Welcome to Layton Mortgage, where your financial dreams and career aspirations come to life. We're not just another mortgage company; we're a community of professionals committed to making a meaningful impact on your life journey. Whether you're looking to secure your dream home or advance your career in the mortgage industry, we offer an unparalleled experience that goes beyond transactions.

For our valued clients, we provide a seamless, personalized mortgage process that puts you in control. Our extensive range of loan products, from conventional to specialized programs, ensures that we have the perfect solution for your unique needs. We pride ourselves on offering exceptionally attractive rates and closing costs, so you can achieve homeownership without compromise. Our dedicated team of experts is here to guide you every step of the way, ensuring a smooth and stress-free experience.

For those considering joining our team, Layton Mortgage is a place where your skills and passion are nurtured. We offer a supportive environment that encourages innovation and growth. Our unique mentorship programs and state-of-the-art technology empower you to excel in your role and make a real difference in people's lives. We're not just offering jobs; we're offering careers that come with the opportunity to transform the mortgage industry and, more importantly, people's lives.

At Layton Mortgage, we believe in the power of community, integrity, and excellence. We're here to help you achieve your goals and realize your full potential. Come experience the Layton Mortgage difference and be a part of something truly extraordinary.

As an Equal Housing Lender and Equal Opportunity Employer, we are committed to providing equal access and opportunities to all.





MNLS#1922806

Industry: Financial Services
Company Size: 11-50 employees

Layton Mortgage

Savvy Admin PROD

We're on the lookout for self-generating Mortgage Loan Officers to join our vibrant team at Layton Mortgage!

Now Hiring In:

· Alabama

· California

· Colorado

· Florida

· Idaho

· Kansas

· Kentucky

· Michigan

· Minnesota

· Missouri

· Ohio

· Oklahoma

· Oregon

· Pennsylvania

· South Carolina

· Tennessee

· Texas

· Utah-DRE

· Washington

· Wisconsin

What We’re Looking For:

· Self-generating professionals with a proven ability to generate their own business.

· Excellent communication and customer service skills.

· A keen understanding of the mortgage industry and market trends.

Responsibilities:

· Building and maintaining relationships with clients.

· Assessing client needs and recommending suitable mortgage products.

· Staying informed about market trends and regulatory changes.

Why Layton Mortgage?

· Cloud-Based Platform: Our platform allows you to originate loans and operate from anywhere with an internet connection or Wi-Fi, offering true flexibility.

· Work Remotely: Enjoy the flexibility of 100% virtual work from anywhere.

· Close Loans Fast: Our loan processing is fast, responsive, and attentive, ensuring your loan files close quickly.

· Full Product Offerings: Provide clients with a wide range of mortgage products.

· Leads Available: Access to potential leads to grow your business.

· Razor-Sharp Interest Rates: Offer your customers peace of mind with our competitive, razor-sharp interest rates each time you originate a loan.

· Industry-Leading Compensation: Our compensation plan is not only rewarding but also leads the mortgage industry, ensuring you are rewarded for your efforts and for those on your team.

· Unique Team Building Opportunity: Introduce others to the company and earn compensation three levels deep, with support and regular education on how to build your team effectively.

Our Mission: At Layton Mortgage, our mission is to provide a platform that empowers our loan officers to be successful, make more money, and achieve a better work-life balance . If you're tired of losing deals, decreased production, and a low comp plan, this is the opportunity for you!

Revolutionize Your Career with Our Compensation Plan: For more information on our revolutionary compensation plan, visit this site and register to watch a career game-changing 3 videos to fully understand our industry-leading and game-changing compensation plan.

Qualifications and Skills:

· Licensing: Mortgage Loan Officers must be licensed in at least one of the following states — Texas (TX), California (CA), Florida (FL), or Idaho (ID) — and be in good standing with the NMLS.

· States Covered: We currently operate or are hiring in the following states: Alabama, California, Colorado, Florida, Idaho, Kansas, Kentucky, Michigan, Minnesota, Missouri, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah-DRE, Washington and Wisconsin.

· Knowledgeable: Strong knowledge of mortgage lending practices, regulations, and procedures.

· Interpersonal Skills: Excellent interpersonal and communication skills.

· Teamwork: Ability to work independently and as part of a team.

· Positive Attitude: Bring a positive attitude and strong work ethic to our team.

How to Apply or For More Information: Visit Our Website: https://lm-revshare.com/lee-ann-ciuca

We look forward to welcoming you to our team and working together to achieve unparalleled success!

Branch Manager, Mortgage Loan Officers

The mortgage and finance company that can get you approved in as little as one day. 

NMLS ID: 2611
Operating as Guaranteed Rate, Inc. in New York.
Guaranteed Rate, Inc. D/B/A Rate; NMLS #2611; For licensing information visit www.nmlsconsumeraccess.org

www.rate.com/licensing • AZ: Arizona Mortgage Banker License #0907078 • CA: Licensed by the Department of Financial Protection and Innovation under the California Residential Mortgage Lending Act • GA: Residential Mortgage Licensee #20973 • NJ: Licensed by the N.J. Department of Banking and Insurance • NY: Licensed Mortgage Banker - NYS Department of Financial Services, 750 Lexington Ave. Suite 2010, New York, New York 10022, Licensed Mortgage Banker - NYS Department of Financial Services, 750 Lexington Ave. Suite 2010, New York, New York 10022. Doing business in New York as Guaranteed Rate, Inc. • RI: Rhode Island Licensed Lender • TX: www.rate.com/texas-consumers-how-to-file-complaint. CO: Regulated by the Division of Real Estate. Licensed by the New Hampshire Banking Department. OR: Licensed and Regulated by the Department of Consumer and Business Services Licensed by the Pennsylvania Department of Banking and Securities.

Industry: Financial Services
Company Size: 5,001-10,000 employees

Rate

Rate is launching an intensive Social Media Boot Camp to equip our top Loan Officers with the skills, strategies, and confidence to build a powerful digital presence that drives organic leads, strengthens referral partnerships, and accelerates production.

We’re looking for an experienced trainer to lead this program in person, coach high-performing LOs, and drive real behavior change through repetition, feedback, and accountability.

You’ll deliver a multi-session based on a proven methodology—combining live instruction, role play, and hands-on coaching. This role is focused on helping Loan Officers turn social media into a consistent, measurable source of business.

**Responsibilities: **

- Deliver a Social Media Boot Camp and follow up sessions

- Teach core principles including personal branding, content strategy, messaging, scripting, and lead generation workflows

- Lead live demos and role plays on content creation, posting cadence, outreach, and follow-up across platforms like Instagram, TikTok, and YouTube

- Conduct structured audits of participant profiles, content, and execution; provide clear, actionable feedback

- Reinforce daily habits, routines, and measurement practices that drive consistency and production

- Partner with internal teams (Training, Brand, Marketing) to coordinate sessions and capture content

- Align with key stakeholders to ensure consistency in curriculum, messaging, and compliance standards

- Track participant progress and performance; deliver post-program insights and recommendations

- Support onboarding and preparation of participating Loan Officers to maximize engagement and outcomes

**Requirements **

- 5+ years of experience in training, coaching, or L&D, ideally in mortgage, financial services, or a high-performance sales environment

- Proven experience building or coaching social media-driven business across platforms like Instagram, TikTok, and YouTube

- Strong understanding of personal branding, content strategy, and organic lead generation

- Ability to coach top performers with direct, constructive feedback that drives behavior change

- Confident, high-energy facilitator comfortable leading in-person workshops

- Strong organizational skills with experience managing multi-session programs

- Familiarity with brand and compliance considerations (mortgage experience is a plus)

**Schedule & Commitment **

- Ongoing preparation, participant audits, and follow-up

- Collaboration with internal stakeholders to refine content and improve results

If you enjoy working with high performers and know how to turn social media into real business results, this is a chance to make a real impact.

Applications are accepted for the next 30 days.

**The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources). **

To apply, please submit your resume and application via LinkedIn.

Please click to learn more about our benefit offerings for Washington State; **https://www.rate.com/careers/open-positions/disclosures **

**Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law **

Sales Trainer

With Corporate Headquarters in both San Diego, CA & Chicago, IL, our organization has a strong leadership team of seasoned mortgage professionals. We offer state-of-the-art technology and superior operational support, ensuring your loan process will be easy and efficient.

As one of the most trusted names in financial services for more than 100 years, our brand is known by millions who do business with Mutual of Omaha, a Fortune 500 company. We are recognized for our enduring legacy of always taking care of our customers.

Mutual of Omaha Mortgage, Inc.  NMLS #1025894.  Mutual of Omaha and its affiliates are an Equal Opportunity / Affirmative Action Employer, Minorities/Female/Disabled/Veteran. 

Legal Disclaimers: https://www.mutualmortgage.com/legal/index
For licensing information, go to: www.nmlsconsumeraccess.org 
Equal Housing Lender

For Customer Service Inquiries - Please contact Bill Sullivan at 630-432-6492

Industry: Financial Services
Company Size: 501-1,000 employees

Mutual of Omaha Mortgage

**Call Center Representative**

Location: Irvine, CA – On-site

Job Type: Full-Time

Compensation: $22/hour

**Company Overview:**

Mutual of Omaha is a Fortune 300 Company. Mutual Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.

Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works collaboratively, please review and apply for our opening below!

**Role Overview:**

At Mutual of Omaha Mortgage, we’re seeking **experienced call center sales & service professionals ** to handle a**high volume of  inbound calls **.

This role emphasizes developing new opportunities through structured outreach, prospecting, and lead qualification. The ideal candidate is a fast learner with strong communication skills, able to follow scripts, adapt in the moment, and quickly build rapport. Success in this role requires thriving in a fast-paced, growth-oriented environment and effectively engaging customers.

**Key Responsibilities: **

- Manage a high volume of warm inbound calls efficiently, with a focus on servicing, prospecting, and lead qualification.

- Conduct initial contact and follow-up to identify needs and determine customer fit

- Follow scripts verbatim for products and services, applying rebuttals as needed

- Build trust-based relationships by going above and beyond in addressing early customer concerns

- Offer service support or handle simple service questions prior to transferring to a loan officer

- Consistently meet individual and team targets for lead conversion, customer service, productivity, and quality

**What You’ll Need to Succeed: **

- 1+ years of combined experience **inbound **** **sales, call center, or phone-based customer engagement

- Excellent phone communication skills—clear, confident, and persuasive

- Strong ability to qualify leads, handle objections, and follow structured scripts

- Proven track record of proactive outreach and early-stage sales development

- Proficiency (or strong willingness to learn) Salesforce, Five9, and Yonyx

- Ability to multitask and manage time in a high-volume environment

- Growth-oriented, proactive, and aligned with early-stage sales culture

- Preferred: Background in mortgage, finance, and/or sales

**What We Offer: **

- Competitive compensation

- Robust training and ongoing coaching

- A supportive team culture committed to excellence

Join a team that’s redefining the customer experience in reverse mortgage lending. If you're ready to make an impact, grow your career, and contribute to a high-performing sales & service team, we’d love to hear from you.

~~Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: ~~

- Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.

- Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.

- 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)

- Multiple PPO Medical Plans, as well as HDHP eligible plan.

- Dental Coverage

- Vision Coverage

- Company Paid Life Insurance

- 401K with a generous employer match

- Additional Benefits including – Optional Life, FSA, Pet Insurance etc.

- Free Legal Services

- Employee Loan Program

Call Center Representative

Security National Financial Corporation and its wholly owned subsidiaries operate in three main business segments: life insurance, cemetery and mortuary, and mortgage loans. More info at www.securitynational.com.

The design and structure of our company is that each segment is related to the others, and contributes to the profitability of the whole. For example, our cemetery and mortuary operations enjoy a high level of public awareness that assists in the sales and marketing of our insurance and pre-need cemetery/funeral products. Security National Life Insurance Company in turn invests its assets in high quality mortgage loans. Thus, while each segment is a stand-alone profit center, this horizontal integration is planned to improve profitability. Our company also actively pursues growth through acquisitions of life insurance companies and mortuaries, and by expanding our mortgage operations.

Industry: Financial Services
Company Size: 501-1,000 employees

Security National Financial Corporation

**Description**

The Digital Marketing Specialist is responsible for managing and executing digital marketing operations and processes. This role involves overseeing marketing automation systems, collaborating with external vendors, and supervising the creation and distribution of digital content that promotes the SecurityNational Mortgage Company brand.

**Key Responsibilities**

- Own and manage social media execution across corporate and loan officer channels

- Lead social posting tool usage, support, and optimization to drive engagement

- Identify and implement opportunities to improve reach, engagement, and consistency across channels

- Execute updates to website content, landing pages, and blog posts within WordPress

- Support campaign launches by building and updating landing pages

- Ensure website content is accurate, compliant, and aligned with current marketing initiatives

- Partner with internal stakeholders and external vendors on larger website updates or enhancements

- Apply basic SEO best practices, including metadata, page structure, and internal linking

- Monitor website performance and flag opportunities for improvement

- Serve as a key partner to loan officers for digital marketing support and success

- Provide guidance on social media best practices, content usage, and personal branding

- Identify common field challenges and develop scalable solutions to improve adoption and effectiveness

- Partner with marketing leadership to execute campaigns across channels

- Build and support digital assets including landing pages, social content, and email components

- Ensure alignment across social, email, and web as part of campaign execution

- Contribute ideas for campaign improvements based on performance data and field feedback

- Track and analyze performance across digital channels and website activity

- Provide recommendations to improve engagement and overall effectiveness

- Identify trends and opportunities to enhance marketing impact

**Requirements**

Education and/or Work Experience Requirements:

- 2–5 years of experience in digital marketing, social media, or campaign execution

- Hands-on experience with WordPress or a similar CMS

- Understanding of basic SEO principles and website optimization

- Experience working in a sales-driven or field-supported environment

- Strong organizational and prioritization skills

- Ability to operate independently and manage multiple workstreams

- Analytical mindset with the ability to translate data into actionable insights

- Mortgage or financial services experience strongly preferred

Physical Requirements:

-  Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.

-  Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards

-  Must be able to occasionally lift and carry up to 15 lbs.

-  Must be able to talk, listen and speak clearly on telephone

-  Must be able to sit for prolonged periods at a desk, while working on a computer

Digital Marketing Specialist

We are a full-service professional services firm offering financial, operational and technology consulting and operations support. Whether you need specialized consulting services or additional support to execute key initiatives, we bring the right people and expertise together to turn business challenges into value-creation opportunities.

Industry: Business Consulting and Services
Company Size: 1,001-5,000 employees

SolomonEdwards

SolomonEdwards is partnering with a leading, nationwide mortgage lender to identify Customer Experience Specialists supporting consumer direct lending. You will act as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer.

