Center Street Lending is one of the largest lenders for residential transition (fix/flip) and ground up loans for residential investors. Since its founding in 2010, Center Street has originated over $6.5 billion of fix/flip, ground-up, bridge and multi-family loans across 40 states. Center Street Lending provides expert guidance, fast approvals, speedy funding, and personalized in-house service that helps it retain one of the highest customer satisfaction ratings in the industry with 4.8/5.0 google stars. We provide tailored financial solutions designed to meet the unique needs of real estate developers and residential investors.
Center Street Lending is proud to be a registered “Great Place to Work”, listed on the 2025 #Inc 5000 list of fastest growing companies and featured in Scotsman Guide's Top Lenders publication since 2023.
Website: ***************************
Duties & Responsibilities
This position will be responsible for the administrative duties of existing loans, including processing payments, generating, and posting payoffs
Monitoring loan maturity dates and reaching out to customers as necessary
A loan servicing specialist may also be responsible for initiating any necessary procedures for delinquent accounts. setting up or maintaining databases with loan records
Perform a variety of clerical tasks (including data entry and updating loan files
Prepare payoff statements and send to the customer
Ensure all applicable loan documentation is uploaded to image repository system
Handle loans that are complex in nature ensuring all documentation is complied with
Answer questions pertaining to all areas of loan servicing including payment research, loan maturity, payoff amounts, cross collateralization agreements, etc.
This position is responsible for maintaining and updating critical loan data within the servicing system
Respond to phone calls/emails regarding questions on loan payment/transfer letters
Maintain high levels of customer service at all times
Qualifications:
Knowledgeable in Mortgage Terms- Promissory note, Deed Of trust, Appraisal - Preferred
Proficient in Word, Excel, and all Microsoft products
Customer oriented, able to contact customers and provide excellent follow-up and excellent customer service
Background in banking, mortgage, financial services & customer services - Required
Highly organized, and comfortable using database systems and common office software programs
Education:
H.S. Diploma required - additional education preferred
Compensation:
Hourly $24.04-$28.85 + Bonus is 10% of annual pay - paid out quarterly
Onsite -Irvine, CA - M-F - 8AM - 5PM
Benefits:
Paid time off
Health insurance
Dental insurance
Vision
401k plan
Company Events
Great Team Culture!
$47k-145k yearly est. 3d ago
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Senior Consumer Loan Underwriter (Clean Energy & Electrification)
Seeds Renewables
Loan processor job in San Francisco, CA
We are seeking an experienced and highly analytical Senior Consumer Loan Underwriter to join our growing clean-energy finance team. This role is ideal for someone with deep experience underwriting consumer loans for residential solar, heat pumps, and other home electrification upgrades, and who is excited to help scale ethical, transparent financing for the energy transition.
The Senior Underwriter will play a key role in credit decisioning, policy refinement, and mentoring junior underwriters, while working closely with product, operations, and partner teams.
Key Responsibilities
Independently underwrite and decision consumer loan applications for residential solar, heat pumps, battery storage, and other electrification projects
Evaluate, validate, and help refine our automated approval process working with our product and lender teams
Evaluate credit reports, stated and verified income, debt obligations, and collateral to assess borrower creditworthiness
Apply and interpret underwriting guidelines, with the ability to escalate, exception, or recommend policy changes where appropriate
Support the development, refinement, and documentation of underwriting policies and decision criteria
Manage a pipeline of loan applications while meeting turnaround time and quality targets
Collaborate with operations, product, and partner-success teams to resolve complex files and improve origination workflows
Provide guidance and informal mentorship to junior underwriters as the team scales
(Preferred) Apply commercial or small-business underwriting experience to growing pipeline of SMB solar + storage applications
Qualifications & Experience
3-5+ years of consumer loan underwriting experience, with a strong preference for:
Residential solar lending
Heat pump, HVAC, or home electrification financing
Home improvement or secured consumer lending
Strong understanding of credit bureau data, debt-to-income analysis, and income evaluation
Comfort underwriting both automated and manual decision paths
Excellent judgment, attention to detail, and documentation skills
Clear written and verbal communication skills
Experience with loan origination systems and underwriting tools
Nice to have:
Commercial or small-business loan underwriting experience
Experience working with installers, contractors, or point-of-sale financing
Familiarity with UCC-1 secured lending structures
Based in or near the San Francisco Bay Area (preferred, not required)
Salary Range
$85,000 - $115,000 per year, depending on experience, location, and depth of clean-energy or commercial underwriting background.
