Loan officer jobs in Danville, CA

Wealthfront is seeking a licensed mortgage loan originator to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilties Build rapport with clients to ensure we are identifying the solution that meets their needs. Build rapport with buyer and seller agents to increase company market presence and ensure we are meeting local market demands and nuances Use technology to guide clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information. Provide exceptional client service while advising on the purchase or refinance process. Respond to potential inquiries from company-generated prospects. Achieve or exceed sales goals and objectives. Work closely with operations, compliance and technology teams to optimize the loan application and workflow. Ensure that all loans originate in full compliance with federal and state regulations. Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work. Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA. Deep understanding of mortgage loan products and underwriting guidelines. Self-driven with the ability to work independently and collaboratively. Excellent organizational skills, able to set and meet deadlines in a high paced environment. Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization. Intellectually curious and interested in applying technology to enhance business processes. Prior experience in wholesale and/or correspondent channels Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years of mortgage origination experience Mortgage Loan Originator License Strong knowledge of Conventional Conforming and Jumbo guidelines Solid understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $81,000 - $90,000 plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

Job DescriptionAbout SAIGroup SAIGroup is a private investment firm that has committed $1 billion to incubate and scale revolutionary AI-powered enterprise software application companies. Our portfolio, a testament to our success, comprises rapidly growing AI companies that collectively cater to over 2,000+ major global customers, approaching $800 million in annual revenue, and employing a global workforce of over 4,000 individuals. SAIGroup invests in new ventures based on breakthrough AI-based products that have the potential to disrupt existing enterprise software markets. SAIGroup's latest investment, JazzX AI, is a pioneering technology company on a mission to shape the future of work through an AGI platform purpose-built for the enterprise. JazzX AI is not just building another AI tool-it's reimagining business processes from the ground up, enabling seamless collaboration between humans and intelligent systems. The result is a dramatic leap in productivity, efficiency, and decision velocity, empowering enterprises to become pacesetters who lead their industries and set new benchmarks for innovation and excellence. Role Overview As a Residential Mortgage Loan Officer (SME) Consultant at JazzX AI, you'll bring firsthand expertise in U.S. residential mortgage origination, borrower qualification, and loan-officer workflows to help train and validate advanced AI systems. You'll collaborate closely with product managers, data scientists, and engineers to translate real-world origination logic and borrower-interaction scenarios into scalable AI workflows and decisioning frameworks. This is a contract role ideal for a current or former loan officer, branch manager, or origination technology lead who's passionate about shaping the future of mortgage lending through automation and AI. Key Responsibilities Represent the loan-officer perspective across the end-to-end mortgage process: borrower engagement, application intake, pricing, underwriting collaboration, closing, and post-close. Map, analyze, and document detailed origination workflows and borrower journeys, identifying key decision points, exception paths, and automation opportunities. Partner with product & engineering to design, evaluate, and refine AI-powered POS and workflow tools, using your expertise with systems such as Blend, SimpleNexus, Encompass, or similar. Validate AI outputs - including borrower eligibility, loan-program recommendations, pricing accuracy, and compliance - through manual review and structured feedback. Lead knowledge-sharing sessions and create playbooks to help the engineering team deeply understand LO operations, borrower behavior, and system constraints. Required Qualifications 5-10+ years of experience as a residential mortgage loan officer or loan officer manager within the U.S. market. Hands-on experience with modern origination systems, LOS, or POS platforms (e.g., Encompass, Blend, SimpleNexus, or similar). Deep understanding of borrower qualification, income and asset documentation, AUS workflows, and loan structuring. Strong analytical and communication skills with the ability to clearly explain lending logic and business workflows to non-mortgage experts. Comfortable working in an agile, fast-moving, and cross-functional product environment. Preferred Qualifications Experience managing or mentoring a loan officer team or overseeing origination operations. Prior involvement in designing, configuring, or launching a mortgage POS or LOS. Familiarity with secondary-market processes (e.g., investor delivery, lock desk, QC). Exposure to compliance and disclosure workflows (e.g., TRID, RESPA, HMDA). Why Join Us At JazzX AI, you have the opportunity to join the foundational team that is pushing the boundaries of what's possible to create an autonomous intelligence driven future. We encourage our team to pursue bold ideas, foster continuous learning, and embrace the challenges and rewards that come with building something truly innovative. Your work will directly contribute to pioneering solutions that have the potential to transform industries and redefine how we interact with technology. As an early member of our team, your voice will be pivotal in steering the direction of our projects and culture, offering an unparalleled chance to leave your mark on the future of AI. We offer a competitive salary, equity options, and an attractive benefits package, including health, dental, and vision insurance, flexible working arrangements, and more.

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? 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. Loan Officer 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.

