Loan officer jobs in New Britain, CT

Established in 1991, Collabera is one of the fastest growing end-to-end information technology services and solutions companies globally. As a half a billion dollar IT company, Collabera's client-centric business model, commitment to service excellence and Global Delivery Model enables its global 2000 and leading mid-market clients to deliver successfully in an increasingly competitive marketplace. With over 8200 IT professionals globally, Collabera provides value-added onsite, offsite and offshore technology services and solutions to premier corporations. Over the past few years, Collabera has been awarded numerous accolades and Industry recognitions including. Collabera awarded Best Staffing Company to work for in 2012 by SIA. (hyperlink here) Collabera listed in GS 100 - recognized for excellence and maturity Collabera named among the Top 500 Diversity Owned Businesses Collabera listed in GS 100 & ranked among top 10 service providers Collabera was ranked: 32 in the Top 100 Large Businesses in the U.S 18 in Top 500 Diversity Owned Businesses in the U.S 3 in the Top 100 Diversity Owned Businesses in New Jersey 3 in the Top 100 Privately-held Businesses in New Jersey 66th on FinTech 100 35th among top private companies in New Jersey *********************************************** Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Position Details: Industry Banking Location 70 Batterson Park Rd, Farmington, CT - 06032 Job Title: Process Support (Level II) Duration: 7 Months Shift Timings: Monday-Friday between the hours of 8:00 AM and 5:30 PM Job Description: • Working in the Treasury Fulfilment Department. • Employee will receive and process maintenance request received to our GFS system. • Requests will be quick hit items such as adding accounts to Cashpro, setting up Cash Vault, Wire and other product maintenance services. • Employee will be aligned to maintenance request for a Treasury Sales team. Required Skills: • Strong computer Knowledge MS Word Outlook , Excel • Strong communication skills - written and verbal • Must be able to work in a team environment and take direction from leadership and peers. • Needs to be client focused with high level around detail • Ability to learn and perform Legal Documentation review • Research/analytical skills • Be able to look at a request and compare it to the process to see what steps are needed • Experience with systems where a case/ticket is created Additional Information To know more about this opportunity, please contact: Vishal Patel ************ ******************************

What we do: We're a recognized national leader in building communities. Every community begins with individuals and families coming together to create homes and start businesses. We help those individuals and families, regardless of their background, find the means to purchase or build their homes, create a place of security and warmth, and thus build those communities. We. Make. A. Difference. Why you'd like us: We're a powerhouse of a bank but our teams are small and focused, allowing us to work hard but smart. We strive for a productive, fascinating, motivating, honest, open, flexible, empowered, enjoyable work environment. We are recognized as leaders in improving communities around the country and our work helps individuals and families build the security and confidence necessary to achieve their dreams. If you've ever wanted to see the outcome of your labor, be a part of something bigger, work with other people who are focused on making a difference - you've found the right place. Please create a profile and apply via this link: ********************************************************************************* Resumes will NOT be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate. Job Description What you'll do: The Basics: · Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job! · Pre-qualify applicants in person, by telephone, or email / letters as appropriate. · Work with the team to assist underwriting approval. · Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan. · Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted! · Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business. The Good Stuff: · Represent the Bank in the community to develop profitable new business and ensure our customers are happy. · Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine! · Attend Realtor functions and conferences - learning & networking all in one. · Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy. Qualifications What you'll do: The Basics: · Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job! · Pre-qualify applicants in person, by telephone, or email / letters as appropriate. · Work with the team to assist underwriting approval. · Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan. · Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted! · Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business. The Good Stuff: · Represent the Bank in the community to develop profitable new business and ensure our customers are happy. · Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine! · Attend Realtor functions and conferences - learning & networking all in one. · Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy. APPLY NOW If you're interested in joining, doing something meaningful, and being a part of something bigger than yourself, we'd love to hear from you. Apply now and let's get the conversation started! Please create a profile and apply via this link: ********************************************************************************* Resumes will NOT be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate. Additional Information All your information will be kept confidential according to EEO guidelines. ***PLEASE APPLY USING THIS LINK: ********************************************************************************* PLEASE FILL OUT YOUR PROFILE THOROUGHLY BECAUSE YOUR RESUME WILL NOT BE EVALUATED FOR THIS ROLE

