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Loan officer jobs in Temecula, CA

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  • Commercial Loan Processor

    Ultimate Staffing 3.6company rating

    Loan officer job in San Diego, CA

    Ultimate Staffing is actively seeking an experienced Commercial Loan Processor to join their client's reputable financial institution in San Diego. This role requires an individual with a keen eye for detail and a strong understanding of the commercial loan process. The Commercial Loan Processor will be responsible for ensuring that loan applications are processed efficiently and accurately, meeting the standards of the institution. Responsibilities Reviewing and verifying loan applications to ensure all necessary documentation is complete and accurate. Coordinating with loan officers, underwriters, and other relevant parties to gather and process loan documentation. Maintaining organized and up-to-date records of all loan transactions and documentation. Communicating with clients to obtain additional information or clarification on loan applications. Ensuring compliance with all applicable regulations and company policies throughout the loan processing cycle. Assisting in the preparation of loan closing documents and coordinating the loan closing process. Providing excellent customer service and addressing any client inquiries or concerns promptly. Working collaboratively with team members to streamline loan processing procedures and improve efficiency. Qualifications Education requirement is high; a degree in finance, business, or a related field is preferred. 3+ years of previous experience in commercial loan processing Proficient in Excel, Word, Outlook is required Experience with Symitar, LaserPro and or LaserPro SBA is preferred Effective communication and interpersonal skills. Ability to work independently and as part of a team. Required Work Hours The position requires availability during standard business hours, Monday through Friday. 8am-5pm Benefits The company offers a comprehensive benefits package including health, dental, and vision insurance, along with opportunities for professional development and advancement. Additional Details Salary: $26 - $28 per hour, Contract role for 3 months in Scripps Ranch All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.
    $26-28 hourly 2d ago
  • Senior Loan Processor

    Housemax Funding

    Loan officer job in San Diego, CA

    HouseMax Funding is seeking a detail-oriented and proactive Senior Loan Processor to join our team. The ideal candidate will process a variety of real estate loan products, set up files for underwriting, coordinate loans through the processing stage, and engage borrowers to ensure a smooth and satisfying experience. Key Responsibilities Process Multiple Loan Products: Handle all aspects of processing for HouseMax Funding's loan products, including DSCR and Bridge (Fix & Flip, Ground-Up Construction). Average file load of 20 to 25 each month File Setup for Underwriting: Collect, review, and organize borrower documentation; set up complete loan files for underwriting review with a goal of minimizing post UW conditions. Coordinate Loan Processing: Oversee and facilitate the movement of loans through the processing stage by working closely with loan originators, underwriters, title agents, insurance agents, and other stakeholders to ensure timely and accurate completion. Borrower Engagement: Daily proactive communication with borrowers via phone, email, and text to request documentation, provide updates, and answer questions. Increase Borrower Satisfaction: Deliver outstanding customer service, resolve issues quickly, and ensure borrowers have a positive experience throughout the loan process. Compliance & Accuracy: Ensure all files and documentation meet regulatory and company standards. System Management: Input and update loan data in LOS (Lendingwise) operating systems along with other 3 rd party systems including background reports, appraisal/valuations, flood certifications, Plaid banking software. Qualifications 8+ years of loan processing experience (real estate or private lending preferred). Familiarity with a variety of loan products (DSCR and Bridge loans) Strong organizational and multitasking skills. Excellent verbal and written communication abilities. Customer service mindset with a focus on borrower satisfaction. Proficiency with loan origination and processing systems. Attention to detail and commitment to compliance. US Work Authorization required. Why Join HouseMax Funding? Work with a dynamic team and a diverse portfolio of loan products. Opportunity to make a direct impact on borrower experience and company success. Competitive compensation with a base salary range of $65,000 - $75,000 and a tiered per file bonus that is uncapped. Full benefits including 401k.
    $65k-75k yearly 1d ago
  • Loan Underwriter

    Archwest Capital

    Loan officer job in Irvine, CA

    Essential Functions Underwrite business purpose bridge or construction loans in compliance with credit guidelines. Review loan files for completeness, identify missing documentation, and approve borrower background. Collaborate with Sales, Processors, Managers and Closers to communicate guideline requirements and finalize loan scenarios. Must be able to prioritize time sensitive deadlines. Manage pipeline of 60+ loans with efficiency and accuracy. Analyze valuations for accuracy, risk and detail review of comparable market sales. Participate in weekly pipeline meeting. Identify and evaluate strengths, mitigating factors, and weaknesses of the loan request and escalate risks and issues. Prepare and submit exception memos for scenarios falling outside guidelines. Perform duties and responsibilities specific to department functions and activities. Performs other duties and responsibilities as required or assigned by Manager. Competencies/Skills Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment. Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking. Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner. Effective organization and time management skills. Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability. Strong team player with the ability to work effectively in a cooperative and diverse environment. Capacity to analyze processes, support change and think operationally and strategically to achieve business goals. Proven ability to partner with clients to identify business challenges and effective strategies/alternatives to mitigate them. Highly self-motivated and self-directed. Advanced use of Microsoft Office Suite with emphasis on advanced excel skills. Financial analytical analysis with math and general accounting knowledge. Education and Experience 2 years' experience underwriting business purpose and/or multifamily, commercial lending. 2 years' experience reviewing guarantor and borrower background reports, valuation analysis, including entity documentation to determine ownership and borrower structure. 5 years of analytical experience within financial services, commercial banking, or business purpose lending. Accessibility At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************.
    $47k-73k yearly est. 3d ago
  • Junior Loan Officer