**What You’ll Do: **

- Operate in a call center environment as a customer success advocate

- Answer high-volume inbound calls and/or texts from current customers in a timely and professional manner

- Perform routine data entry and data validation tasks with a high level of accuracy

- Handle routine calls, emails, and/or chat inquiries from internal employees, consumers, and authorized third parties

- Partner with multiple internal departments to help expedite processing and resolve issues

- Follow established procedures, scripts, and compliance guidelines

- Perform additional related duties as assigned

- Demonstrate behaviors aligned with the organization’s culture and core values

**What We’re Looking For: **

- 5+ years of call center or customer service experience preferred

- Bilingual Spanish is a plus

- General understanding of federal, state, and local mortgage regulations is a plus

- Strong verbal and written communication skills

- Effective problem-solving and negotiation skills

**Initial Compensation & Benefits (Contract Phase): **

- Pay rate**$23/hour **, plus 1.5x overtime pay over 40 hours

- Full medical, dental, and vision plans

- Short- and long-term disability, life, and accidental insurance

- FSA/HSA options, accident, hospital, and critical illness plans

- 401(k) with 4% company match

- PTO, paid holidays, and sick days (eligible upon meeting specific hours criteria)

- **This position has a consistently high, on-time conversion rate for contractors who meet performance expectations. At 800 hours (~5.5 months), our contractors are eligible to become permanent employees. **

**Benefits After Conversion to Permanent Employee: **

- **Opportunity to earn a performance incentive each quarter up to $2,500. **

- Paid time off including 11 holidays, 2–3 weeks of PTO, bereavement leave, voting time, jury duty, medical leave, and paid parental leave

- Comprehensive benefits including Medical, Dental, Vision, EAP, Tuition Reimbursement, and Vitality Health & Wellness Discounts

- 401(k) retirement plan with up to 4% employer match

- Fun and supportive company culture with location-specific perks such as casual dress, onsite amenities, and accessible leadership

- Career Growth within the company with learning development and structure upward mobility paths.

- Business Resource Groups to support career growth and networking for several affinity groups including weEMRG (Women), HOLA (Hispanic), SERVE (Military), PRIDE (LGBTQ+), BOLD (Black/African American), Asian American & Pacific Islander

- The chance to work for an Established Nationwide Industry Leader and Dedicated Mortgage Lender that is publicly traded and has a track record of performance.

**Mission and Vision: **

We are a superior consulting firm focused on helping clients achieve their dreams and address complex situations with inspired people, deep expertise, and innovative technologies. We are a perpetual career and opportunity enterprise, focused on building long-term benefits for our people and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables us to invest time and resources to bettering the communities in which we live to help those communities thrive.

**Inclusion and Diversity Statement: **

We value the contribution and wisdom of the team. At SolomonEdwardsGroup, we’ve built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners and our extended stakeholder family are empowered to share their experiences, ideas, perspectives; to be their whole selves. ~~Benefits offered - Health insurance, sick leave, 401(k) ~~

~~Salary range $23/hr W2. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. ~~

~~Benefits offered - Health insurance, sick leave, 401(k) ~~

~~SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. ~~

~~SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa ~~

~~Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: https://solomonedwards.com/careers/our-recruiter-promise/ ~~

SolomonEdwards is partnering with a leading, nationwide mortgage lender to identify Customer Experience Specialists supporting consumer direct lending. You will act as the primary consumer contact to guide a consumer through the loan origination process after the licensed discussion with a loan officer.

**What You’ll Do: **

- Operate in a call center environment as a customer success advocate

- Answer high-volume inbound calls and/or texts from current customers in a timely and professional manner

- Perform routine data entry and data validation tasks with a high level of accuracy

- Handle routine calls, emails, and/or chat inquiries from internal employees, consumers, and authorized third parties

- Partner with multiple internal departments to help expedite processing and resolve issues

- Follow established procedures, scripts, and compliance guidelines

- Perform additional related duties as assigned

- Demonstrate behaviors aligned with the organization’s culture and core values

**What We’re Looking For: **

- 5+ years of call center or customer service experience preferred

- Bilingual Spanish is a plus

- General understanding of federal, state, and local mortgage regulations is a plus

- Strong verbal and written communication skills

- Effective problem-solving and negotiation skills

**Initial Compensation & Benefits (Contract Phase): **

- Pay rate**$24/hour **, plus 1.5x overtime pay over 40 hours

- Full medical, dental, and vision plans

- Short- and long-term disability, life, and accidental insurance

- FSA/HSA options, accident, hospital, and critical illness plans

- 401(k) with 4% company match

- PTO, paid holidays, and sick days (eligible upon meeting specific hours criteria)

- **This position has a consistently high, on-time conversion rate for contractors who meet performance expectations. At 800 hours (~5.5 months), our contractors are eligible to become permanent employees. **

**Benefits After Conversion to Permanent Employee: **

- **Opportunity to earn a performance incentive each quarter up to $2,500. **

- Paid time off including 11 holidays, 2–3 weeks of PTO, bereavement leave, voting time, jury duty, medical leave, and paid parental leave

- Comprehensive benefits including Medical, Dental, Vision, EAP, Tuition Reimbursement, and Vitality Health & Wellness Discounts

- 401(k) retirement plan with up to 4% employer match

- Fun and supportive company culture with location-specific perks such as casual dress, onsite amenities, and accessible leadership

- Career Growth within the company with learning development and structure upward mobility paths.

- Business Resource Groups to support career growth and networking for several affinity groups including weEMRG (Women), HOLA (Hispanic), SERVE (Military), PRIDE (LGBTQ+), BOLD (Black/African American), Asian American & Pacific Islander

- The chance to work for an Established Nationwide Industry Leader and Dedicated Mortgage Lender that is publicly traded and has a track record of performance.

**Mission and Vision: **

We are a superior consulting firm focused on helping clients achieve their dreams and address complex situations with inspired people, deep expertise, and innovative technologies. We are a perpetual career and opportunity enterprise, focused on building long-term benefits for our people and communities. We create collaborative and supportive relationships with our people, clients and communities. Our success enables us to invest time and resources to bettering the communities in which we live to help those communities thrive.

**Inclusion and Diversity Statement: **

We value the contribution and wisdom of the team. At SolomonEdwardsGroup, we’ve built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners and our extended stakeholder family are empowered to share their experiences, ideas, perspectives; to be their whole selves. ~~Benefits offered - Health insurance, sick leave, 401(k) ~~

~~Salary range $24/hr W2. The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position. ~~

~~Benefits offered - Health insurance, sick leave, 401(k) ~~

~~SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status. ~~

~~SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here: https://solomonedwards.com/privacy-policy/#ccpa ~~

~~Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: https://solomonedwards.com/careers/our-recruiter-promise/ ~~

Dependable Mortgage Solutions

Satori Mortgage is a Minneapolis mortgage company with the experience and professionalism to make your dream of owning a home a reality. We know the lending industry inside and out and can provide dedicated mortgage solutions to suit any need and any budget. Whether you are looking to buy your first home or add to your property investment portfolio, let Satori Mortgage provide the results you need.

We offer a variety of mortgage solutions including:

Conventional (Fannie Mae / Freddie Mac)
FHA
VA
USDA
Jumbo
Portfolio/Non-QM
One-Time Close, New Construction
203k
HomeStyle Renovation

Industry Accolades

     Our CEO, David Ortega, has been ranked the #1 ranked Lender in MN according to Lender411. His ability to create mortgage solutions that work for his clients is what drives his industry success. As a team, Satori Mortgage has been awarded Minnesota's Super Mortgage Professionals for 2010, 2011, 2012, 2016, 2017, 2018 and 2019-23 by Twin Cities Business Magazine and the America's Most Honored Professionals award for 2015.

     Contact us today for a no-obligation consultation. 

CONSUMERS WISHING TO FILE A COMPLAINT AGAINST A COMPANY OR A RESIDENTIAL MORTGAGE LOAN ORIGINATOR SHOULD COMPLETE AND SEND A COMPLAINT FORM TO THE TEXAS DEPARTMENT OF SAVINGS AND MORTGAGE LENDING, 2601 NORTH LAMAR, SUITE 201, AUSTIN, TEXAS 78705. COMPLAINT FORMS AND INSTRUCTIONS MAY BE OBTAINED FROM THE DEPARTMENT’S WEBSITE AT WWW.SML.TEXAS.GOV. A TOLL-FREE CONSUMER HOTLINE IS AVAILABLE AT 1-877-276-5550.
THE DEPARTMENT MAINTAINS A RECOVERY FUND TO MAKE PAYMENTS OF CERTAIN ACTUAL OUT OF POCKET DAMAGES SUSTAINED BY BORROWERS CAUSED BY ACTS OF LICENSED RESIDENTIALMORTGAGE LOAN ORIGINATORS. A WRITTEN APPLICATION FOR REIMBURSEMENT FROM THE RECOVERY FUND MUST BE FILED WITH AND INVESTIGATED BY THE DEPARTMENT PRIOR TO THE PAYMENT OF A CLAIM. FOR MORE INFORMATION ABOUT THE RECOVERY FUND, PLEASE CONSULT THE DEPARTMENT’S WEBSITE AT WWW.SML.TEXAS.GOV

Industry: Financial Services
Company Size: 51-200 employees

Satori Mortgage (NMLS:  4190)

**Are you a proactive Real Estate Agent concerned about the shifting sands of buyer’s agent commissions?**

The recent lawsuits and settlements in the real estate industry spotlight the urgent need for adaptability and diversification. There’s never been a better time to enhance your career resilience and earning potential. We invite you to join Satori Mortgage, a forward-thinking mortgage brokerage, and embark on a journey to obtain your NMLS (Mortgage License).

As a Dually Licensed Agent, you’ll have the unique advantage of thriving in both the Real Estate and Mortgage domains, exponentially expanding your professional network and income opportunities.

**What We Offer:**

- Comprehensive Training and Support: We provide robust training programs to equip you with the essential knowledge and skills required to excel as a Mortgage Advisor alongside your Real Estate practice.

- Competitive Compensation: Enjoy multiple streams of income by serving clients in both buying houses and securing mortgage financing.

- Community of Like-minded Professionals: Be a part of an innovative community that values continuous learning, adaptation, and client-centric service.

- Cutting-edge Technology and Resources: Utilize advanced tools and resources that streamline your workflow, enabling you to provide seamless service to your clients in both realms.

- Legitimacy and Compliance: Rest easy knowing you’re operating within the legal frameworks, as our compliance team ensures adherence to all real estate and mortgage regulatory standards.

**Qualifications:**

- Active Real Estate License.

- Motivated to pursue NMLS (Mortgage License).

- Strong sales, negotiation, and communication skills

- Commitment to professional growth and delivering exceptional client service.

**Take the Bold Step Today!**

**Embrace the future of real estate and mortgage **services by becoming a Dually Licensed Agent. Transition smoothly, expand your horizons, and secure your financial future in the face of industry evolution.

**Apply now to explore this exceptional career pathway and ensure you stay ahead in the dynamic real estate market.**

This is a remote position.

Hybrid Real Estate and Mortgage Consultant

Gradient Mortgage Capital is a nationwide lender dedicated to providing financing for small balance commercial and investment residential properties. Through our creative solutions, and a skilled team of wholesale experts, we assist mortgage brokers and bankers in expanding their client base and growing their businesses by addressing the specific needs of independent real estate investors and small business owners.

Industry: Financial Services
Company Size: 11-50 employees

Gradient Mortgage Capital

**Overview**

Gradient Mortgage Capital is seeking a **Marketing Coordinator ** to support content creation, campaign execution, and day-to-day marketing operations. This role is ideal for someone early in their marketing career who is eager to grow, contribute ideas, and gain hands-on experience in a fast-paced lending environment.

The Marketing Coordinator will play a key role in developing blog content, social media posts, and marketing materials, while also supporting administrative and coordination efforts across the marketing function.

Gradient Mortgage Capital is a wholesale mortgage banking platform specializing in Small Balance Commercial Real Estate (SBCRE) and Investor Residential DSCR lending. We work directly with mortgage brokers and bankers — not consumers — to originate business-purpose loans for real estate investors nationwide.

Our financing focuses on income-producing properties such as rental portfolios, multifamily, mixed-use, and other commercial assets. Loans are primarily underwritten based on property cash flow, deal structure, and investor experience, rather than traditional owner-occupied income qualification.

**What You’ll Do**

**Content Creation & Social Media**

- Draft and publish posts for LinkedIn, Facebook, and Instagram, blog content, and email marketing campaigns

- Assist in maintaining a consistent content calendar

- Support development of educational content for DSCR and Small Balance Commercial Real Estate (SBCRE)

- Collaborate on campaign concepts, messaging, and positioning

**Marketing Execution**

- Assist with email campaign setup and deployment

- Update website content and blog posts as needed

- Help create and organize marketing collateral and sales materials

- Support webinar and event promotion

**Administrative & Coordination**

- Maintain marketing calendars, project timelines, and task tracking

- Coordinate with internal teams (sales, credit, leadership) for content inputs

- Assist with organizing assets, documents, and templates

- Support reporting and tracking of campaign performance

**What We’re Looking For**

- Bachelors degree in Marketing or Communications

- 1–3 years of experience in marketing, communications, or content creation

- Familiarity with Canva and other basic design tools

- Strong writing and editing skills (this is critical)

- Familiarity with social media platforms (especially LinkedIn)

- Highly organized with strong attention to detail

- Ability to manage multiple projects and deadlines

- Self-starter with a willingness to learn and grow

**Nice to Have**

- Experience in mortgage, real estate, or financial services

- Familiarity with Adobe Creative Suite

- Familiarity with HTML and website maintenance inside of Wordpress

- Exposure to SEO or blog content strategy

**Why Join Gradient**

- Opportunity to work closely with senior marketing leadership

- Exposure to high-growth segments like DSCR and Small Balance Commercial Real Estate (SBCRE)

- Hands-on experience across content, campaigns, and strategy

- A collaborative, fast-moving environment with room to grow

This is a remote work position.

**Disclaimer**

Gradient Mortgage Capital is an equal opportunity employer and is committed to building a diverse and inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic. We provide reasonable accommodations to qualified individuals with disabilities and for sincerely held religious beliefs.

This job description is not a contract of employment and does not list all duties of the position. Employment is at-will, and job responsibilities, compensation, and benefits may change at any time, with or without notice, subject to applicable law.

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Marketing Coordinator

Medici Associates is a one-stop advisory firm designed to help small business owners and real estate investors realize their business goals. We take a financial data-focused approach to optimize business performance and profitability.

