Loan documentation specialist jobs near me

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

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 position supports the Melville, NY office of CrossCountry Mortgage. The Loan Processor is responsible for accurately setting up new purchase applications, issuing pre-approval letters, processing and disclosing loans, and overseeing the success of every loan from contract to close. The Loan Processor will work with Borrowers, Loan Officers, Underwriters, and any Third Parties to close 95% of all loans on time while providing an outstanding experience from application to closing. This position operates within Eastern Standard Time Zone working hours to support the East Coast region. Job Responsibilities: Serve as Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s). Contact all borrower(s) within 24 hours after the LO appointment, fully review the loan applications and other documents with borrowers and effectively communicate all pre-approval parameters to borrowers. Request and review the cash, credit, and income qualifications of all borrowers. Review documentation received within 24 hours of receipt for discrepancies, omissions, verified income calculation, asset verification and Encompass updates based on verified information; immediately notify Loan Originators when any discrepancies are found on documentation. Track all requested documents in Encompass. Communicate any red flags or major potential issues to the LO or Team Captain (if applicable) and Realtor partner and ensure understanding of all required conditions before contacting borrowers or third parties. Meet deadlines (loan documents to title 3 days before closing) while maintaining multiple assignments/projects. Handle all payment scenario requests. Accurately pre-approve all borrowers and supplement the pre-approval letter with any pertinent documents (i.e., Pre-Approval Addendum, completed All About You form, etc.). Rush pre-approval requests when necessary. Provide a courtesy phone call to the referring Realtor within 24 hours of issuance, ensuring they fully understand any important details of the pre-approval. Communicate effectively to all respective Realtor partners with updates as needed. Accurately onboard all newly received contracts for Rate Lock consultation. Expeditiously submit and disclose the loan application to remain TRID compliant. Provide outstanding Borrower Tuesday Updates, Pre-Closing, and Funding Calls (if applicable). Ensure 95% of all loans close on time with a mandatory daily gauge check to address choke points. Attend weekly pipeline calls to handle 95% of all loan problems before escalating to the LO and ensure all required time-to-task objectives are met. Provide excellent customer service both internally and externally. Available to work varying hours and overtime if needed. Qualifications and Skills: High School Diploma or equivalent. Minimum 5 years' current conventional fixed and ARM, HELOC and construction mortgage loan processing or origination experience. State and Federal NMLS License preferred. Experience in Mortgage Loan Processing. Experience with RESPA and mortgage and consumer lending regulations and loan documents, preferred. Working knowledge of all major investors' guidelines. Experience with Encompass. Excellent written and verbal communication skills. Excellent communication and collaboration skills. Skill in utilizing text messaging platforms effectively. Excellent prioritization skills to meet established deadlines and KPIs. Skill in analyzing cash, credit and income to ensure accurate pre-approval. Proficient in DU, LP, Microsoft Office & Windows and ability to adapt to new technologies. 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: $27.00 - $30.00 This position is bonus plan eligible. 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 ***************************

Job Description We are seeking a top notch Mortgage Loan Processor to join a thriving financial services company. This is a 100% remote position! This person will be responsible for reviewing loan applications, ensuring all necessary documents are included and approving or denying the loans. The ideal candidate will have 2+ years of experience, FHA, VA, USDA, Conventional or Jumbo experience, and strong organizational skills. Encompass experience is preferred but not required. This company offers a high base, strong bonuses per loans and great benefits! Apply now for consideration! Responsibilities for Loan Processor Evaluate credit worthiness by processing loan applications and documentation within specified limits Determine all applicable ratios and metrics and set up debt payment plans Interview applicants to determine financial eligibility and feasibility of granting loans Review active loan files each day to determine if any documents are missing or what can be done to help the process along Identify and recommend products that meets the customer's needs and the organization's lending guidelines Communicate with clients either to request or to provide information Utilize professional judgement to determine which potential borrowers represent good risk opportunities for the organization Operate in compliance with laws and regulations and adhere to lending compliance guidelines Qualifications for Loan Processor Exceptional communication and customer service skills 3+ years' experience in the consumer loan industry Current registration under the National Mortgage Licensing System and Registry Strong attention to detail Familiarity with computers and banking applications/software Ability to work in a goal-oriented environment Demonstrable customer satisfaction orientation and sales competencies record Deep knowledge of direct/indirect lending products and practices Excellent analytical and mathematical skills Must have FHA, VA, USDA, Conventional or Jumbo experience Encompass experience highly preferred

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.