    Seller Door Real Estate and Finance

    Loan officer job in San Diego, CA

    Job Description Junior Loan Officer Opportunity Our lending team continues to expand, and we are looking for a motivated Junior Loan Officer who wants to learn to build a successful lending career while earning rewarding commissions. You will support senior loan officers, help create complete loan files, and assist with client communication while developing the skills needed to originate loans with confidence. First year earning potential when hitting goals: $100,000+ Previous lending or mortgage experience is helpful but not required. What matters most is your drive to learn, your ability to communicate clearly, and your commitment to mastering the systems and products that set high performers apart. Candidates must be willing to obtain an LMNS license as part of their professional development. This opportunity is well-suited for someone who enjoys relationships, thrives in a fast-moving environment, and wants a long-term trajectory in the lending industry. Added Value Mentorship and guidance from experienced loan professionals Access to CRM tools and marketing support to stay organized and productive Structured training to help you understand mortgage programs and compliance standards Supportive team culture focused on development and accountability Rewarding commissions for performance and qualified referrals If you are ready to learn the lending business, grow your skill set, and build a successful lending career with the support of seasoned professionals, we would like to connect. Compensation: $100,000 at plan commissions Responsibilities: Review options with senior loan officer/ MLO to make a recommendation of which home loan product to recommend based on the applicant's financial status Gather financial information to assist with loan applications, prepare loan files, and assess applicants' financial situation and eligibility Meet sales expectations, generate new business, get referrals, and monitor sales pipeline Consult with potential loan applicants - answer questions and provide additional information about home loan products to create personal relationships Liaise between realtors, senior MLO / mortgage loan originator, underwriter, mortgage lenders or mortgage bankers, and loan processors on behalf of the applicant as needed to assure the loan transaction is successful Qualifications: Some college (Bachelor's) is preferred, but a high school diploma or equivalent is required Previous experience in financial services, real estate, lending institutions, credit union, or related fields is valuable, but not required Must be willing to complete training program to obtain NMLS/ MLO/ state license Exceptional communications, sales, relationship, and MS Office skills are necessary Familiarity with home mortgage program guidelines and various types of loans such as FHA, commercial loans, VA, etc is beneficial, but not require LMNS license required Commission opportunity About Company At Seller Door Real Estate & Finance Inc., we bring real estate and lending together under one roof to give agents a powerful advantage. Our brokerage was built to provide 100% of the tools, training, and compensation agents deserve. With hands-on mentorship, proven systems, and leadership that cares about your success, we help professionals grow stronger businesses with clarity and confidence. We believe every agent should confidently answer “yes” to some of the most important questions in their career: Am I getting the mentorship and support I need? Do I have proven systems to grow consistently? Am I rewarded fairly for my results? Do I get offered stock options or an equity share plan as an agent? Do I get custom marketing support or do you have to do it on my own? At Seller Door, the answer is always yes. Our collaborative culture empowers agents to guide clients from pre-qualification to closing with excellence while building long-term success.
    $100k yearly 5d ago
  • Junior Loan Officer

    Crosscountry Mortgage 4.1company rating

    Loan officer job in San Diego, CA

    Job Description As a Junior Loan Officer within our team, you won't merely be assisting other loan officers; you'll be equipped with the tools and guidance to chart your own course to success as a Loan Officer. This isn't just a job opportunity; it's a gateway to significant growth and a route to triumph. Collaborate with seasoned professionals, absorbing their expertise and effective strategies, even in a challenging market. But here's the key: we're not just aiming for you to learn; we want you to thrive. We're seeking someone with a spark, ready to pursue their career goals while contributing to a shared mission. It's all about synergy - your growth propels ours. If you're eager to establish and grow your career within the first 12 months and are driven to leave your mark, you're the talent we're looking for. Connect with our systems, marketing, and product offerings, meticulously crafted for swift growth and efficiency. Let's elevate your potential into tangible successes. Reports to: Branch Manager Employment Status: Full-time Job Summary: Entry Level Position! Sense of Urgency (being proactive vs. reactive) High-Level Communication Skills Team Player and coachable individual Organized and Task-oriented Speaks with Clients, building rapport Collects and reviews Documents for their Home Loan Review the loan Application for the application Submitting for Pre-Approval and collecting all Pre-Approval Critical Conditions Manages Accurate Data within CRM Works with Loan Officers, Realtors, and Clients to ensure a smooth Loan Process from the Start Compensation: $59,000 - $70,000 yearly Responsibilities: Non-Essential Job Functions: Participates in and leads proactive team efforts to achieve departmental and company goals. Adopts CrossCountry values in personal work behaviors, decision-making, contributions, and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance and value "can-do" people, accountability, diversity and inclusion, flexibility, continuous improvement, collaboration, creativity, and fun. Performs other duties as assigned. This job is creative, fast, fun, and can serve many different Departments! Qualifications: Required Knowledge and Skills: Microsoft Word, Excel, and PowerPoint Knowledge. Willingness to gain NMLS License. Organization Skills. About Company At CrossCountry Mortgage, you are joining a community of high performers who support each other, grow together, and win together. We value individuals who are hungry to grow, humble in their approach, and smart in how they work. We believe in teamwork, high standards, and a positive culture that still knows how to have fun. If you are an experienced processor looking for a high-performing, collaborative, and growth-focused team, we would love to connect.
    $59k-70k yearly 29d ago
  • Loan Manager

