Loan processor jobs in Bon Air, VA - 33 jobs

Process Control Engineer - West Point, VA The opportunity: The Process Control Engineer position: provides technological and engineering expertise for the implementation of new process control technology and equipment; evaluates and resolves problems with existing process control systems utilizing vendor and/or mill maintenance support when necessary; designs and programs changes to the existing process control systems as needed. This position ensures the control systems are properly deployed to provide the greatest return on investment regarding production, costs, quality as well as safe and environmentally sound operations. The Process Control Engineer reports to the E&I Maintenance Superintendent. How you will impact WestRock: * Utilizes modern process control theory to design and configure systems on new and existing processes. * Assists project engineers and managers in the planning, development, and implementation of capital projects. * Engages in development of short and long-term planning of system upgrades and migrations. * During project design, assists with coordinating the development of control logic and system configuration between the Operating Department and control system suppliers. Participate in factory checkout of equipment prior to delivery to confirm design and functionality. * Writes operator training manuals and assists with control system operator training. * Generates procedures used by Maintenance, Operations, and peers. * Works closely with Operations and Engineering personnel to develop job scopes. Write functional specifications for vendor use in quotations. * Maintains a strong emphasis on process improvement projects -- customer focused innovations, cost saving improvements, process optimization, etc. * Utilizes a proactive approach and project skills to develop solutions to short- and long-term issues. * Designs and implements control system logic based on process knowledge, applicable safety and environmental requirements, operational need, and maintenance requirements that provide clearly defined benefits. * Works closely with Maintenance and Operations to identify and resolve issues. * Leads troubleshooting efforts of systems and processes. Helps promote technical skills in EI technicians. * Manage and direct consultants, contractors, and vendors during controls related projects. * As part of the Process Control team, shares in the responsibility of providing weekend and off-hour availability to support Process Control and IT mill needs as well as startup support from planned and unplanned shutdowns. * Adheres to all mill safety rules, participates in or may lead safety programs and meetings with the goal of improving safety at the mill. Supports the mill behavior-based safety program. * Maintains mill-wide data historian (OSIsoft Pi) and related interfaces. * Evaluates, troubleshoots, and maintains system hardware. * Perform other duties as assigned. What you need to succeed: * B.S. Degree in Chemical or Electrical Engineering is preferred, other engineering degree acceptable with adequate DCS, PLC and HMI application experience. * Minimum of five years of industrial experience preferred with degree or 10 years plus of industrial experience in DCS, PLC and HMI applications would be required with two-year degree or equivalent military experience. * Strong knowledge of field instrumentation, control devices, and motor controls required. * Process control experience within with paper industry experience preferred. * Strong troubleshooting skillset for evaluating root cause and addressing technical issues with long term solutions in mind. * Experience with Honeywell TDC, Honeywell Experion, Valmet, Rockwell & Modicon DCS & PLC Systems * Experience with AC and DC variable speed drives. * Strong computer skills including systems deploying VMWare. Process Control Engineer, continued * Experience with Ethernet networks including configuration of switches, routers and VLANs. * Experience with Industrial Communication Protocols including Modbus TCPIP and Ethernet IP. * Experience with control loop tuning and performance evaluation tools. * Strong written and verbal communication skills. * Results oriented individual capable of handling projects individually, yet able to work efficiently in a highly team-oriented environment. * Ability to drive large scale control system projects from concept to commissioning. * Additional skills needed: self-directed, flexible, self-learner, multitasking, results driven, safety focused. * SharePoint / PowerApps / Flow knowledge a plus What we offer: * Corporate culture based on integrity, respect, accountability, and excellence * Comprehensive training with numerous learning and development opportunities * An attractive salary reflecting skills, competencies, and potential * A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work. WestRock Company is an Equal Opportunity Employer committed to creating and maintaining a diverse workforce: Minorities/Females/ Disabled/Veterans. Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of safety, loyalty, integrity, and respect, we use leading science and technology to move fiber-based packaging forward. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.

