Senior Loan Processor
Loan processor job in Austin, TX
HouseMax Funding is a leading hard money lender specializing in real estate investment financing. Headquartered in Austin, Texas, we've built a reputation for flexibility, speed, and exceptional customer service. Since our inception, we've funded over $2 billion across more than 5,000 loans, making us one of the largest operators in the industry.
Our mission is simple: empower real estate investors with innovative lending solutions. We prioritize long-term relationships with borrowers and loan buyers, offering tailored products that meet diverse needs. At HouseMax Funding, you'll join a dynamic team committed to excellence, collaboration, and growth in a fast-paced environment.
Position Overview
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.
Requirements
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.
Specimen Processor
Loan processor job in Lewisville, TX
Pride Health is hiring a Pride Health is hiring a Specimen Technician to support our client's medical facility in Lewisville TX 75067. This is a 3 months+ assignment with the possibility of a contract-to-hire opportunity, and it's a great way to start working with a top-tier healthcare organization!
Job Title: Specimen Technician
Location: Lewisville TX 75067
Pay Range: $17.20-$17.88 per hour
Schedule: Tuesday to Saturday 6am to 2:30 pm (40 hours per week)
Duration: 3 months+
Responsibilities:
Perform specimen processing tasks including A-station, presort, pickup, delivery, imaging, centrifugation, and aliquoting.
Enter data accurately and efficiently (6,000 keystrokes/hour).
Ensure accuracy, timeliness, and compliance with test regulations.
Maintain specimen organization and handle various specimen types correctly.
Adhere to safety protocols in a biohazard environment.
Meet productivity and quality standards in a production setting.
Communicate effectively with team members and other departments.
Keep work area clean and organized.
Demonstrate flexibility with shifts, weekends, holidays, and overtime.
Education/Qualifications:
High School Diploma or GED.
Prior laboratory experience preferred
Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, , legal support, auto ,home insurance, pet insurance, and employee discounts with preferred vendors.
Consumer Loan Processor
Loan processor job in Brownsville, TX
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.
Time Type:
Full time
This is an in-office position.
Department:
405 Consumer Lending
Job Summary:
The Loan Processor prepares the commercial loan documents and ensures that the loan documents are prepared accurately and on a timely basis. Responsibilities include assisting the loan officer with the process of the scheduled loan closing by gathering the required information necessary to close the loan with a focus on credit quality and overall risk management. Emphases on closing the loan on a timely basis. The customer has deadlines to obtain the funds and complete the transaction.
:
ESSENTIAL JOB FUNCTIONS
The statements on this job description are intended to describe the general nature and level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.
Prepares loan documents accurately and to close the loan as scheduled.
Facilitates the timely ordering of required documents (title work, compliance documents, flood documents, appraisals) and any other documents necessary to prepare the loan documents, based on board policy and regulatory requirements.
Audit the loan documentation to ensure that all documents are in order prior to loan closing paying close attention to detail in the preparation of documents.
Upload loans onto the PCS system. Reviewing reports on input and verifying that information was entered correctly. Receive loan requests and ensures loan information is properly entered into the correct system for processing.
Serve as a primary point of contact to assist internal and external stakeholders (lenders, customers, attorneys, title company) with various questions regarding loan closings.
Consistently analyze all loan documentation during processing to ensure accuracy of data and adherence to company policies and regulatory to safeguard IBC's legal position with the loan.
Create and maintain completeness of loan files both electronically and/or hard copies.
Perform detailed audits of loan request to ensure accurate and timely delivery of loan documents.
Monitor loan compliance with all applicable laws, regulations, and company policies.
Create detailed report for management related to all activities and status of loan processing.
Other duties as assigned.
SKILLS
Excellent verbal and written communication skills required.
Good organizational skills.
Critical and analytical skills.
Proficiency with Microsoft Word, Excel and Outlook preferred.
Bilingual in English and Spanish preferred.
EXPERIENCE
1-2 years related experience
Auto-ApplyCommercial Real Estate Loan Processor II
Loan processor job in McAllen, TX
Job Description
ORGANIZATION & PURPOSE
With a commitment to Honesty, Integrity and Quality Service Rio Bank opened its doors for business in February of 1985. It began as a retail oriented bank in McAllen, Texas, primarily catering to consumers for both deposit and loan business. Ford Sasser, CEO, joined Rio Bank in late April of 1999 and outlined a new vision and direction for the bank. Since then Rio Bank has expanded its footprint, offering new products and services to more communities and businesses in South and Central Texas. True to its mission to “Help Our Community Grow”, Rio Bank has become a more commercial oriented bank helping the local economy thrive.
