Atlantic Union Bank is hiring Mortgage Loan Officers focusing on Tidewater Market, VA!
What's Needed: A minimum of two years' current experience as a Mortgage Loan Officer is required, along with established relationships and production within a specific market.
Position Description:
Originates and completes mortgage loan applications, submits loan files to processing and provides the highest level of customer service to our customers. Designs and implements comprehensive business plan to increase sales and build relationships with referral sources.
Position Accountabilities:
Completes telephone, mail-away and face-to-face Loan Applications with clients and approves loan disclosures for distribution to clients. All required fields in the application to be completed including all third party information prior to approval.
Determines proper program placement of a loan file (i.e. FHA, VA, Conventional, USDA, etc.).
Prices loans and locks rates as per Company policy.
Reviews returned applications and documentation for completeness, accuracy, and compliance.
Runs AUS and reviews for findings and required documentation.
Prepares requested Pre-Qualifications as per Company policy. Orders credit reports, appraisals and title requests. Conducts regular follow-ups with clients and referral sources.
Maintains regular communication with applicants throughout the processing period, assisting them with any questions and notifying them of any additional information required.
Submits loan file allowing for stated turn times and works in conjunction with assigned Processor.
Maintains pipeline of all loans in process, tracks their progress and meets all contractual deadlines.
Assists all parties including the Processor during the entire process.
Meets or exceeds minimum production requirements.
Attends all settlements when possible.
Completes annual Business Plan and meets regularly with Sales Manager.
Keep informed of trends and developments in the local real estate market and competitive environment, as well as changes in rules and regulations pertaining to both private and government insured mortgages.
Maintain a professional image and standards consistent with company policies and procedures.
Organizational Relationship:
Reports to Sales Manager/Branch Manager
Position Qualifications:
Education & Experience
Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable.
NMLS registration required
Knowledge & Skills
Proven ability to read, write and communicate at a level consistent with the requirements of this position and to generate independent leads for new business and professionally communicate with existing and past clients.
Working knowledge of standard loan products in the industry and strong familiarity with underwriting guidelines.
Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting about/careers/benefits.
We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
Qualifications
Experience2 years: Minimum of 2 years loan officer experience, or industry equivalent if Sales Manager or Branch Manager deem history acceptable. (required)
Licenses & CertificationsNMLS (required)
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$37k-55k yearly est. 2d ago
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Remote Premier Mortgage Loan Officer (Idaho)
Zillow Group Inc. 4.5
Remote loan assistant job
Premier Loan Officer - ID Remote page is loaded## Premier Loan Officer - ID Remoteremote type: Remotelocations: Remote-IDtime type: Full timeposted on: Posted Yesterdayjob requisition id: P748859## About the team## About the role As a Premier Loan Officer with Zillow Home Loans (ZHL), you're not just originating mortgages - you're building a network within the fastest-growing channel in the industry. This role is designed for high-performing, entrepreneurial Loan Officers who thrive on driving results, building influential referral networks, and shaping the future of integrated real estate transactions.You'll leverage Zillow's Premier Agent Network, cutting-edge tools, and unique integration into the customer and agent experience to expand your market presence and outpace industry growth.This is an opportunity to scale your success within Zillow's ecosystem - where your drive and relationships fuel the rapid expansion of our Premier Channel.This role is “remote” with restrictions. Your designated remote location is defined as your principal place of residence, which must be physically located within the state listed above, **Idaho****.** You may also elect to spend some time working at a company office. Please note that your employment is contingent upon remaining in this location; any future requests to relocate to another state are subject to Company review and approval and may be denied based upon business need.**Key Responsibilities:*** Originate mortgage loans, guiding borrowers through the process, ensuring compliance, and providing all vital documentation for underwriting, processing, and funding.* Build referral relationships with top real estate agents in your market - strengthening existing partnerships while breaking into new, high-value agent networks.* Drive fully integrated transactions, connecting customers, agents, and the loan process through Zillow's platform.* Be a catalyst for the rapid expansion of Zillow's Premier Channel (2024-2026), outpacing industry benchmarks and setting new standards in the marketplace.* Achieve production targets through a combination of company-provided leads and self-sourced opportunities generated from strong partner relationships.* Use data-driven insights to strategically manage your pipeline, ensuring efficiency and maximum conversion.* Deliver a best-in-class customer experience through timely follow-up, transparent communication, and proactive problem solving.* Stay ahead of market trends, regulations, and lending programs to provide tailored solutions for borrowers and agents.* Manage leads from Premier Agent partners and cultivate new leads through strong partner relationships.* Promptly contact borrowers upon lead receipt and follow up after the initial discovery call to assess financing readiness and offer personalized support.* Ensure all transactions follow applicable laws, regulations, and company guidelines.* Maintain active licensing, complete required education/training, and stay current on regulatory changes and loan program knowledge.* This role involves the collection, storage, and use of your voiceprints (records of speech).In addition to a competitive base pay, employees in this role are eligible for incentive compensation. Actual amounts will vary depending on experience, performance, and location.“Remote” with restrictions. Your designated remote location is defined as your principal place of residence; which should be physically located within the state listed above. You may also elect to spend some time working at a company office. Please note that your employment is contingent upon remaining in this location; any future requests to relocate to another state are subject to Company review and approval and may be denied based upon business need.