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AccountingProcess &AITechnologyExpert (Remote North America or Europe)
Gartner 4.7
Remote junior processor job
Gartner is looking foran Analystto provide research and advisory to global clients in the US, EMEA and beyond.The successful candidate will havedemonstratedexperience leveraging technology to transformfinancial reporting systemsacross record to reportprocesses.Theywill havea deep understanding of the challenges facing Controllers when it comes to transformingthe AP, AR and financial closeprocessanda keen sense of business, AI andautomation challenges facing CFOs and Corporate Controllers.
Analystscreate must-have insights for our clients through published research and client interaction. You will meet with clients everyday: in a videoconference or from the stage at a Gartner event. In every client interaction and everyinsight,you produce, you will help clients solve difficult challenges that lead to better performance.
Whatyou'lldo:
You will serve as a subject matter expertfortransformingcontrollership processes,accounts payable, accounts receivable and the financial closeprocesses.You will guide clients in how totransformthese processesusing AI and automationtechniquesto not only drive processingefficiencybutdrive strategic outcomes for the office of the CFO.
You will work with a collaborative team of highly experienced analysts to build authoritative research and advice that directly addresses the priorities and challenges of senior finance leaders. The focus is helping clients understand the impact of AI and automationtechnology on the controllership function and selecting the best fit vendors for their organization based on their specific use cases and needs.
Deliver high quality advice through face-to-face and video-based presentation and discussion with clients.
Remain ahead of the curve ondevelopmentand issues across accounting technologies and processesas well as applicable adjacent areassuch asfinance technology and transformation strategy.
Who you are:
To thrive in this role, it helps if you are obsessed with your area of expertise. Gartner analysts are correctly viewed as THE experts. This means you need to know your markets, vendors, trends, and process best practices, etc.
Adept at writing insightful and actionable contenttobusiness leaders,that supports their strategic goals.
Excellent collaborator with the ability to quickly build rapport and gain client trust.
Confident presenter witha high levelof executive presence (prior experience with speaking engagements is a plus)
Analytical thinker with the ability to process information quickly and make actionable recommendations.
Willing to challenge conventional norms and views.
Whatyou'llneed:
8+years of experience inleading accounting teamssupporting the recordto report processesin large multinationalorganisationswithdemonstratedexperience transforming the financial close/accounting processes.
Strongknowledge in working with variousaccounting automation vendorsand technologies associated withfinancial accounting processes, including ERPs.
Bachelor's degree in finance or accounting, CPA or equivalent certification preferred. Master's degree preferred.
Ability to conduct occasion travel, regionally and globally.
About the Gartner Finance Practice
The Gartner Finance Practice is synonymous with frame-breaking research for CFO on initiatives including, but not limited to growth investment & cost structure, finance technology optimization, finance function strategy & org design, and planning, budget & forecasting. The team works with 1,500+ client organizations, spanning every major industryvertical, across the world. Our research helps CFOs and their direct leadership teams address their unique challenges by relying on original primary research, benchmarks,insightsand analysis delivered through an analyst & advisory model.
Who are we?
At Gartner, Inc. (NYSE:IT), we guide the leaders who shape the world.
Our mission relies on expert analysis and bold ideas to deliver actionable, objective business and technology insights, helping enterprise leaders and their teams succeed with their mission-critical priorities.
Since our founding in 1979, we've grown to 21,000 associates globally who support ~14,000 client enterprises in ~90 countries and territories. We do important, interesting and substantive work that matters. That's why we hire associates with the intellectual curiosity, energy and drive to want to make a difference. The bar is unapologetically high. So is the impact you can have here.
What makes Gartner a great place to work?
Our vast, virtually untapped market potential offers limitless opportunities - opportunities that may not even exist right now - for you to grow professionally and flourish personally. How far you go is driven by your passion and performance.
We hire remarkable people who collaborate and win as a team. Together, our singular, unifying goal is to deliver results for our clients.
Our teams are inclusive and composed of individuals from different geographies, cultures, religions, ethnicities, races, genders, sexual orientations, abilities and generations.
We invest in great leaders who bring out the best in you and the company, enabling us to multiply our impact and results. This is why, year after year, we are recognized worldwide as a great place to work.
What do we offer?
Gartner offers world-class benefits, highly competitive compensation and disproportionate rewards for top performers.
In our hybrid work environment, we provide the flexibility and support for you to thrive - working virtually when it's productive to do so and getting together with colleagues in a vibrant community that is purposeful, engaging and inspiring.
Ready to grow your career with Gartner? Join us.
Gartner believes in fair and equitable pay. A reasonable estimate of the base salary range for this role is 172,000 USD - 202,500 USD. Please note that actual salaries may vary within the range, or be above or below the range, based on factors including, but not limited to, education, training, experience, professional achievement, business need, and location. In addition to base salary, employees will participate in either an annual bonus plan based on company and individual performance, or a role-based, uncapped sales incentive plan. Our talent acquisition team will provide the specific opportunity on our bonus or incentive programs to eligible candidates. We also offer market leading benefit programs including generous PTO, a 401k match up to $7,200 per year, the opportunity to purchase company stock at a discount, and more.
The policy of Gartner is to provide equal employment opportunities to all applicants and employees without regard to race, color, creed, religion, sex, sexual orientation, gender identity, marital status, citizenship status, age, national origin, ancestry, disability, veteran status, or any other legally protected status and to seek to advance the principles of equal employment opportunity.
Gartner is committed to being an Equal Opportunity Employer and offers opportunities to all job seekers, including job seekers with disabilities. If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access the Company's career webpage as a result of your disability. You may request reasonable accommodations by calling Human Resources at or by sending an email .
Job Requisition ID:104530
By submitting your information and application, you confirm that you have read and agree to the country or regional recruitment notice linked below applicable to your place of residence.
Gartner Applicant Privacy Link: applicant-privacy-policy
For efficient navigation through the application, please only use the back button within the application, not the back arrow within your browser.
$23k-28k yearly est. 2d ago
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East Coast Junior Processor
Deephaven Mortgage
Remote junior processor job
Why Deephaven Mortgage?
Deephaven Mortgage has been a pioneer and leader in non-QM since our origin in 2012. Our longevity and strength in the non-QM space has allowed a significant number of borrowers to achieve homeownership who otherwise would not have under traditional requirements. Deephaven champions mortgage borrowers whose independence, entrepreneurial drive and determination are often the very reason they cannot qualify for a traditional loan.
We continuously and responsibly innovate new mortgage products and programs that put homeownership within reach of millions of borrowers and investors that need and deserve financing through lending ingenuity that is supported by common-sense underwriting.
Deephaven is comprised of two lending platforms. Our wholesale channel offers loans through a network of over 1,000 independent mortgage brokers. Our correspondent channel buys loans from over 200 correspondent partners.
