Escrow Specialist
Cincinnati, OH jobs
Guardian Savings Bank is a large lender in Cincinnati, Northern Kentucky, Lexington and Louisville that puts people first. Our customers are part of a close-knit community and their banking needs are both met and serviced locally. Everything from opening an account, securing a home loan or getting advice on the best banking options, we're here for you. In a fast-paced world, you can count on Guardian Savings Bank to slow down and give you the attention you deserve. Guardian Savings Bank is looking for an Escrow Specialist to assist our borrowers with everyday tax and insurance needs.
Purpose of the role
The Escrow Specialist is the first line contact with borrowers to resolve complex escrow needs. From taxes, insurance, flood, PMI and beyond, the Escrow Specialist ensures timely payment of all escrowed items and works with borrowers to help them understand escrow needs and concerns.
Essential Duties and Responsibilities
Handle complex calls with customers related to escrow analysis, tax, insurance, PMI and FHA
Assumes a high level of responsibility in resolving escalated research issues related to
customer accounts
Trains new employees and employees from other areas on various insurance, tax and analysis functions
Responds to assessments from QC & compliance departments
Works various monthly reports to ensure customers mortgage payments are adjusted in accordance with RESPA guidelines
Review and document any accounts with payment increases or decreases that fall outside of the Established escrow parameters
Complete monthly exception reports to clear any error that would prevent the annual analysis
Work exception reports from escrow vendors to ensure the timely completion of payment processing for monthly transactions, monitored by FDICIA & Sarbanes Oxley
Prepare wires to outsourced providers of tax and insurance
Review, approve or deny & pay claims for tax provider that result in Guardian charge offs
Work closely with vendors, customers, tax agencies, insurance companies & affiliates on customer services issues relating to escrow processing; make appropriate account adjustments to correct improper escrow line set-up issues
Track & recover advances utilized to clear incorrect escrow payments
Process daily correspondence & send to vendors in overnight transactions
Complete customer requests to add, delete & reanalyze escrow accounts
Clearly explain customer escrow analysis statements; involves detailed mathematical understanding and calculations
Research insurance & tax issues that create overages & shortages on customer accounts
Ensure monthly analysis checks & statements are mailed to customers in accordance with RESPA guidelines
Work w/ customer solutions to ensure accounts coming out of bankruptcy & loan modifications are analyzed correctly
Other duties as assigned
Education/Experience
Education and Experience
High School Diploma required. Additional college credits and/or degrees preferred
Job competencies
1-2 years of prior escrow experience desired
Organized and dependable
Basic mortgage documentation knowledge preferred
Working knowledge of Microsoft products, including Excel, Word, Outlook
Analytical and attention to detail
Ability to problem solve and multi-task
Verbal and Written Communication
Self-Motivated
Team Player
Please note this job description is not designed to cover or contain a comprehensive list of activities, duties or responsibilities that are required for this position. Duties, responsibilities and activities may change at any time; with or without notice.
Guardian Savings Bank is an Equal Employment Opportunity and Affirmative Action Employer and will make all employment-related decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Sr Program Specialist
Mason, OH jobs
As a Sr Program Management Specialist here at Honeywell, you will be responsible for leading and managing complex programs within the Industrial Automation sector. This role involves ensuring the successful execution of programs, aligning them with strategic objectives, and driving performance through effective management and collaboration.
You will report directly to a Sr Program Manager, and you'll work out of our Mason, OH location on a Hybrid work schedule.
In this role, you will impact the overall success of our programs by ensuring they are delivered on time, within budget, and meet the quality standards expected by our stakeholders. Your leadership will be crucial in fostering a collaborative environment that drives innovation and efficiency.
KEY RESPONSIBILITIES
* Lead and manage the execution of complex programs from initiation to closure.
* Support high volume projects and multiple projects simultaneously.
* Will be working on a hybrid schedule out of the Mason, OH location, 3 days in office and 2 days remote.
* Work with customers at various stages of the project lifecycle. Will support teams up to 10 people.
* Travel 25% throughout the US which will vary at customer discretion.
* Support projects from $200k to 3M.
* Develop program plans, forecasting, schedules, and resource allocation strategies.
* Monitor program progress and ensure adherence to timelines and deliverables.
YOU MUST HAVE
* Minimum of 5 years of experience in program management or related roles.
* Must have prior experience handling multiple high-volume projects simultaneously.
* Willingness to travel 25% throughout the US.
* Excellent analytical and problem-solving skills.
* Proficiency in program management software and tools.
WE VALUE
* Bachelor's degree in Engineering, Business, or related field.
* Experience in managing complex programs with multiple stakeholders.
* Experience with project management software tool Cora.
* Software controls experience with PLC's.
* Strong negotiation and influencing skills.
* Ability to adapt to a fast-paced and changing environment.
* Experience in an industrial automation environment.
ABOUT HONEYWELL
Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here
THE BUSINESS UNIT
Honeywell Industrial Automation enables process industry operations, creates world-class sensor technologies, automates supply chains, makes warehouses smarter, and improves worker safety. This combination builds on our core strengths in controls and automation technologies which in turn allows us to deliver better commercial outcomes for our customers. We enable customers to enhance the safety, sustainability, resiliency, and productivity of their people, plants, and assets.
BENEFITS OF WORKING FOR HONEYWELL
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here
The application period for the job is estimated to be 40 days from November 11, 2025; however, this may be shortened or extended depending on business needs and the availability of qualified candidates.
Sr Program Specialist
Mason, OH jobs
As a Sr Program Management Specialist here at Honeywell, you will be responsible for leading and managing complex programs within the Industrial Automation sector. This role involves ensuring the successful execution of programs, aligning them with strategic objectives, and driving performance through effective management and collaboration.
You will report directly to a Sr Program Manager, and you'll work out of our Mason, OH location on a Hybrid work schedule.
In this role, you will impact the overall success of our programs by ensuring they are delivered on time, within budget, and meet the quality standards expected by our stakeholders. Your leadership will be crucial in fostering a collaborative environment that drives innovation and efficiency.
**KEY RESPONSIBILITIES**
+ Lead and manage the execution of complex programs from initiation to closure.
+ Support high volume projects and multiple projects simultaneously.
+ Will be working on a hybrid schedule out of the Mason, OH location, 3 days in office and 2 days remote.
