Post job

Loan Servicing Specialist jobs at J.P. Morgan - 545 jobs

  • Loan Closing Specialist II

    City National Bank 4.9company rating

    Charlotte, NC jobs

    WHAT IS THE OPPORTUNITY? The Loan Closing Specialist (LCS) is responsible for the completion of due diligence associated with the commercial loan documentation and closing process. The LCS works from the instructions of the Regional or Industry Closing Managers.The LCS will be the primary data entry person within nCino and will be responsible for reviewing the boarding activity within AFS and Collate to ensure accurate boarding of loans. They will also be responsible for communicating accurately and timely the funding information to the funding team. WHAT WILL YOU DO? * Interacts and communicates daily with Regional Closing Manager (RCM) or Industry Closing Manager (ICM) to ensure requirements are understood and met. * Works with RCM or ICM to review loan documents and identify shortfalls. * For internally prepared and attorney prepared loans, communicates to RCM or ICM that their tasks have been completed. * Participates in the review of loan documents and notifies RCM or ICM of any issues or changes. * Conducts initial review of Credit Approval Memo and loan documents and identifies discrepancies. Escalates to RCM or ICM for resolution. * Review Boarded deals for accuracy * Participates in Quality Control testing of Outside Counsel documents * Work with CLO in the boarding and funding of loans * Interacts and communicates daily with RCM or ICM to ensure requirements are understood and met. * Works with RCM or ICM to review loan documents and identify shortfalls. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 3 years experience in Commercial Banking required. * Minimum 2 years experience with closing loans. *Additional Qualifications* * Project Management skills, ability to prioritize tasks and adapt to changing priorities * Organizational and time management skills * Recommended experience: Prior closing experience, credit experience or understanding of experience * Understanding of bank policies and procedures relating to the satisfaction of loan closing conditions, documents, and services *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $28.58 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-ST \#LI-ST1
    $28.6-45.7 hourly 48d ago
  • Job icon imageJob icon image 2

    Looking for a job?

    Let Zippia find it for you.

  • Loan Setup Specialist / Pre-Underwriting Analyst

    Pennymac 4.7company rating

    Carrollton, TX jobs

    PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Loan Setup Specialist / Pre-Underwriting Analyst is responsible for reviewing, structuring, and setting up mortgage loan files prior to submission to underwriting. This role ensures all required documentation is complete, accurate, compliant, and properly structured to support an efficient underwriting review and reduce rework, conditions, and escalations. The Loan Setup Specialist / Pre-Underwriting Analyst will: Review incoming loan files for completeness, accuracy, and compliance with company policies, investor guidelines, and regulatory requirements. Validate loan structure, including loan program eligibility, product selection, occupancy, property type, and transaction purpose. Analyze borrower documentation such as income, assets, credit reports, and liabilities to ensure accuracy and consistency. Identify missing, incorrect, or conflicting information and request appropriate documentation or corrections. Set up loan files accurately in the loan origination system (LOS) prior to underwriting submission. Ensure disclosures, fees, and credits align with loan structure and compliance standards. Review appraisals, AVMs, and property documentation for accuracy and guideline alignment when applicable Collaborate with Loan Officers, Brokers, Account Executives, and internal teams to resolve issues and prevent delays. Document clear, concise notes within the loan file to support underwriting review. Adhere to service-level agreements (SLAs), productivity goals, and quality standards. Follow all company policies, procedures, and regulatory requirements at all times. The Loan Setup Specialist / Pre-Underwriting Analyst performance expectations: Consistently meet or exceed daily production and quality benchmarks. Maintain low error and rework rates. Demonstrate adherence to schedules, SLAs, and company policies Maintain professional conduct and effective collaboration with internal and external partners. Work Environment for the Loan Setup Specialist / Pre-Underwriting Analyst: Office or remote work environment, depending on business needs. Extended periods of computer use. Fast-paced, deadline-driven production environment. What You'll Bring High school diploma or equivalent required; college coursework in finance, business, or related field preferred. 1-3 years of experience in mortgage processing, underwriting support, loan setup, or a related role. Prior experience reviewing income, assets, and credit documentation preferred. Strong understanding of mortgage loan products (Conventional, FHA, VA, USDA, Non-QM as applicable). Working knowledge of underwriting guidelines and pre-underwriting review standards High attention to detail and strong analytical skills. Ability to identify risk, discrepancies, and guideline conflicts early in the process. Effective written and verbal communication skills. Strong time management skills with the ability to meet production goals in a fast-paced environment. Proficiency with loan origination systems (e. g. , Encompass) and mortgage documentation. Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $39,000 - $55,000 Work Model OFFICE
    $39k-55k yearly Auto-Apply 25d ago
  • Loan Closing Specialist II

