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Processor Jobs At Lincoln Financial Group

- 1022 Jobs
  • Mortgage Loan Processor

    Interamerican Bank 3.9company rating

    Miami, FL Jobs

    Founded in 1976, Interamerican Bank is a community bank based in Miami, Florida. With a commitment to personalized banking, Interamerican Bank offers a range of financial services including real estate loans, business loans, HELOCs, checking, and savings accounts. The bank is insured by the FDIC and is an equal housing lender. Role Description This is a full-time on-site role for a Mortgage Loan Processor at Interamerican Bank in Miami, FL. The Mortgage Loan Processor will be responsible for processing loan applications, underwriting loans, and ensuring compliance with mortgage industry regulations. Responsibilities Process residential loan applications from start to closing. Underwrite loans to assess borrower eligibility and creditworthiness. Review and analyze loan documents, ensuring accuracy and completeness. Maintain compliance with mortgage industry regulations and internal guidelines. Communicate with borrowers, loan officers, and other stakeholders to resolve issues and ensure timely loan closings. Manage a pipeline of loans efficiently in a fast-paced environment. Qualifications 3 -5 years of experience in mortgage loan processing and underwriting. Strong understanding of mortgage lending regulations and guidelines. Excellent attention to detail and organizational skills. Ability to analyze financial documents and assess risk. Strong communication and interpersonal skills. Bachelor's degree in Finance, Business, or a related field preferred. Bilingual (English and Spanish); goal oriented; salary commensurate with experience. EOE/ AA / M/F / D/V / DFWP
    $39k-48k yearly est. 1d ago
  • Mortgage Loan Processor

    Milend, Inc. 3.2company rating

    Alpharetta, GA Jobs

    This position is responsible for processing and managing a pipeline to meet average 21 day closing deadlines. The pipeline will consist of Conventional, FHA, VA & Non-QM loans. Willingness to communicate directly with Borrowers, LO's, Real Estate Agents & 3rd party vendors is required. Must be able to calculate income and analyze all supporting documentation for compliance and loan eligibility. Concise and accurate input of data into Encompass. Send and follow-up on verifications to employers, banks, creditors, etc. Submit a complete and accurate file to underwriting. Redisclose within 3 days of a valid change of circumstance. Requirements: Minimum of 5+ years experience processing mortgage loans. Highly organized and proactive; able to meet deadlines in a fast-paced environment. Solid working knowledge of DU/LP. Experience utilizing Encompass is required. Excellent oral and written communication skills, problem solving skills to research and resolve discrepancies. Experience and knowledge of conventional, FHA and VA loans guidelines required. Experience in disclosures a plus. This role will be onsite full time in Alpharetta, GA. About MiLEND, Inc. At MiLEND Inc., we help clients make some of the most important financial decisions of their lives From first time home purchases to refinancing, our personalized approach puts clients in the best position to meet their mortgage needs. With this unique opportunity, you will gain the skills, knowledge, and experience needed to build a successful career in mortgage sales. Milend, Inc is an equal opportunity employer. Milend, Inc prohibits discrimination of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or national origin.
    $33k-41k yearly est. 7d ago
  • Senior Loan Servicing Specialist

    Hanmi Bank 4.1company rating

    Los Angeles, CA Jobs

    The Senior Loan Servicing Specialist is responsible for performing duties related to commercial, SBA and consumer loans; processes consumer, commercial, SBA and real estate loan payments and advances. Other duties include new account system maintenance to include manual boarding of loans. Ensures compliance with established Company policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: Regulation Z (Truth in Lending Act), Regulation B (Equal Credit Opportunity Act), Home Mortgage Disclosure Act, Real Estate Settlement Procedures Act, Fair Credit Reporting Act, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Responsible for the boarding process, resolves issues and discrepancies independently and responds to a variety of inquires or problems in a timely manner. 2. Prepares general ledger closing entries and reconcile all departmental general ledger accounts. 3. Responsible for all processing functions including exception processing, data input, word processing and operation of specialized software programs and spreadsheets, including new loan call back. 4. Responsible for the integrity of data entered into the system of record within departmental guidelines to mitigate operational risk. 5. Responds to complex written and phone inquiries from customers and internal personnel regarding loans issues and requests in addition to responding to payoff demands. 6. Performs research, analysis and resolution of various accounting entries, issues and variances. 7. Reviews line advances, rate change notices and daily reconciliation. 8. Follows set departmental procedures to receive satisfactory audit. Include audit considerations when assisting in the development of new tasks within functional area 9. Assists with the development and implementation of procedures for department workflow. 10. Responsible for assisting, training and reviewing works of less experience loan servicing specialist. 11. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 12. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 13. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 14. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 15. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • Bilingual in English and Korean preferred • High School Diploma and at least 5+ years of related experience and/or training; Bachelor's degree preferred. Work related experience should consist of a loan servicing background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. • Work related experience and/or training must consist of an in-depth background in loan documentation and servicing. Must have extensive knowledge of SBA loan documentation and commercial loan documentation to include knowledge of SBA 7a & 504 loan programs. • Intermediate knowledge of related state and federal banking compliance regulations, Bank operational policies and procedures, and the Bank's products and services. • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing and spreadsheet software programs. • Intermediate typing skills to meet production needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $52,000 - $76,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on May 30, 2025.
    $52k-76k yearly 2d ago
  • Mortgage Loan Processor

