Loan officer jobs in Santa Clarita, CA - 159 jobs

Deputy Chief Banking Officer - Beverly Hills, CA The Deputy Chief Banking Officer (DCBO) role represents a pivotal leadership opportunity within a rapidly growing, relationship-focused financial institution. As the Bank continues to scale in size, sophistication, and market influence, the DCBO will serve as a force multiplier for the Chief Banking Officer, elevating commercial banking performance, expanding market presence and delivering client experience that distinguishes the Bank as the trusted partner of choice for high-value clients and businesses. This is a highly visible and influential executive role that directly shapes the Bank's revenue engine. The DCBO will help lead the evolution of the banking strategy, unifying relationship management, credit partnerships, and operational delivery in a cohesive approach that delivers disciplined performance while enabling strong and sustainable growth. Stepping into this position means building upon an already strong foundation guided by the Chief Banking Officer's leadership, capitalizing on a highly skilled banker bench, a strong credit culture, and a differentiated market offering. The DCBO will enhance execution by strengthening productivity, operational alignment, and market responsiveness through scalable frameworks designed to keep pace with the Bank's growth trajectory. In partnership with the CBO, this leader will help advance a culture where bankers are empowered to deliver proactive guidance, deepen relationships, and expand the Bank's presence within prioritized commercial and private client segments. This position offers a meaningful opportunity to partner in leading the evolution of a unified and high-performing banking organization. Under the direction of the Chief Banking Officer, the DCBO will support efforts to reinforce a consistent sales culture centered on accountability, client success, and disciplined performance. They will collaborate cross-functionally to reduce friction in the delivery model, enhance speed and transparency in deal execution, and support the development of clearer pathways for banker growth including competency models, coaching programs, and talent succession plans that strengthen the division's bench both now and for the future. Supporting the advancement of the relationship management function is central to the role's purpose. The DCBO will help unlock banker potential through structured sales enablement, enhanced resource coordination, and improved internal partnership between front-line teams and Treasury, Operations, and Product leaders. By championing clearer expectations, aligned performance measures, and improved support systems, this role contributes to greater accountability while helping bankers accelerate ramp‑time, strengthen internal mobility, and expand client relationships with greater confidence. As a key contributor to the Banks's long‑term vision, the Deputy Chief Banking Officer will help drive market growth, portfolio strength, and financial performance across the Bank's commercial footprint. Working in close alignment with the executive team, the DCBO will ensure that talent, operational capabilities, and portfolio growth strategies remain synchronized and forward‑looking. This role plays a vital part in elevating both the employee and client experience by reinforcing a culture of excellence that strengthens loyalty, drives results, and supports the Bank's sustained success. ESSENTIAL DUTIES and RESPONSIBILITIES Onboarding & Development Partner with new Relationship Managers during their first 90 days to accelerate learning, build confidence, and ensure successful integration into the CalPrivate culture. Deliver structured onboarding, training and coaching sessions focused on sales processes, client engagement and compliance. Monitor early progress, providing constructive feedback and clear action plans for improvement. Coaching & Accountability You develop leaders by offering personalized coaching, constructive feedback, and career growth support. Guide sales team in executing tailored business development plans that foster long‑term, high‑value client relationships. Provide leadership during challenging client interactions and support by developing effective solutions. Performance & Reporting Regularly review performance metrics, sales reports, and pipeline activity to identify trends, gaps and opportunities. Deliver timely reporting and insights to the Chief Banking Officer regarding sales performance, team development, and coaching outcomes. Ensure sales organization remains focused on key performance drivers, including deposit growth, loan origination, and client relationship expansion. Lead group coaching sessions and best practice workshops to foster peer learning and collaboration. Partner with leadership to identify ongoing training needs and implement development programs that elevate effectiveness. Promote a culture of accountability, resilience and excellence within the sales organization. Serve as a role model by demonstrating strong business development skills, client relationship management, and adherence to the CalPrivate brand of service. MISSION CRITICAL OBJECTIVES | YEAR 1 Elevate Banker Productivity & Sales Execution Implement structured sales coaching, pipeline discipline, and account planning framework that increase RM revenue contribution, accelerate onboarding of new client relationships, and improve wallet‑share growth across deposits, lending and treasury services. Strengthen Credit Quality & Risk Culture Reinforce proactive portfolio management practices, early‑warning monitoring and strong underwriting alignment with Credit Administration, resulting in improved asset quality, reduced turnaround times, and stronger credit decision transparency for bankers and clients. Build a High‑Performance Talent Bench Develop and launch a competency‑based talent model including training pathways, leadership development, and performance scorecards to improve banker capability, increase engagement and retention, and strengthen succession readiness across all markets. Build and Launch a Scalable Banker Onboarding and Development Program Design and operationalize a structured 90‑day onboarding and training program for Relationship Managers to accelerate integration, confidence, and production readiness. Reduce new banker ramp‑up time to full productivity by a targeted percentage (e.g., from 6 months to 3 months). Improve Operational Efficiency & Client Experience Partner with Operations and Treasury to streamline front‑to‑back processes, remove barriers that impede sales execution, and implement clear service‑level expectations resulting in faster deal cycles, reduced friction points and measurable improvements in client satisfaction metrics. Advance Cross‑Functional Collaboration & Alignment Establish a unified banking delivery model that enhances coordination across product, credit, and operational teams ensuring bankers are fully supported and empowered to deliver comprehensive financial solutions with consistency and speed. Embed a Consistent Culture of Accountability & Transparency Implement standardized expectations for performance, communication, and reporting across regional teams improving visibility into results, reinforcing accountability, and enabling timely intervention to support services. THE INDIVIDUAL The successful candidate is an accomplished commercial banking executive who combines strategic vision with hand‑on learning and a deep commitment to exceptional client experience. They are a builder by nature, skilled at scaling teams, strengthening portfolio growth, and enhancing operational effectiveness through disciplined sales execution and strong credit acumen. This leader brings a proven track record of developing high‑performing bankers, fostering cross‑functional collaboration, and driving profitable expansion within competitive banking markets. With strong executive presence, data‑driven decision‑making, and the ability to inspire trust across the organization, the ideal candidate thrives in environments of growth and transformation and consistently elevates both talent performance and organizational culture. ProfessionalExperience+Qualifications Aminimumoffifteen(15)yearsin banking or financial services, with a strong emphasis on business development, client relationship management, and sales leadership. A minimum of ten (10) years in sales management, coaching, or leadership role. nCino SME, leveraging the platform to streamline sales processes and enhance client management. Proven tract record of success in commercial or private banking sales leadership. Demonstrated ability to coach and develop high‑performing sales professionals. Strong analytical and reporting skills, with the ability to translate data into actionable insights. Excellentinterpersonalandcollaborationskills,includingtheabilitytobuild trust and influence across teams. Experience holding individuals accountable to performance expectations while fostering engagement and growth. Education+ Certifications Bachelor's Degree in business administration, finance, operations management, or a related field; MBA or advanced degree strongly preferred. LeadershipStyle+ Characteristics Leading by Example:Demonstrating and fostering, by example, a sense of urgency, strong commitment/accountability, serving others above self, client‑focus and sound decision making to achieving goals. Inspirational:Encouragingandinspiringcolleaguesandsubordinatestostretchbeyondwhatthey thought they could accomplish. BusinessAcumen:Knowledgeofthecompetitivelandscape,currentandemergingpractices,products, and services within the industry. Professionalism:Displayalevelofprofessionalismthatinspiresconfidenceinteammembersandclients/prospects. VisionandPurpose:EmbraceandcommunicateCalPrivate'svision,itsgoalsanditsbusinessneeds;dedicatedtosuccess;inspiresandmotivates. DealingwithChange:Caneffectivelycopewithchange;adaptableandinclinedtowardchange. ConflictManagement:Makeconflictsopportunitiesforimprovement;strivesforwin/winresolutions. Client Focus:Dedicated to meeting the expectations of customers by applying first‑hand client information; establish and maintain effective client relationships while balancing the Bank's and the client's interests. EthicsandValues:Adheres to code of conduct; and rewards right behaviors. Salary Range: $228,000.00 To $314,000.00 Annually Our Career Benefits & Team Member Commitments Our mission is driven through Relationships,Solutions and Trust. This is built by our incredible Team Members.Learn about our benefits and our mission to provide a DistinctlyDifferent ™ banking experience. #J-18808-Ljbffr

