Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
**Job responsibilities**
+ Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
+ Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
+ Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
+ Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
+ Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
**Required qualifications, capabilities, and skills**
+ Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
+ Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
+ Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
+ Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
+ Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
**Preferred qualifications, capabilities, and skills**
+ Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution.
+ Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
+ Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
+ Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
+ Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
+ Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
Same Posting Description for Internal and External Candidates
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
$74k-120k yearly est. 22d ago
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Loan Advisor - Sales Training Provided
Royal United Mortgage 3.6
Mason, OH
Full-time Description
Are you looking for a new career with a competitive environment and performance-based growth?
Royal United Mortgage is a proudly employee-owned mortgage lender that since 2008 has helped thousands of families nationwide make smarter, more confident financial decisions. We're growing and now hiring motivated professionals to join our team as a Loan Advisor.
Based in Indianapolis and with offices in Chicago, Austin, and Cincinnati we've been recognized as:
· An Indy Star Top Workplace for 17 years in a row
· Winner of Chicago's Best and Brightest Companies to Work For
· Healthiest Employer of Indiana
· One of Glassdoor's Best Places to Work
· The Top Lender for Customer Service and Satisfaction in the Lending Tree network!
About the Role
As a Loan Advisor, you'll connect with clients over the phone, listen to their goals, and help them secure mortgage options to improve their financial future. We don't just sell loans; we offer education and support every step of the way.
Previous mortgage experience is not required. We provide a paid hands-on training program designed to give you the knowledge, tools, and confidence to succeed in this role. We are searching for individuals with strong communication skills and an interest in developing their career in sales.
What You'll Do
· Conduct outbound sales calls to potential clients (warm leads provided)
· Understand customer needs, then prepare and present tailored mortgage products
· Educate customers on financial solutions through a consultative sales process
· Manage your sales pipeline and follow up consistently with your clients all the way through their closing
· Achieve daily, weekly, and monthly sales goals with support from leadership
What We Offer
· Comprehensive paid training in mortgage lending, sales, and financial advising, with immediate bonus opportunities
· Career advancement based on sales performance, not tenure
· A supportive, fast-paced, and fun team environment
· Highly competitive compensation
· A focus on helping you achieve your individual career goals
Why Join Royal United Mortgage?
· Employee-owned, values-driven company recognized for our in-depth training and competitive culture
· Opportunities to grow in a stable, high-demand industry; we believe in only promoting from within
· A chance to make a positive difference in people's lives
Requirements
· Strong sales skills or an interest in developing sales skills
· Positivity and determination
· Unparalleled work ethic
· Excellent verbal and written communication skills
· Respect and appreciation for customers
· Bachelor's Degree preferred, not required
Salary Description $40k-100k
$40k-100k yearly 17d ago
Mortgage Banker/MLO
Northwest Bank 4.8
Columbus, OH
The Mortgage Banker is responsible originating high-quality mortgage and equity loans, while providing excellent service to borrowers and referral sources. This individual also cross-sells bank products and services, while participating as an active member of regional teams.
Essential Functions
Originate permanent conventional and FHA/VA/RD residential mortgage loans, with purposes of purchase, refinance and construction for the centralized channel (Internet, phone, LOS/CRM referrals), home equity loans and lines of credit for the centralized channel (Internet, phone, LOS/CRM referrals), and obtain appropriate financial and credit data to properly disclose and analyze level of risk
Assist with borrower communication for construction loan overflow
Manage mortgage activity according to bank strategies
Interview borrowers to initiate complete, accurate and timely loan applications and disclosures
Meet timelines associated with regulatory disclosures
Work with processing center to streamline the process from application to closing
Maintain thorough knowledge of core lending products and rate/fee structure, thorough knowledge of loan origination system, and working knowledge of related systems
Understand borrower needs and recommending appropriate loan products
Comply to investor, insurer, and bank policies and procedures
Understand and comply with mortgage industry regulations, including the Qualified Mortgage, Dodd-Frank, Home Mortgage Disclosure Act, Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Mortgage Disclosure Improvement Act, Truth-in-Lending laws, etc.
