The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives.
Advise customers about the consequences, risks, and benefits of alternative lending solutions.
Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
Work as a team with all internal partners to support and grow our customers.
Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank.
Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc).
Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
2-5 years relevant experience.
3+ years previous mortgage sales experience required.
Residential Mortgage experience required.
Established book of business.
Proven product sales capability is required.
FHA/VA & conventional loan experience is preferred.
The ability to comprehend and explain financial calculations and pricing alternatives.
The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
Demonstrated customer service skills.
Strong relationship development and management skills.
Expertise of general lending products and overall mortgage industry.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities.
Education
Bachelor's/University degree or equivalent experience.
Benefits
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Aug 14, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
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$38k-53k yearly est. 1d ago
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CRA Mortgage Loan Specialist - Community Lending
Fifth Third 4.6
Loan officer job in San Francisco, CA
A national banking institution in San Francisco seeks a CRA Loan Specialist to manage the origination of residential mortgage loans. This role involves developing CRA prospects and conducting homebuyer-training seminars. The ideal candidate should possess strong organizational and customer service skills and knowledge of lending guidelines. It offers a competitive incentive-based compensation structure and comprehensive benefits for employees.
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$90k-129k yearly est. 4d ago
Chief Commercial Officer
Rezolute 3.7
Loan officer job in Redwood City, CA
Rezolute is a late-stage rare disease company focused on significantly improving outcomes for individuals with hypoglycemia caused by hyperinsulinism (HI). Our antibody therapy, RZ358 (ersodetug), is designed to treat all forms of HI and has shown substantial benefit in clinical trials and real-world use for the treatment of congenital hyperinsulinism (cHI) and tumor hyperinsulinism (tHI). We are planning to announce topline results for a Phase 3 study for cHI in December 2025 and a Phase 3 study for tHI will commence in Q3 2025 with anticipated topline results in 2H 2026.
Reporting to the Chief Executive Officer, the CCO will work closely with the CEO and other members of the leadership team to shape and execute the company's strategy and priorities for growth. This is an exceptional opportunity to play a key role on the management team, including leading the commercial activities globally with an anticipated launch for ersodetug in 2027.
Responsibilities
Rezolute is seeking an experienced CCO capable of providing leadership, direction and vision with the aptitude to drive commercial growth and excellence. The CCO will be responsible for all commercial operations as well as the go-to-market strategy for product launches and commercialization while managing all aspects of the commercial team. The CCO must be a dynamic leader who will be tasked with establishing and overseeing the successful direction, planning and execution of company policies, objectives, initiatives and deliverables. Additional responsibilities include:
Driving prelaunch plans and the go-to-market strategy, ensuring alignment to support the growth plan and revenue targets as well as collaboration across the enterprise to ensure successful product commercialization.
Defining and implementing the commercial strategy, including working with other members of the leadership team to identify challenges, opportunities, and action plans to ensure the achievement of commercial objectives.
Supporting the CEO and the rest of the leadership team in the development and execution of a corporate strategic plan.
Formulating Rezolute's strategic direction in collaboration with the leadership team including identifying opportunities for growth, market expansion, and competitive advantage.
Setting clear commercial goals and objectives that are aligned with the company's vision.
Remaining informed about market trends, industry developments, and competitive landscape.
Conducting market research and analysis to identify opportunities for business growth and recommend potential modifications to Rezolute's strategy accordingly.
Capturing market facts/dynamics and reports to support KOL and patient engagement as well as competitive readiness.
Leading and further developing the commercial team including creating a world class commercial organization.
Qualifications
The CCO is expected to have strong commercial, marketing and business development expertise, combined with the ability to succeed at a strategic, tactical and operational level, with excellent global experience and cultural sensitivity. The CCO must have outstanding internal and external communication skills and an inclusive pro-active approach.
Bachelor's degree in business administration, Marketing, Finance, or a related field. Master's in Business Administration (MBA) is preferred with a minimum of 15 years of experience in global executive roles in the biopharmaceutical industry, ideally leading commercial and business development go-to-market teams.