## Who you are* A high-performing Loan Officer with a proven track record of success.* An entrepreneurial self-starter who thrives in competitive markets and takes ownership of growth.* Skilled at building deep referral partnerships with top real estate agents.* Motivated by uncapped earnings and the opportunity to scale your business within Zillow's unique ecosystem.* Resilient, adaptable, and always looking for new ways to win.**Role Requirements:*** 3+ years of purchase mortgage origination experience as an active NMLS Loan Originator with multiple state licenses, or a Loan Originator working under a bank license (required)* Proven success in handling purchase loans and building referral business with real estate agents.* Physically located in and working from **Idaho****.*** Completed the 20-hr SAFE Pre-licensing Education and passed the SAFE Mortgage Loan Originator Test - National Component with Uniform State Content.* Strong client service orientation and consultative sales skills.* Excellent interpersonal skills, mortgage process knowledge, and ability to close loans successfully.* Proficiency in Microsoft products (Outlook, Word, Excel).* Associates or Bachelor's degree preferred.* Willingness to travel in-market (5% of the time) to engage with agents and expand referral networks.## Get to know us At Zillow, we're reimagining how people move-through the real estate market and through their careers. As the most-visited real estate platform in the U.S., we help customers navigate buying, selling, financing and renting with greater ease and confidence. Whether you're working in tech, sales, operations, or design, you'll be part of a company that's reshaping an industry and helping more people make home a reality.Zillow is honored to be recognized among the best workplaces in the country. Zillow was named one of and included on the list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.No matter where you sit in the organization, your work will help drive innovation, support our customers, and move the industry-and your career-forward, together.*Zillow Group is an equal opportunity employer committed to fostering an inclusive, innovative environment with the best employees. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. If you have a disability or special need that requires accommodation, please contact your recruiter directly.**Qualified applicants with arrest or conviction records will be considered for employment in accordance with applicable state and local law.**Los Angeles County applicants: Job duties for this position include: work safely and cooperatively with other employees, supervisors, and staff; adhere to standards of excellence despite stressful conditions; communicate effectively and respectfully with employees, supervisors, and staff to ensure exceptional customer service; and follow all federal, state, and local laws and Company policies. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Pursuant to the Los Angeles County Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.*
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$26k-34k yearly est. 3d ago
Mortgage Loan Officer
Farmers National Bank of Canfield 4.7
Loan assistant job in Dublin, OH
SUMMARY: The primary purpose of this role is to source, qualify and originate 1-4 family, mortgage loans. While conducting this work the Loan Consultant will also be required to discover and refer cross-selling opportunities as necessary to partner divisions within the Bank (Trust, Insurance, etc.). Loan Consultants will also be responsible for coaching and training retail branch staff regarding mortgage loan products, referral cues and referral processes.
ESSENTIAL DUTIES and RESPONSIBILITIES:
Source, qualify and originate 1-4 family mortgage loans
Recognize and execute qualified cross-sell opportunities for other divisions such as Farmers Trust, Farmers Insurance, Commercial Lending and Private Client Services
Support and partner with assigned retail branch teams to assist clients and generate new mortgage opportunities
Develop and maintain profitable Centers Of Influence to help generate new business leads
Develop and maintain relationships within the real estate community
Collect, process and complete appropriate mortgage paperwork such as mortgage applications, tax statements, income data, etc.
Create and track various production and call reports on a monthly/quarterly/annual basis
Travel to multiple retail banking offices and client homes/offices on a daily basis
Generate new business leads through personal referrals and other centers of influence
Provide superior client service through meticulous attention to detail and to the client needs/wants
Ensure compliance with all government and regulatory requirements
Interview applicants and request specified information for loan application
Analyze applicant's financial status, credit, and property evaluation to determine feasibility of granting loan
Correspond with applicant or creditors to resolve questions regarding application information
Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money Laundering procedures. Maintain compliance with all appropriate rules and regulations.
Complete other duties as assigned
Regular, predictable attendance is an essential requirement of this position
EDUCATION and/or EXPERIENCE:
High School Diploma or G.E.D. required, Associate's Degree in business (real estate preferred)
Must be eligible for NMLS licensing or be currently licensed and in good standing
Minimum of 1 year experience in mortgage lending and/or processing
Thorough knowledge of Freddie Mac (FHLMC) and Fannie Mae (FNMA)
FHA/VA knowledge required
Proven understanding of mortgage terminology, documentation, and regulations
Proven organizational skills
Strong computer skills (Excel, Word)
E-Verify is used to confirm the identity and employment eligibility of all newly hired employees.
Farmers National Banc Corp. is an Equal Opportunity Employer: disability/veteran
Qualifications
EducationHigh School (required)
Licenses & CertificationsNMLS (preferred)
Skills
Mortgage Lending (required)
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$35k-46k yearly est. 2d ago
Mortgage Loan Officer I/II
Navy Federal Credit Union 4.7
Loan assistant job in Dublin, OH
To interview and counsel members about first mortgage loans and to take mortgage loan applications. To establish and maintain personal relationship with members, and to guide and follow their mortgage loans from initial application through the loan closing process. To determine applicants' qualifications; providing detailed information about Navy Federal's mortgage and equity loan products; clarify complexities of the mortgage/equity loan process; and evaluate, personalize, and recommend financing alternatives. To build and maintain referral relationships with realtors, builders, and other centers of influence.
