Post job

Loan documentation specialist jobs near me

- 87 jobs
jobs
Let us run your job search
Sit back and relax while we apply to 100s of jobs for you - $25
  • Mortgage Loan Processor

    Capital Bank Career 4.5company rating

    Remote loan documentation specialist 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.
    $25.5-35.7 hourly 54d ago
  • Loan Processor (hybrid in Scottsdale, AZ)

    Lower LLC 4.1company rating

    Remote loan documentation specialist job

    Here at Lower, we believe homeownership is the key to building wealth, and we're making it easier and more accessible than ever. As a mission-driven fintech, we simplify the home-buying process through cutting-edge technology and a seamless customer experience. With tens of billions in funded home loans and top ratings on Trustpilot (4.8), Google (4.9), and Zillow (4.9), we're a leader in the industry. But what truly sets us apart? Our people. Join us and be part of something bigger. Job Description: $55-70k + Bonus | Full-Time Hybrid (3 Days In-Office / 2 Remote) Opportunities for Growth | Mentorship | High-Energy Culture Are you a go-getter with a passion for precision, speed, and team collaboration? Do you thrive in a high-energy, fast-paced environment where ownership and autonomy are rewarded, and advancement is real? At Lower, we're not just processing loans-we're building futures. And we're looking for a top-tier Loan Processor who's hungry for success and ready to make moves. Why You'll Love It Here Three days a week in our Scottsdale office, two remote-flexibility meets team synergy. Immediate access to hands-on mentorship from industry pros. A culture of hustle, positivity, and ambition. We promote from within-you grow, we grow. Work that matters: Help people achieve the dream of homeownership every single day. What You'll Do Own your pipeline: Manage 20+ units/month with accuracy and urgency. Collaborate daily with Loan Officers, underwriters, and other departments to keep files moving fast and clean. Clear conditions like a pro and keep the loan process airtight from start to finish. Understand the nuances of income calculations, AUS findings, and investor guidelines. Help implement smooth workflows and support constant process improvement. Be the first line of quality control-catch issues before they become problems. Stay on top of vendor communications (credit bureaus, appraisers, etc.) to avoid delays. Who You Are 4+ years of experience in mortgage loan processing or underwriting. Confident with DU/LP findings and income analysis-you know how to read the room (and the numbers). Experience processing loans with a direct-to-consumer lender. Autonomous, yet a natural team player who communicates effortlessly. Thrives in motion: You like being busy, hitting goals, and staying organized under pressure. Positive mindset that doesn't shake under stress. Hungry for personal and professional growth. You want to move up. High accountability. You own your work and love being relied on. Bonus Points For: Underwriting knowledge Perks & Benefits Competitive compensation + performance bonuses Comprehensive medical/dental/vision 401K with company match Paid holidays, PTO, and parental leave Life & disability insurance Home mortgage discounts A vibrant, motivated culture you'll actually enjoy being part of Ready to Level Up? If you're a self-motivated, detail-oriented Loan Processor with the drive to build your career while making an impact-this is your moment. Join a company where momentum is the norm and growth is expected. Apply now and bring your energy! Lower provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Privacy Policy
    $35k-43k yearly est. Auto-Apply 46d ago
  • Mortgage Loan Processor II (Mid-level)