Extensive knowledge of drug development generally and commercial execution specifically. Experience in rare, ultra rare and orphan disease therapies is required, including recent experience in leading successful rare disease product launches.
Rezolute (RZLT) currently anticipates the base salary for the Chief Commercial Officer role could range from $380,000 to $450,000 and will depend, in part, on the successful candidate's geographical location and their qualifications for the role, including education and experience. This position will also be eligible for an annual performance bonus in accordance with the terms of the applicable plan (depending, in part, on company and individual performance and at the Company's discretion on an individual basis). The compensation described above is subject to change and could be higher or lower than the range described based on current market survey data and the qualifications, education, experience and geographical location of the selected candidate. Rezolute offers competitive compensation, stock options and a rich benefits package.
Qualifying employees are eligible to participate in benefit programs such as:
Health Insurance (Medical / Dental / Vision)
Disability, Life & Long-Term Care Insurance
Holiday Pay
Tracking Free Vacation Program
401(k) Plan Match
Educational Assistance Benefit
Fitness Center Reimbursement
We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class.
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$44k-59k yearly est. 2d ago
Sr. Loan Originator
Wealthfront 4.6
Loan officer job in San Francisco, CA
Wealthfront is seeking a licensed mortgage loan originator 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. Responsibilties
Support and educate clients as they work through the intake process and finalize their loan closing
Ensure all initial application data and documents are accurate and complete before submitting to Processing
Act as primary point of contact and set clear client expectations on timelines and requirements
Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
Mastery of all loan types available
Manages leads with intricate profiles including complex self-employment and asset structures
Proactively structures loans to meet program requirements before submission to processing
Identifies friction points during the process and proposes solutions to Management
Ensure that all loans originate in full compliance with federal and state regulations
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 wholesale and/or correspondent channels
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
Mortgage Loan Originator License
4+ years of experience
Strong knowledge of Conventional Conforming and Jumbo guidelines
Solid understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $70,000 - $88,000 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.
$70k-88k yearly Auto-Apply 60d+ ago
External Mortgage Loan Officer
JBA International 4.1
Loan officer job in Sonoma, CA
ESSENTIAL FUNCTIONS:
External Loan Originations/Pipeline Management
• Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service. • Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals. • Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union's Members and increase residential lending volume. • Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union's mortgage portfolio requirement. • Determine and ethically consult as to options that serve the best interest of all applicants. • Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed. • From a Member service perspective, the External LoanOfficer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s). • The External LoanOfficer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions. • Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made. • Consult with Members on at least a weekly basis regarding the status of their loan. • Actively pursue cross sell opportunities and offer those that will benefit each individual Member. • Develop and utilize pipeline management system with loan processor to ensure rate lock management and high quality member service. • Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate. • Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity. • Represent RCU in a courteous and professional manner at all times. • Provide exceptional service to all Members, volunteers, employees and service providers. • Will travel to various locations to originate loans and sales.
Member Support & Special Projects
• Instruct at homebuyer or other types of seminars, as needed. • Discuss loan products and services at special events such as home shows. • Recognize and propose changes in the workflow to maintain maximum efficiency. • Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed. • Perform special projects and other duties as assigned. • Recommend and implement new products and services that will benefit the membership of RCU. Will cover the Sonoma County area.
$36k-53k yearly est. 60d+ ago
Loan Originator NE - Sacramento, CA
Primelending 4.4
Loan officer job in Sacramento, CA
Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers.
High school diploma or equivalent and appropriate licenses as required by state.
Valid driver's license and current automobile liability insurance.
A minimum of 12 months loan originator experience required.
Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc.
Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written.
Ability to quickly assess and process large amounts of data and use of appropriate AU software technology.
Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts.
Continue to expand knowledge of issues influencing the industry and the organization.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances.
Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required.
Markets and promotes PrimeLending's financial products;
Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set.
Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers.
Collects and analyzes information regarding the customer's income, assets, investments or debts.
Advises the customer regarding the advantages and disadvantages of different loan products.
Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information.
Oversees the loan process by monitoring loan status and ensures conformity with terms.