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? The Loan Closing Specialist (LCS) is responsible for the completion of due diligence associated with the commercial loan documentation and closing process. The LCS works from the instructions of the Regional or Industry Closing Managers.The LCS will be the primary data entry person within nCino and will be responsible for reviewing the boarding activity within AFS and Collate to ensure accurate boarding of loans. They will also be responsible for communicating accurately and timely the funding information to the funding team. WHAT WILL YOU DO? * Interacts and communicates daily with Regional Closing Manager (RCM) or Industry Closing Manager (ICM) to ensure requirements are understood and met. * Works with RCM or ICM to review loan documents and identify shortfalls. * For internally prepared and attorney prepared loans, communicates to RCM or ICM that their tasks have been completed. * Participates in the review of loan documents and notifies RCM or ICM of any issues or changes. * Conducts initial review of Credit Approval Memo and loan documents and identifies discrepancies. Escalates to RCM or ICM for resolution. * Review Boarded deals for accuracy * Participates in Quality Control testing of Outside Counsel documents * Work with CLO in the boarding and funding of loans * Interacts and communicates daily with RCM or ICM to ensure requirements are understood and met. * Works with RCM or ICM to review loan documents and identify shortfalls. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Bachelor's Degree or equivalent * Minimum 3 years experience in Commercial Banking required. * Minimum 2 years experience with closing loans. *Additional Qualifications* * Project Management skills, ability to prioritize tasks and adapt to changing priorities * Organizational and time management skills * Recommended experience: Prior closing experience, credit experience or understanding of experience * Understanding of bank policies and procedures relating to the satisfaction of loan closing conditions, documents, and services *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $28.58 - $45.66 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $28.6-45.7 hourly 48d ago
  • Specialist, Loan Set-Up, Wholesale, II

    Carrington Mortgage 4.5company rating

    Remote

    Come join our amazing team and work Remote ! Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system. Perform all duties in accordance with company policies and procedures and all state and federal regulations. The target pay range for this position is $38,000.00 to $50,000.00. What you'll do: Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file. Enter or verifies information into loan origination system. Reviews new loan documentation to assure accuracy. Submits file to Wholesale Account Manager for processing. Assists departmental support staff when necessary What you'll need: Maintains moderate confidential information concerning loan applicants. Requires some organizational skills and ability to work on several files simultaneously. Requires some communication with internal office staff Moderate coordination for various duties required. Office machines such as computer, copiers, fax machines Sitting for extended time periods. Hearing and vision within normal range. Ability to handle detailed assignments. Ability to organize and prioritize workload and meet deadlines. Moderate computer skills and working knowledge of Microsoft Office products High school diploma or equivalent work experience. Two to four years loan setup experience Our Company: Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: **************************** What We Offer: Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. Customized training programs to help you advance your career. Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. Educational Reimbursement. Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
    $38k-50k yearly Auto-Apply 48d ago
  • Specialist, Loan Set-Up, Wholesale, II

    Carrington Mortgage Services, LLC 4.5company rating

    Remote

    Come join our amazing team and work Remote ! Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system. Perform all duties in accordance with company policies and procedures and all state and federal regulations. The target pay range for this position is $38,000.00 to $50,000.00. What you'll do: * Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file. * Enter or verifies information into loan origination system. * Reviews new loan documentation to assure accuracy. * Submits file to Wholesale Account Manager for processing. * Assists departmental support staff when necessary What you'll need: * Maintains moderate confidential information concerning loan applicants. * Requires some organizational skills and ability to work on several files simultaneously. * Requires some communication with internal office staff * Moderate coordination for various duties required. * Office machines such as computer, copiers, fax machines * Sitting for extended time periods. * Hearing and vision within normal range. * Ability to handle detailed assignments. * Ability to organize and prioritize workload and meet deadlines. * Moderate computer skills and working knowledge of Microsoft Office products * High school diploma or equivalent work experience. * Two to four years loan setup experience Our Company: Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: **************************** What We Offer: * Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed. * Access to several fitness, restaurant, retail (and more!) discounts through our employee portal. * Customized training programs to help you advance your career. * Employee referral bonuses so you'll get paid to help Carrington and Vylla grow. * Educational Reimbursement. * Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
    $38k-50k yearly 23d ago
  • Loan Origination Specialist IV

    Jpmorganchase 4.8company rating

    Columbus, OH jobs

    Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. Job responsibilities Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. Required qualifications, capabilities, and skills Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. Preferred qualifications, capabilities, and skills Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution. Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives. Same Posting Description for Internal and External Candidates
    $74k-120k yearly est. Auto-Apply 32d ago
  • Loan Origination Specialist IV

    Jpmorgan Chase 4.8company rating

    Columbus, OH jobs

    Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution. As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth. **Job responsibilities** + Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards. + Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively. + Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction. + Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness. + Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements. **Required qualifications, capabilities, and skills** + Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations. + Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions. + Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions. + Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust. + Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes. **Preferred qualifications, capabilities, and skills** + Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution. + Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. + Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. + Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. + Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. + Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives. Same Posting Description for Internal and External Candidates JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $74k-120k yearly est. 31d ago
  • Loan Boarding Specialist-Collateral

