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Commercial mortgage broker full time jobs

- 37 jobs
  • CBRE Broker Program (2025)

    CBRE 4.5company rating

    Columbus, OH

    Job ID 215557 Posted 10-Apr-2025 Role type Full-time Areas of Interest Sales/Brokerage CBRE is using this platform to provide general information to individuals who want to learn more about a career at CBRE. If an opportunity opens that matches your qualifications, we will reach out to you at that time. We are growing a world-class organization with a world-class team and appreciate your interest in CBRE. We welcome you to explore our Careers (**************************************** page and apply directly to any positions that interest you. We will not consider the submission of resumes on this platform as an expression of interest in any posted position at CBRE. **Associate Broker** About the Role As a CBRE SP - Associate Broker, you will support business development, market commercial properties, and assist in negotiating lease, purchase, or sale transactions on behalf of clients. What You'll Do + Prospect and build client relationships to generate new business + Advise clients on leasing availability, market conditions, and property values + Tour properties with clients and discuss leasing terms and features + Prepare property data, reports, and market comparisons + Draft and review RFPs, offers, term sheets, and lease amendments + Coordinate transaction documents and assist with contracts and negotiations + Apply standard industry practices while developing your expertise + Collaborate effectively and uphold CBRE's RISE values **Senior Associate** About the Role As a CBRE SP - Senior Associate, you'll focus on driving business growth, marketing commercial properties, and leading lease, purchase, or sale negotiations across office, retail, and other commercial sectors. What You'll Do + Drive new business through prospecting, networking, and client expansion + Advise clients on property values, leasing opportunities, and market trends + Conduct property tours and communicate leasing terms and benefits + Compile and analyze property data, tenant surveys, and market reports + Prepare and review RFPs, offers, lease amendments, and financial comparisons + Coordinate transaction documentation and support legal due diligence + Follow best practices while deepening market expertise + Model CBRE RISE values and support team success + Communicate clearly with internal and external stakeholders **Vice President** About the Role As a Vice President Broker at CBRE, you'll lead high-level business development and oversee the sale, leasing, and strategic marketing of commercial properties. Titles such as Vice President and above are awarded based on production achievements. What You'll Do + Lead business generation through advanced networking and relationship management + Provide strategic advisory to landlords and tenants on leasing, sales, and market positioning + Tour properties with clients and guide lease or sale negotiations + Analyze and present detailed market reports, comps, and transaction summaries + Prepare and evaluate RFPs, offers, lease amendments, and financial models + Manage transaction documentation, contracts, and compliance + Partner with legal teams to facilitate negotiations and due diligence + Stay ahead of market trends, legislation, and competitive activity + Create marketing materials and manage client communications + Represent CBRE at industry, civic, and community events to drive visibility and growth **What You'll Need** + Bachelor's degree (BA/BS) from a four-year college or university preferred; up to 3 years of relevant experience. + Active Real Estate Salesperson license (state-specific) + Strong written and verbal communication skills, with the ability to effectively present information and provide excellent service. + Solid organizational skills with an inquisitive mindset. + Proficiency in Microsoft Office Suite (Word, Excel, Outlook, etc.). + Intermediate math and analytical skills, including the ability to calculate percentages, commissions, and perform basic financial analysis. + Ability to comprehend, interpret, and analyze documents and solve problems using established procedures. + Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future. **Why CBRE** At CBRE, you'll join the global leader in commercial real estate services, empowering businesses and individuals to thrive. We foster a collaborative culture based on respect, integrity, service, and excellence, and we value the diverse backgrounds and perspectives of our employees. With us, you'll have the opportunity to realize your full potential and make a significant impact. **Our Values in Hiring** We are committed to building a culture where everyone belongs. We value diversity and encourage all applications. **Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law. **Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at recruitingaccommodations@cbre.com or via telephone at *************** (U.S.) and *************** (Canada). CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
    $111k-211k yearly est. 60d+ ago
  • Commercial Loan Officer - Experienced Lender

    Solid Rock Recruiting

    Ohio

    Compensation: $100,000 - $150,000 (Base Salary + Incentive) Employment Type: Full-Time About the Bank We are a community-focused bank dedicated to supporting local businesses through strong relationships and local decision-making. As we continue to grow our commercial portfolio, we are seeking an Experienced Commercial Loan Officer to join our team. Position Overview The Commercial Loan Officer will originate, underwrite, and manage commercial credit relationships across C&I, CRE, and small business sectors. This role is best suited for a proven lender who excels in relationship management, credit analysis, and business development. Key Responsibilities Develop and maintain strong commercial banking relationships. Underwrite and analyze financial statements, cash flow, collateral, and tax returns. Manage a high-quality loan portfolio while ensuring sound credit and risk practices. Structure and present loan requests to credit officers or loan committee. Collaborate with internal teams to ensure timely and accurate loan processing. Proactively identify opportunities for portfolio growth and cross-selling additional services. Represent the bank at community and business events. Qualifications More than 4 years of experience as a Commercial Loan Officer, Business Banker, or Commercial Lender. Strong commercial credit analysis and loan structuring skills. Demonstrated track record of business development and portfolio growth. Excellent relationship-building and communication abilities. Bachelor's degree in Business, Finance, Accounting, or related field preferred. Compensation & Benefits $100,000 - $150,000 annual earnings potential (base salary + incentives) Comprehensive benefits package (health, dental, 401k, PTO, etc.) Supportive leadership with true local decision-making Career growth opportunities within the bank How to Apply Please send your resume to brian@solidrockrecruiting.com with the subject line: Experienced Loan Officer Application . All inquiries are fully confidential.
    $100k-150k yearly 29d ago
  • Commercial Bank- Product- United States- 2026 ReEntry Program

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210689565 JobSchedule: Full time JobShift: Day Base Pay/Salary: New York,NY $78,000.00-$129,000.00; Jersey City,NJ $78,000.00-$129,000.00; Chicago,IL $64,000.00-$115,000.00; Palo Alto,CA $78,000.00-$129,000.00; Seattle,WA $78,000.00-$129,000.00 About the Program At JPMorganChase, we recognize that rewarding careers do not always follow a conventional path. We value the diversity, fresh perspective and wealth of experience that returning professionals can bring. The ReEntry program offers experienced professionals, who are currently on an extended career break of at least two years, the support and resources needed to relaunch their careers. The program spans over 30 locations worldwide. The ReEntry Program is a 15-week fellowship program, beginning April 20, 2026 and ending July 31, 2026 with the prospect of an offer for permanent employment with JPMorganChase at the end of the program. The permanent placements will be based on both business needs and candidate skill set. Please refer to our ReEntry Overview page for further information regarding the Program. Commercial Bank The CB Product organization is responsible for scaling and integrating payments platforms across Commercial Banking and the Corporate & Investment Bank, by defining the product strategy, segmenting clients and packing solutions against these segments, determining the end-to-end delivery strategy, managing product launches and enabling the sales teams. Segments: CLIENT SOLUTIONING, COMMERCIALIZATION, INDUSTRY SOLUTIONS, PRODUCT EXPERIENCE What We Look For: Creative and innovative team players with analytical, technical, problem solving, planning and organizational skills. Individuals must have strong interpersonal skills and be able to communicate effectively in presentations, expressing complex financial strategies in an organized and articulate manner. The ability to relate well to external clients and internal partners and establishing strong working relationships.
    $78k-129k yearly Auto-Apply 30d ago
  • Experienced Loan Officer - Consumer Direct