Responsibilities
Analyze referred loans for areas of concern and determine proper course of action (e.g. obtain explanations for derogatory credit)
Determine and advise members on approved loan conditions and documentation requirements
Ensure progress and inclusion of required mortgage processing information (e.g. verifications of employment, assets, income and liabilities; appraisal reports, Navy Federal and investor requirements, etc.)
Maintain contact with the member, Realtor and/or seller during the entire loan process
Monitor mortgage loan process and ensure compliance with Federal laws, as well as, Navy Federal, NCUA and secondary market practices, guidelines and regulations
Remain available to members and/or their real estate agents during scheduled evening hours after assigned work days and during scheduled hours on assigned days off (e.g. weekends)
Request and obtain documentation needed and forward to Mortgage Processor
Respond to inquiries about mortgage applications, processing status, problems and concerns
Seek and leverage opportunities to conduct outside marketing and promotional activities to members and potential members through financial presentations, local events and realtor/trade shows and events
Take first mortgage loan applications via face-to-face interview, mail and telephone
Resolve or arrange for resolution of operational/processing issues, inquiries and complaints
Respond to inquiries and resolve any issues concerning the processing of applications
Review application for completeness, data integrity and accuracy; determine if additional information and/or supporting documentation is required
Perform other duties as assigned
Qualifications
Ability to work effectively and efficiently with automated systems
Familiarity with accounting, credit, and/or lending principles and techniques
Experience in member/customer service preferably in a related field/industry, such as realty, insurance, retail banking or financial institution
Exposure to lending application and approval process
Familiarity with mortgage lending concepts and principles
Familiarity with banking/financial industry standards and practices
Incumbent will be required, prior to the assumption of employment duties, to register with the Nationwide Mortgage Licensing System and Registry; includes fingerprinting and background checks
Effective database and presentation software skills
Effective skill performing mathematical calculations and working accurately with numbers
Effective skill in actively guiding members through interactions to reduce member effort and enhance member loyalty
Effective skill in comprehending, analyzing, applying and communicating complex written legal documents
Effective skill speaking and/or presenting in front of groups in a professional setting
Effective word processing and spreadsheet software skills
Desired Qualification(s)
Working knowledge of Navy Federal Mortgage Production and/or Servicing Systems
Working knowledge of mortgage/equity loan processing, closing and documentation requirements and regulations
Familiarity with mortgage lending requirements, regulations and procedures for VA and conventional loan programs
Hours: Monday - Friday, 8:30AM - 5:00PM
Locations: 5455 Rings Road Dublin, Oh 43017
About Us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks. Our approach to careers is simple yet powerful: Make our mission your passion.*
Fortune
100 Best Companies to Work For 2025* Yello and WayUp Top 100 Internship Programs* Computerworld Best Places to Work in IT* Newsweek Most Loved Workplaces* 2025 PEOPLE Companies That Care* Newsweek Most Trustworthy Companies in America* Military Times 2025 Best for Vets Employers* Best Companies for Latinos to Work for 2024* Forbes 2025 America's Best Large Employers* Forbes 2025 America's Best Employers for New Grads* Forbes 2025 America's Best Employers for Tech Workers* 2025 RippleMatch Campus Forward Award Winner for Overall Excellence* Military.com Top Military Spouse Employers 2025* 2025 Handshake Early Talent AwardFrom
Fortune
. 2025
Fortune
Media IP Limited. All rights reserved. Used under license.
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and
Fortune
Media IP Limited are not affiliated with, and do not endorse products or services of, Navy Federal Credit Union.Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team's discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
$43k-57k yearly est. 2d ago
Mortage Loan Officer- Findlay - Marion, OH
Wesbanco Bank Inc. 4.3
Loan assistant job in Marion, OH
Back 187d Mortage Loan Officer- Findlay #12-8133 Apply X Facebook LinkedIn Email Copy Location
This position is hybrid. The employee is split between remote and office work on a formalized schedule. Consideration for location will be James Way, Marion, Ohio.
Market Findlay Work Hours per Week 40 Requirements
Education and/or Experience
Associate's degree (A.A.) or equivalent from two-year college or technical school; or six months to one year related experience and/or training; or equivalent combination of education and experience.
Knowledge of FNMA, FHLMC, FHA, and VA preferred and experience with related AUS a plus.
Mortgage loan origination lending background is required.
Job Description
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Be the content expert on all the programs and products offered by WesBanco, as well as the overall mortgage industry.
Listen to the needs of customers and align them with the appropriate product and program to meet their mortgage needs.
Pre-Qualify purchase customers as requested.
Complete loan applications, inputting complete and accurate information in the Origination System currently utilized by WesBanco Bank.
Obtain ALL necessary documentation specific to the product, program and specific needs of the client.
Review customer provided documentation to insure it meets all industry standards, review customer credit and analyze overall information to ensure that any unanswered questions are documented and provided.
