender for our clients. Our team boasts impressive credentials and participates in ongoing education to blend knowledge with experience seamlessly. Built on a foundation of the highest ethical standards, our company excels in delivering competitive product pricing for wholesale and correspondent lending to our valued clients. The Opportunity: The Conventional Underwriter will evaluate and analyze residential loan applications in line with investor, agency, and internal standards. Scrutinize loan documentation for accuracy and completeness to ensure compliance with eligibility criteria, thereby reducing the potential for risk or loss for the company. Must also collaborate effectively with wholesale brokers, Account Executives, and Operations personnel. All while delivering exceptional customer service through clear communication and close attention to detail. This is a Full-Time/Remote opportunity offering competitive pay ranging from $77,000 to $92,000 annually plus bonus. Key Responsibilities: Conduct a meticulous and precise examination of all loan documents, including the AUS decision report, credit report, various income sources including complex personal and business tax returns, assets, preliminary title report, appraisal, purchase agreement, escrow instructions, occupancy verification, and checks for red flags and potential fraud. Enter data into DU/LP systems and execute the final AUS assessment. Uphold the quality and production benchmarks established by management. Review underwriter files and resolve conditions on loans with exceptional attention to detail and an urgent approach for the benefit of our customers. Accurately input loan data and decisions into the current operating system. Scrutinize transaction matrices and both internal and investor overlays to guarantee adherence to investor guidelines. Implement and uphold fraud detection methods. Solicit additional information/documentation as needed and identify risk factors that may undermine the overall quality of the loan file. Assist in resolving any pre-funding or post-purchase loan discrepancies by collaborating with the post-closing department to address any unresolved conditions or issues. Communicate loan decisions clearly, either verbally or via email, in a professional and constructive manner to foster strong working relationships with coworkers and customers. Maintain regular communication with brokers and sales personnel to ensure prompt responses to inquiries while exemplifying exceptional customer service skills. Requirements Candidate should possess recent underwriting experience with a variety of Conventional loan products for at least 2 years and should be up-to-date with all the latest guidelines, policies, and procedures. The ability to juggle multiple tasks in a dynamic, fast-paced environment while ensuring the highest quality standards is essential. In-depth understanding of all FNMA/FHLMC and investor guidelines is required. Exceptional attention to detail, strong organizational skills, and excellent communication abilities are crucial. Outstanding verbal and written communication skills are necessary to articulate complex issues clearly and gather insights from a diverse audience. Benefits Comprehensive Health Care Plan (including Medical, Dental, & Vision) Life Insurance Options (Basic, Voluntary & Accidental Death & Dismemberment) Generous Paid Time Off (for Vacation & Holidays) Secure Retirement Plan plus matching (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Access to Wellness Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.

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 Non-QM Income Specialist is responsible for the first level of qualification for any borrower seeking a loan through CrossCountry Mortgage LLC. This position will review completed loan applications and documentation from the Loan Originator and pre-qualify all applicants according to published guidelines. The Income Specialist will alert the LO and support staff to potential problems in a loan. Once a loan is pre-qualified, the Income Specialist is responsible for the assessment of qualification. This position operates within Mountain and Pacific time zone working hours to support the Pacific region. Job Responsibilities: Perform an in-depth review of at least 75 proposed transactions per month. Reference a wide variety of income and asset documentation when assessing a loan application; determine borrower income based upon lending guidelines. Evaluate a purchase contract and determine borrower's income, assets, liabilities, and obligations from the following document types: Income documentation including, but not limited to, paystubs, 1040's, 1120's,1065's, W-2's, 1099's, K-1's, social security, disability, and annuities. Checking accounts, savings accounts, mutual funds, IRA's, 401k's, insurance plans, stock and bond portfolios. Credit report and supporting documentation as it pertains to bankruptcy, foreclosure, short sale, public records, and depth of credit. Obtain and review required loan documentation to assess whether the loan conforms with published guidelines. Acquire borrower and third party documentation through clear and concise communication for Conventional, FHA, VA, purchase and refinance transactions in a manner that is consistent with all company policies and procedures as well as all regulatory requirements. Perform credit report analysis. Communicate calculations employed to pre-qualify the applicant and impart all essential information on assessment and analysis utilized. Understand and utilize debt-to-income ratio analysis. Provide excellent customer service by effectively communicating and cooperating with all internal and external customers. Maintain up to date knowledge of and ensure compliance with changes in published guidelines, policies, and procedures, standards and regulations applicable to the company and the mortgage industry. Qualifications and Skills: Bachelor's degree in business, finance, or relevant field, preferred. NMLS License under the S.A.F.E. Act of 2008, preferred. A minimum of 5 years' experience as a Loan Processor, Loan Officer, or Underwriter in the mortgage industry. Proficient in Encompass, AllRegs, Desktop Underwriter, Loan Product Advisor, LoanBeam and industry standard income worksheets for self-employed applicants and wage earners. Knowledge of conventional and government lending guidelines and the ability to apply such guidelines to unique loan scenarios. Excellent problem solving skills. Excellent communication skills. Integrity in handling highly sensitive and confidential information. 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: Base Pay: $28.00-35.00 Bonus: Eligible for per file bonus incentive 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 ***************************

