Loan officer jobs in San Leandro, CA - 230 jobs

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Rezolute is a late-stage rare disease company focused on significantly improving outcomes for individuals with hypoglycemia caused by hyperinsulinism (HI). Our antibody therapy, RZ358 (ersodetug), is designed to treat all forms of HI and has shown substantial benefit in clinical trials and real-world use for the treatment of congenital hyperinsulinism (cHI) and tumor hyperinsulinism (tHI). We are planning to announce topline results for a Phase 3 study for cHI in December 2025 and a Phase 3 study for tHI will commence in Q3 2025 with anticipated topline results in 2H 2026. Reporting to the Chief Executive Officer, the CCO will work closely with the CEO and other members of the leadership team to shape and execute the company's strategy and priorities for growth. This is an exceptional opportunity to play a key role on the management team, including leading the commercial activities globally with an anticipated launch for ersodetug in 2027. Responsibilities Rezolute is seeking an experienced CCO capable of providing leadership, direction and vision with the aptitude to drive commercial growth and excellence. The CCO will be responsible for all commercial operations as well as the go-to-market strategy for product launches and commercialization while managing all aspects of the commercial team. The CCO must be a dynamic leader who will be tasked with establishing and overseeing the successful direction, planning and execution of company policies, objectives, initiatives and deliverables. Additional responsibilities include: Driving prelaunch plans and the go-to-market strategy, ensuring alignment to support the growth plan and revenue targets as well as collaboration across the enterprise to ensure successful product commercialization. Defining and implementing the commercial strategy, including working with other members of the leadership team to identify challenges, opportunities, and action plans to ensure the achievement of commercial objectives. Supporting the CEO and the rest of the leadership team in the development and execution of a corporate strategic plan. Formulating Rezolute's strategic direction in collaboration with the leadership team including identifying opportunities for growth, market expansion, and competitive advantage. Setting clear commercial goals and objectives that are aligned with the company's vision. Remaining informed about market trends, industry developments, and competitive landscape. Conducting market research and analysis to identify opportunities for business growth and recommend potential modifications to Rezolute's strategy accordingly. Capturing market facts/dynamics and reports to support KOL and patient engagement as well as competitive readiness. Leading and further developing the commercial team including creating a world class commercial organization. Qualifications The CCO is expected to have strong commercial, marketing and business development expertise, combined with the ability to succeed at a strategic, tactical and operational level, with excellent global experience and cultural sensitivity. The CCO must have outstanding internal and external communication skills and an inclusive pro-active approach. Bachelor's degree in business administration, Marketing, Finance, or a related field. Master's in Business Administration (MBA) is preferred with a minimum of 15 years of experience in global executive roles in the biopharmaceutical industry, ideally leading commercial and business development go-to-market teams. Extensive knowledge of drug development generally and commercial execution specifically. Experience in rare, ultra rare and orphan disease therapies is required, including recent experience in leading successful rare disease product launches. Rezolute (RZLT) currently anticipates the base salary for the Chief Commercial Officer role could range from $380,000 to $450,000 and will depend, in part, on the successful candidate's geographical location and their qualifications for the role, including education and experience. This position will also be eligible for an annual performance bonus in accordance with the terms of the applicable plan (depending, in part, on company and individual performance and at the Company's discretion on an individual basis). The compensation described above is subject to change and could be higher or lower than the range described based on current market survey data and the qualifications, education, experience and geographical location of the selected candidate. Rezolute offers competitive compensation, stock options and a rich benefits package. Qualifying employees are eligible to participate in benefit programs such as: Health Insurance (Medical / Dental / Vision) Disability, Life & Long-Term Care Insurance Holiday Pay Tracking Free Vacation Program 401(k) Plan Match Educational Assistance Benefit Fitness Center Reimbursement We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr

A national banking institution in San Francisco seeks a CRA Loan Specialist to manage the origination of residential mortgage loans. This role involves developing CRA prospects and conducting homebuyer-training seminars. The ideal candidate should possess strong organizational and customer service skills and knowledge of lending guidelines. It offers a competitive incentive-based compensation structure and comprehensive benefits for employees. #J-18808-Ljbffr

Our client is seeking a Temporary Consumer Loan Funder I for a contract opportunity. The Temporary Consumer Loan Funder I, who will be responsible for planning, preparing and organizing consumer loan documentation to ensure accurate and expeditious loan closings while providing superior Member service. Key Responsibilities Funding Loans: o Responsible for the timely and accurate coordination, processing and funding of all loan files including reviewing and interpreting underwriting conditions. o Receive funding packets as assigned by department and manage funding from various incoming channels. o Analyze Loan approval conditions in loan origination system (LOS). Verify the accuracy and integrity of all loan data entered into the system including but not limited to Membership, names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, KBB/NADA/Black Book/MSRP information, income, etc.). o Manage and continue to maintain all data and updates within the LOS throughout the funding process. o Communicate and follow-up with Members/vendors regarding loan status and request and manage the timely return of required documentation needed to fund loan. o Discuss loan options and programs with Members and vendors to ensure quality Member service. o Identify cross sell opportunities that will benefit Member. o Analyze credit report, credit applications to ensure credit requirements and loan policies are met. o Verify Members income by paystubs and/or analyze personal and business tax returns to ensure income and loan policy requirements are met. Department and Consumer Loan Officer Support: o Utilize queue management system, within LOS, in conjunction with Consumer Loan Officers to ensure high quality Member/vendor service. o Report daily any problems or concerns with specific loan files. o Propose new or improved processes that will improve current file flow. o Provide exceptional service to all Members, volunteers, internal team members, and vendors. o Review and complete lending reports as needed or assigned. Other functions: o Research and resolve Member or team member concerns as directed. o Compose and type general correspondence including emails, letters, memo communication for staff, vendors and Members. Minimum Qualification: Knowledge, Skills and Abilities 2 years of experience in consumer lending industry or closely related field. Thorough knowledge in the use of Internet-based loan origination software. Knowledge of lending principles, practices, rules, regulations, and sales. Ability to calculate income from paystubs, tax returns and or business returns. Knowledge of compliance requirements. Skill in the operation of personal computers and general office equipment. Ability to communicate effectively both verbally and in writing. Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members. Ability to act independently and confidentially, using discretion and tact. Ability to analyze situations and recommend workable solutions. Ability to coordinate a variety of activities simultaneously and prioritize work. Ability and desire to work in and contribute to a team environment.