Why Join Us
Work at the forefront of clean-energy and electrification finance
Help shape underwriting standards in a fast-growing, mission-driven market
Collaborate with a thoughtful, values-driven team focused on transparency and consumer protection
Competitive compensation, benefits, and opportunities for growth
If you're an experienced underwriter who wants to apply your skills to scaling affordable, high-integrity financing for the energy transition, we'd love to hear from you.
Atmos is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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$85k-115k yearly 3d ago
CRA Mortgage Loan Specialist - Community Lending
Fifth Third 4.6
Loan processor job in San Francisco, CA
A national banking institution in San Francisco seeks a CRA Loan Specialist to manage the origination of residential mortgage loans. This role involves developing CRA prospects and conducting homebuyer-training seminars. The ideal candidate should possess strong organizational and customer service skills and knowledge of lending guidelines. It offers a competitive incentive-based compensation structure and comprehensive benefits for employees.
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$90k-129k yearly est. 2d ago
Loan Pre-Closing Analyst
Archwest Capital
Loan processor job in Irvine, CA
Essential Functions
Point of contact for all parties regarding Title Review/Clearances, Property Insurance and Closing statuses
Engaging Title and Insurance contacts
Review the results of the title search, copies of all easements, encumbrances, and any other related title work
Request and review closing protection letters and place orders for funding shield certificate
Confirm title requirements are met and confirm issuance of required title endorsements, and exceptions to be omitted
Request, review and approve pro forma or marked up title work prior to closing
Request, review and approve property and liability insurance certificates
Request and analyze current real estate tax information
Maintaining lenders LOS up to date with current statuses, ensuring data integrity, ie. Property Addresses, APNs, County, Vendor Contacts etc.
Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues
Remain current on all closing guidelines and compliance requirements
Adhering to established SLA's and deadlines
Effectively communicate status and expectations to internal staff, attorneys, and escrow/title
Utilize time management skills to stay on track with multiple loans at various stages of the funding process
Competencies/Skills
Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment
Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking
Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner
Effective organization and time management skills
Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability
Strong team player with the ability to work effectively in a cooperative and diverse environment
Capacity to analyze processes, support change and think operationally and strategically to achieve business goals
Advanced use of Microsoft Office Suite
Education and Experience
Associate or bachelor's degree
Minimum 2 years of direct experience in Title/Escrow or Funding
Working knowledge of lending practices and industry standard processes
Accessibility:
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************.
$35k-55k yearly est. 3d ago
Loan Originator / Account Executive
S&L Capital Group 3.8
Loan processor job in Oceanside, CA
S&L Capital Group | CaliforniaCA DRE 02041544 | NMLS ID 2773275
Southern California Applicants Preferred
S&L Capital Group is a California-based private lending firm specializing in asset-based bridge loans for real estate investors and operators. We provide fast, flexible capital for the acquisition, refinance, and repositioning of residential (1-4), multifamily (5 + units), industrial, and select commercial properties throughout California.
Our platform is built around speed, certainty of close, and pragmatic underwriting, serving transactions that traditional and institutional lenders often cannot execute efficiently.
Position Summary
S&L Capital Group is seeking a Growth-Oriented Loan Originator who has begun originating loans independently and is looking to scale production within a well-supported private lending platform.
This role is ideal for an originator who can source and qualify deals, manage borrower relationships, and collaborate closely with internal underwriting and closing teams, while continuing to sharpen credit instincts, deal velocity, and market presence.
Key Responsibilities
• Source, structure, and close private-money loans
• Build and expand borrower, broker, and referral relationships
• Qualify transactions early to ensure alignment with underwriting standards
• Serve as primary point of contact from inquiry through funding
• Collaborate with underwriting, processing, and closing teams
• Maintain pipeline tracking in CRM
• Represent S&L Capital Group at industry events
• Maintain DRE and NMLS compliance
Resources & Support Provided
• Access to proprietary borrower and market data
• Company-provided CRM
• Internal underwriting for fast approvals and denials
• Designated internal processor and closer
• Company-issued laptop and technology tools
Ideal Candidate Profile
• Prior experience originating or supporting private or asset-based loans
• Ability to independently source and qualify transactions
• Coachability and openness to feedback
• Clear and professional communication style
• Credibility with real estate investors
• Strong sense of urgency with attention to detail
• Relationship-driven growth mindset
Licensing Requirements
• California DRE Salesperson License - Required
• NMLS License - Preferred, not required
Compensation & Benefits
• Base Salary + Commission
• 100% Employer-Paid Health, Dental, and Vision
• Event and Business Development Expense Account
• 90-Day Probationary Period
$35k-47k yearly est. 3d ago
Mortgage Loan Officer
Loanplex Mortgage Inc.
