Loan officer jobs in Catalina Foothills, AZ - 285 jobs
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Loan Officer
Cornerstone Capital Bank 3.3
Loan officer job in Tucson, AZ
Who we are:
We honor God by using our talents to make a positive difference in the lives of our Team Members, Clients, Shareholders, Communities, and the People who provide services to us.
What we are looking for:
We're searching for a LoanOfficer who's driven by relationships and results. You're the advisor clients trust to guide them through one of the biggest financial decisions of their lives, and the partner real estate professionals want on their team. You bring energy and expertise to every transaction, and you're motivated by helping people achieve homeownership while building a thriving business of your own.
What you'll do:
You'll be the trusted guide clients and referral partners count on throughout the entire mortgage journey. That means building genuine relationships, understanding what matters most to each borrower, and helping them navigate their options with confidence and clarity. You'll manage every detail from application to closing, set clear expectations, and deliver an exceptional experience at every step. And because this industry never stops evolving, you'll stay sharp on market trends, product updates, and compliance requirements so you're always bringing your best.
What You'll Bring:
Success here comes down to three things: heart, hustle, and a commitment to doing right by people. Here's what that looks like:
Minimum of 2 years of consecutive, recent experience in mortgage loan origination with demonstrated knowledge of the complete loan lifecycle
Active Mortgage Loan Originator (MLO) license in good standing with the NMLS for applicable state(s), or the ability to obtain licensing within 60 days of hire
Proven track record of successful loan origination supported by an established referral network of realtors, builders, and industry professionals
Ability to manage a consistent loan pipeline effectively
Strong analytical capabilities to interpret complex financial data and guide sound lending decisions
Exceptional communication and relationship management skills that build trust and loyalty
Advanced organizational abilities and strategic problem-solving approach
A positive, proactive attitude and a genuine passion for helping others win
What We Offer:
Competitive compensation structure that rewards your production
Comprehensive benefits including medical, dental, vision, and 401(k)
Industry-leading support
Access to hundreds of loan products through dozens of investor sources
Award-winning workplace culture recognized for work-life balance and employee satisfaction
Joint venture opportunities for growth in the builder channel
What to do Next:
If you're reading this and thinking "this is exactly the kind of company I want to build my career with," don't wait. Apply now and let's start a conversation about your future at Cornerstone. We're building something special here, and we're looking for professionals who are ready to grow with us for the long term.
Once you join Cornerstone, we invest in you as a valued member of our team. Our team members will tell you there's something different about working here: a culture of genuine support, innovation, and shared purpose that you'll experience from day one.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
$28k-41k yearly est. 2d ago
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Consumer Loan Underwriter
Peyton Resource Group 3.5
Loan officer job in Phoenix, AZ
Key Responsibilities
Review and underwrite consumer loan and credit card applications using credit reports, income documentation, and other relevant financial data
Assess borrower creditworthiness, ability to repay, and overall risk exposure
Make approval, counteroffer, or decline decisions within assigned authority levels
Ensure underwriting decisions comply with internal credit policy, regulatory requirements, and fair lending standards
Analyze credit bureau data, income verification, debt-to-income ratios, and other risk indicators
Document underwriting decisions clearly and accurately in underwriting systems
Communicate with internal partners to resolve application issues or obtain additional documentation
Identify potential fraud or misrepresentation and escalate concerns as needed
Meet productivity, quality, and turnaround time expectations
Participate in audits, quality reviews, and ongoing training to stay current on policy changes and regulations
Required Qualifications
2+ years of experience underwriting consumer credit products (personal loans, credit cards, or unsecured consumer lending)
Strong knowledge of consumer credit principles, credit scoring, and risk assessment
Experience reviewing credit reports (e.g., FICO), income, and debt calculations
Familiarity with consumer lending regulations (e.g., Fair Lending, ECOA, FCRA, UDAAP)
Strong analytical and decision-making skills
High attention to detail with the ability to manage multiple applications simultaneously
Proficiency with underwriting systems and standard office software
Preferred Qualifications
Experience underwriting across multiple consumer products
Prior experience in a high-volume or fast-paced underwriting environment
Bachelor's degree in Finance, Business, or a related field
Experience working in a regulated financial institution or large bank
$48k-73k yearly est. 4d ago
Commercial Construction Loan Disbursement Specialist - Phoenix (In-Office)
Banktalent HQ
Loan officer job in Phoenix, AZ
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Zions Bancorporation dba National Bank of Arizona in Phoenix is now accepting applications for a Commercial Construction Loan Disbursement Specialist . This is your opportunity to join a great team. We are looking for a dynamic professional who strives to provide excellent customer service. If you have experience working with real estate loans, construction budgets and loan servicing, we want to talk to you!
This position is located on site in Phoenix, AZ.
This is what your day will look like:
Review, analyze and process loan draws for commercial construction projects; evaluate property inspection reports, invoices, lien waivers, and construction budgets to assure they support the amount of funding requested.
Collaborate with Commercial Relationship Management and Loan Closing teams to set up loan budgets that comply with the loan approval.
Work directly with the bank customer to resolve budget, documentation or payout concerns.
Engage with Credit and Loan Administration groups to follow internal disciplines for responsible portfolio management for your assigned portfolio.
Schedule and direct pre-construction discussion with Borrower, Builder, and LoanOfficer when requested.
May administer participation loans, coordinate with participating/lead bank(s).
