Loan Officer Jobs in Jersey City, NJ

Title: Loan Closing Specialist Duration: Long Term Contract Rate: $32-35/hr on w2 Required Skills: 2 plus years of Commercial Loan Closing experience Loan processing experience

Responsibilities include but are not limited to: Originate first and second mortgages. Prequalify customers based on credit criteria. Build relationships with external referral sources. Communicate effectively with customers, referral sources. Manage pipeline of customers through frequent communication methods. Provide high level customer service. Required Skills: Strong technical experience with origination systems. Strong knowledge of mortgage programs and products. Required Experience: High School Diploma or GED and a minimum of two (2) years mortgage origination experience. Complies with the Secure and Fair Enforcement for Mortgage Licensing Act (S.A.F.E. Act) requirements and registration requirements. College degree preferred.

The Role - What You'll Do As a Senior Consultant, you will work on strategic programs tackling complex, industry-specific challenges, while further deepening knowledge in your area of specialization. You will independently deliver high quality solutions and actively build key client relationships. You will work with the top Fortune 500 Financial Institutions to envision new products, define domain blueprints and roadmaps, redefine experiences and processes, monetize data, modernize payments infrastructure, and drive innovation. You will have the opportunity to develop and leverage your industry experiences and relationships to bring innovative ideas and insightful perspectives to life and become established as a thought leader in the industry. Basic Qualifications The ideal candidate will have a minimum of 5 years' experience in the Financial Services industry with a broad understanding of We are seeking an experienced domain consultant with a strong background in commercial lending, syndication, and loan trading. This role involves hands-on expertise in guiding Loan IQ integration projects, driving business and IT workshops, and collaborating with teams to deliver tailored solutions for client requirements. The candidate will lead functional analysis, document requirements ensuring alignment with business objectives and compliance standards. Strong Knowledge Areas: Expertise in Commercial Lending and Syndication. LoanIQ platform Expertise: Proven track record as a Business Analyst, Functional Consultant, and Subject Matter Expert (SME) in LoanIQ implementations, migration and integrations. LoanIQ and Operations: Solid understanding of LoanIQ functionalities and Loan Operations/Servicing to ensure fit-for-purpose platform usage. Workshops and Solution Provisioning: Ability to lead and drive Business and IT workshops, crafting solutions in coordination with teams. Documentation Skills: Proficiency in writing effective Business Requirement Documents (BRDs) and Functional Specification documentation / user stories Analytical Skills: High analytical and solution design skills to assess and address customer requirements. Bachelor's degree or equivalent Must be NY/ NJ Based or willing to relocate to that area. Candidates authorized to work for any employer in the United States without employer-based visa sponsorship are welcome to apply. Infosys is unable to provide immigration sponsorship for this role at this time. Preferred Qualifications: Hands-on experience working on and delivering business/product transformation initiatives in banking Working knowledge of Design Thinking Additional, nice-to-have qualifications: Hands-on experience working on and delivering business/product transformation initiatives Working knowledge of Design Thinking Any industry certifications would be an advantage MBA or equivalent advanced degree General Information: This job description may not cover or contain a comprehensive listing of all activities, duties and responsibilities that are required of the employee. Along with competitive pay, as a full-time Infosys employee you are also eligible for the following benefits :- Medical/Dental/Vision/Life Insurance Long-term/Short-term Disability Health and Dependent Care Reimbursement Accounts Insurance (Accident, Critical Illness , Hospital Indemnity, Legal) 401(k) plan and contributions dependent on salary level Paid holidays plus Paid Time Off About Us Infosys Consulting is the global management and technology consulting practice of Infosys, a global leader in technology services and consulting. We combine the power of time-tested methodologies, people-driven innovation and disruptive technology to enable leaders of the world's top brands pursue a path of smart transformation. Together with our clients, internal and external partners, we co-create and execute pragmatic strategies and solutions that transform organizations and define the future of business. Our dynamically growing consultancy offers our consultants: • Ability to design and implement end-to-end solutions at scale • A flat organization structure with direct access to our senior-most leaders • An entrepreneurial environment full of bright, highly motivated consultants • Opportunities for motivated consultants to impact local communities • The ability to design your career and drive your professional learning and development • A truly global culture Infosys is a global leader in next-generation digital services and consulting. We enable clients in more than 50 countries to navigate their digital transformation. With over four decades of experience in managing the systems and workings of global enterprises, we expertly steer our clients through their digital journey. We do it by enabling the enterprise with an AI-powered core that helps prioritize the execution of change. We also empower the business with agile digital at scale to deliver unprecedented levels of performance and customer delight. Our always-on learning agenda drives their continuous improvement through building and transferring digital skills, expertise, and ideas from our innovation ecosystem. Infosys provides equal employment opportunities to applicants and employees without regard to race; color; sex; gender identity; sexual orientation; religious practices and observances; national origin; pregnancy, childbirth, or related medical conditions; status as a protected veteran or spouse/family member of a protected veteran; or disability.