Originate mortgage applications within low-to-moderate income neighborhoods and to low-to-moderate income borrowers. Participate in Community Reinvestment Act (CRA) related activities and functions within M&T community bank regions. Must adhere to the requirements of federal registration under the SAFE Act. Primary Responsibilities: Works independently to cultivate new mortgage business. Markets, services and promotes the bank's mortgage products. May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. Follows-up on potential customers via travel or telephone. Market bank wide proprietary CRA products, e.g., Get Started, with Retail Bank Network as well as outside organizations such as real estate firms, housing agencies, etc. Market agency related products (FHA, VA, etc.) to low-to-moderate income borrowers and in low-to-moderate income neighborhoods.Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility. Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed.Negotiates terms and conditions of loans with mortgagors. Has authority to bind the bank in connection therewith.Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. Interact with various housing agencies and governmental entities focused on CRA initiatives. Stay informed of industry regulations and governmental requirements as they relate to CRA housing needs.Meet with potential customers to ascertain financial needs as they may relate to CRA guidelines, first time homebuyer guidelines and mortgage opportunities that lie therein. Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. Scope of Responsibilities: Facilitates the bank's need to meet its CRA responsibilities with the federal regulators and the citizens of the community bank regions. Relationships will forge with local housing agencies and groups which specialize in CRA outreach programs. The incumbent is required to travel extensively with limited supervision. The position requires extensive external contacts (potential and existing customers, Realtors, etc.) primarily on sales calls outside the office, as well as internal contacts (other Bank personnel). Will interact with individuals and teams internally and within the assigned community, developing new relationships and maintaining existing relationships. Responsible for establishing and maintaining federal registration requirements outlined in the SAFE Act. Supervisory/ Managerial Responsibilities: None. Education and Experience Required: Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. #LI-111 M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $31.72 - $52.86 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBridgeport, Connecticut, United States of America

Welcome to PeoplesBank! We are the largest mutually chartered bank in Western Mass and Northern Connecticut, we are proud to lead the way in green values, sustainable energy financing, and charitable giving. Our commitment to operating in the best interest of our customers is matched by our dedication to fostering an inclusive and engaging work environment. We offer excellent compensation, workplace flexibility, and a competitive benefits package to our associates. Our award-winning culture has earned us recognition as the Best Place to Work and Best Local Bank. Join our team of dedicated and innovative individuals and be a part of our dynamic, successful organization. Let's make a difference together! Summary: PeoplesBank is seeking a motivated and customer-focused Residential Mortgage Loan Officer to generate residential mortgage business within our primary lending areas. This role involves cultivating relationships with real estate professionals, builders, attorneys, and other referral sources, while also leveraging internal leads and past customer connections. The ideal candidate will consistently generate mortgage applications that lead to closed loans, actively participate in community and business development events, and deliver exceptional service throughout the mortgage process. Strong interpersonal skills, attention to detail, and a thorough understanding of conventional loan structures are essential. This position requires NMLS registration. This position includes a base salary and commissions structure. Essential Duties and Responsibilities: * Consistently generate high-quality mortgage applications that result in closed loans, meeting or exceeding monthly production goals. * Proactively cross-sell deposit products to mortgage customers, enhancing overall customer value and deepening relationships. * Actively engage in community and industry events-including Realtor associations, expos, and chamber functions-to build visibility and drive mortgage volume. * Develop and execute a strategic annual market plan to identify and capitalize on growth opportunities within the bank's footprint. * Provide timely and responsive service by following up on all customer inquiries and referrals within 24 hours. * Ensure full compliance with federal, state, and bank regulations by completing annual training and adhering to all service and operational standards. * Other duties as assigned. Education and Experience: * Bachelor's degree or an equivalent combination of education and experience * One to three years of relevant experience Certifications, Licenses and/or Registrations Required: * Requires the ability to obtain the National Mortgage Licensing System (NMLS) registration - must obtain said license after a period, to be determined by decision maker. * Must be able to successfully complete the registration process, which includes, and is not limited to, undergoing a criminal background and credit check and must remain in compliance with the NMLS License regulations and rules. Computer Skills: * Knowledge of Microsoft applications, including Word and Excel * Experience utilizing laptop technology Skills Required: * Excellent verbal and written communication skills, ensuring clear and professional interactions. * Strong interpersonal and customer service abilities, with a talent for building and maintaining client and business relationships. * High level of discretion and integrity, committed to protecting the financial privacy of clients, colleagues, and the organization. * Thorough understanding of conventional loan structures. * Willingness to travel to various banking center locations throughout region as needed and assigned. Work Environment and Physical Demands: * The working conditions and physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. * *Work location may vary due to business needs after employment. Frequent travel is required to and from various banking centers within reasonable distance and the PeoplesBank Executive Office in Holyoke, MA. Flexibility is essential for this role. * While performing the duties of this job, the associate is regularly required to sit, use hands to sort, write and keyboard, and to listen and speak. The associate is frequently required to reach, walk, stoop, crouch. The associate is occasionally required to stand, lift, bend, drive and travel.

