Loan Servicing Specialist jobs at J.P. Morgan

This position is primarily responsible for partnering with Business Banking teammates collect documents required prior to loan closing, produce loan documents through the bank's internal documentation system and ensure loan closing requirements are met. Position Accountabilities * Ability to work effectively independently and be a team player * Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy. * Supports other teams within the department * Understanding team processes and procedures and provide updates and/or improvements * Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures * Order flood certification, title insurance, and other required third party information to insure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements * Proactively communicate loan status with Business Banking Managers and Assistants throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed * Must have a thorough understanding of commercial lending documentation (real estate, unsecured and simple secured loans) for proper generation of needed documents (credit agreements, promissory notes, renewals, etc.) and closing * Creates loan documentation for the most complex Business Banking transactions. * Acts as an advisor to Business Banking Specialists I on the proper way to document loans. * Creates all required loan documents, * Ensures loan is funded properly * Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements * Prepare general ledger entries and/or wire transfers as needed * Ensure excellent service is provided to our internal partners and customers. * Identifies and resolves issues within assigned team * Performs all other job duties as assigned and provide assistance to support team * Provide high degree of professionalism and confidentiality in handling and having access to sensitive information. * Takes accountability for entire process from receipt of work to resolution and closure. * Provide recommendations on areas of opportunities * Ensure daily production goals are met and maintains quality * Proactively research potential issues and provide solutions; executing as appropriate and managing up * Participate on projects * Complete a Quality Assurance review to ensure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements is present * Proactively communicate loan status with loan officers throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed * Conduct automated and manual tests to ensure system updates are performing as intended * Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements * Ensure loan documentation is scanned accurately (Post Closing) * Process, review, research, and file Loan Documentation, including notes, disclosures, security agreements, collateral and other documents. (Post-Closing) Organizational Relationship This position reports to the Manager - Business Banking Document Preparation Position Qualifications Education & Experience * High School diploma or equivalent required. * Minimum 3 years of commercial operations, loan processing or business lending experience required. * Banking/accounting/finance experience preferred * nCino experience preferred Knowledge & Skills * Experience with MS Office Suite * nCino and TruStage knowledge preferred * High level of accuracy and great attention to detail * Excellent customer service skills * Excellent oral and written communication skills * Detail oriented and quality focused * Flexible, able to adapt to change * Ability to prioritize tasks and meet deadlines * Able to handle multiple tasks * Experience with loan operations processes. * Familiar with loan documents * Familiar with regulatory and legal requirements for loan operations Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Come join our amazing team and work remote from home! The Title Foreclosure Specialist will be responsible for taking foreclosure abstract orders from the lender and preparing an abstractor report using partners. Preform a quality control on all files before sending to foreclosure attorney and lender. Update files as requested and also perform searches. Perform all duties in accordance with the company's policies and procedures, all US state and federal laws and regulations, wherein the company operates. The target pay range for this position is $23.00-$25.00 an hour. What you'll do: Monitor assigned foreclosure e-mail box. Order requested foreclosure abstracts from stated company partner(s) and update per attorney request. Perform quality control evaluation once foreclosure abstract is received and before completed product is sent to client. Determine if a file is acceptable. Monitor vendor turnaround times for counseling and process improvements. Perform other duties as assigned. What you'll need: High School diploma or equivalent work experience Two (2) to five (5) years' title, settlement services or mortgage experience Our Company: Vylla Title, LLC is part of The Carrington Companies. We are a full service title agent committed to providing the highest level of service. Our national footprint and full-service model offer a truly progressive approach to managing transactions and creating extraordinary experiences every step of the way. We offer a broad array of services for residential and commercial transactions, with years of expertise to serve many unique client needs. We love what we do and offer an exceptional place to work where you can be part of a strong team. That's why we say we're not just a team, but a “Vyllage.” Accelerate your career and join our Vyllage today! 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. #Carrington #LI-GV1