    Redwood Trust Inc. 3.7company rating

    Loan officer job in Irvine, CA

    A Loan Manager will be responsible for obtaining all required diligence documents from the borrower team and coordinating third party vendors and the deal team in connection with each loan. A Loan Manager will work closely with senior management, clients, internal teams and various third parties. Responsibilities & Duties Facilitate kick-off calls when needed, as well as prepare and update diligence checklists for deal team. Coordinate with originations and borrowers to collect due diligence items. Review and identify required documents to clear due diligence checklist such as guarantor, legal, and property level documents. Effectively identify issues out of loan product guidelines and matrix. Identify and communicate with originations when to rate lock loans. Coordinate and review background and credit search, engage the title company by providing initial quotes to borrower team, vet third party title companies, and initiate appraisal orders. Work with legal counsel when needed, title and escrow, deal team, and third-party vendors. Coordinate vendor orders, checklist and welcome email transmission, diligence document upload, bank account set-up, insurance review, title review, and appraisal orders. Manage loan life cycle in pipeline and coordinate and drive communication between deal teams, including underwriting and originations to ensure that diligence documents are uploaded into Salesforce in a timely manner. Communicate with borrowers, third parties and internal business partners during diligence to facilitate efficient underwriting and loan closing. Coordinate with internal deal teams and external vendors regarding pipeline forecasting. Assist with post-closing when needed. Effectively apply project coordination and loan closing standards and develop best practices and processes for closings. Demonstrates openness to providing constructive feedback for process improvements, contributing to a culture of continuous improvement and operational effectiveness and efficiency. Additional duties as requested by management. Required Experience & Education Bachelor's degree, or equivalent work experience Minimum 2 years commercial real estate loan closing and funding experience Escrow and title experience are pluses Proficiency in Word, PowerPoint and Excel Strong written and verbal communication skills Strong attention to detail and organizational skills Exceptional internal and external customer service A reasonable estimate of the total compensation range for this role is $70,000-$85,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We 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.
    $70k-85k yearly Auto-Apply 60d+ ago
  • Loan Originator NE - Southern California

    Primelending 4.4company rating

    Loan officer job in Irvine, CA

    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.
    $32k-49k yearly est. Auto-Apply 60d+ ago
  • Loan Originator

    Boutique Recruiting

    Loan officer job in Irvine, CA

    Job DescriptionSeeking a Loan Originator to join a well established financial services company based out of Irvine, CA. The ideal candidate will working with loan applicants to collect all information for the loan process, reviewing the documents, preparing proposals and keeping them in compliance to be sent over for processing. The ideal candidate will have Encompass experience, 2+ years of experience, and strong communication and organizational skills. Apply now for consideration! Responsibilities: Meet with loan applicants to identify their needs and collect information for loan applications. Analyze active loan files on a regular basis and recommend solutions to speed up the loan process. Complete loan contracts and teach clients on policies and regulations. Interview applicants to define financial eligibility and establish debt payment plans. Monitor and update account records. Submit loan applications in a timely manner. Prepare detailed loan proposals. Reject loan applications and explain deficiencies to applicants. Respond to applicants questions and resolve any loan-related issues. Operate in compliance with laws and regulations. Requirements: Bachelor's degree in Finance or similar field. 1-2 years' experience as a loan officer. Solid understanding of local, state, and federal loan regulations. In-depth knowledge of computers and banking software. Outstanding interpersonal and communication skills. Customer service oriented with exceptional sales skills. Encompass experience required Blend, Optimal Blue and Velocify
    $35k-50k yearly est. 2d ago
  • ACES - Loan Officer Training Program