Commercial Loan Officer Department: Commercial Lending Job Status: Full-Time FLSA Status: Exempt Grade: 15 Reports to: SVP, Senior Lender, Massachusetts Amount of Travel Required: Some Travel Required Positions Supervised: None The Commercial Loan Officer is responsible for managing and developing a portfolio of commercial loan and deposit relationships, ensuring alignment with the Bank's financial goals. This role involves identifying new business opportunities, evaluating loan requests, working along with credit partners to complete credit analysis and preparing loan proposals. The ideal candidate has experience in commercial lending, strong analytical skills and proven ability to cultivate client relationships. ESSENTIAL FUNCTIONS * Develops, manages and grows a portfolio of commercial loan and deposit relationships. * Identifies and pursues new lending opportunities through direct outreach, networking, referrals and community involvement. * Actively identifies and refers cross-sell opportunities to other areas of the Bank. * Contributes to the achievement of Commercial Team goals as it relates to revenue & portfolio growth, asset quality and compliance. * Structures and negotiates loan terms that meet client needs while protecting bank interests. * Collaborates with Credit Analysts, Loan Assistants and other team members to ensure excellent client service. * Monitors loan portfolio performance, manage risk, and maintain compliance with policies and regulations. * Must complete BSA, AML, and other Regulatory and Continuing Education as assigned. * Assumes additional responsibilities as requested. POSITION QUALIFICATIONS Competencies * Accountability * Analytical Skills * Business Development * Negotiation Skills * Productivity * Sales Results * Written Communication Education/Experience/Skills & Abilities * Minimum 7 years of experience as a commercial lender and ability to manage a large commercial loan portfolio. * Experience as a commercial credit analyst preferred or similar sound credit background. * Knowledge of Small Business Administration guaranty programs. * Strong analytical, verbal, interpersonal and written communication skills. * Strong negotiation and sales ability. * Must be a responsible and independent worker who can interact well with other members of the Commercial Team. * Ability to handle sensitive and confidential situations and documentation. * Ability to prioritize and multi-task. PHYSICAL DEMANDS Physical Demands Lift/Carry Stand Occasionally 10 lbs or less Not Applicable Walk Occasionally 11 - 20 lbs Not Applicable CLICK HERE TO APPLY Sit Frequent 21 - 50 lbs Not Applicable Handling/Fingering Occasionally 51 - 100 lbs Not Applicable Reach Outward Occasionally Over 100 lbs Not Applicable Reach Above Shoulder Not Applicable Push/Pull Climb Not Applicable 12 lbs or less Not Applicable Crawl Not Applicable 13 - 25 lbs Not Applicable Squat or Kneel Not Applicable 26 - 40lbs Not Applicable Bend Not Applicable 41 - 100 lbs Not Applicable N (Not Applicable) Activity is not applicable to this occupation. O (Occasionally) Occupation requires this activity up to 33% of the time (0-2.5+ hrs/day) F (Frequently) Occupation requires this activity from 33%-66% of the time (2.5-5.5+ hrs/day) C (Constantly) Occupation requires this activity more than 66% of the time (5.5+ hrs/day) Other Physical Requirements None Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

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.

Solicits residential loan applications by calling on and maintaining contacts with real estate agents/brokers and residential real estate builders/developers, contacting potential applications, and being active and visible in the community. Interviews residential real estate loan applicants, completes applications, forwards to Mortgage Processing and works with processing team to close loan in timely manner. Ensures exceptional client service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements. RESPONSIBILITIES: Primary: Establishes and implements on-going sales call program directed toward developing relationships with realtors, builders, lawyers, accountant and business owners to ensure a continuous reference source for mortgages and loans. Handles inquiries from applicants and bank personnel, interview potential clients, take a complete application and set proper expectations with client (incl. referral source) regarding loan application process. Maintain high level of client service by clearly communicating terms of loan options, follow up, and availability to answer questions Compiles and analyzes data for residential real estate loan requests. Evaluates loan applications and documentations for credit worthiness Outlines loan terms and conditions and informs the borrower of loan commitments. Prepares residential loan packages in accordance with bank standards. Effectively utilize Pipeline management to properly track and effectively manage loans on a daily basis. Keeps management apprised of competitive product, pricing and marketing activities. Makes recommendations to the Residential Mortgage and Consumer Loan Manager to update or add to residential loan products, terms and conditions on a case-by-case basis. Resolves client complaints. Conducts meetings and seminars with realtors and other groups with the aim of cultivating relationships Takes part in the planning and presentation of seminars pertinent to existing and potential Bank clients, i.e. First Time Homebuyers Program. Participates in civic functions in the Bank's assessment area to create community awareness about the bank. Performs other duties as assigned. Completes all required compliance training as assigned in a timely manner LEADERSHIP PHILOSOPHY: Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success. Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making. Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research BASIC KNOWLEDGE & TRAINING REQUIRED FOR MAXIMUM PROFICIENCY: Work requires knowledge of a specialized field, and extensive knowledge of the bank's policies and procedures, as well as general banking knowledge. Fluency in Spanish is preferred but not required. EXPERIENCE: Three years to five years of similar or related bank lending experience, with strong selling and sales organization experience. EDUCATION: A two-year college degree or completion of a specialized course of study at a business or trade school. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibility. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform routine data entry and validation tasks. - Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Review and validate loan documents. - Handle routine calls, emails, and/or chat responses. - Monitor work queues and intervene as needed. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Skills and Job-Specific Competencies: - Proficiency in Microsoft Office. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise Job Ref: 141857 ### Place of Work On-site ### Requisition ID 141857 ### Application Email ****************************