Communicates loan status to all interested parties, and obtains loan documentation after closing.
Presents terms and conditions of loans with customers.
Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages.
Maintains a professional image and adheres to standards consistent with company policies and procedures.
May supervise and direct the activities of other loanofficer(s), loanofficer assistant(s), or loan processor(s).
Other duties as assigned.
$34k-49k yearly est. Auto-Apply 60d+ ago
Smart Home Consultant
ADT Security Services, Inc. 4.9
Loan officer job in Concord, CA
JobID: 3018968 JobSchedule: Full time JobShift: : As a Smart Home Consultant, you will be a sales solutions expert and a brand ambassador for ADT's 6 million customers. As the key point of contact for home automation clients, you will answer inquiries, provide technical advice, and demonstrate how to use new products and services. Additionally, in this role, you will install and activate security and Smart Home products while upselling solutions that best meet the needs of ADT's residential customers.
A day in the life of a Smart Home Consultant looks like this:
* Build relationships between new customers and the ADT brand and product portfolio
* Complete in-home consultation and assessment
* Perform installation and activation of equipment - including home security camera, security hardware, and IoT and smart home devices
* Complete customer onboarding and education of key products and services
* You will work in a dynamic, collaborative environment, working closely with customers and coworkers
* This role involves providing solutions by visiting customers at their homes or businesses
Training Program:
ADT offers a comprehensive paid training program for this role regardless of experience. Our team is enthusiastic about developing you into a best-in-class Smart Home Consultant.
Job Requirements
* High School diploma or the equivalent
* Valid driver's license
When you commit to ADT -we commit to you. Our employees receive a comprehensive, full benefits package that includes:
* Comprehensive paid training program
* Full benefits on the 1st of the month after 31 days of employment
* Health = Medical & Prescription, Dental, Vision, Health Savings & Flex Spending
* Future = 401(k) with employer matching
* Life = Paid vacation time
* Company vehicle provided
* Base salary plus the potential to earn unlimited commissions and ability to earn additional pay for completing jobs and exceeding quality standards
* Tuition reimbursement
* Employee Referral bonuses - when you refer a friend or family members
This role offers:
* Hourly pay: $19.55
* Earning potential: Average of $105,000 annually with uncapped upsell commissions, job completion pay, quality bonuses, and referral incentives
Training:
* Paid an additional $320 per week (on top of hourly pay) during the three-week onboarding program
* Includes New Technician Training, Field Safety Training, and Peer-to-Peer Training
* Company vehicle provided for work use
Benefits:
* Medical, dental, and vision coverage
* 401(k) with company match
* Tuition reimbursement
* Short- and long-term disability, life insurance, and well-being benefits
* Paid time off
$28k-37k yearly est. Auto-Apply 4d ago
Loan Specialist
Regional Finance 4.1
Loan officer job in Concord, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$23-26 hourly Auto-Apply 39d ago
Mortgage Loan Processor
1St. United Credit Union 4.1
Loan officer job in Pleasanton, CA
Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas.
The Mortgage Loan Processor manages a pipeline of mortgage loan files from application through closing, ensuring accuracy, compliance, and timely completion. This role reviews and verifies borrower documentation, resolves title and documentation issues, coordinates with all parties involved, and maintains clear communication to support a smooth loan process and exceptional member experience. What you'll do:
Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting
Manage an assigned pipeline of 25-40 loans on a daily and weekly basis
Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met
Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances
Communicate with all parties involved in the transaction to keep them informed of file status
Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures
Communicate with various companies to obtain Hazard Insurance, Flood Certificate, Title Commitment, Appraisal and payoff information
What you'll bring:
Five years to eight years of mortgage loan experience
Working knowledge of RESPA regulations and general mortgage and consumer lending regulations (including but not limited to Regulation Z and Regulation B)
strong math and analytical skills and prioritization and time management
Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period.
Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location.
1st United Credit Union is an Equal Opportunity Employer
$40k-49k yearly est. 60d+ ago
Home Loan Specialist II
Solomonedwards 4.5
Loan officer job in Sacramento, CA
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:
Moorpark, CA
Pasadena, CA
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 $20-26.