Zurich is seeking an experienced Middle Markets Underwriter to join our growing team in Long Island. In this hybrid position you will be visible in the marketplace to meet with our agents and brokers and be in the office 2 days per week. Middle Markets is a key business segment within Zurich, and we are focused on attracting top customer advocates who possess a sales mindset, strong technical underwriting skills and solution focused problem-solving abilities. Our industry focus includes (not limited to) Financial Institutions, General Industries, Manufacturing, Technology, Professional Services and Real Estate. Zurich Middle Markets offers end to end solutions for our customers inclusive of international programs. . As a Middle Markets Underwriter you will handle complex new and renewal Middle Markets business and serve as a Subject Matter Expert on the team. As a member of Zurich's Underwriting Team, you will enjoy the opportunity to fully apply and hone your underwriting and marketing skills while building relationships with Select Broker in Long Island.. This is an exciting time to join Middle Markets at Zurich! The Middle Markets Underwriter is responsible for: Serving as a customer industry advocate with a focus on improving the customer experience by understanding their risk and offering the best end to end solution for their insurance needs. Using a disciplined approach to exposure evaluation, risk assessment and pricing Using risk insights, data and models to drive informed decisions at point of sale Identifying gaps and aligning Zurich's products and value proposition to offer a solution that provides the contract certainty the customer needs Demonstrating strong analytical skills and executing as an innovative advisor Underwriting, analyzing and generating new and renewal business Market facing and production within the growing Middle Markets division Administering and monitoring underwriting rules and guidelines, insurance laws and regulations and rating manual rules Developing and maintaining agency and broker relationships Working within broad limits and authorities on highly complex assignments This role will be filled at either the level I or Level II and the hiring manager will determine the appropriate level based upon the selected applicant's experience and skill set relative to the qualifications listed for this position. Basic Qualifications: Level I: High School Diploma or Equivalent and 1 or more years of experience in the Insurance or Market Facing area. OR High School Diploma or Equivalent and 2 or more years of experience in the Claims or Underwriting Support area AND Knowledge of the insurance industry and the legal and regulatory environment Knowledge of underwriting philosophy, techniques, national/local filing regulations and guidelines OR Level II: High School Diploma or Equivalent and 3 or more years of experience in the Underwriting or Market Facing area. OR High School Diploma or Equivalent and 6 or more years of experience in the Claims or Underwriting Support area OR Zurich Certified Insurance Apprentice including an Associate Degree and 1 or more years of experience in the Underwriting or Market Facing area OR Zurich Certified Insurance Apprentice including an Associate Degree and 4 or more years of experience in the Claims or Underwriting Support area AND Knowledge of line/s of business and the legal and regulatory guidelines Knowledge of time restraints for quotes on new and renewal business Experience with Microsoft Office Preferred Qualifications: Bachelors Degree Strong verbal and written communication skills. At Zurich, compensation for roles is influenced by a variety of factors, including but not limited to the specific office location, role, skill set, and level of experience. In compliance with local laws, Zurich commits to providing a fair and reasonable compensation range for each role. For more information about our Total Rewards, please click here. Additional rewards may encompass short-term incentive bonuses and merit increases. We encourage candidates with salary expectations beyond the provided range to apply, as they will be considered based on their experience, skills, and education. The salary indicated represents a nationwide market range and has not been adjusted for geographic differentials pertaining to the location where the position may be filled. The combined salary range for this position is $78,000.00 - $139,000.00. The proposed salary range for the Level I is $78,000.00 - $108,000.00, with short-term incentive bonus eligibility set at 10%. For the Level II is $94,000.00 - $139,000.00, with short-term incentive bonus eligibility set at 10%. As an insurance company, Zurich is subject to 18 U.S. Code § 1033. As a condition of employment at Zurich, employees must adhere to any COVID-related health and safety protocols in place at that time (************************************** A future with Zurich. What can go right when you apply at Zurich? Now is the time to move forward and make a difference. At Zurich, we want you to share your unique perspectives, experiences and ideas so we can grow and drive sustainable change together. As part of a leading global organization, Zurich North America has over 150 years of experience managing risk and supporting resilience. Today, Zurich North America is a leading provider of commercial property-casualty insurance solutions and a wide range of risk management products and services for businesses and individuals. We serve more than 25 industries, from agriculture to technology, and we insure 90% of the Fortune 500 . Our growth strategy is not limited to our business. As an employer, we strive to provide ongoing career development opportunities, and we foster an environment where voices are diverse, behaviors are inclusive, actions drive equity, and our people feel a sense of belonging. Be a part of the next evolution of the insurance industry. Join us in building a brighter future for our colleagues, our customers and the communities we serve. Zurich maintains a comprehensive employee benefits package for employees as well as eligible dependents and competitive compensation. Please click here to learn more. As a global company, Zurich recognizes the diversity of our workforce as an asset. We recruit talented people from a variety of backgrounds with unique perspectives that are truly welcome here. Taken together, diversity and inclusion bring us closer to our common goal: exceeding our customers' expectations. Zurich does not discriminate on the basis of age, race, ethnicity, color, religion, sex, sexual orientation, gender expression, national origin, disability, protected veteran status or any other legally protected status. EOE disability/vet Zurich does not accept unsolicited resumes from search firms or employment agencies. Any unsolicited resume will become the property of Zurich American Insurance. If you are a preferred vendor, please use our Recruiting Agency Portal for resume submission. Location(s): AM - New York Remote Working: Hybrid Schedule: Full Time Employment Sponsorship Offered: No Linkedin Recruiter Tag: #LI-NK1 #LI-ASSOCIATE #LI-HYBRID

At OneMain, Consumer Loan Sales Specialists empower customers - listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. Consumer Loan Sales Specialist will learn the lending and servicing business at OneMain allowing them to grow their career. In the Role Deliver results related to individual and branch sales goals as well as customer expectations Develop new relationships - and maintain existing relationships - working with customers throughout the loan process and loan life cycle Present financial solutions, based on customer needs, that meet their goals Present customers with optional insurance products Educate customers on the terms and conditions of their loan to ensure a clear understanding Partner with local businesses to seek out and develop new customers Learn how to utilize credit underwriting techniques and sales tools Manage the life cycle of the loan, including collections activities, complying with all laws and regulations Requirements: HS Diploma/GED 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. Who we Are A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include: Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances Up to 4% matching 401(k) Employee Stock Purchase Plan (10% share discount) Tuition reimbursement Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date) Paid sick leave as determined by state or local ordinance, prorated based on start date Paid holidays (7 days per year, based on start date) Paid volunteer time (3 days per year, prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online. At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain. Key Word Tags Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee

Our client, a company specializing in private lending for businesses, is seeking a meticulous Senior Underwriter with expertise in private loan underwriting and risk assessment within the financial services industry. The ideal candidate will be responsible for reviewing loan requests, evaluating financial information, and approving loans to support business growth while ensuring minimal risk exposure for the company. Responsibilities: Review and analyze loan requests, assessing the financial health and creditworthiness of applicants. Evaluate business financial statements, credit reports, and other relevant data to determine loan eligibility. Approve or deny loan applications based on thorough analysis and established lending criteria. Ensure compliance with company policies, industry regulations, and legal requirements throughout the underwriting process. Prepare detailed underwriting reports and documentation to support loan decisions. Collaborate with sales and customer service teams to provide clear and accurate information regarding loan approvals and denials. Stay informed about industry trends, market conditions, and regulatory changes to maintain up-to-date underwriting practices. Provide guidance and support to junior underwriters, fostering a collaborative and knowledgeable team environment. Qualifications: Minimum of 5 years of experience in private loan underwriting, with a focus on cash advance or private lending for businesses. Strong understanding of financial statements, credit analysis, and risk assessment to make informed underwriting decisions. Exceptional attention to detail and analytical skills, ensuring accurate evaluations and minimal risk exposure. Proficiency in underwriting software and financial analysis tools to streamline the review process. Excellent communication and interpersonal skills, capable of conveying complex financial concepts to stakeholders. Proven ability to work independently and manage a high volume of loan requests efficiently. Strong organizational and time management skills, enabling the handling of multiple tasks and priorities. In-depth knowledge of industry regulations and compliance requirements, ensuring adherence to legal standards. Location: Jersey City, NJ Salary: $150K

This position underwrites and processes new loan request and services existing portfolio and its management RESPONSIBILITIES Supports credit lending decisions by analyzing commercial loan requests, underwriting, structuring, and the closing of commercial loans. Responsible for creation of financial spreadsheets and assessing borrower's cash flow utilizing personal and business tax returns Ensures all information is accurate and complete. All guidelines, policies and procedures, and regulation are to be followed Document collection directly from Borrower or in conjunction with BM/RM Engages Appraisal/Environmental/Title as needed Collects and analyzes 3 rd party reports such as (UCC, Experian, Corp Search, etc) Timely collection of financial and other ticker updates Timely performance of site visitation Communicates and works effectively with the back end of operations, i.e. the Note Department, to complete the booking process of loans and perform any additional requests from the borrower (loan disbursements, set up automatic payments, etc.) Possesses advance knowledge of personal and business financial statements and tax returns in order to assess a company or borrower's financial standing. This includes applying according to finance principals to further analyze and draw conclusions on their ability to cover loan payments Responsible for managing accounts for new and existing clients including delinquent status loans, effectively managing the loan process from origination through booking Other duties may be assigned Complies fully with all Bank policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Anti Money Laundering, Code of Conduct, and etc.). Must complete all required training SKILLS / QUALIFICATIONS Intermediate knowledge on credit analysis Ability to work on multiple loans simultaneously Excellent time management Working knowledge of Microsoft Office Effective written, verbal and organizational skills and meticulous attention to detail EDUCATION / EXPERIENCE Bachelor's degree from accredited 4-year University Minimum of 1-3-years of lending experience required We offer a competitive total rewards package, including but not limited to Medical, Dental, Vision, and Life Insurance, 401k retirement savings plan, and paid federal holidays, for this full-time position. Annual pay ranges are determined based on qualifications, level, and location. Exact compensation may vary based on your skills and experience. Must be authorized to work in the US. We are an Equal Opportunity Employer. All applicants will receive consideration for employment without regard to race, color, ancestry, religion, sex, national origin, sexual orientation, age, marital status, disability, gender identity, gender expression, genetic information, or military or Veteran status, or any other characteristic protected by law.

Job Title: Loan Originator - Director, Hotel Franchise Finance What you'll do: As a Loan Originator you'll be responsible for executing the Bank's strategic plan and meeting the division's growth goals for loans, deposits and fee income. The position of the Loan Originator is responsible for identifying new clients and subsequently developing and establishing a book of new business from those relationships. The position is responsible for the negotiating, underwriting, and coordinating the closing of a variety of major and complex hotel loans in compliance with the Bank's lending policies and procedures. The originator will develop a wholistic banking relationship with customers. Responsible for supporting the Head of Hotel Franchise Finance. * Engages in business development activities and solicitation of new business based on the target market. * Calls and visits target customers to promote and sell Bank products and services to establish a new book of business. Target customers include large national hotel owners, PE firms, and other institutional hotel owners. * Develops and maintains customer data base including calls and results on all new business relationships. Makes reports to superiors as required. * Performs pre-qualification assessment and analysis of financial condition and risk of financing requests within framework of Bank credit culture and current economic and industry trends. * Gathers all information necessary to present a financing request to senior management or Loan Committee for approval; meets with new/potential customers; visiting sites of loans; negotiates loan terms and conditions; refers and recommends acceptance to the Chief Credit Officer or Loan Committee. * Maintains a superior knowledge of hospitality industry status and trends. * Represents the Bank in various community, civic, and community reinvestment functions to further enhance the Bank's image and develop additional business; assists the Bank in establishing and maintaining market position in the financing arena. * Manage and develop team of lenders and analysts. What you'll need: * Bachelor's degree from a four-year college or university and ten (10) or more years of related experience and/or training; or a combination of experience and education. * Established lending relationships in the hospitality industry. * Experience must consist of a hotel lending background including negotiating, underwriting and coordinating the closing of a variety of major and complex loans; relationship development, experience in the financial services industry. * Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be business or financial industry related. * Knowledge of related state and federal banking compliance regulations, and other Bank operational policies. * Knowledge and experience in financial statement and tax return analysis typically resulting from a combination of education in accounting, financial and/or credit analysis or related areas. * Intermediate knowledge of Bank lending procedures, Bank policies and procedures, and the Bank's products and services. * Extensive knowledge in all facets of relationship management. * Exceptional analytical skills. * Exceptional oral, written, and interpersonal communication skills * Exceptional organizational and time management skills. Compensation: Salary range for new hires is generally $190,000.00 - $227,549.00 for New York, NY. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock. Benefits you'll love: We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career! About the company: Western Alliance Bank is a wholly owned subsidiary of Western Alliance Bancorporation. Alliance Bank of Arizona, Alliance Association Bank, Bank of Nevada, Bridge Bank, First Independent Bank, and Torrey Pines Bank are divisions of Western Alliance Bank; Member FDIC. AmeriHome Mortgage is a Western Alliance Bank company. Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email ************************** or call ************. When contacting us, please provide your contact information and state the nature of your accessibility issue. We will only respond to inquiries concerning requests that involve a reasonable accommodation in the application process. Western Alliance Bancorporation

Intro Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board! Why you'll love this job This job is within the American Airlines Credit Union. The role is responsible for building member-relationships for the long term by matching member-needs to American Airlines Credit Union products, services and lending solutions. What you'll do * Process new loan applications, which includes interviewing the member, analyzing credit reports and documentation and offering the best product to meet member needs * Exercise lending authority to correctly handle all loan requests, including but not limited to consumer loans * Create and promote positive name recognition for the Credit Union * Support or speak publicly at special Credit Union events * Work with branch/department managers and staff to identify and leverage cross-selling opportunities * Research member inquiries and provide solutions as required in a timely manner * Maintain awareness of all branch functions and duties to ensure proper support and coverage is provided at all times * Implement and enforce internal control and security measures in accordance with Credit Union policies and government regulations * Foster a culture that promotes teamwork, service excellence and relationship building * Handle responsibilities of a Member Services Representative as needed * Perform Notary Services as required * Travel to various branch locations nationally to provide coverage * May work a rotating Saturday schedule depending on job location * Perform other duties as assigned * The selected candidate will be responsible for ensuring the security and confidentiality of all account and related information which is part of their work and for ensuring that his/her work is in compliance with all applicable laws and regulations including, but not limited to, the Bank Secrecy Act. * This job is located at LaGuardia airport and the pay range is 42,000.00 - 54,282.06 yearly. All you'll need for success Minimum Qualifications- Education & Prior Job Experience * High school diploma or GED * Must be able to work in-person at assigned branch location * Must have strong working background in a financial institution and relevant consumer loan processing or underwriting experience within the last twelve months * Job level to be determined by the candidate's skills, qualifications and experience Preferred Qualifications- Education & Prior Job Experience * Bachelor's degree in Business, Finance, related area, or equivalent financial services experience, or a combination of education and experience that provides the necessary skills and knowledge to satisfactorily perform the essential job functions * Lending and sales-culture envronment experience Skills, Licenses & Certifications * Skilled in Microsoft Office software (e.g., Word, Excel, Access, PowerPoint) gained through either work experience with the software or education and hands-on use of the software * Must fulfill FAA criminal background checks to qualify for unescorted access privileges to airport security identification display areas (SIDA), if applicable * Ability to exercise excellent member service skills * Ability to perform in a sales-culture environment with a desire to cross sell Credit Union products and services * Ability to perform in a fast paced environment, handle multiple tasks and function as an integral part of a team * Ability to interact professionally with all employees and members * Ability to speak, read, and write in English is required; Spanish is a plus * Ability to work independently and with minimal supervision * Ability to perform basic math calculations and analyze data * Ability to self-motivate with strong organization skills and capacity for attention to detail * Ability to effectively prioritize work and meet deadlines * Ability to sit and/or stand for extended periods of time * Ability to work varying schedules, including evenings and weekends * Ability to travel overnight * Ability to maintain satisfactory performance and attendance * Ability to pass applicable American Airlines and Credit Union pre-hire compliance checks. What you'll get Feel free to take advantage of all that American Airlines has to offer: * Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network. * Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. * Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need. * 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year. * Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more Feel free to be yourself at American From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world. Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American. Cities: Requisition ID: 76869

* Job ID JR01362 * Job Category Operations * Business Unit Unspecified SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! DirectorMinimum of 15+ years of industry and/or relevant experience, typically with 2+ years in a SVP level role or external equivalent. Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $200,000.00 - $250,000.00Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. **Our Benefits** **Powerful futures** - Annual compensation reviews - Retirement benefits - Education allowance program - Matching gifts program - Employee referral bonus programs - Other region-specific incentives **Powerful peace of mind** - Competitive vacation policies, holidays & other paid leaves - Family-friendly leave policies, including maternity, - paternity & other family situations - Employee wellness platform - Employee assistance program - Employee discount program - Commuter benefits & travel assistance - Volunteer program **Powerful health** - Robust medical & other insurance plans - Personal & family wellness benefits - Savings programs & discounts for health expenses - Disability, accident & life insurance Part of a global team **Our US offices** Whether you're working in one of our Real Estate businesses, or in Technology or a Corporate function, you'll have plentiful learning opportunities and be greeted by a team who values your contribution. And, when it comes to benefits, you can expect above-and-beyond offerings supporting your emotional, physical and financial wellness. US - NY - New York Contractor, Loan Origination “I look forward to team meetings, training, development and coaching opportunities. It gives me the interaction with people that I need and appreciate. The more I learn, the more I feel like I can grow with the company. I enjoy coaching others, sharing knowledge gained and finding ways to make our job more efficient.” **Cindy Buchanan** **QC Specialist II** “I look forward to team meetings, training, development and coaching opportunities. It gives me the interaction with people that I need and appreciate. The more I learn, the more I feel like I can grow with the company. I enjoy coaching others, sharing knowledge gained and finding ways to make our job more efficient.” **Cindy Buchanan** **QC Specialist II** US - NY - New York Contractor, Loan Origination

New York, New York, United States of America**Hours:** 40**Line of Business:** Personal & Commercial Banking**Pay Detail:** $33.70 - $33.70 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Job Description:** The Community Mortgage Loan Officer identifies, develops and maintains a quality network of community-based organizations, Realtors, and local state/government agencies that serves as a recurring source of referrals of new mortgage lending opportunities with an emphasis on the Community Reinvestment Act (CRA), Low-and Moderate-Income (LMI), Multicultural and First Time Homebuyer customer segments. The individual would have an extensive understanding of the local Affordable Housing Market, Housing Assistance Programs, and experience providing thoughtful mortgage lending solutions and guidance to low-and moderate-income, Multicultural and First Time Homebuyers. **Depth & Scope:** * Takes residential mortgage loan applications and communicates underwriting decisions, including offers and/or counter offers of residential mortgage products * Increases mortgage loan volume, focusing on CRA, low-and moderate-income, and multicultural borrowers through effective selling of the Bank's products and programs; Researches organizations and agencies within assigned geographic area which are focused on providing services to low and moderate income persons and communities * Establishes through direct outreach efforts, relationships with nonprofit organizations, realtors, state and local housing offices, and community-based affordable housing organizations to generate and increase CRA mortgage opportunities * Represents the bank in community-based meetings and initiatives such as housing seminars, financial literacy programs, affordable housing conferences, etc., which have the primary focus of providing services to low-and moderate-income persons * Explains variety of mortgage products and services available and offers recommendations based on evaluation of individual prospect needs; Communicates terms and conditions of loans and finalizes sales * Sells other Company products and services as appropriate * Guides customers through the mortgage application process; Explains information required and delivers required disclosures and other information to customers; Ensures applications are completed accurately and contain required information and supporting documentation; Manages expectations regarding processing times and closing dates together with customers * Communicates regularly with customers, underwriters, processors, realtors, closing agents and others to ensure application process proceeds as planned; Coordinates any additional information requests, clarifications and other problem solving as needed so that process remains on schedule; Attends closings as needed * Informs management of progress relative to goals on a regular basis and asks for assistance as needed to finalize sales, for training and for other issues as needed * Sells and originates residential mortgage loans according to established policies, procedures and applicable legal and regulatory guidelines * Communicates loan decisions directly to customers, explains any additional information needed and submits application materials and other required information to processing area to clear any conditions to finalize the loan commitment and prepare for closing * Maintains current information on the trends and developments in the local real estate market, as well as policies, procedures, rules and regulations related to retail mortgage products * Maintains growing network of outside referral sources in assigned territory, such as real estate brokers, builders, attorneys, accountants, financial planners and other business professionals; Continues researching market, identifying individuals and organizations likely to produce referrals and developing relationships to increase the referral flow; Ensures referral sources have current information on mortgage products and services * Enters information into mortgage loan system so that loans will appear accurately in the pipeline; Creates supporting files with backup and explanatory documentation and information for underwriting, regulatory and other purposes; Sends application and other required information to underwriting area **Education & Experience:** * Bachelor's degree or progressive work experience in addition to experience below * 3+ years related experience required * Growing network of outside contacts to generate quality referral business * Self-directed, ability to plan own activities to achieve sales goals * Excellent time management skills * PC skills, including knowledge of mortgage origination and automated underwriting systems * Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) * Established network of community-based organizations, municipalities and agencies whose primary focus is affordable housing and first time home buyer education * Demonstrated sales ability * In-depth knowledge of mortgage industry, products, lending practices and regulatory guidelines * Growing network of outside contacts to generate referral flow * Minimum target annual loan originations of 48 LMI/multicultural units **OCC Language:** * This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 * Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 * Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007 * Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% * Domestic Travel - Occasional * International Travel - Never * Performing sedentary work - Continuous * Performing multiple tasks - Continuous * Operating standard office equipment - Continuous * Responding quickly to sounds - Occasional * Sitting - Continuous * Standing - Occasional * Walking - Occasional * Moving safely in confined spaces - Occasional * Lifting/Carrying (under 25 lbs.) - Occasional * Lifting/Carrying (over 25 lbs.) - Never * Squatting - Occasional * Bending - Occasional * Kneeling - Never * Crawling - Never * Climbing - Never * Reaching overhead - Never * Reaching forward - Occasional * Pushing - Never * Pulling - Never * Twisting - Never * Concentrating for long periods of time - Continuous * Applying common sense to deal w

Thorpe Commercial Capital is an independent, privately-owned commercial real estate finance and advisory firm. We provide commercial real estate debt and equity finance to owners and investors across all property types nationwide. Job Description Company generated leads will be available. Responsibilities: Develops loan applications by evaluating applicant information and documentation. Build relationships with local and national referral sources from our leads and yours. Prospecting and maintaining dialogues with sponsor groups, financial intermediaries, Bank Loan Officers, businesses, accountants, attorneys and other centers of influence. Develop and maintain a direct calling database of prospects. Qualifications Requirements (Must have one or more proven time frames): Limited Commercial Real Estate originations experience (Minimum 1 Year) Commercial loan Credit Analyst (Minimum 1 Year) Commercial loan administration (Minimum 3-5 Years) Additional Information Bonus points if: Formal commercial loan credit training and credit analysis is preferred. Most have or willing to acquire a Real Estate Salespersons License on us. Bachelor's degree: Finance, Accounting or Economics. On-going company training provided. Income is solely commission driven ($150,000 yr.). Some commissions paid up front. Thorpe Commercial Capital is an Equal Opportunity Employer. ****************