+ Work with customers at various stages of the project lifecycle. Will support teams up to 10 people.
+ Travel 25% throughout the US which will vary at customer discretion.
+ Support projects from $200k to 3M.
+ Develop program plans, forecasting, schedules, and resource allocation strategies.
+ Monitor program progress and ensure adherence to timelines and deliverables.
**YOU MUST HAVE**
+ Minimum of 5 years of experience in program management or related roles.
+ Must have prior experience handling multiple high-volume projects simultaneously.
+ Willingness to travel 25% throughout the US.
+ Excellent analytical and problem-solving skills.
+ Proficiency in program management software and tools.
**WE VALUE**
+ Bachelor's degree in Engineering, Business, or related field.
+ Experience in managing complex programs with multiple stakeholders.
+ Experience with project management software tool Cora.
+ Software controls experience with PLC's.
+ Strong negotiation and influencing skills.
+ Ability to adapt to a fast-paced and changing environment.
+ Experience in an industrial automation environment.
**ABOUT HONEYWELL**
Honeywell International Inc. (Nasdaq: HON) invents and commercializes technologies that address some of the world's most critical challenges around energy, safety, security, air travel, productivity, and global urbanization. We are a leading software-industrial company committed to introducing state-of-the-art technology solutions to improve efficiency, productivity, sustainability, and safety in high-growth businesses in broad-based, attractive industrial end markets. Our products and solutions enable a safer, more comfortable, and more productive world, enhancing the quality of life of people around the globe. Learn more about Honeywell: click here (********************************
**THE BUSINESS UNIT**
Honeywell Industrial Automation enables process industry operations, creates world-class sensor technologies, automates supply chains, makes warehouses smarter, and improves worker safety. This combination builds on our core strengths in controls and automation technologies which in turn allows us to deliver better commercial outcomes for our customers. We enable customers to enhance the safety, sustainability, resiliency, and productivity of their people, plants, and assets.
**BENEFITS OF WORKING FOR HONEYWELL**
In addition to a competitive salary, leading-edge work, and developing solutions side-by-side with dedicated experts in their fields, Honeywell employees are eligible for a comprehensive benefits package. This package includes employer-subsidized Medical, Dental, Vision, and Life Insurance; Short-Term and Long-Term Disability; 401(k) match, Flexible Spending Accounts, Health Savings Accounts, EAP, and Educational Assistance; Parental Leave, Paid Time Off (for vacation, personal business, sick time, and parental leave), and 12 Paid Holidays. For more information visit: click here (********************************
The application period for the job is estimated to be 40 days from November 11, 2025; however, this may be shortened or extended depending on business needs and the availability of qualified candidates.
Honeywell helps organizations solve the world's most complex challenges in automation, the future of aviation and energy transition. As a trusted partner, we provide actionable solutions and innovation through our Aerospace Technologies, Building Automation, Energy and Sustainability Solutions, and Industrial Automation business segments - powered by our Honeywell Forge software - that help make the world smarter, safer and more sustainable.
Honeywell is an equal opportunity employer. Qualified applicants will be considered without regard to age, race, creed, color, national origin, ancestry, marital status, affectional or sexual orientation, gender identity or expression, disability, nationality, sex, religion, or veteran status.
Compliance Program Specialist Senior
Cleveland, OH jobs
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Compliance Program Specialist Senior, within PNC's Retail Organization, you will be supporting the Risk, Change, Experience & Strategy (RCES) First Line of Defense Regulatory Compliance team. The position will be based in Pittsburgh, PA or Cleveland, OH.
The Compliance Program Specialist Senior preference would be to have the following:
* Capital Markets and or Broker Dealer experience
* FINRA regulatory licenses are preferred or willingness to obtain
* 3+ years of industry experience
In addition to the below, the Compliance Program Specialist Senior will also be responsible for the following:
* Coordinating regulatory compliance efforts for PNC's organizations, planning, developing, and implementing Compliance Program activities, and recommending and driving changes to the groups' Compliance Program, including related policies, procedures, and controls on an ongoing basis
* Designing and implementing compliance monitoring activities over sales and trading practices.
* Leading the communication and socialization of Compliance Program objectives
* Supporting key initiatives by analyzing data to identify compliance risks
* Assists in providing resolutions to manage and mitigate the identified risks. If necessary, escalates identified risks to Line of Business Senior Management
* Identifies compliance impact on matters such as marketing materials, sales programs, product development, documentation review and other business initiatives
* Developing and delivering regulatory compliance training to personnel on an ongoing basis
* Monitoring, researching, and identifying regulatory, compliance, and industry developments for emerging risks, and evaluates and communicates the materially of the risks identified.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Plans the execution of compliance programs to prevent illegal, unethical, or improper business practices. Develops ability to constructively challenge conclusions/status quo.
* Supports key business initiatives by analyzing data to identify compliance risks. Assists in providing resolutions to manage and mitigate the identified risks. If necessary, escalates identified risks to senior team members. Identifies compliance impact on matters such as marketing materials, sales programs, product development, documentation review and other business initiatives.
* Assesses activity for existing and emerging risks. Evaluates the materiality of the risks identified. Researches current laws, rules, and other regulatory requirements and drafts or assesses Compliance Manuals, Front Office materials, policies and procedures to ensure alignment.
* Manages the compliance monitoring program and reviews activity to ensure it falls within established risk control limits. Leads the execution of the Compliance program objectives for assigned area, products/services, and applicable regulations. Communicates and socializes compliance program objectives to business partners. Independently challenges analyses and formulates recommendations.
* Edits compliance reports. Analyzes the reports to identify deeper issues, escalates through proper governance channels as needed, and recommends corrective action plans. Assists in updating or implementing new/enhanced reports in order to ensure timely and effective compliance with regulatory requirements.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Compliance Reporting, Customer Risk, Decision Making, Regulatory Requirements, Risk Assessments, Risk Control, Strategic Objectives
Competencies
Accuracy and Attention to Detail, Anti-money Laundering/Sanctions Policies and Procedures, Audit And Compliance Function, Auditing, Fraud Management, Internal Controls, Problem Solving
Work Experience
Roles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
Bachelors
Certifications
No Required Certification(s)
Licenses
No Required License(s)
Pay Transparency
Base Salary: $72,000.00 - $127,400.00
Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.