Description Company Overview:Lean Tech is a rapidly expanding organization situated in Medellín, Colombia. We pride ourselves on possessing one of the most influential networks within software development and IT services for the entertainment, financial, and logistics sectors. Our corporate projections offer many opportunities for professionals to elevate their careers and experience substantial growth. Joining our team means engaging with expansive engineering teams across Latin America and the United States, contributing to cutting-edge developments in multiple industries. Position Title: Mid Level Credit Bureau Reporting AnalystLocation: Remote (LATAM) What you will be doing:We are seeking an experienced Analyst to support and augment an existing nearshore team, enabling smooth transitions into upcoming projects while ensuring operational continuity and data integrity within credit reporting processes. The Analyst will monitor daily credit bureau reporting, proactively identify and resolve data discrepancies, and implement minor logic adjustments within data processing workflows.The ideal candidate will have strong SQL skills and hands-on experience with batch data workflows, investigating and troubleshooting reporting issues, performing rigorous data validation against source systems, and ensuring compliance with regulatory requirements such as FCRA, as well as industry standards including Metro 2 format and bureau-specific file structures (Experian, Equifax, TransUnion).This role requires a detail-oriented individual with a strong operations and monitoring mindset, capable of exercising independent judgment to resolve complex reporting errors in a risk- and compliance-focused environment. The Analyst will play a critical role in delivering accurate and timely credit data, supporting the organization's commitment to regulatory compliance and data quality. Proactively monitor daily credit bureau reporting processes, identifying and escalating any deviations, anomalies, or system failures to ensure continuous operational integrity. Conduct thorough investigations and troubleshoot complex data discrepancies and exceptions within credit bureau reports, leveraging advanced SQL for record validation and issue diagnosis, alongside familiarity with batch processing tools. Execute comprehensive data validation against source systems and regulatory requirements, including the Fair Credit Reporting Act (FCRA), while ensuring strict adherence to Metro 2 format standards and compliance rules for major credit bureaus such as Experian, Equifax, and TransUnion. Implement minor logic adjustments within data processing workflows, utilizing a strong understanding of SQL and database structures, to effectively correct reporting errors and enhance data accuracy. Collaborate effectively with internal teams, including operations and compliance, to resolve complex reporting issues and ensure the timely and accurate submission of credit bureau data. Maintain precise and up-to-date documentation for all reporting processes, troubleshooting methodologies, and implement logic changes to facilitate knowledge transfer and operational continuity. Requirements & QualificationsTo excel in this role, you should possess: 5 years of experience in financial services or consumer lending operations. Advanced proficiency in SQL for complex record validation, issue troubleshooting, and implementing minor logic adjustments within data processing workflows. Intermediate practical experience with ETL or batch data processing workflows, with familiarity in tools such as Informatica, Talend, or SSIS. Direct exposure to Metro 2 format and reporting standards, demonstrating practical working knowledge of compliance rules. Familiarity with the file structures and compliance rules of major credit bureaus, including Experian, Equifax, and TransUnion. Intermediate understanding of FCRA requirements and their critical application in ensuring accurate credit reporting. Proven ability to monitor daily credit bureau reporting processes, identify deviations, and troubleshoot data discrepancies effectively. Strong analytical and problem-solving capabilities, with the judgment to resolve reporting errors and ensure data accuracy. Detail-oriented approach, comfortable operating in a highly regulated and compliance-focused environment. Experience in performing data validation against source systems and regulatory requirements. Nice to have: Experience collaborating with internal or cross-functional teams to resolve complex reporting issues. Demonstrated ability to maintain clear and comprehensive documentation for reporting processes, troubleshooting steps, and logic changes. A proactive mindset for identifying potential reporting anomalies and contributing to process improvements. Soft Skills: Strong written and verbal English skills; able to document and present to technical and non-technical stakeholders. Analytical Problem-Solving & Judgment. Proactive & Independent Work Ethic. Excellent problem-solving and analytical skills. Demonstrates a willingness to learn and grow. Highly motivated to build upon existing work and set new benchmarks. Takes responsibility and drives projects forward with a strong sense of accountability. Why you will love Lean Tech: Join a powerful tech workforce and help us change the world through technology. Professional development opportunities with international customers. Collaborative work environment. Career path and mentorship programs that will lead to new levels. Join Lean Tech and contribute to shaping the data landscape within a dynamic and growing organization. Your skills will be honed, and your contributions will be vital to our continued success. Lean Tech is an equal-opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Our experts are seeking an unwearied as well as detail-oriented individual to become the following Administrative Aide to our Editor-in-Chief, for 16 weeks. Our visually-driven publication is actually committed to posting exclusive job interviews with the most prolific and also renowned contemporary art photographers and performers. Advantages: Prized possession extensive and also hands-on adventure responsible for journal publications Institution credit report Recommendation letter upon conclusion Become part of an exciting and also prominent network of a freelance photographers and also musicians Tasks Capability to work cooperatively and properly along with others Trouble handling to improve business efficiency Great communication as well as writing capabilities, Expert and also polite via email or phone Manage schedule for Editor in Chief Opening, sorting, and distributing incoming correspondence Work as part of a team along with article writers, photographers, cartoonists as well as advertising and marketing professionals Obtain university commendation Requirements Should possess accessibility 3 times a week, essentially 24 hr per week, for a lowest of 4 months Extremely coordinated and personable Excellent interaction, syntax, as well as opportunity administration capabilities Skillful in Microsoft Workplace and Google.com Travel Pliable Expertise in Digital Photography and/or Great Arts is actually advised Please note that this is actually an overdue remote job. Job Kind: Part Time, Unpaid Teaching Fellowship, University Praise Task Style: Administration Work Kind: Unpaid Internship/College Credit Scores

