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Job Description Position Title: Advisor Services Associate Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: Bloomington, MN or San Diego, CA; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate is a dual-impact role responsible for delivering a premier service experience to our financial advisors while maintaining the operational integrity of our wealth management platform. You will act as the primary liaison between the Advisor, the Firm, and the Custodian, ensuring that every client request—from account opening to complex money movement—is handled with precision and speed. Primary Responsibilities: · Full-Cycle Account Management: Oversee the entire account lifecycle, including preparation of new account paperwork, processing of ACATS/transfers, and handling "Not In Good Order" (NIGO) resolutions. · Operational Concierge: Serve as the first point of contact for advisors regarding operational inquiries, providing "white-glove" support for money movement (Wires, ACH, Journals) and RMD processing. · Custodial Operations: Manage daily interactions with custodial partners (Schwab, Fidelity, etc.) to advocate for advisor needs and expedite pending service requests. · Trade & Portfolio Administration: Execute investment operations tasks, including processing trade requests, portfolio rebalancing support, and maintaining accurate account attributes in the billing and reporting systems. · Training & Empowerment: Educate new advisory teams on the firm’s operational workflows and proprietary tech stack to ensure they can navigate our systems independently. · Risk & Compliance Oversight: Ensure all client service activities adhere to firm and SEC/FINRA regulations, specifically regarding identity verification and secure money movement. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Service Excellence: A "client-first" mentality with the ability to turn complex operational hurdles into positive service outcomes. · Operational Discipline: High attention to detail; you are the person who catches the small error before it becomes a large problem. · Multitasking Mastery: Ability to pivot between a phone call with an advisor and a complex money movement task without losing accuracy. · Ownership: A proactive approach to following up on open items until they are fully resolved. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $60,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 3600 American Boulevard West, Bloomington, MN 55431; or 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description Position Title: Advisor Services Associate - Onboarding Reports to: Vice President Department: Simplicity Wealth - Advisor Services Group Location: San Diego, CA OR Bloomington, MN; In-office Classification: Full-time, exempt Summary / Job Objective: The Advisor Services Associate – Onboarding is a specialized role within the Simplicity Wealth Advisor Services Team. This individual serves as the primary point of contact for new advisory firms, guiding them through the critical phase of transitioning their book of business. You will be responsible for the seamless migration of Assets Under Management (AUM), ensuring a high-touch, "white-glove" onboarding experience for both advisors and their clients. This position may require 5% travel to assist with Advisor Onboardings. Primary Responsibilities: · AUM Transition Management: Lead the end-to-end execution of asset transitions, including the preparation and processing of ACATS, non-protocol moves, and manual asset transfers. · Concierge Onboarding: Act as the primary project manager for newly affiliated advisors, guiding them through firm registration, system setup, and initial account funding. · Complex Account Opening: Manage high-volume account opening cycles, ensuring accuracy in custodial paperwork (Schwab, Fidelity, etc.) to minimize NIGO (Not In Good Order) rates. · Custodial Liaison: Serve as the expert interface between advisors and custodians to resolve complex transfer-of-asset (TOA) issues and expedite money movement. · Strategic Training: Conduct deep-dive training sessions for new advisory teams on proprietary technology, portfolio management tools, and Simplicity Wealth’s operational workflows. · Process Optimization: Continuously refine the "onboarding playbook" to reduce the time-to-revenue for new advisors and improve the client transition experience. Qualifications: · Education: Bachelor’s degree or equivalent professional experience. · Industry Experience: 2+ years within an RIA, TAMP, or financial services environment, specifically focused on operations or advisor transitions. · Custodial Mastery: 2+ years of hands-on experience with major custodial platforms (Schwab/TD Ameritrade, Pershing, or Fidelity). · Specialized Knowledge: Deep understanding of the ACATS process, cost-basis transfer, and the regulatory nuances of transitioning client assets. · Technical Skill: Mastery of Wealth Management platforms/CRMs (Orion, Salesforce, Redtail) and digital signature workflows (DocuSign). Core Competencies: · Transition Precision: A meticulous eye for detail; you understand that a single error in a transition can delay a firm’s entire launch. · Project Leadership: Ability to manage multiple firm onboardings simultaneously while meeting strict deadlines. · High-Stakes Communication: Professional poise and clarity when communicating with high-net-worth advisors during the stressful "move" period. · Problem Solver: A "figure-it-out" mentality when faced with rejected transfers or complex asset classes. Compensation & Benefits: Compensation will be based on experience. · Salary Range: $56,000 to $75,000 · Annual Performance Bonus Target: 10% · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off · Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; or 3600 American Boulevard West, Bloomington, MN 55431; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Freight Broker Agent (Experience Required). Logistic Dynamics (LDi) is a 3rd Party Logistics (3PL) company that focuses on building our independent contractors (1099) businesses with our Agent-based model. If you do not have Freight Agent/Broker experience, please do not apply.

Job Description Aperto Property Management, Inc. (Aperto) is more than just a property management company-we are a team dedicated to excellence in the multifamily housing industry. Specializing in both conventional and affordable housing, our mission is clear: to set the gold standard in apartment management across the U.S., providing exceptional service, quality management, and superior results for our clients and residents. What We Offer: Joining Aperto means becoming part of a company that values growth, empowerment, and success. Our property management platform supports a full range of services, from new lease-ups to stabilized assets and acquisition rehabs, ensuring comprehensive and expert support for our properties. We're committed to giving you a work environment where learning, development, and a positive culture are at the heart of what we do. About the Role: We're seeking a skilled and detail-oriented Senior Compliance Specialist to join our team in the San Diego, CA! This is an exciting opportunity for a professional with experience in PBS8, Tax Credit (LIHTC), who wants to make a real difference in maintaining the integrity and compliance of our communities. In this role, you'll play a crucial role in ensuring compliance standards are met across our properties, creating a positive impact for residents and stakeholders alike. This role will require you to be on-site working at various properties throughout our portfolio. Why You'll Love Working Here: • Career Growth: We empower our team to take the initiative, with a strong focus on learning, development, and career progression., • Work-Life Balance: Enjoy generous paid time off and a supportive environment that values your well-being., • Comprehensive Benefits: Full medical, dental, vision, and life insurance, along with long-term disability, a 401K with company match, and more. What You'll Do: • Supervise, mentor, and support a team of Compliance Specialists, • Oversee completion of files to ensure they are compliant with applicable Affordable Programs including Move-Ins, Annual Recertification, Interim Recertification, Gross Rent Changes, Terminations, Initial Certifications., • Review files to ensure they are compliant with applicable Affordable Programs., • Complete Enterprise Income Verification (EIV) tasks, including running reports and working discrepancies., • Ensure income/rent limits and utility allowances are accurate on each certification., • Ensure calculated tenant rent and subsidies are accurate., • Monitor status of all certifications., • Monitor portfolio compliance with state, federal, local agency requirements for Affordable programs., • Identify and work through potential compliance issues, working with all peers., • Perform site file reviews for property audit preparation., • Attend state and national compliance training courses, as directed., • Assist in compiling/preparing data to ensure all annual/quarterly agency audits/reports are completed timely., • Work with the site teams to ensure the HUD Voucher is submitted timely., • Participate and assist with the updates to income/rent limits and updates to Utility allowances to ensure compliance is maintained per affordable housing requirements., • Communicate professionally and effectively, verbally and in writing and provide customer assistance and answer questions on compliance issues., • Work as an effective member of a team and in a collaborative manner with staff, peers, and supervisors., • Other duties, as assigned and/or as necessary. What We're Looking For: • Bilingual preferred, • Minimum 3 years of property management experience with over 250+ units properties., • Minimum of 3 years of compliance experience with Project-Based Section 8 and LIHTC., • Experience utilizing Microsoft Office required, Yardi experience highly desirable., • A natural team player with strong attention to detail, and communication., • Proactive problem-solving individual who is dedicated to ensuring compliance are upheld to the highest standards. If you're ready for an exciting, challenging career move with a company that genuinely cares about its people, Aperto is the perfect fit for you. Apply today to join a team that celebrates success, champions growth, and strives for excellence in everything we do. Apply Now and discover why Aperto is the place for property management professionals who want to make a real difference! Aperto Property Management, Inc. iCalBRE Broker License Number 02042194 - we are an equal opportunity employer.

Job Description Position: Sr. Compliance Analyst Reports to: Chief Compliance Officer (CCO) Department: Compliance (Securities) Location: 1512 El Camino Real, San Diego, CA 92130 Classification: Full-Exempt, Exempt Summary / Job Objective: The Sr. Compliance Analyst supports a Registered Investment Adviser (RIA) and Broker-Dealer by leading the review and approval of marketing and advertising materials to ensure compliance with SEC, FINRA, and applicable insurance regulations. This role partners with advisors and marketing teams to enable compliant growth across wealth management and insurance platforms and is responsible for building and managing the firm’s marketing compliance function. Primary Responsibilities: · Lead and manage the marketing compliance review program across advisory, brokerage, and insurance communications. · Build, train, and manage a marketing compliance team as the business grows. · Oversee review and approval of marketing materials, including websites, social media, presentations, emails, and insurance sales content. · Ensure compliance with the SEC Marketing Rule, FINRA Rule 2210, and state insurance advertising standards. · Review testimonials, endorsements, performance, hypothetical performance, and insurance marketing materials. · Serve as a compliance resource to advisors and marketing teams. · Maintain advertising review workflows and records. · Support regulatory exams and remediation related to marketing communications. Qualifications: · Bachelor’s degree in Finance, Business, Marketing, Compliance, Insurance, or related field. · 3+ years of experience in marketing/advertising compliance within an RIA, Broker-Dealer, insurance agency, or dual registrant. · Experience reviewing advisory, brokerage, and insurance marketing materials (annuities, life, LTC, etc.). Core Competencies: · Working knowledge of SEC Marketing Rule and FINRA Rule 2210. · Strong written and verbal communication skills. · Experience with Red Oak and/or ComplySci is a plus. Compensation & Benefits: Compensation (based on experience) • Annual salary: $85,000 to $95,000; exempt, • Annual performance bonus target: 10% Benefits • Employee benefits (medical, dental, vision, life insurance, other), • 401k with employer match, • Paid Time Off, • Paid parking Location: 11512 El Camino Real, San Diego, CA 92130; this is an in-office position Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description JOB Objective: Under the general direction of the Manager, Financial Planning & Analysis, the Financial Analyst supports the preparation, maintenance, analysis, and distribution of financial reports, forecasts, models, and related data used by the Finance department and management. The position assists with financial planning, budgeting, profitability reporting, asset/liability management, liquidity monitoring, investment reporting, regulatory reporting support, and ad hoc financial analysis. This role is responsible for gathering and validating data, maintaining recurring reports, preparing analytical schedules, documenting processes, and helping ensure that financial information is accurate, timely, complete, and useful for decision-making. The position also supports internal business partners by providing financial data, explanations, and analysis in a clear and service-oriented manner. DIMENSIONS: Asset/Liability Management: $3.5 billion in assets Financial & Statistical Reporting: Board of Director and ALCO reporting Internal Member Support: 530 staff in 26 branches and the Spectrum Center Investment Management: Investment portfolio in excess of $600 million Liquidity Management: Average daily cash requirements of $100 million Operating Plan: Annual credit union budget of $25 million in net income Supervisory responsibilities: The incumbent reports directly to the Manager, Financial Planning and Analysis. There are no direct reports to this position. NATURE & SCOPE: • Asset/Liability Management (ALM): Assists with the ALM function of the credit union. Assists in the administration of the credit union’s in-house and/or third party ALM modeling process, including: the quarterly update process; chart of account changes; model assumptions; and all related balancing, validation and reconciliation activities. Prepares timely and reliable income simulation and interest rate risk results, analyses and reporting for management and the Board of Directors to help ensure the safety and soundness of the credit union and compliance with Policy Manual limitations and regulatory requirements. Helps maintain sophisticated analytical methods and tools to validate, benchmark and improve financial model performance and accuracy, including the calibration of mortgage prepayment, credit card asset, non-maturity share decay and other factors., • Financial & Statistical Reporting: Assists in the coordination and preparation of regularly cycled internal and external financial, statistical and other reports, including bi-weekly ALSC report packages, monthly financial statements and report packages for management and the Board of Directors, quarterly Federal Home Loan Bank mortgage collateral reports, and other reporting as necessary. Analyzes and helps translate financial data into clear summaries for internal stakeholders., • Financial Analyses: Performs analyses of existing and contemplated products and services, mergers and acquisitions, and policy changes that affect the financial condition of the credit union. Provides results and recommendations to help formulate overall strategy to management and the Board of Directors, as appropriate. Analyzes and assists with the deployment of new technologies, as appropriate. Represents the Finance department on various ad hoc teams. Provides forecasting and analytical efforts to support short-term and long-term organizational goals. Prepares the financial analysis of existing and proposed vendors to verify their financial capacity to complete contracted services. Conducts ad hoc analysis and performs other special projects, as appropriate. Interprets and explains results of various analyses and variances., • Investment Management: Assists with investment activities and daily management of the investment portfolio. Performs investment analyses. Coordinates, prepares, reviews, approves and distributes periodic investment reporting. Maintains investment files and documentation and ensures that current and proper information is available for internal and external audits and examinations. Assists in the required due diligence for new broker/dealers and acquires annual broker/dealer compliance information from outside sources, as needed., • Liquidity Management: Assists with the liquidity management function of the credit union. Systematically monitors and projects periodic cash requirements, deposit flows and cash availability, and funding projections and requirements. Coordinates, prepares, reviews, approves and distributes periodic liquidity reports, including the daily liquidity dashboard., • Member Service: Continuously provides exceptional service to internal and external members. Supports and acts in alignment with credit union vision, values and mission., • Operating Plan (Budget): Assists in the preparation, coordination, review, verification and validation of various aspects of the annual credit union operating plan. Accepts responsibility for the accuracy of assigned portions of the annual planning process. Provides training to managers participating in the budgeting process, as needed., • Profitability Management: Assists in the credit union’s Profitability modeling process, including: performing the monthly update process; chart of account setup and maintenance in addition to suggesting design changes; model assumptions; and all related balancing, validation and reconciliation activities. Prepares, reviews and explains accurate, timely and reliable organization, product and member profitability results, analyses and reporting. Coordinates the gathering of Activity Based Costing (ABC) analyses to measure and assign costs to work activities, processes, products/services and members., • Secondary Market Activity: Assists in monitoring the held-for-sale residential loan pipeline as a basis for analyses of secondary market transactions including best-efforts and mandatory commitments to achieve best execution and effectively manage the mortgage pipeline., • Lead team member on departmental projects as requested by management., • Maintains a broad knowledge of financial systems, models and analysis techniques. Learns new applications and attends seminars and classes to keep abreast of new technologies., • Maintains specified rates on the core system: Executes authorized share and loan rate changes on the core system and coordinates changes with other departments to ensure that new rates are correctly communicated to internal and external references. Provides and communicates periodic updates for real estate loan indexes to internal and external references., • Performs other duties as required., • Regularly prepares and delivers oral and/or written briefings and reports to management, the ALSC and other members of the Financial Planning and Analysis team. Education, skills, & abilities: The Eight Superpowers • Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things., • Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence., • Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond., • Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles., • Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships., • Applies creative problem-solving to provide clarity, handle resources under one’s control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers., • Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company’s success., • Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities • A Bachelor’s degree, preferably in Accounting, Business Administration, Economics or Finance, and 2 years or more of related experience, preferably in a financial institution, that provides the necessary skills and knowledge to satisfactorily perform the essential job functions., • College level knowledge of economic, financial, market and risk theory and principals., • High level of proficiency in Microsoft Office applications, including Word, PowerPoint, Outlook, and Access. Prior experience using asset/liability management and/or profitability models preferred., • Experience with Power BI, Power Query, SQL, data visualization tools, financial reporting systems, ALM Systems, profitability systems, or core baking platforms preferred., • Excellent planning and organizational skills; analytic and problem solving skills; and oral and written communication and presentation skills. Ability to condense highly technical subject matter into clear and effective communications to management and others., • Team-oriented, independent, innovative, creative and organized., • Proven project management skills and ability to manage multiple projects simultaneously, set priorities, meet deadlines, elicit cooperation for various functional areas and implement change., • Working knowledge of credit union operations, products and services preferred., • Ability to operate business machines such as computer and printer., • Ability to appear for work on time, follow directions from a supervisor and keep the supervisor informed of activities and issues, interact effectively with co-workers, understand and follow posted work rules and procedures, and accept constructive criticism. MAJOR ACCOUNTABILITIES: • Assists in updating the credit union’s ALM modeling process and performs income simulation and interest rate risk analyses utilizing the credit union’s ALM model., • Prepares, reviews, distributes and explains periodic financial, managerial and other reports for the ALSC, credit union management, the Board of Directors and others., • Develops and performs complex studies and financial analyses., • Provides exceptional service to internal and external members., • Assists with daily management of the investment portfolio. Systematically monitors and projects periodic cash requirements, deposit flows and cash availability, and funding projections and requirements., • Maintains the credit union’s profitability modeling process and prepares organization, product and member profitability reports and analyses utilizing the credit union’s Profitability model. Conducts ABC analyses to improve cost assignments and allocations utilized in the Profitability model and other analyses. PHYSICAL REQUIREMENTS: • Ability to tolerate periods of continuous sitting; ability to operate and utilize a personal computer and peripherals. ENVIRONMENTAL CONDITIONS: • Work is primarily performed within an office setting. Subject to conversational noise found in an office environment. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Salary Range (annually) $70,304.00 - $84,206.20