Deephaven's headquarters are in Charlotte, North Carolina. To learn more about our innovative loan solutions please visit ************************* or email us at **************************.
Job Overview
We are seeking a highly motivated JR Wholesale Account Manager to join the Wholesale Operations team at Deephaven Mortgage. This role plays a key part in the loan delivery process, ensuring accuracy, completeness, and quality of assets being delivered while providing heightened coverage and assistance to optimize processes and increase efficiencies. The ideal candidate will be detail-oriented, solutions-driven, and passionate about improving workflows to support our clients and internal teams.
What You'll Do
Partner with internal and external stakeholders to optimize the loan delivery process and identify opportunities for automation to increase efficiency and accuracy
Ensure all loans are delivered timely and accurately to our investors
Order and review applicable services and verifications as determined
Develop and implement automated solutions to reduce errors and streamline processes
Continuously evaluate loan delivery effectiveness and suggest process improvements
Serve as the main point of contact for Deephaven clients (internal and external) to support pipeline and loan delivery needs
Additional Responsibilities:
Clear past-due reports to help maintain SLA requirements
Assist brokers and Account Managers with appraisal ordering, including payment link distribution
Distribute daily reports (suspended loans, rate locks, ICD report)
Provide coverage when teammates are out of office (RTO)
Order transcripts, SSA 89 forms, and VOEs
Follow up on post-closing requests
Request CDAs and AVMs
Complete AM checklists and order ICDs
Update HOIs, file contacts, and conduct fraud checks
What We Need
1+ years of mortgage or financial services experience preferred
Familiarity with wholesale lending processes a plus
Strong attention to detail and organizational skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency in Microsoft Office Suite and Encompass systems preferred
Strong communication skills and a collaborative mindset
Privacy Policy
This organization participates in E-Verify
Our Perks
Flexible Time to Recharge - Personalized Time Off for What Matters (because rest isn't one-size fits all)
Future Finance Focused - Generous employer-matched 401(k) plan
Community Connect- Philanthropy Committee that creates charitable initiatives
Health from Day One - Comprehensive health insurance starting on day one of employment
Family Matters - Competitive maternity and paternity leave
Culture & Celebrations - Culture Committee with team-building events and celebrations
Ideas Welcome - Encouraging thought leadership and innovation
Guidance & Growth - Mentorship opportunities for career development
Perk Up - Exclusive discounts on travel, tech, pets, legal, and more
$29k-37k yearly est. Auto-Apply 16d ago
Remote W2 Mortgage Processor (Salary and Benefits) (Veteran Only)
Tenth Mountain 3.8
Remote junior processor job
Position Overview: The Mortgage Processor (Veterans Only) is responsible for managing and processing mortgage loan applications, ensuring that all required documentation is accurate and complete. This role involves coordinating with loan officers, underwriters, and clients to facilitate a smooth and efficient loan approval process. The processor works under the supervision of a financial institution or mortgage company and focuses on serving the veteran community. This is a salaried position with benefits.
Key Responsibilities:
Loan Application Review:
Review mortgage loan applications for completeness and accuracy.
Verify client information and gather necessary documentation, including credit reports, income statements, and employment records.
Ensure all required documents are obtained and properly filed.
Documentation and Verification:
Verify the accuracy of all information provided by clients.
Ensure that all documentation meets federal, state, and company regulations.
Order and review third-party services such as appraisals, title searches, and credit reports.
Coordination and Communication:
Communicate with loan officers, underwriters, and clients to gather additional information as needed.
Coordinate with relevant parties to resolve any issues or discrepancies in the loan application.
Keep clients informed of the loan status and any additional documentation required.
Loan Processing:
Prepare and submit loan files for underwriting approval.
Monitor the loan approval process to ensure timely and accurate completion.
Address any conditions specified by underwriters and ensure all requirements are met.
Compliance and Record-Keeping:
Maintain accurate and up-to-date records of loan applications and processing activities.
Ensure compliance with all regulatory and company guidelines and standards.
Protect client confidentiality and secure sensitive financial information.
Veteran Community Engagement:
Act as a liaison between the financial institution and the veteran community.
Provide specialized services and advice tailored to the unique needs of veterans and their families.
Participate in events, seminars, and workshops aimed at educating veterans about mortgage options and financial planning.
Training and Development:
Stay informed about industry trends, regulations, and products through ongoing training and professional development.
Attend company meetings, training sessions, and seminars as required.
Qualifications:
Education: Bachelor's degree in finance, business, or a related field is preferred. High school diploma or equivalent is required.
Experience: Previous experience in mortgage processing, financial services, or a related field is preferred. Military experience is highly valued.
Skills:
Strong attention to detail and organizational skills.
Excellent communication and interpersonal abilities.
Proficiency in computer software and systems used in mortgage processing.
Ability to work independently and manage time effectively.
$35k-49k yearly est. 60d+ ago
Loan Processor (hybrid in Scottsdale, AZ)
Lower 4.1
Remote junior processor job
Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience.
With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger.
Job Description:
$55-70k + Bonus | Full-Time
Hybrid (3 Days In-Office / 2 Remote)
Opportunities for Growth | Mentorship | High-Energy Culture
Are you a go-getter with a passion for precision, speed, and team collaboration? Do you thrive in a high-energy, fast-paced environment where ownership and autonomy are rewarded, and advancement is real? At Lower, we're not just processing loans-we're building futures. And we're looking for a top-tier Loan Processor who's hungry for success and ready to make moves.
Why You'll Love It Here
Three days a week in our Scottsdale office, two remote-flexibility meets team synergy.
Immediate access to hands-on mentorship from industry pros.
A culture of hustle, positivity, and ambition.
We promote from within-you grow, we grow.
Work that matters: Help people achieve the dream of homeownership every single day.
What You'll Do
Own your pipeline: Manage 20+ units/month with accuracy and urgency.
Collaborate daily with Loan Officers, underwriters, and other departments to keep files moving fast and clean.
Clear conditions like a pro and keep the loan process airtight from start to finish.
Understand the nuances of income calculations, AUS findings, and investor guidelines.
Help implement smooth workflows and support constant process improvement.
Be the first line of quality control-catch issues before they become problems.
Stay on top of vendor communications (credit bureaus, appraisers, etc.) to avoid delays.
Who You Are
4+ years of experience in mortgage loan processing or underwriting.
Confident with DU/LP findings and income analysis-you know how to read the room (and the numbers).
Experience processing loans with a direct-to-consumer lender.
Autonomous, yet a natural team player who communicates effortlessly.
Thrives in motion: You like being busy, hitting goals, and staying organized under pressure.
Positive mindset that doesn't shake under stress.
Hungry for personal and professional growth. You want to move up.
High accountability. You own your work and love being relied on.
