Role Description The SBA Loan Officer I is responsible for collecting, reviewing, evaluating, structuring and originating SBA loan requests and all supporting documentation. This individual meets with applicants to explain credit policies and to obtain loan information and documentation. The SBA LO I serves borrowers and prospective borrowers promptly and professionally, provides general credit union information, cross-sells services, and works to ensure the origination of quality loans. This individual is responsible for business development and marketing of existing and prospective accounts. Reports to the AVP SBA Sales. LOCATION: Full Time SCHEDULE: Off-site Utah - Solicits and develops new business, takes applications and processes preliminary documentation for loan requests. - Explains loan products and related credit criteria in a manner that elicits positive responses from members. - Makes retention and development calls on existing and potential new members for both loans and deposits. - Expected to generate loan originations consistent with an entry-level threshold of the MACU SBA team and comparative mid-market levels. - Evaluates credit data, cash flow, financial statements and collateral to determine the credit worthiness of applicants. - Educates members regarding credit union products and services and how they can better serve their individual financial needs. - Communicates clear reasons for denial in a timely manner to applicants when their loan request has been denied. - Presents and helps prepare credit proposals including recommendations for pricing, terms and structure to approving authority(ies). - Understands personal and business financial statement analysis (income statement and balance sheet), cash flow, and business/personal tax returns. - Understands real estate transactions, construction loans, 1031 exchanges, MAI appraisals, title insurance, regulatory requirements, etc. - Works alongside lending support teams to maintain a high quality of work and efficiency in operations to ensure approved loans are originated. - Ensures that members’ requests and questions are promptly resolved. Makes member satisfaction a priority. - Conducts property inspections as necessary. - May assist with the collection of delinquent accounts. - Completes required pipeline, incentive and related reports and records accurately and promptly. - Attends and participates in sales and loan committee meetings as required. - Attends assigned training sessions and stays current on new procedures and policies. - Establishes and maintains effective and professional business relations with members, third parties and other trade professionals. - Develops sales abilities to find SBA real estate sales opportunities for the Credit Union. - Performs other duties as assigned. Qualifications - 2 years of commercial lending/sales or related sales experience. - Knowledge of commercial products and services. - Bachelor’s degree in business, finance or related field from an accredited university or 2 years in a progressive lending position. - Must qualify for access to SBA systems and not be listed on any SAM search or SBA debarment lists. Requirements - Advanced skills with Microsoft Office Suite including Outlook, Word and Excel. - Demonstrated experience with loan origination system preferred. - Demonstrated ability to clearly express ideas, methodology, results and recommendations verbally, in writing and through insightful reports and graphic illustrations. - Ability and desire to make solicitation calls in person and on the phone. - Ability to analyze financial statements and determine cash flow, liquidity, debt-to-worth, trends, etc. - Must be self-motivated, self-managed, have strong organizational skills, pay close attention to detail, and follow through appropriately with multiple projects and deadlines. - Has an understanding of NCUA and credit union guidelines for commercial loans. - Has a general understanding of SBA eligibility per the SBA’s Standard Operating Procedures. - Able to minimize Credit Union risk, maximize borrowing potential and maintain the professional reputation of MACU. - Good presentation skills to Credit Committee a must. - Ability to work both autonomously and collaboratively in a fast-paced environment. - Adaptive to change, responds positively to altered circumstances or conditions. - Take initiative to be a problem solver and provide suggestions to improve processes and efficiencies. Benefits - This Job is not eligible to be performed in Colorado or Connecticut, either remotely or in-person. Company Description Mountain America Credit Union is an EEO/AA/ADA/Veterans employer.

• Serve as the primary partner to the President and COO, anticipating needs, managing priorities, and ensuring seamless day-to-day operations • Drive follow-through on decisions, action items, and projects to ensure clarity, accountability, and timely execution • Can act as an extension of the President and COO in meetings and communications for coordination across teams • Create high-quality presentations, reports, executive team and board-level materials that clearly communicate complex information • Draft executive communications, talking points, and internal updates as needed • Manage complex, dynamic calendars and prioritize scheduling needs for the President and COO • Coordinate travel itineraries, accommodations, and detailed briefings to ensure smooth logistics • Plan and execute internal and external meetings, events, and engagements • Oversee traditional executive administrative activities, including expense reports, document management, and contract routing • Serve as the point of contact for internal and external partners on behalf of the CPO • Continuously refine and improve administrative and operational processes

• Lead or support cross-functional projects across ALX. • Translate strategic priorities into clear project plans, owners, milestones, risks, and decision points. • Drive execution of special projects that cut across multiple teams or regions. • Identify bottlenecks, escalate risks, and ensure timely resolution. • Prepare project updates, decision memos, and executive briefings. • Ensure priority initiatives maintain momentum and do not get stuck between functions. • Support the design and management of org-level dashboards, operating reviews, and performance routines. • Track progress against key strategic priorities and surface risks early. • Coordinate follow-ups from leadership meetings and ensure clear ownership of next steps. • Help teams move from discussion to decision to delivery. • Support quarterly and sprint planning, retrospectives, and execution reviews. • Support workstreams connected to fundraising, partnerships, Corporate Training and other emerging revenue priorities. • Coordinate cross-functional inputs needed to unlock revenue opportunities. • Prepare materials for internal decision-making, partner conversations, and funder engagement. • Track execution against priority revenue initiatives and ensure dependencies are clear. • Prepare briefing notes, talking points, leadership updates, and presentation materials. • Synthesise complex information into clear recommendations. • Conduct research, analysis, and problem-solving on ambiguous business questions. • Help the COO prepare for key internal and external meetings. • Capture decisions and ensure follow-through after leadership discussions. • Build strong relationships with functional and regional leaders. • Facilitate alignment across teams with different priorities, constraints, and timelines. • Clarify roles, responsibilities, decision rights, and escalation paths. • Support sensitive or high-priority initiatives that require discretion, judgment, and strong stakeholder management.

Role Description Our established California roofing company is seeking a licensed Roofing Contractor ("C-39") to serve as our Responsible Managing Officer (RMO) — the legal and operational qualifier on our corporate license. Roofing is our core trade, so the right C-39 qualifier is a long-term partner. This is a genuine supervisory role: you'll exercise direct supervision and control over our roofing operations as required by California law, in exchange for a monthly fee. Qualifications - A current, clean, active California "C-39" Roofing Contractor license, in good standing with no disciplinary history or unresolved complaints - At least 4 years of journeyman-or-higher roofing experience in the classification (CSLB requirement) - Willingness to be named as a corporate officer on the license - Capacity to actively qualify and supervise — this is not a name-only arrangement Requirements - Exercise direct supervision and control of roofing operations per B&P §7068.1 - Review and make technical and administrative decisions as the qualifier - Conduct periodic compliance and workmanship oversight (can be largely remote: document/permit review, project check-ins, scheduled oversight calls) - Be reachable for licensing and code-compliance questions - Help ensure the company operates within CSLB rules Benefits - Contractual officer role, not full-time employment — a defined, manageable time commitment - Formal RMO agreement drafted by our attorney spells out duties, pay, and term - We handle CSLB filings and carry the required $25,000 Bond of Qualifying Individual - You can qualify a maximum of 3 firms total at any time — tell us how many you currently hold - Compensation: $1,300/month, paid per the signed agreement, plus reimbursement of any agreed expenses. - Flexible work from home options available. Company Description California — Central Valley & Bay Area roofing company (RoofMaxx + full-service roofing)