Rok Lending Jobs in Usa

Full job description

United Mortgage Lending LLC is looking for a detail-oriented and motivated Mortgage Loan Processor to join our team. In this role you will process mortgage applications, ensure and analyze all loan documentation, and ensuring that all loan documents are accurate and compliant with applicable regulations.

Key Responsibilities:

• Review loan approvals and gather necessary documentation from borrowers
• Ensure compliance with Federal lending regulations
• Analyze credit and collateral documents; submit files to underwriting
• Clear loan conditions and communicate effectively with the team
• Provide excellent customer service throughout the loan process

Job Requirements:

• Minimum 2 years of experience in Retail Mortgage processing
• Manage a pipeline of 30-50 loans.
• Experience with Salesforce, Lending Pad and sub prime lender portals
• Knowledge of Conventional, Jumbo, FHA, and VA processing
• Strong verbal and written communication skills

Education:

• High school diploma or GED

Languages:

• English required; Spanish a plus

Benefits:

• Health, dental, and vision insurance
• 401(k)

Job Type: Full-time

Pay: $40,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Retail Mortgage: 1 year (Preferred)
• Mortgage Processing: 1 year (Preferred)

Work Location: In person

• 
  
  
• Advanced Customer Experience & Advisory Engagement:
  
  
• Deliver a highly personalized and consultative customer experience across inperson, phone, and digital channels.
  
  
• Conduct deeper financial conversations to understand short and longterm needs and recommend appropriate deposit, lending, and digital solutions.
  
  
• Serve as a primary point of contact for more complex customer relationships, partnering internally when additional expertise is needed.
  
  

• 
  
  
• Open and service consumer and smallbusiness (as authorized) accounts; complete account maintenance and ensure accuracy of documentation.
  
  
• Process deposits, withdrawals, payments, transfers, official checks, and related financial transactions.
  
  
• Assist with debit/ATM issuance, safedeposit access, check orders, foreign currency exchange (as applicable), and digital banking troubleshooting.
  
  

• 
  
  
• Lead or assist in originating consumer loans with emphasis on Home Equity Loans and Home Equity Lines of Credit (HELOCs).
  
  
• Analyze credit reports, debttoincome ratios, collateral, and applicant financials to inform product recommendations.
  
  
• Prepare and package loan applications, gather required documentation, and manage the loan process through approval, closing, and file completion.
  
  
• Stay informed on lending regulations, pricing structures, underwriting standards, and policy changes.
  
  
• Support credit administration, resolve exceptions, and maintain regulatory compliance for all lending activity.
  
  

• 
  
  
• Identify opportunities to expand relationships through product recommendations, financial education, and proactive outreach.
  
  
• Use available reports and tools to identify customer needs, product gaps, and targeted calling opportunities.
  
  
• Contribute to the achievement of business objectives by conducting internal and external sales calls and other business development activities.
  
  
• Refer customers to internal specialists (mortgage, commercial banking, wealth) to ensure a comprehensive financial experience.
  
  
• Meet and exceed assigned individual and branchlevel sales, service, and referral goals.
  
  

• 
  
  
• Research and resolve escalated or complex service issues, account discrepancies, loan questions, digital banking problems, and transaction disputes.
  
  
• Provide clear communication and followthrough to ensure customer confidence and satisfaction.
  
  

• 
  
  
• Maintain strong operational controls and adhere to Nicolet policies, regulatory requirements, and security protocols.
  
  
• Support branch operations including teller backup, vault duties, balancing, dualcontrol procedures, and audit preparation.
  
  
• Uphold confidentiality, fraud prevention protocols, and high standards of data integrity.
  
  

• 
  
  
• Collaborate with teammates to support branch goals, participate in daily huddles, and contribute to a positive and inclusive environment.
  
  
• Represent Nicolet in community events and build relationships that strengthen pipeline development and brand presence.
  
  
• Provide informal coaching and support for newer employees, especially on lending fundamentals.
  
  

• 
  
  
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of services provided by Nicolet.
  