Ensures loan administration is consistent with loan documents, bank and department policies and procedures.
Prepare payoff quotes and partial lien releases.
Review loans for past due status, insurance coverage, and tickler exceptions.
What you need to bring to the table:
2+ years' experience with commercial real estate loan servicing processes, management of construction loans, loan documentation or other directly related experience.
Good knowledge of loan management processes, financial institution standards and loan documentation.
Must be accurate, detail oriented and able to multi-task.
Must have good problem solving, writing and customer service skills.
Good time management. organizational skills, and able to work with deadlines.
Good communication and relationship building skills.
Solid technical and math skills, especially Excel.
Must be comfortable reading and understanding budgets.
High School Degree or Equivalent. Prefer advanced coursework in accounting, finance, business or similar discipline. A combination of education and experience may meet job requirements.
Benefits:
Medical, Dental and Vision Insurance - START DAY ONE!
Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
Mental health benefits including coaching and therapy sessions
Tuition Reimbursement for qualifying employees
Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$26k-52k yearly est. 2d ago
Loan Officer
Nova Home Loans 4.4
Loan officer job in Tucson, AZ
Core Values
PROVIDE our customers with the best combination of service, rates, and fees. PROMOTE sustainable careers for our employees so that they can be enriched personally and professionally. GIVE BACK to our community. These are the core values of NOVA Home Loans in which we act on employee feedback and implement changes that will make NOVA Home Loans a better place to work and promote a higher level of service to our clients.
Evolving as a LoanOfficer by having...
A High School Diploma or GED is required, with a bachelor's degree in a related field preferred.
Equivalent education and relevant work experience may be considered.
Must hold a valid Loan Originator License and maintain it in good standing.
Requires 2-3 years of experience in a management or supervisory role.
Preferred: 2 years of experience in the mortgage industry.
Preferred: 2 years of experience in a customer service-focused role.
Exciting Opportunities to Grow by...
Deliver exceptional customer service, managing all aspects of the loan process from application to closing, ensuring timely communication, and providing required documentation promptly.
Serve as quality control and compliance supervisor for the team, ensuring adherence to relevant regulations and company procedures.
Oversee team marketing and advertising efforts to grow the client base, including creating or coordinating print ads, public relations initiatives, and product campaigns.
Conduct in-depth industry research on regulatory requirements, market strategies, audience development, and industry trends to support informed decision-making.
Direct and supervise team members, including loanofficer assistants and clerical staff, handling performance appraisals, promotions, and other HR functions.
Exercise sound judgment in loan decisions, ensuring comprehensive knowledge of products, client needs, and regulatory requirements.
Manage each loan from application through to closing, coordinating all client communications and supervising loan personnel.
Gather and analyze client financial information to recommend products that best meet their needs; advise on the benefits and drawbacks of different financial products
Build business relationships and develop referral networks to identify prospective clients.
Guide and pre-qualify potential clients, ensuring accurate application information and advising on loan feasibility and available financial products.
Collect and verify supporting documentation, including credit history, financials, and compliance with all loan terms and guidelines.
Obtain and lock in precise loan terms, communicate these to clients, and review HUD-1 documents for accuracy prior to closing.
Stay current with product offerings, underwriting guidelines, market trends, and emerging loan and financial products.
Ensure full compliance with all mortgage lending laws, rules, and regulations.
Lead recruitment, onboarding, and training efforts in collaboration with Human Resources.
Provide input on hiring, advancement, disciplinary actions, and promotions for team members.
Perform tasks that support NOVA's management and business operations.
Complete additional responsibilities as assigned.
Show us your growth with...
Leadership and influencing skills, strong ability to partner and work in a collaborative team environment.
Strong client service orientation, ability to work independently and as part of a team, excellent organizational skills, and excellent oral and written communication skills.
Knowledge of, and strict compliance with, all applicable federal, state, and local laws, rules, and regulations regarding all types of mortgage loans.
Able to maintain high level of confidentiality regarding private, trade secret and/or proprietary information.
Knowledge and understanding of computer software programs such as Microsoft Word, Excel, and Outlook as well as mortgage tracking software.
Excellent responsiveness to customers and Nova personnel.
Benefits Offered...
NOVA benefits to full-time employees include Employee Discount, Paid Time off, Health/Dental/Vision/Life/Disability Insurance, 401(k) with an employer match, Health Savings Account with employer contribution, and an Employee Assistance Program
NOVA is an equal opportunity employer, substance-free workplace, and complies with the Americans with Disability Act regulations as applicable.
All applicants are considered for all positions without regard to race, religion, color, sex, gender, sexual orientation, pregnancy, age, national origin, ancestry, physical/mental disability, medical condition, military/veteran status, genetic information, marital status, ethnicity, alienage, or any other protected classification, in accordance with applicable federal, state, and local laws. Equal access to programs, services, and employment is available to all qualified persons. Those applicants requiring accommodation to complete the application and/or interview process should contact the Human Resources department at NOVA Home Loans.
$30k-46k yearly est. 11d ago
Loan Officer
Caliver Beach Mortgage
Loan officer job in Tucson, AZ
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
LoanOfficer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
Job DescriptionSalary:
Are you someone who thrives in a fast-paced environment, excels in customer service, and has a knack for structuring deals? If you've been longing for an inbound sales role where you can truly make a difference, we have the perfect opportunity for you!
