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  • Loan Originator Assistant | Remote

    Cardinal Financial 4.5company rating

    Remote loan expediter job

    Who We Are: Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees-to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered "good enough" Looking to join a growing company that values its people, innovates, and expands on its proprietary technology? Apply below! Who We Need: The Loan Originator Assistant (LOA) works alongside a designated Loan Originator or Production Team in a sales environment to provide support to Customers, Loan Originators, Production Leaders, and Operations partners. This position is responsible for providing mortgage assistance such as out-bound calls to clients, income calculation, and other miscellaneous administrative deadline-based tasks. The LOA assists Mortgage Loan Originators with managing their pipelines while providing superior customer service by maintaining consistent communication with clients and assisting them through specific workflows. What You Will Do: * Reviews loan application, supporting documentation, and credit authorization. * Keeps current understanding of all loan program guidelines, pricing, policies and procedures. * Documents all client conversations in loan origination software with timely follow up in CRM. * Provides daily/weekly status of files in progress to Loan Originator/Production Team or Leadership as well as the Client. * Communicates status updates and appropriately escalates issues and opportunities to meet the needs of clients and homeowners. * Assists clients with the utilization of the Origination system (Octane). * Collect and submit/file vendor validations from borrowers. * Maintains a positive working relationship with internal departments and external contacts. * Processes borrower documents in an accurate and timely manner following proper internal protocol and procedures. * Performs specific tasks assigned by Loan Originator or Production Leader. * Communicates and partners closely with Operations to ensure a smooth and accurate loan process. * Schedules new leads and appointments and calls with clients as needed. * Responds to client's questions and concerns in a timely manner in accordance with team/department SLA expectations. * Performs a variety of research and administrative duties in support of the Loan Originator/Production Team. * Ensures loan Turn Time requirements are achieved. What You Need: * High school diploma or GED is required. * 1-3 Years experience in Customer Service/Customer-Facing role is preferred. * 0-2 Years experience working within the Mortgage Industry is preferred. * Basic understanding of financial documents i.e. assets, income, and credit is preferred. * Ability to effectively manage multiple demands and competing priorities. * Ability to adapt well to change, take direction, and comprehend training. * Fast-paced individual with exceptional analytical and computer skills. * Demonstrated ability to thrive in a multi-faceted, fast paced, ever changing environment. * Detail oriented with excellent verbal and written communication skills. * Demonstrated organizational skills. * Ability to work closely within a team structure. * Working knowledge of Microsoft Suite, specifically Word and Excel. * Working knowledge of Encompass software system a plus. * Ability to execute and interpret AUS, evaluate findings, and work accordingly. What We Offer: * Strength, Stability, and Vision * Great compensation package * Opportunity for career growth * A commitment to be a relevant market leader - we are aiming for the top! * Octane, our engineered proprietary technology that is transforming the mortgage industry * An empowered culture where your ideas are important and your voice matters * Full Benefits, beginning the first day of the month following your start date, including - Medical, Dental, Vision, Life, Disability Insurance, and much more * Generous paid time off package that also includes all major holidays * 401K w/ 50% match - Beginning the 1st of the month following 30 days of employment Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. California residents click here to review Cardinal's California Employee Privacy Policy & Notice at Collection. The expected base salary for this position ranges from thirty three thousand dollars to fifty two thousand dollars, determined based on the applicant's experience, skillset, education, training, certificates, and licenses.
    $37k-44k yearly est. 31d ago
  • Commercial Loan Operations Assistant (LOA)

