Sr. Loan Closer
Remote job
JMAC Lending has thrived in the industry for over 25 years, providing exceptional service, innovative products, and unwavering support to our clients. At the heart of our culture and business philosophy is the commitment to surpassing the current market options, ensuring that we remain the top choice lender for our clients. Our dedicated associates possess distinguished credentials and actively engage in continuous education, balancing knowledge with valuable experience.
Our unwavering commitment to the highest ethical standards is the cornerstone of our company. With meticulous care, we efficiently execute the delivery of product pricing for wholesale and correspondent lending for our esteemed clients.
As we continue to grow, JMAC Lending is seeking a skilled Loan Closer to join our Closing department. In this role, you will carefully review and understand loan documents, facilitating open communication about loan files with JMAC's valued customers. If you are searching for a company that values exceptional results and unwavering integrity, this is the perfect place for you to thrive.
This is a Full-Time/Fully Remote opportunity offering competitive pay ranging from $61,600-$72,000 annually.
Key Responsibilities:
Review and Prepare Loan Documents
Prepare and review files for docs
Review data input to assure loan document information is accurate for signing
Provide an accurate review to ensure compliance with Federal, State, Investor and company policies
Up to date with all compliance with Federal, State, Investor and company policies
Conventional, VA, & FHA loans
Provide and Sign-Off Outstanding Funding Conditions
Complete funding review within the required turn time
Review outstanding funding conditions in a timely manner to make scheduled funding
Properly communicate and update applicable parties of funding status
Complete loan package for funding
Screen and/or protect documents for loan requirements
Resolve Discrepancies and Post-Closing Closer
Communicate with applicable parties regarding loan closing and loan delivery
Deliver loan file to investor with no funding purchase suspense
Assist in resolving any purchase suspense issues required before investor lock expiration
Review TRID Compliance
Finalize Final Closing Disclosure and issue Post Consummation Closing Disclosure if required
Properly review Final Closing Disclosure to ensure RESPA Compliance and validate tolerance thresholds
Upload and complete system entries with Final Closing Disclosure
Retrieve correct principal reduction check and correct system entry if required
Complete and verify Uniform Closing Dataset (UCD) for loan delivery
Review all LE's & CD's for correspondent loans if applicable
Run compliance test for correspondent loans if applicable
Requirements
2 years of hands-on experience in mortgage as a Loan Closer
Thorough understanding of the guidelines and TRID with a minimum of 2 years of practical experience
Exceptional oral and written communication skills
Dependable and trustworthy
Meticulous attention to detail
Proficient in using computers
Capability to work autonomously
Benefits
Perks with JMAC Lending:
Competitive Base Salary with an attractive Bonus Plan
Comprehensive Health Care Plan, offering Medical, Dental & Vision coverage
Life Insurance coverage, including Basic, Voluntary & AD&D options
Generous Paid Time Off, including Vacation & Holidays
Retirement Plan with a 401k contribution
Short Term & Long-Term Disability coverage
Family Leave options for a healthy work-life balance
Access to Wellness Resources to promote your wellbeing
About JMAC Lending
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.
Auto-ApplyMortgage Loan Processor III
Remote job
MORTGAGE LOAN PROCESSOR IIIWHAT IS THE OPPORTUNITY?The Mortgage Loan Processor III is responsible for processing home equity line of credit's, purchase, and refinance transactions. They will examine and evaluate approval of client applications and will be responsible for ensuring loans close in a timely basis. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.WHAT WILL YOU DO?
Review loan approvals to determine what documents are required to move to closing.
Communicate and respond to internal customers within 2 hours.
Utilize pipeline reports to effectively manage and prioritize daily workflow.
Ensure all loans are reviewed at least every 3 days.
Effectively manage an individual pipeline of 30-50 loans.
Maintains current knowledge of CNB guidelines and loan programs.
Meet and exceed monthly funding goals as set forth by management.
Other duties as/or assigned by management.
WHAT DO YOU NEED TO SUCCEED?Required Qualifications*
H.S. Diploma
Minimum 3 years recent mortgage experience.
Minimum 3 year basic computer experience (e.g. Microsoft Word, Excel, Outlook) required.
Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act. Must remain in good standing under the Safe Act.
Additional Qualifications
Ability to identify and resolve problems in a timely manner.
Strong attention to detail and accuracy.
Ability to maintain high levels of performance, especially in stressful situations.
Strong knowledge of federal/state regulatory policies and procedures. (TRID Experience Required)
Excellent written and verbal skills.
Excellent organizational skills.
Ability to multi-task and work in a deadline driven environment.
Proficient PC skills, including Microsoft Office and Loan Origination systems.
***this role sits in NYC metro area***
WHAT'S IN IT FOR YOU?CompensationStarting base salary: $25.93 - $41.43 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.
Benefits and PerksAt City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Get a more detailed look at our Benefits and Perks.
ABOUT USSince day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.
INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENTCity National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. #LI-RK#CA-RK
Mortgage Closer - Remote Opportunity
Remote job
Town and Country Bank is seeking a Mortgage Closer with at least two years of experience to join our team. The Mortgage Closer manages mortgage production closing documents, including reconciling of HUD-1 and all closing documents and closing conditions to meet investor and/or bank guidelines while supporting the organizational focus to empower the financial well-being of our communities, one person at a time. This position may be worked out of one of our branch locations in Illinois or can be remote.
ABOUT US:
At Town and Country our mission is to empower the financial well-being of our communities, one person at a time.
The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team.
The Mortgage Closer manages mortgage production closing documents, including reconciling of HUD-1 and all closing documents and closing conditions to meet investor and/or bank guidelines while supporting the organizational focus to empower the financial well-being of our communities, one person at a time. Embraces and upholds Town and Country's core values of teamwork, achievement, passion and positive thinking.