ParalegalEmployment Type: Full-Time, Entry LevelDepartment: Legal As a CGS Paralegal, you will work under the direction of a Supervisory Paralegal or Project Supervisor. You will provide litigation and administrative support to a group of United States Attorneys. CGS brings motivated, highly skilled, and creative people together to solve the government's most dynamic problems with cutting-edge technology. To carry out our mission, we are seeking candidates who are excited to contribute to government innovation, appreciate collaboration, and can anticipate the needs of others. Here at CGS, we offer an environment in which our employees feel supported, and we encourage professional growth through various learning opportunities. Skills and attributes for success:- Collects court ordered restitutions and fines of criminal and civil defendants.- Drafts legal documents, and files legal documents using the Electronic Court Filing system (ECF),- Prepares garnishments, liens, and other legal process documents for collection.- Sends demand letters, files liens, run credit reports, prepares and submits subpoenas.- Manages and tracks collection activity in an internal database.- Communicates with and coordinates collection activity with AUSAs in the Monetary Penalties Unit (MPU).- Completes fact research in public information databases and other research databases to gather information and identify assets.- Prepares legal documents using templates, such as motions, memoranda, subpoenas, correspondence, discovery documents and other similar documents and forms.- Prepares all recurring legal documents in conformance with rules governing their style and format.- Performs routine document center support functions, such as photocopying, delivering items, assembling notebooks, including pulling file copies of documents, tabbing binders, numbering, binding, labeling, re[1]filing documents and shelving, packing boxes and preparing them for shipment, bate stamping, retrieving case materials, completing log sheet, answer phones, logging messages, and faxing information.- Provides trial preparation assistance to AUSAs by independently compiling trial notebooks, preparing jury instructions, drafting witness, and exhibit lists.- Opening new case files, closing case files, organizing case files, and record material for disposition or storage.- Maintains calendar of active cases and assigned AUSAs by scheduling appointments, interviews, conferences, providing reminders of commitments and court appearances.- Assist AUSAs in producing discovery to defense council.- Maintains, manages, and organizes case material utilizing software, including databases, spreadsheets, and word processing applications.- Sorts incoming mail and prepares outgoing mail including packaging boxes for shipment.- Filing pleadings using the Electronic Court Filing system (ECF).- Produces a variety of written documents using templates ad materials utilizing a range of office software applications.- Completes all aspects of travel in accordance with Federal Travel Regulations (FTR) and Department of Justice (DOJ) policies, including traveling arrangements, submitting authorizations, completing vouchers, and submitting local mileage claims.- Sorts incoming mail and prepares outgoing mail including packaging boxes for shipment. Qualifications:- Requires paralegal certificate, JD, or currently attending an ABA-accredited law school, having completed at least one year of study.- One year of legal training or legal experience or at least two years of college education may be substituted for the paralegal certificate.- Additionally, at least one year of litigation paralegal experience or project experience (as related to the task order) is required; trial experience very helpful.- Automated litigation support experience valued. Must have basic legal knowledge, including knowledge of standard legal citation to cite check legal motions and memorandum and must have sufficient experience with legal research tools such as LEXIS and Westlaw to perform basic legal research.- Requires excellent written and oral communication skills, thorough knowledge and hands-on familiarity with a variety of computer applications, including word processing, databases (such as document review and file management systems), spreadsheets, imaging, and hardware systems.- Role also requires basic familiarity with ESI tools and knowledge of eDiscovery procedures and resources.- Ability to consistently deliver highest quality work under extreme pressure will be very important. Our commitment:Contact Government Services (CGS) strives to simplify and enhance government bureaucracy through the optimization of human, technical, and financial resources. We combine cutting-edge technology with world-class personnel to deliver customized solutions that fit our client's specific needs. We are committed to solving the most challenging and dynamic problems. For the past seven years, we've been growing our government contracting portfolio, and along the way, we've created valuable partnerships by demonstrating a commitment to honesty, professionalism, and quality work. Here at CGS we value honesty through hard work and self-awareness, professionalism in all we do, and to deliver the best quality to our consumers mending those relations for years to come. We care about our employees. Therefore, we offer a comprehensive benefits package.- Health, Dental, and Vision- Life Insurance- 401k- Flexible Spending Account (Health, Dependent Care, and Commuter)- Paid Time Off and Observance of State/Federal Holidays Contact Government Services, LLC is an Equal Opportunity Employer. Applicants will be considered without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Join our team and become part of meaningful government innovation! Explore additional job opportunities with CGS on our Job Board:************************************* For more information about CGS please visit: ************************** or contact:Email: ******************* #CJ

