Role Description Under the supervision of the AVP Indirect Lending, performs all duties associated with processing Indirect Consumer loans. Monitors Dealer track, RouteOne and CUDL, Indirect applications. Reviews loan packages and determines steps necessary to complete processing and funding in an accurate and timely manner. Adds value to the organization by assisting with the process which adds assets to the Credit Union’s portfolio. Works directly with the Auto Dealers and members. - Performs duties related to processing and funding of indirect consumer lending products. - Reviews documentation to ensure it corresponds with loan application; confirms accuracy of member information, conducts a comprehensive review of income verification, loads data in Loan Origination System, and funds in accordance with loan officer’s instructions/stipulations. - Works directly with Indirect Auto dealers to communicate loan stipulations and funding’s. - Accepts incoming calls from vendors, dealerships and external and internal members. Answers questions and provides information related to loan processing and loan funding. - Reviews completed Indirect Funding Form and Checklist to confirm completion in accordance with credit union standards. Sends completed package to Records/File Room after funding is completed. - Completes telephone interview/verification of indirect applicants and collateral along with verification of physical damage insurance coverage for the financed vehicle. - Adheres to all auditing procedures designed to document the lending process and provide the proper checks and balances. - Supports and participates in continuous improvement activities. - Represents the Credit Union in a positive and professional manner. - Maintains member and other sensitive information with confidentiality. - Treats co-workers and members with respect. - Other related duties as assigned. Qualifications - Minimum combined 1 year related consumer loan processing and/or funding experience to include no less than 6 months indirect experience. - A working knowledge of all consumer lending products, documentation, policies and procedures, services and delivery methods. - Familiarity with NCUA lending regulations, and consumer lending guidelines. - Must be able to communicate effectively with members, management, team members and external third-parties. - Ability to interface with people in a positive manner with empathy, courtesy and tact. - Good interpersonal and consulting skills. - Team oriented and the ability to work collaboratively. - Ability to analyze and solve problems relative to member service needs. - Ability to multitask and prioritize activities. - Ability to utilize calculator with accuracy. - Proficiency in the operations of a PC and Microsoft Office applications such as Outlook, Word and Excel. Requirements - Working knowledge of Loans PQ and DNA. Education - High School Diploma. Benefits - Medical - Dental - Vision - Life Insurance - Flexible Spending Account - 401(k) Matching - Paid Time Off - Training Provided - Tuition Reimbursement

• Responsible for building, identifying, and developing insurance agents, broker, and benefit consultant sales channel to represent Professional Employer Organization (PEO) services. • Candidate must have presentation skills and be comfortable presenting to the sales channel and their clients. • Find and develop Broker driven sales channels through networking, referrals, cold calling, business development through support organizations. • Responsible for concurrently moving prospects through stages of sales process including, on site meetings, request for proposal data gathering, benefits comparison, proposal presentation, and onboarding meeting. • Directly involved in the ongoing relationship management of accounts and retention • Represents company at various industry conferences and events • Remains current on PEO industry changes and competition

• Identify, build, and scale strategic partnerships with payment service providers, acquirers, and high-volume merchants across priority industries, driving rapid expansion of the regional merchant base and transaction volume. • Own the full enterprise sales cycle including prospecting, cold outreach, pitching, commercial structuring, contract negotiation, KYB coordination, and cross-functional integration execution to accelerate go-live timelines. • Develop and manage strong relationships with senior decision-makers within PSPs, acquirers, and large merchants, leveraging regulatory positioning and market credibility to unlock traditional payment infrastructure partnerships. • Design and execute regional expansion strategies that prioritize high-impact verticals such as gaming, iGaming, trading platforms, e-commerce, OTA, and digital services, while identifying emerging opportunities across underpenetrated sectors. • Collaborate closely with Product, Integration, Legal, Compliance, and Marketing teams to localize solutions, streamline onboarding processes, and develop joint go-to-market initiatives that drive merchant adoption and GMV growth. • Analyze merchant performance and partnership data to segment accounts, optimize commercial terms, improve profitability, and maximize long-term ecosystem leverage. • Continuously monitor competitive landscape, regulatory developments, and market shifts to refine regional strategy and inform global payment distribution expansion. • Track and deliver against aggressive KPIs including merchant base growth, acquirer onboarding targets, and measurable transaction volume expansion.

Role Description The Business Development Director (Non-Federal) position is responsible for improving the CSI brand market position to ultimately assist with achieving financial growth for the CSI brand. - Maintain strong relationships with existing customers in the non-federal restoration services segment. - Build market position by identifying new clients and business partners. - Focus on becoming a subcontractor of choice to achieve financial growth for the CSI brand. - Position will focus on the Eastern US region (ME to FL). - US based remote position requiring significant (up to 75+%) travel within the Eastern US region. Qualifications - A bachelor’s degree in business administration, construction management, or other appropriate field. - Minimum of fifteen years of relevant experience. - Demonstrated success in non-federal business development. - Strong knowledge of non-federal restoration services contracting markets in the Eastern US region. - Ability to work cooperatively and professionally with senior staff to meet objectives. - High standards of ethics, honesty, integrity, and reliability. - Solid platform skills for in-person and remote presentations. - Excellent organizational skills, ability to multi-task, make decisions, solve problems, and exercise good judgment. - Solid Microsoft Office skills. - Self-starter, requiring minimal supervision. - Excellent time management skills. - High degree of sensitivity regarding confidential information. - Valid driver’s license. - Ability to travel frequently within the United States, up to 75%+ (3+ weeks per month). Requirements - Pass a pre-employment drug screening (post accepted offer). - Acceptable background check results. Benefits - Medical, dental, and vision insurance. - Health savings account and health reimbursement account. - Flexible spending account. - Employer paid life and disability insurance. - 401(k) matching. - Paid time off along with other essential benefits. Necessary Physical Requirements - Ability to maneuver around work sites, see, hear, and verbally communicate with co-workers and clients. - Maintain physical condition necessary for bending, stooping, sitting, walking, or standing for prolonged periods. - Frequent opportunity to work outside the office environment for extended periods involving exposure to the elements. - Walking over rough and uneven surfaces. - Routine lifting of up to 35 pounds. - Proper use of personal protective equipment (PPE) at all times. - Maintain a constant state of mental alertness. Working Conditions - Job is performed in a combination of office and outdoor site locations. - Office setting includes exposure to computer screens and requires extensive use of a computer, keyboard, and mouse. - Outdoor settings include walking, driving, and carrying supplies throughout all seasons. - Exposure to heat and cold conditions, and potentially wildlife. - Occasional exposure to fumes or airborne particles, toxic or caustic chemicals, and loud noise.