    Equity Resources 4.0company rating

    Remote loan documentation specialist job

    Are you an experienced mortgage processor who's been searching for a great company that's family owned, that recognizes your contributions, and has a philosophy of no layoffs during the down-season? A company whose goal and purpose is to Improve the Lives of Families ? Take a look at Equity Resources! We are a fun and friendly environment where we work together to meet our daily goals. Why you'll love working here Candidates local to Central Ohio will be asked to work a structured hybrid schedule and can enjoy our corporate office in Newark's historic downtown square. (Remote work is available for candidates located outside of Central Ohio). Choose from flexible hours: 8:30 AM - 5:00 PM with a 30-minute lunch, or 8 AM - 5 PM / 8:30 AM - 5:30 PM with a 1-hour lunch. Generous PTO, 10 paid holidays, plus a day off for your birthday! Full benefits package (including pet insurance!) first of the month after your first 30 days. 401(k) option with a generous company match -helping you grow your retirement savings faster. Earn extra cash through our referral programs, $500 for each borrower you refer, and up to $5,000 for referring an experienced Loan Officer. Join a stable, employee-focused company that's been growing since 1993. Requirements Requires at least 3 years of recent mortgage loan processing experience; ideal candidates will have 3 - 5 years of recent experience. Must reside in a state in which Equity Resources is currently licensed. Must have experience supporting multiple loan officers/originators. Experience working in the Encompass LOS is preferred. Ability to manage and process up to 30 client loan files simultaneously, keeping accurate documentation for each loan. Work independently with minimal supervision, applying sound judgment and attention to detail. Organized and thorough in gathering borrower information, verifying documents, and managing files from preapproval to closing. Strong interpersonal skills with the ability to build trust and communicate effectively with borrowers, team members, and third-party vendors. What your day will look like The primary objective of the Mortgage Loan Processor is to make sure loans are fully processed, submitted, approved, closed, and funded with minimal involvement from the Loan Officers/Originators. You will work to obtain and review all client documents, review for accuracy and completeness, and assure that all supporting documentation is sufficient for the borrower and subject property in order to close and fund the loan. You will be responsible for the team pipeline to ensure all closing dates and commitment dates are met. You will interact with the Loan Officers, Underwriters, Back Office, and Closers. You will foster an atmosphere of exceptional customer service and a work environment that is edifying and supportive, creating Raving Fans both internally and externally. The following duties would be applicable: Serve as a primary point of contact by answering phone calls and providing timely updates to internal and external customers. Monitor loan progress and follow up on outstanding items to ensure timely completion of the loan package. Order and follow up on third-party items such as title, VOEs, VODs, insurance, and appraisals. Pulling Credit Bureaus and working with the Credit Bureau to update customer accounts. Ensure all loan packages are complete and compliant before submitting to underwriting. Following up with the underwriter for approvals and work on conditions. Supporting the Company's strong relationship of “Raving Fan Service” culture through on-going customer contact, quality customer service, and superior product knowledge. Adhere to company policies, procedures, and ethical standards. Perform additional duties as needed to support individual loan files and team goals. About Us Equity Resources, Inc. is a privately owned and operated mortgage company headquartered in Newark, Ohio. We are licensed in 22 states, including Washington D.C., and operate branch offices in many of those locations. Our vision and purpose at Equity Resources, Inc. is quite simply to Improve the Lives of Families. We pride ourselves in creating Raving Fans of our customers AND our employees. We are celebrating our 32nd year in business and are continuing to grow! Come join our team! Equity Resources offers a comprehensive total compensation and benefits package that includes medical, dental, and vision insurance; 401(k) with company match; company-paid life insurance; and much more! Equity Resources is an equal opportunity employer. It does not discriminate against applicants or employees on the basis of race, color, religion, creed, national origin, ancestry, disability that can be reasonably accommodated without undue hardship, sex, sexual orientation, gender identity, age, citizenship, marital or veteran status, or any other legally protected status.
    $31k-40k yearly est. 10d ago
  • Commercial SBA Loan Closer (REMOTE)

    Arkansas Talent Group

    Remote loan documentation specialist job

    Arkansas Talent Group is partnering with an exciting FinTech Company to help them find a Commercial SBA Loan Closer for their organization. In this newly created position due to growth you will play a vital role as the designated Commercial SBA Loan Closer. You will be responsible for functions related to the complete loan closing process for both SBA loans and conventional loans, including but not limited to managing loan pipeline, coordinating loan closings, preparing and reviewing complex loan documents. Position is remote eligible, with a strong preference for candidates located in EST. What you will do: Process loan files to meet all required criteria in a timely manner. Prepare documentation for commercial and SBA loans, renewals, modifications, subordinations, amendments and waivers/exceptions. Coordinate and communicate with borrowers, title companies and/or attorneys to schedule closings, prepare documents, review and instructions as necessary. Ensure all loan documents are complete, accurate and properly filed by verifying signatures, execution, dates, collateral, and all other supporting documents. Review, collect and/or prepare required documentation such as borrower injection, debt refinance support, leases, business evaluations and franchise eligibility for SBA loans. Track loan volumes and provide data for pipeline reports. Complete Uniform Commercial Code (UCC) and other legal filings in a timely manner. Maintain a working knowledge of government guaranty programs and procedures. Maintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices. What you will have: High school degree or equivalent work experience 3+ years experience in a financial institution 1+ years Commercial SBA loan closing experience In-depth knowledge of loan products, functions, documentation, policies, and procedures as required by bank policy, state, and federal regulators Strong organizational, time management, and multi-tasking skills in fast-paced environments High attention to detail and ability to evaluate problems to provide effective solutions Maintain a high degree of confidentiality and discretion Proficient and MS Office products and departmental software Perks: Competitive compensation, bonus Generous health coverage benefits 401K with 100% match of the first 3%, 50% on the next 3% Generous PTO Opportunity to work with an ambitious group of entrepreneurs. Position is remote eligible, with a strong preference for candidates located in EST. Please directly apply or reach out to Jennifer Thompson on LinkedIn Arkansas Talent Group is a Permanent Placement Recruiting Firm, all considerations will be held confidential
    $38k-51k yearly est. 13d ago
  • Loan Processor