The Easiest Platform for Mortgage Recruiters to Earn $250K+ Annually Client Direct Mortgage has the most effective platform for recruiters to scale The ideal candidate will have strong social and leadership skills, experienced negotiating strategies and excellent organizational abilities. He/she should be familiar with developing recruitment strategies that effectively attract and retain top Loan Officer talent. The position is remote and is open to candidates from any location within the United States. Responsibilities: Sourcing Candidates: Utilize various recruiting channels such as job boards, social media, industry events, and networking to identify potential candidates. Build and maintain a network of mortgage industry professionals for potential recruitment. Candidate Screening: Review resumes and production to identify candidates who meet the specified job requirements. Conduct initial screenings to assess candidates' qualifications and interest in the mortgage loan officer role. Interviewing: Coordinate and conduct interviews with qualified candidates. Evaluate candidates' skills, experience, and fit within the organization. Assessment and Evaluation: Evaluate candidates' skills, knowledge of mortgage lending, and other relevant competencies. Reference Checking: Verify candidates' employment history, qualifications, and loan production. Collaboration with Recruitment Managers: Work closely with recruitment managers to understand their specific needs and requirements for mortgage loan officer positions. Provide regular updates on the status of recruiting efforts and Loan Officer pipeline. Negotiation and Offer Management: Negotiate job offers with selected candidates. Coordinate the offer and acceptance process. Onboarding Assistance: Collaborate with the Onboarding Team and other departments to ensure a smooth onboarding process for new mortgage loan officers. Provide support and information to help new Loan Officers integrate into the company. Maintaining Recruitment Records: Keep accurate and up-to-date records of all recruitment activities, including candidate profiles, interview notes, and other relevant documentation. Requirements: Bachelor's degree in Human Resources or related field is preferred Two years of direct Loan Officer recruiting experience managing all phases of the process Proactive sourcing tactics and substantial initiative Excellent time management abilities and a proven ability to meet deadlines

For 20+ years, Guarantee Mortgage has been helping California families finance their homes and navigate the intricacies of financing real estate in California. We fund more than $2 billion in loans each year, and want to help you fund your dream as well. We are looking for experienced Loan Originators to join our team in San Francisco or Marin. We are a company with deep core values, and will provide you with unbelievable support, strong customized marketing to grow your business, and unparalleled perks. Loan officers at Guarantee Mortgage can focus on generating revenue. We've got everything else covered and are 100% focused on helping you succeed! Our Core Values: 1) Team Work 2) Transparency 3) Respect 4) Excellence 5) Adaptable and Vigilant 6) Problem Solvers 7) Fun 8) Autonomy In order to be successful at Guarantee Mortgage, you have to be motivated, self-disciplined, and team oriented. Below is a summary of the job description: 1) Interviews, takes applications, and processes preliminary documentation on loan requests. Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from borrowers. 2) Performs follow-up work as necessary to achieve conditional approval within established time frames. 3) Communicate with the borrower regarding the loan status 4) Answers questions and requests, and resolves problems. 5) Attends and participates in meetings and committees as required. 6) Completes necessary education requirements offered by the company Qualifications In order to be successful, we are looking for driven, tenacious, problem solver, sales people. You need to have your NMLS and it would be ideal if you have 3+ years of prior experience. Additional Information All your information will be kept confidential according to EEO guidelines.

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career. Target base salary range is $20.00-$23.00, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance. In the Role Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options Requirements: High School Diploma or GED Bilingual-Spanish Preferred: Sales, Collections or Customer Service experience Bilingual - Spanish Location: On site The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.

Job Description Actively seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of brokers, business owners, and investors. RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible for commercial loan business development and to act as the bank's contact with commercial loan clients, brokers, and contractors. Will provide guidance to potential developers relating to partnership agreements, collateral, feasibility studies, and vacancy rate factors, if applicable. Will provide service to prospective commercial loan customers and interview applicants to develop information concerning their needs, credit, stability, earnings, and potential income to the property to assist in determining whether the commercial loan package will be an acceptable risk. Will obtain and analyze pertinent financial and credit data on all partners involved in the project; will arrange for the appraisal of the property and/or feasibility study of bare land to be developed. Will review commercial loan packages for completeness of documents and compliance with bank policy, regulatory requirements, and secondary market lending parameters. Responsible for notification of commercial loan applicant(s) of all requests, which do not conform to current lending guidelines. Will be responsible for maintaining a high level of working knowledge relating to all types of commercial loans. Will maintain all financial/loan data in confidence. Job Requirements Bachelor's degree or equivalent work experience Five or more years of commercial real estate lending experience Fluent in the principles of CRE underwriting In depth understanding of occupancy and rent trends in local markets Comfortable with technology supporting sales management, marketing, pricing, initial underwriting, pipeline management and loan performance tracking Familiar with loan products and pricing of local competitors 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.