About the Role: As an Inside LoanOfficer at CMS Mortgage, you'll be the first point of contact for our clients, focusing primarily on inbound sales. You won't be chasing leads; instead, you'll be the linchpin in our operations, structuring deals, and ensuring our clients have a seamless experience. This role is reminiscent of a call center position but without the aggressive sales tactics. If you've previously worked in a refinance/retail lender setting, taking calls all day, and structuring deals, you'll feel right at home here.
Key Responsibilities:
Inbound Sales: Handle incoming client inquiries, understand their needs, and structure deals accordingly.
Database Mining: Dive deep into our database to identify potential deals and opportunities for growth.
Collaboration: Work closely with Outside LoanOfficers who cultivate relationships, ensuring a cohesive and efficient process.
Client Interaction: Engage with clients, answer their queries, and ensure they have a positive experience from start to finish.
Skills Needed:
Customer Service: Ability to understand and cater to client needs, ensuring their satisfaction.
High Capacity: Manage multiple tasks and clients simultaneously without compromising on quality.
Fast Paced: Thrive in a dynamic environment, adapting quickly to changing client needs and company requirements.
Why Join CMS Mortgage?
Competitive salary and benefits.
Opportunity to be part of a team that values your skills and contribution.
Continuous learning and development opportunities.
Work in a supportive and collaborative environment.
If you're someone who loves the thrill of closing a deal, enjoys working with clients, and has experience in a fast-paced inbound sales role, we want to hear from you!
For any further questions or clarifications about the role, feel free to reach out.
$31k-48k yearly est. 15d ago
Inside Loan Originator (On-Site)
Crosscountry Mortgage 4.1
Loan officer job in Scottsdale, AZ
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 Inside Loan Originator is responsible for converting inbound premium leads into loans by promoting CrossCountry Mortgage, LLC's (“CCM”) competitive mortgage products, services, and programs, consulting with customers about their current and future needs to help them achieve their financing needs, collecting and reviewing all needed supporting loan documentation, and maintaining minimum standards for production and quality.
Job Responsibilities:
Establish a presence for CCM, including but not limited to, converting in-coming 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.
Learn various borrowing programs and processes and stay current with changes and new products.
Learn and utilize various in-house technical systems and programs.
Comply with all applicable federal and state compliance guidelines relative to the position.
Qualifications and Skills:
A minimum of 2 years of origination experience in a consumer direct or call center environment.
NMLS License under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”) *
Experience converting leads and in-bound calls.
Experience collecting and analyzing borrower income and negotiating skills.
Good knowledge of retail product philosophy, policy, underwriting, procedures, documentation and systems.
Analytical skills necessary to evaluate credit requests and determine trends in each marketplace.
Advanced communication skills, and the ability to work with a wide range of constituencies in a diverse community.
Encompass experience, a plus.
Proficiency in standardized software applications, including Microsoft Office Suite (i.e. Word, Excel, PowerPoint and Outlook).
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.
Employment is contingent upon successful completion of a background investigation.
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 ***************************
$34k-50k yearly est. Auto-Apply 60d+ ago
Commercial Loan Officer
Mrinetwork Jobs 4.5
Loan officer job in Tucson, AZ
Job DescriptionActively seeking an experienced commercial lender to join a team of successful professionals who will collectively develop creative financing solutions to resolve complex and often unique issues for local businesses with revenues $5-150MM.
The successful candidate will solicit the sale of bank services to businesses. Other duties and responsibilities include collecting and analyzing financial data to determine the creditworthiness of the prospect.
Provide secured financing solutions in support of working capital growth, acquisitions and debt restructuring for your new and existing clients with the goal of generating income and enhancing the Bank's overall profitability. With the assistance of the credit team, you will establish and negotiate terms under which credit will be extended, including costs, repayment method and collateral requirements.
Prospecting and maintaining dialogues with sponsor groups, financial intermediaries, businesses, accountants, attorneys and other centers of influence. Develop and maintain a direct calling database of prospects.Job Requirements
5+ years of commercial lending experience
Bachelor's degree: Finance, Accounting, Economics, Marketing (preferred)
Strong understanding of commercial depository services
Excellent credit skills and general familiarity with commercial documentation
Established book of business required
For further consideration towards this and/or other opportunities please inquire confidentially to ********************* or call ************. All inquiries held in strict confidence. Thank you for your interest.
$53k-65k yearly est. 6d ago
Real Estate Loan Center Originator I
Global Credit Union 3.6
Loan officer job in Glendale, AZ
Reports to: Real Estate Loan Center Manager
Functions Supervised: None
Primary Functions: Originate real estate loans.
Duties and Responsibilities:
Ensure members are provided timely and accurate information on the credit union's real estate loan programs, handle member inquires related to real estate or mortgage loans.
Answer all in-coming calls as necessary pertaining to real estate and mortgage lending. Provide back-up in the telephone queue.
Maintain current in-depth knowledge of real estate lending regulations, policies and guidelines. Maintain current general knowledge of mortgage lending regulations, policies and guidelines.
Originate applications for in-house real estate loans.
Manage a pipeline of up to 15 active loans, closing 5-7 loans per month. Consideration will be given to the market conditions in slower seasons and minimum pipeline and closed loan requirements may be adjusted downward at management's discretion.
On approved files, work closely with the real estate loan processor throughout the loan origination and approval process to clear loan conditions in a timely manner, ensuring a smooth and efficient closing experience for the member.
Act as primary contact for borrowers for communicating loan decisions and states updates.