Industry: Financial Services
Company Size: 1 employee

Ascend Real Estate Advisors LLC

**About The Company **

**Who We Are **

Ascend Real Estate Advisors LLC is a niche real estate finance and commercial mortgage brokerage firm built around a simple but powerful belief: when our clients succeed, we succeed.

We provide specialized financial advisory services to real estate investors and developers — helping them maximize portfolio values and returns in alignment with their specific investing strategies and objectives. We are not a generalist firm. We go deep, not wide, and we build relationships that last.

**Our Vision **

We are building a team of intrapreneurially minded advisors — professionals who think like owners, act with urgency, and form long-lasting relationships with their real estate investor clients. Our vision is a firm where mutual financial success is the standard: advisors who are invested in their clients’ outcomes, and clients who trust us as true partners in their financial journey.

**What We Do **

Our advisory practice is built around three core pillars that serve our real estate investor and developer clients:● Capital Sourcing & Optimization — Identifying and structuring the right capital solutions to fund acquisitions, developments, and portfolio growth

● New Acquisition & Development Financial Modeling — Delivering rigorous financial analysis and pro forma modeling to support sound investment and development decisions

● Financial Portfolio Advisory — Providing ongoing, holistic advisory to help clients manage, optimize, and grow their real estate portfolios in line with their long-term goals

If this vision resonates with you — and you have the expertise, drive, and relationship skills to bring it to life — we want to hear from you.

**About the Opportunity **

We are seeking an exceptional Real Estate Financial Advisor to serve as a key driver of client growth and deal execution. This is a high-impact, intrapreneurial role designed for a seasoned professional with a rare combination of corporate finance, commercial lending, and real estate investment expertise.

You will work at the intersection of client advisory and deal execution — building your own book of business through proactive outreach and networking, while working alongside a talented team that includes Underwriting, Client Operations, and Client Advisory. The right candidate will be as comfortable analyzing a complex CRE deal structure as they are cultivating a new client relationship or contributing to a high-performing team environment.

This role is built for someone who thrives on results — a self-starter who brings their A-game every day and wants to grow with a firm that rewards performance.

What You'll Do

**Client Advisory & Business Development **

- Build and grow your own book of business through proactive outbound efforts including cold outreach, networking, and relationship development with developers, builders, and investors, along with banks, credit unions, and other capital sources.

- Serve as a trusted financial advisor to clients navigating real estate investments, commercial lending, and development projects

- Structure and present financing solutions, investment strategies, and asset management recommendations tailored to each client's goals

- Represent the firm at industry events, conferences, and community engagements to expand market presence

**Deal Execution & Asset Management **

- Oversee and contribute to the underwriting, analysis, and structuring of commercial real estate (CRE) loan requests, development projects, and mixed-use investments.

- Review and interpret financial models, pro formas, and investment summaries prepared by the Financial Analyst

- Monitor active client portfolios and real estate assets, ensuring performance aligns with investment objectives

- Conduct and guide due diligence processes, coordinating with lenders, developers, attorneys, CPAs, and other stakeholders

**Team Collaboration & Leadership **

- Partner with a team that includes underwriting & analysis, project execution & client service, and business sourcing & lender relationships — contributing your expertise to keep deals moving and clients well-served

- Be a go-to resource and collaborative partner within the team, fostering a culture of accountability, high standards, and shared success

- Collaborate cross-functionally to ensure client deliverables are accurate, timely, and exceed expectations — owning your piece of every deal from start to close

**Technology & Innovation **

- Champion the firm's evolving use of AI-powered tools to enhance deal analysis, client communication, reporting, and workflow efficiency

- Utilize Monday.com CRM to manage client pipelines, track deal progress, and coordinate team activities

- Leverage advanced understanding of Excel modeling for financial projections, loan structuring, and investment analysis

- Continuously identify and implement emerging technologies and lending platforms that give the firm and its clients a competitive edge

**Who You Are **

You are intrapreneurial enough to build a client base from scratch, analytical enough to review & stress-test a deal model, and relationship-driven enough to earn a client's trust for life. You thrive in a small, high-performing environment where your work has direct and visible impact.

- Intrapreneurial & self-motivated — you own your results and are energized by building something

- Analytically sharp — you can evaluate complex financial structures and communicate findings clearly

- Relationship-first — you understand that trust is the foundation of every great client and team dynamic

- Adaptable & forward-thinking — you embrace new tools, especially AI, as a competitive advantage

- A strong team player with sharp instincts — you make everyone around you better without needing a title to do it

Qualifications

**Required **

- Bachelor's degree in Finance, Real Estate, Economics, Accounting, or a closely related field

- 5–7 years of professional experience spanning corporate finance, commercial lending, and real estate investment — ideally in a single role or across complementary positions

- Demonstrated track record in CRE lending, real estate development financing, or mixed- use investment advisory. Having your own direct investment experience in real estate is a plus.

- Strong understanding of financial modeling in Microsoft Excel

- Experience working directly with developers, builders, banks, or credit unions

- Proven ability to originate and develop client relationships through outbound business development

**Preferred **

- Experience using or leading adoption of AI tools in a professional finance or real estate context

- Familiarity with Monday.com or comparable CRM platforms

- Comfortable working alongside and collaborating with a small, specialized team in a fast- paced environment

- Professional certifications such as CFA, CFP, CCIM, or equivalent are a strong plus

- Graduate degree (MBA, MS Finance, MS Real Estate) is a plus but not required

**Compensation & Benefits **

- Base salary: $90,000–$110,000, commensurate with experience

- Performance-based bonus tied to book-of-business growth and deal activity

- Comprehensive health insurance

- Employer-contributed retirement plan

- Generous paid time off (PTO) and paid holidays

- Opportunity to grow your book of business and compensation alongside the firm’s success

**Why Our Firm? **

We are a small but growing firm with a big-deal mindset. You will not be a number here — you will be a cornerstone. Our team moves fast, thinks creatively, and holds ourselves to the highest standard of client service. We are actively investing in the tools and talent that will define the next generation of real estate finance advisory, and we want this person to help lead that charge.

If you are looking for a place where your expertise is respected, your hustle is rewarded, and your results speak for themselves — this is the role for you.

**How to Apply **

Please submit your resume and a brief cover letter to ~~paulo@ascendrealestateadvisors.com ~~describing your experience across corporate finance, commercial lending, and real estate investment, and what draws you to this opportunity. We review applications on a rolling basis and will contact qualified candidates promptly to schedule an introductory conversation.

~~We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or veteran status. ~~

Benefits:

- 401(k)

- 401(k) matching

- Health insurance

- Paid time off

- Professional development assistance

Real Estate Financial Advisor

We assist global remote talent in finding employment opportunities within US startups. Our vacancies span all levels - junior, middle, senior - and cover various fields ranging from engineering to analytics and sales.
Meet our team https://www.linkedin.com/company/hire5co/?viewAsMember=true

Industry: Business Consulting and Services
Company Size: 11-50 employees

Career Hire5

**About The Company**

**Gordon’s Capital Partners ****is a boutique commercial real estate and financing firm focused on sourcing and structuring funding for a wide range of projects — from residential mortgages to complex commercial deals, including fix-and-flip, redevelopment, and ground-up construction.**

**The company operates in a highly dynamic, deal-driven environment, working with multiple lenders, clients, and investment opportunities across the US market.**

**You will be working directly with the founder, Boris Radchenko, gaining hands-on exposure to real estate financing operations and deal execution.**

**About The Role**

**We are looking for a proactive and detail-oriented Personal Assistant to support a commercial mortgage broker working across real estate and financing projects in the US.**

**This role is ideal for someone who enjoys working in a fast-paced, dynamic environment and is comfortable handling multiple tasks with minimal supervision.**

**This is not a typical “calendar + inbox” assistant role.**

**You’ll be involved in real deal flow, client communication, and helping move transactions forward.**

**Who This Is a Great Fit For**

- Early-career professionals looking to grow fast

- People who enjoy structure, organization, and follow-ups

- Candidates interested in real estate / finance exposure

- Strong executors who want to become more than “just an assistant”

**Working hours**

- Part-time schedule (4h/day)

- Must have 3-4 hours overlap with EST (New York time), please check the time difference here

- Preferred working window: 10 AM - 4 PM EST

**Requirements**

- Clear communication in English (written and spoken)

- Strong attention to detail and logical thinking

- Good organizational and follow-up skills

- Comfortable working with documents (PDF, Excel, Word)

- Ability to manage multiple tasks simultaneously

- Comfortable using tools like email, spreadsheets, and messaging apps

- Russian language is a strong plus

**Key Responsibilities**

- Support day-to-day operations across multiple deals and projects

- Follow up with clients to collect required documents

- Organize and maintain files in shared folders (e.g. Google Drive)

- Prepare and structure documentation for deal processing

- Communicate with clients and partners via email and WhatsApp

- Track deal progress and ensure all steps are completed on time

- Assist with scheduling and coordination

- Gradually take on more ownership (e.g. submitting files to lenders)

**Who You Are**

- Proactive and reliable — you don’t wait for instructions

- Quick learner who can adapt and pick things up fast

- Strong common sense and problem-solving mindset

- Easy to work with and share positive attitude

- Interested in long-term growth

**Application deadline: 20 April**

**Please note that the later you apply - the more intensive your selection process will be; for example, you will have less time for the test assignment, etc.**

**Hiring process**

- Fill in the application form - attach your CV;

- Have a Zoom interview with Hire5’s Recruiter;

- Complete the test assignment;

- Have a video Zoom interview with the company’s founder;

- Get hired!

Executive assistant to the founder of Gordon’s Capital Partners (part-time, EST hours, remote)

Our genuine engagement and positive energy provide Guests an escape from their routine into our exciting fantasy world of fun, chance and possibility, where everyone has a feeling of belonging and importance.

At each location, Wind Creek not only provides a first-class experience to Guests, we’ve also built a unique company culture that supports its Team Members in remarkable ways. Everything we do is guided by a simple value system: Do it right. Be the best. Have fun.

As part of the Wind Creek Team, you will discover our Purpose and Values and how they are integrated into the Guest experience. We strive to inspire a genuineness and positive energy among our team by bringing a level of human caring into the workplace. Providing a sense of belonging and importance amongst our team will transition to our Guests and provide them with a winning experience every time they visit.

Industry: Gambling Facilities and Casinos
Company Size: 1,001-5,000 employees

Wind Creek Hospitality

**Description**

**Job Overview:**

The Main Banker must be knowledgeable in all aspects of the gaming operation and is responsible for adequately and accurately managing large currency transactions. The Main Banker must be initiative-taking, well organized and able to keep accurate records. This position reports to the Player Services Supervisor.

**Purpose:**

Our genuine engagement and positive energy provide guests with an escape from their routine into our exciting fantasy world of fun, chance, and possibility, where everyone feels a sense of belonging and importance.

**Value System:**

Our enthusiastic commitment to our purpose inspires and empowers us to do everything right, have fun, and be the best.We will be recognized fairly, elevating our levels of personal accountability, and focusing on our customers.The resulting creation of wealth will grow opportunities for all.

**Duties and Responsibilities:**

- Counts down and balances the vault at the beginning and end of the shift

- Completes and signs all associated accountability forms

- Responsible for processing jackpots

- Conducts even money exchange/transactions

- Verifies cash turn-in from other departments, several types of payouts, and cashier banks

- Maintains security and accountability of casino funds located in the Main Bank during their shift

- Receives and verifies funds brought in from Soft Count and the Bank

- Prepares bank deposits and records properly on main bank settlement sheets

- Prepares kiosk cassettes and coin bags; performs kiosk fills

- Performs scheduled preventative maintenance on a regular basis to maintain quality function, improve equipment life, and prevent downtime on all currency and coin equipment used by the Cage

- Diagnoses problems and ensures equipment is back in use quickly

- Performs player services representative duties as necessary

- Helps resolve any variances that may occur during their shift

- Provides an orderly and positive work environment

- Performs job duties following Player Services Internal Controls, policies, procedures, and gaming regulations

- Provides prompt, friendly, and courteous service to all guests in a confidential manner, and keeps the confidentiality of all gaming records

- Maintains strict adherence to the department policies and procedures, and a strong knowledge of Title 31 requirements

- Conveys a professional, friendly, and courteous manner in all interactions with guests and employees

- Other duties and responsibilities as assigned

**Job Requirements: (please ensure you meet the listed requirements prior to applying)**

- High School diploma or GED needed or currently enrolled and successfully complete a GED program within 6 months from start date as a condition of continued employment

- Must be twenty-one (21) years of age or older

- Two (2) years of high-volume cash handling- required

- Proficiency with ten key calculator –a skills test will be administered, and candidate must achieve at least 70% skills pass rate- required

- Proficient in math and color perception - a skills test will be administered, and candidate must achieve at least 70% skills pass rate- required

- Knowledge in Microsoft Word and Excel

- Technical and problem-solving skills

- Knowledgeable in all aspects of kiosk operations, preferred

- Must successfully pass job interview, including a guest service audition

- Excellent oral and written English communication skills

- Must be mature, possess the ability to maintain confidentiality, assume responsibility, work independently, and be self-motivated

- Must have the ability to make precise decisions without compromising the integrity of the company

- Must be able to lift a minimum of fifty (50) pounds

- Must be able to get along well with all levels of the organization and excel in a collaborative environment

- Must be able to walk or stand for 100% of assigned shift

- Willing to travel and take part in training as recommended or required

- Willing and able to work various hours and shifts, including nights, weekends, and holidays

- Must have an Occupational License (or the ability to obtain and keep a license) per the Illinois Gaming Act and remain in good standing with the Illinois Gaming Board as a requirement for this position

**Base Pay:**

- Pay range - $16.50 - $20.65 (The base pay will depend on factors such as experience level and skillset.)

- Voluntary full-time benefit offerings include the following - group medical, dental, vision, and life insurance as well as access to a flexible spending account (FSA) option. We also offer Employee Assistant Program (EAP), paid time off, 401K with matching, shift differential, and discretionary quarterly bonuses.

**Ready to Get Hired? StopIn and Shine!**

On-the-SpotInterviews Every Wednesday

10 AM – 12 PM

Hotel Lobby – Wind Creek Chicago Southland

17300 S Halsted St, East Hazel Crest,IL 60429

Free Parking – Just Show Up!

Main Banker

Industry: Real Estate
Company Size: 5,001-10,000 employees

Compass International Holdings

At Anywhere Real Estate our mission is clear. We are reimagining the home buying and selling journey while leading the industry into the future. Coldwell Banker Realty has an exciting opportunity for you to be a part of it!