    Crosscountry Mortgage 4.1company rating

    Remote loan documentation specialist job

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices are received and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: High School Diploma or equivalent. Minimum of 5 years' residential mortgage processing experience. Experience with Encompass. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Knowledge of DU, LP, Microsoft Office, and Windows. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Hourly Rate: $21.63 - $36.06 Bonus: Bonus Eligible if applicable The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $21.6-36.1 hourly Auto-Apply 60d+ ago
  • Mortgage Loan Processor - REMOTE

    Amerisave Mortgage 4.3company rating

    Remote loan documentation specialist 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.
    $36k-45k yearly est. Auto-Apply 60d ago
  • Mortgage Loan Sales

    First National Bank (FNB Corp 3.7company rating

    Loan documentation specialist job in Columbus, OH

    Primary Office Location: 250 East Broad Street Suite 1720. Columbus, Ohio. 43215. Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $38k-43k yearly est. Auto-Apply 46d ago
  • Mortgage Loan Sales

    First National Trust Company

    Loan documentation specialist job in Columbus, OH

    Primary Office Location:250 East Broad Street Suite 1720. Columbus, Ohio. 43215.Join our team. Make a difference - for us and for your future. Mortgage Banking Consultant Business Unit: Mortgage Administration Reports to: Varies based on assignment Position Overview: This position is primarily responsible for originating residential mortgage loans through internal and external referral sources. Responsible for building and maintaining strong internal and external referral relationships, counseling mortgage customers around solutions to their lending needs, providing excellent customer service, and supporting all key channel initiatives and sales activities. ( Cross Sell Initiatives, External Sales Activities, Customer Satisfaction Results, and Loan Quality.) Responsible for meeting or exceeding personal production and strategic activity goals. Primary Responsibilities: Builds relationships with internal and external referral sources through key sales strategies and activities to achieve expected performance goals. Counsels customers on lending options and solutions to meet their needs. Supports and facilitates key banking partnerships. Provides excellent service and supports an outstanding customer mortgage experience. Effectively manages loan pipeline to meet key milestones such as delivering initial documentation, closing dates, rate expiration dates, pricing, and compliance related expectations. Provides feedback to management on process efficiencies, relationship processing performance, and overall customer experience for relationship processing partner. Assists with recruiting and hiring of support team members as needed. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 3 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Ability to use general office equipment Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Basic Level MS PowerPoint - Basic Level BS or BA degree preferred. Must possess a Nationwide Mortgage Licensing System and Registry identifier. Experience with Easylender, Uni-form and Genesis. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: N/A Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $32k-68k yearly est. Auto-Apply 46d ago
  • Loan Ops Commercial Loan Closer

    United Community Bank 4.5company rating

    Remote loan documentation specialist 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. 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.
    $42.1k-64.5k yearly 6d ago
  • Mortgage Closer

    Solomonedwards 4.5company rating

    Loan documentation specialist job in Columbus, OH

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Review and analyze loan data, ensuring accuracy and completeness. - Prepare and assemble closing documents, including the final closing disclosure and settlement statements. - Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction. - Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate. - Ensure compliance with all federal, state, and investor loan closing regulations. - Maintain accurate closing schedules and deadlines. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141863 ### Place of Work On-site ### Requisition ID 141863 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Specialist, Loan Set-Up, Wholesale, II

    Carrington Mortgage 4.5company rating

    Remote loan documentation specialist 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.
    $38k-50k yearly Auto-Apply 19d ago
  • Mortgage Closer