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: 141860
### Place of Work
On-site
### Requisition ID
141860
### Application Email
****************************
$20-26 hourly Easy Apply 60d+ ago
Dealer Services Ops - Processing - Indirect Loan Processor I
Golden 1 Credit Union 4.3
Loan officer job in Sacramento, CA
JOB TITLE: Indirect Loan Processor I DEPARTMENT: Dealer Services Ops REPORTS TO: MGR - DLR SVCS OPS STATUS: Non-Exempt GRADE: 15H PAY SCALE: $21.01 - $23.00 Hourly GENERAL DESCRIPTION: Receives, reviews, audits and disburses loan applications through the Credit Union Direct Lending program to maintain quality of program, ensure accuracy of loan information, and provide member and dealership satisfaction.
TASKS, DUTIES, FUNCTIONS:
Receive and audit appropriate paperwork sent from the vehicle dealerships. Research and identify missing information and communicate discrepancies with dealership personnel. Perform verifications on application data to ensure accuracy prior to funding.
Ability to identify red flags in loan documentation in order to avoid potential fraud.
Determine whether loan warrants disbursal as per Golden 1 established guidelines.
Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy and anti-money laundering laws appropriate to the position.
Fund appropriate monies to dealerships with the appropriate administrative fee.
Assist department staff with gathering information and preparation of reports.
Communicate and interact with department management and staff to provide information on loan status.
Help in other areas within Lending as assigned.
PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS:
Prolonged sitting throughout the workday performing the job.
Normal vision range required to read loan documents to determine status.
Effective oral and written communication skill required to interact with dealerships, staff, and members to perform constructive follow-up.
QUALIFICATIONS:
EDUCATION: Successful completion of High School curriculum is required.
EXPERIENCE: One year in a lending position performing contract review is desired. Appropriate related experience is acceptable.
KNOWLEDGE/SKILLS: Clerical skills, telephone skills, credit reporting equipment, electronic banking equipment, ten key, facsimile machine skills, and personal computer filing skills. Close attention to details.
PHYSICAL REQUIREMENTS:
Prolonged sitting throughout the workday.
Corrected vision in the normal range.
Must possess sufficient manual dexterity to skillfully operate an on- line computer terminal and other standard office equipment, including a typewriter, if needed, calculator, personal computer, facsimile machine, and telephone.
LICENSES/CERTIFICATIONS: None
Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
THIS PROVIDES AN OVERVIEW OF THE GENERAL SCOPE AND LEVEL OF WORK EXPECTED TO BE PERFORMED, BUT IT IS NOT AN EXHAUSTIVE LIST OF ALL DUTIES OR RESPONSIBILITIES ASSOCIATED WITH THE POSITION. THE CREDIT UNION RESERVES THE RIGHT TO MODIFY, ADD, OR REMOVE DUTIES AS NEEDED WITHOUT ADVANCE NOTICE. EMPLOYEES MAY BE REQUIRED TO PERFORM ADDITIONAL TASKS AND DUTIES AS DIRECTED BY THEIR SUPERVISOR, PROVIDED SUCH TASKS ARE WITHIN THE EMPLOYEE'S KNOWLEDGE, SKILLS, AND ABILITIES, OR CAN BE PERFORMED WITH REASONABLE TRAINING. NOTHING IN THIS JOB DESCRIPTION ALTERS THE AT-WILL EMPLOYMENT RELATIONSHIP OR LIMITS THE CREDIT UNION'S RIGHT TO ASSIGN OR REASSIGN DUTIES AND RESPONSIBILITIES TO THIS POSITION AT ANY TIME.
REV. 1/9/2026
$21-23 hourly 2d ago
New Home Consultant
Lennar Corp 4.5
Loan officer job in Tracy, CA
We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States.
A Career that Empowers You to Build Your Future
The New Home Consultant at Lennar is responsible for managing the new home purchase process from initial customer contact to closing, aiming to create a "tickled, delighted and happy" customer. This includes daily operations at Welcome Home Centers, processing sale agreements, and closing sales in line with company business plans.