We are proud of our team and are pleased to announce a job opportunity for a Commercial Real Estate Loan Processor II. This position is based at Rio Bank's Corporate Office in McAllen, Texas and provides oversight for the Jackson Drive-Up location as well. The ideal candidate is a highly self-motivated, detail-oriented individual with at least two years of commercial real estate loan processing experience.
We invite you to explore this opportunity further or share it with someone you know.
JOB SUMMARY
As a Commercial Real Estate Loan Processor you would be a key member of the team responsible for moving customer loans to closing. This involves processing loan documentation by verifying the accuracy of the documents, pre-funding loans and collaborating with both internal and external partners throughout the process.
WORK SCHEDULE
Monday - Friday, 8:30 a.m. to 5:30 p.m.
JOB RESPONSIBILITIES
Processing and Pre-Funding Duties
1. Complete processing and pre-funding loan activities on new loan transactions:
Prepare various internal loan documents and checklists to complete loan package;
Collaborate with attorney, review and verify closing documents, and schedule closings.
2. Complete processing and pre-funding loan activities on loan renewals:
Prepare all documents necessary to close the loan.
Review and verify closing documents, coordinate with branch staff and schedule closings.
Review and verify all loan packages (new and renewed) are accurate, complete and compliant with regulatory and policy requirements.
3. Perform other duties as assigned.
Compliance & Security
1. Abide by all rules, regulations and Bank policies and procedures.
2. Maintain records and documentation accordingly. Prepare required reports within deadlines.
3. Properly secure negotiable, customer information and bank information.
4. Ensure proper housekeeping of work areas to avoid unnecessary hazards.
5. Attend required meetings and complete required training for position within deadlines.
6. Complete sufficient continuing education and maintain the knowledge level required to complete job responsibilities.
QUALIFICATIONS
1. High school diploma or GED required. Associate degree preferred.
2. One year banking or related experience required.
3. Two years' real estate loan processing or related experience required.
4. Working knowledge of real estate regulations required.
5. Proficient use of internet, computers, and Microsoft Office (Word, Excel) required.
6. Superior customer service, interpersonal and teamwork skills required.
7. Must be detail-oriented and possess strong organizational skills.
8. Must be a self-starter, a problem solver and possess the ability to complete a project from start to finish.
Rio Bank is an equal opportunity employer and is committed to providing equal employment opportunity for all persons regardless of race, religion, color, sex, national origin, age, disability, or any other legally protected status. Reasonable accommodations for an individual's disabilities will be made for qualified applicants who are able to successfully perform the essential functions of the job with or without reasonable accommodation.
Loan Post Closing Specialist II - Mortgage
Loan processor job in San Antonio, TX
It's about interactions more than transactions.
Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Loan Post Closing Specialist II with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Loan Post Closing Specialist II - Mortgage,
you
are key support. You will be responsible for reviewing Real Estate Loans after funding. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
What you'll do:
Perform system check back, including verifying information on the note and loan memorandum against the information input into the Empower system
Post collateral on the Mortgage loan system
Perform adjustments and maintenance to the Shaw loan system
Prep loan packages for imaging
Perform various corrections to Deeds of Trust with the county
Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
Minimum 1 year Real Estate loan documentation experience
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
Medical, dental, vision, long-term, and life insurance
401(k) matching
Generous holiday and paid time off schedule
Tuition reimbursement
Extensive health and wellness programs, including our Employee Assistance Program
Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyMortgage Loan Processor/ Closer
Loan processor job in Plano, TX
Insight Global is looking to hire Loan Processors and Loan Closers to work for a large mortgage client in Plano, TX, Phoenix, AZ, Moorpark, CA and Tampa, FL. All positions are onsite Monday- Friday. We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to ********************.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: ****************************************************
Skills and Requirements
- Mortgage Experience
- Review and validate loan documents
- General understanding of applicable Federal, State and Local regulations - Encompass Experience
- Proficient with FHA, VA, and USDA Loans
Loan Officer
Loan processor job in Edinburg, TX
Full-time Description
About the Role:
The Loan Officer's primary role is to assist entrepreneurs with their financing needs. The Loan Officer will develop key relationships to support small business owners, oversee the loan application process, determine client eligibility, review loan applications for completion, conducts credit analysis, and prepares loan packages for submission to underwriting. The Loan Officer will report to the Regional Lending Manager.