Who Are We? With an “A” health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. Continuing along it highly successful growth trajectory, SFFedCU is seeking a Sr. Loan Processor for our Golden Gate Branch in San Francisco. The Senior Real Estate Loan Processor is responsible for delivering an exceptional member experience while processing conventional and non-conventional mortgage loans and lines of credit. This includes all major functions during the loan process including file preparation for underwriting submission, document preparation, tracking and scanning. The position requires data input into the loan origination system from loan origination through final loan approval. The Senior Real Estate Loan Processor communicates on loan status to members, vendors, and any parties involved with the transaction. The Senior Real Estate Loan Processor must be registered and NMLS compliant. Prepares the data and supporting documents to support an underwriter's loan decision on real estate files on the Loan Origination System from application through final loan approval. Ensures timely ordering and accuracy of all loan documents and data input from such data sources as credit reports, flood certificates, preliminary title reports, home owners insurance, income documentation, and appraisal reports. Seeks out outstanding conditions and sets proper expectations for those conditions to ensure timely loan closing. Identifies and escalates potential problems or delays to underwriters and/or managers . Communicates clearly and concisely with loan originators, underwriters, and closers. Performs other duties as assigned Who Are You? Requires an Associates Degree (AA) with a minimum of four (4) years mortgage lending experience and customer service. Current knowledge of Federal and State laws and regulations to ensure compliance with FHLMC, FNMA, correspondent lenders, and regulators. Strong verbal and written communication skills with demonstrated ability to communicate professionally. In depth knowledge of lending compliance, credit risk analysis, and pricing. Ability to work on own, and in a team environment. ICE/Encompass knowledge preferred. Demonstrated analytical and critical thinking skills with the ability to complete multiple competing tasks at the same time, while meeting established expectations. Strong computer skills, including Windows, Word, Excel, Outlook, Microsoft Office Suite. Must possess strong problem-solving skills and ability to identify and resolve problems and issues, and also identify opportunities that can enable members to secure their financial vision. Why You'll Love It Here You'll work alongside a passionate team in a mission-driven organization, get exposure to executive decision-making, and grow your skills across a broad range of functions. No two days will be the same-and that's exactly how you like it. The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base, bi-annual bonuses, as well as tuition reimbursement. SFFedCU is an Equal Employment Opportunity Employer. In accordance with federal and state laws, SFFedCU does not discriminate in employment because of race, color, religion, sex, national origin, age, physical and mental disability, marital status, pregnancy, childbirth, breastfeeding or related condition, ancestry, medical condition (associated with cancer, a history cancer or genetic characteristics), veteran or military status, sexual orientation, gender, gender identity or gender expression, HIV/AIDS status, genetic information or any other characteristic protected by law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

Wealthfront is seeking a licensed mortgage loan originator to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilties Support and educate clients as they work through the intake process and finalize their loan closing Ensure all initial application data and documents are accurate and complete before submitting to Processing Act as primary point of contact and set clear client expectations on timelines and requirements Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements Mastery of all loan types available Manages leads with intricate profiles including complex self-employment and asset structures Proactively structures loans to meet program requirements before submission to processing Identifies friction points during the process and proposes solutions to Management Ensure that all loans originate in full compliance with federal and state regulations Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA Deep understanding of mortgage loan products and underwriting guidelines Self-driven with the ability to work independently and collaboratively Excellent organizational skills, able to set and meet deadlines in a high paced environment Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization Intellectually curious and interested in applying technology to enhance business processes Prior experience in wholesale and/or correspondent channels Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements Mortgage Loan Originator License 4+ years of experience Strong knowledge of Conventional Conforming and Jumbo guidelines Solid understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $70,000 - $88,000 plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

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

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage! · Uncapped commissions! · Loan products for all borrower types! · Add additional LO's to your team OR act as an individual LO! · Licensed in 28 states and growing! · Administrative, operational and compliance support provided by Corporate! Successful Candidate Attributes: · Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. · Maintains a database of past clients for marketing purposes. · History of closing at least 3-5 units per month. Loan Officer Requirements: · An active NMLS/MLO license (required). · Strong knowledge of lending regulations and industry best practices. · Exceptional interpersonal and communication skills. · Analytical mindset with the ability to assess complex financial information. · Sales-oriented mindset with a commitment to achieving targets. · Detail-oriented and organized. · Proficient in relevant software and tools. Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.

Job Title: Branch Loan Officer (Business Development Officer) Department: Consumer Banking Classification: Non-exempt Reports to: Branch Manager Summary/Objective: A) Develop strong customer relationships in order to generate high volume of prospective clients. Manage customer calls and appointments effectively for new opportunities and respond to client queries regarding the products in a timely fashion. Explain prospective clients about the advantages of the products or services offered and follow up with them in order to close business deals. B) Assist management with financial analysis for both existing and potential customers. Essential Functions: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Follow-through with borrowers, loan processors, underwriting through all phase of the underwriting process. 2. Manage good relationship with existing customers, including cross selling of additional bank and loan products. 3.Responsible for following up to ensure all banking services provided clients exceed their expectations. 4.Collect and analyze borrower and property financial information including tax return, rent roll, etc. to determine the property's debt carrying ability and the borrower's capacity to repay. 5.Full knowledge in residential mortgage, commercial loan commercial small loans and insurance product and responsible for branch business development, e.g. CRE loan, Home loan, Trade Finance, New customers (CIF) and insurance, etc. 6.Responsible in following up with clients to ensure receiving necessary documents on time in order complete the loan process. 7.Spread and analyze personal and corporate financial statements. 8.Prepare credit analysis on companies and guarantors, prepare credit proposal. 9.Responsible for business expansion by deepening relationships, identifying cross sell opportunities, and increasing client acquisition. 10.Actively participate in community activities business referral and to promote the bank. 11.Prepare various weekly/monthly reports for management. 12.Responsible for annual review on commercial loan. 13.Updated Annual review and input rating to GCMS. 14.Ability to build solid relationship with teammates and business partners. 15.Perform site visit for new loan and annual review of existing loan. 16. Answer customer inquiry on deposit and borrower inquiry on loans. 17. Applies strong critical thinking and problem-solving skills to meet customer needs. 18. Collect information and process pre-qualification letter for residential mortgage. 19. Be able to cross sell our Life Insurance products. 20. Cross sell other deposit products to bring new CIF, e.g. CD, ATM etc. 21. Participate in special projects as required. 22. Performs other duties as assigned. Competencies: In order to perform the job successfully, an individual should demonstrate the following competencies: 1. Quality Management - demonstrates accuracy and thoroughness. 2. Customer service - responds promptly to customer needs and meets commitments. 3. Oral communication - communicate with customers and branch employees effectively and clearly. Supervisory Responsibility: None Physical Demands: This is largely a sedentary role, requiring use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Walking around the office and talking to employees and supervisors is required. Travel Requirements: None Required Education and Experience: Bachelor's degree (B. A. or B. S.) from four-year college or university. 1-4 years related experience and/or training; or equivalent combination of education and experience. Life Insurance License preferred. MLO registration required. Additional Qualifications: An individual should have knowledge of spreadsheet software, word processing software and power point software. Language/Communication Skills: Able to read and interpret documents such as operations policy and procedures. Able to write routine reports and correspondence in Chinese and English. Fluency in Mandarin and English. Other Duties: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. It is understood and agreed that the employee may be required to perform additional duties as assigned by the employee's supervisor or Manager.

Working for Pacific Service Credit Union We put people first. That includes our members, our employees and the communities we serve. We hire energetic and enthusiastic people who want to work as part of our team. What's in it for you? Health insurance coverage: We provide our employees with 100% premium employer-paid medical, dental, vision, disability and basic life insurance for full-time employees and a low monthly premium for eligible dependents. 401k: We contribute 3% of your base salary to your 401k account regardless of whether you contribute or not. In addition, we match 75% of your contributions up to the first 3% of eligible compensation beginning after your first day of employment and up to 6% after three years of service. Bonus program: All employees are rewarded for attaining our annual organizational goals. Tuition Reimbursement program for employees eligible after six months of service. Recognition program where employees can be nominated by management, their peers or by members. Employee referral bonus. Student Loan Repayment Assistance: Contributions toward your student loans every month by the credit union after six months of service. Employees are eligible to receive a consumer loan rate discount Vacation and sick time: Full-time employees receive more than two weeks' vacation per year, 11 paid holidays and 10 days of sick leave. Our Hiring Process We believe it's important for you to know where you stand in our hiring process. Below is an outline of the steps we take to make the best hires possible. Apply: Submit your resume for one of our job openings. Our Talent Team and our partner - Total Quality Consulting (TQC Team) will review your submitted information and will call or email successful applicants for an interview as soon as possible. In-Person Interview: After a screening call with TQC, we'll invite a final number of candidates to our office for an in-person interview or set up a live Zoom meeting with the hiring manager(s). If we believe that you have what it takes, we'll make an offer and provide next steps in the hiring process! ABOUT THIS ROLE: At Pacific Service Credit Union, we are committed to strategic growth through trust, innovation, and operational excellence. By empowering our internal teams with the tools and support they need to succeed, we strengthen organizational efficiency, ensure compliance, and advance our mission of enhancing member financial well-being. The Indirect Loan Officer performs the evaluation and processing of indirect auto loan applications submitted through the Credit Union Direct Lending (CUDL) platform. This role delivers accurate and timely credit decisions, completes required documentation, and prepares loan files in compliance with lending policies and regulatory requirements. The Indirect Loan Officer researches applicant creditworthiness, maintains strong relationships with dealership partners, collaborates with internal teams, and assists and supports dealers throughout the loan funding process. The position contributes to operational efficiency, produces accurate loan outcomes, and recommends solutions to facilitate efficient loan processing and funding. This role requires an organized and dependable individual with strong communication skills and the ability to complete tasks accurately and on time. The position supports the team and organization by assisting with day-to-day activities, completing assigned projects, and contributing to efforts that advance organizational goals and uphold core values, while enhancing member/service outcomes. ESSENTIAL JOB FUNCTIONS: Determine credit decisions in accordance with established lending policies and approved credit limits, and maintains awareness of evolving laws and regulations within the auto industry. Manage indirect lending queues by assessing loan applications while maintaining established service level agreements(SLAs). Communicate loan approvals and declines with members and dealership partners in a professional manner, providing detailed explanation of credit decisions and outlining potential options for future consideration. Evaluate credit risk and prepare supporting documentation for clinical review, when required. Collect required loan application components including credit bureau reports, collateral evaluation, member account data, financial statements, tax returns, and other pertinent information to ensure consistent and sound lending decisions. Open new membership accounts by verifying acceptable identification, confirming eligibility through acceptable documentation, and ensuring proper account funding. Review loan files for accuracy and completeness, including loan documents, finance contract, buyer's order, title paperwork, insurance information, membership application, acceptable identification, vehicle book out, and ancillary product contracts. Maintain accurate member and loan information in the core system to ensure smooth funding of loan packages. Proactively and professionally assist in dealer relationship management to support efficient indirect lending operations. Cross-sell applicable credit union products and aftermarket offerings, such as GAP, warranties, and value adding purchases, to enhance our member's financial future. Identify and recommend opportunities to streamline or improve systems, processes, and the work environment, and assist with development and maintenance of departmental policies and procedures. Assist with and will-call member needs that arise to ensure a positive and seamless auto purchase experience. Support the funding of indirect loans approved by other loan officers, as needed. Comply with all federal and state laws, as well as organizational policies and procedures, requirements related to the Bank Secrecy Act (BSA), Identity Theft Red Flags, and Office of Foreign Assets Control (OFAC). Performs related responsibilities, as required. Contribute to company innovation and continuous improvement. Foster a culture of evolution by adapting to changes, optimizing processes, and contributing to the growth and success of the organization. Demonstrate accountability in your work by taking ownership of responsibilities, setting clear goals, meeting deadlines, and delivering high-quality results. Act with integrity, follow through on commitments, and uphold professional standards. Support and uphold company culture by aligning your work with the credit union's mission and values, contributing to a positive, high-performing environment. Demonstrate dependable performance including attendance and punctuality, recognizing that it is essential to organizational excellence and operational success. Comply with all anti-money laundering laws, including the Bank Secrecy Act, OFAC regulations, and the USA PATRIOT Act, as well as all related policies and procedures. SUPPORTING FUNCTIONS: Provide back-up and support to manager, as directed Performs special projects and other responsibilities, as directed COMPETENCIES: The following competencies are essential for success in this role: Job knowledge: Demonstrates solid job expertise; learns and applies new skills effectively; works with minimal supervision; understands how work impacts others; uses resources efficiently. Effective communication: Communicates clearly and concisely; tailors messages to audience needs; engages listeners; keeps stakeholders informed. Problem solving: Identifies issues early; gathers and analyzes information effectively; develops alternatives; resolves problems promptly; contributes productively to group solutions. Quality of work: Delivers accurate, thorough work; proactively reviews processes; prevents recurring issues; ensures deliverables meet all standards, expectations, and deadlines. Member focus: Shows courtesy and professionalism; manages difficult situations constructively; meets commitments; responds promptly; seeks feedback to improve service. Collaboration: Builds strong working relationships; demonstrates tact and professionalism; supports others; works cooperatively; helps resolve conflicts productively. Execution: Translates strategy into action; pursues goals with focus and urgency; commits the necessary effort; implements plans efficiently and delivers results within required timeframes. REQUIRED MINIMUM QUALIFICATIONS: Education: High School diploma or equivalent, required. Experience: Minimum of two years of underwriting experience in indirect lending or a related role, including at lease two years of experience working with auto dealers. Minimum of two years of underwriting experience Excellent credit analysis, and "car intelligence” skills. Knowledge of Credit Union Direct Lending (CUDL) platform and familiarity of DMV documentation and processes. Excellent oral and written communication skills required Must be proficient in computer programs (e.g., Microsoft Office Suite) PREFERRED QUALIFICATIONS: Demonstrated ability to work independently as a self-starter, manage projects through completion with little supervision, and meet deadlines in a fast-paced environment. Proficiency in Symitar and Origence, with the ability to effectively use keyboard and 10-key calculator. PHYSICAL REQUIREMENTS: Hearing: Ability to hear and comprehend spoken communication in person and over the phone. Vision: Ability to view computer screens and read documentation with clarity and accuracy. Verbal Communication: Ability to speak clearly and effectively to interact with colleagues and/or members. Frequent use of telephone headset may be required. Manual Dexterity: Proficient use of hands and fingers for typing, operating office equipment, and handling documents. Posture and Endurance: Ability to sit or stand at a workstation for extended periods; adjustable sit/stand desk options may be available to support comfort. Mobility: Ability to move within the office environment to attend meetings or assist colleagues, as needed. Lifting and Carrying: Occasionally required to lift and carry materials weighing up to 30 lbs. OTHER INFORMATION: Hours Required: A work schedule of Monday through Friday, generally 8 a.m. to 5 p.m., with some alternate work schedules. This position is eligible for the credit union's telecommute policy. Travel Requirements: Less than 5% local travel required. Limited travel during the work schedule, primarily for training, meetings, or special projects.

ESSENTIAL FUNCTIONS: External Loan Originations/Pipeline Management • Provide exceptional member service at all times via all lines of communication while adhering to RCU standards of service. • Independently source and develop new referral relationships that will mutually benefit RCU and its Members while strongly enhancing mortgage lending origination goals. • Actively grow previously self-generated external referral relationships that will mutually benefit Redwood Credit Union's Members and increase residential lending volume. • Effectively and efficiently market all first and second lien residential loan products which include but are not limited to, conventional, conforming, jumbo, primary, secondary, investor occupant combined with fixed rate and adjustable rate products offered through the Credit Union as Fannie Mae eligible and/or those that may meet the Credit Union's mortgage portfolio requirement. • Determine and ethically consult as to options that serve the best interest of all applicants. • Take applications using web-based loan origination system; answer phone inquiries and handle mortgage referrals as needed. • From a Member service perspective, the External Loan Officer has the overall responsibility of communication for their assigned loans from origination through the funding of the loan(s). • The External Loan Officer is responsible to gather and review all documents for a complete and accurate file submission to processing and follow up communication as needed for incorrect/incomplete submissions. • Accurately interpret Fannie Mae Desktop Underwriter findings so that all possible loans can be decisioned at minimum inconvenience to Members while assuring a correct credit decision can be made. • Consult with Members on at least a weekly basis regarding the status of their loan. • Actively pursue cross sell opportunities and offer those that will benefit each individual Member. • Develop and utilize pipeline management system with loan processor to ensure rate lock management and high quality member service. • Discuss loan options and programs that will benefit each Member, including counter-offers when appropriate. • Recommend action steps and counsel to Members that will to help them qualify for a future loan when a loan has been declined due to current circumstances to preserve potential membership opportunity. • Represent RCU in a courteous and professional manner at all times. • Provide exceptional service to all Members, volunteers, employees and service providers. • Will travel to various locations to originate loans and sales. Member Support & Special Projects • Instruct at homebuyer or other types of seminars, as needed. • Discuss loan products and services at special events such as home shows. • Recognize and propose changes in the workflow to maintain maximum efficiency. • Research Member or employee concerns as directed and follow through until the matter is resolved; may include certain inquiries after a loan transaction has closed. • Perform special projects and other duties as assigned. • Recommend and implement new products and services that will benefit the membership of RCU. Will cover the Sonoma County area.

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

About Newfi Lending Founded in 2014 and headquartered in Emeryville, CA, Newfi Lending is owned by Apollo Global Management, one of the largest private-equity firms in the world. As one of the largest non-QM lenders in the industry, we are passionate about offering innovative lending solutions to borrowers nationwide. Our proprietary loan programs and common-sense exceptions offer greater opportunities to qualify self-employed borrowers, real estate investors, or borrowers needing ways to access their home equity in our Wholesale, Correspondent, and Consumer Direct channels. We are looking for forward-thinking and dynamic professionals to be a part of Newfi's story…apply today to join our team! Newfi offers an amazing compensation package along with member service leads, digital mortgage technology, top of the line local processing and a hybrid work-from-home/office opportunity! Newfi is operated by industry veterans who have experience running top mortgage companies and developing diverse product offerings (National Lender). We offer our Loan Advisors qualified client introductions from our own lead generation and lead partners. We are a direct lender and offer the opportunity for Loan Officers to originate a unique second lien product offered by no other lender. Loan originations are supported with a full suite of proprietary technology solutions, to speed up quoting, applying, packaging, and originating loans (w/ support of a Loan Assistant). Requirements Who we need: Ability to convert Company Leads into Fundings following Company Lead Protocol. Minimum 2 years of successfully originating loans. Minimum 2 years mortgage experience. High comfort level with advanced online technologies. Must be SAFE Act compliant and NMLS licensed (UST). Possess a positive, enthusiastic and high-energy attitude. Uncanny client relationship builder who is motivated by growth. Benefits: Competitive comp plan with salary. 401k and full medical, dental, vision. Leadership at your fingertips. Newfi Lending is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce. Visit us at ************* or ********************** Disclaimer: The above statements are intended to describe the general nature and level of work being performed by persons assigned to this position. They are not intended to be an exhaustive list of all associated responsibilities, skills, efforts, or working conditions. The Company reserves the rights to change, amend, add, delete, and otherwise assign any and all duties, responsibilities, and position titles, as it deems necessary to meet the needs of the business.