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? This position is responsible for the review and analysis of loan boarding packages for commercial and consumer loans and booking collateral to the Collateral Management System. Acts as liaison with Closing Department to resolve collateral matters pre and post boarding. This position will handle moderate to complex collateral issues and will work independently with minimal guidance from Supervisor or Assistant Supervisor. WHAT WILL YOU DO? * Performs collateral reviews and identifies exceptions * Ensures that Demands and Reconveyances tracking is in conformity with regulatory/government requirements. * Updates the Collateral Tracking System * Fulfills internal requests for collateral review and document preparation * Responsible for ensuring compliance with assigned Bank policies and procedures relating to collateral perfection and monitoring. * Processes, solves and answers simple to complex collateral related issues. * Responsible for data integrity of Collateral Management System. * Maintains a proficient knowledge of applicable banking and RESPA rules and regulations. * Manage Special Projects independently. * Maintain a proactive, committed approach to such programs as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years of experience working in documentation or a bank servicing department * Minimum 3 years of experience in analyzing loan documents and credit approval documents. * Minimum 2 years of experience with MS Office Suite *Additional Qualifications* * Knowledge of terminology and documents, related to the perfection and retention of collateral (e.g. real estate, Security Agreement and UCC filings, etc.). * Must be able to process and handle large volumes ensuring quick turnaround * Familiarity with the CFPB, RESPA and Article 9 * Education: Associates Degree or higher. * Strong Microsoft Office suite knowledge, * Strong math/accounting, data analysis and business writing skills * Strong research and analytical skills * Ability to quickly adapt to and become proficient in disparate loan processing systems * Candidate for this position must be able to analyze commercial and consumer notes and credit memorandum. Candidates must have a strong documentation and collateral background *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#CA-ST \#LI-ST1
    $24.5-36.7 hourly 60d+ ago
  • Loan Balancing Specialist

    City National Bank 4.9company rating

    Los Angeles, CA jobs

    WHAT IS THE OPPORTUNITY? This position is responsible for balancing and reconciling all "pass-through" loan accounts. Responsibilities include reconciling loan and lease control accounts, revolving credit "in-process" account, asset and liabilities suspense accounts, clearing all posting rejects and non-posts, and correcting transactions as needed. WHAT WILL YOU DO? * Researches and reconciles simple to moderate out of balance conditions for all loan accounts on FIS. Researches and balances individual loan processor's transactions, when applicable, and passes any correcting entries that may be required. * Reviews FIS reports for reconcilement of loan asset account balances. Researches and passes any correcting entries that may be required. * Reviews and reconciles daily designated DDA "bank control" accounts (e.g., ACH payments, consumer loan closing costs, etc.), GL transaction accounts (e.g., Cash Item Holdovers, East Coast Fundings, Colson Payable, SBA Repurchase payables). * Reconciles daily suspense resources, suspense liabilities and undisbursed borrower's funds. * Maintains ledger files, balancing, reconcilement and GL records per internal guidelines, and processes transactions related to bulk mortgage loans. * Provides support when needed for AFS reconcilement and all other duties as assigned. * Maintains a proactive commitment to established bank programs, such as Community Reinvestment Act (CRA) and Affirmative Action. * Complies fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.). WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years commercial loan processing experience * Minimum 2 years of experience in balancing pass through accounts and interface applications * Minimum 2 years of basic accounting experience *Additional Qualifications* * Working knowledge and understanding of the accounting processes * Knowledge of Interface relationship from FMS, Deposits, POD items, etc. is critical to the balancing function. * Solid problem solving and extensive knowledge of financial calculations required. * Ability to review and reconcile a heavy volume of transactions and provide solutions to most problems. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $24.5-36.7 hourly 26d ago
  • Credit Administration Loan Specialist III

