Loan officer jobs in Beaverton, OR

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 loan officer(s), loan officer assistant(s), or loan processor(s). Other duties as assigned.

Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. We are seeking a Branch Relationship Officer at our Downtown Portland Branch in Portland, Oregon . The branch relationship officer is responsible for the profitability, production goal achievement, customer service, and operational excellence of our vibrant Downtown Portland Branch. This position executes sales and business development activities, proactively partnering with a high performing commercial team to support both new and existing deposit relationships, meeting operational objectives, managing employee development and engagement through coaching and performance management. This position also supports and participates in community involvement efforts and events. Base Salary Range $80,168.40 - $94,742.00 - $113,684.00 annual The role at a Glance: Co-leads and supports the sales and service activities in the banking center to ensure that established production goals for deposits, fee income, loan production, and other goals are met. Organizes and directs operational workflow to minimize risk and ensure efficient, effective procedures, practices, staff composition and scheduling. Proactively develops, grows, and retains deposit and loan relationships, both independently and in partnership with commercial relationship managers. Responsible for small business and consumer loan activity. Actively supports business partners with the successful onboarding and ongoing servicing of deposit relationships. Works with staff to proactively meet customer needs in a responsive, efficient manner, across department lines. Develops and maintains professional working relationships with all line of business partners to gain and deepen relationships and meet banking center goals and objectives. Supports commercial partners with sales and relationship expansion activities. Actively refers commercial loans. Provides operational support, onboarding support, client relationship tracking, processing paperwork, and assembling and summarizing information, as requested and/or required. Develops skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management to include the development of sales and service skills as well as the achievement of business goals. Leads, participates, and demonstrates mastery of, work flow demands with proper use of internal technology. Responsible for the accurate and timely completion of certifications, compliance, and reporting requirements. Ensures audit, security, and compliance issues and/or concerns are addressed and resolved in a timely manner. Monitors location security and ensures satisfactory appearance and condition of the banking center. Actively leads and trains staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Opens new accounts in accordance with all account opening compliance requirements and account ownership verification procedures. Minimizes risk by identifying any potential fraudulent transactions. Completes account documentation according to Bank guidelines. Actively participates in commercial team's marketing and sales promotions; participates in market functions and community activities to promote the Bank's image and growth. Represents the Bank in the local community through event attendance, volunteerism, nonprofit board and committee work. Ensures the customer experience is conducted in accordance with Heritage Bank Service Standards. Maintains an in-depth knowledge of the Bank's products and services. Leads the successful implementation of marketing and promotional programs in the banking center and rolling out new products, services, and programs. Works collaboratively with management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Core Skills and Qualifications: 4+ years' recent experience in branch banking operations, sales and service, effectively managing a deposit and customer base, to include a minimum of 2 years in a supervisory / management role, demonstrating effective operational, relationship management and business development skills and demonstrated success in leading, coaching, and motivating a team within a financial services industry required. Thorough working knowledge of small business lending and Treasury Management products and services highly desired. Thorough working knowledge of consumer lending and all consumer and commercial deposit products and services required. High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance - preferred. Equivalent combination of education, experience and training may be considered. Proven ability to provide professional, responsive customer service; with strong customer service delivery, sales, business development and relationship selling skills. Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; with the ability to read, write, speak, and understand English well. Demonstrated ability to train employees in customer service, sales, operations, compliance and product knowledge. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are required. Proven ability to develop and maintain open, professional, positive and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-workers, and work effectively as a team member. Advanced knowledge of all branch job functions, paying/receiving, operations, branch certifications and in-depth working knowledge of all retail banking products and services, consumer and small business lending, and consumer and business account and legal documentation. Strong understanding of debit/credit relationships and negotiable instruments; math skills to calculate interest, balance accounts and locate routine and non-routine mathematical errors. Consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence. Strategic approach to problem solving and decision-making, with demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints. Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision. Unquestionable integrity in handling sensitive and confidential information required. Proficient PC experience using MS Office products (Word, Excel, Outlook) and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent, with the ability to learn and adapt to new technologies quickly. This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Working Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed. May be exposed to potential risk and hazard - receives detailed instruction to minimize risk. Physical Demands/Effort: Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials. Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary : Apply > Current Openings > position > attachment. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:1000 SW Broadway STE 2170## ##City:Portland## ##State:OR## ##ZipCode:97205## ##Internal:false## *mon