Responsible for developing and maintaining strong and profitable relationships with commercial clients and providing quality client service. Actively call on businesses in Ascend Bank's strategic lending area and eastern CT; effectively negotiate, structure and underwrite proposed loans in a timely manner and in alignment with the Bank's loan policy; obtain necessary approvals, close the loan and administer the client relationship. GENERAL DESCRIPTION OF DUTIES: Develop relationships with business owners, developers, lawyers, accountants, and real estate investors to develop new relationships as well as maintain satisfactory relationships with existing clients. Network to achieve continuous referral sources for the Bank. Work with the Business Banking Relationship Officers and with Branch Managers on joint calling efforts to cross sell various Bank products and services. Interview potential commercial loan clients, quote rates and terms, obtain the necessary information to underwrite the loan request, properly assesses the request and structure the loan in conformance with Loan Policy. Actively involved in the loan review of the existing portfolio to ensure credit quality and recommends any upgrades or downgrades to loans. Works one on one with credit analysts on completing loan offering memorandums or providing information as needed for accurate underwriting. May at times need to underwrite commercial loan requests. Presents loan to appropriate loan authority level. Originate new loans, fee income and deposit relationships. Recognize and support cross selling opportunities for additional services including cash and wealth management. Works with the Commercial Loan Servicing Representative to ensure all loan documentation is accurate, attends loan closing and ensures all follow up documentation is received. Evaluate potential client loan requests and make loan recommendations to management. Participate with Senior Credit Risk Manager on underwriting matters. Perform other duties as required. Completes all required compliance training as assigned in a timely manner. LEADERSHIP PHILOSOPHY: Empower & Support: Prioritize employees' growth by providing resources, mentorship, and opportunities for success. Lead with Integrity: Foster a culture of trust, transparency, and ethical decision-making. Encourage Collaboration: Fostering an environment that leverages collaboration, innovation, and accountability to achieve strategic goals DIGITAL LITERACY: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills. Information, data, and content Teaching learning and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research EXPERIENCE REQUIRED: Five to eight years of relevant commercial lending and/or commercial real estate lending experience in a bank setting. SBA Lending experience would also be a plus. EDUCATION REQUIRED: A college degree or equivalent work experience. MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