Disclose and provide the client with all required documentation within 3 days of application.
Deliver a complete application electronically to my processing partner within 3 days of application, followed by the customer provided documentation within 5 days of application.
Review realistic expectations and timeline with the customer during the initial application process.
Conduct weekly pipeline calls with your processor and/or team to ensure all information is shared, and all needs are identified with "what is needed", "who is responsible to satisfy need" and "when will it be completed."
Promote WesBanco mortgage within the real estate community by attending realtor functions, community events and educational opportunities within the industry.
Work assigned branches to insure you are known as their mortgage expert, conduct monthly quick start meetings and do a minimum of 4 "Mortgage Days" in the branch to promote your services to the branch customers.
Communicate effective updates with customers throughout the mortgage process to insure they have no surprises.
Maintain and update CORE Sales stage information to ensure the referral source can see the progress of the referral.
Promote and cross-sell all bank products and services.
Adhere to the terms of your Service Level Agreement (SLA)
Must meet the minimum required milestones as assigned.
Must provide exceptional, professional service to mortgage customers, underwriters, processors and closers.
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.
While performing the duties of this job, the employee is regularly required to sit and use hands to finger, handle, or feel. The employee is frequently required to reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance, vision, peripheral vision and ability to adjust focus.
DEADLINE FOR CURRENT WESBANCO EMPLOYEES:
Current employees may apply for this position by 5:00 p.m., July 29th.
Full-Time/Part-Time Full-time Area of Interest Lending All Locations
$36k-50k yearly est. 2d ago
Mortgage Loan Assistant - Loan Partner
Hiring Genie
Remote loan assistant job
Job Brief:
We are looking for an inspired, ethical, and committed mortgage professional to join our top-producing team. We are looking for a
Unicorn who
has a talented mix of guideline knowledge, processing abilities, and sales skills, and will act as the "right arm" to our Loan Officer. This can be a remote position allowing you to work from home.
This role will work directly with their borrowers to provide a seamless and expeditious mortgage process along with white-glove customer service. This position will be from the “contact to contract” phase of the loan. This support will allow our Loan Officers to spend the majority of their days originating more loans into the pipeline.
The Assistant/Loan Partner will help the Loan Officer in the preparation of documents for processing. Our processor will take the loan from “contract to close” and stay in touch with all interested parties. The Assistant/Loan Partner can focus on lead conversion and creating a “wow” experience for each client. This position requires the knowledge to analyze customer credit, review income, and asset documents, and structure a loan.
If you find the mortgage industry and helping clients attain the home of their dreams as interesting as we do, and you are a detail-oriented professional who is passionate about great customer service, we want you to join our dynamic and fast-growing team. The selected qualified Mortgage Assistant/Loan Partner must have 2+ years of continuous mortgage experience. This is your opportunity to join a hyper-successful team where you can grow your career and earn a significant financial income.
Responsibilities:
Your mission, should you choose to accept it:
Establish relationships with referral partners and borrowers
Facilitate the completion of loan applications (digital/phone/in-person)
Help gather and prepare all documents needed for underwriting requirements
Structure loan files based on specified parameters (running DU/LP, sending closing cost worksheets, etc)
Quote rates (when necessary)
Be the main point of contact for borrowers during the "contact to contract" phase of the loan process (Processor handles "contract to close" duties on LIVE files)
Submit detailed and accurate application packages directly to underwriting for upfront TBD approvals
Current on mortgage loan products (FHA/VA/CONV/USDA) procedures and documentation
Create ways to communicate daily with the Loan Officer, Processor, Operations staff, Realtors, etc. while working remotely
Put out loan "fires" whenever possible
Be a sponge for information/knowledge, always striving to be the best possible at your position
Be a leader, helping us improve our processes and procedures to always deliver a world-class experience to our clients and referral partners
Skills Required:
The following experience and skills are preferred:
Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation.
Know how to analyze credit reports, income and asset documents, as well as general ways to structure a loan.
Knowledge of DU and LP.
NMLS licensed (Will need state license).
If not licensed must be willing and able to get licensed within 90 days.
Minimum 2 years of mortgage experience to serve in a remote role. Preferably with remote experience.
Current or previous experience fulfilling the roles of LOA/Loan Partner, Processor, Loan Officer and/or Underwriter.
Excellent time management while working remotely from home.
Highly motivated and goal-oriented.
Exceptional interpersonal and communication skills.
Must be detail-oriented, organized and have outstanding follow-up skills.
$34k-45k yearly est. 60d+ ago
Consumer Loan Servicing Processor
Technology Credit Union 3.8
Remote loan assistant job
The Consumer Loan Servicing Processor is responsible for processing servicing requests related to consumer loans including, but not limited to, processing payoff checks and refunds, processing Uniform Commercial Code (UCC) filings and terminations on secured solar loans, processing subordination requests, performing loan adjustments, and managing the department mailboxes.
The incumbent works directly with the AVP, Consumer Lending Servicing Manager, Supervisor, Solar Loan Servicing, and/or Lead, Consumer Lending Servicing to ensure proper cross-training on all other related consumer lending servicing aspects and functions.