General Purpose The Consumer Loan Specialist I position is the entry level position in the Consumer Loan Underwriting Team. Under direct supervision, the Consumer Loan Specialist I will review and evaluate consumer non-real estate loan applications using the Bank's automated loan platform system. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Understanding of different types of consumer loan applications and disclosures used for each. * Understands consumer loan documentation and follows compliance regulations. * Discerns the Bank's loan policy guidelines and underwrites loan requests within lending parameters. * Inputs loan application into loan software and upload any supporting documents that are sent by the location contact. * Reviews system decision recommendation by analyzing the application information, credit report history, debt-to-income ratio, and the collateral loan-to-value ratio. * Reviews and deciphers essential information on an applicant's credit history report. * Identifies missing items or information and communicates with location contact and customer. * Ensures underwriting meets loan policy requirements with supervisor review and assistance. * Decisions the loan and articulates decision to both the customer and the Retail Branch Representative. * Orchestrates loan closing between the customer and the Retail Branch Representative or completes adverse action for disclosure. * Regular and reliable attendance is required as an essential function of this position. * Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: * Teamwork ethics: demonstrates ability to work successfully as a team player. * Demonstrates a positive attitude and adaptability, especially regarding workflow process and technology changes. * Displays motivation to initiate work; is a self-starter. * Ability to work independently. * Organizational skills: ability to effectively prioritize, be detailed oriented, and manage workload. * Good analytical abilities to gather and interpret data and decision basic loan requests. * Ability to work in a fast-paced environment with a desire for professional growth. * Strong verbal and written communication skills. * Working knowledge of Loan Policy desired. * Computer Skills: Underwriters require advanced computer skills and must be proficient with Excel, Word, and financial analysis software and other spreadsheet packages. Education or Formal Training: * High School Diploma or General Education Diploma (GED) equivalent required. * Possession of, or ability to obtain, a valid NMLS License, required. Experience: * Minimum of 2 years of banking experience preferred. * Experience with loan compliance and loan documentation preferred. * An equivalent combination of education and experience may be substituted on a year-to-year basis. Working Conditions Working Environment: This job operates in a professional office environment. After successful training in the role, the role allows for a hybrid schedule to include remote work and in office. In-office attendance requires a minimum of two (2) days per week. This arrangement can be modified or removed at any time, at management discretion. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. This is largely a sedentary role. While performing the duties of this job, the employee is regularly required to talk or hear. Good eyesight and hand/finger dexterity are required. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Ability to handle some mental stress when dealing with upset customers. Employee also may have to lift up to 25 pounds. Repetitive motion likely. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $19.50 to $24.50 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close December 30, 2025, or until filled.

This position is primarily responsible for partnering with Business Banking teammates collect documents required prior to loan closing, produce loan documents through the bank's internal documentation system and ensure loan closing requirements are met. Position Accountabilities * Ability to work effectively independently and be a team player * Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy. * Supports other teams within the department * Understanding team processes and procedures and provide updates and/or improvements * Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures * Order flood certification, title insurance, and other required third party information to insure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements * Proactively communicate loan status with Business Banking Managers and Assistants throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed * Must have a thorough understanding of commercial lending documentation (real estate, unsecured and simple secured loans) for proper generation of needed documents (credit agreements, promissory notes, renewals, etc.) and closing * Creates loan documentation for the most complex Business Banking transactions. * Acts as an advisor to Business Banking Specialists I on the proper way to document loans. * Creates all required loan documents, * Ensures loan is funded properly * Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements * Prepare general ledger entries and/or wire transfers as needed * Ensure excellent service is provided to our internal partners and customers. * Identifies and resolves issues within assigned team * Performs all other job duties as assigned and provide assistance to support team * Provide high degree of professionalism and confidentiality in handling and having access to sensitive information. * Takes accountability for entire process from receipt of work to resolution and closure. * Provide recommendations on areas of opportunities * Ensure daily production goals are met and maintains quality * Proactively research potential issues and provide solutions; executing as appropriate and managing up * Participate on projects * Complete a Quality Assurance review to ensure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements is present * Proactively communicate loan status with loan officers throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed * Conduct automated and manual tests to ensure system updates are performing as intended * Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements * Ensure loan documentation is scanned accurately (Post Closing) * Process, review, research, and file Loan Documentation, including notes, disclosures, security agreements, collateral and other documents. (Post-Closing) Organizational Relationship This position reports to the Manager - Business Banking Document Preparation Position Qualifications Education & Experience * High School diploma or equivalent required. * Minimum 3 years of commercial operations, loan processing or business lending experience required. * Banking/accounting/finance experience preferred * nCino experience preferred Knowledge & Skills * Experience with MS Office Suite * nCino and TruStage knowledge preferred * High level of accuracy and great attention to detail * Excellent customer service skills * Excellent oral and written communication skills * Detail oriented and quality focused * Flexible, able to adapt to change * Ability to prioritize tasks and meet deadlines * Able to handle multiple tasks * Experience with loan operations processes. * Familiar with loan documents * Familiar with regulatory and legal requirements for loan operations Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