Description & Requirements Smurfit Westrock (NYSE:SW) is a global leader in sustainable paper and packaging solutions. We are materials scientists, packaging designers, mechanical engineers and manufacturing experts with a shared purpose: Innovate Boldly. Package Sustainably. Guided by our values of integrity, respect, accountability and excellence, we use leading science and technology to move fiber-based packaging forward. Process Control Engineer - West Point, VA The Opportunity The Process Control Engineer position: provides technological and engineering expertise for the implementation of new process control technology and equipment; evaluates and resolves problems with existing process control systems utilizing vendor and/or mill maintenance support when necessary; designs and programs changes to the existing process control systems as needed. This position ensures the control systems are properly deployed to provide the greatest return on investment regarding production, costs, quality as well as safe and environmentally sound operations. The Process Control Engineer reports to the E&I Maintenance Superintendent. How You Will Impact WestRock * Utilizes modern process control theory to design and configure systems on new and existing processes. * Assists project engineers and managers in the planning, development, and implementation of capital projects. * Engages in development of short and long-term planning of system upgrades and migrations. * During project design, assists with coordinating the development of control logic and system configuration between the Operating Department and control system suppliers. Participate in factory checkout of equipment prior to delivery to confirm design and functionality. * Writes operator training manuals and assists with control system operator training. * Generates procedures used by Maintenance, Operations, and peers. * Works closely with Operations and Engineering personnel to develop job scopes. Write functional specifications for vendor use in quotations. * Maintains a strong emphasis on process improvement projects -- customer focused innovations, cost saving improvements, process optimization, etc. * Utilizes a proactive approach and project skills to develop solutions to short- and long-term issues. * Designs and implements control system logic based on process knowledge, applicable safety and environmental requirements, operational need, and maintenance requirements that provide clearly defined benefits. * Works closely with Maintenance and Operations to identify and resolve issues. * Leads troubleshooting efforts of systems and processes. Helps promote technical skills in E\I technicians. * Manage and direct consultants, contractors, and vendors during controls related projects. * As part of the Process Control team, shares in the responsibility of providing weekend and off-hour availability to support Process Control and IT mill needs as well as startup support from planned and unplanned shutdowns. * Adheres to all mill safety rules, participates in or may lead safety programs and meetings with the goal of improving safety at the mill. Supports the mill behavior-based safety program. * Maintains mill-wide data historian (OSIsoft Pi) and related interfaces. * Evaluates, troubleshoots, and maintains system hardware. * Perform other duties as assigned. What You Need To Succeed * B.S. Degree in Chemical or Electrical Engineering is preferred, other engineering degree acceptable with adequate DCS, PLC and HMI application experience. * Minimum of five years of industrial experience preferred with degree or 10 years plus of industrial experience in DCS, PLC and HMI applications would be required with two-year degree or equivalent military experience. * Strong knowledge of field instrumentation, control devices, and motor controls required. * Process control experience within with paper industry experience preferred. * Strong troubleshooting skillset for evaluating root cause and addressing technical issues with long term solutions in mind. * Experience with Honeywell TDC, Honeywell Experion, Valmet, Rockwell & Modicon DCS & PLC Systems * Experience with AC and DC variable speed drives. * Strong computer skills including systems deploying VMWare. Process Control Engineer, continued * Experience with Ethernet networks including configuration of switches, routers and VLANs. * Experience with Industrial Communication Protocols including Modbus TCP\IP and Ethernet IP. * Experience with control loop tuning and performance evaluation tools. * Strong written and verbal communication skills. * Results oriented individual capable of handling projects individually, yet able to work efficiently in a highly team-oriented environment. * Ability to drive large scale control system projects from concept to commissioning. * Additional skills needed: self-directed, flexible, self-learner, multitasking, results driven, safety focused. * SharePoint / PowerApps / Flow knowledge a plus What We Offer * Corporate culture based on integrity, respect, accountability, and excellence * Comprehensive training with numerous learning and development opportunities * An attractive salary reflecting skills, competencies, and potential * A career with a global packaging company where Sustainability, Safety and Inclusion are business drivers and foundational elements of the daily work. WestRock Company is an Equal Opportunity Employer committed to creating and maintaining a diverse workforce: Minorities/Females/ Disabled/Veterans. Candidates are required to undergo a drug screening after receiving a conditional job offer, but before starting employment. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status or other characteristics protected by state or federal law.

PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an Originator. Responsibilities Essential Job Functions: Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services. Coordination: Uses judgment and discretion to ensure uninterrupted flow of business. Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between customer and Company's internal departments to ensure cohesive business flow. Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines. Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges. Must devote substantially more than 50 percent of working hours outside of any Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing. Responsibilities: Verifies, compiles, and inputs application information for mortgage loans. Discuss and advise the client of their home loan options. Reviews residential loan application file to verify that application data is complete and meets establishment standards, including type and amount of mortgage applied for, including but not limited to borrower assets, liabilities, and length of employment. Informs supervisor of discrepancies in title or survey. Performs other related duties as assigned. Current, valid NMLS license or appointment in good standing. Qualifications Must have applicable state licensing. Two to five years' experience are preferred. Must also meet one of the following 3 options: Actively funding more than 2 loans/month, or Xinnix Training completion for Loan Origination required, or Origination mentor assigned to new Loan Officer by branch who funds more than 2 loans/month (see PRMG Loan Officer Mentor Agreement). Skills: Ability to make sound judgments on the resolution of service, credit decision, funding, and post-close issues. Ability to problem-solve and exercise independent judgment while displaying a high degree of initiative. Ability to handle detailed assignments and maintain confidentiality. Excellent communication and interpersonal skills. Organizational skills necessary to prioritize workload and delegate responsibility. Travel: May be required. Min USD $0.00/Yr. Max USD $250,000.00/Yr.