    Mutual of Omaha Mortgage 4.7company rating

    Columbus, OH

    Join the winning team, with the brand recognition of a Fortune 300 company that has been in business over 100 Years! Mutual of Omaha Mortgage is inspired by hometown values and committed to being responsible and caring for each other, we exist for the benefit of our customers. With this excellent reputation, you will find your customers more receptive because of our well branded name. We specialize in affinity relationships, where very competitive pricing is offered! Mutual of Omaha Mortgage is a full-service lending division offering a complete line of residential mortgage, refinancing, and specialty loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. By constantly updating our loan programs and pricing based on market patterns, Mutual of Omaha Mortgage ensures that we deliver extremely competitive interest rates combined with optimal mortgage structuring. Website: ******************************* The Work: At Mutual of Omaha Mortgage, Loan Officers are trained to listen, build rapport, understand and analyze the full financial situations of our customers. Our goal is to provide the most appropriate financial solutions to meet each client's specific needs. The Person: Is energetic and outgoing, with excellent communication skills and who's able to be persuasive, has good character and integrity Connects quickly with consumers and builds rapport with potential clients Exceptional written and verbal communication skills, including excellent follow up capabilities Comfortable taking inbound calls Strong ability and passion for closing deals and negotiating Possess the ability to quickly identify customer's goals and objectives Is an ambitious professional who is motivated by the opportunity for advancement Flexible and adaptable, learns and reacts quickly in a fast paced environment, able to multi-task Strong sense of urgency and initiative to get things done Ability to handle high volume of phone calls Basic computer skills and data entry Sales experience preferred College degree preferred, but not mandatory The Perks: One of the best consumer direct compensation plans in the market Unstoppable marketing machine with LEADS, LEADS, LEADS Ongoing sales training, teaching the most innovative sale methods and daily sales coaching Proud sponsor of our veterans and numerous military charities - We proudly serve our Veterans. We will donate $125 to veteran and active duty charities for every participating loan that we close Incentive plans, competitions, company paid trips and contests Continuous on-going training and internal growth Extensive product line - products other lenders don't have Being a part of a dynamic and collaborative corporate culture that drives you to succeed This position is eligible for commissions, along with a base salary of $12 to $14 an hour Average Income of a Senior Loan Officer is typically between $50,000 and $200,000 a year Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include: Paid Sick Time - 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed. 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday) Multiple PPO Medical Plans, as well as HDHP eligible plan. Dental Coverage Vision Coverage Company Paid Life Insurance Additional Benefits including - Optional Life, FSA, Pet Insurance etc. 401K with a generous employer match Free Legal Services Employee Loan Program
    $50k-200k yearly Auto-Apply 37d ago
  • Broker I, Middle Market