    Hanmi Bank 4.1company rating

    Great Neck, NY Jobs

    The Mortgage Loan Processor is responsible for accurately managing loan documentation through our established systems, and reviewing it to ensure it is completed in full and complies with current banking regulations and policies. Ensures compliance with established Bank policies and procedures. Demonstrates knowledge of, adherence to, monitoring and responsibility for compliance with state and federal regulations and laws as they pertain to this position including but not limited to the following: GLBA (Gramm-Leach-Bliley Act), Regulation Z (Truth in Lending Act), Regulation DD (Truth in Savings Act) Regulation B (Equal Credit Opportunity Act), Dodd-Frank Wall Street Reform and Consumer Protection Act (Dodd Frank Act), Elder Abuse Laws, Bank Secrecy Act in conjunction with the USA PATRIOT Act, Anti-Money Laundering and Customer Information Program, Right to Financial Privacy Act (state and federal) and Community Reinvestment Act. REQUIRED DUTIES 1. Review initial loan approval and work with borrower and Mortgage Loan Officer to gather appropriate documentation 2. Collect all required documentation for the loan package 3. Create a loan submission package for the Underwriting department 4. Record data to track the status of loans in processing 5. Submit files to assigned Underwriter for approval 6. Satisfy all conditions when received from Underwriter 7. Ensure that approval falls within the established lending guidelines 8. Communicate with other professionals, including attorneys, county clerks and title companies 9. Provides customer service including meeting and greeting customers in person and on the phone. 10. Performs administrative duties such as faxing, copying, filing and phone support as needed to support the department's objectives. 11. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. 12. Demonstrates knowledge of and adherence to EEO policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment of any type; builds a diverse workforce and supports affirmative action. 13. Follows policies and procedures; completes tasks correctly and on time; supports the company's goals and values. 14. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one's own actions and conduct. 15. Performs duties specific to the position and other functions as assigned. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines. • High school diploma or equivalent required. Associate's or Bachelor's degree preferred and at least 1-2 years of related experience and/or training. Work related experience must consist of consumer loan processing. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, is required to be applicable to the financial industry. • Must have knowledge of Lending Compliance regulations, inclusive of: Regulations X (RESPA), Regulation Z, Regulation B, Fair Lending, HMDA Guidelines, among others. • Knowledgeable with CFPB compliance standards and Fannie Mae guidelines • The ability to present written credit memorandums in a clear, succinct manner, present credits to management/board loan committee. • Intermediate experience, knowledge and training in all lending activities and terminology. • Able to make a conclusive recommendation based on independent analysis • Able to handle multiple transactions at once and work well in a team-oriented environment • Strong customer service skills, relationship development and management skills • Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing and spreadsheet software programs. • Intermediate typing skills to meet production needs of the position. • Intermediate math skills; ability to calculate interest, commissions, proportions, and percentages; balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; compute rate, ratio and percent, including the drafting and interpretation of bar graphs. • Exceptional verbal, written and interpersonal communication skills, with the ability to apply common sense to carry out instructions and instruct others, train personnel, write reports, correspondence and procedures, and speak clearly to customers and employees. • Ability to deal with complex problems involving multiple facets and variables in non-standardized situations. • Ability to work with no supervision while performing duties. Pay $44,000 - $63,000 per year. The salary reflects the full, reasonably expected salary range for this position. Salary is based on the candidate's current experience, education, skills, and abilities related to the position. Successful candidates may be eligible for bonus, stock, commissions, and incentives at the Company's sole discretion. We offer a comprehensive benefits package, which vary depending on the position ultimately offered. All employees are offered paid sick time off. Depending on the position offered, benefits packages may include vacation leave; paid holidays; medical, dental, vision, life and disability insurance packages for employees and dependents; various other voluntary benefit offers, and optional retirement accounts. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law. The application window for this position is expected to close on May 27, 2025.
    $44k-63k yearly 14d ago
  • Residential Mortgage Lending Processor

    F&M Trust 3.2company rating

    Camp Hill, PA Jobs

    F&M Trust is seeking a Mortgage Processor for our growing Mortgage Department that continues to expand our footprint. The team member will have their home office located in either Chambersburg, PA or Camp Hill, PA. Please continue reading if working for a community bank that is invested in your community is important to you. LOCATION This position will be based in our Camp Hill, PA Mortgage Center. This is not a full-time remote position. A hybrid working arrangement is available after a satisfactory introductory period and successful demonstration of key accountabilities. WHAT SETS US APART? F&M is a true community bank. We are a community-based lender committed to our hometowns with over 115 years of history. We will still be lending in our communities after the refinance phase fades and national (online) lending institutions pull back on lending and reduce headcount. We don't have that feeling of "just being an employee number" and instead offer that workplace connection atmosphere with the long-term stability and fulfilling career potential. ABOUT THE ROLE Our Mortgage Processors have a wide variety of responsibilities that they work through on an on-going basis. As a processor you'll be handling a pipeline of mortgage files which involves collecting, inputting, and analyzing information for loan packages, ordering necessary evaluations, preparing and communicating disclosures to customers, preparing documents for a variety of stakeholders, and more. Communication between yourself and homebuyers, real estate agents, title companies, and other internal teammates will be a daily occurrence. At the end of the day, you're fulfilled knowing that you were a key piece in fulfilling dreams of homeownership. Whether you're helping first-time homebuyers, your neighbors, a family on your child's sports team, or another family in your community, you are pivotal in helping them through the, or one of the, biggest purchases in their life. For an experienced mortgage processor (or comparable experience working with mortgages) we have a more senior role that would be accompanied by a competitive salary commensurate with industry experience. For someone inexperienced with residential mortgages, there might still be an opportunity to join the Mortgage Department in this role if you have the right skills and abilities. The mortgage industry proves to be ever-evolving, so to be successful a candidate must show great aptitude to learn new information and be open and flexible to the evolving regulations and customer needs. In addition, one must meet the minimum qualifications below. MINIMUM QUALIFICATIONS High School Diploma or GED Excellent communicator, both written and verbal Strong organization skills and ability to multi-task Attentive to details Strong math skills with high degree of accuracy Proficient in Word and Excel and able to learn mortgage software Aptitude and desire to learn internal policies and procedures and government loan programs If this is something that raises any interest and you have the minimum qualifications and drive to excel in a fast-paced role, we encourage you to complete an employment application. We'll be in contact with the most qualified applicants who meet our hiring criteria in the upcoming weeks to get interviews started. COMPARABLE JOB TITLES: Here at F&M we call this position a Residential Mortgage Lending Processor, but to help the title resonate with you, other employers may title the position a loan closer, mortgage loan assistant, mortgage opener, mortgage post-closer, mortgage processor, mortgage setup, mortgage underwriter, and residential mortgage underwriter. F&M Trust is an Equal Opportunity Employer - M/F/Disability/Vet/SO *F&M Trust is looking to hire a single Residential Mortgage Lending Processor. On our job board you'll notice that there are two separate postings for this one opportunity because the permanent office location of this position is dependent upon where the successful candidate resides and their level of experience. Ultimately, the home office will be located in either Chambersburg, PA or Camp Hill, PA.
    $32k-38k yearly est. 22h ago
  • Mortgage Servicing Specialist