Job DescriptionCompany Description • We recruit, train, and retain the very best logistics and technical experts the world over., • We love to promote from within—more than 50 percent of our staff of more than 18,000 employees has been at Expeditors for five years or more., • Our high retention rate is influenced our philosophy that our people are our greatest asset, we pride ourselves in hiring for attitude and training for skill. For more information on the company, please visit our website: https://www.expeditors.com/careers Job Description PURPOSE To support the customs brokerage manager in the smooth running of the department within the branch (ie) the customs product in the marketplace through focus on Operational Excellence, Financial Excellence, Business Development, Employee Development, Customer Service, and Digitization. To stay in adherence to the company’s policy, procedures and business code of conduct. KEY RESPONSIBILITIES: Operational Excellence • Monitor compliance at all times to regulations. This includes internal policies and procedures such as Operational Process Standards (OPS) and external government regulations or customer policies/requirements., • Understand department process flow, constantly looking for areas of improved efficiency., • Ensure all customers standard operating procedures are followed as per the SOP., • Ensure all Customs Authorizations are accurate, • Monitor team workboards and workloads, • Ensure all documentation present for archiving purposes, • Allocate workloads within team to ensure smooth operations during peak activity or staff absence, • Meet with local customs to discuss performance, delays, red-channels, customs developments and plans (to adapt country per country), • Promote compliance in diligently following all company policies and regulations and in being the role model of integrity and pride for all employees., • Proactively communicate with the team to ensure continuous awareness and understanding of policies and regulations., • Maintain a positive relationship with the Trade Compliance Manager and support all compliance efforts and trainings. Financial Excellence • Follow up the customs guarantee for various operations, • Follow up refunds with customs authorities, • Follow AR report – review, delegate, chase, • Ensure every account has a credit limit and check for credit extension when needed, • Department P&L – review, identify areas that lack profitability Business Development Support the manger and or the sales department where needed: • Ensure all new business is transitioned correctly, • Report all calls - sales and retention activities in CRM, • Support with brokerage business setup and/or quotes as needed Employee Development • Identify with manager, develop and mentor your No. 2, • Ensure team meets company standards of 52 hours training per year per employee, • Ensure that the new hires complete company’s mandatory training within the first 6 months, • Participate in 3+1: quarterly one on ones and annual performance review with all employees, • Ensure all staff and positions have job descriptions, communicate clear expectations and are working with structured development plans., • Contribute to the effective weekly department meetings with team., • Review department goals and business plan periodically with team to ensure buy-in and accountability., • Proactively promote the company’s 10 cultural attributes: Appearance, Attitude, Confidence, Curiosity, Excellence, Integrity, Pride, Resolute, Sense of Humor, and Visionary. Customer Service • Prioritize the customer experience, • Communicate regularly with customers and maintain good working relationships, • Handle escalation requests from agents, • All communication with customers should be professional and set an example for the team, • Foster the 6 Key Elements of Customer Service within the team (Freight, Relationship, Billing, Communication, Information, Our People), • Be able to navigate difficult conversations with customers and reach a resolution, • Support customers throughout the department, step in to support other teams as needed Digitization • Focus on continued process improvement and efficiencies, • Promote and utilize productivity tools (process management, data default rules, macros/power queries, edoc lift, etc.), • Be open to implementing new system changes and enhancements with your team, • Be involved with onboarding and suggesting system/process improvements, • Set the tone of this environment within your team, • Pull and customize reporting for customers Qualifications Knowledge • Expeditors company policies and procedures knowledge, • A good understanding of Expeditors’ products, services and systems, • Strong market and competition knowledge, • Good knowledge of customs brokerage process and system essential, • Good knowledge of customs legislation, especially with regards to classification, valuation and origin, • Understanding of border customs operations, • Knowledge of air, road and ocean transport, • Hazardous Materials certification (preferred), • Well rounded knowledge of the customs tariff and customs system, • Working knowledge and experience of the customs regulations Skills • Fluency in English and Spanish, • Effective interpersonal skills, including proven abilities to listen, comprehend, effectively communicate clearly and concisely to obtain positive results., • Good Microsoft Office skills (Excel, Word etc.), • Pro-active, strong organizational skills, • Familiarity with digitization tools, • Proven negotiation skills, • The ability to troubleshoot and solve problems quickly and effectively, • The ability to maintain a privileged relationships with the customs authorities, • Role model of integrity and pride for all employees, • Proven leadership attitude and background Training Requirements • Meet company standards of 52 hours training per year, including as needed management/leadership training Education and Experience • 3-5 years of Customs Brokerage experience (preferred), • Licensed Customs Broker (preferred) Additional Information The salary rate for this position is $70,304 annual base plus eligible for bonus. Expeditors offers excellent benefits • We offer a position for 40 hours a week (fulltime)., • You will be part of a professional/international, open, enthusiastic team and environment., • You will receive a personalized development plan with a diversity of training methods., • There will be career opportunities within the company (local, regional and globally)., • There is an option to take part of our Employee Stock Purchase Plan., • We offer a diverse benefit package.

Job Description Advanced Loan Partner Position (LP2) Are you looking to work alongside leaders in the mortgage industry who will help you grow your career? We’re looking for a full-time Loan Partner 2 (LP2) who will help our applicants get mortgage-ready and support them throughout the loan process. The Loan Partner is responsible for accurately prequalifying home loan applications, issuing and managing quality pre-approval letters, and overseeing the success of every loan in the committed pipeline. The LP2 will work cohesively with the Loan Officer(s), borrowers, loan processors, underwriters, and third parties to close 95%+ of all loans on time while providing an outstanding experience from application to close. This position requires substantial cash, credit, capacity (income), collateral, communication skills, and the ability to be resourceful. This position is the "right hand" to assist our Lead Loan Originator in sales and CRM management. It is a remote position; however, most of the clients are in Pacific or Mountain time zones, which requires working those hours. Central time is considered case-by-case. Job seekers should be organized, detail-oriented professionals driven to succeed in their role. If you’re interested in joining a team that empowers employees, clients, and partners to help them reach their goals, apply today! Compensation: $75,000 - $100,000 yearly Responsibilities: 3 Core Duties Key Measurements Pre-Application: • Contact all borrower(s) within 24 hours after an Initial Loan Consultation, • Request and review cash, credit, and capacity (income) qualifications for all borrowers Pre-Approve: • Accurately pre-approve all eligible borrowers, • Handle payment scenario requests and accurately estimate closing cost scenarios, • Proactively contact pre-approved buyers, • Communicate effectively with Realtor partners Pipeline: • Onboard all newly received contracts for Rate Lock Consultation, • Submit loan applications to Loan Processing for eDisclosures, • Execute outstanding weekly borrower and realtor Updates, Pre-Closing Funding Calls, • Ensure 95%+ loans close on time with daily check-ins to address choke points, • Resolve 95%+ of loan issues before escalating to the Loan Officer Essential Duties of this Position: Pre-Application: • Contact all newly received applications within 24 hours of assignment by the LO, • Thoroughly review 1003 with the borrower(s) and request the necessary documents, • Explore all options before turning down a pre-approval request, • Keep Realtor partners updated on the progress, • Stay up to date on investor guidelines program changes Pre-Approve: • Communicate pre-approval parameters to borrowers, • Provide supplemental pre-approval documents, • Notify the referring Realtor immediately after issuing pre-approval, • Expedite rush pre-approval requests, • Flag any red flags or potential issues to the LO or Team Captain (if applicable), • Dedicate a time block weekly to pre-approval outreach Pipeline: • Expedite onboarding for newly received contracts, • Perform a daily “gauge check” to identify “hot loans.”, • Attend daily branch pipeline meetings to track loan milestones, • Deliver weekly borrower update calls (and Realtors, when needed), • Coordinate closely with loan processing teams, • Contact borrowers, attorneys, and realtors 24 hours before contingencies expire, • Review Closing Disclosures for accuracy against the Loan Estimates, • Conduct pre-closing phone calls (48 hours before closing), • Make congratulatory funding calls to borrowers, Realtors, • Provide post-closing/funding support, • Be available after hours for urgent questions (via mobile email and text), • Consistently exceed borrower and referral partner expectations Qualifications: Minimum Standards for Hire • Must maintain an active NMLS license or be willing to get licensed immediately, • Minimum 5 years in recent residential mortgage processing, underwriting, or origination (we will not consider applicants who have not worked extensively with residential mortgages - no SBA or commercial experience will be considered), • Remote position, but prefer to hire in Pacific or Mountain time zones. Central time may be considered case-by-case. Will not consider the Eastern time zone, • Proficient in DU/DO, LP, and major investor guidelines, • Experience with Loan Origination Systems (ARIVE preferred), • Experience with CRM management systems (GoHighLevel experience is a bonus), • Skilled in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, OneNote), • Strong verbal and written communication skills, including web-based meetings, • Ability to work under pressure and meet deadlines, • Excellent time management and organizational skills, • Ability to collaborate across the branch and corporate levels., • Completion of regulatory compliance training About Company Masters Of Lending Team has been involved in loan origination for 20 years. Our lead Originator has been ranked in the top 1% in the nation for over 15 years. We are licensed in 15+ states from west to east; however, most of the business is on the West Coast (OR, WA, CA, ID) along with CO. We are licensed under C2 Financial Corporation, which is a large mortgage lender and broker, in existence for decades. This team is focused on long-term client and referral partner relationships, no matter where the borrower or partner lives. We have a heavy emphasis on technology, web-based meetings, and strong phone communication. Our CRM is very robust and has amazing tools built in to assist with client communication and retention, plus follow-ups with partners. We also have a heavy emphasis on giving back to charity and community when possible.

Job Description Broker Associate Who you work with matters. We are looking for a Broker Associate who wants to expand their leadership skills while continuing to build a successful real estate business and earn rewarding commissions. This opportunity is designed for experienced real estate professionals who enjoy coaching, mentoring, and helping other agents grow while continuing to elevate their own production. You will support agents through coaching conversations, business planning, accountability, and professional development while continuing to strengthen your own real estate business. You will also continue developing advanced sales skills that help generate business today while learning strategies to build a predictable long term referral based business. The focus is on creating consistent daily activity while building lasting client relationships that continue to produce opportunities over time. As you work alongside agents at different stages of their careers, you will help encourage productive habits, strengthen communication, and contribute to a collaborative office culture centered on growth, professionalism, and continuous improvement. At the same time, you will continue expanding your own network, market presence, and leadership influence. Surrounded by experienced real estate professionals and proven systems, you will have the opportunity to grow both as a leader and as a producing agent. This is an excellent fit for someone who values mentorship, accountability, and building a real estate business designed for long term success through relationships, repeat clients, and referrals. Interested? Apply now. Compensation: $160,000 at plan Responsibilities: • Develop onboarding resources for new agents and deliver training that supports consistent team performance, • Collaborate with leadership on strategies to improve agent satisfaction and long-term engagement, • Support agents with marketing collateral and help execute creative digital and social campaigns to boost visibility and sales, • Manage the day-to-day operations and systems that support your team’s success, • Drive team production and performance goals, • Maintain and grow your personal sales pipeline, • Maintain and organize your team’s contact and client database, • Expand and scale your team’s presence within the organization, • Provide ongoing coaching and skill-building support for agents Qualifications: • Superb customer service and communication skills, • The management and leadership skills to successfully guide a team of high-performing real estate agents, • Real estate license required, • Brokers' license or ability to obtain one, • Sales experience About Company Elite operates out of one of the top-producing, flagship KW real estate offices in San Diego. With breathtaking ocean views and a dynamic, high-performance environment, it’s the ideal place for motivated agents who want to elevate their careers. The space itself is designed to impress, featuring a stunning rooftop perfect for hosting client events, networking gatherings, and team celebrations, all with panoramic views of the Pacific. We’re intentional about building the right team, surrounding ourselves with driven professionals who are coachable, collaborative, and committed to growth. Our agents benefit from hands-on mentorship, proven lead systems, creative marketing support, and rewarding commissions that reflect the effort they put in. If you're serious about building a lasting career in real estate and want to be part of something bigger, Elite San Diego offers the platform, support, and culture to help you thrive. Let’s see if you're the right fit.