Bonus Points For:
Underwriting knowledge
Perks & Benefits
Competitive compensation + performance bonuses
Comprehensive medical/dental/vision
401K with company match
Paid holidays, PTO, and parental leave
Life & disability insurance
Home mortgage discounts
A vibrant, motivated culture you'll actually enjoy being part of
Ready to Level Up?
If you're a self-motivated, detail-oriented Loan Processor with the drive to build your career while making an impact-this is your moment. Join a company where momentum is the norm and growth is expected.
Apply now and bring your energy!
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Privacy Policy
$35k-43k yearly est. Auto-Apply 60d+ ago
Remote W2 Mortgage Processor (Salary and Benefits) (Veteran Only)
The VAB
Remote junior processor job
Position Overview: The Mortgage Processor (Veterans Only) is responsible for managing and processing mortgage loan applications, ensuring that all required documentation is accurate and complete. This role involves coordinating with loan officers, underwriters, and clients to facilitate a smooth and efficient loan approval process. The processor works under the supervision of a financial institution or mortgage company and focuses on serving the veteran community. This is a salaried position with benefits.
Key Responsibilities:
Loan Application Review:
Review mortgage loan applications for completeness and accuracy.
Verify client information and gather necessary documentation, including credit reports, income statements, and employment records.
Ensure all required documents are obtained and properly filed.
Documentation and Verification:
Verify the accuracy of all information provided by clients.
Ensure that all documentation meets federal, state, and company regulations.
Order and review third-party services such as appraisals, title searches, and credit reports.
Coordination and Communication:
Communicate with loan officers, underwriters, and clients to gather additional information as needed.
Coordinate with relevant parties to resolve any issues or discrepancies in the loan application.
Keep clients informed of the loan status and any additional documentation required.
Loan Processing:
Prepare and submit loan files for underwriting approval.
Monitor the loan approval process to ensure timely and accurate completion.
Address any conditions specified by underwriters and ensure all requirements are met.
Compliance and Record-Keeping:
Maintain accurate and up-to-date records of loan applications and processing activities.
Ensure compliance with all regulatory and company guidelines and standards.
Protect client confidentiality and secure sensitive financial information.
Veteran Community Engagement:
Act as a liaison between the financial institution and the veteran community.
Provide specialized services and advice tailored to the unique needs of veterans and their families.
Participate in events, seminars, and workshops aimed at educating veterans about mortgage options and financial planning.
Training and Development:
Stay informed about industry trends, regulations, and products through ongoing training and professional development.
Attend company meetings, training sessions, and seminars as required.
Qualifications:
Education: Bachelor's degree in finance, business, or a related field is preferred. High school diploma or equivalent is required.
Experience: Previous experience in mortgage processing, financial services, or a related field is preferred. Military experience is highly valued.
Skills:
Strong attention to detail and organizational skills.
Excellent communication and interpersonal abilities.
Proficiency in computer software and systems used in mortgage processing.
Ability to work independently and manage time effectively.
$35k-48k yearly est. 60d+ ago
Paralegal or Mortgage Processor (Bankruptcy and Mortgage Modification)
John Damato PLLC
Remote junior processor job
Job DescriptionHours: 10-25 hours per week Work on site: Cheektowaga, NY Need assistance in the following areas of practice:
Bankruptcy: Assist Bankruptcy Attorney with his bankruptcy practice.
Mortgage Modification: Prepare mortgage modification applications for attorney review, submit to mortgage companies or their attorneys to save a clients home from a foreclosure sale.
Manage both types of files for the attorney.
We are looking for a Superstar. Dont even consider responding to this ad unless:
you are truly talented;
you are a pleasure to deal with;
you believe that you can be the best at almost anything you do and you can prove that;
you enjoy developing a deep and meaningful rapport with clients;
you are extremely customer-oriented;
you have a burning desire to succeed;
you are highly motivated;
you have a never-say-die attitude; and
you find ways to perform well, even in bad situations
The Ideal Person:
We firmly believe in hiring the RIGHT person for this job, not simply the person with the most credentials. The person we hire will know what it means to meet deadlines, work independently, and will restore our faith in the American work ethic. We like working with smart, motivated individuals who are eager to learn.
We would love to work with an experienced (5+ years) paralegal or mortgage processor who is motivated and has significant experience in one or more of the following areas of law: mortgage modification, bankruptcy, foreclosure and/or real estate, but we are willing to teach the RIGHT person who has a year or two of experience as a paralegal or mortgage processor.
If you are interested in helping people save their homes through mortgage modification law or bankruptcy, are a quick learner, can follow clearly stated expectations, will follow the standards and procedures of John DAmato PLLC, will conduct yourself in a professional manner, and
clearly understand the difference between activity and accomplishment
, then you should apply today! We would love to hear from you.
What you can expect:
Gentle, flexible hours and fast payment. Unlike full time mortgage processors or paralegals, you show up (or work from home), and do your work on a flexible schedule that you set. You will be free to enjoy life, making a difference and helping people. Isnt that your ideal for a work-life balance?
Low pressure and a low-stress environment. We believe this is an ideal position for someone who wants part-time work as a retired individual or someone who wants to raise a family and still work part-time.
Compensation: To be determined based upon the package you send us. We will pay hourly or on a fixed-fee basis. We would rather work with someone motivated to finish a task than to pay someone on an hourly basis. This means you will have the chance to make more money if you work harder.
Please do not apply if:
You are someone looking for full-time work, but cannot find it;
you do not already understand: how to prepare a budget;
you make excuses for your poor performance;
you view firm clients as an inconvenience;
you are not punctual;
you were the student who needed mom or dad to remind you about completing your homework or your projects;
you need a lot of direction and hands-on guidance;
you are already set in your ways and are not willing to learn; and
you prefer to put off until tomorrow what could be done today.
This is not the job for you.
$39k-53k yearly est. 27d ago
Mortgage Loan Processor III
City National Bank 4.9
Remote junior processor job
WHAT IS THE OPPORTUNITY? The Mortgage Loan Processor III is responsible for processing home equity line of credit's, purchase, and refinance transactions. They will examine and evaluate approval of client applications and will be responsible for ensuring loans close in a timely basis. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
WHAT WILL YOU DO?
* Review loan approvals to determine what documents are required to move to closing.
* Communicate and respond to internal customers within 2 hours.
* Utilize pipeline reports to effectively manage and prioritize daily workflow.
* Ensure all loans are reviewed at least every 3 days.
* Effectively manage an individual pipeline of 30-50 loans.
* Maintains current knowledge of CNB guidelines and loan programs.
* Meet and exceed monthly funding goals as set forth by management.
* Other duties as/or assigned by management.
WHAT DO YOU NEED TO SUCCEED?
*Required Qualifications**
* H.S. Diploma
* Minimum 3 years recent mortgage experience.
* Minimum 3 year basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
* Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
*Additional Qualifications*
* Ability to identify and resolve problems in a timely manner.