This position is primarily responsible for partnering with Business Banking teammates collect documents required prior to loan closing, produce loan documents through the bank's internal documentation system and ensure loan closing requirements are met. Position Accountabilities Ability to work effectively independently and be a team player Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy. Supports other teams within the department Understanding team processes and procedures and provide updates and/or improvements Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures Order flood certification, title insurance, and other required third party information to insure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements Proactively communicate loan status with Business Banking Managers and Assistants throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed Must have a thorough understanding of commercial lending documentation (real estate, unsecured and simple secured loans) for proper generation of needed documents (credit agreements, promissory notes, renewals, etc.) and closing Creates loan documentation for the most complex Business Banking transactions. Acts as an advisor to Business Banking Specialists I on the proper way to document loans. Creates all required loan documents, Ensures loan is funded properly Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements Prepare general ledger entries and/or wire transfers as needed Ensure excellent service is provided to our internal partners and customers. Identifies and resolves issues within assigned team Performs all other job duties as assigned and provide assistance to support team Provide high degree of professionalism and confidentiality in handling and having access to sensitive information. Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities Ensure daily production goals are met and maintains quality Proactively research potential issues and provide solutions; executing as appropriate and managing up Participate on projects Complete a Quality Assurance review to ensure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements is present Proactively communicate loan status with loan officers throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed Conduct automated and manual tests to ensure system updates are performing as intended Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements Ensure loan documentation is scanned accurately (Post Closing) Process, review, research, and file Loan Documentation, including notes, disclosures, security agreements, collateral and other documents. (Post-Closing) Organizational Relationship This position reports to the Manager - Business Banking Document Preparation Position Qualifications Education & Experience High School diploma or equivalent required. Minimum 3 years of commercial operations, loan processing or business lending experience required. Banking/accounting/finance experience preferred nCino experience preferred Knowledge & Skills Experience with MS Office Suite nCino and TruStage knowledge preferred High level of accuracy and great attention to detail Excellent customer service skills Excellent oral and written communication skills Detail oriented and quality focused Flexible, able to adapt to change Ability to prioritize tasks and meet deadlines Able to handle multiple tasks Experience with loan operations processes. Familiar with loan documents Familiar with regulatory and legal requirements for loan operations Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

This position is primarily responsible for partnering with Business Banking teammates collect documents required prior to loan closing, produce loan documents through the bank's internal documentation system and ensure loan closing requirements are met. Position Accountabilities * Ability to work effectively independently and be a team player * Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy. * Supports other teams within the department * Understanding team processes and procedures and provide updates and/or improvements * Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures * Order flood certification, title insurance, and other required third party information to insure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements * Proactively communicate loan status with Business Banking Managers and Assistants throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed * Must have a thorough understanding of commercial lending documentation (real estate, unsecured and simple secured loans) for proper generation of needed documents (credit agreements, promissory notes, renewals, etc.) and closing * Creates loan documentation for the most complex Business Banking transactions. * Acts as an advisor to Business Banking Specialists I on the proper way to document loans. * Creates all required loan documents, * Ensures loan is funded properly * Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements * Prepare general ledger entries and/or wire transfers as needed * Ensure excellent service is provided to our internal partners and customers. * Identifies and resolves issues within assigned team * Performs all other job duties as assigned and provide assistance to support team * Provide high degree of professionalism and confidentiality in handling and having access to sensitive information. * Takes accountability for entire process from receipt of work to resolution and closure. * Provide recommendations on areas of opportunities * Ensure daily production goals are met and maintains quality * Proactively research potential issues and provide solutions; executing as appropriate and managing up * Participate on projects * Complete a Quality Assurance review to ensure proper documentation and perfection of collateral in adherence of policies, procedures and regulatory requirements is present * Proactively communicate loan status with loan officers throughout the process; respond to questions in a timely manner and notify all parties when additional information is needed * Conduct automated and manual tests to ensure system updates are performing as intended * Maintain thorough knowledge of documentation required to meet underwriting and compliance requirements * Ensure loan documentation is scanned accurately (Post Closing) * Process, review, research, and file Loan Documentation, including notes, disclosures, security agreements, collateral and other documents. (Post-Closing) Organizational Relationship This position reports to the Manager - Business Banking Document Preparation Position Qualifications Education & Experience * High School diploma or equivalent required. * Minimum 3 years of commercial operations, loan processing or business lending experience required. * Banking/accounting/finance experience preferred * nCino experience preferred Knowledge & Skills * Experience with MS Office Suite * nCino and TruStage knowledge preferred * High level of accuracy and great attention to detail * Excellent customer service skills * Excellent oral and written communication skills * Detail oriented and quality focused * Flexible, able to adapt to change * Ability to prioritize tasks and meet deadlines * Able to handle multiple tasks * Experience with loan operations processes. * Familiar with loan documents * Familiar with regulatory and legal requirements for loan operations Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting ********************************************************* We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