Job Description Calling all HR Professionals! If you're looking for an exciting opportunity to join a team that is a leading provider in rail positioning and safety systems and enjoy working in a fast-paced growing environment, then you've come to the right place! At Piper, we're searching for a driven full-time HR Manager to join our dynamic technical team in San Diego, CA. Only San Diego candidates please, we do not offer relocation packages You will get to enjoy a reliable schedule, working Monday - Friday from 8:30am to 5:00 pm. We are offering a competitive salary range of $110,000.00 - $116,000.00 per year, based on experience. But that's not all we offer! You can also enjoy these excellent benefits and perks: • Medical insurance with $450 toward your monthly premium, • Employer-paid vision and dental, • Employee assistance program, • Life insurance, • 401(k) plan with an employer match, • 13 paid holidays, paid vacation, and sick time If you think this job is a fit for what you are looking for, applying is a snap. This initial application should take you less than 3 minutes to complete. WANT TO KNOW MORE ABOUT US? We are a leading provider of advanced rail positioning and safety systems for the transit industry. Our expertise lies in offering innovative solutions for train navigation, Maintenance of Way (MOW) vehicle protection, and railway safety. Our enthusiasm for all things trains is evident in our daily discussions, and we embrace the use of Slack channels to spark spontaneous conversations and knowledge sharing. At Piper, we offer a supportive and diverse work culture that values collaboration and innovation. Join our team and help us make a difference! DOES THIS SOUND LIKE YOU? Human Resources Manager’s primary function will be to coordinate HR policies and programs with emphasis on benefits, payroll administration, performance management, engagement and culture as well as ensuring the company is in full compliance with applicable laws and regulations for all states relevant to current employee headcount. Here's an overview of the position: • Assist in the daily administration of HR services including but not limited to onboarding, orientation, promotions, full-time contract administration preparation, EEO compliance, job classifications, performance evaluation and employee relations in accordance with the management principals and overall objectives of the company., • Effectively assist with administering the health benefits to all eligible FT employees. Manages broker resources, benefits renewal and works alongside broker during open enrollment to assist employees with any questions regarding their medical, dental and vision plans., • Serve as primary contact for Workers’ Compensation claims and serves as safety manager for the company’s IIPP., • Effectively and efficiently processes company payroll semi-monthly, develops, reviews, and analyzes all reports prior to and post payroll. Shares all relevant reports with CFO when necessary., • Take responsibility for all retirement planning functions from reporting to funding., • Coordinates the new hire onboarding and employee off boarding through company payroll system., • Prepare and configure new‑hire equipment, including computer setup, software installation, and creation of user credentials and system access., • Manages monthly benefits billing reconciliation, verifies accurate entry into the payroll system, confirms employee and employer contribution amounts, and ensures all premiums are recorded correctly, • Partners with the CEO to shape and maintain a compensation strategy that is aligned with organizational goals and accurately reflects employee roles and responsibilities., • Partners with leadership to develop and refine performance management strategies and processes, and oversee the annual performance review cycle, including administration, facilitation, and employee feedback review, • Maintenance of the employees’ job descriptions, review and revision as needed., • Develop innovative HR programs, services and/or processes to address continuous improvements within the department/company., • Treats others respectfully, behaves in a manner that creates a workplace environment that is built on trust, honesty and always maintains professionalism., • Contributes to team effort by accomplishing related results as needed. Qualifications • Bachelor’s degree in human resource management or related years of service, • SHRM-CP or other Human Resource Certification preferred., • Five years (5) of progressive Human Resource experience, preferably in management, • Excellent customer service, • Proficiency in managing data with HRIS and Payroll System and other software, • Experience with ADP (WFN), • Possess excellent oral and written communication skills. READY TO APPLY? Don't miss the chance to join Piper and bring your exceptional communication and people person skills to our team. Apply today and let's create something extraordinary together!

Job DescriptionBenefits: • Competitive salary, • Opportunity for advancement Join a Boutique Capital Markets Firm Built for Top Producers. Max Benjamin Partners ("MBP") is seeking an ambitious Commercial Real Estate Capital Markets Originator to join our growing San Diego office. We're looking for entrepreneurial professionals with experience in commercial real estate lending, banking, debt placement, capital markets, or brokerage who want greater upside, autonomy, and long-term career growth than traditional firms provide. If you're driven, relationship-oriented, and motivated by results, MBP provides the platform, resources, and collaborative environment to help you build a successful commercial real estate finance career. About MBP: Max Benjamin Partners is a boutique commercial real estate investment bank headquartered in Beverly Hills with offices throughout California and New York. Since inception, we've successfully arranged more than $5.5 billion of debt and equity placements across 400+ commercial real estate transactions nationwide. Our clients include developers, investors, family offices, and institutional owners seeking creative financing solutions. Our culture is entrepreneurial, collaborative, and associate-focused. We provide our professionals with direct access to leadership, strong lender relationships, transaction support, and a clear pathway toward long-term ownership opportunities. Job Duties: • Originate commercial real estate debt and equity opportunities, • Build and maintain borrower, broker, and referral relationships, • Analyze financing opportunities and structure capital solutions, • Underwrite transactions and prepare lender submissions, • Manage transactions from initial engagement through closing, • Coordinate with borrowers, lenders, attorneys, title and escrow companies, and third-party vendors, • Maintain an organized transaction pipeline while delivering exceptional client serviceWho Thrives Here We're looking for professionals who are: • Entrepreneurial and self-motivated, • Competitive with a strong desire to win, • Comfortable working independently with minimal oversight, • Strong relationship builders and communicators, • Organized, analytical, and detail-oriented, • Able to manage multiple transactions in a fast-paced environment, • Team players who value collaboration and integrityQualifications Required • Bachelor's degree, • 2+ years of experience in commercial real estate finance, capital markets, commercial banking, lending, brokerage, or a related field, • Strong analytical and underwriting skills, • Proficiency in Microsoft Office, particularly Excel, • Excellent written and verbal communication skillsPreferred, • Commercial loan origination experience, • Existing industry relationships, • Title or escrow experienceCompensation & Growth: This is a commission-based opportunity with a highly competitive split structure and unlimited earning potential. Actual earnings are performance-driven and vary based on production, existing relationships, and transaction volume. Top producers have unlimited earning potential. At MBP, success is rewarded with meaningful mentorship, access to an extensive national lender network, collaborative deal execution, and a performance-based path toward leadership and partnership. Apply: Please email both your rsum and cover letter to recruitment@mbpartners.com to complete your application. Qualified candidates will be contacted to discuss next steps. We look forward to learning more about your background and career goals.

Job Description What We Do C.A. Fortune is a national consumer-centric integrated commerce agency built to help brands win at retail. We deliver sales strategy, in-store execution, full-service marketing, and digital commerce through a single, fully integrated partner. Our capabilities span the full shelf: from getting brands on it, to getting them off it. We're passionate, energetic, and deeply motivated by one thing: helping brands win over customers and consumers. We bring together sales experts, marketers, e-commerce specialists, data analysts, and creatives. Different backgrounds, one mission. Who We Are C.A. Fortune is built on the belief that great people build great brands. We're a national consumer-centric integrated commerce agency. We show up every day to help brands of all sizes grow, compete, and lead. From emerging challengers to established market leaders, we bring the sales horsepower, marketing firepower, and integrated thinking to move the needle at retail. The best brands are built by the best people. Come build with us. Overview of the Role • The Manager, Sales Operations - Costco position is an important part of the team, that leads the processes put in place to help oversee the health of key Costco accounts on behalf of our clients. In addition to driving the health of existing accounts, the person in this role also provides the Sales team with the necessary tools and insights to help our clients businesses grow. The role will have a high level of interaction with our clients and co-workers, responsible for advising on strategy and solving various problems that come across the desk., • Fully remote, • Salary Range: $65,000 - $75,000, • Travel Requirements: Less than 10% for team or client meetings, • At C.A. we're not looking for perfection, just people that want to commit to a us and grow their careers long-term. We are on a mission to build better brands that inspire healthier lifestyles for consumers and their families. If you're looking for a sign to apply, here it is! What You'll do at C.A. Fortune • Onboarding new clients and putting together pricing proposals for Sales to present to Costco buying, • Daily PO tracking and updating GenWeb portal., • Reacting and resolving issues as they come up on daily basis with regards to logistics delays or order shortages and communicating to Costco in a timely manner, • Maintain consistent communication and timely follow-up with Costco and clients and be available and responsive to their real time needs, • Demonstrate problem solving abilities and come up with creative solutions for client and teammate issues that arise, • Develop and maintain relationships with Costco ICS, assistant buyers and buyers, • Providing all item/system maintenance, new item submissions and promotional support, etc., • Assist teammates with promotions and/or paperwork on an ad hoc basis What You Should Bring to the Table • 4+ years of post-secondary education (preferred completion of bachelor's degree), • 3+ years of CPG industry experience, • Must have previous Costco buying or selling experience in food & beverage, • Excellent written and oral communication skills, • Microsoft Outlook, PowerPoint, Excel, and SharePoint proficiency, • Data analytics experience, • Ability to work independently and meet goals that have been established, • Ability to be flexible in daily routine and tackle new tasks and/or projects as they arise You Will Stand Out if you Have • Extensive Costco buying or selling experience in food & beverage, • Experience working with a food broker that sells to Costco, • Trade spend planning and management experience Perks • PTO and sick days, • 11 paid company holidays per year, • 1 floating holiday, • 2 paid volunteer days per year, • Bonus eligible, • 3 months fully paid parental leave (regardless of gender), • Medical, dental, and vision, • Paid company life insurance, • 401k with company match, • Summer hours (half day Fridays from Memorial Day thru Labor Day) Come As You Are C.A. Fortune is committed to making our company more inclusive. Diversity fuels our innovation and better connects us to our clients, our colleagues, and our communities. Based on research, we know that women and other marginalized groups tend to apply to roles only when their experience perfectly matches the job description. That said, we encourage you to apply if you meet the majority of qualifications, especially if this role aligns with your career trajectory.

Job Description Aperto Property Management, Inc. (Aperto) is more than just a property management company-we are a team dedicated to excellence in the multifamily housing industry. Specializing in both conventional and affordable housing, our mission is clear: to set the gold standard in apartment management across the U.S., providing exceptional service, quality management, and superior results for our clients and residents. What We Offer: Joining Aperto means becoming part of a company that values growth, empowerment, and success. Our property management platform supports a full range of services, from new lease-ups to stabilized assets and acquisition rehabs, ensuring comprehensive and expert support for our properties. We're committed to giving you a work environment where learning, development, and a positive culture are at the heart of what we do. About the Role: We're seeking a skilled and detail-oriented Compliance Specialist to join our team in San Diego, CA! This is an exciting opportunity for a professional with Affordable Housing experience in Project-Based Section 8, Section 8, Tax Credit (LIHTC) and HUD programs who wants to make a real difference in maintaining the integrity and compliance of our communities. The opportunity to live on-site is also available. In this role, you'll play a crucial role in ensuring compliance standards are met across our properties, creating a positive impact for residents and stakeholders alike. Why You'll Love Working Here: • Career Growth: We empower our team to take the initiative, with a strong focus on learning, development, and career progression., • Work-Life Balance: Enjoy generous paid time off and a supportive environment that values your well-being., • Comprehensive Benefits: Full medical, dental, vision, and life insurance, along with long-term disability, a 401K with company match, and more. What You'll Do: • Ensure files comply with all Affordable Programs, including Move-Ins, Recertifications, Gross Rent Changes, and Terminations., • Complete Enterprise Income Verification (EIV) tasks, manage reports, and resolve discrepancies., • Verify income/rent limits, tenant rent, subsidies, and utility allowances for accuracy., • Oversee property compliance with state, federal, and local agency requirements., • Review and prepare resident files for property audits, ensuring our portfolio is audit ready., • Assist with all affordable housing submissions and attend compliance training sessions., • Foster collaboration and provide excellent customer service to residents and team members. What We're Looking For: • 3+ years of experience in Project-Based Section8, Section8, LIHTC and HUD programs., • Bilingual English/Spanish is preferred, • Hands-on experience with Yardi is preferred., • Strong organizational and multitasking abilities, with attention to regulatory detail., • A passion for compliance, a collaborative mindset, and excellent communication skills. If you're ready for an exciting, challenging career move with a company that genuinely cares about its people, Aperto is the perfect fit for you. Apply today to join a team that celebrates success, champions growth, and strives for excellence in everything we do. Apply Now and discover why Aperto is the place for property management professionals who want to make a real difference! Aperto Property Management, Inc. iCalBRE Broker License Number 02042194, we are an equal opportunity employer.

Job Description Hours: 8:30-5:00 Local Time Location: Remote or hybrid, depending on your area Compensation: $65,000 - $150,000 Who We Are: Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states. USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members. We at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment. In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement. Embark on your professional journey with USG, where it's more than just a job, it's a vibrant and supportive community committed to nurturing your success. The Role Itself In this role, you will engage directly with our primary customer, the independent Property and Casualty Retail Agent. Acting as a representative for either our contract or brokerage carriers, you will be responsible for soliciting, underwriting, marketing, and ultimately securing coverage for our business enterprises within the excess and surplus lines marketplace. Effective relationship-building skills are crucial to collaborate with our partners, aiming to cultivate a profitable book of business. Responsibilities include: • Develop and maintain strong relationships with retail agents to drive new business opportunities and grow an assigned book of business., • Evaluate, underwrite, and broker risks by analyzing coverage needs, exposures, and market conditions to deliver competitive solutions., • Market submissions to carrier partners and negotiate terms, pricing, and coverage to achieve optimal outcomes for clients and the organization., • Manage the full lifecycle of accounts, including new business, renewals, endorsements, and servicing needs., • Collaborate with internal teams and carrier partners to ensure timely processing, placement, and policy issuance., • Maintain a high level of responsiveness and professionalism in all communications with agents, carriers, and internal stakeholders., • Monitor market trends, carrier appetite, and industry developments to identify new opportunities and stay competitive., • Ensure compliance with company guidelines, underwriting standards, and regulatory requirements., • Accurately document account activity and maintain records within agency management systems., • Contribute to the growth and profitability of the business by meeting or exceeding production and revenue goals. What We Are Looking For: To perform this job successfully, an individual must be able to demonstrate consistent competency in each essential job duty. • 3 years of either wholesale broker/MGA or carrier experience, excess & surplus lines preferred, • Must be a sales driven “people person” who likes to establish new relationships while learning communication strategies and sales methods., • Energetic, self-motivated, goal oriented, and able to thrive in a team environment., • Strong knowledge and experience of property and casualty insurance including: coverages, rating, terminology and technical procedures., • Certificates, Licenses, Registrations: P&C License required. E&S License preferred, but not required., • Must be experienced in Microsoft Suite, and other Windows based software applications., • Ability to quickly learn new programs and applications. What USG has to offer: • Company-paid benefits: Short-Term Disability, Long-Term Disability, Basic Life, AD&D, and Team member Assistance Program, • Medical, Dental, Vision, and Life, • 401K Retirement Plan, • Flexible Spending Account, • Dependent Care, • Tuition Reimbursement, • A week of hands-on, in-person training to meet our corporate team, • Access to 24/7 virtual training through USG University, • Outstanding Company Holiday Schedule and Generous Paid Time Off Package, • Potential for exponential growth in the company Join Us! If you're excited about the wholesale industry and are ready to contribute your skills and passion to a dynamic team, USG Insurance Services is the perfect company for you. We're looking for individuals who share our entrepreneurial spirit and are eager to help us shape the future of wholesale insurance. Visit https://www.usgins.com/index.aspx to learn more about our work, our team, and the opportunities we have available. Powered by JazzHR I1FwD8Om07

Job Description We are a professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Commercial Loan Processor opportunity with an established and reputable Credit Union. The Commercial Loan Processor is responsible for the specific duties listed below. Your specific duties will include: • Review loan files upon receipt, prepare needs lists, and ensure receipt of all documentation necessary to prepare the loan file for underwriting., • Confirm that the borrower’s information on all documents is complete., • Track orders for appraisals, title commitments, Phase I environmental reports, operating statements, credit reports, and any other documents required for processing the loan., • Prepare loan documents and forward them to escrow for closing., • Review preliminary title reports and work with the title account officer to resolve any issues., • Manage the loan process to meet closing timeline expectations and requirements., • Complete review of executed loan documents; disburse loan proceeds and prepare boarding sheets., • Audit files for documentation completeness, accuracy, and proper disbursement of fees., • Follow up with the Loan Officer, broker, or member as required for file completion. Required qualifications for the position include: • High School Diploma, G.E.D., or equivalent is required., • A minimum of three years of commercial real estate loan processing and funding experience is required., • Experience in real estate originations, servicing, and/or closing may substitute for commercial processing experience., • Community banking experience., • Strong computer skills with intermediate proficiency in Microsoft Excel and Word are required. Preferred qualifications for the position include: • College coursework in accounting or finance is preferred., • Knowledge of SBA 7(a) and 504 loans is helpful., • Experience with LaserPro (including LaserPro SBA), Servicing Director, and Symitar is preferred. Pay Rate Range : $26.00- $28.00 an hour Compensation may vary outside of this range depending on a number of factors, including a candidate's qualifications, skills, competencies and experience, and location. Employees have access to healthcare benefits including medical, dental and vision as well as a 401(k) plan. Let one of our recruiters assist you in finding and preparing for interviews with our clients. Whether you are interested in a direct hire, temp-to-hire, or temporary position, Workway can help you to put your best foot forward. Contact us today! Workway, Inc. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by applicable laws, regulations and ordinances. #CommercialLoanProcessor #CommercialLendingJob #CreditUnionCareers #LoanProcessing #RealEstateLending #CREJobs #CommercialRealEstateLending Company DescriptionWorkway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.Workway was created specifically to service the hiring needs of banks, credit unions, mortgage, and related financial services firms. A well-established, trusted name in the financial industry, we are known not only as the staffing service of choice for employers, but also as a reliable, well-connected place for our employees to find great job opportunities. For our clients, this means that we have an extensive referral database that has been built over the years by satisfied employees.