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

Job DescriptionDescription: The Outside Loan Officer's primary role is to source, qualify and originate mortgage loans for by working primarily outside the Company's offices to solicit and obtain business from referral sources such as realtors, builders, financial service providers and others as well as borrowers directly. Key Responsibilities: Comply with outside sales and reporting obligations, duties, requirements and guidelines. Produce loans according to targets set by manager. Uphold the integrity of the brand. Must be familiar with originating loans. Properly qualify consumers and assure that you are issuing pre-approvals according to guidelines. Monitor loan pipeline through Lenders Office. Monitor productivity via reporting tools. Ensure compliance with all government and regulatory requirements. Loan Officer shall determine his or her hours or work. Loan Officers are not required to work any specific number of hours per week and when you do work it is at your discretion. Take information from the prospective borrower and complete the loan application form. Set yearly goals/attend meetings with manager. Educate borrowers/communicate on a regular basis with borrowers, listing brokers and selling brokers. Analyze the prospective borrower's income and debt and pre-qualify the prospective borrower to determine the maximum mortgage amount that the prospective borrower can afford. Educate the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available and demonstrating how closing costs and monthly payments could vary under each product. Maintain regular contact with the borrower, realtors and the Company between the time of the application and closing to apprise them of the status of the application and gather any addition information. Collect financial information (tax returns, bank statements) and other related documents that are part of the application process. Order in file credit report, when required by the Company. Determine whether the property is in a flood area, where required by the Company. Attend the closing of the mortgage loan, if requested by the company. Under no circumstances shall the Loan Officer be compensated greater than the amount negotiated in the Loan Officer Compensation Agreement. Able to comply with the policies and procedures outlined in the Company handbook Perform other duties as assigned. Requirements: Education/Experience: Able to comply with the policies and procedures outlined in the Company Handbook Must have a current license through NMLS and be in good standing Knowledge of Freddie Mac (FHLMC), Fannie Mae (FNMA), FHA, and VA Two (2) years prior mortgage or mortgage banking experience Ability to deliver effective results and to meet deadlines History of exceeding sales goals Reliable transportation, valid driver's license and current automotive insurance Sound judgment and decision-making skills Ability to work under pressure and meet deadlines with minimal supervision Excellent phone and service skills Develop and maintain relationships within the real estate community Timely communication and response times according to department standards Travel: As needed travel internationally between United States and Mexico to meet business needs. Language: English preferred, Bi-Lingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant. AAP/EEO Statement: Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state.

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.