    Vast Bank 3.9company rating

    Tulsa, OK jobs

    Vast Bank is looking to hire a Credit Administration Loan Specialist III Since February of 1982, we've been a locally-owned and independent financial institution that has served customers in Northeast Oklahoma and beyond. Our deep roots in the community and commitment to personal service have enabled us to grow alongside our customers, creating conveniences and solutions to fit unique problems and lifestyles. For over 35 years, we've built a legacy on personal service, flexibility, strength, and integrity. Now, with bold leadership and a renewed commitment to customer-centricity, we're aiming higher for the next 35 years. New ideas, strong partnerships, and modern technology will accompany a winning culture to deliver more control and a surprisingly easy banking experience. We're a company that believes in taking care of the people who make working here possible. In addition to competitive compensation, we offer a leading employee benefit package: Comprehensive benefits package & 401(k) match Professional development- opportunities for advancement! Tuition assistance Transit reimbursement Paid time off & more! Qualifications Summary Of Role The Loan Specialist III is responsible for producing loan documents and reviewing closed loan documents. Individuals in this role are responsible for preparing commercial, consumer, and consumer real estate loan documents to support the legality of the loan transactions. They also ensure the required documentation has been obtained and properly executed for closed loans. In addition, the Loan Specialist ensures that all collateral is properly perfected and that the loan was prepared in accordance with the terms and conditions that were approved. Commercial loan types include real estate secured loans, land trust mortgage loans, asset-based lines of credit, secured term loans, letters of credit and complex credits involving tenants-in-common loans, attorney- prepared loans and syndicated and participated credits Major Duties and Responsibilities Produces all documents for loans (using LaserPro), ensuring adherence to all approved terms and conditions and proper perfection of all collateral within requested turnaround time. Reads and interprets approved credit memos to determine type and structure of the loan in order to correctly identify and produce loan documents that accurately represent the loan commitment and terms offered to the borrower. Prepares early disclosures, renewal/modification documents and payment extension documents, in addition to new loan documents. Reviews and validates all documentation related to the loan for accuracy, completeness and compliance with lending laws and regulations. Reviews all documents for adherences to all approved terms and conditions and all monitoring requirements and loan covenants. Interacts and works with the lending staff to address and identify any discrepancies and/or deficiencies in the closing documents and addresses concerns/questions to develop solutions. Reviews and validates documentation collected by lending staff (i.e., lien/UCC searches, title searches, titles, certificates of ownership, flood determinations, etc.) to check for accuracy, completeness and compliance with loan approval. Plans, organizes and prioritizes work to meet deadlines and to present completed documents with minimal errors or deficiencies. Creates appropriate exceptions for omitted documents and those with errors. Determines if policy exceptions and/or regulatory exceptions exist and creates the appropriate exception. Creates recurring monitoring schedules for applicable documents and ticklers and/or recurring exceptions for loan covenants or special loan terms. Provides direction, instruction, and guidance to junior credit specialists in the department. Records security documents to ensure proper perfection of collateral. Creates processing checklists to release collateral and review paid off loans for commercial transactions, commercial real estate transactions, and consumer and consumer real estate transactions. Process UCC continuations and terminations. Performs a variety of imaging duties such as verifying the quality of scanned documents, correcting, indexing, cross referencing and deleting documents. Reviews and validates recurring monitoring and covenant items related to exception clearing. Performs Hazard and Flood Insurance monitoring for real estate secured loans and processes force-placed insurance. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Knowledge & Skills Experience 3-7 years in banking, with experience in commercial lending 2-4 years' experience with LaserPro Education/Certifications/Licenses A high school degree or GED is required. Interpersonal Skills Courtesy, tact, and diplomacy are essential elements of the job. Work involves personal contact with others inside and/or outside the organization, generally regarding routine matters for purposes of giving and obtaining information, as well as advising or referring, which commonly require shorter discussions. Role Important Behavioral Skills Ability to plan, organize and prioritize work to meet deadlines. Strong communication skills to develop good working relationships and to promote cooperation and compromise among various departments. Ability to develop and maintain effective working relationships at all levels by proactively participating and contributing to a positive work environment, controlling emotions and temperament, and exhibiting courteous, respectful, and professional behavior. Ability to quickly adapt to changing environments, processes, and technologies. Technological ability and willingness to work remotely from home as required. Strong organizational skills. Ability to maintain composure under pressure or adverse circumstances, using effective strategies for managing personal stress. Ability to maintain personal and work direction when faced with ambiguity. ADA Requirements Physical Requirements Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs. Must be capable of climbing / descending stairs in an emergency situation. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on a computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable, and timely attendance. Working Conditions Must be able to routinely perform work indoors in a climate-controlled shared work area with minimal noise. Mental and/or Emotional Requirements Must be able to perform job functions independently or with limited supervision and work effectively either on your own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters. EEO Statement It is the policy of Vast Bank to afford equal opportunity in all phases of employment without regard to an individual's race, color, creed, religion, gender, national origin, age, disability, marital status, ancestry, sexual orientation, unfavorable military discharge for qualified individuals with disabilities, and for qualified disabled veterans and veterans of the Vietnam era, to the extent required by applicable local, state and federal law.
    $37k-46k yearly est. 17d ago
  • Loan Setup & Disclosures Specialist