    United Community Bank 4.5company rating

    Remote loan expediter job

    Are you ready to make a significant impact in the Commercial Lending process? United Community is in search of a motificated and detail-oriented Commercial LOA to join our team. In this role, you will collaborate with Commercial Relationship Managers (CRMs) and Commercial Loan Cloers to support both new and existing customers, ensuring a seamless credit facilitation process. What You'll Do * Provide sales and admnistrative support to CRMs and other partners * Assist in loan production by collecting, ordering, and tracking necessary information for risk assessment and underwriting * Prepare written communications on behalf of CRMs, such as commitment letters, term sheets, and thank you notes * Monitor reporting and identify necessary actions for maturities, auto-renew letters of credit, insurance, and real estate taxes * Provide exceptional services and respond to internal and external customer requests * Collaborate with CRMs, Commercial Loan Closers, Underwriters, Doc Prep, and/or outside counsel on loan closings Requirements For Success * Minimum of 2 years of experience in credit operations, loan servicing, or customer support within the financial services industry * Strong interpersonal skills with clear and professional verbal and written communmication skills * Solid understanding of federal and state banking regulations and compliance standards * Exceptional attention to detail and analytical thinking with a proactive approach to problem solving * Ability to manage multiple priorities independently while maintaining accurancy and meeting deadlines * PREFERRED: Hands-on experience with commercial loan documentation, processing, or servicing 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 Ready to take your career to the next level? Apply now and become a vital part of our team! 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 $34,102.00 - USD $49,382.00 /Yr.
    $34.1k-49.4k yearly 21d ago
  • Loan Asst*

