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Senior Commercial Surety Underwriter (Remote)
Zurich 56 Company Ltd.
Remote commercial loan officer job
A leading risk management firm in Chicago is seeking an Executive Underwriter/AVP, Underwriting Director in Commercial Surety. This technically focused role involves account management, business development, and complex analysis. Candidates should possess strong financial skills, excellent communication, and proven negotiation expertise. The position offers a competitive salary range of $98,500 - $215,000, based on level and experience. Join a supportive environment that values growth and inclusion.
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Atlantic Union Bank is hiring Mortgage LoanOfficers focusing on Tidewater Market, VA!
What's Needed: A minimum of two years' current experience as a Mortgage LoanOfficer is required, along with established relationships and production within a specific market.
Position Description:
Originates and completes mortgage loan applications, submits loan files to processing and provides the highest level of customer service to our customers. Designs and implements comprehensive business plan to increase sales and build relationships with referral sources.
Position Accountabilities:
Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients. All required fields in the application to be completed including all third party information prior to approval.
Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.).
Prices loans and locks rates as per Company policy.
Reviews returned applications and documentation for completeness, accuracy, and compliance.
Runs AUS and reviews for findings and required documentation.
Prepares requested Pre-Qualifications as per Company policy. Orders credit reports, appraisals and title requests. Conducts regular follow-ups with clients and referral sources.
Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required.
Submits loan file allowing for stated turn times and works in conjunction with assigned Processor.
Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines.
Assists all parties including the Processor during the entire process.
Meets or exceeds minimum production requirements.
Attends all settlements when possible.
Completes annual Business Plan and meets regularly with Sales Manager.
Keep informed of trends and developments in the local real estate market and competitive environment, as well as changes in rules and regulations pertaining to both private and government insured mortgages.
Maintain a professional image and standards consistent with company policies and procedures.
Organizational Relationship:
Reports to Sales Manager/Branch Manager
Position Qualifications:
Education & Experience
Minimum of 2 years loanofficer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable.
NMLS registration required
Knowledge & Skills
Proven ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business and professionally communicate with existing and past clients.
Working knowledge of standard loan products in the industry and strong familiarity with underwriting guidelines.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Qualifications
Experience2 years: Minimum of 2 years loanofficer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. (required)
Licenses & CertificationsNMLS (required)
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$37k-55k yearly est. 3d ago
Remote Premier Mortgage Loan Officer (Idaho)
Zillow Group Inc. 4.5
Remote commercial loan officer job
Premier LoanOfficer - ID Remote page is loaded## Premier LoanOfficer - ID Remoteremote type: Remotelocations: Remote-IDtime type: Full timeposted on: Posted Yesterdayjob requisition id: P748859## About the team## About the role As a Premier LoanOfficer with Zillow Home Loans (ZHL), you're not just originating mortgages - you're building a network within the fastest-growing channel in the industry. This role is designed for high-performing, entrepreneurial LoanOfficers who thrive on driving results, building influential referral networks, and shaping the future of integrated real estate transactions.You'll leverage Zillow's Premier Agent Network, cutting-edge tools, and unique integration into the customer and agent experience to expand your market presence and outpace industry growth.This is an opportunity to scale your success within Zillow's ecosystem - where your drive and relationships fuel the rapid expansion of our Premier Channel.This role is โremoteโ with restrictions. Your designated remote location is defined as your principal place of residence, which must be physically located within the state listed above, **Idaho****.** You may also elect to spend some time working at a company office. Please note that your employment is contingent upon remaining in this location; any future requests to relocate to another state are subject to Company review and approval and may be denied based upon business need.**Key Responsibilities:*** Originate mortgage loans, guiding borrowers through the process, ensuring compliance, and providing all vital documentation for underwriting, processing, and funding.* Build referral relationships with top real estate agents in your market - strengthening existing partnerships while breaking into new, high-value agent networks.* Drive fully integrated transactions, connecting customers, agents, and the loan process through Zillow's platform.* Be a catalyst for the rapid expansion of Zillow's Premier Channel (2024-2026), outpacing industry benchmarks and setting new standards in the marketplace.* Achieve production targets through a combination of company-provided leads and self-sourced opportunities generated from strong partner relationships.* Use data-driven insights to strategically manage your pipeline, ensuring efficiency and maximum conversion.* Deliver a best-in-class customer experience through timely follow-up, transparent communication, and proactive problem solving.* Stay ahead of market trends, regulations, and lending programs to provide tailored solutions for borrowers and agents.* Manage leads from Premier Agent partners and cultivate new leads through strong partner relationships.* Promptly contact borrowers upon lead receipt and follow up after the initial discovery call to assess financing readiness and offer personalized support.* Ensure all transactions follow applicable laws, regulations, and company guidelines.* Maintain active licensing, complete required education/training, and stay current on regulatory changes and loan program knowledge.* This role involves the collection, storage, and use of your voiceprints (records of speech).In addition to a competitive base pay, employees in this role are eligible for incentive compensation. Actual amounts will vary depending on experience, performance, and location.โRemoteโ with restrictions. Your designated remote location is defined as your principal place of residence; which should be physically located within the state listed above. You may also elect to spend some time working at a company office. Please note that your employment is contingent upon remaining in this location; any future requests to relocate to another state are subject to Company review and approval and may be denied based upon business need.## Who you are* A high-performing LoanOfficer with a proven track record of success.* An entrepreneurial self-starter who thrives in competitive markets and takes ownership of growth.* Skilled at building deep referral partnerships with top real estate agents.* Motivated by uncapped earnings and the opportunity to scale your business within Zillow's unique ecosystem.* Resilient, adaptable, and always looking for new ways to win.**Role Requirements:*** 3+ years of purchase mortgage origination experience as an active NMLS Loan Originator with multiple state licenses, or a Loan Originator working under a bank license (required)* Proven success in handling purchase loans and building referral business with real estate agents.* Physically located in and working from **Idaho****.*** Completed the 20-hr SAFE Pre-licensing Education and passed the SAFE Mortgage Loan Originator Test - National Component with Uniform State Content.* Strong client service orientation and consultative sales skills.* Excellent interpersonal skills, mortgage process knowledge, and ability to close loans successfully.* Proficiency in Microsoft products (Outlook, Word, Excel).* Associates or Bachelor's degree preferred.* Willingness to travel in-market (5% of the time) to engage with agents and expand referral networks.## Get to know us At Zillow, we're reimagining how people move-through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you'll be part of a company that's reshaping an industry and helping more people make home a reality.Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of and included on the list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry-and your career-forward, together.*Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.**Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.**Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.*
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$26k-34k yearly est. 4d ago
Mortgage Loan Originator
Honor Credit Union 3.8
Remote commercial loan officer job
Mortgage Loan Originator Location: Kalamazoo, MI Job Id: 3117 # of Openings: 1 Mortgage Loan Originator - Greater Kalamazoo Area (Full-Time) This is a Remote Work Eligible position. You will be required to work in the local markets to ensure business needs are met. ABOUT HONOR: At Honor Credit Union, we've been putting members first since 1934. Our team remains true to our member promise:
Providing Solutions For Your Financial Success.
