Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits? Our “people helping people” philosophy has guided us since 1935, driving our deep commitment to serving our members, communities, and each other. When you join our team, you become part of a purpose-driven organization where your work makes a real difference. While we’re proud of our history, we’re even more excited about our future. With business and technology transformation on the horizon, there’s never been a better time to be part of BECU. PAY RANGE The Target Pay Range for this position is $26.35-$32.12 hourly. The full Pay Range is $21.65-$38.03 hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. hourly. At BECU, compensation decisions are determined using factors such as relevant job-related skills, experience, and education or training. Should an offer for employment be made, we will consider individual qualifications. In addition to your salary, compensation incentives are available for the hired applicant. Incentives are performance based and targets vary by role. BENEFITS – because people helping people starts with supporting you - 401(k) Company Match (up to 3%) - 4% annual contribution to your 401(k) by BECU - Medical, Dental and Vision (family contributions as well) - PTO Program + Exchange Program - Tuition Reimbursement Program - BECU Cares volunteer time off + donation match IMPACT YOU’LL MAKE: As a Mortgage Loan Officer – Member Direct at BECU, you’ll be the trusted guide helping our members navigate one of the most important financial decisions of their lives—purchasing or refinancing a home. Your expertise will help members find the mortgage solution that best fits their needs, all while providing an exceptional experience from the first conversation to closing. You’ll leverage both phone and digital inbound channels to expand BECU’s reach, ensuring every member feels supported, informed, and confident in their home loan journey. WHAT YOU’LL DO: - Build Strong Member Relationships: Connect with members to understand their unique needs and guide them toward mortgage solutions that fit their goals. - Originate Loans with Care: Take complete, accurate loan applications, gather required documents, and ensure all disclosures and fees are clearly communicated. - Match Products to Member Needs: Pre-qualify members and align them with mortgage products that provide the most value and benefit. - Be the Mortgage Process Navigator: Serve as the primary contact for members, real estate agents, and all involved parties—keeping everyone informed from application through closing. - Partner for Success: Collaborate with Mortgage Fulfillment, Support, and Servicing teams to resolve issues quickly and ensure a seamless experience. - Maintain Expert Knowledge: Stay current on mortgage products, lending guidelines, underwriting processes, compliance regulations, and real estate market trends. - Negotiate with Integrity: Discuss and confirm loan terms with members, locking rates in accordance with BECU policies. - Ensure Accuracy: Review application data for integrity, analyze Automated Underwriting System findings, and properly document files to meet underwriting and investor requirements. - Stay Connected to the Industry: Maintain expertise by participating in professional development, reading industry publications, and networking. - Deliver on Service Standards: Meet phone service level goals, including availability and timely responses to member inquiries. - Go Beyond the Basics: Perform additional duties that support team and organizational success. This isn’t just about ticking off tasks on a list. It's about making a significant, positive change in BECU’s journey, where your contributions are valued, and your growth is continually fostered. WHAT YOU’LL GAIN: - Thrive on building trust and making a real difference in members’ lives. - Enjoy combining financial expertise with a people-first approach. - Are motivated by solving complex problems with accuracy and care. - Value collaboration and want to work alongside talented, supportive colleagues. - Seek opportunities to grow your career in a mission-driven organization. - Appreciate being part of a team that values both innovation and tradition. - Want to work in an environment that celebrates your contributions and invests in your professional development. QUALIFICATIONS: Minimum Qualifications: - High school diploma or equivalent required. - Minimum 4 years of lending sales, processing, or underwriting experience. - Minimum 5 years of sales experience. - Comply with SAFE Act legislation, including annual registration as a Mortgage Loan Originator (MLO). Desired Qualifications: - College degree preferred. - Experience with conventional, FHA, VA, and jumbo mortgage products strongly preferred. - Financial Services/Financial Institution background preferred. - Verbal and written communication skills. - Math skills with a high degree of accuracy. - Ability to evaluate loan applications and supporting documentation. - Ability to perform complex income analysis, including review of complex tax returns (corporate, partnerships, sub-S corporations). - Demonstrated knowledge of conventional and/or government lending guidelines. - Demonstrated knowledge of mortgage processing, underwriting, and closing procedures. - Demonstrated knowledge of regulatory compliance. JOIN THE JOURNEY: Ready to make an indelible impact? Eager to be part of a collaborative and innovative team where your ideas and contributions don’t just fill a role, but fuel the growth and success of BECU? This is more than a job – it’s a chance to elevate your career, skills, and future, all while contributing to the robust technological landscape of BECU. Embrace the opportunity to grow with us. Apply now, bring your expertise to the table, and let’s achieve excellence together at BECU. Your journey of influence, innovation, and impactful contribution starts now. #BECU #YourGrowth #BECUJourney EEO Statement: BECU is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, sexual orientation, gender identity, or any other protected status.