Wealthfront is seeking a mortgage loan processor to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilities Reviews loan file and gathers any items needed for final loan approval Liaison between all operational and sales departments in the transaction Orders supporting documentation Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation Prioritizes daily workload to ensure a delightful client experience Excellent client communication skills Communicates with third party vendors throughout the loan process to finalize the application Ensures adherence to investor and regulatory guidelines Proactively maintain loan pipeline, tasks and objectives Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work. Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA. Deep understanding of mortgage loan products and underwriting guidelines. Self-driven with the ability to work independently and collaboratively. Excellent organizational skills, able to set and meet deadlines in a high paced environment. Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization. Intellectually curious and interested in applying technology to enhance business processes. Prior experience in retail mortgage loan processing Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years of retail mortgage processing experience Mortgage Loan Originator License preferred; Company will sponsor for the right candidate Knowledge of Conventional Conforming and Jumbo guidelines Understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $55,000 - 62,000 USD plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

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.

Join our dynamic team as a Loan Operations Commercial Loan Closer (CLC) and play a pivotal role in the commercial lending process. You'll collaborate with Commercial Relationship Managers (CRM) and Loan Officer Assistants (LOA) to oversee the closing process for all new, renewed, and modified C&I and CRE loans. As a key communicator, you'll interact with various partners to ensure a smooth and timely loan closing process. This role offers the opportunity to work independently and handle a variety of tasks to ensure all approval conditions and due diligence items are met for loan document preparation and processing. Position is available in Brentwood and Columbia, TN What You'll Do * Review and Identify: Analyze approved credit requests to pinpoint required pre-close conditions and due diligence needs. * Due Diligence: Order and review essential due diligence items such as Title Commitments, UCC searches, Flood determinations, Proof of insurance, Surveys, Entity documents, Real estate appraisals, Environmental Assessments, Good Standing Certificates, and Beneficial Ownership. * Monitor and Confirm: Ensure all due diligence items are received and reviewed for accurate loan document creation and lien perfection. * Document Preparation: Submit loan details to the internal Doc Prep team for closing documentation. * Legal Coordination: Engage with approved attorneys to prepare and/or close loan documents. * Scheduling: Coordinate closing dates and times with all relevant parties, including attorneys, title companies, customers, CRM, and LOA. * Accuracy Check: Review draft closing documents and settlement statements for accuracy, ensuring they align with loan approval. * Clear to Close: Provide final approval for closing once all conditions and due diligence requirements are satisfied. * Document Review: Verify executed documents for complete and accurate signatures, then forward to Loan Servicing for booking. * Documentation Management: Ensure all supporting documentation is properly loaded to CreditLens and/or submitted for imaging. * Initial Disbursement: Assist with initial loan disbursement at closing, acting as the second required signature. * Customer Service: Deliver exceptional service to internal and external clients with urgency and a positive attitude. Requirements For Success * 5+ years in the financial services industry, with a preference for commercial loan experience * Strong interpersonal, verbal, and written communication skills. * Proficiency with MS Office Suite (Outlook, Word, Excel, SharePoint). * Knowledge of federal and state banking regulations. * Excellent customer service skills. * Attention to detail. * Strong problem-solving and critical thinking abilities. * Organizational and time management skills to balance multiple priorities and meet deadlines. * Commitment to compliance training and continuous learning. * Preferred Skills: * College degree in business or paralegal certification. Conditions of Employment * Conditions of Employment: * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position * FLSA status: Non-exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Pay Range USD $42,061.00 - USD $64,465.00 /Yr.