    Loan Depot 4.7company rating

    Loan officer job in Irvine, CA

    loan Depot is offering an incredible opportunity for individuals seeking a challenging yet fulfilling career in sales with a renowned industry leader. Our consumer direct sales approach boasts a team of over 350+ inside sales team members who cater to our valued customers nationwide. This is your moment to become part of something significant! Joining us as an ACES Lending Officer means embarking on a transformative journey where you'll undergo comprehensive training to ace the SAFE and National Licensing exams. Throughout the program, you'll not only develop a deep understanding of the lending landscape, covering both mortgages and HELOCS, but also collaborate closely with our experienced training & sales leadership teams. Our aim is to equip you with the necessary expertise to excel in the ever-evolving lending industry, laying the foundation for a successful and fulfilling career as a future Licensed Lending Officer. Who We're Looking For: Our ideal candidate is someone who prioritizes customer satisfaction, is comfortable with technology, is proactive, and excels at building strong sales relationships. While previous lending experience isn't necessary, we do require a proven sales record demonstrating the ability to meet and surpass sales targets. Responsibilities: * Dedication to Learning: Embrace wholeheartedly a comprehensive training program tailored to cultivate expertise across the entire loan life cycle. * Sales Aptitude: Ability to identify and pursue sales opportunities effectively. * Financial Acumen: Understanding of basic financial concepts and mortgage products. * Adaptability: Willingness to learn and adapt to industry changes and company policies. * Time Management: Capacity to prioritize tasks and meet deadlines in a fast-paced environment. * Ethical Standards: Commitment to maintaining high ethical standards in all interactions. * Technology Proficiency: Comfort with using software for loan processing and customer management. * Customer Focus: Dedication to delivering exceptional customer service throughout the loan process. Requirements: * Sales Experience: Minimum of 2 years of sales experience with a proven history of meeting and exceeding goals is REQUIRED. Call center sales experience is highly preferred. * Location: Must be able to commute to Irvine, CA full-time. * Licensing Requirements: Must have the ability to pass the NMLS exam and meet mortgage requirements for obtaining state and national licenses. * Customer Focus: Demonstrated ability to effectively connect with clients through phone presentations and cultivate strong client relationships. * Reliability: Consistent attendance and punctuality are essential, with a collaborator attitude and a willingness to embrace coaching for continuous improvement. * Education: A bachelor's degree is highly preferred. Why work for #teamloan Depot: * Industry leader when it comes to training individuals effectively to join the mortgage industry. * Company provided leads, so you don't have to source your own referrals or purchase leads with your own wallet. * Competitive compensation plan including hourly paid training. * Comprehensive benefits package including medical/dental/vision options, 401K matching, tuition reimbursement, parental leave, and much more. (loan Depotlivewell.com). * Best in class leadership team to support you during the transition. Base pay is one part of our total compensation package for an ACES Lending Officers. The base hourly rate for this role is $16.90/hour during training; in addition to a monthly per origination bonus incentive once you are licensed and talking to customers. Post ACES Training, you will move to our Licensed Lending Officer position which is comprised of an hourly minimum wage plus lucrative bonus structure based on fundings. If you were to transition to a Licensed Lending Officer-there would be a new compensation structure shared at that time. About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts. We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $16.9 hourly Auto-Apply 18d ago
  • Junior Loan Officer

    Federal First Lending

    Loan officer job in Laguna Hills, CA

    Job DescriptionBenefits: Bonus based on performance Competitive salary Opportunity for advancement Ready to break into the mortgage industry but not sure where to start? Federal First Lending is one of the fastest-growing equity-based mortgage companies in the nation, specializing in Home Equity Loans (HELOANs), Home Equity Lines of Credit (HELOCs), and modern equity-access solutions designed for todays market. Were actively hiring Junior Loan Officers to join our high-energy, high-support call center team. This role is the perfect entry point for someone who wants a clear, structured career path to becoming a licensed Mortgage Loan Officer. We provide the roadmap, training, mentorship, and licensing support you bring the drive, coachability, and hunger to grow. What We Provide: Elite training program with hands-on script and sales coaching One-on-one mentorship from top-producing Loan Officers Competitive base pay + uncapped bonus potential A high-energy, supportive team culture Daily access to high-intent inbound leads (no cold calling lists) What Youll Be Doing: Make and receive 100+ calls per day to connect with homeowners who requested a loan quote Provide a warm, professional introduction to Federal First Lending and our loan process Gather basic borrower information and pre-qual details Transfer 15+ qualified leads daily to our licensed Loan Officers Learn to handle objections confidently using our proven scripts, training, and coaching Maintain a positive, upbeat presence on every call Grow your skillset continuously through training, mentorship, and real call experience Who Were Looking For: Outgoing, confident communicator who enjoys talking to people Driven and competitive, with a strong desire for growth Coachable, open to feedback, and eager to learn Strong work ethic and team-player mindset Call center or phone sales experience is helpful, but not required No mortgage experience needed we will train you from the ground up Why Federal First Lending? Advanced training & script mastery coaching Supported path to earn your Mortgage Loan Officer license Fast-track promotion opportunities Uncapped earning potential Modern, in-demand products (HELOANs & HELOCs) Work directly with industry pros and learn skills that last a lifetime At Federal First Lending, we reward performance, promote from within, and invest in people who invest in themselves. If you're ready to hustle, learn, and build a long-term career in mortgage lending, this is your moment.
    $36k-48k yearly est. 24d ago
  • Loan Disbursement Specialist