We are seeking an experienced and highly analytical Senior Consumer Loan Underwriter to join our growing clean-energy finance team. This role is ideal for someone with deep experience underwriting consumer loans for residential solar, heat pumps, and other home electrification upgrades, and who is excited to help scale ethical, transparent financing for the energy transition. The Senior Underwriter will play a key role in credit decisioning, policy refinement, and mentoring junior underwriters, while working closely with product, operations, and partner teams. Key Responsibilities Independently underwrite and decision consumer loan applications for residential solar, heat pumps, battery storage, and other electrification projects Evaluate, validate, and help refine our automated approval process working with our product and lender teams Evaluate credit reports, stated and verified income, debt obligations, and collateral to assess borrower creditworthiness Apply and interpret underwriting guidelines, with the ability to escalate, exception, or recommend policy changes where appropriate Support the development, refinement, and documentation of underwriting policies and decision criteria Manage a pipeline of loan applications while meeting turnaround time and quality targets Collaborate with operations, product, and partner-success teams to resolve complex files and improve origination workflows Provide guidance and informal mentorship to junior underwriters as the team scales (Preferred) Apply commercial or small-business underwriting experience to growing pipeline of SMB solar + storage applications Qualifications & Experience 3-5+ years of consumer loan underwriting experience, with a strong preference for: Residential solar lending Heat pump, HVAC, or home electrification financing Home improvement or secured consumer lending Strong understanding of credit bureau data, debt-to-income analysis, and income evaluation Comfort underwriting both automated and manual decision paths Excellent judgment, attention to detail, and documentation skills Clear written and verbal communication skills Experience with loan origination systems and underwriting tools Nice to have: Commercial or small-business loan underwriting experience Experience working with installers, contractors, or point-of-sale financing Familiarity with UCC-1 secured lending structures Based in or near the San Francisco Bay Area (preferred, not required) Salary Range $85,000 - $115,000 per year, depending on experience, location, and depth of clean-energy or commercial underwriting background. Why Join Us Work at the forefront of clean-energy and electrification finance Help shape underwriting standards in a fast-growing, mission-driven market Collaborate with a thoughtful, values-driven team focused on transparency and consumer protection Competitive compensation, benefits, and opportunities for growth If you're an experienced underwriter who wants to apply your skills to scaling affordable, high-integrity financing for the energy transition, we'd love to hear from you. Atmos is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 1. Directs the continuous review of loans and commitments for the purposes of risk grading, determination of degree of attention required, identification of potential credit problems, and conformity with Corporate Bank policies and regulatory directives. Manages generation of management reports regarding quality and trends in the Corporate loan portfolio. 2. Provides credit risk management and regulatory input for numerous board and management committees. Active member of Credit Policy Committee and non-voting member of subsidiary bank Loan Loss committees. Conducts workout credit discussions and Credit Policy issues with managerial personnel. 3. Reviews major and complex loans and reports exposures to management. Maintains ongoing credit risk oversight of existing major adversely graded credits. 4. Plans and organizes all activities within department. 5. Responsible for review and recommendation of all staffing actions on members of department. Sets up training programs and monitors activities. 6. Conducts Loan Quality exit reviews at all Subsidiary Banks and Credit Departments to ensure consistency and uniformity of reporting. Marginal Functions: 7. Performs additional job-related duties as required. MINIMUM KNOWLEDGE, PRIOR WORK EXPERIENCE, AND SKILLS NEEDED TO PERFORM JOB FUNCTIONS: Extensive credit and lending experience, with a financial institution or regulatory agency, where the incumbent has more responsible and broadly diversified credit experiences to include managing the loan review process. Successful completion of upper graduate or graduate financially related business courses is highly desirable. Excellent leadership, communication, analytical, interpersonal, and organizational skills required. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Salary Description $90,000.00 - $100,000.00

Our aggressive growth strategy has continued to bear fruit as we are one of the fastest growing commercial brokerages in the Bay Area in terms of both revenue and headcount. To help us keep pace with our rapid growth, we're looking for Loan Officers to join our team! Piedmont Capital is the credit lending arm of NAI Northern California -- a technology-enabled commercial real estate brokerage with offices located in San Francisco, Oakland, and San Jose. Piedmont Capital specializes in arranging financing up to $10 million for commercial and multifamily properties. Since 2002, we have effectively built relationships with commercial banks, credit unions, life companies, and private investors. Growing substantially since the 2008 financial crisis, we have the knowledge and experience to guide financing projects through evolving regulations imposed by lenders and government. We have placed over $500 million in debt for real estate investments throughout California, Washington, Oregon, Hawaii, and beyond. Our culture? 1. Clients first. 2. Best rate and terms every time. 3. Communicate and make it easy. The only part of our proprietary technology platform you will see? Results. Quick turnaround, easy, paperless processing, and clear communication is what we are all about What will you be doing? - Contacting commercial real estate investors to offer them financing and refinancing solutions - Conduct complex due diligence to process the refinancing deals - Offer solutions for challenges that might arise during the refinance or purchase process- Become an expert at finance rates and shop for the most competitive programs - Build relationships with financing partners There is tremendous synergy between Piedmont Capital and NAI as the deals generated by NAI are often financed with loans from Piedmont Capital. And with 50% of our deals being off-market, NAI Agents will bring you leads that you can't find anywhere else. We have ambitious plans to expand, and we are increasing our talent pool dramatically! A recent hire told us “...just sitting in front waiting to interview, hearing the energy and collaboration, and seeing the technology and resources made me certain this would be a fantastic place to grow my career and myself.” Piedmont Capital has created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizations. We foster the success of our newer advisors with a structured training program, mentorship, and coaching. Advisors love it here for that very reason - our collaboration, transparency, and tech stack are simply without parallel.Who Are You? Licensed as a California Real Estate Salesperson or Broker (or willing to become licensed) You have had success in business or sales (ideally entrepreneurial endeavors) Experience with business development - especially cold-calling or door-to-door sales - is preferred An elementary understanding of lending, business finance and investments in real estate is a big plus Compensation: 100% commission-only First year commission goal is $50,000 - $100,000 + Second year commissions should range between $125,000 and $250,000+ Fifth year commissions should exceed $500,000 and will ideally be $1,000,000+ How Do We Help You? Collaboration: We take this seriously. We believe that the scarcity mentality and sales do not mix. We also believe that competition can inspire us to do great things, but collaborating with others elevates everyone. Therefore management trains advisors to realize their highest potential quickly to create a revenue source. Platform: We've implemented a world-class CRM so all outreach is transparent. We have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go - so no need to build your own database. Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist in seeking more leads for calls, in marketing listings, and in helping complete the escrow / contract process. A Little More About Us: NAI Northern California is the local representation of NAI Global - the largest Commercial Real Estate Brokerage Network in the world with 400+ offices worldwide and over 7,000 professionals. NAI is a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive, and happy teams in the industry. The collaborative, tech-forward culture we have grown in Northern California is a major competitive advantage that will expedite your success. We have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients. Take us seriously when we say our sights are focused upon gaining market share and doing what it takes to be really successful - and carving a name for ourselves in the San Francisco Bay Area. BRE License # 01870488We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Job DescriptionWho Are We?With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1. 3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Loan Processor Specialist for our Golden Gate Branch in San Francisco. The PositionThe Loan Processor plays a critical role in supporting the San Francisco Federal Credit Union's (SFFedCU) consumer lending operations through the accurate and timely processing of loan applications. This position is responsible for reviewing, verifying, and funding loans across multiple channels, while ensuring compliance with regulatory standards and internal controls. With a strong technical focus, the role involves working across digital lending platforms, managing loan queues, reconciling disbursements, and resolving complex processing issues. The Loan Processor also assists in the implementation of new home-lending solution products and supports merchant relationship workflows. By leveraging system tools and data analysis, the role identifies process inefficiencies and contributes to continuous improvement efforts. Additionally, the position supports cross-selling initiatives and helps deliver a seamless, high-quality member experience through multiple service channels. Essential Functions and Responsibilities• Review, verify, and process consumer loan applications across multiple channels, ensuring accuracy, compliance, and timely funding. • Monitor and manage digital lending workflows, queues, and servicing inboxes to maintain service level agreements (SLAs) and production timelines. • Utilizes professional communication in providing phone/email support (including escalations) for incoming calls and engagement in interviewing applicants for specific loan information. • Collaborate with team members to review loan requirements, resolve issues affecting approval, and ensure timely release of funded loans. • Maintain indirect lending SLA turnaround times and support high service levels with merchant partners and auto dealers. • Maintain strong relationships with Home Lending Solutions merchants and support the GoGreen Lending program. • Serve as a liaison between members and affiliated merchants to enhance service delivery and satisfaction. • Partner with members to assess financial conditions and offer creative, tailored lending solutions. • Actively participates in cross-selling financial products and effectively communicates the benefits and features of each cross-sold product with members. • Uphold compliance with internal policies, privacy procedures, and regulatory standards to protect member information. • Participate in continuous improvement efforts, business development activities, and special projects as assigned. • Partner with members to evaluate financial needs and offer tailored lending solutions; onboard new members and identify financial goals. • Take the initiative in identifying and implementing process improvements to