* Strong attention to detail and accuracy.
* Ability to maintain high levels of performance, especially in stressful situations.
* Strong knowledge of federal/state regulatory policies and procedures. (TRID Experience Required)
* Excellent written and verbal skills.
* Excellent organizational skills.
* Ability to multi-task and work in a deadline driven environment.
* Proficient PC skills, including Microsoft Office and Loan Origination systems.
***this role sits in NYC metro area***
*WHAT'S IN IT FOR YOU?*
*Compensation*Starting base salary: $25.93 - $41.43 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.
\#LI-RK
\#CA-RK
$25.9-41.4 hourly 60d+ ago
Mortgage Loan Processor - REMOTE
Amerisave Mortgage 4.3
Remote junior processor job
Description AmeriSave Mortgage has set the standard in online mortgage lending with over $130 billion in funded loan volume. As one of the top-rated, largest privately-owned online mortgage lenders in the nation, our mission is to deliver beneficial, responsible home lending solutions with unwavering integrity, dedication and excellence. Our employees are the driving force behind our success. We believe in the power of a dynamic and talented workforce and creating an environment where your contributions are not just recognized, they're celebrated. Your success is our success, and we are seeking skilled professionals who are ready to bring their A-game, exceed benchmarks and enhance the overall excellence of AmeriSave, while also growing and advancing their careers. At AmeriSave, we're one team with one shared dream - to be the best. Let's redefine excellence together! What we're looking for: AmeriSave is currently hiring Loan Processors to join our winning team. We offer advanced technology and support roles that enable our processors to easily manage larger pipelines and earn lucrative bonuses that are paid out every pay period. The ideal candidate has superb customer service skills, is well versed in general mortgage knowledge and guidelines, and loves working in a fast-paced environment. Candidates must be detail oriented with strong written and verbal communication skills.
This is a remote opportunity to work from home. Schedules are Tuesday - Saturday or Sunday - Thursday, 9am - 6pm PST or Monday - Friday, 12pm - 9pm PST. Remote work applicants may not work from the following states: California
What You'll Do:
Responsible for a pipeline of 40-50 loans per month, both refinances and home equity loans
Review loan application package for completeness and accuracy, reconcile application against system input
Responsible for gathering required documentation from customer and third parties in support of the loan approval decision
Responsible for prompt, professional communication to customers, loan officers & underwriters
Responsible for calculating and analyzing income, assets and liabilities
Utilization of AUSSIE and company procedures
Establish an ongoing relationship by delivering best-in-class customer service
What You'll Need:
Minimum of 2 years recent mortgage loan experience
Must be self-directed, motivated, and comfortable working in an extremely fast paced environment
Must be proficient in Microsoft Office, DU, LP, CRM
Exceptional problem-solving and customer service skills
Detail-oriented and demonstrate excellent decision making skills
Excellent communication skills
**Please note that the compensation and benefit information that follows is a good faith estimate for this position only and is provided pursuant to applicable state and local laws on pay transparency. It is estimated based on what a successful applicant in the relevant state might be paid. ** Compensation
The hourly rate for this position is $19 per hour, against commission based on individual performance. Target annual compensation for this position is $60,000 to $120,000.
Benefits: · 401(k) · Dental insurance · Disability insurance · Employee discounts · Health insurance · Life insurance · Paid time off · 12 paid holidays per year · Paid training · Referral program · Vision insurance Supplemental pay types: · Bonus · Referral bonuses AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
$38k-48k yearly est. Auto-Apply 18d ago
Remote Sr, Loan Processor, Wholesale,
Carrington Mortgage 4.5
Remote junior processor job
Come join our amazing team and work Remote !
Responsible for providing quality loan processing, reviewing files for adherence to underwriting standards and ensuring completeness of submission. Obtains necessary information (i.e., loan applications, credit documents, appraisals, etc.) to process and complete mortgage loan files. 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 $58,000.00 to $70,000.00.
What you'll do:
Receives and review loans submissions, monitors incoming documents, and verifies data collected by Brokers.
Obtains necessary information (i.e., loan applications, credit documents, appraisals, etc.) to process and complete mortgage loan files.
Organizes and inputs loan information received into the company's Loan Origination System (LOS).
Maintains open files, orders appraisals, sends verifications, and acquires documentation related to Borrower and property.
Ensures the quality and compliance of work with Company policies, procedures, and investor guidelines.
Ensures that all loans are processed to meet Company and Investor guidelines
Communicates with Escrow Officer/Settlement Agent, Title Officer, Realtor, Closing Agent, and Appraisal Management Company, and other external parties as required to resolve outstanding issues.
Communicates with Sales Management, Account Executives, Operations Manager, Disclosure Department, Underwriting Department, Docs/Funding Department, and other internal staff as required to resolve outstanding issues.
Informs Account Executive, Broker, and/or borrower about discrepancies in title, appraisals, credit, employment, income and other file related items and status of the loan.
Reviews and evaluates credit information on mortgage loan documents to determine acceptability for loan programs.
Pulls or verifies credit reports and flood certificates as needed.
Submits completed file to Underwriting Department for approval.
Obtains necessary stipulations to clear stipulations prior to docs and funding as required by Underwriting.
Ensures compliance deadlines are met with regards to issuance of initial disclosures, approval letters and denial notices.
Process 4506T, lock confirmations and request Change of Circumstance (COC's) as needed.
Proactively monitors pipeline to ensure timely funding of loans.
Assists Post Closing Department as needed with making the loan whole for purchase into secondary market.
What you'll need:
Maintains highly confidential information in accordance with Company's privacy policy concerning borrower's information (concerning borrower's confidential information)
Must demonstrate thorough knowledge of all aspects of mortgage loan processing function and underwriting guidelines.
Excellent computer skills and working knowledge of Microsoft Office products.
Strong skill in the use of office machines such as computer, copiers, fax machines.
Strong customer service skills.
Requires extremely high level of organizational skills and ability to work on several tasks simultaneously.
Ability to maintain constant contact with borrower and internal office staff.
Ability to communicate effectively both verbally and in writing.
Ability to handle detailed assignments.
Ability to organize and prioritize workload and meet deadlines.
Requires a High School diploma or equivalent work experience.
Three or more years Loan Processing work experience required.
Encompass/Empower experience preferred.
Desktop Underwriting (“DU”), Loan Prospector (“LP”) and/or other Automated Underwriting Engines (“AUS”) experience preferred.
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.
$58k-70k yearly Auto-Apply 34d ago
Loan Processor
Crosscountry Mortgage 4.1
Remote junior processor job
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
Position Overview:
The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations.
Job Responsibilities:
Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting.
Assemble the complete loan package in proper order for underwriting.
Verify all required documentation (pre-underwrite) in the file.
Complete the required loan checklist.
Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting.
Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan.
Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures.
Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information.
