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  • Mortgage Lending Officer SAFE Act - San Francisco

    Citigroup Inc. 4.6company rating

    Loan officer job in San Francisco, CA

    The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr
    $38k-53k yearly est. 2d ago
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  • Entry Level Finance Sales to Loan Officer Career

    Your Favorite Lenders

    Loan officer job in Anaheim, CA

    This role is for driven competitive sales professionals who want a real career in finance not a disposable sales job. At Your Favorite Lenders we do not throw you on the phones and hope you figure it out. We built a structured training and promotion system to turn motivated people into licensed producing loan officers. You will start as a Loan Officer Trainee LOT with paid training learning the mortgage business from first call to funded loan alongside experienced producers. Why This Is a Smart Career Move Right Now Real estate prices remain high nationwide and millions of buyers and investors are waiting on the sidelines. As interest rates begin to come down demand does not return gradually it comes back in waves. When rates drop More buyers qualify More refinances return More investors reenter the market Volume increases faster than staffing can keep up The mortgage industry is already preparing for this shift. The professionals who enter now get trained before the rush and are positioned to benefit when demand accelerates. Getting licensed early matters. Those who wait compete later. Those who enter now build experience leverage and long term income while others are still watching. What You Will Do LOT Call and qualify inbound and outbound mortgage leads Run structured discovery conversations and intake forms Learn how loans are structured priced and approved Review documentation and understand borrower profiles Work directly with senior loan officers on live files Why Work at Your Favorite Lenders Clear career path from Loan Officer Trainee to Junior Loan Officer to Loan Officer Paid training and licensing support we invest in you High lead flow once licensed no cold start grind Hands on mentorship from active producing loan officers Broad product exposure including purchase refinance and investor loans Performance based advancement execution gets rewarded Built by operators who actually produce not corporate managers Clear Promotion Path Loan Officer Trainee first 60 days focused on paid training and mortgage fundamentals Junior Loan Officer next 60 days focused on NMLS licensing loan structuring and live deal exposure Loan Officer run your own pipeline with uncapped commission No mortgage experience required Work ethic and coachability required
    $37k-56k yearly est. 2d ago
  • Mortgage Loan Officer

    Loanplex Mortgage Inc.

    Loan officer job in Bellflower, CA

    🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA) Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence. If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you. What We're Looking For: ✔️ 3+ years of loan origination experience ✔️ Comfortable working with complex client scenarios ✔️ Strong communication skills - Bilingual (English/Spanish) preferred ✔️ NMLS & CA DRE licenses required ✔️ In-office position (not remote) at our Bellflower headquarters ✔️ A true self-starter who knows how to turn leads into closings ✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence What You'll Do: Receive qualified leads from our marketing and referral network Build and maintain strong client relationships Strategize financing options for a wide variety of borrowers Follow up consistently from first contact to closing Represent Loanplex Mortgage with professionalism and integrity Who We Are: Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us. If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect. Let's fund dreams forward. 🏡💼 Send your resume and a brief introduction to ************************* Or Call ************
    $37k-57k yearly est. 1d ago
  • Chief Commercial Officer