About Us:
PeopleFund's Mission is to creates economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses.
Our Values are:
Integrity First
Service Before Self
Excellence In All We Do
Is that you? Awesome! Let's talk about what you'll do at PeopleFund.
Responsibilities:
Generates loan volume through building relationships with the community, partner organizations, bankers, accountants & other creative techniques in collaboration with small business support organizations.
Generates new clients & partnerships with support organizations that have a positive economic impact in support of PeopleFund's target market.
Evaluate best ways to reach out to prospective clients.
Analyze loan requests based on need, impact & financial viability.
Screen potential clients and educate them about the loan process.
Assist start-ups, established small businesses and nonprofits in preparation for a loan.
Submit loans that have a positive impact in Texas' lower-income communities.
Meet minimum loan volume/production requirements.
Conduct annual visits to PeopleFund clients & makes phone calls to delinquent clients.
Ensure loan requests are properly assigned to an underwriter & that deals move expediently through the process.
Identify technical assistance, education & training needs of existing & prospective clients.
Maintain routine contact with loan prospects & existing clients.
Follow up with clients to maintain & strengthen the relationship.
Other responsibilities include community outreach, collections, passing on loan capital & grant opportunities to corporate staff for action.
Attend & participate in lending events in support of PeopleFund's mission.
Perform other tasks as needed.
The Perks - PeopleFund provides the following benefits for employees:
Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only coverage
Paid Time Off starting at 3 weeks per year and 12 paid holidays
401 (k) retirement plan match and immediate vesting
Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses
Dependent Child Care Spending Account available to employees who qualify
PeopleFund is a Hybrid Work Environment
True to our Mission, PeopleFund is committed to recruiting and retaining a diverse staff, and to creating a respectful workplace anchored in a deep, shared commitment to inclusiveness. We are proud to be an equal opportunity employer. PeopleFund welcomes applications from all qualified persons from all backgrounds who can contribute to our Team's capabilities as we work together to create economic opportunity in underserved communities.
Requirements
Qualifications:
Bachelor's degree or relevant work experience.
Minimum of three years of lending or related financial services experience.
Strong communication skills & positive, team focused approach.
Spanish preferred, but not required.
Travel required up to 75% of the time.
Available to attend events or programs outside the Monday-Friday work week as needed.
Consumer Loan Processor
Loan processor job in Brownsville, TX
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.
Time Type:
Full time
This is an in-office position.
Department:
405 Consumer Lending
Job Summary:
The Loan Processor prepares the commercial loan documents and ensures that the loan documents are prepared accurately and on a timely basis. Responsibilities include assisting the loan officer with the process of the scheduled loan closing by gathering the required information necessary to close the loan with a focus on credit quality and overall risk management. Emphases on closing the loan on a timely basis. The customer has deadlines to obtain the funds and complete the transaction.
:
ESSENTIAL JOB FUNCTIONS
The statements on this job description are intended to describe the general nature and level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.
Prepares loan documents accurately and to close the loan as scheduled.
Facilitates the timely ordering of required documents (title work, compliance documents, flood documents, appraisals) and any other documents necessary to prepare the loan documents, based on board policy and regulatory requirements.
Audit the loan documentation to ensure that all documents are in order prior to loan closing paying close attention to detail in the preparation of documents.
Upload loans onto the PCS system. Reviewing reports on input and verifying that information was entered correctly. Receive loan requests and ensures loan information is properly entered into the correct system for processing.
Serve as a primary point of contact to assist internal and external stakeholders (lenders, customers, attorneys, title company) with various questions regarding loan closings.
Consistently analyze all loan documentation during processing to ensure accuracy of data and adherence to company policies and regulatory to safeguard IBC's legal position with the loan.
Create and maintain completeness of loan files both electronically and/or hard copies.
Perform detailed audits of loan request to ensure accurate and timely delivery of loan documents.
Monitor loan compliance with all applicable laws, regulations, and company policies.
Create detailed report for management related to all activities and status of loan processing.
Other duties as assigned.
SKILLS
Excellent verbal and written communication skills required.
Good organizational skills.
Critical and analytical skills.
Proficiency with Microsoft Word, Excel and Outlook preferred.
Bilingual in English and Spanish preferred.