Summary of Primary Functions Under limited direction will be responsible for the promotion of credit union products and services to members either on the telephone or in person. Provides counsel to new and existing members in regards to the various credit union services available. Performs credit analysis on assigned loan requests to make loan decisions within sound lending practices and regulatory requirements; including, not limited to, approve, decline, counter-offer and recommendations. May perform data entry for incoming loan requests. Coordinates with interviewers and/or members for follow-up on new accounts until a final decision has been reached. Communicates consumer loan decisions and provide guidance and advice to members on credit performance. May also function as a Credit Union notary. Some duties may be performed by other staff as determined by management. Responsible for staying current with all applicable policies and procedures. Provides guidance, training, and support to department team members and to other departments as needed. Skills and Abilities High school graduate or equivalent. Three years experience within a financial institution with demonstrated success in a sales environment. Strong and thorough knowledge of consumer loan products and services, core system transactions and balancing functions, new accounts, member service, and other loan products. Ability to assist members with all credit union products and services. Effective organizational and communication skills, with an emphasis on positive member communication. Strong working knowledge of Microsoft Office, the loan origination systems, and all related lending systems. Duties and Responsibilities Provide excellent service to our members while consistently exhibiting the CARE philosophy in all interactions Responsible for the promotion of credit union products and services May assist with daily member inquiries, including, but not limited to, savings rates, loan rates, MasterCard accounts, and account inquiries May answer member inquiries regarding credit union policies and procedures Accepts incoming calls from members Function as an expert, internal point of contact for questions regarding loan programs, qualifying for a loan and loan funding. Review and decision loan requests in a timely manner consistent with the organization's service objectives Follow-up and advise staff or members of loan decisions Provide basic and routine real estate information Insure the completeness and accuracy of all documents received Monitor incoming loan applications from all channels and work with staff and members to facilitate their loan transaction from origination through to funding in a timely manner that meets the Credit Union's service objectives May function as a loan interviewer or loan processor Analyze credit report and credit scores based on the lending criteria of the credit union Calculate income, obligations, and assets of members in accordance with credit union guidelines Review and analyze basic personal and business tax returns Review and analyze loan information for completeness and accuracy Review and analyze loan documentation including, but not limited to, credit report, employment history, income verification Identify and prevent potential fraud and overall risk to the credit union Assure members debt ratio and discretionary income demonstrate a member's ability to repay the loan Makes every possible effort to approve loans for member within established credit union lending guidelines and adhere to regulatory requirements Responsible for staying current with all applicable policies and procedures May council members in regards to debt management Council members on denial reasons and provide member with suggestions on how to improve their chances for future approval May assist in loan administration to assure all loans are documented, collateralized, and closed according to credit union policies and procedures May recommend loans for review to Credit Committee May perform data entry for incoming loan requests Assist in internal and external audits as needed Review and process incoming member communication; including but not limited to, voice mail, U.S. mail, and email Supports management in attaining organizational goals and objectives Participate in department and organization meetings as directed Maintains member and other sensitive information with confidentiality Provide support in various areas as needed NGFCU offers competitive compensation and a rich benefits package including medical, dental, vision, disability and life insurance, and a 401(k)-profit sharing plan with employer matching. Compensation and Job Title is commensurate with experience and may fall under the following pay ranges: Consumer Loan Officer I - $25.53/hr to $35.74/hr Please note that the salary information is a general guideline only. Northrop Grumman Federal Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We perform thorough background checks including verification of previous employment, education, credit checks and pre-employment drug screening. Any discrepancies in reported dates, titles, or degree information may result in an employment offer to be withdrawn. NGFCU is an Equal Opportunity Employer Pursuant to the Los Angeles Fair Chance Ordinance, we will consider for employment-qualified applicants with arrest and conviction records.

Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. High school diploma or equivalent and appropriate licenses as required by state. Valid driver's license and current automobile liability insurance. A minimum of 12 months loan originator experience required. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision making ability. Excellent and effective presentation and communication skills, both verbal and written. Ability to quickly assess and process large amounts of data and use of appropriate AU software technology. Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts. Continue to expand knowledge of issues influencing the industry and the organization. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, bank officers, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s). Other duties as assigned.

Job DescriptionCommercial Mortgage Originator: We are actively seeking an experienced loan officers to originate commercia,l conventional, alternative, construction, hard and soft money fix and flip or short-term, long-term and portfolio rental loans.The loan leads will be provided through an in-office position at a nationally known real estate office. The office is located in the Sherman Oaks area. A successful candidate will need to demonstrate the ability to learn the programs thoroughly and be organized and resourceful enough to build and manage referral relationships within the realtor office and build relationships with incoming realtors as well! This is a hybrid position, that requires in-office of the realtors office and attending company sales meetings. We offer: among the most competitive programs in the business, exceptional training, marketing support, origination support, processing support, very lucrative commission compensation package Our Programs Are: Multifamily and Mixed-Use fix and flip loans Residential, Multifamily and Mixed-Use Long-Term Rental Residential (1-4 units) Short-Term Rental Loans Residential - Multifamily and Mixed-Use Portfolio Loans Ground-Up Construction (1-20 units) Commercial Funding: Multifamily, Mixed-Use, Office, Retail, Light Industrial, and Limited Specialty Properties Originators must: attend weekly online or in-person team meeting attend weekly online product training as needed attend weekly one on one production call A successful full time Originator will close on average 3 to 5 or more transactions a quarter and earn $180,000 annually. Job Posted by ApplicantPro

About the Job: SURMOUNT Capital Markets (formerly NNN Pro), is a full-service real estate advisory firm with four main business verticals: the leading Net Lease Investment Sales team in the country, Capital Markets, Lease Advisory, & Development. The recently formed Capital Markets team is seeking a motivated and dynamic Loan Originator to join the team and contribute to driving the firm's success in the capital markets space. Key Responsibilities: · Cultivate and build relationships with potential borrowers, investors, capital sources and strategic partners. · Originate and structure commercial real estate loans tailored to client needs while aligning with company objectives. · Maintain a robust deal pipeline and consistently achieve or exceed performance targets. · Stay informed on market trends, financial regulations, and lending best practices to enhance offerings. Desired Qualifications: · Comfortable with cold calls and client outreach · Understanding of real estate fundamentals · Effective oral and written communication skills · Outstanding quantitative and analytical skills · Motivated self-starter with effective time management skills and strong attention to detail · A desire to work within a fast-paced, collaborative and entrepreneurial environment · A recent college graduate with 0-6 months of real estate experience