ESSENTIAL FUNCTIONS AND DUTIES:
· Prepares closing documents for compliance, accuracy and timeliness
· Ensures we maintain appropriate lien position and lien perfection
· Reviews docs for final compliance with regulatory requirements related to closing documentation
· Ensures timely disbursements and balancing of loan transactions
· Builds relationships with processors, loan originators, and underwriters to ensure all purchase and refinance transactions are closed in compliance with purchase contract timelines and /or rate locks expiration.
· Completes data integrity check to ensure all closing conditions are met
· Performs other job-related duties and special projects as assigned.
QUALIFICATIONS:
· Ability to create closing packages (including but not limited to: HUD-1, Mortgage, Note, final compliance and credit documentation).
· Minimum two years experience as Title or Mortgage Closer.
· Excellent organizational skills with extreme attention to detail.
· Ability to work under deadline and under pressure.
· Excellent communication skills required.
· Strong knowledge of computers and imaging systems but also Microsoft Office applications.
EDUCATION:
· Minimum of Associates Degree in related field or equivalent experience.
Auto-ApplyLoan Ops Commercial Loan Closer
Remote job
Join our dynamic team as a Loan Operations Commercial Loan Closer (CLC) and play a pivotal role in the commercial lending process. You'll collaborate with Commercial Relationship Managers (CRM) and Loan Officer Assistants (LOA) to oversee the closing process for all new, renewed, and modified C&I and CRE loans. As a key communicator, you'll interact with various partners to ensure a smooth and timely loan closing process. This role offers the opportunity to work independently and handle a variety of tasks to ensure all approval conditions and due diligence items are met for loan document preparation and processing.
Position is available in Brentwood and Columbia, TN
What You'll Do
* Review and Identify: Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs.
* Due Diligence: Order and review essential due diligence items such as Title Commitments, UCC searches, Flood determinations, Proof of insurance, Surveys, Entity documents, Real estate appraisals, Environmental Assessments, Good Standing Certificates, and Beneficial Ownership.
* Monitor and Confirm: Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection.
* Document Preparation: Submit loan details to the internal Doc Prep team for closing documentation.
* Legal Coordination: Engage with approved attorneys to prepare and/or close loan documents.
* Scheduling: Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA.
* Accuracy Check: Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval.
* Clear to Close: Provide final approval for closing once all conditions and due diligence requirements are satisfied.
* Document Review: Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking.
* Documentation Management: Ensure all supporting documentation is properly loaded to CreditLens and/or submitted for imaging.
* Initial Disbursement: Assist with initial loan disbursement at closing, acting as the second required signature.
* Customer Service: Deliver exceptional service to internal and external clients with urgency and a positive attitude.
Requirements For Success
* 5+ years in the financial services industry, with a preference for commercial loan experience
* Strong interpersonal, verbal, and written communication skills.
* Proficiency with MS Office Suite (Outlook, Word, Excel, SharePoint).
* Knowledge of federal and state banking regulations.
* Excellent customer service skills.
* Attention to detail.
* Strong problem-solving and critical thinking abilities.
* Organizational and time management skills to balance multiple priorities and meet deadlines.
* Commitment to compliance training and continuous learning.
* Preferred Skills:
* College degree in business or paralegal certification.
Conditions of Employment
* Conditions of Employment:
* Must be able to pass a criminal background & credit check
* This is a full-time, non-remote position
* FLSA status: Non-exempt
We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class.
Pay Range
USD $42,061.00 - USD $64,465.00 /Yr.
Mortgage Loan Processor
Remote job
About Us Capital Bank N.A. is headquartered in Maryland, and has been serving our communities since 1999. We stand as a publicly traded company (NASDAQ: CBNK) with over $3 billion in assets. We offer commercial and consumer banking services to clients in Maryland, DC, and Northern Virginia, alongside two nation-wide lending brands; Capital Bank Home Loans and OpenSky, a credit card division that offers and services credit cards across all states. Our personalized approach to banking, paired with cutting-edge technology solutions and a comprehensive suite of products and services, fuels our growth, and enables us to support our customers at every stage in their financial journey.
Come join a bank where our employees thrive and are engaged in meaningful work. For the last 5 out of 6 years, Capital Bank was named one of the "Best Banks to Work For" in the U.S. by American Banker.
Position Purpose
Capital Bank is looking for a Mortgage Loan Processor to join our team. The Mortgage Loan Processor works closely with loan originators to process mortgage loans in order to provide a seamless customer experience. The Mortgage Loan Processor's primary function is to ensure the timely and accurate submission of loans to Underwriting.
Position Responsibilities
Gathers and analyzes documentation and other information to take each loan application from once setup to closing
Contacts borrowers and referral sources as an introduction within 3 days (72 hours) of receipt
Reviews all income documentation to ensure that is accurate and supports the guidelines in place for a specific loan product
Reviews product guidelines to make sure that the loan fits and the necessary documentation is obtained, including:
Verify 2 years of continued employment - document any gaps
Review asset documentation
Review credit report
Review appraisal
Review title work
Review hazard insurance
Obtain payoffs on refinances by contacting current mortgage holder
Make sure all documentation is legible
Obtain all required certifications from agent - termite, well, septic, etc. and review upon receipt. Actions as needed.
Monitor daily closing schedule and make sure all loan are scheduled - if not scheduled notify Title Company, Agent and/or Loan Officer and schedule with closing department
Submit loan to underwriting in appropriate file order
Clear all Prior to Closing conditions. - Loans must be “clear to close” at least 48 hours prior to closing
Advise borrower of loan decision and any required conditions
Inputs proper loan information into Encompass so that data and supporting documentation are accurate.