Introduction Established in 1912, Bank of China is one of the largest banks in the world, with over $3 trillion in assets and a footprint that spans more than 60 countries and regions. Our long-term outlook, institutional weight and global breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities, Financial Institutions and Global Markets lines of business. Overview This position provides loan business, prepares loan analysis and loan recommendation to meet objectives set by the Branch Manager. Responsibilities Business Development: Originate and underwrite residential mortgage loans and maintain relationship with customers. Meet business objectives in the loan operation set by the department head and Branch Manager. Assist customer service representatives to originate new residential loan, Refinance and Modification Program. Credit Control: Handle loan business according to all bank policies and procedures, KYC Due Diligence requirements. Monitoring KRI and reporting criticized loan if applicable. Compliance: Update Residential Mortgage Lending Procedure as needed. Work on CFPB Consumer Metrics impacted by COVID-19 on monthly basis. Work on Compliance and Regulatory reports as needed to LCD periodically. Consumer Compliance Risk Assessment. Work and coordinate with BSA on Monthly Compliance Reporting. Inform customers of regulatory compliance requirement. Coordinate with external and internal examination to ensure business safety and soundness. Operation and Post-Lending Customer Service: Communicate with OSD and follow up with customers on tax, insurance, annual escrow disclosure statement, year-end escrow statement, escrow account or other post lending questions or issues due to Work from Home impacted by COVID-19. Report necessary documents or reports to Head Office. Work with ORD and QCU on third party vendor review and attend ORC meeting. Work with vendors of Ellie Mae and Equifax to meet Bank's operational risk requirement. Participate in loan business activities to ensure the loan operation is safety and soundness. Help to answer and resolve customer complaints and inquires. Seek unusual and irregular activities and, if any, reports to supervisor, BSA Officer and Branch Manager. Assist to complete distribution of all consumer lending disclosures, review completeness of loan application, arrange appraiser to appraise the value of properties and order credit report, review of appraisal report and credit report, prepare Credit Recommendation Report and commitment letter after loan approval. Arrangement of closing and the preparation of closing documents. Scan loan documentation to Laserfiche. Attend necessary business related trainings. Strictly comply with the BOC Global customer service standard & BOCNY performance evaluation. Qualifications Bachelor's degree required; major in Accounting, Finance, Economics or equivalent fields preferred Minumum 2 years of Residential lending experience required NMLS Certification is required Demonstrate knowledge in Credit Underwriting, Personal loan process, and Consumer compliance Bilingual ability in English and Mandarin required Pay Range USD $42,000.00 - USD $90,000.00 /Yr.

JobID: 210679098 JobSchedule: Full time JobShift: Base Pay/Salary: Washington,DC $99,750.00-$165,000.00 Supporting the success of government entities means supporting the communities they serve. In this key role, you will help drive strategies that enhance our impact and growth, ensuring our commitment to both institutional and community success As the Business Development Manager supporting the Government Banking segment, you will develop, support, and manage regional and national community opportunities for government entities. You will be a key player in the Community & Business Development (CBD) organization and your role will be to support field management by implementing strategies that enhance our impact and growth. Reporting to the Head of Business Development and Growth, you will work closely with CBD leadership, One Chase, JPMC partners, and other functional groups. You must be able to work independently, influence leadership, coach behaviors, and manage your workload efficiently. Job Responsibilities * Support JPMorganChase's mission to be the bank for all, the easiest to do business with, and trusted in our communities. * Manage 5-15 regional/national relationships within the Government Banking segment with the ability to pivot to support other vertical segments as needed including Higher Education, Healthcare, Non-profit, and Middle Market. * Connect stakeholders to firm resources, including One JPMC partners and local Community Managers. * Acting as a subject matter expert for Divisional Directors, Community Directors, and JPMC partners, the role will be responsible for key initiatives such as market entry activation and assessing current relationships and identifying opportunities to deepen involvement by collaborating with Government Bankers. * Create an engagement plan with standardized offerings; align resources and goals with partners and entities and regularly monitor and report progress. * Partner with local One Chase to offer Financial Health Workshops to employees of government entities. * Recommend solutions to deliver on strategic opportunities for CBD employees and One Chase partners. * Scale business development function, leading to standardized best practices and added value for LOB partners. Required qualifications, skills and capabilities * Minimum of 7 years of business development within the government sector. * Ability to connect business results to behaviors and influence leadership. * Passionate, authentic, bold, and a team player. * Executive presence with strong presentation and communication skills and ability to create executive-level summaries. * Expert knowledge of Chase ecosystem and experience in coaching behaviors. * Self-motivated with a proven track record of delivering results. * Ability to travel up to 75%. Dodd Frank and SAFE Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position will require National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:********************************************************************* In addition to the NMLS/TILA screening requirements, this role will be required to comply with JPMC Employment and Engagement of Minors Standard. In accordance with this standard, an annual enhanced criminal screening will be required.