* A career with purpose.
* A career built on making dreams come true.
* A career built on building zero defect homes, cost management, and adherence to schedules.
Your Role on the Team
* Engage and establish relationships with visitors to understand their home buying needs, utilizing the company's selling philosophy.
* Self-generate sales leads through community engagement, realtor partnerships, and proactive prospecting.
* Develop comprehensive knowledge of the competitive market, including products, community features, and demographics.
* Provide consistent follow-through with customers from initial contact to post-closing, maintaining accurate communication records.
* Participate in sales meetings, neighborhood promotions, and marketing programs.
* Ensure the maintenance of Welcome Home Center models and inventory homes.
* Complete required training and participate in community events and phone banks.
Your Toolbox
* High school diploma or equivalent; college degree and real estate license preferred.
* 1-2 years of experience in homebuilding or real estate sales preferred.
* Valid driver's license and reliable transportation.
* Strong communication, organizational, and customer service skills.
* Proficiency in Microsoft Office and ability to use sales tracking tools.
* Self-motivated with a positive attitude and strong work ethic.
Physical & Office/Site Presence Requirements:
Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. This is primarily an active position, involving office/phone work and walking in all weather conditions, and uneven surfaces, to and within homesites in the community. Must have a valid state driver's license in order to take customers throughout the neighborhood and community, visit realtor offices, and to various other meetings in the process of self-generating sales. Finger dexterity is required to operate computer keyboard and telephone equipment. Must be able to lift and carry supplies and materials up to 25 pounds.
General Overview of Compensation & Benefits:
We reasonably expect the base compensation offered for this position to range from an hourly rate $23 - $23.08 an hour, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
* This position may be eligible for bonuses.
* This position may be eligible for commissions.
* This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
* This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.
#CB-SALES
#LI-CA3
* This information is intended to be a general overview and may be modified by the company due to factors affecting the business.
General Overview of Compensation & Benefits:
* This position may be eligible for bonuses.
* This position may be eligible for commissions.
* This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
* This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.
Life at Lennar
At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.
Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
$23-23.1 hourly Auto-Apply 7d ago
Loan Processor Utility - Charge Off Support
Westamerica Ban 3.6
Loan officer job in Fairfield, CA
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must.
Provide support for banks Consumer and Commercial Loan Adjustment Departments
Proficient with MS Access, Excel & Word
Answer phone calls/emails from Officers regarding charge off related items
Applying payments to each bank correct General Ledger Accounts
Processing Charge-offs (C/O) and Recoveries within deadline
Processing special C/O requests: Contra Reversal, OREO
Prepare Projection Report for distribution to LAD Manager as assigned
Verification of Lien Release, Reconveyance, UCC Termination, Assignment of Life Insurance requests
Prepare & distribute Storage Labels for both LAD offices, data input to corresponding database
Prepare & Pay Repo Invoices
Liaison between internal/external auditors
Research information within bank systems and files
Daily balancing to specific GL's
Preparing Fee Worksheets and Transfers
Scanning
Month end Board Reports, OREO certifications
Monthly Balance Offs
Notary, is a plus
Requirements
Solid computer skills with experience working with different system applications including Microsoft Word and Excel.
Comfort and confidence in working directly with senior banking staff.
Excellent verbal and written communication including spelling and grammar.
PC and typing proficiency, organizational and analytical skills.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
Salary Description $16.50 - $20.77
$35k-42k yearly est. 60d+ ago
Loan Originator
Wealthfront 4.6
Loan officer job in San Francisco, CA
Wealthfront is seeking a licensed mortgage loan originator 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. Responsibilties
Support and educate clients as they work through the intake process and finalize their loan closing
Ensure all initial application data and documents are accurate and complete before submitting to Processing
Act as primary point of contact and set clear client expectations on timelines and requirements
Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation
Ensure that all loans originate in full compliance with federal and state regulations
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 wholesale and/or correspondent channels
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
Mortgage Loan Originator License
2+ years of experience
Strong knowledge of Conventional Conforming and Jumbo guidelines
Solid understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 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.