enhance efficiency and service quality. • Ensure compliance with internal policies, privacy procedures, and member confidentiality standards. • Engage in business development through participation in CommunityShare events. • Participate in regular performance dialogues and commit to continuous self-improvement. • Perform other duties and special projects as assigned. Who Are You? • Requires a high school diploma or equivalent. • Minimum of two (2) years' experience in a fast-paced lending environment boarding and servicing various Consumer Loans. • Knowledge of MerdianLink, LoanStar, and Corelation platforms preferred, but not required. • Strong verbal and written communication skills with demonstrated ability to communicate professionally at all levels. • Excellent interpersonal skills; ability to engage authentically and professionally at all levels. • Self-motivated; able to work efficiently without sustained direct supervision. • Proven ability to manage time effectively and prioritize competing workload elements. • Proficiency in MS Office: Word, Excel, OneNote and Outlook. • Ability to provide prompt and professional service. • Must have strong organizational skills and ability to process and follow specific instructions and directives. • Must possess excellent decision-making skills, be proactive, and have the ability to work in an environment of flexible and changing work policies/procedures Why You'll Love It HereYou'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Job Description Join the GEM Mortgage Team! Ready to be part of a leading mortgage lender that truly puts clients first At GEM Mortgage, a division of Golden Empire Mortgage, we've been a respected leader in the industry for nearly 40 years, guided by our core belief that our borrowers' interests come first. We're dedicated to providing clients with expert financing advice and believe that everyone deserves access to credit. Our mission is to build long-lasting relationships with borrowers and real estate partners, be an employer of choice with growth opportunities for our team members, and operate as a trustworthy, financially sound enterprise that positively influences our communities. At Golden Empire Mortgage, our LEADER values guide everything: • Loyalty to our team, borrowers, and partners. • Excellence in all we do. • Accountability-we take ownership. • Driven for continuous improvement. • Engaged to deliver success. • Reliability you can count on. If you're passionate about making a real difference in people's lives, delivering exceptional service, and growing your career with a company that truly values its people and its purpose, we invite you to explore opportunities with us. Come join Golden Empire Mortgage and help us empower clients and communities! GEM Mortgage, a division of Golden Empire Mortgage (GEM) is proud to hold ourselves as one of the most respected lenders in the mortgage industry for nearly 30 years. The GEM business philosophy holds true that all consumers deserve access to credit, where “our customers are our business” is the cornerstone for excellence. Golden Empire Mortgage isn't just about mortgages and home lending - GEM is about people, and building lasting customer relationships. At GEM we understand that the lending process can be intimidating, that's why we ensure that all of our employees hold to the highest level of client satisfaction. We pride ourselves on integrity, knowledge and state of the art technology all in an effort to provide our customers with excellent customer service and the best rates possible. Under general supervision of the Branch Manager, the Mortgage Loan Originator is responsible for origination of mortgage loans. This position conducts initial pre-qualification interviews and prepares complete loan application packages and necessary documentation. The Loan Originator also conveys policies for extension of credit in accordance with Company and investor guidelines, serves customers, prospective customers, builders, developers and realtors promptly and professionally. Essential job functions Responsible for originating own sales by contacting prospective clients and by developing and maintaining referral sources. Spend over 50% of time away from employer's place of business in performing principal duty of selling loan products offered by company. Interviews, takes applications, and processes preliminary documentation on loan requests. Discuses loan alternatives, credit criteria, interest rates, and loan documentation with customers. Assesses customer's applications and evaluates products, pricing, and other variables in order to determine which mortgage products might best serve customer's needs. Submits, within company designated time frames, all files to operations staff for processing, underwriting, closing, and funding. Performs follow-up work to achieve conditional loan approval within established time frames. Locks in rates and programs for customers when reasonably requested and in a timely manner. Completes lending operations in accordance with established Company policies and legal requirements. Assumes responsibility for establishing and maintaining effective and professional business relations with customers, realtors, building professionals, and referral partners. Maintains current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements. FLSA Status: Commission Only Minimum requirements High School or GED required. NMLS MLO License. Knowledge, Skills and Abilities Ability to prioritize and multi-task, while working in a fast paced environment. Exceptionally detailed, focused and motivated professional. Excellent communication skills. Pleasant with customers, business partners and colleagues. Knowledge of automated underwriting systems (DU/LP), HUD and RESPA Regulations. Comprehensive understanding of legal, compliance and Investor requirements. Compensation Disclosure This is a commission-only position. The expected commission range depends on loan amount, structure, and volume. Actual compensation will vary based on individual performance, commission structure compensation agreement, and market conditions. At-Will Employment This position is classified as at-will employment in accordance with California law. Employment may be terminated by either the employer or employee at any time, with or without cause or notice, subject to applicable law. Work Location This is a field-based role. Loan Originators are expected to spend 50% or more of their time networking, meeting with clients, and conducting business outside the office. Equal Opportunity Employer Golden Empire Mortgage are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity or expression, sexual orientation, marital status, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other characteristic protected under federal, state, or local law. Reasonable Accommodations GEM Mortgage is committed to providing reasonable accommodation for qualified individuals with disabilities during the application or recruitment process. If you need assistance or accommodation, please contact us at **************. California Consumer Privacy Notice GEM Mortgage, a division of Golden Empire Mortgage, may collect personal information from job applicants for purposes related to employment consideration. We are committed to handling your information in compliance with the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA). To learn more about how we collect, use, and protect your information, please review our Privacy Policy *************************************** .