    JMAC Lending 3.8company rating

    Costa Mesa, CA jobs

    With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs. The Opportunity: The Loan Setup & Disclosures Specialist plays a crucial role in reviewing and facilitating the setup of loan files for underwriting submission. They are also responsible for ensuring that all disclosures are properly issued and that compliance requirements are thoroughly met throughout the loan process. This is a Full-Time/Fully Remote opportunity with working hours from 8:00am-5:00pm in any US time zone Monday-Friday offering competitive pay ranging from $23.92 to $28.08 per hour. Job Duties and Responsibilities: Review/Prepare Initial Disclosures Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met. Prepare initial disclosures for client to review or issue to meet timing requirements. Review Submission Requests Review loan submission documents for completeness to submit to underwriting. Index and status submission documents accordingly. Add conditions for required items that are missing at the time of submission. Issue Notice of Incomplete Application for incomplete submission files. Review and Redisclose Change of Circumstance Review COC requests to confirm validity and determine if redisclosing is required. Redisclose disclosures within TRID timing requirements. Issue Closing Disclosures Validate Closing Disclosure requests on Doc Request Form. Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure. Confirm Closing Disclosure meets loan term requirements and compliance. Task Coordination and Communication Assist clients with disclosure and submission related issues or questions. Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests. Mail disclosures that have not been consented within TRID timing requirements. Manage pipelines and dashboards to ensure tasks are completed within turn time. Requirements Minimum two years of mortgage related role(s) Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM High School Diploma or equivalent Proficient in using mortgage loan operating software and systems Strong computer skills, including proficiency in Microsoft Office applications Excellent written and verbal communication skills for interacting with internal and external relationships High level of attention to detail Ability to manage multiple tasks and prioritize workload to meet deadlines Ability to work effectively in a team and collaborate with other departments Flexibility to adapt to changes in policies and procedures Benefits Comprehensive Health Care Package (Medical, Dental & Vision) Life Insurance Options (Basic, Voluntary & AD&D) Generous Paid Time Off (Vacation & Holidays) Retirement Savings Plan (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Wellness Support Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
    $23.9-28.1 hourly Auto-Apply 13d ago
  • Loan Servicing Representative II (1836)

    State Department Federal Credit Union 4.5company rating

    Alexandria, VA jobs

    At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more. Benefits and Perks of SDFCU Include: Diversity and Inclusion: Work in an environment that values and respects all team members Paid Holidays: Enjoy 12 paid holidays a year, including your birthday Flexible Work Options: Potential work-from-home options after the introductory period Generous Paid Time Off: Ample vacation and personal days to maintain a health work-life balance Tuition Reimbursement: Support for your ongoing education and career development Commute/Parking Incentives: Financial incentives for your daily parking Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages Gym Reimbursement: Stay healthy with our gym membership reimbursement program Team Bonding: Participate in company and team bonding events that foster a collaborative work environment Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth. State Department Federal Credit Union is seeking a Loan Servicing Representative II to support key functions in loan processing, member support, and financial counseling. Essential Duties and Responsibilities: Process monthly Moneyline review reports Process charge-offs via Episys Manage CheckSystems reporting Oversee lien recordation Title follow-up with DMVs and dealerships Support members through credit counseling and financial wellness education. Managing the BALANCE program and vendor relationship Review third-party counseling proposals Handle total loss claims Post payoff checks Prepare title documents for release. Qualifications Required Skills and Competencies: Minimum of 4 years credit union or financial institution experience related to consumer loan products and the servicing of loans and insurance products. Episys, Streamlend, MeridianLink and FDR experience are a plus. Business degree or related Credit Union, Consumer Lending experience helpful. Excellent interpersonal, verbal and written communication skills. Excellent organizational skills and attention to details. Consumer Credit Counseling Certification helpful. Ability to perform multiple tasks accurately and meet strict deadlines. Demonstrated expertise using Microsoft Office suite. Ability to work flexible hours, to include working overtime and weekend hours, with minimal advance notice.
    $24k-47k yearly est. 16d ago
  • Transactions Specialist I - Production Control Warehouse Team

    Jpmorganchase 4.8company rating

    Westerville, OH jobs

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of an innovative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I within JPMorganChase, you will be responsible for processing transactions which can include moderately complex tasks. You will be expected to adhere to established procedures and guidelines, while maintaining production targets with accuracy. This position offers opportunities to develop skills in critical thinking and problem solving while working under limited direct supervision, in a high efficiency workplace. Job responsibilities Process and clear transactions in accordance with established procedures, ensuring accuracy and efficiency. Respond to customer inquiries and requests, such as balance inquiries and account maintenance, providing a positive customer experience. Utilize automation technologies to optimize transaction processing and account servicing. Refer non-standard problems to supervisor or more senior role, adhering to the protocol for non-routine issues. Maintain up-to-date knowledge of applicable product definitions and operating procedures, including upstream and downstream process flows. Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions. Demonstrated ability to follow prescribed instructions and procedures, with minimal variance from guidelines and protocols. Developing proficiency in automation technologies, with the ability to apply these to support and implement transaction optimization initiatives. Developing proficiency in customer experience, with an understanding of how customers interact and perceive a brand or business throughout the entire customer journey. Basic skills in using data analytics to spot transaction trends and improve processes, and in using digital tools for transactions. Must be able to lift between 40-70 pounds and utilize industrial push and pull carts to move up to 200 pounds of supplies. Preferred qualifications, capabilities, and skills Beginner-level ability to handle conflicts in transactions and use automation to make processes more efficient. Basic experience collaborating with cross-functional teams to ensure accurate transaction reporting and suggest new ideas for improvement. Work Schedule: Monday - Friday 3:00 PM to 11:30 PM
    $59k-84k yearly est. Auto-Apply 6d ago
  • Transactions Specialist I