Keep informed of changing rules and regulations, and local real estate and economic trends and developments that may affect loan quality or production
Exercise good credit judgment to decision loans within the Retail Loan Policy and individual loan authority limits
Ensure loan decisions and recommendations are based on accurate information
Manage confidential and sensitive information appropriately
Respond to Quality Control reviews in a timely manner
Monitor and understand performance of individual portfolio
Pro-actively call on abandoned mortgage online applications
Respond to online requests for contact via Northwest website
Maintain thorough knowledge of all Northwest products and services and actively recommending cross-selling opportunities, and of competitor products and recommending enhancements to NWSB products
Promote and maintain a favorable image for the Bank, and customer loyalty by providing superior service to each customer and referral source
Work cooperatively with referral sources and mortgage production staff
Project professional image that inspires confidence and trust
Manage flexible schedule to meet customer needs
Ensure compliance with Northwest's policies and procedures, and Federal/State regulations
Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
Work as part of a team
Work with on-site equipment
Qualifications
Bachelor's Degree in related subject preferred
Registration with NMLSR and annual renewal
Registering with the Registry and maintain registration
Obtaining a unique identifier through the Registry
Providing MLO unique identifiers to consumers
Upon Hire required
3 - 5 years lending/banking experience, knowledge of secondary market and regulatory guidelines, customer service and sales experience preferred
Ability to analyze financial data
The base salary plus commission for this position is generally $65,000-$72,000 per year. Actual pay is based on various factors including but not limited to the successful candidate's experience, skills, and knowledge. Additional bonus earning opportunities and benefits are also available.
#LI-MM1
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
$22k-33k yearly est. Auto-Apply 3d ago
Patient Consultant (Full-time)
Terrasana
Garfield Heights, OH
Job DescriptionDescriptionOur Patient Consultants are not only the face of Terrasana Dispensary but help Ohio MMJ patients in finding the products that best fit their medical needs and lifestyle. How? By asking questions, listening, and providing an unmatched customer experience in the medical cannabis space!
A Day as a Patient Consultant:
Speaking with a variety of people from different backgrounds.
Being honest and transparent,
Building meaningful customer relationships, and
Always striving to learn something new.
You're a great fit if:
You're at least 21 years of age or older.
Helping others find what they need to leave satisfied brings a smile to your face.
You've worked in a busy retail store or restaurant.
Taking cash payments and giving change is part of your day-to-day.
You ask questions when you don't know something and are genuinely curious about the evolving industry.
Benefits:
Health, Dental, and Vision Insurance
Paid Time Off
Paid Holidays
Company Discount
$65k-90k yearly est. 14d ago
Loan Origination Specialist IV
JPMC
Columbus, OH
Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
Job responsibilities
Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
Required qualifications, capabilities, and skills
Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
Preferred qualifications, capabilities, and skills
Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
$29k-61k yearly est. Auto-Apply 60d+ ago
Junior Loan Officer
Go Mortgage
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):
Assist loan 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
Consultant
Coolsoft 3.6
Columbus, OH
(Jobs in Columbus, OH) Requirement id 156616 Job title Consultant Skills required Developing Business Requirements, IT Project Experience, Vendor Management Experience, Open Date 12-Jan-2026 Close Date Job type Contract Duration 4 Months
Compensation DOE
Status requirement ---
Job interview type ---
Email Recruiter:coolsoft
Job Description Consultant: Developing Business Requirements, IT Project Experience, Vendor Management Experience,
Start date : 02/20/2026
End Date : 06/30/2026
Submission deadline : 01/15/2026
Client Info : DOH
Note:
* Hybrid
Description:
This position will support the Bureau of Infectious Diseases and Office of Management Information Services at the client.
The ideal candidate will have the skill specified below:
· Excellent communication and leadership skills both written and oral.