• Translate the CEO's strategic vision into concrete, prioritized action plans • Structure the organization: processes, management cadences, governance, roles & responsibilities • Establish and monitor key performance indicators (operational and financial) • Streamline communication between the CEO and teams (eliminate the bottleneck) • Challenge strategic decisions and secure growth • Support recruitment and upskilling of key teams • Lead transformational projects (scaling, reorganization, expansion, professionalization)

Role Description The Advisor, Strategic Philanthropy (Major Gift Officer) is a senior frontline fundraising position within Susan G. Komen’s Major Gifts & Planned Giving team. This role is responsible for managing and growing a national portfolio of high-capacity donors across multiple regions, developing strong philanthropic partnerships, and securing multi-year and leadership-level gifts to advance Komen’s mission. This position operates in close collaboration with Donor Experience Officers, National Director of Donor Experience, and Vice President to deliver a high-touch, donor-centered experience and to maximize revenue outcomes across assigned regions. This role is a senior individual contributor position with no direct management responsibilities and is focused exclusively on donor relationship management, cultivation strategy, and revenue growth at the national level. Qualifications - Bachelor’s degree required; advanced degree or CFRE certification strongly preferred - 7–10+ years of frontline fundraising experience with a strong track record in major gifts - Demonstrated success personally managing major gift portfolios generating $1M+ annually - Proven experience closing multi-year commitments and cultivating planned and tax-smart gifts - Proven experience closing six and seven figure gifts - Experience collaborating in a matrixed or national fundraising organization - Proficiency with Salesforce or comparable donor management systems - Technological fluency with Microsoft Office Suite and CRMs with strong documentation skills with attention to detail - Familiarity with platforms such as Gravyty, FreeWill, Momentum, Windfall, and Kindsight is a plus - Excellent relationship-building and communication skills - Ability to work independently in a fully remote environment - Adaptability in a fast-paced, goal-driven fundraising culture - Demonstrated commitment to mission-centered, donor-first fundraising practices Requirements - Manage a national portfolio of major gift donors and prospects with an annual revenue responsibility growing to $1M+ - Build long-term philanthropic relationships that drive donor retention, upgrades, and increased lifetime value - Develop and execute tailored discovery, cultivation, solicitation, and stewardship strategies - Secure major gifts, multi-year commitments, planned gifts, and tax-smart contributions including DAF, stock, and IRA/QCD gifts - Maintain consistent, high-touch donor engagement across channels including in-person meetings, video, phone, and personalized written communication - Partner with local market teams as necessary to coordinate cultivation strategies and local engagement opportunities to provide a seamless donor experience across regions - Serve as a national philanthropy partner and advisor to support market Executive Directors with donor engagement - Coordinate donor engagement across multiple markets to ensure consistent messaging, stewardship, and alignment with donor interests - Partner with the Vice President and National Director of Donor Experience to support overall major gift strategy and qualification pipelines - Represent Komen at donor meetings, cultivation events, and stewardship engagements regionally and nationally - Required to maintain accurate and timely documentation of donor activity, relationships, and solicitation strategies in Salesforce and associated fundraising tools - Use donor analytics and portfolio performance data to inform prioritization, segmentation, and cultivation strategy - Track portfolio KPIs and adjust strategies to optimize engagement and revenue outcomes - Identify and cultivate opportunities for recurring and multi-year commitments - Integrate tax-smart giving strategies into donor conversations including donor-advised funds, stock gifts, planned giving, and IRA QCD gifts - Collaborate with Marketing and Donor Experience teams to ensure coordinated donor messaging and stewardship efforts - Partner with leadership to identify major donor and foundation prospects for cultivation and proposal development - Support donor briefings, impact reporting, stewardship presentations, and recognition planning - Participate in donor strategy sessions related to high-capacity prospect engagement - Maintain strong knowledge of Susan G. Komen’s mission priorities, patient support programs, research funding initiatives, and community health efforts - Provide insights to department leadership based on donor trends and portfolio needs - Contribute to continuous improvement of national donor engagement strategies - Perform additional duties as assigned to support the mission and success of Susan G. Komen Benefits - Approximate salary $88,000 to $113,000, exact compensation ranges are based on various factors including the labor market, job level, internal equity and budget. - Health, dental, vision and a retirement plan with a 6% employer match - Unlimited Flexible Paid Time Off plus scheduled holidays - Flexible work arrangement in a fully remote working environment - Bi-weekly work from home stipend - Parental leave - Tuition Reimbursement - A culture of learning and development - And so much more!