If you are motivated and believe in the credit union philosophy of "People Helping People," join our team! Purpose Experienced Mortgage Loan Specialists responsible for the full real estate loan process across all delivery channels. MLS should have a solid understanding of the entire real estate loan cycle and servicing functions. Duties Receive and assist in the completion of real estate loan applications, while serving as the primary point of contact for applicants during the origination process via phone, digital delivery, email, and chat. Independently assess and underwrite real estate loan applications including but not limited to applicant(s) credit worthiness, ability to repay, collateral valuation, and organizational risk with the ability/authority to extend credit or deny for real estate loan products within assigned tiered approval lending limits. Communicate approval or denial decisions to members in a clear and professional manner. Evaluate and verify income documentation, including personal and business tax returns, to make informed approval or denial decisions. Counsel potential home buyers and existing homeowners, while taking complete and accurate real estate loan related applications and obtaining required documentation to facilitate initial loan approval with assistance when needed. Proactively stay updated on market trends, interest rates, and changes in lending policies and regulations to provide members with accurate and timely information. Assist membership with servicing of existing mortgage and home equity loans. Follow up with prequalified applicants and on other leads in a timely and effective manner. Price and disclose loan applications by determining the interest rates and fees associated with a loan, based on factors such as borrower's creditworthiness, loan amount, term, and market conditions. Coordinate member engagement with the Real Estate Lending Processing Center. Maintain a comprehensive knowledge of all real estate lending products, policies, procedures, and regulatory compliance. Educate members on available services and make referrals for other Credit Union products and services based on their needs. Ensure well documented, easy to review loan application history notes within the Loan Origination System. Work various contact and follow-up reports to cultivate member engagement throughout the home buying process and make SECU their lender of choice. Maintain strong adherence to set schedule while meeting minimal set expectations and established KPIs and metrics for role. Handle incoming member correspondence for the department on a rotational basis. Complete additional tasks assigned by management. Requirements Must have high school diploma or GED equivalent. Preferred - bachelor's degree, or CCUE Certification, or Associate of Arts degree or Associate of Science degree via the North Carolina Community College Transfer Program (NC-CTP). Successful completion of Consumer Lending Program courses and subsequent exam is required before moving to this role. Minimum of 2 years' mortgage lending experience strongly preferred. Minimum tier 2 lending limits assigned. Demonstrated proficiency at current lending approval authority. Must possess the highest level of integrity and objectivity. Must possess excellent communication skills, both verbal and written. Must be able to communicate with SECU personnel, VPs, SVPs, attorneys, members, appraisers, realtors, etc. Must have strong networking and relationship development skills. Meets compliance and regulatory standards. Makes lending decisions consistent with SECU loan policies. Has or is eligible to be registered as an active MLO with the NMLS. Must be organized and meticulous. Ability to manage multiple responsibilities simultaneously while actively prioritizing incoming member interaction. Must be willing to engage in ongoing training and professional development. Must have basic computer skills with an ability to learn more complex software for processing of applications and completing loan servicing. Has completed all required modules. Has completed all required quarterly training courses & other training assigned by management. Consistently demonstrates SECU's Core Values. Recommendation of VP/SVP for advancement to this level. Must be able to speak and write English fluently. Must understand and be dedicated to the Credit Union philosophy and work ethic. Must adhere to the work schedule and attendance policies established by the Credit Union. Job Environment Office setting with physical proximity to other employees and members. Some background noise from other employees, copy machine, and telephone. Some local travel may be required while training. Possibility of remote/hybrid work. In the event of remote work, employee must possess a professional home environment free from distractions. Some evening, weekend, and holiday work may be required. Physical Demands Must be able to comprehend and carry out job requirements. Job requires a substantial amount of sitting and computer usage. Use hands and fingers to press keys on a computer keyboard to enter or retrieve information. Answer and operate a telephone. Lift up to 15 lbs. SECU provides equal employment opportunity to all qualified persons regardless of race, color, religion, age, sex, sexual orientation, gender identity, national origin, genetic information, disability, veteran status, or other classification protected by law. Disclaimer State Employees' Credit Union reserves the right to fill this role at a higher/lower level based on business need.