    Royal Business Bank 4.1company rating

    Los Angeles, CA Jobs

    Performs routine mortgage loan servicing functions. Ensures compliance with established Company policies and procedures, and regulations which apply within the scope of the position, including Bank Secrecy Act. Performs new account system maintenance including but not limited to manual boarding of loans in the system Monitors escrow payments and track delinquencies through the life of the loan Coordinates daily activities and functions of mortgage loan servicing to ensure proper interpretation and implementation of all regulatory requirements and bank policies Research customer and internal inquiries and delivers a response or solution & provide effective customer service and assist in resolving problems within given authority. Processes payments, disbursements, and other transactions Provides support to the team where assistance is needed; acts as a backup for various mortgage loan servicing functions Ensures compliance with all applicable government, investor, and bank regulations Investor Accounting Performs other duties as assigned QUALIFICATIONS EDUCATION: AA degree or equivalent EXPERIENCE: Minimum 1-3 years of mortgage servicing experience or related banking experience. SKILLS/ABILITIES Strong interpersonal and customer service skills Positive attitude PC proficient in Microsoft Office Detail-oriented and follow- through skills WHY WORK FOR US? Since opening our first branch in Los Angeles in 2008, Royal Business Bank (RBB) has grown rapidly by adding branches in Southern California, Nevada, Hawaii, New Jersey, New York, and Chicago. We offer a comprehensive and innovative suite of banking services for individuals and businesses. We have great benefits that include, but not limited to: Medical insurance Vision insurance Dental insurance 401(k) Disability insurance Royal Business Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policies (GLBA Privacy Notice, California Consumer Privacy Act and Online Privacy) at our website **************************** . Royal Business Bank is an Equal Employment Opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
    $37k-43k yearly est. 14d ago
  • Physician / ObGyn / California / Permanent / Student loan repayment available Job

    United Medical Advisors 4.4company rating

    California Jobs

    Join 2 well-established OB/GYN's and one NP that are looking to expand their practice due to growth. Shared call schedule of 1:5-1:6. 60 % OB and 40% GYN. Electronic Medical Records. Admit to one Level II, 161 bed facility Generous salary plus full benefits are offered. Student Loan Repayment available. Excellent public and private schools. Low cost of living. Three year-round golf courses. The sand dunes provide a place for campers and dune buggy enthusiasts. This region is well known for its abundance of bird species such as dove, quail, ducks, pheasant and geese. This community is particularly noted for its friendly atmosphere and active community spirit. The city is an excellent example of a well-rounded cultural center. Easy access to San Diego or Los Angeles.
    $35k-45k yearly est. 5d ago
  • Consumer Lending Document Prep Processor - Consumer Credit Support

    Wesbanco 4.3company rating

    Wheeling, WV Jobs

    Compiles and enters information for Home Equity Loan and Personal Loan applications including auto, recreational vehicles, cash-collateral loans and unsecured loans. Orders, obtains and reviews title reports, appraisals and flood reports as well as vehicle titles as needed. Identifies and resolves errors and/or discrepancies. CUSTOMER SERVICE SKILLS: Willingness to provide a level of service which will clearly differentiate us from our competitors. INTERPERSONAL SKILLS: Professional demeanor in appearance, interpersonal relations, work ethic and attitude. Possess clear, concise, effective written and oral communication skills to effectively express thoughts, ideas and concepts to management, bank employees and bank customers in a collaborative and solutions oriented manner. Ability to work independently. ESSENTIAL DUTIES AND RESPONSIBILITIES: Orders title reports, appraisal and flood reports on all home equity loan products. Alternates the distribution of title, appraisal and flood orders to applicable markets to ensure satisfactory turnaround time and rotation. Interacts directly with title and appraisal attorneys and vendors. Works to resolve disputes on property reports and appraisals to ensure accurate data on all products/loans. Reviews new Indirect Dealership credit applications and data. Inputs the applications into Decision Pro Application Processing system. Reviews accuracy and completion of conditions for documentation received from Banking Center for retail transactions. Tracks and follows up daily on deficient loan documentation. Prepares approved loans for closing by calculating and entering all figures and data into the document preparation system. Prior to closing, reviews accuracy of documents and data to ensure loans are properly recorded and serviced. Reviews title work and check accuracy of names, legal description, liens, easements, restrictions and taxes. Works closely with other Doc Prep team members to ensure all work is completed accurately and in a timely manner. Works on special projects as assigned by Consumer Loan Document Processing AVP Manager or SVP Consumer Lending Manager. Assists team members as needed; reviews indirect title report and missing documentation, contacts dealers and customers, reviews real estate title reports and appraisals, and follows up on missing documentation. Prepares modifications, subordinations, allonges for all real estate secured loans. Maintains familiarity and understanding of compliance and regulatory changes. Continually reviews department function to ensure smooth interaction with Branches, Loan Operations and other internal departments. Other duties as assigned. OTHER REQUIREMENTS: Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner. Typing skills and knowledge of PC/Word/Excel/Decision Pro/Laser Pro.
    $36k-41k yearly est. 23h ago
  • Document Processor