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for the sales and marketing of Truist Mortgage Loan products in an inbound and outbound "call center" environment within bank policies and procedures as well as consistent, effective referrals of mortgage clients for other bank services, including the qualifying package of services, and insurance products. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Execute effective mortgage sourcing plans and strategies through internal Truist referrals, inbound client inquiries, outbound mortgage phone sales, and other sales activities to meet or exceed agreed upon personal mortgage production goals and pre-set minimum standards. 2. Maintain a complete and thorough knowledge of the Mortgage Strategies, Policies and Procedures, as well as secondary market investor's guidelines utilized by Truist. 3. Adhere to and comply fully with any and all Truist policies and procedures related to internal and external rules and regulations, particularly those established by State and Federal law. 4. Provide mortgage clients sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and their benefits. 5. Consistently execute on Truist's referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client, attorney, or appraiser document follow-up as determined through quality control or post-closing review. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Good organizational skills 2. Excellent attention to detail 3. High sense of urgency in following up with clients and teammates throughout the loan process 4. Excellent written and verbal communication skills 5. Demonstrated interpersonal and negotiation skills 6. Strong sense of teamwork and mutual respect 7. Demonstrated positive, helpful, proactive attitude 8. Demonstrated ability to set priorities and meet deadlines 9. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 10. Ability to travel, occasionally overnight 11. Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check Preferred Qualifications: 1. Two years of experience in banking and/or lending environment with basic knowledge of residential property types or completion of sales focused training program 2. Basic understanding of residential mortgage types 3. Bachelor's degree in Business, Marketing, Accounting, or related studies or equivalent financial sales experience. 4. Completion of elective training curriculum in Mortgage Lending 5. Prior mortgage sales contact center experience 6. Proficiency in a second language OTHER JOB REQUIREMENTS / WORKING CONDITIONS Sitting/Standing/Walking/Bending/Lifting Sitting (if checked, indicate frequency) Constantly (More than 50% of the time) Standing (if checked, indicate frequency) Occasionally (Less than 25% of the time) Walking (if checked, indicate frequency) Occasionally (Less than 25% of the time) Bending (if checked, indicate frequency) Choose an item. Lifting (if checked, indicate pounds) Up to 25 lbs. Visual / Audio / Speaking Able to access and interpret client information received from the computer and able to hear and speak with individuals in person and on the phone. Manual Dexterity / Keyboarding Able to work standard office equipment, including PC keyboard and mouse, copy/fax machines, and printers. Availability Able to work all hours scheduled, including overtime as directed by manager/supervisor and required by business need. Travel Minimal and up to 10% General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Primary Function: This role provides a wide variety of support to the Business Services Team. Support will include loan processing and administration from origination through post-closing; operational and technical support in collaboration with members of the Business Services team; opening of membership accounts and deposit checking accounts; and maintenance and management of member business banking relationships. Prepare and process loan approval and closing documents, clear post-closing loan documentation and servicing exceptions, contact business members regarding past due accounts and resolve member account problems. Provide exceptional member service and support to ensure our members' needs are met. Essential Duties and Responsibilities: Works closely with Business Services Relationship Managers to facilitate and resolve issues on new loan transactions, closings, modifications and renewals. Responsible for documenting the financial information requirements for new loan requests. Set up, process, and monitor documents, and files for commercial loan package completion to meet lending specifications. Review and monitor loan documents for accuracy, completeness and adherence to approval conditions. Ensure correct lien position which may include UCC searches and analyzing title policies/searches. Maintain files with sufficient documentation for third-party review and prepares files for timely audits. Set up loan and financial ticklers to ensure accuracy and timeliness. Responsible for ensuring all closing conditions are met and loans are closed within time frames. Assist the team of Business Services Relationship Managers in obtaining, scanning and archiving information required for underwriting a loan request. May assist Business Services Relationship Manager in ordering third party reports related to a loan request, including appraisals, Phase I/II environmental reports. Review and resolve a variety of member problems/issues regarding products and services. Process loan advances on credit facilities at the request of member or Business Services Relationship Manager. Process funding of loan closings at the request of the borrower, closing attorney/agent or Business Services Relationship Manager. Process construction loan advances during the draw down period. This may include coordinating the third party site inspection, title update and review, and funding appropriate advances based on percentage completion of the project. May negotiate loan-signing dates with members, closing agents and Business Services Relationship Manager. May work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the credit union's interests in complying with the approved terms of the credit relationship. Responsible for GL Certification which includes research, balancing and certification. May perform preliminary review of property and liability insurance to ensure it complies with MBL loan policy and procedure. May provide customer service, administrative support and inter/intra office communication support for the department. May perform other duties as assigned. Able to perform all duties of the position and in addition: Independently prepare data input sheets and provide required information for loans to be boarded on the credit union servicing system and ensure all loan coding is correct. Review corporate organizational documents to determine appropriate signing authorities and responsible for confirming such entities are in good standing with applicable governmental agencies. May perform preliminary analysis on title insurance commitment reports including title exceptions, and responsible for preparing title/escrow instructions including reviewing final title policy to ensure it complies with the title/escrow instructions and confirms that the bank's lien position is accurate. Responsible for reviewing property and liability insurance to ensure it complies with loan terms and MBL policy and procedure. Services customer relationships: Assists Business Banking Relationship Managers in the management of the total account relationship including deposit accounts. Handles member requests for information and resolves problems promptly. Involves Business Banking Relationship Manager when needed. Handles line of credit advances and account transfers per established procedures. Processes loan payments and collects fees. Maintains working knowledge of financial products. Coordinates with internal partners' referral opportunities. Presents product proposals to members for selected services. Develops long-term solutions for member problems to help ensure business member and account retention. Maintains accounts: Resolves complex documentation exception issues. Follows up and corrects all documentation exceptions with customers, attorneys, insurance agents, Registrar of Deeds, Secretary of State, etc. Ensures member files are maintained properly and updated promptly when current information is received. Past dues: Assists Business Services team in monitoring and follow-up of past dues. Performs office support functions: Receives and directs telephone calls for Member Business Services. Assists other support and MBS RMs as directed. Types letters, memo, etc. as needed. Participates in special projects as requested. Accurately perform all Bank Secrecy Act (BSA) and OFAC functions related to opening accounts, making account maintenance changes, approving and disbursing loans including, but not limited to, OFAC verification, reporting suspicious activity to the Security Department, and completing all required training. Other duties may be required and assigned by the supervisor Prerequisites for Job: Previous commercial loan administration and/or retail banking experience or the equivalent in office experience preferred. Knowledge in all areas of commercial and real estate lending including construction to perm, letters of credit, borrower based lending, and multiple collateral properties preferred. Knowledge: Experience in a commercial loan processing environment is preferred. Knowledge of financial products and services. Experience in managing customer relationships in a financial institution is preferred. Prior experience in selling and servicing business member relationships is preferred. Demonstrated ability to abide by the industry's state and federal regulations, as well as the credit union's current credit lending policy. Skills: Strong written and verbal communication skills Familiar with financial statements and tax returns preferred Must be a self motivator Must be detail oriented and have the ability to work independently as well as with a team Must be able to identify cross-sell opportunities Must be able to multitask and work in a fast-paced environment Proficient in using Microsoft Office applications Proficiency with sales management software applications is preferred Must be able to work with a sense of urgency Minimum Education and Experience: College degree is preferred Sufficient demonstrated experience with results in areas of responsibility may substitute for educational requirements Physical Requirements: This job requires the ability to sit for long periods of time. This job requires occasionally lifting up to 20 pounds and/or up to 10 pounds frequently.

