Mortgage Loan Processor

We are seeking a full-time Wealth Management Assistant to support operational and client service functions within a fast-paced financial services environment. This individual plays a critical role in ensuring that transactions are processed accurately and efficiently while providing exceptional service to clients. The ideal candidate will have a strong attention to detail, excellent communication skills, and the ability to manage multiple priorities. Key Responsibilities: Open and set up new accounts across platforms such as National Financial Services, Envestnet, and AnnuityRight. Process and reconcile client transactions and distribution requests. Create and monitor transfer requests to ensure timely movement of funds. Research and resolve client inquiries and service issues. Review time-sensitive and complex documentation for accuracy and compliance. Maintain detailed client records and activity logs in Redtail CRM. Communicate status updates and resolutions clearly with clients. Update account information and maintain ongoing documentation. Participate in special projects and administrative support tasks as assigned. Requirements Required Qualifications: Minimum of 2 years of relevant experience in administrative support or customer service within financial services. Proficiency in Microsoft Office (Word, Excel, Outlook). Strong organizational skills and ability to work both independently and collaboratively. High attention to detail with effective problem-solving abilities. Excellent phone etiquette and written/verbal communication skills. Ability to follow processes and procedures with consistency. Preferred Qualifications: Experience with Redtail CRM or similar client management systems. Familiarity with account platforms such as NFS, Envestnet, and AnnuityRight. Benefits Benefits: Health insurance Dental insurance Paid time off (vacation and holidays) Disability insurance Retirement plan (Simple IRA with employer match)

Sr. Credit Risk Review Analyst - Commercial Lending Pittsburgh, PA Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments.   Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  This position is located in our Mesquite branch. Must be willing to work at least two Saturday shifts per month. Supervisor and loan experience a plus.    SUMMARY Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.  Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, and handles member's daily credit union needs.  This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned. Cross-sells a wide array of credit union products including loan products, deposit products and electronic services such as CUAnywhere and online banking.    Meets established goals for acceptable penetration or monthly sales numbers on all ancillary loan products. Interviews applicant and requests specified information for loan application.  Ensures loan agreements are complete and accurate according to policy.  Serves as subject matter expert and provides assistance to members about products that best meet their needs.  Acting supervisor in the absence of the Branch Manager.  This includes the opening and closing of branch as needed.  Works loan to obtain approval from centralized lending and then closes loan with member.  Responsible for securing liens on motor vehicles, and ensuring that the right documentation includes appropriate lien position on home equity loans.  Opens new accounts, checking, certificates, money markets, IRA or CD accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.  May perform the following teller duties:  receives checks and cash for deposit, verifies amount, and examines checks for endorsements.  This includes loan payments and processing credit card payments and cash advances.  Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures.  Apply payments to AFCU loans, credit card payments and cash advances.  Enters customers' transactions into computer to record transactions, and issues computer generated receipts. Responsible for picking up and processing the Night Drop deposits from the branch ATM. .Responsible for correcting all new account exceptions or transactional errors under Teller Number.  Provides account information and handles member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns.  Processes and balances bond redemptions when necessary.  Makes copies and files correspondence and other records on a daily basis.  Opens and closes the branch as needed.   The salary range for this position is $20.69 -$25.86 /hr. and is based on relevant experience. Requirements EDUCATION and/or EXPERIENCE  Associates Degree (A.A.) or equivalent from two–year College or technical school; or six months related experience.  Or equivalent combination of education and experience. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Founded in 2010, Fun Town RV (FTRV) has grown into Texas’s largest RV chain, operating 36 locations and planning to expand. We provide excellent customer service and offer top RV brands for less, backed by a rigorous 100+ point inspection process on every RV we sell. At Fun Town RV, we prioritize hiring candidates who are honest, accountable, positive, and passionate about exceeding expectations. If you're seeking a dynamic career with growth potential and competitive earning opportunities, we encourage you to apply! Overview: The Finance Manager serves as the critical link between the customer and lending institutions, providing tailored finance options while ensuring all transactions are compliant with legal and ethical standards. This role is responsible for maximizing finance income, maintaining customer satisfaction, and promoting ancillary products and services.  Key Responsibilities: Customer & Lender Coordination: Act as the primary liaison between customers and financial institutions to secure financing. Present finance options that meet individual customer needs. Maintain strong relationships with lender representatives. Credit Review & Payment Structuring: Review and analyze customer credit applications for accuracy and eligibility. Offer appropriate payment plans tailored to the customer’s financial profile. Ensure clear and accurate communication of financing terms. Product Sales & Compliance: Present and explain service contracts, GAP insurance, and other F&I products. Maintain compliance with state and federal regulations throughout the transaction process. Ensure ethical standards are upheld in every deal. Documentation & Reporting: Accurately complete all finance-related documentation and deal paperwork. Ensure timely funding of deals and resolution of any funding issues. Track and report F&I performance metrics, including product penetration and income generation. Goal Achievement & Customer Satisfaction: Consistently meet or exceed monthly finance income and product sales targets. Maintain high customer satisfaction scores through professional and informative interactions. Collaborate with the sales team to close deals efficiently and ethically. Requirements 2+ years of experience as a Finance Manager in the RV or automotive industry. Demonstrated success in closing deals and achieving finance income goals. Proficient in financial software applications and dealership management systems. Strong computer skills; Excel and CRM experience preferred. Excellent communication, organizational, and interpersonal skills. Knowledge of compliance requirements for consumer financing. Self-motivated with a high attention to detail and a customer-first mindset. Must pass MVR and background check. Physical Requirements:  Prolonged periods of sitting and reviewing documents or working on a computer. Frequent verbal communication with customers, lenders, and team members. Ability to travel occasionally to various dealership locations. Visual acuity to read contracts and fine print with accuracy. Must be able to lift up to 25 lbs. occasionally.0 Benefits Competitive salary based on experience. Health, dental, and vision insurance. Life Insurance. Paid vacation and holidays. 401(k) with company match and profit sharing. Christmas Savings Plan. Employee discounts in company stores Join Our Growing Team! At Fun Town RV, we value our employees and provide opportunities for career advancement in an exciting, fast-growing industry. If you’re ready to be part of a company that values hard work and dedication, apply today! Fun Town RV is an Equal Opportunity Employer. All qualified applicants will be considered for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, or disability status. Applicants must be authorized to work in the U.S. Drug screening, driving record, and background checks may be conducted prior to and during employment.