    American Pacific Mortgage 4.8company rating

    Remote loan expediter job

    Job Title: Licensed Loan Officer Assistant Department: Production Reports to: Branch Manager FLSA Status: Non-Exempt Prepared By:Human Resources Management Approval: VP of HR Salary: $20.00 - $25.00 per hour with ability to make 50 BPS per file bonus ***** THIS IS A PART TIME REMOTE POSITION***** Summary: American Pacific Mortgage is seeking a Licensed Loan Officer Assistant to provide administrative and customer service support to our Loan Officers while maintaining and enhancing client relationships. This role is ideal for someone who thrives in a fast-paced, customer-focused environment and has a passion for the mortgage industry. The Loan Officer Assistant/Relationship Manager will play a critical role in ensuring a seamless loan process by assisting with loan applications, managing communications, and supporting the loan officer's efforts to meet clients' needs throughout the loan lifecycle. Essential Duties & Responsibilities: Loan Application and Processing Support: Assist with Loan Origination: Provide administrative support to Loan Officers by gathering necessary documents, inputting data into loan origination systems, and preparing loan applications. Ensure all client documentation (pay stubs, tax returns, bank statements, etc.) is accurate and complete for timely submission to underwriting. Review loan applications for completeness, verifying that all necessary paperwork is collected before submission to underwriting. Communication and Follow-Up: Maintain regular communication with clients, agents, and third-party vendors (such as appraisers, title companies, etc.) to provide updates on the status of loan applications. Follow up on outstanding documentation, ensuring all requested items are submitted promptly and accurately. Provide clear and timely updates to clients about the loan process, answer questions, and ensure a positive experience. Coordination of Loan Processing: Assist the loan officer in managing the pipeline of loan applications, ensuring that loans move smoothly from initial application to final approval and closing. Collaborate with underwriters and processors to ensure that all conditions are met before submitting the loan for final approval. Review and help manage conditions, follow up on loan status, and assist with final document preparation. Customer Service and Relationship Management: Client Relationship Building: Build and maintain strong, positive relationships with clients, real estate agents, and other partners. Serve as the point of contact for clients throughout the loan process, ensuring they feel informed, supported, and confident in their loan journey. Handle client inquiries, resolve any concerns, and proactively ensure a smooth and positive experience. Proactive Client Engagement: Help identify client needs and provide timely solutions to improve the overall client experience. Assist the Loan Officer in maintaining long-term relationships with clients by sending follow-up emails, making calls, and providing reminders about future mortgage needs, such as refinancing opportunities. Help coordinate post-closing follow-ups to ensure client satisfaction and increase repeat business and referrals. Administrative Support: Document Preparation and Management: Prepare loan files, ensuring that they are organized, complete, and in compliance with regulatory requirements. Assist with the preparation of loan disclosures, and other required documents, ensuring timely and accurate delivery to clients. Maintain accurate and up-to-date client records in the loan management system, ensuring compliance with privacy and regulatory guidelines. Scheduling and Coordination: Schedule meetings, phone calls, and client appointments for the Loan Officer. Coordinate and manage loan officer's calendar to ensure maximum efficiency. Ensure the Loan Officer is prepared for client meetings with all necessary information and documents. Marketing and Business Development: Support Business Development Efforts: Assist in the creation of marketing materials, social media posts, and email campaigns to attract new clients and partners. Help manage and track leads from real estate agents, builders, and other referral sources, and maintain a system to track referral relationships. Support the Loan Officer with marketing events, webinars, and client appreciation activities to build business relationships and generate new loan opportunities. Brand Representation: Represent the Loan Officer and American Pacific Mortgage with professionalism and integrity at all times. Participate in local events, client meetings, and networking opportunities to enhance visibility in the market. Compliance and Industry Knowledge: Compliance Adherence: Ensure all client interactions, loan processing tasks, and document submissions comply with applicable federal, state, and local regulations. Stay up-to-date with changes in mortgage industry regulations and standards and assist in ensuring compliance with these changes. Product Knowledge: Stay informed on available mortgage products, interest rates, and industry trends to effectively communicate options to clients and provide guidance. Assist clients in understanding mortgage options and recommend the best solutions for their needs. Supervisory Responsibilities: None Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Competencies: To perform the job successfully, an individual should demonstrate the following competencies: Problem Solving - Superior analytical, evaluative, and problem-solving. Identifies and resolve problems promptly; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. Detail Oriented - Keen attention to detail Interpersonal Skills - Proven leadership ability. Ability to set and manage priorities judiciously Maintains confidentiality; keeps emotions under control. Oral Communication - Ability to present ideas in business-friendly and user-friendly language. Speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; participates in meetings. Written Communication - Writes clearly and informatively; edits work for spelling and grammar; presents numerical data effectively; able to read and interpret written information. Teamwork - Ability to motivate in a team-oriented, collaborative environment. Contributes to building a positive team spirit. Attendance/Punctuality - Is consistently at work and on time, ensures work responsibilities are covered when absent. Dependability - Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; complete tasks on time or notifies appropriate person with an alternate plan. Initiative - Exceptionally self-motivated and directed. Volunteers readily; undertakes self-development activities; seeks increased responsibilities. Innovation - Displays original thinking and creativity; generates suggestions for improving work. Education & Experience: 2+ years of experience in the mortgage or real estate industry is preferred. Experience in customer service or relationship management is a plus. Strong administrative and organizational skills, with experience supporting loan officers or other financial professionals. Technical Skills: Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Experience with loan origination software (e.g., Encompass, Calyx, or similar systems) is a plus. Familiarity with mortgage regulations and documentation is preferred. Licensing: Mortgage Loan Originator (MLO) license or the ability to obtain it is required. Skills: Industry Specific Skills: Ability to establish and maintain effective accounting systems and procedures. Ability to analyze large volumes of data related to complex processes, and visually present the results in a clear and concise manner. Language Skills: Ability to read and interpret documents and writes routine correspondence. Ability to speak effectively with customers/vendors or other employees. Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. Reasoning Ability: Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situation. Computer Skills: Advanced proficiency in Excel. Attention to details in the accuracy and presentation of reports. Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit, use hands to finger, handle, or feel and talk or hear. The employee is occasionally required to walk and stoop. Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level and temperature in the work environment is usually moderate. This does not promise or imply that the functions listed are the only duties to be performed or that the position may not change or be eliminated. The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this position description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
    $20-25 hourly Auto-Apply 60d+ ago
  • Loan Origination Specialist IV

    JPMC

    Loan expediter 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 Experienced in mentoring junior team members, fostering their development and enhancing team capabilities through guidance and support. Utilize market product knowledge to align lending services with industry trends and client needs, ensuring relevance and competitiveness. Skilled in managing change initiatives to adapt lending services to evolving market conditions and technologies, demonstrating flexibility and strategic insight. Drive continuous improvement and process automation to optimize lending workflows and efficiency, leveraging innovative approaches to enhance operations. Familiar with strategic planning in loan origination, applying this capability to navigate complex scenarios and achieve organizational objectives.
    $29k-61k yearly est. Auto-Apply 42d ago
  • Loan Origination Specialist IV

    Jpmorgan Chase 4.8company rating

    Loan expediter 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** + 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. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
    $74k-120k yearly est. 39d ago
  • Mortgage Loan Assistant - Loan Partner