Honor members enjoy extraordinary member service at 28 branches, and worldwide through online banking. OUR TEAM: As a team member at Honor Credit Union, you are genuinely part of a family. We leave the term "employee" at the door because you're much more than that; you're a valued member of the Honor Team and its success. We don't settle for good; we aspire to be great, and that starts with the people that live out the "I Am Honor" promise every day. At our core, we are obsessed with providing extraordinary member experience with solutions for financial success. We are rooted in the belief that finances don't have to be intimidating and giving back to the communities we serve is essential. We are made up of outgoing, positive, friendly, and highly experienced people, which creates an inclusive, stimulating atmosphere. Smiling is the epitome of our culture, and like kindness, we believe smiling is contagious - it's no accident that you'll find a smiley face on all things Honor. COMMITMENTS TO LIVING "I AM HONOR":
Act with Urgency and Care - You have the direct authority and responsibility to act and seek out solutions.
The Platinum Rule - Treat others the way they want to be treated.
Make the Connection - Develop genuine relationships so you can provide a "WOW" experience.
See a Need, Fill a Need - Seize opportunities to help others meet their needs, whether they are known or unrealized.
Reason over Rules - Make decisions that are good for the person and good for Honor.
Cultivate Peace & Love - Uphold an environment where diversity is celebrated, kindness is contagious, and everyone belongs.
WHAT WE ARE LOOKING FOR: We are seeking an MLO with a proven track record in sales. If you're interested in being part of an elite team, have an entrepreneurial spirit, and are looking for great income potential, a career as a Mortgage Loan Originator for Honor Credit Union may be the right fit for you. Apply today!
Responsible for the origination of mortgage, land and construction loans.
Responsible for promoting mortgage products as a professional sales representative to prospective accounts via face-to-face, the Internet, email and telephone.
Responsible for making sales calls and attending networking with prospective referral partners.
Partners with our Community Assistant Vice Presidents and Business Development Officers to build new relationships.
Meets scheduling, documentation requirements and production expectations (assigned goals) as determined by the AVP of Real Estate Sales.
Must be or become registered as an MLO and have a nationwide Mortgage Licensing Number.
WHAT WE EXPECT FROM YOU:
EDUCATION/CERTIFICATION:
High School diploma or equivalent. Additional college coursework in business or related field preferred.
Must be/or become registered as an MLO and have a Nationwide Licensing Number.
EXPERIENCE REQUIRED:
One to two years of related loan processing and sales experience. Real estate background helpful.
KNOWLEDGE/SKILLS/ABILITIES:
Understanding of the foundation of determining credit worthiness.
Knowledge of company loan policies, products, procedures, processing and underwriting guidelines.
Familiarity with title reports, insurance, and appraisals.
Must have a demonstrated ability to keep finances in order.
Strong interpersonal and public relations skills.
Excellent sales and organizational abilities.
Well organized.
Problem solving abilities.
Able to use computer tracking system.
WHAT'S IN IT FOR YOU: Honor has excellent benefits for all full and part time team members. We offer:
Medical with prescription coverage, Dental, and Vision.
401k employer contribution & matching program.
Paid time off and paid holidays (including your birthday!).
Paid community volunteer hours.
Wellbeing spending account.
Various discounts on credit union products and services for team members & their families.
Additional perks included.
ADDITIONAL REQUIREMENTS: This position is subject to SAFE Act Registration Requirements. Pursuant to the SAFE Act requirements, all loanofficers engaged in residential loan mortgage originations (as defined by the SAFE Act) must register with the federal registry system and maintain a status in good standing under the SAFE Act requirements. If at any time the credit union determines that your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to register successfully or to maintain a status in good standing under the SAFE Act will affect your eligibility for continued employment and may result in your immediate termination.
Apply for this Position
$36k-50k yearly est. 3d ago
Mortgage Loan Officer
Farmers National Bank of Canfield 4.7
Commercial loan officer job in Dublin, OH
SUMMARY: The primary purpose of this role is to source, qualify and originate 1-4 family, mortgage loans. While conducting this work the Loan Consultant will also be required to discover and refer cross-selling opportunities as necessary to partner divisions within the Bank (Trust, Insurance, etc.). Loan Consultants will also be responsible for coaching and training retail branch staff regarding mortgage loan products, referral cues and referral processes.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Source, qualify and originate 1-4 family mortgage loans
Recognize and execute qualified cross-sell opportunities for other divisions such as Farmers Trust, Farmers Insurance, Commercial Lending and Private Client Services
Support and partner with assigned retail branch teams to assist clients and generate new mortgage opportunities
Develop and maintain profitable Centers Of Influence to help generate new business leads
Develop and maintain relationships within the real estate community
Collect, process and complete appropriate mortgage paperwork such as mortgage applications, tax statements, income data, etc.