CSBio is a peptide contract manufacturing founded in 1993. Our initial products were a complete line of automated synthesizers for manufacturing and process development, with a focus on cGMP production. In 1994, we opened our custom peptide facility and began producing high quality compounds for research organizations and pharmaceutical companies worldwide. In 2004, we opened our peptide production facility in Menlo Park, CA and in 2014, we expanded our production capability through the addition of a new, state of the art building dedicated to cGMP peptide production. In 2017, we passed a FDA inspection and were recommended to be approved for commercial drug substance manufacturing. In 2023, we added additional cGMP clinical production capacity in Milpitas, CA. Job Duties: Lead annual budgeting and rolling forecasts, partnering with functional leaders across R&D, manufacturing, and G&A. Develop and maintain long-range financial models aligned with strategic plans, product timelines, and fundraising needs. Oversee monthly, quarterly, and annual financial reporting in accordance with GAAP (or IFRS), ensuring accuracy and transparency. Manage the monthly close process, including revenue recognition, accruals, and variance analysis. Monitor cash flow, burn rate, and liquidity, and lead treasury operations including banking and credit facility oversight. Own board, investor, and executive financial reporting, including KPI dashboards, scenario models, and fundraising support materials. Evaluate capital investments, clinical programs, and M&A/licensing opportunities through business case modeling and ROI analysis. Support pipeline and R&D program decision-making with cost tracking by indication or program and milestone modeling. Oversee clinical trial and regulatory budgeting, including vendor management, CRO payments, and regulatory fee forecasts. Manage COGS modeling and inventory accounting, especially for CDMO, diagnostic, or commercial-stage operations. Ensure audit readiness and regulatory compliance, including coordination with external auditors and SOX/internal controls as needed. Lead and grow the finance and accounting team, developing capabilities in FP&A, GL, AP/AR, and procurement where applicable. Drive ERP and financial systems implementation or optimization, ensuring scalability and strong internal controls. Support pricing strategy and commercialization planning, including cost-plus, value-based, or ASP modeling where applicable. Act as a key advisor to the CFO and executive team, aligning financial insights with business strategy, risk management, and capital planning. Let me know if you want this version customized for a pre-revenue biotech, a cash-flowing CDMO, or investor fundraising stage focus. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Supports everyone's efforts to succeed. Organizational Support - Follows policies and procedures; Completes tasks correctly and on time; Supports organization goals and values. Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence. Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events. Requirements Education & Credentials: Bachelor’s degree in Finance, Accounting, or related field required; CPA, CMA, or MBA strongly preferred. Industry Experience: 8–12 years of progressive finance experience, including 3–5 years in a leadership role within life sciences (biotech, pharma, CDMO, or diagnostics). Technical Expertise: Strong command of financial planning, GAAP reporting, ASC 606 revenue recognition, and ERP systems (e.g., NetSuite, SAP). Sector Knowledge: Deep understanding of R&D cost tracking, clinical trial budgeting, COGS modeling, and commercialization finance in regulated environments. Analytical & Communication Skills: Advanced Excel and modeling proficiency; able to translate complex data into clear insights for executives, investors, and cross-functional teams. Benefits Medical, dental, and vision insurance (Kaiser HMO or BlueShield PPO. Employer pays 90% for Employee and 75% for Employee’s family; Dental: Aetna Dental, Delta Dental, Guardian Dental, MetLife Dental. Vision: VSP and Aetna EyeMed) 401k 10% 1:1 match PTO policy. 10 days PTO Companywide paid holiday during: Week of July 4, Thanksgiving (2 days), Week of December 25 Carpool, clean air vehicle, and cell phone reimbursement Employee rewards and recognition program Company organized social events Quarterly sponsored team building activities

Requirements Benefits