    Rezolute 3.7company rating

    Loan officer job in Redwood City, CA

    Rezolute is a late-stage rare disease company focused on significantly improving outcomes for individuals with hypoglycemia caused by hyperinsulinism (HI). Our antibody therapy, RZ358 (ersodetug), is designed to treat all forms of HI and has shown substantial benefit in clinical trials and real-world use for the treatment of congenital hyperinsulinism (cHI) and tumor hyperinsulinism (tHI). We are planning to announce topline results for a Phase 3 study for cHI in December 2025 and a Phase 3 study for tHI will commence in Q3 2025 with anticipated topline results in 2H 2026. Reporting to the Chief Executive Officer, the CCO will work closely with the CEO and other members of the leadership team to shape and execute the company's strategy and priorities for growth. This is an exceptional opportunity to play a key role on the management team, including leading the commercial activities globally with an anticipated launch for ersodetug in 2027. Responsibilities Rezolute is seeking an experienced CCO capable of providing leadership, direction and vision with the aptitude to drive commercial growth and excellence. The CCO will be responsible for all commercial operations as well as the go-to-market strategy for product launches and commercialization while managing all aspects of the commercial team. The CCO must be a dynamic leader who will be tasked with establishing and overseeing the successful direction, planning and execution of company policies, objectives, initiatives and deliverables. Additional responsibilities include: Driving prelaunch plans and the go-to-market strategy, ensuring alignment to support the growth plan and revenue targets as well as collaboration across the enterprise to ensure successful product commercialization. Defining and implementing the commercial strategy, including working with other members of the leadership team to identify challenges, opportunities, and action plans to ensure the achievement of commercial objectives. Supporting the CEO and the rest of the leadership team in the development and execution of a corporate strategic plan. Formulating Rezolute's strategic direction in collaboration with the leadership team including identifying opportunities for growth, market expansion, and competitive advantage. Setting clear commercial goals and objectives that are aligned with the company's vision. Remaining informed about market trends, industry developments, and competitive landscape. Conducting market research and analysis to identify opportunities for business growth and recommend potential modifications to Rezolute's strategy accordingly. Capturing market facts/dynamics and reports to support KOL and patient engagement as well as competitive readiness. Leading and further developing the commercial team including creating a world class commercial organization. Qualifications The CCO is expected to have strong commercial, marketing and business development expertise, combined with the ability to succeed at a strategic, tactical and operational level, with excellent global experience and cultural sensitivity. The CCO must have outstanding internal and external communication skills and an inclusive pro-active approach. Bachelor's degree in business administration, Marketing, Finance, or a related field. Master's in Business Administration (MBA) is preferred with a minimum of 15 years of experience in global executive roles in the biopharmaceutical industry, ideally leading commercial and business development go-to-market teams. Extensive knowledge of drug development generally and commercial execution specifically. Experience in rare, ultra rare and orphan disease therapies is required, including recent experience in leading successful rare disease product launches. Rezolute (RZLT) currently anticipates the base salary for the Chief Commercial Officer role could range from $380,000 to $450,000 and will depend, in part, on the successful candidate's geographical location and their qualifications for the role, including education and experience. This position will also be eligible for an annual performance bonus in accordance with the terms of the applicable plan (depending, in part, on company and individual performance and at the Company's discretion on an individual basis). The compensation described above is subject to change and could be higher or lower than the range described based on current market survey data and the qualifications, education, experience and geographical location of the selected candidate. Rezolute offers competitive compensation, stock options and a rich benefits package. Qualifying employees are eligible to participate in benefit programs such as: Health Insurance (Medical / Dental / Vision) Disability, Life & Long-Term Care Insurance Holiday Pay Tracking Free Vacation Program 401(k) Plan Match Educational Assistance Benefit Fitness Center Reimbursement We are an Equal Opportunity Employer and do not discriminate against applicants due to race, ethnicity, gender, veteran status, or on the basis of disability or any other federal, state or local protected class. #J-18808-Ljbffr
    $44k-59k yearly est. 3d ago
  • Junior Commercial Escrow Officer