Create and track various production and call reports on a monthly/quarterly/annual basis
Travel to multiple retail banking offices and client homes/offices on a daily basis
Generate new business leads through personal referrals and other centers of influence
Provide superior client service through meticulous attention to detail and to the client needs/wants
Ensure compliance with all government and regulatory requirements
Interview applicants and request specified information for loan application
Analyze applicant's financial status, credit, and property evaluation to determine feasibility of granting loan
Correspond with applicant or creditors to resolve questions regarding application information
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Complete other duties as assigned
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
High School Diploma or G.E.D. required, Associate's Degree in business (real estate preferred)
Must be eligible for NMLS licensing or be currently licensed and in good standing
Minimum of 1 year experience in mortgage lending and/or processing
Thorough knowledge of Freddie Mac (FHLMC) and Fannie Mae (FNMA)
FHA/VA knowledge required
Proven understanding of mortgage terminology, documentation, and regulations
Proven organizational skills
Strong computer skills (Excel, Word)
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Licenses & CertificationsNMLS (preferred)
Skills
Mortgage Lending (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$35k-46k yearly est. 3d ago
Mortgage Loan Originator
Capital Bank Md 4.3
Remote commercial loan officer job
About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Capital Bank Home Loans, a division of Capital Bank N.A., is a premier nationwide mortgage lender. We deliver over $1BLN in new mortgage originations annually with a 50 state platform, in house underwriting and closing, and excellent pricing and products. We invested in digitizing our online mortgage application process to help expedite home buying or refinancing for our customers.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker. Many top ranked mortgage lenders have joined Capital Bank Home Loans and we are looking to grow the business further by bringing in branches or independent originators.
Position Purpose
We are currently hiring experienced Mortgage Loan Originators (MLO) or Teams who proactively identify, develop and maintain a quality network of external relationships and COI's that serve as a source of referrals for new mortgage lending opportunities. The Mortgage Loan Originator performs a wide range of duties related to the origination of residential mortgage loans while providing excellent customer service and effectively managing the pipeline.
Position Responsibilities
Market residential mortgage loan products to real estate agents, prospective homebuyers and/or builder sales representative.
Spend 25% or more of the workday conducting marketing activities and closing business outside of the work-site (including home office).
Originate loan applications ensuring correct pricing, fulfillment of investor guidelines, compliance with federal and state banking credit, and non-discrimination regulations.
Assist the processor in securing needed documentation as required for loan approval.
Constantly review investor guidelines, in order to remain current with agency (FNMA, FHLMC, GNMA, MHF) and individual investor guidelines.
Maintain high levels of customer service while managing each applicant's and support staffs expectations.
Minimum Education & Experience
A minimum of 3 years' work experience originating residential mortgages.
Experience in originating loans for sale to FNMA, FHLMC, GNMA and/or CDA preferred.
Experience using a mortgage loan management system is required; Encompass experience highly preferred.
Technical Knowledge and Skills
Strong interpersonal, communication and customer service skills.
Proficient in Microsoft Office Suite including Word, Excel, PowerPoint, and Outlook.
Working Arrangements
100% remote role
We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC).
Compensation
This is a 100% commission-based role.
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, and Equal Opportunity Employer.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$35k-48k yearly est. 3d ago
Mortgage Loan Sales
First National Bank of Pennsylvania 3.7
Commercial loan officer job in Columbus, OH
Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future.
Mortgage Banking Consultant
Business Unit: Mortgage Administration
Reports to: Varies based on assignment
Position Overview:
This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals.
Primary Responsibilities:
Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals.
Counsels customers on lending options and solutions to meet their needs.
Supports and facilitates key banking partnerships.
Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations.
Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed.
Performs other related duties and projects as assigned.
All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.
F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.
Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:
High School or GED
Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:
3
Skills Required to Perform the Primary Responsibilities of this Position:
Excellent customer service skills
Excellent communication skills, both written and verbal
Excellent organizational, analytical and interpersonal skills
Ability to use general office equipment
Ability to use a personal computer and job-related software
MS Word - Basic Level
MS Excel - Basic Level
MS PowerPoint - Basic Level
BS or BA degree preferred.
Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis.
Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:
N/A
Physical Requirements or Work Conditions Beyond Traditional Office Work:
N/A
Equal Employment Opportunity (EEO):
It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
$38k-52k yearly est. 3d ago
Retail Banking Officer - Springfield - Springfield, OH
Wesbanco Bank Inc. 4.3
Commercial loan officer job in Springfield, OH
Back 33d Retail Banking Officer - Springfield #32-8617 Springfield, Ohio, United States Apply X Facebook LinkedIn Email Copy Location
This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Springfield OH.
Market Cincinnati Work Hours per Week 37.5 Requirements
High school diploma required.
Banking, cash handling, sales, and customer service experience required.
Supervisory or leadership skills required.
Job Description
SUMMARY:
Promotes a positive work environment that inspires, motivates, challenges, supports and provides ongoing recognition for exceptional performance. Provides leadership to the banking center for daily sales, service and operations. Retail Banking Officers are charged with ensuring the proper training and development of the staff, providing excellent customer service while identifying sales opportunities and performing account transactions. The Retail Banking Officer leads the consistent delivery of excellent customer service to all banking center customers, including the relationship building efforts for existing and prospective consumer and business customers. The Retail Banking Officer focuses primarily on the daily sales initiatives and assumes a proactive role in customer interaction and service to include meeting with customers to discuss their specific banking needs in person and via phone. The Retail Banking Officer is also expected to actively initiate outbound telephone calls focused on proper customer onboarding efforts, prospecting of new Retail customers and consistent promoting of new and existing Retail banking relationships. The Retail Banking Officer will assist the Banking Center Manager in targeted outside sales activities and participate in community service opportunities in the specific community or market.
From an operational standpoint, the Retail Banking Officer is responsible to comply with all established Bank policies, procedures, and security measures. Responsibilities may include assisting in supervising, operating as a teller, and/or providing necessary additional support of the banking center's sales and operational objectives as assigned.
ESSENTIAL FUNCTIONS:
Excellent Customer Service
Provides leadership to the banking center for daily sales, service and operations
Assists with coaching, training and developing the staff
Relationship building
Successfully promotes Bank's products and services
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Personally models the standards of the Bank's Mission, Vision, and Pledge.