Application Window
Generally, this opening is expected to be posted for two business days from 09/17/2025, although it may be longer with business discretion.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Compliance Program Specialist Senior - PNC Investments
Ohio jobs
Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success.
As a Compliance Program Specialist Senior within PNC Investments, you will be based in Cleveland, OH. The position will primarily be based at the 1900 E. 9th Street location.PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.Job Description
Plans the execution of compliance programs to prevent illegal, unethical, or improper business practices. Develops ability to constructively challenge conclusions/status quo.
Supports key business initiatives by analyzing data to identify compliance risks. Assists in providing resolutions to manage and mitigate the identified risks. If necessary, escalates identified risks to senior team members. Identifies compliance impact on matters such as marketing materials, sales programs, product development, documentation review and other business initiatives.
Assesses activity for existing and emerging risks. Evaluates the materiality of the risks identified. Researches current laws, rules, and other regulatory requirements and drafts or assesses Compliance Manuals, Front Office materials, policies and procedures to ensure alignment.
Manages the compliance monitoring program and reviews activity to ensure it falls within established risk control limits. Leads the execution of the Compliance program objectives for assigned area, products/services, and applicable regulations. Communicates and socializes compliance program objectives to business partners. Independently challenges analyses and formulates recommendations.
Edits compliance reports. Analyzes the reports to identify deeper issues, escalates through proper governance channels as needed, and recommends corrective action plans. Assists in updating or implementing new/enhanced reports in order to ensure timely and effective compliance with regulatory requirements.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred SkillsCompliance Reporting, Customer Risk, Decision Making, Regulatory Requirements, Risk Assessments, Risk Control, Strategic ObjectivesCompetenciesAccuracy and Attention to Detail, Anti-money Laundering/Sanctions Policies and Procedures, Audit And Compliance Function, Auditing, Fraud Management, Internal Controls, Problem SolvingWork ExperienceRoles at this level typically require a university / college degree, with 3+ years of relevant / direct industry experience. Certifications are often desired. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.EducationBachelorsCertificationsNo Required Certification(s) LicensesNo Required License(s) Pay TransparencyBase Salary: $55,000.00 - $98,000.00Salaries may vary based on geographic location, market data and on individual skills, experience, and education. This role is incentive eligible with the payment based upon company, business and/or individual performance.Application WindowGenerally, this opening is expected to be posted for two business days from 08/21/2025, although it may be longer with business discretion.BenefitsPNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include “accommodation request” in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Auto-ApplyBranch Support Desk Specialist
Blairsville, GA jobs
Overview Join our dynamic team as a System Support Specialist, where you'll provide essential support and exceptional customer service to our employees. You'll be the go-to expert for our core mainframe system and deposit software programs, ensuring smooth operations and assisting with system processes and internal procedures. This role is pivotal in maintaining our high standards of service and supporting our growth through acquisitions and mergers. What You'll Do * Support & Troubleshoot: Assist employees with questions and issues via phone, Service Now Tickets, or email on various programs including Integrated Teller, BPM, Unity, and more. * Transaction Processing: Handle specific transactions such as Stop Payments, new account setup, teller transactions, and more. * Escalation Management: Address Service Now Ticket items for Online Banking and Branch Support, escalating issues as needed. * Communication: Prepare Flag Half Staff Email Notices and assign U-Suggest items to appropriate departments. * Branch Support: Offer advanced support for new branches during mergers and acquisitions. * Policy Development: Recommend and develop changes to department policies and procedures. * Training & Development: Train employees on systems and processes, log issues for training purposes, and participate in testing and implementing new deposit releases. * Customer Service: Resolve caller complaints effectively and maintain excellent customer service standards. * Special Projects: Assist in special projects and continuously seek process improvements. Requirements For Success *
Minimum 3 years in retail banking and/or deposit operations. * Extensive knowledge of bank products, services, and systems. * Proficient in deposit application systems, IRA rules, Reg CC, and multi-state account documentation. * Strong computer skills, especially in Microsoft Office. * Excellent organizational, communication, and customer service skills. * Ability to write and explain processes and procedures clearly. * Time management skills and the ability to handle competing priorities. * Team player with good interpersonal skills. * Continuous learner with the ability to adapt to new technologies. * High level of patience and problem-solving skills. * Ability to recommend process improvements and participate in compliance training. * Preferred Skills: * Experience with Fiserv core releases, BPM, and Integrated Teller. * Experience in training and developing materials for new releases/upgrades. Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $34,102.00 - USD $49,382.00 /Yr.
Loan Support Specialist - Central
Remote
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 Loan Support Specialist is responsible for providing guidance to all employees. This ranges from answering “how-to” questions, providing advanced guidance on the use of loan origination systems and solving technical issues related to mortgage systems. The Loan Support Specialist creates procedures for leveraging support resources and develops self-help documentation and resources. This position is the central point of contact for Loan Officers and Loan Processors in need of assistance with lending activities and collaborates with subject matter experts in Underwriting, Closing, Secondary, Compliance, IT, and other departments to provide that assistance.
Job Responsibilities:
Provide daily loan support for all company employees via a ticketing system, inbound phone calls, email and in person for all company systems and software.
Provide guidance and troubleshooting assistance to Loan Officers, Loan Processors, Underwriters and others on the usage of loan origination systems and services.
Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines.
Responsible for loan level administrative tasks within the loan origination system.
Track tasks, activities and time spent within the ticketing system.
Provide customer service in person, on the phone and via ticketing system.
Collaborate among team members.
Qualifications and Skills:
Associate's degree or equivalent combination of education/experience; bachelor's degree, preferred.
Minimum 2 years' experience as a Loan Processor or Loan Officer in the mortgage industry, preferred.
Minimum 3 years' experience using Encompass360 Banker's Edition in a production role, preferred.
Minimum 2 years' experience providing direct support to employees or customers, preferred.
Experience utilizing a ticketing system to handle Loan Support questions, preferred.
Knowledge of mortgage loan origination activities, loan programs, and regulatory requirements.
Knowledge on the use of verification, credit, appraisal, title, pricing, and automated underwriting services as they relate to mortgage loan origination.
Excellent customer service skills.