Responsibilities
Essential Duties
Processes UCC lien filings through third-party vendors on new secured solar loans; verifies UCC liens have been placed; and, follows-up on rejected and missing items.
Processes UCC lien releases on loans that have been paid off in full.
Receives and processes incoming subordination requests by reviewing documents received; prepares the subordination agreement; packages subordination files for review and signature; scans and packages fully executed subordination agreements for mailing.
Manages the department's mailboxes; interprets emails based on needs and assigns to appropriate parties.
Assists in completing internal service requests received within specified service level agreements.
Keeps up-to-date on changes to department processes and/or procedures.
Creates and/or updates department procedures specific to main job function.
Maintains effective communication with the consumer loan originations team, strategic lending partners team, and front-line staff.
Performs other duties as assigned.
Work Schedule
Full-time; typically 40 hours/week
8:00 am-5:00 pm, M-F (or as directed by management)
Occasional overtime
Flexibility to occasionally work early or late hours, and periodic weekend hours, typically with advance notice
Workplace Essentials
Supports Tech CU's
Mission and Vision
and consistently demonstrates
Tech CU's Values (Accelerate, Collaborate, Innovate, & Cultivate).
Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
Complies with Tech CU policies and procedures.
Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
Complies with requirements imposed by federal, state and local regulatory agencies.
Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications
Education: High School Diploma or equivalent work experience.
Experience: 1+ years' experience in related disciplines, including exposure to consumer lending policies and procedures in a financial institution.
Knowledge/Skills/Abilities:
Strong proficiency in PC applications including Microsoft Excel, Word, Outlook and PowerPoint.
Strong ability to effectively communicate and collaborate with internal and external business partners.
Demonstrated strong written and verbal communication skills.
Solid ability to independently evaluate written communication to determine appropriate delegation to team members.
Solid ability to participate, sustain performance and thrive on a high-energy team.
Licensing/Certifications: Notary Public preferred.
Travel: May be required to occasionally attend offsite training, meetings or events, typically with advance notice. Overnight travel unlikely.
Typical Working Conditions: Office environment with member interaction via phone.
Equipment Used: Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements: This position requires:
Speaking and listening to interact with vendors and members via phone or in person.
Sitting for up to 85% of the day.
Reading a computer screen and perform keyboarding tasks for up to 80% of the day.
EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. 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.
Pay and Benefits
Position Grade: 102
Salary Range: minimum-$55,500, midpoint-$64,000, maximum-$72,500
Work Location: The salary range listed is based on working in San Jose, CA. If you work remotely, your salary will be adjusted based on your geographic location.
Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
Bonus Potential: Target 5% of base salary based on company and individual performance
Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
Health Coverage: Medical, dental, and vision plans
Income Protection: Life and disability insurance
Retirement: 401(k) plan with company match
Paid Holidays: 12 days annually
Paid Time Off (PTO):
Accrues at 5.54 hours per bi-weekly paycheck (approximately 18 days per year)
Increases with length of service
Voluntary Time Off (VTO):
8 hours annually for full-time employees to support charitable organizations
Additional Benefits:
Flexible Spending Accounts
Employee-paid voluntary benefits
Leaves of absence in compliance with state and federal regulations
$55.5k-72.5k yearly Auto-Apply 43d ago
Loan Processor (hybrid in Scottsdale, AZ)
Lower 4.1
Remote loan assistant 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.
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$35k-43k yearly est. Auto-Apply 60d+ ago
Loan Originator Assistant | Remote
Cardinal Financial 4.5
Remote loan assistant job
Who We Are: Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees-to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered "good enough"
Looking to join a growing company that values its people, innovates, and expands on its proprietary technology? Apply below!
Who We Need:
The Loan Originator Assistant (LOA) works alongside a designated Loan Originator or Production Team in a sales environment to provide support to Customers, Loan Originators, Production Leaders, and Operations partners. This position is responsible for providing mortgage assistance such as out-bound calls to clients, income calculation, and other miscellaneous administrative deadline-based tasks. The LOA assists Mortgage Loan Originators with managing their pipelines while providing superior customer service by maintaining consistent communication with clients and assisting them through specific workflows.
What You Will Do:
* Reviews loan application, supporting documentation, and credit authorization.
* Keeps current understanding of all loan program guidelines, pricing, policies and procedures.
* Documents all client conversations in loan origination software with timely follow up in CRM.
* Provides daily/weekly status of files in progress to Loan Originator/Production Team or Leadership as well as the Client.
* Communicates status updates and appropriately escalates issues and opportunities to meet the needs of clients and homeowners.
* Assists clients with the utilization of the Origination system (Octane).
* Collect and submit/file vendor validations from borrowers.
* Maintains a positive working relationship with internal departments and external contacts.
* Processes borrower documents in an accurate and timely manner following proper internal protocol and procedures.
* Performs specific tasks assigned by Loan Originator or Production Leader.
* Communicates and partners closely with Operations to ensure a smooth and accurate loan process.
* Schedules new leads and appointments and calls with clients as needed.
* Responds to client's questions and concerns in a timely manner in accordance with team/department SLA expectations.
* Performs a variety of research and administrative duties in support of the Loan Originator/Production Team.