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

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

Manages and services a portfolio of the Bank's adversely-graded loans (“Special Loans”) to preserve loan principle and secure interest. Collects payments on delinquent Real Estate loans. Develop repayment plans to accommodate customer and Bank needs. Structure loan/repayment terms within established limits. Collect assigned delinquent Real Estate loans. Maintain tickler system on accounts to ensure proper follow-up. Conduct “skip-tracing” on all accounts. Arrange for property repossessions and foreclosures. Receive and initiate appropriate action on bankrupt accounts. Develop network of credit contacts as resource in recovery accounts. Resolve legal issues regarding non-payments. Maintain awareness of current collection and lending laws for all types of loans. Court appearances as required. SECONDARY DUTIES The position of Loan Recovery Officer performs duties specific to the position and other function as assigned. COMPLIANCE RESPONSIBILITIES Must be familiar with all deposit related regulations and receive training on a regular basis as appropriate. This includes but in not limited to BSA, Reg E, Reg CC, Reg DD, BPA, RFPA/Reg P, Reg D and Branch Closing Procedures. Employee must follow all policies and procedures as set forth by the Bank as well as any regulations. Employee must also have knowledge of all lending related regulations including but not limited to: Reg Z, FEMA, HMDA, Fair Lending, FCRA, RESPA, and Predatory Lending. The employee must be able to take and pass all the required regulatory training as outlined by the Bank on a quarterly basis. This employee must adhere to all security related procedures of the Bank including Branch security, protection of customer information and security as it relates to the Bank's internet and technology systems. SUPERVISORY RESPONSIBILITY The position of Loan Recovery Officer is responsible for the supervision of Loan Recovery Specialists. ENVIROMENTAL AND PHYSICAL ACTIVITY The Loan Recovery Officer is in a non-confined office-type setting in which he or she is free to move about at will. It may include some minor annoyances such as noise, odors, drafts, etc, This employee in the course of performing this position spends time writing, typing, speaking, listening, lifting up to 15 pounds, carrying, sitting, pulling, walking, standing, squatting, kneeling and reaching. This employee for this position may operate any or all of the following: telephone, cellular telephone, copy and fax machines, adding machine (calculator), money counter, typewriter, computer terminal, personal computer and related printers. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. MENTAL DEMANDS Employee must be able demonstrate their ability to read documents or instruments, detailed work, problem solving, customer contact, reasoning, language, presentations, verbal and written communications, analytical reasoning, multiple concurrent tasks and frequent interruptions. MINIMUM REQUIREMENTS These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and /or ability required to perform the position in a satisfactory manner. Individual's abilities may result in some deviation from these guidelines. Knowledge of Bank collection procedures and systems Working knowledge of bankruptcy laws Good oral and written communication skills Negotiation skills Knowledge of laws and regulations applicable to Special Loans (e.g., truth-in-lending, fair credit reporting) 3 - 5 years of collection experience

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

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Weekly Working Hours: 40 Collects on delinquent consumer loans. Performs skip-tracing to establish contact with borrowers to re-establish payment program and to determine potential problem accounts. Works out payment problems with customer. Responds to all inquiries from customers, branches, and loan officers. Maintains customer relations while following necessary procedures. Will perform the following duties on a daily basis: Collects delinquent installment and revolving loans by contacting borrowers by telephone or correspondence to obtain payment, performing proper documentation. Performs skip-tracing on customers and establishes contact to re-establish payment program, and to determine potential problem accounts. Inputs changes on Collection Management Systems. For example, changes of addresses, phone numbers, and account updates. Resolves customer disputes as they arise; refers unresolved and complex problems to supervisor. Completes collection queue on a daily basis. Performs additional job related duties as required. EOE Westamerica Bank's Privacy Policy may be found at: ********************************* Requirements:

Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas. The Mortgage Loan Processor manages a pipeline of mortgage loan files from application through closing, ensuring accuracy, compliance, and timely completion. This role reviews and verifies borrower documentation, resolves title and documentation issues, coordinates with all parties involved, and maintains clear communication to support a smooth loan process and exceptional member experience. What you'll do: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting Manage an assigned pipeline of 25-40 loans on a daily and weekly basis Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances Communicate with all parties involved in the transaction to keep them informed of file status Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures Communicate with various companies to obtain Hazard Insurance, Flood Certificate, Title Commitment, Appraisal and payoff information What you'll bring: Five years to eight years of mortgage loan experience Working knowledge of RESPA regulations and general mortgage and consumer lending regulations (including but not limited to Regulation Z and Regulation B) strong math and analytical skills and prioritization and time management Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period. Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location. 1st United Credit Union is an Equal Opportunity Employer