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 ****************************

Value Proposition Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers. Overview This is a full-time, commissioned career opportunity that can be hybrid based out of our Stony Point location in Richmond, VA. Solicits first mortgages through contacts with realtors, builders, and developers. Work with customers and prospective customers to assist them in identifying and securing a mortgage loan that is appropriate for their individual financial circumstances and is designed to help them achieve their financial goals, including home ownership. Responsibilities Develops and expands referral sources in order to solicit first mortgages. Maintains regular contact with Realtors in their offices and on site at open house events. Meets with builders on job sites to discuss lending options related to clients they have building homes Regularly, seeks opportunities to meet with developers. Participates in building and trade shows. Participates in mixers related to real estate where relationships can continue to build and new ones can be forged. Collects and analyzes applicant's financial information typically at one of the organizations branch locations to assess the financial circumstances to determine whether the applicant and the property qualify for a particular loan. Interviews applicants and provide required information, including income, assets, investments, debt, credit history, prior bankruptcies, judgments, and liens, as well as characteristics of property and similar information. Identifies customer's needs in conjunction with customer's financial situation and evaluates those needs in relation to available financial products. Recommends the financial products which best meet the customer's specific needs after advising customer about the risks and benefits of the loan alternatives, including the options and advantages involved. Recommends terms and conditions of mortgage loans. Engages in customer specific persuasive sales activity to encourage potential customer to do business with Company and cross promotes other services and financial products of Company to outside referral sources. Performs work related to the loans the employee originates. Obtains and analyzes pertinent financial and credit data. Follows current loans to ensure conformity with terms. Follows up with customers and prospective customers via telephone and email communication. Completes paperwork related to the loans originated. Prepares materials needed to support employee's loan activities. Attends company meetings as necessary. Ensures loan originations are in accordance with regulatory compliance. Ensures documentation is completed in accordance with regulatory compliance. Communicates with the customer throughout the process on an ongoing basis to ensure the customer understands the process. Qualifications Required Education: High School Diploma or equivalent Required Experience: 1 or more years Recent residential mortgage lending experience to include experience in the local market. Experience in the Fulton Mortgage Company Associate Mortgage Loan Officer Program may be accepted in lieu of 1 year required residential mortgage lending experience. 1 or more years Proven ability to develop referral sources from contacts and relationships outside the organization. Other Duties as Assigned by Manager This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management. Pay Transparency This position is fully commissioned. Benefits Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank. NMLS This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing. EEO Statement Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Description We are looking for a dedicated Loan Servicing specialist to support the administration and servicing of loans within the rental housing portfolio. This role involves coordinating daily loan administration tasks, including managing construction and permanent loan closings, setting up new loans, and onboarding clients for loan servicing. This is a Long-term Contract position based in Glen Allen, Virginia. Responsibilities: - Coordinate and oversee daily loan administration tasks to ensure efficient operations. - Manage the setup, onboarding, and orientation for new loan servicing processes. - Facilitate the closing of construction and permanent loans with accuracy and attention to detail. - Maintain loan records and ensure compliance with documentation standards. - Collaborate with internal teams to address loan servicing inquiries and resolve issues. - Update and manage loan servicing systems to maintain accurate data. - Monitor escrow accounts and ensure timely administration. - Provide support for affordable housing programs and align servicing practices with program requirements. - Conduct reviews of loan documentation to ensure adherence to established guidelines. Requirements - 2-4 years of experience in multifamily loan servicing, escrow administration, asset management, or housing finance operations. - Familiarity with rental housing finance and loan servicing procedures. - Proficiency in loan servicing systems and Microsoft Office Suite, including Excel, Word, and Outlook. - Strong organizational skills with exceptional attention to detail. - Knowledge of affordable housing programs such as state housing finance agency initiatives. - Ability to interpret and work within loan documentation standards. - Excellent communication skills to interact with clients and internal teams effectively. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) and Privacy Notice (https://www.roberthalf.com/us/en/privacy) .

Job DescriptionLoan Servicing Officer 6-Month Contract, Hybrid Glen Allen, VA We are seeking a highly organized and detail-oriented Loan Servicing Officer to support the administration and servicing of loans within our rental housing portfolio. You will coordinate daily loan administration activities, manage data entries, oversee construction and permanent loan closings, and facilitate new loan setup and servicing orientation. Key Responsibilities: Coordinate daily loan administration activities within the rental housing portfolio. Manage data entries related to loan servicing. Oversee construction and permanent loan closings. Facilitate new loan setup and onboarding. Conduct new loan servicing orientation. Collaborate with internal and external stakeholders to ensure efficient loan servicing operations. Qualifications: 2-4 years of experience in multifamily loan servicing, escrow administration, asset management, or housing finance operations. In-depth knowledge of rental housing finance and loan servicing practices. Strong organizational skills and attention to detail. Proficiency in loan servicing systems and Microsoft Office Suite (Excel, Word, Outlook). Understanding of loan documentation standards. Preferred Qualifications: Experience with affordable housing programs, such as LIHTC, HUD, and state housing finance agency programs. Powered by JazzHR zg4sTCtJMM