At Unitus, each employee has an opportunity to make a difference for our members. As part of our mortgage lending team, the MRO will focus on sourcing leads, building relationships, and originating quality mortgage applications that support our commitment to unparalleled service - the kind that creates the Unitus difference. Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents as a mortgage sales professional. This is a hybrid position based in the Bridgeport Village-Woodburn-Salem area. Compensation is a base salary plus commission. Primary Duties: Source and develop mortgage leads by actively networking, leveraging your existing book of business, cultivating realtor and community relationships, and collaborating with branch staff to generate applications that convert to funded loans Proactively consult with members to understand their home financing needs, take complete and accurate mortgage applications, and guide them through options that align with Unitus' products and lending guidelines Build strong referral relationships with assigned and surrounding branches, earning the trust of branch teams to drive a steady flow of quality referrals and mortgage opportunities Regularly participate in external business development activities (e.g., community events, local chambers, networking functions) to expand visibility and drive new purchase and refinance business Maintain up-to-date knowledge of Unitus mortgage products, pricing, procedures, and systems, and follow all compliance, regulatory, and documentation requirements Balance time between working in branches, remotely, and in the community to effectively manage your pipeline, prospecting activities, and member appointments Consistently meet or exceed mortgage production goals (units and volume) while contributing to overall sales, service, and efficiency objectives As an ideal candidate, you will have: Bachelor's degree preferred or equivalent work experience Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role; at least 3 years of experience as a Mortgage Loan Officer/Originator or comparable position strongly preferred Demonstrated success in outbound sales, networking, and building a personal book of business, with the drive to source leads and convert them into funded loans Strong communication and interpersonal skills, with a member-service mindset and the ability to build trusted relationships with members, branch staff, and community partners Comfort using technology and internal systems to take applications, manage a pipeline, and stay organized in a fast-paced, production-based environment Ability to be certified and maintain registration through NMLS as required for mortgage originations Willingness to travel on a regular basis within the areas Unitus serves Bilingual skills (especially Spanish/English) are preferred. Our Benefits Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment. Medical + Dental + Vision Flexible Spending Accounts + HSA Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment Unitus recognizes 12 paid holidays per year 401(k) Retirement Savings Annual Incentives (*eligibility dependent) Employee Assistance Plan Tuition Reimbursement Student Loan Debt Repayment Transit & Parking benefits Paid Volunteer Time Off What's it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing! Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.

Mortgage Loan Officer Willamette Valley Bank is seeking a results-driven Mortgage Loan Officer (MLO) to originate quality residential mortgage loans while delivering best-in-class borrower experience. This client-facing role is responsible for identifying loan solutions, crafting appropriate financing strategies, and guiding clients from application through closing. The ideal candidate thrives on relationship building, is skilled in sales and loan design, and is committed to regulatory compliance and operational excellence. Some of the Key Responsibilities Include * Advise clients on mortgage loan options, recommend suitable products, and develop tailored loan arrangements to meet their financial needs * Collect, analyze, and evaluate financial and credit information - including tax returns - to determine loan eligibility and configure optimal terms * Manage the loan process from application to closing in partnership with operations, ensuing compliance, quality, and timely resolution of any issues * Build and maintain a robust network of partners, including realtors, builders, and other community contacts, to generate new business opportunities * Maintain proactive, transparent communication with clients and stakeholders throughout the loan process * Monitor loan pipelines daily, anticipate needs, and follow up on outstanding items to ensure seamless and timely closings * Maintain accurate, complete files in Encompass, including proper documentation and interest rate locking * Represent the bank at community and networking events, and actively contribute to team sales meetings and compliance trainings * Stay informed on market trends, regulatory changes, and industry best practices * Maintain current NMLS registration and adhere to all regulatory, investor, and bank-specific compliance requirements * Meet or exceed minimum production standards as established by mortgage management * Uphold confidentiality, ethical conduct, and professionalism in all interactions What We Offer * Competitive compensation structure with incentive opportunities * Comprehensive benefits package * A stable, collaborative work environment * Supportive and knowledgeable leadership team