    Resicentral

    Remote loan documentation specialist job

    Are you detail-obsessed, compliance-savvy, and thrive in a fast-paced environment? ResiCentral is looking for a Mortgage Closer who's ready to take ownership of the closing process and deliver an exceptional experience for our clients. In this role, you'll be the final checkpoint-ensuring every “i” is dotted and every “t” is crossed before the loan is funded. Job Summary The Closer will prepare and review closing documents for mortgage loans working in both retail and wholesale channels. The Mortgage Closer is to coordinate the closing process by confirming that all documents are correct, within compliance, and meet agency guidelines.This position will also be responsible for performing a multitude of tasks such as preparing closing documents, being a point of contact, coordinating closings, and ensuring loans are compliant. Duties/Responsibilities Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions. Issue the Initial and Signing Closing Disclosure; ensure fees meet RESPA and TILA requirements; address any tolerance cures Validate the Final Closing Disclosure fees and ensure it meets underwriting guidelines for cash to close and cash back to borrower Verify required information within the loan file such as spelling of borrower's names, property address, lock expiration, flood cert Confirm compliance documents meet TRID requirements Review of tax bill and ensure that the borrower's escrow account is setup in accordance with federal guidelines Draw closing documents in accordance with federal, state and investor guidelines Knowledge of closing package documents as well as wet/dry state requirements Review executed loan documents for accuracy and compliance, and to ensure borrower signature and dates meet guidelines Responsible for addressing and clearing all Prior to Funding and Closing conditions Review compliance and fraud reports and address any alerts Perform final verbal verification of employment Work independently and manage assigned pipeline ensuring that expected turn times and production goals are met Ensure all calls and emails are responded to in a timely manner Elite Client Service Required Skills/Abilities Ability to prioritize projects Experienced in Microsoft ,Word, Excel, PowerPoint, and Outlook You can meet critical deadlines in a dynamic, rapidly changing environment. You understand working with highly sensitive and confidential matters. You are trustworthy, honest, and display a high level of integrity. You obsess over detail and accuracy. You understand that flexibility is key in an ever-changing industry and start-up environment. You thrive in a dynamic, fast-paced environment and in the face of ambiguity. You have a professional demeanor and strong work ethic. Strong written/verbal communication skills. Unwavering attention to detail. Provide exemplary service in all client interactions and communications; always uphold the ResiCentral service standards and exercise good judgment. Physical Requirements Prolonged periods sitting at a desk and working on a computer. Must be able to lift 15 pounds at a time. Education and Experience A College degree is desired. High school diploma or GED is required. 2+ years Closer or applicable experience as a minimum is strongly preferred. Previous remote work experience desired. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
    $34k-44k yearly est. Auto-Apply 17d ago
  • Student Loan Coaching Specialist

    Candidly

    Remote loan documentation specialist 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.
    $33k-55k yearly est. Auto-Apply 37d ago
  • Loan Origination Specialist IV

    Jpmorganchase 4.8company rating

    Loan documentation specialist job in 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 2d ago
  • Loan Origination Specialist IV

    JPMC

    Loan documentation specialist job in Columbus, OH

    Join the firm that FORTUNE has named one of the top five “World's Most Admired Companies” and LinkedIn ranked #1 out of 50 of the best companies in the U.S. for best places to work and grow your career. As a Loan Servicing Specialist IV within JPMorganChase, you will play a pivotal role in managing an assigned portfolio of loans, ensuring adherence to established processes and procedures. Your expertise in loan servicing will be crucial in interpreting loan documents, interacting with stakeholders, and overseeing deadlines. You will be expected to apply your knowledge of policies and procedures to solve non-routine problems, while also acting as a mentor to junior roles. Your ability to manage conflicts, think critically, and maintain resilience in challenging situations will be key to your success. This role offers the opportunity to directly impact our lending services team, contributing to the overall loan lifecycle and fostering strong relationships with both internal and external clients. Job responsibilities Act as the primary point of contact for internal and external clients, addressing loan servicing issues and providing resolution in accordance with established procedures. Interpret loan documents and ensure accurate system setup for new deals, restructures, and amendments, applying critical thinking to identify and resolve non-routine problems. Initiate loan activities such as funding, re-pricings, and payments as per client instructions and credit agreements, demonstrating proficiency in time management and organization. Calculate and monitor complex interest and fee accruals at various rate levels, ensuring accuracy and compliance with changing lender distributions. Provide guidance and mentorship to junior roles, leveraging your expertise in loan servicing and your developing skills in mentoring and stakeholder management. Required qualifications, capabilities, and skills Baseline knowledge or equivalent expertise in loan servicing, including understanding of loan documents and lending processes. Demonstrated ability to manage and monitor multiple tasks effectively, showcasing strong time management and organizational skills. Experience in conflict management, with the ability to identify and resolve conflicts that may arise within teams or as a result of business decisions. Beginning proficiency in critical thinking, with the ability to organize, compare, and critically evaluate various aspects of loan servicing situations, generating conclusions consistent with the facts and associated risks. Developing proficiency in listening and questioning, with the ability to actively listen, empathize with the speaker, and ask well thought out questions to gain information and promote deeper understanding. Preferred qualifications, capabilities, and skills Strong collaboration skills with cross-functional teams to ensure seamless client service operations, enhancing client satisfaction and service delivery. Flexibility and adaptability in adjusting to changing conditions and priorities, maintaining a positive and optimistic outlook during periods of change. Demonstrated teamwork and motivation, actively contributing to team success by being supportive, helpful, and collaborative, while also being a highly motivated self-starter capable of working independently within a team environment. Strong interpersonal relationship skills, with a willingness to learn, receive direction, and ask well-thought-out questions to enhance understanding and performance. Excellent organizational skills, enabling efficient functioning in high-volume, fast-paced, deadline-oriented environments while maintaining service level agreements.
    $29k-61k yearly est. Auto-Apply 60d+ ago
  • Mortgage Loan Processor I