Serving Others. Enriching Lives. Our member-centric approach empowers our team members to build lasting relationships with the businesses, families, and communities we serve, leading to opportunities and bright futures for our dedicated mortgage professionals. We value and respect the impact our colleagues make every day both inside and outside our organization. We encourage professional and personal development and embrace a culture that celebrates and promotes the diverse talents, backgrounds, and perspectives of our colleagues and members. Join us at TowneBank Mortgage! About Us: Inspired by our hometown roots, TowneBank Mortgage is committed to providing our borrowers with a personalized mortgage experience. As a division of TowneBank, we uphold the principles and philosophies that have been established by our hometown traditions. TowneBank Mortgage provides the personal experience that you expect from a hometown lender with the most advanced technology available to offer affordable loans, quick processing and exceptional service. Essential Responsibilities: This position is primarily responsible for originating Mortgage loans in compliance with company and regulatory policy. Provides service to applicants and prospective customers seeking home loan, including interviewing, pre-qualification and pre-approval. Completes application and gathers supporting documentation. Reviews and completes regulatory disclosures with customer. Maintains existing and generates new sources of referral business. Quotes interest rates and secures pricing through the Secondary Marketing Department on behalf of the Customer. Collects required application fees. Inputs application data into Loan Origination Software (LOS). Utilizes automated underwriting systems (AUS) to obtain credit recommendations. Communicates with customers, both internal and external, regarding the status of the loan and relays information to all interested parties. Communicates with all parties in a professional and courteous manner. Manages your pipeline of loans to verify accuracy of the current loan status. Acknowledges and abides by TowneBank Mortgage Policies and Procedures. Mentors other Loan Officers. Relays to Senior Management any industry changes or trends that may be of interest to them. Participates in TowneBank, TowneBank Mortgage, and area association events. If in one of our joint ventures, actively participates in all aspects of the Real Estate Office sales meetings and office functions. Prepares Mortgage Minutes for presentation at each sales meeting. Provides on-going training for the real estate agents (lunch and learns). Works closely with the Broker/Sales Manager Attends Loan Officer Meetings. Represents the bank with active participation in approved community outreach functions for the purpose of enhancing our image and developing new business opportunities. Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA). Other duties as assigned. Skills & Experience You'll Need: We seek a candidate with an active NMLS#. We also seek the following: Has at least 1-year experience originating VA, FHA, Conventional and VHDA loans Has a proven sales record based on closed loan production Currently possess sources of referral business for purchase transactions Has a High School Diploma or equivalent Has an awareness of FNMA/FHLMC, FHA, VA and VHDA underwriting guidelines High degree of personal integrity Self-motivated Strong interpersonal skills Attention to detail Bonus Points If You Have: Working knowledge of Microsoft Office products Working knowledge of Encompass origination software What We Offer: When you join our team, take pride in knowing that your work positively impacts others. We offer a space where self-starters, problem solvers and entrepreneurial spirits excel. Competitive benefits Resources needed to succeed Advanced technology Innovative marketing Excellence in operations Physical Requirements: Express or exchange ideas by means of the spoken word via email and verbally. Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time. Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation. Not substantially exposed to adverse environmental conditions. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities. #mortgage #tbm