  
• Understand and communicate the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification, including a commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  
  
• Performs all other duties as assigned.
  
  

• 
  
  
• High school diploma or equivalent required; additional education in business or finance preferred.
  
  
• Minimum 2-3 years of banking experience, including personal banking or advanced teller responsibilities.
  
  
• Prior experience in consumer lending or foundational credit analysis strongly preferred.
  
  
• Demonstrated ability to meet sales, service, and referral goals.
  
  

• 
  
  
• Medical, Dental, Vision, & Life Insurance
  
  
• 401(k) with a company match
  
  
• PT0 & 11 1/2 Paid Holidays
  
  

Manager of Analytics

LENDING | ORIGINATIONS STRATEGY | CREDIT PERFORMANCE | DECISION ANALYTICS

Chicago, IL (Hybrid)

$115,000 – $130,000 + Bonus + Benefits

Are you an analytically sharp professional looking to own core lending strategy?

A growing financial services organization is hiring a Manager of Analytics to help shape originations strategy, from who to market to, to who progresses through underwriting, to how performance is monitored across the lending lifecycle.

This is a high-impact, cross-functional role where you will work across Credit, Sales, Operations, and Leadership to deliver insights that directly influence approval strategy, risk performance, and profitability.

The Role

As Manager of Analytics, you will sit within the Credit & Analytics function and play a key role in evolving credit acquisition and decision strategy.

You will analyze applicant and portfolio performance, evaluate underwriting or rule changes, and assess how strategic adjustments impact approval rates, risk exposure, and unit economics.

Key Responsibilities

• Analyze acquisition and approval performance across the lending funnel
• Evaluate the impact of underwriting or policy changes on portfolio risk and profitability
• Monitor early risk indicators and performance trends across originated accounts
• Develop KPIs and dashboards to track originations health and commercial outcomes
• Partner with model development teams on scorecards and decision strategies
• Collaborate cross-functionally with Sales, Operations, and Legal on strategic initiatives
• Present insights and recommendations to senior leadership

Your Skills & Experience

You will thrive in this role if you combine strong technical analytics with a commercial understanding of lending economics.

Essential

• 3 to 7 years of experience in credit analytics, lending strategy, or risk analytics
• Strong SQL proficiency and experience working with large datasets
• Experience with BI tools such as Tableau or Power BI
• Clear understanding of lending economics and risk trade-offs
• Experience analyzing customer acquisition, segmentation, or lifecycle performance
• Strong communication and stakeholder management skills

Preferred

• Experience working with underwriting models or credit decision systems
• Python or R experience
• Background in consumer lending or financial services

Benefits

Competitive salary plus annual bonus

Comprehensive medical, dental, and vision coverage

Hybrid working model

401(k) match with immediate vesting

Clear progression within a growing, analytics-driven lending organization

Job ID: 408635

Practice area:- Finance - Banking

Banking & Finance Associate Attorney (2–8 Years) – Commercial Lending & Institutional Finance | New York, NY

________________________________________

Keywords:- Banking & Finance Associate Attorney, Finance Attorney, Banking Attorney, Commercial Lending Attorney, Institutional Finance Attorney, New York legal jobs, Attorney jobs NYC, NY Bar required, Law firm finance associate, Partner-track position, lawyer

A respected law firm is seeking a Banking & Finance Associate Attorney in New York, NY with 2–8 years of experience advising lenders and borrowers on sophisticated loan transactions. This is a standout opportunity for candidates pursuing New York legal jobs with strong deal exposure and a partner-track position.

This international, mid-sized, and young New York office has attorneys with a wide array of experience in antitrust law and commercial litigation; corporate finance and securities law; employment litigation and labor; project finance and development; real estate and mortgage finance; restructuring, insolvency and reorganization, and transactions based in Latin America. Although they only offer relatively competitive salaries, their team-oriented and informal environment -- where even the most senior partners are associates, mentors, and friends -- is conducive to quality and success.