Full-time Description A Mortgage Loan Closer will prepare the closing package in accordance with product type, investor guidelines, and state and federal guidelines. The Loan Closer will perform a quality control and data integrity review for compliance, completeness and accuracy. The Loan Closer will function as the liaison between the Operations Department (processors, insurance) and the Legal Department (title companies). Once the loan has been Cleared-To-Close, the Loan Closer will coordinate with the Legal Department (title company) to facilitate the loan's closing. Responsibilities Comprehensive knowledge of TILA/RESPA fee tolerance comparison and change of Circumstances. Review the closing documents for completeness and accuracy. Thorough proficiency of Closing and Legal documents: CD, disclosure documents such as LE and Right of Rescission. Review loans accurately, complete all data input into Loan Origination System. Update and ensure all the fees and costs are accurately calculated. Problem solving, identify and resolve problems in a timely manner. Perform preliminary reviews of Title reports. Liaise with Borrower and Bank Attorneys to clear title issues. Adhere to established quality and service standards (ex. Review and prepare closing documents within established turn times). Other duties as assigned. Requirements Skills/Experience/Education High School Diploma or equivalent education and experience. 3-5 years relevant banking experience. Strong mathematical skills, excellent interpersonal, organizational and time management skills. Ability to work independently, maintain confidentiality, problem solve, supervise a team. Excellent customer service, written and oral communication skills. Essential Mental & Physical Requirements Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to read and interpret a document if required to perform the essential job functions. Prolonged periods of sitting at a desk and working on a computer may be required. Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company.

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.

JobID: 210679636 JobSchedule: Full time JobShift: Day : 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.

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform complex data and document validation. - Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Handle more complex calls, emails, or chat sessions. - Complete appraisal eligibility tasks. - Evaluate loan applications for compliance with product guidelines. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Proficiency in Microsoft Office. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. 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: 141859 ### Place of Work On-site ### Requisition ID 141859 ### Application Email ****************************

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.