    Stewart Information Services Corp 4.6company rating

    Loan officer job in San Francisco, CA

    Junior Commercial Escrow Officer page is loaded## Junior Commercial Escrow Officerlocations: USA CA San Francisco - 100 Pine Sttime type: Full timeposted on: Posted Todayjob requisition id: JR106649At Stewart, we know that success begins with great people. As a Stewart employee, you'll be joining a company that was named a 2024-2025 Best Company to Work For by U.S. News & World Report, and a 2025 Top Workplace by USA Today. We are committed to helping you own, develop, and nurture your career. We invest in your career journey because we understand that as you grow, so does our company. And our priority is smart growth - by attaining the best people, investing in tools and resources that enable success, and creating a better home for all.You will be part of an inclusive work environment that reflects the customers we serve. You'll be empowered to use your unique experiences, passion and skills to help our company and the communities we serve constantly evolve and improve. Together, we can achieve our vision of becoming the premier title and real estate services company.Stewart is a global real estate services company, providing title insurance, settlement, underwriting, and lender services through our family of companies. To learn more about Stewart, visit .More information can be found on . Get title industry information and insights at . Follow Stewart on @StewartTitleCo, on @StewartTitleCo and on @StewartTitle# **Job Description****Job Summary**Provides escrow services for commercial transactions. Responsible for facilitating real estate transactions by providing a high level of customer service and proactive communication to both internal and external customers throughout the closing process.### ### **Job Responsibilities*** Responsible for establishing new commercial escrow accounts and processing escrow documents in accordance with established policies and procedures* Acts as a neutral third-party between buyers and sellers during a real estate sale, managing funds and processing real estate transactions* Follows standard procedures and guidelines* Understands how assigned duties relate to others within the team and how the team integrates with related teams* Impacts own team through the quality of the support provided* Recognizes and solves typical problems; selects solutions from established options* Communicates moderately complex information in routine situations, typically within own team* Works under general supervision with limited ability to modify approach* Individual contributor having no supervisory responsibilities; manages own workload* Performs all other duties as assigned by management **Education*** High school diploma required; Bachelor's preferred **Experience*** Typically requires 2+ years of related work experience Equal Employment Opportunity EmployerStewart is committed to ensuring that its online application process provides an equal employment opportunity to all job seekers, including individuals with disabilities. If you have a disability and need assistance or an accommodation in the application process, please contact us by email at *******************.**Pay Range & Benefits**$46,368.56 - $77,280.93 AnnuallyThe base salary range provided is consistent with similar roles at the Company. The base salary range is not an absolute, but a guide, and actual offers will be based on the individual candidate's knowledge, skills, education, experience, location, market conditions, and other compensation components. Depending upon all of the preceding considerations, the base salary may be lower or higher than the stated range.Stewart offers eligible employees a competitive benefits package that includes, but is not limited to a variety of health and wellness insurance options and programs, paid time off, 401(k) with company match, employee stock purchase program, and employee discounts Stewart is on a journey to become the premier title services company. We offer personalized service, industry expertise and customized solutions for virtually any type of real estate transaction and are a leading global real estate services provider. At our core, we help make property ownership around the world possible. In doing that, we take every step to foster meaningful relationships through our ingenuity and efforts and are dedicated to going above and beyond to provide the best experience for employees and customers alike. To do so, we know we must sustainably serve our employees, shareholders, customers and our communities at large. That's why we are committed to creating an inclusive workplace that fosters a deep sense of pride, passion, respect and belonging, while lessening our impact on the environment and providing transparency around the way we do business. #J-18808-Ljbffr
    $46.4k-77.3k yearly 1d ago
  • Underwriting Officer, Mortgage Loan

    Cathay Bank-Headquarters 4.4company rating

    Loan officer job in El Monte, CA

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Following established policies and department procedures, responsible for underwriting mortgage loans and home equity lines of credit. The Mortgage Underwriter position is responsible for underwriting conventional, jumbo home loans and home equity lines of credit following established company and agency guidelines and ensuring compliance with applicable government rules and regulations. Ideal candidates will be service-focused with excellent time-management and communication skills, can multitask, and must be detail oriented. ESSENTIAL FUNCTIONS Underwrite mortgage loans and home equity lines of credit in compliance with Bank's established or investor credit guidelines. Conduct initial and final underwriting reviews and render decisions within the regulatory required timeframes. Ensure compliance with Bank, regulatory and credit requirements with emphasis on quality client service while adhering to given deadlines. Assist mortgage loan originators in understanding loan conditions. Respond to audits and post-closing issues in a timely manner. QUALIFICATIONS Education: College graduate with major in accounting or business preferred or related experience. Experience: Minimum five years of mortgage lending and banking experience with good knowledge of lending regulations and credit/collateral analysis practices. Skills/Ability: Loan Origination System proficient. Experience with Empower a plus. Good verbal and written communication skills. Bilingual a plus. Organized and detail oriented. Able to develop working knowledge of Bank's credit underwriting policies and approval process for assigned loans. Ability to analyze complex credit transactions, asset documents, and personal & business tax returns. Must possess strong problem-solving skills and be able to prioritize workload and manage pipeline efficiently. Ability to work effectively in a fast-paced, high production environment. Strong analytical skills. High level of latitude and ability to develop viable solutions within scope of applicable laws and regulations. OTHER DETAILS $35.58 - $39.42 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $35.6-39.4 hourly 3d ago
  • Loan Administrator - Fresno, CA

    Banktalent HQ

    Loan officer job in Fresno, CA

    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 seasoned Commercial Loan Administrator in Fresno, CA. This role focuses on documenting, closing, disbursing and servicing of loans. Essential Functions: Documents, closes, disburses and services highly complex loans. May be assigned to one or more types of loans including small business, commercial, mortgage or, construction loans. Ensures compliance with Bank, regulatory and investor guidelines. Determines proper steps and sequence needed to successfully close each loan. Obtains required documents and resolves outstanding issues. Communicates with customers, clients and outside agencies to gather information, research problems and respond to inquiries. Drafts final loan documents to include proper rates, terms and conditions. Makes loan funding decisions within assigned limits. Disburses loan funds and prepares the final loan package. May assist with the loan review process and reports. May oversee, train or advise lower-level staff. Qualifications: Typically requires an associate degree, or equivalent course work, in assigned lending function and 3 years of commercial loan processing and/or loan documentation experience. Full application of standard loan administration and commercial lending principles and procedures. Working knowledge of procedures related to the assigned lending function. Proficient in loan documentation computer systems. Proficient customer service and communications skills. Strong organizational skills. 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 $80,000 - $100,000 depending on job-related factors such as level of experience.
    $80k-100k yearly 3d ago
  • Deputy Chief Banking Officer