    Aon Corporation 4.7company rating

    Ohio

    Our Michigan Middle Market Team is expanding, and we are looking to add a Broker I, Middle Market to our group. In this role, you will join an industry-leading team, supporting Middle Market brokers as they provide innovative and effective solutions for clients within Aon's Middle Market Broking business. This hybrid position allows for 3 days per week working from our Grand Rapids office. We're open to considering applicants local to Grand Rapids, Detroit and Ohio. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like The individual is responsible work in supporting local colleagues; promoting and ensuring connectivity, collaboration and cooperation within local office practices and team standards, functions and encouraging the sharing of knowledge, best practices and resources around our Property and Casualty accounts. The broker will be engaged primarily on the following lines of coverage; Worker's Compensation, Commercial Auto, Property, Umbrella, Excess Liability, and Foreign Package Identify and analyze client exposures and determines which markets to utilize, ensuring thorough evaluation of qualified companies in the marketplace Participate in client discussions to understand needs and develop strategies Demonstrate detailed knowledge of the insurance marketplace, products and services, developing productive business relationships with key insurance underwriters Acts as the primary negotiator in obtaining the most appropriate carrier coverage from a variety of insurance carriers Facilitate the compilation of submission information in conjunction with appropriate internal colleagues and external client contacts. Ensure submission quality to Aon standards, including details of any midterm changes, new operations, exposure schedules, claims summaries, etc. Utilization of all available technology throughout broking process. Request, obtain, and review binders of insurance/renewal documentation and ensure timely delivery to client. Check policies for accuracy per negotiated coverage and terms. Provide support, guidance and training to others How this opportunity is different The Broker is responsible for the management of a diverse portfolio of middle market accounts, including the placement and service, as well as ensuring client deliverables are maintained. This individual is accountable for acting as the representative for the local office or region on new business and renewal opportunities. The individual leads by example as a strong sponsor of Aon's Leadership Model; supporting local colleagues; promoting and ensuring connectivity, collaboration and cooperation within local office practices, functions and fostering the sharing of knowledge, best practices and resources around our Property and Casualty accounts. Skills and experience that will lead to success 3+ years of Insurance Industry, or relatable experience Goal oriented and highly motivated in achieving results Ability to organize a wide range of tasks from various sources and prioritize workload to meet deadlines Excellent interpersonal skills Detail-oriented with excellent oral and written communication skills Strong negotiation and presentation skills, Committed to delivering the highest level of customer service and quality Ability to work within a team-based environment Ability to travel when required Proficient in Microsoft Office applications Must have the willingness to obtain an active Property and Casualty license within 90 days of hire Education: Bachelor's degree or equivalent years of industry experience How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws: The salary range for this position (intended for U.S. applicants) is $76,100 - $101,400 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. The salary range reflected is based on a primary work location of Michigan. The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan A summary of all the benefits offered for this position Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-HYBRID #LI-CF1 2569533 Our Michigan Middle Market Team is expanding, and we are looking to add a Broker I, Middle Market to our group. In this role, you will join an industry-leading team, supporting Middle Market brokers as they provide innovative and effective solutions for clients within Aon's Middle Market Broking business. This hybrid position allows for 3 days per week working from our Grand Rapids office. We're open to considering applicants local to Grand Rapids, Detroit and Ohio. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like The individual is responsible work in supporting local colleagues; promoting and ensuring connectivity, collaboration and cooperation within local office practices and team standards, functions and encouraging the sharing of knowledge, best practices and resources around our Property and Casualty accounts. The broker will be engaged primarily on the following lines of coverage; Worker's Compensation, Commercial Auto, Property, Umbrella, Excess Liability, and Foreign Package Identify and analyze client exposures and determines which markets to utilize, ensuring thorough evaluation of qualified companies in the marketplace Participate in client discussions to understand needs and develop strategies Demonstrate detailed knowledge of the insurance marketplace, products and services, developing productive business relationships with key insurance underwriters Acts as the primary negotiator in obtaining the most appropriate carrier coverage from a variety of insurance carriers Facilitate the compilation of submission information in conjunction with appropriate internal colleagues and external client contacts. Ensure submission quality to Aon standards, including details of any midterm changes, new operations, exposure schedules, claims summaries, etc. Utilization of all available technology throughout broking process. Request, obtain, and review binders of insurance/renewal documentation and ensure timely delivery to client. Check policies for accuracy per negotiated coverage and terms. Provide support, guidance and training to others How this opportunity is different The Broker is responsible for the management of a diverse portfolio of middle market accounts, including the placement and service, as well as ensuring client deliverables are maintained. This individual is accountable for acting as the representative for the local office or region on new business and renewal opportunities. The individual leads by example as a strong sponsor of Aon's Leadership Model; supporting local colleagues; promoting and ensuring connectivity, collaboration and cooperation within local office practices, functions and fostering the sharing of knowledge, best practices and resources around our Property and Casualty accounts. Skills and experience that will lead to success 3+ years of Insurance Industry, or relatable experience Goal oriented and highly motivated in achieving results Ability to organize a wide range of tasks from various sources and prioritize workload to meet deadlines Excellent interpersonal skills Detail-oriented with excellent oral and written communication skills Strong negotiation and presentation skills, Committed to delivering the highest level of customer service and quality Ability to work within a team-based environment Ability to travel when required Proficient in Microsoft Office applications Must have the willingness to obtain an active Property and Casualty license within 90 days of hire Education: Bachelor's degree or equivalent years of industry experience How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We are committed to providing equal employment opportunities and fostering an inclusive workplace. If you require accommodations during the application or interview process, please let us know. You can request accommodations by emailing us at ReasonableAccommodations@Aon.com or your recruiter. We will work with you to meet your needs and ensure a fair and equitable experience. For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws: The salary range for this position (intended for U.S. applicants) is $76,100 - $101,400 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. The salary range reflected is based on a primary work location of Michigan. The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan A summary of all the benefits offered for this position Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts, employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies. #LI-HYBRID #LI-CF1
    $76.1k-101.4k yearly 1d ago
  • Commercial Lender

    Civista Bank 3.9company rating

    Akron, OH

    Full-time Description The Commercial Lender is responsible for managing and growing a diverse portfolio of commercial loans. They are responsible for knowing all aspects of loans including C&I, CRE, Construction, Lines of Credit, Letters of Credit and other complex loans. Responsibilities include building and maintaining strong relationships, identifying new business opportunities, and driving commercial loan business, revenue and deposit growth. Description of Duties, Responsibilities and Expectations: Commercial Lending Develop and manage a commercial loan portfolio. Interview customers to determine loan requirements and gather necessary information for loan applications. Analyze financial statements and other relevant data to recommend the best lending solutions based on customer needs and financial capabilities. Evaluate creditworthiness and present well-structured lending proposals Offer tailored financial solutions to meet customer objectives, while enhancing customer satisfaction and retention. Develop customized loan proposals and present them to customers to secure new business and maintain existing relationships. Follow up on pending loan deals and loan renewals. Provide updates on portfolio performance, new business, and market developments to senior leadership. Risk Management Monitor loan performance, ensuring risk is appropriately managed and financial objectives are met. Business Development & Relationship Management Identify new business opportunities and develop strategic partnerships across the region to drive loan growth and revenue with an emphasis on C&I lending opportunities. Establish and maintain strong relationships with existing and potential customers by understanding their business needs, goals, and long-term strategies. Prospect for new customers, expanding the Bank's market share. Leverage industry contacts and existing relationships to enhance revenue generation and achieve sales goals. Proactively identify opportunities to cross-sell additional products and services. Engage in industry forums or business networks to increase brand awareness and build relationships with key influencers and decision-makers. Requirements Qualifications, Knowledge and Skills: Knowledge Of: Commercial lending industry, processes, policies, and portfolio management. Commercial and consumer lending regulations and compliance and other regulatory required reporting and practices. Regulatory and Compliance practices applicable to commercial lending. Ability To: Use Microsoft Office 365 suite including Excel, Word, PowerPoint, Outlook and Teams. Operate the Bank's financial software to access customer accounts and manage new and existing loan deals. Identify and analyze Commercial Customer business documents and navigate lending decisions Independently network to build and establish business customer relationships. Communicate professionally and effectively verbally and in writing and present complex financial information to clients and senior leadership. Required Education and Experience: Minimum 4 years of experience in Commercial Business Lending & Business Development or Credit Analyst role. A college degree in Finance, Management or equivalent. Proven track record of establishing relationships and driving business and revenue growth while managing risk. Physical Requirements: Work involves eye strain due to the constant use of computer screens, reading reports, documents, and so forth. Work involves reading, hearing, speaking, listening, typing and ability to communicate in a professional manner, in person, via telephone and via email. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions. Work involves lifting and moving files or equipment of up to 40 lbs. Work involves some travel to attend meetings, training, and so forth. EOE - Race/Sex/Disability/Veteran This Position Description is not a complete statement of all duties and responsibilities comprising this position. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.
    $62k-75k yearly est. 15d ago
  • Broker Manager