We are looking for a Client Experience Supervisor to join our team and add value to our real estate agents experience by assisting with creating a seamless transaction process from contract to close. In this role you will lead a group of remote Client Experience Specialists who directly manage the Client Experience transaction process for the agents. This position will manage a small volume of transactions and serve as the first point of escalation for question and issues. The Supervisor will manage the performance, capacity and workflow of the team and partner with the Client Experience Manager to build the culture of the team.

This position is 100% remote.

Responsibilities:

Team Supervision: Lead a team of Client Experience Specialist to provide “best in class experience” of client experience services. This includes:

- Provide assistance with staff orientation/training

- Manage capacity and workflow of each specialist

- Coordinate and facilitate team meetings

- Prepare staff schedules; Manage vacation requests; Review and approve timecards

- Perform annual performance reviews and performance management as needed

Collaboration and Servic e: Acts as first point of escalation for questions and issues for the CES team, agents and branch leadership. This includes but is not limited to:

- Working with Regional Support and Agent Onboarding specialists to identify agents for promotion of client experience services

- Act as Liaison to branch leadership

- Be the “knowledge expert” of the contractual dates and deadlines, tasks, operational process, tools and systems

- Identify customer needs and take proactive steps to maintain positive experiences, as well as resolve customer complaints and issues in a timely and effective manner

- Work with field leadership to promote and increase agent adoption rates of service

- Collaborate closely with all agent services departments to assist with resolution of issues and proactively reduce errors

Finding a Better Way:

- Continuously evaluate procedures and seek improvements/efficiencies

- Analyze customer feedback for performance management of Client Experience Specialist team

- Work with other teams within the center to seek overall improvements for your LOC(s)

Qualifications:

- 3-5 years business experience; 1-2 years previous supervisory experience preferred.

- Prior Real Estate and customer service experience strongly preferred.

- Ability to work remotely with a sense of urgency in a fast-paced, high volume paperless environment while ensuring quality work from team members.

- Excellent verbal and written communication skills.

- A people first approach with the ability to keep the agent and consumer at the center of the transaction. Ability to coach team on providing exceptional customer service throughout the transaction process.

- Ability to learn and navigate multiple software systems with an elevated level of competency.

- Demonstrated ability to identify and resolve problems in a timely manner, gather and analyze information thoughtfully and maintain confidentiality.

- Demonstrable history of effectively collaborating with different departments and leaders.

- Adaptable, able to prioritize and manage competing demands with a willingness to try new things.

Anywhere is proud to offer a comprehensive benefits package to our employees including:

- Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D

- 401(k) savings plan with company match

- Paid Time Off to Include Holidays, Vacation Time, and Sick Time

- Paid Family & Paternity Leave

- Life Insurance

- Business Travel Accident Insurance

- All employees receive access to LinkedIn Learning

- Employee Referral Program

- Adoption Assistance Program

- Employee Assistance Program

- Health and Wellness Program and Incentives

- Employee Discounts

- Employee Resource Groups

Client Experience Supervisor - Pacific Time US Based Remote

SentiLink, the leading provider of innovative identity and risk solutions, empowers institutions and individuals to transact confidently with one another by preventing synthetic fraud, identity theft, and emerging forms of first party fraud at the point of account application. Its solutions enable these secure transactions by leveraging a deep understanding of identity and risk, and are informed by machine learning models and insights from a team of top risk analysts. SentiLink proudly serves a broad array of financial institutions, from the largest U.S. banks to leading credit unions and fintech unicorns to help stop fraud at account opening and beyond. Headquartered in San Francisco, the company was founded in 2017 by Naftali Harris and Max Blumenfeld and it has raised $85M to date from investors including Andreessen Horowitz, Craft Ventures, and NYCA Partners, among others.

Industry: Software Development
Company Size: 51-200 employees

SentiLink

SentiLink provides innovative identity and risk solutions, empowering institutions and individuals to transaction with confidence. We’re building the future of identity verification in the United States replacing a clunky, ineffective, and expensive status quo with solutions that are 10x faster, smarter, and more accurate.

We’ve seen tremendous traction and are growing extremely quickly. Our real-time APIs have helped verify hundreds of millions of identities, starting with financial services and rapidly expanding into new markets. SentiLink is backed by world-class investors including Craft Ventures, Andreessen Horowitz, NYCA, and Max Levchin.

We’ve earned recognition from TechCrunch, CNBC, Bloomberg, Forbes, Business Insider, PYMNTS, American Banker, LendIt, and have been named to the Forbes Fintech 50 list every year since 2023. Last but not least, we’ve even made history - we were the first company to go live with the eCBSV and testified before the United States House of Representatives on the future of identity.

SentiLink supports a variety of ways to work, ranging from fully remote to in-office. We operate as a digital-first company with strong collaboration across the U.S. and India. We maintain physical offices in Austin, San Francisco, New York City, Seattle, Los Angeles, and Chicago in the U.S., and in Gurugram (Delhi) and Bengaluru in India. If you’re located near one of these offices, we would love for you to spend time in the office regularly. Some roles are hybrid or in-office by design. For example, our engineering team in India works primarily from our Gurugram office.

**Role**

SentiLink hires high-caliber generalists to work on the company’s most important problems across strategy, operations, product, and go-to-market.

We are especially excited about candidates who have built things from scratch, including founders, early startup employees, or individuals who have led zero-to-one initiatives. If you’ve started or scaled something (a company, product, or meaningful project), we strongly encourage you to apply.

Rather than hiring for a single predefined role, this position is part of a shared hiring pipeline for candidates who fit a common profile: highly analytical, high-agency builders, operators, and founder-minded individuals who can drive complex, cross-functional work.

During the recruiting process, we will work with you to identify the role where you can have the greatest impact based on your strengths and interests, as well as business needs.

**Examples Of Roles You May Be Considered For Include**

- Strategy & Operations (S&O)

- Solutions Analytics (SA)

- Product & GTM roles (e.g., PGTML, GTM Engineering)

- Product Management (select roles)

- AI Process and Strategy

- Growth or Revenue Leadership

You will join the team aligned with your role and report directly into that function, with clear ownership and accountability from day one.

This approach allows us to pair exceptional candidates with the highest-impact opportunities across the company.

**Responsibilities**

Your specific responsibilities will depend on the role you are aligned to, but you will be expected to take ownership of complex, high-impact problems and drive them from definition through execution.

**Example Areas Of Ownership Include**

- Leading strategic and operational initiatives (Strategy & Operations)

- Owning key metrics, analyses, and business insights (Solutions Analytics)

- Driving product and go-to-market efforts for new initiatives (Product/PGTML/GTM Engineering)

- Managing cross-functional product development and execution (Product Management)

- Designing AI-driven workflows and operational processes (AI Process and Strategy)

- Building and scaling growth and revenue strategies (Growth/GTM)

**Requirements**

- 3-5 years work experience at a VC-backed startup, management consulting, banking or private equity firm (bonus if the role had an analytical focus), MBA a plus

- Strong analytical & communication skills, comfortable with ambiguity and context-switching, a quick learner, drives work independently

- Strong organizational skills, experience leading complex projects with limited guidance

- Enthusiastic about becoming an expert in topics related to the future of financial services, fraud & identity

- High-level communication skills and exceptional interpersonal skills

- Ability to present ideas in a clear, user-friendly way

- Attention to detail

- Technical skills: you should be a pro with Google docs, sheets & slides; proficiency with SQL and/or Python a plus

- Candidates must be legally authorized to work in the United States and must live in the United States

**Compensation**

- $130,000/year - $230,000/year + equity + benefits

~~Note: This salary range is inclusive of several career levels and roles, and the actual base salary within that range will be determined by several components including but not limited to the individual's experience, skills, and qualifications.~~

**Perks**

- Employer paid group health insurance for you and your dependents

- 401(k) plan with employer match (or equivalent for non US-based roles)

- Flexible paid time off

- Regular company-wide in-person events

- Home office stipend, and more!

**Corporate Values**

- Follow Through

- Deep Understanding

- Whatever It Takes

- Do Something Smart

Former Founder

RemoteHunter is your dedicated AI job search assistant, turning the job hunt from a slow, individual effort into a quicker, smarter, and guided experience by streamlining each step of the process and speeding up your path to the right career opportunities.

Industry: Software Development
Company Size: 11-50 employees

RemoteHunter

1. About Our Client:The organization is a global franchisor in the real estate industry, managing a portfolio of well-known brands including Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Corcoran, ERA, and Sotheby''s International Realty. It addresses challenges in the real estate market by providing integrated services such as franchise operations, brokerage, relocation, title and settlement businesses, as well as mortgage and title insurance through minority-owned joint ventures. The organization supports nearly one million home sale transactions annually and operates in over 118 countries and territories, positioning itself as a trusted advisor throughout the real estate transaction process.

2. About the Opportunity:The Rental Specialist is responsible for connecting tour and rental home finding opportunities with real estate agents. This role manages rental leads, ensures timely and professional responses, and supports customers through the rental and tour process by assessing their needs. It also facilitates communication among clients, agents, and internal teams, including accounting coordination for invoice management. The position plays a key role in maintaining high customer service standards and smooth rental transactions.

3. Responsibilities:• Oversee intake, tracking, and assignment of rental leads to agents based on availability, location, and performance metrics

• Ensure prompt, accurate, and professional responses to leads

• Maintain lead distribution systems and workflows

• Manage a caseload of rentals, coordinating placement and home finding opportunities

• Counsel customers on rental and tour processes and assess their intentions through needs analysis

• Coordinate with accounting for entry and tracking of tour expenses and reimbursements

• Act as a primary contact for lead-related issues or escalations, consulting the team manager as needed

• Maintain high standards of customer service throughout the lead lifecycle

4. Requirements:• Minimum of two years of experience in real estate or a related field

• Knowledge of real estate and relocation industry processes, terminology, and client expectations

• Self-motivated with the ability to balance independent work and team collaboration

• High attention to detail and a customer-focused approach

• Excellent communication, organizational, and interpersonal skills

• Ability to perform well in a fast-paced, high-volume environment while maintaining service quality

• Proficiency in Microsoft applications including Excel, PowerPoint, and Power BI

• High school diploma or equivalent required; college degree preferred

5. Pay Range and Compensation Package:• The pay range and compensation package for this role will be determined based on the candidate’s experience, skills, and other relevant factors.

Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.

Note:RemoteHunter is not the Employer of Record (EOR) for this role. Our purpose in this opportunity is to connect exceptional candidates with leading employers. We help job seekers worldwide discover roles that match their goals and guide them to complete their full application directly through the hiring company’s career page or ATS.

Rental Specialist - US Based Remote

Since 1919, Baird has guided families, businesses, communities and institutions toward their financial goals. Being privately held enables us to prioritize long-term planning and investment – for our clients and the firm – without having to weigh those against the quarterly expectations of outside shareholders. 

Today Baird offers wealth management, investment banking, asset management, fixed income and equity sales and trading, equity research, public finance and private equity services. This balance of cyclical and counter-cyclical businesses provides financial strength and stability across market environments and enables us to consistently reinvest in our ability to serve clients.

We manage or oversee more than $430 billion in client assets and employ more than 5,100 Associates around the world. And, because nearly 80% of our associates are Baird stockholders, you can trust we all share a personal stake in your success.

For more than 20 consecutive years, Baird has been one of the FORTUNE 100 Best Companies to Work For®, making us a workplace of choice for some of the most talented, passionate people in financial services. It also enables us to emphasize cultural compatibility in those we hire, many of whom stay their entire careers. All of this helps ensure the quality and consistency of our advice for clients and the timeless values that make the Baird Difference every day for our clients, our Associates and the communities we share. 

For more information, please visit https://www.rwbaird.com/bairddifference/.

Industry: Financial Services
Company Size: 5,001-10,000 employees

Baird

**Complex deals, real ownership, and career momentum. Grow further at Baird.**

Baird is where investment banking careers gain real traction. Associates take on meaningful responsibility, work closely with senior bankers and clients, and grow in a culture that values performance, collaboration, and long-term success.

We are seeking a highly motivated experienced Investment Banking Associate with at least two years of Investment Banking or equivalent experience to join our Defense & Government team in Tysons Corner, VA. Baird’s 20+ person dedicated Defense & Government team is recognized as a leading M&A advisor to the sector. Since 2021, the team has advised on 60 transactions totaling over $28 billion in transaction value.

**What You’ll Do**

Responsibility that shapes your skill. Work that deepens your impact.

- Play a lead role in executing public equity offerings, mergers and acquisitions, and other strategic financial advisory services across a range of sectors

- Drive the preparation of company valuations, financial models, marketing materials, and client presentations

- Contribute to business development efforts through research and analysis

- Work directly with senior bankers and client executives, gaining insight into leadership-level decision-making

- Oversee deal execution by directing analysts in their use of AI platforms like Rogo for due diligence and research, while using tools like Power BI to synthesize complex data into strategic advice for clients

**What You’ll Gain**

A team that runs on trust, momentum, and shared values .

- Build strong relationships with client leadership and C-suite executives through active involvement in complex M&A transactions

- Take on greater ownership through lean deal teams that offer more responsibility

- Navigate clear paths for progression with mentorship, visibility, and real opportunity

- Advance alongside elite, high-performing peers who hold each other to a high standard

- Collaborate across Baird’s global investment banking platform—500+ banking associates working together to drive results across geographies, sectors, and specialties

- Grow in a culture that values diverse perspectives, welcomes ambition, and builds success through collaboration and shared purpose

**What It Takes**

We’re looking for people ready to lead with focus and integrity .

- At least one year of full-time experience in a solution-focused financial or quantitative role

- Strong analytical skills, attention to detail, and a track record of delivering results

- Clear communication, strong leadership, and the ability to thrive in a collaborative, high-performing team

- Intellectual agility, initiative, and the drive to grow in a fast-paced, client-focused environment

- Experience with AI tools such as Rogo, CoPilot, and Auxi is preferred

- Familiarity with data visualization tools such as Power BI, Tableau, or similar

**Compensation And Benefits**

- $175,000 - $200,000 annual salary with bonus potential

- Compensation and bonus are commensurate with experience, performance and/or GIB profitability

- In addition to a strong culture that is focused on health and well-being, our organization offers competitive total compensation packages and comprehensive benefits including: protected Friday night and Saturdays, periodic sabbaticals during career, shareholder opportunities, mandatory paid time off (PTO) and robust 401k match and profit-sharing contribution

**Note to External Recruiters / Search Firms **: Baird does not accept unsolicited resumes and will not compensate for any placement resulting from such submissions. Any unsolicited resumes received will not be treated as valid applications.