$56k-70k yearly Auto-Apply 60d+ ago
Loan Officer
JBA International 4.1
Loan officer job in Sacramento, CA
Responsibilities Essential Job Functions:
Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services.
Coordination: Uses judgment and discretion to ensure uninterrupted flow of business.
Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between customer and Company's internal departments to ensure cohesive business flow.
Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines.
Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges. Must devote substantially more than 50 percent of working hours
outside
of any Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing.
Responsibilities:
Verifies, compiles, and inputs application information for mortgage loans.
Discuss and advise the client of their home loan options.
Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment.
Informs supervisor of discrepancies in title or survey.
Performs other related duties as assigned.
Current, valid NMLS license or appointment in good standing.
Qualifications
Must have applicable state licensing.
Two to five years' experience are preferred.
Must also meet one of the following 3 options:
Actively funding more than 2 loans/month, or
Xinnix Training completion for Loan Origination required, or
Origination mentor assigned to new LoanOfficer by branch who funds more than 2 loans/month (see PRMG LoanOfficer Mentor Agreement).
Skills:
Ability to make sound judgments on the resolution of service, credit decision, funding, and post-close issues.
Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative.
Ability to handle detailed assignments and maintain confidentiality.
Excellent communication and interpersonal skills.
Organizational skills necessary to prioritize workload and delegate responsibility.
Travel:
May be required.
$36k-52k yearly est. 60d+ ago
Home Loan Specialist II
Solomonedwards 4.5
Loan officer job in Sacramento, CA
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
Loan Processor Utility - Charge Off Support
Westamerica Bank 3.6
Loan officer job in Suisun City, CA
Job DescriptionDescription:
Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee.
Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must.
Provide support for banks Consumer and Commercial Loan Adjustment Departments
Proficient with MS Access, Excel & Word
Answer phone calls/emails from Officers regarding charge off related items
Applying payments to each bank correct General Ledger Accounts
Processing Charge-offs (C/O) and Recoveries within deadline
Processing special C/O requests: Contra Reversal, OREO
Prepare Projection Report for distribution to LAD Manager as assigned
Verification of Lien Release, Reconveyance, UCC Termination, Assignment of Life Insurance requests
Prepare & distribute Storage Labels for both LAD offices, data input to corresponding database
Prepare & Pay Repo Invoices
Liaison between internal/external auditors
Research information within bank systems and files
Daily balancing to specific GL's
Preparing Fee Worksheets and Transfers
Scanning
Month end Board Reports, OREO certifications
Monthly Balance Offs
Notary, is a plus
Requirements:
Solid computer skills with experience working with different system applications including Microsoft Word and Excel.
Comfort and confidence in working directly with senior banking staff.
Excellent verbal and written communication including spelling and grammar.
PC and typing proficiency, organizational and analytical skills.
EOE
Westamerica Bank's Privacy Policy may be found at: *********************************
$35k-42k yearly est. 21d ago
New Home Consultant
Lennar Corp 4.5
Loan officer job in Galt, CA
We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States.
A Career that Empowers You to Build Your Future
The New Home Consultant at Lennar is responsible for managing the new home purchase process from initial customer contact to closing, aiming to create a "tickled, delighted and happy" customer. This includes daily operations at Welcome Home Centers, processing sale agreements, and closing sales in line with company business plans.
* A career with purpose.
* A career built on making dreams come true.
* A career built on building zero defect homes, cost management, and adherence to schedules.
Your Role on the Team
* Engage and establish relationships with visitors to understand their home buying needs, utilizing the company's selling philosophy.
* Self-generate sales leads through community engagement, realtor partnerships, and proactive prospecting.
* Develop comprehensive knowledge of the competitive market, including products, community features, and demographics.
* Provide consistent follow-through with customers from initial contact to post-closing, maintaining accurate communication records.
* Participate in sales meetings, neighborhood promotions, and marketing programs.
* Ensure the maintenance of Welcome Home Center models and inventory homes.
* Complete required training and participate in community events and phone banks.