    Calprivate Bank

    Loan officer job in Beverly Hills, CA

    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
    $53k-79k yearly est. 3d ago
  • Sr. Loan Closer

    Professional Search Group-OC

    Loan officer job in Los Angeles, CA

    Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment. The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW! Primary Duties & Responsibilities Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds Collaborate with title companies to review and clear outstanding title exceptions prior to funding Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment Support special projects and perform additional duties as assigned Requirements Bachelor's Degree preferred but not required. 4+ years of loan closing or funding operations experience required, preferably in private lending Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment Solid knowledge of mortgage loan products, guidelines, and regulations Detail-oriented, team player with excellent communication and interpersonal skills Experience with Salesforce a plus This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members. Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues Apply for this amazing opportunity today! Donovan Aranda Division Manager 562-378-0027 Donovan.aranda@us-psg.com
    $41k-57k yearly est. 4d ago
  • Mortgage Home Loan Advisor - Ventura Area

    First Bank 4.6company rating

    Loan officer job in Oxnard, CA

    Mortgage Home Loan Advisor (Commission-Only) Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing Sourcing leads for mortgage home loans Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc. Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
    $24k-31k yearly est. 3d ago
  • Mortgage Loan Originator (Arizona) *Commission Only*

    First Western Mortgage 4.1company rating

    Loan officer job in Yuma, AZ

    Job Description First Western is seeking an Mortgage Loan Originator to join our team! Are you looking for a challenging and rewarding opportunity? First Western is seeking a passionate and experienced professional to join our team. As a Mortgage Loan Originator at First Western, you will play a vital role in helping high-net-worth clients achieve their financial goals. You will work closely with our Arizona Mortgage team to deliver comprehensive solutions that exceed client expectations. If you are passionate about providing exceptional service to clients and are looking for a challenging and rewarding opportunity, we encourage you to apply for this position today. What You Will Do: Individual annual sales goal component to be assigned in conjunction with the annual office sales goals On-going development of a referral network through prospecting, networking, cold-calling, and participating in community out-reach efforts that promote the Bank and home-ownership. Consistently spend more than 50% of working time away from First Western's office(s) engaged in soliciting new mortgage loan business. Provide exceptional customer service by overseeing each loan transaction through processing and closing, and effectively communicating updates to all parties to the transaction including Realtor(s) and referral partners. Respond to all inquiries and referrals within 24 hours. Meet applicants either face-to-face or over the phone. Conduct interviews with potential applicants to determine the appropriate loan programs/products. Analyze applicants' income, financial information, and credit history, including completing a preliminary qualification for the identified loan programs. Present a full and complete loan application with supporting documentation to the operations team within 72 hours. Complete all initial and subsequent loan disclosures with absolute accuracy and timeliness required by TILA, RESPA, and MDIA regulations. Meet volume goals as established by the sales management team. Attend all sales meetings and successfully complete all required training. What You Bring: Proficient in Microsoft Office Suite Strong understanding of MS applications, database/CRM tools, loan origination application systems and loan pricing engines Solid understanding of mortgage regulatory requirements, including but not limited to the SAFE Act, Dodd-Frank, HMDA, TILA, RESPA, ECOA, Fair Lending, and the Fair Housing Act Demonstrated success in cultivating and maintaining a quality referral network Ability to analyze and calculate income from complex financial data Solid understanding of mortgage loan processing, underwriting, and closing Professional presentation, written and verbal communications skills Detail-oriented Education Level Education Details Required/Preferred Bachelor's Degree, Or equivalent work experience, Required Experience Level Experience Details Required/Preferred 1-3 years, Recent residential mortgage lending experience, preferably within a bank environment, Required License/Certification Details Time Frame Required/Preferred Active NMLS registration, Upon Hire, Required What You Receive: At First Western, we pride ourselves on our culture of innovation, teamwork, and continuous learning. We are committed to providing our employees with the tools and resources they need to succeed, including ongoing training and development, a competitive compensation package, and a comprehensive benefits program. Pay Range: Commission Only Job Classification: Full-Time Exempt *Actual offer will be based on experience, location, education, and/or skills* - Strong Bonus Potential - 401(k) Plan with Match - Paid Parking/Transportation Benefits - Access to Training & Professional Development Programs - Sponsorship for Obtaining Professional Certifications - Flex Spending Accounts - Health Savings Account - Health & Wellness Benefits - Paid Time-Off+ Bank Holidays Interested in learning more and seeing how we connect? Visit us today at: ************************* Questions? Contact us at ************************** First Western Financial, Inc. is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive and safe environment for all employees. We are fully committed to achieving a diverse workforce by hiring, developing, and retaining talented people from different backgrounds, experiences, abilities, and perspectives. Individuals from all backgrounds, including non-traditional backgrounds, historically marginalized, or underrepresented groups are strongly encouraged to apply. First Western Financial, Inc. is committed to the full inclusion of all qualified individuals. In keeping with our commitment, First Western Financial, Inc. will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please contact **************************.
    $31k-39k yearly est. Easy Apply 3d ago
  • Regional Mortgage Loan Officer