Supreme Lending Consultants seeks "full time" and/or "part time" sales pros. Supreme; is the premiere provider of loan placements to the Healthcare Marketplace, including practice acquisition financing, debt consolidation financing, commercial real estate and start up financing. We work with Dentists, Veterinarians, Physicians, Optometrists and Independent Pharmacists. We will also provide financing to the CPA industry as well. This Opportunity is to work in the Healthcare Professional Financing Industry! Income Opportunity can be substantial for the right individuals. Average deal size is typically $500K and a person with the right skill set can bring in an average of two deals per month with the potential to earn $12,000 to $15,000, bring in 4 deals and earn $25,000 plus MONTHLY. However, with this being a 100% Commission Only Proposition, the Income to be Earned is UNLIMITED! This is a great opportunity for a self-motivated individual who either knows the industry or who has a strong desire to learn the industry. Good backgrounds that have transferable skill sets are, but are NOT limited to the following; professional practice finance, mortgage banker, financial broker, auto lending, collections, banking/commercial lending, equipment leasing, healthcare finance, healthcare equipment or supply sales., If you have a desire to have an unlimited income potential, this is the job for you!! Healthcare Manufacturer Reps can find having a lending product a great add to their product offerings and can enhance sales. The professional practice lending products can be an excellent door opener for "new" Doctor clients and substantially enhance current Doctor relationships. Offering these lending products can be an "excellent" supplement to your current income through referral fees paid by Supreme for loan closed. Referral loans from Bankers and other Industry Reps can pay a minimum of 1% of the loan amount as a referral fee. Why say 'no' to those loans that might not fit the banks 'sweet spot' or current offerings when Supreme can find a home for that loan and allow you to service and maintain your bank customer. With Supreme, you will have the backing of an Executive Team with over 40 years combined industry experience with aggressive rates that allow us to compete in the marketplace! Resume and Cover Letter would be helpful. PLEASE READ the above job description completely. The company website is; ***************** Supreme Lending Consultants is a group of Healthcare Lending Professionals with over 40 years combined lending experience that will assist you in finding a loan product that is right for you. We take it upon ourselves to present your loan to the Bank and deal with them directly on your behalf.

Job DescriptionTitle: Loan Originator Compensation: $4,000/month base (post-ramp) + Highly Competitive Commission Structure + Bonus Opportunity** We are expanding our national bridge-lending presence and building a high-performance commercial-lending sales team. With a strong capital base, an established lead-generation engine, and rapidly increasing deal flow, we are seeking a Loan Originator who can develop new client relationships, drive structured loan volume, and contribute to broader growth initiatives. What You Will Be Doing • Build and maintain a pipeline of real estate investors, developers, and brokers using our inbound leads, outbound outreach, and your existing network. • Understand and apply our origination guidelines, pricing structure, and sales approach. • Conduct consistent outreach to warm and cold leads; maintain weekly activity metrics and monthly loan origination targets. • Collaborate with underwriting, marketing, and leadership to support deal execution and refine the borrower experience. • Participate in the full lifecycle of bridge-loan transactions-including initial inquiry, structuring, documentation, and closing. • Provide market feedback, competitor intel, and client insights to support ongoing business development and strategic adjustments. • Potential to mentor and support a regional team as the business scales. What You Need for this Position • Experience in mortgage, bridge lending, private credit, commercial real estate, or financial sales highly preferred. • Strong relationship-building skills and comfort with consistent prospect outreach. • Solid understanding of loan products, credit profiles, or real estate finance (or ability to learn quickly). • Self-driven, metrics-oriented, and comfortable operating in a fast-moving, high-growth environment. • Ability to travel for select client meetings, events, or market expansion efforts. • Ability to travel for select client meetings, events, or market expansion efforts

Job Description Job Title: SBA Loan Forgiveness Consultant (Commission- based) We are a privately held, multi-family real estate company seeking a highly knowledgeable and results-driven SBA Loan Forgiveness Consultant. This role is ideal for a professional with a strong background in federal loan programs, particularly those related to the Small Business Administration (SBA), and a proven track record of navigating complex financial and compliance-related challenges. The consultant will be responsible for evaluating existing loans and developing a strategy to pursue forgiveness or discharge in accordance with applicable laws and evolving SBA guidelines. This is an outcome-based role with compensation contingent on successful results. Key Responsibilities: Conduct a detailed assessment of the structure, use, and compliance of existing SBA loans across multiple properties to support potential forgiveness efforts. Advise on viable legal or administrative strategies for loan forgiveness or discharge in line with current SBA regulations. Prepare formal documentation and submit requests or appeals to relevant government agencies. Stay up to date with SBA regulations, legislative changes, and public-sector funding updates. Act as a liaison with internal legal, finance, and operations teams, as well as with external advisors. Recommend strategic steps that align with federal frameworks and mitigate financial exposure. Qualifications: Demonstrated experience with SBA loan programs (EIDL, PPP, 7(a), 504) or federal economic relief funding. Background in legal, finance, compliance, or public policy with exposure to real estate operations. Ability to interpret federal guidelines and draft compelling formal appeals or hardship cases. Strong communication, research, and project management skills. Bachelor's or advanced degree in Law, Finance, Public Policy, or related discipline preferred. Compensation: This is a Commission- based role. Compensation will be provided based on successful outcomes related to loan forgiveness or discharge. Application: Please send your resume and a summary of your relevant experience and proposed approach to **********************

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for “Best Bank” and “Best Commercial Bank” from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for “Overall Client Satisfaction” in Small Business & Middle Market Excellence Awards. We are looking for a Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas. Essential Functions: Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc. May draft loan presentations, clear all identified loan exceptions. Maintains files, documents, notes, etc. Responsible for verifying completeness of files with all necessary documents and signatures required. Researches and resolves lending inquiries and issues. May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information. Produce reports as required. Answer questions and follow up with clients. Other duties as assigned. Schedule: Monday - Friday, 9:00am - 5:00pm Qualifications: Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements. Expert knowledge of lending processes, loan principles, documentation, and loan systems. Working knowledge of banking processes and procedures. Must have excellent organizational and customer service skills. Must possess strong numeric and verbal aptitudes. Excellent research, audit and communications skills, both written and verbal. Ability to complete processes and meet deadlines. Advanced working knowledge computer program i.e word processing, spreadsheets or related software. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $51,319 - $85,531 annually depending on job-related factors such as level of experience.

PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U. S. mortgage market. At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture. Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey. A Typical Day The Home Loan Specialist II is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD). As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives. The Home Loan Specialist will: 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 which are aligned with the organization's desired culture and values What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and, if possible, mortgage industry experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home. Our vision is to be the most trusted partner for home. Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do. Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported. Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered. Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: ********************* page. link/benefits For residents with state required benefit information, additional information can be found at: ************ pennymac. com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance. Salary $40,000 - $60,000 Work Model OFFICE

New Home Consultant We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States. Join a Company that Empowers you to Build your Future The New Home Consultant is responsible for guiding homebuyers through the purchasing process, from initial engagement to closing. This role requires proactive sales techniques, customer relationship management, and a strong understanding of the housing market to ensure a seamless experience for buyers. A career with purpose. A career built on making dreams come true. A career built on building zero defect homes, cost management, and adherence to schedules. Your Responsibilities on the Team Engage visitors, establish relationships, and determine their home buying needs using Lennar's selling philosophy. Generate, process, and close home sales through self-generated or referred leads, leveraging the 10-5-2-1 selling approach. Provide consistent and timely follow-through with customers from initial contact through closing and post-closing activities, maintaining accurate communication records. Maintain the condition of the Welcome Home Center, model homes, and inventory homes; communicate maintenance needs and ensure timely resolution. Travel throughout the local community to generate leads from Realtor/Co-Broker businesses, referrals, and proactive self-prospecting. Develop and maintain in-depth knowledge of the competitive market, including product offerings, community details, sales trends, advertising strategies, and customer demographics. Monitor and record daily customer traffic utilizing company-designated tracking tools. Collaborate with internal departments to ensure a smooth transaction and exceptional customer satisfaction. Participate in sales meetings, neighborhood promotions, and marketing initiatives to drive sales growth. Requirements High school diploma or equivalent required; college degree and real estate license preferred. Minimum of 1-3 years of experience in new home sales, real estate, or related field. Proven ability to build relationships and close sales. Strong communication, organizational, and customer service skills. Proficiency in Microsoft Office and sales tracking tools. Self-motivated with a results-driven mindset and ability to work independently. Physical & Office/Site Presence Requirements: Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds. Job may require occasional operation of construction equipment. Finger dexterity may be required to operate a computer keyboard and calculator. This description outlines the basic responsibilities and requirements for the position noted. This is not a comprehensive listing of all job duties of the Associates. Duties, responsibilities and activities may change at any time with or without notice. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. #CB-SALES #LI-CA3 This information is intended to be a general overview and may be modified by the company due to factors affecting the business. General Overview of Compensation & Benefits: We reasonably expect the base compensation offered for this position to range from an hourly rate of $20.19 - $20, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. This position may be eligible for bonuses. This position may be eligible for commissions. This position will be eligible for the described benefits listed in the above section in accordance with Company Policy. This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Life at Lennar At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.

Greystone is a private national commercial real estate finance company with an established reputation as a leader in multifamily and healthcare finance, with over $12 billion in loan originations in 2024. The firm consistently ranks in the Top 10 for Fannie Mae & Freddie Mac multifamily loan originations and is the #1 Overall HUD Multifamily and Healthcare Lender in the country. Greystone also ranks nationally as a top affordable housing, seniors housing, and small balance loan lender. At Greystone, charity is at the heart of who we are and what we do. At Greystone, everything we do is driven by our purpose of improving others' lives. As we work hard to maintain our ranking as a top national commercial real estate lender, our culture of caring and support is just as important. We don't just say “Where People Matter” - we lead with this mantra every day to guide our actions and behaviors. Greystone is committed to fostering and preserving a culture of inclusion. Belonging is at the heart of our culture of caring, integrity and excellence and is a driving force behind our entrepreneurial spirit and creativity. We are seeking an Originator to join our FHA team. The Originator will be responsible for sourcing, originating, and closing FHA-insured multifamily and healthcare loans under HUD guidelines. This role will focus on debt financing solutions for clients, ensuring exceptional service through the loan process. The Originator has a strong knowledge of FHA programs, underwriting standards, and the ability to manage a deal from initial engagement through closing. Primary Duties and Responsibilities: Identify and develop strong new borrower relationships. Maintain existing relationships with borrowers, brokers, and industry partners. Develop and structure FHA multifamily and healthcare mortgage loans and identify new business opportunities for FHA-insured debt products. Complete loan structuring and execution of deals by analyzing borrower history, preparing and presenting loan proposals, negotiate loan terms with borrowers and collaborating with underwriting and closing teams to ensure timely execution. Successfully provide guidance on FHA loan programs, eligibility, and loan structuring for borrower clients from commitment through underwriting to closing of the loan. Oversee the preparation of application packages, third-party reports, and closing documents. Ensure all transactions are in compliance with FHA/HUD guidelines. Stay up to date on FHA programs, HUD regulations, and market trends, providing insights to internal teams and clients. Experience, Skills, and Abilities Required: Bachelors degree in Finance, Real Estate, Business, or related field. Minimum of four (4) years prior experience in commercial real estate lending, with an emphasis on FHA loan origination or multifamily/healthcare debt financing. Proven track record of ability to source and close transactions in a competitive environment. Strong analytical, negotiation, and quantitive skills. Excellent verbal and written communication skills. Strong attention to detail. Ability to manage multiple transactions and deadlines at a time. Creative and outside the box thinker with a focus on finding creative solutions to meet the clients' needs. At Greystone, we believe that finding creative solutions for our clients comes from the collaboration of people with diverse backgrounds and perspectives. We strive to build an inclusive work environment that celebrates differences and empowers all individuals with opportunities to channel their entrepreneurial spirit. Greystone is an EEO employer. The salary range for this position is $75,000 to $150,000/year. The provided salary information for this position is part of an overall national range. The actual salary within our range for this position will be determined by several factors, including but not limited to the scope, complexity and location of the role, the skills, education, training, credentials, and experience of the candidate. The total compensation package for this role may also include additional incentive opportunities. *The firm is the #1* overall HUD multifamily and healthcare lender by firm commitments, and a top 10 Fannie Mae and Freddie Mac multifamily real estate lender.* *For HUD's 2025 fiscal year ending September 30, 2025. Based upon combined firm commitments received by Greystone Funding Company LLC and Greystone Servicing company LLC and excludes risk sharing and hospital loans.

