Role Description The ideal candidate for the Loan Specialist position will have the skills and experience necessary to meet the following skills and qualifications: - Ensure loan/card applications and supporting documentation are accurate and that the package is complete for loan/card application requests. - Prepare loan/card packages for underwriting. - Enter applications into the Loan/Card Origination System and follow up with appropriate personnel for missing information on incomplete packages. - Maintain files, documents, notes, etc. - Review and verify completeness of files with all necessary documents and signatures required. - Research and resolve lending inquiries and issues. - Answer questions and follow up with clients. - Other duties as assigned. Qualifications - Requires High School diploma or equivalent and some previous banking or loan processing, documentation, loan assistant experience or other directly related experience. - A combination of education and experience may meet job requirements. - Basic knowledge of lending processes, loan principles, documentation, and loan systems. Knowledge of banking process and procedures helpful. - Must have good organizational and customer service skills. - Must be accurate, detail-oriented and have the ability to multi-task with strong communication skills, both written and verbal. - Ability to complete processes and meet deadlines. - Working knowledge of computer programs i.e. word processing, spreadsheets, or related software. Requirements - Salary Range for this position is $20.37 to $29.87 per hour, base salary, depending on experience. Benefits - Medical, Dental and Vision Insurance - START DAY ONE! - Life and Disability Insurance, Paid Parental Leave and Adoption Assistance - Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts - Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays - 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience - Mental health benefits including coaching and therapy sessions - Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire - Employee Ambassador preferred banking products

Role Description As an Appointments Specialist, you will be responsible for appointing brokers and brokerages both new and existing who are properly licensed so they can represent Beam to their clients. You will be responsible for doing this process accurately and efficiently all while exceeding our customer support expectations. Additionally, you will be responsible for completing high volumes of appointments accurately and timely, exceeding all SLAs (Service Level Agreements). Qualifications - 1-2 years of experience in operations, compliance or employee benefits - History of exceeding individual and team goals and metrics - Proficiency with Salesforce and DocuSign, or comparable software - Knowledge of Zendesk, Confluence and/or other ticketing or knowledge-base tools - Proven ability to complete responsibilities with the drive to lead the creation of processes and their improvements - Exercise an ability to learn new technology and leverage its benefits to quickly complete a process - Excellent analytical and organizational skills and the ability to balance many competing priorities at once - Highly motivated, driven to troubleshoot and problem solve - Ability to thrive in a fast-paced, dynamic (read: sometimes chaotic) environment Requirements - You are a subject matter expert on Beam's appointment processes, carrier and compliance rules and deadlines, document and contract evaluations, and all system tracking best practices - Partner with the Appointments leaders to align expectations and projections that prepares you to execute volume - Provide additional support to the general Appointment inboxes by routing, troubleshooting or escalating requests through the appropriate channel - Own continuous pipeline of contracting packets from introduction to completion through integrated software, email or phone when needed - Complete contracting responsibilities with the drive to assist with process improvement projects - Effectively communicate with external stakeholders and support them through the Appointment process - Perform other duties/projects as assigned

Role Description The ITSM & Governance Specialist supports the development, execution, and ongoing operation of the Technology Service Management (ITSM) framework and technology governance processes. This role focuses on administering ITSM processes, tools, and governance routines to help ensure technology initiatives are prioritized appropriately and aligned with approved budgets and organizational objectives. Reporting to the Sr Manager Digital Operations, this role partners with internal technology teams, service providers, and business stakeholders to document processes, maintain governance workflows, and provide visibility into demand, service performance, and initiative readiness. The Specialist operates within established frameworks and standards and contributes to continuous improvement efforts. Qualifications - A minimum of three (3) years of experience in an Information Technology, IT operations, service management, PMO, or governance-related role. - Working knowledge of ITIL or similar IT Service Management frameworks. - Experience supporting or administering technology platforms used for ITSM, governance, or portfolio management. - Strong written and verbal communication skills with the ability to collaborate across technical and business teams. Requirements - Bachelor’s degree in Computer Science, Information Systems, Business Administration, or equivalent practical experience. - ITIL Foundation, CAPM, or similar entry- to mid-level certifications. - Experience working with external service providers or managed services environments. - Familiarity with governance, demand intake, or portfolio prioritization processes. - A strong attention to detail. - The ability to manage functionally diverse teams, including external partners. - The ability to effectively communicate with all levels of an organization. - A collaborative approach that allows you to be effective in influencing without direct organizational authority. - Strong project management skills including planning, risk analysis and mitigation, prioritization, and resource management. - Ability to lead and coach team members in the areas of influence, collaboration, systems/enterprise thinking, and empowered decision-making. - Ability to perform work in an autonomous way, completing assigned tasks in a reliable fashion with little leadership direction. - Blend of strategic thinking and tactical actions applied to issues at hand. Preferred Education/Experience - Project management or ITIL certifications. Language Ability - Ability to read, write and interpret documents in English such as safety rules, operating and maintenance instructions and procedure manuals.