    Cathay Bank-Headquarters 4.4company rating

    Loan officer job in Monterey Park, CA

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY As a "subject matter expert", will provide training, guidance, and encouragement to less experienced bankers/MLOs in a designated region of branches. Following established policies and department procedures, responsible for loan production and processing to support fee income growth and provide the highest level of expertise and client service. To be able to work with branches and clients and provide excellent client service. Assess mortgage needs of clients and provide various beneficial Cathay Bank mortgage products. Primarily responsible for supporting the SCA Region 3/4 branches whenever a need for a mortgage loan is required. ESSENTIAL FUNCTIONS Travel to assigned Branches and assist clients who are interested in residential mortgages. Provide expertise and address questions, resolve problems, and identify ways to meet the client's financial needs. Assist clients to complete loan applications. Gather information and process each file from initial approval to closing in a timely manner. Act as a liaison between branches, underwriter, closing agents and other related parties. Follow up with clients and related parties on outstanding loan conditions, provide assistance to resolve processing problems. Ensure the timely and accurate processing of all loans. Submit accurate information that constitutes a complete loan application as required by regulations. Input correct loan information into the system for processing. Ensure that all loan documentation is complete, accurate, verified and complies with Bank policy. Maintain pipeline report and notify management of status as needed. Assist branch personnel in cross-selling other bank products and services, to ensure an outstanding client experience for existing and prospective clients. Assist branches to organize and conduct mortgage seminars as needed. Participate with real estate affiliated organizations to help promote the bank and the banks products. Must be knowledgeable with all bank products with a proven track record in loan closings. Network with Real Estate Agents for referrals. If schedule permits, maybe be asked to travel to other regions, in state and out of state to assist in mortgage origination and training. QUALIFICATIONS * Education: Associates Degree preferred. * Experience: Minimum 3 years mortgage lending and banking experience with good knowledge of lending regulations and loan processing in a multi-state lending environment. * Skills/Ability: Organized and detail oriented. Able to develop working knowledge of Bank's credit policies and approval process for assigned loans. Ability to work effectively in a fast paced, high production environment. Strong organizing and problem-solving skills; strong written and verbal communication skills; must be able to adapt well to a fast paced and constantly changing business environment; PC proficient at the intermediate level; demonstrated ability to work in a team-oriented environment; demonstrated ability to provide good client service; Bilingual is a plus. * Licensing: Must possess an active registration or be eligible for registration under the Nationwide Mortgage Licensing System & Registry (NMLS) within 90 days of hire. OTHER DETAILS $31.25 - $38.46 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $31.3-38.5 hourly 3d ago
  • Mortgage Lender - Lancaster, CA