Required to effectively assess the financial needs of Banking Center clients and make an appropriate recommendation to fulfill the needs of the client.
Consistently meets and exceeds defined sales goals for loans, deposits, partner referrals and profitability.
Promotes the sales culture within the banking center through their sales-related activities demonstrating their ability to promote the Bank's products and services in order to reach individual and team sales goals.
Promotes the sales culture within the banking center by demonstrating strong ability to sell and successfully promotes the Bank's products and services in order to reach individual and team sales goals.
Communicates and partners effectively with branch staff and peers to promote team environment to ensure goals are met and informally coaches others for positive results.
Educates bank team on uncovering opportunities to help advance financial wellness of customers.
Sets priorities and follows through on the implementation of the defined sales and service activities.
Encouraged to actively participate in various community activities (Boards, Executive Committees, Advisory roles, etc).
Responsible for providing input into evaluating performance, coaching and training employees. May assist with interviewing.
Supports proper functioning of all day-to-day operations including, but not limited to: customer service, open and close procedures, support of daily vault duties, comply with the control of cash levels, and adhere to the adequate supply of inventory, audit and compliance requirements.
Actively participates in regular sales and staff meetings. Leads meetings as assigned.
Provides service to customers and prospective customers on various banking matters including the explanation of products being offered and professional resolution of problems/issues.
Builds successful working relationships with internal business partners seeking constructive peer feedback when appropriate.
Demonstrates sound judgment and decision making and by following established guidelines and procedures while utilizing appropriate resources for assistance when needed.
Maintains prescribed security controls to protect self and the banking center against criminal and fraudulent operations and unnecessary risks or exposures.
Maintains a position of trust and responsibility by keeping all sensitive information and customer business confidential and in a secured location.
Must have the working knowledge of all roles within a retail Banking Center.
Contribute in a team environment to service customer needs by answering incoming telephone calls and any additional duties assigned to support the success of the Banking Center.
Other duties as assigned.
OTHER SKILLS AND REQUIREMENTS:
Must be able to foster the partnerships that includes the banking center staff as well as employees from other lines of business.
Responsible for assisting with evaluating performance, rewarding and disciplining employees, addressing complaints and resolving problems.
Responsibilities include assisting with pro-active recruiting, interviewing, and assisting with hiring, coaching and training employees.
Other responsibilities may involve planning, assigning and directing work.
Ability to successfully promote, generate and deepen all financial relationships through outbound calling, internal business development and building a loyal customer base.
Strong consumer lending skills are preferred with a solid understanding of consumer lending products.
Must possess the ability to effectively interact and build positive customer relationships and be able to clearly express concepts, ideas, and product information verbally and in writing.
Must have strong product knowledge for the level of selling and cross selling performance expected with position. Must have excellent organizational skills and the ability to multi-task and to be flexible.
Proficient in Microsoft Outlook 365. Proficient computer skills are required and the ability to learn various Banking Software programs.
Sound mathematical and analytical skills preferred.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
The Retail Banking Officer is required to have a Nationwide Mortgage Licensing System (NMLS) registration within thirty days of hire.
Must be available to work all hours of operations.
Full-Time/Part-Time Full-time Area of Interest Retail Services All Locations Springfield, Ohio, United States
$57k-83k yearly est. 3d ago
Mortgage Loan Officer I/II
Navy Federal Credit Union 4.7
Commercial loan officer job in Dublin, OH
To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence.
Responsibilities
Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit)
Determine and advise members on approved loan conditions and documentation requirements
Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc.)
Maintain contact with the member, Realtor and/or seller during the entire loan process
Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations
Remain available to members and/or their real estate agents during scheduled evening hours after assigned work days and during scheduled hours on assigned days off (e.g. weekends)
Request and obtain documentation needed and forward to Mortgage Processor
Respond to inquiries about mortgage applications, processing status, problems and concerns
Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
Take first mortgage loan applications via face-to-face interview, mail and telephone
Resolve or arrange for resolution of operational/processing issues, inquiries and complaints
Respond to inquiries and resolve any issues concerning the processing of applications
Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required
Perform other duties as assigned
Qualifications
Ability to work effectively and efficiently with automated systems
Familiarity with accounting, credit, and/or lending principles and techniques
Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution
Exposure to lending application and approval process
Familiarity with mortgage lending concepts and principles
Familiarity with banking/financial industry standards and practices
Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
Effective database and presentation software skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty
Effective skill in comprehending, analyzing, applying and communicating complex written legal documents
Effective skill speaking and/or presenting in front of groups in a professional setting
Effective word processing and spreadsheet software skills
Desired Qualification(s)
Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs
Hours: Monday - Friday, 8:30AM - 5:00PM
Locations: 5455 Rings Road Dublin, Oh 43017
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
Fortune
and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$43k-57k yearly est. 3d ago
Signing Bonus* - Mortgage Loan Originator
First Mutual Holding Company
Commercial loan officer job in Dublin, OH
The Mortgage Loan Originator originates first mortgage loans and home improvement loans for consumers.