Proficient in Microsoft Word, Excel, 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:
Hourly Rate: $20.00-$23.00
This position is bonus plan eligible
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 (“Protected Characteristics”). 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 ***************************
Auto-ApplyMediation Specialist l
Lake Zurich, IL jobs
Mediations Specialist I
Full time; Non-Exempt; 40 hours/week; Overtime as required. This is a HYBRID position.
Department: Default Litigation /Attorney Oversight/ Mediations
Dovenmuehle Mortgage, Inc. (“Dovenmuehle”) is the leading mortgage subservicing firm in the United States with several hundred financial institution clients nationwide.
General Description:
Partner with default servicing attorneys and various DMI departments, including foreclosure, default litigation and loss mitigation, where and when necessary, to ensure mediation files are worked timely, accurately, and in accordance with applicable guidelines.
Essential Functions and Duties:
• Coordinate with foreclosure and bankruptcy counsel to prepare, attend and perform required mediation efforts to cure loan delinquency through loss mitigation alternatives to foreclosure programs.
• Assemble, review and process information provided through loss mitigation and effectively convey information to third parties regarding loss mitigation options, approved workout/loan modification terms and conditions, denials, and justifications.
• Review and confirm accuracy of loss mitigation documentation submitted by borrowers to confirm accuracy of all documentation for compliance with loss mitigation workouts.
• Training on loss mitigation work out plans.
• Stay abreast of loss mitigation regulatory updates, including COVID updates.
• Comprehend and apply state specific processes for mediation programs (e.g. Rhode Island Housing and Illinois Eviction mediations, although not a comprehensive list).
• Create and analyze mediation reporting for tracking and reporting on mediation files.
• Coordinate with Special Loans regarding Successor in Interest and Assumption processes for deceased borrowers in preparation for mediation hearings.
• Consult with and interact with local counsel and investors regarding all aspects of mediation process.
• Update Mediations case management systems with necessary updates from mediations hearings.
• Annual review of department policies and procedures, as well as the Default Litigation Section of the Best Practices Manual.
• Actively participate in identifying process improvement opportunities.
• Successfully complete annual regulatory compliance training.
• Performs other related duties as assigned.
Required Qualifications:
• College degree and/or paralegal certification preferred.
• 1-4 years of experience in mortgage servicing, with a focus on loss mitigation and/or mediations.
• Solid PC skills: Proficient with Microsoft applications.
• Strong attention to detail.
• Ability to work accurately and efficiently in a fast-paced environment.
• Effective verbal and written communication skills with demonstrated ability to interact in a positive and professional manner at all times.
Preferred/Other Qualifications:
• Servicing or default servicing attorney in-office experience.
Benefits
• Medical, Dental, Vision, Wellness, Flexible Spending Account, and Employee Assistance Program and more.
• Employer paid Life Insurance, Short Term Disability, and Long-Term Disability.
• 401 (K) Plan with company match
• Paid Vacation, Sick, Personal and Holidays
Physical Demands and Work Environment:
The employee must be comfortable in either an on-site office setting, or a quiet, designated work from home space that is free from distractions and noise. The employee is regularly required to communicate (give/receive) information through multiple methods of communication with clear understanding from others. Must be able to exchange accurate information in these situations.
The employee must be able to remain in a stationary position and or move about the organization or remote office. The employee is frequently required to stand or walk (or otherwise move through the organization); sit; use hands to type, write, handle, or feel and reach. May occasionally climb or balance; stoop, kneel, or crouch; or lift and/or move up to 25 lbs. Employees may be required to type and utilize a computer for long periods of time.
The employee may be required to frequently operate a standard variety of office equipment including computers, calculators, copy machine, computer printer and phones. The noise level, if working on-site, is usually moderate and typical of an office environment.
In accordance with applicable disability laws, Dovenmuehle works with applicants and employees to make reasonable accommodations to the job or work environment when doing so will enable an employee with a qualified disability to satisfactorily perform the essential functions of the job.
Auto-ApplyClosing Specialist (MD)
Remote
As a Closing Specialist at Rocket Close, you will manage critical documents and financial details throughout the real estate settlement process. You will work directly with mortgage lenders to ensure accurate closing disclosures, balance financial records to the penny, and maintain positive client relationships. Your attention to detail and ability to thrive in a fast-paced environment will be essential as you help clients navigate the final steps of their real estate transactions.
About the role
Add fees and charges to build Closing Disclosures and Closing Statements for real estate settlements, including recording fees, transfer taxes, property taxes, commissions, utility bills, homeowners' association fees, and contract credits
Coordinate directly with mortgage lenders to balance their borrowers' Closing Disclosures, obtain loan documents for closing and authorization to disburse after documents are executed
Communicate and develop good working relationships with lenders
Ensure that loan documents are prepared correctly to match title documents
Balance our files internally so that all incoming and outgoing funds match to the penny
Troubleshoot discrepancies in financial documents to ensure accuracy throughout the closing process
Maintain compliance with all regulatory requirements related to real estate settlements
About you
1 to 3 years title experience, particularly in a position responsible for building Closing Disclosures, Closing Statements and/or HUD-1 Settlement Statements
Experience with purchase/sale transactions in Maryland, DC, and Virginia
Strong written and verbal communication skills along with a positive, "can-do" attitude
Attention to detail and the ability to work in a fast-paced environment
Comfort working with numbers and troubleshooting to balance financial statements
Multi-tasking skills and ability to prioritize in a constantly changing environment
Detail-oriented with strong organizational abilities
Tech-savvy with ability to learn new programs quickly
What you'll get
Our team members fuel our strategy, innovation and growth, so we ensure the health and well-being of not just you, but your family, too! We go above and beyond to give you the support you need on an individual level and offer all sorts of ways to help you live your best life. We are proud to offer eligible team members perks and health benefits that will help you have peace of mind. Simply put: We've got your back. Check out our full list of Benefits and Perks.
About us
Rocket Close is a leading national provider of title insurance, property valuations and settlement services. Here, you'll be given all the resources and support needed to deliver innovative solutions and in turn, your hard work will be rewarded with a competitive compensation package and an array of other amazing benefits.
Apply today to join a team that offers career growth, amazing benefits and the chance to work with leading industry professionals.