    Banktalent HQ

    Loan officer job in Lancaster, CA

    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 seasoned Mortgage Lender to join our California team. Our main focus in this role is soliciting and bringing in mortgage business for the bank through previous contacts, relationships, and referrals from real estate agents, builders, developers and branches. Essential Functions: Responsible for soliciting and bringing in mortgage business for the bank through previous contacts, relationships and referrals form real estate agents, builders, developers and branches. Ensure compliance with regulatory guidelines in the performance of loan originator duties. Interviews potential applicants to develop information concerning their needs, desires and other information. Obtains and review pertinent financial and credit data. Responsible for assisting customers with information about loan types and interest rate options, locking interest rates as requested by the customer, preparing and sending initial disclosures to customers and submitting information to automated underwriting software. Ensures any re-disclosures are made timely. May order appraisals through our systems, arrange for title search and obtain necessary documents. Responsible to communicate with the customer throughout the process and work with processors through closing. Originates residential home loans. Keeps informed of trends and developments in the local real estate market and changing rules and regulations pertaining to mortgages. Develops and maintains internal relationships to drive cross-sell opportunities for other bank products. Other duties as assigned. Qualifications: Requires a college degree and 4+ years of mortgage lending origination experience required, including residential construction experience or other directly related experience. A combination of education and experience may meet requirements. Advanced knowledge of mortgage lending, processing, credit analysis, mortgage laws and regulations Ability to successfully solicit loans. Good problem solving skills. Ability to work independently. Strong interpersonal skills Demonstrated ability to handle multiple priorities. Strong verbal and written communication skills Ability to work effectively in high pressure environment. Ability to work with various types of computer software, including mortgage specific software. This position is eligible for hourly state minimum wage plus commission. Commission is calculated based on financed loans that meet customer qualifications and lender requirements. 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, and any applicable state 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 enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire. Employee Ambassador preferred banking products.
    $36k-51k yearly est. 5d ago
  • Service and Sales Banker - Irvine

    First Bank 4.6company rating

    Loan officer job in Irvine, CA

    Banking Specialist III -- Sales Focus This position, Banking Specialist III, may be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose to call you a "specialist" because that is what you are! Individuals in this position are well-versed in both operations and sales functions in a retail branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate product features available across all bank product lines. Expanding the use of alternative delivery systems by explaining the merits of other systems such as Online Banking System, Online Bill Pay, ATM network, Debit Card, Mobile Banking, and Client Contact Center. Working towards achievement of branch and individual sales and referral goals. Working to retain existing client relationships and obtain new relationships by conducting calls on maturing accounts, following up on leads, referrals and other prospecting opportunities. Going on business calls with Branch manager, merchant representatives, and/or business development officers. Assists in initiating sales and business calls on their own. Driving branch profitability and client satisfaction by getting to know clients and encouraging their consideration of other Bank products where they may benefit the client. (In-Store branches) Should cultivate relationship with retail store associates. Increasing sales and cross-sell opportunities by participating in sales events such as in-aisle sales (where applicable), internal/external events, out bound calls, and promotional activities. Contributing to the Bank's efforts in reaching and surpassing its Community Reinvestment Act goals by participating in community service activities. Drives individual, branch and Bank growth by working with management to define sales strategies necessary to meet sales and referral goals. Providing excellent client service by accurately and expeditiously opening new accounts and other products for current clients and new clients to the Bank. Provides maintenance on accounts and products when requested and authorized by the client. Quotes rates, terms and fees on all products and services and provides necessary disclosures as required (NMLS registration required). Identifying borrowing needs and originating consumer loan applications. Assists in the processing of loan applications and closing. Must be NMLS Registered. Helping commercial and small business clients/prospects with product questions, account support and various other tasks. Assisting with wire transfers and other operational duties, as needed. Helping coach Banking Specialist I and II on products, services, policies and procedures. High School Diploma or Equivalent Previous cash-handling experience preferred Minimum of 24 months of sales and/or banking experience preferred Life License (LB) preferred NMLS registry required Proven sales skills Good analytical skills Developed customer service skills, including written and verbal communication Ability to use a PC and alpha/numeric keyboard Flexible work week schedule, which may include Saturdays
    $31k-48k yearly est. 5d ago
  • Regional Mortgage Loan Officer