Job Description At Community Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to helping our customers manage their finances, we're committed to our employees. After all, they make it happen for our customers every day. To ensure our people can enjoy long and successful careers here at CFSI, we offer competitive compensation, great benefits, and professional development and advancement opportunities. As an equal-opportunity workplace and affirmative-action employer, we celebrate and support a diverse workplace for the benefit of all: our employees, customers and communities. Responsibilities As a member of the Retail Banking Team, the Mortgage Loan Consultant originates mortgage loans to meet individual and department production goals. Loans must be originated in accordance with bank policies and investor and regulatory guidelines, with an emphasis on delivering superior customer service. The Mortgage Loan Consultant is responsible for establishing and maintaining strong professional ties to area business generators by executing a sales call program to service realtors and other referral sources to develop new mortgage business. Grow Your Pipeline - Proactively generate mortgage loan opportunities through networking, outreach, and a structured sales approach targeting realtors, builders, financial planners, and other referral sources. Close More Deals - Identify customer needs through a formal consultative process, present tailored mortgage solutions, and guide clients through the loan process from application to closing. Be the Go-To Expert - Educate customers on loan programs, underwriting guidelines, and market trends while ensuring compliance with regulatory policies. Deliver White-Glove Service - Conduct personalized consultations, either in-office or at convenient locations, to ensure a seamless borrowing experience. Maximize Cross-Selling Opportunities - Expand relationships by referring clients to other banking services, including deposit accounts, business banking, insurance, and wealth management. Own the Loan Process - Oversee the loan application lifecycle, coordinating with underwriting, processing, and closing teams to ensure timely funding. Stay Ahead of the Market - Keep informed of industry trends, local market conditions, and regulatory updates to position yourself as a trusted mortgage advisor. Make an Impact - Represent the bank at local business and community events, delivering exceptional value and building brand awareness. Drive Compliance & Excellence - Maintain full compliance with federal and state mortgage regulations while upholding the highest standards of professional ethics. Maintain proficient knowledge of, and demonstrate ongoing compliance with all laws and regulations applicable to this position, ensure ongoing adherence to policies, procedures, and internal controls, and meet all job-specific training requirements in a timely fashion. Perform other related duties as assigned or directed. Ancillary Duties: Cooperate with other members of department to achieve department goals Cooperate with employees of other departments to provide quality service, solve problems and achieve bank goals Qualifications Education, Training and Requirements: An Associate's degree or equivalent preferred. High School Diploma or GED required. Specialized Banking and lending education and training. Valid driver license. Skills: A Winning Mindset - Proven sales experience with a drive to exceed goals and a passion for helping clients understand the value of working with you. A Sales-First Approach - Strong relationship-building skills and the ability to generate referrals and new business opportunities. Financial Knowledge - An understanding of mortgage products, underwriting guidelines, and regulatory requirements. Technology & Communication Skills - Proficiency in mortgage software, CRM systems, and strong verbal/written communication abilities. Education & Licensing - An Associate's degree (or equivalent experience), specialized banking/lending training, and active NMLS registration under The SAFE Act. A Commitment to Growth - Willingness to embrace and share new ideas and different perspectives that enhance personal growth and success while participating in ongoing sales coaching and mentorship. Must be able to consistently demonstrate the Company's core values: Integrity, Excellence, Teamwork, and Humility Other: This position requires National Mortgage Licensing System (“NMLS”) registration under the terms of The Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (The SAFE Act). Experience: 3+ years of experience in a professional sales environment in financial services normally required.

The Head of Residential Lendingposition is responsible for the management of the origination process through the post-closing process. Key Responsibilities Business Development and Sales · - Responsible for new business development and identifying strategic opportunities to grow mortgage lending. Ensure achievement of annual mortgage production goals set by the bank for the year. · - Oversight of the overall planning and development to ensure the bank's annual consumer loan goals are met · - Responsible for meeting the goals set for portfolio and loan sale mix · - Develop overall strategies to achieve annual department goals other than production goals Audit · - Meet annual requirements for FTHB seminars and mortgage days in all Savings Bank of Danbury markets · - Audit and reviews results are less than two report findings per audit · - Audit and reviews are prepared and responses to audits occur within established timelines Policy and Procedure Management · - Ensure through lending process that loans are underwritten and approved following Savings Bank of Danbury policies and procedures · - Maintain up to date knowledge of changing legislation so that Savings Bank of Danbury complies with all state and federal compliance regulations · - Adheres to company policies and procedures on loans sold to investors ensuring they meet the investors guidelines · - Is aware of and complies with CRA guidelines and policies, ethics policy, and non-discrimination policy. Educational and experience requirements include: · Excellent written and oral communication skills to interact with customers and our internal team · Proven high level management skills · Minimum of 5 years of experience in mortgage management or a similar role - Strong knowledge of mortgage lending practices, regulations, and industry standards - Familiarity with financial services software and systems - Excellent analytical skills with the ability to assess risk and make informed decisions - Strong understanding of GAAP principles and regulatory reporting requirements - Knowledge of SOX (Sarbanes-Oxley Act) compliance is preferred Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The Consumer Loan Processor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The Loan Processor is also responsible for reviewing and verifying supporting documents submitted by branch personnel and loan applicants to ensure accuracy. Essential Functions/Position Responsibilities: · Review applications received, contact the applicant(s) for any missing information on the application such as purpose of the request and terms of the loan. · Utilizes Meridianlink Loan Origination System by using features such as ordering credit reports, obtaining NADA collateral values, IQQ GAP, Mechanical Breakdown Protection, Debt Protection and Docusign. · Maintain clear, professional communication with branch personnel, Underwriters and loan applicants regarding loan status, documentation required, and loan closing instructions. · Contact branch personnel to reach out to applicant(s) to schedule closings once loan is clear to close if the applicant(s) would like to close in a branch. Loan Processor is responsible for completion of the funding information such as dates, GAP, MBP, Debt Protection and autopay. If the applicant(s) elects to close electronically, the Loan Processor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the Loan Processor is responsible for booking the loan to INSIGHT, prepare check to print in branch if applicable and combine statement. · LSI Fulfillment - Review personal loan closing package prepared by LSI to ensure accuracy prior to LSI sending out to applicant(s) for signatures. Once the loan is booked by LSI, review rate, term and combine statement in INSIGHT. · Ancillary Products - must be familiar with all types as the Loan Processor will be required to cross sell GAP, Mechanical Breakdown Protection and Debt Protection. · Cross selling other consumer loan product(s) - Meridianlink Loan Origination System prequalifies applicants for other consumer loan products. Loan Processor is responsible to cross sell whatever products they may prequalify for such as VISA Platinum/VISA Rewards Credit Cards, personal loans and/or vehicle loans. · Provide routine information concerning the credit union, its services, and its policies. · Monitor pipeline weekly, following up with applicants on existing loan application in process. Requirements Experience Two to three years' consumer lending experience preferred. Education/Certifications/Licenses High School Diploma or equivalent required. Interpersonal Skills Knowledge of Windows applications, i.e. MS Word, Excel. Knowledge of Credit Union specific applications (current origination and core processing software) Salary Description Market Value $26.80