Mortgage Trust is seeking Loan Officers! We exist to empower our employees, clients, and referral partners to build wealth. Does that resonate with you? Us We employ people who can contribute, grow, think, dream, create, and maintain a positive attitude. We provide excellence to our clients - with respect, transparency, equity, and honesty. We are more than “just another mortgage company.” The conversations we have and the resources we use with our clients revolve around their holistic financial lives. We consistently evaluate and improve every aspect of our business. We care about each other and have each other's backs. We work hard, play hard, and give back to our community. You Are you driven, motivated, competitive, hungry, and humble? Do you focus on referrals only - realtors, financial professionals, past clients, etc.? Do you close $2M+ per month in a normal environment? Are you a team player - willing to collaborate with other loan officers? Do you believe in a wealth-building philosophy, of which mortgages are an essential tool? Why Mortgage Trust We assure our Loan Officers (LOs) are focused on their highest and best use: cultivating client relationships, qualifying borrowers, and finding optimal loan solutions. Therefore, our LOs spend very, very little time on any administrative or processing duties. Setting up files, obtaining documentation, and chasing down conditions - as well as all primary communications with everyone involved in a transaction - are handled by assistants and processors. We feel so strongly about this model we're willing to pay for it: After 1 quarter of 15 closed loans, MTI will pay $37,500/year toward an assistant (plus their benefits) After 2 consecutive quarters of 20 closed loans, MTI will pay $75,000/year toward an assistant (plus their benefits) Additionally, after 2 consecutive quarters of 30 closed loans, MTI will pay for an LO-dedicated processor We are small, local, and nimble. We've worked for large, national mortgage companies, and… well, let's just say that's not our cup of tea. We were very small cogs in a very large machine, and that became more and more frustrating to us over time. Interest rates matter. We don't need to get into the minutiae of why independent mortgage banks (Fairway, Guild, Academy, Caliber, etc.) have higher-than-market rates, but they all do. We've done multiple interest rate searches of most of the big banks and local credit unions over the past few months. Mortgage Trust's rates are lower than all of them. By cutting out a lot of fat that comes with a large company, we're able to offer very low rates. While we don't think rates should be the primary factor in determining which mortgage lender to use, they are obviously a big piece of the puzzle. We're happy to know that we're now as competitive as any lender out there. Mortgage Trust offers our loan officers: Commission based on 1.2% of your funded loan amounts Health insurance starting on the first of the month following your start date. This includes medical and vision through Regence Blue Cross Blue Shield and dental through Moda (Delta Dental or Willamette Dental). We pay 100% of the employee premium for the base plan (there are three plan levels available). Alternative plans and/or dependent coverage is available as a pre-tax employee expense. Two Flexible Spending Accounts (FSA) are also available starting on the first of the month following start date. Employees are able to deduct pre-tax money for out-of-pocket medical expenses and dependent care costs. Limited rollover of FSA funds from one plan year to another is available. At Mortgage Trust, we value all employees and job candidates as unique individuals, and we welcome the variety of experiences they bring to our company. We believe everyone should be treated equally regardless of race, sex, gender identification, sexual orientation, national origin, native language, religion, age, disability, marital status, citizenship, genetic information, pregnancy, or any other characteristic protected by law.

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The Loan Officer plays an important role in the organization by performing a variety of activities directly related to the company's Production functions. The role is primarily responsible, under moderate supervision, for providing quality relations with borrowers through completing the origination processing of application, loan disclosure, review files for adherence to underwriting standards; ensuring completeness of submission to processing. Contacts borrowers to collect necessary documentation and act as a liaison between origination staff, underwriters and customers. Essential Functions Obtain an accurate and thorough 1003. Collect supporting documentation from borrower: 30 day paystubs 2 years tax returns Last 2 years W2's Award letters, disability, trust income, etc. LOE for Gaps in jobs At initial contact with borrower provide needs list and complete application 2 months bank statements Obtain executed disclosures within regulations time frame. Obtain accurate AUS findings. Analyze credit report and financial scenario, determining appropriate loan product(s). Determine (price) a profitable loan and communicate fees to ops team. Submit a complete loan package to processing. Note: Processing will not proceed without a complete loan file: Complete application, signed disclosures, at least 80% of what is required to obtain an UW approval. Lock in rate. Review CD to ensure fees and cash at closing are consistent with commitment to Customer: Issue Lender Credit if needed If loan out of balance, work with processor & branch manager to request subsidy Resolve file problems, bottlenecks and qualifying issues throughout production and underwriting process. Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing. Coordinate, create, track and distribute marketing materials. Manage client and referral partner databases. Answer customer inquiries involving rates, products and loan application status to ensure quality customer service. Perform any other reasonable duties required by Guild Mortgage Company or Managing Loan Officer. Qualifications High school diploma or equivalent required. At least two years of experience in Mortgage lending or related field. Active NMLS License. Ability to manage multiple priorities; strong detail orientation and highly organized. Works with a strong sense of urgency and responsiveness. Passionate about delivering excellence in customer service. Demonstrated patience and professionalism when interacting with both internal and external customers. Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required. Strong verbal and written communication skills. Supervision Intermittent to low supervision required, depending on experience Apply sound judgment in execution of core job responsibilities Travel: 0% Requirements Physical: Work is primarily sedentary; mobility in an office setting. Manual Dexterity: Frequent use of computer keyboard and mouse. Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Environmental: Office environment - no substantial exposure to adverse environmental conditions. Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match. Guild Mortgage Company is an Equal Opportunity Employer.