    Cls 4.8company rating

    Tallahassee, FL Jobs

    Client Order Coordinator Tallahassee, FL Monday - Friday, 9am - 6pm As a Customer Service Associate (Fulfillment), you will be part of our Paper Recording team. You will be auditing real estate recordings for compliance with local requirements across the country. This position requires excellent attention to detail and data entry skills. Some of the things you will be doing: · Data entry of client information · Review and compare original real property documents with jurisdictional requirements to catch any discrepancies · Relay information between internal and external customer · Navigate county websites to look up specific property information What technical skills, experience, and qualifications do you need? · Must have excellent typing skills both alpha and numerical (minimum of 35 words per minute), · Data entry experience preferred · Strong computer skills, including the ability to process work in multiple computer applications and production systems on a daily basis · Knowledge of Microsoft Office applications (Word & Excel, One Note, Adobe, and Outlook) Experience using Sharepoint a plus. · Strong verbal and written communication skills · Strong time management skills and the ability to multitask · Strong attention to detail · Excellent and analytical skills to solve problems #LI-SL1 #CSC #CSCCareers
    $30k-37k yearly est. 7d ago
  • Document Processor/Scanner

    Cls 4.8company rating

    Austin, TX Jobs

    On-site Austin, TX Monday-Friday 9am-6pm If you've worked in the retail, hospitality, or restaurant industries, you know what it takes to keep customers happy and satisfied. The skills developed in those settings are can be easily transferred to make a difference in CSC's professional business-to-business environment as a Customer Service Specialist. And there's the added bonus of not having to work nights, weekends, or holidays. These positions come with CSC's competitive benefits-paid time off, medical, dental, and 401(k) plans, just to name a few. We're hiring an Intake Document Processor for our Litigation Management Services Team. You'll work directly with Client Service Representatives and vendors across the country. Particular services of this team includes Prepping and indexing of legal documents. Our Intake Document Processors are empowered to solve customer inquiries and problems quickly and professionally. We provide the training, mentorship, and opportunities for growth. You bring the drive, energy, and commitment to provide world-class service. CSC is a place where you're encouraged and expected to be your best. We're a company of helpful people teaming up to make a difference in global business and our local communities. Passionate about service quality, giving back to the community, and devoted to continuous improvement, CSC is the business behind business Some of the things you'll be doing: Reviewing and preparing legal documents Completing data entry of customer information Taking documents and scanning them into internal data base Problem solving issues related to customers and documentation Provide excellent customer service to internal and external customers Electronic filing and retrieval of documents What technical skills, experience, and qualifications do you need? Ability to work in a fast-paced environment Attention to detail Strong comprehension and critical thinking skills Superb organizational and time management skills Ability to navigate quickly across multiple systems Strong Computer skills Effective written and verbal communication skills Preferred Qualifications: Transactional or administrative experience (reviewing and evaluating documents) Business to Business Customer Service Experience Legal Compliance experience Proficiency with Microsoft Office Candidates for this position must be eligible to work without sponsorship #LI-SL1 #CSC #CSCCareers
    $32k-40k yearly est. 17d ago
  • LOAN DOCUMENT PROCESSOR

    Stock Yards Bank & Trust 4.7company rating

    Louisville, KY Jobs

    As a Loan Document Processor, your day will be filled with opportunities to assist in the documentation process for the Bank's loan documents. Banking experience in loan processing is important to function successfully in this position while Stock Yards Bank will provide a professional environment to continually improve the candidate's skills to further his/her career goals for advancement within the banking profession. Responsibilities Daily responsibilities include, but are not limited to, the following: * Prepares and processes all related loan documents with attention to accurately securing all types of collateral by working with Lenders and their support staff to obtain the necessary information to accurately document those loans in compliance with loan policy, credit approvals and regulatory laws * Tracks CRA and HMDA data on the Bank's Laser Pro Software. * Answer questions via telephone or email regarding proper closing procedures, due diligence, etc. * Performs a pre-closing quality review of loans prepared by employee and other teammates within the department which indicates any missing items or errors via the use of the Bank's Documentation Checklist. This is done with a high level of concentration on preventing and eliminating policy and regulatory documentation exceptions. * Pre-closing organization of electronic loan files, vendor orders and obtains good standing verifications from applicable Secretary of State for every business / commercial loan documented. * Responsible for continuing education and training via the use of the Bank's computer based training classes and other classes and seminars as assigned by Department Manager * Orders legal work from attorneys for Lenders as requested * Orders Flood Certification Forms as needed and assures that the forms are in the file for every real estate transaction * Performs UCC Searches via the web sites of various Secretaries of State as requested * Orders Appraisals for Lenders when requested * Aids in the preparation and review of Letters of Credit. * Assigns loan numbers and aids in distributing loan requests. Updates loan tracking log. * Other duties as assigned. Job Requirements The successful candidate will have the following qualifications: * High School Diploma or GED * Typing speed of 50 wpm * Familiarity with Microsoft Word / Excel * Employee should be comfortable working towards deadlines * Detail-oriented * Flexibility in a fast-paced changing environment * Concentration on a team atmosphere with a high level of customer service to our lenders and their support staff * Dependability with a follow through attitude * Knowledge of HMDA, CRA, Reg O, Reg U, Articles 5 & 9 of the Uniform Commercial Code Benefits * 401(k) with a company match of up to 6% * ESOP employer match * Medical insurance * Dental insurance * Vision insurance * Cancer / Disease insurance * Accident insurance * Flexible Spending Accounts * Health Savings Accounts * Bank paid Life / AD& D insurance * Voluntary Life / AD&D insurance * Bank paid Short-Term and Long-Term Disability insurance * Employee Stock Purchase Plan * Employee Assistance Program Physical requirements The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the functions of this job, the employee will continually communicate with coworkers and customers. The employee will constantly position themselves to sit or stand and occasionally move around the office to access filing cabinets or other office equipment. The employee will constantly operate a computer using repetitive movements of hands and fingers and other office equipment such as a calculator, copy machine, and computer printer. The employee will frequently be required to lift or carry up to 10 pounds and occasionally be required to lift or carry 11 - 50 pounds, with assistance if needed. Employees must also have the ability and means to travel as necessary for the purpose of attending training, meetings, and other various business functions.
    $30k-35k yearly est. 2d ago
  • Loan Documentation Processor, Boots to Banking