    Cathay Bank-Headquarters 4.4company rating

    Loan officer job in Irvine, CA

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY As a "subject matter expert", will provide training, guidance, and encouragement to less experienced bankers/MLOs in a designated region of branches. Following established policies and department procedures, responsible for loan production and processing to support fee income growth and provide the highest level of expertise and client service. To be able to work with branches and clients and provide excellent client service. Assess mortgage needs of clients and provide various beneficial Cathay Bank mortgage products. Primarily responsible for supporting the SCA Region 3/4 branches whenever a need for a mortgage loan is required. ESSENTIAL FUNCTIONS Travel to assigned Branches and assist clients who are interested in residential mortgages. Provide expertise and address questions, resolve problems, and identify ways to meet the client's financial needs. Assist clients to complete loan applications. Gather information and process each file from initial approval to closing in a timely manner. Act as a liaison between branches, underwriter, closing agents and other related parties. Follow up with clients and related parties on outstanding loan conditions, provide assistance to resolve processing problems. Ensure the timely and accurate processing of all loans. Submit accurate information that constitutes a complete loan application as required by regulations. Input correct loan information into the system for processing. Ensure that all loan documentation is complete, accurate, verified and complies with Bank policy. Maintain pipeline report and notify management of status as needed. Assist branch personnel in cross-selling other bank products and services, to ensure an outstanding client experience for existing and prospective clients. Assist branches to organize and conduct mortgage seminars as needed. Participate with real estate affiliated organizations to help promote the bank and the banks products. Must be knowledgeable with all bank products with a proven track record in loan closings. Network with Real Estate Agents for referrals. If schedule permits, maybe be asked to travel to other regions, in state and out of state to assist in mortgage origination and training. QUALIFICATIONS * Education: Associates Degree preferred. * Experience: Minimum 3 years mortgage lending and banking experience with good knowledge of lending regulations and loan processing in a multi-state lending environment. * Skills/Ability: Organized and detail oriented. Able to develop working knowledge of Bank's credit policies and approval process for assigned loans. Ability to work effectively in a fast paced, high production environment. Strong organizing and problem-solving skills; strong written and verbal communication skills; must be able to adapt well to a fast paced and constantly changing business environment; PC proficient at the intermediate level; demonstrated ability to work in a team-oriented environment; demonstrated ability to provide good client service; Bilingual is a plus. * Licensing: Must possess an active registration or be eligible for registration under the Nationwide Mortgage Licensing System & Registry (NMLS) within 90 days of hire. OTHER DETAILS $31.25 - $38.46 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $31.3-38.5 hourly 3d ago
  • Loan Specialist- Los Angeles, CA

    Banktalent HQ

    Loan officer job in Los Angeles, CA

    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.
    $51.3k-85.5k yearly 3d ago
  • Business Banking Officer - Orange County / Inland Empire

    First Bank 4.6company rating

    Loan officer job in Yorba Linda, CA

    Business Banking Officer II A Business Banking Officer II is responsible for providing a full range of banking services to self-sourced and branch-referred businesses with annual sales of up to $10 million with emphasis on client contact and sales of credit relationships including, but not limited to, lines of loans up to $1 million, Commercial Real Estate loans to $2 million and all government loan programs. What You Will Be Doing Direct calling on prospective new clients to generate loans, deposits, fees and alternative bank products and services for the retail branch network. Expected to meet or exceed annual production goals Direct calling on top 40% of existing clients of assigned branches, in coordination with Branch Managers, with focus on relationship retention and new opportunities for loans, deposits, fees and alternative bank products and services for the retail branch network Developing and implementing a marketing plan to increase loan referrals from outside referral sources and assigned retail branches Providing on-the-job training of branch sales staff to augment core training offered by Corporate Training on all business products and services to increase internal referrals Meeting with customers to discuss business needs, recommend ways in which the Bank can serve their needs and obtain complete application packages for submission to respective loan centers for processing Completing basic analysis of business financial information to match bank products accordingly Providing monthly and quarterly Sales Reports to management to measure sales performance to required sales objectives Assisting assigned Branch Managers with servicing the branch portfolio of business credits including control of delinquencies and proactive maturing loan management Bachelor's degree (B. A.) in a business-related field from four-year college or university preferred Minimum of five years sales experience and/or training, preferably in a banking environment; or equivalent combination of education and experience PC proficiency in Microsoft Windows environment preferred Knowledge of SBA regulations preferred
    $54k-75k yearly est. 3d ago
  • Loan Servicing Officer