We're searching for some really great people who enjoy customers as much as we do. Named as one of Puget Sound Business Journal's Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace eight times, most recently in 2024 in the Financial Services and Insurance category. Check out our rating at: Working at Evergreen Home Loans | Great Place To Work Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time. Learn more about us on our website here. Discover what's possible with Evergreen. We're looking to add people who feel the same way we do about our customers, our associates, and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a comprehensive benefits package and an attractive 401K plan to help you grow along with us! We are seeking Loan Officers to acquire and retain new and existing customers, work with realtors and their clients to assist them in obtaining home loans, assist other Loan Officers as needed, support each loan transaction from application to closing, and provide excellent customer service to all partners, realtors, clients and borrowers. Essential Duties and Responsibilities: Customarily and regularly work away from Evergreens' place of business (or the Loan Officer's home office or other regular place of business) selling Evergreen's loan products and meeting with and calling on real estate agents, builders, clients and partners and other referral sources to self-source leads and generate business. Perform sales activities including, but not limited to: Phone calls, emails and social media posts to maintain existing relationships as well as create new business partners. Provide ongoing marketing and support of existing Partners. Sourcing of prospective new clients. Be available to clients and coworkers throughout the day and on weekends if needed. Interview customers and take loan applications and pre-qualify borrowers over the phone or in person. Discuss loan program products with borrowers and provide loan comparisons or other borrower education information. Support loan transactions from application to closing, providing updates to borrowers and coordinating with support staff. Create new marketing materials and distribute to partners and clients. Participate in builder and realtor functions, open houses, status meetings, special events, etc., to develop and maintain relationships, generate new leads, and acquire new business. Read industry publications/blogs/newsletters/web stories about current industry news. Support other Loan Consultants/ Officers as needed. Other duties as assigned. Performance Expectations: Perform all actions in accordance with the Mission, Vision, and convictions of EHL. Expected to meet production standards outlined in the Loan Origination Production Standards. Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication and/or in person. Seek Feedback: Host regular and timely communication with associates and Manager. Be willing to assume additional responsibilities/duties/projects as they arise. Have strong organization skills, the ability to learn quickly, and accuracy/timeliness in completing tasks. Knowledgeable regarding mortgage processes, able to answer borrower's questions and take applications. Effectively uses LOS, contact management software and Microsoft Office products. Able to learn changing information regarding loan programs and able to incorporate these changes while dealing with members. Work well with other members of the EHL team, and is willing and able to fill in for other EHL Loan Consultants/ Officers. Perform all actions in accordance with policies and procedures of the company. Quality Manufacturing: Take full accountability for performing the work and achieving the results as agreed, and your manager is accountable for providing you with the resources and guidance needed. Exceptions, problems, changes and questions are reported immediately. You are accountable for notifying your manager, and any other affected people, in writing if the work will not be performed or the results will not be achieved as agreed. Your manager will also notify you if commitments made to you cannot be achieved. Your manager can assume the work is being performed as agreed unless otherwise notified. Periodic check-ins between you and your manager are the main vehicle for keeping each other informed about how work is progressing. Failure to notify of exceptions or missed due dates - in other words silence - is not acceptable. You encourage your coworkers to communicate challenges and opportunities to their manager, rather than to fellow coworkers. Relationships built on trust are developed as managers and associates keep their commitments and successful results are achieved. Specific Skills/ Knowledge/ Abilities Required for Position: High School Diploma or equivalent Must have current Mortgage Loan Originator (MLO) license through the NMLS required per the S.A.F.E. Act of 2008. Exercise good judgment and strong character, motivated, hard working. Ability to work well with fellow associates, clients and vendors. Good communication skills. Neat, clean, healthy work habits. Physical Requirements: Ability to work in a fast-paced, occasionally noisy environment. May be required to drive for business purposes and if so, must hold a driver's license in good standing and maintain personal auto insurance in compliance with EHL's Auto Insurance policy. Must be able to speak and hear, lift and carry up to twenty-five pounds (25 lbs.) or occasionally more. Requires all forms of dexterity and mobility throughout the shift. Occasionally required to reach with hands and arms, sit climb or balance, stoop, kneel, crouch or crawl. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral, depth perception and the ability to adjust focus. Benefits and Perks: Eligible associates (and their families) have the option to enroll in medical, dental, and/or vision coverage of which both the associate and the company contribute towards expenses. Basic Life/AD&D insurance for eligible associates as well as a Short-term Disability benefit are provided by Evergreen. Additional Voluntary Life/AD&D, Long-term Disability benefits and Legal/ID protection plans paid for by the associate are also available. Associates are automatically enrolled in Evergreen's 401(k) plan. Paid voluntary day of work, company matching on charitable donations and mortgage loan benefit. Compensation: This is a commission only position. Associate may be eligible for bonuses or other variable earnings as determined upon hire. Evergreen is an equal opportunity employer and E-Verify employer.************************** Equal Housing Lender ©2025 Evergreen Moneysource Mortgage Company dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit ***************************