Loan processor job in Bellflower, CA
🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA)
Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence.
If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you.
What We're Looking For:
✔️ 3+ years of loan origination experience
✔️ Comfortable working with complex client scenarios
✔️ Strong communication skills - Bilingual (English/Spanish) preferred
✔️ NMLS & CA DRE licenses required
✔️ In-office position (not remote) at our Bellflower headquarters
✔️ A true self-starter who knows how to turn leads into closings
✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence
What You'll Do:
Receive qualified leads from our marketing and referral network
Build and maintain strong client relationships
Strategize financing options for a wide variety of borrowers
Follow up consistently from first contact to closing
Represent Loanplex Mortgage with professionalism and integrity
Who We Are:
Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us.
If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect.
Let's fund dreams forward. 🏡💼
Send your resume and a brief introduction to ************************* Or Call ************
$37k-57k yearly est. 3d ago
Loan Analyst
Kavaliro 4.2
Loan processor job in Napa, CA
Our client is seeking a Temporary Consumer Loan Funder I for a contract opportunity. The Temporary Consumer Loan Funder I, who will be responsible for planning, preparing and organizing consumer loan documentation to ensure accurate and expeditious loan closings while providing superior Member service.
Key Responsibilities
Funding Loans:
o Responsible for the timely and accurate coordination, processing and funding of all loan files including reviewing and interpreting underwriting conditions.
o Receive funding packets as assigned by department and manage funding from various incoming channels.
o Analyze Loan approval conditions in loan origination system (LOS). Verify the accuracy and integrity of all loan data entered into the system including but not limited to Membership, names, addresses, government monitoring information, loan information (i.e. loan amount, interest rate, terms, KBB/NADA/Black Book/MSRP information, income, etc.).
o Manage and continue to maintain all data and updates within the LOS throughout the funding process.
o Communicate and follow-up with Members/vendors regarding loan status and request and manage the timely return of required documentation needed to fund loan.
o Discuss loan options and programs with Members and vendors to ensure quality Member service.
o Identify cross sell opportunities that will benefit Member.
o Analyze credit report, credit applications to ensure credit requirements and loan policies are met.
o Verify Members income by paystubs and/or analyze personal and business tax returns to ensure income and loan policy requirements are met.
Department and Consumer Loan Officer Support:
o Utilize queue management system, within LOS, in conjunction with Consumer Loan Officers to ensure high quality Member/vendor service.
o Report daily any problems or concerns with specific loan files.
o Propose new or improved processes that will improve current file flow.
o Provide exceptional service to all Members, volunteers, internal team members, and vendors.
o Review and complete lending reports as needed or assigned.
Other functions:
o Research and resolve Member or team member concerns as directed.
o Compose and type general correspondence including emails, letters, memo communication for staff, vendors and Members.
Minimum Qualification: Knowledge, Skills and Abilities
2 years of experience in consumer lending industry or closely related field.
Thorough knowledge in the use of Internet-based loan origination software.
Knowledge of lending principles, practices, rules, regulations, and sales.
Ability to calculate income from paystubs, tax returns and or business returns.
Knowledge of compliance requirements.
Skill in the operation of personal computers and general office equipment.
Ability to communicate effectively both verbally and in writing.
Ability to establish and maintain effective working relationships with a diverse group of people including vendors and other Credit Union team members.
Ability to act independently and confidentially, using discretion and tact.
Ability to analyze situations and recommend workable solutions.
Ability to coordinate a variety of activities simultaneously and prioritize work.
Ability and desire to work in and contribute to a team environment.
$36k-54k yearly est. 3d ago
Residential Mortgage Lending Specialist
Citigroup Inc. 4.6
Loan processor job in San Francisco, CA
A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k).