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 Sr. Loan Processor is responsible for providing customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer. The Sr. Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. This position operates within Mountain and Pacific time zone working hours to support the Pacific region. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the particular loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; and identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on those documents. Communicate directly with the Loan Originator, customer, and underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices received, and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and help supervise new loan processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage, LLC. investors. Qualifications and Skills: High School Diploma or equivalent. A minimum of 5 years' residential mortgage processing experience. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Excellent math and analytical skills. Excellent communication skills. Ability to prioritize and meet deadlines. Available to work varying hours and overtime if needed. Encompass experience. 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. Pay Range: Base Pay: $28.00-35.00 Bonus: Eligible for per file bonus incentive The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within 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 ***************************

Redwood Credit Union is looking for a Temporary Consumer Loan Funder I, who will be responsible for planning, preparing and organizing consumer loan documentation to ensure accurate and expeditious loan closings while providing superior Member service. Key ResponsibilitiesFunding Loans:o Responsible for the timely and accurate coordination, processing and funding of all loan files including reviewing and interpreting underwriting conditions.o Receive funding packets as assigned by department and manage funding from various incoming channels.o Analyze Loan approval conditions in loan origination system (LOS). Verify the accuracy and integrity of all loan data entered into the system including but not limited to Membership, names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, KBB/NADA/Black Book/MSRP information, income, etc.).o Manage and continue to maintain all data and updates within the LOS throughout the funding process.o Communicate and follow-up with Members/vendors regarding loan status and request and manage the timely return of required documentation needed to fund loan.o Discuss loan options and programs with Members and vendors to ensure quality Member service.o Identify cross sell opportunities that will benefit Member.o Analyze credit report, credit applications to ensure credit requirements and loan policies are met.o Verify Members income by paystubs and/or analyze personal and business tax returns to ensure income and loan policy requirements are met.Department and Consumer Loan Officer Support:o Utilize queue management system, within LOS, in conjunction with Consumer Loan Officers to ensure high quality Member/vendor service.o Report daily any problems or concerns with specific loan files.o Propose new or improved processes that will improve current file flow.o Provide exceptional service to all Members, volunteers, internal team members, and vendors.o Review and complete lending reports as needed or assigned.Other functions:o Research and resolve Member or team member concerns as directed.o Compose and type general correspondence including emails, letters, memo communication for staff, vendors and Members. ABOUT REDWOOD CREDIT UNION (RCU):At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union?• 29th largest credit union in the U.S. and the largest financial institution based in the North Bay • Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial• Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025"• Recognized by Newsweek as one of "America's Best Credit Unions 2024"• Recognized by Forbes as one of “America's Best Small Employers 2023" • Voted Best Places to Work in the North Bay 20 years in a row• World-class Employee Engagement scores• Rated Superior in Service by more than 90% of Members, surveyed by SF Gate• Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities Thorough knowledge in the use of Internet-based loan origination software. Knowledge of lending principles, practices, rules, regulations, and sales. Ability to calculate income from paystubs, tax returns and or business returns. Knowledge of compliance requirements. Skill in the operation of personal computers and general office equipment. Ability to communicate effectively both verbally and in writing. Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members. Ability to act independently and confidentially, using discretion and tact. Ability to analyze situations and recommend workable solutions. Ability to coordinate a variety of activities simultaneously and prioritize work. Ability and desire to work in and contribute to a team environment. The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years' experience in consumer lending industry or closely related field. Compensation: Base starting range: $23.00 to $31.00 hourly commensurate with experience. Physical Requirements:• Ability to stand, bend, stoop, sit, walk, twist, and turn.• Ability to lift up to 20 pounds.• Ability to use a computer keyboard and calculator.• Work environment is indoors; majority of the time is spent sitting at a desk. *Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. We are an Equal Opportunity Employer

Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times. We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team. If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board! Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button! Job Intro The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for! Why work at Regional? Regional offers competitive pay! We do our best to show that we value our team members! You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work? You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers! All full-time team members have access to our medical, dental, vision and 401(k) benefits! Duties and responsibilities Provide exceptional service to all customers. Process credit loan applications and use product knowledge to present loan solutions to current and potential customers. Maintain office cash with accuracy and proper security. Grow account volume through good judgment and effective customer solicitations in the branch and by telephone. Minimize delinquent debt through calling customers and collecting on past-due accounts. Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy. Transport money and deposits to and from bank. Other duties as assigned by leadership. Minimum Qualifications High School Diploma or Equivalent. Prior customer service experience in either a sales/retail environment or cash management environment. Must pass drug screen, criminal and credit background checks. Valid Driver's License and access to a dependable automobile with liability insurance coverage. Critical Competencies Demonstrated passion for customer service. Excellent written and verbal communication skills. Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers. Thrives in a pay for performance atmosphere. Proven ability to multi-task. High degree of integrity. Sales mentality. Adaptable to an ever-changing environment. Average pay range: $23-$26/ hour Pay range only applies to California residents. Working conditions This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management. Key Word Tags Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: ************************************************************************************************** Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.

Richmond, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge (*********************************************************************************************************** **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! This job is responsible for managing the end-to-end consumer mortgage referral requests primarily for Low to Moderate Income (LMI) clients in underserved markets. Key responsibilities include connecting with internal and external centers of influence (i.e. financial center partners, realtors, etc.) to originate mortgage transactions, identifying relationship deepening opportunities with clients, and facilitating the loan process from application to close. Job expectations include providing home buyer education via workshops and contacting with clients and partners virtually or in-person. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. **Responsibilities:** · Originates loans from multiple internal and external referral sources · Understands the local Affordable Housing Market, Housing Assistance Programs, and experience, providing thoughtful lending solutions and guidance to Low to Moderate Income and First Time Homebuyers · Achieves production goals as defined by the business · Maintains a quality network of business relationships that serve as a recurring source of referrals for new mortgage lending opportunities · Provides exceptional customer service including maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements · Conducts monthly Home Buyer Workshops and Business Development meetings **Required Qualifications** **:** · 2+ years of experience in loan originations and/or home buyer education · Knowledge of conventional and/or government guidelines as well as affordable mortgage products and programs · Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending · Ability to organize and deliver Home Buyer Workshop presentations · Knowledge of community housing counseling agencies · Knowledge of community grant / downpayment programs · Strong written and verbal communications skills · Self-motivated and highly organized · Ability to prioritize multiple competing tasks **Desired Qualifications** **:** · Experience in first mortgage and HELOC · Familiar with FHA and HUD guidelines · Knowledge of local competition product offerings and real estate market dynamics · Strong computer skills, including Microsoft applications and previous experience using laptop technology for client communication purposes including accessing rate, credit and loan status information · Solid time management skills and the ability to organize, prioritize and perform multipletasks simultaneously · Ability to communicate clearly and effectively, both verbally and in writing, across a variety of audiences · Ability to analyze and comprehend complex financial data and provide appropriate financial solutions · Professional and effective interpersonal skills **Skills:** · Client Management · Customer and Client Focus · Loan Structuring · Oral Communications · Referral Management · Credit Documentation Requirements · Learning Delivery · Presentation Skills · Prospecting · Written Communications · Active Listening · Business Development · Credit and Risk Assessment · Data Collection and Entry · Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights (************************************************************************************** "** poster. **View the LA County Fair Chance Ordinance (************************************************************************************************** .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States. A Career that Empowers You to Build Your Future The New Home Consultant at Lennar is responsible for managing the new home purchase process from initial customer contact to closing, aiming to create a “tickled, delighted and happy” customer. This includes daily operations at Welcome Home Centers, processing sale agreements, and closing sales in line with company business plans. A career with purpose. A career built on making dreams come true. A career built on building zero defect homes, cost management, and adherence to schedules. Your Role on the Team Engage and establish relationships with visitors to understand their home buying needs, utilizing the company's selling philosophy. Self-generate sales leads through community engagement, realtor partnerships, and proactive prospecting. Develop comprehensive knowledge of the competitive market, including products, community features, and demographics. Provide consistent follow-through with customers from initial contact to post-closing, maintaining accurate communication records. Participate in sales meetings, neighborhood promotions, and marketing programs. Ensure the maintenance of Welcome Home Center models and inventory homes. Complete required training and participate in community events and phone banks. Your Toolbox High school diploma or equivalent; college degree and real estate license preferred. 1-2 years of experience in homebuilding or real estate sales preferred. Valid driver's license and reliable transportation. Strong communication, organizational, and customer service skills. Proficiency in Microsoft Office and ability to use sales tracking tools. Self-motivated with a positive attitude and strong work ethic. Physical & Office/Site Presence Requirements: Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. This is primarily an active position, involving office/phone work and walking in all weather conditions, and uneven surfaces, to and within homesites in the community. Must have a valid state driver's license in order to take customers throughout the neighborhood and community, visit realtor offices, and to various other meetings in the process of self-generating sales. Finger dexterity is required to operate computer keyboard and telephone equipment. Must be able to lift and carry supplies and materials up to 25 pounds. General Overview of Compensation & Benefits: We reasonably expect the base compensation offered for this position to range from an hourly rate $23 - $23.08 an hour, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. This position may be eligible for bonuses. This position may be eligible for commissions. This position will be eligible for the described benefits listed in the above section in accordance with Company Policy. This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. #CB #LI-CA3 This information is intended to be a general overview and may be modified by the company due to factors affecting the business. General Overview of Compensation & Benefits: This position may be eligible for bonuses. This position may be eligible for commissions. This position will be eligible for the described benefits listed in the above section in accordance with Company Policy. This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Life at Lennar At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.