EXPERIENCE
1-2 years related experience
Auto-ApplyJr. Mortgage Loan Processor; BR 10; 12.2.25
Loan processor job in Keller, TX
Requirements
Key Responsibilities
Collect, review, and organize borrower documents for loan processing
Input and update loan file information into the loan origination system
Perform preliminary document reviews to ensure completeness and compliance
Follow up with loan officers, clients, and third parties to obtain missing documentation
Assist in preparing files for underwriting submission
Communicate with internal departments to support loan progression and timely closings
Monitor pipeline reports and timelines to maintain workflow efficiency
Maintain detailed records and support audit-readiness of loan files
Adhere to company policies and industry regulations during document handling and communication
Support senior processors and branch staff with other administrative tasks as needed
Required Qualifications:
High school diploma or equivalent; college coursework in business or finance preferred
Less than two years of experience in mortgage loan processing or related financial services
Strong attention to detail and organizational skills
Effective written and verbal communication abilities
Basic understanding of loan documentation and mortgage terminology
Proficiency with Microsoft Office and willingness to learn loan origination systems
Equal Opportunity Statement: Texana Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, or any other protected status under applicable law.
Texana Bank Mortgage
1680 Keller Pkwy
Keller, TX 76248
Loan Specialist Sales - Austin
Loan processor job in Austin, TX
THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED - if you are outside of Texas, please apply to our Remote post at ***********************
Loan Specialist - Sales (range $36k - $70k)
ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.
WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.
You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.
WHAT'S IN IT FOR YOU:
Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling
This position starts as an hourly based position ($17.31/hour) and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period
On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales
On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential
Training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
HOW YOU WILL DO IT:
Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
Develop sales skills to effectively present benefits of loan options and sell additional products
Manage expectations and overcome objections with a consultative sales approach.
Work within our lending partners' guidelines.
Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
Effectively manage and maintain an organized pipeline.
Additional duties as required.
WHAT WE ARE LOOKING FOR:
We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:
Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature.
Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess.
Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively.
We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.
WHAT YOU NEED:
Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred.
Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
Math Skills: Basic computation skills
High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources
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Loan Disbursement Specialist
Loan processor job in Houston, TX
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.
Loan Originator NE - McAllen
Loan processor job in McAllen, TX
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.
Auto-ApplyLoan Post Closing Specialist II - Mortgage
Loan processor job in San Antonio, TX
It's about interactions more than transactions. Have others complimented you on your attention to detail and exceptional organizational skills? Are you known for your ability to adapt in everchanging fast paced environments? Are you ready to facilitate all the moving pieces to help deliver a top-quality experience? If so, being a Loan Post Closing Specialist II with Frost could be for you.
At Frost, it's about more than a job. It's about having a flourishing career where you can thrive, both in and out of work. At Frost, we're committed to fostering an environment that reflects our values and encourages team members to be the best they can be. In joining our adaptable, integrity-driven team, you'll become part of Frost's over 150-year legacy of providing unparalleled financial services.
Who you are:
As a Loan Post Closing Specialist II - Mortgage, you are key support. You will be responsible for reviewing Real Estate Loans after funding. More than that, this role is about building relationships and doing so with integrity, caring, and excellence in mind.
What you'll do:
* Perform system check back, including verifying information on the note and loan memorandum against the information input into the Empower system
* Post collateral on the Mortgage loan system
* Perform adjustments and maintenance to the Shaw loan system
* Prep loan packages for imaging
* Perform various corrections to Deeds of Trust with the county
* Always take action using Integrity, Caring, and Excellence to achieve all-win outcomes
What you'll need:
* Minimum 1 year Real Estate loan documentation experience
Our Benefits:
At Frost, we care about your health, your family, and your future and strive to have our benefits reflect that. This includes:
* Medical, dental, vision, long-term, and life insurance
* 401(k) matching
* Generous holiday and paid time off schedule
* Tuition reimbursement
* Extensive health and wellness programs, including our Employee Assistance Program
* Referral bonus program + more!
Since 1868, Frost has dedicated their expertise to provide exceptional banking, investment, and insurance services to businesses and individuals throughout Texas. Frost is one of the 50 largest U.S. banks by asset size and is a leader in banking customer satisfaction. At Frost, it's about being part of something bigger. If this sounds like you, we encourage you to apply and see what's possible at Frost.