On declined files, advise the borrower of the decline and issue refunds, returning documentation as necessary.
Promote Global Credit Union real estate programs and cross-sell credit union services.
Perform other duties as assigned.
Qualifications
Education: High school diploma or equivalent, with advanced industry courses in real estate lending.
Creditable Experience in Lieu of Education: One year responsible real estate lending experience or one year experience in comparable member service position. Advanced industry courses in real estate lending recommended.
Experience/Skills: Good written and verbal communication skills with attention to detail. A thorough knowledge of all aspects of real estate lending including all applicable laws and regulations.
Tenure: Real Estate Loan Center Originator II (Category 12) requires 12 months in the Real Estate Loan Center Originator I (Category 13) position with performance that meets or exceeds expectations. Directly related work experience and/or accelerated training completion may be substituted for tenure.
Compensation
Salary Pay Range:
Real Estate Loan Center Originator I (Category 13): $49,284 - $73,391 annually
Real Estate Loan Center Originator II (Category 12): $53,226 - $81,405 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
$53.2k-81.4k yearly Auto-Apply 16d ago
Ignite - Junior Loan Officer
Independence Home Loans 4.5
Loan officer job in Scottsdale, AZ
Full-time Description
Start Hungry. Grow Relentless.
You don't need decades of experience; you need drive. We're looking for entry-level LoanOfficers who are ready to learn fast, hustle hard, and grow into top-tier closers. If you've got the energy, we've got the training, leads, and support to turn you into a mortgage powerhouse.
This is your launchpad. We pay for leads. You bring the ambition.
What You'll Do:
Connect with warm, qualified leads no cold calling
Learn how to assess borrower needs and match them with the right loan product
Build your pipeline and manage loan files from start to finish
Work closely with senior loanofficers, processors, and underwriters
Deliver exceptional service while learning the ins and outs of mortgage lending
Stay sharp on industry trends, compliance, and best practices
What You'll Learn:
Loan origination systems and documentation
Mortgage products, underwriting guidelines, and regulatory compliance
Sales techniques, pipeline management, and client communication
How to close deals and build long-term client relationships
The mindset and habits of top performers in the industry
Requirements
What You Bring:
A hunger to learn and grow - no mortgage experience required
Strong communication skills and a client-first attitude
Ability to stay organized and manage multiple tasks
Confidence, coachability, and a competitive spirit
High school diploma required; college degree preferred
Must be willing and able to obtain mortgage licensing (we'll help you get there)
Why You'll Love It Here:
Paid leads we invest in your success
Structured training learn from the best in the business
Fast-track growth clear path to senior roles and higher commissions
Supportive culture mentorship, collaboration, and celebration
Big energy we work hard, win big, and have fun doing it
This Is More Than a Job. It's Your Breakthrough.
If you're ready to bet on yourself, build a career, and join a team that's all gas, no brakes - apply now.
Apply Today. Let's Build Something Big.
$29k-37k yearly est. 60d+ ago
Loan Originator NE - North Scottsdale AZ
Primelending 4.4
Loan officer job in Scottsdale, AZ
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.
Responsibilities
Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances.
Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required.
Markets and promotes PrimeLending's financial products;
Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set.
Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers.
Collects and analyzes information regarding the customer's income, assets, investments or debts.
Advises the customer regarding the advantages and disadvantages of different loan products.
Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information.
Oversees the loan process by monitoring loan status and ensures conformity with terms.
Communicates loan status to all interested parties, and obtains loan documentation after closing.
Presents terms and conditions of loans with customers.
Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages.
Maintains a professional image and adheres to standards consistent with company policies and procedures.
May supervise and direct the activities of other loanofficer(s), loanofficer assistant(s), or loan processor(s).
Other duties as assigned.
Qualifications
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.
$27k-42k yearly est. Auto-Apply 60d+ ago
Loan Originator
Mission Loans
Loan officer job in Phoenix, AZ
Our customer-centric team is changing the home lending game with fierce loyalty and a dedication to delivering an extraordinary home loan experience. We empower our team members by engaging and immersing them in a fun, positive, and energetic atmosphere that places emphasis on the customer experience above all else. If you love coming to work every day and winning, hold yourself to high goals and standards, subscribe to a no drama workplace and live to serve your customers as much as each other…we want you on our team.
Mission Loans is seeking experienced mortgage professionals who thrive in a fast-paced environment without losing focus on quality of work and delivering an exceptional customer experience. As a Lending Officer, your primary mission is to deliver a best-in-class customer experience by helping customers assess their financial situation, select the best loan product and guiding them through the mortgage loan process to lead to on-time closings.