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$64k-108k yearly est. 4d ago
Sr. Loan Closer
Professional Search Group-OC
Loan processor job in Los Angeles, CA
Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment.
The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW!
Primary Duties & Responsibilities
Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications
Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding
Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms
Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds
Collaborate with title companies to review and clear outstanding title exceptions prior to funding
Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization
Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding
Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing
Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details
Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment
Support special projects and perform additional duties as assigned
Requirements
Bachelor's Degree preferred but not required.
4+ years of loan closing or funding operations experience required, preferably in private lending
Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment
Solid knowledge of mortgage loan products, guidelines, and regulations
Detail-oriented, team player with excellent communication and interpersonal skills
Experience with Salesforce a plus
This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members.
Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues
Apply for this amazing opportunity today!
Donovan Aranda
Division Manager
562-378-0027
Donovan.aranda@us-psg.com
$41k-57k yearly est. 1d ago
Personal Loan Consultant
Onemain Financial 3.9
Loan processor job in Downey, CA
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days' vacation per year, prorated based on start date)
Paid sick leave as determined by state or local ordinance (prorated based on start date)
11 Paid holidays (4 floating holidays, prorated based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$19-22.5 hourly Auto-Apply 1d ago
Mortgage Loan Processor
1St. United Credit Union 4.1
Loan processor job in Pleasanton, CA
Let's get you a career. We believe in our employees, and we want them to believe in us. That's why we provide job training, skill development, and the opportunity to grow with us! At 1st United Credit Union, we are committed to improving the quality of life for our members and the communities we serve across the East Bay and Tri-Valley areas.
The Mortgage LoanProcessor manages a pipeline of mortgage loan files from application through closing, ensuring accuracy, compliance, and timely completion. This role reviews and verifies borrower documentation, resolves title and documentation issues, coordinates with all parties involved, and maintains clear communication to support a smooth loan process and exceptional member experience. What you'll do:
Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting
Manage an assigned pipeline of 25-40 loans on a daily and weekly basis
Order all required verifications, documentation and subsequent follow-ups and ensures all timeframes and compliance requirements are being met
Verify conditions of approval which may include customer income/assets documentation, resolve routine title issues including vesting issues, child support liens, judgment liens, mechanic liens and undisclosed liens and reconveyances
Communicate with all parties involved in the transaction to keep them informed of file status
Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures
Communicate with various companies to obtain Hazard Insurance, Flood Certificate, Title Commitment, Appraisal and payoff information
What you'll bring:
Five years to eight years of mortgage loan experience
Working knowledge of RESPA regulations and general mortgage and consumer lending regulations (including but not limited to Regulation Z and Regulation B)
strong math and analytical skills and prioritization and time management
Typical office work environment. Hybrid work schedule may be available after successful completion of initial onboarding and training period.
Salary Wage will range from $33.00 to $38.00. This salary range represents the base pay for grade 10 and does not include additional perks. Final compensation will be determined based on qualification, experience, and location.
1st United Credit Union is an Equal Opportunity Employer
$40k-49k yearly est. 60d ago
Title Processor
Point Digital Finance 4.2
Loan processor job in Palo Alto, CA
Local or 100% Remote
About Point
✨ Real Impact, Real People: Our mission at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals.
✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap, Greylock, and Prudential, we're scaling fast! You have the opportunity to join us at a pivotal stage.
✨ Game-changing Product: We're building a category defining company in home equity. We've earned a 4.7 Trustpilot rating and an A+ from the BBB, a testament to the value we provide to our 15,000+ customers.
✨ Great Place to Work: Our employees love working here! We are a Certified Great Place to Work and a Fortune Best Workplaces in the Bay Area.
✨ Remote First Culture, Genuine Connection: Work from anywhere in the U.S., while staying closely connected through virtual collaboration, team gatherings, and a people-first culture.
About the role
Point is looking for a Processor to join our team. You'll collect, review, and verify documents to close Home Equity Investments (HEIs), assist homeowners with their queries, and ensure all conditions are met for a smooth closing process. You'll work closely with title companies, cure title issues, and protect Point's lien position by managing title reports, payoffs, and documentation before closing
Your responsibilities
Review title reports for accuracy, completeness, and eligibility.
Work with cross-functional teams (account managers, underwriters, and closers) to successfully bring an application to a close.
Review entity documents, trust documents, and divorce decrees to determine proper curative steps to ensure a clear title.