________________________________________

A well-established international law firm is seeking a mid- to senior-level Banking & Finance Associate Attorney to join its New York office. This opportunity is designed for an attorney with 2–8 years of experience representing lenders or corporate borrowers in a broad range of financing transactions, including commercial bank loans, alternative lender loans, and institutional term loans.

This role offers the chance to work on sophisticated finance matters within a collaborative and entrepreneurial team. For candidates exploring New York legal jobs, this position stands out for its high-quality transactional work, direct client exposure, and long-term advancement potential. This opportunity is actively interviewing and rarely opens at this level.

________________________________________

Key Responsibilities

• Represent lenders and corporate borrowers in commercial bank loan transactions

• Advise clients on alternative lender loans and institutional term loans

• Draft, review, and negotiate loan documentation and related agreements

• Collaborate with legal teams and business stakeholders to ensure compliance with financial and regulatory requirements

• Support the structuring, execution, and closing of finance transactions

• Analyze lending terms, risks, and borrower obligations across a variety of deal types

• Manage multiple matters simultaneously while maintaining strong responsiveness and attention to detail

• Work closely with senior attorneys and clients on strategic finance and lending issues

________________________________________

Qualifications

• 2–8 years of relevant finance law experience

• Strong experience representing lenders or corporate borrowers in financing transactions

• Proven background in commercial bank loans, alternative lending, and institutional term loans

• Admission to the New York State Bar required

• Strong analytical and negotiation skills

• Ability to work effectively in a collaborative team environment

• Excellent written and verbal communication skills

• Strong organizational and time management abilities

• Proficiency in legal research, drafting, and transaction management

• Juris Doctor (JD) degree from an accredited law school

________________________________________

Culture & Firm Appeal

This top-tier law firm offers attorneys the benefit of an international platform combined with the feel of a close-knit and highly collegial office. The environment is known for being team-oriented and informal, with approachable leadership and strong day-to-day collaboration across seniority levels.

For a Banking & Finance Associate Attorney, this creates an appealing opportunity to develop substantive finance experience while working in a setting where mentorship is part of the culture. Even senior lawyers are known for being accessible, supportive, and invested in the success of the team.

Candidates seeking New York legal jobs with meaningful responsibility, steady professional development, and a credible partner-track position will find this opportunity especially attractive. The practice’s exposure to cross-border matters and varied financial transactions also adds to the long-term value of the role.

________________________________________

Why This Role Is Unique

This Finance Attorney role offers a broad lending practice rather than a narrow niche. The successful candidate will work on commercial bank loans, alternative lending matters, and institutional term loans, building highly transferable experience across the finance sector.

The role is especially attractive for attorneys who want to deepen lender-side or borrower-side experience while working in a supportive, entrepreneurial office. It is also a strong fit for candidates moving from regional or larger platforms who want sophisticated work in a more personable environment with clear growth potential.

By year-end, the attorney in this role could be handling key loan documentation, leading deal workstreams, and becoming a trusted contributor on significant financing matters.

________________________________________

Compensation & Benefits

• Comprehensive health insurance

• Retirement savings plan

• Professional development opportunities

________________________________________

Call to Action

Apply now for a confidential discussion with a BCG Attorney Search recruiter.

Submit your resume to learn more about this prestigious role.

Explore this exceptional Banking & Finance Associate Attorney opportunity in New York today.

________________________________________

BCG Attorney Search is the industry leader for placing candidates in permanent positions in law firms. Since 2000, our recruiters have placed several thousand attorneys and enjoyed extraordinarily high success rates with our candidates. As a BCG Attorney Search candidate, you have access to more opportunities than any legal placement firm in the United States. We are able to offer the most in-depth insight in the legal recruiting market thanks to our dedicated team of over 150 employees who mercilessly research, study and analyze the legal market. The depth and breadth of our research empowers us to place attorneys at rates that are unparalleled at any placement firm in the United States. Many of our recruiters make 30 to 40 placements per year, while recruiters at competitor firms are likely to make four or five. Unlike other placement firms that can only tell you about openings at major AmLaw firms, we place candidates of all backgrounds in firms of all sizes. While other legal recruiters only represent a narrow band of candidates from top law firms and top law schools, our research, firm contacts, and market insight allow us to place hundreds of candidates each year who do not fit this mold. It is rare that we do not get candidates we represent interviews and offers. No one in the world is better at legal recruiting and placement than BCG Attorney Search.