    Jpmorganchase 4.8company rating

    Westerville, OH jobs

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Insertion department you will primarily be responsible for running insertion machines to process all the statements, letters, and checks that JPMorgan Chase sends to our customers. Each day, you will stock and prepare your workstation with the correct materials needed (envelopes, mail trays, pallets, etc.), stack filled mail trays onto pallets for processing, check the quality of the products they are running, and balance each job between the good and bad pieces. Job responsibilities Operate Machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process statements and letters Validate material quality and output quality Reconcile Input vs. Output utilizing basic math Prepare batches of work by extracting checks and remittances from envelopes Input data into the system while following standard operating procedures and customer specific instructions for processing Operate Imaging/Extraction Equipment (iTRAN, IBML, OPEX 7200, OPEX 150) while validating quality of images Verify negotiability of checks through customer specific instructions for processing Lift and move mail trays weighing up to 50 pounds Make judgment calls regarding routine duties, but refer non-routine situations to a supervisor and/or manager Required qualifications, skills and capabilities Detail-oriented Good oral and written communication skills Production environment, focus around meeting deadlines You will need basic computer skills and knowledge of Microsoft applications Alpha/Numeric data entry and typing skills - with excellent accuracy Must be a team player and maintain a positive attitude Overtime is required for Month End processing Work Schedule(s): 2nd shift Monday - Friday 3:00pm - 11:30pm
    $59k-84k yearly est. Auto-Apply 4d ago
  • Transactions Specialist I - Insertion Warehouse Team

    Jpmorganchase 4.8company rating

    Westerville, OH jobs

    Join the Transactions team that is instrumental in assisting our business by supporting the routine work required to run an operation. At Chase, you will focus on business results by offering options and finding solutions to help our customers. The Transactions Specialist I work is creative, exciting, and different every day. As a Transactions Specialist I on the Insertion Team at JPMorgan Chase, you operate mail-production machinery, validate materials, and perform basic reconciliations daily. You work within Global Document Services, the firm's primary print production and distribution unit, which prints, inserts, and mails over 1.1 billion pieces annually for lines of business including Retail, Card Services, Retirement Plan Services, Private Bank, and Treasury Services. GDS produces postcards, letters, statements, checks, invoices, and marketing materials from internally composed documents and Output Systems. The team also coordinates, reviews, and extracts data files from various business lines to enable accurate, large-scale mail distribution. Job Responsibilities Operate Pitney Bowes and Bell and Howell high-speed insertion equipment daily to process statements and letters. Validate material quality and output quality on an ongoing basis. Reconcile input versus output using basic math. Required qualifications, capabilities, and skills Lift 40-70 lbs and deliver 200 lb supplies using industrial pull/push carts. Work overtime as needed, including holidays and weekends. Stand and walk for 8 to 10-hour shifts. Meet and maintain quality and productivity standards. Adapt to changes in the work environment, including daily directives from leadership, changes to standard operating procedures, and new technology. Collaborate as a team member with strong interpersonal skills; maintain positive internal and external interactions and build team-driven success. Prioritize assigned work daily based on client service level agreements; participate in and maintain departmental work area maintenance. Preferred qualifications, capabilities, and skills Bring experience in mail distribution or transaction processing. Leverage familiarity with industrial equipment and technology integration. Thrive in fast-paced, client-focused environments. Demonstrate ability to support multiple lines of business. Work Schedule: Monday - Friday; 11:00PM - 7:30AM Candidates must be willing and able to work schedules during our operating hours, which may include evenings and weekends. Specific schedule information will be provided by the Recruiter. This position requires that you attend trainings as scheduled. Training hours may not coincide with your regularly scheduled hours.
    $59k-84k yearly est. Auto-Apply 12d ago
  • Transactions Specialist I - Plastics Warehouse

    Jpmorganchase 4.8company rating

    Westerville, OH jobs

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers, and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist I in the Plastics department you will be responsible for operating equipment to process retail and credit cards for Chase customers. You will also be responsible for creating turn over reports on the daily production for the department and creating truck manifests for outbound products. JPMorgan Chase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providing a wide variety of products including postcards, letters, statements, checks, invoices, and marketing material originated from its internal composition team as well as documents created by Output Systems. Job responsibilities Operate machines such as Pitney Bowes and Bell and Howell high speed insertion equipment to process retail and credit cards Validate daily material quality and output quality Reconcile Input vs. Output utilizing basic math Create manifest and production turn over reports Required qualifications, capabilities, and skills Lift 40-70lbs and deliver 200 lbs. supplies utilizing industrial pull/push carts Meet and maintain Quality and Productivity standards Adapt to a change in the work environment, included, but not limited to: daily directives from leadership, changes to standard operating procedures, and new technology Maintain team-oriented attitude, with solid interpersonal skills for daily positive internal and external interactions Prioritize assigned work daily based on client Service Level Agreements Participate and maintain departmental work area maintenance Basic computer skills and document preparation Comfortable cross training and learning multiple department responsibilities Work Schedule(s): 2nd Shift Monday - Friday 1:30pm - 10:00pm 1st Shift Tuesday - Saturday 6:00am - 2:30pm
    $59k-84k yearly est. Auto-Apply 14d ago
  • Loan Specialists