Verify that vendor orders are complete, invoices are received and in the applicant's E-file.
Manage pipeline by completing and submitting reports within allotted turn-around times.
Assist set-up of loans.
Document all communication related to the loan application in the conversation log.
Train and assist supervision of new Loan Processors and other processing personnel.
Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors.
Available to work varying hours and overtime if needed.
Qualifications and Skills:
High School Diploma or equivalent.
Minimum of 5 years' residential mortgage processing experience.
Experience with Encompass.
Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred.
Knowledge of DU, LP, Microsoft Office, and Windows.
Excellent math and analytical skills.
Excellent communication skills.
Excellent prioritization and time management skills.
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
Base Pay: $31.25 - $33.65
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 ***************************
$31.3-33.7 hourly Auto-Apply 60d+ ago
Commercial Mortgage Processor
Better Talent Advisors
Remote junior processor job
Based in the Chicago area and doing business around the country, we are an established boutique mortgage brokerage firm specializing in commercial projects and ultra luxury properties. Our clientele are typically high networth individuals and investment groups. We are lean and mighty, and operate in a close-knit work environment. Due to expansion, we are looking for a bright and experienced Commercial Mortgage Processor to join our growing organization. We will invest in your development and provide a dynamic work environment where you're challenged, valued and empowered every day. We strive to be the best destination for the industry's top talent, creating a diverse, collaborative workplace that celebrates innovation and change. We are one team, working together to get things done.
Scope/Responsibilities
The Mortgage Processor has limited contact with customers, frequent contact with loan officers, lending assistants, other departments, title companies, etc. The incumbent must be able to function efficiently and effectively under deadlines while maintaining a professional and mature demeanor. The Mortgage Processor must exercise independent judgment and decision-making in routine situations.
Essential Functions
Prepare loan documentation for all new loans, modifications, and renewals.
Review provided documents to ensure loan package is accurate (vehicle reports, flood, appraisal, title work, etc.) and that all documentation matches the credit approval.
Facilitate open communication with the lending staff throughout the entire loan process.
Process and respond to all incoming methods of communication.
Take necessary action to resolve deficiencies and escalate questions/concerns to appropriate level when needed.
Adapt to change in the work environment, manage competing demands and handle frequent changes.Perform all other duties as assigned.
Actively participates in the Customer Service First sales and service culture, supports the values of the Organization, and follows established Bank policies and procedures.
Experience & Qualifications
3+ years professional experience as a Commercial Mortgage Processor
3+ years in an environment focused on high net worth clientele and super jumbo loans
Bachelors Degree from an accredited 4 year University
Project Management experience and PMP preferred
Exceptional written and verbal communication including extensive, detail oriented, correspondences
Demonstrated ability to work on deadlines with great attention to detail.Proactive and independent with the ability to take initiative.
Excellent time management skills with a proven ability to meet deadlines.
The ability to think critically and find alternative solutions.
Proficient with or the ability to quickly learn loan processing software or other lending systems.
Proficient with Microsoft Office Suite or related software.
What's In It For You:
Competitive base salary and bonuses
Remote work with some need for in person meetings in the Chicago area
Generous benefits and PTO
Opportunity for an outsized impact in the company given our size and your key role in driving us forward. This is a fantastic opportunity for someone who is interested to learn the ins and outs of developing renewable energy projects!
About You: For this key position, we are seeking a person who is a forward leaning self-starter that takes a high degree of ownership in their areas of responsibilities. A high level of organization and attention to detail is essential but it's not enough to understand what's going on - this role requires utilizing that knowledge and driving action. So, if you are an experienced Commercial Mortgage Processor who is interested in joining a fast paced, tight-knit firm where your work will be visible, valued, and rewarded, please apply now as interviews are ongoing!
$32k-43k yearly est. 60d+ ago
Document Processor / Compliance Analyst
BCS Financial 4.2
Remote junior processor job
Document Processor / Compliance Analyst (Full-Time - NJ)
Business Credentialing Services, Inc. (BCS) is a fast-growing technology company in the insurance and risk management industries. We are growing our Operations department and are looking to hire a Document Processor to assist with data entry and customer support. Today, we have more than 70 employees and two office locations in Parsippany, NJ and Provo, UT. Our compliance and risk management platform helps companies reduce their risk exposure by systematically verifying Vendors/Suppliers they do business with. Blending professional services with web-based applications, BCS continues to maintain its foothold as one of the industry leaders.
Job Type: Full-time Employee
Pay: $19.50 per hour
Responsibilities:
Perform data entry tasks, including inputting and updating information in databases.
Review incoming documentation to verify pertinent information for our clients.
Send emails and make phone calls to provide feedback on the documents received.
Assist with administrative tasks as needed.
Attend team meetings/phone calls.
Requirements:
Strong data entry skills with a high level of accuracy and attention to detail.
Strong written and verbal communication skills.
Excellent organizational and time management skills.
Ability to perform data entry tasks within our software platform quickly and accurately.
Intermediate computer literacy is required.
Bachelor's Degree required in any field.
Employee Benefits and Additional Information:
Starting Pay Rate: $19.50 per hour.
Required to report to the office in Parsippany, NJ Monday - Friday. When an employee reaches six months of employment, they can work remotely one day per week. When an employee reaches three years of service, they can work remotely two days per week.
Semi-Annual Pay Increases - Employee can earn up to a 2.5% pay rate increase every six months based on performance.
Healthcare Benefits (Medical, Vision, Dental) are available for employees on their first day of employment.
401(k) / Retirement Benefits - An employee is eligible to participate in the BCS 401(k) program with company matching on their three-month anniversary.
Paid Federal Holidays and Paid Time Off.
$19.5 hourly Auto-Apply 48d ago
Mortgage Loan Processor II (Mid-level)
Equity Resources 4.0
Remote junior processor job
Full-time Description
Are you an experienced mortgage processor who's been searching for a great company that's family owned, that recognizes your contributions, and has a philosophy of
no layoffs
during the down-season? A company whose goal and purpose is to
Improve the Lives of Families
? Take a look at Equity Resources! We are a fun and friendly environment where we work together to meet our daily goals.
Why you'll love working here
Candidates local to Central Ohio will be asked to work a structured hybrid schedule and can enjoy our corporate office in Newark's historic downtown square. (Remote work is available for candidates located outside of Central Ohio).
Choose from flexible hours: 8:30 AM - 5:00 PM with a 30-minute lunch, or 8 AM - 5 PM / 8:30 AM - 5:30 PM with a 1-hour lunch.
Generous PTO, 10 paid holidays, plus a day off for your birthday!
Full benefits package (including pet insurance!) first of the month after your first 30 days.
401(k) option with a generous company match -helping you grow your retirement savings faster.
Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer.
Join a stable, employee-focused company that's been growing since 1993.