    Hiring Genie

    Remote loan expediter job

    Job Brief: We are looking for an inspired, ethical, and committed mortgage professional to join our top-producing team. We are looking for a Unicorn who has a talented mix of guideline knowledge, processing abilities, and sales skills, and will act as the "right arm" to our Loan Officer. This can be a remote position allowing you to work from home. This role will work directly with their borrowers to provide a seamless and expeditious mortgage process along with white-glove customer service. This position will be from the “contact to contract” phase of the loan. This support will allow our Loan Officers to spend the majority of their days originating more loans into the pipeline. The Assistant/Loan Partner will help the Loan Officer in the preparation of documents for processing. Our processor will take the loan from “contract to close” and stay in touch with all interested parties. The Assistant/Loan Partner can focus on lead conversion and creating a “wow” experience for each client. This position requires the knowledge to analyze customer credit, review income, and asset documents, and structure a loan. If you find the mortgage industry and helping clients attain the home of their dreams as interesting as we do, and you are a detail-oriented professional who is passionate about great customer service, we want you to join our dynamic and fast-growing team. The selected qualified Mortgage Assistant/Loan Partner must have 2+ years of continuous mortgage experience. This is your opportunity to join a hyper-successful team where you can grow your career and earn a significant financial income. Responsibilities: Your mission, should you choose to accept it: Establish relationships with referral partners and borrowers Facilitate the completion of loan applications (digital/phone/in-person) Help gather and prepare all documents needed for underwriting requirements Structure loan files based on specified parameters (running DU/LP, sending closing cost worksheets, etc) Quote rates (when necessary) Be the main point of contact for borrowers during the "contact to contract" phase of the loan process (Processor handles "contract to close" duties on LIVE files) Submit detailed and accurate application packages directly to underwriting for upfront TBD approvals Current on mortgage loan products (FHA/VA/CONV/USDA) procedures and documentation Create ways to communicate daily with the Loan Officer, Processor, Operations staff, Realtors, etc. while working remotely Put out loan "fires" whenever possible Be a sponge for information/knowledge, always striving to be the best possible at your position Be a leader, helping us improve our processes and procedures to always deliver a world-class experience to our clients and referral partners Skills Required: The following experience and skills are preferred: Must have current working knowledge of mortgage loan products (FHA/VA/CONV/USDA) and knowledge of mortgage procedures, processes, and documentation. Know how to analyze credit reports, income and asset documents, as well as general ways to structure a loan. Knowledge of DU and LP. NMLS licensed (Will need state license). If not licensed must be willing and able to get licensed within 90 days. Minimum 2 years of mortgage experience to serve in a remote role. Preferably with remote experience. Current or previous experience fulfilling the roles of LOA/Loan Partner, Processor, Loan Officer and/or Underwriter. Excellent time management while working remotely from home. Highly motivated and goal-oriented. Exceptional interpersonal and communication skills. Must be detail-oriented, organized and have outstanding follow-up skills.
    $34k-45k yearly est. 60d+ ago
  • Commercial Loan Closing Specialist

    Telhio Credit Union 3.8company rating

    Loan expediter 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. 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 PI69b0b469e949-31181-39095032
    $44k-56k yearly est. 8d ago
  • Loaner Car Coordinator

    Germain Motor Company 4.1company rating

    Loan expediter job in Columbus, OH

    Store Loan Car Coordinator City, State At Germain, our mission is to attract, develop and retain exceptional people to deliver an outstanding experience that creates loyalty beyond reason, one customer at a time. As a Loaner Car Coordinator, you are responsible for managing the loaner car fleet at the dealership. This role requires excellent organizational skills and the ability to coordinate between customers and service advisors. Responsibilities: Manage loaner car reservations and availability Ensure loaner cars are maintained and cleaned regularly Coordinate loaner car pick-ups and returns with customers Track mileage and fuel levels of loaner cars Requirements: Excellent communication skills Attention to detail Ability to multitask and prioritize Valid driver's license Germain Offers: Comprehensive Coverage & Health, Dental and Vision Insurance 401(k) Savings Plan with Employer Match Paid Vacation/Company Holidays Competitive Wage Plans Ongoing Professional Development and Internal Promotions Company Outings and Activities Employee Discounts Whether you're an industry veteran or looking to begin your career in the exciting, fast-paced world of automotive retail, we'll provide you with the tools, training, and opportunities to help you succeed. For immediate consideration, visit us at GermainCareers.com . We are an equal opportunity employer and prohibit discrimination/harassment 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.
    $33k-45k yearly est. Auto-Apply 54d ago
  • Home Loan Specialist II