    Sb Financial Group, Inc. 4.0company rating

    Loan documentation specialist job in Dublin, OH

    State Bank, a growing Community Bank, has an opportunity for a self-motivated and detail-oriented individual to join our team of mortgage loan processing professionals. We are seeking a Full Time Mortgage Loan Processor I to work in either our Defiance corporate office or our Dublin Office. This position is responsible for a variety of duties to support the mortgage loan processing function, including coordinating work within the department as well as other departments, and providing exceptional internal and external customer service. State Bank offers an extensive benefits package including paid vacation and PTO, medical/dental/vision insurance, company-paid life and AD&D insurance, a company-matched 401(k) retirement plan, company-provided short and long-term disability, monthly incentive payouts, a community volunteer program, and growth opportunities. Apply today! Equal Opportunity Employer
    $32k-40k yearly est. Auto-Apply 60d+ ago
  • Loan Processor

    First Bank 4.6company rating

    Remote loan documentation specialist job

    Thank you for your interest in joining First Bank. If you're looking to be part of a team that values integrity, humility, excellence, challenge, and life-long learning, you've come to the right place. At First Bank we believe in offering opportunities to help individuals build a long and lasting career, and we are currently seeking a Loan Processor. The Loan Processor helps the bank to fulfill its vision by by maximizing the client experience and expanding client relationships Duties and Responsibilities Takes ownership of loan processing responsibilities within 10 minutes of receipt. Processes loan documentation with 100% accuracy. Ensures all tracking items are input into the collateral tracking system (exceptions and covenants). Organizes files according to filing procedures immediately after scanning. Performs account maintenance, research, and any additional responsibilities as needed to support Loan Operations functions. Prepares extension agreements, addendums, or collateral substitutions as needed. Performs daily, weekly, and monthly departmental tasks as assigned. Books loans to core system within 24 hours of receipt or rescission. Protects the bank and clients by following company policies and procedures and completing required BSA and compliance courses. Qualifications Work experience: 2 years of banking, accounting, or finance experience Education: Bachelor's degree in business or related field preferred Skills Interpreting Researching Reporting Problem solving Computer usage Verbal and written communication Detail orientation Work Environment Work Hours: Monday through Friday, 8:00-5:00 (Additional hours may be required for company meetings or training.) Job Arrangement: Full-time, permanent Travel Requirement: The job may require travel on rare occasions for training or other work-related duties. Remote Work: The job role is primarily in-person. A personal or work crisis could prompt the role to become temporarily remote. Physical Effort: May require sitting for prolonged periods. Requires standing for periods of time for filing. Environmental Conditions: No adverse environmental conditions expected. The position offers a competitive salary, 401K-retirement plan, and other benefits. EO / M /F/ Vet / Disability. First Bank is an equal opportunity employer. It is our policy to provide opportunities to all qualified persons without regard to race, creed, color, religious belief, sex, sexual orientation, gender identification, age, national origin, ancestry, physical or mental handicap, or veteran's status. Equal access to programs, service, and employment is available to all persons. Those applicants requiring reasonable accommodation to the application and/or interview process should notify human resources. This application will be given every consideration, but its receipt does not imply that the applicant will be employed. Applications will be considered for vacancies which arise during the 60-day period following submission. Applicants should complete an updated application if not contacted and/or hired during this 60-day evaluation period. Replies to all questions will be held in strictest confidence. In order to be considered for employment, this application must be completed in full. APPLICANT'S STATEMENT By submitting an application I agree to the following statement: (A) In consideration for the Bank's review of this application, I authorize investigation of all statements contained in this electronic application. My cooperation includes authorizing the Bank to conduct a pre-employment drug screen and, when requested by the Bank, a criminal or credit history investigation. (B) As a candidate for employment, I realize that the Bank requires information concerning my past work performance, background, and qualifications. Much of this information may only be supplied by my prior employers. In consideration for the Bank evaluating my application, I request that the previous employers referenced in my application provide information to the Bank's human resource representatives concerning my work performance, my employment relationship, my qualifications, and my conduct while an employee of their organizations. Recognizing that this information is necessary for the Bank to consider me for employment, I release these prior employers and waive any claims which I may have against those employers for providing this information. (C) I understand that my employment, if hired, is not for a definite period and may be terminated with or without cause at my option or the option of the Bank at any time without any previous notice. (D) If hired, I will comply with all rules and regulations as set forth in the Bank's policy manual and other communications distributed to employees. (E) If hired, I understand that I am obligated to advise the Bank if I am subject to or observe sexual harassment, or other forms of prohibited harassment or discrimination. (F) The information submitted in my application is true and complete to the best of my knowledge. I understand that any false or misleading statements or omissions, whether intentional or unintentional, are grounds for disqualification from further consideration of employment or dismissal from employment regardless of when the false or misleading information is discovered. (G) I hereby acknowledge that I have read the above statement and understand the same.
    $31k-37k yearly est. 43d ago
  • Home Equity Loan Processor