Job Description Job Summary The Safety, Risk & Insurance Specialist is responsible for supporting the company’s workplace safety, OSHA compliance, risk-management, and insurance programs. This position will help develop and enforce safety procedures across the company’s yards, warehouses, and administrative offices. The specialist will also coordinate insurance claims, policy renewals, and communication with insurance brokers, carriers, adjusters, and other third parties. Key Responsibilities • Monitor company operations for compliance with OSHA requirements and other applicable workplace safety regulations., • Develop, maintain, and update safety policies, procedures, manuals, and emergency-response plans., • Conduct regular safety inspections of company yards, warehouses, offices, equipment, and work areas., • Identify workplace hazards and recommend corrective and preventive actions., • Track corrective actions and follow up with the appropriate departments to ensure safety concerns are resolved., • Coordinate employee safety training, emergency drills, first aid/CPR training, and other required programs., • Maintain records of safety inspections, training, incidents, corrective actions, and OSHA-related documentation., • Investigate workplace accidents, injuries, property damage, and near-miss incidents., • Prepare incident reports and help identify the root causes of accidents., • Manage and monitor workers’ compensation, vehicle, property, general liability, and other insurance claims., • Coordinate workers’ compensation claims with HR, insurance carriers, brokers, adjusters, and medical providers. Assist with incident investigations, claim documentation, status tracking, and safety-related corrective actions. HR will retain responsibility for employee leave, accommodations, payroll, benefits, and employment decisions., • Report claims to the appropriate insurance carrier, broker, or third-party administrator., • Communicate with employees, supervisors, adjusters, medical providers, attorneys, and insurance representatives regarding open claims., • Maintain accurate claim files and monitor deadlines, documentation, and claim status through closure., • Support annual insurance renewals by collecting applications, loss runs, payroll information, vehicle schedules, property information, and other required documentation., • Review insurance documents, policies, certificates of insurance, and renewal information for accuracy., • Maintain organized records of insurance policies, claims, certificates, inspections, and safety documentation., • Monitor insurance policy expiration dates and renewal deadlines., • Assist with risk assessments and recommend practices that may reduce workplace injuries, property damage, claims, and insurance costs., • Serve as a point of contact for workplace safety and insurance-related matters., • Perform other related duties as assigned. Qualifications • Previous experience in workplace safety, OSHA compliance, risk management, insurance, claims administration, or a related field is preferred., • Knowledge of OSHA regulations and general workplace safety practices., • Experience in handling workers’ compensation or other insurance claims is preferred., • Strong organizational, documentation, and follow-up skills., • Strong written and verbal communication skills., • Ability to conduct inspections, identify hazards, and recommend practical solutions., • Ability to handle confidential employee and claim information., • Strong attention to detail and ability to manage multiple deadlines., • Proficiency with Microsoft Office, including Word, Excel, Outlook, and PowerPoint., • Bilingual in English and Spanish is required., • Valid driver’s license and ability to travel between company locations as needed. Preferred Skills and Certifications • OSHA 10-hour or OSHA 30-hour certification, • First Aid/CPR certification, • Experience with safety training and emergency-preparedness drills, • Knowledge of workers’ compensation procedures, • Experience coordinating with insurance brokers, carriers, and adjusters, • Knowledge of commercial auto, general liability, property, and occupational accident insurance, • Risk assessment and incident-investigation experience Physical and Work Requirements • Ability to work in office, warehouse, and outdoor yard environments., • Travel between locations as needed., • Ability to walk through operational areas and conduct routine safety inspections., • Ability to occasionally stand, bend, climb stairs, and lift materials related to inspections or training., • May be exposed to noise, moving vehicles, equipment, varying weather conditions, and other conditions commonly found in transportation and warehouse environments., • Must follow all required personal protective equipment and safety procedures.Company DescriptionAgramont Transport Inc is a San Diego based logistics and transportation company specializing in efficient, cross-border freight solutions. We are committed to operational excellence, customer satisfaction, and building a strong team culture grounded in integrity, reliability, and continuous improvement.Agramont Transport Inc is a San Diego based logistics and transportation company specializing in efficient, cross-border freight solutions. We are committed to operational excellence, customer satisfaction, and building a strong team culture grounded in integrity, reliability, and continuous improvement.

Job DescriptionLoan Originator Success Manager About C2 Financial C2 Financial is one of the nation's top-ranked mortgage brokerages, with a 30-year track record of giving independent loan officers the tools, technology, and support they need to win. Our originator network spans the country, and we invest heavily in the people, systems, and infrastructure that help our loan officers close more loans with less friction. We're growing, and we're building the team to match. The Role As our Loan Originator Success Manager, you'll lead the team that serves as the heartbeat of C2's day-to-day relationship with our loan originator network. You'll manage and develop a three-person Client Relations Team, own the end-to-end onboarding experience for new originators, and serve as a culture carrier for how C2 shows up for the people who power our platform. This is a people-first, problem-solving leadership role — equal parts team builder, process owner, and originator advocate. What You'll Do Team Leadership & Service Standards • Lead, coach, and develop the Client Relations Team — C2's primary point of contact for originator questions, platform support, and day-to-day needs, • Set and maintain service level expectations, response time standards, and quality benchmarks for the team, • Model and reinforce C2's service culture in every interaction, holding the team to the same standards, • Serve as an escalation point for complex or sensitive originator concerns, driving timely resolution through the right internal partnersOriginator Onboarding, • Own the end-to-end onboarding experience for new loan originators — welcome, system setup, training coordination, licensing logistics, and the 30/60/90-day engagement arc, • Partner cross-functionally with operations, technology, licensing, and compliance to remove friction and get originators productive quickly, • Track onboarding metrics and identify opportunities to improve time-to-productivity and first-year retentionProcess Improvement & Communication, • Identify recurring questions, pain points, and themes from originator interactions and translate them into process improvements, training content, or system changes, • Develop and maintain originator-facing communication assets: templates, FAQs, knowledge base articles, and self-service resources, • Track and report on client experience metrics — satisfaction, ticket volume, resolution time, recurring themes — and surface trends to leadership What We're Looking For Required • 5+ years of professional experience, with at least 3 years in a client-facing, originator-facing, or customer success function, • 2+ years of direct people management experience leading a support, success, operations, or experience team, • Demonstrated track record of designing or improving onboarding programs, support workflows, or client experience processes, • Strong written and verbal communication skills — clear, warm, professional, and adaptable, • Problem-solver who can navigate ambiguity and partner cross-functionally to drive solutionsNice to Have, • Mortgage industry experience, especially in a wholesale, broker, or originator-facing environment, • Familiarity with loan origination systems, pricing engines, or other mortgage technology platforms, • Experience supporting independent contractors or 1099 sales producers, • Experience with help desk, ticketing, or knowledge base tools, • Bachelor's degree or equivalent professional experience Compensation & Details Salary: $75,000 – $100,000 base, depending on experience Total Compensation: $95,000 – $140,000 target total cash (base + performance bonus) Employment Type: Full-Time | Exempt Location: San Diego, CA — In-office (C2 HQ) Benefits • Paid Time Off and Paid Holidays, • Bonus Opportunities, • Medical, Dental, Vision, and Life Insurance, • Fitness Reimbursement, • Weekly Company Lunches & Breakfasts, • Company Sponsored Events Equal Employment Opportunity Statement C2 Financial is an Equal Opportunity Employer. We are committed to creating a diverse and inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, sexual orientation, national origin, ancestry, citizenship status, age, physical or mental disability, medical condition, genetic information, marital status, military or veteran status, or any other characteristic protected by federal, state, or local law. Powered by JazzHR RQ8umxar3r

Job Description Position: Compensation Associate Reports to: Commissions Manager Department: Simplicity Investments Location: 11512 El Camino Real, Suite 100, San Diego, CA / full-time, in-office Classification: Full-time, Exempt Summary / Job Objective: We are currently seeking a highly detail-oriented individual to join our fast-growing team as a full-time Compensation Associate. Primary Responsibilities: · Prepare and process daily compensation data, including statements and payout cycles, using standard templates or third-party systems · Reconcile financial records and resolve discrepancies to ensure accurate and balanced ledger entries · Maintain accurate client and compensation records, including setup, review, and electronic documentation of financial accounts · Respond to and resolve compensation-related inquiries from internal team members and external financial professionals in a timely and professional manner. · Ensure data integrity and compliance by reviewing, storing, and auditing compensation documentation · Support audit readiness by preparing and organizing documentation for third-party financial audits Qualifications: · Background in finance, insurance, or accounting is preferred · Industry Knowledge – Brings relevant background in finance, insurance, or accounting to support role effectiveness · Willingness to work extended hours during peak processing periods Core Competencies: · Communication – Demonstrates strong verbal and written communication skills, with the ability to interact professionally across all levels · Customer Service – Provides excellent service and support with a positive, solution-oriented approach · Organization & Time Management – Effectively manages multiple tasks and deadlines in a fast-paced, high-volume environment · Attention to Detail – Maintains accuracy and precision in work, particularly when handling numerical or financial data · Team Collaboration – Works effectively both independently and as part of a team to achieve shared goals · Analytical Thinking – Applies strong problem-solving skills to identify, analyze, and resolve issues · Numerical Proficiency – Comfortable working with numbers and performing financial calculations · Adaptability – Remains flexible and maintains a positive attitude in response to shifting priorities or high-pressure situations · Resilience & Reliability – Performs steadily under pressure and is willing to commit extra time during peak periods Compensation & Benefits Compensation (based on experience) · Annual base salary: $60,000 - $65,000, exempt · Annual performance bonus target: 5% Benefits · Employee benefits (medical, dental, vision, life insurance, other) · 401k with employer match · Paid Time Off Location: 11512 El Camino Real, Suite 100, San Diego, CA / full-time, in-office Company DescriptionHeadquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy. Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business. For more information, please visit simplicitygroup.com.Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.\r\n\r\nThrough its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $10 billion of insurance assets and has $10 billion of assets under management and advisement as of Q4 2024. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,200 employees and 90 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.\r\n\r\nFor more information, please visit simplicitygroup.com.

Job Description The Greysteel Company Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel’s advisors to deliver best-in-class client service. Greysteel’s advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. The Opportunity Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel’s collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel’s Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. Key Responsibilities • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity.Successful Advisors Have, • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor’s degree or two years related work experience.What We Offer, • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine., • Unlimited earning potential through a commission-only role. Powered by JazzHR EQ2hSTnD6N

Job Description Position Title: Senior Commercial Real Estate Manager Reports To: President FLSA Status: Exempt, Full-Time Summary: Performs client relationship management and provides real estate advice, lease renewal negotiations, construction management, and hourly billing of special projects for work that exceeds management contract scope. Interfaces with and supervises Real Estate Managers and Property Assistants in their day-to-day management of properties to ensure deadlines and commitments are met; and reviews budgets, monthly reports, and other data prior to client submittal. Essential Duties and Responsibilities OPERATIONS: • Ultimately responsible for the successful management and operation of the portfolio., • Ensure a smooth transition for all new management contracts on your portfolio., • Assist in pricing and pitching new management accounts for your portfolio., • Oversee amendments to management contracts on their portfolio., • Responsible for knowing, understanding, and implementing the terms and requirements of each management contract (and the underlying job cost) under their supervision., • Oversight of day-to-day operations, vendors, and maintenance of an assigned portfolio of properties., • Lease renewal negotiations and documentation preparation., • Client communication is required to ensure a high satisfaction level., • Build and maintains client relationships, including sales presentations and client relationship management roles., • Review and approves hourly time allocations for the team and ensure the portfolio meets the budget., • Ensure team members are functioning efficiently and performing duties as required. Address performance issues (good or bad) in a timely manner., • Perform timely reviews on team members., • Provide guidance, mentoring, and training to team members., • Meet quarterly with Principal(s) to present portfolio achievements and future goals., • Oversee contracted vendors and property staff to ensure they are meeting the terms of the contract and scope of work on behalf of the client., • Proactively conduct periodic property inspections and carry out all appropriate actions, including but not limited to, taking necessary steps to ensure all spaces such as vacancies and common areas are always tour ready., • Work with Project Manager on oversight of property and tenant construction projects. Ensure contracted projects adhere to building rules, regulations, and specifications. Oversee all Capital and Major Repair projects. In the absence of a Project Manager, will be required to oversee the capital projects and tenant construction., • Develop and maintain positive relationships with tenant and vendor contacts., • Develop written communications to tenants for lease compliance and rent collection. Be familiar with all pertinent property information for assigned buildings including leases, management agreements, associations, and listing agreements., • Ensure maintenance requests are completed to the tenant’s (or client’s) satisfaction., • Ensure customer moves are coordinated by the management team., • Ensure the team’s deadlines are met, i.e. budget, reporting, CAM, etc, • Oversee tenant insurance compliance and assist when necessary., • Ensure MJ procedures are followed by team members., • Respond to property after-hour calls and emergencies, 24 hours per day, 7 days per week. If unavailable to respond, make prior arrangements to have calls responded to by another team member., • Bill all SP/CMF/LC for properties., • Make recommendations to Principal(s)/VP Operations regarding property issues. FINANCIALS: • Review of annual operating and capital budgets as prepared by Real Estate Managers in accordance to the budget guidelines. Work with clients for final approval., • Review and approve tenant operating expense estimates and reconciliations as prepared by Real Estate Manager and Accounting. Work with clients for final approval., • Ensure the portfolio’s budget and projects are met and property goals are obtained. Ensure all projects are completed on time and within budget., • Review required financial reports, including accruals, re-classes, management narrative, budget variance, and other reports as prepared by the Real Estate Manager and Accounting and as required by the client., • Review and approve invoices daily to allow for efficient weekly check runs for each property., • Weekly updates of the commission sheet., • Ensure all rent and miscellaneous charges are collected timely., • Review major delinquencies, participate in resolution, if necessary, and communicate regarding such to the client. OTHER: • Exhibit the highest degree of professionalism in all aspects when interfacing with tenants, clients, and service providers. Display integrity, loyalty, confidentiality, and professionalism always with co-workers and clients as well as adhere to the company's highest standards of ethics and dress code., • Complete all deliverables for VP/Principal’s review as required., • Directly supervise 1 or more employees, with the oversight of additional lower-level subordinates. The actual number of employees can fluctuate at the company’s discretion., • Assist with mentoring Property team members, • Other duties as assigned Education/Experience: • Minimum of ten (10) years of Commercial Real Estate Management experience - (RESIDENTIAL EXP DOES NOT APPLY)., • California Real Estate License (salesperson or Broker) in good standing., • College degree preferred., • Project Management experience a plus., • RPA and/or CPM designation or coursework and candidacy preferred., • Excellent interpersonal skills and the ability to supervise 1 or more employees., • A problem-solving mindset and ability to troubleshoot., • Excellent customer service and communication skills. Computer Skills: To perform this job successfully, an individual should have knowledge of Yardi or similar accounting/management programs; Outlook, Word Processing software; Spreadsheet software; and Internet software. Physical Demands: The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for up to 90% of the time; and extend hands and arms in any direction. Company DescriptionMeissner Commercial Real Estate Services is an outstanding company specializing in real estate management. Based in San Diego, we are known for surpassing expectations and offering proactive, personalized services to clients across California. Our team of professionals excels in the commercial real estate sector and is always committed to achieving success. We are currently looking for exceptional candidates who thrive in a fast-paced setting and recognize the importance of supporting commercial properties. If you join us, you will be part of an exhilarating journey with a dynamic team that is dedicated to providing excellent service to our clients.Meissner Commercial Real Estate Services is an outstanding company specializing in real estate management. Based in San Diego, we are known for surpassing expectations and offering proactive, personalized services to clients across California. Our team of professionals excels in the commercial real estate sector and is always committed to achieving success. We are currently looking for exceptional candidates who thrive in a fast-paced setting and recognize the importance of supporting commercial properties. If you join us, you will be part of an exhilarating journey with a dynamic team that is dedicated to providing excellent service to our clients.