    Solomonedwards 4.5company rating

    Loan expediter job in Columbus, OH

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist 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 ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Construction Loan Specialist (REMOTE)

    Member First Mortgage 3.8company rating

    Remote loan expediter job

    Member First Mortgage is seeking a Construction Loan Specialist for our growing Servicing Department! If you thrive in a fast-paced environment, are motivated by building relationships through exceptional customer service, and get excited at the thought of learning something new each day, then this may be the opportunity you have been waiting for and an excellent chance to join our award-winning team recognized as a Best and Brightest company to work for in the nation! In this role, you will be responsible for completing a variety of construction loan, HELOC (Home Equity Line of Credit), and other assigned servicing tasks in accordance with department policy and established timeframes. You'll ensure all draw requests, inspections, and documentation are processed accurately and efficiently while maintaining clear communication with members and credit unions. Founded on the credit union philosophy of 'People Helping People', we have become the trusted full-service mortgage provider to over 200 credit unions across the U.S. This philosophy, along with our core values of honesty and integrity, make careers with Member First Mortgage dynamic and rewarding through our friendly and family-oriented culture that is dedicated to the growth and success of our employees. Benefits We Offer: Generous and competitive healthcare packages Employer paid short-term and long-term disability Employer paid Life Insurance 100% Employer Paid Vision 401K Plan with match 20 days PTO - no waiting periods! Fun and collaborative team environment Qualifications Responsibilities: Review, approve, and disburse construction loan draw requests in accordance with budgets and established policies. Verify that all draws align with the approved construction budget and any amendments. Order and track inspections, title endorsements, lien waivers, and certificates of occupancy to ensure timely completion. Provide excellent customer service by responding to member inquiries regarding construction loans, payments, and account updates. Address member complaints or concerns promptly and escalate when necessary. Complete and process requests for Subordination Agreements and Partial Releases. Perform duties related to HELOC servicing, including monitoring draws, producing manual monthly statements, and maintaining open communication with members and credit unions. Serve as a secondary backup for the Escrow Call Queue, responding to member calls, emails, and voicemails in a timely manner. Perform other duties as assigned to support department operations and service excellence. Experience: Three (3) to five (5) years of similar or related experience in mortgage servicing, construction loan administration, or financial services. Education: High school diploma or GED required. Qualifications: Strong understanding of the mortgage servicing industry, especially construction loan processes Excellent analytical, problem-solving, and research skills Strong relationship-building and customer service abilities Clear and professional verbal and written communication skills Ability to organize, prioritize, and manage multiple tasks in a fast-paced environment Physical Requirements: While performing the duties of this job, the employee is regularly required to sit, stand, and walk. The employee must occasionally lift and/or move up to 10 pounds. The employee is frequently required to spend extended hours in front of a computer screen, manual hand and finger coordination to operate a keyboard and other input devices, to speak in and listen carefully on the telephone. Work Environment: While performing the duties of this job, the employee regularly works in a remote office setting. If you are looking for a company that is dedicated to your success and is ethically motivated to provide exceptional member service, we encourage you to apply!
    $38k-48k yearly est. 33d ago
  • Student Loan Coaching Specialist

    Candidly

    Remote loan expediter 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 13d ago
  • Loan Boarding Specialist-Collateral