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.

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** + 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. 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

General Purpose The Consumer Loan Specialist I position is the entry level position in the Consumer Loan Underwriting Team. Under direct supervision, the Consumer Loan Specialist I will review and evaluate consumer non-real estate loan applications using the Bank's automated loan platform system. Essential Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * Understanding of different types of consumer loan applications and disclosures used for each. * Understands consumer loan documentation and follows compliance regulations. * Discerns the Bank's loan policy guidelines and underwrites loan requests within lending parameters. * Inputs loan application into loan software and upload any supporting documents that are sent by the location contact. * Reviews system decision recommendation by analyzing the application information, credit report history, debt-to-income ratio, and the collateral loan-to-value ratio. * Reviews and deciphers essential information on an applicant's credit history report. * Identifies missing items or information and communicates with location contact and customer. * Ensures underwriting meets loan policy requirements with supervisor review and assistance. * Decisions the loan and articulates decision to both the customer and the Retail Branch Representative. * Orchestrates loan closing between the customer and the Retail Branch Representative or completes adverse action for disclosure. * Regular and reliable attendance is required as an essential function of this position. * Performs other duties as assigned. Employees are held accountable for all duties of this job. Job Qualifications Knowledge, Skills, and Ability: * Teamwork ethics: demonstrates ability to work successfully as a team player. * Demonstrates a positive attitude and adaptability, especially regarding workflow process and technology changes. * Displays motivation to initiate work; is a self-starter. * Ability to work independently. * Organizational skills: ability to effectively prioritize, be detailed oriented, and manage workload. * Good analytical abilities to gather and interpret data and decision basic loan requests. * Ability to work in a fast-paced environment with a desire for professional growth. * Strong verbal and written communication skills. * Working knowledge of Loan Policy desired. * Computer Skills: Underwriters require advanced computer skills and must be proficient with Excel, Word, and financial analysis software and other spreadsheet packages. Education or Formal Training: * High School Diploma or General Education Diploma (GED) equivalent required. * Possession of, or ability to obtain, a valid NMLS License, required. Experience: * Minimum of 2 years of banking experience preferred. * Experience with loan compliance and loan documentation preferred. * An equivalent combination of education and experience may be substituted on a year-to-year basis. Working Conditions Working Environment: This job operates in a professional office environment. After successful training in the role, the role allows for a hybrid schedule to include remote work and in office. In-office attendance requires a minimum of two (2) days per week. This arrangement can be modified or removed at any time, at management discretion. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Physical Activities: These are representative of those which must be met to successfully perform the essential functions of this job. This is largely a sedentary role. While performing the duties of this job, the employee is regularly required to talk or hear. Good eyesight and hand/finger dexterity are required. Specific vision abilities required by this job include close vision, distance vision, color vision, and ability to adjust focus. Ability to handle some mental stress when dealing with upset customers. Employee also may have to lift up to 25 pounds. Repetitive motion likely. Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the job. Starting Rate of Pay is from $19.50 to $24.50 per hour, depending on experience. For an overview of our employee benefits please visit: Alpine Bank Careers Page Position anticipated to close December 30, 2025, or until filled.

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.