This job description is an outline of the primary responsibilities of this position and may be modified at the discretion of the company at any time. Decisions related to employment are not based on race, color, religion, national origin, sex, physical or mental disability, sexual orientation, gender identity or expression, age, military or veteran status or any other characteristic protected by state or federal law. The company provides reasonable accommodations to qualified individuals with disabilities in accordance with applicable state and federal laws. Applicants requiring reasonable accommodations in completing the application and/or participating in the application process should contact a member of the Human Resources team, at
**************************
.
Colorado, New York City, Jersey City, California, D.C and Washington Candidates only: the compensation for this position is $22.80-$43.89 per hour. The position may also be eligible for an annual bonus, incentives, and other employment-related benefits including, but not limited to, medical, dental, and vision benefits, 401K retirement plan, and paid-time off. More information regarding these benefits and others can be found here. The information regarding compensation and other benefits included in this paragraph is only an estimate and is subject to revision from time to time as the Company, in its sole and exclusive discretion, deems appropriate. The Company may determine during its review of the proposed compensation and benefits provided for this position, that the compensation and benefits for such position should be reduced. In no event will the Company reduce the compensation for the position to a level below the applicable jurisdictional minimum wage rate for the position.
Los Angeles County and San Francisco Candidates only: qualified applicants with arrest or conviction records will be considered for employment per the Fair Chance Ordinance and the California Fair Chance Act.
Auto-ApplyTreasury Specialist
Madison, WI jobs
Join us today as a Treasury Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us!
Work Model: Based out of our Madison, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week.
OVERVIEW
The Treasury Specialist plays a vital role in delivering exceptional service to clients in the areas of banking and deposit technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With a strong attention to detail, deep product knowledge, and a proactive approach to anticipating client needs, the Specialist ensures a seamless and high-quality experience for our business clients.
Specifically, as the Treasury Specialist you will:
* Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products.
* Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering.
* Proactively assists Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis fee proforma.
* Monitor monthly exception reports and coordinate renewals.
* Prepare and schedule account reviews for business clients.
The successful candidate should have:
* Associate's degree in business related field or equivalent work experience
* Superior customer service skills
* Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
* Must type proficiently with a high degree of accuracy.
* Excellent interpersonal skills and written and verbal communication skills.
* Ability to handle pressure of meeting deadlines.
Auto-ApplyTreasury Specialist
Madison, WI jobs
at First Business Bank
Join us today as a Treasury Specialist! First Business Bank is a Top Workplaces USA company, learn more here. At the heart of First Business Bank, we believe success comes down to putting people first. Our people are our priority - they embody ambition, experience, and client focus. The result is extremely engaged employees who provide unmatched client satisfaction. With comprehensive total rewards to support our team members, a commitment to valuing each other's differences, and a focus on improving our communities, we are confident you'll find the experience is your advantage. We're delighted you're considering joining us! Work Model: Based out of our Madison, WI location and onsite 4 days per week, 8am-5pm with the ability to work remotely 1 day per week. OVERVIEW The Treasury Specialist plays a vital role in delivering exceptional service to clients in the areas of banking and deposit technology. This position focuses on client onboarding, documentation management, product setup and maintenance, and ongoing account monitoring. With a strong attention to detail, deep product knowledge, and a proactive approach to anticipating client needs, the Specialist ensures a seamless and high-quality experience for our business clients. Specifically, as the Treasury Specialist you will:
Provide high degree of personal service to internal and external clients. Assist with client inquiries daily and pre-qualify clients or prospects for treasury products.
Manage new client onboarding and ongoing maintenance for TM Sales Officers which includes client documentation, document preparation, and product set-up information gathering.
Proactively assists Officers to develop deposit and treasury proposals including proposal document preparation and modeling of account analysis fee proforma.
Monitor monthly exception reports and coordinate renewals.
Prepare and schedule account reviews for business clients.
The successful candidate should have:
Associate's degree in business related field or equivalent work experience
Superior customer service skills
Demonstrated aptitude and curiosity for technology and systems, including emerging tools such as AI; ability to quickly learn, adapt, and leverage digital solutions to drive efficiency and innovation.
Must type proficiently with a high degree of accuracy.
Excellent interpersonal skills and written and verbal communication skills.
Ability to handle pressure of meeting deadlines.
Experience the Total Rewards Great People Deserve
As a recognized Top Workplace, we know taking care of our employees and their families directly impacts their success and the success of our company. As part of the Total Rewards package, we take pride in offering eligible employee benefits which include:
Comprehensive Health, Dental, and Vision plans
Competitive compensation, with a focus on professional development and internal mobility
Paid vacation time (15 days minimum per year)
Paid sick leave (6 days per year)
1 day paid volunteer time
10 paid holidays (annually)
Paid parental leave
401(k) program with company matching, plus additional profit sharing contribution
Performance based annual incentive program
Free and confidential Employee Assistance Program
Wellness programs
Education Assistance Program
Employee Stock Purchase Program
Plus many other perks and benefits!
Compliance Statement
First Business Bank participates in the E-Verify program. Know Your Right to Work English and Spanish.
First Business Bank is an Equal Opportunity Employer, including Veterans and Individuals with Disabilities.
If you require a reasonable accommodation for any part of the employment process, please email
[email protected].
Auto-ApplyNon-QM Income Specialist
Remote
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 Non-QM Income Specialist is responsible for the first level of qualification for any borrower seeking a loan through CrossCountry Mortgage LLC. This position will review completed loan applications and documentation from the Loan Originator and pre-qualify all applicants according to published guidelines. The Income Specialist will alert the LO and support staff to potential problems in a loan. Once a loan is pre-qualified, the Income Specialist is responsible for the assessment of qualification.
This position operates within Mountain and Pacific time zone working hours to support the Pacific region.
Job Responsibilities:
Perform an in-depth review of at least 75 proposed transactions per month.
Reference a wide variety of income and asset documentation when assessing a loan application; determine borrower income based upon lending guidelines.
Evaluate a purchase contract and determine borrower's income, assets, liabilities, and obligations from the following document types:
Income documentation including, but not limited to, paystubs, 1040's, 1120's,1065's, W-2's, 1099's, K-1's, social security, disability, and annuities.
Checking accounts, savings accounts, mutual funds, IRA's, 401k's, insurance plans, stock and bond portfolios.
Credit report and supporting documentation as it pertains to bankruptcy, foreclosure, short sale, public records, and depth of credit.
Obtain and review required loan documentation to assess whether the loan conforms with published guidelines.