Personnel Security Specialist II (PSS) - Adjudicator "Fully Remote in the US" About Us: Do you want to make a difference? Do you want to join a diverse team supporting a unifying mission? PSI is always looking to enhance its staff with professional, talented individuals. PSI is willing to sponsor candidates for Top Secret Clearance (for specific jobs that require it) Culture PSI's success is driven by our motto "People First, Mission Always." We put people first, and this starts with our team members. We treat everyone on our diverse team with respect, and we work hard to ensure everyone's success by providing leadership, training, mentorship, and development opportunities. Our competitive benefits and culture of integrity, professionalism, and excellence attracts top talent in the industry. Missions Together with our federal partners, PSI is engaged in protecting critical assets by investigating and adjudicating personnel for secure and sensitive programs, protecting the resiliency of the Nation's essential infrastructure, and supporting the safe placement of unaccompanied refugee minors. We support the mission of our customers through trusted partnerships and by creating tailored solutions that meet their needs and overcome the challenges created by the ever-evolving landscape. Workforce Diversity PSI has achieved and maintains one of the most diverse workforces in the country. 56% of our workforce is ethnically diverse and 53% of our workforce are women. This extends to our leadership team as well. 56% of our leadership team is ethnically diverse and 50% of our leadership team are women. At PSI, we do not talk about doing the right thing, we just do it. About the role: This individual supports the Office of Security Services, Personnel Security Operations Branch providing administrative and technical support for a staff engaged in personnel security and suitability operations and assuring the implementation and compliance with security and suitability programs, policies, and requirements. In addition, this position is responsible for first-level adjudicative recommendations on both interim and final decisions, as well as quality review of work products of lower-level specialists and assistants. Responsibilities: Validates the need for investigation by conducting a check of the OPM CVS. Establishes, reviews, and monitors background investigation accounts, and information in the DCSA NBIS eApp system. Identifies where reciprocity may be accepted in processing based on PERSEC community and client policies. Initiates background investigations at the correct tier based on the risk/sensitivity level of the position in the DCSA NBIS eApp system. Creates security and/or suitability files for applicants or contractors; organizes records; maintains files; and collates documents in support of the client background investigation process. Utilizes the GSA USAccess system to sponsor individuals for HSPD-12 PIV credentials to grant logical and physical access to client facilities and allow enrollment of fingerprints for criminal history records checks. Subject to review by client personnel, and pursuant to protocols and processes approved by client personnel, the individual's specific duties are as follows: Conducts pre-employment inquiries as necessary to resolve issues. Contacts other personnel security operations and documents the reason for a "please call" designation in CVS. Conducts status checks on background investigations utilizing the automated OPM Personnel Investigations Processing System (PIPS). Assists in training staff. Reviews the entire case file and makes a suitability/fitness recommendation based on the criteria found in the OPM Suitability Processing Handbook. Reviews all required documentation to ensure they are complete and accurate and that the information in all documents and case papers, hard copy or electronic, meets OPM standards for case scheduling. Conducts telephone and written inquiries in accordance with the Privacy Act of 1974. Conducts Subject contact in accordance with the Privacy Act of 1974 and obtains written statements when required. Conducts post-investigation follow-up necessary for issue resolution and adjudication. Utilizes case management systems to document adjudicative recommendations as appropriate. Completes adjudicative recommendations within established time frames. Drafts correspondence in the form of Letters of Interrogatory, Adjudicative Worksheets, and Notices of Proposed Action. Conducts inventory and quality checks on pending Report of Investigation (ROI). Reports results of adjudication as required by client internal policy. Must have applied knowledge of GSA PIV card processing system, USAccess. Must have applied knowledge of Trusted Workforce. Qualifications/Requirements: A minimum of two years of experience in adjudication rendering suitability and fitness recommendations on behalf of the Federal Government. Have successfully completed formal training in suitability adjudications towards adjudicator certification in compliance with National Training Standards established by OPM. Conducted first and second level and/or quality review of others making suitability or fitness recommendations. Experience conducting and interpreting database checks and credit reports. Three to four years of experience providing professional and competent customer service, working with customers by phone, by email, and in person. Ability to pay strict attention to detail to ensure data errors are minimized. Ability to apply analytical security processes and procedures with assigned tasks in a timely manner or as requested. Ability to perform and adapt in a high tempo, fast paced and fluid security environment. Experienced in the adjudication of complex and multi-issue cases. Proficiency with MS Office Suite applications including Word, Excel, Outlook and PowerPoint. Demonstrated ability to effectively communicate both orally and in writing to elicit detailed information from a variety of sources necessary to evaluate an individual's conduct and character. Demonstrated practical knowledge of commonly applied personnel security and