BCG Attorney Search will confidentially review your application and will not forward your materials to the firm without first discussing the opportunity with you.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

This position has designated lending authority and is responsible for reviewing Consumer loans for compliance.

Essential Responsibilities:

• Review Consumer loans via the Consumer LOS for quality assurance, adherence to compliance policies, regulatory polices (such as Fair Lending) underwriting, policies, and documentation requirements
• Review Consumer loans (including bank-wide employee loans) via the various Consumer loan platforms
• Perform credit analysis and investigations as outlined in bank policy and procedures
• Communicate loan decisions to customers in a timely manner
• Review exceptions and collaborate with supervisor and/or management to resolve
• Assist Supervisor(s) with testing loan system updates
• Assist Supervisors(s) with daily operations as they pertain to Direct Lending
• Assist Supervisor(s) with updating procedures as needed
• Provide periodic reports to Supervisor(s) and/or management
• Provide quality service to customers (internal and external), coworkers and management
• Comply with operating policies and procedures to maintain adequate controls and to ensure the Bank's adherence to outside regulatory agencies
• Assist with and absorb additional Direct Lending related functions resulting from a merger/acquisition
• Actively cross-sell other bank loan and deposit products
• Perform other duties as assigned or directed
• Maintain proficient knowledge of laws and regulations; demonstrate ongoing compliance with all laws and regulations applicable to position; ensure ongoing adherence to pertinent policies, procedures, and internal controls, and meet all job-specific training requirements in a timely manner

Ancillary Duties:

• May travel throughout branch network
• As an integral member of the Direct Lending Department, this position is responsible to assist the department, as well as the Bank, in achieving their goals

Education, Training and Requirements:

• High School Diploma or GED required
• Associates degree in a related field of study strongly preferred
• May be required to work nights, weekends and holidays
• Valid driver's license
• All applicants must be 18 years of age or older.

Skills:

• Keen attention to detail
• Proficient reading, writing, grammar and mathematical skills
• Proficient interpersonal relations and communicative skills
• Adaptable
• Flexible and understanding of change
• Positive attitude with lever-headed approach
• Creative thinker
• Collaborative
• Team player
• Good work ethic
• Ability to manage responsibilities well
• Able to maintain focus within an open floor plan office setting consisting of simultaneous professional conversations

Experience:

• Minimum of two (2) years' experience in a related field required
• Minimum of one (1) year of lending or underwriting experience highly preferred.

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures.

A Branch Manager 1 will normally manage a branch office having between $15MM and $24.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position will have consumer lending authority and may have SBL (Small Business Lending) responsibilities.

• Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
• Lead in the selection of new personnel
• Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
• Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback
• Work with management to establish growth, sales and profit objectives
• Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
• Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff
• Conduct regularly scheduled sales and customer service meetings (at least monthly)
• Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
• Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area
• Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff
• Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
• Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch.
• Monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
• Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff
• Actively participate in the community as a reflection of the bank's goal for strong community involvement
• Handle advertising and contribution requests
• Integrate activities through communication with District Manager, Branch Administration, other management, etc.
• Other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Education/Training:

• Associates Degree in Finance or Business or equivalent training preferred
• Specialized banking education, experience or training
• Valid Driver License

Skills:

• Proficient reading, writing, grammar and mathematics skills
• Excellent interpersonal relation and communication skills
• Evidence of positive and effective leadership qualities
• Thorough knowledge of the features and benefits of bank products and services
• Consumer lending knowledge and authority
• Working knowledge of Bank operating policies and procedures
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

• Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position
• Minimum one (1) year of supervisory experience required
• All applicants must be 18 years of age or older

Other:

This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).