Status: Exempt/Officer Grade: 9E Salary Range: $52,000 - $103,330 Pays base (within the salary range) + commission Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior relevant experience, and specific work location. Location: Willimantic, CT - 803 Main St Purpose/Objective: This position is responsible for soliciting and servicing a variety of residential mortgage loans. Interview applicants, collect financial data and documents, and make recommendations regarding the loan products that best meet the borrower's needs. Assist buyers in the purchase process through closing. Key Accountabilities: * Develop and expand internal and external referral sources. * Work closely with borrower(s) to secure all required information and loan documentation required for underwriting. * Submit applications and supporting documentation consistent with all state and federal regulatory and compliance guidelines. * Provide ongoing communication and updates to borrower(s) on the status of their loan request. * Provide all follow-up documentation as requested by underwriting/processing within a timely manner. * Follow up on all conditions to ensure timely loan closings and rates lock expirations are satisfied. * Cross-sell other bank products and work with appropriate business partners to deepen banking relationship. * Work to meet the credit needs of the communities the Bank serves, including helping low- to moderate-income residents acquire and remain in affordable housing. * Cultivate and maintain relationships with branch personnel within lending area. * Ensures compliance with all banking laws, rules, regulations, and prescribed policies/practices/procedures necessary to reduce risk and uphold ethical standards related to and required by one's duties. Must be eligible to be registered in the Nationwide Mortgage Licensing System & Registry for purposes of SAFE Act. Education: * Bachelor's degree preferred Experience: * Minimum of 5 years' experience in mortgage originations with a well-developed client base Skills & Knowledge: * Extensive knowledge of various loan products including: FHA, VA, and Mass Housing and portfolio lending * Knowledge of FNMA/FHLMC products and guidelines * Extensive knowledge of mortgage application procedures including disclosures, GFE, TIL, HMDA and RESPA requirements * Ability to work independently and be self-motivated * Effective written and verbal communication skills * Excellent sales and consulting skills * Strong interpersonal skills * Accuracy and attention to detail * PC literate (Word, Excel, e-mail and Internet) and ability to access and use online mortgage banking tools (credit bureaus, investor website, etc.) We endeavor to make this site accessible to any and all users. Berkshire Bank is an Equal Opportunity Employer - all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin. If you would like to contact us regarding the accessibility of our website, need assistance completing the application process, or would like to request alternative methods of applying, please contact us at ********************.