    California Bank & Trust 4.4company rating

    Loan officer job in Irvine, CA

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers. With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity. We are currently seeking a Loan Disbursement Specialist to join our Construction Disbursements Team located in downtown Salt Lake City, Utah. The Construction Disbursement Administration (CDA) group is responsible for managing roughly 200 commercial construction projects simultaneously. We work with multiple departments around the Bancorp to ensure that construction is progressing properly and all agreements within the loan documentation are being followed by all parties. We have currently switched to a new construction monitoring system and are working to streamline and improve our processes in all aspects of construction monitoring. The Salt Lake City group works closely with one another and we maintain a collaborative mentality when monitoring the construction loans assigned to us. We are looking for someone who is willing to work hard and jump in with both feet into our team and help us maintain our high standards of service within the department. The Disbursement Specialist will: * Review, analyze and process customer loan draws for commercial and residential construction projects, loan fund disbursements, equity draws, etc., including review of invoices, lien waivers, and budget. * Prepare payoff quotes, credit bids, default letters and loan modifications. * Schedule and direct pre-construction discussion with Borrower, Builder, and RM when requested. * Administer participation loans, coordinate with participating/lead bank(s). * Order, input, and review inspection reports. * Updates and maintains various reports and ticklers for loan maintenance. * Assists with and may serve as liaison with lenders, loan administration, and outside vendors. * Monitor and may process interest rate changes. * Review loans for past due status, insurance coverage, tickler exceptions, etc. * Ensure loan administration is consistent with loan documents, bank and department policies and procedures. * Other duties as assigned. Requirements: * Some experience with commercial, construction or loan servicing process and procedures, loan documentation or processing or other directly related experience. * Basic knowledge of lending disbursement processes, procedures and loan documentation. * Basic knowledge of standard construction budget and loan servicing practices and techniques. * Must have good audit, problem solving, data entry and customer service skills. * Ability to review and process data per loan documentation. * Good time management and organizational skills. * Must be accurate, detail oriented and able to multi-task. * Good communication skills, both verbal and written. * Basic knowledge of computer software programs such as word, excel, etc. * Requires High School Degree or Equivalent * A combination of education and experience may meet job requirements. Location: This position is 5 days in-office and can be filled at our downtown office in any of the following locations: * Phoenix, AZ * Irvine, CA * Houston, TX * Salt Lake City, UT Pay range (depending on location and experience): $19-32/hr Benefits: * Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid Parental 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 Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
    $19-32 hourly 5d ago
  • Loan Setup & Disclosures Specialist

    JMAC Lending 3.8company rating

    Loan officer job in Costa Mesa, CA

    With over 25 years of experience, JMAC Lending has been dedicated to enhancing the client experience through our cutting-edge products, outstanding service, and unwavering support. We are committed to empowering our partners and driving business growth together. Our culture is centered around exceeding current market options, making us the preferred lender for our clients. Our team boasts impressive credentials and engages in continuous learning, ensuring a perfect blend of knowledge and expertise. Built on a foundation of ethical integrity, our company efficiently and skillfully delivers competitive product pricing for both wholesale and correspondent lending, prioritizing our clients' needs. The Opportunity: The Loan Setup & Disclosures Specialist plays a crucial role in reviewing and facilitating the setup of loan files for underwriting submission. They are also responsible for ensuring that all disclosures are properly issued and that compliance requirements are thoroughly met throughout the loan process. This is a Full-Time/Fully In-Office opportunity offering competitive pay ranging from $23.40-$28.60 per hour. Job Duties and Responsibilities: Review/Prepare Initial Disclosures Review initial disclosures provided by clients to validate compliance and ensure timing requirements have been met. Prepare initial disclosures for client to review or issue to meet timing requirements. Review Submission Requests Review loan submission documents for completeness to submit to underwriting. Index and status submission documents accordingly. Add conditions for required items that are missing at the time of submission. Issue Notice of Incomplete Application for incomplete submission files. Review and Redisclose Change of Circumstance Review COC requests to confirm validity and determine if redisclosing is required. Redisclose disclosures within TRID timing requirements. Issue Closing Disclosures Validate Closing Disclosure requests on Doc Request Form. Communicate with client and settlement agent for required documentation to prepare an accurate Closing Disclosure. Confirm Closing Disclosure meets loan term requirements and compliance. Task Coordination and Communication Assist clients with disclosure and submission related issues or questions. Ensure all items received in the disclosures mailbox are addressed within the required turn time such as: Service Level Agreements (SLA), COC requests and Initial Closing Disclosure requests. Mail disclosures that have not been consented within TRID timing requirements. Manage pipelines and dashboards to ensure tasks are completed within turn time. Requirements Minimum two years of mortgage related role(s) Knowledge in TILA-RESPA integrated disclosures (TRID) guidelines Understanding in the following loan programs: Conventional, Government, Jumbo and Non-QM High School Diploma or equivalent Proficient in using mortgage loan operating software and systems Strong computer skills, including proficiency in Microsoft Office applications Excellent written and verbal communication skills for interacting with internal and external relationships High level of attention to detail Ability to manage multiple tasks and prioritize workload to meet deadlines Ability to work effectively in a team and collaborate with other departments Flexibility to adapt to changes in policies and procedures Benefits Comprehensive Health Care Package (Medical, Dental & Vision) Life Insurance Options (Basic, Voluntary & AD&D) Generous Paid Time Off (Vacation & Holidays) Retirement Savings Plan (401k) Short-Term & Long-Term Disability Coverage Family Leave Benefits Wellness Support Resources JMAC Lending, Inc. is an Equal Employment Employer. We are committed to workforce diversity. Qualified applicants will receive consideration without regards to age, race, religion, sex, sexual orientation, gender identity or national origin. DISCLAIMER: JMAC Lending is an evolving company. As such this job description is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned.
    $23.4-28.6 hourly Auto-Apply 60d+ ago
  • New Home Consultant