~~Baird is not currently hiring individuals for this position who now or in the future require sponsorship for employment visa status. ~~

Investment Banking Associate - Defense, Space & Government

As the largest state-chartered savings bank in New York, with over $16.8B in assets, Apple Bank offers a full range of retail banking services to individuals and businesses across the five boroughs of New York City, Long Island, Westchester and Rockland counties, and New Jersey.

No employee or applicant for employment will be discriminated against because of race, color, religion, sex, sexual orientation, gender identity, pregnancy and lactation accommodations, arrest or conviction records, credit history, caregiver, domestic violence victim status, national origin, disability, age, immigration or citizenship status, marital status, military and/or veteran status, or any other Federal or State legally-protected classes.

Industry: Financial Services
Company Size: 1,001-5,000 employees

Apple Bank

New City, NY

Salary Range: $21.98/hr - $32.97/hr

The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions.

The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations.

**Essential Duties & Responsibilities**

- Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.

- Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.

- Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.

- Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.

- Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.

- Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).

- Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.

- Ensure accurate new account record keeping practices and perform timely follow-up as needed.

- Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.

- Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.

- Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.

- Build and maintain technical and professional knowledge by attending educational workshops.

- Perform additional duties as requested.

**Skills, Education, & Experience**

- High School Diploma or GED required.

- Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.

- General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.

- Prior experience in fostering and developing strong customer relationships.

- Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.

- Display willingness to be cross trained in other branch functions.

- Excellent problem-solving skills with the ability to provide solutions to customer issues.

- Must present a confident, professional, and positive demeanor to customers.

- Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.

- Strong organizational skills and detailed oriented.

- Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).

- Display sound judgment and discretion when utilizing confidential information.

- Weekend work and extended hours or filling in at neighboring branch locations may be required.

- Mandatory training may require occasional travel.

Visa sponsorship not available.

~~We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes. ~~

Universal Banker

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do. As one of the oldest and largest financial services firms in the United States with a history dating back to 1828, we’re committed to providing solutions and expertise that support our customers, clients, colleagues, and communities in what’s next on their own unique journey. 

Whether you’re considering banking with us or looking to work with us, you’ll find a customer-centric culture and a supportive, collaborative workforce at Citizens.

You’re made ready and so are we. #MadeReady

Industry: Banking
Company Size: 10,001+ employees

Citizens

**Description**

Citizens is seeking an ambitious Investment Banking Analyst and Associate to join the Financial Institutions Group. In these roles you will support senior bankers with a focus on originating and executing capital markets and strategic advisory transactions. This position offers an excellent opportunity for you to join a rapidly growing investment banking platform with market leading positions in middle market corporate and sponsor backed transactions complemented by strong public equity research. As a Corporate Finance Analyst/Associate, you will participate in all steps of the transaction life cycle, from origination through closing. You will thrive in this role through your ability to work on multiple projects and transactions concurrently. You will play a critical role in originating new opportunities and coordinating projects, and will interact directly with Managing Directors, senior management, other product groups within Citizens, as well as with corporate and private equity clients. You will be expected to work under limited supervision, supporting industry aligned client coverage efforts and working closely with senior professionals in Debt Capital Markets, Leverage Finance, Sponsor Coverage, and M&A teams to originate and successfully execute a wide variety of transactions, including loan syndications, acquisition finance, high yield bonds, convertibles, and M&A. You will also have the opportunity to supervise and develop junior analysts. As part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself!

**Primary Responsibilities Include**

- Working with senior bankers within the Debt Capital Markets, Equity Capital Markets and M&A product groups, Sponsor Coverage and Corporate Banking relationship teams to pitch strategies or transaction financing scenarios to help corporate clients and financial sponsors achieve their financial and strategic objectives

- Assisting in the evaluation and execution of assigned investment transactions, including M&A, securities issuance, capital restructuring, etc.

- Providing financial analysis for investment transactions.

- Preparing marketing documentation such as pitch materials and board and management presentations.

- Drafting memorandums and road show presentations for client companies.

**Qualifications, Education, Certifications And/or Other Professional Credentials**

- 2+ years of direct experience in M&A, Corporate Finance, Leveraged Finance or Capital Markets.

- Proven experience in Financial Institutions Group is strongly preferred.

- Skills with the ability to express ideas in a persuasive, organized, and articulate manner

- Ability to function as part of a flat organization, manage several projects at once and work effectively as an individual and as part of multiple teams

- Demonstrated aptitude for quantitative and qualitative analysis with a solid understanding of financial statements, financial modeling and company or industry analysis

- Self-starting team player who can think strategically and excel in a fast-paced, entrepreneurial, challenging work environment

- High degree of maturity and integrity with a positive and hardworking attitude

- Excellent attention to detail

- Full command of Microsoft Excel, PowerPoint, and Word

- Experience with related financial services software including S&P CapitalIQ, S&P Leveraged Commentary, Advantage Data, Bloomberg, Thomson One, Thomson Loan Pricing Connector, FactSet, etc.

**Hours & Work Schedule**

- Hours per Week: 40+

- Work Schedule: Monday to Friday

**Pay Transparency**

The salary range for this position is $120,000 to $175,000 per year, plus an opportunity to earn an annual discretionary bonus. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of very local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

~~Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.~~

**Equal Employment Opportunity**

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

**Why Work for Us**

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 04/24/2026

Investment Banking Analyst/Associate, Corporate Finance - FIG

Welcome to DataAnnotation! We pay smart folks to train AI. We offer a remote, flexible work model- you choose your own hours and get to work when you want, whenever you want. Apply now through our open Job Listings.

Industry: Software Development
Company Size: 5,001-10,000 employees

DataAnnotation

DataAnnotation is committed to creating high-quality AI. We are looking for a Personal Banker to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a variety of lifestyles — whether you’re looking to contribute part-time alongside a current position, pursue it full-time, or engage periodically as a flexible professional opportunity.

We're currently expanding into an exciting new area – teaching AI Assistant models to be a more useful tool for finance professionals. We're seeking experienced finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making.

**Role**

We’re growing a team of finance experts, and as the team grows, so will your opportunities. In this role, you might:

- Review and improve AI Assistant answers to questions about macro trends, corporate finance, and capital markets

- Leverage your education and work experience to check the reasoning and accuracy of an AI Assistant's work

- Push the models with complex, real-world scenarios and edge cases to see where their reasoning holds up – and where it doesn’t.

- Share clear, structured feedback to help make each new version of the AI smarter and more reliable.

To succeed in this position, you should have expert-level financial reasoning and formal training in a finance-related discipline. A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning.

**Benefits**

- This is a full-time or part-time REMOTE position

- You’ll be able to choose which projects you want to work on

- You can work on your own schedule

- Projects are paid hourly starting at USD $50-$60 per hour, with bonuses on high-quality and high-volume work

**Responsibilities**

- Give AI chatbots diverse and complex problems and evaluate their outputs

- Evaluate the quality produced by AI models for correctness and performance

**Qualifications**

- Fluency in English (native or bilingual level)

- Detail-oriented

- Proficient in financial analysis, financial modeling, data analysis, and other reasoning exercises related to finance management

- A current, in progress, or completed Masters and/or PhD is is preferred but not required

Note: Payment is made via PayPal. We will never ask for any money from you. PayPal will handle any currency conversions from USD. Only applicants in the United States will be considered for this role. This is an independent contract position.

#finance

Personal Banker

New York, NY

159th Street

Salary range: $21.98/hr - $32.97/hr

The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions.

The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations.

**Essential Duties & Responsibilities**

- Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.

- Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.

- Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.

- Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.

- Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.

- Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).

- Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.

- Ensure accurate new account record keeping practices and perform timely follow-up as needed.

- Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.

- Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.

- Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.

- Build and maintain technical and professional knowledge by attending educational workshops.

- Perform additional duties as requested.

**Skills, Education, & Experience**

- High School Diploma or GED required.

- Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.

- General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.

- Prior experience in fostering and developing strong customer relationships.

- Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.

- Display willingness to be cross trained in other branch functions.

- Excellent problem-solving skills with the ability to provide solutions to customer issues.

- Must present a confident, professional, and positive demeanor to customers.

- Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.

- Strong organizational skills and detailed oriented.

- Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).

- Display sound judgment and discretion when utilizing confidential information.

- Weekend work and extended hours or filling in at neighboring branch locations may be required.

- Mandatory training may require occasional travel.

Visa sponsorship not available.

~~We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes. ~~

Universal Banker- 159th Street

This is not your typical financial institution. It’s our people who make us a cut above. Here, every person is respected because of their differences, not in spite of them. We pride ourselves on a culture of purpose, passion and compassion.

At Mizuho, we provide the stability of an international industry leader with the career trajectory of a growing business. Our steady, strategic growth gives our people at all levels rewarding degrees of responsibility and a richer work experience than a boutique firm or an established giant could offer alone. 

Working for Mizuho opens doors not just to a rewarding career with excellent prospects, but to lasting friendships with colleagues from diverse cultures. It’s the local expertise of our employees that makes our global network so powerful. By collaborating with colleagues and clients who have your same ambition, you can amplify your sphere of influence and base of knowledge as part of one of the largest—and growing—banks in the world. 

We’re all global citizens, and that’s why our company feels compelled to make an impact through more than just drawing up deals. We prove that it’s possible to do well and do good. We do right by our clients, our community and each other.

Industry: 金融サービス
Company Size: 社員 10,001名以上

Mizuho

Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US and Canada.

Banking supports client business activities throughout the region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and originate idea generation for potential acquisitions, divestitures and investment opportunities.

**Job Summary**

Investment & Corporate Banking Analysts are directly involved in the design, origination, structuring and execution of mergers & acquisitions, equity and debt capital markets, leveraged finance and other global products and services for existing and prospective Mizuho clients. An Analyst is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal materials to enhance the ultimate deliverable to our clients.

Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include:

- Conduct extensive quantitative economic, industry and company research and analysis

- Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors

- Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing

- Financial modeling, valuation, comparable & relative value analyses and market-specific analysis

- Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities

- Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources

- Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution

- Assist in the development and continued cultivation of client relationships

**Qualifications**

- Bachelors degree in Finance or Economics and a minimum of 1 year investment banking, corporate finance, and capital markets experience with a top tier global bank

- Strong interest and/or understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is a huge plus

- Knowledge of corporate finance, securities, financial markets and risk & pricing analysis

- Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions

- Ability to manage multiple projects simultaneously

- Maturity and good judgement in handling confidential and sensitive information

- Ability to work under pressure and adhere to tight deadlines

- Strong written and oral communication skills and ability to convey ideas

- Creativity and intellectual curiosity

- Ability to work independently and must be able to work effectively in a team environment

The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.

Investment & Corporate Banking – Healthcare, Analyst

Anywhere Real Estate Inc. (NYSE: HOUS) is moving the real estate industry to what's next. A leader of integrated residential real estate services, Anywhere includes franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter joint ventures, supporting approximately 1.2 million home transactions in 2022. The diverse Anywhere brand portfolio includes some of the most recognized names in real estate: Better Homes and Gardens® Real Estate, CENTURY 21®, Coldwell Banker®, Coldwell Banker Commercial®, Corcoran®, ERA®, and Sotheby's International Realty®. Using innovative technology, data and marketing products, high-quality lead generation programs, and best-in-class learning and support services, Anywhere fuels the productivity of its approximately 190,300 independent sales agents in the U.S. and approximately 140,100 independent sales agents in 117 other countries and territories, helping them build stronger businesses and best serve today's consumers. Recognized for twelve consecutive years as one of the World's Most Ethical Companies, Anywhere has also been designated a Great Place to Work five years in a row, honored on the Forbes list of World's Best Employers three years in a row, named one of America's Most Innovative Companies 2023 by Fortune, and most recently, featured on the inaugural TIME World's Best Companies list.

Industry: Real Estate
Company Size: 5,001-10,000 employees

Anywhere Real Estate Inc.

**Job Description**

The **Client Experience Specialist ** is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction, from contract to close, to create a seamless experience for the agent, consumer and all deal parties. You are part of a collaborative team that is enhancing the way that Coldwell Banker is doing business by eliminating the friction and simplifying the transaction process.

The key to success in this role is the ability to multitask, solve problems and communicate effectively with agents, clients, third parties and internal operations. As a trusted professional, you provide our agents, homebuyers, and sellers, the confidence that their transaction is in reliable and skillful hands.

**This position is 100% remote and will support various markets, primarily ** ~~**in Illinois ** ~~ **. The ideal candidate will be able to work in Central Time Zone.**

**Responsibilities**

-  Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner.

- Ensure your real estate license remains in good standing to perform authorized licensed tasks, including drafting contract addendums and amendments.

-  Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems.

-  Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties.

-  Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close.

- Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts.

-  Regularly update and manage communication with all parties involved in the transaction.

-  Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

**Experience**

-  Minimum of 2 years Real Estate/mortgage/title administration/transaction coordination experience required.

-  Active IL real estate license in good standing

**Competencies**

To perform the job successfully, an individual should demonstrate the following competencies:

-  Self-motivated - able to work independently with a sense of urgency in a fast-paced, high volume paperless environment.

-  People first approach- keeping the agent and consumer at the center of the transaction by anticipating their needs to provide exceptional customer service throughout the transaction process.

-  Technical- ability to learn and navigate multiple software systems with an elevated level of competency while demonstrating comfort with transaction management and financial tools.

- Analytical Thinking & Transaction Accuracy – able to apply strong critical thinking and problem-solving skills to ensure precise management of financial details such as expenses, invoices, and commission calculations while analyzing data to identify discrepancies, resolve issues promptly, and maintain compliance and data integrity.

- Process Management – able to effectively manage end-to-end workflows, prioritize tasks, and ensure timely completion of transaction processing.

-  Partnership/Collaboration—the individual remains open to others' ideas and exhibits willingness to try new things.

-  Oral/Written Communication—the individual speaks clearly and persuasively in positive or negative situations to clearly advise and resolve any issues.

-  Quality Assurance -demonstrates accuracy and thoroughness and monitors their own work to ensure quality.

-  Adaptability- the individual adapts to changes in the work environment, prioritizes and manages competing demands, and can deal with frequent changes or delays while remaining resilient.

-  Building Collaborative Relationships – the individual develops, maintains, and strengthens partnerships with agents and colleagues while providing information and support.