***Compensation range $19-21/hr*** 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. Join a Company that Empowers you to Build your Future The Loan Officer Associate assists Loan Officers while developing skills and knowledge to become a Loan Officer in the future. The Loan Officer Associate will complete various on-line and classroom educational sessions while receiving operational and hands-on training by assisting the Loan Officer and Division Managers. 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 Responsibilities on the Team Learning Development: Participate in formal training programs provided by the company. These programs cover various aspects of lending, including understanding different types of loans, assessing creditworthiness, and navigating the loan approval process. Train with manager on mortgage rate sheets in order to learn to accurately price and lock loans. Review various daily/weekly/monthly reports to learn the overall mortgage process from application to closing. Continuous Education and Licensure: Successfully complete testing for mortgage licensing and appropriate state licensing as needed. Maintain up-to-date knowledge of RESPA through continuing education courses. Support and Coordination: Update the loan application with any missing data. Maintain notes within the Loan Origination System to ensure complete exchange of information. Occasionally provide initial set up of the file. Business Development and Customer Relations: Participate in builder and realtor functions to develop and maintain relationships. Work with Division Manager and Loan Officers on local marketing campaigns. Customer-Centric Approach: Ensure that borrowers can easily reach out through various channels (phone, email, chat) and receive prompt responses. Act as a primary contact between our borrowers and their Loan Officers, schedule and conduct meetings as needed, to discuss any follow-up issues or items that need to be addressed. Collaboration and Flexibility: Assist processors and closers in procuring loan documents from borrowers and other entities as needed. Engage and assist internal associates through various channels (phone, email, chat) and receive a prompt response. Flexible schedule, including weekends and evenings as needed. Requirements High school diploma or equivalent BA or BS preferred Mortgage or banking experience (preferred) Experience in articulating product or service features, benefits, and value A genuine passion for going above and beyond to ensure customer satisfaction Exceptional organizational abilities, keen attention to detail, and the ability to manage multiple priorities. Proficient in using standard office software (e.g., Microsoft Office Suite) Valid driver's license and reliable transportation 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. Requires the ability to work in excess of eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds. Job may require occasional operation of construction equipment. Finger dexterity may be required to operate a computer keyboard and calculator. #LI-AR1 #IND-LFS #IND-MORT 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: We reasonably expect the base compensation offered for this position to range from an hourly rate of $16.28 - $21, 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. 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.

at loan Depot Loan Processors will work independently processing both conventional and government products. They will examine and evaluate approval of customer applications for real estate loans and will be responsible for the closing of loans in a timely manner.Responsibilities: Review loan files and determine what documentation is required to meet investor guidelines Communicate and respond to internal customers (Loan Consultants, Processing Managers) and external customers (borrowers, 3rd party vendors) generally within 2 hours Utilize pipeline reports to effectively manage loans and prioritize daily workflow Become proficient with document management system and update all information appropriately and accurately in system Consult with Loan Processing Manager weekly on loan status and prioritizes workflow accordingly Maintains current knowledge of guidelines and loan programs Requests, organizes, and processes loan documentation and independently submitting files to Underwriting monthly Successfully manage a full pipeline, month over month Consistently hit monthly funding requirements based on pipeline size and current market conditions Requirements: 1+ years loan processing experience required FHA/VA product experience required Automated Underwriting (DU) experience required Purchase processing experience preferred High school diploma or general education degree (GED) required Must be able to work in our Eugene, OR or Salem, OR branch daily. Why work for #teamloan Depot: Aggressive compensation package based on experience and skillset Inclusive, diverse and collaborative culture where people from all backgrounds can thrive Work with other passionate, purposeful and customer-centric people Extensive internal growth and professional development opportunities including tuition reimbursement Comprehensive benefits package including Medical/Dental/Vision Wellness program to support both mental and physical health Generous paid time off for both exempt and non-exempt positions About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this r ole is between $24.52 and $30.00. Your base pay will depends on multiple individualized factors, including your job related knowledge/skills, qualifications, experience, and market location. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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

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 ****************************

About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Customer service experience Experience working with high net-worth clients Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Completion of formal position specific training programs Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Posting End Date: 1 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: Participate in soliciting residential mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans Understand real estate appraisals, title reports, and real estate transactions Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: Basic Microsoft Office skills Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources Excellent verbal, written, and interpersonal communication skills Mortgage industry experience Knowledge and understanding of sales prospecting and generating referrals Customer service experience Experience working with high net-worth clients Job Expectations: This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary Completion of formal position specific training programs Reliable transportation Ability to work nights, weekends, and/or holidays as needed or scheduled Posting End Date: 1 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Under the direction of the Lead/Primary Loan Originator, performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers and markets and promotes PrimeLending products and services to the team's client base of realtors, builders, bank officers and potential and past clients. In addition acts as a liaison between the Lead/Primary and/or other team loan originators, in-process customers and branch operations staff. High school diploma or equivalent and appropriate licenses as required by state. One to two years of sales or mortgage banking experience preferred. Valid driver's license and current automobile liability insurance. 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. An ability to quickly assess and process large amounts of information, and must be able to use designated technology. Must continue to expand knowledge of issues influencing the industry and the organization. Must be organized and detail-oriented and possess ability to prioritize work load based on loan volume. Must be proficient in required origination technology and use of other office equipment. Must maintain confidentiality of borrower and/or company information. *In accordance with U.S. Department of Labor Regulation Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13(a)(1) employees who meet certain tests will qualify for Exempt Status. 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. Markets and promotes PrimeLending's financial products; Team Originators will not be subject to the minimum personal production standards for Loan Originators in order to qualify for a team relationship. Handles loan volume as directed by each team loan originator in a timely and efficient manner, while obtaining working knowledge of Company products as well as private and Government insured mortgage guidelines. 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. Schedules appointments with potential customers for the team loan originator(s). Interacts and interfaces with all parties involved in each individual loan transaction from application to closing. Obtains all necessary support documents including the appropriate fees and collects additional documents and promptly communicating loan status to all interested parties. Obtains remaining or uncollected loan documentation after closing. Negotiates terms and conditions of loans with customers. Stays abreast of 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. Meets customer service standards as outlined by management. Other functions as needed.