· Strong influence, collaboration and negotiation experience.
· Ability to collaborate with supporting resources across business and/or functional lines.
· Have excellent organizational skills, proven analytical, planning, problem solving, and decision-making skills.
· Must meet productivity standards, complete work in timely manner and strive to increase productivity.
· Experience defining and developing quality standards.
· Conduct reviews according to schedule.
· Communicate and work with customers and other personnel as necessary.
· Report progress on action item / defect resolution and possible risk areas and ensure action items are addressed and closed in a timely manner based on agreed dates and activities.
· Ensure that defined processes are followed.
· Organize and prepare work effectively to facilitate proactive resolution of problems, rather than reactive.
· Mentor and share knowledge with State staff.
· Experience in developing Requests for Proposals for IT system contracts with the State of Ohio.
· Must have previous experience working with client IT applications
· Must have knowledge of client departments and how to collect RFP requirements from the affected users
· Must have knowledge and understanding of the client applications used for immunization registry
· Must be familiar with the client RFP process
Day-to-Day responsibilities include but not limited to:
· Assist client Immunization Program and client IT in the process of drafting an RFP per State of Ohio guidelines for a vendor for the states Immunization Information System.
· Provide feedback to project teams regarding process/procedure improvement opportunities and other potential areas for improvement discovered during project activities.
· Advise teams as they gather and document requirements.
· Technical leadership in identifying and documenting items needed by the project, including system architecture and platform migration.
· Advise about implications of requirements as related to vendor management after contract award.
· Contribute to the establishment of and meet quality goals and objectives for the project.
· Contribute to all aspects of quality assurance for the project including establishing relevant metrics, applying industry best practices, and developing new tools and processes to ensure quality goals are met.
· Review projects required work products to ensure compliance with approved tailored procedures and standards.
· Perform detailed reviews of interim and final tasks as appropriate.
· Advise about components of evaluation process and required documents such as Service Level Agreements and Data Recovery Plans.
· Use technical understanding to assist client in seeing opportunities for growth and resource management in contract span
Call************ Ext 100for more details. Please provide Requirement id: 156616 while calling.
EOE Protected Veterans/Disability
$70k-89k yearly est. 6d ago
RRE Loan Servicing Specialist
Sb Financial Group, Inc. 4.0
Defiance, OH
State Bank, a growing Community Bank, has an opportunity for a self-motivated and detail-oriented individual to join our Loan Servicing Team. We are seeking a Full Time RRE Loan Servicing Specialist to work in our Defiance corporate office.
State Bank offers an extensive benefits package including: competitive compensation, paid vacation and PTO, medical/dental/vision insurance, company-paid life and AD&D insurance, a company-matched 401(k) retirement plan, company-provided short and long-term disability, quarterly incentive payouts, a community volunteer program, and growth opportunities.
Apply today and see why State Bank is a great place to work!
Equal Opportunity Employer
At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a ‘Great Place to Work' multiple times in the last decade alone and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them - from their professional development to their health and wellness.
Role Summary
We are looking for an experienced loan administrator to join our team at our Cincinnati Mortgage Loan Office (6200 Muhlhauser Rd., West Chester, OH 45069). Our ideal candidate thrives in a team environment and has a passion for helping people. This is a full time, onsite position. Success in this role is not measured with high-pressure sales goals or quotas. Instead, we focus on creating meaningful connections and handling each customer like a valued member of our family. Our ideal candidate will thrive in a collaborative, team-based environment and embody our values of love, trust, respect, commitment to excellence, and fun. We provide a comprehensive training program to set you up for success from the very beginning.
Responsibilities
Take equity line/loan and/or mortgage applications
Carry a pipeline of loans application through closing
Assist customers with banking questions related to our full-service branches
Ability to work in all areas of the branch
Requirements
Excellent customer service skills
Excellent written and verbal communication skills
Retail financial experience or loan processing experience preferred
Demonstrated ability to work independently while contributing to a team environment
1st Mortgage loan experience a plus
High School Diploma or GED.