It is the responsibility of the Mortgage Loan Officer to be able to handle all functions of originating a loan. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Origination Requirements Develop application sources through internal and external centers of influence including but not limited to: Burke & Herbert Bank branches, realtors, builders, stockbrokers, financial planners, attorneys, accountants and past customers. Develop new business from personal and nontraditional resources. Work independently. Complete 1003 Residential Loan Application. Collect all data and documents necessary to process the application. Assign loan number. In-put or upload application information into Loan Origination System, Encompass. Submit to Desktop Underwriter™, Loan Prospector™ or other decision engine. Issue initial disclosures accurately and in a timely manner. Follow up on conditions necessary to close or decline loan as requested. Price and lock interest rate with investor, meeting Burke and Herbert Bank pricing expectations. Monitor lock expiration dates for closing and delivery. Other Banking Requirements Call on Burke & Herbert Bank branches in assigned territory. Make introduction of all market applicants to appropriate Burke & Herbert Bank personnel. Generate new leads for the Bank from outside sources. In consultation with Burke & Herbert Bank personnel, explore opportunities for cross-sell of other Burke & Herbert Bank products. Collect fees in accordance with Burke & Herbert Bank standards. Participate, as requested, in opportunities to promote the Burke & Herbert Bank. Maintains lending compliance including but not limited to: early disclosures, government monitoring, high priced mortgage loans documentation, and customer information procedures. Closed Loan Requirements Expected minimum closed loan volume of $1,000,000 per month after 60 days. Skills/Abilities A Mortgage Loan Officer must be able to communicate and work well with the public. Must have the ability to analyze credit information necessary to originate and assist in processing a residential loan application. Individual must have knowledge of lending compliance requirements and general knowledge of conventional and government loans available to the consumer. Must be resourceful and have the ability to work with secondary market investors insuring all loans meet established guidelines. Must be extremely detailed oriented to insure accuracy of data supporting loan files. Data integrity must never be compromised. Must have ability to work independently inside and outside the office, manage loan pipeline, follow-up with borrowers, Burke & Herbert Bank partners, and sources of business. Work to ensure timely loan closings. High Level of experience with FHA - VA - USDA and VHDA. Education and Experience College degree preferred. At least 1 year of mortgage loan sales and an active NMLS number Origination and sales experience. Encompass experience preferred. This position is classified as Exempt under the Fair Labor Standard Act. Mortgage Loan Officers must be customarily and regularly engaged in making sales away from the bank's places of business. Compensation for this position is 100% commission based. Supervisory Responsibility This position has no supervisory responsibilities. Work Environment This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer. Physical Demands This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary. Travel Travel may be required for this position. Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Carter Machinery Company, the authorized Caterpillar dealer serving Virginia, West Virginia, Maryland, Delaware and Washington D.C. is hiring a Demo and Loaner Coordinator. The Demo and Loaner Coordinator is responsible for ensuring the agreements, billing information and billing codes for all demos and loaners is complete and accurate and in accordance with standard work and policies. The individual in this role works with Machine Sales Representative (MSR) and Leadership to obtain pertinent details/approvals, manages the assets for the duration they are on demo/loan, and confirms the financial washouts are accurate. Seeking candidates with previous experience in financial and asset analysis and sales support; Equipment knowledge preferred; College degree preferred. Requirements for the Demo and Loan Coordinator position include: * Strong work ethic. * Practical Excel experience. * Data analysis experience. * Continuous Improvement training/experience. * Self-starter able to work with limited supervision. * Must be highly organized and detail oriented. * Must be able to work efficiently under tight deadlines, with changing priorities. * Must be able to handle large volumes in a fast-paced environment. * Strong Excel skills and PC skills required (word processing, spreadsheets, database, and e-mail). * Must be able to build strong relationships and network successfully with other departments and vendors. * Strong written and verbal communication skills. * Must have an excellent driving record. * Frequent travel is required - overnight or out town via car or airplane. * Excellent customer satisfaction skills required. * Promote a positive customer experience. * Uphold the Core Values of Integrity, Commitment, Excellence and Teamwork by embracing The Carter Way. Physical requirements must be met for the Demo and Loan Coordinator job, including the ability sit or stand for prolonged periods of time. Able to lift, carry and maneuver items up to 20 pounds in weight. Specific vision abilities required by this job include close vision, distance vision and ability to adjust focus. This job description is not intended to be all-inclusive. Additional duties may be assigned. Competitive Compensation and Benefits: * Health, dental and vision insurance. * Paid time off. * 401(k), $0.75 to $1.25 match up to 6%. * Life and disability insurance. * In-house training instructors/programs. * Tuition reimbursement. * Employee referral bonus program. * Discounts: cellular phone service, computers, tooling, cars and trucks. Carter Machinery Co. Inc. is an EEO/AA Employer. All qualified individuals - including minorities, females, veterans, and individuals with disabilities, or any other characteristic protected by law - are encouraged to apply. Carter Machinery is a drug-free workplace.

At CapCenter, our mission is to simplify the homebuying experience for our clients. We are seeking detail-oriented, results-driven individuals to join our team and guide our clients through one of life's most meaningful milestones - homeownership. Job Overview: In the Loan Consultant role, you will be working with clients to analyze loan options and to help them through the homebuying or refinancing process. This is a consultative role in which you will serve as the trusted advisor from their initial loan application through their commitment to move forward - helping them understand their options and ultimately guiding them to the best loan solution for their needs. This role also incorporates initial underwriting responsibilities of the loan file, meaning that you will collect and review client documents up front to ensure compliance with Fannie/Freddie, FHA, or VA standards. We will provide you with a comprehensive training program to help you continue your professional career in consumer finance and lending. As you build a strong understanding of our business, you will also learn to cross-sell our real estate and insurance products. Additionally, you will develop a personalized career progression plan that will allow you to continue to grow into other areas of the business. We've Found that successful Loan Consultants tend to: Combine strong analytical, technical, and communication skills to drive business growth and build client trust. Be highly organized and capable of managing multiple priorities, while they maintain exceptional attention to detail. Comfortable working in a fast-paced environment. Bring initiative, innovation, and a commitment to continuous improvement. Be self-aware and growth-minded, eager to develop professionally. Qualifications & Skills: Bachelor's degree in Finance, Business, Economics, Mathematics or a related field from an accredited college or university preferred. Excellent communication, time management and leadership skills. Detail-focused and able to manage multiple tasks and deadlines. Strong interpersonal skills and a collaborative mindset. Demonstrate a growth-oriented mindset, with a strong drive for professional development. NMLS license required. We offer a competitive compensation package to include base salary, annual bonus, medical, dental and life insurance benefits, 401K, profit sharing, and paid vacation. We do not discriminate against applicants/employees on any protected basis and are an Equal Opportunity Employer: Veteran/Disability.