Your Toolbox
* High school diploma or equivalent; college degree and real estate license preferred.
* 1-2 years of experience in homebuilding or real estate sales preferred.
* Valid driver's license and reliable transportation.
* Strong communication, organizational, and customer service skills.
* Proficiency in Microsoft Office and ability to use sales tracking tools.
* Self-motivated with a positive attitude and strong work ethic.
Physical & Office/Site Presence Requirements:
Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. This is primarily an active position, involving office/phone work and walking in all weather conditions, and uneven surfaces, to and within homesites in the community. Must have a valid state driver's license in order to take customers throughout the neighborhood and community, visit realtor offices, and to various other meetings in the process of self-generating sales. Finger dexterity is required to operate computer keyboard and telephone equipment. Must be able to lift and carry supplies and materials up to 25 pounds.
General Overview of Compensation & Benefits:
We reasonably expect the base compensation offered for this position to range from an hourly rate of $17.31 - $17, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations.
* This position may be eligible for bonuses.
* This position may be eligible for commissions.
* This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
* This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.
#CB-SALES
#LI-CA3
* This information is intended to be a general overview and may be modified by the company due to factors affecting the business.
General Overview of Compensation & Benefits:
* This position may be eligible for bonuses.
* This position may be eligible for commissions.
* This position will be eligible for the described benefits listed in the above section in accordance with Company Policy.
* This information is intended to be a general overview and may be modified by the Company due to factors affecting the business.
Life at Lennar
At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits.
Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities.
Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
$17-17.3 hourly Auto-Apply 32d ago
Loan Originator
JBA International 4.1
Loan officer job in Stockton, CA
Essential job functions Responsible for originating own sales by contacting prospective clients and by developing and maintaining referral sources. Spend over 50% of time away from employer's place of business in performing principal duty of selling loan products
offered by company.
Interviews, takes applications, and processes preliminary documentation on loan requests. Discuses loan alternatives,
credit criteria, interest rates, and loan documentation with customers.
Assesses customer's applications and evaluates products, pricing, and other variables in order to determine which
mortgage products might best serve customer's needs.
Submits, within company designated time frames, all files to operations staff for processing, underwriting, closing, and
funding.
Performs follow-up work to achieve conditional loan approval within established time frames.
Locks in rates and programs for customers when reasonably requested and in a timely manner.
Completes lending operations in accordance with established Company policies and legal requirements.
Assumes responsibility for establishing and maintaining effective and professional business relations with customers,
realtors, building professionals, and referral partners.
Maintains current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements.
FLSA Status: Commission Only
Minimum requirements
High School or GED required.
NMLS MLO License.
Knowledge, Skills and Abilities
Ability to prioritize and multi-task, while working in a fast paced environment.
Exceptionally detailed, focused and motivated professional.
Excellent communication skills.
Pleasant with customers, business partners and colleagues.
Knowledge of automated underwriting systems (DU/LP), HUD and RESPA Regulations.
Comprehensive understanding of legal, compliance and Investor requirements.
$34k-48k yearly est. 60d+ ago
Mortgage Closer
Solomonedwards 4.5
Loan officer job in Sacramento, CA
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved.
Position Locations:
Moorpark, CA
Pasadena, CA
Essential Duties:
- Review and analyze loan data, ensuring accuracy and completeness.
- Prepare and assemble closing documents, including the final closing disclosure and settlement statements.
- Communicate effectively with borrowers, loanofficers, processors, title companies, and other parties involved in the transaction.
- Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate.
- Ensure compliance with all federal, state, and investor loan closing regulations.
- Maintain accurate closing schedules and deadlines.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-26.
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: 141864
### Place of Work
On-site
### Requisition ID
141864
### Application Email
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How much does a loan officer earn in Bay Point, CA?
The average loan officer in Bay Point, CA earns between $31,000 and $71,000 annually. This compares to the national average loan officer range of $30,000 to $69,000.
Average loan officer salary in Bay Point, CA
$47,000
What are the biggest employers of Loan Officers in Bay Point, CA?
The biggest employers of Loan Officers in Bay Point, CA are: