Loan officer jobs in Billings, MT - 63 jobs

Clearwater Credit union is now accepting applications for a full-time Real Estate Loan Officer in Butte, MT. We're looking for an outgoing, service-oriented individual to join our team as a Real Estate Loan Officer. This position is responsible for helping members with their home lending needs and being a resource for information. Position Qualifications: Excellent customer service Ability to work within precise standardized guidelines Strong decision-making skills Close attention to detail Reliable team player Knowledge of Conventional and Government loans Knowledge of real estate law and secondary market guidelines Proven record of effective networking and business development 2+ years of experience in lending Base salary with production incentives. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more!

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Mortgage Loan Officer is responsible for generating and converting leads-including inbound premium leads-into funded loans by promoting CrossCountry Mortgage's competitive mortgage products, services, and programs. This position proactively develops new business opportunities, consults with customers about their current and future financing needs, collects and reviews all required loan documentation, and maintains minimum standards for production and quality. Job Responsibilities: * Establish a presence for CCM, including but not limited to, converting incoming leads. * Analyze current rates and programs to provide accurate and timely information to borrowers. * Negotiate terms and conditions with borrowers. * Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications by phone. * Manage personal pipeline to ensure service standards and financial goals are met. * Actively develop and nurture referral relationships to drive sustained business growth and enhance lead generation efforts. * Participate in office-sponsored training and networking events to support referral source engagement. * Learn various borrowing programs and processes and stay current with changes and new products. * Learn and utilize various in-house technical systems and programs. * Evaluate credit requests and determine trends in a given marketplace. * Comply with all applicable federal and state compliance guidelines relative to the position. * Available to work varying hours and overtime if needed. Qualifications and Skills: * Minimum of 1 year of sales experience or origination experience in a consumer direct or call center environment. * Experience collecting and analyzing borrower income and negotiating skills. * Experience proactively soliciting new business. * Knowledge of retail product philosophy, policy, underwriting, procedures, documentation and systems. * Experience converting leads and in-bound calls, preferred. * NMLS License under the terms of the S.A.F.E. Act of 2008 ("SAFE Act") *. * State License under the terms of the SAFE Act*. * Excellent analytical skills. * Excellent communication and collaboration skills. * Proficiency in standardized software applications, including Microsoft Office Suite (i.e. Word, Excel, PowerPoint and Outlook) This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law ("Protected Characteristics"). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

Job Description About Us At Montana Credit Union, we believe in empowering people who are dedicated to serving others and strengthening our communities. We foster a culture that values innovation, dedication, and authenticity, while supporting professional growth and encouraging new ideas. More than a place to work, Montana Credit Union is a team where your contributions are valued, your voice is heard, and your career is supported. Position Summary The Loan Officer is a trusted financial advocate at Montana Credit Union, responsible for guiding members through lending solutions that empower their financial futures. This role involves interviewing applicants, analyzing credit worthiness, approving or denying loans within authority, and ensuring members fully understand their financial options. The Loan Officer also assists with accounting services and supports other transactional needs to deliver seamless and personalized member experience. Key Responsibilities Conduct loan interviews, analyze credit worthiness using the 5 C's, and recommend appropriate lending solutions. Underwrite and decision consumer loans, including calculating DTI/GMDI and preparing clear well documented credit write ups. Close and disburse loans accurately while ensuring members understand terms and optional protection products. Open and service member accounts, cards, and related products with accuracy and professionalism. Maintain complete, compliant loan files and documentation in alignment with credit union policies and regulations. Identify and escalate potential fraud or risk concerns while adhering to regulatory and internal standards. Deliver exceptional member service by educating members, building relationships, and matching products to individual needs. Support branch operations by resolving account issues, assisting teammates, and contributing to continuous process improvements. Qualifications High school diploma or equivalent required. 1-2 years of experience as a loan officer or in a financial services/lending role preferred. Salary & Benefits Pay Range: $20.50 - $22.00 hourly DOE Comprehensive benefits package including medical, dental, and vision insurance, retirement plan, and paid time off.

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.

At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all. You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company. Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit stewart.com/about. More information can be found on stewart.com. Get title industry information and insights at stewart.com/insights. Follow Stewart on Facebook @StewartTitleCo, on Instagram @StewartTitleCo and on LinkedIn @StewartTitle Job Description Job Summary Provides escrow services for residential and commercial resale, new construction, refinance, relocation and timeshare transactions. Responsible for facilitating real estate transactions by providing a high level of customer service and proactive communication to both internal and external customers throughout the closing process. Job Responsibilities Responsible for handling real estate transactions by establishing new escrow accounts, managing funds, processing documents for closings, and completing settlements in accordance with established policies and procedures Acts as a neutral liaison between file parties, adheres to company policy, and monitors and mitigates risk to the company Understands how own team integrates with related teams to accomplish objectives Impacts the quality, timeliness and effectiveness of the team through own work Recognizes and solves atypical problems that occur infrequently Evaluates and selects solutions from existing precedents or procedures Communicates and explains complex information, including interdependencies within the team and others Works under limited supervision and may use discretion to modify work practices and processes to achieve results or improve efficiency Individual contributor acting as a resource for less experienced team members; does not have supervisory responsibilities Performs all other duties as assigned by management Education High school diploma required; Bachelor's preferred Experience Typically requires 5+ years of related work experience Equal Employment Opportunity Employer Stewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************. Benefits Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts.

Flying S Title and Escrow is a subsidiary of Title Financial Corporation (TFC). We seek an Escrow Officer to join our team in Polson, MT. TFC is a family-owned company providing Title and Escrow Services since 1905. We pride ourselves on taking great people and growing and developing them with employees who have spent their entire careers with us! This position is in Polson, but you will be required to drive to Thompson Falls when needed. If you want to work for a company where Everyone Counts, is committed to doing the Right Thing, Takes the Smart Risk, believes Attitude is Everything, and Everyone has the Opportunity to Make a Difference, then keep reading. Were looking for an Escrow Officer who is not only skilled in closing transactions but is also energized by building relationships and driving business growth. In this role, youll actively cultivate partnerships with real estate agents, lenders, builders, and other referral sources to expand our market presence and generate repeat business. The ideal team member: Four years experience, including experience as an Escrow Officer, Escrow Assistant, or other related experience. Has a passion for working with people, is customer-service oriented, and can create meaningful relationships. Excellent Sales and marketing skills. Is very organized with attention to detail and has proven ability to meet deadlines. Strong analytical and problem-solving skills. Has the ability to prioritize tasks and to notify others when assistance is needed. Ability to function well in a high-paced environment. Basic to advanced computer skills, including Microsoft Suite or related software, and has the ability to learn new programs. Must be at least 18 years of age and have a valid drivers license. A High School diploma or equivalent is required. Must have a producer license or have the ability to receive one within 90 days of starting (MT only) Must have a Notary or receive one within 90 days of starting. About the position The Escrow Officer is responsible for managing escrow files from receipt through completion. This involves administering construction escrow accounts and basic commercial and residential accounts. When needed, assist in preparing more complex escrow transactions. This position is responsible for curative matters and title exceptions to be cleared, and may have the authority to waive exceptions. Smooth and efficient closings are essential, as this position is responsible for managing all stages of the transaction to the satisfaction of all parties involved. Pre- and post-closing tasks require extensive phone and personal contact. This position reports to the Vice President / County Manager. Job Duties Include: Meets with attorneys, realtors, lenders, and customers to review and/or draft the escrow instructions and agreements for residential and basic commercial closings. Facilitates the objectives of the parties in closing the escrow. Checks title commitments and tax certificates for accuracy, outstanding liens, exceptions, or any other title problems that may be cleared prior to closing. Set up accurate escrow files, including the initial filing, deposits, and all relevant documents. Prepares for closing by requesting payoff statements and figuring loans, lien releases, insurance, and legal records, and/or necessary documents to ensure that lender instructions coincide with the purchase agreement. Conducts the execution of closing documents on and off the companys premises and approves the finalized closing statements. Communicates and sends lender packages in accordance with closing instructions. Disburse funds in accordance with standard accounting procedures and customer and lender requirements. Manages and administers trust accounts. Addresses questions and concerns from realtors, attorneys, buyers, and sellers regarding insurance, taxes, title work, foreclosures, and legal documents. Input, access, and retrieve data relevant to closings. Reviews, executes, and distributes finalized policies and closings. Develop and maintain a client base through effective marketing, and ensure clients receive exceptional quality and accuracy in products and services. Communicate with company employees and customers by phone, in person, or through correspondence. Supports corporate core values, purpose, goals, and culture. Operate a company vehicle or personal vehicle. Other Job duties as assigned. We offer: Competitive benefits plan including medical, dental, vision, basic life insurance, and short-term disability coverage for employees. In addition, we offer a 401(k) with a competitive discretionary match, discount on closing fees, early paycheck access, wellness program, pet insurance, and voluntary plans, including accident, hospital plans, and more! New employees receive 24 hours of FTO on their first check with additional accrual for a total of three weeks of Flexible Time Off each year. In addition, employees receive 11 paid holidays, Volunteer Time Off, Parent Leave, Grandparent Leave, and more! Flying S Title and Escrow and TFC are equal opportunity employers. Applicants offered a position must pass a pre-employment background and MVR check. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The job description is not intended to cover a comprehensive list of activities, duties, or responsibilities required of the employee. Duties, responsibilities, and activities may change at any time with or without notice. PI07c3d7d5f448-31181-39326543

This position is responsible for providing a high level of member service in the origination of residential first and second mortgages via telephone inquiries, walk-ins, and referrals from branches, employees, realtors and builders. Adds value to the organization by adding assets to the Credit Union's portfolio and loans for sale in the secondary market. Responsibilities: Originates mortgage loans. Takes mortgage applications by phone or in person as acceptable by members. Meets monthly origination and closing goals. Actively solicits mortgage lending business. Knowledgeable of Fannie Mae/Freddie Mac Underwriting and private mortgage insurance guidelines. Makes loan product recommendations to members, understanding various rate/point scenarios. Understands all aspects of mortgage loan origination, including product, underwriting, and compliance and documentation requirements. Works in the field developing external relationships with members, realtors and other business partners. Responds to member inquiries. Providing consultative services to members; to explain various mortgage products, comparing the products to assist in meeting member needs. Initiates member rate lock requests to the secondary marketing representative. Determines timing of loan delivery to secondary market. Understands the correlation of loan sales to the organizations bottom line. Originates, conducts and participates in mortgage related promotional events/activities and educational seminars. Manages own mortgage loan pipeline; responsible for building the pipeline, working the loan until it closes ensuring that minimum production volume is consistently achieved. Provides desk time for Call Center incoming calls; responding to member inquiries, quoting rates, taking member applications. Continuously collaborates with loan processors and underwriters throughout the loan process to obtain all requisite loan documentation and ensure an exceptional member experience as well as promote communication and teamwork. Cross sells other Credit Union products. Supports and participates in continuous improvement activities. Represents the Credit Union in a positive and professional manner. Other related duties as assigned. Maintains member and other sensitive information with confidentiality. Treats all co-workers and members with respect. Qualifications: Minimum two years mortgage loan officer experience. Thorough knowledge of entire mortgage process from origination to end servicing. Solid understanding of applicable rules, laws and regulations pertaining to financial institutions, specifically credit unions, including mortgage lending. Strong knowledge and understanding of Nuvision products and services. Excellent sales and counseling skills required. Strong communication and interpersonal skills essential for interacting with member and referral sources. Active listener with demonstrated ability to generate needs based solutions. Represent the Credit Union in a professional/member centric manner. NMLS Registration Required Education: High school diploma or GED plus college level coursework in related business classes. Website: nuvisionfederal.com/careers Benefits: Medical Dental Vision Life Insurance Flexible Spending Account 401(k) Matching Paid Time Off Training Provided Tuition Reimbursement Covid-19 Precaution(s): Remote Interview Process (some positions vary) Social Distancing and Mask Guidelines in place

Join our team as Central Loan Processor. What is a Central Loan Processor? Here is a quick rundown. Our team of Central Loan Processors prepares the loan documents for all Stockman branches across the state. Our customers come into a local Stockman Bank for a loan, then a Central Loan Processor prepares the loan documents the customer signs. Why You'll Love Working with Us: We train you right - No experience with loan docs? No problem. We'll teach you everything you need to know. Small team, big support - You won't be just a number. We're a tight-knit group that helps each other out. Details matter here - If you love being accurate and organized, you'll fit right in. We like questions! When you succeed, the whole team succeeds. We actually take time off - Paid Time Off (PTO) is available (and encouraged). We have great benefits - 401K, Medical/Dental/Eye Ins, bonuses and more! What we look for: Dependable team player Effective communicator Detail Oriented Ability to multitask Strong organizational and time management skills Adaptable to change Essential Functions and Expectations: Basic Computer Knowledge Ability to meet deadlines Efficiently maintain confidential information Preferred - Working knowledge of Microsoft 365 Preferred - Previous banking experience Help us keep the details sharp and the loans moving. Apply today! For full description, which includes physical mental demands please see attachment.

Bravera Bank is hiring for a Mortgage Banking Officer in Helena, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances the customers experience and keeps our organization moving forward. The purpose of this position is to originate mortgage loans on behalf of Bravera Bank. Measures of Success Completes one business development opportunity per week. Close 30 loans per year for 3 consecutive years. Proficient in loan products, programs, and investors used within the Bank. Duties and Responsibilities Responsible for cultivating new and existing mortgage customer relationships. Must fully understand Bravera Loan Policy and Procedures and recommend enhancements, as needed. Maintain a lending portfolio, approving mortgage credits within approved lending authority. Must maintain appropriate and complete documentation and files, as necessary. Make customer contacts, field inspections, and business visits, as necessary. Will analyze asset and repayment quality on existing loans and loan applications. Will recommend banking products and services, based on customer analysis. Responsible for collection of delinquent mortgage loans. Keep abreast of current industry trends, new programs, and regulations. Responsible for promoting teamwork and open communication among all mortgage functions of the organization and with other departments. Responsible for maximizing processes and delivery of services as they relate to mortgage customer relationship building functions. Responsible for promoting the organization in the community through participation in various civic and community events, activities, committees, and organizations. Must maintain a high level of confidentiality and professionalism regarding all employee and customer issues and information. Contribute to the overall success of the organization by leveraging opportunities as they relate to all entities of Bravera Holdings Corp. Adhere to all banking rules and regulations, including but not limited to the requirements of the Bank Secrecy Act. In addition, the employee will be proactive in the prevention of illegal activities, will vigilantly look for activities that may constitute any type of fraud including money laundering, and will report any suspicious activity to the BSA Officer. Qualifications Education: Bachelor's degree in business administration, business management, finance, or other related field. Experience: Minimum 5 years related experience; OR an acceptable combination of education and experience. Location Helena, MT Benefits To support this, we provide a competitive and rewarding compensation package which includes a competitive salary, incentive compensation opportunities, retirement plan with company match, health insurance, paid holidays, paid time off (PTO), paid community volunteer time and stock opportunities. As a learning organization, we are committed to investing in the growth and development of our team members, offering training opportunities and tuition reimbursement. Our Values Give and earn trust. We support and empower one another to earn trust through accountable performance. Learn, teach and mentor. We are a learning organization that invests in growth and development. Collaborate and innovate. We work together to drive continuous improvement to enhance your experience. Want to learn more about careers with Bravera? Go to bravera.bank/careers. #ForgeYourPath with us! Find us on Facebook, Instagram, Twitter, LinkedIn and Youtube. --- Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing or action, including an investigation conducted by the employer or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c).

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications * High school diploma or equivalent * Minimum one year of mortgage, sales, real estate, or banking experience * Ability to travel Preferred Skills/Experience * Well-developed sales ability * Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies * Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors * Basic knowledge of local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.) * Ability to work independently * Ability to analyze financial information * Excellent verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Benefits: Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): * Healthcare (medical, dental, vision) * Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy disability and parental leave * 401(k) and employer-funded retirement plan * Paid vacation (from two to five weeks depending on salary grade and tenure) * Up to 11 paid holiday opportunities * Adoption assistance * Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program. The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants.

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

WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy * Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans * Provide sound and ethical loan counseling to all potential applicants. * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices. * Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements * Develop and/or implement sourcing strategies as required by written goals. * Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand * Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division * Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes. * Commitment to work of nonprofit organizations and making a positive impact in the community * Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending team * Minimum of 5 years of experience with diverse and underserved clients * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. *Additional Qualifications* * Highly prefer network of professional and nonprofit referral sources * Highly prefer a BA/BS degree with preference for business, finance, or economics degree * Demonstrated superior sales and marketing ability * Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank * Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite * Knowledge of mortgage credit policies and current industry compliance standards * Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. * Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT FOR YOU?* *Compensation* This is a commission-based role and does not have a set salary range. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job. \#LI-RK \#CA-RK

Mortgage Loan Processor I Organizational Relationships : Reports to Mortgage Loan Servicing Supervisor Supervisory Responsibilities: N/A General Function: Process early disclosures, re-disclosures, and closing disclosures for consumer real estate loans according to regulation and WCU policy. Assist Originators with member contact regarding their real estate application and any additional information needed to process the application. Scrub application & information in Mortgage Bot for accuracy and completeness. Offer clerical and customer service support to all members of mortgage lending departments. Position Functions: Assist Mortgage Lending Department staff on a daily basis and assist Member Business Lending Department as needed. Process and disclose Loan Estimates, re-disclosures, closing disclosures, and loan closing documents. Scrub real estate applications in mortgage lending software system to verify accuracy and completeness of application and supporting documents (tax returns, W2's, etc.) Serve as liaison between Member and Originator for missing or incomplete information needed to process the real estate application. Assist with processing of real estate restructures, including but not limited to document processing, obtaining and adding restructure information to member accounts as needed. Prioritize loan pipeline at the beginning of each workday to determine most important and time-sensitive tasks and projects; check pipeline at the end of each workday, to determine which tasks need to be done as soon as possible on the following workday. Work closely with Title Specialists to prepare closing disclosure and closing documents for review in order to ensure accuracy. Address compliance alerts and coordinate with Quality Assurance team to prepare any documentation needed for correction. Report to work on time and as scheduled. Perform other duties as assigned. Position Requirements: Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. Ability and willingness to interact calmly and professionally with people from all backgrounds. Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness. Ability to follow oral and written instructions. Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles. Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems. Ability to lift up to 15 lbs., with or without accommodation. Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests. Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines. Adhere to all Whitefish Credit Union policies and procedures. Protect Member and Whitefish Credit Union confidential information. Required Education and Experience: High school diploma or equivalent. 1-2 years' professional experience with accounting or lending procedures preferred. This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.

If you're passionate about helping local businesses buy, build, or expand their operations and enjoy the impact of local underwriting and decision making, then Clearwater Credit Union has an exciting opportunity for you as a full-time Business Loan Officer in Butte, Montana. You'll enjoy excellent benefits and a fantastic work environment, with locations across picturesque Rocky Mountain communities. The Business Loan Officer position is responsible for assisting business members with their commercial lending needs, being a resource of information for business members, and building stronger relationships in the business community. Responsibilities/Skills: Helps drive a business development effort focused on portfolio growth Interview business members, determining what their needs are, and obtaining all applicable financial and other relevant documentation to make an informed credit decision Provide excellent service by managing expectations through good communication and timely loan closings Possess a strong understanding of financial analysis, cash flow analysis, and collateral evaluation Structure and negotiate terms, analyze, and close loans Manages a loan portfolio of business members that includes monitoring credit quality by analyzing updated financial information and ensuring that loan files are updated with all necessary documentation Perform collections and workouts of troubled loans, as necessary Stay informed of regulatory requirements and changes and other internal policies Participate with local boards and volunteer for various community events Qualifications: 1-3 years of business lending experience, including time spent as a credit analyst Bachelor's degree in finance, accounting, business administration is preferred, or equivalent work experience Self-motivated with strong sales abilities Strong written and verbal communication skills required Strong organizational time management skills and problem-solving skills Excellent computer skills, including Microsoft Office Suite Salary depends on experience. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more! Position open until filled.