Job Description Position Title: Senior Portfolio Manager FLSA Status: Exempt, Full-Time Summary: Performs client relationship management and provides real estate advice, lease renewal negotiations, construction management, and hourly billing of special projects for work that exceeds management contract scope. Interfaces with and supervises Real Estate Managers and Property Assistants in their day-to-day management of properties to ensure deadlines and commitments are met; and reviews budgets, monthly reports, and other data prior to client submittal. Essential Duties and Responsibilities OPERATIONS: • Ultimately responsible for the successful management and operation of the portfolio., • Ensure a smooth transition for all new management contracts on your portfolio., • Assist in pricing and pitching new management accounts for your portfolio., • Oversee amendments to management contracts on their portfolio., • Responsible for knowing, understanding, and implementing the terms and requirements of each management contract (and the underlying job cost) under their supervision., • Oversight of day-to-day operations, vendors, and maintenance of an assigned portfolio of properties., • Lease renewal negotiations and documentation preparation., • Client communication is required to ensure a high satisfaction level., • Build and maintains client relationships, including sales presentations and client relationship management roles., • Review and approves hourly time allocations for the team and ensure the portfolio meets the budget., • Ensure team members are functioning efficiently and performing duties as required. Address performance issues (good or bad) in a timely manner., • Perform timely reviews on team members., • Provide guidance, mentoring, and training to team members., • Meet quarterly with Principal(s) to present portfolio achievements and future goals., • Oversee contracted vendors and property staff to ensure they are meeting the terms of the contract and scope of work on behalf of the client., • Proactively conduct periodic property inspections and carry out all appropriate actions, including but not limited to, taking necessary steps to ensure all spaces such as vacancies and common areas are always tour ready., • Work with Project Manager on oversight of property and tenant construction projects. Ensure contracted projects adhere to building rules, regulations, and specifications. Oversee all Capital and Major Repair projects. In the absence of a Project Manager, will be required to oversee the capital projects and tenant construction., • Develop and maintain positive relationships with tenant and vendor contacts., • Develop written communications to tenants for lease compliance and rent collection. Be familiar with all pertinent property information for assigned buildings including leases, management agreements, associations, and listing agreements., • Ensure maintenance requests are completed to the tenant’s (or client’s) satisfaction., • Ensure customer moves are coordinated by the management team., • Ensure the team’s deadlines are met, i.e. budget, reporting, CAM, etc, • Oversee tenant insurance compliance and assist when necessary., • Ensure MJ procedures are followed by team members., • Respond to property after-hour calls and emergencies, 24 hours per day, 7 days per week. If unavailable to respond, make prior arrangements to have calls responded to by another team member., • Bill all SP/CMF/LC for properties., • Make recommendations to Principal(s)/VP Operations regarding property issues. FINANCIALS: • Review of annual operating and capital budgets as prepared by Real Estate Managers in accordance to the budget guidelines. Work with clients for final approval., • Review and approve tenant operating expense estimates and reconciliations as prepared by Real Estate Manager and Accounting. Work with clients for final approval., • Ensure the portfolio’s budget and projects are met and property goals are obtained. Ensure all projects are completed on time and within budget., • Review required financial reports, including accruals, re-classes, management narrative, budget variance, and other reports as prepared by the Real Estate Manager and Accounting and as required by the client., • Review and approve invoices daily to allow for efficient weekly check runs for each property., • Weekly updates of the commission sheet., • Ensure all rent and miscellaneous charges are collected timely., • Review major delinquencies, participate in resolution, if necessary, and communicate regarding such to the client. OTHER: • Exhibit the highest degree of professionalism in all aspects when interfacing with tenants, clients, and service providers. Display integrity, loyalty, confidentiality, and professionalism always with co-workers and clients as well as adhere to the company's highest standards of ethics and dress code., • Complete all deliverables for VP/Principal’s review as required., • Directly supervise 1 or more employees, with the oversight of additional lower-level subordinates. The actual number of employees can fluctuate at the company’s discretion., • Assist with mentoring Property team members, • Other duties as assigned Education/Experience: • Minimum of ten (10) years of Commercial Real Estate Management experience - (RESIDENTIAL EXP DOES NOT APPLY)., • California Real Estate License (salesperson or Broker) in good standing., • College degree preferred., • Project Management experience a plus., • RPA and/or CPM designation or coursework and candidacy preferred., • Excellent interpersonal skills and the ability to supervise 1 or more employees., • A problem-solving mindset and ability to troubleshoot., • Excellent customer service and communication skills. Computer Skills: To perform this job successfully, an individual should have knowledge of Yardi or similar accounting/management programs; Outlook, Word Processing software; Spreadsheet software; and Internet software. Physical Demands: The physical demands described here represent those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to communicate with others and exchange accurate information; operate a computer and other office productivity machinery; move about the workplace; remain in a stationary position for up to 90% of the time; and extend hands and arms in any direction. Company DescriptionMeissner Commercial Real Estate Services is an outstanding company specializing in real estate management. Based in San Diego, we are known for surpassing expectations and offering proactive, personalized services to clients across California. Our team of professionals excels in the commercial real estate sector and is always committed to achieving success. We are currently looking for exceptional candidates who thrive in a fast-paced setting and recognize the importance of supporting commercial properties. If you join us, you will be part of an exhilarating journey with a dynamic team that is dedicated to providing excellent service to our clients.Meissner Commercial Real Estate Services is an outstanding company specializing in real estate management. Based in San Diego, we are known for surpassing expectations and offering proactive, personalized services to clients across California. Our team of professionals excels in the commercial real estate sector and is always committed to achieving success. We are currently looking for exceptional candidates who thrive in a fast-paced setting and recognize the importance of supporting commercial properties. If you join us, you will be part of an exhilarating journey with a dynamic team that is dedicated to providing excellent service to our clients.

Job Description GoldBook Financial is seeking a full-time, on-site Vice President of Sales Management. (Sales Manager) for La Jolla, CA or Scottsdale, AZ. Required: · Must be able to work and commute to each office. · Proven experience and success in the sale of protection and investments products. And/or management of a successful sales team selling protection and investment products. · FINRA licenses: 7 and 66 , 63 or 65 . · Life, Accident and Health Insurance license. Good To Know: Our sales manager’s role is a hybrid position and can retain ownership of a book of business and maintain personal production. GoldBook Financial is a MassMutual firm, and affiliated with MassMutual Investor Services, LLC, a top 7th independent broker dealer. Locally, we are an award-winning firm comprised of industry-leading financial service professionals who excel at building long-lasting relationships with clients and serve as an advocate for their financial well-being. Our firm provides customized financial services to meet clients’ personal needs, as well as the needs of their families or businesses. GoldBook Financial is an active participant in the community, supporting local organizations and providing guidance to families with special needs. Our firm fosters a warm, inclusive workplace culture that prioritizes community involvement and client satisfaction. Our culture of excellence, and our exemplary support team, helps define our mission to be the firm of choice for talented people seeking to launch a career, or to grow an existing practice, in wealth management and financial planning. We are proud to have been named #1 Best Places to Work – Micro Category by the Phoenix Business Journal in 2021 and 2024. Our firm’s success depends on the development of creative, committed, and effective Sales Managers. Whether you’re new to sales management or already running an existing sales management practice, we offer the finest industry resources and incentives to train, support and develop you. This role’s focus and priority is to ensure sales growth by recruiting, developing, and leading a team of financial advisors to meet annual production targets from the sale of protection and investment products, financial planning and wealth management services. Who do you need to be? • A leader, coach, and mentor with a track record of successful sales management experience., • A dedicated individual: independent, self-motivated and goal oriented., • A strong relationship-builder who takes a people-first approach., • A person who sees possibility and then brings everyone along. This demands leadership, diplomacy and patience., • Be comfortable with frequent change, an enthusiasm for competition, and the ability to put the team’s needs first., • Attention to detail and a commitment to measuring results. How will you achieve success in driving results? • Engage in front-line recruiting of financial professionals., • Coach, mentor and supervise new recruits., • Develop and grow a production unit with an emphasis of retaining for success., • Establish networks and cultivate referrals to generate a steady stream of candidates/, • Broaden and deepen your skillset through ongoing professional development and joint work with fellow associates. Compensation: Please note the salary range posted is an estimated range. Actual minimum compensation will be determined by years of experience, personal prior production, and/or team production if currently in a sales manager role. Total compensation will also include commissions, overrides, bonuses and a robust benefits package. Benefits: • 401(k), • 401(k) matching, • Dental insurance, • Employee assistance program, • Flexible spending account, • Health insurance, • Health savings account, • Life insurance, • Professional development assistance, • Retirement plan, • Vision insurance https://goldbookfinancial.com/

Job DescriptionPROPERTY MANAGER www.bhproperties.com COMPANY BH Properties is a privately held commercial real estate investment firm focused on markets throughout the Western United States. The Company is vertically integrated, with offices in Los Angeles, San Diego, Phoenix, Dallas, Riverside, Houston, Seattle, San Francisco, and Austin. Our 31-year track record and balance sheet allow us to move quickly and creatively, structuring acquisitions to satisfy sellers’ needs in a highly competitive market. Today, the Company owns and manages approximately 10 million square feet across 18 states. POSITION The Property Manager will report to the Senior Asset Manager. LOCATION San Diego, CA RESPONSIBILITIES The Property Manager will be a key participant in the property management process, managing buildings, tenant and vendor relationships, problem solving and documentation. Including, but are not limited to: • Conduct periodic property visits and inspections to make sure properties are well-maintained and building systems are fully functional., • Establish and maintain positive relationships with tenants, addressing tenant concerns as well as ensuring compliance with the requirements per the lease agreement., • Establish and maintain positive vendor relationships., • Troubleshoot issues, identify areas that need attention or improvement, and make recommendations or provide solutions., • Oversee projects directed by the General Manager, Senior Asset Manager, Executive Managing Director, President, and/or the Chairman & Chief Executive Officer., • Assist leasing team and broker during lease negotiations regarding tenant improvement, costing and related matters., • Bid, negotiate and present to the General Manager, Senior Asset Manager, Executive Managing Director, President, and/or the Chairman & Chief Executive Officer for final approval property projects such as tenant improvements, repairs and improvements, and renovations., • Ensure competitive bidding process and thorough review of project scope and costs., • Oversee the construction of approved projects, ensuring timely completion within scope and budget., • Review and approve operating expenses in accordance with company policies and procedures., • Assist in determining CAM expenses and in the review of CAM reconciliation and collection., • Prepare annual budgets and monitor actual expenses to ensure budgets are met., • Submit required reports timely and participate in periodic property status meetings with detailed and accurate information., • Apply California Real Estate Principles of Property Management to the course of daily business in acting in the best interest of the asset and the owner. QUALIFICATIONS, • Bachelor’s Degree, • Minimum of 5-7 years of broad-based commercial property management experience., • Strong communication skills with both internal and external customers and at all levels within the organization., • Good understanding of contracts, leases and leasing objectives., • Skilled in customer service and tenant relations., • Ability to initiate bid requests, vendor and contractor management., • Ability to present self and company in a professional manner in all customer communications and actions., • Solid time management skills with the ability to prioritize, organize and successfully balance multiple tasks and requests., • Must be able to exhibit initiative and work independently., • Must have a strong work ethic and the ability to work in a fast-paced environment., • Must be a team player and work well with Senior Management, tenants, contractors, accounting team, and other daily contacts., • MS Office proficiency expected., • Experience with Yardi a plus.COMPENSATION $90K - $110K base We offer a generous and comprehensive compensation & benefits package, along with the opportunity for professional growth and development within a well-capitalized, entrepreneurial, and growing real estate investment group. Powered by JazzHR szK6lLj4MW