    Telhio Credit Union 3.8company rating

    Loan documentation specialist job in Columbus, OH

    Formed in 1934, Telhio began as a credit union for Columbus Telephone Company (now AT&T) employees. Telhio now serves over 70,000 member-owners throughout central and southwest Ohio. As one of the largest credit unions in Ohio, Telhio is a strong financial institution that continues to serve its members through extraordinary service, innovative financial solutions and community involvement. After generations of service and growth, we never lose focus of our three core values - Caring, Commitment, and Integrity. Position Summary: The Home Equity Loan Processor is responsible for processing all home equity loan applications. Processing is performed accurately and within established timelines. The processor acts as a liaison during the home equity process working directly with the Telhio loan officer and borrower to obtain all necessary information to process and fund the loan. The processor works with the Telhio loan officer to restructure the loan as needed to comply with underwriting guidelines. They prepare and distribute early disclosures, loan estimates and closing documents for Telhio members for all home equity loans in accordance with State and Federal Regulations. Home Equity Processors will have access to non-public information and must maintain confidentiality. The processor must possess effective written and verbal communication and maintains regulatory knowledge applicable to job responsibilities. This role will interact with several departments in the credit union including the branch network, lending center, underwriting team and the Home Equity Compliance Specialist. Upholds and embodies the Telhio Core Values of Caring, Commitment, and Integrity. Responsibilities: The Home Equity Processor will be responsible for functions that align with our Consumer Lending goals to create an exceptional member experience. This includes: * Communicates effectively with borrower to obtain the necessary documents needed to satisfy underwriting stipulations * Adheres to and maintains knowledge of all related government regulations * Reviews, prepares and sends loan disclosures for home equity loans compliant with TRID guidelines * Ensures accuracy of information within documents provided by borrowers prior to uploading and sending to underwriting for review * Delivers the highest level of support to their lending partners while responding to all requests in a timely manner * Accurately logs and tracks home equity files in process * Communicates updates and final approvals to loan officers * Prepares, reviews and sends closing documents for home equity closings. Includes any necessary instruction and documentation * Completes funding of home equity loans in the absence of the Home Equity Compliance Specialist * Obtains property evaluations, title work and flood certification as required by Telhio guidelines. Performance Metrics * Completes general loan processing with attention to detail * Reviews and prepares and distributes accurate home equity loan documents and disclosures * Accurately logs loans to the processing worksheet * Works effectively with loan officers to correct loan errors and restructure loans as needed * Submits files to Underwriting with clear, accurate stips * Complies with Service Level Agreement - * Processes loans to meet established service level agreement * Manages pipeline to provide extraordinary service to internal and external members. * Maintains knowledge of TRID guidelines and completes disclosures accordingly * Demonstrates teamwork and leadership - * Contributes to a positive and motivating work environment that encourages individual growth and success. * Fulfills commitments to team members * Communicates effectively with Telhio Credit Union employees * Actively participates in 1:1 meetings with supervisor and team meetings * Assists consumer lending or other line of business projects as needed * Completes funding of home equity loans in the absence of the Home Equity Compliance Specialist * Other duties as assigned - Qualifications: * Knowledge of Product & Services * Knowledge of Process Procedures * Time Management * Attention to Detail * Knowledge of Telhio's Loan Policy and products * Knowledge of Home Equity and TRID Regulations * Excellent verbal and written communication skills * Organizational Skills * High Professionalism * Ability to work in a fast-paced environment * Analytical and quantitative skill * High school graduate or G.E.D. * Proficient in MS Office Suite, DNA, MeridianLink * Telhio applicants must be able to pass a background check including: credit, drug screen, bondability, and criminal background. What you will earn: * Competitive salary * Opportunity to earn incentive and bonus * Benefits: several medical plan options, dental, free vision, free life and free disability insurance * Additional financial incentive programs for employees enrolled in our insurance * 6% matching and immediately vested 401(k) plan * Generous schedule for 14 paid holidays, vacation and personal time for a healthy work-life balance * Opportunity for personal career growth, continued education and mentorship programs * Volunteer opportunities impacting the local community Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This position requires sitting; some reaching; frequent standing and walking; some stooping or kneeling. The employee must occasionally lift and move up to 50 pounds. This is a Non-Collective Bargaining Unit Telhio is an Equal Opportunity Employer
    $28k-34k yearly est. 11d ago
  • Commercial Loan Servicing Specialist