Requirements
Requires at least 3 years of recent mortgage loan processing experience; ideal candidates will have 3 - 5 years of recent experience.
Must reside in a state in which Equity Resources is currently licensed.
Must have experience supporting multiple loan officers/originators.
Experience working in the Encompass LOS is preferred.
Ability to manage and process up to 30 client loan files simultaneously, keeping accurate documentation for each loan.
Work independently with minimal supervision, applying sound judgment and attention to detail.
Organized and thorough in gathering borrower information, verifying documents, and managing files from preapproval to closing.
Strong interpersonal skills with the ability to build trust and communicate effectively with borrowers, team members, and third-party vendors.
What your day will look like
The primary objective of the Mortgage Loan Processor is to make sure loans are fully processed, submitted, approved, closed, and funded with minimal involvement from the Loan Officers/Originators. You will work to obtain and review all client documents, review for accuracy and completeness, and assure that all supporting documentation is sufficient for the borrower and subject property in order to close and fund the loan.
You will be responsible for the team pipeline to ensure all closing dates and commitment dates are met. You will interact with the Loan Officers, Underwriters, Back Office, and Closers. You will foster an atmosphere of exceptional customer service and a work environment that is edifying and supportive, creating Raving Fans both internally and externally.
The following duties would be applicable:
Serve as a primary point of contact by answering phone calls and providing timely updates to internal and external customers.
Monitor loan progress and follow up on outstanding items to ensure timely completion of the loan package.
Order and follow up on third-party items such as title, VOEs, VODs, insurance, and appraisals.
Pulling Credit Bureaus and working with the Credit Bureau to update customer accounts.
Ensure all loan packages are complete and compliant before submitting to underwriting.
Following up with the underwriter for approvals and work on conditions.
Supporting the Company's strong relationship of “Raving Fan Service” culture through on-going customer contact, quality customer service, and superior product knowledge.
Adhere to company policies, procedures, and ethical standards.
Perform additional duties as needed to support individual loan files and team goals.
About Us
Equity Resources, Inc. is a privately owned and operated mortgage company headquartered in Newark, Ohio. We are licensed in 22 states, including Washington D.C., and operate branch offices in many of those locations. Our vision and purpose at Equity Resources, Inc. is quite simply to Improve the Lives of Families. We pride ourselves in creating Raving Fans of our customers AND our employees. We are celebrating our 33rd year in business and are continuing to grow! Come join our team!
Equity Resources offers a comprehensive total compensation and benefits package that includes medical, dental, and vision insurance; 401(k) with company match; company-paid life insurance; and much more!
Equity Resources is an equal opportunity employer. It does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.
$31k-40k yearly est. 31d ago
Medical Records Document Processor (on site)
EXL Talent Acquisition Team
Remote junior processor job
Why Choose EXL Health?
At EXL Health, we're more than just a company-we're a team committed to innovation and excellence in healthcare. From your first day, you'll collaborate with talented professionals, sharpen your skills, and contribute to solutions that shape the future of healthcare.
Here's what makes this role and our culture exciting:
Dynamic and supportive environment: Work in a fast-paced, high-energy setting where your contributions matter.
Endless learning opportunities: Gain firsthand experience in medical records management, workflow optimization, and team collaboration.
Growth potential: EXL Health values your development with mentoring programs and pathways for advancement.
Purpose-driven work: Join a mission that helps improve healthcare processes while safeguarding patient confidentiality.
What We're Looking For:
Experience and Education: High school diploma (or equivalent) required. Previous experience in healthcare, medical records, or document processing is a plus.
Skills: Strong organizational abilities, attention to detail, and problem-solving mindset. Proficiency in Microsoft Excel and Outlook is essential.
Work Ethic: Comfortable managing multiple tasks in a high-volume environment, working independently or as part of a team.
Physical Requirements: Ability to stand for extended periods and lift up to 50 lbs.
What You'll Gain:
At EXL Health, we invest in our people with benefits and opportunities that make a difference:
Professional Growth: Learn from industry leaders and grow your expertise in healthcare operations.
Collaboration: Be part of a close-knit, supportive team that values your contributions.
Work-Life Balance: Enjoy a consistent weekday schedule, leaving your evenings and weekends open.
Recognition: Your efforts won't go unnoticed-we celebrate achievements and foster a culture of appreciation.
EXL Health offers an exciting, fast paced and innovative environment, which brings together a group of sharp and entrepreneurial professionals who are eager to influence business decisions.
From your very first day, you get an opportunity to work closely with highly experienced, world class Healthcare consultants.
You can expect to learn many aspects of businesses that our clients engage in. You will also learn effective teamwork and time-management skills - key aspects for personal and professional growth.
We provide guidance/ coaching to every employee through our mentoring program where in every junior level employee is assigned a senior level professional as advisors.
Sky is the limit for our team members. The unique experiences gathered at EXL Health sets the stage for further growth and development in our company and beyond.
Base Pay Range - $35,000 - $40,000 annually
For more information on benefits and what we offer please visit us at **************************************************
What You'll Do:
Your day-to-day will be engaging and varied!
Open, review, and sort incoming mail by client and audit program.
Prepare, process, and review medical records-both physical and electronic-for scanning and distribution.
Collaborate with internal teams and providers via email to resolve issues.
Handle return mail, audit letters, and outgoing correspondence.
Operate office equipment, troubleshoot workflow issues, and meet productivity and quality standards.
Maintain trackers and ensure HIPAA compliance.
$35k-40k yearly Auto-Apply 42d ago
Mortgage Loan Processor I
Sb Financial Group, Inc. 4.0
Junior processor job in Dublin, OH
State Bank, a growing Community Bank, has an opportunity for a self-motivated and detail-oriented individual to join our team of mortgage loan processing professionals. We are seeking a Full Time Mortgage Loan Processor I to work in either our Defiance corporate office or our Dublin Office.
This position is responsible for a variety of duties to support the mortgage loan processing function, including coordinating work within the department as well as other departments, and providing exceptional internal and external customer service.
State Bank offers an extensive benefits package including paid vacation and PTO, medical/dental/vision insurance, company-paid life and AD&D insurance, a company-matched 401(k) retirement plan, company-provided short and long-term disability, monthly incentive payouts, a community volunteer program, and growth opportunities.
Apply today!
Equal Opportunity Employer
$32k-40k yearly est. Auto-Apply 60d+ ago
Sr Application Processor
Northwestern Mutual 4.5
Remote junior processor job
As a Senior Application Processor, you will work as part of a team responsible for consulting, communicating and corresponding on issues related to the input of life insurance application data, including auditing applications and data input, for the purpose of establishing computer records for underwriting and other required purposes. You will troubleshoot and resolve complex application issues, whether technical/system or application-related, identifying errors and determining appropriate corrective action. As appropriate, you will handle analytical and technical review of sensitive/confidential cases referred by Application Processors and others, as appropriate. You have a commitment to staying up-to-date on company guidelines to better enable yourself to effectively analyze and respond to exceptions and unusual situations. Above all, you demand excellence of yourself; you handle tasks with the highest possible degree of accuracy and discretion.