Job Description Senior Sales Consultant – Senior Sales Consultant -West Region About TouchCare TouchCare is a healthcare concierge service dedicated to simplifying the complexities of health insurance and the healthcare system. By assigning each member a personal assistant, TouchCare helps resolve billing issues, coordinate with providers, and save individuals time and money. Committed to providing a healthier understanding of healthcare, TouchCare makes navigating healthcare more convenient and stress-free for its users. Our Sales team play a critical role in expanding TouchCare's impact and that's where you come in. Who You Are TouchCare is seeking experienced Senior Sales Consultants to join our team and help us accelerate our rapid growth plans. This is a great opportunity for someone looking to be part of the growing healthcare industry and influence an early-stage company that is experiencing significant growth. As a key member of our team, the Senior Sales Consultant will have a strong background and understanding of the healthcare system and employee benefits. The candidate will have extensive experience working with health insurance brokers and possess a strong broker network. To excel in this role you will need outstanding consultative sales, interpersonal and networking skills. This role encourages entrepreneurialism as you open and build out new markets and territories. They are comfortable working in an evolving and fast-paced environment. What You'll Do • Develop and manage a territory of health insurance brokers, • Work with insurance brokers to identify potential large prospect referrals, • Sell healthcare concierge and advocacy services to prospects, • Partner with brokers to team sell enterprise prospects, • Deliver worldclass sales demos and presentations in a virtual sales environment, • Facilitate and manage sales presentations with C-level decision makers, • Be a subject matter expert on healthcare advocacy and concierge services, • Clearly articulate the TouchCare value proposition and differentiators, • Provide prospects with demonstrable examples of our worldclass service model, • Address and resolve sales objections from brokers and prospects, • Execute a highly efficient and effective sales process with brokers and prospects, • Achieve annual broker development objectives, sales quotas, and pricing targets, • Understand and keep up to date with industry and competitive landscape knowledge, • Partner with Client Success to ensure every client relationship gets off to a great start, • Remain focused on top of the funnel lead development activities while closing business, • Leverage SalesForce and email marketing software to support lead generation Experience You'll Bring • 7 years of sales experience in the healthcare, health insurance or health tech industries, • Successful track record of hitting and exceeding sales quotas (i.e. President's club), • Consultative sales experience selling through a third-party distribution channel, • Deep understanding of the health insurance broker distribution channel, • Have a large existing health insurance broker network, • Experience selling healthcare advocacy or concierge services to enterprise prospects, • A builder mindset for growing and maintaining a large network, • Highly skilled at presenting and team selling in a virtual environment, • Experience selling large ticket/expensive items in SAAS or recurring revenue model, • Classically trained sales professional that leverages a sales process, • Persuasive communicator with the ability to simplify complex topics, • Value and utilize data to drive activities and decision making, • Willingness to roll up your sleeves and get your hands dirty, • Experienced user of SalesForce and other CRMs, • Proficiency in Microsoft Office and Google, • Bachelor's degree Why Join Us? • Professional Growth: Gain exposure to diverse accounting functions and portfolio company, • management., • Collaborative Environment: Work closely with a supportive team that values your contribution., • Fast-Paced & Rewarding: No two days are the same in our deadline-driven, high-energy office. Compensation • Base salary $130,000- $150,000 based on experience, plus uncapped commissions, sales kickers, and bonus., • This is a high-impact role with meaningful upside for driven, results-oriented sales professionals. Work Environment • Travel: There will be travel associated with this role to support field-based sales efforts and client meetings.

Job Description Rundown. Overhaul Carriers Ltd., Truck Driver Class A home weekly driving jobs, driver unloads freight using roller conveyors. Experience Drivers: Over the Road or Regional experience. Account: $1400 to $1600 per week. Home Weekly: 5 out and 2 days home with your family, (Operating Area: delivering to AZ, UT, and some southern CA). Load: 3 loads per week and 3 stops average. Duties: Complete pre trip and post trip inspections and deliver freight on time. Maintain accurate logs and trip documentation and Communicate clearly with dispatch and driver managers. Requirements: Valid CDL Class A license. Clean motor vehicle record and background checks. Ability to pass a DOT drug screen (Urine and Hair Follicle Test). Moving Violation: No more 3 in the last 3 years. No Careless/Negligent Driving Violations, in past 3 years. No Reckless Driving Violations, in past 5 years. Terminations: Drivers termed from their last 2 Driving jobs (Class A or B) will not qualify. Felonies and Misdemeanors: Class A Felony, Must be 10 years old from the date of arrest/conviction and be reviewed. Class B or C, Must be outside 7 years from the conviction date. DUI/DWI: No DUI’s in a Commercial vehicle ever. No more than 2 DUI’s in a lifetime. No DUI’s within the past 5 years. Mike 919 399 9706., Please attach your resume to this position for prompt response., About us: Overhaul Carriers Ltd., is a licensed contract carrier and property broker operating under the authority of the Federal Motor Carrier Safety Administration and the United States Department of Transportation.

Job Description Job Overview. CDL Class A flatbed truck drivers Over-the-Road, consistent miles and competitive pay., Overhaul Carriers Ltd. Recent Graduates: Paid Training with an experience mentor. Experience Drivers: Over the Road or Regional experience. Compensation: $1275 to $1375 per week and 2500 miles per week. Over-the-Road Account: 2 weeks out and 2 days home with your family. Duties Include: Complete pre-trip and post trip inspections and deliver freight on time. Operate a Class A tractor-trailer on long-haul routes while learning safe driving practices and professional road conduct. Maintain accurate logs and trip documentation, Communicate clearly with dispatch and driver managers. Requirements: Valid CDL Class A license. Recent CDL A Truck Driving School Certificate of minimum of 120 hours. Clean motor vehicle record and background check. Ability to pass a DOT drug screen and Hair Follicle Test. Please attach your resume to this position., Mike 919 399 9706. About us: Overhaul Carriers Ltd., is a licensed contract carrier and property broker operating under the authority of the Federal Motor Carrier Safety Administration and the United States Department of Transportation. The company conducts all transportation and brokerage activities in accordance with federal regulations, safety requirements and industry standards. Overhaul Carriers maintains strict compliance with operational safety and administrative guidelines to ensure lawful and professional service across every region in which it operates.

Job Description Amwins Connect's mission is to seamlessly connect every point of the benefits journey for brokers, carriers, and their clients with continuous innovation and extraordinary service from passionate people. At Amwins our people are our greatest asset. We hire the best talent in the industry and provide our employees with the tools to deliver innovative insurance solutions. Here, talent is valued, success is celebrated, and great teamwork defines our culture. Our collaborative environment is the perfect place for you to contribute meaningful national strategies in a rapidly growing organization. Join our Amwins Connect team as a Jr. Broker Sales Representative in Southern California! This role effectively collaborates across all areas to ensure a positive customer experience that leads to sales results. The central purpose of this position is to provide a customer-centric focus, model purposeful leadership, and drive results for sales managers, Brokers & the firm. This position is a hybrid position. Responsibilities and Duties: • Triage Team Inbox, • Review incoming emails, • Categorize emails based on type of work, • Create service request for work that is done by other departments, • Send initial replies to requests to maintain response times, • Small Group Quoting, • Generate quote for Employer Groups, • Provide revisions to existing quotes, • Create New Group/Hire Worksheets, • Create side by side illustrations of benefits/rates in Excel, • New Business, • Enter Supply orders in System, • Send out enrollment materials via email, • Gather new business materials and create service request for processing, • Collect materials to process Ease builds, • Verify participating providers using carrier websites, • Data Integrity, • Set up new brokers and contacts, • Turn on quoting and web access for brokers Qualifications & Competencies: • Proficient in MS Office software, especially MS Outlook, intermediate Excel, MS teams, • Web based audio/video conferencing, • High School Diploma or General Education Degree (GED), • University degree preferred, • Comprehensive organizational skills, • Clear, professional oral and written communication skills, • Ability to manage competing priorities, and negotiate mutually successful outcomes, • Collaborate and partner effectively with internal and external teams, • Strong problem-solving skills and solutions-oriented mind-set Snapshot of what Amwins provides to our team members: • Compensation includes a salary commensurate with experience, • Position eligible for annual bonus, • Full benefits package available, • Most benefits available first day of employment, • Generous Paid Time Off (PTO), • Collaborative, continuing education focused work environment, • Career advancement opportunities The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pursuant to California regulation, the compensation range for this position is as stated and includes eligibility for performance-based bonuses. California Pay Range$70,304—$75,000 USD

Job DescriptionCompany Description We take care of our employees, and they take care of our customers! Become a member of a global community! The international logistics industry is an integral piece of the global trade puzzle; we make the world go round. Global supply chain management is what we do, and at the heart of Expeditors you will find professionalism, leadership, and a friendly environment, all of which foster an innovative, customer service-based approach to logistics. Expeditors is a global logistics company headquartered in Seattle, Washington. As a Fortune 500 company, we employ over 19,000 trained professionals in a worldwide network of over 350+ locations across six continents. Expeditors satisfies the increasingly sophisticated needs of international trade through customized solutions and seamless, integrated information systems. Our Mission We recruit, train, and retain the very best logistics and technical experts the world over. We love to promote from within - more than 50 percent of our employees have been at Expeditors for five years or more. Our high retention rate is influenced by a unique compensation program for positions that are more than just jobs - they're chances to grow, do what you love and build a career with us! Job Description Major Duties and Responsibilities • Ensure smooth and timely freight process flow, • Ensure accurate and timely data entry into our operating system, • Track and trace shipments as required, • Utilize Process Monitors and Workflows on daily basis, • Ensure timely movement and delivery of freight to customers, • Ensure documents are timely sent to customer or broker for customs purposes, • Ensure accurate and timely client invoicing, • Interact with our customers in arranging their shipments, exceeding customer service expectations, • Contribute to maintain strong relationships with suppliers (airlines, steamship lines, trucking companies, and others), • Meet compliance at all times to regulations. This includes internal policies and procedures such as Operational Process Standards (OPS) and external government regulations or customer’s policies / requirements., • Understand department process flow, constantly looking for areas of improved efficiency, • Ensure all customers' standard operating procedures are followed and updated, • Meet KPI standards, as per the company procedures, • Overseas communications, timely responses to emails and requests (internal and external)Qualifications, • Customer Service: 6 months to 1 year experience and/or training; or equivalent combination of education and experience, • Understanding of transportation documentation and terms is a plus, • Effective interpersonal skills, including proven abilities to listen, comprehend, effectively communicate clearly and concisely to obtain positive results, • Pro-active, strong organizational skills, • Strong desire to learn, • Good computer skills (Excel, Word, PowerPoint), • Fluent in English - Bilingual Spanish preferred, • Must be able to pass TSA background check Additional Information Pay range for this position is $22-$24/hr Expeditors offers excellent benefits: • Paid Vacation, Holiday, Sick Time, • Health Plan: Medical, • Life Insurance, • Employee Stock Purchase Plan, • Training and Personnel Development Program, • Growth opportunities within the company, • Employee Referral Program Bonus

Job DescriptionHello, guys! We are hiring Sprinters / Cargo Van owner-operators for our company VICTORIA LOGISTICS CARRIER. We work within an independent contract agreement and offer very competitive rates. You can always negotiate the rate with our dispatchers as well. A large number of loads. Each of our dispatchers has 4+ years of experience - thus more than enough broker contacts. Competitive Rates: • Sprinters (long miles, good areas): $0.85 - $1.35 per mile, (long miles, bad areas): $0.85 - $1.10 per mile. Canada - Sprinters $1.25 - $1.55 per mile., • Personalized loads. We ask you in details what kinds of loads you prefer and only offer you loads you will be interested in - this way saving a lot of time for you., • Payment: 3-5 business days, quick pay 3%., • Days range: Monday-Friday. Basic Requirements: • You should have your own vehicle (Sprinter / Cargo Van)., • Be: a US citizen, resident, green card or work authorization holder., • You and your drivers should be at least 21 years of age., • You and your drivers should speak, understand, and read basic English. We also hire Russian speakers., • All drivers should be approved, accepted, and registered with VICTORIA LOGISTICS CARRIER to accept a load from the company., • VICTORIA LOGISTICS CARRIER does not hire company drivers. You are submitting the application to execute a written independent contractor agreement as an owner-operator. Vehicle Requirements: • Sprinter should not be older than 2016., • All vehicles should have a minimum of 4 straps and PPE., • All decals should be removed., • If you make any changes to your vehicle, you should inform us before putting the vehicle on the road. You must also send registration and insurance for the vehicle., • Driving experience of 6 months., • Minimum average monthly salary: $8,000 and more (It depends on the vehicle, willingness to work, payload, Hazmat certificate, TSA/TWIC). To Apply: Please, do not hesitate to call or text me at (727) 892-2281.Eve, HR Department. Have a great day!

Company Description S.W.A.N. Insurance is a transportation-focused insurance broker that positions itself as a solutions and growth partner for clients in the industry. The team provides hands-on, comprehensive coverage tailored to where a client’s business is today and where it is headed. The company emphasizes building long-term relationships over one-time transactions, supporting clients through changing market conditions and operational challenges. S.W.A.N. Insurance helps customers plan for the future so they can “Sleep Well At Night,” confident in their coverage. Interested individuals are encouraged to visit the company’s website and reach out to learn more about its services and culture. Role Description The Account Executive is a full-time, on-site role based in San Diego, CA. This role is responsible for managing and growing a portfolio of transportation insurance clients, including prospecting new business, conducting needs assessments, and preparing tailored coverage proposals. The Account Executive will maintain regular communication with clients, respond to inquiries, coordinate policy changes, and support renewals to ensure high levels of client satisfaction and retention. Daily activities include collaborating with internal underwriting and service teams, tracking sales activity, preparing presentations, and maintaining accurate records in CRM and agency management systems. The role also involves staying current on industry trends, carrier products, and regulatory requirements to provide informed guidance and identify opportunities for client growth. Qualifications • Candidates should possess client relationship and account management skills, including consultative selling, follow-up, and long-term partnership building., • Candidates should possess communication skills such as clear written and verbal communication, presentation abilities, and active listening., • Candidates should possess organizational and administrative skills, including time management, attention to detail, and accurate record-keeping in CRM or agency systems., • Candidates should possess analytical and problem-solving skills to assess risk, interpret coverage options, and develop appropriate client solutions., • Candidates should possess basic insurance and transportation industry knowledge or demonstrate the ability and willingness to learn these domains quickly., • Relevant qualifications include prior experience in insurance sales or account management, a valid insurance producer license (or ability to obtain one), and proficiency with office productivity and collaboration tools., • Additional beneficial qualifications include a bachelor’s degree in business, finance, or a related field, experience working with transportation or logistics clients, and a track record of meeting or exceeding sales or retention goals.