Contacts borrowers to obtain additional documentation as necessary to meet loan guidelines
Follows Processing procedures as designated by Processing Manager
Must meet crucial deadlines such as financing contingencies and closing dates
Works with the MLO and/or LOA regarding missing/requested items
Updates conversation logs in Encompass
Minimum Education & Experience
3-5 years experience in a loan processing role with experience handling loans from start to finish.
Recent experience in the mortgage industry as an assistant, loan processor or loan officer is preferred.
Experience communicating with borrowers regarding lending requirements.
Experience processing conventional, FHA and VA loans.
Experience with Encompass software is required.
Preferred Skills & Qualifications
Strong background in calculating income is preferred.
Proficient in Microsoft Office Suite including Word, Excel, PowerPoint and Outlook.
Excellent verbal and written communication skills.
Proven customer service ability is required.
Must have knowledge of lending terminology and the ability to effectively communicate to borrowers.
Knowledge of underwriting would be helpful.
Independent worker that can produce results
Ability to take initiative
Ability to work in a fast-paced environment and deliver accurate results.
Compensation:
Base Salary Range: $25.51 - $35.71 per hour. Final determination of where you are at in the salary range is based on numerous factors such as relevant experience, skill set, education, geographic location, and ability to meet qualifications within the job description.
Working Arrangements
100% remote role
We're currently hiring only within our core locations, which include Maryland (MD), District of Columbia (DC), Virginia (VA), Pennsylvania (PA), Delaware (DE), Indiana (IN), Illinois (IL), South Carolina (SC), Florida (FL), and North Carolina (NC).
Why Join Us?
Join a growing company with a culture that fosters an entrepreneurial spirit
Comprehensive benefits package including Medical, Dental, Vision, Company Paid Life Insurance, Disability Insurance, and more!
Company Contributions to your 401k - Regardless of your contribution
Employee Perks: Paid Parental Leave, Employee Recognition Program, Leadership Program, Tuition Reimbursement Program, Employee Bank Checking Account, and much more!
Generous Paid Time Off and Paid Holidays - Including Paid Charity Hours to support volunteer opportunities
Supporting Businesses. Helping People. Strengthening Communities.
Capital Bank, N.A. is an Affirmative Action, E-Verify, & Equal Opportunity Employer.
Consumer Loan Servicing Processor
Remote 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
Auto-ApplyMortgage Loan Processor - REMOTE
Remote job
Description AmeriSave Mortgage has set the standard in online mortgage lending with over $130 billion in funded loan volume. As one of the top-rated, largest privately-owned online mortgage lenders in the nation, our mission is to deliver beneficial, responsible home lending solutions with unwavering integrity, dedication and excellence. Our employees are the driving force behind our success. We believe in the power of a dynamic and talented workforce and creating an environment where your contributions are not just recognized, they're celebrated. Your success is our success, and we are seeking skilled professionals who are ready to bring their A-game, exceed benchmarks and enhance the overall excellence of AmeriSave, while also growing and advancing their careers. At AmeriSave, we're one team with one shared dream - to be the best. Let's redefine excellence together! What we're looking for: AmeriSave is currently hiring Loan Processors to join our winning team. We offer advanced technology and support roles that enable our processors to easily manage larger pipelines and earn lucrative bonuses that are paid out every pay period. The ideal candidate has superb customer service skills, is well versed in general mortgage knowledge and guidelines, and loves working in a fast-paced environment. Candidates must be detail oriented with strong written and verbal communication skills.
This is a remote opportunity to work from home. Schedules are Tuesday - Saturday or Sunday - Thursday. Hours are 9am - 6pm EST or 11am - 8pm EST. Remote work applicants may not work from the following states: California
What You'll Do:
Responsible for a pipeline of 40-50 loans per month, both refinances and home equity loans
Review loan application package for completeness and accuracy, reconcile application against system input
Responsible for gathering required documentation from customer and third parties in support of the loan approval decision
Responsible for prompt, professional communication to customers, loan officers & underwriters
Responsible for calculating and analyzing income, assets and liabilities
Utilization of AUSSIE and company procedures
Establish an ongoing relationship by delivering best-in-class customer service
What You'll Need:
Minimum of 2 years recent mortgage loan experience
Must be self-directed, motivated, and comfortable working in an extremely fast paced environment
Must be proficient in Microsoft Office, DU, LP, CRM
Exceptional problem-solving and customer service skills
Detail-oriented and demonstrate excellent decision making skills
Excellent communication skills
**Please note that the compensation information that follows is a good faith estimate for this position only and is provided pursuant to the Colorado Equal Pay for Equal Work Act and Equal Pay Transparency Rules. It is estimated based on what a successful Colorado applicant might be paid. It assumes that the successful candidate will be in Colorado or perform the position from Colorado. Similar positions located outside of Colorado will not necessarily receive the same compensation. ** Compensation
The hourly rate for this position is $19 per hour, against commission based on individual performance. Target annual compensation for this position is $60,000 to $120,000.
Benefits: · 401(k) · Dental insurance · Disability insurance · Employee discounts · Health insurance · Life insurance · Paid time off · 12 paid holidays per year · Paid training · Referral program · Vision insurance Supplemental pay types: · Bonus · Referral bonuses AmeriSave is an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
California Consumer Privacy Act Disclosure Acknowledgment
Employment Applicants, New Hires, and Employees Residing in California
AmeriSave Mortgage Corporation's Privacy Policy Statement (“Policy”) can be reviewed here: ******************************** AmeriSave Mortgage Corporation's California Consumer Privacy Act (“CCPA”) Recruitment Disclosure can be reviewed here: ****************************************************** When AmeriSave's Human Resources Department makes future requests for personal information, the same Policy is applicable. By applying, you understand this acknowledgment covers current and future personal information requests. You also acknowledge the business purpose of the personal information collected and that future requests may occur while applying for a position at AmeriSave and/or during employment, if applicable.