    Wells Fargo Bank 4.6company rating

    Irving, TX Jobs

    About this role: Wells Fargo is seeking a Loan Documentation Processor in Auto as part of Consumer Lending. This role will be responsible for collecting, preparing, coordinate, and reviewing loan documents. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Support in performing a variety of loan documentation duties on moderately complex loans to ensure compliance with company's policies and procedures for loan products Perform loan documentation for moderately complex loans to include Auto loan contract documentation review, including collateral and aftermarket information and review, along with reviewing and obtaining complex stipulations Process and close for loan products including Aftermarkets products sold Interpret Loan Documentation policies while analyzing applicant, property, and documentation, ordering all required verifications, documentation, and subsequent follow ups Receive direction from Loan Documentation supervisor and escalate non-routine questions Manage an assigned pipeline of loans and provide guidance and training to other Loan Documentation individuals as well as following up on pending deals to ensure appropriate booking/disposition Interact with immediate Loan Documentation team and functional area on routine process updates and refresher training to ensure data accuracy and quality testing results Required Qualifications: 2+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Military experience managing a pipeline of work from assignment to completion Military experience in financial data analysis and documentation Military experience entering information into multiple computer systems with high level of accuracy and attention to detail Knowledge and understanding of financial or loan document processing in a corporate environment Banking or finance experience Data entry experience Strong analytical skills with high attention to detail and accuracy Ability to take initiative and work independently with minimal supervision in a structured environment Ability to develop partnerships and collaborate with other business and functional areas Ability to successfully meet or exceed goals with a results focus Experience navigating policies, procedures, and regulation requirements in alignment with role Job Expectations: This position offers a hybrid work schedule Hours are Monday - Friday's, 8:30am - 5:30pm CST, with Saturday availability based on business needs 6051 N State Hwy 161, Irving, TX 75038 **Required location listed above. Relocation assistance is not available for this position.** Posting End Date: 10 Mar 2025 *Job posting may come down early due to volume of applicants. We Value Diversity At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $32k-37k yearly est. 7d ago
  • Junior Processor

    Service First Mortgage 3.5company rating

    Plano, TX Jobs

    At Service First, our unique values serve as a compass for our actions and are the foundation of our culture. We promote innovation and are purposefully dynamic in our growth processes. We change, not just for the good of ourselves, but for the good of everyone involved. We hire people with the ability to think creatively, who use inspiration and imagination to solve problems by looking at them from unexpected perspectives. We hire people with the ability to question assumptions and offer solutions that seem impossible; take calculated risks; take what might be seen as a problem and turn it into an opportunity; are able to bring paradigm shifts in product, processes or systems because of their thoughts and new ways of thinking; give feasible ideas and not just tangent thoughts. We are honored to be voted as a Top 100 Places to Work by the Dallas Morning News for five consecutive years. Service First Mortgage is the first company to be ranked as high as #4 in its first year of nomination. We are also honored to have received a special award in the category of Best Direction. Service First Mortgage is currently hiring for a Processing Associate . Requirements The Processing Associate will prepare the loan files, review loan applications, and collect additional information as appropriate. Duties include: Performing new loan set up on residential mortgage loans. Ensuring quality is consistent with all company policies and procedures as well as meeting all regulatory requirements Managing the timeline to ensure timely receipts of all required documents, and following up with the appropriate party Service Order requests including but not limited to: appraisals, titles, tax returns, social security verifications, employment verification, deposit verification, flood certificates etc. Obtaining borrower verifications Working closely with internal and external contacts to highlight deficiencies May be asked to carry small pipeline with Ops Management Approval Additional assistant duties for designated Loan Officer may include: Manage the Loan Officer(s) calendar, including follow-up, appointment setting and time blocking as appropriate. Primary point of contact for phone calls. Manage the CRM, including follow-ups with warm leads and closed loans. Pipeline management, including scheduled pipeline reviews, daily tracking and weekly status calls to customers. Utilization of designated Sales tools and reporting methods. Education and/or Work Experience Requirements: High School diploma or equivalent required 1+ years of general office experience Previous mortgage experience preferred Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Short Term & Long Term Disability Training & Development Work From Home Wellness Resources
    $27k-34k yearly est. 13d ago
  • Consumer Loan Title Processor I