Job Description Aperto Property Management, Inc. (Aperto) is more than just a property management company-we are a team dedicated to excellence in the multifamily housing industry. Specializing in both conventional and affordable housing, our mission is clear: to set the gold standard in apartment management across the U.S., providing exceptional service, quality management, and superior results for our clients and residents. What We Offer: Joining Aperto, Inc. means becoming part of a company that values growth, empowerment, and success. Our property management platform supports a full range of services, from new lease-ups to stabilized assets and acquisition rehabs, ensuring comprehensive and expert support for our properties. We're committed to providing a work environment where learning, development, and a positive culture are at the heart of everything we do. About the Role: We're excited to invite a skilled and experienced Maintenance Technician to join our growing team in San Diego, CA. As a Maintenance Technician at Aperto, you'll play a crucial role in maintaining the functionality, safety, and aesthetics of our communities. You'll be responsible for troubleshooting, repairing, and maintaining all aspects of our properties to ensure a positive living experience for our residents. If you're passionate about maintenance, problem-solving, and working in a fast-paced, team-oriented environment, Aperto, Inc. is the place for you to grow your career! Why You'll Love Working Here: Career Growth: We encourage our team members to develop their skills and advance in their careers with opportunities for training and internal promotion. Work-Life Balance: Enjoy generous paid time off and a supportive environment that values your well-being. Comprehensive Benefits: Full medical, dental, vision, and life insurance, along with long-term disability, a 401K with company match, and more. What You'll Do: • Perform general maintenance duties, including plumbing, electrical, HVAC, carpentry, and appliance repairs to ensure the property remains in excellent condition., • Respond to maintenance service requests promptly, prioritizing work orders based on urgency and importance., • Conduct regular property inspections to identify and address any issues before they become major problems., • Ensure all safety protocols are followed and that the property complies with all health and safety regulations., • Assist with turnover repairs and preparation of vacant units for new residents., • Work closely with property management and other team members to ensure efficient operations and positive resident experience. What We're Looking For: • 2+ years of hands-on maintenance experience in multifamily housing or a similar environment., • Proficient in troubleshooting and repairing plumbing, electrical, HVAC systems, and general carpentry., • Experience with HVAC certification, EPA certification, or other relevant maintenance credentials is a plus., • Strong problem-solving skills and attention to detail., • Ability to prioritize tasks and work effectively in a fast-paced environment., • Excellent communication skills and a team player mentality., • Availability to be on-call for resident emergency maintenance issues. If you're ready for a challenging and rewarding career with a company that genuinely cares about its people, Aperto is the perfect fit for you. Apply today to join a team that celebrates success, champions growth, and strives for excellence in everything we do. Apply Now and discover why Aperto Property Management, Inc. is the place for maintenance professionals who want to make a real difference! Aperto Property Management, Inc. iCalBRE Broker License Number 02042194

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment, • FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Preferred qualifications, capabilities, and skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

seeking a motivated Regional Sales Director to join our growing team! The Regional Sales Director (RSD) is a highly entrepreneurial and motivated individual contributor with experience in healthcare markets and proven ability to sell sophisticated healthcare products to both sophisticated and generalist buyers. This individual is responsible for driving revenue and membership growth exclusively through new logo sales. As the market facing leader within their respective geography, this person will be expected to generate corporate and broker interest and work diligently to close qualified leads. Each RSD will work closely with company management to help create and deliver on revenue goals. This person will be a team player sometimes sharing accounts across regions where shared relationships exist within the broker/client community. Achieving profitable revenue growth while maintaining a deep passion for the new world of genomic medicine and an urgent desire to improve health through genetics-based prevention are expected. Job Type: Full time Salary Range: $110-155k plus commission Preferred Region: Northeast or Midwest Working Place: San Diego, California, United States Company: ESR Healthcare

San Diego, California, United States Join Orchard Brokerage and build a market from the ground up. We are looking for a driven, broker-minded Brokerage Leader to establish Orchard's presence in San Diego, CA, recruit and develop a team of high-performing agents, and become the face of Orchard in your market. You will have the platform, the products, and the support. We need the person who can build the culture and the team around it. • Opportunity to build and lead Orchard's presence in a growth market from day one, with direct upside tied to team growth, • A share of your team's production, • Revenue share program earn ongoing income from the agents you bring into the business, • No up front brokerage fees we do not earn until you do, • Multiple revenue streams available, including downline incentives, • Earn equity for your performance with Orchard stock options, • $1,100+ in monthly marketing support free to all agents on your team, • Access to Orchard Offers Marketplace, • Unique products that win you and your agents business:, • Orchard Move First: Buy your next home before you sell, skip the showings, and become a non-contingent buyer, • Orchard Concierge: Make price-boosting repairs and upgrades at no upfront cost, • Orchard Cash Offer + Upside: Sell quickly for a cash offer and get the upside when your home sells on the market, • Access to Orchard Mortgage and Orchard Title for a seamless transaction and incentives to help close more deals, • Transaction coordination services on every deal, • Strong agent community and culture and a consumer brand centered around delivering great customer experience This is a commission-only (1099) position. The average full-time fully ramped Brokerage Leader earns $120,000 to $200,000+ per year. There is no cap on earnings. • Active and unrestricted California real estate license and located in the greater San Diego, CA area, • 5+ years of experience as a licensed agent. Managing broker license preferred., • 3+ years of experience managing or mentoring real estate agents, • At least 10 closed transactions in the last 12 months, • A track record of recruiting and building a team, not just managing one, • A proven ability to deliver an outstanding customer experience while meeting or exceeding production targets, • Demonstrated ability to coach a team, develop skills, and drive results without a company-supplied lead pipeline, • Strong communication skills both written and verbal Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.

At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our associates. We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is together. Together for people. Together for business. Together for better. As part of the Raymond James Financial Institutions Division (FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower advisors with freedom, support, and earning potential to build lasting client relationships and grow their business. Advisors who join the team are typically offered a transition assistance package which may include support during their ramp up. Our transition packages typically include a ramp-up period to ensure a smooth transition. Our advisors are compensated on a transparent grid structurerewarding performance across all account sizes. Tenured advisors regularly achieve strong production levels, and the payout grid ranges 39% up to 45%, reflecting our commitment to recognizing your success. Advisors will have access to a shared financial services assistant. Advisors will be eligible to have a dedicated financial service assistants as production grows. This helps you focus more on client relationship and less on administrative tasks. Management's role is to remove obstacles and create an environment where you can thrive, supported by a collaborative team that values both independence and partnership. The program has a financial planning team that is integrated in their team. We also have an insurance subject expert whose function is to support and advisors' business by providing a turn-key approach to LTC and Insurance solutions. A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations. This role encompasses a multi-faceted wealth management model. This individual will need to continue to enhance their skillset to stay relevant and effective in an ever-evolving industry. This individual will also lead within the organization as a top-line professional, establishing and sharing best practices in segmentation, client engagement processes, team dynamics, and relationship management both internally and with clients. A Senior Wealth Advisor may manage clients linked to a group of branches, business/commercial clients, or function as a "hub" or "second floor" advisor for an existing book of business. This individual should have the skillset to manage client relationships at any asset level, tapping into any resources at their disposal to provide an optimal experience and results for the client. As with all Wealth Advisors, the client must come first in all situations, and the record of any applicant should reflect this standard. The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and this individual should be integrated into their community as a go-to subject matter expert for existing clients, prospective clients, and colleagues. • Build and maintain client-focused relationships., • Achieve or exceed assigned production goals., • Maintain effective relationships with all Bank personnel in assigned branches by holding meetings and trainings, answering questions, and providing ongoing support and education., • Manage time and expenses for optimal productivity and results., • Maintain ongoing client relationships to retain and develop business opportunities., • Provide clients with a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives., • Achieve client satisfaction and loyalty through excellent service., • Other responsibilities as assigned., • Demonstrates compliance with all bank and broker/dealer regulations for assigned job function as applied to designated job responsibilities knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes., • Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training., • May be asked to coach, mentor, or train others and teach coursework as subject matter expert., • Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words., • Takes personal initiative and is a positive example for others to emulate., • Embraces our vision to become "Business Bank of Choice", • May perform other duties as assigned., • Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA, CFP, CWS, CEPA, or AIF, required., • 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager., • Strong marketing and business development skills, keeping the best interest of the client in mind., • Ability to develop and maintain rapport via phone, webinar, and in person., • Strong product knowledge and problem-solving skills., • Excellent verbal and written communications., • Proactive, responsive, and motivated to be the best our industry has to offer a client., • Occasional travel. This role consists of a salaried draw against commission. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process. This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations. We are proud to offer a competitive total rewards package including base wages and comprehensive benefits. We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly. Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com. Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Are you an experienced analyst who is detail oriented and possesses strong process improvement, critical thinking, and interpersonal skills? Do you have experience with internal compliance monitoring systems and data feed processing? Do you enjoy working with customers to answer their questions? We

Description & Requirements Shape the future of defense with MANTECH! Join a team dedicated to safeguarding our nation through advanced tech and innovative solutions. Since 1968, we've been a trusted partner to the Department of Defense, delivering cutting-edge projects that make a real impact. Dive into exciting opportunities in Cybersecurity, IT, Data Analytics and more. Propel your career forward and be part of something extraordinary. Your journey starts now-protect and innovate with MANTECH! MANTECH seeks a motivated, career and customer-oriented Corrosion Analyst to join our team at SURFMEPP in San Diego, CA. This position is onsite. The Surface Maintenance Engineering, Planning, Program (SURFMEPP) maintains, monitors, and refines Class-wide and Individual-Ship Maintenance Plans for all non-nuclear surface ships to ensure material readiness for the projected service life, develop life-cycle strategies to address system upgrades, and fully implement the Class Maintenance Plan into each surface ship's maintenance schedule and availability planning process. SURFMEPP is headquartered at the Norfolk Naval Shipyard in Portsmouth, VA. Responsibilities include but are not limited to: • Apply practical engineering and analytical judgment while tracking corrosion work reported by assessment activities to support the maintenance planning process, • Develop and present findings, reports or recommendations to analysts, employees, managers inside or outside of the organization, agency heads or other high-ranking officials using Microsoft products used by SURFMEPP, • Manages surface ship class Corrosion Plans during the advanced planning and planning process., • Tracks corrosion Mandatory Technical Requirements (MTRs) during CNO Availability execution. Interacts with and provides Corrosion Subject Matter Expertise to maintenance stakeholders., • Have an understanding of the government maintenance team and private shipyard organizations, as they relate to condition assessment and depot level maintenance execution, • Obtain coating and structural knowledge necessary to participate in related Communities of Practice and Knowledge Sharing Networks, as well as review and QA condition data as reported during assessment events, • Harvest and analyze data from various Navy ship maintenance databases, • Demonstrates ability to follow direction and work within a team., • Obtain and maintain access to private and public shipyards, • Good customer relations/interaction skills, • Mentors less experienced employees, • Direct interface with Commander Naval Surface Force Pacific concerning SURFMEPP Corrosion related topics Minimum Qualifications: • High School Diploma or GED with 10+ years of relevant professional experience in U.S. Navy ship maintenance, engineering, or corrosion analysis, • Experience preparing and presenting technical briefs related to the maintenance or modernization of U.S. Navy ships to internal and external stakeholders, • Hands-on understanding of the government maintenance team and private shipyard organizations as they relate to condition assessment, • Proficiency with the Microsoft Office Suite, specifically with SharePoint, PowerPoint, Excel, and Word. Preferred Qualifications: • Experience with planning, execution or management of US Navy Ship maintenance, onboard US Navy Ships, at a Regional Maintenance Center or US Navy Planning Activity, • Knowledge of the planning and execution of Navy Surface Ship Private Sector depot level maintenance and modernization contracts, • Experience with Navy Maintenance databases a plus, especially: Corrosion Control Information Management System (CCIMS); Maintenance Figure of Merit (MFOM) applications Navy Maintenance Database (NMD) and Validate, Screen and Broker (VSB), • Hold a NACE Shipboard Corrosion Assessment Training Technician Certification (S-CAT) certification, • Experience with the use of multiple databases (eDFS, VSB, NMD, MSWP, etc) for ongoing and historical trend analysis Clearance Requirements: • Must have a current or active Secret Security Clearance Physical Requirements: • The person in this position must be able to remain in a stationary position 50% of the time., • Occasionally move about inside the office to access file cabinets, office machinery, etc., • Frequently communicates with co-workers, management and customers, which may involve delivering presentations., • Must be able to exchange accurate information in these situations. The projected compensation range for this position is $68,600.00-$114,100.00. There are differentiating factors that can impact a final salary/hourly rate, including, but not limited to, Contract Wage Determination, relevant work experience, skills and competencies that align to the specified role, geographic location (For Remote Opportunities), education and certifications as well as Federal Government Contract Labor categories. In addition, MANTECH invests in its employees beyond just compensation. MANTECH's benefits offerings include, dependent upon position, Health Insurance, Life Insurance, Paid Time Off, Holiday Pay, short-term and long-term Disability, Retirement and Savings, Learning and Development opportunities, wellness programs as well as other optional benefit elections. MANTECH considers all qualified applicants for employment without regard to disability or veteran status or any other status protected under any federal, state, or local law or regulation. If you need a reasonable accommodation to apply for a position with MANTECH, please email us at _ and provide your name and contact information.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment, • FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Preferred qualifications, capabilities, and skills • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTEDInvestment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational marketing and administrative support to Private Client Advisors within Wealth Management. Job responsibilities • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades, • Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation, • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports, • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires, • Support business unit operational procedures and compliance requirements (e.g. completion of required operational forms and documentation), • Prioritize daily work, track progress for current work, and consistently meet deadlines, • Maintain and foster team culture Required qualifications, capabilities, and skills • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment, • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam, • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states. This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships. Job responsibilities: • Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity, • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management, • Demonstrate a deep understanding of financial markets and sound business judgement, • Exhibit unwavering integrity that points toward doing right by clients at every opportunity, • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments, • Provide a holistic view of clients' needs and financial coaching beyond investments, • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills: • At least 2 years in a Financial Advisor role or equivalent financial services experience, • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners, • Demonstrated ability and commitment to goals-based planning and advice, • A valid and active Series 7, • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment, • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment, • FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. Preferred qualifications, capabilities, and skills: • Certified Financial Planning (CFP) certification is preferred, • Bachelor's degree preferred Investment and insurance products are: NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.

New and experienced agents alike are encouraged to apply to join the KW family. Applicants without a real estate license are invited to apply. You need a license to become a real estate agent before being considered for the position. If you are unlicensed or in the process, once your application is received, you will be contacted by our partnered real estate school* with information on how to obtain your real estate license. Represent home sellers and home buyers through real estate transactions. This will entail coordinating with third party entities, managing transaction paperwork, and negotiating prices. Additionally, agents will perform strategic prospecting methods to find new clients who are interested in selling or buying real estate. To help you thrive, we make it a point to provide our team membersnew and seasonedwith the most thorough hands-on sales training. To supplement your sales training, we provide access to the industry's most efficient platforms to help you scout leads and ensure a closed deal. • Scout leads through strategic networking & advertising, • Interact with clients by attending in-person meetings, phone calls, digital media, open houses and more, • Represent buyers and sellers in real estate transactions, • Negotiate purchase agreements, manage client issues and coordinate with third party entities, • Active real estate license, • Strong communication skills, • Operate with an optimistic entrepreneurial mindset, • Unwavering drive to help clients find the right property, • Technologically proficient How much does a real estate agent make? Real estate agents are considered independent contractors. This means that you have the potential to earn $100,000+ in one year as a full time agent. Your income is purely commission based, therefore, you will not receive an hourly wage or salary. About Keller Williams: Keller Williams Realty remains the #1 real estate brokerage in the country. We proudly hold a spot as top leaders in agent count, units sold and closed sales volume. Proudly, we are: • Training Magazine's: #1 training organization across all industries, • Forbes: #3 on list of happiest Companies to Work for 2017-2019, • US News: #1 Real Estate Company Customer Service, • #1 Top Rated Workplace for Veterans, • REAL Trends 500: Keller Williams had more offices (161) represented on top real estate brokerages list than any other franchise, • REAL Trends/Wall Street Journal "The Thousand": Keller Williams had more agent teams ranked by closed transactions and sales volume than any other franchise, • RIS Media Power Broker Report: Keller Williams ranked #1 Power Broker by Brand - home to 32 percent of top brokers, • Realtor Magazine: Keller Williams home to industry-leading five 30 Under 30 winners Whether you are a licensed agent or you are seeking your real estate license, your application is welcome!