Primary Duties and Responsibilities
The Sr. Processor is responsible for all the duties outlined in the lower level position with additional responsibilities for the job tasks involving more in-depth analytical and technical review of sensitive cases referred by Processors as well as LUCs, and other workgroups in TC/TUP.
The Sr. Processor is accountable for accurate and timely completion of all Home Office and Field Office input work types.
The incumbent is also responsible for inputting the confidential applications for HO employees and VIP cases.
The employee must be familiar with company guidelines and unusual situations to analyze the in-force term contract.
The Sr. Processor initiates appropriate resolution or referral to the underwriter/coordinator upon same day completion of H.O. input.
Accurate Home Office input is an integral part of establishing permanent client data records which impacts premium billing, premium refunds, corporate planning and New Business analysis.
The employee completes Field Office input of applications that are submitted as part of the Centralized Application Input program and those that cannot be done by the field staff or need to be reprocessed as required for cases with system limitations, new products, and/or department and training test cases.
The Sr. Processor must inspect, analyze, and check for completeness and discrepancies and makes appropriate E-Referrals (notes) to the underwriter within department guidelines and standards.
The Sr. Processor also serves as a resource for Field Office Input Coordinator for questions and provides recommendations for case completion.
The incumbent also serves as the contact resource for cases that need special handling such as, JCL, Manual Splits and Premium Waiver Splits.
The Sr. Processor is responsible to troubleshoot and resolve complex App Input issues whether system or application related.
The Sr. Processor demonstrates analytical and technical skills by:
Identifying errors, determining the appropriate corrective action to take
Reviewing and correcting insurance rejects on the data base" Adding/Removing applications from exiting and new ISA
Inputting the detailed changes and communicate them to the underwriter or TC Coordinator.
Identifying and referring specific fields which require underwriter attention
Activating new Insurance Service Accounts (ISA)
Documenting necessary case notes for proper handling of app
Maintaining performance levels within the standards set for quality and other metrics.
The Sr. Processor is responsible to provide customer-focused service to internal and external customers by:
Fostering a positive work team environment
Participating in divisional or department committees
Providing service through interpersonal, verbal and written communication
Providing training support to the Network Offices upon request
Serving as an App Input resource to the Field as the primary contact for the New Business Call Center
Supporting and participating in divisional PACE objectives
Distributing exception cases and FOI to all App Processors
Independently resolves problems with applications submitted Not in Good Order (NIGO)
Training and supporting new team members as needed
Qualifications
Successful completion of any required testing.
Demonstrated ability to handle fast-paced, high volume work with high degree of accuracy.
Ability to interact tactfully and positively with the Field Force and Home Office personnel.
Keyboarding skills required.
Demonstrated ability to complete assignments with minimal direction and to handle details accurately.
This position has been classified as an Associated Person under NMIS guidelines and requires fingerprinting and completion of required form.Non-Registered Fingerprinted - FINRA
Compensation Range:
Pay Range - Start:
$18.37
Pay Range - End:
$27.55
Geographic Specific Pay Structure:
Structure 110:
Structure 115:
We believe in fairness and transparency. It's why we share the salary range for most of our roles. However, final salaries are based on a number of factors, including the skills and experience of the candidate; the current market; location of the candidate; and other factors uncovered in the hiring process. The standard pay structure is listed but if you're living in California, New York City or other eligible location, geographic specific pay structures, compensation and benefits could be applicable, click here to learn more.
Grow your career with a best-in-class company that puts our clients' interests at the center of all we do. Get started now!
Northwestern Mutual is an equal opportunity employer who welcomes and encourages diversity in the workforce. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
$18.4 hourly Auto-Apply 14d ago
Loan Processor
First Bank 4.6
Remote junior processor job
Thank you for your interest in joining First Bank. If you're looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you've come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Loan Processor.
The Loan Processor helps the bank to fulfill its vision by by maximizing the client experience and expanding client relationships
Duties and Responsibilities
Takes ownership of loan processing responsibilities within 10 minutes of receipt.
Processes loan documentation with 100% accuracy.
Ensures all tracking items are input into the collateral tracking system (exceptions and covenants).
Organizes files according to filing procedures immediately after scanning.
Performs account maintenance, research, and any additional responsibilities as needed to support Loan Operations functions.
Prepares extension agreements, addendums, or collateral substitutions as needed.
Performs daily, weekly, and monthly departmental tasks as assigned.
Books loans to core system within 24 hours of receipt or rescission.
Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses.
Qualifications
Work experience: 2 years of banking, accounting, or finance experience
Education: Bachelor's degree in business or related field preferred
Skills
Interpreting
Researching
Reporting
Problem solving
Computer usage
Verbal and written communication
Detail orientation
Work Environment
Work Hours: Monday through Friday, 8:00-5:00 (Additional hours may be required for company meetings or training.)
Job Arrangement: Full-time, permanent
Travel Requirement: The job may require travel on rare occasions for training or other work-related duties.
Remote Work: The job role is primarily in-person. A personal or work crisis could prompt the role to become temporarily remote.
Physical Effort: May require sitting for prolonged periods. Requires standing for periods of time for filing.
Environmental Conditions: No adverse environmental conditions expected.
The position offers a competitive salary, 401K-retirement plan, and other benefits.
EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources.
This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period.
Replies to all questions will be held in strictest confidence.
In order to be considered for employment, this application must be completed in full.
APPLICANT'S STATEMENT
By submitting an application I agree to the following statement:
(A) In consideration for the Bank's review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation.
(B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank's human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information.
(C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice.
(D) If hired, I will comply with all rules and regulations as set forth in the Bank's policy manual and other communications distributed to employees.
(E) If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination.
(F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered.
(G) I hereby acknowledge that I have read the above statement and understand the same.
$31k-37k yearly est. 60d+ ago
Home Equity Loan Processor
Telhio Credit Union 3.8
Junior processor job in Columbus, OH
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 Home Equity Loan Processor is responsible for processing all home equity loan applications. Processing is performed accurately and within established timelines. The processor acts as a liaison during the home equity process working directly with the Telhio loan officer and borrower to obtain all necessary information to process and fund the loan. The processor works with the Telhio loan officer to restructure the loan as needed to comply with underwriting guidelines. They prepare and distribute early disclosures, loan estimates and closing documents for Telhio members for all home equity loans in accordance with State and Federal Regulations.
Home Equity Processors will have access to non-public information and must maintain confidentiality. The processor must possess effective written and verbal communication and maintains regulatory knowledge applicable to job responsibilities. This role will interact with several departments in the credit union including the branch network, lending center, underwriting team and the Home Equity Compliance Specialist. Upholds and embodies the Telhio Core Values of Caring, Commitment, and Integrity.