Use skillset and knowledge of curative clearance to obtain the documentation required to clear title report and secure Point's lien position.
Review and manage the processor pipeline within the set SLA.
Clearly communicate with homeowners, title agencies, docket partners, and outside agencies (cities, counties, government agencies, debt collection agencies, and third-party vendors).
Support pre-closing activities, including obtaining evidence of insurance, updated payoffs, checking fees input by underwriting, reviewing the entire body of documentation for anything missing or inaccurate, verifying ownership, and communicating closing steps to every homeowner.
Meet or exceed daily and monthly goals, including CTC volume, call targets, and title grade clearance expectations.
About you
2+ years of U.S. mortgage processing or title curative experience preferred with an understanding of various title issues and curative measures (e.g., tax liens, probate).
Experience with US mortgage modifications is a plus.
Knowledge of common credit underwriting standards; ability to evaluate income, assets, and title reports.
Familiarity with mortgage modifications and resolving title issues (e.g., tax liens, probate) is a plus.
Proficiency with Microsoft Office or Google Sheets, with strong computer proficiency in a paperless environment.
Excellent written and verbal communication skills with a focus on delivering excellent customer service.
Self-motivated and organized for remote work.
Highly organized, detail-oriented, and adaptable to evolving processes.
Excitement about joining a later-stage tech company, with interest in real estate and fintech.
Our benefits
Generous health benefits: We provide comprehensive medical, dental, and vision plans with options for flexible spending accounts (FSA) and health savings accounts (HSA).
Unlimited paid time off: Recharge with unlimited paid time off and 10 company holidays.
Flexible remote and onsite work: Our teams work from many different locations and time zones. We support fully remote work and also have an amazing in-person environment in our downtown Palo Alto, CA HQ.
Fully paid parental leave: Point will supplement state Paid Family Leave (PFL) so employees receive 100% of their regular base pay, plus two additional weeks of fully paid leave after state PFL ends. In states without PFL, Point offers up to 8 weeks of paid parental leave. In addition, employees also receive 4 weeks of fully paid transition time, during which you may work 2-3 days per week while receiving full base pay.
Equity: We offer meaningful equity because we believe in sharing the value you help create. Your contributions directly impact our growth, and your equity gives you a stake in our future success.
Financial wellness: We provide 401K retirement plans for employees as well as guaranteed life insurance and short- and long-term disability coverage.
Extra work/life benefits: We provide monthly stipends for internet, mobile plans, wellness perks, and a one-time home office reimbursement.
Compensation at Point will be determined by skills, experience, and geographic location. Point has identified the expected annual base salary for this role at this level based on the market by tiers (Region | Location | Market Salary):
Tier 2 | Chicago, Austin, Denver, Boston, Washington DC, San Diego, Portland, Sacramento, Philadelphia, Los Angeles & Santa Barbara | $61,000
Tier 3 | All other US metro areas | $54,000
This does not include any other potential components of the compensation package, including equity, benefits, and perks outlined above. At the launch of each position, we benchmark compensation to the appropriate role and level utilizing competitive compensation data from various data sources as references. At the offer stage, we use the signal we received from our interviews, coupled with your experience, location, and other job-related factors, to determine final compensation.
Location Requirement: This is a remote position. However, candidates must reside in one of Point's states of operation: AL, AZ, AR, CA, CO, CT, DC, FL, GA, IL, KS, KY, ME, MA, MD, MI, MN, MO, NH, NV, NJ, NY, NC, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI.
Point is proud to be an equal-opportunity employer. We provide employment opportunities regardless of age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected class. Each individual at Point brings their own perspectives, work experiences, lifestyles, and cultures with them, and we believe that a more diverse team creates more innovative products, provides better services to customers, and helps us all grow and learn.
$54k-61k yearly Auto-Apply 60d+ ago
Mortgage Loan Funder
Oceanair Federal Credit Union 4.0
Loan processor job in Oxnard, CA
Join the OceanAir Crew!
Are you ready to dive into a career where your attention to detail and love for helping others can make waves? OceanAir Credit Union is on the lookout for a Mortgage Loan Funding Specialist who's ready to bring their A-game to our sunny California shores!
PRIMARY PURPOSE:
You'll be reviewing, preparing, and disbursing funds for refinances, purchases, and lines of credit. You'll also be the friendly face assisting members with questions and keeping our clerical duties smooth sailing. Your goal? Deliver an easy, breezy member experience that builds loyalty and trust.