**Anywhere is proud to offer a comprehensive benefits package to our employees including:**

- Medical, Dental, Vision, Short-term and Long-term disability benefits, AD&D

- 401(k) savings plan with company match

- Paid Time Off to Include Holidays, Vacation Time, and Sick Time

- Paid Family & Paternity Leave

- Life Insurance

- Business Travel Accident Insurance

- All employees receive access to LinkedIn Learning

- Employee Referral Program

- Adoption Assistance Program

- Employee Assistance Program

- Health and Wellness Program and Incentives

- Employee Discounts

- Employee Resource Groups

**About Us**

Anywhere Integrated Services is a driving force in the title and settlement services industry. Anywhere Integrated Services is national in scope, but each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in 49 states as well as the District of Columbia, and provide closing services in all 50. Anywhere Integrated Services is a subsidiary of Anywhere Real Estate. Anywhere Real Estate is a publicly traded company and a global provider of real estate services. It franchises and owns several of the industry's leading real estate brands and brokerages.

Anywhere Integrated Services’ Family of Companies operate more than 40 distinct company and brand names throughout the United States such as Title One (ID), Sunbelt Title (FL), Equity Title (CA), Texas American Title Company (TX), Market Street Settlement Group (NH/ME), Mid-Atlantic Settlement (MD), Burnet Title (MN / IL / WI) and U.S. Title (MO).

Anywhere Real Estate Inc.  **(NYSE: HOUS) is moving real estate to what's next. **Home to some of the most recognized brands in real estate  Better Homes and Gardens® Real Estate ,  Century 21® ,  Coldwell Banker® ,  Coldwell Banker Commercial® ,  Corcoran® ,  ERA® , and  Sotheby's International Realty® , we fulfill our purpose to empower everyone's next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.

**At Anywhere, we are empowering everyone’s next move – your career included. ** What differentiates us is our scale, expertise, network, and unique business model that positions us as a trusted advisor throughout every stage of the real estate transaction. **We pursue talent ** – strategic thinkers who are eager to always find a better way, relentlessly focus on talent, obsess about growth, and achieve exceptional results. **We value our people-first culture, ** which thrives on empowerment, innovation, and cross-company collaboration as we keep moving the world forward, together. Read more about our company culture and values in our annual Impact Report .

We are proud of our award-winning culture and are consistently recognized as an employer of choice by various organizations including:

- Great Place to Work

- Forbes World's Best Employers

- Newsweek World's Most Trustworthy Companies

- Ethisphere World's Most Ethical Companies

Client Experience Specialist (Licensed) - Central Time US Remote

At Fifth Third Bank, everything we do is rooted in our purpose: to improve the lives of our customers and the well-being of our communities. Since our founding in 1858, we’ve been committed to creating a better financial experience by empowering our customers and clients to achieve what matters most.

Our unified strength is grounded in the individual passion and diversity of more than 20,000 employees who work collaboratively to deliver a better tomorrow to everyone we serve. We offer a strong culture, opportunities for growth 401k match, wellness options, comprehensive insurance plans and additional resources you need to build a lasting and rewarding career path here. 

Headquartered in Cincinnati, Ohio, we are among the largest money managers in the Midwest.

We operate four main businesses—Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management—and a network of financial centers in Ohio, Kentucky, Indiana, Michigan, Illinois, Florida, Tennessee, West Virginia, Georgia, North Carolina and South Carolina. Consumers also have access to approximately 54,000 Fifth Third fee-free ATMs across the United States. 

Fifth Third Bancorp is a diversified financial services company and is the indirect parent company of Fifth Third Bank, National Association, a federally chartered institution.

Explore Fifth Third career opportunities at: https://www.53.com/content/fifth-third/en/careers.html 

Fifth Third Bank, N.A., Member FDIC. Fifth Third Bank is proud to be an affirmative action/equal opportunity employer. M/F/D/V

Industry: Financial Services
Company Size: 10,001+ employees

Fifth Third Bank

**Make banking a Fifth Third better®**

We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.

**General Function**

The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. This position is responsible for processing teller transactions as well as working as a member of the platform staff. Helping customers to understand and address their financial needs, the banker will provide solutions that span across the customer's lifecycle by utilizing our consultative sales and service process.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

**Essential Duties & Responsibilities**

-  Create a memorable customer experience by cultivating, maintaining, and enhancing relationships in a assigned book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate

-  Use of a consultative approach with current or prospective customers to uncover and identify their needs while tailoring recommendations/solutions/advice

-  Maintain working knowledge of products, services, and processes offered

-  Work collaboratively with internal partners to ensure customer's needs are met and all problems are resolved

-  Analyze customer credit data and other related financial information to ensure customers are in the appropriate solutions that align with their needs

- Provide customer support needed reinforcing the value of current and new technology

-  Process teller transactions and adhere to balancing guidelines

-  Follow the Bancorp Code of Business Conduct and Ethics and other related policies, modeling the ethical behavior expected from every employee within the Bancorp

-  Other duties as assigned

**Minimum Knowledge, Skills And Abilities Required**

- High School Diploma/GED and 6 months customer service experience, or college degree or equivalent military experience.

- Demonstrated ability to develop comfort level with both new household acquisitions and deepening customer relationships.

- Ability to professionally represent Fifth Third Bank in verbal and written communication.

- Exhibits business acumen.

- Demonstrated ability in making sound decisions.

- This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS).

**Working Conditions**

- Normal office environment.

- Extending viewing of computer screens.

Personal Banker I- Palm Beach Gardens

At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.

The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.

Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.

LOCATION -- Palm Beach Gardens, Florida 33410

Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.

Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Personal Banker I- Palm Beach Gardens

Bankers Life® focuses on the insurance and investment needs of middle-income Americans who are near or in retirement. The Bankers Life brand is part of CNO Financial Group, Inc. (NYSE: CNO), whose companies provide insurance and wealth management solutions that help protect the health and retirement needs of working and retired Americans.  With a constant commitment to understanding and meeting the distinct needs of our clients, we have a strong reputation of excellence and reliability.

As a national company with over 225 offices across the country, we have a team of approximately 4,200 Bankers Life exclusive insurance agents, including more than 700 financial representatives. We live and work in the communities we serve, and we take pride in our local presence, which allows us to build personal connections with our customers and truly understand their financial goals.

At Bankers Life, we believe in the power of one-on-one consultations. Our agents take time to listen to our customers and gain a deep understanding of their needs, values, and aspirations. By doing so, we provide tailored solutions that align with our clients’ retirement objectives.

We’re committed to delivering exceptional customer service and expertise. Our agents undergo rigorous training to stay up to date with the latest industry knowledge and trends. This helps ensure our customers receive the best possible guidance and support in navigating their financial futures.

Bankers Life is a marketing brand of subsidiaries of CNO Financial Group, Inc., including Bankers Life Securities, Inc., Bankers Life Advisory Services, Inc., Bankers Life and Casualty Company, and select policies sold by Washington National Life Insurance Company and in NY by Bankers Conseco Life Insurance Company (BCLIC). BCLIC is authorized to sell insurance in New York. 

To learn more about our career opportunities, visit us at careersatbankerslife.com

Bankers Life is a BBB Accredited Business.

Industry: Insurance
Company Size: 1,001-5,000 employees

Bankers Life

Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products.

**As a Financial Advisor, you will: **

- Build a client base and develop knowledge of Bankers Life financial products and market trends

- Develop yourself with our award-winning training and mentorship network

- Present clients with financial solutions and drive them to action

- Take ownership of your business and build a team

**The ideal candidate will have: **

- Active Life & Health licenses and securities licensing or the ability to acquire licensing with our support. (Securities licensing applicable to this position can include Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®)

- High level of self-motivation; ability to accomplish goals independently

- History of success in sales, competitive roles, client services, or client-facing roles

- Excellent time-management skills

- Desire for continuous learning

**What we offer: **

- Award-winning training - Bankers Life and CNO have been named as a Training magazine Apex Award Winner for thirteen consecutive years

- Fully paid study programs for insurance licensing, SIE, Series 6, Series 7, Series 63, Series 66, Series 65, and CFP®

- Inclusive culture, career long mentorship, and the support of an established office structure

- Progressive advancement opportunities

- Flexible hybrid schedule once you complete your agent training

- Sales leads, marketing tools and leading technology

- Uncapped earnings ($50,000 - $80,000 1st year average)

- Passive income opportunities and bonus programs

- Retirement savings program and more

Bankers Life, a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: https://careersatbankerslife.com

Financial Advisor

We are seeking a motivated and experienced Talent Acquisition Specialist to support full-cycle recruiting efforts for Bankers Life. This role is responsible for sourcing, engaging, and screening candidates through phone interviews and digital recruiting platforms, while partnering closely with Managing Directors to meet staffing needs and support a seamless onboarding experience.

As a Talent Acquisition Specialist, you will manage candidate pipelines from initial outreach through interview coordination, leveraging tools such as LinkedIn Recruiter, Handshake, and job boards. You will apply best practices in candidate assessment, maintain strong communication with both candidates and field leaders, and ensure a positive and professional candidate experience throughout the recruitment process.

Responsibilities

- Source, identify, and engage qualified candidates using LinkedIn, Handshake, and other recruiting platforms.

- Develop and execute targeted sourcing strategies, including creating and posting job advertisements.

- Conduct phone interviews to assess candidate qualifications, experience, and cultural alignment.

- Schedule and coordinate interviews with candidates and Managing Directors.

- Maintain accurate documentation of candidate interactions, interview notes, and pipeline activity.

- Build and maintain ongoing relationships with prospective candidates through proactive outreach and follow-up.

- Partner with Managing Directors to understand hiring needs and provide candidate recommendations.

- Track, analyze, and report key recruiting metrics, including time-to-fill, source of hire, and pipeline status.

- Provide regular updates on recruiting activity and outcomes to the Talent Acquisition Manager.

In addition to core recruiting responsibilities, this role will complete special projects and additional tasks as assigned to support overall Talent Acquisition initiatives.

The ideal candidate for this position is goal-oriented, highly organized, and experienced in recruitment, with a strong focus on phone interviewing and LinkedIn sourcing. They possess excellent communication and relationship-building skills, can manage multiple priorities simultaneously, and demonstrate a strong understanding of recruiting best practices and candidate assessment techniques.

Talent Acquisition Specialist

With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
 
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.

Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms

© 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.

Industry: Financial Services
Company Size: 10,001+ employees

JPMorganChase

**Job Description**

**Job Summary**

The Analyst will play a central role within the Family Coverage Group in all aspects of client prospecting and coverage, idea generation and M&A, debt and equity capital markets transaction execution. In addition, the Analyst will also have an opportunity to work on transactions with the broader Strategic Investors Group (SIG) IB team. You will be a key player in the execution of the firm's business and will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

The combined responsibilities will include but not be limited to the following:

**Job Responsibilities**

- Develop models, consisting of financial statements and data, as well as required key outputs, using discounted cash flow, merger, accretion/dilution, leveraged buyout, comparable company, comparable transaction and sum-of-the-parts analyses

- Market, structure and execute corporate finance deals, including mergers and acquisitions, divestitures, spin-offs and debt/equity financings

- Help to prepare pitch documents for all Investment Banking products, including sell-side and buy-side M&A, equity and debt capital raising, and buy-side financing

- Assist with client prospecting, including doing research on a number of families and family investment firms and understanding the nature of existing JPMorgan relationships

- Act in a secondary coverage capacity for key focus accounts, including idea generation and client interaction/relationship building

- Help to prepare marketing materials for meetings with clients and prospects

- Significant direct interaction with senior coverage and product bankers in the Investment Bank, Private Bank and Commercial Bank

**Required Qualifications, Skills And Capabilities**

- Bachelor's degree

- Prior work experience in an investment banking front office, or related, role.

- Strong accounting, finance, quantitative and business writing skills, including knowledge of corporate finance with experience in analyzing company financials

- Understands transaction cycle and the steps in the process and is execution oriented

- Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business

- Highly independent, proactive and entrepreneurial with strong interest in building a new business

- Intellectual curiosity, independent research and creativity, strong work ethic/integrity/judgment and desire to learn

- Strong organizational, written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity while maintaining high attention to detail

- Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, financing models, three-statement models and combined pro forma models

- Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications

**ABOUT US**

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

**About The Team**

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Investment Banking - Family Coverage Group - Analyst

Beacon Bank is a full-service, regional bank serving the Northeast and a subsidiary of Beacon Financial Corporation (NYSE: BBT). Headquartered in Boston, the bank has $24 billion in assets and more than 145 branches throughout New England and New York. The company, through Beacon Bank, offers a full suite of tailored banking solutions including commercial, cash management, asset-based lending, retail, consumer and residential products and services. It also provides equipment financing through its Eastern Funding subsidiary, SBA lending through its 44 Business Capital division and private wealth services through Clarendon Private.

Industry: Banking
Company Size: 1,001-5,000 employees

Beacon Bank

**Division: ** Retail Banking

**Department: ** Various – Branch Network

**Reports to: ** Branch Manager

**Status: ** Non-Exempt

**Grade: ** 4

**Salary Range: **$20.00 - $24.91

~~Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.~~

**Location: ** Pittsfield, MA - 165 Elm St

**Purpose/Objective**

Cultivate relationships with customers and promote the Bank’s products and services by having conversations and referring to bankers. Recommend opportunities with our digital suite to help customers bank more conveniently. Performs a wide variety of customer service operations and general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as the Bank’s main point of client contact; maintains working knowledge of established policies and operating procedures. Makes customer referrals in defined areas.

**Key Accountabilities **

- Client Service – 50%

- Handles complex client issues while executing excellent customer service principles.

- Excel at client service skills at all times to promote a positive brand image for Bank through face- to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.

- Explains Bank policy and procedures to customers.

- Assists clients with digital engagement and satisfaction.

- Cross-sells and refers non-traditional Bank products e.g., insurance & investments to meet established goals.

- Participate in outbound calling campaigns

- Transaction Duties – 50%

- Identify opportunities when processing transactions to meet clients’ needs and refer opportunities to bankers

- Executes an extensive variety of customer transactions in accordance with Bank policy and procedures.

- Maintains working knowledge of all products offered by the Bank and corresponding policies and procedures.

- Maintains working knowledge of all banking regulations.

- Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines.

- Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the customer.

- Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. May assist with branch capture of transaction work and cash letter reports as needed.

- Provides back up and support to Branch Supervisor tasks as needed.

- Available to work Saturday hours and travel to nearby offices as required.

- Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.

**Education**

- High school diploma or equivalent

**Experience**

- Prior transaction or teller experience preferred

- Prior customer service experience preferred

- Cash handling experience

**Skills & Knowledge**

- Customer service skills

- Communication skills

- Basic computer skills

- Interpersonal skills

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

Teller

**Job Description**

**Job Summary**

As an Analyst in the Consumer & Retail in the Investment Banking Division, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

**Job Responsibilities**

- Execute transactions: support due diligence, document preparation, negotiation etc and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc)

- Working with J.P. Morgan product and sector teams

- Building and using complex financial models, completing valuation and analytical exercises

- Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics

**Required Qualifications, Capabilities, And Skills**

- Minimum 1 year work experience in an investment banking front office, or related, role.