Third Federal Perks & Benefits
Competitive compensation packages
Medical, dental, vision, and more
401k match
11 Bank Holidays + vacation/sick time
Stock Ownership Allocation
Exceptional culture and value system
Strong work/life balance
Growth opportunities
Mortgage Discount Program
Education Reimbursement Program
Our anticipated pay range for this position is $20.00 - $26.00 per hour. At Third Federal, we're committed to transparency throughout the hiring process. The pay range listed is based on relevant market data, role responsibilities, and skills required for the position. Individual pay will be thoughtfully determined by a candidate's qualifications, experience, and other relevant factors.
Third Federal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law.
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.
$20-26 hourly 5d ago
Dream Getaway Consultant
Sweet Carolina Travels
Cleveland, OH
✨ About the Role
Are you passionate about travel, experiences, and helping others plan unforgettable getaways? As a Dream Gateway Consultant, you'll play a key role in inspiring clients to explore the world by designing personalized vacation experiences that fit their unique dreams, preferences, and lifestyle.
This is an exciting opportunity for individuals who love connecting with people, thrive in a collaborative environment, and are eager to grow within the travel and lifestyle industry.
📝 Responsibilities
Assist clients in discovering, designing, and planning vacation experiences tailored to their interests.
Provide destination recommendations, travel tips, and itinerary support to ensure memorable experiences.
Utilize digital tools and platforms to manage inquiries, proposals, and bookings efficiently.
Build meaningful client relationships through excellent communication and follow-up.
Stay up to date on travel trends, destinations, and lifestyle experiences to offer fresh ideas.
Participate in ongoing virtual training sessions and team meetings to enhance product knowledge and skills.
💼 Qualifications
Strong passion for travel, culture, and creating memorable experiences.
Excellent interpersonal and communication skills.
Self-motivated, organized, and comfortable working in a flexible, remote environment.
Tech-savvy and able to navigate online platforms with ease.
Prior experience in customer service, hospitality, is a plus but not required.
Must be at least 18 years old.
🌟 What We Offer
Comprehensive training and ongoing mentorship.
Flexible schedule that fits your lifestyle.
Access to exclusive travel industry tools and resources.
A supportive team culture that encourages personal growth and professional development.
✨ Join us in helping others turn their dream getaways into reality!
If you love travel, enjoy working with people, and are ready to grow, we'd love to hear from you.
Apply today to start your journey as a Dream Gateway Consultant.
$65k-90k yearly est. 11d ago
Consumer Loan Specialist
Mariner Finance 4.1
Toledo, OH
.
$21k-48k yearly est. 1d ago
Jr. Loan Officer
Crosscountry Mortgage 4.1
Cleveland, OH
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
As the Cleveland OH branch of CCM, we help local families secure affordable homeownership by providing personalized guidance, clear communication, and a wide range of loan programs tailored to fit your goals.
We're seeking driven, strategic, and results-oriented professionals who thrive in high volume environments and are motivated by earning potential. If you're ready to be rewarded for your results and join a team that values excellence, apply now and let your ambition pay off.
What We Offer:
Competitive commission structure.
Clear growth path.
Ongoing training and mentorship from industry veterans.
Recognition programs and performance incentives.
Position Overview:
CrossCountry Mortgage's Customer Service Representative role is an entry level opportunity to begin a career in the mortgage industry. This role provides the essential tools and foundation to ensure career success and maintain the utmost level of customer satisfaction.
Job Responsibilities:
Build lasting relationships with high-value clients across the mortgage industry.
Take inbound leads via corporate phone system.
Gather basic customer information and identify customer needs.
Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customer via corporate phone system.
Utilize corporate training methods and tactics in converting potential prospects to CCM customers.
Leverage cutting-edge tools and data to optimize your outreach and conversion.