Acquire borrower and third party documentation through clear and concise communication for Conventional, FHA, VA, purchase and refinance transactions in a manner that is consistent with all company policies and procedures as well as all regulatory requirements.
Perform credit report analysis.
Communicate calculations employed to pre-qualify the applicant and impart all essential information on assessment and analysis utilized.
Understand and utilize debt-to-income ratio analysis.
Provide excellent customer service by effectively communicating and cooperating with all internal and external customers.
Maintain up to date knowledge of and ensure compliance with changes in published guidelines, policies, and procedures, standards and regulations applicable to the company and the mortgage industry.
Qualifications and Skills:
Bachelor's degree in business, finance, or relevant field, preferred.
NMLS License under the S.A.F.E. Act of 2008, preferred.
A minimum of 5 years' experience as a Loan Processor, Loan Officer, or Underwriter in the mortgage industry.
Proficient in Encompass, AllRegs, Desktop Underwriter, Loan Product Advisor, LoanBeam and industry standard income worksheets for self-employed applicants and wage earners.
Knowledge of conventional and government lending guidelines and the ability to apply such guidelines to unique loan scenarios.
Excellent problem solving skills.
Excellent communication skills.
Integrity in handling highly sensitive and confidential information.
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:
Base Pay: $28.00-35.00
Bonus: Eligible for per file bonus incentive
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 (“Protected Characteristics”). 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 ***************************
Auto-ApplyEFT Support Specialist
Sandusky, OH jobs
The EFT Support Specialist serves as a Subject Matter Expert (SME) for multiple functions within the EFT Services department. Core responsibility includes reading, interpreting, and responding to various types of legal orders served to the bank. The ability to ensure timely and accurate responses is critical to success. Other key responsibilities include supporting the EFT Services team processing various ACH returns, coverage for various wire transfer duties, and completing departmental help desk tickets. Instrumental in driving outcomes, attention to detail, good problem-solving skills, and accuracy working in a time sensitive environment are essential skills for candidates considering this role.
Key Accountabilities, Responsibilities and Expectations:
Court Orders Processing:
Manage and ensure timely responses to garnishments, levies, and child support orders in compliance with regulatory requirements and internal policies.
Review transaction history to confirm federally protected funds are not garnished.
Scan and maintain electronic records of all court order documentation.
Submit documents to EFT Services Manager for final review on orders requiring funds.
Update the Bank's Core Processing Application to reflect bankruptcy notices.
Subpoena Processing:
Receive, review, and log subpoena orders in compliance with regulatory requirements and internal policies.
Research and compile documentation required to fulfill subpoena requests.
Review and redact personal identifying information not relevant to the request.
Submit finalized documents to Records Custodian for review and approval.
Maintain both electronic and paper records for subpoena orders.
ACH/Wire Processing:
Daily processing of incoming and outgoing domestic and international wires.
Research and post incoming ACH return items, complete research and corrections related to customer ACH inquiries.
Processes ACH deceased returns and reclamations.
Daily reconciliation of various ACH internal and general ledger accounts
Daily research and correcting transactional errors.
All other duties assigned and any activities that support the key accountabilities.
Requirements:
Qualifications, Knowledge and Skills:
Two years' experience in bank operations, or other related experience.
High School Diploma or equivalent, with office administrative skills or certification.
Strong customer service and problem-solving skills and demonstrated ability to respond to inquiries with tact, diplomacy and patience in a time sensitive environment.
Exceptional organization, time management and follow-up skills. Attention to details and accuracy required.
Excellent interpersonal skills and ability to communicate effectively with customers, bank employees and outside service providers.
Ability to follow detailed instructions and a wide range of procedures requiring sound judgement.
Must have proficient typing and computer skills, specifically Microsoft Word and Excel and the ability to navigate computer programs.
Possess the ability and desire to cross train in many different job duties within the department.
Physical Requirements:
Work involves eye strain due to the constant use of computer screens, reading of reports and so forth.
Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions.
Work involves lifting and moving files of up to 15 lbs.
Work involves ability to read, hear, write, and communicate professionally both in person and via telephone, and sitting for long periods at a time.
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.
PI995ea837ab31-31181-39121719
Digital Support Specialist
Jacksonville, FL jobs
Job Description
Nymbus (******************** isn't just a leader in fintech; we're a community of innovators passionate about reimagining banking. Our award-winning modern core platform and cloud based technology serve as the backbone for financial institutions eager to modernize and excel.
Here, you won't just be part of a tech revolution; you'll be at the helm, driving change. You'll fit right in if you're a creative thinker eager to lessen technical debt and elevate agility for banks and credit unions. Our culture thrives on collaboration, integrity, and a client-first approach.
Your journey with us won't simply advance your career; it will offer the chance to shape an industry alongside like-minded professionals. We're excited to consider you a key player in this transformative chapter. Thank you for contemplating a role with Nymbus.
WORK ENVIRONMENT:
We are a remote first company. This role, as most of our positions, is remote. You may be required at times to visit client sites or attend meetings at designated locations.
POSITION SUMMARY:
The Digital Support Specialist supplies a multi-faceted approach to providing support for our Launch clients. Digital Support Specialists will be responsible for monitoring, reviewing and approving customer applications submitted through our retail account onboarding platforms. A Digital Support Specialist will demonstrate good decision making abilities, mitigate risk and ensure contractual Service Level Agreements are adhered to.
This role also serves a part of the Digital Support Team by fielding all incoming customer phone calls and various forms of digital communication from Nymbus Launch clients. This position is responsible for solving customer issues, performing various account maintenance requests and providing additional support as necessary to create a seamless one touch resolution for each customer. This role also requires a high level of dedication to providing excellent customer service both over the phone and through various digital channels. This position requires schedule flexibility in order to meet the Company's scheduling demands of a 24/7/365 Contact Center.
ESSENTIAL JOB FUNCTIONS/RESPONSIBILITIES:
Efficiently answer inbound calls, secure messages and other communications from digital bank clients.
Accurately manage communication for new digital bank customers related to new account onboarding.
Solve problems and answer questions; listen to and anticipate clients' needs in order to completely and accurately resolve their issue on first contact, reporting problems in systems and identifying client impacting situations proactively.
Utilize numerous programs and systems to investigate, troubleshoot and resolve client tickets and inquiries.