Auto-ApplyLoan Origination & Closing Specialist
Loan processor job in Fort Worth, TX
JPMorgan Chase is currently recruiting for several open roles in our Commercial Loan Servicing Team, including: Loan Servicers, Loan Closers, and Loan Originators. Join a team where your expertise shapes the future of real estate lending. Make an impact while growing your career and skills in a collaborative, fast-paced environment. Experience career mobility, recognition for your problem-solving abilities, and the benefits of working with industry leaders. Be part of a team that values innovation, teamwork, and personal growth.
**Job Summary**
As a Loan Origination & Closing Specialist within our Multifamily and Commercial Lending team, you play a key role in supporting our lending services. You manage the end-to-end loan origination and closing process, ensuring accuracy, compliance, and timely completion of transactions. You work closely with internal and external partners, helping us deliver exceptional service and maintain high standards. Your attention to detail and ability to resolve issues directly impact our clients and the success of our business.
**Additional Summary Paragraph**
You will oversee documentation, review closing packages, and coordinate with business teams and third-party vendors. Your knowledge of real estate transactions and strong organizational skills will help you manage a national portfolio and meet deadlines. This role offers opportunities to develop advanced skills, leverage technology, and contribute to a culture of excellence.
**Job responsibilities**
+ Prepare and finalize loan origination documentation for multifamily and commercial transactions
+ Review closing packages, including HUD Settlement Statements, for accuracy and compliance
+ Manage relationships with clients, internal teams, and third-party vendors
+ Identify and resolve issues during loan origination and closing
+ Coordinate and prioritize tasks to ensure timely transaction completion
+ Apply knowledge of real estate laws, title policies, and escrow setups
+ Audit loan documents and oversee closing package finalization
+ Maintain accountability for turn time and manage a national portfolio
+ Communicate clearly and professionally with stakeholders
+ Use technology systems to support loan processing and funding procedures
+ Adapt to changing priorities in a fast-paced environment
**Required qualifications, capabilities, and skills**
+ High School Diploma or GED
+ One year of experience in loan closing or real estate transactions
+ Strong organizational skills and attention to detail
+ Ability to make independent decisions and solve problems
+ Clear written and verbal communication skills
+ Ability to work with minimal supervision
+ Dependable and adaptable in a deadline-driven environment
+ Proficient computer skills, including Microsoft Word and Excel
+ Experience managing multiple tasks and meeting deadlines
+ Ability to build and maintain stakeholder relationships
+ Analytical skills for issue identification and resolution
**Preferred qualifications, capabilities, and skills**
+ Associate's or Bachelor's Degree in business, finance, or related field
+ Three years of experience in multifamily or commercial loan closings
+ Experience with HUD Settlement Statements
+ Familiarity with SNDA's, estoppels, and tenant lease abstracts
+ Experience working with complex borrowing entities (LLCs, corporations, trusts)
+ Advanced proficiency in Microsoft Excel
+ Experience coordinating with third-party vendors in real estate transactions
**Required or Additional Information**
+ Visa sponsorship is not available for this position.
+ Work schedules will be full-time in office, on a 40-hour per week schedule.
+ Final Job Grade and officer title will be determined at time of offer and may differ from this posting.
**California Required Language**
**FEDERAL DEPOSIT INSURANCE ACT:**
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Home Loan Specialist I
Loan processor job in Austin, TX
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
Easy ApplyMortgage Loan Officer
Loan processor job in Brownsville, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater Austin, San Antonio or Waco Texas area.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
+ Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards (******************************* .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Bilingual Loan Specialist
Loan processor job in Conroe, TX
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
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.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
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.
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.
Loan Remittance Specialist I
Loan processor job in Fort Worth, TX
PENNYMAC Pennymac is (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day Responsible for receiving and reviewing of loan remittance and correspondence transactions and handling applicable activity in accordance with company policies and all applicable regulatory requirements.
Resolve exceptions, disposition loan remittances to corresponding loan balances, and prepare bank deposits maintaining the highest level of quality.
Work with numerous departments to research, analyze and support responses to customer, investor and/or other 3rd party inquiries regarding default and/or non-defaulted loans.
Handle transactions with limited supervision to complete daily tasks and duties.
The Loan Remittance Specialist will: Open, capture and process remittance exception transactions in accordance with department protocol to meet all investor, insurer, state, federal and other compliance guidelines for specific transaction types and codes Review incoming documentation/correspondence for data integrity Identify/Escalate any scenarios that impact a loan transaction Handle remittance applications and loan adjustment transactions Provide feedback on out of balance conditions in the General Clearing Account Process all exception activity to ensure timely completion based established SLAs and escalation where applicable.