    First Commerce Credit Union 4.2company rating

    Tallahassee, FL Jobs

    The primary purpose of this position is to assist First Commerce in fulfilling our Vision of Empowering Generations, Transforming Communities. This is achieved through delivering Remarkable Member Service as defined by our Service Standards as well as building and maintaining strong member relationships through identification of member's financial needs and effectively recommending appropriate products and services to meet those needs. The Consumer Loan Title Processor is responsible to ensure that liens in favor of First Commerce Credit Union are perfected for every loan in which the collateral ownership is indicated by a certificate of title on all consumer loans, business service vehicle loans and loans done in Indirect Lending, while adhering to the Credit Unions Lending Policies with regards to both consumer and commercial lending. Vehicle title processors handle information regarding motor vehicle registration and process legal documents and other state-required documents. RESPONSIBILITIES: * Responsible for preparation of completed loan packages checking all documentation to ensure documents are filled in correctly to coincide with member provided identification, and requirements per loan policy as it relates to consumer and commercial loans, and proper fees are enclosed prior to sending to the Department of Motor Vehicles. * Will set up accurate tracking records, and loan notes in core system and ELT title System, this is crucial to enable proper information for auditors, management reports and early tracking of any missing loan packages or documents. * Will serve as a subject matter expert and work closely with the Consumer Loan Processing Supervisor and Processors in Centralized Processing assisting with any training needed to enable them to process loans in Temenos containing the correct documentation required for various vehicle and vessel loan types. * Works pending title reports to track incoming titles and ensure all liens are perfected in a timely manner, applying for lost in transit titles within the appropriate time frame to avoid charges to the Credit Union. This will involve extensive written and verbal communication with members, automobile dealers, other financial institutions, the Department of Motor Vehicles, FSO's, Centralized Processing, Business Services, and Indirect Lending. * Responsible for processing the paid-out loans report weekly ensuring liens are released to the correct parties to include registered owners, dealers, insurance companies for total losses and other financial institutions. Ensure both vendors and members receive proper and timely notification of the releases. REQUIREMENTS: * Excellent analytical, organizational, adaptable, and interpersonal skills required. * Superior communication and member service skills. Must be able to express ideas clearly in written and oral communications; organize workload and prioritize tasks to meet changing priorities and deadlines; work effectively in collaboration with peers and team members. * Proficient in Microsoft Word and Excel software programs. Demonstrated ability to type, run fax, and use calculator properly. * Identify issues and create resolutions quickly. * Must be composed and professional under pressure. * Basic loan knowledge including credit reporting and auto loans plus sales are necessary. Other Responsibilities: * Performs job duties in accordance with policies established by the Board of Directors under the rules and regulations set by the National Credit Union Administration, the State of Florida and any applicable State laws for financial centers located in other States. * Complies with Reg E, BSA, OFAC and CIP requirements such as reporting suspicious or unusual activity to manager. * Fully supports in actions and words First Commerce's Vision, Mission, Core Values and Service Standards * Performs other duties as assigned. EDUCATION AND EXPERIENCE: * A minimum of a high school diploma (or GED) is required. 2-year degree preferred. * CUNA courses on lending, including auto lending or equivalent AIB courses, a plus. * A minimum of 3+ years of experience in a financial institution, finance company or in the automotive industry title processing; must include at least one year of auto lending, processor, or loan officer experience. * Experience with consumer loan lending, audit and/or quality control is preferred; relevant, prior experience accepted.
    $33k-45k yearly est. 19d ago
  • Jr. PNC Processor

    American Financing 4.2company rating

    Aurora, CO Jobs

    Compensation: $37,500 base pay plus bonus with total compensation up to $45K+ per year At American Financing, we're innovators with imagination. We do what it takes to help customers achieve their financial goals. And we stay ahead of the competition by challenging ourselves to become more efficient. We are one of the fastest-growing national mortgage lenders because we don't follow the status quo. See what it's like to work for a national mortgage lender that truly values its employees. Wherever your passions lie, you can find rewarding work and new opportunities here. Casual work environment Family-owned, Customer-focused Denver Post Top Workplace Top 50 Family-Owned Business Best of Colorado Business Inc. 5000 Fastest-growing Private Company JOB SUMMARY The Jr. PNC Processor is responsible for all purchase no contract pre-approvals to ensure the transaction is smooth and files are pre-approved in a timely manner, in an effort to increase contract conversion. WHAT YOU WILL BRING Processing knowledge to include purchase transactions and Conventional, FHA, VA loan product types Experience with USDA and Down Payment Assistance programs a plus Computer skills to include Microsoft Office and specialized mortgage software Must have ability to work in a fast-paced environment. Knowledge of Google and Gmail Must be able to multi-task and prioritize accordingly Strong communication skills, both written and verbal High school diploma/GED required DUTIES AND RESPONSIBILITIES Responsible to pre-approve Credit and Income on all PNC transactions within 24-48 hours of receiving the file Work with Sales team to ensure contact is being made with the borrower on all PNC transactions Work with Sales and Underwriting team to ensure processing issues and suspended files are being resolved Be available for pipeline coverage as a back up to the processing team during PTO or Sick days Maintain minimum production expectations on a daily, weekly and monthly basis Assist department with other tasks as needed and assigned by department manager Compensation: $37,500 base pay plus bonus with total compensation up to $45K+ per year WHAT WE BRING Medical, Dental, Vision, 401k Paid time off and sick days Paid holidays Long-term paid disability Paid maternity and bonding leave Full desk equipment provided American Financing Corporation (AFC) is an Equal Opportunity Employer. AFC does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis protected by law. All employment is decided on the basis of qualifications, merit and business need.
    $37.5k-45k yearly 49d ago
  • Specialist, FCSO Transaction Screening