What we do: We're a recognized national leader in building communities. Every community begins with individuals and families coming together to create homes and start businesses. We help those individuals and families, regardless of their background, find the means to purchase or build their homes, create a place of security and warmth, and thus build those communities. We. Make. A. Difference. Why you'd like us: We're a powerhouse of a bank but our teams are small and focused, allowing us to work hard but smart. We strive for a productive, fascinating, motivating, honest, open, flexible, empowered, enjoyable work environment. We are recognized as leaders in improving communities around the country and our work helps individuals and families build the security and confidence necessary to achieve their dreams. If you've ever wanted to see the outcome of your labor, be a part of something bigger, work with other people who are focused on making a difference - you've found the right place. Please create a profile and apply via this link: ********************************************************************************* Resumes will NOT be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate. Job Description What you'll do: The Basics: · Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job! · Pre-qualify applicants in person, by telephone, or email / letters as appropriate. · Work with the team to assist underwriting approval. · Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan. · Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted! · Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business. The Good Stuff: · Represent the Bank in the community to develop profitable new business and ensure our customers are happy. · Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine! · Attend Realtor functions and conferences - learning & networking all in one. · Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy. Qualifications What you'll do: The Basics: · Meet with prospective customers, provide them information on mortgage loan rates and terms, and take their applications - you'll be meeting people from all walks of life, one of the best parts of the job! · Pre-qualify applicants in person, by telephone, or email / letters as appropriate. · Work with the team to assist underwriting approval. · Maintain contact with customers and follow through on mortgage applications in process. Work with customers and the team to gather information necessary to ensure the customer's success at getting the loan. · Ensure completeness of paperwork and documentation and reviews for compliance - those T's need to be crossed and those I's need to be dotted! · Keep informed of changes in Bank policies and procedures and in state and federal regulations impacting residential mortgage business. The Good Stuff: · Represent the Bank in the community to develop profitable new business and ensure our customers are happy. · Build your own team of realtors, accountants, attorneys, and people referred by existing customers to gain new business - nothing beats a team working like a well-oiled machine! · Attend Realtor functions and conferences - learning & networking all in one. · Get to know your clients to understand their needs and aspirations so you can provide a full range of support to help them achieve dreams - there's no better feeling than seeing that look of trust, gratitude, and joy. If you're interested in joining, doing something meaningful, and being a part of something bigger than yourself, we'd love to hear from you. Apply now and let's get the conversation started! Please create a profile and apply via this link: ********************************************************************************* Resumes will NOT be read or reviewed so please offer as much information as possible (especially about your knowledge, skills, and abilities) since the platform uses that to determine your qualifications as a candidate. Additional Information All your information will be kept confidential according to EEO guidelines. ***PLEASE APPLY USING THIS LINK: ********************************************************************************* PLEASE FILL OUT YOUR PROFILE THOROUGHLY BECAUSE YOUR RESUME WILL NOT BE EVALUATED FOR THIS ROLE

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.

Primarily responsible for working with customers interested in identifying and obtaining permanent FHA/VA and conventional mortgage loans and other residential mortgage programs that best meet the customer's financial needs and objectives, and adhering to the requirements of federal registration under the SAFE Act. Primary Responsibilities: Interviews applicants to collect and analyze information regarding their income, assets, debts and credit data as well as their needs, desires, and earnings to assist in determining whether the loan will be an acceptable risk; obtains and analyzes pertinent financial and credit data. Independently assesses applicant's credit worthiness. Has authority to issue pre-qualification statement of borrowers' eligibility. Determines which products best meet the customer's needs and financial circumstances and advises potential borrowers regarding the advantages and disadvantages of different financial products and the most appropriate mortgage loan programs. Makes recommendations to customers regarding other bank products or to alternative lending vehicles, as needed. Cultivates new mortgage business. Markets, services and promotes the bank's mortgage products. This includes the solicitation of residential first mortgages through contacts with Realtors, builders, and developers. May be required to travel to and work at prospective customers' homes or business locations. Follows-up on potential customers via travel or telephone. Negotiates terms and conditions of loan with mortgagors. Has authority to bind the bank in connection therewith. Ensures lending compliance with all origination procedures including bank policies and procedures and regulatory requirements. Advises management on effective compliance strategies and potential modifications to corporate operating policies where appropriate to ensure ongoing regulatory compliance. Independently monitors trends and developments in the local real estate market, as well as the changing rules and regulations pertaining to both private and government-insured mortgages. Represents the bank in the community and related functions to identify, develop and promote additional business. May present seminars to general public and real estate agents to promote additional business and community outreach. Scope of Responsibilities: The incumbent always works under limited supervision, sometimes away from the office. The position requires extensive external contacts (potential and existing customers, Realtors, etc.), as well as internal contacts (other Bank personnel) primarily on sales calls outside the office. Will interact with individuals and teams internally and within the community assigned, developing new relationships and maintaining existing relationships Responsibility to establish and maintain federal registration requirements outlined in the SAFE Act. Education and Experience Required: Associates degree and 2 years sales experience, OR in lieu of a degree, A combined minimum of 4 years higher education and/or relevant work experience, including a minimum of 2 years sales experience. Thorough knowledge of FHA/VA regulations, conventional loan requirements and real estate law. Education and Experience Preferred: Technical Skills General knowledge of personal computers and software programs utilized by Residential Mortgage Department Proven sales ability. Strong mathematical skills. Self-motivated, well-organized individual. Excellent verbal and written communication skills. Ability to interact with individuals at all income levels and peers in a professional manner. Demonstrated ability to work independently and to follow through on details to completion. Ability to work under critical time constraints. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. Compensation for this role is based on commission - a draw will be advanced. The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.LocationBridgeport, Connecticut, United States of America