If you're passionate about helping local businesses buy, build, or expand their operations and enjoy the impact of local underwriting and decision making, then Clearwater Credit Union has an exciting opportunity for you as a full-time Business Loan Officer in Butte, Montana. You'll enjoy excellent benefits and a fantastic work environment, with locations across picturesque Rocky Mountain communities. The Business Loan Officer position is responsible for assisting business members with their commercial lending needs, being a resource of information for business members, and building stronger relationships in the business community. Responsibilities/Skills: Helps drive a business development effort focused on portfolio growth Interview business members, determining what their needs are, and obtaining all applicable financial and other relevant documentation to make an informed credit decision Provide excellent service by managing expectations through good communication and timely loan closings Possess a strong understanding of financial analysis, cash flow analysis, and collateral evaluation Structure and negotiate terms, analyze, and close loans Manages a loan portfolio of business members that includes monitoring credit quality by analyzing updated financial information and ensuring that loan files are updated with all necessary documentation Perform collections and workouts of troubled loans, as necessary Stay informed of regulatory requirements and changes and other internal policies Participate with local boards and volunteer for various community events Qualifications: 1-3 years of business lending experience, including time spent as a credit analyst Bachelor's degree in finance, accounting, business administration is preferred, or equivalent work experience Self-motivated with strong sales abilities Strong written and verbal communication skills required Strong organizational time management skills and problem-solving skills Excellent computer skills, including Microsoft Office Suite Salary depends on experience. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more! Position open until filled.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Outside Loan Originator (“Outside LO”) is responsible for maintaining an NMLS license required under the S.A.F.E. Act of 2008, originating and processing real estate mortgage loans in accordance with CrossCountry Mortgage, LLC (“CCM”) processes and product guidelines. Job Responsibilities: Source mortgage leads. Build relationships with real estate agents and other lead sources. Analyze potential loan markets and develop referral networks to locate prospects for loans. Market CCM products to individuals and firms, promoting CCM services that may meet customers' needs. Meet with applicants to obtain information for loan applications and answer questions about the process. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Generate complete loan applications with corresponding documentation. Improve loan applications and documentation by informing the applicant of additional requirements. Help customers by answering questions and responding to requests. Handle customer complaints and take appropriate action to resolve them. Own the communication with the real estate agent or referral source. Confer with processing and underwriting to aid in resolving mortgage application problems. Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities. Mortgage coaching available. Qualifications and Skills: NMLS License Required under the S.A.F.E. Act of 2008. Experience with retail product philosophy, policy, underwriting, procedures, documentation and systems. Experience proactively soliciting new business. Encompass experience, preferred. Kowledge of all mortgage products and programs. Excellent analytical skills to evaluate credit requests and determine trends in a given marketplace. Advanced communication and collaboration skills. Proficient in standardized software applications, including Microsoft Word, Excel, PowerPoint and Outlook. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at-all from Day One. **Job Description** Originates mortgage loans in an assigned metropolitan territory. Takes applications, conducts preliminary underwriting reviews, submits loan applications to processing and underwriting for approval. Follows-up to ensure that documents required for processing, underwriting, and closing are secured in a timely manner from appropriate sources. Incumbents are customarily and regularly engaged in making and soliciting loan sales and conducting sales-related activities away from U.S. Bank locations. Incumbents are expected to spend at least 50% of their time conducting their activities away from U.S. Bank locations. This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment. Basic Qualifications - High school diploma or equivalent - Minimum one year of mortgage, sales, real estate, or banking experience - Ability to travel Preferred Skills/Experience - Well-developed sales ability - Basic knowledge of pricing and underwriting requirements of various mortgage insurance companies - Working knowledge of underwriting requirements for FNMA, FHLMC, FHA, VA, local bonding programs, and private investors - Basic knowledge of local, state and national laws (e.g. zoning ordinances, Truth-in Lending, RESPA, energy audit requirements, etc.) - Ability to work independently - Ability to analyze financial information - Excellent verbal and written communication skills If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (****************************************************************************** . **Benefits:** Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours): + Healthcare (medical, dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability and parental leave + 401(k) and employer-funded retirement plan + Paid vacation (from two to five weeks depending on salary grade and tenure) + Up to 11 paid holiday opportunities + Adoption assistance + Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law. **E-Verify** U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program (********************************************************************** . The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $20.00 - $20.00 U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.**