Heritage Bank has an exciting opportunity to join our organization! At Heritage Bank we are committed to delivering exceptional financial services to our customers. We are seeking a Branch Relationship Officer at our Downtown Portland Branch in Portland, Oregon. The branch relationship officer is responsible for the profitability, production goal achievement, customer service, and operational excellence of our vibrant Downtown Portland Branch. This position executes sales and business development activities, proactively partnering with a high performing commercial team to support both new and existing deposit relationships, meeting operational objectives, managing employee development and engagement through coaching and performance management. This position also supports and participates in community involvement efforts and events. Base Salary Range $80,168.40 - $94,742.00 - $113,684.00 annual The role at a Glance: Co-leads and supports the sales and service activities in the banking center to ensure that established production goals for deposits, fee income, loan production, and other goals are met. Organizes and directs operational workflow to minimize risk and ensure efficient, effective procedures, practices, staff composition and scheduling. Proactively develops, grows, and retains deposit and loan relationships, both independently and in partnership with commercial relationship managers. Responsible for small business and consumer loan activity. Actively supports business partners with the successful onboarding and ongoing servicing of deposit relationships. Works with staff to proactively meet customer needs in a responsive, efficient manner, across department lines. Develops and maintains professional working relationships with all line of business partners to gain and deepen relationships and meet banking center goals and objectives. Supports commercial partners with sales and relationship expansion activities. Actively refers commercial loans. Provides operational support, onboarding support, client relationship tracking, processing paperwork, and assembling and summarizing information, as requested and/or required. Develops skills of staff through goal-setting, coaching, problem resolution, delegation, training, counseling, and performance management to include the development of sales and service skills as well as the achievement of business goals. Leads, participates, and demonstrates mastery of, work flow demands with proper use of internal technology. Responsible for the accurate and timely completion of certifications, compliance, and reporting requirements. Ensures audit, security, and compliance issues and/or concerns are addressed and resolved in a timely manner. Monitors location security and ensures satisfactory appearance and condition of the banking center. Actively leads and trains staff to ensure branch consistently adheres to all regulatory compliance standards, internal operational and credit controls and follows all operating policies and procedures. Opens new accounts in accordance with all account opening compliance requirements and account ownership verification procedures. Minimizes risk by identifying any potential fraudulent transactions. Completes account documentation according to Bank guidelines. Actively participates in commercial team's marketing and sales promotions; participates in market functions and community activities to promote the Bank's image and growth. Represents the Bank in the local community through event attendance, volunteerism, nonprofit board and committee work. Ensures the customer experience is conducted in accordance with Heritage Bank Service Standards. Maintains an in-depth knowledge of the Bank's products and services. Leads the successful implementation of marketing and promotional programs in the banking center and rolling out new products, services, and programs. Works collaboratively with management and Human Resources to recommend staffing levels and approve personnel actions such as hiring, terminations, promotions, transfers, timely performance reviews and salary increases, in accordance with legal and acceptable Bank personnel practices. Core Skills and Qualifications: 4+ years' recent experience in branch banking operations, sales and service, effectively managing a deposit and customer base, to include a minimum of 2 years in a supervisory / management role, demonstrating effective operational, relationship management and business development skills and demonstrated success in leading, coaching, and motivating a team within a financial services industry required. Thorough working knowledge of small business lending and Treasury Management products and services highly desired. Thorough working knowledge of consumer lending and all consumer and commercial deposit products and services required. High School diploma or equivalent - required. Associates degree or higher in Business, Accounting and/or Finance - preferred. Equivalent combination of education, experience and training may be considered. Proven ability to provide professional, responsive customer service; with strong customer service delivery, sales, business development and relationship selling skills. Strong listening, verbal, written, and telephone etiquette business communication skills, including effective questioning strategies and presentation skills; with the ability to read, write, speak, and understand English well. Demonstrated ability to train employees in customer service, sales, operations, compliance and product knowledge. Strong leadership and managerial skills are required to manage, motivate, and develop a team, and monitor workflow and schedules. Employee development, performance management, training and employee counseling skills are required. Proven ability to develop and maintain open, professional, positive and productive relationships; demonstrate cooperative behavior with management, business partners, customers and co-workers, and work effectively as a team member. Advanced knowledge of all branch job functions, paying/receiving, operations, branch certifications and in-depth working knowledge of all retail banking products and services, consumer and small business lending, and consumer and business account and legal documentation. Strong understanding of debit/credit relationships and negotiable instruments; math skills to calculate interest, balance accounts and locate routine and non-routine mathematical errors. Consistent sales and business development skills with the ability to identify customer needs and cross-sell the Bank's products and services with confidence. Strategic approach to problem solving and decision-making, with demonstrated ability to quickly focus on key issues and independently make decisions under pressure of time constraints. Strong analytical reasoning, attention to detail, organizational, data review and time management skills, with the ability to accurately manage multiple assignments, goals, reporting requests and staffing schedules, ensuring priorities are set and commitments and deadlines are met, with minimal direction and supervision. Unquestionable integrity in handling sensitive and confidential information required. Proficient PC experience using MS Office products (Word, Excel, Outlook) and working knowledge of financial services industry core processing and automated banking systems, i.e., Fiserv or equivalent, with the ability to learn and adapt to new technologies quickly. This position may require National Mortgage Licensing System and Registry (NMLS) registration under the terms of the SAFE Act of 2008. Continued employment in this position with Heritage Bank is contingent upon successful registration and annual re-registration thereafter. Working Environment/Conditions: Climate controlled office environment. Work involves being able to concentrate on the matter at hand, under sometimes distracting work conditions and frequent interruptions during the day. Work requires willingness to work a flexible and/or rotating schedule. May be required to work Saturday's and or extended hours, as needed. May be exposed to potential risk and hazard - receives detailed instruction to minimize risk. Physical Demands/Effort: Ability to operate a computer keyboard, multi-line telephone, photocopier, scanner and facsimile which often requires dexterity of hands and fingers with repetitive wrist and hand motion. Ability to stand or sit for extended periods of time and duration of shift. Ability to occasionally kneel, reach, bend, push, pull and carry. Work may involve the constant use of computer screens, reading of reports; typically sitting at a desk or table; intermittently standing, stooping, bending at the waist, climbing, kneeling or crouching to file materials. Occasional lifting to independently move, lift or transport money and coin, 25-50 lbs., or files and/or boxes 5-10 lbs. At Heritage Bank, we work hard, but also know how important it is to take time off to stay healthy, relax, and spend time doing what makes your heart happy! As part of our team you'll enjoy a total rewards package, which includes base salary based on the role, experience, and skill set, along with an exceptional benefits package (medical, dental, vision, life insurance, 401(k), community volunteer time), and generous time off policy. Full-time team members receive a minimum of 10 paid vacation days annually* and eight hours of paid sick leave per month*, while also enjoying 11 paid holidays each calendar year, and an annual float day. *pro-rated from start date, and/or hours worked. To view Benefits Summary: Apply > Current Openings > position > attachment. The above statements are intended to describe the general nature and level of work being performed and are not an exclusive list of all qualifications for this position. Heritage Bank is an Equal Opportunity Employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, disability, or any other basis protected by applicable law. Job applicants have certain legal rights. Please click here for information regarding these rights. If you need assistance completing the online application, please email: ******************************* Salary Range Disclaimer The base salary range represents Heritage Bank's current salary range for the position. Actual salaries will vary depending on factors including, but not limited to, qualifications, experience, and job performance. The range listed is just one component of Heritage Bank's total compensation package for full time and part time employees. Depending on position, other total compensation rewards may include, monthly, quarterly or annual incentive, and/or bonuses. ##JobCategory:Retail Banking## ##Street:1000 SW Broadway STE 2170## ##City:Portland## ##State:OR## ##ZipCode:97205## ##Internal:false## *mon