This is a performance-based dispatch role working with owner-operators under their own authority. Earnings are commission-based, and income depends on efficiency, negotiation skill, and carrier volume. • Book loads through broker networks and load boards, • Negotiate competitive rates, • Coordinate pickups, deliveries, tracking, and paperwork, • Communicate professionally with both drivers and brokers, • Manage your workflow independently, • Must currently reside in the U.S., • Laptop or desktop computer, • High-speed internet connection, • Professional phone / headset, • Organized, dependable, and self-motivated Experience in dispatching, brokerage, customer service, or similar communication-based roles is beneficial but not required. • Training resources and support systems, • Workflow templates and operational guidance, • Options for sourcing owner-operators to dispatch, • Structured performance incentive program based on results (not a guaranteed or upfront bonus) People who: • Prefer commission-based income with high earning potential, • Can stay organized without supervision, • Want to control their schedule and growth Submit your application or response through the platform where this listing is posted. A brief screening will follow to confirm fit and onboarding readiness.

Vylla Home is redefining the homeownership experience for agents like you! At Vylla Home, our mission is simple: to deliver an extraordinary homebuying or selling experience for each and every client! Join our team as a Real Estate Agent and be part of disrupting the real estate industry, all without skimping on the resources, training, tech and tools you need. Vylla Home invests in you! We provide everything from free marketing and customer relationship management tools to 24/7 training, face-to-face broker support, qualified leads and referrals and much more. Vylla's national footprint and full-service model provide a truly progressive approach to the real estate process, creating extraordinary experiences for both our customers and employees. As part of the Carrington and Vylla family of companies, we provide nearly every aspect of homeownership from real estate with Vylla Home to Title/Settlement and Escrow services, Mortgage lending, and more all under one roof! We offer our agents: • Up to 100% Broker Split keep your commission and set your own value! Unlimited opportunity to earn what you are worth., • Reasonable flat rate referral fees. No hidden costs!, • Qualified leads, assets and referrals, • Free CRM and CMA tools, transaction management system, e-signatures and more, • Customized training, live demos and more available 24/7, • Customizable agent websites, marketing support, social media training and more, • Face-to-face broker support and coaching true mentorship, • Dedicated resources from Vylla and Carrington's family of companies (including lending, title and settlement services along with superior customer service from our headquarters in Aliso Viejo, California), • Back office support including dedicated transaction coordinators and an agent services resource team, • "Best of both worlds" environment with local offices and support as well as the backing of a large, established and nationwide institution (Carrington and Vylla family of companies), • Incentive program to earn cash if you help grow our team and bring new agents onboard, • Flexible schedules and control over your personal and professional growth as an agent, • A fun, positive culture where our community, or Vyllage as we call it, supports one another and gives back What will make you successful at Vylla? • An active license, • Drive and ambition to succeed as part of an innovative, fast-growing team, • Complete focus on the customer experience, • Strong communications skills and ability to build a network of engaged customers and prospects, • Ability to multi-task and take initiative, strong work ethic Vylla is an equal opportunity employer. It is the policy of the company that applicants be considered for positions for which they qualify without regard to race, color, religion, gender, national origin, ancestry, age, marital status, sexual orientation, veteran's status, physical or mental disability or any other legally protected category. Vylla will make reasonable accommodations for known physical or mental limitations of a qualified applicant or employee with a disability unless the accommodation will impose an undue hardship on the company. EEO/AAP Employer • Job Identification 177, • Job Category Sales Agent, • Job Schedule Full time, • Locations 11701 San Jose Blvd, Jacksonville, FL, 32223, US

Preferred Employers Insurance, A Berkley Company specializes in providing workers' compensation insurance to California business owners. The company serves three major client segments: Small Business Owners, Mid-Larger Businesses and Group Association Members (Programs). The company's distribution partners (agents & brokers) number 400+ locations throughout the state. Preferred serves 10,000 policyholders and provides medical claims handling and claims management for policyholders as needed to care for injured workers. The company is rated A+ Superior by industry-rating organization, AM Best & Company. The company is an equal opportunity employer. The Senior Production Underwriter is primarily responsible for: • Risk Evaluation: Selection, retention, and pricing of new and existing business in accordance with the company's underwriting philosophy and guidelines., • Broker Relationships: Pro-actively develops and fosters positive, professional relationships with the company's agency partners in an effort to promote the company's products and services., • Premium Growth: Works closely with Field Sales Managers in plan management of brokers. (i.e., Generation of submissions, target quote and bind hit ratios, co-working agency business plans and incentives.), • Underwriting Profit: Works closely with Field Sales Managers in the achievement of pricing targets and commission targets to meet company's profitability objectives. Key functions include but are not limited to: • Selects new business and evaluates renewal accounts in accordance with company underwriting philosophy, established authority parameters, as well as written/verbal procedures and guidelines., • Demonstrates a professional, courteous attitude with agents. Responds quickly and ethically to all requests/issues. Delivers on promises and promises only what can be delivered., • Provides accurate and thorough education to agents about the company's risk selection philosophy and pricing guidelines., • Monitors performance criteria, including premium and unit count goals, mix of business, written-to-quoted ratio, and declination ratio of assigned agencies and territory., • Achieves company growth objectives by consistently seeking sales opportunities, soliciting desirable business, and diligent follow-up on quoted business., • Regularly travels to agencies providing field underwriting and quoting as needed., • Reviews claims activity, loss control surveys, and inspection reports for existing policies, handling as required., • Works with other departments as necessary to resolve policy issues., • Determines the appropriate course of action for policy changes, delegating to assistant underwriters and/or processing assistants for handling., • Provides mentoring and training to other staff members., • The Senior Production Underwriter must be a team player, exhibit expertise and consistently exercise good judgment., • BA/BS degree from an accredited institution, or equivalent, • 5+ years of experience in California workers' compensation underwriting, or equivalent, • Demonstrated ability to work in a fast paced, decision-oriented environment, • Excellent communication, negotiation, and analytical skills, • Strong organizational skills and ability to manage multiple tasks, • Strong automation skills including MS Office products, • Ability to work independently and in a collaborative team environment We do not accept any unsolicited resumes from external recruiting agencies or firms. The company offers a competitive compensation plan and robust benefits package for full time regular employees which for this role include: Base Salary Range: $80,000 - 135,000 annually Benefits: Health, Dental, Vision, Life, Disability, Wellness, Paid Time Off, 401(k) and Profit-Sharing plans. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. Sponsorship not Offered for this Role

Smart investments begin with sustainable relationships. Greysteel is a leading advisor for private, middle market, and institutional real estate investors. Our collaborative platform optimizes solutions for our clients by providing end-to-end investment services including investment property sales, capital markets, and structured finance. The ability to blend cutting-edge technology, market expertise, and proven proprietary processes uniquely positions Greysteel's advisors to deliver best-in-class client service. Greysteel's advisors create a market for each engagement, spanning all commercial property investment activities, from asset dispositions to senior loans and structured financings. Our reputation as market creators has been built on consistently solving complex challenges by leveraging our data and technology suite to identify and execute the optimal capital event for our clients. Greysteel is seeking self-motivated individuals, with an entrepreneurial mindset who are passionate about commercial real estate, to leverage Greysteel's collaborative platform for their success. As a mortgage broker your primary focus will be to develop and maintain client relationships by providing best-in-class advisory services throughout the transaction lifecycle. Your efforts will be supported by Greysteel's Engine; a powerful infrastructure that includes industry-leading training, coaching, research, marketing and analytics supported by a seasoned transaction management team. • Leverage Greysteel's collaborative platform to advise clients on their commercial real estate transactions., • Become an expert in your market by staying up to date on industry trends and activity., • Prospect, cultivate, and maintain client relationships., • Conduct and present in-depth property analysis, financial modeling, sales and due diligence reviews., • Create a market for investment opportunities leveraging the Greysteel Engine and our proprietary process., • Represent yourself, your colleagues, and Greysteel with professionalism and integrity., • An entrepreneurial mindset and strong desire to build your own business., • An exceptional work ethic, • Demonstrated ability to work independently, set and exceed goals., • Coachability and eagerness to constantly learn., • The ability to communicate complex ideas., • A Bachelor's degree or two years related work experience., • A powerful training and development program with exposure to a vast network of industry professionals, • Collaborative platform and a shared database of clients., • The freedom to build your own business within a proven model for success supported by the Greysteel Engine., • Unlimited earning potential through a commission-only role.

The Company is a leading research and advisory firm for technology and services companies. Their members are VP- and C-level service leaders at companies like Dell, IBM, Oracle, ServiceNow, and Cisco executives navigating AI-driven transformation across customer success, professional services, managed services, support, and field operations. We're hiring a Member Success Manager to own a portfolio of member relationships and drive measurable business outcomes for technology service leaders. This isn't account management it's strategic advisory relationship management. You'll build trusted, multi-threaded relationships, connect members to our research and subject matter experts, and use AI as a genuine force multiplier in how you work. What You'll Do: • Own a portfolio of 2540 member accounts from onboarding through renewal and expansion, • Build multi-threaded relationships and drive gross retention and net expansion across your book, • Broker member access to our research, benchmarks, and subject matter experts, and translate findings into action, • Use AI tools to prepare for calls, generate account intelligence, and build repeatable, scalable workflows, • Conduct executive business reviews that connect research to member priorities We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.

ABOUT HUB: In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control. Our growing team of professionals across North America represents a broad, deep and one-of -a kind aggregation of entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Account Executive is responsible for managing and expanding an assigned book of business by building strong client relationships and delivering proactive, consultative service. This position supports Producers in obtaining, maintaining, and expanding business. In partnership with Producers, this role oversees all aspects of account management, including program design, carrier marketing and negotiation, risk control coordination, and collaboration with HUB colleagues to ensure high-quality service delivery. The Account Executive acts with significant autonomy, exercising broad authority in setting and negotiating coverage terms, while seeking guidance only on highly complex matters. The Account Executive works with other members of the client service team, involving assigned individuals appropriately in service-related activities in support of clients. DUTIES & RESPONSIBILITIES: Serves as primary consultant to the client on assigned accounts and has primary responsibility for overseeing the management of the account, retaining the account, acting as the de facto technical expert and broker-consultant. Establishes and maintains strong and productive professional relationships with executives and other decision makers for clients. Establishes and maintains strong and productive professional relationships with insurance carrier marketing, underwriting, and risk control staff, including a detailed familiarity with each carrier's products and services in support of assigned clients. Supports Producers in obtaining, maintaining, and expanding business; ensures they are fully prepared for client interactions and may assume primary relationship management responsibilities when appropriate. Oversees and coordinates the delivery of all HUB services-including stewardship reports, risk control, carrier meetings, claims reviews, coverage outlines, and marketing for new and renewal placements-ensuring accuracy, timeliness, and quality. Collaborates effectively with Account Team colleagues and HUB resources to deliver client services, while coaching, training, and mentoring team members to strengthen overall service delivery. Conducts annual client reviews and provides coverage, risk mitigation, and loss control recommendations aimed at reducing total cost of risk. Manages the HUB Top 20% process and participates in Critical Path meetings to support strategic account oversight. Identifies opportunities for cross-sell and up-sell of other HUB products and services when appropriate for the clients' needs. Documents other insurance products and services the clients are purchasing through other providers and who those providers are. Monitors and supports resolution of significant claims through active collaboration with HUB and carrier claims teams. Applies advanced knowledge of HUB tools, industry resources, and best practices to manage complex or high-profile accounts effectively. Maintains current receivable status for assigned accounts, proactively pursuing collection of past-due balances and documenting unresolved items for accounting review. Ensures compliance with HUB procedures and federal/state insurance regulations. Performs other duties and projects as assigned. QUALIFICATIONS: Hold a high school diploma/GED (college degree strongly preferred) Have at least 7+ years of related commercial insurance experience Property & Casualty License KNOWLEDGE / SKILLS / ABILITIES: Ability to effectively and professionally communicate orally and in writing with internal and external customers. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems. Desire to learn and grow within the insurance industry. Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately. Confidence and demeanor to effectively interact with all levels within the organization. Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs. Ability to effectively work with a team and coach others in developing their skills and abilities. Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly. Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions. Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy. Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. WORKING CONDITIONS AND PHYSICAL DEMANDS: This position primarily involves remaining in a stationary position for the majority of the workday. The person in this position frequently communicates with colleagues and clients both in person and on the telephone; Must be able to communicate and exchange accurate information. Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer. The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc. WHY CHOOSE HUB? Throughout our network of more than 450 HUB offices in North America, we offer a competitive, exciting and friendly work environment that strategically positions our employees for longevity and success. At HUB, we believe in investing in the future of our employees, and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs, yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. HUB International Limited is an equal opportunity and affirmative action employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. The EEO is the Law poster and its supplement is available here at http://www.dol.gov/ofccp/regs/compliance/posters/ofccpost.htm . EEOAA Policy E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the US Recruiting Team toll-free at (844) 300-9193 or USRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications. The expected salary range for this position is $140,000 - $150,000k depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB International is proud to offer comprehensive benefit and total compensation packages which could include health/dental/vision/life/disability insurance, FSA, HSA and 401(k) accounts, paid-time-off benefits, and eligible bonuses, equity and commissions for some positions. #LI-LW1 LIKE US SO FAR? Take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. Apply online today! Department Account Management & Service Required Experience: 7-10 years of relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations. E-Verify Program We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team HUBRecruiting@hubinternational.com. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousands of projects, helping them develop and execute on winning corporate real estate strategies. We specialize in representing occupiers of real estate in lease negotiations and structuring, owner user acquisitions, construction and project management, portfolio management, lease auditing, lease administration, capital markets, and facility management. We are proud to be one of the most award-winning companies in the country, having been named the #1 Best Place to Work in the Nation by Fortune magazine, #2 Top Company Culture in the Nation by Entrepreneur, and the #1 Best Place to Work by local business journals in many of our office locations. For more information on Hughes Marino's dynamic culture, please visit our blog. Whether you are considering a brokerage career in commercial real estate or are already deeply entrenched in the field, Hughes Marino has the tools, training, and infrastructure to supercharge your productivity and effectiveness. We are searching for extremely talented individuals to be valued members of our San Diego office. In this position, you will be a part of a world class team of seasoned industry experts that will help take your career to the next level. Our goal for all brokers is to master every aspect of being a high-performance corporate real estate advisor, including procuring their own clients and leading the advisory and execution portions of specific transactions, as well as managing relationships with portfolio clients who we represent on a national or global basis. Hughes Marino has an incredible training program for brokers of all levels, typically resulting in experienced advisors realizing a three times increase in their revenue within a few years of joining our team, with immediate results within the first 12 months, and newer brokers being able to achieve much earlier success in their careers. We provide all of our brokers with unprecedented levels of operations and subject matter area expert support from internal teams consisting of attorneys, financial analysts, construction experts, furniture consultants, and many other niche areas of specialization. Brokers receive their own private office within a beautiful office environment. Desired Skills and Expertise: • A California Department of Real Estate broker's or salesperson's license required to be in process or already obtained., • Commercial real estate experience is strongly preferred., • Bachelor's degree required., • We are looking for candidates with excellent interpersonal skills as well as extremely high levels of work ethic, determination, and motivation., • Candidates must have a warm personality and the ability to work well in a team environment., • We only hire those who live by Hughes Marino's core values. We respect your privacy and will always keep your identity 100% confidential.