    City National Bank 4.9company rating

    Remote loan expediter job

    WHAT IS THE OPPORTUNITY? This position is responsible for the review and analysis of loan boarding packages for commercial and consumer loans and booking collateral to the Collateral Management System. Acts as liaison with Closing Department to resolve collateral matters pre and post boarding. This position will handle moderate to complex collateral issues and will work independently with minimal guidance from Supervisor or Assistant Supervisor. WHAT WILL YOU DO? * Performs collateral reviews and identifies exceptions * Ensures that Demands and Reconveyances tracking is in conformity with regulatory/government requirements. * Updates the Collateral Tracking System * Fulfills internal requests for collateral review and document preparation * Responsible for ensuring compliance with assigned Bank policies and procedures relating to collateral perfection and monitoring. * Processes, solves and answers simple to complex collateral related issues. * Responsible for data integrity of Collateral Management System. * Maintains a proficient knowledge of applicable banking and RESPA rules and regulations. * Manage Special Projects independently. * Maintain a proactive, committed approach to such programs as Customer first, Community Reinvestment Act (CRA) and Equal Employment Opportunity. WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * Minimum 3 years of experience working in documentation or a bank servicing department * Minimum 3 years of experience in analyzing loan documents and credit approval documents. * Minimum 2 years of experience with MS Office Suite *Additional Qualifications* * Knowledge of terminology and documents, related to the perfection and retention of collateral (e.g. real estate, Security Agreement and UCC filings, etc.). * Must be able to process and handle large volumes ensuring quick turnaround * Familiarity with the CFPB, RESPA and Article 9 * Education: Associates Degree or higher. * Strong Microsoft Office suite knowledge, * Strong math/accounting, data analysis and business writing skills * Strong research and analytical skills * Ability to quickly adapt to and become proficient in disparate loan processing systems * Candidate for this position must be able to analyze commercial and consumer notes and credit memorandum. Candidates must have a strong documentation and collateral background *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.
    $24.5-36.7 hourly 60d+ ago
  • Consumer Direct Loan Specialist - Columbus, OH, Flint or Detroit, MI

    Huntington 4.4company rating

    Loan expediter job in Columbus, OH

    As a Consumer Direct Loan Originator, you're more than just a financial resource for our existing customers; you're their partner in creating a brighter future. Huntington has an extremely loyal customer base, a reputable standing in the community and far-reaching brand awareness. You'll be working in a fast-paced and exciting professional corporate environment selling Consumer Lending and Financial products while providing sound financial advice based on a full understanding of the needs of our customers. In addition, you'll work cooperatively with other channels throughout the organization as you sell or refer the full spectrum of banking products and services Huntington has to offer. We are looking for candidates with the natural ability to self-monitor, stay on task, execute and follow a structured regimen with little supervision. We encourage employee performance and reward outstanding talent with lucrative incentives. Those interested must be confident yet humble, driven yet teachable and have the ability to build good client and team relationships. Duties & Responsibilities: Focuses on consumer lending and broadening existing customer relationships through phone sales and referrals of all Huntington products and services. Places outbound calls through a variety of lead sources; discovers needs of customer; explains the features and benefits of financial products and services; recommends financial solutions to customer; originates Huntington products and services. Uncover additional needs and make sales referrals to various channels of the bank. Averages 60+ contact attempts daily through our leads management system. Demonstrates high energy, initiative and driven to meet department and production goals. Maintains up to date knowledge of products, services, technology and regulations. Interacts closely with Retail and/or product partners to meet customer needs. Understands sales tracking/pipeline management. Inputs accurate and thorough loan applications. Partners on the strategic vision of the department. Performs other duties as assigned. NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required. Basic Qualifications: High School Diploma required Minimum 2 years Financial Sales Experience required Preferred Qualifications: Retail banking sales or consumer loan origination experience highly preferred Related financial product experience beneficial College or evidence of advanced education considered a plus Outbound phone sales experience preferred Must possess excellent oral and written communication skills Must have a disciplined approach to time management Ability to work autonomously, yet as a team when needed and be a fit for the culture Ability to interact with all levels of the organization Receptive to coaching and adjusting behaviors as needed #LI-NA1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $89k-118k yearly est. Auto-Apply 36d ago
  • Commercial Loan Boarding Specialist