About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Perform complex data and document validation. - Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.). - Handle more complex calls, emails, or chat sessions. - Complete appraisal eligibility tasks. - Evaluate loan applications for compliance with product guidelines. - Perform other related duties as required and assigned. - Demonstrate behaviors that are aligned with the organization's desired culture and values. Qualifications: - Associate's degree or equivalent work experience. - Proficiency in Microsoft Office. - Financial Services and, if possible, mortgage industry experience preferred. - General understanding of applicable Federal, State, and Local Regulations. Travel Requirements: No travel will be required, unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise. Job Ref: 141859 ### Place of Work On-site ### Requisition ID 141859 ### Application Email ****************************

The Consumer Loan Processor is responsible for processing and booking consumer loans within the Loan Origination System to INSIGHT. The Loan Processor is also responsible for reviewing and verifying supporting documents submitted by branch personnel and loan applicants to ensure accuracy. Essential Functions/Position Responsibilities: * Review applications received, contact the applicant(s) for any missing information on the application such as purpose of the request and terms of the loan. * Utilizes Meridianlink Loan Origination System by using features such as ordering credit reports, obtaining NADA collateral values, IQQ GAP, Mechanical Breakdown Protection, Debt Protection and Docusign. * Maintain clear, professional communication with branch personnel, Underwriters and loan applicants regarding loan status, documentation required, and loan closing instructions. * Contact branch personnel to reach out to applicant(s) to schedule closings once loan is clear to close if the applicant(s) would like to close in a branch. Loan Processor is responsible for completion of the funding information such as dates, GAP, MBP, Debt Protection and autopay. If the applicant(s) elects to close electronically, the Loan Processor would prepare the closing documents and send them to the applicant(s) to sign electronically through Docusign. Once electronically signed documents are received, the Loan Processor is responsible for booking the loan to INSIGHT, prepare check to print in branch if applicable and combine statement. * LSI Fulfillment - Review personal loan closing package prepared by LSI to ensure accuracy prior to LSI sending out to applicant(s) for signatures. Once the loan is booked by LSI, review rate, term and combine statement in INSIGHT. * Ancillary Products - must be familiar with all types as the Loan Processor will be required to cross sell GAP, Mechanical Breakdown Protection and Debt Protection. * Cross selling other consumer loan product(s) - Meridianlink Loan Origination System prequalifies applicants for other consumer loan products. Loan Processor is responsible to cross sell whatever products they may prequalify for such as VISA Platinum/VISA Rewards Credit Cards, personal loans and/or vehicle loans. * Provide routine information concerning the credit union, its services, and its policies. * Monitor pipeline weekly, following up with applicants on existing loan application in process. Requirements Experience Two to three years' consumer lending experience preferred. Education/Certifications/Licenses High School Diploma or equivalent required. Interpersonal Skills Knowledge of Windows applications, i.e. MS Word, Excel. Knowledge of Credit Union specific applications (current origination and core processing software)

The Mortgage Loan Closer is responsible for the day to day pipeline management and closing of all residential mortgage loans, ensuring timely receipt of the packages back from the closing table and shipment of files to investors. This position does require daily interaction with the Compliance Dept., Attorneys, closing agent employees and customers, and reports to the Department Manager. Key Responsibilities 1. -Responsible for the review of all supplied information and accurate completion of all mortgage loan closing packages, including the most complicated programs such as FHA, VA, USDA and those including grant funds. 2. - Pay all FHA premiums within 10 days of closing. Upload funding packages within 48 hours of performing post closing review 3. -Responsible for the management of closing and clear to close pipelines 4. -Submission of accurate closing packages to attorneys at least 24 hours in advance 5. -Consistently utilize all portions of the Closing Compliance and File Audit Checklist during each step of the closing/funding process. 6. -Effectively communicate with attorneys, borrowers, and co-workers in a professional and positive manner. 7. -Accurately review closing disclosures and all legal documents (prior to closing and post closing) to certify that the Banks' proper lien position, compliance and investor requirements have been properly fulfilled. Gather any missing documentation and ensure packages are complete and well documented. 8. - Order wires on closing transactions daily so funds reach the closing agent on the day of closing. 9. -Responsible for reviewing all signed funding documents sent from the closing agent, and confirming all "at closing" conditions on the final loan approval have been met prior to issuing the funding. 10. -Complete all past close closing to board loans to servicing by the 15th of the month for the previous month. 11. -Responsible for preparing training documentation of all closing functions and serves as a resource to Closers within the department.