- Strong accounting, finance, quantitative and business writing skills.

- Bachelors' degree in Finance, Economics, Business Administration, or a related field

- Understanding of the transaction cycle and the steps in the process and is execution oriented.

- Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.

**About Us**

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

**About The Team**

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Investment Banking - Consumer & Retail - Analyst

**Job Description**

**Job Description**

We are seeking an experienced Analyst to join our industry-leading M&A Mid-Cap team.

**Job Summary**

As an Analyst in M&A, you will be a key player in the execution of the firm's business. You will work with expert professionals at the heart of a leading global investment bank. Senior bankers will get to know you - both as a person and as a valued member of a winning team. You will experience training, hands-on learning opportunities, continuous mentoring and feedback, and numerous development opportunities. You will use your related experience to contribute to the firm's M&A execution and capital raising capabilities while helping build J.P. Morgan's franchise and reputation in the marketplace. You will develop strong functional skills in the major areas of investment banking and become a senior client executive who is capable of generating and executing your own transactions. Joining here means you’ll become part of our inclusive teams and culture, unified by the firm’s mission and commitment to success.

**Job Responsibilities**

- Executing Transactions: support due diligence, document preparation, negotiation etc. and liaising with relevant counterpart at the client/other advisers (accounting, legal, etc.)

- Working with J.P. Morgan product and sector teams

- Building and using complex financial models, completing valuation and analytical exercises

- Drafting presentation materials, management presentations, Board materials, Memorandums, and other presentation materials for use in M&A and capital markets transactions or strategic client dialogue

- Keeping abreast of key market developments and establishing knowledge of the target client base and relevant market dynamics

**Required Qualifications, Capabilities, And Skills**

- 1+ years prior work experience:

- in an investment banking front office role

- in a relevant role at a top tier consulting firm (financial, commercial, or operational due diligence)

- Strong accounting, finance, quantitative and business writing skills.

- Bachelor's degree in Accounting, Economics, Finance and/or related field.

- Understanding of the transaction cycle and the steps in the process and is execution oriented.

- Impeccable communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business.

- Self-directed, highly motivated, and able to work independently

**ABOUT US**

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

**About The Team**

J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

Investment Banking - Mergers & Acquisitions - Analyst

Sag Harbor, NY

Salary Range: $21.98/hr - $32.97/hr

The Universal Banker (UB) acts as a full service, single point of contact for Apple Bank clientele by providing prompt, courteous, and efficient service to new and existing customers through the processing of monetary and account related transactions. The UB position is a hybrid role that requires the incumbent to operate in the dual capacity of Customer Service Representative and Teller, providing branch leadership with the ability to deliver quality customer service at an enhanced level. The Universal Banker also provides sales and service support to the branch by acquiring new clients, offering suitable Bank products/services (that add value to the customer), performing branch/platform related functions and processing account maintenance transactions.

The successful candidate will open new accounts, resolve issues, and educate our customers on Bank products/services and may refer them to a licensed representative of ABS Associates of NY, Inc. when appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that meet the client’s needs, exceeding expectations.

**Essential Duties & Responsibilities**

- Provide exceptional customer service by engaging clients in a friendly and professional manner and also resolving service-related issues timely and efficiently.

- Conduct business ethically, thoroughly communicating to current and prospective clients the facts/features of the various products, accounts, and services that Apple Bank has to offer.

- Recognize opportunities to acquire new or additional banking relationships by engaging in discussions with both customers, as well as prospects, to understand their needs and offer suitable products and services that add value; make appropriate referrals to licensed representatives of ABS Associates of NY, Inc.

- Establish, retain, and deepen relationships with existing and potential customers to achieve team sales and referral goals while providing quality customer service.

- Handle all aspects of Teller operations by processing transactions in accordance with established policies and procedures; prove daily transactions within a reasonable timeframe and safeguard assigned cash and negotiable instruments.

- Assist in the opening and closing of vault, safe, and ATM machine and ensure the customer area is kept orderly and properly supplied (deposit and withdrawal tickets, ATM envelopes, changing the rate boards, dates on writing desks, etc.).

- Communicate all disclosures, rules, and regulations covering transactions, as well as FDIC protection to customers upon the opening of new accounts.

- Ensure accurate new account record keeping practices and perform timely follow-up as needed.

- Adhere to regulatory, compliance, security, and audit policies/procedures, as well as our code of conduct and operational controls to ensure the safety and security of the client, as well as Bank assets.

- Protect Bank against loss by ensuring that all new account procedures including CIP and BSA requirements are adhered to.

- Assist in training and mentoring of newly hired Tellers, Customer Service Representatives, and Universal Bankers.

- Build and maintain technical and professional knowledge by attending educational workshops.

- Perform additional duties as requested.

**Skills, Education, & Experience**

- High School Diploma or GED required.

- Must have at least 1-2 years retail banking experience in the combined experience of Teller/ Customer Service Representative.

- General understanding of banking operations (Risk, Compliance, Fraud, Loss, etc.) preferred.

- Prior experience in fostering and developing strong customer relationships.

- Ability to develop, as well as maintain a detailed level of knowledge of banking products and services.

- Display willingness to be cross trained in other branch functions.

- Excellent problem-solving skills with the ability to provide solutions to customer issues.

- Must present a confident, professional, and positive demeanor to customers.

- Excellent interpersonal and communication (verbal + written) skills; must have excellent phone skills.

- Strong organizational skills and detailed oriented.

- Basic knowledge of Microsoft Office suite of products (Word, Excel, & PowerPoint).

- Display sound judgment and discretion when utilizing confidential information.

- Weekend work and extended hours or filling in at neighboring branch locations may be required.

- Mandatory training may require occasional travel.

Visa sponsorship not available.

~~We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, disability, military and/or veteran status, or any other Federal or State legally-protected classes. ~~

Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr.

For account issues, please visit: https://bit.ly/2GeTIeP.

Industry: Banking
Company Size: 10,001+ employees

Bank of America

**Job Description:**

**Business Overview**

Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions.

**Job Description**

The ideal Administrative Assistant will not only be responsible for administrative support, but also have a willingness to learn, be resourceful and independent, and take on additional responsibilities over time. They should possess excellent organizational skills, the ability to effectively handle multiple priorities and a strong work ethic.

- Provides administrative support in a complex team environment to both senior and junior bankers

- Coordinates internal/external meetings and conference calls

- Handles a high volume of phone calls and interacts with high level business leaders in a professional and effective manner

- Responds and follows up on client requests

- Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics

- Coordinates a high volume of travel arrangements and processes expense reports

- Maintains understanding of firm policies and handles certain issues independently

- Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events

- Orders supplies and keeps inventory well-stocked

**Qualifications**

- Requires excellent interpersonal and communication skills

- High attention to detail

- Ability to maintain high standards despite pressing deadlines

- Ability to solve problems quickly and efficiently

- Strong knowledge of general business and corporate cultures

- Ability to handle highly sensitive, confidential and non-routine information

- Self-starter with excellent anticipation skills; problem solving; follow up

- Demonstrated dependability and sense of urgency about getting results

- Demonstrates high degree of integrity and confidentiality

- Strong organizational skills

- Comfortable working with people at all organizational levels

- Comfortable working in a sometimes hectic, high-pressure environment

- Ability to display a consistent, professional degree of communication

- Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment

- Must have excellent judgment; independent thinker and resourceful

- Prior experience in Financial Services support preferred

**Shift:**

1st shift (United States of America)

**Hours Per Week:**

40

Administrative Assistant, Global Corporate & Investment Banking (GCIB)

Mascoma Bank is a mutually owned bank and not for sale. With no shareholders to please, we are committed to remaining independent and to re-investing profits in our community. Our first priority has always been—and always will be—you, our customers. We are different than other banks and give you the security of a long-term relationship. We make sure you can pick up the phone and get things done locally with people who make decisions on your behalf. At Mascoma Savings Bank, we’re putting you first, today and tomorrow.

With 25 locations through the Connecticut River Valley in New Hampshire and Vermont.  Incorporated in 1899. We strive to provide exceptional customer service while improving the lives of our customers and our community.  We are a full service bank offering a wide array of financial services including deposit products, loans, commercial banking, insurance, and wealth management.  We also offer a wide range of automated services to provide access to your accounts 24/7, including internet banking, person to person payments, mobile deposits, and cash management products.  

Please consider Mascoma Savings Bank for your financial needs.  We look forward to serving you.

Member FDIC       Equal Housing Lender

Industry: Banking
Company Size: 201-500 employees

Mascoma Bank

**Description**

Join us this summer! Our Retail Banker role is a temporary opportunity in the Upper Valley of Vermont and New Hampshire, expected to take place during summer 2026.

This position is primarily responsible for accurately and efficiently processing and recording routine transactions for Mascoma Bank customers including cashing checks, accepting deposits and withdrawals, processing loan payments and money transfers. Retail Bankers must also promote and advise on the Mascoma Bank’s products and services.

**Essential Functions**

-  Processes a variety of customer-initiated transactions to include:

- Cashing checks in accordance with check cashing policy

-  Making deposits for commercial and non-commercial customers, ensuring the proper endorsement on negotiable instruments within these deposits.

- Adheres to Bank standards for fund availability and places holds on customer accounts when applicable

- Accepts and processes all types of loan payments relative to mortgages and personal loans.

- Issues cash advances.

- Issues money orders, official checks, bonds and other negotiable instruments in accordance with established policies.

- Reconciles cash and transactions each day using a Proof system of ins and outs. Adheres to the "teller balancing guidelines", reports results through submission of teller electronic balancing, and maintains currency and coin in drawer within established levels.

- Input and follow up with customer information using Synapsys on a daily basis.

-  Adheres to Sales and Service Standards and the Banks Purpose and Values by:

- Demonstrating continuously a helpful, friendly, positive attitude

- Good communication skills for interacting with customers (internally and externally).

- Initiate conversations with customers to introduce products and services.

- Build and enhance customer relationships by cross-selling bank products and making referrals across business lines, making goals.

- Continually strive to create a “WOW” experience for customers (internal and external)

- Generate options for customer situations.

- Make reasonable decisions based on customer needs and relationships.

-  Maintains neat and orderly work area and insures that all negotiable items and confidential records are properly secured.

-  Understands bank robbery procedure and other bank security policies.

-  Attends appropriate training programs as made available by the bank.

6 )Maintains awareness of the Community Reinvestment Act (CRA).

- Location of CRA statement in branch lobby.

- Location of CRA folder in branch office.

- Name of MB’s CRA Officer.

- Location of entire CRA file for MB.

-  Adheres to the Banks Policy and Procedures, the CIP Program and BSA.

- Interview customer to insure customer security and safety.

- Notify management of potential security concerns.

- Verify customer information using “Work With Persons” when handling large currency transactions.

-  Endorses and participates in the Bank’s Programs including: Stakeholders and Situational Leadership

-  Adheres to the Secret Shop Standards

-  Adheres to and upholds all written policies and procedures of the Bank, including BSA/CIP and OFAC monitoring and reporting, security, operation, and personnel policies.

**Nonessential Functions Of Position**

- Service and supplies ATM as scheduled.

- Performs additional duties as requested.

**Requirements**

**What You'll Need**

- High school diploma or equivalent

- Ability to use and working knowledge of computers/strong keyboarding skills

- Good interpersonal communication

- Able to maintain confidentiality and privacy

- Professional appearance; grooming and dress consistent with MSB appearance policy

- Flexibility in job schedules including Saturday and early morning drive-up hours and work locations

**Physical Demands/Working Conditions**

- Must be able to lift or transport up to 25 pounds on their own or 50 pounds with another person (accommodations can be made as needed)

- Varied work with a normal expenditure of energy and little or no unusual physical effort?

- May involve incidental business machine operations

- Work involves intermittent periods of stationary positioning and traversing

- Working conditions include well-lit and well-ventilated areas

**Core Competencies**

**Collaborates- **Building partnerships and working collaboratively with others to meet shared

**Objectives **: understanding how interactions with colleagues ultimately impact the customer.

**Interpersonal Skills **– Relating openly and comfortably with diverse groups of people.

**Communicates Effectively **– Communicating clearly and in a way that supports the needs of different audiences

**Connects Work to Our Customers **– Understanding how work impacts our external customer and consistently making data-driven decisions, avoiding assumptions about customer needs.

**Action Oriented **– Acting on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm

**Courageously Challenges and Questions **– Challenging the status quo by asking questions and challenging existing processes; seeking out diverse opinions and ideas.

**Self-Leadership **– Asking for the direction and support needed to grow and be challenged.

~~If you are interested in the role and do not meet 100% of the requirements, we are still interested in hearing from you!~~

**Why Mascoma Bank?**

- Strong culture of belonging with a team that values creativity, new perspectives, and innovation.

- Community first minded. We care about our employees and the communities we serve.

- Competitive compensation.

- Flexible work environment with onsite, remote and hybrid opportunities.

- Career development and internal career mentorship.

**Background and Credit Check**

As part of our commitment to maintaining a secure financial institution, all final candidates will be required to successfully complete background and credit screenings as part of the hiring process. These screenings will be conducted in accordance with applicable laws and industry regulations.

**Please note **: Having a record on a background or credit report does not automatically disqualify you. We evaluate results on a case-by-case basis, considering their relevance to the role and any regulatory requirements.

**Our Commitment to Belonging!**

The communities served by Mascoma Bank consist of individuals from diverse backgrounds. Our employees likewise bring unique perspectives, experiences, and approaches to the bank. We strive to create a safe and welcoming environment for all who pass through our doors and a workplace that actively demonstrates mutual respect and trust, one of our core values. A truly inclusive culture leads to a sense of belonging and support for all team members and inspires innovation and creativity. We are committed to recruiting and retaining a diverse talent pool, increasing team member engagement through professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing diversity, equity, and inclusion, we strengthen our communities and ourselves.

Mascoma Bank is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, ethnicity, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, status as an individual with a disability, or other applicable legally protected characteristics. To request reasonable accommodations, please contact careers@mascomabank.com.

~~**Mascoma Bank is an Affirmative Action and Equal Opportunity Employer, M/F/D/V.** ~~Salary Description

$20.00/hour

Retail Banker

Deerpath Capital ("Deerpath") is a provider of flexible, cash flow-based private debt financing to lower-middle market companies across diverse industries.  Deerpath typically seeks to invest between $20 million to $100 million in companies with the following characteristics:

- Revenue of $10 million to $200 million
- EBITDA of $5 million to $20 million
- Established operating history
- Financial sponsor-backed and/or owner-operated
- Strong recurring revenue and/or high visibility into future cash flow generation

Deerpath has origination offices in New York, Chicago, Fort Lauderdale, Boston and Los Angeles.