Hours: 40 hours/week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration.

Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day.

To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities.

A Branch Manager is responsible for meeting the financial service needs of customers while supervising assigned branch staff and adhering to required staffing levels. It is the Branch Manager's responsibility to ensure the Branch is in compliance with operating policy and procedures.

A Branch Manager 1 will normally manage a branch office having between $15MM and $24.9MM in combined loans and deposits (excluding commercial loans) and a staff of up to six (6) FTE employee. Level could also be impacted by related experience and/or mortgage lending capacity. This position will have consumer lending authority and may have SBL (Small Business Lending) responsibilities.

• Ensure assigned branch is properly staffed and staff is trained to meet customer sales and service needs as well as branch objectives
• Lead in the selection of new personnel
• Review employee performance throughout the probationary period and on a regularly scheduled basis thereafter
• Manage and maximize performance levels of staff members through schedules, distribution of assignments and regular feedback
• Work with management to establish growth, sales and profit objectives
• Implement strategies to achieve goals assigned to the branch as established in the region's annual operating plan; assist in the development of the annual budget for the branch and adhere to budget parameters
• Consult with sales staff to establish specific sales and customer service goals; and provide results reports to staff
• Conduct regularly scheduled sales and customer service meetings (at least monthly)
• Serve as an active member of the customer service team and be held accountable for branch sales and lending performance
• Conduct "outside" sales and customer service calls on present and prospective customers within the branch office market area
• Conduct regularly scheduled sales and customer service meetings (at least monthly) with focus on having informed staff
• Establish and confirm all branch operations are performed in accordance with established bank policy and procedures, either directly or through appropriate supervision (i.e. cash balancing, dual control, etc.)
• Coordinate proper security, facility, and risk measures to minimize loss, and to ensure presentation of the branch.
• Monitor and review loans for appropriate risk rating to minimize risk rating changes by the bank's loan review processes
• Demonstrate cooperative efforts in working with other departments and within own branch while encountering similar behavior from staff
• Actively participate in the community as a reflection of the bank's goal for strong community involvement
• Handle advertising and contribution requests
• Integrate activities through communication with District Manager, Branch Administration, other management, etc.
• Other related duties as assigned or directed
• Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all training requirements in a timely manner

Education/Training:

• Associates Degree in Finance or Business or equivalent training preferred
• Specialized banking education, experience or training
• Valid Driver License

Skills:

• Proficient reading, writing, grammar and mathematics skills
• Excellent interpersonal relation and communication skills
• Evidence of positive and effective leadership qualities
• Thorough knowledge of the features and benefits of bank products and services
• Consumer lending knowledge and authority
• Working knowledge of Bank operating policies and procedures
• Must be able to consistently demonstrate the Company's core values: a strong work ethic, integrity, respect for others, responsibility, transparency and humility

Experience:

• Minimum five (5) years of related experience is normally required with at least one (1) year in a related lending position
• Minimum one (1) year of supervisory experience required
• All applicants must be 18 years of age or older

Other:

This position requires National Mortgage Licensing System ("NMLS") registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act).

Hours: 40 hours per week

Compensation: Commensurate with experience plus potential for annual merit increase. In addition to your competitive salary, you will be rewarded benefits including: 11 paid holidays, paid vacation, Medical, Vision & Dental insurance, 401K with generous match, Pension, Tuition Reimbursement, Banking discounts and the list goes on!

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee may be required to stand, walk or sit. Use hands and fingers, handle or feel, reach with hands or arms, and speak and hear. The employee may occasionally be required to lift and or move up to 25 pounds. Specific vision abilities required by this job include close vision, and the ability to focus.

The Company is an Affirmative Action, Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation and gender identity), national origin, citizenship status, age, disability, genetic information, veteran status, or any other characteristic protected by applicable federal, state or local law.

The Company will make reasonable accommodations for qualified individuals with a disability. If you have a physical or mental impairment and would like to request an accommodation with respect to the application process, please contact the Human Resources Department.