PRIMARY DUTIES & RESPONSIBILITIES:
Deliver a best-in-class customer experience to all customers
Contact customers through inbound and outbound calls via company provided leads and marketing resources
Assess customer needs and financial situation and structure loan offers to help guide the customer to select the best loan product for them
Accurately input borrower information for a complete loan application and continue to maintain an accurate borrower profile within the CRM &/or LOS throughout the loan transaction
Collect borrower qualification documentation and review to verify that supporting documentation matches the application to ensure a complete loan submission to processing
Communicate clearly, frequently and effectively with borrowers to seamlessly guide them through the loan process
Partner with customer relationship managers to resolve problems, qualification issues or conditions throughout production and fulfillment process
Operate with a goal to meet and exceed customer expectations
Operate in a manner that promotes loan quality and compliance with lending laws
Maintain loan production and quality performance at or above required goals
SKILLS & ABILITIES:
Subscribe to a no drama workplace
Subscribe to the mission of creating a truly customer and team member centric environment
Love to come into work every day and win
Strong phone skills, easily building rapport and connection with customers
Highly motivated, enthusiastic, self-starter with ability to work as a team player
Excellent written and verbal communication skills
Strong problem solving and creative thinking skills
Ability to work in a fast-paced, multi-tasking environment and manage to multiple deadlines
Strong organization, follow through and time management skills
Excellent attention to detail with commitment to accuracy and quality
Ability to learn and adapt to guideline changes
Flexibility to work up to 50 hours per week which may include some weekend hours
QUALIFICATIONS & EXPERIENCE
Licensed Loan Originator compliant with NMLS SAFE Act and actively hold 3 or more licenses
2-3 years of sales experience in high volume call center
Ability to correctly and accurately structure and price loans
Extensive knowledge in the following loan programs/products: conventional, FHA, VA, refinance and purchase (a plus - Jumbo, Non-QM)
Basic proficiency in Microsoft Office products (Excel, Word)
Experience with Empower, a plus
Bilingual (read, write, speak) in Spanish, a plus
Other Duties: This position profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may be asked to perform additional related duties, as assigned, in order to meet the needs of the organization.
Compensation: Average performers earn between $120,000 and $200,000 annually!
Location: Remote
Mission Loans, LLC. is proud to be an Equal Opportunity Employer. Mission Loans does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law.
Notice to Agencies: Mission Loans, LLC. (the "Company") has an internal recruiting department. Mission Loans, LLC may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters ("Agency"). Agencies are hereby specifically directed NOT to contact Mission Loans, LLC. employees directly in an attempt to present candidates. The Company's policy is for the internal recruiting team or other authorized personnel to present ALL candidates to hiring managers. Any unsolicited resumes sent to Mission Loans, LLC. from a third party, such as an Agency, including unsolicited resumes sent to a Company mailing address, fax machine, or email address, directly to Company employees, or to the resume database, will be considered Company property. Mission Loans, LLC. will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Mission Loans, LLC. will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.
#LI-CP1
$31k-44k yearly est. Auto-Apply 60d+ ago
Loan Originator - Entry Level (Scottsdale, AZ)
NNN Properties
Loan officer job in Scottsdale, AZ
About the Job:
SURMOUNT Capital Markets (formerly NNN Pro), is a full-service real estate advisory firm with four main business verticals: the leading Net Lease Investment Sales team in the country, Capital Markets, Lease Advisory, & Development.
The recently formed Capital Markets team is seeking a motivated and dynamic Loan Originator to join the team and contribute to driving the firm's success in the capital markets space.
Key Responsibilities:
· Cultivate and build relationships with potential borrowers, investors, capital sources and strategic partners.
· Originate and structure commercial real estate loans tailored to client needs while aligning with company objectives.
· Maintain a robust deal pipeline and consistently achieve or exceed performance targets.
· Stay informed on market trends, financial regulations, and lending best practices to enhance offerings.
Desired Qualifications:
· Comfortable with cold calls and client outreach
· Understanding of real estate fundamentals
· Effective oral and written communication skills
· Outstanding quantitative and analytical skills
· Motivated self-starter with effective time management skills and strong attention to detail
· A desire to work within a fast-paced, collaborative and entrepreneurial environment
· A recent college graduate with 0-6 months of real estate experience
$31k-44k yearly est. 60d+ ago
Entry Level - Junior Loan Officer
Loan Simple 3.7
Loan officer job in Chandler, AZ
Job description:
Launch Your Career in Mortgage Finance with Loan Simple's P.A.T.H. Program
Are you ambitious, motivated, and hungry for a career that rewards hustle with six-figure potential?
Do you want to help everyday people achieve the American dream of homeownership - while creating your own path to financial freedom and personal growth?
If that sounds like you, your future starts here.
Welcome to the P.A.T.H. - Your Professional Advancement Training & Honors Program
At Loan Simple, we don't just offer jobs - we build careers. Our Junior LoanOfficer P.A.T.H. program is a fully paid, hands-on apprenticeship designed to turn high-potential individuals into licensed LoanOfficers ready to thrive in one of the most rewarding industries in the country.
In just 3-4 months, you'll go from apprentice to licensed professional, supported every step of the way with world-class training, real-world experience, and personalized coaching.
What You'll Do:
Field sales calls and help future homeowners take their first step
Learn the ins and outs of mortgage finance while earning a paycheck
Build rapport, ask the right questions, and deliver trusted service
Train for your license - we pay for your course and fees
Earn promotions and income increases at each milestone
Graduate to a full LoanOfficer role - with uncapped earning potential
What is a LoanOfficer?
A LoanOfficer is a licensed financial expert who helps people secure the ideal home financing based on their needs. You'll learn how to:
Understand credit and loan programs
Navigate federal and state lending guidelines
Offer real solutions that build real wealth for your clients
Why Join Loan Simple?
Founded in 1997, Loan Simple is a national, forward-thinking mortgage lender built to grow - and help you grow with us. We combine the energy of a high-performance sales culture with deep expertise, exceptional tech, and unwavering support.
The Perks:
Paid training and licensing (we cover all costs)
Coaching, mentorship, and skill workshops
Amazing culture and high-performance team environment
Career advancement from day one
Medical, dental, vision, 401K, FSA
Growth. Leadership. Legacy-building.