Auto-ApplyREO Closing Coordinator, Default Services - REO
Remote job
Are you someone who can work well within a set time frame and can you work with required expectations that are set for a definite deadline? Do you have experience with the closing of files? Are you familiar with working with policy rejected documents? Do you have the experience resolving post-closing issues in a timely manner? ServiceLink, one of the top providers in the mortgage services industry, seeks an individual like you. If you possess these skills, now is the time to join our team and become a part of something big.
Applicants must be currently authorized to work in the United States on a full-time basis and must not require sponsorship for employment visa status now or in the future.
A DAY IN THE LIFE
In this role, you will…
· Responsible to coordinate the closing of files assigned to you within a required timeline and coordination of all aspects involved with the finalizing of the closing process
· Be responsible for preparation and accuracy and closing documents in accordance with state requirements and client instructions
· Ensure company's two-hour turnaround time commitment to clients is met by monitoring and prioritizing work in progress reports
· Review title commitment for clearance and to assure all items are counted for including but not limited to updating payoffs, taxes and HOA
· Secure lender, seller and/or broker approval of loan closing documents
· Confirm closing dates, location, documentation, and funds due at closing with borrowers
WHO YOU ARE
You possess …
· Proven work experience within the real estate industry and/or a vendor management service company
· Proven exceptional Customer Service
· A working knowledge of real estate titles, deed preparation and closings
· Excellent follow through and organizational skills
· High energy and have a positive attitude
· The ability to use and have advanced computer skills and are proficient in the Microsoft software products
Responsibilities
· Responsible for daily reports, schedules, funding, policies, rejected documents and any other assigned reports by managers
· Responsible for preparation and accuracy and closing documents in accordance with state requirements and client instructions
· Review title commitment to assure all items are accounted for including but not limited to updating payoffs, taxes and HOA , review effective date schedule within company policy guidelines
· Engage lender, seller and/or broker approval of loan closing documents and provide requested docs
· Address inquiries from client, seller, buyer, agents, internal staff and Asset Management Company professionally and in a timely manner
· Maintain professional communication with team members, team leader, management, clients (internal & external)
· Confirm closing dates, location, documentation, and funds due at closing with all parties
· Ensure all funding conditions have been met in accordance with state and client instructions
· Deed Preparation within client timelines and specifications
· Cut checks to all payees and wire funds to the seller within client directed timelines
· Confirm file set up with disbursements
· Resolve post close issues in a timely manner, including lender, recording and policy rejects
· Resolve rejected documents
· Customer service
· Attend and participate in bi-weekly team meetings, be on time and be prepared for these meetings
· Perform all other duties as assigned
Qualifications
· High School diploma or equivalent required.
· Practical work experience within real estate industry/and or a vendor management servicing company
· Working knowledge of real estate titles, deed preparation and closing
· Proven customer service skills
· Must be able to use and have advanced computer skills and be proficient in the Microsoft software products
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Auto-ApplyLoan Processor (hybrid in Scottsdale, AZ)
Remote job
Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience.
With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger.
Job Description:
$55-70k + Bonus | Full-Time
Hybrid (3 Days In-Office / 2 Remote)
Opportunities for Growth | Mentorship | High-Energy Culture
Are you a go-getter with a passion for precision, speed, and team collaboration? Do you thrive in a high-energy, fast-paced environment where ownership and autonomy are rewarded, and advancement is real? At Lower, we're not just processing loans-we're building futures. And we're looking for a top-tier Loan Processor who's hungry for success and ready to make moves.
Why You'll Love It Here
Three days a week in our Scottsdale office, two remote-flexibility meets team synergy.
Immediate access to hands-on mentorship from industry pros.
A culture of hustle, positivity, and ambition.
We promote from within-you grow, we grow.
Work that matters: Help people achieve the dream of homeownership every single day.
What You'll Do
Own your pipeline: Manage 20+ units/month with accuracy and urgency.
Collaborate daily with Loan Officers, underwriters, and other departments to keep files moving fast and clean.
Clear conditions like a pro and keep the loan process airtight from start to finish.
Understand the nuances of income calculations, AUS findings, and investor guidelines.
Help implement smooth workflows and support constant process improvement.
Be the first line of quality control-catch issues before they become problems.
Stay on top of vendor communications (credit bureaus, appraisers, etc.) to avoid delays.
Who You Are
4+ years of experience in mortgage loan processing or underwriting.
Confident with DU/LP findings and income analysis-you know how to read the room (and the numbers).
Experience processing loans with a direct-to-consumer lender.
Autonomous, yet a natural team player who communicates effortlessly.
Thrives in motion: You like being busy, hitting goals, and staying organized under pressure.
Positive mindset that doesn't shake under stress.
Hungry for personal and professional growth. You want to move up.
High accountability. You own your work and love being relied on.
Bonus Points For:
Underwriting knowledge
Perks & Benefits
Competitive compensation + performance bonuses
Comprehensive medical/dental/vision
401K with company match
Paid holidays, PTO, and parental leave
Life & disability insurance
Home mortgage discounts
A vibrant, motivated culture you'll actually enjoy being part of
Ready to Level Up?
If you're a self-motivated, detail-oriented Loan Processor with the drive to build your career while making an impact-this is your moment. Join a company where momentum is the norm and growth is expected.
Apply now and bring your energy!
Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Privacy Policy
Auto-ApplyMortgage Loan Closer (Temporary, REMOTE-US)
Remote job
Who is Quorum
At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you.
Summary
The Mortgage Loan Closer (Temporary) is responsible for closing all first and second mortgages, working closely with the Loan Officers and Processors from final approval through post-closing of the mortgage loan. This position requires strong communication and time management skills, as well as strict attention to detail.
Key Job Responsibilities and Accountabilities
1. Closes first and second mortgage applications in accordance with secondary market/Credit Union guidelines and ensures loan documentation complies with Federal, State, and local rules and regulations.
2. Works with the lending team to maintain archiving of mortgage files.
3. Facilitates mortgage loan closing; this includes but is not limited to reviewing loan file, preparing closing instructions, reviewing settlement statements, issuing final closing documents, and confirming closing successfully occurred by obtaining signed document copies.
4. Funds mortgage loan ensuring all rules and regulations are followed. In addition, ensures all internal wire controls are followed and necessary notification is provided to Finance.
5. Boards mortgage loan to third party sub-servicer, ensuring all required data and documents are transmitted accurately, timely and successfully - understanding the downstream impact of errors in this process (to the borrower, Finance, Loan Sales, and more).
6. Monitors closing pipeline to identify areas that require intervention in order to expedite the mortgage process and takes action accordingly.
7. Inputs and updates data into loan origination systems and assures adequate file integrity. Generates and/or ensures timely generation of all required documentation and closing disclosures.
8. Submits mortgage loans through Desktop Underwriter and reviews the automated underwriting conditions to ensure loan still meets original approval eligibility.
9. Interacts with assigned Loan Officer, Processor and Underwriter to resolve any file discrepancies in order to ensure timeliness of closing, compliance, and loan delivery for committed loans.
10. Maintains a high level of customer service by being proactive in communication with members, vendors, attorneys, relocation agents, title company representatives and staff members in order to ensure proficient closing of all loans and a positive experience for borrowers and referral partners.
11. Works with outside vendors and service providers to facilitate the loan process.
12. Supports Mortgage Operations area as necessary, including overflow support for Loan Submission and Loan Processing.
13. Identifies process improvements to automate and/or streamline operations and maintain adequate controls.
14. Promotes and maintains a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, partners and vendors.
15. Keeps abreast of industry developments including, but not limited to changes in regulations and technology.
16. Ensures adherence to company policies and procedures and Banking/Credit Union Regulations.
17. Performs additional duties as required.
Job Requirements, Competencies, and Skills
1. Bachelor's degree in finance, business administration or other business-related degree preferred; will consider experience in lieu of degree.
2. Minimum of 1-2 years related experience in mortgage loan closing, including comprehensive knowledge of TRID and non-QM regulations, is required.
3. Knowledge of the mortgage process from origination to post closing.
4. Detailed knowledge of secondary market guidelines and regulations.
5. Excellent problem-solving, organizational, analytical, verbal and written communication skills.
6. Strong decision making ability and attention to detail, as well as excellent time management skills with the ability to manage multiple projects/duties.
7. Results driven, service oriented, self-motivated and able to work independently.
8. Trustworthy with the ability to maintain highest level of integrity and trust.
9. Proficiency in Microsoft Office, specifically Word, Excel and PowerPoint. In addition, demonstrated understanding of and experience with Encompass is highly preferred.
Environmental / Physical / Mental Requirements
· Stable internet connection with speeds high enough for video conferencing and screen sharing
· Smartphone with current iOS/Android OS
· Prolonged periods sitting at a workstation and working on a computer
· Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone
**PLEASE NOTE**
We are not able to consider candidates for this role who reside in Montana, Nebraska, Rhode Island, or Puerto Rico
Hourly Range: $27.40 to $29.80 per hour. Individual wage will vary based on skills and experience. This is a temporary, contract (up to 6 months), non-employee role and is not eligible for Quorum health, retirement, or discretionary incentive benefits. Conversion to full-time employment is not guaranteed.
Compliance/legal requirements
· Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.â¯
· Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process.
· Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations.
This in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description.
Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy.
This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship.
#LI-Remote
Loan Processor/File Scrubber (REMOTE)
Remote job
The NON-QM Loan Processor/File Scrubber is responsible for reviewing, verifying, and preparing loan files for submission to underwriting, ensuring compliance with company guidelines and investor requirements. This role focuses on Non-Qualified Mortgage (NON-QM) products, requiring strong attention to detail, organizational skills, and knowledge of alternative documentation programs.
Key Responsibilities:
- Review loan applications and supporting documentation for accuracy and completeness.
- Verify borrower information, including income, assets, credit, and property details, according to NON-QM program guidelines.
- Identify and resolve discrepancies in documentation before submission to underwriting.
- Communicate with loan officers, borrowers, and third-party vendors to obtain missing or corrected documents.
- Ensure compliance with federal, state, and investor regulations throughout the loan process.
- Prepare and organize loan files for underwriting, maintaining proper documentation and audit trails.
- Track and manage pipeline to meet deadlines and service-level agreements.
Provide exceptional customer service to internal and external stakeholders.
This is a fully remote position, and the candidate can work 9-5 in their time zone.
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
Minimum 3 years of mortgage processing experience
Non-QM and conventional loan experience is required.
Strong understanding of mortgage lending guidelines, compliance, and documentation requirements
Experience in an independent mortgage broker Proficiency in Encompass loan origination software.
Job Description
We are seeking a top notch Mortgage Loan Processor to join a thriving financial services company. This is a 100% remote position! This person will be responsible for reviewing loan applications, ensuring all necessary documents are included and approving or denying the loans. The ideal candidate will have 2+ years of experience, FHA, VA, USDA, Conventional or Jumbo experience, and strong organizational skills. Encompass experience is preferred but not required.