Who is Quorum At Quorum Federal Credit Union, we are a cutting-edge credit union that operates as a technology company, delivering innovative financial solutions to our members. As a remote organization, we thrive on collaboration and recognize outstanding performance. We are the ideal workplace for self-motivated individuals who are committed to organizational success and eager to join a dynamic team of professionals. We stand out as a best-in-class employer, offering a unique and supportive work environment that fosters personal and professional growth. Our culture is built on valuing teamwork, recognizing achievements, and providing the tools and resources needed to excel. If you are looking for a place where you can make a meaningful impact, enjoy a flexible and fulfilling work experience, and be part of a forward-thinking team, Quorum Federal Credit Union is the perfect fit for you. Summary The Mortgage Loan Closer (Temporary) is responsible for closing all first and second mortgages, working closely with the Loan Officers and Processors from final approval through post-closing of the mortgage loan. This position requires strong communication and time management skills, as well as strict attention to detail. Key Job Responsibilities and Accountabilities 1. Closes first and second mortgage applications in accordance with secondary market/Credit Union guidelines and ensures loan documentation complies with Federal, State, and local rules and regulations. 2. Works with the lending team to maintain archiving of mortgage files. 3. Facilitates mortgage loan closing; this includes but is not limited to reviewing loan file, preparing closing instructions, reviewing settlement statements, issuing final closing documents, and confirming closing successfully occurred by obtaining signed document copies. 4. Funds mortgage loan ensuring all rules and regulations are followed. In addition, ensures all internal wire controls are followed and necessary notification is provided to Finance. 5. Boards mortgage loan to third party sub-servicer, ensuring all required data and documents are transmitted accurately, timely and successfully - understanding the downstream impact of errors in this process (to the borrower, Finance, Loan Sales, and more). 6. Monitors closing pipeline to identify areas that require intervention in order to expedite the mortgage process and takes action accordingly. 7. Inputs and updates data into loan origination systems and assures adequate file integrity. Generates and/or ensures timely generation of all required documentation and closing disclosures. 8. Submits mortgage loans through Desktop Underwriter and reviews the automated underwriting conditions to ensure loan still meets original approval eligibility. 9. Interacts with assigned Loan Officer, Processor and Underwriter to resolve any file discrepancies in order to ensure timeliness of closing, compliance, and loan delivery for committed loans. 10. Maintains a high level of customer service by being proactive in communication with members, vendors, attorneys, relocation agents, title company representatives and staff members in order to ensure proficient closing of all loans and a positive experience for borrowers and referral partners. 11. Works with outside vendors and service providers to facilitate the loan process. 12. Supports Mortgage Operations area as necessary, including overflow support for Loan Submission and Loan Processing. 13. Identifies process improvements to automate and/or streamline operations and maintain adequate controls. 14. Promotes and maintains a positive work atmosphere by communicating in a manner consistent with professional standards to work effectively with members, co-workers, management, partners and vendors. 15. Keeps abreast of industry developments including, but not limited to changes in regulations and technology. 16. Ensures adherence to company policies and procedures and Banking/Credit Union Regulations. 17. Performs additional duties as required. Job Requirements, Competencies, and Skills 1. Bachelor's degree in finance, business administration or other business-related degree preferred; will consider experience in lieu of degree. 2. A minimum of three years related experience in mortgage loan closing, including comprehensive knowledge of TRID and non-QM regulations, is required. 3. Knowledge of the mortgage process from origination to post closing. 4. Detailed knowledge of secondary market guidelines and regulations. 5. Excellent problem-solving, organizational, analytical, verbal and written communication skills. 6. Strong decision making ability and attention to detail, as well as excellent time management skills with the ability to manage multiple projects/duties. 7. Results driven, service oriented, self-motivated and able to work independently. 8. Trustworthy with the ability to maintain highest level of integrity and trust. 9. Proficiency in Microsoft Office, specifically Word, Excel and PowerPoint. In addition, demonstrated understanding of and experience with Encompass is highly preferred. Environmental / Physical / Mental Requirements · Stable internet connection with speeds high enough for video conferencing and screen sharing · Smartphone with current iOS/Android OS · Prolonged periods sitting at a workstation and working on a computer · Ability to communicate with coworkers and customers via email, chat, teleconference, and/or phone **PLEASE NOTE** We are not able to consider candidates for this role who reside in Montana, Nebraska, Rhode Island, or Puerto Rico Hourly Range: $27.40 to $29.80 per hour. Individual wage will vary based on skills and experience. This is a temporary, contract (up to 6 months), non-employee role and is not eligible for Quorum health, retirement, or discretionary incentive benefits. Conversion to full-time employment is not guaranteed. Compliance/legal requirements · Quorum is an Equal Employment Opportunity employer. Qualified applicants will be considered for employment without regard to race, color, religion, gender, sexual orientation, national origin, age, marital status, protected veteran status, or disability status.  · Quorum will make reasonable accommodations in compliance with the Americans with Disabilities Act of 1990. Reasonable accommodations are available upon request for applicants and/or employees with qualifying disabilities throughout the application and employment process. · Qualified Applicants with arrest or conviction records will be considered for employment in accordance with all applicable federal, state, city and local laws, rules, and regulations. This in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employee(s) will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. The company reserves the sole right and discretion to make changes to this job description. Each employee is required to uphold the Credit Union's compliance with all policies, procedures, and required regulations including the Bank Secrecy Act and our Anti-Money Laundering policy. This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship. #LI-Remote