What You Bring:
Sales or customer service experience (retail, hospitality, service industry, etc.)
Competitive spirit and relentless drive to succeed
A self-starter mindset and hunger to learn
Strong communicator and team player
Integrity and work ethic above all
Ask Yourself: Are you ready to launch your career?
If the answer is yes-don't wait. We're growing fast, and spots are limited.
$31k-42k yearly est. 60d+ ago
Mortgage Loan Originator
Das Acquisiton Company
Loan officer job in Tucson, AZ
Who We Are
At DAS Acquisition Company, LLC. (USA Mortgage), our mission is the unrelenting pursuit of perfection. We pride ourselves on the superior level of service that our status as a mortgage lender enables us to provide. Since 2001, we have been recognized as a top-choice residential lender in the St. Louis metropolitan area by the St. Louis Business Journal. Our ongoing success is driven by our strategy to deliver our clients a level of service unrivaled in the mortgage industry. We recognize that people are our competitive advantage, which is why we put so much emphasis ensuring that DAS Acquisition Company, LLC. is a great place to work!
What You'll Do
Our Mortgage Loan Originators make an impact on our clients' lives each day by helping them make strong financial decisions to achieve their personal and financial goals. Our mortgage professionals, carefully chosen from among the top in our industry, are our greatest asset. Many of these individuals are considered leaders in our field - we rely on their talent to keep us on the cutting-edge of industry trends, which allows us to constantly open doors as a mortgage industry leader. Our service-oriented attitude coupled with our unique and energetic atmosphere makes the home financing process what it should be - an exciting and rewarding experience!
Responsibilities
Provide every client the best service in the industry
Market and solicit residential loan business, ensuring all phases of the loan process are performed in accordance with company and regulatory guidelines
Advise and educate clients on the home-buying or refinancing process and how to better manage their mortgages
Own and build your business within USA Mortgage with the support of our team
Requirements
2 to 4-year college curriculum preferred, or equivalent industry experience
Ability to work in a fast-paced, challenging sales environment
Encompass experience or equivalent
Basic computer skills
Knowledge of various residential mortgage loan products
Demonstrated ability to work both independently and as a team player
Passion, great communication skills, self-motivation, positive attitude, and competitive spirit
MLO approved license in NMLS
Compensation
· State Minimum Hourly - Recoverable
· Commissions on personal production
· Voluntary: Medical, dental, vision, HSA, FSA, Short-Term Disability, Voluntary Life Insurance, CHUBB Supplemental Insurance, Pet Insurance, 401K
· Company Paid: Long-Term Disability, Group Life Insurance, Employee Assistant Program (EAP), 401K Match, Employee Stock Ownership Plan (ESOP)
Salary Description Min Wage (recoverable), commission eligible
$29k-48k yearly est. 50d ago
Loan Originator - PRESCOTT VALLEY
Wallick & Volk 3.9
Loan officer job in Prescott Valley, AZ
Mortgage Loan Originator
Wallick & Volk Mortgage Bankers, recently ranked by Mortgage Executive Magazine in their "50 Best Companies to Work For," is seeking a professional, self-motivated Loan Originator that is looking to take their career to the next level by joining our industry-leading team.
How our team differentiates from the rest of the industry:
Closing loans in 30 days or less, never miss another COE.
We specialize in helping double and triple the number of families you can help achieve homeownership by providing cutting-edge products and services to keep you at the forefront of the industry.
Work alongside industry leaders, including many of the top 1% of mortgage originators in the U.S. We pride ourselves on having a company of loan originators, by loan originators, and for loan originators.
We are a team of entrepreneurs and believe that there are many ways to succeed. We have a "not one size fits all" method of operation.
We have been constantly evolving and growing since 1932. Our amazing track record speaks for itself, but our vision and focus are on the future. Join us and become an essential member of our teams continued success.
Our platform promotes high earning opportunities and benefits including an opportunity to distinguish yourself as a Presidents club member based on your personal production, which includes a company-paid trip
Qualifications
Required license or certification:
National (NMLS) and applicable state licenses
About Wallick & Volk:
Wallick & Volk is the oldest privately held mortgage company in the United States. We have been successfully developing our corporate platform since 1932. This platform is built upon an understanding of our staff's values and their commitment to supporting their community. This is what differentiates us from our competitors - we don't merely offer mortgages; we offer consumer education that helps people realize their dreams. Our employees are an essential part of that education.
$31k-43k yearly est. 11d ago
Loan Disbursement Specialist
California Bank & Trust 4.4
Loan officer job in Phoenix, AZ
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah.
The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department.
The Disbursement Specialist will:
* Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget.
* Prepare payoff quotes, credit bids, default letters and loan modifications.
* Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested.
* Administer participation loans, coordinate with participating/lead bank(s).
* Order, input, and review inspection reports.
* Updates and maintains various reports and ticklers for loan maintenance.
* Assists with and may serve as liaison with lenders, loan administration, and outside vendors.
* Monitor and may process interest rate changes.
* Review loans for past due status, insurance coverage, tickler exceptions, etc.
* Ensure loan administration is consistent with loan documents, bank and department policies and procedures.
* Other duties as assigned.
Requirements:
* Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience.
* Basic knowledge of lending disbursement processes, procedures and loan documentation.
* Basic knowledge of standard construction budget and loan servicing practices and techniques.
* Must have good audit, problem solving, data entry and customer service skills.