Role Description We are seeking a detail-oriented Transaction Specialist to play a crucial role in ensuring smooth, compliant transactions across our team. In this role, you will manage transaction workflows end-to-end, including document compliance, commission processing, and agent support. You will serve as a key partner to agents, guiding them through systems, processes, and requirements while ensuring accuracy and timeliness at every stage of the transaction lifecycle. This role requires a strong understanding of compliance, financial accuracy, and internal systems, along with the ability to proactively identify issues and drive solutions. Key Responsibilities - Transaction & Compliance Management - Review, audit, and manage transaction files to ensure compliance with brokerage and state-specific requirements. - Maintain accuracy across all deal stages, demonstrating a strong understanding of transaction statuses and workflows. - Identify and resolve missing or incorrect documentation that may delay closing or commission processing. - Independently complete compliance reviews within SkySlope, ensuring files meet all required standards. - Apply a deep understanding of company policies, regional requirements, and escalation paths (including Broker of Record involvement). - Commission Processing & Financial Accuracy - Queue, review, and process commissions with a high degree of accuracy and accountability. - Audit commission structures including splits, referral fees, transaction fees, and co-broke agreements. - Identify and flag discrepancies such as missing splits, deposit mismatches, and incorrect GCI calculations. - Validate commission data against compliance documentation and financial records. - Generate CDAs, support escrow release processes, and ensure proper payment readiness. - Agent Support & Communication - Serve as a primary point of contact for agents, providing timely and accurate support on transaction status, submissions, and payment timelines. - Proactively communicate with agents to resolve outstanding items required to close transactions. - Manage and respond to a shared inbox, ensuring all assigned communications are addressed by end of day. - Tag and route inquiries appropriately across internal teams based on ownership and subject matter. - Systems & Process Expertise - Act as a subject matter expert in transaction and commission platforms, including Total Brokerage and SkySlope. - Maintain detailed notes within transaction records, documenting agent communications and internal escalations. - Utilize internal tools such as deposit logs to investigate pending funds and transaction discrepancies. - Operational Excellence & Workflow Optimization - Manage a high volume of transactions across multiple stages. - Self-prioritize tasks and operate independently with minimal oversight in a fast-paced environment. - Demonstrate strong attention to detail and accuracy aligned with internal quality thresholds. - Identify inefficiencies in workflows and proactively implement scalable improvements. - Collaborate cross-functionally with Agent Finance, Accounting, and Brokerage Operations. - Support ongoing training and knowledge-sharing initiatives to improve team efficiency and agent experience. Qualifications - Bachelor’s degree in Finance, Accounting, Business, or related field preferred. - 3-5 years of experience processing real estate transactions. - SkySlope experience preferred. - Experience with real estate transactions in California. - Real Estate license a plus. Skills & Competencies - Exceptional attention to detail in auditing documents and financial data. - Strong analytical and problem-solving skills. - Excellent written and verbal communication skills. - High level of customer service and responsiveness. - Advanced proficiency in Excel (pivot tables, lookups, etc.). - Strong organizational and time management skills with ability to manage multiple priorities. - Ability to quickly learn new systems and adapt to evolving processes. - Self-starter with the ability to work independently and drive results. Compensation Actual compensation within the pay range listed below will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. The national base pay range for this position within the United States is $70,000.00 - $80,000 USD. Your Location This position is remote eligible for candidates located on the West Coast. The role may include occasional work at a SERHANT. office or attendance at offsites, as agreed to with your manager. While the position is remote eligible, you must live within the United States. Hiring Statement SERHANT. is committed to providing a workplace free from discrimination or harassment. We expect every member of the SERHANT. community to do their part to cultivate and maintain an environment where everyone has the opportunity to feel included and is afforded the respect and dignity they deserve. Recruiting Fraud Notice Please be aware that fictitious job openings, consulting engagements, solicitations, or employment offers may be circulated on the Internet in an attempt to obtain privileged information, or to prompt you to pay a fee for services related to recruitment or training. SERHANT. does not charge any application, processing, or training fee at any stage of the recruiting or hiring process. Visa Sponsorship Notice Thank you for your interest in working with us! At this time, we are not able to offer H-1B visa or any other work authorization sponsorship. To be considered for any of our open roles, candidates must be currently authorized to work in the United States without the need for sponsorship now or in the future.