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

WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses consultative sales skills in support of sales and business development activities, meets directly with clients in to assess client needs and present multiple mortgage product solutions, and ethically market and promote the bank's mortgage products as require in growing his/her assigned territory. Regularly and customarily travels to prospective client and referral source locations (away from CNB offices) to perform sales, business development, and related activities; following up by telephone or electronic mail as needed. Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. WHAT WILL YOU DO? * Outside Sales: Originate residential mortgage loans and related bank products and expand network of referral sources. Originations, in large part, are to be sourced through professional relationships (example: realtors, attorneys, CPAs, business managers, nonprofits, trade organizations, financial advisors) that fit within the banks overarching financial and diverse strategy * Calls on clients or their designated representative's and referral sources at their places of business or other locations away from the office to prospect for and originate mortgage loans * Provide sound and ethical loan counseling to all potential applicants. * Act as liaison between Bank and customer during processing and underwriting, as procedures dictate, to ensure timely processing and best in industry customer service * Complete the loan application and related processes with applicants while keeping with Bank policies, procedures and product guidelines and with applicable laws, regulations and accepted business practices. * Forward substantially complete application packages to Processing and Underwriting within a system that adheres to TRID requirements * Develop and/or implement sourcing strategies as required by written goals. * Meeting or exceeding quantitative and qualitative goals as designed by sales management. Pursuing and fulfilling compensation goals within the spirit in which they were designed and with respect to the CNB brand * Stay abreast of sales and business development techniques, product offerings, legal and regulatory requirements and industry and real estate trends. * Acquire and maintain proficiency in the use of the specific software systems utilized by the bank directly and indirectly related to mortgage originations * Attend regularly scheduled sales meetings, training sessions and Bank functions. * Perform other duties as requested or assigned by management, such as special projects within the Residential Lending Division * Foster and maintain active relationships with civic organizations within assigned territories for community service and business development purposes. * Commitment to work of nonprofit organizations and making a positive impact in the community * Increase mortgage loan volume, primarily focusing on underserved communities and low to moderate income consumers and geographies or targeted areas WHAT DO YOU NEED TO SUCCEED? *Required Qualifications** * H.S. Diploma * Minimum 5 years of retail residential mortgage sales experience * Minimum 3 years of mortgage or financial experience as part of a community lending team * Minimum of 5 years of experience with diverse and underserved clients * Must be in good standing under "The Secure and Fair Enforcement for Mortgage Licensing Act of 2008" (Safe Act) and must be registered/licensed with the "Nationwide Mortgage Licensing System and Registry"; or must be able to be registered under the Safe Act; Must remain in good standing under the Safe Act. *Additional Qualifications* * Highly prefer network of professional and nonprofit referral sources * Highly prefer a BA/BS degree with preference for business, finance, or economics degree * Demonstrated superior sales and marketing ability * Consistent written and verbal communication that is professional, thoughtful, clear and effective across all audiences, both inside and outside the bank * Preferred experience with Net Oxygen, Salesforce, Blend, and Microsoft Office suite * Knowledge of mortgage credit policies and current industry compliance standards * Must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a Unique Identifier from the NMLS. * Promote the Bank's CRA efforts, fair and responsible banking goals, and the underserved communities *WHAT'S IN IT FOR YOU?* *Compensation*This is a commission-based role and does not have a set salary range. *Benefits and Perks* At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including: * Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date * Generous 401(k) company matching contribution * Career Development through Tuition Reimbursement and other internal upskilling and training resources * Valued Time Away benefits including vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs * Career Mobility support from a dedicated recruitment team * Colleague Resource Groups to support networking and community engagement Get a more detailed look at our ********************************* ABOUT US Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at ********************************** *INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT* City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. *Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled. Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.