This company offers a high base, strong bonuses per loans and great benefits! Apply now for consideration!
Responsibilities for Loan Processor
Evaluate credit worthiness by processing loan applications and documentation within specified limits
Determine all applicable ratios and metrics and set up debt payment plans
Interview applicants to determine financial eligibility and feasibility of granting loans
Review active loan files each day to determine if any documents are missing or what can be done to help the process along
Identify and recommend products that meets the customer's needs and the organization's lending guidelines
Communicate with clients either to request or to provide information
Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization
Operate in compliance with laws and regulations and adhere to lending compliance guidelines
Qualifications for Loan Processor
Exceptional communication and customer service skills
3+ years' experience in the consumer loan industry
Current registration under the National Mortgage Licensing System and Registry
Strong attention to detail
Familiarity with computers and banking applications/software
Ability to work in a goal-oriented environment
Demonstrable customer satisfaction orientation and sales competencies record
Deep knowledge of direct/indirect lending products and practices
Excellent analytical and mathematical skills
Must have FHA, VA, USDA, Conventional or Jumbo experience
Encompass experience highly preferred
Remote W2 Mortgage Processor (Salary and Benefits) (Veteran Only)
Remote job
Position Overview: The Mortgage Processor (Veterans Only) is responsible for managing and processing mortgage loan applications, ensuring that all required documentation is accurate and complete. This role involves coordinating with loan officers, underwriters, and clients to facilitate a smooth and efficient loan approval process. The processor works under the supervision of a financial institution or mortgage company and focuses on serving the veteran community. This is a salaried position with benefits.
Key Responsibilities:
Loan Application Review:
Review mortgage loan applications for completeness and accuracy.
Verify client information and gather necessary documentation, including credit reports, income statements, and employment records.
Ensure all required documents are obtained and properly filed.
Documentation and Verification:
Verify the accuracy of all information provided by clients.
Ensure that all documentation meets federal, state, and company regulations.
Order and review third-party services such as appraisals, title searches, and credit reports.
Coordination and Communication:
Communicate with loan officers, underwriters, and clients to gather additional information as needed.
Coordinate with relevant parties to resolve any issues or discrepancies in the loan application.
Keep clients informed of the loan status and any additional documentation required.
Loan Processing:
Prepare and submit loan files for underwriting approval.
Monitor the loan approval process to ensure timely and accurate completion.
Address any conditions specified by underwriters and ensure all requirements are met.
Compliance and Record-Keeping:
Maintain accurate and up-to-date records of loan applications and processing activities.
Ensure compliance with all regulatory and company guidelines and standards.
Protect client confidentiality and secure sensitive financial information.
Veteran Community Engagement:
Act as a liaison between the financial institution and the veteran community.
Provide specialized services and advice tailored to the unique needs of veterans and their families.
Participate in events, seminars, and workshops aimed at educating veterans about mortgage options and financial planning.
Training and Development:
Stay informed about industry trends, regulations, and products through ongoing training and professional development.
Attend company meetings, training sessions, and seminars as required.
Qualifications:
Education: Bachelor's degree in finance, business, or a related field is preferred. High school diploma or equivalent is required.
Experience: Previous experience in mortgage processing, financial services, or a related field is preferred. Military experience is highly valued.
Skills:
Strong attention to detail and organizational skills.
Excellent communication and interpersonal abilities.
Proficiency in computer software and systems used in mortgage processing.
Ability to work independently and manage time effectively.
Remote W2 Mortgage Processor (Salary and Benefits) (Veteran Only)
Remote job
Position Overview: The Mortgage Processor (Veterans Only) is responsible for managing and processing mortgage loan applications, ensuring that all required documentation is accurate and complete. This role involves coordinating with loan officers, underwriters, and clients to facilitate a smooth and efficient loan approval process. The processor works under the supervision of a financial institution or mortgage company and focuses on serving the veteran community. This is a salaried position with benefits.
Key Responsibilities:
Loan Application Review:
Review mortgage loan applications for completeness and accuracy.
Verify client information and gather necessary documentation, including credit reports, income statements, and employment records.
Ensure all required documents are obtained and properly filed.
Documentation and Verification:
Verify the accuracy of all information provided by clients.
Ensure that all documentation meets federal, state, and company regulations.
Order and review third-party services such as appraisals, title searches, and credit reports.
Coordination and Communication:
Communicate with loan officers, underwriters, and clients to gather additional information as needed.
Coordinate with relevant parties to resolve any issues or discrepancies in the loan application.
Keep clients informed of the loan status and any additional documentation required.
Loan Processing:
Prepare and submit loan files for underwriting approval.
Monitor the loan approval process to ensure timely and accurate completion.
Address any conditions specified by underwriters and ensure all requirements are met.
Compliance and Record-Keeping:
Maintain accurate and up-to-date records of loan applications and processing activities.
Ensure compliance with all regulatory and company guidelines and standards.
Protect client confidentiality and secure sensitive financial information.
Veteran Community Engagement:
Act as a liaison between the financial institution and the veteran community.
Provide specialized services and advice tailored to the unique needs of veterans and their families.
Participate in events, seminars, and workshops aimed at educating veterans about mortgage options and financial planning.
Training and Development:
Stay informed about industry trends, regulations, and products through ongoing training and professional development.
Attend company meetings, training sessions, and seminars as required.
Qualifications:
Education: Bachelor's degree in finance, business, or a related field is preferred. High school diploma or equivalent is required.
Experience: Previous experience in mortgage processing, financial services, or a related field is preferred. Military experience is highly valued.
Skills:
Strong attention to detail and organizational skills.