ESSENTIAL DUTIES:
- Practice OceanAir's core values:
Make It Right
- We pledge to do the right thing for our members and community.
Make It Easy
- We offer simple financial solutions and efficient service.
Make It Personal
- We build deep relationships based on individual needs.
- Work with internal and external teams to clear conditions before funding.
- Review and approve closing statements and CDs.
- Prepare wire instructions and verify loan details.
- Review signed documents for accuracy and compliance.
- Follow up on post-closing issues and resolve discrepancies.
- Stay current on credit union and regulatory updates.
- Input loan info, book loans, and set up servicing files.
- Communicate with processors, loan officers, and escrow agents.
- Serve as backup for Loan Servicing.
- Know your RESPA/TRID stuff.
- And of course, perform other awesome duties as assigned!
REQUIRED SKILLS: - Know (or be excited to learn) OceanAir's products and services. - Understand mortgage loan funding and doc drawing. - Be a member service superstar-friendly, respectful, and responsive. - Be tech-savvy with email, Word, Excel, etc. - Use common sense and clear communication. - Be accurate, thorough, and timely. - Be a team player who welcomes feedback and collaboration. - Show up consistently and ready to shine!
EDUCATION & EXPERIENCE: - High school diploma or GED. - 1-3 years of mortgage lending and/or funding experience.
OTHER REQUIREMENTS: - Must register with NMLS (fingerprints and background check required). - Valid driver's license and current auto insurance.
PHYSICAL REQUIREMENTS: - Mostly seated work with occasional standing, walking, and light lifting. - Frequent use of hands and fingers (for typing and high-fives).
WORK ENVIRONMENT: - Bright, comfy indoor office with moderate noise and great vibes.
WORK SCHEDULE: - 40 hours/week with occasional overtime or meetings. - Flexibility to work at other OceanAir locations if needed.
TRAVEL: - Minimal overnight travel (up to 10%)-land or air.
Ready to make a splash in your career? Apply today and become part of the OceanAir family, where your work matters and your growth is supported!
Salary Description $23 - $34
$40k-61k yearly est. 60d+ ago
Home Loan Specialist I
Solomonedwards 4.5
Loan processor job in Sacramento, CA
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:
Moorpark, CA
Pasadena, CA
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 $20-26.
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: 141858
### Place of Work
On-site
### Requisition ID
141858
### Application Email
****************************
$20-26 hourly Easy Apply 60d+ ago
Bilingual Loan Specialist
Regional Finance 4.1
Loan processor job in Torrance, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
Regional offers competitive pay! We do our best to show that we value our team members!
You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
Provide exceptional service to all customers.
Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
Maintain office cash with accuracy and proper security.
Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
Minimize delinquent debt through calling customers and collecting on past-due accounts.
Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
Transport money and deposits to and from bank.
Other duties as assigned by leadership.
Minimum Qualifications
High School Diploma or Equivalent.
Prior customer service experience in either a sales/retail environment or cash management environment.
Must pass drug screen, criminal and credit background checks.
Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Bilingual English/Spanish
Critical Competencies
Demonstrated passion for customer service.
Excellent written and verbal communication skills.
Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
Thrives in a pay for performance atmosphere.
Proven ability to multi-task.
High degree of integrity.
Sales mentality.
Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
#RGNL
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law (“Protected Characteristics”). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$23-26 hourly Auto-Apply 3d ago
Member Loan Specialist I,II
California Coast Credit 3.8
Loan processor job in San Diego, CA
This position is accountable for providing exceptional service in a call center environment with a focus on cross-selling loans, financial products and services.
DIMENSIONS
Service Goals: Meet/exceed a 4.00 overall service rating, as per established service standards.
Sales Expectations: Meet/exceed established monthly/annual sales goals
Consumer loan annual funding goal: 120
Real estate loan annual funding goal: 36
New member annual goal: 120
Consumer loan protection products: 33% loan penetration
Additional referral requirements: auto buying services, investment products, and credit union promotional products and services
Additional sales requirements: online banking, digital services, e-statements, bill pay, and direct deposit
Member Support: Approximately 200,000 credit union members
Supervisory responsibilities
This position reports directly to the Member Service Center Assistant Manager or Member Service Center Supervisor. No employees report directly to this position.