suitability principles, concepts, and methodologies in carrying out a variety of support assignments. Ability and willingness to learn the basic functions and operations of all systems associated with personnel security processing. Must possess and demonstrate an applied knowledge of utilizing the General Services Administration USAccess system to sponsor individuals for HSPD-12 PIV credentials to grant logical and physical access to client facilities and allow enrollment of fingerprints for criminal history records checks. Must possess a favorably adjudicated background investigation completed within the last five years at the BI, Tier 4 level or SSBI, Tier 5 level; and be able to maintain the favorable result throughout employment on the contract. Company Benefits/Perks: Medical HSA + HRA Goodrx Telemedicine Dental Benefits Vision Benefits Basic and Voluntary Life and Ad&D Disability Products Employee Assistance Program 401(K) Retirement Plan Commuter Benefits Financial Advisor Tuition Assistance EEO Statement: We are an equal opportunity employer. All qualified applicants will be considered without discrimination based on race, color, religion, sex, national origin, age, disability, or protected veteran status. Employment offers will be contingent on passing a pre-employment drug screen.

The EMAC Group is a provider of mortgage recruiting services, we offer an extensive network of mortgage professionals and proven expertise developed over 20 years of experience identifying, attracting and recruiting mortgage talent for our clients. Underwriter IV Our client is a full service mortgage lender and servicer that is NMLS licensed and operates in over 20 states. They take pride in providing great service to their borrowers! Apply today to be part of this innovative and growing team! Job Description: Responsible for reviewing mortgage loan applications and rendering decisions within internal and regulatory guidelines. Location: Remote Essential Functions & Responsibilities: -Determines the adequacy of income to meet expected financial obligations. Ensures potential borrower assets meet closing requirements and are derived from acceptable sources. Examines potential borrower credit and reviews the manner in which obligations have been met and managed. Investigates derogatory applicant credit. -Review appraisals and ensure determined values are well documented, risks are appropriate and meet all guidelines of the applicable loan type. Reviews appraisal comparables. Sets conditions for property inspections if repairs are needed. -Evaluates and assesses the collateral and capacity of mortgage loans. -Approves or rejects loan application or requests additional information. Records loan rejection, specifying investor and company guidelines and basis for declining application. -Completes all underwriting functions in accordance with various program requirements, company standards, and related legal and regulatory requirements. Maintains knowledge of underwriting requirements and policies, as well as investor and governmental guidelines. Stays informed of modifications and updates in software applications. -Confirms documentation, reports and files are complete and accurate. Certifies that all lending conditions have been satisfactorily met prior to closing. Keeps management informed of area activities of any significant problems and provides suggestions for improvements in underwriting policies and procedures. -Performs other job related duties as assigned. Knowledge and Skills: Experience Five+ years of experience in mortgage underwriting.**FHA DE, VA SAR, and VA LAPP designations required.** Education (1) A two year college degree or (2) Completion of a specialized course of study at a business or trade school or (3) Completion of a specialized and extensive in-house training or apprenticeship program. Interpersonal Skills Courtesy, customer service, and tact are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. Other Skills -Full understanding of FHA, VA and conventional underwriting requirements-Working knowledge of financial statements, credit reports, tax returns and appraisals.-Knowledge of lending programs, policies, procedures, and standards -Posses sound judgement-Ability to communicate clearly and effectively, both verbally and in writing. -Decision making/analysis skills Accountability and organizational skills-Solid time management skills to set priorities and meet deadlines -Ability to work independently Attention to detail-Proficient in Microsoft Excel, Outlook and general PC applications Additional Information Please contact Tabitha Wolf at or cell: ************ or ************

WHAT WE DO: LoanMart provides fast, professional assistance to financially stressed or credit-challenged borrowers. Our place in the community was built over twenty-five years, growing from a family-owned single-store front in Van Nuys into the largest auto title lender in California. SUMMARY The Internal Auditor supports the General Counsel in executing the annual Audit Plan by planning, conducting, and reporting on audit engagements. Key responsibilities include risk assessment, control evaluation, and report preparation. The Internal Auditor identifies control weaknesses, communicates findings objectively to management, and ensures audits are completed on time and in accordance with the General Counsel's specifications. This role requires comprehensive knowledge of financial services operations and regulatory compliance in lending, collections, and marketing. Preferred experience includes secured consumer lending, banking, and compliance auditing. The ability to manage multiple concurrent audits is essential. The Internal Auditor evaluates and reports on compliance with company policies and applicable state and federal regulations, including but not limited to: Fair Credit Reporting Act (FCRA) Fair Debt Collection Practices Act (FDCPA) Regulation B (Equal Credit Opportunity Act) Regulation Z (Truth in Lending Act) Bank Secrecy Act / USA PATRIOT Act, Anti-Money Laundering (AML), KYC and CIP Programs. RESPONSIBILITIES Develops and coordinates internal audit activities under the