New York, New York Sales - Loan Conversion / Regular / On-site Better is reimagining home finance and making it faster, cheaper, and easier for everyone to become a homeowner. We leverage creative technology and innovation to make the home buying journey more approachable and understandable and home finance more affordable and accessible. Here are some interesting facts to help you get to know Better: - We've funded over $100 billion in loans for our customers, more than any other fintech - We ranked #1 in the U.S. on LinkedIn's Top Startups 2020 and 2021 - We are Forbes' Best Online Mortgage Lender for 2023 - We are USA Today's Best Mortgage Lenders of 2023, Best for FHA Loans - We have raised over $1.2 billion in equity capital to transform the mortgage industry, the largest financial asset class in the world - And we're just getting started! We are a place where smart, hungry, ambitious people who want to recognize their full potential thrive. **A Better opportunity** We're looking for best in class mortgage loan originators as part of our quest to make a Better Mortgage available to all Americans! At Better, our team of loan originators is responsible for helping us continuously innovate and ensure we're bringing superior customer service to the mortgage industry. As part of the team, you'll be on the front lines of making every borrower's mortgage experience better, empowering them to make one of the most important financial decisions of their life. Your work will expose you to other critical pieces of a technology company giving you many opportunities to share customer insights and ultimately improve Better's core technology and message. **Responsibilities** + Act as a loan originator for your own pipeline + Maximize conversion of the leads provided to you + Have detailed knowledge of all of Better's lending products, specifically our Mortgage and Home Equity Line of Credit (HELOC) products + Guide borrowers through their mortgage process + Be solution-focused and provide borrowers with a world class customer service + Collaborate with Operations, Engineering, Product, and Marketing on ways in which we can improve the borrower experience + You will be a business owner - evening and weekend availability is a must! **Qualifications** + A winning culture carrier who loves to help borrowers win the home of their dreams + Minimum of 3-4 years experience in residential mortgage sales, specifically purchase + Must be currently NMLS licensed + Track record of beating quota and winning sales awards, with references that verify motivation, success and solid work ethic + Has a "can-do" attitude - always looking for ways to solve problems rather than dwelling on them + History of having high standards and a competitive drive to win + Desire to help each borrowers with the most important financial transaction of their life + Knowledge of agency conventional underwriting products + Strong communication, organization, and time management skills + High degree of integrity and work ethic + The desire to work hard and crush it **Company Benefits** Our total rewards package consists of a base salary with no draw, incentive compensation, equity, and benefits. Some of our benefits include: - A generous ramp plan while learning our systems and building out an individual pipeline. - Comprehensive healthcare, retirement, and voluntary benefits. Think medical, dental, vision, health savings accounts, 401k, and more. - Personalized care and tools for realizing your mental health and wellness goals. - Additional benefit perks & discounts. **Disclaimer** *Better Home & Finance Holding Company is an equal opportunity employer committed to fostering an inclusive and diverse environment for our employees. We are committed to equal employment opportunities regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status, or any other reason protected by law.* *We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities. Better will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.*

The Stock Loan desk provides inventory to clients for short selling, manages the firms funding through lending of re-hypothecated and firm positions in exchange for cash collateral via traditional stock loan contracts, tri-party repo and lending vs non cash collateral. Strong operational support is needed to manage the settlements, recalls, collateral marks and reconciliations. International Settlements supports the Stock Loan desk, Prime brokerage and the Execution desk in facilitating settlement in all international markets. Job Description • Independent, self-motivated individual will handle the operational support for the daily settlement of all security and cash movements of international securities lending transactions • Daily processing and to work with management to handle all complex problems and issues of this particular area • Individual will learn to operate as the technical expert in their assigned area and will also have additional training on systems, project management, business analysis, and general business practices of the firm • Systems input and processing • Report analysis • Requires fundamental understanding of securities industry as it relates to the following: o International securities lending settlement practices o GlobalOne and DTC Qualifications • At least 5 years of financial services industry experience preferred • Strong accounting/finance background or related experience preferred • Strong reconciliation skills • Strong programming skills • High proficiency level in basic computer applications including Excel and Access • Experience in various facets of both international and domestic securities lending processing • Ability to work independently Additional Information In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the U.S. without sponsorship and to complete the required employment eligibility verification document form upon hire.