    Devoted Health Services 4.1company rating

    Ohio

    At Devoted Health, we're on a mission to dramatically improve the health and well-being of older Americans by caring for every person like family. That's why we're gathering smart, diverse, and big-hearted people to create a new kind of all-in-one healthcare company - one that combines compassion, health insurance, clinical care, service, and technology - to deliver a complete and integrated healthcare solution that delivers high quality care that everyone would want for someone they love. Founded in 2017, we've grown fast and now serve members across the United States. And we've just started. So join us on this mission! Job Description MUST BE LOCATED IN THE NORTHEASTERN OHIO AREA A bit about this role: As the Broker Manager you will be responsible for the success, engagement and production of our independent agents. You will work closely with Operations and field sales management to ensure the brokers have clear line of sight to Devoted's mission and the plan for growth. Your Impact and Responsibilities will include: Executing the plan created by the team for the market's brokers Analyzes reports and providing a plan of action for increased production Providing real time feedback from the field brokers. Training for brokers both classroom and field Influence brokers to sell more by positioning our product and promoting our brand Responsible for the Northeastern Ohio territory, manage contacts Execute on market / region sales goals and objectives (sales events, training, etc) Meet or exceed sales objectives through broker channel Meet with brokers and agencies to build relationships and promote our brand Responsible for reporting their daily activities to ensure alignment with creating incremental sales consistent with market goals Adheres to and maintains current understanding of compliance requirements and organizational policies & procedures Coordinates effectively with local sales team Required skills and experience: State Health Insurance License in good standing Unrestricted driver's license to verify your eligibility and capability to fulfill the driving responsibilities associated with the position Strong presentation skills and ability to present to a group or individual Strong communication skills - both verbal and written and active listening skills Strong organizational skills Strong relationship building skills Ability to collaborate well both internally and externally to support achievement of market objectives Ability to learn quickly and adapt to change Knowledge of systems and technology and proficient with data analytics Knowledge of marketing strategy, value proposition Adherence to CMS Medicare Marketing Guidelines and procedures Medicare knowledge preferred Self starter, flexible, adaptable, highly organized and proactive Knowledge base of the market and the broker environment within the market. Engaging personality traits that identify with agents and inspires allegiance. Desired skills and experience: Goal oriented but flexible. Achieving goals by adapting to changing circumstances Curious and inquisitive. Understanding the mission but challenging norms for better results Calm under pressure and cultivate a growth mindset. Salary range: $65,000 - $85,000 annually plus commission Our ranges are purposefully broad to allow for growth within the role over time. Once the interview process begins, your talent partner will provide additional information on the compensation for the role, along with additional information on our total rewards package. The actual base salary offered may depend on a variety of factors, including the qualifications of the individual applicant for the position, years of relevant experience, specific and unique skills, level of education attained, certifications or other professional licenses held, and the location in which the applicant lives and/or from which they will be performing the job. Our Total Rewards package includes: Employer sponsored health, dental and vision plan with low or no premium Generous paid time off $100 monthly mobile or internet stipend Stock options for all employees Bonus eligibility for all roles excluding Director and above; Commission eligibility for Sales roles Parental leave program 401K program And more.... *Our total rewards package is for full time employees only. Intern and Contract positions are not eligible. Healthcare equality is at the center of Devoted's mission to treat our members like family. We are committed to a diverse and vibrant workforce. Devoted is an equal opportunity employer. We are committed to a safe and supportive work environment in which all employees have the opportunity to participate and contribute to the success of the business. We value diversity and collaboration. Individuals are respected for their skills, experience, and unique perspectives. This commitment is embodied in Devoted's Code of Conduct, our company values and the way we do business. As an Equal Opportunity Employer, the Company does not discriminate on the basis of race, color, religion, sex, pregnancy status, marital status, national origin, disability, age, sexual orientation, veteran status, genetic information, gender identity, gender expression, or any other factor prohibited by law. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment.
    $65k-85k yearly Auto-Apply 60d+ ago
  • Commercial Lender

    First National Bank 4.1company rating

    Bellevue, OH

    Job DescriptionDescription: Join a Legacy. Build the Future. Now hiring: Commercial Lender, Full Time For 150 years, at First National Bank, we've helped our neighbors open doors - both literally and figuratively. As a trusted name in community banking, we're not just celebrating a milestone - we're investing in the next generation of lenders who will carry our values forward. If you are passionate about helping businesses in our communities to find financial solutions for their biggest dreams, and you're ready to join a team where tradition meets innovation, we'd love to meet you! Bring your lending expertise to a place where relationships matter and where your work shapes lives for the better. Help us write the next chapter of our story, because after 150 years, we're just getting started. Position Overview: Reports to the Chief Lending Officer. Servicing the counties in the communities we service (Erie, Huron, Ottawa and Sandusky). Responsible for the overall performance of the bank's commercial loan portfolio and for developing new and maintaining existing commercial business. Analyzes loan requests and approves or prepares materials for loan decisioning based on all laws, regulations and bank policies and procedures. Provides guidance and directions to existing lending personnel to develop skills and knowledge. Primary Responsibilities: · Develops new business by contacting prospects and existing clients; and cross-sells other bank services. · Interviews loan applicants and collects and analyzes financial and related data to determine the general creditworthiness of the prospect and the merits of the specific loan request. · Establishes, and negotiates where necessary, the terms under which credit will be extended, including the costs, repayment method and schedule and collateral requirements. · Monitors commercial loan repayment activities and takes necessary action to collect delinquent accounts. · Develops material for and makes loan presentations concerning commercial loans to the Chief Lending Officer, President and/or Board of Directors Loan Committee · Advises and assists department officers, and staff in their respective functions associated with the areas for which he or she has direct responsibility. · Counsels with and assists in the training and development of other lending personnel. · Ensures the protection of the bank's interest in matters of adequate documentation and adherence to bank policy and the various laws and regulations applicable to departmental operations as well as the exercise of sound credit decisions in the credit department. · Analyzes the allowance for bad debts in conjunction with other lending personnel and presents analysis to the Chief Lending Officer, President and/or Board of Directors on a quarterly basis. · Collects and analyzes information which reflects the current creditworthiness of clients and the current merits of existing loans by information obtained by direct inspection of the applicant's business and/or collateral, review of interim financial reports, personal interview, etc. · Supports bank management during business, offering solutions and recommendations positively and professionally to the appropriate personnel for review and possible implementation. · Takes all steps necessary to meet excellent customer service demands whenever and wherever necessary in the credit area. · Participates in community affairs and organizations to increase the bank's visibility and to enhance new business opportunities. · Keeps abreast of local and national economic, financial, political, and legislative events and climates which could impact bank lending activities. · Closes loans and is responsible for proper documentation. · Maintains commercial loan files, including required filing. · Maintains extensive contact with clients, the public and the community to enhance the overall marketing effort of the bank. · Maintains and protects confidentiality of client's information. · Maintains regular, on-time attendance. · Remains current in assigned training and continuing education for designation retention (online, video, in-house emails, telephone seminars, etc.) · Complies with all regulatory requirements including Bank Secrecy Act and all others specific to their position. · Assumes other responsibilities and duties as may be assigned at the discretion of the Chief Lending Officer and/or President. Requirements: Education and Experience: Three or more years of commercial lending experience or 5 years of banking and/or lending. A.B.S. or B.A. or B. S. degree in a related field of study preferred. Thorough knowledge of current lending and loan review regulations and banking regulations, procedures, and operations; ability to analyze and interpret financial statements; visual and auditory skills. Outstanding communication and interpersonal abilities. Proficient reading, writing, grammar, mathematics skills and word processing and spreadsheet skills. Excellent interpersonal relations and oral and written communicative skills. Excellent organizational and multi-tasking skills. Physical Requirements: This position requires a high degree of mobility. May be subject to prolonged sitting/standing, frequent use of hands and upper body to manipulate/grasp objects/branch equipment, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, lifting of 1 - 15 lbs. Must have a valid driver's license and be able to travel by vehicle to customer locations/branches/meetings/seminars, and so forth. Benefits: First National Bank offers benefits depending on your employment status. For full-time employees we cover 100% of the Medical/Dental/Vision premiums for employees enrolled at the individual (employee only) level. We also offer 401k with company match, Medical/Prescription coverage, HSA option, Life insurance options including company paid life insurance, Short and Long Term Disability, paid holidays, PTO, tuition reimbursement, Wellness programs and potential for profit-sharing and bonuses. Wages: Wages commensurate with experience First National Bank is an equal opportunity employer.
    $53k-69k yearly est. 30d ago
  • Mortgage Protection Sales