direction of the General Counsel; communicates complex concepts clearly in writing and verbally. Interacts effectively with all levels of the organization, demonstrating confidence, professionalism, and diplomacy. Plans and executes risk-based audits, performs walkthroughs, evaluates controls, and documents findings in accordance with departmental standards. Drafts concise audit reports addressing key risks, issues, and root causes. Communicates audit results clearly, demonstrating strong analytical, writing, and documentation skills. Maintains current knowledge of lending operations and compliance requirements. Assists in developing and training the compliance team's auditing capabilities as directed by the General Counsel. Travels to the Van Nuys, CA office for initial onboarding (approximately one week) and periodically thereafter as needed. Demonstrates integrity, accountability, and alignment with company values. Adheres to policies, meets deadlines, and supports company goals. Performs other related duties as assigned. REQUIREMENTS This is a full-time, remote position open to U.S.-based applicants. Initial onboarding at our corporate headquarters in Los Angeles, California, is required for one week. Ongoing travel may be required approximately six times per year, for one-week intervals. Bachelor's degree in Accounting, Finance, Business Administration, or other related fields. 5+ years of internal audit experience in a U.S.-based bank, preferably with experience in bank sponsorship/fintech partnerships. Strong background in auditing within the financial services industry. Ability to maintain a high level of confidentiality, organization, independence, and time management. Proficiency in Microsoft Word, Excel, and PowerPoint. Strong quantitative skills, including the ability to calculate interest, rates, and percentages. Excellent verbal, written, and interpersonal communication skills, with the ability to train and lead others. Professional certification (CPA, CIA, CISA, CFE, or CBA) or an advanced degree is preferred. Strong technical skills with experience in SQL or similar database management tools (preferred). MORE ABOUT THE COMPANY: Employees enjoy a work environment that rewards performance and celebrates accomplishments. We do not tie up good ideas in a bureaucratic maze; good ideas come from everywhere and we want our employees to speak up and be recognized. Career advancement is a matter of turning an idea into an objective. If you're driven and meet the qualifications above, we want to hear from you. To learn more about the loans we market and service, visit our websites at **************************** and **************************** Fair Chance Ordinance: Applicants with criminal convictions will be considered for employment in accordance with applicant city and state ordinances including but not limited to the Los Angeles City and County Fair Chance Ordinances, California Fair Chance Act, and any and all other laws and ordinances applicable to the background check process, applicant, and position. California Applicant Privacy Notice: The California Applicant Privacy Notice ("Applicant Privacy Notice") describes the types of personal information that we may collect about our California job applicants through Wheels Financial Group, LLC's online recruitment system and careers pages which link to this Applicant Privacy Notice (collectively, the "Recruitment System") and how it may be used. Click this link to review the entire policy. ******************************************************** - ******************************************************** .

Objective : Provide members and potential members with personalized lending financial solutions, striving to save each person money on each and every loan portfolio review. Minimum Qualifications: High School diploma or equivalent required Minimum three years similar or related experience required Proven decision making skills Excellent telephone communication skills Professional interpersonal skills Excellent internal and external service skills Proven relationship builder Demonstrate ability to be self-directed and show initiative Ability to handle multiple duties Ability to adapt to change and work well under pressure Demonstrates ability to meet established sales goals Experience using various software programs Possess strong analytical skills Possess knowledge of Credit Union products and services preferred Willingness to work additional hours as needed Loan underwriting skills preferred but not necessary Working Hours: Scheduled between the hours of: Monday - Friday 8:30am - 8:00pm Flexible schedule based on operational needs Saturdays are an option - this position will develop into a remote “work from home” opportunity, we need to reach members on evenings and weekends. Relationship Solutions Optimize discussion with member to wow them with an awesome Clearview experience! Relay value of member to Clearview and our commitment for discovering savings in a professional, friendly and trustworthy manner Display excellent communication skills in ascertaining the members' needs, desires and concerns, along with matching those with what are beneficial Clearview products and services Develop relationship with member utilizing servant attitude and actions Loan Solutions Utilize credit report, member profile, auto approval lists to develop solutions to present to member, Identifying opportunities and develop cross sells with minimal information at onset Actively participate in auto recapture program, instant loan approval cross sells, Financial Check UP (review) opportunities, Indirect relationship sales and mining missed cross sell opportunities to make sure the member is being given all the solutions possible Possess and demonstrate strong ability to convey the value of our loan products/types Product Solutions Provide solutions to members to protect their loans with LDP, GAP and warranty products Promote Direct Deposit into a Clearview checking account to strengthen relationships Encourage members to utilize electronic means of banking for convenience and ease Corporate Solutions Contribute to profitability of Clearview FCU directly, by growing share of wallet as it relates to lending products Meet goals as set forth by management in providing lending solutions