This is the Bank Where Things are Made. Blue Foundry is a bank where businesses are shaped, plans are formed, ideas are refined, solutions are built, and stuff gets done. Blue Foundry is revolutionary, bold, resourceful, roll-up-your-sleeves committed, smart, creative and fun. A Bank of movers, shakers, and makers...We are a Bank that Gets Things Done. At Blue Foundry Bank we invest in the well-being of our most prized asset...our employees! We provide a robust array of programs and benefits to help employees advance their careers and enhance the quality of their lives. Our experiential learning and development program ensures employees are on track to grow their career as of day one. In addition, our comprehensive compensation package includes; medical, dental, and vision coverage; life insurance, short- and long-term disability insurance; 401(k)/Roth with company match up to 5%; paid time off, and 11 paid holidays; employee referral bonus; and educational reimbursement. Position Summary The Home Loan Consultant is responsible for driving portfolio growth by originating new home loans and structuring deals to meet customer needs. This role involves managing the entire mortgage and home equity loan application process, providing exceptional customer service, and assisting borrowers with any inquiries, including support for self-service options. Additionally, the Consultant will actively promote and cross-sell the bank's home loan products by participating in seminars, webinars, workshops, community events, and internal meetings, enhancing customer engagement and expanding the bank's market presence. Primary Responsibilities + Deliver top-tier customer service by processing mortgage and home equity leads from branch and contact center referrals, calls, emails, and other channels. + Actively listen to understand borrower needs and motivations, taking complete and qualified applications and structuring deals to align with borrower objectives. + Cross-sell products and services to meet lending needs and refer deposit product needs to branch partners. + Consistently meet or exceed performance metrics, such as application conversion rates, call handling times, and borrower satisfaction scores + Recognize and escalate service issues as necessary, ensuring timely resolution, particularly for time-sensitive or complex service needs + Utilize all relevant technology tools effectively, including borrower engagement platforms, telephony systems, CRM, and Loan Origination Software (LOS). + Recommend new technology, workflows, and processes to enhance customer engagement, improve operational efficiency, and support current and future customer needs. + Stay up-to-date with advancements in mortgage origination technology and contact center software to maintain high service standards + Ensure compliance with all regulatory requirements and standards, maintaining a current NMLS number and displaying the MLO Unique Identifier on business cards, email signatures, and other communications. + Remain informed on the latest mortgage products, regulatory updates, contact center trends, and bank policies, implementing enhancements as needed + Demonstrate proficiency in Microsoft Suite, including Word, Excel, and PowerPoint, as well as leading LOS such as Dark Matter Empower. Additional Responsibilities + Attend and facilitate homebuyer education, financial wellness seminars, webinars, and other events to provide valuable guidance and promote residential lending services. + Participate in bank-sponsored community events and branch meetings to build awareness of home loan products and programs among employees, customers, and prospects. + Develop and nurture strategic relationships with community partners to support business growth and community involvement + Work regularly from branches to increase awareness of home loan products among team members, aiding in customer and prospect education. + Attend meetings with Branch Relationship Managers, Assistant Branch Managers, branch teams, and contact center teams to foster collaboration and alignment on lending goals. + Participate in bank-sponsored community events and branch meetings to build awareness of home loan products and programs among employees, customers, and prospects. + Develop and nurture strategic relationships with community partners to support business growth and community involvement. Position Requirements + High school diploma or equivalent required. Bachelor's degree in Business Administration, Finance, Accounting, or a related field preferred + Minimum of 3 years of experience in mortgage origination or mortgage call center roles. + Knowledge of industry regulations, including the Community Reinvestment Act (CRA), FNMA, FHLMC, FHA, VA, state housing programs, TIL regulations, Equal Credit Opportunity Act, RESPA, and state and local real estate and finance laws + Strong understanding of mortgage products (agency and private investor), pricing, sales techniques, borrower qualification, and associated tools (CRM, POS, LOS). Dark Matter preferred + Experience supporting CRA and Fair Lending goals, with a preference for experience in Affordable Lending products + Exceptional customer service and communication skills, with an emphasis on delivering customer-centric, solutions-based experiences + Highly organized, with excellent follow-up capabilities to ensure efficient and thorough client management + Available to work on Saturdays as part of a flexible schedule. + Bilingual proficiency in English and Spanish is preferred. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, LGBTQ, national origin, disability or protected veteran status. Come join the Blue Crew community and be part of our success!

MobilityWorks, serves the disabled community with wheelchair accessible minivans, full-size vans with lifts, as well as commercial fleet vehicles. Our mission is to provide wheelchair users with the mobility, independence, and personal freedom they desire. Keep reading to see how you can join the team leading this effort! MobilityWorks is seeking a Home Access Sales Consultant. We provide a great work-life balance with regular business hours so you can be home spending time with family or doing what you love most! BE THERE- MobilityWorks believes that every team member is an important part of the MobilityWorks team, and we value the skills, efforts, and contributions made by each member of our team. We believe in our mission and make every effort to live our core values. What you get to accomplish: * Acquire and maintain adequate product knowledge. Understand selling and utilize the selling process, following MobilityWorks established sales systems. * Conduct in-home needs and site analysis to prepare and provide quotes for prospects in a complete, accurate, and timely manner. Assist prospects in securing all desired information. * Use telephone, mail, fax, trade associations, outside organizations, influencers and other forms of communications to find prospects. * Represent the company at trade, community and influencer events. * Generate and maximize sales volume. Maintain effective customer follow-up procedures. What you should possess: * High school diploma or GED required. Excellent customer service skills and experience is required. * Have 2-5 years outside sales experience, preferably with stair lifts, platform lifts, patient lifts, etc. Proven experience in B2C sales preferred. * Take initiative to increase revenue with minimal guidance. * Possess computer skills, including Outlook, QuickBooks and Excel. * Be available on Saturdays from 9am to 1pm to man store on a rotating schedule and attending events. What We offer you: * Work/Life Balance - Hours of operation 8-5, Monday - Friday, no late nights, No weekends! * Competitive Compensation Packages * Medical, Dental & Vision Insurance plan(s). * Flexible Spending Account(s) * 8 paid holidays, Personal Time Off, Social Responsibility Time. * Employer Paid Benefits such as Tuition Reimbursement Program, Employee Assistance Program, Life and Disability insurance. * Employee Wellness Program * 401(k) Retirement Plan * An incredibly rewarding experience in a team-centered environment. Military Veterans are highly encouraged to apply! We embrace diversity! Be part of an organization that invests in YOU!