Are you ready to make an impact in a dynamic, production-driven environment? As a Transactions Specialist II in Global Document Services, you will play a key role in supporting our internal business partners and ensuring timely, accurate mail distribution. You'll have the opportunity to develop your skills, train others, and grow into a subject matter expert. At JPMorgan Chase, we value your growth and offer a collaborative team culture. Join us and help deliver essential communications to our clients. As a Transactions Specialist II in Global Document Services within the Manual Department, you will coordinate the processing of statements, notices, letters, and checks, as well as special handling jobs. You will be responsible for manual processing tasks, including mailing, labeling, and prepping jobs, while ensuring accuracy and compliance with standard operating procedures. You will also serve as a trainer and guide for other specialists, sharing your expertise and supporting team success. In this role, you will work in a fast-paced environment where meeting deadlines and service level agreements is essential. Your contributions will help maintain the quality and reliability of our document services. Global Document Services is JPMorgan Chase's primary print production and distribution unit, handling over 650 million mail pieces annually. Our team supports various lines of business and produces a wide range of products, including statements, checks, and marketing materials. You will collaborate with colleagues across the organization and have opportunities to cross-train in different areas. We foster a culture of teamwork, continuous learning, and operational excellence. Your role will be vital in delivering high-quality service to our clients. Job responsibilities: Coordinate and process high volumes of statements, notices, letters, and checks Perform general mailing, including stuffing envelopes for bulk and individual mailings Create and validate labels for courier mailing (UPS, FedEx, USPS) Operate folder machines and prepare jobs/mail for distribution File checks and check images, transport trays and supplies as needed (lifting 40-70 lbs) Research and correct errors by applying Standard Operating Procedures (SOPs) Meet productivity and quality standards as defined by the department Work in a fast-paced, production-driven environment to meet deadlines and service level agreements Provide training and guidance to other specialists, becoming a subject matter expert Collaborate with team members and demonstrate strong interpersonal skills Perform other related duties as assigned Required qualifications, capabilities and skills: High school diploma or GED Minimum 1 year experience in mail or production facility operations Ability to stand for long periods of time and ability to lift a minimum of 45lbs and deliver 200lbs supplies utilizing industrial pull/ push carts Proficiency in Microsoft Word, Excel, and Outlook Willingness to cross-train in different areas within the organization Strong communication and interpersonal skills for effective teamwork Ability to work in a fast-paced environment, meet deadlines and work collaboratively in a team environment Attention to detail and accuracy in processing and commitment to following standard operating procedures Ability to prioritize workload and operate efficiently with minimal supervision Self-motivated and proven history of improving specialist results through coaching, training and behavior remediation Experience as a subject matter expert demonstrating leadership capabilities Preferred qualifications, capabilities and skills: Strong problem-solving and troubleshooting skills Additional Information: Mandatory overtime, including assigned weekends and holidays, as required by business needs Work Schedule: Monday, Tuesday, Wednesday, Thursday & Friday 12:30pm-9:00pm Shift differential: 10% Must be willing to work onsite 5 days a week (no hybrid or remote) Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans

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 within JPMorganChase, 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. JPMorganChase services several internal lines of business such as Retail, Card Services, Retirement Plan Services, Private Bank and Treasury Services providinga 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 required department machinery efficiently to process retail and credit card transactions. + Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math. + Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries. + Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures. + Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements. **Required qualifications, capabilities, and skills** + Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts. + Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols. + Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology. + Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis. + Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery. + Actively participates in maintaining a clean and organized departmental work area to support operational efficiency. Schedule: Sunday-Thursday 1:00 pm to 9:30 pm 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. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans

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:** 2nd Shift Monday - Friday 1:30pm - 10:00pm Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 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. Equal Opportunity Employer/Disability/Veterans

JobID: 210691491 JobSchedule: Full time JobShift: : 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: 2nd Shift Monday - Friday 1:30pm - 10:00pm

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 within JPMorganChase, 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. JPMorganChase 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 required department machinery efficiently to process retail and credit card transactions. * Validate and ensure the quality of daily materials and outputs, reconciling input vs. output data utilizing basic math. * Generate turnover reports and prepare truck manifests to support smooth operations and timely deliveries. * Collaborate with team members to enhance operational efficiency and adapt to changes in work environment and procedures. * Maintain a clean and organized work area while prioritizing tasks based on client Service Level Agreements. Required qualifications, capabilities, and skills * Ability to lift and transport heavy materials (40-70 lbs) and manage 200 lb supplies using industrial carts. * Initial proficiency in adhering to detailed instructions and procedures with precision, ensuring minimal deviation from established guidelines and protocols. * Capable of quickly adjusting to changes in the work environment, including responding to daily directives from leadership, adapting to updates in standard operating procedures, and integrating new technology. * Strong team-oriented mindset with excellent interpersonal skills, facilitating positive interactions with both internal and external stakeholders on a daily basis. * Effective at prioritizing daily tasks based on client Service Level Agreements to ensure timely and efficient service delivery. * Actively participates in maintaining a clean and organized departmental work area to support operational efficiency.

Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. Position Summary: The Commercial Loan Closing Specialist, coordinates the daily administrative function of the Business Services department. In this role, the Commercial Loan Closing Specialist is responsible for loan documentation, administration of loan files, procuring third party work, and conducting pre-close quality control for all business loans including but not limited to commercial real estate, commercial & industrial, lines of credit, and government guaranteed loans. The Commercial Loan Closing Specialist shall also be responsible for business member services, escalated issues and correspondence. Additional responsibilities may include attending community events as a representative of the business service team supporting the department's lending officer and department head. Responsibilities: Workflow Management: * Responsible for assigned loan files from approval through closing. * Coordinate due diligence with all third-party professionals. * Facilitate Greeting Meetings with Loan Officer. * Create and review loan documentation for accuracy and completeness. * Ensure all approval conditions are satisfied. * Ensure loan file documents are stacked in proper order. Due Diligence Responsibilities: * Order title search/commitment. * Order appraisals. * Order environmental reports. * Communicate with legal counsel. * Allocate fees and costs correctly. * Verify wires, while following all applicable policies. Document Preparation: * Create documents using LaserPro, in accordance with Telhio's Credit policy and SBA SOP. * Documents may include full loan packages, changes in terms, and other miscellaneous servicing requests. * Create checklists to accompany each closing package. Quality Control: * Complete pre-closing QC checklist for self or other members of the team. * Ensure all Sageworks tasks are completed * Verify all documentation is filed appropriately in Sageworks and in J drive. * Performs other duties as assigned * Complies with all policies and standards Qualifications: * High School Diploma or equivalent Required * Bachelor's Degree Business Administration, Finance or Accounting Preferred * 1-3 years Commercial Loan Processing Required * 1-3 years Commercial Post Closing experience Required * 1-3 years Experience with Sageworks / Abrigo Commercial Loan System Preferred * Knowledge of SBA Standard Operations Procedures Knowledge SBA Loan Policy and Products (Low proficiency) * Ability to read and understand bank, financial statement and tax return documents (Medium proficiency) * Decision making skills (Medium proficiency) What you will earn: * Competitive salary * Opportunity to earn incentive and bonus * Benefits: several medical plan options, dental, free vision, free life and free disability insurance * Additional financial incentive programs for employees enrolled in our insurance * 6% matching and immediately vested 401(k) plan * Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance * Opportunity for personal career growth, continued education and mentorship programs * Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer

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 Bilingual Jr. Loan Originator is responsible for managing loan files from application through closing, pulls and analyzes credit applicant information, and reviews income & asset documents. As a member of the sales team, the Bilingual Jr. LO requests and obtains referrals from current and potential Company clients. The Bilingual Junior LO also runs DU, stacks and submits files, requests and & clears conditions and communicates incredibly with both borrowers and Realtors. Job Responsibilities: Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s). Take telephone applications and schedule appointments with the Loan Originators Schedule realtor appointments for the assigned Loan Originators Schedule on-site and phone appointments as assigned Submit complete loan applications for each customer file with the Loan Originators Track all requested documents in Encompass. Review documentation received within 24 hours of receipt for discrepancies, omissions, verified income calculation, asset verification and Encompass updates based on verified information and immediately notify Loan Originators when any discrepancies are found on documentation. Partner with Loan Originators in resolving problems in files and documents. Ensure files are complete and set-up in accordance with Company policy and procedures. Pull credit reports and properly prepare for review/assessment. Provide superior customer service both internally and externally. Qualifications and Skills: Fluency in the languages of Spanish and English in order to communicate effectively with internal and external customers, of whom may speak only English or Spanish. High School Diploma or equivalent Minimum of 3 years' experience required. State and Federal NMLS License preferred. Working knowledge of RESPA and general knowledge of all mortgage and consumer lending regulations and loan documents preferred. Encompass experience. Computer Knowledge (DU, LP, Microsoft Office & Windows). 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 ***************************

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 ***************************