The Client Services Support & Coach is a dynamic position that is the first point of contact for clients contacting Balance for financial coaching, housing counseling, or network member contacting the CA DFPI Student Loan Network, and provides financial coaching, as needed. This position requires a meticulous individual who can multi-task and interact engagingly with callers. ESSENTIAL DUTIES AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each of the essential duties listed below. Reasonable accommodation may be provided to enable individuals with disabilities to perform essential functions. Phone Queues (Student Loan, Financial Coaching and Housing) Provides frontline triage services. Coordinate the intake and referral services for student loan borrowers. Promptly answers incoming calls and emails from clients and network members and determines the nature of the problem or question to establish a course of action. Participate in training and professional development opportunities related to student loan and financial counseling best practices and industry trends. Administrative Schedule appointments for clients, confirm daily appointments, and reschedule appointments as necessary Follow the Phone Status Policy and remain available to respond to inbound and outbound call inquiries to answer questions, troubleshoot problems, provide information, deliver immediate counseling, and schedule appointments as needed. Conduct outbound calls the purpose of follow-up and/or outreach Collect, track and report required data and input call and session notes for every client and interaction using the client management database Financial Coaching Provide one-on-one financial coaching sessions to assess needs and develop specific strategies to empower individuals to resolve financial problems, meet financial goals, and improving their overall well-being; Provide valuable information to clients about credit and debt issues, credit reports, housing issues, identity theft, money management, financial planning and retirement, student loans, bankruptcy, collections, consumer protection laws, court judgments, transitioning to safe and affordable banking, and wage garnishments; Assist clients in creating a personalized action plan with the purpose of supporting and motivating clients towards achieving financial goals; Provide continuing education, guidance, and resources to empower clients to successfully accomplish their established plans including resolving immediate problems and changing behaviors; and Provide confidential referrals to appropriate, vetted non-profit organizations using our national online database (Ex. Food banks, public benefits, state bar). Knowledge, Skills, and Abilities The requirements listed below are representative of the knowledge, skills, and/or abilities required: CUSTOMER SERVICE - Manages difficult or emotional customer situations; Responds promptly to customer needs; Responds to requests for service and assistance; Meets commitments. INTERPERSONAL SKILLS - Demonstrates empathy, focuses on solving conflict, not blaming or shaming; Maintains confidentiality; Listens to others without interruption; Keeps emotions under control. ORAL COMMUNICATION - Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions. WRITTEN COMMUNICATION - Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; can read and interpret written information. TEAMWORK - Balances team and individual responsibilities; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts team success above own interests. ETHICS - Treats people with respect; Keeps commitments; Works ethically and with integrity; Upholds organizational values. ORGANIZATIONAL SUPPORT - Follows policies and procedures; Completes administrative tasks correctly and on time; supports organization's goals and values; Values and respects diversity. PLANNING/ORGANIZING - Prioritizes and plans work activities; Uses time efficiently. PROFESSIONALISM - Tactfully approaches others; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments. ADAPTABILITY - Adapts to changes in the work environment; Able to deal with frequent change, delays, or unexpected events. ATTENDANCE/PUNCTUALITY - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time. DEPENDABILITY - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Completes tasks on time or notifies appropriate person with an alternate plan. INITIATIVE - Volunteers readily; Undertakes self-development activities; Asks for and offers help when needed. Interested in ongoing learning opportunities. LANGUAGE - Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to author reports and business correspondence. Effectively present information and respond to questions from groups of managers, clients, customers, and the general public. REASONING ABILITY - Ability to solve practical problems and deal with various concrete variables in situations with limited standardization. Ability to interpret various instructions furnished in written, oral, diagram, or schedule form. COMPUTER - Knowledge of spreadsheets, word processing, and Internet research software. Proficiency in Microsoft Office Applications (Word, Excel, Access, Outlook, etc...). Education and Experience An associate degree is required, but a bachelor's degree is preferred. A financial counseling certification is preferred (AFCP, NACC, CFP. One to two years of related experience and/or training (EAP, financial services, counseling, case management, banking, credit, and collection); or an equivalent combination of education and experience is preferred. Other Skills Bi-lingual capabilities preferred Physical Demands While performing the duties of this job, the employee is regularly required to sit and talk or hear, communicate confidently over the telephone and in person with a keyboard and mouse, and view and read a computer monitor. Work Environment This is a remote position; the employee must have a private, quiet space where they can execute their responsibilities.