Full-time Description Job Title: Consumer Loan Specialist At Premier America Credit Union, our Core Purpose is to serve our members by making it easier to meet today's needs and reach tomorrow's dreams. Talented team members succeed in our organization by demonstrating a commitment to our shared values of accountability, friendliness and respect, a passion for delivering great service, giving back to our communities, and pursuing personal growth. Come grow with us and be part of growth and the Premier America family! What You Will Do: Responsible for the end-to-end processing of various Consumer Loan products, including direct and indirect vehicle loans, personal loans, credit cards, lines of credit, and share/certificate secured loans. Ensures timely and accurate funding by reviewing loan documents and underwriter stipulations in alignment with department SLAs. Process and fund consumer loans, including direct/indirect auto, personal, and secured loans. Review and validate required documentation and stipulations provided by underwriters. Coordinate with stakeholders such as dealerships and third-party partners (e.g., iLending) to obtain missing or additional information. Perform clerical and administrative duties such as file maintenance, discrepancy resolution, and loan report validation. Manage daily ACH postings and make necessary loan corrections based on report reviews. Reconcile and maintain department General Ledgers (GLs), track reporting data to ensure accuracy. Conduct quality control reviews for funded indirect loans and other completed reports. Monitor and process GAP refund check requests and maintain related tracking logs. Act as a backup processor for all Consumer Lending functions as needed. Provide support to Retail, Contact Center, and Loan Contact Center teams with loan inquiries and research. Assist in onboarding and training new hires and support branch/frontline team members. Collaborate with internal departments such as Accounting, Risk, Member Operations, and Consumer Lending for issue resolution and process improvements. Requirements What We Are Looking For: One (3) to three (5) years of Consumer or Commercial Loan Processing experience or equivalent. High School graduate or equivalent. Thorough knowledge of Credit Union products, services, and policies. Basic Accounting, Microsoft Office, Word, Excel. â ¢ Knowledge of Consumer loan documents, DMV documents and Loan Origination system. Strong analytical, critical thinking and problem-solving skills including ability to research questions, analyze data, compile results, recommend solutions and effectively communicate information to a variety of levels. Strong attention to detail and organizational skills. Ability to successfully work independently and in a team environment. Excellent communication skills. Premier America Credit Union will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring (Ban the Box) Ordinance. Equal Opportunity Employer - Veterans / Disabled Drug-free Workplace Pay Grade Info: To provide greater transparency to candidates, we share base pay ranges for all our job postings regardless of State. We set standard pay ranges for all roles based on function and level of expertise, benchmarked against similar stage growth companies. Final offer amounts are determined by multiple factors including, skills, depth of work experience and relevant licenses/credentials, and may vary from the amounts listed below. The base pay range for this position is: $ 23-29/hourly Perks Important to You: Our Team Members enjoy the following rewards and benefits: · Competitive pay · Subsidized health care including medical, dental and vision · FSA and HSA · Company-Paid Life and A&D insurance · Discounts on loans (must be a member) · Paid Vacation, Holiday, and Sick time · 401k Retirement Saving Plan with a 6% safe harbor employer match · Educational Assistance Program and more! About Us: Founded in 1957, Premier America is one of the nation's largest credit unions, with over 100,000 members and more than $3 billion in assets. But more importantly, we are ever mindful of one crucial fact: we exist to serve the needs of all members - the owners of Premier America. With a large retail branch network, access to over 30,000+ surcharge-free ATMs; and the Shared Branch Network, Premier America provides financial services to those who live, work, worship or attend school in the Ventura and Los Angeles counties of California, and Harris County in Texas. Credit unions, such as Premier America, have a rich history evolving from the idea that people working together can create better financial solutions, especially when as owners, members have a vested interest in their collective success. Whether offering higher savings rates and affordable mortgage options, loans for unexpected emergencies or financial counseling during difficult times, credit unions have always made a meaningful difference in the lives of members.