* Ability to review and process data per loan documentation.
* Good time management and organizational skills.
* Must be accurate, detail oriented and able to multi-task.
* Good communication skills, both verbal and written.
* Basic knowledge of computer software programs such as word, excel, etc.
* Requires High School Degree or Equivalent
* A combination of education and experience may meet job requirements.
Location:
This position is 5 days in-office and can be filled at our downtown office in any of the following locations:
* Phoenix, AZ
* Irvine, CA
* Houston, TX
* Salt Lake City, UT
Pay range (depending on location and experience): $19-32/hr
Benefits:
* Medical, Dental and Vision Insurance - START DAY ONE!
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
* Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
* Mental health benefits including coaching and therapy sessions
* Tuition Reimbursement for qualifying employees
* Employee Ambassador preferred banking products
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$19-32 hourly 5d ago
Consumer Direct Junior Loan Officer
The Federal Savings Bank
Loan officer job in Scottsdale, AZ
Full-time Description
The Federal Savings Bank is a dynamic, rapidly growing, and veteran-owned and operated bank. As we continue to grow in the ever-evolving mortgage industry, we are seeking driven, enthusiastic individuals to grow with us as a Consumer Direct Junior LoanOfficer for our Scottsdale, AZ sales team. With on-the-job training from our most prosperous and experienced sales professionals, we will provide the tools and resources you need to thrive and succeed in the mortgage industry!
What to Expect
Execute our best in class training plan to achieve success from day one
Utilizing a Five9 dialer to make outbound phone calls to warm leads
Support a top producing Senior Vice President with lead generation and follow up
Learn and apply critical sales techniques through hands-on sales coaching from the BEST training team in the mortgage industry!
Managing leads in our CRM
Provide fantastic customer service to clients
Consistently exceed borrower expectations. Always giving "Wow" service!
What We Offer
As a federally chartered bank with the ability to lend in all 50 states
Unlimited access to portfolio loan products and a billion-dollar database
Top of the line software with tools and resources to help you succeed
Mass texting
Opportunity for growth and career advancement
Requirements
High school diploma or GED required
Professionals from the following fields have proven to be highly successful for this role: debt consolidation, insurance sales, time shares, and auto sales
As one of the top VA lenders, Veterans are encouraged to apply!
Benefits
Comprehensive Health, Dental, and Vision insurance plans available which include company paid life insurance and competitive FSAs
Company sponsored Employee Assistance programs for financial planning, emotional support, legal guidance, and work-life solutions
401k with partial company match
Employee appreciation events and employee recognition
Ongoing mentorship from senior team members and banker trainings
A true team culture working towards one common goal of helping homebuyers finance their dream home
If you are looking for a career in the mortgage industry that offers consistency and stability in compensation, vast opportunities for growth and development, and a team that supports and invests in your professional success, apply today!
For more information please contact:
REILLY TILLMAN BRUCE,
Business Development Partner
Phone: **************
Email: **********************************
The Federal Savings Bank is an
equal opportunity employer
. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.
$26k-34k yearly est. Easy Apply 60d+ ago
Commercial Loan Processor
Tucson Federal Credit Union 3.8
Loan officer job in Tucson, AZ
JOB TITLE: Commercial Loan Processor
REPORTS TO: Vice President of Business Services
SUPERVISES: None
EXEMPTION STATUS: Non-exempt
PRIMARY FUNCTION: Manage and coordinate the documentation, verification and administrative steps required to process commercial loan applications from submission through approval and closing.
**Starting Hourly Rate: $22.00**
ESSENTIAL FUNCTIONS:
Complete regulatory due diligence to validate information required for documentation; obtain and/or conduct a thorough review of corporate and collateral documentation including but not limited to certificates of existence, flood determination, UCC searches, appraisals, lien searches, title searches/commitment to check for accuracy, completeness and compliance with loan approval guidelines and internal policies.
Manage Originator's pipeline, track active loans, data entry.
Review approved credit memos to understand the type and structure of the loan in order to correctly identify the necessary loan documents to ensure accurate funding under the appropriate collateral code.
Ensure final title policy is received and reviewed for accuracy.
Manage insurance, UCC and property tracking.
Create SBA loan files in third party SharePoint software for loan boarding.
Request status updates from preapprovals.
Provide support in the collection and preparation of submitting loan applications with backing documentation to processing.
Quote rates and price loans according to operation recommendations.
OTHER DUTIES/RESPONSIBILITIES:
Open accounts.
Prepare an initial fee worksheet.
Establish and maintain filing and record keeping procedures.
Set up ACH/Auto transfer file maintenance.
Provide any necessary assistance through production and underwriting process.
Complete CUBG service and document request forms, SBA 1919 forms and 4506C forms.
Prepare and fax payoff quotes, close credit lines per member request, post payoff checks.
Audit all funded Commercial loans.
Send miscellaneous documents via AdobeSign (member apps, auto transfer forms).
Attend Commercial lending training sessions.
Assist with audits/exams.
Assist with project testing, training and support.
Gain and retain a high-level knowledge of all TFCU products, policies and procedures.
Adhere to TFCU's attendance and punctuality policy.
Maintain a professional businesslike appearance in accordance with TFCU's dress code policy.
Engage in behavior that aligns with the credit union's cultural beliefs.
KNOWLEDGE, SKILLS AND ABILITIES:
Education: High school diploma or its equivalent preferred.
Experience: Two (2) years of financial institution experience required.