    Standard Chartered 4.8company rating

    Indiana Jobs

    About our Conduct, Financial Crime and Compliance Surveillance Monitoring and Investigation Team Legal risks. Reputational risks. Financial and operational risks. You could use your expertise to help safeguard our business from it all. Join our Conduct, Financial Crime & Compliance Surveillance Monitoring & Investigation team and you'll be a gatekeeper to the financial system and fight crime. This opens up exciting opportunities to work on complex cases, collaborate on a global scale and be part of major breakthroughs. You'll have the flexibility, freedom and trust to get the job done. From identifying suspicious activities to understanding compliance policies and global regulations, you'll do meaningful work that keeps our business and communities safe. About our Technology and Operations Team Our Technology & Operations (T&O) team is the powerhouse for the Bank. We aim to go further, faster, to ensure we're agile and ready for tomorrow, today. Our diverse network enables us to innovate and build banking solutions that support communities to prosper. We're a place where talented people are encouraged to grow, learn, and thrive, to drive their own career journeys, to reach their full potential. When you work with us, you're protecting the reputation and legacy of a 170 year organization and building on it. We're driven by progress and continuously evolving to ensure we're agile and ready for tomorrow, today. Key Responsibilities Skills and Experience Qualifications About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: * Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do * Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well * Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What we offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. * Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. * Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. * Flexible working options based around home and office locations, with flexible working patterns. * Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits * A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. * Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
    $76k-101k yearly est. 22d ago
  • Experienced Title Processor/Funder

    Madison Financial Holding Group 3.5company rating

    Troy, MI Jobs

    Job Details Michigan - Troy, MIDescription Madison Settlement Services Michigan is looking for an experienced Title Processor/Funder to add to our team! Madison offers an excellent benefits package as well as a very generous paid time off benefit. If you are hard working, dependable and are interested in growing with our company, we would love to talk to you! Experience with Qualia and or ResWare a major plus! The position works with the closing team on approved files to disburse closing proceeds in accordance with parties instructions and applicable law ensures compliance standards are met for contracts, settlement statements, closing disclosures, mortgages, deeds, and title policies. Essential Duties and Responsibilities: Open new orders Request/Prepare Deeds, POAs, Trust Certs, Affidavits and handle pre-closing signings Obtain legal documents (ie. Trust, Divorce Decree) for vesting/signer issues and send to Title Examination Department for review Updates commitments, CPLs, tax certs, etc and sends them to the client/lender Prepares title docs, including affidavits and additional documents prepared at closing Handles loan revisions and update requests Collaborates with lender for balancing of Closing Disclosure and lender wire for purchases and refinances. Reviews loan closing documents Schedules closings with signing company Any additional tasks needed to prepare for closing Main point of contact for Mortgage Broker and/or Lender for any needs or requests. 3+ years of experience Qualifications POSITION QUALIFICATIONS Required Skills and Abilities: Excellent customer service skills- Must be polite, courteous and attentive to all customers, vendors and co-workers Effective and clear communication to co-workers, customers and outside vendors/clients Detail oriented Must be able to meet critical deadlines Ability to focus and multi-task Ability to resolve customer issues Ability to manage tasks independently Ability to learn quickly and adapt to change Strong organizational skills Education: High School diploma or equivalent required Experience: Previous title processing experience required (1-3 years) Computer Skills: Proficient with Microsoft Office Suite or similar software with the ability to learn new or updated software. Certificates & Licenses: N/A
    $32k-46k yearly est. 38d ago
  • Loan Services Rep I

    Town & Country Bank 4.2company rating

    Springfield, IL Jobs

    Town and Country Bank is seeking a Loan Services Representative to provide excellent support to our lending areas. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. ESSENTIAL FUNCTIONS AND DUTIES: Provides general support to the lending areas of the Corporation. Proactively develops good working relationships both with internal and external customers/contacts. Reviews and/or balances daily and monthly reports Conducts file maintenance and/or transactions on loan accounts Review data input for accuracy Maintains reconciliation of loan accounts Performs loan account verifications Engages customers when responding to requests for payoff quotes and process loan payoffs when received Accurate and timely preparation of all types of collateral releases Process all escrow functions including analysis, distributions and tracking Builds relationships with customers by handling inquiries and completing necessary research as a priority. Meets set deadlines and ensures follow up and organization in all assigned duties. Maintains a focus on compliance issues and proactively stays abreast of changes to federal and state regulations. Develops strong understanding and strictly follows the company's established policies and procedures. Performs other job-related duties and special projects as assigned. QUALIFICATIONS: Previous Loan Servicing or Banking experience a plus Working knowledge of office practices and procedures Excellent ten key skills (35 wpm) Working knowledge of computers and Office 365 Ability to accurately handle high volumes of work under strict deadlines with high attention to detail Ability to multi-task in a stressful, fast-paced environment at certain times of the year. Ability to effectively communicate with both internal and external customers in a positive manner and resolve inquiries Effective communication, time management and organization skills Willing to work overtime if need be EDUCATION: · High School Diploma or equivalent required
    $33k-62k yearly est. 11d ago
  • Loan Servicing Representative

    American National Bank & Trust 4.4company rating

    Wichita Falls, TX Jobs

    The Loan Servicing Representative manages and maintains the bank's core system with new or updated loan information, ensuring proper and accurate records. Responsible for making sure proper funding gets to the appropriate party for processing. As well as assisting operations staff with inquiries regarding updates and changes made to a loan. Must display courteous and professional customer service in person, email and on the telephone. ESSENTIAL FUNCTIONS OF JOB: 1. Commercial / Residential Draws. 2. Wire processing. 3. Process indirect ACH Fundings. 4. Loan Email Mailbox distribution. 5. Assist inquiries from borrowers and lenders regarding billing and payoffs. 6. Customer Service Calls / Correspondence. 7. Submit funding items to posting sheet for processing. 8. Scan/File appreciate documents to proper record keeping systems. 9. Perform all other duties as required and assigned by the Manager. Requirements REQUIRED SKILLS: COMMUNICATION SKILLS: Ability to read, write and understand English; ability to speak clearly, confidently and effectively when greeting customers, clients or vendors; Must possess excellent interpersonal and customer service skills. CRITICAL THINKING SKILLS: Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists; ability to utilize common sense understanding in order to carry out written or verbal instructions; ability to deal with problems involving several known variables in situations of a routine nature. SUPERVISION RECEIVED: Must be able to work under limited supervision; standard practice enables the employee to proceed alone on routine work, referring to any questionable cases or issues to direct supervisor. PLANNING: Considerable responsibility with regard to general assignments in planning time, method, manner and/or prioritizing tasks; may also occasionally assist in the planning of work assignments performed by others within a limited area of operation. Must possess excellent organizational skills and attention to detail. DECISION-MAKING: Performs work operations which permit frequent opportunity for decision-making of minor importance which would affect the work operations of co-workers and the organization's clientele. MENTAL DEMAND: Very close mental demand; multiple tasks requiring very close and continuous attention and a high degree of concentration and focus to limit errors. Must be able to work effectively while multi-tasking in a high-volume environment. PUBLIC CONTACT: Regular contact with patrons; involves furnishing and obtaining information for purposes of informing those they have business with; must exercise sound judgment on the type of visitor needing attention and the proper way to handle each one. Be confident in face-to-face interactions with clients, COI's, prospects and guests; greet each visitor and offer refreshments. EMPLOYEE CONTACT: Regular contact with co-workers within the department, office or enterprise, which will require coordination of efforts generally in the normal course of performing duties; requires tact in discussing problems, presenting data and making recommendations. ACCURACY: High level of accuracy required; processes and communications must maintain a degree of confidentiality; responsible for setting up, monitoring, reviewing and maintaining personal trust accounts on trust accounting system; must pay special attention to tasks requiring repetitive input and/or review; as a proofreader, attention to detail is critical. TRAINING: Must stay up to date on all regulatory and departmental training. MATHEMATICAL SKILLS: Ability to calculate figures and amounts, such as discounts, interest, commissions, proportions, percentages, etc. Must possess the ability to apply concepts, such as fractions and ratios. Must be able to add, subtract, multiply and divide numbers. PROBLEM-SOLVING: Identify, define, analyze and learn about the problem; understand what others' interests are and be ready to satisfy those interests. List options, pros and cons and evaluate each one. USE OF MACHINES, EQUIPMENT AND/OR COMPUTERS: Must be proficient with 10-key (by touch); alpha/numeric data entry; spreadsheets, word processing, basic typing and excellent PC skills. Experience with scanning, copying, faxing, email, etc. PHYSICAL REQUIREMENTS and WORKING CONDITIONS: While performing the essential functions of this job, this position is regularly required to sit, stand, talk or hear; use hands to handle or feel and frequently are required to reach with their hands and arms and occasionally stand, walk, climb or balance; may occasionally lift, move, push or pull up to 10 pounds. Specific vision abilities required by this job include close vision. This is an indoor position and the noise level in the work area is usually moderate. REQUIRED EDUCATION and EXPERIENCE: Knowledge of a specialized field (however acquired), such as basic accounting, computer, etc. equivalent of four years in high school, plus night, trade extension, or correspondence school specialized training, equal to two years of college, plus 12 to 18 months related experience and/or training. Or equivalent combination of education and experience. REPORTING RELATIONSHIP: This position reports directly to Chief Credit Officer/Senior Vice President. The Chief Credit Officer/Senior Vice President reports to the Chief Operations Officer/Executive Vice President, who reports directly to the President/Chief Executive Officer of American National Bank & Trust. DISCLAIMER: This is representative only and not an exclusive or exhaustive list of all job functions that an employee in this position may be asked to perform from time to time. Duties and responsibilities may be changed, expanded, reduced or delegated by Management to meet the business needs of the organization. This document in no way constitutes an offer of employment or a contract of employment. ANB&T reserves the right to modify job descriptions, policies or any other procedural document at any time, for any reason, with or without prior notice.
    $33k-38k yearly est. 29d ago
  • Mortgage Loan Specialist

    Burke & Herbert Bank & Trust 4.4company rating

    Winchester, KY Jobs

    Initiates the mortgage process for potential clients, preparing, analyzing, and verifying mortgage loan applications for the purchase or refinance of real estate. Identifies and attracts new clients by networking with real estate agents, financial advisors, and past clients to generate referrals. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Establish and maintain a network of business relationships, consisting of real estate professionals, builders, etc. Meet with potential borrowers regarding their mortgage needs. Present bank's mortgage products and services that meet borrower's financial goals. Complete the borrower's application and analyze the borrowers financial and credit data. Lock rate per company and regulatory guidelines. Prepare or request all applicable loan documentation from the appropriate party or department. Work with Centralized Processing Department to ensure attorney and appraisal work is ordered and all documentation is handled professionally and efficiently. Maintain communication with the borrower regarding the loan status. Maintain thorough knowledge of lending programs, policies, procedures, and regulatory requirements. Service all in-house and secondary market loans in your portfolio. (all requests including, escrows, payments, payoffs, etc.) Interact with clients and internal partners daily to answer questions, solve problems, and deliver the highest-level of customer service. Assist clients with monthly billing and collections cycle. Monitor the status of delinquent payments and follow-up with clients on an ongoing basis, while also working with Debt Management on Collections. Work directly with other departments to resolve any issues or concerns with any customer in your portfolio. Other Duties Look for referral opportunities within the company (insurance, deposits, etc.). Other duties as assigned. Skills/Abilities Requires strong networking and interpersonal skills. Financial/quantitative skills. Attention to detail. Strong computer skills including Excel. Supervisory Responsibility This position does not have supervisory responsibilities. Work Environment This job operates in an office setting, the opportunity to telework is not available. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and open cabinets. This position requires bending, stooping or standing as necessary. Travel Local travel is required for this position. Education and Experience Must be registered with NMLS Federal Registry. Minimum of two years residential mortgage lending experience. A four-year college degree is preferred. Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
    $39k-48k yearly est. 60d+ ago

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