    Spieldenner Financial Group

    Toledo, OH

    Spieldenner Financial Group is a part of the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties: Setting Appointments: 6-8 hours per week: reaching out to potential clients that have previously requested coverage with our company and scheduling a time to meet with them to discuss their mortgage protection coverage. Research: 4-5 hours per week: digging into the information the client provided in order to customize options to meet their financial need in the case of a death or disability. Meeting with Families: 2 days per week: meeting with clients either virtually or in-person (the choice is yours) to present their options, discuss the details of the coverage, and help them apply for coverage. Administrative: 2 hours per week: following up with insurance carriers to facilitate client applications through underwriting Qualifications: We are looking for coachable, challenge-seeking, self-disciplined individuals with a growth mindset: Skill set isn't everything for this position. What We Do: We serve people: Every week, we sit with our clients (in person or virtually) and take a deep dive into their financial situation. We protect our clients: We partner with top-rated insurance companies to customize a plan that provides a personalized solution that will protect their largest asset: the ability to make an income. We grow : We are a personal development company that just happens to sell insurance. We strive to make a generational impact in the lives of our clients, our agents, and our community! What Sets us Apart: We maintain a people-first mentality that starts and ends with our agents. Our unparalleled benefits and connections within the insurance industry ensure that our agents have the resources they need to excel inside and outside of work If you feel this might be the home you have been looking for. Click APPLY! Commissions as a New Agent: This position is a commission-only based sales position. The average commission on a mortgage protection product is approximately $600 per family you protect. Our expectation is that a full-time agent will sell 5 to 10 mortgage protection plans per week. In addition to mortgage protection, we also have a selection of premium financial products to help people save for retirement or protect their current retirement accounts (e.g. 401k's and IRA's) from losing money in the stock market. We have extensive training on how these products work and how to sell them. In addition to uncapped commission, we have a competitive bonus structure program along with incentive trips agents/managers can qualify for based on their individual and team results. ***No agent's success, earnings, or production results should be viewed as typical, average, or expected. Not all agents achieve the same or similar results, and no particular results are guaranteed. Your level of success will be determined by several factors, including the amount of work you put in, your ability to successfully follow and implement our training and sales system and engage with our lead system, and the insurance needs of the customers in the geographic areas in which you choose to work.
    $47k-74k yearly est. Auto-Apply 15d ago
  • Commercial Specialist

    Autozone, Inc. 4.4company rating

    Reynoldsburg, OH

    **Responsibilities** + Assistcommercial customerswith product selection and order management. + Maintain accuratebilling recordsand ensureon-time deliveries. + Conductaccount visitsto build relationships and ensure service quality. + Generate new business throughoutbound callsandin-person outreach. + Followcash handling procedures, including deposits and collections. + Document and inspect all deliveries for accuracy and condition. + Monitor and report onvehicle maintenance and safety. + Managebattery consignment inventoryand perform weekly stock checks. + Handlereturns and accident proceduresaccording to company policy. + Lead the commercial department in the absence of the Commercial Sales Manager. + Promote asafe and compliant work environmentfor all team members. **Qualifications** **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. **About Autozone** Since opening our first store in 1979, AutoZone has grown into a leading retailer and distributor of automotive parts and accessories across the Americas. Our customer-first mindset and commitment to Going the Extra Mile define who we are, for both our customers and AutoZoners. Working at AutoZone means being part of a team that values dedication, teamwork, and growth. Whether you're helping customers or building your career, we provide tools and support to help you succeed and drive your future. **Benefits at AutoZone** AutoZone offers thoughtful benefits programs with one-on-one benefits guidance designed to improve AutoZoners' physical, mental and financial well-being. **All AutoZoners (Full-Time and Part-Time):** + Competitive pay + Unrivaled company culture + Medical, dental and vision plans + Exclusive discounts and perks, including an AutoZone in-store discount + 401(k) with company match and Stock Purchase Plan + AutoZoners Living Well Program for free mental health support + Opportunities for career growth **Additional Benefits for Full-Time AutoZoners:** + Paid time off + Life, and short- and long-term disability insurance options + Health Savings and Flexible Spending Accounts with wellness rewards + Tuition reimbursement Minimum age requirements may apply. Eligibility and waiting period requirements may apply; benefits for AutoZoners in Puerto Rico, Hawaii, or the U.S. Virgin Islands may differ. Learn more about all that AutoZone has to offer at Careers.AutoZone.com. We proudly support Veterans, Active-duty Service Members, Reservists, National Guard and Military Families. Your experience is highly valued, and we encourage you to apply to join our team. **Fair Chance:** An applicant's criminal record is not a disqualification from employment and will be considered individually based on factors such as the relationship between the position sought and the criminal offense, the nature of the offense, any documentation or information demonstrating the rehabilitation of the applicant, the time elapsed since the offense, and any other relevant information. This includes compliance with the San Francisco Fair Chance Ordinance, the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, the Los Angeles County Fair Chance Ordinance for Employers, the New York City Fair Chance Act, the Philadelphia Fair Chance Hiring Act, and the U.S. Virgin Islands Fair Chance for Employment Act. As permitted by state or local law, AutoZone may consider certain offenses to be relevant to positions responsible for conducting or overseeing financial transactions on behalf of AutoZone, driving company vehicles and/or supervision of minors. Philadelphia Fair Chance poster: https://www.phila.gov/media/20**********47/Fair-Chance-Hiring-law-poster.pdf **Online Application:** An online application is required. Click the Apply button to complete your application. For step-by-step instructions on how to apply visit careers.autozone.com/candidateresources. AutoZone, and its subsidiary, ALLDATA are equal opportunity employers. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected categories. 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. **Job Identification** 39639 **Job Schedule** Full time **Pay Basis** Hourly AutoZone, and its subsidiary, ALLDATA are equal opportunity employers. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other legally protected categories.
    $30k-36k yearly est. 34d ago
  • Commercial Loan Officer