Full-time Description Under the direction of the Director of Economic Development and/or manager, the Business Loan Specialist provides business loan packaging and business consulting and training in business finance to micro enterprises and small business owners leading to job creation. ESSENTIAL DUTIES & RESPONSIBILITIES Provide business consulting to business owners, on a one-on-one or in small groups, in the areas of business and financial planning and general business practices that will result in economic impact within realistic timeframes and resources. Assist businesses by preparing loan packages for various financing sources including bank and credit union loans, SBA's, 7a and microloan programs. To direct businesses to appropriate business resources and refer to alternative financing programs such as CDFI Export, Community Advantage and state loan guarantee programs. Assist client in gathering documentation application requirements, and preparing financial projections, as needed. Analyze credit reports, business plans and tax returns to assess loan feasibility. Develop and conduct training programs in the area of financing for small businesses. Prepare and submit report, as required. Coordinate and build relationships with the SBA, State and Banks to ensure successful facilitation of the loan funding process, which includes tracking and on-going client support. Assist in the development of partnerships with other service providers to increase services to small business clients. Development and presentation of business finance workshops Represent the SELA BSC within the community to public and private entities. Engage in marketing and community and outreach activities. Assist the Director/Manager in other areas as needed. Support strategic priorities and goals established in CRCD's 5-year strategic plan. Uphold CRCD's Mission/Vision and 5 Year Strategic Plan. Requirements Five (5) years of professional experience in loan packaging, preferably alternative capital loans Bilingual (Spanish) a plus Experience in working with small businesses from diverse cultural backgrounds. Knowledge of business planning, general business practices and business financing a must Ability to Develop pro forma statements, cash flows and credit analysis. Reliable, flexible team player who works well with minimal supervision, who has a good work ethic, and an ability to set and maintain personal boundaries. Ability to strategically utilize time and resources to manage priorities, timelines, deadlines, and details under pressure, with accuracy, and to a high level of proficiency. Must display professional and appropriate email etiquette Comfortable in a fast-paced, changing environment and the ability to modify actions, direction or approach to changing situations and expectations in a respectful and professional manner. Extensive knowledge of various funding sources a must Experience in working with economic development program, a plus. BA in Business Administration or relevant field Working knowledge of MS Office Aptitude in decision-making and problem-solving Reliable transportation, valid driver license, and car insurance as required by law, as appropriate. Willing to travel to multiple locations in Southeast LA Ability to occasionally work after office hours and/or weekends, if necessary Proficient in Microsoft Office (Excel, Word, Power Point) Familiarity with CRM platforms and cloud-based software applications Ability to provide quality customer service and demonstrate a commitment to professionalism and client satisfaction. Proficient written and oral communication skills BENEFITS CRCD is in the top 10% for excellent benefits for non-profits with an array of benefits available including: 14 Paid Holidays On-Demand training memberships to bolster professional development Dental/Vision/ 85% employer-paid & 45% dependent paid Medical Insurance 401k eligibility from day one & up to 3% matching after one year 529 Educational Savings Plan from Principle Flexible Spending Account (FSA) Short & Long Term Disability Accident & Hospital Indemnity Whole life insurance with cash benefits Identity Theft Protection and Legal Services Discount pet insurance through ASPCA Generous work/life balance JOB TYPE: Full-time SALARY RANGE: $75,000-$88,000 All candidates are subject to a criminal history check and meet CRCD's criteria regarding criminal history and must pass background check conducted by LA County. CRCD is an Equal Opportunity Employer is an equal opportunity employer to all, regardless of age, ancestry, color, disability (mental and physical), exercising the right to family care and medical leave, gender, gender expression, gender identity, genetic information, marital status, medical condition, military or veteran status, national origin, political affiliation, race, religious creed, sex (includes pregnancy, childbirth, breastfeeding and related medical conditions), and sexual orientation. Please direct requests for Reasonable Accommodations to the interview scheduler at the time the interview is being scheduled. You may direct any additional questions regarding Reasonable Accommodations or Equal Employment Opportunity for this position(s) to the EEO/ADA Coordinator. EEO /ADA Coordinator contact: Stacey Cabling **************.

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

CAKE Mortgage is a cutting-edge wholesale mortgage lender specializing in Non-QM products. We're redefining the lending experience with innovative programs, streamlined processes, and a commitment to speed and precision. As we grow, we're looking for forward-thinking professionals who thrive in fast-paced, collaborative environments. The Loan Boarding Specialist is responsible for accurately onboarding newly originated, acquired, or transferred loans into the company's servicing system. This role ensures data integrity, compliance with regulatory and investor guidelines, and seamless coordination with internal and external stakeholders. The ideal candidate has strong attention to detail, experience with loan documentation, and familiarity with loan servicing platforms. Key Responsibilities Review loan documentation for completeness and accuracy (notes, disclosures, collateral documents, closing packages, etc.). Enter and validate loan data within the servicing system (e.g. Encompass/ICE) Upload and organize supporting documents into the imaging system. Perform QC checks to ensure loans meet investor, regulatory, and company servicing requirements. Validate critical fields such as interest rates, amortization schedules, escrow setup, payment methods, and special loan features. Resolve data discrepancies by coordinating with originations, closing, underwriting, and secondary marketing teams. Communicate with lenders, brokers, or onboarding partners to obtain missing information or documentation. Support Servicing, Accounting, Escrow, and Investor Reporting teams with loan-level questions. Track and manage onboarding timelines to ensure loans are boarded accurately and on time. Monitor loan boarding pipelines and ensure proper workflow progression. Generate reports and reconcile data to confirm successful system uploads. Recommend process improvements to increase accuracy and efficiency. Requirements 1+ years of experience in loan servicing, loan operations, mortgage banking, or related financial industry. Strong knowledge of loan documents, loan lifecycle, and regulatory requirements (RESPA, TILA, CFPB, etc.). Proficiency in loan servicing systems and document management software. Excellent attention to detail, analytical skills, and organizational skills. Ability to work in a fast-paced, deadline-driven environment. Why Join CAKE Mortgage? Be part of a fast-growing company changing the game in Non-QM. Competitive compensation and performance-based bonuses. Collaborative and entrepreneurial culture. Opportunities for career advancement and innovation. Cake Mortgage does not tolerate discrimination of any type. Cake Mortgage offers equal employment opportunity to all qualified persons without regard to race, age, color, religion, sex/gender, gender identity, sexual orientation, marital status, medical condition, military or veteran status, national origin, ancestry, disability, or any other considerations made unlawful by Federal, State, or Local law. Cake Mortgage provides eligible and qualified employees with opportunities to advance. Cake Mortgage is an at will employer. Cake Mortgage is committed to providing employees with a work environment free of discrimination and harassment. Salary Description $21.00 to $25.00