Requirements
Duties and Responsibilities:Originates one-to-four family residential loans by talking with customers and by contacting realtors, builders, etc.; engages in sales efforts at the customer's home or place of business and away from the bank's place of business or any office maintained for loan production business purposes.Responds to customer/contact inquiries regarding the association's loan products and customer's applications.Keeps up-to-date on government regulations and the association's policies and procedures regarding lending; participates in quarterly compliance training on banking regulations for industry.Promotes the association's Community Reinvestment Act loan program to real estate agents in low-to-moderate income neighborhoods.Projects a positive image of the association and make sales contacts by participating in community activities, organizations, and business-related functions.Cross-sells and keeps up-to-date on the association's entire product line including both lending and savings products.Knows, understands, and complies with current fair lending laws and bank policies and procedures; addresses same at all times.Manages service providers and vendors effectively; structures relationships with service providers in a strategic manner; sets expectations; develops performance metrics; measures vendor performance, provides feedback and holds accountable.Other duties as required.Necessary competencies:AdaptabilityCommunication skills Customer service Interpersonal skills Job knowledge JudgmentLeadershipPlanning and organization Staff development Technical ExpertiseExperience in sales is required.Experience in customer service is required.Experience in mortgage lending along with lending laws, regulations, & guidelines is preferred.Experience in commissioned sales is preferred.Experience in financial services or banking is preferred.Proficiency in MS Office [Outlook, Excel, Word] or similar software is required. Encompass, Cleartouch, OnBase, various government and investor software/web portals is preferred. CRM software is preferred.Education and ExperienceEducation: High School Diploma or equivalent is required; Bachelor's degree is preferred.Certification: NMLS is/will be required.Years of experience: 3 to 5 years is required.Physical EnvironmentWhile performing the duties of this job, the employee is regularly required to lift, walk, stand, sit, bend, reach with hands and arms, climb, push/pull, use hands, and see, hear and speak.The employee must occasionally lift and/or move up to 25 pounds.The noise level in the work environment is usually quiet to moderate.This position is customarily and regularly performed outside of an office setting and hours of work are not structured.We are an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. *Must have an accepted offer to be eligible for the bonus and cannot currently be employed by First Federal Lakewood or have been employed by First Federal Lakewood in the past 60 days. Subject to change without notice. This job description is designed to provide a general overview of the requirements of the job and does not entail a comprehensive listing of all activities, duties, or responsibilities that will be required in this position.
$35k-57k yearly est. 3d ago
Chase Auto Commercial Banker - Virginia
JPMC
Remote commercial loan officer job
Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
Job responsibilities
Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
Manage the profitability and performance of assigned portfolio.
Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
Analyze and document the effectiveness of sales performance and results as related to KPMs.
Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
Adhere to the firm's Code of Conduct and controls/compliance.
Required qualifications, capabilities and skills
Bachelor's degree
10+ years of experience in commercial banking or business banking.
Strong knowledge and understanding of Deposits and Treasury products and solutions.
Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
Knowledge of accounting principles and financial statement analysis
Strategic thinker who supports the goals and direction of the firm
Ability to partner across lines of businesses and leverage internal resources.
Strong knowledge of regulatory and control framework
Preferred qualifications, capabilities and skills
MBA
Knowledge of consumer lending
Formal credit training
Automotive industry
THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
$54k-85k yearly est. Auto-Apply 14d ago
Commercial Enablement Specialist
Virginpulse 4.1
Remote commercial loan officer job
Who We Are
Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we're shaping a healthier, more engaged future.
Responsibilities
What makes this role different
โThis position plays an essential role within the Commercial Enablement (CE) team by bringing strategic insight and innovative ideas to our onboarding and ongoing training processes. Responsibilities include designing and delivering curated new hire onboarding experiences across the commercial organization as well as encouraging the adoption and effective use of tools and technology. The main duties of the CE Specialist are:
What You'll Actually Do
Key Responsibilities
Enhance onboarding with role-based learning, skills assessments, and certification programs.
Collaborate with managers to set onboarding success criteria and performance standards.
Set onboarding metrics (30, 60, 90, 180 days) to measure effectiveness and ramp-up speed.
Manage monthly reporting on commercial technology usage across users.
Monitor adoption trends and link tool use to pipeline, productivity, and growth.
Assess ROI of technology investments and provide insights for optimization.
Maintain quarterly scorecards showing:
Enablement program impact
Technology usage and effectiveness
Influence on pipeline and commercial growth
Track onboarding completion, certification results, and time-to-productivity metrics
Identify gaps in onboarding content, tool use, or user behavior and suggest improvements.
Drive continuous improvement with data-driven insights and stakeholder feedback.
Document processes, metric definitions, and reporting standards for consistency and scalability.
Build and maintain dashboards, reports, and scorecards from commercial tech systems.
Gather, validate, and combine data from platforms such as CRM, enablement tools, and learning systems.
Create leadership-ready presentations that summarize trends, insights, and recommendations.
Qualifications
What You Bring to Our Mission
Education and Experience
Bachelor's degree in Business, Operations, Analytics, Finance, Marketing, Information Systems, or a related field, or equivalent relevant experience
3-6 years in Commercial/Revenue/Sales Enablement, Business Operations, or Analytics
Experience with onboarding and training programs in commercial or go-to-market environments preferred
Demonstrated ability to develop performance metrics, dashboards, and scorecards for leadership reporting
Proven experience analyzing adoption and utilization of enterprise technology platforms (CRM, enablement, learning, or sales tools)
Experience collaborating across sales, marketing, operations, and technology teams is preferred
Knowledge, skills and abilities
Understanding of onboarding, enablement, and continuous learning best practices.
Strong project management and organizational abilities and can handle multiple initiatives.
Excellent written and verbal communication; translate data into actionable insights.
Attention to detail with focus on accuracy and data integrity.
Strategic thinker with tactical execution in a fast-paced environment.
Able to synthesize information from various sources into cohesive insights.
Skilled at identifying inefficiencies and recommending data-driven improvements.
Works independently and collaboratively within teams.
Strong analytical skills; able to interpret complex data and spot trends.
Presents complex information clearly to leadership audiences.
Adapts quickly to changing priorities, tools, and business needs.
Preferred: knowledge of commercial functions (sales, account management, customer success, marketing).
Preferred: Familiarity with commercial tech tools (CRM, enablement, LMS, analytics).
Preferred: Able to build clear dashboards and executive scorecards.
Why You'll Love It Here
We believe in total rewards that actually matter-not just competitive packages, but benefits that support how you want to live and work.
Your wellbeing comes first:
Comprehensive medical and dental coverage through our own health solutions (yes, we use what we build!)
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Financial security that makes sense:
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Growth without limits:
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
A culture that energizes:
People Matter: Inclusive community where every voice matters and diverse perspectives drive innovation
One Team One Dream: Collaborative environment where we celebrate wins together and support each other through challenges
We Deliver: Mission-driven work that creates real impact on people's health and wellbeing, with clear accountability for results
Grow Forward: Continuous learning mindset with team events, recognition programs, and celebrations that make work genuinely enjoyable
The practical stuff:
Competitive base salary that rewards your success
Unlimited PTO policy because rest and recharge time is non-negotiable
Benefits effective day one-because you shouldn't have to wait to be taken care of
Ready to create a healthier world while building the career you want? We're ready for you.