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

Job Title: DIGITAL BANKING OFFICER II Situation or Department Goal - Describe the obstacles or problems that the candidate will solve. As a Digital Banking Officer, you will be an instrumental part of driving deposit growth for TASI Bank to $10 million in increased Deposits by year-end 2025. You will work closely with the Digital Banking Manager, Deposit Operations, and Relationship Manager's in collaboration of supporting the Commercial customer accounts, providing them with ongoing technical support, while satisfying expectations for all levels of service and product functionality. You will be their go-to person for the deposit relationships and will be responsible for sales and service, processing, creating and maintaining user profiles for all incoming New Business Deposit Accounts and Online Banking applications. Obstacles - Describe the challenges that the candidate will likely deal with * Clear understanding of Online Banking and payments industry landscape and technology. * Knowledge of NACHA Rules and Regulations * Troubleshoot Online Banking related issues for both business and retail with the ability to determine and resolve. * Adhering to numerous deadlines throughout the day (i.e., daily review of Mobile and Remote Deposit Capture, External Transfer, Positive Pay, etc.). * Team-oriented, possess a positive attitude and work well with others * Ability to interview customers and understand requests * Ability to prioritize; handle multiple tasks and work independently * Strong organization skills and detail-oriented with high degree of accuracy * Thorough knowledge of bank operations, products, and services offered at the bank * Strong ability to sell and promote bank products * Knowledge of banking laws and regulations including the Bank Secrecy Act Actions - What actions will need to be taken to accomplish the goal or solve the problem? * Utilizes the bank's Customer Relationship Management (CRM) software to track each customer interaction (requests, inquires, complaints, etc.) via all bank channels (in person, voice, fax, email, website, chat and secure message queues) by capturing customer data and logging issues and resolutions. * Tracks defects and change requests related to Online Banking in coordination with IT/Helpdesk or Third-Party Vendor Technical Support teams (i.e., Q2, Ensenta, iPay, etc.) * You need to identify areas of concern, with recommended solutions (i.e., improving workflow and procedures, potential risks for both the Bank and customers). * You need to understand all the regulatory and operational risks; comply and keep current with all department and company policies, procedures, audit guidelines, and regulations. * You need to have interpersonal skills to include listening to comprehend and interact with customers, prospects and internal staff. * You need to communicate effectively, orally and in writing. Results - What are the measurable/quantifiable results required? What results define success? * You will be instrumental in building customers trust, while increasing overall deposit growth. Customers will treat you as a close friend, a trusted advisor and a strategic partner and an asset to help them reach their goals. * You will experience personal growth and development through continuous Bank compliance and Regulations training including on the job, and professional services while supporting departments enterprise wide. * You will be a reliable source of information for both customers and prospects. * You will deliver exceptional service, consistently exceeding customers' expectations, to naturally inspire them to share their positive experiences with others. General Summary: Provides high-level service and support to Business Customers, Consumers and Frontline Branch Staff on various Digital Banking Services including Remote Deposit Capture, Cash Management Products, eStatements, Mobile Banking, Bill Pay, Telephone Banking, ACH, VISA Debit Card and Online Account Opening. The position may serve as a backup administrator and/or facilitator for various systems including but is not limited to mobile account opening, document scanning, storage and e-sign. The position works closely with the Digital Banking Manager, Digital Banking Specialist, and Deposit Operations to ensure effective communication in the implementation of services, training of end users, and promotion of the features and benefits of bank products and services. Provides technical support to customers as it relates to Digital Banking products and services and ensures industry best practices related to data security for these products. Also works in collaboration with internal channels in ensuring established service levels are met and customer experience satisfaction achieved. Category of Essential Functions & Task FLSA Class % Time Manage the Experience Exempt 20% * Proactively role model our bank brand personalities and build meaningful connections with employees, customers and vendors. * Provides general support/assistance/coverage when requested * Provide timely responses to customer inquiries concerning the variety of financial services offered by TASI Bank e.g., trust services, financial services, business services, time deposits., etc. * Provide timely responses to Business customer inquiries concerning Digital Banking. * Represent/participate in Bank sponsored events and community outreach programs. Manage the Relationship Exempt 30% * Assist in planning, directing and supervision of work activities to ensure efficient delivery of service to internal and external customers in order to achieve established service level agreements. * Cross sale Digital Banking features and services to all Business customers. * Provide technical support to front line staff and customers while exceeding expectations for all levels of service and product functionality. * Installation of Remote Deposit Capture scanner on customer's site. * Provide support to our internal and external customers that use digital banking, remote deposit capture, bill pay, and all digital banking ancillary services. * Respond to customers' email inquiries received via digital banking secure messages and our website. * Assists retail staff and customers with bill pay questions, research and backup for any required processing. * Work closely with Relationship Manager's in collaboration of supporting the Commercial customer accounts. * Coordinate and facilitate product knowledge training for customer upon onboarding. * Ensure organization is prepared to support new product features through the development of operational procedures. Manage the Transaction/Task Exempt 20% * Responsible for coordinating, implementing and training of various digital banking services (i.e., product upgrades, new features and releases). * Assist with the implementation of new product features to ensure that requirements and quality standards are met. * Monitors metrics associated with Digital Banking (Digital, Mobile and Voice Banking) ensures tracking and reporting of customer data (enrollment/adoption rate/usage) of all digital products and services are communicated and maintained. * Complete testing of new product features and/or maintenance releases. * Set up, maintain and monitor Bill Pay subscriber accounts and transactions, and provide regular monthly reporting on subscriber and transaction information. * External Transfers Review - Verify funds availability for Retail ACH (External Transfers), place and release holds on accounts and reconcile micro-deposits used to link customer accounts at other financial institutions. * Mobile and Remote Deposit Capture Review - Review and decision mobile and remote deposits and monitor file transmissions at established cut-off and transit times. * Processes, creates and maintains user profiles for all incoming Digital Banking applications; review necessary documentation recorded and properly file either through NAUTILUS or hard files. * Troubleshoots both retail and business Digital Banking related issues with the ability to determine and resolve the same. * Performs back end maintenance on customer's digital, mobile and voice profiles to include password lockout and resets, updating secure contact information, adding and deleting of accounts and/or users, etc. * Configure customer profiles and map file formats for the Bank's Positive Pay service. * Responds to client requests for digital banking services information or assistance with transactional problems. * Support/assist Digital Banking Manager and Marketing with promotions of features and benefits for our digital products and services. * Demonstrates continuous effort to improve operations, decrease turnaround times, streamline work processes, and work cooperatively and jointly to provide quality seamless customer service. * Supports Deposit Operations in other duties as assigned and provides back up as needed * Complete other assigned duties/tasks and projects to meet the needs of the department or business. * All other tasks as assigned by the Digital Banking Manager. * Secure Messaging Review Manage the Business Exempt 20% * Utilizes the bank's Customer Relationship Management (CRM) software to track each customer interaction (requests, inquires, complaints, etc.) via all bank channels (in person, voice, fax, email, website, chat and secure message queues) by capturing customer data and logging issues and resolutions. * Manage small projects as assigned. * Tracks defects and change requests related to Digital Banking in coordination with PIMS or Third-Party Vendor Technical Support teams (i.e., Q2, Ensenta, iPay) * Leverage industry trends, competitive information and client usage metrics to help identify and prioritize new product feature requirements in support of the Digital Banking platform. Manage/Mitigate the Risk Exempt 10% * Coordinate ACH Risk Assessments and track pending items for the Bank's ACH originators. * Complies and keeps current with all department and company policies, procedures, audit guidelines, and regulations. * Use problem solving and negotiating skills to resolve difficult and sometimes controversial issues. * Completes all bank mandated training. * BSA & Compliance oversight * Vendor Due Diligence FLSA Categorization Exempt 100% Required Knowledge, Skills and Abilities: * Strong written communication skills required with ability to prepare routine reports and correspondence * Strong oral communications and presentation skills. Must be able to speak effectively before groups of customers or employees of organization. * Proficiency in bank software/applications and Microsoft Office products * Clear understanding of Digital Banking and Payments industry landscape and technology * High comfort level with PCs and Microsoft Office Suite. * Proficiency in a customer relationship management (CRM) applications and/or ticketing system * Ability to work independently with a minimum of supervision * Team-oriented, possess a positive attitude and work well with others * Ability to interview customers and understand requests * Ability to prioritize; handle multiple tasks and work independently * Strong organization skills and detail-oriented with high degree of accuracy * Thorough knowledge of bank operations, products, and services offered at the bank * Strong ability to sell and promote bank products * Knowledge of banking laws and regulations including the Bank Secrecy Act * Ability to lead and direct the work of others. * Ability to work flexible hours during periods of heavy workload, upgrades and projects. Education and Experience: * Bachelor's degree in business/financial field OR; * 2 years' experience in a customer service related field or contact center environment * 4 years banking experience; or a combination of both. * Must possess excellent motivational abilities and have previous experience in coaching and developing associates. * Strong problem-solving abilities are necessary to follow through to meet or exceed customer expectations. * Must have proven ability to drive performance of team with little variation. * Requires a highly energetic individual with excellent organizational, and communication skills, and the ability to work with minimal supervision to meet multiple deadlines. * Clear understanding of Digital Banking and payments industry landscape and technology. * Knowledge of NACHA Rules and Regulations preferred Physical Requirements & Working Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. * Seeing: Must be able to read report and use computer regularly (100%) * Hearing: Must be able to hear well enough to communicate to coworkers regularly (67-100%) * Fingering/Grasping/Feeling: must be able to write, type, use phone, regularly (100%) * Lifting/Pulling/Pushing Frequently (34-66%) * Climbing/Stooping/Kneeling Occasionally (12-33%) Must be able to operate basic office equipment (PC, typewriter, fax, copier and telephone) as well as new and emerging technology, including but not limited to smart phones, tablet devices, digital signage and monitors. Must be proficient in Microsoft Office. Fair Labor Standards Act (FLSA) Categorization Based off of the duties that are described for this role, this is an Exempt role.