    Lennar 4.5company rating

    Loan officer job in Palm Springs, CA

    We are Lennar Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. Lennar has been recognized as a Fortune 500 company and consistently ranked among the top homebuilders in the United States. A Career that Empowers You to Build Your Future The New Home Consultant at Lennar is responsible for managing the new home purchase process from initial customer contact to closing, aiming to create a “tickled, delighted and happy” customer. This includes daily operations at Welcome Home Centers, processing sale agreements, and closing sales in line with company business plans. A career with purpose. A career built on making dreams come true. A career built on building zero defect homes, cost management, and adherence to schedules. Your Role on the Team Engage and establish relationships with visitors to understand their home buying needs, utilizing the company's selling philosophy. Self-generate sales leads through community engagement, realtor partnerships, and proactive prospecting. Develop comprehensive knowledge of the competitive market, including products, community features, and demographics. Provide consistent follow-through with customers from initial contact to post-closing, maintaining accurate communication records. Participate in sales meetings, neighborhood promotions, and marketing programs. Ensure the maintenance of Welcome Home Center models and inventory homes. Complete required training and participate in community events and phone banks. Your Toolbox High school diploma or equivalent; college degree and real estate license preferred. 1-2 years of experience in homebuilding or real estate sales preferred. Valid driver's license and reliable transportation. Strong communication, organizational, and customer service skills. Proficiency in Microsoft Office and ability to use sales tracking tools. Self-motivated with a positive attitude and strong work ethic. Physical & Office/Site Presence Requirements: Regular, in-person attendance at Company communities/job sites and offices during regular work hours is an essential function of this job. This is primarily an active position, involving office/phone work and walking in all weather conditions, and uneven surfaces, to and within homesites in the community. Must have a valid state driver's license in order to take customers throughout the neighborhood and community, visit realtor offices, and to various other meetings in the process of self-generating sales. Finger dexterity is required to operate computer keyboard and telephone equipment. Must be able to lift and carry supplies and materials up to 25 pounds. General Overview of Compensation & Benefits: We reasonably expect the base compensation offered for this position to range from an hourly rate $18 - $18.50 an hour, subject to adjustment based on business-related factors such as employee qualifications, geographic pay differentials (e.g., cost of labor/living, etc.), and operational considerations. This position may be eligible for bonuses. This position may be eligible for commissions. This position will be eligible for the described benefits listed in the above section in accordance with Company Policy. This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. #CB #LI-CA3 This information is intended to be a general overview and may be modified by the company due to factors affecting the business. General Overview of Compensation & Benefits: This position may be eligible for bonuses. This position may be eligible for commissions. This position will be eligible for the described benefits listed in the above section in accordance with Company Policy. This information is intended to be a general overview and may be modified by the Company due to factors affecting the business. Life at Lennar At Lennar, we are committed to fostering a supportive and enriching environment for our Associates, offering a comprehensive array of benefits designed to enhance their well-being and professional growth. Our Associates have access to robust health insurance plans, including Medical, Dental, and Vision coverage, ensuring their health needs are well taken care of. Our 401(k) Retirement Plan, complete with a $1 for $1 Company Match up to 5%, helps secure their financial future, while Paid Parental Leave and an Associate Assistance Plan provide essential support during life's critical moments. To further support our Associates, we provide an Education Assistance Program and up to $30,000 in Adoption Assistance, underscoring our commitment to their diverse needs and aspirations. From the moment of hire, they can enjoy up to three weeks of vacation annually, alongside generous Holiday, Sick Leave, and Personal Day policies. Additionally, we offer a New Hire Referral Bonus Program, significant Home Purchase Discounts, and unique opportunities such as the Everyone's Included Day. At Lennar, we believe in investing in our Associates, empowering them to thrive both personally and professionally. Lennar Associates will have access to these benefits as outlined by Lennar's policies and applicable plan terms. Visit Lennartotalrewards.com to view our suite of benefits. Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn for the latest job opportunities. Lennar is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws.
    $18-18.5 hourly Auto-Apply 47d ago
  • Bilingual Loan Specialist

    Regional Finance 4.1company rating

    Loan officer job in Escondido, CA

    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 Assistant Managers 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. 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.
    $23-26 hourly Auto-Apply 11d ago
  • Member Loan Specialist I,II

    Cal Coast Credit Union 4.1company rating

    Loan officer job in San Diego, CA

    This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required . Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Member Loan Specialist MLS I - $21.5468-$26.9336 MLS II - $23.9440-$29.9330
    $35k-46k yearly est. Auto-Apply 60d ago
  • Member Loan Specialist I,II

    California Coast Credit 3.8company rating

    Loan officer job in San Diego, CA

    This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services. DIMENSIONS Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards. Sales Expectations: Meet/exceed established monthly/annual sales goals Consumer loan annual funding goal: 120 Real estate loan annual funding goal: 36 New member annual goal: 120 Consumer loan protection products: 33% loan penetration Additional referral requirements: auto buying services, investment products, and credit union promotional products and services Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit Member Support: Approximately 200,000 credit union members Supervisory responsibilities This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position. NATURE & SCOPE Member Loan Specialist I Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations. Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions. Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options. Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct. Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services. Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently. Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs. Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner. Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls. Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products. Performs other relevant and related duties as required . Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition: Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product. Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process. Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending. Education, skills, & abilities The Eight Superpowers Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things. Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence. Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond. Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles. Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships. Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers. Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success. Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities. Other Education, Skills, and Abilities A high school diploma or equivalent is required. Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service. Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service. Previous experience in a call-center preferred. Excellent communication skills; sound judgment, and attention to detail. Ability to work in a fast-paced call center environment. Previous experience with Microsoft Windows applications is preferred. Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures. Major Accountabilities Ensure sales and service goals are met. Present a friendly, outgoing and positive demeanor. Process new accounts and/or loans accurately and completely. Complies with all other policies and procedures. PHYSICAL REQUIREMENTS Excellent ability to communicate, both verbally and in writing; ability to tolerate periods of continuous sitting and/or standing. ENVIRONMENTAL CONDITIONS Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely. Note: Staff is expected to perform various tasks, projects and administrative duties as assigned. Management reserves the right to assign or change duties and tasks to this position at their discretion. Member Loan Specialist MLS I - $21.5468-$26.9336 MLS II - $23.9440-$29.9330
    $42k-58k yearly est. Auto-Apply 60d ago
  • Loan Processor