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $13 billion in loan originations in 2023. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. A highly philanthropic company, Greystone donates more than half of its profits to charity each year. At Greystone, everything we do is driven by our purpose of improving others' lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don't just say “Where People Matter” - we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering, cultivating, and preserving a culture of inclusion through recruiting and career development practices, creating equity companywide, and exemplifying belonging. Diversity, Equity, and Inclusion is at the heart of our culture of caring, integrity and excellence, and is a driving force behind our entrepreneurial spirit and creativity.  We are seeking top Loan Originators (Mortgage Bankers) who will be responsible for originating, structuring and managing mortgage transactions for nationwide multifamily projects. Our Loan Originators play a pivotal role in the growth and development of Greystone's multifamily mortgage loan business. We pride ourselves on the breath of our products, and our ability to create innovative and customized solutions for our clients. Primary Duties and Responsibilities: Proactively identify and generate new client relationships nationwide through networking, cold calling, referrals and attending top industry conferences. Work with Greystone's Underwriting teams to review mortgage application process with clients and review documentation as necessary. Ensures applications are completed accurately and compiles loan package for submission. Structure multifamily and healthcare mortgage loans by providing debt and equity financing solutions. Compiles loan application and facilities negotiation of multifamily loan structure with client while reviewing all terms. Negotiate mortgage loan terms with borrowers. Approves loan within specified terms or refers potential loan to loan committee for review and approval. Lead transaction through full loan process from identification of loan through screening, underwriting, and closing and servicing while providing a top customer service experience to borrowers. Expand relationships with key market leaders, trade associations, and professional organizations to function as an active source of referrals to cement Greystone as the capital solutions provider of choice. Develop, foster, and maintain strong relationships with multifamily/healthcare owners and developers. Experience, Skills, and Abilities Required: Demonstrated experience in commercial real estate with a focus on multifamily mortgage lending. Strong knowledge of the various mortgage products and requirements Superior client relations and expansion of client relationships. Determination and willingness to work long and hard to grow a business Creative and a focus on solutions Excellent verbal and written communication skills with the ability to influence Proven sales ability, with strong mathematical/analytical skills Self-motivated, well- organized individual Prior experience using SalesForce, preferred. At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer. Greystone offers a competitive base salary and bonus. The base salary range for this position is $100,000 to $300,000. The specific compensation that will be offered is based on an understanding of the hired candidates' qualifications at the time of hire. *The firm is the #1* overall HUD multifamily and healthcare lender by firm commitments, and a top 10 Fannie Mae and Freddie Mac multifamily real estate lender.* *For HUD's 2024 fiscal year ending September 30, 2024. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing Company LLC and excludes risk sharing and hospital loans.*

**About this role:** Wells Fargo is seeking a... **In this role, you will:** + Participate in soliciting residential mortgages from various sources + Produce high quality loans which are compliant and provide excellent customer service + Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources + Develop and maintain a high degree of visibility for Wells Fargo Home Mortgage in the marketplace; stay informed of mortgage industry trends and developments in the assigned market + Present recommendations for producing loans and exercise some independent judgment while developing understanding of and adherence to Mortgage Retail Sales functional area, policies, procedures, compliance requirements, and generating loans + Understand real estate appraisals, title reports, and real estate transactions + Receive customer applications, quote the rate and points, and complete follow-up activities with the registration lock-in; analyze and offer mortgage loan products based on client needs + Review and analyze low to moderately complex financial and credit data; match customer needs with an appropriate loan program and level of risk + Inform prospective and existing customers of Wells Fargo Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring timely and proactive customer communication + Pursue Wells Fargo training offerings to increase knowledge of company products, policies and procedures, and underwriting requirements + This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below **Required Qualifications:** + 2+ years of Mortgage Retail Sales experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Required Qualifications for Europe, Middle East & Africa only:** + Experience in Mortgage Retail Sales, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** **Job Expectations:** + This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary **Posting End Date:** 8 Apr 2025 **_*Job posting may come down early due to volume of applicants._** **We Value Diversity** At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. **Applicants with Disabilities** To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo (****************************************************************** . **Drug and Alcohol Policy** Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy (********************************************************************** to learn more. **Wells Fargo Recruitment and Hiring Requirements:** a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. **Req Number:** R-427214

The Syndicated Loan Transaction Specialist will coordinate between Relationship Managers, Syndications, Credit, Product Control, Finance, and other Lending Services groups to ensure smooth loan originations and closings. Responsibilities include but are not limited to: Act as the liaison and single point of contact with internal and external counterparts / stakeholders from deal mandate to deal closing, as well as being point of escalation during life of loan monitoring/servicing. Manage deal flow pipeline with Relationship Managers and leading the interaction with Loan Operations. Coordinate and review internal closing documentation with relevant stakeholders for operational feasibility, optimal execution mechanics, regulatory requirements, and mitigation of operational risk. Manage the execution and process flow of the transaction, including escalation of issues and designing solutions that ensure risks are covered through adequate controls and protections. Maintain metrics on deal closings / servicing and monitoring of key performance indicators. Partner with relevant operations teams (closing and servicing departments) to ensure proper booking, accrual reconciliations, and daily cash positions. Maintain and review terms across deal structures to ensure Valley standards are followed, track points of escalation, and act as the governance contact for non-standard provisions. Review and investigate overdrafts daily, to ensure resolution of any open items prior to the Bank's cut-off time. Monitor and update ticklers system for policy and document exceptions, insurance information, and financial data, to include contacting customers / CPAs / insurance companies for expired information. Follow-up on outstanding documentation exceptions on new loans. Assist with ad-hoc inquiries from Borrowers, Lenders, and Arrangers pertaining to the closing process and ongoing maintenance of the deal and schedule internal calls to ensure pre-closing requirements have been met and resolve / escalate any outstanding issues. Required Skills: Excellent verbal and written communication skills. Ability to collaborate with team members and senior management with keen attention to detail. Critical decision-making skills include identifying, escalating, and proposing solutions to problems with end-to-end outlook. Ability to prioritize and organize assignments. Ability to handle multiple tasks simultaneously. Intermediate PC skills using Microsoft office applications. Required Experience: High School Diploma or GED with a minimum of five years related loan closing/banking experience and/or training, experience in syndicated Loan operations and reviewing credit agreement documentation Preferred Experience: Bachelor's degree in a related field with a minimum of seven years related loan closing/banking experience and/or training.