    Maharaja Enterprises 4.1company rating

    Dallas, GA jobs

    IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Mortgage Loan Originator Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Mortgage Loan Originator Specialist (Full-time/Part-time): As a Mortgage Loan Originator Specialist at Maharaja Enterprises, your responsibilities will include: Client Relationship Management: Build and maintain strong relationships with clients, including borrowers, real estate agents, and other industry professionals. Lead Generation: Generate leads for mortgage loan origination through various channels, including networking, referrals, and marketing strategies. Loan Application Process: Guide borrowers through the mortgage loan application process, including collecting necessary documentation, assisting with the completion of application forms, and ensuring compliance with lending requirements. Pre-Qualification and Pre-Approval: Evaluate borrowers' financial profiles, review credit reports, income documents, and other relevant information to determine their eligibility for mortgage financing. Provide pre-qualification and pre-approval letters to qualified borrowers. Mortgage Product Knowledge: Stay up-to-date with the latest mortgage products, interest rates, and lending guidelines. Educate borrowers on the different loan options available and help them select the most suitable mortgage program for their needs. Financial Analysis: Analyze borrowers' financial information, including income, assets, and debts, to assess their creditworthiness and ability to repay the loan. Make recommendations based on the analysis and assist in finding suitable loan solutions. Loan Origination and Documentation: Prepare loan packages, including completed applications, credit reports, income documentation, and other required forms. Submit loan applications to underwriting for approval and ensure all necessary documents are in order. Communication and Support: Act as a point of contact for borrowers throughout the loan origination process, providing regular updates, answering questions, and addressing any concerns. Coordinate with internal teams, such as underwriters and processors, to ensure a smooth and timely loan closing. Compliance and Regulations: Adhere to all applicable lending regulations, including those set by federal, state, and local authorities. Ensure that all loan origination activities are in compliance with the relevant laws and regulations. Sales and Business Development: Continuously seek opportunities to expand Maharaja Enterprises' mortgage loan origination business by developing relationships with new referral sources, attending industry events, and implementing marketing strategies. Performance Metrics: Meet or exceed sales goals and performance targets set by the company. Maintain accurate records of loan origination activities and provide regular reports to management. Professional Development: Stay informed about industry trends, changes in lending practices, and new mortgage loan programs. Continuously enhance knowledge and skills through training, workshops, and professional development opportunities. As a Mortgage Loan Originator Specialist, you will play a crucial role in helping borrowers secure financing for their real estate transactions. Your expertise in mortgage lending, client management, and adherence to regulatory requirements will contribute to the overall success of Maharaja Enterprises' mortgage loan origination business. Experience: - Experience as a Mortgage Loan Originator or similar role - Strong knowledge of mortgage products, including conventional loans, FHA loans, VA loans, and jumbo loans - Familiarity with escrow processes and procedures - Excellent math skills for calculating loan amounts, interest rates, and monthly payments - Proficient in using 10-key typing for accurate data entry - Ability to read and interpret complex financial documents, such as tax returns and bank statements - Strong communication skills to effectively explain loan options and requirements to borrowers - Detail-oriented with the ability to review contracts and identify potential issues or discrepancies Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Temporary, Internship Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: No experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is intended to provide a general overview of the position. Duties and responsibilities may vary depending on the specific needs of the company. Job Types: Contract, Part-time, Full-time Benefits: Flexible schedule Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Day shift Monday to Friday Night shift Supplemental pay types: Commission pay Experience: Sales (Preferred) Loan origination (Preferred) Fair Housing regulations (Preferred) Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Loan Specialist
    $28k-54k yearly est. 60d+ ago
  • Jr. Loan Officer

    Crosscountry Mortgage 4.1company rating

    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 Jr. Loan Officer is responsible for converting inbound premium leads into loans by promoting CrossCountry Mortgage's competitive mortgage products, services, and programs. This position consults with customers about their current and future needs to help achieve financing needs, collects and reviews all needed supporting loan documentation, and maintains minimum standards for production and quality. Job Responsibilities: Establish a presence for CCM, including but not limited to, converting incoming leads. Analyze current rates and programs to provide accurate and timely information to borrowers. Negotiate terms and conditions with borrowers. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications by phone. Manage personal pipeline to ensure service standards and financial goals are met. Learn various borrowing programs and processes and stay current with changes and new products. Learn and utilize various in-house technical systems and programs. Evaluate credit requests and determine trends in a given marketplace. Comply with all applicable federal and state compliance guidelines relative to the position. Qualifications and Skills: Minimum of 2 years of sales experience or origination experience in a consumer direct or call center environment. Experience collecting and analyzing borrower income and negotiating skills. Experience proactively soliciting new business. Knowledge of retail product philosophy, policy, underwriting, procedures, documentation and systems. Experience converting leads and in-bound calls, preferred. NMLS License under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”) *. State License under the terms of the SAFE Act*. Excellent analytical skills. Excellent communication and collaboration skills. Proficiency in standardized software applications, including Microsoft Office Suite (i.e. Word, Excel, PowerPoint and Outlook) This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: This position is compensated through commission earnings. The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“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 ***************************
    $40k-56k yearly est. Auto-Apply 47d ago
  • Transactions Specialist III / 2nd shift