Excellent communication and interpersonal abilities.
Proficiency in computer software and systems used in mortgage processing.
Ability to work independently and manage time effectively.
Paralegal or Mortgage Processor (Bankruptcy and Mortgage Modification)
Remote job
Job DescriptionHours: 10-25 hours per week Work on site: Cheektowaga, NY Need assistance in the following areas of practice:
Bankruptcy: Assist Bankruptcy Attorney with his bankruptcy practice.
Mortgage Modification: Prepare mortgage modification applications for attorney review, submit to mortgage companies or their attorneys to save a clients home from a foreclosure sale.
Manage both types of files for the attorney.
We are looking for a Superstar. Dont even consider responding to this ad unless:
you are truly talented;
you are a pleasure to deal with;
you believe that you can be the best at almost anything you do and you can prove that;
you enjoy developing a deep and meaningful rapport with clients;
you are extremely customer-oriented;
you have a burning desire to succeed;
you are highly motivated;
you have a never-say-die attitude; and
you find ways to perform well, even in bad situations
The Ideal Person:
We firmly believe in hiring the RIGHT person for this job, not simply the person with the most credentials. The person we hire will know what it means to meet deadlines, work independently, and will restore our faith in the American work ethic. We like working with smart, motivated individuals who are eager to learn.
We would love to work with an experienced (5+ years) paralegal or mortgage processor who is motivated and has significant experience in one or more of the following areas of law: mortgage modification, bankruptcy, foreclosure and/or real estate, but we are willing to teach the RIGHT person who has a year or two of experience as a paralegal or mortgage processor.
If you are interested in helping people save their homes through mortgage modification law or bankruptcy, are a quick learner, can follow clearly stated expectations, will follow the standards and procedures of John DAmato PLLC, will conduct yourself in a professional manner, and
clearly understand the difference between activity and accomplishment
, then you should apply today! We would love to hear from you.
What you can expect:
Gentle, flexible hours and fast payment. Unlike full time mortgage processors or paralegals, you show up (or work from home), and do your work on a flexible schedule that you set. You will be free to enjoy life, making a difference and helping people. Isnt that your ideal for a work-life balance?
Low pressure and a low-stress environment. We believe this is an ideal position for someone who wants part-time work as a retired individual or someone who wants to raise a family and still work part-time.
Compensation: To be determined based upon the package you send us. We will pay hourly or on a fixed-fee basis. We would rather work with someone motivated to finish a task than to pay someone on an hourly basis. This means you will have the chance to make more money if you work harder.
Please do not apply if:
You are someone looking for full-time work, but cannot find it;
you do not already understand: how to prepare a budget;
you make excuses for your poor performance;
you view firm clients as an inconvenience;
you are not punctual;
you were the student who needed mom or dad to remind you about completing your homework or your projects;
you need a lot of direction and hands-on guidance;
you are already set in your ways and are not willing to learn; and
you prefer to put off until tomorrow what could be done today.
This is not the job for you.
Remote Mortgage Assumptions Processor
Remote job
Thank you for your interest!
If your background aligns with our clients needs, one of our Recruiters will reach out. Please Check your spam folder and voicemail for messages from our recruiters.
Unfortunately due to high volumes of applicants, we may not be able to respond to those who are not a fit. If you do not hear from us regarding this application, please know we do appreciate your interest and encourage you to continue to keep an eye on our website for new opportunities.
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
Student Loan Coaching Specialist
Remote job
Candidly was founded in 2016 to flip the script on what it means to plan, borrow, repay, and save for college. Today, we're the category leader with the market's most comprehensive AI-driven student debt and savings optimization platform. We partner with hundreds of top employers, financial institutions, and retirement record keepers, positioning Candidly to serve more than 35 million Americans.
We're already achieving incredible results - to date, we've helped our users get on track to eliminate more than $1.8B in student debt and pay off their loans 175,000 years quicker - and we're seeking movers, shakers, innovators, and problem solvers to help take our mission even further.
Candidly is a high-growth, Series B startup, funded by leading investors including Altos Ventures, Aflac, Salesforce Ventures, UBS, Equal Opportunity Ventures, Impact Engine, Rethink Impact, Unum, and Cercano Management. Our fully remote, international team of 70 (and counting) includes alumni from Google, UBS, Twitter, Plaid, Prudential, LendingTree, Morgan Stanley, Deutsche Bank, and more.
Job Description
As a Student Loan Coaching Specialist, you'll work one-on-one with end users to provide expert, personalized guidance on student loan repayment. We're expanding our coaching service to help even more users navigate the complexity of student loans (e.g. federal repayment plans, public service loan forgiveness, refinance, consolidation, tax considerations, accelerated payments, college funding) and balance other long-term financial goals alongside debt repayment. Our ideal candidate is a self-starter who is eager to help advance the program and is comfortable communicating directly with end users. Empathy, curiosity, and a growth mindset are critical to this role.
Key Responsibilities
Prepare a borrower's analysis before the call, review it along with any questions during the call, and provide prompt follow-up via email after the call
Become proficient with the Candidly platform and capabilities that can help borrowers make progress based on their customized plan
Follow the post call coaching procedures (record meetings, fill out post call form, etc.)