Schedule initial appointments as well as maintaining database to ensure customer service expectations are met.
Appropriately classify and distinguish each lead contacted.
Manage high volume of incoming phone calls.
Apply training to live interactions with CCM clients both internally and externally.
Collaborate with a high-performance team to exceed revenue targets.
Qualifications and Skills:
High School Diploma or equivalent.
1+ years of experience as a telemarketer or similar sales/customer service role.
Skill in exceeding sales quotas in a competitive environment.
Familiarity with CRM systems and data-driven sales strategies.
Excellent communication and customer service skills.
Excellent prioritization and time management skills.
Excellent consultative selling skills.
Proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, and Outlook).
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$39k-53k yearly est. Auto-Apply 60d+ ago
Residential & Consumer Loan Officer
First Citizens National Bank of Upper Sandusky 3.8
Upper Sandusky, OH
Purpose:
Responsible to originate and close residential real estate and consumer loans, participate in business development activities, and assist customers and bank staff with lending/deposit information. Responsible for initiating outside business calling efforts and cross selling all bank products.
Essential Functions:
Promotes loan growth through public contact, developing relationships with centers of influence, new and current realtors, builders and borrowers to promote continuous business.
Interviews loan applicants and takes applications to understand financial needs and make appropriate recommendations. Explains products, programs, loan processes, settlement procedures and set customer expectations. Collects information to underwrite the application and evaluate with expertise. Understands and reviews loan closing documents prior to closing to ensure accuracy. Ensures proper approval prior to establishing loan closing.
Primary types of loans offered: in-house and secondary market residential real estate loans, home equity loans, home equity lines of credit, installment loans, and cash reserve loans.
Provides exceptional customer service before, during and after the loan process.
Communicates and works well with Credit and Loan Processing teams
Actively participates in community organizations/projects and represents the Bank positively at these events.
Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management, overall safety and soundness, and the banks compliance with all regulatory requirements, e.g. Bank Secrecy Act, Regulation E (Electronic Funds), Regulation CC (Funds Availability,) CRA and Regulation DD, Loan Policy or other policies pertaining to your position.
Establishes a strong FCNB presence in the market.
Manages personal pipeline to ensure service standards and financial goals are met.
Ensures the credit quality of loans to minimize losses. May be responsible for collections activity within own portfolio, including contacting delinquent customers.
Learns various borrowing programs and processes to stay current with changes and new products.
Develops and maintains knowledge of data relating to the financial industry, economy, market conditions, rates, vendors, and competition.
Complies with all applicable federal and state compliance guidelines relative to the position.
OTHERS:
Note this job description is not designed to cover or contain a comprehensive listing of all activities, duties or responsibilities that are required for this job. Duties, responsibilities and activities may change at any time with or without notice.
Requirements
REQUIREMENTS:
Prefer minimum four year college degree with emphasis in business or finance or comparable lending/job experience.; knowledge of loan products; knowledge of loan application process; cross-sells referral programs, willingness to participate in additional job-related courses and seminars; Excellent customer service and sales skills. Strong analytical and organizations skills. Strong written and verbal communication skills. Must have (or be willing/able to quickly obtain) NMLS registration.
Wages are commensurate with experience and a complete benefits package is providing including educational reimbursement with First Citizens paying 100% of tuition for full time employees; student loan dept repayment; paid time off; 401(k); health, dental, vision insurance; and more.
This job posting does not list all the duties of the job. This job posting may be revised at any time. This job posting is not to be implied as a contract for employment for any length of time and will not change the employee's at will relationship. Either the employer or the employee may terminate employment at any time. First Citizens National Bank is an Equal Opportunity Employer -D/V.
$72k-91k yearly est. 60d+ ago
Loan Servicing Specialist
Sb Financial Group, Inc. 4.0
Defiance, OH
State Bank, a growing Community Bank, has an opportunity for a self-motivated and detail-oriented individual to join our Loan Servicing Team. We are seeking a Full Time Loan Servicing Specialist to work in our Defiance corporate office.