    Mission Loans

    Loan officer job in Irvine, CA

    Mission Loans is seeking experienced mortgage professionals who thrive in a fast-paced environment while maintaining a focus on quality of work and delivering an exceptional customer experience. As a Loan Processor, your primary mission is to serve as the primary point of contact for borrowers, process loans from set-up to funding, and ensure quality packaging and timely progression through all critical fulfillment milestones, ultimately delivering a best-in-class customer experience. PRIMARY DUTIES & RESPONSIBILITIES: Overall responsibility for processing loans from set-up to funding, ensuring accurate packaging, timely progression through all critical fulfillment milestones, and delivering a best-in-class customer experience. Serve as the primary point of contact for the borrower throughout the loan fulfillment process, including communicating clearly, frequently, and effectively to guide them through the loan process seamlessly. Review and validate borrower information is and remains accurate in the LOS, as well as all loan documentation submitted by the borrower and third-party service providers is complete, accurate, and verified. Process loan files by (i) verifying and analyzing credit, income, assets, and collateral against AUS findings, (ii) reviewing the loan package to ensure it complies with company and/or investor guidelines, and (iii) complete and accurate packaging of the loan for submission to underwriting and closing. Partner with production, underwriting, closer-funders, and third-party service providers (i.e. title, verifications, notary) to resolve problems, qualification issues, and clear conditions throughout the fulfillment process. Timely prepare, validate, and deliver Revised Loan Estimates, Interim &/or Re-Disclosures, and Closing Disclosures following regulatory and company guidelines. Operate to meet and exceed customer expectations. Operate in a manner that promotes loan quality and compliance with lending laws. Maintain loan pipeline productivity and quality performance at or above required goals. SKILLS & ABILITIES: Subscribe to the mission of creating a truly customer and team-member-centric environment. Love to come to work every day and win. Highly motivated, self-starter with the ability to work independently under minimal supervision and as a team player. Clear, effective interpersonal skills and written and verbal communication skills. Ability to work in a fast-paced, multi-tasking environment and manage multiple deadlines. Strong problem-solving and creative thinking skills. Ability to learn and adapt to guideline changes. Strong organization, follow-through and time management skills. Excellent attention to detail with a commitment to accuracy and quality. Dependable, responsible, and able to use good judgment. QUALIFICATIONS & EXPERIENCE 5+ years of processing experience in high-volume mortgage setting. Extensive knowledge in the following loan programs/products: conventional, FHA, VA, refinance and purchase, a plus - jumbo & non-QM. Thorough understanding of agency & investor underwriting guidelines, policies and procedures. Knowledge of and responsibility for compliance with state and federal regulations applicable to loan fulfillment. Intermediate math skills; adept at calculating income from salaried and self-employed borrowers. Basic proficiency in Microsoft Office products (Excel, Word, PowerPoint, etc.). Experience with Empower is a plus. Bilingual (read, write, speak) in Spanish, a plus. Other Duties: This position profile is not intended to be an all-inclusive list of job duties and responsibilities, as one may be asked to perform additional related duties, as assigned, in order to meet the needs of the organization. Compensation: $17.00 per hour base pay, with significant bonus potential through a points-based, tiered incentive plan. Mission Loans, LLC. is proud to be an Equal Opportunity Employer. Americor does not discriminate based on race, color, gender, disability, veteran, military status, religion, age, creed, national origin, sexual identity or expression, sexual orientation, marital status, genetic information, or any other basis prohibited by local, state, or federal law. Notice to Agencies: Mission Loans, LLC. (the "Company") has an internal recruiting department. Mission Loans, LLC may supplement that internal capability from time to time with assistance from temporary staffing agencies, placement services, and professional recruiters ("Agency"). Agencies are hereby specifically directed NOT to contact Mission Loans, LLC. employees directly in an attempt to present candidates. The Company's policy is for the internal recruiting team or other authorized personnel to present ALL candidates to hiring managers. Any unsolicited resumes sent to Mission Loans, LLC. from a third party, such as an Agency, including unsolicited resumes sent to a Company mailing address, fax machine, or email address, directly to Company employees, or to the resume database, will be considered Company property. Mission Loans, LLC. will NOT pay a fee for any placement resulting from the receipt of an unsolicited resume. Mission Loans, LLC. will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees.
    $17 hourly Auto-Apply 46d ago
  • New Loan Audit Processor