    First Citizens National Bank 3.8company rating

    Upper Sandusky, OH

    Purpose: The individual is responsible for proactively executing integrated sales, service and relationship strategies to support growth and retention of business customers. Develop new business relationships, as well as cross-marketing/needs fulfillment for existing clients. Essential Functions: * Responsible to develop and maintain relationships with local businesses, professionals and referral sources. * Proactively makes outside calls (separately and jointly with other banking officers) in order to identify new commercial lending and treasury management opportunities that fit within the Bank's risk tolerance and cross-sell other bank products and services. * Promotes and supports loan growth with prospects as well as existing customers. Must be able to explain products, programs, and loan processes, as well as set customer expectations. * Establishes a strong FCNB presence in the market by actively participating in community events and organizations to promote the Bank's visibility and reputation. * Provides strong, and visible leadership, which fosters positive attitudes and trust among employees, clients and prospects. * Closely monitors borrower performance and anticipates changes in risk rating. Proactively identify issues and addresses promptly in order to mitigate potential future risk. * Manages personal pipeline to ensure service standards and financial goals are met. * Works with commercial loan assistant, loan processors, credit analysts and other Bank staff to ensure accurate and complete loan documentation and a seamless customer service experience. * Maintains compliance with all legal and regulatory lending requirements and strictly adheres to internal control policies and procedures. * Maintains compliance to all government regulations, including Bank Secrecy Act, Regulation E (Electronic Funds), Regulation CC (Funds Availability), CRA and Regulation DD or other policies pertaining to your position. * Assists with collections activity, annual borrower reviews, and site visits, as needed. Others: * Note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required for this job. Duties, responsibilities and activities may change at any time with or without notice. Requirements Qualified candidate will have commercial lending experience and/or formal credit training. Requires a four year college degree in business, finance or a similar business related field or equivalent work experience and/or formal bank training schools and seminars. Strong knowledge of financial statement analysis and loan structure preferred, but not required. Strong customer service, analytical and organization skills. Strong written and verbal communication skills. Must possess the ability to manage multiple priorities and deadlines independently and within team setting. Wages are commensurate with experience and a complete benefits package is providing including educational reimbursement with First Citizens paying 100% of tuition for full time employees; student loan dept repayment; paid time off; 401(k); health, dental, vision insurance; and more. This job posting does not list all the duties of the job. This job posting may be revised at any time. This job posting is not to be implied as a contract for employment for any length of time and will not change the employee's at will relationship. Either the employer or the employee may terminate employment at any time. First Citizens National Bank is an Equal Opportunity Employer -D/V.
    $42k-54k yearly est. 60d+ ago
  • Retail Mortgage Loan Originator

    Truist Financial Corporation 4.5company rating

    Columbus, OH

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage marketing and development plans to meet or exceed agreed upon mortgage production goals. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. 7. This position is paid solely on commissions based on the applicable standard commission rate and terms, which may include a salary draw. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. 1+ year(s) experience in banking and/or lending environment with basic knowledge of residential property types 2. Good organizational, written and verbal communication skills 3. Possesses solid interpersonal and negotiation skills 4. Demonstrated proficiency in relevant computer applications 5. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 2. Two or more years of experience in residential mortgage lending with solid knowledge of the local market and regulations. 3. Previous sales awards and leadership positions. OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting Frequently (25% - 50% of the time) Standing Frequently (25% - 50% of the time) Walking Frequently (25% - 50% of the time) Lifting Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Up to 75% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $31k-47k yearly est. 9d ago
  • Branch Officer I, Clark (Bilingual Spanish Required)

    Dollar Bank 4.3company rating

    Cleveland, OH

    The Branch Officer I participates in a comprehensive retail training program while working toward personal business development and sales objectives. In this role, they are responsible for building and leading a motivated sales and service team, ensuring each team member contributes to the branch's success through a consultative sales approach. The Branch Officer I focuses on enhancing team performance by providing individualized coaching and holding each member accountable for their goals. Additionally, this role actively drives business growth through various proactive initiatives, including participation in community events and business networking opportunities. Qualifications: · Candidate must have one of the following: o Bachelor's Degree with four years as a Branch Manager or seven years of solid managerial experience with sustained consistent performance, preferably in a retail or retail banking environment, including experience managing staff, coaching, and meeting sales goals. o High School Diploma/GED with seven years of solid management experience in a retail setting or three years of experience specifically as a Branch Manager in retail banking. · Strong retail banking and business development experience preferred, with a demonstrated ability to deliver outstanding customer service and exceed sales goals. · Demonstrated capacity to build and maintain a strong community presence, contributing to both new and existing business growth opportunities. · Ability to travel as needed to training. · A valid driver's license and access to a reliable vehicle is required. · Candidates being considered will be subject to additional background checks as required by the Office of the Comptroller of the Currency. Principal Activities and Duties: • Deliver exceptional service in alignment with the Bank's Mission, Vision, and Values. • Contribute directly to customer growth and retention by utilizing proactive strategies to develop business opportunities and deepen customer relationships. • Actively support customer engagement by adhering to the Bank's service behaviors. • Overseeing the team's service behaviors efforts, promoting products and services, and conducting call nights to follow up on leads. • Foster a customer service-oriented team culture, where each member contributes to relationship building and operational integrity. • Conduct daily team huddles, monthly team meetings, and individual coaching sessions to provide performance feedback. • Represent the Bank professionally within the community, actively sourcing new relationships through involvement in local businesses, organizations, and charitable events. • Consistently achieve all established customer service goals and targets. • Make sound, balanced decisions that prioritize risk management, profitability, and customer satisfaction in each transaction. • Arithmetic skills to count money accurately. • Computer literacy to access account information and process transactions. • Develop a thorough knowledge of Bank products and guidelines by attending the required classes. • Maintain a professional appearance and conduct yourself in a professional manner at all times. • Maintain the highest level of professional integrity and ethics. 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 Dollar Bank's risk management program. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Compensation Range: 66,000-75,000 Schedule Information Monday -Thursday: 8:30am - 5:30pm Friday: 8:30am - 6:30pm Saturday: 8:30am - 1:30pm EEO Statement Dollar Bank is an Equal Opportunity Employer. Minority/Female/Veteran/Disabled Benefits Information Full-time employees are eligible for a comprehensive benefits package including medical, dental, vision, 401(k) with immediate vesting, tuition reimbursement, and gym membership reimbursement. Part-time employees qualify for 401(k) with immediate vesting, tuition reimbursement, and gym reimbursement. For more information, please visit ************************************************
    $35k-41k yearly est. 21d ago
  • Signing Bonus* - Mortgage Loan Originator