Role Description The Major Gifts Officer at CaringBridge owns and scales our major gifts revenue engine. This is a senior, frontline role responsible for identifying, qualifying, cultivating, soliciting, and closing major gifts of $10,000+, with an emphasis on speed to ask, disciplined pipeline management, and consistent closes. Success in this role requires comfort moving prospects efficiently from interest to investment while building a scalable major gifts function that supports CaringBridge’s growth and mission impact. Primary Objectives - Drive near- and mid-term major gift revenue growth through disciplined prospecting, qualification, and closing. - Build and manage a high-performing major gift pipeline with clear stages, timelines, and conversion targets. - Increase the velocity of donor engagement and asks, without sacrificing donor trust or mission alignment. - Establish a repeatable, scalable major gifts operating model aligned to a tech-enabled organization. Duties and Responsibilities - Major Gifts Revenue & Pipeline Ownership: - Own a personal portfolio of ~75–100 qualified major gift prospects and donors, actively managed across all stages of the donor lifecycle. - Proactively identify, qualify, and prioritize prospects based on capacity, readiness, and alignment—moving quickly from discovery to ask. - Develop and execute clear solicitation strategies with defined ask amounts, timelines, and close plans. - Maintain a consistent cadence of direct donor engagement (virtual and in-person) with an emphasis on forward momentum. - Close major gifts and multi-year commitments that materially advance organizational goals. - Hybrid Fundraising / Business Development Approach: - Operate with an outcomes-focused approach to donor engagement—balancing relationship depth with decisive action. - Identify opportunities for corporate, family foundation, and high-net-worth partnerships that align with CaringBridge’s platform and growth strategy. - Collaborate with the CEO and senior leaders to align donor opportunities with real-time organizational funding priorities. - Systems, Data & Accountability: - Build and maintain a rigorous moves-management system within Salesforce, ensuring data accuracy, visibility, and accountability. - Use pipeline data to forecast revenue, assess conversion rates, and course-correct quickly. - Establish and track success metrics such as: - Qualified prospects added - Asks made - Close rate - Average gift size - Time from qualification to close - Provide clear, concise reporting and insights to the CEO and senior leadership. - Executive, Board & Cross-Functional Partnership: - Partner closely with the CEO, and Board to activate high-value relationships and accelerate donor engagement. - Prepare senior leadership team with meeting strategies, donor briefs, talking points, and follow-up plans to maximize impact. - Work cross-functionally with Development, Marketing and Communications on initiatives to drive impact and outcomes. - Stewardship & Retention: - Ensure timely, high-impact stewardship that reinforces donor confidence and sets the stage for subsequent and increased giving. - Balance stewardship with forward-looking conversations about next commitments and expanded impact. Qualifications - At least 8 years of frontline major gifts, fundraising or revenue-generating experience in a nonprofit or adjacent organization. - Proven track record of closing five and six figure gifts with consistency. - Experience creating a major gifts program strategy. - Demonstrated ability to move prospects efficiently from qualification to close. - Experience soliciting gifts from individuals or entities in excess of $500,000. - Comfort with adapting to market trends and applying innovative approaches to donor strategy and messaging. - Strong CRM discipline (Salesforce preferred) and comfort using data to drive decisions. - Exceptional communication skills with the ability to ask clearly, confidently, and directly. - Strong writing and presentation skills, with an ability to compel action. - Ability to think strategically while also managing a challenging day-to-day workload. Preferred - Experience operating as a solo major gifts officer. - Background working in a growth-oriented nonprofit, healthcare, or technology-adjacent organization. Physical Demands - Frequently required to sit, use hands to handle objects and talk or hear. - Frequent wrist and/or hand movement is required. - Occasionally required to stand, walk and reach with hands and arms. - Must occasionally lift and/or move up to 30 pounds. - Specific vision abilities required include close vision, distant vision and the ability to adjust focus. Benefits - Top-Tier Health Coverage: Choose from comprehensive medical plans (including two HSA options), plus dental, vision, EAP, pet insurance, fitness membership discounts, and more. - Mental Health Support: Complimentary subscription to the Headspace app for meditation, movement, improved focus, better sleep, and stress reduction support. - Health Savings Support: Receive a $1,000 annual employer contribution to your HSA to help cover medical expenses. - Financial Wellness: We match 401(k) contributions at 3% to help you plan for the future. - Peace of Mind: Employer-paid short- and long-term disability insurance, plus life insurance, are included. - Flexible PTO: Take the time you need, when you need it. - Work Your Way: Enjoy a flexible schedule and the option to work hybrid or fully remote from anywhere in the U.S. - Connection & Community: Come together in person with the team twice a year at company retreats in Minneapolis. - A Culture That Cares: We’re highly values-driven, supportive of work-life balance, and understand the unique challenges of caregivers in the workplace. Equal Employment Opportunity Statement At CaringBridge, we are committed to building a diverse, inclusive, and equitable workplace. We believe that varied perspectives drive innovation and strengthen our organization. We consider all qualified applicants without regard to race, color, religion, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, veteran status, or any other legally protected status. We also comply with applicable federal, state, and local laws governing nondiscrimination in employment in every location in which the company operates. Accommodations are available upon request for candidates taking part in all aspects of the selection process.