    Partnered Staffing

    Loan officer job in Irvine, CA

    At Kelly Services, we work with the best. Our clients include 99 of the Fortune 100TM companies, and more than 70,000 hiring managers rely on Kelly annually to access the best talent to drive their business forward. If you only make one career connection today, connect with Kelly. Job Description Description:Our clients, one of the top international banks, is currently seeking a New Loan Audit Processor for a 6+ month temporary assignment. This position is located in Irvine, CA By working for our client, you will be exposed to a large global company (listed on the NYSE), work for one of the most financially stable financial institutions within the U.S., work in a fast paced corporate environment and be an integral part to the Financial Services Team. Responsibilities: Performs system audit on newly funded consumer real estate loans- compares loan terms on the loan documents (Note, Deed) to the system of record (MSP) Performs some data entry SHIFT: 1st, Monday - Friday, 8-5PM Pay Rate: $16/hour Required education: High School Diploma/GED Top 3 Must-Haves: - 2+ Years Mortgage Lending Experience - Administrative Experience - High school diploma or equivalent Qualifications High School Diploma/GED Additional Information Why is this a great opportunity? The answer is simple…working at our client is more than a job; it's a career. The opportunities are diverse whether you are right at the start of your career or whether you are looking for new challenges this is the job for you, so be quick and apply now!
    $16 hourly 60d+ ago
  • Mortgage Loan Processor (Equity)

    Loandepot 4.7company rating

    Loan officer job in Irvine, CA

    at loan Depot The Senior Loan Processor is responsible for managing the customer relationship from initial commitment to funding. The role requires that all Internal policies and procedures are followed to make the transaction for the customer as smooth and efficient as possible. This will include working with customers, vendors, sales and in-house operations.Responsibilities: Collects all conditions up to loan funding after initial handoff from sales Prepares, validates, communicates, and delivers disclosures Manage a pipeline of 40-60+ loans at a given time. Acts as the primary liaison between Sales, Title, Escrow, Funding and Borrowers working at a fast yet detailed pace Reviews documentation including credit, income and title for accuracy demonstrating a high attention to detail. Communicate with customer consistently meeting companies SLA's Requirements: Minimum of 2+ years recent mortgage processing experience required, a call center environment preferred Strong knowledge of various loan products and programs, specifically FHA/VA/Conv/Seconds. Ability to adhere to established turn times, productivity, fast paced while maintaining quality metrics is required. Why work for #teamloan Depot: Competitive compensation package includes the ability to earn incentive compensation in addition to a base hourly wage. Inclusive, diverse, and collaborative culture where people from all backgrounds can thrive. Work with other passionate, purposeful, and customer-centric people. Extensive internal growth and professional development opportunities including tuition reimbursement. Comprehensive benefits package including Medical/Dental/Vision. Wellness program to support both mental and physical health. Generous paid time off for both exempt and non-exempt positions. About loan Depot: loan Depot (NYSE: LDI) is a digital commerce company committed to serving its customers throughout the home ownership journey. Since its launch in 2010, loan Depot has revolutionized the mortgage industry with a digital-first approach that makes it easier, faster, and less stressful to purchase or refinance a home. Today, as the nation's second largest non-bank retail mortgage lender, loan Depot enables customers to achieve the American dream of homeownership through a broad suite of lending and real estate services that simplify one of life's most complex transactions. With headquarters in Southern California and offices nationwide, loan Depot is committed to serving the communities in which its team lives and works through a variety of local, regional, and national philanthropic efforts.Base pay is one part of our total compensation package for Senior Account Manager III. The base hourly rate for this role is $18.50/hour plus an uncapped commission plan. Actual earnings may vary depending on individual performance. Based on historical data, the estimated total annual compensation including the base hourly rate and commissions ranges from $75,000 to $150,000.We are an equal opportunity employer and value diversity in our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
    $44k-56k yearly est. Auto-Apply 8d ago
  • Loan Processor

    Crosscountry Mortgage 4.1company rating

    Loan officer job in San Juan Capistrano, CA

    CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Senior Loan Processor is responsible for providing customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer. The Senior Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: • Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the particular loan program before submitting to underwriting. • Assemble the complete loan package in proper order for underwriting. • Verify all required documentation (pre-underwrite) in the file. • Complete the required loan checklist. • Verify that an application is complete and accurate; and identify any potential issues that may arise in underwriting. • Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on those documents. • Communicate directly with the Loan Originator, customer, and underwriter to obtain initial and any missing documentation required to qualify for the loan. • Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. • Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. • Verify that vendor orders are complete, invoices received, and in the applicant's E-file. • Manage pipeline by completing and submitting reports within allotted turn-around times. • Assist set-up of loans. • Document all communication related to the loan application in the conversation log. • Train and help supervise new loan processors and other processing personnel. • Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage, LLC. investors. Qualifications and Skills: • High School Diploma or equivalent. • A minimum of 5 years' residential mortgage processing experience. • Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. • Excellent math and analytical skills. • Excellent communication skills. • Ability to prioritize and meet deadlines. • Available to work varying hours and overtime if needed. • Encompass experience. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************
    $41k-51k yearly est. Auto-Apply 6d ago

Learn more about loan officer jobs

How much does a loan officer earn in Temecula, CA?

The average loan officer in Temecula, CA earns between $31,000 and $68,000 annually. This compares to the national average loan officer range of $30,000 to $69,000.

Average loan officer salary in Temecula, CA

$46,000

What are the biggest employers of Loan Officers in Temecula, CA?

The biggest employers of Loan Officers in Temecula, CA are:
  1. Franklin Service
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