    First Merchants Bank 4.5company rating

    Loan expediter job in Columbus, OH

    Job Description First Merchants Bank is seeking a Commercial Loan Boarding Specialist to join our team! This position will perform the boarding of commercial and commercial real estate loans to the core system. Tasks are to be performed in a timely manner as deemed critical in accordance with Regulatory requirements and departmental procedures. To be successful in this position, one must provide quality customer service through accurate and efficient processing and be willing to learn multiple tasks as needed. Essential Duties and Responsibilities: Validate and interpret complex commercial loan documentation in order to determine loan boarding requirements. Determine any new or renewal loans that require priority boarding. Communicate and follow up with lending staff on any loans with Pre-Boarding issues. Accurately input required fields for new and renewal loans into the Core system (FIS Horizon). Input information for Impaired Loans into the system. Process and balance on-line loan related transactions. Assist with set up of loan exception items. Assist with quality and post audit reviews. In order to be successful in this position, we require the following: High school diploma or equivalent (GED). A minimum of one (1) year of commercial loan boarding, commercial documentation, or related commercial experience. The following would be a plus: Prior commercial loan boarding experience, including attorney prepared and participated loans Experience with FIS Horizon System and OnBase System Proficiency in Microsoft Office First Merchants offers the following: Base Pay PLUS Bonuses Medical, Dental and Vision Insurance 401k Health Savings and Flexible Spending Accounts Vacation/Sick Time Paid Holidays Paid Parental Leave Tuition Reimbursement Additional Benefits A little about us: First Merchants is guided by a genuine philosophy of being a meaningful place to work and having a prosperous impact across all walks of life throughout the communities we serve, including consumers, businesses and other organizations. Our Vision, Mission and Team statement reflect and reinforce that authentic service philosophy. Our Vision is: To enhance the financial wellness of the diverse communities we serve. Our Mission is: To be the most responsive, knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a collection of dynamic colleagues with diverse experiences and perspectives who share a passion for positively impacting lives. We are genuinely committed to attracting and engaging teammates of diverse backgrounds. We believe in the power of inclusion and belonging." Apply today to begin your career with us!
    $30k-34k yearly est. 20d ago
  • CRE Loan Coordinator

    UMB Bank 4.6company rating

    Loan expediter job in Columbus, OH

    **_Are you ready to be part of something more?_** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect _more heart_ . You'll be valued for exactly who you are and encouraged to support causes you care about. Expect _more trust_ . We want you to do the right thing, no matter what. And, expect _more opportunity_ . UMBers are known for having multiple careers here and having their voices heard. With UMB Loan Administration; the REG (Real Estate Group) Commercial Loan Closing Coordinator associates focus their work toward non-owner occupied commercial real estate loans to ensure all closing requirements are gathered, reviewed and processed for loan closings. These associates are the determining factor on whether a commercial loan can close so customers can start their business endeavors. The REG Commercial Loan Closing Coordinator role takes on loans of all sizes, structures and complexities. These associates are solution-based problem solvers who aid our lenders, attorneys, customers and internal partners to ensure we are providing the unparalleled customer experience to customers and clients who are acquiring our loans. The fast-paced environment with unpredictable scenarios keeps our associates flexible and adaptable to changes to meet our overall business needs. Our REG Commercial Loan Closing Coordinator associates are motivated to be self-driven and enjoy the challenge of learning new skills while controlling the progression of their career. **_How you'll spend your time:_** + You will be responsible for reviewing loan approvals, working directly with our outside counsel and communicating to lenders and customers on items needed to work towards closing. You will also work directly with other internal business partners, syndicated/participating banks and title companies to coordinate loan closings. + While in this high-profile position, you will be responsible for ensuring loans are closing per Loan Policy, Underwriting Guidelines and compliance regulations. + You will use problem solving skills to provide solutions to lenders, attorneys and internal partners to see the loan across the finish line. + You will need strong communication and time management skills to ensure the loan is on track for closing and all parties involved are on the same page. + Tasks would include, but are not limited to, title commitment ordering and review, flood determination review, environmental report ordering and review, UCC search ordering and review, review of organizational documents and review of loan documentation for both internal documentation and attorney prepared documentation and work with loan accounting teams to see that loans are funded/disbursed and booked in accordance with closing requirements. **_We're excited to talk with you if:_** + If you have five years of Commercial Real Estate loan Coordinating experience + You demonstrate understanding of Article 9 + If you have a high school diploma or equivalent. **Compensation Range:** $51,480.00 - $99,330.00 _The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_ UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary. **Are you ready to be part of something more?** You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. _UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ _*************************_ _to let us know the nature of your request._ _If you are a California resident, please visit our_ Privacy Notice for California Job Candidates (*********************************************************************************************************************************** _to understand how we collect and use your personal information when you apply for employment with UMB._ **_Who we are_** We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision (****************************************************************************************************** Check out the road to a career at UMB
    $30k-36k yearly est. 12d ago
  • Loan Origination Specialist IV