Industry: Financial Services
Company Size: 51-200 employees

Deerpath Capital

**Company Description **

Deerpath Capital is a leading direct lending firm specializing in providing first lien, senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisitions, refinancings, ownership transitions and growth capital to companies in the U.S. lower middle market. Deerpath has investment offices in New York, Boston, Chicago, Los Angeles and Fort Lauderdale, as well as overseas investor relations offices in London, Seoul, Tokyo and Brisbane. The firm employs approximately 100 employees.

**Primary Responsibilities **

- Evaluating new investment opportunities, including modeling, industry research, and meeting with management teams

- Preparing and presenting analysis and materials for the firm’s investment committee

- Monitoring the firm’s existing portfolio companies

- Assisting in firm’s business development efforts, such as attending industry conferences, meeting with Private Equity Firms and Bankers

**Desired Skills & Experience **

- 2-4 years experience in investment banking, buyside transaction advisory or at a similar Lender or Private Equity Fund. Will NOT consider candidates without Investment Banking, Buyside Transaction Advisory or Lending/Private Equity backgrounds

- Strong academic record

- Excellent financial modeling skills

- Considerable deal execution experience

- Ability to work independently

- Willingness to travel

NO RECRUITERS or AGENCIES for this posting. Any unsolicited resumes sent to Deerpath will be considered Deerpath property. Deerpath will NOT pay a fee for any placements resulting from the receipt of any unsolicited resumes.

Deerpath Capital Management, LP is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status or any other protected characteristics.

Associate, Investment Team

Founded in 1998, US Capital Global offers a range of advanced financial solutions, including debt, equity, and investment products customized for middle-market enterprises and investors. The firm oversees direct investment funds while delivering comprehensive wealth management and investment banking services, encompassing M&A strategies and capital raising expertise. Among the notable entities within the consortium are US Capital Global Investment Management LLC, US Capital Global Wealth Management LLC, and US Capital Global Securities LLC, an SEC-registered broker-dealer and member of FINRA. To learn more, visit www.uscapital.com.

Industry: Investment Banking
Company Size: 51-200 employees

US Capital

**Position: ** Junior Investment Banking Analyst

**Location: ** Las Vegas (Hybrid)

**Salary: ** $70,000 - $75,000 based on experience

**Employment Type: ** Full-time

**About US Capital Global: **

US Capital Global is a leading full-service private financial group headquartered in San Francisco, offering a wide range of investment banking, asset management, and financial advisory services to lower middle market companies and investors worldwide. We specialize in delivering intelligent, tailored capital solutions across various industries and asset classes.

**Position Overview: **

We are seeking a driven, detail-oriented **Junior Investment Banking Analyst ** to join our dynamic team. This is an exciting opportunity for a motivated professional looking to build a strong foundation in investment banking. You will play a key role in supporting senior bankers in executing capital raises, mergers and acquisitions, and strategic advisory transactions.

**Key Responsibilities: **

- Conduct financial modeling, financial analysis and market research

- Assist in the preparation of client presentations, investor materials, pitch books, and offering memoranda

- Perform due diligence and data analysis to support transaction execution

- Track industry trends and identify investment opportunities

- Communicate with internal teams, clients, and investors to support deal flow

- Maintain accurate documentation and support regulatory compliance and reporting processes

**Qualifications: **

- Bachelor’s degree in Finance, Economics, Accounting, or related field

- 1–2 years of relevant experience (internships in investment banking, private equity, or corporate finance a plus)

- Strong proficiency in Excel, PowerPoint, and financial modeling

- Excellent analytical, problem-solving, and communication skills

- Ability to work in a fast-paced, deadline-driven environment

- Entrepreneurial mindset with a willingness to take initiative and learn quickly

Junior Investment Banking Analyst

From gaining new experiences in different roles to acquiring fresh knowledge and skills – at UBS we believe that you should never stop growing and learning because life never stops teaching. We know that it's our people – with their unique backgrounds, skills, experience levels and interests – who drive our ongoing success. Ready to be part of #teamUBS and make an impact? Find out more at ubs.com/careers. 

UBS works with individuals, families, institutions, and corporations around the world to help answer some of life's questions – whether through award winning wealth management advisory, investment banking and asset management expertise, or private and corporate banking services in Switzerland*. In June 2023, Credit Suisse became a UBS Group company.

With our large and diverse team operating internationally, we have a presence in all major financial centers in more than 50 countries. Although we all come from different backgrounds and specializations, two things unite us: the conviction that we’re stronger together, and the will and curiosity to constantly innovate.  That’s the key to us unlocking our full potential (and what we look for in everyone who joins us). It’s also why we’re regularly recognized as an attractive employer.*

* Our awards https://www.ubs.com/awards
Social Media Legal Terms: http://www.ubs.com/social-legal

Industry: Finanzdienstleistungen
Company Size: 10.001+ Beschäftigte

**Your role**

We’re looking for an M&A Investment Banker to:

-  Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients

-  Work on major workstreams of M&A transactions including diligence, the development of financial projections and analyses, and all client deliverables

-  Prepare, interpret, and discuss analytical data

-  Present to internal and external clients effectively and with confidence

-  Collaborate with colleagues across the globe to provide clients with seamless transaction execution

-  Generate new ideas and creative approaches that push the business forward

-  Make sound and balanced judgments (and always within professional, ethical, regulatory, and legal standards)

**Job Type**

Full Time

**Job Reference #**

336693BR

**City**

New York

**Your team**

You’ll be working on the Mergers & Acquisitions team in New York. The M&A Group consists of professionals located in New York, San Francisco, London, Hong Kong and around the globe. We provide advisory services to clients with respect to mergers & acquisitions, sales of companies/divisions and shareholder activism/takeover defense. We advise public and private clients across all industries and geographies.

**Your expertise**

-  Ability to work effectively with both corporate and private equity clients

-  Strong analytical skills and proficiency in all relevant financial analyses

-  Demonstrated track record of taking initiative and managing teams

-  Undergraduate degree

**About Us**

UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.

We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.

**Salary information**

The indicative gross base salary range as a full-time equivalent role:

-  United States - New York - New York USD 110000 /annum

The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.

**Join us**

At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.

We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.

**Disclaimer / Policy statements**

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

Investment Banking Analyst, M&A

Berkshire Bank is a relationship-driven, community-focused bank that delivers industry-leading financial expertise to clients in New England and New York and is a subsidiary of Berkshire Hills Bancorp, Inc. (NYSE: BHLB), headquartered in Boston. With $12 billion in assets and 83 financial centers, the Bank provides a full suite of tailored banking solutions through its Commercial Banking, Retail Banking, Consumer Lending, Private Banking and Wealth Management divisions. For more than 175 years, Berkshire has delivered strength, stability and trusted advice to empower the financial potential of its clients and communities. Newsweek named Berkshire one of America’s Most Trusted Companies and one of America’s Best Regional Banks. To learn more, visit BerkshireBank.com

Industry: Banking
Company Size: 1,001-5,000 employees

Berkshire Bank

**Division: **              Retail Banking

**Department: **        Various - Branch Network

**Reports to: **          Branch Manager

**Status: **                 Non-Exempt

**Grade: **                  4

**Salary Range: **$20.00 - $24.91

~~Salary range updated 2/26/2026. Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location. ~~

**Location: **              Springfield, MA - 220 Westfield St

**Purpose/Objective ****: **

Cultivate relationships with customers and promote the Bank’s products and services by having conversations and referring to bankers. Recommend opportunities with our digital suite to help customers bank more conveniently. Performs a wide variety of customer service operations and general operational duties, including transactions for checking, savings, loans, and other assigned services. Builds positive customer relations as the Bank’s main point of client contact; maintains working knowledge of established policies and operating procedures. Makes customer referrals in defined areas.

**Key Accountabilities ****: **

- **Client Service - 50% **

Handles complex client issues while executing excellent customer service principles.

Excel at client service skills at all times to promote a positive brand image for Bank through face- to-face communication and telephone etiquette. Lead through lobby management, ensure prompt welcomes of assistance to clients, and genuinely thank clients for their business.

Explains Bank policy and procedures to customers.

Assists clients with digital engagement and satisfaction.

Cross-sells and refers non-traditional Bank products e.g., insurance & investments to meet established goals.

Participate in outbound calling campaigns

- **Transaction Duties - 50% **

Identify opportunities when processing transactions to meet clients’ needs and refer opportunities to bankers

Executes an extensive variety of customer transactions in accordance with Bank policy and procedures.

Maintains working knowledge of all products offered by the Bank and corresponding policies and procedures.

Maintains working knowledge of all banking regulations.

Handles large amounts of cash in an organized, timely and accurate fashion. Balances own cash drawer daily within the prescribed balancing guidelines.

Acts as significant deterrent of robbery and fraud loss to Bank by following procedures and regulations and knowing the customer.

Assists in daily office work to ensure proper balancing of branch and timely delivery of work to appropriate departments. May assist with branch capture of transaction work and cash letter reports as needed.

Provides back up and support to Branch Supervisor tasks as needed.

Available to work Saturday hours and travel to nearby offices as required.

- Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one’s duties.

**Education: **

- High school diploma or equivalent

**Experience: **

- Prior transaction or teller experience preferred

- Prior customer service experience preferred

- Cash handling experience

**Skills & Knowledge: **

- Customer service skills

- Communication skills

- Basic computer skills

- Interpersonal skills

Beacon Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at hr@berkshirebank.com.

RedBuilt™ is a leader in the design, manufacture and support of patented engineered structural wood products for commercial and industrial applications. Headquartered in Boise, ID, RedBuilt operates four manufacturing plants, five design centers, and sales offices throughout the United States.

RedBuilt delivers the industry's most innovative and leading-edge engineered wood products and building systems for commercial and multifamily applications. Our products include custom Open-Web trusses, I-joists, LVL and all of the complementary components, as well as product engineering and technical on-site support. In addition, RedBuilt has a range of concrete shoring and wood scaffold planking solutions.

The company was purchased by private capital firm Atlas Holdings LLC and a group of senior leaders and managers from the engineered wood community.  Atlas Holdings, located in Greenwich, Connecticut, operates businesses in a number of industrial sectors, including the wood products, pulp and paper, packaging, capital equipment and industrial services industries. Founded in 1999 with the acquisition of a single paper mill, Atlas has since expanded operations to include nearly 100 facilities across North America and Europe and now employs over 12,000 people. For additional information, please visit www.atlasholdingsllc.com.

Industry: Building Materials
Company Size: 201-500 employees

RedBuilt, LLC

**RedBuilt™ ** is a leading engineered wood products, structural components, and construction systems supplier to the commercial construction industry across North America. Our continued reputation for unparalleled customer service and support goes back over 50 years.

We are built on **safety **, **customers **, **careers **, **community **, and the **structures **we shape.

**Summary: **

The RedBuilt Credit Department assesses risk, secures statutory lien/bond rights, and facilitates collection of outstanding accounts receivable. Successful implementation turns sales into cash and minimizes the risk of bad debts.

We are looking for a full-time Credit Analyst or Senior Credit Analyst to join the Credit Team. They are expected to be a conceptual thinker with strong communication skills. The ideal candidate will be flexible, adapting to change and shifting priorities while demonstrating excellent organization and time management skills. They must also have excellent computer and problem-solving skills. They will demonstrate sound professional judgment and the ability to balance risk mitigation with business growth, while acting as a trusted partner to the Credit Manager, Sales, and Operations by providing thoughtful analysis and recommendations. They will take ownership of assigned responsibilities while proactively identifying opportunities to improve credit processes and outcomes. Most of all, they will be committed to the RedBuilt “Why” and dedicated to helping the company minimize the risk of bad debts.

**Essential Functions: **

- Perform key Credit Analyst responsibilities which include filing preliminary lien notices, lien waivers, billing paperwork, and supporting administrative tasks

- Evaluation and approval of credit/project information up to a designated credit limit

- Research and resolve customer credit inquiries

- Collection of outstanding accounts receivable while protecting lien rights

- Serve as a subject matter expert for credit policies, lien rights, and collection practices

- Contribute to the development and continuous improvement of credit procedures

- Participate in cross functional discussions related to customer risk, disputed accounts, or process improvements

- Additional duties as assigned

**Job Requirements, Skills, and Abilities: **

- Strong working knowledge of credit approval, invoicing, payment processing, collection, and cash application procedures

- Solid understanding of lien laws and legal aspects of construction finance

- Demonstrated business acumen with an understanding of how credit decisions impact cash flow, sales, and customer relationships

- Excellent communicator who partners effectively with sales personnel, external customers, general contractors, project owners and lenders

- Demonstrates professionalism, maturity, and confidence in handling sensitive or high stakes credit matters with both internal and external stakeholders

- Fantastic organizational and time management skills with a proven ability to meet deadlines and accommodate competing priorities.

- Self directed, with a proactive mindset toward process improvement and collaboration

- Interest and aptitude in expanding knowledge of credit policy, risk management, and construction finance trends.

- Proficiency in Microsoft Office, MS Teams, and other related computer applications.

- NetSuite experience a plus and/or proven ability to adapt easily to new ERP software

**Education and Experience **

- Minimum 4 years credit/collection experience

- Construction Industry knowledge or experience, particularly with construction financing, draw schedules, progress payments, and lien rights.

- Bachelor’s degree in a related field a plus, or additional equivalent experience

**Reports to: **Credit Manager

**FLSA Classification: ** Non-Exempt

**Job Type: ** Full-time

**Pay: **$62k - $80k Annually DOE; Paid Hourly and Overtime Eligible as a Non-Exempt position

**Work Location: ** Boise, ID (with hybrid work opportunity subject to manager approval)

**Benefits: **

- 11 Paid Holidays (includes 2 Floating Holidays of your choosing)

- Paid Time Off

- Paid Community Service

- Health Benefits (Medical, Dental, Vision)

- FSA/HSA Options

- 401k Retirement Plan with Employer Matching

- Opportunity for bonus

- Flexible Dependent Care Account

- Employee Assistance Program (EAP)

- Company Paid Basic Life and AD&D Insurance

- Company Paid Short Term Disability

- Voluntary Long-Term Disability

- Voluntary Life and AD&D Insurance

**If this sounds like you, we would love to hear from you! **

**RedBuilt is an equal opportunity employer. **

Must take pre-employment drug test and a background check which includes criminal records to be considered for the position.

Please note that the job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this role. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice.

Credit Analyst/Senior Credit Analyst

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