    Kemba Financial Credit Union 3.8company rating

    Loan documentation specialist job in Columbus, OH

    Title: Commercial Loan Servicing Specialist Reports to: Director of Commercial Credit Supervises: None Status: Non-Exempt Objective The Commercial Loan Servicing Specialist is responsible for supporting the accurate administration and servicing of commercial loan products including term loans, SBA loans, lines of credit, and construction loans. This role ensures regulatory compliance and delivers exceptional member service throughout the loan lifecycle. Duties and Responsibilities Administers new loan origination and transfer of servicer boarding records to the core system Services a diverse portfolio of commercial loans, including term, SBA, construction, and revolving credit facilities Collaborates with third-party loan servicers to ensure timely and accurate portfolio management Processes loan payments, advances, and payoffs in accordance with established procedures Monitors loan covenants, insurance coverage, and compliance deadlines Maintains complete and accurate loan documentation and servicing records Coordinates loan modifications, renewals, and extensions in partnership with internal stakeholders Responds to borrower inquiries and resolves servicing-related issues promptly and professionally Prepares and distributes reports for internal teams and regulatory agencies Supports audits, examinations, and portfolio reviews Ensures strict adherence to internal policies and applicable regulatory requirements (FDIC, OCC, SBA, etc.) Participates in the implementation and enhancement of Servicing and Loan Origination System (LOS) platforms Assists in gathering business requirements, mapping workflows, and configuring system settings Supports integration of third-party services, including credit bureaus, identity verification, and document management tools Conducts system testing and provides actionable feedback to development teams and vendors Monitors system performance and recommends improvements to enhance scalability and user experience Collects and compiles Home Mortgage Disclosure Act (HMDA) data from loan origination systems and other relevant sources. Reviews and validates HMDA Loan Application Register (LAR) entries for accuracy, completeness, and regulatory compliance. Performs regular HMDA quality control checks to identify and correct data discrepancies prior to submission. Assists in preparing, organizing, and validating documentation and datasets required for internal audits, external regulatory examinations (e.g., CFPB, OCC, FDIC), and periodic compliance reviews. Ensures system compliance with data security protocols and regulatory standards Assist in other areas as directed by Credit Union management Develop an understanding of credit union history, philosophy, organization, policies, and operational procedures On a self-directed basis, continue to improve individual level of competency through training and certification on established educational programs Relates to others beyond giving and receiving instructions: Works well with partners and peers Performs work activities requiring negotiating, instructing, supervising, persuading, or speaking with others Responds appropriately to feedback Required Qualifications High school diploma or equivalent education and experience 3 years of experience in commercial lending or loan servicing Strong understanding of commercial loan structures, servicing practices, and regulatory frameworks Strong working knowledge of Microsoft Office Suite (Excel, Word, Outlook) Demonstrates strong attention to detail and organizational skills Values a high degree of accuracy and speed Professional demeanor Exceptional verbal and written communication skills Adapts to quick changes in pace or workload Ability to work well independently, or as part of a team Assertive problem-solving skills Physical Demands The physical demands listed below represent those necessary to perform the essential functions of this role. Reasonable accommodation may be provided to enable individuals with disabilities to perform these functions. The employee is regularly required to sit, use their hands, reach with their arms, and communicate verbally and orally. Occasional standing, walking, and lifting of objects up to 25 pounds are required. Vision requirements include close, distance vision, and focus adjustment. #CRPKMB
    $37k-42k yearly est. 60d+ ago
  • Loan Specialists