    First Federal Lakewood 4.2company rating

    Dublin, OH

    Full-time Description 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: Adaptability Communication skills Customer service Interpersonal skills Job knowledge Judgment Leadership Planning and organization Staff development Technical Expertise Experience 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 Experience Education: 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 Environment While 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.
    $29k-37k yearly est. 60d+ ago
  • Mortgage Loan Originator

    Myusa Credit Union

    Middletown, OH

    MyUSA Credit Union is an over $350 million financial institution with 20,000 members and offices in Middletown (2), Trenton, Kettering (2), Moraine, Springfield and Vandalia. We are seeking an experienced and enthusiastic, external Mortgage Loan Originator (MLO) with a passion for serving others and who is excited to expand our Mortgage business. A $195,000 annual opportunity, our MLO's earning potential is only limited by their own success. They will represent the credit union's values, helping borrowers achieve homeownership through our tailored mortgage solutions and will generate residential mortgage business through proactive outreach, relationship development and internal incentive-based referrals from our eight branch locations. Come grow with us as we become Ohio's best direct lender! Responsibilities include but not limited to: • Originates first mortgage loans by developing and maintaining relationships with members, realtors, and other referral sources. • Collaborates with credit union branches and staff to identify and pursue mortgage lending opportunities. • Performs initial consultations, analyzing financial information and recommending appropriate mortgage products. • Prepares residential mortgage loan proposals and presents to borrower for approval/acceptance. • Guides members through the mortgage process with clear communication, transparency, and excellent service. • Monitors workflow to ensure deadlines are met and service expectations are exceeded. • Makes sales a routine practice through face-to-face contact with real estate agents, ensuring clear understanding of options and allowing informed decisions to best suit borrower needs. • Maintains knowledge of credit union mortgage products, rates, processing procedures and underwriting guidelines. • Prospects and networks, building relationships and developing a referral source base. Qualifications include: • Expert communicator (oral & written) with strong organization and time management skills • Highly motivated self-starter who thrives in autonomous environment • Must have Mortgage Loan Originator license with NMLS • Minimum 2+ years' experience originating residential mortgages • Prior experience with mortgage lending platforms and MS office products • Maintains product knowledge and underwriting requirements for Conventional and Government (FHS, VA, USDA) mortgage programs • Bachelor's degree or equivalent experience and training MyUSA Credit Union is an equal opportunity employer. Job Type: Full-time, Salary plus commission Benefits include: • 401(k) Matching (immediate vesting) • Generous Paid Time Off (min 4 weeks starting) • Company paid Life, AD&D and Disability Insurance • Credit Union membership • Health, Dental, & Vision insurance • Employee Assistance Program • Flexible Spending Account • Health Savings Account • Community Involvement • Tuition assistance • Referral program Physical setting: • Office environment and offsite meetings with borrowers Schedule: • Business hours will vary with borrower needs
    $34k-55k yearly est. 60d+ ago
  • Outside Mortgage Sales Loan Originator

    Sb Financial Group, Inc. 4.0company rating

    Dublin, OH

    We're looking for self-motivated, sales and service-oriented individuals to join our team of dynamic mortgage professionals! This position would be a full-time, commissioned, outside sales position located in our Dublin, Ohio office. We offer an extensive benefits package including competitive compensation, retirement savings plans, medical/dental/vision, company-paid life and AD&D insurance, paid time off, short and long term disability, quarterly incentives, and growth opportunities. Do you feel you would be a great fit? Visit our careers page at ***************************** to apply and submit your resume. MORE ABOUT US State Bank of Defiance was founded in 1902 by Elbert E. Carter and rapidly grew into one of northwest Ohio's leading financial institutions. Our first bank was located on the southwest corner of Clinton and Third Streets in Defiance, Ohio. And although the facility has been rebuilt over the years, that corner is still home to our Main Banking Center. State Bank continues to enjoy a reputation for leadership and integrity within the banking community today. State Bank provides a full range of financial services for consumers and small businesses, including wealth management, private client services, mortgage banking and commercial and agricultural lending, operating through a total of 20 banking centers; 19 in nine Ohio counties and one center in Fort Wayne, Indiana. We have six loan production offices located throughout the Tri-State region of Ohio, Indiana and Michigan. We are your lifetime provider of convenient and innovative financial services, delivered by a passionate and caring staff. In addition, State Bank strives to give back to the community. State Bank GIVES (Gathering Individuals to Volunteer, Empower and Serve) is a Volunteer program created to provide local non-profit organizations access to State Bank employees who volunteer their time to make a difference in the lives of the people and communities we serve. Equal Opportunity Employer Please visit our Careers page at ***************************** to view the full job description.
    $29k-37k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Originator; BR 29; 10.28.2025

    Texana Bank National Association

    Cleveland, OH

    Position Type: Full-Time or Part Time, Hourly Non-Exempt Department: Mortgage Sales Reports To: Mortgage Branch Manager or Sales Manager The Mortgage Loan Originator is responsible for originating residential mortgage loans by developing client relationships, assessing borrower needs, and guiding applicants through the loan process. This role plays a vital part in maintaining high levels of customer satisfaction and ensuring compliance with all internal policies and applicable regulations. Key Responsibilities Originate mortgage loans in accordance with company guidelines and lending regulations Conduct borrower interviews to gather required financial information and assess eligibility Evaluate applicant financial documents to determine appropriate loan programs Educate clients on available loan products, terms, and procedures Submit complete loan applications to the processing team for approval and underwriting Maintain accurate records in the loan origination system Ensure timely follow-up with clients, processors, and underwriters Collaborate with internal departments to ensure smooth loan closings Meet established productivity and quality goals Maintain knowledge of current lending policies, compliance standards, and industry trends Requirements Required Qualifications: High school diploma or equivalent; college coursework or degree preferred Valid NMLS license as required by state and federal regulations Previous experience in mortgage lending or financial services preferred Strong interpersonal and communication skills Ability to manage multiple tasks and prioritize in a fast-paced environment Familiarity with loan origination systems and Microsoft Office tool Equal Opportunity Statement: Texana Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law. Texana Bank Mortgage 1680 Keller Pkwy Keller, TX 76248
    $37k-59k yearly est. 57d ago
  • Mortgage Loan Originator