State Bank offers an extensive benefits package including: competitive compensation, paid vacation and PTO, medical/dental/vision insurance, company-paid life and AD&D insurance, a company-matched 401(k) retirement plan, company-provided short and long-term disability, quarterly incentive payouts, a community volunteer program, and growth opportunities.
Apply today and see why State Bank is a great place to work!
Equal Opportunity Employer
At Third Federal, you will find strength and stability in your career. In our nearly 90-year history, we have never had layoffs and have one of the lowest annual turnover rates at 6% (versus an industry average of nearly 19%). We have been certified as a 'Great Place to Work' multiple times in the last decade alone and have been recognized with several additional workplace awards and recognitions. Because Third Federal associates are the foundation of our success, we take a genuine interest in each of them - from their professional development to their health and wellness. Role Summary We are looking for an experienced loan administrator to join our team at our Cincinnati Mortgage Loan Office (6200 Muhlhauser Rd., West Chester, OH 45069). Our ideal candidate thrives in a team environment and has a passion for helping people. This is a full time, onsite position. Success in this role is not measured with high-pressure sales goals or quotas. Instead, we focus on creating meaningful connections and handling each customer like a valued member of our family. Our ideal candidate will thrive in a collaborative, team-based environment and embody our values of love, trust, respect, commitment to excellence, and fun. We provide a comprehensive training program to set you up for success from the very beginning. Responsibilities * Take equity line/loan and/or mortgage applications * Carry a pipeline of loans application through closing * Assist customers with banking questions related to our full-service branches * Ability to work in all areas of the branch Requirements *
Excellent customer service skills * Excellent written and verbal communication skills * Retail financial experience or loan processing experience preferred * Demonstrated ability to work independently while contributing to a team environment * 1st Mortgage loan experience a plus * High School Diploma or GED. Third Federal Perks & Benefits * Competitive compensation packages * Medical, dental, vision, and more * 401k match * 11 Bank Holidays + vacation/sick time * Stock Ownership Allocation * Exceptional culture and value system * Strong work/life balance * Growth opportunities * Mortgage Discount Program * Education Reimbursement Program Our anticipated pay range for this position is $20.00 - $26.00 per hour. At Third Federal, we're committed to transparency throughout the hiring process. The pay range listed is based on relevant market data, role responsibilities, and skills required for the position. Individual pay will be thoughtfully determined by a candidate's qualifications, experience, and other relevant factors. Third Federal is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, national origin, gender identification or sexual orientation, disability, protected veteran status or any other classification protected under law. 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.
$20-26 hourly 5d ago
Loan Origination Specialist IV
Jpmorganchase 4.8
Columbus, OH
Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
Job responsibilities
Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
Required qualifications, capabilities, and skills
Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
Preferred qualifications, capabilities, and skills
Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution.
Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
Same Posting Description for Internal and External Candidates
$74k-120k yearly est. Auto-Apply 24d ago
Loan Origination Specialist IV
JPMC
Columbus, OH
Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
Job responsibilities
Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
Required qualifications, capabilities, and skills
Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
Preferred qualifications, capabilities, and skills
Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution.
Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
Same Posting Description for Internal and External Candidates
$29k-61k yearly est. Auto-Apply 24d ago
Jr. Loan Officer
Crosscountry Mortgage 4.1
Cleveland, OH
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.
A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.
CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.
As the Cleveland OH branch of CCM, we help local families secure affordable homeownership by providing personalized guidance, clear communication, and a wide range of loan programs tailored to fit your goals.
We're seeking driven, strategic, and results-oriented professionals who thrive in high volume environments and are motivated by earning potential. If you're ready to be rewarded for your results and join a team that values excellence, apply now and let your ambition pay off.
What We Offer:
* Competitive commission structure.
* Clear growth path.