Process daily posting consolidations to ensure all negotiable items are processed in accordance with applicable regulations and company policies Process and document negotiable items, collaborating with other internal departments to ensure accurate account documentation and posting instructions.
Assist with researching and gathering backup for internal Compliance related reports and routines Provide feedback to create new compliance monitoring routines and update Policies and Procedures to document the process Responsible for handling daily transactional activities including but not limited to: Review and process all negotiable items received for loan transactions and payoffs; Reconcile completed activity within specified timeframes; Update and balance remittances, wires, logs and statistical reports; Print company disbursements; Prepare/Process remittances to reports and dispatch/mailing of correspondence and remittances, Ensure the confidentiality of loans and negotiable items Partner with various business units to research and execute routine transaction requests Support peers to ensure the completion of assigned tasks Perform other duties as assigned Demonstrate behaviors which are aligned with the organization's core values Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values What You'll Bring Financial Services and, if possible, mortgage industry experience preferred Excellent verbal, written and interpersonal, and customer service skills Personal computer knowledge, including advanced proficiency in Word, Excel and Gmail Team player with strong attention to detail, with the ability to work independently Proven track record at delivering timely and accurate information in a fast-paced environment Excellent critical thinking, problem solving and mathematical skills, using sound judgment Knowledge of mortgage industry practices, terminology and technology platforms preferred Knowledge of federal and state laws pertaining to the mortgage banking industry Experience using automated financial or loan tracking systems preferred Knowledge of customer service and collection principles a plus Basic knowledge of running existing queries and creating reports preferred Proficient in 10-key by touch Strong business acumen and ability to interface with management Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships We value the hard work and dedication of our employees.
In addition to a competitive salary, positions may offer bonus opportunities.
To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $40,000 - $60,000 Work Model OFFICE
Auto-ApplyMortgage Loan Officer
Loan processor job in Brownsville, TX
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in the greater Austin, San Antonio or Waco Texas area.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Recommends loan solutions in accordance with lending guidelines and clients' requirements.
* Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
* Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
* Collaborates with internal and external stakeholders to complete mortgage transactions.
* Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
Competencies
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
Work Experience
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Mortgage Specialist
Loan processor job in Brownsville, TX
Mortgage Specialist Supervisor: Chief Lending Officer Classification: Full time, Non-Exempt Compensation based on experience: $15.50 - $17.50 About Us cdcb | come dream. come build. is a private 501(c)(3) nonprofit organization founded in 1974, working to eliminate persistent poverty, advance prosperity, and increase economic justice across the Rio Grande Valley. Through housing development, financial capability programs, and community planning initiatives, cdcb supports healthier, more resilient communities along the U.S.-Mexico border and the Gulf Coast.
Summary: Responsible for accurately processing all documents for residential mortgage loan applicants to ensure that they are complete and comply with all local, state and federal regulation while maintaining communication with borrowers, loan officers, real estate agents and underwriters throughout the process.
Essential Duties and Responsibilities:
Review mortgage loan applications for completeness and accuracy.
Collect, verify and organize required documentation such as income statements, bank statements, tax returns and credit reports.
Gather information to submit loan package for underwriter approval.
Process FHA, Conventional, TDHCA, USDA 502, Inspire100 and CASA mortgages loans to investor guidelines.
Prepare down payment assistance package for underwriter to approve
Responsible to deliver all closed loans to investor for purchase and to clear any deficiency that might arise
Responsible to submit pre-purchase and post-purchase loan packages to auditor for review
Other duties as assigned.
Supervisory Responsibilities: This position does not supervise others.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Education/Experience
High School Diploma or general education degree (GED) or higher; and minimum one year mortgage lending related experience and/or training; or equivalent combination of education and experience.
Language Ability
Ability to read and comprehend simple instruction, short correspondence, and memos. Ability to effectively present information in one on one and small group situations. Bilingual in Spanish and English: verbal and written form preferred.
Math Ability
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out simple instructions. Ability to deal with standardized situations with only occasional or no variables
Computer Skills
Working Knowledge of computer programs such as Microsoft Office (Word, Excel, Power Point)
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is in a standard office environment with desktop business equipment and frequent telephone calls. Noise level is moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Auto-Apply