Role Description At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps. We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic. Why Choose This Path? - Earn While You Learn: Transition into a high-demand industry with a structured training program. - Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership. - Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection. What You'll Do - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why." - Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions. - Professional Development: Attend structured training sessions to master financial concepts and client relationship management. Qualifications - Ethical Standards: Must be able to pass a standard soft background check. - Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN. - Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance). - Communication: You should enjoy talking to people and have a "service-first" attitude.

Role Description At Legacy Wealth Financial (powered by GFI), we believe financial clarity shouldn't be a luxury. We are an education-first firm that partners with Fortune 500 institutions to provide families with complimentary, comprehensive financial roadmaps. We are looking for ambitious, people-oriented individuals to join our 2026 training cohort. No prior finance experience is required—we provide the blueprint, the mentorship, and the platform; you provide the work ethic. Why Choose This Path? - Earn While You Learn: Transition into a high-demand industry with a structured training program. - Total Flexibility: Design a schedule that fits your life—perfect for those seeking a full-time career change or a strategic part-time income stream. - Leadership Track: We prioritize internal promotion. This role is designed to evolve into management and agency leadership. - Purpose-Driven Work: You aren't "selling"; you are educating families on retirement, college funding, and wealth protection. What You'll Do - Consult & Educate: Learn to conduct financial discovery sessions with individuals and business owners to understand their "why." - Strategic Planning: Build customized roadmaps using our suite of wealth accumulation and insurance solutions. - Professional Development: Attend structured training sessions to master financial concepts and client relationship management. Qualifications - Ethical Standards: Must be able to pass a standard soft background check. - Legal Standing: Must be 18+ and a Legal U.S. Resident, Citizen, or hold a valid Work Permit with an SSN. - Growth Mindset: Ability to complete state licensing requirements within 14 days (we provide the guidance). - Communication: You should enjoy talking to people and have a "service-first" attitude.

Role Description The Loss Mitigation Underwriter I will be responsible for underwriting Loan Modifications applications in accordance with Treasury, Company and Investor guidelines while following company’s policies and procedures under general supervision. Makes sound underwriting decisions and ensures that all decisions meet legal and policy requirements. Perform all duties in accordance with the company’s policies and procedures, all US state and federal laws and regulations, wherein the company operates. The Loss Mitigation Underwriter I level is the entry level role in the job family and generally handles the least complex underwriting files while gaining additional knowledge and experience on the more complex files. The target pay range for this position is $23.00 - $26.00 per hour. - Perform a thorough analysis to ensure the quality of each loan and to determine compliance with Treasury, Company and Investor guidelines. - Conduct Verification of Income (VOI). - Calculate customer’s front and back-end debt to income ratio. - Verify occupancy, hardship and income. - Apply payment waterfall to determine workout eligibility (repayment plan, forbearance, modification or liquidation options). - If applicable, identify the type(s) and amounts of liquid assets the borrower holds. - Determine and communicate needed conditions to properly document the file (reason for default letter, updated pay stubs, bankruptcy papers, etc.). - Complete system tasks as required to maintain compliance with Treasury, Company and Investor guidelines. - Document final decision and update system of record. Qualifications - High school diploma or equivalent required. - 1 to 2 years of Loss Mitigation Underwriting experience to be considered! Benefits - Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. - Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. - Customized training programs to help you advance your career. - Employee referral bonuses so you’ll get the opportunity to work with friends (and get some extra cash in your pocket!). - Educational Reimbursement. - Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates.

• Assist with the annual budget, quarterly forecasts, and long-range planning process • Maintain driver-based financial models (revenue, headcount, expenses) • Partner with business leaders to develop bottom-up forecasts • Continuously improve forecast accuracy and process efficiency • Analyze performance vs. budget/forecast and provide clear, actionable insights and recommendations to manage risk and drive business decisions and results • Monitor & track risks and opportunities and communicate them clearly to leadership • Own process for defining key financial and operational KPI’s, ensuring alignment with corporate performance objectives • Partner with other finance teams to ensure clarity around budgets and forecasts • Drive accountability around budgets and performance • Provide Enterprise level decision support (M&A, Capital Allocation, etc.) • Prepare monthly/quarterly reporting packages for executive leadership providing business insights • Partner with BI to ensure consistent metric definitions and reporting across the organization • Partner with BI to develop and maintain a single source of truth for performance reporting • Partner with BI to prioritize reporting and dashboard development based on business and leadership needs • Drive process improvements in planning and reporting that enable scalability and automation • Support the evolution towards integrated planning and reporting tools • Work with systems such as Excel, ERP (SAP), and assist in implementation and maintenance of planning tools • Ensure data integrity and consistency across reporting