Full-time Description The ideal candidate will be able to work in Willmar, MN or our Sioux Falls, SD office. Will consider a remote work arrangement. Entry level starting wage range is $19 - $23/hr, negotiable with experience. Responsible for a variety of duties and tasks relating to servicing of loans. This is an operations position that also includes contact with the customer. Primary Duties & Responsibilities (90%): Board a variety of new loans to the system and fund proceeds to respective GL's Set up automatic payments, ACH and overdraft protection Pay PMI, taxes, insurance as needed. Releasing collateral upon repayment etc. Credit reporting and dispute resolution, Year-end Tax Reporting Loan Control Balancing and other GL Reconciliations Monitoring daily loan transactions & exceptions using various IQ reports Timely and accurate responses to customer and employee questions and requests Monthly SBA payment reporting and FSA/USDA semi-annual balance reporting Servicing of participated and purchased loans Assist tellers/RM's with loan payment applications Correspond with sub-servicer when customer issues arise Subservicing branch payments and new loan wires Gather documents for audits as requested Set up and monitor ticklers Provide payoff statements Assist SAT with coding and tracking of troubled loans and 1099 C Preparation MLA and SCRA determinations, coding and tracking Secondary Duties & Responsibilities (10%): Employee Owners help Heritage be successful in any way possible, never saying, “That's not my job.” Participates in all required BSA training and demonstrates knowledge of BSA relative to job responsibilities. Responsible for security as it applies to this position. Responsible for compliance with laws and regulations applicable to this position. Responsible for performing professional and accurate service. Performs other tasks, as assigned. Bank Standards: Mission - Helping People Succeed Financially Ethics - We always do the right thing at work and in our personal lives. Solution - We bring solutions to challenges and are always looking for ways to be better. Ownership - We are accountable in our roles and accept responsibility for our mistakes. Positivity - We bring positive energy and enthusiasm to everything we do. Disclaimer: The statements contained in this describe the general nature and level of work being performed by the person accepting this role. “Secondary Duties and Responsibilities” are considered incidental or secondary to the overall purpose of the job. This job description does not state or imply the only duties and responsibilities assigned to this job. Employees holding this job will be required to perform any other job-related duties requested by management. All job requirements are subject to possible modification to reasonably accommodate individuals with a disability. Requirements Education: 2-year degree in related field Working knowledge of mortgage loan documentation terminology and methodology Experience: Requires education, expertise, and competence to complete the assignment in accordance with Federal Regulations. Intermediate knowledge of title policies and related loan regulations such as RESPA, HMDA, and other bank lending policies CSI Core experience a plus

About CFBank: We are a fast-growing, high-achieving organization that thrives on winning. We are proud to be ranked nationally in the top 10 Banks within our asset size peer group based on financial performance. If you are seeking a place where you can have enhanced visibility, add more value, and you thrive in a dynamic and growth-focused environment, you belong at CFBank. We are agile, we work with integrity, and we hustle. For over 130 years we've been serving our communities and over the past decade have become a top performer, successfully growing our business and attracting some of the best talent out there. We are a commercial bank that offers a boutique banking experience for personal banking clients. Our unique business model offers direct access to decision-makers, great technology, great products, and competitive pricing that position our teams to go into the market and win business. About the role: The Commercial Loan Closer facilitates the loan closing process while providing a high quality of customer service while complying with Bank Policy and Federal Regulations. What you'll do: Review and structure complex commercial, commercial real estate, and construction loan documentation, including letters of credit and supporting documentation, to ensure that all loan documents are: * Complete and accurate * In compliance with federal regulations, compliant with terms and conditions as approved by the appropriate lending body * In adherence to CFBank policies prior to the disbursement of loan proceeds * Identify, report funding exceptions appropriately * Post-review of attorney-prepared loan documentation, including the supporting documentation * Post-closing follow-up for recorded documentation, tickler set up etc. * Identifying and reporting loan closing and documentation issues * Maintain a close working relationship with credit regarding loan structure and financial and covenant requirements * Provide outstanding customer service and display a positive attitude at all times. * Adhere to all regulations, policies, and record-keeping requirements. Complete all required training related to bank regulations and policies. * Accept other responsibilities and projects as requested to add value for CFBank. Education and Experience * Minimum of 3 years of banking experience, primarily in commercial loan document preparation and review experience. * Minimum of 1-year complex commercial loan document review experience preferred. * Minimum of 2 years LaserPro experience preferred. * Strong working knowledge of complex commercial loan documentation, including trusts and various loan agreements, letters of credit, and entity documents. * Able to work with various software programs (i.e.: FIS/Horizon, Word, Excel, LaserPro, exception tracking systems, etc.). What We Offer: * Excellent Benefits Package: Top benefits include dependent coverage, generous PTO, Federal Holidays, and Paid Parental Leave for those who qualify for eligibility. * Professional development opportunities including educational/training opportunities * "Accelerated" 401k Plan and Employee Match of 50% of the first 8% deferred, available your first full month of employment with a 3-year vesting * Employee Banking Promos and Direct Deposit of payroll to CFBank Account (over 90% of our employees bank with us!) * Employee Assistance Program with a wide range of free resources such as estate planning and mental wellness resources * One of the most collaborative environments you'll find, with a team of hard-working mutually invested professionals who are excited about shared success