NATURE & SCOPE
Member Loan Specialist I
Cross-selling credit union products and services : Recommends products or services that meet the member's needs, such as savings accounts, checking accounts, or investment options. This includes gathering information, processing membership applications, and ensuring compliance with regulations.
Advises members with new account and loan inquiries : Answers questions about consumer accounts and deposit and loan products, to include the products terms, and conditions.
Cross-sells and originates Consumer Loans applications: Gathers member information for Consumer Loan applications, explaining the features and benefits of different loan types, to help members understand their financial options.
Follow policies and procedures: Adheres to regulations, complying with internal policies, and maintaining a high level of ethical conduct.
Knowledge of Credit Union products and services: Maintains up to date knowledge of credit union products and services.
Strong organizational and time management skills: Manages multiple tasks and meets deadlines, while ensuring member applications are processed accurately and efficiently.
Strong self-motivation and goal-oriented mindset: Has the ability to meet and exceed monthly sales goals and demonstrates the ability to work independently to drive results that meet member needs.
Provides exceptional member service: Provides friendly and helpful member experience, listening to member needs, and resolving issues in a timely and effective manner.
Serves as a backup to Member Service Representatives : Supports all levels of service in the call center phone queues, to include online banking and card-related calls.
Must maintain as California Endorsee Number: in compliance with the California Department of Insurance to quote and cross-sell vehicle protection products.
Performs other relevant and related duties as required .
Member Loan Specialist II (Must be competent at the level of a Member Loan Specialist I), in addition:
Assist members with Real Estate loans: Stays knowledgeable of real estate loan products. Provides rate quotes that match member needs with the correct Real Estate loan product.
Originates Real Estate loans applications: Gathers appropriate information needed for a real estate application and sets the expectations of the loan process.
Must maintain registration as Mortgage Loan Originator (MLO): in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and regularly provide this unique MLO registration number to all consumers as part of their daily work in mortgage lending.
Education, skills, & abilities
The Eight Superpowers
Provides leadership through modeling of behaviors and bringing forward new ideas and new ways of doing things.
Demonstrates empathy, self-reflection, and adjustment of own behaviors, showing effective emotional intelligence.
Practices active listening in communications with others, giving someone full attention and listening to understand, not just respond.
Demonstrates grit, persisting in application of knowledge, skills, and behaviors to achieve goals and address obstacles.
Models intrinsic motivation; is self-driven to meet or exceed objectives, timelines, and quality measures while building and sustaining effective relationships.
Applies creative problem-solving to provide clarity, handle resources under one's control, and address stressful situations; finds ways to meet individual, team, and member goals, by navigating through barriers.
Shares a diverse set of perspectives, work and life experiences, as well as religious and cultural differences. Actively seeks out differences in values, ideas, and priorities. Respects and value the differences of others, including but not limited to: national origin, language, race, color, disability, ethnicity, gender, age, religion, sexual orientation, gender identity, socioeconomic status, veteran status, and family structures. Believes a diverse workplace is essential to the company's success.
Values and shows appreciating for the unique qualities and experiences of each person-inclusion; appreciates and effectively utilizes the talents and skills of others to achieve objectives; is open to the perspective of others; and encourages collaboration, flexibility and fairness. Makes each employee feel valued and supported for their unique qualities.
Other Education, Skills, and Abilities
A high school diploma or equivalent is required.
Member Loan Specialist I : 2 years' experience in a financial institution or other related field, to include consumer loan experience, and proven successful performance in sales and service.
Member Loan Specialist II: 3 years' experience in a financial institution (with 1 of the 3 years as a Member Loan Specialist I) or other related field, to include real estate loan experience, and proven successful performance in sales and service.
Previous experience in a call-center preferred.
Excellent communication skills; sound judgment, and attention to detail.
Ability to work in a fast-paced call center environment.
Previous experience with Microsoft Windows applications is preferred.
Must be available to work flexible call center hours. Candidates should demonstrate punctuality, the ability to follow supervisory instructions, effective teamwork skills, and a clear understanding of company policies and procedures.
Major Accountabilities
Ensure sales and service goals are met.
Present a friendly, outgoing and positive demeanor.
Process new accounts and/or loans accurately and completely.
Complies with all other policies and procedures.
PHYSICAL REQUIREMENTS
Excellent ability to communicate, both verbally and in writing; ability to tolerate periods
of continuous sitting and/or standing.
ENVIRONMENTAL CONDITIONS
Work is primarily performed within a cubicle office setting. Subject to standard background noise found in a call center environment. May work remotely.
Note: Staff is expected to perform various tasks, projects and administrative duties as assigned.
Management reserves the right to assign or change duties and tasks to this position at their discretion.
Member Loan Specialist
MLS I - $21.5468-$26.9336
MLS II - $23.9440-$29.9330
$42k-58k yearly est. Auto-Apply 60d+ ago
Loan Closing Analyst
Archwest Capital
Loan processor job in Irvine, CA
Essential Functions
Draft real estate loan documents (including closing instructions) and review executed versions to ensure accuracy and compliance with closing procedures
Review formation documents to determine signing authority and prepare signature blocks
Coordinate closing, and delivery phases of loans originated or acquired to ensure requirements are satisfied within a specified timeframe while maintaining internal checklists in real-time
Be the point of contact between all parties involved in the funding transaction
Data Entry to maintain Salesforce updated in real time
Responsible to request, review and approve settlement statements
Request and analyze current real estate tax information
Perform duties under moderate to close supervision and actively engage supervisor and/or manager to resolve complex issues
Remain current on funding guidelines and compliance requirements
Effectively communicate status and expectations to internal staff, attorneys, and escrow/title
Utilize time management skills to stay on track with multiple loans at various stages of the funding process
Competencies/Skills
Strong attention to detail with the ability to stay organized and problem solve in a fast-paced environment
Ability to articulate issues, problem solve and analyze with creative and outside of the box thinking
Strong communication skills (written and verbal) with internal and external partners; ability to convey findings in a concise and comprehensive manner
Effective organization and time management skills
Capability to build trusting relationships internally and externally and elicit confidence by demonstrating reliability
Strong team player with the ability to work effectively in a cooperative and diverse environment
Capacity to analyze processes, support change and think operationally and strategically to achieve business goals
Advanced use of Microsoft Office Suite
Education and Experience
Associate or bachelor's degree
Minimum 2 years of direct experience closing/funding loans
Working knowledge of lending practices and industry standard processes
Title or Escrow experience is a plus
Accessibility:
At Archwest, we will make reasonable accommodations to enable individuals with disabilities to perform essential functions. Please just let us know by contacting us at ***************************
$35k-55k yearly est. 3d ago
Mortgage Lending Officer SAFE Act - San Francisco
Citigroup Inc. 4.6
Loan processor job in San Francisco, CA
The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.
Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management.
Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers.
Responsibilities
Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals.
Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history.
Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution.
Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives.
Advise customers about the consequences, risks, and benefits of alternative lending solutions.
Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers.
Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors.
Work as a team with all internal partners to support and grow our customers.
Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals.
Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters.
Work with Processors/Closers and customers to ensure the timely closing of the customer's loan.
Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank.
Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc).
Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals.
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications
2-5 years relevant experience.
3+ years previous mortgage sales experience required.
Residential Mortgage experience required.
Established book of business.
Proven product sales capability is required.
FHA/VA & conventional loan experience is preferred.
The ability to comprehend and explain financial calculations and pricing alternatives.
The ability to communicate with customers about the proper documents and information needed to obtain a particular loan.
Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA.
Demonstrated customer service skills.
Strong relationship development and management skills.
Expertise of general lending products and overall mortgage industry.
This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities.
Education
Bachelor's/University degree or equivalent experience.
Benefits
Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Anticipated Posting Close Date: Aug 14, 2025
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster.
#J-18808-Ljbffr
$38k-53k yearly est. 4d ago
Personal Loan Consultant
Onemain Financial 3.9
Loan processor job in Westminster, CA
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
Target base salary range is $19-$22.50, which is based on various factors including skills and work experience. In addition to base salary, this role is eligible for a competitive additional compensation program that is based on individual and company performance.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$19-22.5 hourly Auto-Apply 3d ago
Bilingual Loan Specialist
Regional Finance 4.1
Loan processor job in Torrance, CA
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
* Bilingual English/Spanish
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Average pay range: $23-$26/ hour
Pay range only applies to California residents.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
Key Word Tags
Sales, Retail, Loan Sales, Collections, Finance, Customer Service, Leadership, Business Development, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
#RGNL
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.