• Develop and grow relationships with private livestock agencies • Identify and convert corporate and large-scale business opportunities • Build and manage broker and referral partner networks • Deliver tailored pitch presentations to clients and partners • Respond to direct enquiries and convert new business opportunities • Prepare credit submissions and support lending decisions • Manage ongoing customer relationships and conduct on-site visits • Monitor portfolio performance, including arrears and compliance

Business and Financial Performance Manager Location: Remote (USA) Type: Full-Time Job Description: Join the People Helping People Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service. The Opportunity: The Business and Financial Performance Manager role is responsible for leading financial performance management for the Contact Center Services & Solutions (CCS&S) business unit, with accountability for forecasting, performance analysis, and execution against financial plans. This role serves as the primary financial partner to Contact Center leadership, translating operational activity into financial outcomes and driving actions that improve revenue, cost efficiency, and margin performance. Working within the broader commercial and performance framework, this position ensures the business maintains visibility into performance, proactively addresses risks, and capitalizes on opportunities to achieve business plan targets. Day in the Life: - Lead financial performance management for the Contact Center, including monitoring and improving revenue, expense, and margin outcomes against plan - Own and execute forecasting, planning support, and in-period performance analysis, translating operational drivers into actionable insights and recommended actions - Monitor business performance against financial targets, proactively identifying risks and opportunities and driving corrective actions in partnership with leadership - Develop and maintain cost-to-serve models and financial frameworks that inform pricing, operational decisions, and long-term planning - Analyze financial and operational trends to provide clear, data-driven recommendations that improve profitability and operational efficiency - Partner cross-functionally with Operations, Finance, Pricing, and Sales to align financial targets with operational execution and client commitments - Provide financial evaluation and decision support for business cases, investments, and new initiatives, including revenue projections, cost impacts, and return analysis - Drive continuous improvement in financial reporting, forecasting, and performance management processes to enhance visibility, accuracy, and speed of decision-making - Serve as a key financial advisor to Contact Center leadership, influencing decisions through insights and business expertise - Perform all other duties as assigned. Education: - Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field required - Advanced degree (MBA or similar) preferred Experience: - 6+ years of experience in financial planning, forecasting, financial analysis, or business performance management - Experience supporting or driving financial performance within a complex, service-based or contact center environment preferred - Demonstrated experience in cost modeling, pricing analysis, or profitability optimization - Experience partnering cross-functionally with Finance, Operations, and business leadership to influence decision-making - Experience working with large datasets, financial systems, and business intelligence tools Knowledge, Skills, & Abilities: - Ability to build and maintain complex financial and cost-to-serve models that support pricing and profitability decisions - Proven ability to translate operational metrics into financial outcomes and business impact - Advanced analytical skills with the ability to synthesize large, complex datasets into actionable insights - Strong understanding of how pricing, service models, contracts, and operations influence financial performance - Ability to identify risks and opportunities and drive data-informed recommendations to improve business outcomes - Strategic thinking skills with the ability to connect near-term performance to long-term business objectives - Excellent communication skills with the ability to clearly translate complex financial concepts to non-financial stakeholders - Demonstrated ability to influence decision-making and build strong cross-functional partnerships - Strong problem-solving capabilities with the ability to identify root causes and drive resolution in a complex environment - Ability to manage multiple priorities, work independently, and deliver results in a fast-paced, dynamic setting - Advanced proficiency in Excel and experience with business intelligence tools (e.g., Qlik, Power BI) to support reporting and decision-making Additional Essential Functions and Responsibilities: - Regular and reliable attendance. - Responsible for reporting risks that are identified to the appropriate team and/or management. - Additionally, responsible for managing, monitoring and reporting risks within the scope of your work area, to include, but not limited to Information Security risks. - Actively supports and embraces Velera's core values of Dedication, Collaboration, Belonging, Curiosity and Integrity. Service Standards: - Responsible for ensuring that exceptional service is delivered to both internal and external clients by doing what’s right for credit unions. - Demonstrate enthusiastic support of corporate mission, vision, core values and long-term business objectives. - Support a workplace where every employee feels valued, respected, and connected. - Perform job duties within the company’s policies, procedures, service standards and the state and federal laws. Physical Demands: - While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear - Specific vision abilities required by this job include close vision - Ability to occasionally lift/move up to 25 pounds - Individuals with a disability who are otherwise able to perform the essential functions of the job may request a reasonable accommodation through the Human Resources department. About Velera At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera. Pay Equity $67,700.00 - $86,300.00 Actual Pay will be adjusted based on experience and other job-related factors permitted by law. Great Work/Life Benefits! - Competitive wages - Medical with telemedicine - Dental and Vision - Basic and Optional Life Insurance - Paid Time Off (PTO) - Maternity, Parental, Family Care - Community Volunteer Time Off - 12 Paid Holidays - Company Paid Disability Insurance - 401k (with employer match) - Health Savings Accounts (HSA) with company provided contributions - Flexible Spending Accounts (FSA) - Supplemental Insurance - Mental Health and Well-being: Employee Assistance Program (EAP) - Tuition Reimbursement - Wellness program - Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law. Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster. Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information. This role is currently not eligible for sponsorship.