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

Town and Country Bank is seeking an experienced Mortgage Loan Processor to ensure timely and accurate packaging of all mortgage loan files while providing a high level of customer service. This position may be worked out of one of our branch locations in Illinois or can be remote. ABOUT US: At Town and Country our mission is to empower the financial well-being of our communities, one person at a time. The culture at Town and Country is built on our shared core values - Teamwork, Achievement, Passion and Positive Thinking. Teamwork means we work together to achieve a common purpose. Achievement means we are results-oriented and achieve success by reaching and exceeding our goals. Positive thinking means we exhibit a positive attitude and strive to maintain an upbeat and fun work environment. Passion means we love what we do and understand the importance of our role in relation to the direction and purpose of the organization. We hire, review, reward, and recognize our teammates based on these characteristics, so it's important that you share these values in order to be part of our team. ESSENTIAL FUNCTIONS AND DUTIES: · Ensures that applications are processed in a timely and accurate manner. · Analyzes, verifies and completely develops applicant information to support the underwriting and approval process. · Generates loan documents using computer software and ensures that all necessary loan disclosures are provided to customers. · Maintains follow-up on all required documents for loan closings. · Engages with sales staff regularly to meet customer needs. · Examines overall loan documentation to determine applicant's qualifications for approval review. · Reviews Automated Underwriting System Findings (multiple systems used in secondary marketing) to ensure that all requirements have been satisfied prior to loan approval. · Monitors and reports any deficiencies in loan documentation as required by the pre-closing quality control checklist to ensure continued relationships with all applicable investors. QUALIFICATIONS: · Minimum one year experience in mortgage lending processing. · Knowledge of FHA, VA, USDA, state and federal lending regulations required. · Excellent verbal and written communication skills. · Strong knowledge of computers, imaging systems and software programs including Microsoft Word and Excel. · Exceptional attention to detail, organization and time management skills. EDUCATION: · Associate's degree in related field or equivalent experience.

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 Commercial Loan Closing Specialist, coordinates the daily administrative function of the Business Services department. In this role, the Commercial Loan Closing Specialist is responsible for loan documentation, administration of loan files, procuring third party work, and conducting pre-close quality control for all business loans including but not limited to commercial real estate, commercial & industrial, lines of credit, and government guaranteed loans. The Commercial Loan Closing Specialist shall also be responsible for business member services, escalated issues and correspondence. Additional responsibilities may include attending community events as a representative of the business service team supporting the department's lending officer and department head. Responsibilities: Workflow Management: * Responsible for assigned loan files from approval through closing. * Coordinate due diligence with all third-party professionals. * Facilitate Greeting Meetings with Loan Officer. * Create and review loan documentation for accuracy and completeness. * Ensure all approval conditions are satisfied. * Ensure loan file documents are stacked in proper order. Due Diligence Responsibilities: * Order title search/commitment. * Order appraisals. * Order environmental reports. * Communicate with legal counsel. * Allocate fees and costs correctly. * Verify wires, while following all applicable policies. Document Preparation: * Create documents using LaserPro, in accordance with Telhio's Credit policy and SBA SOP. * Documents may include full loan packages, changes in terms, and other miscellaneous servicing requests. * Create checklists to accompany each closing package. Quality Control: * Complete pre-closing QC checklist for self or other members of the team. * Ensure all Sageworks tasks are completed * Verify all documentation is filed appropriately in Sageworks and in J drive. * Performs other duties as assigned * Complies with all policies and standards Qualifications: * High School Diploma or equivalent Required * Bachelor's Degree Business Administration, Finance or Accounting Preferred * 1-3 years Commercial Loan Processing Required * 1-3 years Commercial Post Closing experience Required * 1-3 years Experience with Sageworks / Abrigo Commercial Loan System Preferred * Knowledge of SBA Standard Operations Procedures Knowledge SBA Loan Policy and Products (Low proficiency) * Ability to read and understand bank, financial statement and tax return documents (Medium proficiency) * Decision making skills (Medium proficiency) 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

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