* Ongoing training and mentorship from industry veterans.
* Recognition programs and performance incentives.
Position Overview:
CrossCountry Mortgage's Customer Service Representative role is an entry level opportunity to begin a career in the mortgage industry. This role provides the essential tools and foundation to ensure career success and maintain the utmost level of customer satisfaction.
Job Responsibilities:
* Build lasting relationships with high-value clients across the mortgage industry.
* Take inbound leads via corporate phone system.
* Gather basic customer information and identify customer needs.
* Assist Licensed Loan Officers in obtaining leads by coordinating communication and transferring identified customer via corporate phone system.
* Utilize corporate training methods and tactics in converting potential prospects to CCM customers.
* Leverage cutting-edge tools and data to optimize your outreach and conversion.
* Schedule initial appointments as well as maintaining database to ensure customer service expectations are met.
* Appropriately classify and distinguish each lead contacted.
* Manage high volume of incoming phone calls.
* Apply training to live interactions with CCM clients both internally and externally.
* Collaborate with a high-performance team to exceed revenue targets.
Qualifications and Skills:
* High School Diploma or equivalent.
* 1+ years of experience as a telemarketer or similar sales/customer service role.
* Skill in exceeding sales quotas in a competitive environment.
* Familiarity with CRM systems and data-driven sales strategies.
* Excellent communication and customer service skills.
* Excellent prioritization and time management skills.
* Excellent consultative selling skills.
* Proficiency in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, and Outlook).
This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.
CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com
CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: **********************************
California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants.
CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.
CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
$39k-53k yearly est. 60d+ ago
Loan Origination Specialist IV
Jpmorgan Chase & Co 4.8
Columbus, OH
JobID: 210694442 JobSchedule: Full time JobShift: : Join us as a Loan Origination Specialist IV and make a significant impact on our lending services. You'll have the opportunity to grow your career while leveraging your expertise in loan origination to solve complex problems and mentor junior team members. Be part of a team that values collaboration, critical thinking, and personal resiliency, and enjoy the benefits of working with a leading financial institution.
As a Loan Origination Specialist IV within JPMorganChase, you will play a crucial role in the loan origination process, ensuring smooth documentation and transaction closing. Your work will directly impact our clients and the efficiency of our lending services. You'll collaborate with stakeholders to meet credit and asset conditions, contributing to the firm's success and enhancing your professional growth.
Job responsibilities
* Facilitate documentation and transaction closing for loan origination by preparing and dispatching accurate documentation packages, ensuring precision and compliance with lending standards.
* Collaborate with clients to manage expectations and ensure compliance, using strong communication skills and a thorough understanding of lending policies to address and resolve non-routine issues effectively.
* Apply problem-solving skills and knowledge of lending policies to resolve non-routine issues, maintaining smooth operations and client satisfaction.
* Participate actively in projects aimed at improving loan origination processes, contributing innovative ideas and leveraging process knowledge to enhance efficiency and effectiveness.
* Engage in continuous collaboration with stakeholders to optimize workflows, ensuring alignment with organizational goals and regulatory requirements.
Required qualifications, capabilities, and skills
* Demonstrated knowledge of loan origination processes and procedures, applying this expertise to ensure compliance and efficiency in operations.
* Skilled in managing conflicts and facilitating discussions, utilizing strong listening and questioning skills to navigate challenges and reach resolutions.
* Experienced in critical thinking and problem-solving, effectively analyzing situations to develop and implement solutions.
* Proven ability to build productive relationships with stakeholders, leveraging interpersonal skills to foster collaboration and trust.
* Capable of integrating communication and analytical skills to enhance stakeholder engagement and process outcomes.
Preferred qualifications, capabilities, and skills
* Experience in creating legal documents (guaranties, security agreements, leases, notes, etc.) for client execution.
* Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support.
* Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness.
* Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight.
* Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations.
* Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
Same Posting Description for Internal and External Candidates