    Jpmorganchase 4.8company rating

    Ohio jobs

    Join Chase, where you will have the opportunity to make real innovative impacts to our customers and be part of a creative and dynamic environment where every day brings new challenges and opportunities. As a Transactions Specialist III within JPMorganChase, you will play a crucial role in managing customer accounts and handling inquiries and requests. Your work will involve processing, clearing, servicing, researching, and settling transactions, ensuring the smooth operation of our financial services. You will be expected to apply your broad knowledge of transaction management protocols and processes and use your developing skills in areas such as artificial intelligence, automation, and data & tech literacy to enhance our services. Your ability to coach and manage conflicts will be key in maintaining a positive work environment and ensuring customer satisfaction. While your work will be guided by established procedures, your developing strategic thinking and innovation skills will be valuable in contributing to solutions for new issues. Job responsibilities Process, clear, service, research, and settle transactions in accordance with established procedures, using your developing knowledge of automation and artificial intelligence Handle customer inquiries and requests, such as balance inquiries and account maintenance, ensuring a positive customer experience at all touchpoints Contribute to the resolution of new issues by applying your developing strategic thinking and innovation skills, within the limits of standard policies and procedures Assist in the training of new employees, leveraging your developing coaching and mentoring skills to facilitate their growth and development Participate in projects aimed at enhancing the customer experience, using your developing market product knowledge and data & tech literacy skills to offer continuous insight and drive impact Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in transaction management, with a focus on processing, clearing, servicing, researching, and settling transactions Demonstrated ability to handle customer inquiries and requests, with a focus on maintaining a positive customer experience at all touchpoints Experience with automation and artificial intelligence tools and techniques, with a focus on their application in transaction management Developing skills in coaching and conflict management, with the ability to assist in the training of new employees and contribute to a positive work environment Developing skills in strategic thinking and innovation, with the ability to contribute to solutions for new issues within the limits of standard policies and procedures High school diploma or GED required Preferred qualifications, skills, and capabilities Familiarity or developing knowledge of automation and process optimization tools or technologies. Schedule: Tuesday - Saturday, 1: 30 pm EST to 10:00 pm EST Shift differential: 10% This position may require you to work non-traditional hours and/or additional hours as business needs arise. Work schedule might be subject to change.
    $59k-84k yearly est. Auto-Apply 43d ago
  • Jr. Loan Officer

    Crosscountry Mortgage 4.1company rating

    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. As the Cleveland OH branch of CCM, we help local families secure affordable homeownership by providing personalized guidance, clear communication, and a wide range of loan programs tailored to fit your goals. We're seeking driven, strategic, and results-oriented professionals who thrive in high volume environments and are motivated by earning potential. If you're ready to be rewarded for your results and join a team that values excellence, apply now and let your ambition pay off. What We Offer: Competitive commission structure. Clear growth path. Ongoing training and mentorship from industry veterans. Recognition programs and performance incentives. Position Overview: CrossCountry Mortgage's Customer Service Representative role is an entry level opportunity to begin a career in the mortgage industry. This role provides the essential tools and foundation to ensure career success and maintain the utmost level of customer satisfaction. Job Responsibilities: Build lasting relationships with high-value clients across the mortgage industry. Take inbound leads via corporate phone system. Gather basic customer information and identify customer needs. Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customer via corporate phone system. Utilize corporate training methods and tactics in converting potential prospects to CCM customers. Leverage cutting-edge tools and data to optimize your outreach and conversion. Schedule initial appointments as well as maintaining database to ensure customer service expectations are met. Appropriately classify and distinguish each lead contacted. Manage high volume of incoming phone calls. Apply training to live interactions with CCM clients both internally and externally. Collaborate with a high-performance team to exceed revenue targets. Qualifications and Skills: High School Diploma or equivalent. 1+ years of experience as a telemarketer or similar sales/customer service role. Skill in exceeding sales quotas in a competitive environment. Familiarity with CRM systems and data-driven sales strategies. Excellent communication and customer service skills. Excellent prioritization and time management skills. Excellent consultative selling skills. Proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, and Outlook). This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. 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 ***************************
    $39k-53k yearly est. Auto-Apply 60d+ ago

Learn more about J.P. Morgan jobs

View all jobs