Weekly check-in with the Candidly Coaching team
Ability to lead webinars, develop written resources, and collaborate on cross-functional initiatives to drive the growth and impact of the coaching program
Contributes to team knowledge sharing and process improvement initiatives
Shows initiative and resourcefulness to resolve user issues and improve coaching processes
Adapts quickly to changes in policies, programs, or tools in a fast-paced environment
Engages in continuous learning to stay up to date on student loan regulations, financial wellness strategies, and fintech tools
Requirements
Certifications - CSLP designation preferred
You are empathy-first in your approach to your clients and our users
You are conscientious and meticulous in detail
You have passion for making a difference and approach each day with a sense of urgency about the opportunity to make an impact
You are an exceptional teammate
Preferred Qualifications
Experience or knowledge in college planning concepts and strategies
Familiarity with federal and private student loan programs, repayment strategies, and forgiveness options
Knowledge of personal finance software or fintech platforms
Bilingual or multilingual abilities to support a diverse user base
Background in higher education, career services, or financial literacy education
Experience or familiarity with AI-driven financial tools or platforms, including using AI insights to guide client decision-making or improve coaching outcomes
Background and EEOC
Candidly offers for employment are conditioned upon satisfactory completion of our employment screening process (including, but not limited to, a review of past employment and education records, background investigation, and/or credit check & fingerprints).
Candidly strives to foster an environment where every employee can succeed. As an Equal Opportunity Employer we do not discriminate on the basis of race, religion, color, sex, sexual orientation, gender identity, gender expression, national origin, age, non-disqualifying physical or mental disability, veteran status, or any other basis covered by applicable law. All employment is decided on the basis of qualifications, merit, and business need.
Auto-ApplySpecialist, Loan Set-Up, Wholesale, II
Remote job
Come join our amazing team and work Remote !
Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system. Perform all duties in accordance with company policies and procedures and all state and federal regulations. The target pay range for this position is $38,000.00 to $50,000.00.
What you'll do:
Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file.
Enter or verifies information into loan origination system.
Reviews new loan documentation to assure accuracy.
Submits file to Wholesale Account Manager for processing.
Assists departmental support staff when necessary
What you'll need:
Maintains moderate confidential information concerning loan applicants.
Requires some organizational skills and ability to work on several files simultaneously.
Requires some communication with internal office staff
Moderate coordination for various duties required.
Office machines such as computer, copiers, fax machines
Sitting for extended time periods.
Hearing and vision within normal range.
Ability to handle detailed assignments.
Ability to organize and prioritize workload and meet deadlines.
Moderate computer skills and working knowledge of Microsoft Office products
High school diploma or equivalent work experience.
Two to four years loan setup experience
Our Company:
Carrington Mortgage Services-Wholesale Lending is part of The Carrington Companies. We provide third-party originators, mortgage brokers and financial institutions with access to government and conventional loan programs, as well as low credit score home financing and low down payment options. We hope you'll consider joining our growing team of uniquely talented professionals as we transform residential real estate. To read more visit: ****************************
What We Offer:
Comprehensive healthcare plans for you and your family. Plus, a discretionary 401(k) match of 50% of the first 4% of pay contributed.
Access to several fitness, restaurant, retail (and more!) discounts through our employee portal.
Customized training programs to help you advance your career.
Employee referral bonuses so you'll get paid to help Carrington and Vylla grow.
Educational Reimbursement.
Carrington Charitable Foundation contributes to the community through causes that reflect the interests of Carrington Associates. For more information about Carrington Charitable Foundation, and the organizations and programs, it supports through specific fundraising efforts, please visit: carringtoncf.org.
Auto-ApplyLoan Services Specialist
Remote job
Full-time Description
The ideal candidate will be able to work in Willmar, MN or our Sioux Falls, SD office. Will consider a remote work arrangement. Entry level starting wage range is $19 - $23/hr, negotiable with experience.
Responsible for a variety of duties and tasks relating to servicing of loans. This is an operations position that also includes contact with the customer.
Primary Duties & Responsibilities (90%):
Board a variety of new loans to the system and fund proceeds to respective GL's
Set up automatic payments, ACH and overdraft protection
Pay PMI, taxes, insurance as needed.
Releasing collateral upon repayment etc.
Credit reporting and dispute resolution, Year-end Tax Reporting
Loan Control Balancing and other GL Reconciliations
Monitoring daily loan transactions & exceptions using various IQ reports
Timely and accurate responses to customer and employee questions and requests
Monthly SBA payment reporting and FSA/USDA semi-annual balance reporting
Servicing of participated and purchased loans
Assist tellers/RM's with loan payment applications
Correspond with sub-servicer when customer issues arise
Subservicing branch payments and new loan wires
Gather documents for audits as requested
Set up and monitor ticklers
Provide payoff statements
Assist SAT with coding and tracking of troubled loans and 1099 C Preparation
MLA and SCRA determinations, coding and tracking
Secondary Duties & Responsibilities (10%):
Employee Owners help Heritage be successful in any way possible, never saying, “That's not my job.”
Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities.
Responsible for security as it applies to this position.
Responsible for compliance with laws and regulations applicable to this position.
Responsible for performing professional and accurate service.
Performs other tasks, as assigned.
Bank Standards:
Mission - Helping People Succeed Financially
Ethics - We always do the right thing at work and in our personal lives.
Solution - We bring solutions to challenges and are always looking for ways to be better.
Ownership - We are accountable in our roles and accept responsibility for our mistakes.
Positivity - We bring positive energy and enthusiasm to everything we do.
Disclaimer:
The statements contained in this describe the general nature and level of work being performed by the person accepting this role. “Secondary Duties and Responsibilities” are considered incidental or secondary to the overall purpose of the job. This job description does not state or imply the only duties and responsibilities assigned to this job. Employees holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability.
Requirements
Education:
2-year degree in related field
Working knowledge of mortgage loan documentation terminology and methodology
Experience:
Requires education, expertise, and competence to complete the assignment in accordance with Federal Regulations.
Intermediate knowledge of title policies and related loan regulations such as RESPA, HMDA, and other bank lending policies
CSI Core experience a plus