    Cathay Bank-Headquarters 4.4company rating

    Loan officer job in Rosemead, CA

    People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY This position will act as a resource for syndicated loans and review of new loan products. Will also be responsible for research, performing callback, reviewing, and approving daily transactional entries, problem solving, participating in special projects, and responding to escalated and more complex requests within Commercial Loan Servicing. ESSENTIAL FUNCTIONS Researches and resolves most complex internal/external customer questions/discrepancies in loan accounting. Coordinates syndicated and participated activity, including booking new loans and daily transactions with borrowers, internal partners, and other banks, as assigned. Books new loans, modifications, renewals, and extensions. Performs callback and reviews new loans, renewals, extensions, and modifications processed by staff, and inputs index values into IBS. Provides support for loan coding and other questions for bank and regulatory reporting. Reviews Line Sheet and approves Trade Innovations transactions and wire requests pertaining to those requests. Balances and approves daily IBS transaction balance sheets for staff. Monitors Pass-thru accounts to ensure timely clearance. Monitors designated exception items on tickler/tracking report to ensure timely processing. Provides product expertise to all levels of bank personnel. Researches and resolves rate and payment adjustments issues. Communicates clearly and effectively with all levels of positions. Other duties and projects, as assigned. QUALIFICATIONS Experience: 3-5 years of experience in commercial loan servicing or relevant commercial and real estate administration industry. Education: Requires a bachelor's degree or equivalent experience. Skills/Abilities: Must be able to manage workflow effectively with frequent interruptions and changing priorities. Ability to work in a fast-paced environment while maintaining a high level of accuracy. Strong problem-solving and organizational skills. Strong written and verbal communication skills. Bilingual (Mandarin or Cantonese) is a plus. Strong analytical and problem-solving skills. Strong loan administration experience with knowledge of letters of credit, borrowing based lending, multi-phased construction, and multiple collateral properties. Thorough knowledge of commercial finance, documentation, accounting, and data systems. Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships. PC literate, proficiency with MS Office. OTHER DETAILS $36.06 - $40.63 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.
    $36.1-40.6 hourly 3d ago
  • Loan Closing Manager - Commercial Loan Fulfillment

    Banktalent HQ

    Loan officer job in Los Angeles, 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 seeking a Loan Closing Manager to join Zions Bancorporation. The Loan Closing Manager I plays a key role in managing loan closing operations and staff, ensuring quality customer service and compliance with bank policies and regulations. This position oversees the completion of due diligence activities, preparation of loan closing documents, and the review and interpretation of third-party documents to provide the "clear to close." The role is responsible for daily workflow management, staff training, and the implementation of departmental productivity measures. As a leader, you will drive process improvements, maintain strong working relationships across departments, and support the development and performance of your team. Responsibilities Manage loan closing operations and staff, including workflow, scheduling, and training Establish and maintain closing processes and procedures to ensure quality customer service Oversee completion of due diligence activities and preparation of loan closing documents Review, request, and interpret third-party documents required for loan closings Assign and monitor due diligence and closing tasks for middle office loan closers Troubleshoot Credit Lead issues and provide technical support and guidance to staff Implement and maintain productivity measures for individuals and the department Administer bank policies and procedures, ensuring compliance with laws and regulations Recommend and implement process improvements and departmental policies Handle complex or unique transactions and manage overflow or backlogs as needed Qualifications 4+ years of loan processing, loan operations, credit analysis, or other directly related experience required Management or supervisory experience required Considerable working knowledge of lending operations, processing, documentation, credit analysis, and loan procedures Strong analytical and problem resolution skills Solid leadership and management capabilities; goal-oriented Excellent organizational, project management, and communication skills (verbal and written) Ability to maintain effective working relationships with lenders, management, and administrative staff Experience in banking, lending, and credit administration preferred Ability to resolve problems and issues with team members to accomplish objectives Bachelor's Degree in a related field required Work Location - Phoenix, AZ - Irvine, CA - Los Angeles, CA - Denver, CO - Las Vegas, NV - Houston, TX - Midvale, UT Pay Range $45 - $77/hr (Based upon related experience and location) 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.
    $32k-50k yearly est. 3d ago
  • Mortgage Home Loan Advisor - Campbell

    First Bank 4.6company rating

    Loan officer job in Campbell, CA

    Mortgage Home Loan Advisor (Commission-Only) Do you hate sitting in an office all day? This position actually requires that you spend more than 80% of your time outside of your office. Like meeting new people and helping people to finance a new home? Read further to check out this opportunity. What You Will Be Doing Sourcing leads for mortgage home loans Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc. Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan Submit completed applications and confer with underwriters to aid in resolving mortgage application concerns Advise borrowers of underwriting decisions, work with the borrower and underwriter to ensure all underwriting conditions are met Work with both the processor and borrower, if loan is denied, about reconstructing loan under a different program Coordinate loan closing, escrow signing, ordering of loan documents and assisting borrowers in the closing process
    $24k-31k yearly est. 3d ago

Learn more about loan officer jobs

How much does a loan officer earn in Yuma, AZ?

The average loan officer in Yuma, AZ earns between $26,000 and $58,000 annually. This compares to the national average loan officer range of $30,000 to $69,000.

Average loan officer salary in Yuma, AZ

$39,000
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