Responsibilities:
The Home Equity Processor will be responsible for functions that align with our Consumer Lending goals to create an exceptional member experience. This includes:
* Communicates effectively with borrower to obtain the necessary documents needed to satisfy underwriting stipulations
* Adheres to and maintains knowledge of all related government regulations
* Reviews, prepares and sends loan disclosures for home equity loans compliant with TRID guidelines
* Ensures accuracy of information within documents provided by borrowers prior to uploading and sending to underwriting for review
* Delivers the highest level of support to their lending partners while responding to all requests in a timely manner
* Accurately logs and tracks home equity files in process
* Communicates updates and final approvals to loan officers
* Prepares, reviews and sends closing documents for home equity closings. Includes any necessary instruction and documentation
* Completes funding of home equity loans in the absence of the Home Equity Compliance Specialist
* Obtains property evaluations, title work and flood certification as required by Telhio guidelines.
Performance Metrics
* Completes general loan processing with attention to detail
* Reviews and prepares and distributes accurate home equity loan documents and disclosures
* Accurately logs loans to the processing worksheet
* Works effectively with loan officers to correct loan errors and restructure loans as needed
* Submits files to Underwriting with clear, accurate stips
* Complies with Service Level Agreement -
* Processes loans to meet established service level agreement
* Manages pipeline to provide extraordinary service to internal and external members.
* Maintains knowledge of TRID guidelines and completes disclosures accordingly
* Demonstrates teamwork and leadership -
* Contributes to a positive and motivating work environment that encourages individual growth and success.
* Fulfills commitments to team members
* Communicates effectively with Telhio Credit Union employees
* Actively participates in 1:1 meetings with supervisor and team meetings
* Assists consumer lending or other line of business projects as needed
* Completes funding of home equity loans in the absence of the Home Equity Compliance Specialist
* Other duties as assigned -
Qualifications:
* Knowledge of Product & Services
* Knowledge of Process Procedures
* Time Management
* Attention to Detail
* Knowledge of Telhio's Loan Policy and products
* Knowledge of Home Equity and TRID Regulations
* Excellent verbal and written communication skills
* Organizational Skills
* High Professionalism
* Ability to work in a fast-paced environment
* Analytical and quantitative skill
* High school graduate or G.E.D.
* Proficient in MS Office Suite, DNA, MeridianLink
* Telhio applicants must be able to pass a background check including: credit, drug screen, bondability, and criminal background.
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
$28k-34k yearly est. 35d ago
Consumer Loan Processor
Kemba Financial Credit Union 3.8
Junior processor job in Columbus, OH
Job Description
Title: Consumer Loan Processor
Reports to: Consumer Loan Processing Manager
Supervises: None
Status: Non-Exempt
Objective
The Consumer Loan Processor is responsible for providing the diligence required to complete the process for consumer loans.
Duties and Responsibilities
Ensures accuracy for all consumer loans by auditing file, preparing loan checklists, ensuring system set-up is accurate, verifying all required information is collected for specific loan type, and meeting stipulations by reviewing attached documentation
Prepares loan documents for closing via electronic system for e-sign documents, office documents and mailed documents
Ensures identity authentication is properly requested and completed for e-sign documents
Processes and disburses consumer loans by verifying signatures and required documents are complete and correct, archiving signed documents, mailing loan proceeds checks and member communication, process balance credit card limit increases and balance transfers, and disburses loan to core system
Opens membership accounts and adheres to membership requirements based on the Credit Union's policies and procedures
Assists with research and resolution of any consumer loan related issues
Communicates with KEMBA associates, members, and dealerships as needed in day-to-day operations of the department
Provides exceptional member care by having good time management skills and accurate execution of job duties
Strives to meet all goals established for this position
Performs all duties in a manner that is fully compliant with applicable industry regulations as well as KEMBA policy and procedures
Develops an understanding of Credit Union history, philosophy, organization, policies, and operational procedures
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs
Relates to others beyond giving and receiving instructions:
Communicates with coworkers or peers without exhibiting behavioral extremes
Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others
Responds appropriately to feedback from a supervisor
Performs other duties as required by management
Required Qualifications
High school diploma or equivalent education and experience
1 Year related experience in a financial institution
Knowledge of title work and lien filings
Strong organizational skills and attention to detail
Values a high degree of accuracy and speed
Professional demeanor
Effective verbal and written communication skills
Adapts to quick changes in pace or workload
Ability to work well independently, or as part of a team
Assertive problem-solving skills
Physical Demands
The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions.
The employee is regularly required to sit, use their hands, reach with arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment.
$32k-36k yearly est. 14d ago
Title Express Processor (Remote)
Copart 4.8
Remote junior processor job
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Title Express Processor is responsible for assisting auto insurance companies with procurement of vehicle titles, title paperwork, and working with financial institutions and vehicle owners.
Call queue (ability to answer basic TE questions, give claim updates and direct caller to correct party/team if applicable
Total Loss Packets (create and send all documents required per state guidelines)
Initial Lien Holder calls (Calls are to secure payoff information, Letters of Guarantee and Copy of Title)
Initial calls to owners/insureds (these are customer specific tasks and it used to inform owner of packet that will be sent to them)
Follow-up calls to owners/insureds to follow-up on needed documents or corrected documents needed
Follow-up calls to Lien Holders (for documents listed above in the initial call)
Will send out revised packets to the owners/insureds as needed
Will be held to the internal cycle times and other auditable criteria
Mail Approvals -Reviewing all mail to ensure that documents are compliant per State guidelines
Launch the "Okay to Pay" the owner/insured to the Insurance company after final review of file for compliance
Will monitor and work a shared inbox to ensure the tasks and directives are addressed and completed per company policy, timelines, and contractual obligation.
Other tasks as assigned by management
Requirements
1 year of office customer service experience
Education: HS degree
Must live in the United States
Proficient in basic office equipment and with Microsoft products
Ability to identify/analyze vehicle title documents within company and State guidelines
Ability to work closely with State DMV's and Lien Holder entities
Problem solver
Ability to multi-task
Basic 10 key proficiency
Ability to work in a fast-paced environment
Excellent communication skills -- written and verbal
Excellent customer service skills and attitude
Basic math skills
Ability to delegate/prioritize workflow
Ability to work independently or in a team environment
Ability to read/write in English fluently and effectively
Valid driver's license
Occasional overtime as needed
Pay: $20.26 - $22.84 per hour
Benefits Summary:
Medical/Dental/Vision
401k plus a company match
ESPP - Employee Stock Purchase Plan
EAP - Employee Assistance Program
10 Vacation days per year
7 Paid Company Holidays
Life and AD&D Insurance
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
E-verify Participation
Right to Work