    Jpmorganchase 4.8company rating

    Loan expediter 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 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.
    $74k-120k yearly est. Auto-Apply 42d ago
  • Home Loan Specialist I

    Solomonedwards 4.5company rating

    Loan expediter job in Columbus, OH

    About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise Job Ref: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************
    $20-24 hourly Easy Apply 60d+ ago
  • Commercial Loan Operations Assistant (LOA)

    United Community Bank 4.5company rating

    Remote loan expediter job

    Are you ready to make a significant impact in the Commercial Lending process? United Community is in search of a motificated and detail-oriented Commercial LOA to join our team. In this role, you will collaborate with Commercial Relationship Managers (CRMs) and Commercial Loan Cloers to support both new and existing customers, ensuring a seamless credit facilitation process. What You'll Do * Provide sales and admnistrative support to CRMs and other partners * Assist in loan production by collecting, ordering, and tracking necessary information for risk assessment and underwriting * Prepare written communications on behalf of CRMs, such as commitment letters, term sheets, and thank you notes * Monitor reporting and identify necessary actions for maturities, auto-renew letters of credit, insurance, and real estate taxes * Provide exceptional services and respond to internal and external customer requests * Collaborate with CRMs, Commercial Loan Closers, Underwriters, Doc Prep, and/or outside counsel on loan closings Requirements For Success * Minimum of 2 years of experience in credit operations, loan servicing, or customer support within the financial services industry * Strong interpersonal skills with clear and professional verbal and written communmication skills * Solid understanding of federal and state banking regulations and compliance standards * Exceptional attention to detail and analytical thinking with a proactive approach to problem solving * Ability to manage multiple priorities independently while maintaining accurancy and meeting deadlines * PREFERRED: Hands-on experience with commercial loan documentation, processing, or servicing 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 Ready to take your career to the next level? Apply now and become a vital part of our team! 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 $34,102.00 - USD $49,382.00 /Yr.
    $34.1k-49.4k yearly 1d ago
  • Commercial Loan Closing Specialist

    Telhio Credit Union 3.8company rating

    Loan expediter 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 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
    $44k-56k yearly est. 15d ago
  • Consumer Direct Loan Specialist - Columbus, OH, Covington, KY, or Flint, MI

    Huntington 4.4company rating

    Loan expediter job in Columbus, OH

    The Consumer Direct Loan Specialist performs outbound sales calls to explore customers' financial needs with a focus on building and broadening existing customer or business relationships using multiple Huntington products. Duties & Responsibilities: Explains the features and benefits of alternate financial solutions and makes sales referrals to specialized areas. Makes sales referrals to specialized areas, e.g., Insurance and Mortgage, using available tools and technology. Demonstrates initiative, discipline and ability to consistently meet specific efficiency targets and production goals. Maintains up to date knowledge of products, services, technology and regulations. Complies fully with quality and risk standards. May take on short-term inbound call support or additional outbound calling projects as needed. Adheres to a disciplined approach to making Outbound calls that meet productivity standards Understands sales tracking/pipeline management Engaged in purposeful conversation to review equity options that meet the customer needs Inputs accurate and thorough loan applications Adheres to Quality/Risk/Policies & Procedures/Learning and Updates/System Performer other duties as assigned NOTE: This position is considered to be a Mortgage Loan Originator under the SAFE Act and Loan Originator under the Truth in Lending Act. Registration and additional qualifications required. Basic Qualifications: At least 1 year of previous sales experience High school diploma or equivalent Preferred Qualifications: Financial phone sales experience in the consumer lending and/or mortgage fields or business banking; related financial products and/or fields Bachelor's Degree #LI-NA1 Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $89k-118k yearly est. Auto-Apply 23d ago

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