One (1) year business servicing experience preferred.
Qualifications:
Ability to gain and retain a familiarity of Lending policies and procedures.
Outstanding time management skills. Ability to prioritize workflow and accurately complete multiple tasks.
Strong written and verbal communication skills.
Knowledge of Microsoft suite of software including Word and Excel.
Strong attention to detail and accuracy.
Problem-solving and researching abilities to service accounts.
Ability to exercise judgment and initiative in dealing with members and member complaints.
Availability: Monday through Friday as scheduled.
PHYSICAL DEMANDS:
Sit, stand, walk and bend: While performing the duties of this job, this position is regularly required to sit, stand and walk about inside the Corporate Office.
Use of hands/fingers: To operate a computer, keyboard, mouse and other office machinery such as but not limited to; a calculator, copy machine and printer. Additionally, this position is frequently required to sit and reach with hands and arms.
Speech/hearing: This position frequently communicates via phone and in person. Must be able to talk to/hear members and staff.
s are not intended and should not be construed to be exhaustive lists of all responsibilities, skills, efforts, and working conditions associated with a job. They are intended to be accurate reflections of those principal job elements essential for making fair pay decisions about the value of the job. This job description does not create or constitute the terms of a contract of employment, commitment, or guarantee of employment. TFCU is an "employment at will employer."
$22 hourly 12d ago
Member Loan Specialist
Credit Union West 3.6
Loan officer job in Phoenix, AZ
Credit Union West has been named a ‘Top Company to Work for in Arizona' for the 12th year in a row (2013-2024)! This prestigious award announced by BestCompaniesAZ is earned by achieving stellar marks in a comprehensive workplace survey, where employees are asked to rate and share feedback including culture, leadership and overall satisfaction.
Credit Union West continuously looks for ways to improve employee satisfaction and experience. In addition to high paying wages, Credit Union West also offers the following:
Full-time employees receive 100% paid health, dental & vision insurance
Earn incentives up to 15%, depending on position
401K plan with employer matching funds up to 5%
Profit Sharing
Tuition reimbursement
Gym membership reimbursement
Paid time off for holidays, vacation, and sick days
Credit Union West membership and discounts
Be part of our award-winning team!
POSITION SUMMARY
Enhances the quality of life for our members by embracing the organization's mission and core values. This frontline, member-facing position will provide an industry leading member service experience. Provides consultative conversations and sound financial advice for our members through the development and expansion of new and existing relationships. This universal sales position supports opening of consumer and business new accounts, account maintenance and consumer personal and home equity loan applications and funding. All duties will primarily be performed at the individuals home branch. However, they must also be prepared to provide onsite support to other branch locations as needed.
ESSENTIAL FUNCTIONS & RESPONSIBILITIES
• Sales and Service - Consistently demonstrates behaviors that reflect the mission, core values and service standards of the Credit Union. Meets or exceeds sales and production objectives by handling member requests, identifying needs and making recommendations. Responsible for application processing, funding of consumer loans including personal, credit cards, auto, and home equity, as well as submitting qualified department referrals. Solicits a variety of peace-of-mind ancillary products associated with loans. Accurately completes loan and title documents. Participates in outbound calling campaigns as needed.
• New Account and Member Maintenance - Opens, maintains, and closes a wide variety of membership accounts such as: savings, checking, certificate, and retirement accounts. Opens specialty accounts such as Business, Trust and Estate. Provides members and team members with proactive and timely follow up. Assists members with a wide range of services such as online banking, direct deposit, automatic transfers, and account maintenance. Assists members through digital channels such as phone, and email, ensuring professional communication through all channels. Encourages adoption of digital services. Completes teller transactions as needed.
• Resource and Branch Support - Provides subject matter expert resources to branch team and acts as a lead in the absence of a manager to de-escalate member concerns. Uses good judgment to provide overrides within permission authority. Ensures compliance and security protocols are adhered to and keeps manager apprised of concerns. Demonstrates knowledge retention of policy and procedures. Completes auditing, cash ordering and vault related responsibilities as assigned. Completes teller transactions as needed.
• Performs other duties as assigned.
QUALIFICATIONS & REQUIREMENTS
EDUCATION: A high school diploma or G.E.D.
EXPERIENCE: A minimum of 3-5 years of lending experience in a financial institution required. Ability to work shifts between the hours of Monday - Saturday 8am to 6pm. NMLS required. Bilingual preferred.
SKILLS & COMPETENCIES
• Live the mission, vision, and core values of the credit union.
• Able to communicate effectively and tactfully with employees and members both orally and in writing.
• Demonstrate critical thinking and being self-reliant to better analyze and solve problems.
• Effective time management and organizational skills. Ability to multi-task and be agile to serve members and employees.
• Maintain working knowledge of Microsoft Office, SharePoint, and collaborative tools (Teams and Zoom).
• Thorough knowledge and understanding of organization's Employee Handbook and policies.
• Must demonstrate functional knowledge of the Bank Secrecy Act in addition to other Federal laws, including but not limited to U.S. Patriot Act, Office of Foreign Assets & Control, Anti-Money Laundering, Right to Financial Privacy Act, and the Bank Bribery Act.
How much does a loan officer earn in Catalina Foothills, AZ?
The average loan officer in Catalina Foothills, AZ earns between $26,000 and $58,000 annually. This compares to the national average loan officer range of $30,000 to $69,000.
Average loan officer salary in Catalina Foothills, AZ