No candidate will meet every single qualification listed. If your experience looks different but you think you can bring value to this role, we'd love to learn more about you.
Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.
In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $75,000 to $90,000. Note that compensation may vary based on location, skills, and experience. This position is eligible for medical, dental, vision, and other benefits.
We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders: employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.
#WeAreHiring #PersonifyHealth
Beware of Hiring Scams: Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to **************************. All of our legitimate openings can be found on the Personify Health Career Site.
$75k-90k yearly Auto-Apply 13d ago
Jr. Loan Officer
Crosscountry Mortgage 4.1
Remote commercial loan officer job
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Jr. LoanOfficer is responsible for converting inbound premium leads into loans by promoting CrossCountry Mortgage's competitive mortgage products, services, and programs. This position consults with customers about their current and future needs to help achieve financing needs, collects and reviews all needed supporting loan documentation, and maintains minimum standards for production and quality.
Job Responsibilities:
Establish a presence for CCM, including but not limited to, converting incoming leads.
Analyze current rates and programs to provide accurate and timely information to borrowers.
Negotiate terms and conditions with borrowers.
Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications by phone.
Manage personal pipeline to ensure service standards and financial goals are met.
Learn various borrowing programs and processes and stay current with changes and new products.
Learn and utilize various in-house technical systems and programs.
Evaluate credit requests and determine trends in a given marketplace.
Comply with all applicable federal and state compliance guidelines relative to the position.
Qualifications and Skills:
Minimum of 2 years of sales experience or origination experience in a consumer direct or call center environment.
Experience collecting and analyzing borrower income and negotiating skills.
Experience proactively soliciting new business.
Knowledge of retail product philosophy, policy, underwriting, procedures, documentation and systems.
Experience converting leads and in-bound calls, preferred.
NMLS License under the terms of the S.A.F.E. Act of 2008 (โSAFE Actโ) *.
State License under the terms of the SAFE Act*.
Excellent analytical skills.
Excellent communication and collaboration skills.
Proficiency in standardized software applications, including Microsoft Office Suite (i.e. Word, Excel, PowerPoint and Outlook)
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
This position is compensated through commission earnings.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (โProtected Characteristicsโ). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$40k-56k yearly est. Auto-Apply 42d ago
Commercial Coating Specialist
Martin Painting
Commercial loan officer job in Grove City, OH
Job Description
We are hiring a Commercial Coating Specialist to support interior and exterior coating projects for businesses, offices, manufacturing facilities, and more. Ideal candidates are detail-driven and comfortable working in fast-paced environments.
Responsibilities:
Apply a variety of commercial-grade paints and coatings.
Work from ladders, lifts, and scaffolding when needed.
Ensure surfaces meet the required finish level.
Communicate with supervisors to ensure project timelines are met.
Comply with all safety standards.
Qualifications:
Previous commercial painting or coating experience.
Knowledge of coating systems and prep techniques.
Ability to lift 50+ lbs and stand for extended periods.
Team-oriented with a positive attitude.
$43k-76k yearly est. 11d ago
Junior Loan Officer
Go Mortgage
Commercial loan officer job in Columbus, OH
FLSA Status: Non - Exempt
Employment Type: Regular Corp.
FT/PT Status: Full-Time
About Us: Go Mortgage is a nationally licensed, independent mortgage banking company operating in 46 states. We specialize in purchase, refinance, and construction loans and are committed to providing exceptional service to our clients through innovation, technology, and human connection.
We are seeking a dynamic, motivated Client Service Representative (CSR) to join our growing team. The ideal candidate will provide critical front-line support for our loanofficers by managing inbound and outbound client communications, qualifying new leads, nurturing existing prospects, and ensuring a seamless customer experience throughout the mortgage application process. Key Responsibilities:
Outbound Sales Engagement:
Make 100+ outbound sales calls per day to prospective borrowers who have submitted online lead forms.
Re-engage past leads and follow up with aged or inactive contacts to uncover renewed interest.
Schedule appointments and live transfers to licensed loanofficers when applicable.
Inbound Sales Support:
Handle overflow inbound calls from prospective clients responding to direct mail or digital marketing campaigns.
Answer client questions about mortgage products (purchase, refinance, and construction) and direct them appropriately in the sales funnel.
Lead & CRM Management:
Input and update lead data and borrower information into the CRM system in real time.
Collect missing borrower information necessary for a complete mortgage application (e.g., income, employment, credit details).
Qualify or disqualify prospects based on initial screening criteria.
Organize and schedule follow-up tasks and callbacks for seasoned loanofficers.
Application & Pipeline Support (LoanOfficer Assistant Duties):
Assist loanofficers with documentation requests, file preparation, and applicant follow-ups.
Monitor application pipeline and ensure timely client communications during pre-approval and processing phases.
Serve as a liaison between borrowers and loanofficers to support a smooth and efficient loan experience.
Assist in meeting deadlines for application submissions and disclosures.
Client Experience:
Deliver an excellent first impression and build rapport with clients during initial interactions.
Serve as a consistent point of contact during the early stages of the loan process.
Uphold professionalism and empathy during all client communications.
Why Join Go Mortgage?
As a Client Service Representative at Go Mortgage, you'll help shape the future of home lending while building meaningful connections with borrowers across the country. This role is a launchpad to becoming a successful Mortgage LoanOfficer. You'll gain firsthand exposure to every stage of the mortgage process while working in a supportive, energetic, learning and coaching environment where your drive and ambition are recognized and rewarded.
$30k-40k yearly est. Auto-Apply 60d+ ago
Commercial Specialist
Description Autozone
Remote commercial loan officer job
As a Commercial Specialist, you'll be a key player in AutoZone's commercial sales and service operations. You'll drive WOW! customer service, increase commercial sales, and ensure smooth order fulfillment and delivery. This role combines customer service, sales support, and logistics coordination, with opportunities to lead and grow within the department. What We Are Looking For
Strong customer service and communication skills.