Documentation, Closing & Funding Department is responsible for preparing commercial loan documentation in LaserPro or reviewing attorney prepared loan documents, drafting Lender's Instructions, and coordinate loan closing ensuring that all the loan documents are properly executed, and all loan terms/conditions are fulfilled and collateral perfection within allowed timeframe. ESSENTIAL FUNCTIONS Create LaserPro loan documents for all simple commercial loans (i.e. CRE loans, simple C&I, Working Capital loans, SBA 504,). Review attorney prepared loan documents prior to borrower signing to verify inclusion of Cathay Bank standard provisions, covenants, and other wording in accordance with approval. Validate the receipt of the loan and borrower supporting documentation and that the request follows conditions appearing in loan approval, Bank's policies, procedures, and Federal, State, and other regulatory requirements. Communicate and resolve any supporting documentation issues or questions/clarification on the conditions/wording appearing in loan approval with Lending Unit and/or Cathay legal counsel. If applicable, create escrow closing instruction and pre-closing conditions and any other conditions required for Lender/Borrower information. Receive signed loan documents and perform closing and funding activities including ensuring all loan documents are properly executed by authorized signer and reviewed/signed by Account Officer. Process wire request, remit funds to pay off other lender, obtain Deed of Trust recording confirmation, order tax contracts, UCC filing, set up and maintain tickler and monitoring databases (such as Stucky). Respond to internal and external inquiries in a timely and satisfactory manner (i.e. Lending Units, Loan Servicing, and legal counsel). Track trailing documents (such as recorded Deed of Trust, UCC Filings, and Title policy, etc.). Accept assigned tasks or duties as deemed appropriate by supervisor/manager. QUALIFICATIONS Education: College graduate with major in accounting or business preferred. Experience: 2+ years preparing commercial loan documents and closing/funding commercial loans or experience with commercial lending. Experience generating loan documents using LaserPro is a plus. Skills/Ability: PC Proficient. Strong verbal and written communication skills. Organized and detail oriented. OTHER DETAILS $23.08 - $26.92 / hour Pay determined based on job-related knowledge, skills, experience, and location.This position may be eligible for a discretionary bonus.

Under the direction of the Branch and/or Production Manager, markets and promotes PrimeLending products and services to its client base of realtors, builders, bank officers and potential and past clients. Performs office or non-manual work directly related to the management or general business operations of PrimeLending and its customers. High school diploma or equivalent Appropriate licenses, if State required. A minimum of 5 years loan originator experience required. Interacts with regional & corporate departments, as well as realtors, sales agents, builders, appraisers, etc. Demonstrated judgment and decision-making ability. Excellent and effective presentation and communication skills, both verbal and written. Ability to quickly assess and process large amounts of data and use of appropriate AU software technology. Must be active in the community and in those job-related organizations to enhance the network of beneficial contacts. Continue to expand knowledge of issues influencing the industry and the organization. *In accordance with the US Department of Labor Regulations Part 541-Exemptions under the Fair Labor Standards Act (FLSA) Section 13 (a)(1) employees who meet certain tests will qualify for Exempt Status. The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company. Evaluates PrimeLending's and other loan products and services and determines which financial products best meet the customer's needs and financial circumstances. Establishes and maintains relationships with realtors, builders and new home sales representatives in order to develop and retain existing business; and by visiting subdivisions as required. Markets and promotes PrimeLending's financial products; Originators are expected to meet the Company's minimum production standards in funded units/volume on an ongoing basis each month, by taking complete and accurate loan applications, using PrimeLending's product set. Monitors overall customer interaction and interfaces with all parties involved on each individual loan from application to closing, including but not limited to counseling and pre-qualifying potential home buyers. Collects and analyzes information regarding the customer's income, assets, investments or debts. Advises the customer regarding the advantages and disadvantages of different loan products. Services existing customers and obtains all necessary support documents along with the appropriate fees and lock in information. Oversees the loan process by monitoring loan status and ensures conformity with terms. Communicates loan status to all interested parties, and obtains loan documentation after closing. Presents terms and conditions of loans with customers. Stays abreast of trends and developments in the local real estate market and competitive environment, as well as, changes in rules and regulations pertaining to private and government insured mortgages. Maintains a professional image and adheres to standards consistent with company policies and procedures. May supervise and direct the activities of other loan officer(s), loan officer assistant(s), or loan processor(s). Other functions as needed.

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