Actively participate in testing of bank environments, validation of data and use of systems to adequately verify new code and enhancements are fully vetted.
Monitor Digital Bank applications and decision based on structured account onboarding procedures while adhering to respective regulations and policies.
Complete all transactions with accuracy and within guidelines, policies or procedures, exercising discretion and independent judgement.
Develop oneself professionally by participating in training, engaging in self improvement initiatives and skill-building activities to enhance product knowledge, systems knowledge, sales and client relations skills.
Actively participate in coaching and feedback sessions by setting goals and achieving results.
Proactively take advantage of opportunities to become more involved with job training on processes or procedures through daily job functions.
Perform all other related duties as required or assigned.
QUALIFICATIONS:
Associate's Degree or equivalent experience in a related field.
2+ years of relevant experience in the financial industry.
Heavy Call Center experience OR experience working within a Bank or Credit Union in a customer service role (Bank Teller, etc.).
Working knowledge of computer hardware and software systems, and diagnostic utilities.
Expert communication and documentation skills, both verbal as well as written.
Strong technical training skills and detail oriented.
Exceptional interpersonal and client engagement skills.
Proven analytical and problem solving abilities.
Ability to prioritize work to meet deadlines.
Maintain flexibility in schedule to allow for occasional travel.
SALARY & BENEFITS:
Hourly pay: $23.00, with a premium for bilingual (English/Spanish) candidates.
Annual Cash Bonus and Equity Options commensurate with the role level and experience.
Fully Remote.
Robust 401(k) plan with company match.
Insurance - Health, Dental and Vision (Nymbus covers 100% of the Healthcare and Basic Dental premiums).
Paid Time Off
Ready to join? We invite you to watch this video and learn who we are and how we build and innovates together!
Let's Go!
Treasury Management Support Specialist
Columbus, OH jobs
We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business.
About the role: The Treasury Management Support Specialist position is an internal and external client service support position that includes the management of an assigned portfolio of Treasury Management clients.
What you'll do:
* Meet with customers as requested to determine their financial needs, and maintain a working relationship with clients, ensuring client retention and customer satisfaction.
* Maintain expert knowledge of the Bank's Treasury Management products and services as a subject matter expert and critical support resource for internal staff and clients alike.
* Perform tasks related to the setup of customer accounts, including account opening and implementation of treasury management services, maintaining reporting and tracking related to sales and fee income as needed.
* Help develop presentations for new customers detailing how the bank can serve their business's depository account needs.
* Collaborate effectively with client services and sales staff to cross-sell treasury management products and increase fee income, while also working to uncover opportunities for referrals for other lines of business.
* Possess a deep understanding of product features to handle customer requests related to treasury management services, which can range from remote deposit capture to automated clearinghouse (ACH) transfers.
* Carry out client service and administrative functions, including but not limited to account analysis, sweep set up, and other basic transaction and maintenance items.
What We Offer:
* Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility.
* Professional development opportunities including educational/training opportunities
* "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting
* Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!)
* Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources
* One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success
Loan Support Specialist - Central
Cleveland, OH jobs
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 Loan Support Specialist is responsible for providing guidance to all employees. This ranges from answering “how-to” questions, providing advanced guidance on the use of loan origination systems and solving technical issues related to mortgage systems. The Loan Support Specialist creates procedures for leveraging support resources and develops self-help documentation and resources. This position is the central point of contact for Loan Officers and Loan Processors in need of assistance with lending activities and collaborates with subject matter experts in Underwriting, Closing, Secondary, Compliance, IT, and other departments to provide that assistance.
Job Responsibilities:
Provide daily loan support for all company employees via a ticketing system, inbound phone calls, email and in person for all company systems and software.
Provide guidance and troubleshooting assistance to Loan Officers, Loan Processors, Underwriters and others on the usage of loan origination systems and services.
Assist Loan Officers and Loan Processors in finding answers regarding loan eligibility and lending guidelines.
Responsible for loan level administrative tasks within the loan origination system.
Track tasks, activities and time spent within the ticketing system.
Provide customer service in person, on the phone and via ticketing system.
Collaborate among team members.
Qualifications and Skills:
Associate's degree or equivalent combination of education/experience; bachelor's degree, preferred.
Minimum 2 years' experience as a Loan Processor or Loan Officer in the mortgage industry, preferred.
Minimum 3 years' experience using Encompass360 Banker's Edition in a production role, preferred.
Minimum 2 years' experience providing direct support to employees or customers, preferred.
Experience utilizing a ticketing system to handle Loan Support questions, preferred.
Knowledge of mortgage loan origination activities, loan programs, and regulatory requirements.
Knowledge on the use of verification, credit, appraisal, title, pricing, and automated underwriting services as they relate to mortgage loan origination.
Excellent customer service skills.
Proficient in Microsoft Word, Excel, 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:
Hourly Rate: $20.00-$23.00
This position is bonus plan eligible
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 (“Protected Characteristics”). 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 ***************************
Auto-ApplyAccounting Support Specialist
Cincinnati, OH jobs
Do you have a gift for numbers? Do people turn to you for help with their finances because it just makes sense to you? Do you find fulfillment from solving tough problems? LCS is seeking detail-oriented, accurate Accounting Support Specialists in Cincinnati, Ohio to become experts on our software and resolve customer issues in our Product Support department. Our customers rely on Rent Manager Property Management Software to keep their business up and running. Whether it's an issue with a balance sheet, a bank reconciliation, the general ledger, or finding misallocated money, our customers will rely on your knowledge and software support to get their problems solved.
If becoming an expert in a new field and using your knowledge to troubleshoot problems excites you, then apply today!
Responsibilities
* Assist customers with accounting questions and issues relating to our property management software, Rent Manager.
* Conduct remote sessions with customers to resolve software issues as necessary.
* Provide guidance and best practices to those utilizing our Rent Manager application.
* Provide superior customer service to our end users over the phone and via email.
* Document and track status of all issues in a timely fashion within our ticketing software.
* Work in conjunction with internal departments to improve processes and customer satisfaction.