    Warsaw Federal Savings & Loan Associates

    Cincinnati, OH

    Full-time Description The Mortgage Loan Originator originates first mortgage loans and home improvement loans for consumers. 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. 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. Requirements Technical Expertise Experience in mortgage lending is required. Experience with lending laws, regulations, and guidelines are required. Experience in customer service is required. Experience in commissioned sales is required. 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 Experience Education: High School Diploma or equivalent is required; Bachelor's degree is preferred. Certification: NMLS is required. Years of experience: 3 to 5 years is required. Physical Environment While 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.
    $34k-55k yearly est. 17d ago
  • Consumer Direct Mortgage Banker

    The Federal Savings Bank

    Cincinnati, OH

    Full-time Description The Federal Savings Bank is looking to expand our Consumer Direct team in Cincinnati, OH. We seek experienced, high-energy, detail-oriented call center/consumer direct mortgage bankers to work bank-provided leads within our 50-state platform. Remote mortgage bankers also welcome! We deliver a high volume of hot, in-bound leads that convert at a very high percentage. Our Mortgage Bankers have access to a wide scope of loan programs and competitive rates while catering to a large customer base of veteran homeowners, those seeking government refinancing assistance, and first-time home buyers. Are you ready to help more borrowers and prospect less? If you answered “Yes”, please contact us today! For more information please contact: SARAH HELTON, VP of Business Development Phone: ************ Email: ********************************* What We Offer: Federal Charter, Mortgage Bankers can originate in all 50 states without the hassle of state licensing Custom marketing options, robust marketing support program(s), mobile app, and marketing CRM, gives Mortgage Bankers the edge they need to compete and win! Experienced and highly trained operations staff for Processing, Underwriting, Closing and more (ALL 100% IN HOUSE). On-site operations support available in most loan production offices. Quick turn times - Our goal is to get your loans closed in 30 days or less Loan products for every scenario: FHA, VA, Conventional, USDA, Jumbo, 203k & Renovation, Portfolio, ITIN, Condos/Co-ops, Construction, HECM's, Multi-Family, Commercial, Personal Loans and more! Strong Secondary Department with over 50 investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae Secure environment for Bankers working in an office or remotely Coaching programs led by Sales Division Leaders offered to Managers & LOs ready to grow their business and/or teams. Unique culture where originators are encouraged to build their own brand within The Federal Savings Bank platform Weekly National Sales Meetings to share Bank and industry news Employee Benefits: Comprehensive Health, Dental, and Vision insurance plans available; includes company paid life insurance Competitive Flex Spending Accounts (FSAs) Employee Assistance programs (EAPs) for financial planning, emotional support, legal guidance, and work-life solutions Robust 401k matching Employee appreciation events Employee recognition on a national scale A true team culture working towards one common goal; helping homebuyers finance their dream homes! Requirements Minimum of 1 year of mortgage lending experience in a call center/consumer direct environment Active NMLS # Ability to manage time effectively due to the high volume of in-bound leads the banker will be expected to work Must be self-motivated, results-oriented, and experienced in taking a disciplined approach to working leads Strong interpersonal communication skills, ability to effectively interact with individuals within all departments of the bank Thorough knowledge of current loan originating guidelines/procedures Favorable credit and background check Bachelor's degree preferred VA and FHA lending experience strongly preferred Veterans are strongly encouraged to apply We are seeking experienced Mortgage Professionals with a minimum of 1 year of experience and actively working in the mortgage banking industry. Only qualified candidates will be considered. The Federal Savings Bank is an equal opportunity employer . All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status. Salary Description Commission
    $16k-39k yearly est. Easy Apply 60d+ ago
  • Senior Commercial Banker, Employee Stock Ownership Plan - Capital & Advisory Solutions - Executive Director

    Jpmorgan Chase & Co 4.8company rating

    Columbus, OH

    JobID: 210684722 JobSchedule: Full time JobShift: Base Pay/Salary: Chicago,IL $166,300.00-$235,000.00 Join our team as an Executive Director in the Capital & Advisory Solutions group, where you will leverage your expertise in Employee Stock Ownership Plan transactions to drive revenue and support our clients' needs. Be part of a collaborative environment that values your skills and offers career growth opportunities. Job Summary: As a Sr. Commercial Banker specializing in Employee Stock Ownership Plans (ESOPs) within the Capital & Advisory Solutions team, you will play a crucial role in business development, market coverage and referral source management. You will lead the execution of Employee Stock Ownership Plan transactions, working closely with Relationship Executives, Commercial Bankers, and underwriters to provide expert guidance on ESOP-related issues. You will ensure our clients receive the best possible service. Your work will directly impact our clients' success and contribute to the growth of our firm. Job Responsibilities: * Facilitate the review of external referrals to the Employee Advisory Group from outside advisors. * Participate in customer and prospect meetings to introduce and educate companies on ESOP transactions and related liquidity strategies. * Partner with bankers and Credit Officers in the review, credit evaluation and structuring of initial and second-stage ESOP transactions, growth financing and debt refinancings. * Prepare and present financing feasibility and debt capacity studies. * Review legal documents on existing ESOP deals to ensure compliance. * Work with Associates to prepare detailed financial models for proposed transactions and structuring alternatives. * Conduct periodic reviews of ESOP's to support credit exposure extensions. Required qualifications, capabilities, and skills: * Bachelor's degree. * Seven years or more years of experience in corporate or investment banking, corporate finance advisory or valuation, with at least five years in the ESOP space. * Direct experience with ESOP transactions, including valuation, structure, financial modeling, and accounting. * Strong business development acumen and strategic vision to identify marketplace opportunities. * Ability to assess credit transaction risks and knowledge of credit policies. * Series 79, 63, and SIE licenses at time of hiring, or obtain within 120 days of onboarding. Preferred qualifications, capabilities, and skills: * Experience working with Client Executives and Senior Bankers. * Strong collaboration skills with Relationship Managers, Bankers, and Credit Officers. * Knowledge of credit underwriting and structuring.
    $54k-86k yearly est. Auto-Apply 48d ago

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