* Ensures loan Turn Time requirements are achieved.
What You Need:
* High school diploma or GED is required.
* 1-3 Years experience in Customer Service/Customer-Facing role is preferred.
* 0-2 Years experience working within the Mortgage Industry is preferred.
* Basic understanding of financial documents i.e. assets, income, and credit is preferred.
* Ability to effectively manage multiple demands and competing priorities.
* Ability to adapt well to change, take direction, and comprehend training.
* Fast-paced individual with exceptional analytical and computer skills.
* Demonstrated ability to thrive in a multi-faceted, fast paced, ever changing environment.
* Detail oriented with excellent verbal and written communication skills.
* Demonstrated organizational skills.
* Ability to work closely within a team structure.
* Working knowledge of Microsoft Suite, specifically Word and Excel.
* Working knowledge of Encompass software system a plus.
* Ability to execute and interpret AUS, evaluate findings, and work accordingly.
What We Offer:
* Strength, Stability, and Vision
* Great compensation package
* Opportunity for career growth
* A commitment to be a relevant market leader - we are aiming for the top!
* Octane, our engineered proprietary technology that is transforming the mortgage industry
* An empowered culture where your ideas are important and your voice matters
* Full Benefits, beginning the first day of the month following your start date, including - Medical, Dental, Vision, Life, Disability Insurance, and much more
* Generous paid time off package that also includes all major holidays
* 401K w/ 50% match - Beginning the 1st of the month following 30 days of employment
Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. California residents click here to review Cardinal's California Employee Privacy Policy & Notice at Collection. The expected base salary for this position ranges from thirty three thousand dollars to fifty two thousand dollars, determined based on the applicant's experience, skillset, education, training, certificates, and licenses.
$37k-44k yearly est. 60d+ ago
Loan Processor
Wealthfront 4.6
Remote loan assistant job
Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities
Reviews loan file and gathers any items needed for final loan approval
Liaison between all operational and sales departments in the transaction
Orders supporting documentation
Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
Prioritizes daily workload to ensure a delightful client experience
Manages a full pipeline of assigned loans, driving files from disclosures signed through closing.
Excellent client communication skills
Communicates with third party vendors throughout the loan process to finalize the application
Ensures adherence to investor and regulatory guidelines
Proactively maintain loan pipeline, tasks and objectives
Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions.
Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun
Expertise
Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work
Strong working knowledge of Federal and state regulations including TRID and HMDA
Deep understanding of mortgage loan products and underwriting guidelines
Self-driven with the ability to work independently and collaboratively
Excellent organizational skills, able to set and meet deadlines in a high paced environment
Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization
Intellectually curious and interested in applying technology to enhance business processes
Prior experience in retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years mortgage processing experience in a retail environment
Mortgage Loan Originator License, Company will sponsor for the right candidate
Knowledge of Conventional Conforming and Jumbo guidelines
Experience in the non-delegated space
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 plus Equity and a discretionary bonus.
Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!
About Wealthfront
Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.
We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:
• A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.
• A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.
• Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums.
Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk!
For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Please review our candidate privacy notice.
Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.
By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.
$56k-70k yearly Auto-Apply 60d+ ago
Jr. Loan Officer
Crosscountry Mortgage 4.1
Remote loan assistant 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 Jr. Loan Officer is responsible for converting inbound premium leads into loans by promoting CrossCountry Mortgage's competitive mortgage products, services, and programs. This position consults with customers about their current and future needs to help achieve financing needs, collects and reviews all needed supporting loan documentation, and maintains minimum standards for production and quality.
Job Responsibilities:
Establish a presence for CCM, including but not limited to, converting incoming leads.
Analyze current rates and programs to provide accurate and timely information to borrowers.
Negotiate terms and conditions with borrowers.
Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications by phone.
Manage personal pipeline to ensure service standards and financial goals are met.
Learn various borrowing programs and processes and stay current with changes and new products.
Learn and utilize various in-house technical systems and programs.
Evaluate credit requests and determine trends in a given marketplace.
Comply with all applicable federal and state compliance guidelines relative to the position.
Qualifications and Skills:
Minimum of 2 years of sales experience or origination experience in a consumer direct or call center environment.
Experience collecting and analyzing borrower income and negotiating skills.
Experience proactively soliciting new business.
Knowledge of retail product philosophy, policy, underwriting, procedures, documentation and systems.
Experience converting leads and in-bound calls, preferred.
NMLS License under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”) *.
State License under the terms of the SAFE Act*.
Excellent analytical skills.
Excellent communication and collaboration skills.
Proficiency in standardized software applications, including Microsoft Office Suite (i.e. Word, Excel, PowerPoint and Outlook)
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
Pay Range:
This position is compensated through commission earnings.
The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$40k-56k yearly est. Auto-Apply 41d ago
Loan Processor
Epic Mortgage Group
Remote loan assistant job
Mortgage Loan Processor
Epic Mortgage is seeking a highly efficient, detail-oriented, and customer-focused Mortgage Loan Processor to join our dynamic team. This role is crucial in ensuring that loans are processed swiftly, accurately, and within compliance standards, providing a seamless experience for both our Loan Officers and Borrowers.