Overview

Platinum Federal Credit Union is seeking a strategic, execution-focused Chief Operating Officer (COO) to join its executive leadership team. Reporting directly to the CEO, the COO will oversee Operations, Information Technology, and Marketing, ensuring scalable performance, operational excellence, and strong member experience as the Credit Union continues to grow.

This role is ideal for a proven leader who combines operational discipline, strong IT acumen, and modern marketing insight, and who thrives in a collaborative, fast-moving credit union environment.

Key Responsibilities

• Lead and integrate all Operations, IT, and Marketing functions
• Provide executive oversight and integration with Lending Operations (consumer and commercial) and Account Operations to ensure end-to-end member experience excellence
• Ensure efficient, compliant, and scalable day-to-day operations across branches, lending, account services, and support areas
• Oversee IT infrastructure, cybersecurity, core systems, vendors, and digital transformation initiatives that support lending and account operations
• Drive marketing strategy, digital engagement, brand consistency, and member growth in coordination with lending and product strategies
• Establish KPIs, dashboards, and performance accountability across all supervised and integrated departments
• Partner closely with the Chief Lending Officer (CLO) and branch leadership to align lending workflows, account servicing, and operational support
• Partner with the CEO to execute strategic initiatives and Board-approved priorities

What Success Looks Like

• Improved operational efficiency and service consistency
• Stable, secure, and forward-looking technology environment
• Measurable growth and ROI from marketing initiatives
• Strong leadership bench and engaged teams
• Seamless execution of enterprise-wide initiatives

Qualifications

Required:

• Bachelor’s degree in Business, IT, Operations, Marketing, or related field
• 10+ years of progressive leadership experience in financial services or a regulated environment
• Proven experience overseeing Operations and/or IT (credit union or banking experience strongly preferred)
• Demonstrated ability to lead multi-functional teams and enterprise initiatives

Preferred:

• Master’s degree (MBA or similar)
• Bank of Credit union experience
• Strong working knowledge of core systems, cybersecurity, and digital channels
• Experience aligning marketing strategy with growth and operational execution

Why Join PFCU

• Executive leadership role with direct impact on strategy and growth
• Opportunity to modernize operations and technology in a member-focused institution
• Collaborative executive team and strong organizational culture

Platinum Federal Credit Union is an equal opportunity employer committed to diversity, equity, and inclusion.

Macdonald & Company is proud to partner with a leading private real estate lender and alternative investment manager that has originated over $7 billion in loans and currently services a portfolio exceeding $2 billion. As the firm continues to expand its presence across the Southwest, it is seeking to appoint a Director of Loan Originations to drive lending activity across the Arizona market.

About the Role

The Director of Loan Originations will be responsible for sourcing and structuring new lending opportunities across Arizona, with a primary focus on Single Family Residential/SFR construction loans, including ground-up construction and fix-and-flip financing.

The successful candidate will build and manage relationships with local developers, builders, and real estate investors while working closely with internal credit, legal, and operations teams to efficiently move transactions through underwriting and closing. This individual will play a key role in expanding the firm’s presence in the Arizona market and growing a self-generated pipeline of lending opportunities.

Key Responsibilities

• Originate new lending opportunities across Arizona focused primarily on SFR construction loans, including ground-up construction and fix-and-flip projects.
• Develop and manage a robust deal pipeline through relationships with builders, real estate investors, brokers, and other referral partners.
• Conduct initial borrower and credit screening to assess deal viability and ensure alignment with the firm’s underwriting guidelines.
• Structure loan terms and gather the documentation required to advance transactions through the underwriting process.
• Work closely with internal credit, legal, and operations teams to ensure loans progress efficiently from screening through closing and funding.
• Serve as the primary relationship manager for borrowers and referral partners, fostering long-term relationships and repeat business.
• Represent the firm at industry events, networking functions, and real estate gatherings to expand market visibility and promote lending solutions.
• Provide insight on local market trends, borrower activity, and competitive dynamics to help inform the firm’s lending strategy.