Ability to manage multiple tasks in a fast-paced environment.
Familiarity with billing, inventory, and delivery processes.
Commitment to safety and compliance with company procedures.
Valid driver's license and a clean driving record.
You'll Go the Extra Mile If You Have
Previous experience in commercial sales or automotive retail.
Knowledge of AutoZone systems and procedures.
Experience managing or supporting a team.
Strong organizational and problem-solving skills.
Exceptional Communication: Strong people skills and effective communication in both Spanish and English.
Assist commercial customers with product selection and order management.
Maintain accurate billing records and ensure on-time deliveries.
Conduct account visits to build relationships and ensure service quality.
Generate new business through outbound calls and in-person outreach.
Follow cash handling procedures, including deposits and collections.
Document and inspect all deliveries for accuracy and condition.
Monitor and report on vehicle maintenance and safety.
Manage battery consignment inventory and perform weekly stock checks.
Handle returns and accident procedures according to company policy.
Lead the commercial department in the absence of the Commercial Sales Manager.
Promote a safe and compliant work environment for all team members.
$41k-74k yearly est. Auto-Apply 8d ago
Lead Commercial Valuations Specialist
Wells Fargo Bank 4.6
Remote commercial loan officer job
About this role:
Wells Fargo is seeking a Lead Commercial Valuations Specialist to join their team. The role involves reviewing valuation assignments of complex commercial properties throughout the U.S. to ensure accuracy and compliance with industry standards and regulatory requirements. Responsibilities include preparing complex valuation reports, collaborating with peers and managers, working independently, and managing business relationships. The ideal candidate should excel at working independently, meeting production goals, and maintaining high-quality standards.
In this role, you will:
Review complex valuation reports to ensure appropriate content and compliance with federal, regulatory, and bank policy. These tasks may include quality oversight, technical desk reviews, and/or post funding review.
Interact, collaborate, and consult with service providers, commercial valuations peers, colleagues, and middle to senior level managers to resolve issues, achieve goals, and to clarify quality concerns or non-compliance identified during the review process.
Work independently with minimal amount of supervision and lead commercial valuations projects or serve as a peer mentor.
Meet production goals as well as service and high quality standards.
Perform management function including the management of business relationships involving internal partners and outside professionals within the context of specific assignments.
Integrate use of various appraisal related technologies throughout the appraisal review process.
Required Qualifications:
5+ years of Commercial Valuations experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:ยท
Property-type expertise in the following; Lodging/Hospitality, Large Retail, Senior Housing, Golf Courses, and Low Income Housing Tax Credits.
Experience both as a fee appraiser and financial institution (or similar) reviewer
Excellent, clear and concise written and oral communication skills
Advanced technical skills with appraisal related tools including Argus Enterprise, Microsoft Office, and Collateral 360 preferred
Outstanding organization, analytical and problem-solving skills with high attention to detail and accuracy
Ability to take initiative, meet deadlines and work independently with minimal supervision in a structured environment
Interact with integrity and a high level of professionalism with all levels of team members and management
Professional Valuation designation
Job Expectations:
Applicant must have an active State Appraisal Certificate
Access to reliable transportation and a valid, state issued driver's license
Ability to work remote including reliable internet service
100% remote Location can be across the United States
This position is not eligible for Visa sponsorship
Ability to travel up to 10% of the time
Posting End Date:
21 Jan 2026
*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$36k-54k yearly est. 4d ago
Chase Auto Commercial Banker - Virginia
Jpmorgan Chase & Co 4.8
Remote commercial loan officer job
JobID: 210684481 JobSchedule: Full time JobShift: : Chase Auto is a leading provider of auto financing with a portfolio of more than $80 billion in assets and relationships with 75% of U.S. franchised automotive dealers. The business is part of the JPMorgan Chase franchise and serves auto dealers, consumers, and vehicle manufacturers. It offers a range of products and services to meet the financial needs of its clients from retail lending, captive financing, and floorplan products to cash management, private banking, and payment processing.
As a Banker III in Chase Auto/Dealer Commercial Services (DCS) , you will be managing an existing loan and deposit portfolio of automotive dealerships. You will build and maintain relationships with dealership key decision makers, dealer groups, manufacturer partners, and existing clients.
Job responsibilities
* Execute the strategies and the business priorities of the Region to grow the business and support current initiatives.
* Prospect and grow commercial product offerings, with emphasis on deposit growth, and leverage the existing DCS relationships to grow retail business.
* Support Private Label and original equipment manufacturer (OEM) floor plan rooftop goals.
* Manage the profitability and performance of assigned portfolio.
* Partner effectively with Merchant Services, Investment Bank, Credit Card, Private Bank and Consumer Bank to deliver firmwide value to our clients.
* Analyze and document the effectiveness of sales performance and results as related to KPMs.
* Serve as a subject matter expert for the regional sales team; provide mentoring, leadership, and training as needed.
* Adhere to the firm's Code of Conduct and controls/compliance.
Required qualifications, capabilities and skills
* Bachelor's degree
* 10+ years of experience in commercial banking or business banking.
* Strong knowledge and understanding of Deposits and Treasury products and solutions.
* Experience in asset-based lending, floorplan financing, commercial real estate, and acquisition financing.
* Minimum ten years proven relationship building and influencing skills, with the ability to establish credibility and strong client relationships, as well as partnerships with senior business and control partners.
* Knowledge of accounting principles and financial statement analysis
* Strategic thinker who supports the goals and direction of the firm
* Ability to partner across lines of businesses and leverage internal resources.
* Strong knowledge of regulatory and control framework
Preferred qualifications, capabilities and skills
* MBA
* Knowledge of consumer lending
* Formal credit training
* Automotive industry
THIS IS A WORK FROM HOME POSITION BUT WILL BE COVERING THE VIRGINIA MARKET. TRAVEL WILL BE 50-60%.