Job Description At Unitus, each employee has an opportunity to make a difference for our members. As part of our mortgage lending team, the MRO will focus on sourcing leads, building relationships, and originating quality mortgage applications that support our commitment to unparalleled service - the kind that creates the Unitus difference . Our strong team of leaders, outstanding culture, above market benefits, continuous involvement in the communities we serve, and competitive pay programs make Unitus an excellent place to contribute and grow your talents as a mortgage sales professional. This is a hybrid position based in the Bridgeport Village-Woodburn-Salem area. Compensation is a base salary plus commission. Primary Duties: Source and develop mortgage leads by actively networking, leveraging your existing book of business, cultivating realtor and community relationships, and collaborating with branch staff to generate applications that convert to funded loans Proactively consult with members to understand their home financing needs, take complete and accurate mortgage applications, and guide them through options that align with Unitus' products and lending guidelines Build strong referral relationships with assigned and surrounding branches, earning the trust of branch teams to drive a steady flow of quality referrals and mortgage opportunities Regularly participate in external business development activities (e.g., community events, local chambers, networking functions) to expand visibility and drive new purchase and refinance business Maintain up-to-date knowledge of Unitus mortgage products, pricing, procedures, and systems, and follow all compliance, regulatory, and documentation requirements Balance time between working in branches, remotely, and in the community to effectively manage your pipeline, prospecting activities, and member appointments Consistently meet or exceed mortgage production goals (units and volume) while contributing to overall sales, service, and efficiency objectives As an ideal candidate, you will have: Bachelor's degree preferred or equivalent work experience Prior experience in mortgage, real estate, banking, or a similar sales-focused financial services role; at least 3 years of experience as a Mortgage Loan Officer/Originator or comparable position strongly preferred Demonstrated success in outbound sales, networking, and building a personal book of business, with the drive to source leads and convert them into funded loans Strong communication and interpersonal skills, with a member-service mindset and the ability to build trusted relationships with members, branch staff, and community partners Comfort using technology and internal systems to take applications, manage a pipeline, and stay organized in a fast-paced, production-based environment Ability to be certified and maintain registration through NMLS as required for mortgage originations Willingness to travel on a regular basis within the areas Unitus serves Bilingual skills (especially Spanish/English) are preferred. Our Benefits Maintaining wellness and work/life balance is an important part of the Unitus culture. Our benefits are a reflection of this commitment. Medical + Dental + Vision Flexible Spending Accounts + HSA Employees accrue up to 15 days of Paid Time Off (PTO) during their first twelve months of employment Unitus recognizes 12 paid holidays per year 401(k) Retirement Savings Annual Incentives (*eligibility dependent) Employee Assistance Plan Tuition Reimbursement Student Loan Debt Repayment Transit & Parking benefits Paid Volunteer Time Off What's it really like to work here? We are a people-focused organization that places an emphasis on culture. Unitus is local, successful, and committed to continuously improving and growing! Unitus Community Credit Union (Unitus) is an equal opportunity employer. We are committed to diversity, equity and inclusion. All qualified individuals are encouraged to apply and will be given full consideration for employment regardless of race, color, age, sex, religion, veteran status, national origin, sexual orientation, disability or any other classification protected by applicable federal, state or local law. Applicants may request reasonable accommodation to participate in the application process.