• Overseeing the operational, financial, and compliance performance of a portfolio of properties • Ensuring communities meet performance expectations related to occupancy and financial results • Providing leadership and support to Community Managers and site teams • Managing budgets and monitoring expenses • Ensuring compliance with company policies and regulatory requirements • Maintaining property conditions • Identifying and resolving operational challenges • Fostering a culture of accountability and resident satisfaction • Overseeing capital projects within budget and timelines • Building relationships with internal and external partners

Logistics Manager Location: Rancho Santa Margarita, CA Schedule: Monday - Friday | 9:00 am - 4:00 pm Work Type: Hybrid (3 days onsite required) FLSA Status: Exempt Compensation: $95,000.00 - $115,000.00 annually depending on experience and alignment with the role. Who We Are At Clearly Filtered, our mission is to help people live well, starting with the water they drink. We build high-performance filtration products backed by science and rigorous third-party testing, because trust isn’t claimed, it’s earned. Our technology is purpose-built to remove what others miss, so every person who finds us is genuinely better off for it. About the Role We’re looking for an experienced Logistics Manager to own the reliability and performance of Clearly Filtered’s freight network, 3PL partnerships, and fulfillment operations. This is a high-ownership role for someone who builds systems, measures what matters, and brings solutions before problems escalate, combining hands-on global freight expertise with the analytical rigor and cross-functional instincts to get things done across a fast-moving organization. This role is hybrid, based in Rancho Santa Margarita, CA with a minimum of 3 days onsite per week. Please apply only if you’re able to meet this requirement. What You'll Do Inbound Freight & Purchase Orders Keep inbound flow on time, on budget, and fully documented from origin to receipt. - Own end-to-end inbound freight across ocean, air, FTL, and LCL shipments from origin to 3PL receipt - Manage freight forwarder relationships, customs clearance, and trade compliance - Track landed costs and provide structured documentation for inventory reconciliation - Place and monitor purchase orders against the demand-driven purchase plan with accuracy and discipline - Maintain PO logs covering delivery timing, receipt confirmation, and discrepancy resolution - Proactively surface supply risks with recommended solutions Outbound Fulfillment & 3PL Performance Manage the fulfillment network and hold 3PL partners to defined performance standards. - Own DTC parcel shipments, final mile delivery, and inventory transfers across the fulfillment network - Manage carrier relationships and ensure compliance with Amazon FBA/FBM, routing guides, and labeling standards - Build and own a structured 3PL scorecard covering cost per unit, on-time rates, accuracy, and billing - Drive root cause analysis and hold partners accountable through documented corrective action plans Team Leadership & Warehouse Operations Directly lead the Warehouse & Fulfillment team and set the standard for how work gets done. - Directly manage and develop the Warehouse & Fulfillment team - Set clear performance expectations, deliver effective feedback, and build a team culture rooted in accuracy, throughput, safety, and continuous improvement - Maintain warehouse organization, safety standards, and equipment readiness Reporting & Process Own the data and SOPs that keep logistics operations visible, scalable, and continuously improving. - Own freight and 3PL performance reporting on a consistent cadence - Evaluate fulfillment and freight costs and bring optimization recommendations to leadership - Build, document, and maintain SOPs for all logistics and fulfillment workflows - Enforce vendor packaging, labeling, and compliance requirements on inbound shipments What You Bring Required - 5+ years in logistics, global freight, or supply chain operations in a DTC or consumer products environment - Demonstrated experience managing international inbound freight (ocean, air, road) including freight forwarder relationships, customs documentation, and landed cost management - Experience managing 3PL relationships with structured performance accountability, scorecards, SLA management, and corrective action - Strong analytical skills; comfortable building cost comparison models, freight rate analyses, and performance reports independently - Proven solutions orientation, approaches constraints as problems to solve - Direct management experience leading a warehouse or fulfillment team Preferred - Familiarity with Amazon FBA/FBM compliance requirements and inbounding processes - Experience with carrier rate negotiation and freight cost optimization - Exposure to 3PL network strategy evaluation, site selection, cost modeling, partner comparison frameworks - Experience with Shopify, ShipHero, Luminous, or comparable fulfillment platforms - Background in high-growth DTC or e-commerce operations What Success Looks Like - Inbound freight arrives on time, within cost, and fully documented, no surprises to the supply plan - The fulfillment network operates reliably within SLA; performance is tracked, visible, and improving through structured scorecards - 3PL partners are managed to defined standards with documented corrective actions when gaps arise - POs are placed accurately and on time, executed against the supply plan - The Warehouse & Fulfillment team operates to clear standards without requiring escalation for routine issues - Freight and fulfillment costs are tracked, benchmarked, and continuously optimized What We Offer - Hybrid work flexibility with 9 am - 4 pm working hours - Medical, Dental, Vision, and Life Insurance benefits - 401(k) with company match - Paid holidays, floating holiday, and PTO - The opportunity to be part of a growing brand focused on helping people live healthier lives What To Expect Our interview process is designed to help us get to know you beyond your resume while giving you a clear picture of the role, team, and our work environment. The process typically includes: - An initial video interview with a member of our People team - A second video interview with the hiring manager focused on logistics expertise, operational judgment, and problem-solving - A potential technical assignment to assess your role-specific skills and problem-solving approach - A final onsite interview with team members and cross-functional partners We aim to keep the process thoughtful, communicative, and respectful of your time! Clearly Filtered is an equal opportunity employer and is committed to creating an inclusive workplace for all employees and applicants. We consider all qualified applicants without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, protected veteran status, or any other protected characteristic under applicable law.