$52k-82k yearly est. Auto-Apply 60d+ ago
Sr. ACS Bid Commercial Specialist
GE Vernova
Remote commercial loan officer job
The Senior Bid/Commercial Manager - AC Substation (ACS) Projects will be responsible for leading Pre sales and tendering process and providing high quality Grid Solutions projects proposals to our Customers in Canada and the United Sates. In this role, you will be responsible for the overall proposal generation, development and associated risk review process, per Grid Solutions Deal Risk Management process (Policy 5.0), with accountability for submitting proposals on time and per customer requirement and meeting quality, process compliance and business objectives.
Job Description
Roles Responsibilities:
* Be responsible for the development of complete proposals of High Voltage Substations and Transmission systems, working in close cooperation with the Commercial Ops, sales, the execution team, sourcing, legal and other functions
* Interface with internal and external customers, identify customer needs.
* Ensure proper engagement with customer throughout the tendering phase, respond to customers clarifications timely.
* Engage with other functions during tendering phase to develop scope, project plans, schedule and risk management.
* Ensure the commercial and technical aspects of the proposal are complete and compliant with the Customer requirements, and present the most competitive solutions
* Work closely with the Region Sales teams as a key partner in the strategy development to create winning proposals and meeting or exceeding the region's orders plan
* Support Market Level Pricing Indicators, target pricing and Pricing Strategy
* Support the AC Substation Product Line strategy in meeting segment orders operating plan, Sales, margin and hit rate
* Complete risk assessment, submission, deal clarification/negotiation & hand-over to the execution team.
* Be responsible for the execution of the Commercial Risk Review Process including deal reviews and approvals, in compliance with Grid Solutions Policy 5.0
* Work closely with Commercial Operations, Legal and Lead contract Terms & Conditions negotiations, - Ensure process adherence to all Government contracting requirements
* Opportunities pipeline governance, ensure opportunities forecasts is accurately reflected in sales force system.
* Support the proposal process improvement and proposal quality metrics
* Drive the OTR turnover process to ensure proper control of contract flow-down requirements
Required Qualifications:
* Bachelor's degree in an Engineering (electrical or mechanical) discipline from an accredited university or college
* 7 years of experience in commercial and project management or similar role
* Knowledge of AC substations, Electrical Transmission and Distribution systems applied to Data Centers, Oil & Gas, renewables, industrial and utilities segments
* Minimum 5 years of leadership experience
Desired Characteristics:
* Ability to influence and lead cross functional teams
* Strong oral and written communication and presentation skills
* Self-sufficiency and strong at proactive problem solving
* Entrepreneurial change agent, driven by customer needs
* Strong interpersonal and leadership skills
#LI-AP3
Additional Information
GE Vernova offers a great work environment, professional development, challenging careers, and competitive compensation. GE Vernova is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, sexual orientation, gender identity or expression, age, disability, protected veteran status or other characteristics protected by law.
GE Vernova will only employ those who are legally authorized to work in the United States for this opening. Any offer of employment is conditioned upon the successful completion of a drug screen (as applicable).
Relocation Assistance Provided: No
#LI-Remote - This is a remote position
Application Deadline: January 30, 2026
For candidates applying to a U.S. based position, the pay range for this position is between $119,500.00 and $199,100.00. The Company pays a geographic differential of 110%, 120% or 130% of salary in certain areas. The specific pay offered may be influenced by a variety of factors, including the candidate's experience, education, and skill set.
Bonus eligibility: discretionary annual bonus.
This posting is expected to remain open for at least seven days after it was posted on December 18, 2025.
Available benefits include medical, dental, vision, and prescription drug coverage; access to Health Coach from GE Vernova, a 24/7 nurse-based resource; and access to the Employee Assistance Program, providing 24/7 confidential assessment, counseling and referral services. Retirement benefits include the GE Vernova Retirement Savings Plan, a tax-advantaged 401(k) savings opportunity with company matching contributions and company retirement contributions, as well as access to Fidelity resources and financial planning consultants. Other benefits include tuition assistance, adoption assistance, paid parental leave, disability benefits, life insurance, 12 paid holidays, and permissive time off.
GE Vernova Inc. or its affiliates (collectively or individually, "GE Vernova") sponsor certain employee benefit plans or programs GE Vernova reserves the right to terminate, amend, suspend, replace, or modify its benefit plans and programs at any time and for any reason, in its sole discretion. No individual has a vested right to any benefit under a GE Vernova welfare benefit plan or program. This document does not create a contract of employment with any individual.
Job Description
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.
Primary Responsibilities
Collaborate with colleagues to facilitate the movement of business to partner carriers
Run reports with specific parameters
Review existing books of business for purpose of consolidation
Regular discussion with partner carriers
Responsible for independently managing assigned projects with partner carriers
Distribute carrier quotes to servicers
Regular follow ups/communication with servicers on bind status
Negotiate coverage/premium on quotes with carriers
Bind business including processing payments
Tracking results of business movement
Managing and meeting monthly production goals
Qualifications
Property & Casualty, Commercial Lines licensed at least 5 years
Strong knowledge in commercial lines servicing experience including remarketing and new business placement.
Expertise in Middle Market Accounts, Specialty P&C Market Segments including Surplus Lines
Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within spreadsheets. Must be proficient in Excel, Word, and other MS Office products
Applied/Epic or similar agency management software experience, preferred.
Strong organizational skills, ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy and attention to detail.
Maintain effective relationships with co-workers, and trading partners.
Ability to work in a team environment
Able to work independently and enjoy a high degree of interaction with team members.
Self-motivated and driven.
Maintain a sense of urgency and ability to work with and meet deadlines.
Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance.
The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information.
Ability to maintain a professional demeanor and positive attitude
Compensation
This position is located in New Jersey.. The base salary for this position at the time of this posting may range from $75,000 to $80,000. Individual compensation varies based on job-related factors, including business needs, experience, level of responsibility, and qualifications. We offer a competitive benefits package and variable pay programs, please visit ************************************** for more details.
Equal Employment Opportunity
At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
Compensation
This is a remote position with a competitive benefits package. The base salary ranges from $75,000 to $80,000, with bonus eligibility. Actual compensation will depend on experience, qualifications, and business needs. Learn more about our careers at: **************************************.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:
World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.
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