Loan Processors will work independently processing both conventional and government products. They will examine and evaluate approval of customer applications for real estate loans and will be responsible for the closing of loans in a timely manner. Responsibilities: * Review loan files and determine what documentation is required to meet investor guidelines * Communicate and respond to internal customers (Loan Consultants, Processing Managers) and external customers (borrowers, 3rd party vendors) generally within 2 hours * Utilize pipeline reports to effectively manage loans and prioritize daily workflow * Become proficient with document management system and update all information appropriately and accurately in system * Consult with Loan Processing Manager weekly on loan status and prioritizes workflow accordingly * Maintains current knowledge of guidelines and loan programs * Requests, organizes, and processes loan documentation and independently submitting files to Underwriting monthly * Successfully manage a full pipeline, month over month * Consistently hit monthly funding requirements based on pipeline size and current market conditions Requirements: * 1+ years loan processing experience required * FHA/VA product experience required * Automated Underwriting (DU) experience required * Purchase processing experience preferred * High school diploma or general education degree (GED) required * Must be able to work in our Eugene, OR or Salem, OR branch daily. Why work for #teamloan Depot: * Aggressive compensation package based on experience and skillset * Inclusive, diverse and collaborative culture where people from all backgrounds can thrive * Work with other passionate, purposeful and customer-centric people * Extensive internal growth and professional development opportunities including tuition reimbursement * Comprehensive benefits package including Medical/Dental/Vision * Wellness program to support both mental and physical health * Generous paid time off for both exempt and non-exempt positions About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. Base pay is one part of our compensation package and is determined within a range. This provides the opportunity to progress as you grow and develop within a role. The base pay for this r ole is between $24.52 and $30.00. Your base pay will depends on multiple individualized factors, including your job related knowledge/skills, qualifications, experience, and market location. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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 ****************************

About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com. In this role you will: * Participate in soliciting residential mortgages from various sources * Produce high quality jumbo loans which are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources * Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market * Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures, compliance requirements, and generating loans * Understand real estate appraisals, title reports, and real estate transactions * Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs * Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk * Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication * Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 2+ years of Private Mortgage Banking Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education Desired Qualifications: * Basic Microsoft Office skills * Documented retail residential mortgage fundings over the past 12 months referred primarily from established, local, external sources * Excellent verbal, written, and interpersonal communication skills * Mortgage industry experience * Knowledge and understanding of sales prospecting and generating referrals * Customer service experience * Experience working with high net-worth clients Job Expectations: * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * Completion of formal position specific training programs * Reliable transportation * Ability to work nights, weekends, and/or holidays as needed or scheduled Posting End Date: 1 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.