Why Join Epic Mortgage?
Competitive compensation paid bi-weekly, with profit-sharing opportunities.
Comprehensive benefits package including Medical, Dental, Vision, 401K, HSA, and more.
Remote work flexibility with a supportive and collaborative work culture.
Extensive training, ongoing support, and opportunities for career advancement.
Job Description
Key Responsibilities:
Process loan applications and gather necessary documentation in line with underwriting requirements.
Communicate regularly with Loan Officers, Borrowers, title companies, appraisers, realtors, and other stakeholders to ensure timely and accurate processing.
Prepare and review closing packages, legal documentation, and ensure compliance with all regulations.
Monitor and maintain loan files, manage documents in LendingPad, and ensure all deadlines are met for loan commitment and closing.
Participate in daily virtual team calls and weekly pipeline review meetings.
Proactively address potential issues, evaluate credit histories, calculate borrower income, and determine DTI.
Maintain a positive team atmosphere and contribute to process improvement initiatives.
Qualifications
Requirements:
High school diploma or equivalent required, associate or bachelor's degree is a plus.
Minimum of 2 years of experience in mortgage processing, with a strong understanding of underwriting, compliance, and Fannie/Freddie guidelines.
Strong written and verbal communication skills with the ability to work collaboratively in a fast-paced environment.
Attention to detail, problem-solving skills, and the ability to manage multiple tasks and deadlines.
Proficiency in Microsoft Office, Google Suite, and familiarity with processing systems like LendingPad.
Additional Information
Epic Mortgage is an Equal Opportunity Employer, committed to the inclusion of all qualified individuals.
All your information will be kept confidential according to EEO guidelines.
NMLS #2404936 - Equal Housing Opportunity
$30k-42k yearly est. 60d+ ago
Loan Setup & Disclosures Specialist
JMAC Lending 3.8
Remote loan assistant job
With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs.
The Opportunity:
The Loan Setup & Disclosures Specialist plays a crucial role in reviewing and facilitating the setup of loan files for underwriting submission. They are also responsible for ensuring that all disclosures are properly issued and that compliance requirements are thoroughly met throughout the loan process.
This is a Full-Time/Fully In-Remote opportunity with working hours from 8:00am-5:00pm in any US time zone Monday-Friday offering competitive pay ranging from $23.92 to $28.08 per hour.
Job Duties and Responsibilities:
Review/Prepare Initial Disclosures
Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met.
Prepare initial disclosures for client to review or issue to meet timing requirements.
Review Submission Requests
Review loan submission documents for completeness to submit to underwriting.
Index and status submission documents accordingly.
Add conditions for required items that are missing at the time of submission.
Issue Notice of Incomplete Application for incomplete submission files.
Review and Redisclose Change of Circumstance
Review COC requests to confirm validity and determine if redisclosing is required.
Redisclose disclosures within TRID timing requirements.
Issue Closing Disclosures
Validate Closing Disclosure requests on Doc Request Form.
Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure.
Confirm Closing Disclosure meets loan term requirements and compliance.
Task Coordination and Communication
Assist clients with disclosure and submission related issues or questions.
Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests.
Mail disclosures that have not been consented within TRID timing requirements.
Manage pipelines and dashboards to ensure tasks are completed within turn time.
Requirements
Minimum two years of mortgage related role(s)
Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines
Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM
High School Diploma or equivalent
Proficient in using mortgage loan operating software and systems
Strong computer skills, including proficiency in Microsoft Office applications
Excellent written and verbal communication skills for interacting with internal and external relationships
High level of attention to detail
Ability to manage multiple tasks and prioritize workload to meet deadlines
Ability to work effectively in a team and collaborate with other departments
Flexibility to adapt to changes in policies and procedures
Benefits
Comprehensive Health Care Package (Medical, Dental & Vision)
Life Insurance Options (Basic, Voluntary & AD&D)
Generous Paid Time Off (Vacation & Holidays)
Retirement Savings Plan (401k)
Short-Term & Long-Term Disability Coverage
Family Leave Benefits
Wellness Support Resources
JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin.
DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
$23.9-28.1 hourly Auto-Apply 7d ago
Home Loan Specialist I
Solomonedwards 4.5
Loan assistant job in Columbus, OH
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: 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 provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Junior Loan Officer
Go Mortgage
Loan assistant job in Columbus, OH
FLSA Status: Non - Exempt
Employment Type: Regular Corp.
FT/PT Status: Full-Time
About Us: Go Mortgage is a nationally licensed, independent mortgage banking company operating in 46 states. We specialize in purchase, refinance, and construction loans and are committed to providing exceptional service to our clients through innovation, technology, and human connection.
We are seeking a dynamic, motivated Client Service Representative (CSR) to join our growing team. The ideal candidate will provide critical front-line support for our loan officers by managing inbound and outbound client communications, qualifying new leads, nurturing existing prospects, and ensuring a seamless customer experience throughout the mortgage application process. Key Responsibilities:
Outbound Sales Engagement:
Make 100+ outbound sales calls per day to prospective borrowers who have submitted online lead forms.
Re-engage past leads and follow up with aged or inactive contacts to uncover renewed interest.
Schedule appointments and live transfers to licensed loan officers when applicable.
Inbound Sales Support:
Handle overflow inbound calls from prospective clients responding to direct mail or digital marketing campaigns.
Answer client questions about mortgage products (purchase, refinance, and construction) and direct them appropriately in the sales funnel.
Lead & CRM Management:
Input and update lead data and borrower information into the CRM system in real time.
Collect missing borrower information necessary for a complete mortgage application (e.g., income, employment, credit details).
Qualify or disqualify prospects based on initial screening criteria.
Organize and schedule follow-up tasks and callbacks for seasoned loan officers.
Application & Pipeline Support (Loan Officer Assistant Duties):
Assistloan officers with documentation requests, file preparation, and applicant follow-ups.
Monitor application pipeline and ensure timely client communications during pre-approval and processing phases.
Serve as a liaison between borrowers and loan officers to support a smooth and efficient loan experience.
Assist in meeting deadlines for application submissions and disclosures.
Client Experience:
Deliver an excellent first impression and build rapport with clients during initial interactions.
Serve as a consistent point of contact during the early stages of the loan process.
Uphold professionalism and empathy during all client communications.
Why Join Go Mortgage?
As a Client Service Representative at Go Mortgage, you'll help shape the future of home lending while building meaningful connections with borrowers across the country. This role is a launchpad to becoming a successful Mortgage Loan Officer. You'll gain firsthand exposure to every stage of the mortgage process while working in a supportive, energetic, learning and coaching environment where your drive and ambition are recognized and rewarded.
$30k-40k yearly est. Auto-Apply 60d+ ago
REAL ESTATE Loan Service Representative - Remote - USA) $20-25 p/hr FULL TIME
Trophy Point Investment Group, LLC
Remote loan assistant job
Job Description: REAL ESTATE LOAN Customer Service Representative DO NOT APPLY IF YOU DO NOT HAVE SPECIFICALLY, REAL ESTATE LOAN SERVICE EXPERIENCE Company: Trophy Point Investment GroupPosition: REAL ESTATE LOAN Service Representative - Loan ServicesLocation: Remote (USA ONLY) Status Type: Full time 40 hours p/week ContractorCompensation: USA Contractor $20-25 p/hr Website: ******************************
Job Summary:Trophy Point is seeking a dedicated and detail-oriented REAL ESTATE LOAN Service Representative to join our team. This role is integral in managing inbound communication related to our loan services. The ideal candidate will have excellent communication skills, a strong understanding of loan products, and the ability to provide exceptional service to clients and prospective customers. This position offers an opportunity to engage with clients, answer inquiries, and resolve issues regarding loan products, applications, and processes.
Key Responsibilities:
Manage Inbound Communications: Answer phone calls, emails, and other forms of communication related to Trophy Point's loan services.
Provide Accurate Information: Address inquiries from clients and prospective customers regarding loan products, terms, conditions, and application procedures.
Assist with Loan Applications: Guide clients through the loan application process, explaining necessary documentation and next steps.
Problem Solving: Assist clients with any issues or concerns regarding their loan accounts, payments, and transactions.
Follow Up on Customer Inquiries: Ensure timely and effective follow-up on customer requests and questions.
Document Client Interactions: Accurately record customer inquiries, issues, and resolutions in the company's CRM system.
Collaborate with Loan Officers and Teams: Work closely with the loan services team to provide seamless customer service and escalate any complex issues.
Maintain Product Knowledge: Stay up-to-date with the latest loan products, policies, and industry regulations.
Adhere to Compliance Standards: Ensure all client interactions and services comply with company policies and regulatory requirements.
Qualifications:
Experience: Minimum of 1-2 years of loan service experience, preferably in loan services, banking, or financial services.
Communication Skills: Strong verbal and written communication skills with the ability to explain complex loan terms and processes clearly.
Technical Skills: Proficiency in Microsoft Office, CRM software, and phone systems.
Problem Solving: Ability to handle customer concerns and resolve them efficiently.
Attention to Detail: Meticulous in managing and recording customer inquiries and interactions.
Customer-Centric: A passion for delivering excellent service and helping clients achieve their financial goals.
Additional Skills:
Familiarity with loan products (home loans, personal loans, etc.) is a plus.
Ability to work independently and as part of a team in a fast-paced environment.
Multitasking and organizational skills to manage various communication channels simultaneously.
Bilingual candidates are encouraged to apply.
Why Join Trophy Point:
Be part of a premier private direct lender with a strong reputation in the real estate industry.
Work with a dedicated and passionate team committed to excellence and integrity.
Enjoy the flexibility and convenience of a remote working environment.
Contribute to the successful completion of real estate investment projects and the effective management of draw disbursements.
About Us: Trophy Point is a premier private direct lender providing flexible financing solutions for real estate professionals. Founded by West Point graduates, we uphold the highest standards of integrity and service.
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$20-25 hourly 15d ago
Loan Processor
First Bank 4.6
Remote loan assistant 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
East Coast Junior Processor
Deephaven Mortgage
Remote loan assistant 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
Home Equity Loan Processor
Telhio Credit Union 3.8
Loan assistant 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
Loan assistant job in Columbus, OH
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.