Requirements
* High School diploma required; associate degree in Accounting, Finance, or related field preferred
* Minimum 2 years of experience in help desk, customer support, or customer service roles
* Foundational understanding of Generally Accepted Accounting Principles (GAAP), bookkeeping, and financial statements
* Experience using financial software such as QuickBooks, ERP, SAP, Sage, NetSuite, or Quicken
* Proficiency in Microsoft Excel and other Microsoft Office applications
* Hands-on experience with one or more of the following: payroll, reconciliations, general ledger accounts, tax returns, fixed assets, financial data, or profit and loss statements
* Excellent attendance and personal accountability
* Self-starter with the ability to stay motivated independently
* Strong attention to detail and accuracy in work
Benefits
* Health, dental, & vision insurance
* Wellness program with rewards for healthy activities
* 401(K) with employer match
* Annual company bonus
* 10 paid company holidays
* Paid time off
* Life insurance
* Paid medical leave/disability insurance
* Paid parental leave
* Contemporary office building, wooded campus with nature trail
* On-site fitness center
* One of Cincinnati's "Top Places to Work"
* Hybrid work schedule available; 50% in the office, 50% remote
About LCS
London Computer Systems (LCS), based in Cincinnati, Ohio, provides businesses with critical software and technology solutions. Since 2012, LCS has been consistently recognized as a Top Workplace with a supportive culture that fosters collaboration and authenticity. We also love having fun-from on-site food trucks and game rooms to trivia and sports teams, there are plenty of ways we make the workday exciting. Our high-tech office is designed to support many working styles, with hybrid work schedule options available.
Candidates must live in the Greater Cincinnati area or be willing to relocate.
LCS is an Equal Opportunity Employer.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
Email communications from LCS may appear in Junk, Spam, or Promotions (Gmail) email folders. We recommend checking all email folders while communicating with us.
️Candidates who are currently students and will graduate by December 2025 are encouraged to apply.
#LI-Hybrid
#L9C1S40
Job Type: Full-time
Expected hours: 40 per week
Schedule:
* 8 hour shift
* Day shift
* Monday to Friday
* 10am - 7pm
Work Location: Hybrid remote in Cincinnati, OH 45249
MERS Specialist
Cleveland, OH jobs
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 MERS Specialist is responsible for processing and overseeing all MERS activations, transfers, and monthly reconciliations. This role obtains and retains all documents for MERS audits and annual reports as required under the current MERS guidelines. The MERS Specialist assists in the day-to-day operations of the Post Closing Department by performing tasks and functions to aid in the continued movement of loans through post-closing channels.
Job Responsibilities:
Work from the LOS system to identify funded loans that require MERS activation.
Activate all MERS applicable loans within the acceptable timeline and upload supporting documentation to the loan file.
Perform loan data entry and report date of activation within the LOS system.
Access and pull reports from the MERS website.
Review and reconcile MERS reports to identify and cure all discrepancies between the MERS system and the current servicing LOS system.
Perform required research and follow through on reconciling MERS reported information between MERS and the LOS system as required.
Perform monthly reconciliations between the MERS and sub-servicing system of record utilizing the compare report and address to cure differences identified and track all edits.
Perform all required system maintenance as needed.
Obtain daily Purchase Advices for loans sold service released to perform TOS/TOB of servicing and beneficiary rights within MERS guidelines.
Perform the servicing transfer on agency loans held with sub-servicer(s).
Work with the delivery analysis team to work through challenging loans for loan delivery.
Assist in tracking and researching suspense fees incurred as a result of delivery and purchase delays.
Create, process, and ship assignments of mortgages.
Assist post-closing management with projects and assignments within the department.
Qualifications and Skills:
High school diploma or equivalent.
2+ years of experience in recent mortgage closing or post-closing activities.
Extensive knowledge of MERS, Inc. guidelines and system requirements with proven history of MERS compliance standards achieved.
Experience with Encompass.
Experience with Dovenmuehle (DMI) for sub-servicing.
Proficient with Microsoft Office applications.
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.
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 (“Protected Characteristics”). 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 ***************************
Auto-ApplyOnboarding Specialist
Cleveland, OH jobs
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 Sr. Branch Onboarding Client Specialist is responsible for providing organizational support to our Branch Onboarding team. This role assists in the Lease Review Process working with CCM's Legal and Accounting departments and provides support through the onboarding process to the internal team and new teams joining CCM. The Sr. Branch Onboarding Client Specialist collaborates with multiple third-party vendors and internal departments to maintain services while supporting the Onboarding Department.
Job Responsibilities:
Assist in pipeline management of all leases.
Assist in preparing leases for Legal review.
Facilitate communication between internal departments, landlords, brokers, and property management companies.
Request funds for security deposits and rent payments.
Send closing packages to finalize the lease agreements.
Request and issue the insurance certificates with property management companies.
Audit all insured locations quarterly.
Establish vendor accounts for all branch locations.
Ensure all leases and vendor relationships are effective for all branch locations.
Assist in pipeline management of the branch onboarding pipeline.
Assisting in completing required tasks for the onboarding process.
Qualifications and Skills:
High School Diploma or equivalent.
3+ years of experience in Paralegal, Accounts Payable, Billing or equivalent work.
Experience with Sales Force, preferred.
Experience with Workday, preferred.
Exceptional communication and customer service skills.
Problem-solving skills to resolve challenges, ensuring timely resolution of any discrepancies or issues.
Skill in anticipating needs, taking initiative, and maintaining accuracy in high-volume environment.
Collaboration skills to support team culture while maintaining professionalism and enthusiasm in daily interactions.
Proficient with Microsoft including Word, Excel, 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.
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 (“Protected Characteristics”). 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 ***************************
Auto-ApplyCollateral Specialist
Cleveland, OH jobs
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 Collateral Specialist is responsible for completing functions related to the closing of loan applications.
Job Responsibilities:
Receive all incoming original signed closing documents from settlement and escrow agents.
Scan all original closing packages daily.
Perform accurate and timely input of required collateral shipping fields in LOS system.
Maintain familiarity with residential mortgage documents.
Work directly with processing, closing, and settlement agents.
Qualifications and Skills:
Knowledge of mortgage loan documents.
Knowledge of Ellie Mae Encompass 360, preferred.
Excellent communication skills and customer service skills.
Excellent attention to detail and organizational skills.
Proficient in Microsoft Word and Excel.
Must be able to stand for long periods of time and lift up to 25lbs.
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.
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 (“Protected Characteristics”). 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 ***************************
Auto-Apply