Responsible for accurately receiving, funding, and boarding newly closed loans to the core system, ensuring all documentation is complete and compliant. Essential Functions * Review and verify loan documents to prepare for accurate boarding into the core system. * Fund and board consumer loans, HELOCs, and less complex commercial loans with precision and timeliness. * Prepare and organize loan documents for scanning and indexing into the document management system. * Set up new loans in the system, ensuring all required data is entered correctly. * Communicate proactively with Loan Officers, Relationship Managers, and Closing Agents regarding missing or incomplete closing documents. * Maintain and update tickler reports on a weekly basis to ensure compliance and timely follow-up. * Record new deeds of trust electronically or via mail, and ensure proper lien placement on DMV titles. * Follow up on title policies and recorded collateral documents to confirm accuracy and completeness. * Review recorded collateral documents and final title policies for compliance. * Audit original signed loan documents, log into OPUS, create hard files, and maintain organized filing in the file room. * Assign loan numbers to Loan Officers or Loan Closers as needed. * Support the team by preparing or reviewing rate sheets for loan index rate updates. * Maintain regular, reliable, and predictable attendance. Marginal Functions * May need to assist on other areas/functions as needed. * Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices. * All other duties as assigned. Minimum Educational & Experience Requirements * High School diploma or equivalent * Financial services experience Minimum Skill Requirements * Knowledge of loan products, functions, policies and procedures, as well as loan documentation required by bank policy and state and federal regulators * Knowledge of loan data systems, loan accounting, strong personal computer skills, and ability to learn new systems * Ability to work independently with minimal supervision * Effective and professional communications * Proficient on MS Office products and departmental software Physical Demands In terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66% and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense. * Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer * Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use * Continuous communication: verbal and written, in-person, phone and electronic Work Environment * Office setting

The primary role of the Mortgage Specialist Associates (MSA) is to facilitate the sale of Manulife Bank's mortgage solutions. The MSAs will collect all required documentation from the clients, include all notes to support the application and package and submit the mortgage deals appropriately with a focus on accuracy to expedite the decision process. They will be responsible for achieving a specified quota relating to successful deal submission and fundings. They will work directly with Mortgage Specialists to gather required information and answering questions to facilitate a successful and seamless mortgage sale. Position Responsibilities: * Maintain client engagement and ensure administrative requirements are met throughout the mortgage application process to prevent clients from opting for competing lenders. * Collect, package, and review all required documentation for accuracy and completeness, following standardized processes to accelerate the deal to decision status. * Order appraisals and act as a liaison between MS and all related parties, including lending and title insurers. * Address head office inquiries, provide information, explain policies, and resolve issues in a timely manner. * Coordinate field activities and direct business to the appropriate bank servicing unit, using CRM tools like Salesforce.com to update file status and provide reports to MSs and RVPs Required Qualifications: * 2+ year previous experience in residential mortgage administration * Ability to influence and communicate effectively with Mortgage Specialists * Solid financial services and banking industry knowledge * Excellent written and oral communication skills * Well organized and effective time management skills * Highly proficient in Excel and other office applications Preferred Qualifications: * Post-secondary degree or diploma in business an asset * Strong attention to detail * Multi-tasking and creative problem solving skills * Positive and co-operative attitude * Strong collaborative skill set to work with MSs to create a superior client experience along with excellent administrative and follow-up skills * Comfortable working in a fast-paced, deadline oriented environment * Ability to take initiative, and have a motivated, competitive mindset * Aptitude for math/number skills and strong analytical skills * Must remain calm under pressure and time deadlines * Strong interpersonal relationship building and listening skills When you join our team: * We'll empower you to learn and grow the career you want. * We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words. * As part of our global team, we'll support you in shaping the future you want to see. About Manulife and John Hancock Manulife Financial Corporation is a leading international financial services provider, helping people make their decisions easier and lives better. To learn more about us, visit ************************************************* Manulife is an Equal Opportunity Employer At Manulife/John Hancock, we embrace our diversity. We strive to attract, develop and retain a workforce that is as diverse as the customers we serve and to foster an inclusive work environment that embraces the strength of cultures and individuals. We are committed to fair recruitment, retention, advancement and compensation, and we administer all of our practices and programs without discrimination on the basis of race, ancestry, place of origin, colour, ethnic origin, citizenship, religion or religious beliefs, creed, sex (including pregnancy and pregnancy-related conditions), sexual orientation, genetic characteristics, veteran status, gender identity, gender expression, age, marital status, family status, disability, or any other ground protected by applicable law. It is our priority to remove barriers to provide equal access to employment. A Human Resources representative will work with applicants who request a reasonable accommodation during the application process. All information shared during the accommodation request process will be stored and used in a manner that is consistent with applicable laws and Manulife/John Hancock policies. To request a reasonable accommodation in the application process, contact ************************. Working Arrangement Remote Salary & Benefits Salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Please contact ************************ for additional information. Manulife offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation, personal, and sick days, and we offer the full range of statutory leaves of absence. If you are applying for this role in the U.S., please contact ************************ for more information about U.S.-specific paid time off provisions.

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 Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved. Position Locations: Phoenix, AZ Tampa, FL St. Louis, MO Plano, TX Essential Duties: - Review and analyze loan data, ensuring accuracy and completeness. - Prepare and assemble closing documents, including the final closing disclosure and settlement statements. - Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction. - Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate. - Ensure compliance with all federal, state, and investor loan closing regulations. - Maintain accurate closing schedules and deadlines. 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: 141863 ### Place of Work On-site ### Requisition ID 141863 ### Application Email ****************************