    Maharaja Enterprises 4.1company rating

    Remote loan documentation specialist job

    IT'S TIME FOR A CHANGE, START 2024 OFF THE RIGHT WAY Maharaja Enterprises LLC - Creative Financing Experts Commision Based Pay: 2 points per funding secured Maharaja Enterprises LLC in Dallas, GA is looking for one Mortgage Loan Originator Specialist to join our strong team. Our ideal candidate is attentive, ambitious, and hard-working. Mortgage Loan Originator Specialist (Full-time/Part-time): As a Mortgage Loan Originator Specialist at Maharaja Enterprises, your responsibilities will include: Client Relationship Management: Build and maintain strong relationships with clients, including borrowers, real estate agents, and other industry professionals. Lead Generation: Generate leads for mortgage loan origination through various channels, including networking, referrals, and marketing strategies. Loan Application Process: Guide borrowers through the mortgage loan application process, including collecting necessary documentation, assisting with the completion of application forms, and ensuring compliance with lending requirements. Pre-Qualification and Pre-Approval: Evaluate borrowers' financial profiles, review credit reports, income documents, and other relevant information to determine their eligibility for mortgage financing. Provide pre-qualification and pre-approval letters to qualified borrowers. Mortgage Product Knowledge: Stay up-to-date with the latest mortgage products, interest rates, and lending guidelines. Educate borrowers on the different loan options available and help them select the most suitable mortgage program for their needs. Financial Analysis: Analyze borrowers' financial information, including income, assets, and debts, to assess their creditworthiness and ability to repay the loan. Make recommendations based on the analysis and assist in finding suitable loan solutions. Loan Origination and Documentation: Prepare loan packages, including completed applications, credit reports, income documentation, and other required forms. Submit loan applications to underwriting for approval and ensure all necessary documents are in order. Communication and Support: Act as a point of contact for borrowers throughout the loan origination process, providing regular updates, answering questions, and addressing any concerns. Coordinate with internal teams, such as underwriters and processors, to ensure a smooth and timely loan closing. Compliance and Regulations: Adhere to all applicable lending regulations, including those set by federal, state, and local authorities. Ensure that all loan origination activities are in compliance with the relevant laws and regulations. Sales and Business Development: Continuously seek opportunities to expand Maharaja Enterprises' mortgage loan origination business by developing relationships with new referral sources, attending industry events, and implementing marketing strategies. Performance Metrics: Meet or exceed sales goals and performance targets set by the company. Maintain accurate records of loan origination activities and provide regular reports to management. Professional Development: Stay informed about industry trends, changes in lending practices, and new mortgage loan programs. Continuously enhance knowledge and skills through training, workshops, and professional development opportunities. As a Mortgage Loan Originator Specialist, you will play a crucial role in helping borrowers secure financing for their real estate transactions. Your expertise in mortgage lending, client management, and adherence to regulatory requirements will contribute to the overall success of Maharaja Enterprises' mortgage loan origination business. Experience: - Experience as a Mortgage Loan Originator or similar role - Strong knowledge of mortgage products, including conventional loans, FHA loans, VA loans, and jumbo loans - Familiarity with escrow processes and procedures - Excellent math skills for calculating loan amounts, interest rates, and monthly payments - Proficient in using 10-key typing for accurate data entry - Ability to read and interpret complex financial documents, such as tax returns and bank statements - Strong communication skills to effectively explain loan options and requirements to borrowers - Detail-oriented with the ability to review contracts and identify potential issues or discrepancies Imagine a vibrant and dynamic environment where countless leads await you. Our system is brimming with potential opportunities, and we continue to add more each day. But that's not all. We believe in setting you up for success. You will have access to a plethora of leads, receive comprehensive sales training on a daily basis, experience personal growth as an investor (as we grow, so do you), and have the incredible opportunity to earn while you learn the intricacies of real estate. And let's not forget our exceptional disposition team, passionately selling deals nationwide! However, here's the reality: Compensation: Commission based. Earning potential is unlimited! This business only thrives if you are willing to put in the work. Our motto is simple, yet powerful: EAT WHAT YOU KILL. If you lack self-motivation, hunger for success, and the willingness to learn and collaborate with like-minded individuals, then we are not the right fit for you. Please do not fill out the application if you cannot commit to this level of dedication. But if this resonates with your entrepreneurial spirit and you are ready to put in the effort to master this business and achieve remarkable financial rewards, then look no further! Take that first step towards an extraordinary future by filling out our application We are looking forward to reading your application. Job Types: Full-time, Part-time, Temporary, Internship Pay: Commission Benefits: Employee assistance program Employee discount Flexible schedule Professional development assistance Work from home Experience level: No experience needed Schedule: Choose your own hours Monday to Friday Weekend availability Experience: work (Preferred) Work Location: Remote Note: This job description is intended to provide a general overview of the position. Duties and responsibilities may vary depending on the specific needs of the company. Job Types: Contract, Part-time, Full-time Benefits: Flexible schedule Professional development assistance Schedule: 10 hour shift 12 hour shift 4 hour shift 8 hour shift Choose your own hours Day shift Monday to Friday Night shift Supplemental pay types: Commission pay Experience: Sales (Preferred) Loan origination (Preferred) Fair Housing regulations (Preferred) Work Location: Remote Job City Dallas,GA. State Georgia Country USA Job Name Loan Specialist
    $28k-54k yearly est. 60d+ ago

Learn more about loan documentation specialist jobs

Browse office and administrative jobs