Loan processor jobs in Daly City, CA

**Our mission is to make higher education accessible and affordable for everyone.** We empower students with financial support and supercharge their ability to pay down their debt, so they can get on the right financial track, fast. We build tools that help people feel in control of their financial future, including: + **Private student loans** - low rates, people-first service, and flexible payments. + **Student loan refinancing** - break free from high-interest rates or monthly payments. + **Scholarships** - access to thousands of scholarships to help students pay less. Earnies are committed to helping students live their best lives, free from the stress of student debt. If you're as passionate as we are about our mission, read more below, and let's build something great together! The **Loan Processor** position will report to the **Credit Operations Manager** . As the **Loan Processor** , you will: + Review documents from clients (paystubs, tax returns, ID, etc). + Confirm client identity using trusted data sources. + Enter key information to help with application decisions. + Contact clients by phone or email to answer questions and give updates. + Help with special projects and prepare documents for audits. + Share feedback on tools and systems, and take part in team training. **About You:** + Some experience with credit applications is helpful but not required. + Comfortable with basic math and reviewing financial documents. + Detail-oriented and organized. **Even Better:** + Some knowledge of fraud risks. + Experience working in a fast-paced, task-focused environment. + Good communication and teamwork skills. **Where:** + This role will be remote \#LI-GA A little about our pay philosophy: We take pride in compensating our employees fairly and equitably. We are showcasing a range of your potential base salary based on the roles location. The successful candidate's starting pay will also be determined based on job-related qualifications, internal compensation, candidate location and budget. This range may be modified in the future. Pay Range $46,000-$58,000 USD **Earnest believes in enabling our employees to live their best lives. We offer a variety of perks and competitive benefits, including:** + Health, Dental, & Vision benefits plus savings plans + Mac computers + work-from-home stipend to set up your home office + Monthly internet and phone reimbursement + Employee Stock Purchase Plan + Restricted Stock Units (RSUs) + 401(k) plan to help you save for retirement plus a company match + Robust tuition reimbursement program + $1,000 travel perk on each Earnie-versary to anywhere in the world + Competitive days of annual PTO + Competitive parental leave **What Makes an Earnie:** At Earnest, our people bring our cultural principles to life. These principles define how we work, how we win, and what we expect of ourselves and each other: + **Every Second Counts** : Speed is our competitive advantage. Our customers need better solutions, and the faster we execute, the greater our chance of success. + **Choose To Do Hard Things** : We win by tackling the hard things that others avoid, fueled by grit and resilience. + **Pursue Excellence** : Great companies, teams, and individuals never settle and are proud of the work that they do. What's good enough today won't be good enough tomorrow. Excellence isn't a destination; it's a mindset of continuous improvement. + **Lead Together** : Our success comes from how we work together. Leadership is not about titles-it is about action. We take ownership, drive results, and move forward as a team. + **Don't Take Yourself Too Seriously** : We take our work seriously, not ourselves. The stakes are high, but a sense of humor keeps us grounded, creative, and resilient. **At Earnest, we are committed to building an environment where our employees feel included, valued, and heard. Our belief is that a strong commitment to diversity, inclusion, equity, and belonging enables us to move forward with our mission. We are dedicated to adding new perspectives to the team and encourage anyone to apply if your experience is close to what we are looking for.** _Earnest provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, veteran status, disability or genetics. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the Fair Chance Ordinance._

Residential Lending Loan Processor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Who you are: Associate degree (A.A) is desirable or some college and/or 2-3 years of related work experience Minimum 1-3 years of experience originating and/or processing conventional mortgages Working knowledge of industry related TRID/HMDA/CFPB regulations and requirements Working knowledge of FNMA lending guidelines Strong pipeline management skills Working knowledge of various Loan Origination Systems Ability to effectively multi-task and process a large volume of work Credit Union work experience highly desirable but not necessary Working knowledge and comprehension of financial mathematical skills and ability to perform needed calculations What you'll DO: Process incoming mortgage loans from initial application to funding. Duties include but not limited to ordering appraisal and title reports, requesting documents from members and verifying document data for accuracy, providing loan status updates, and effectively managing daily pipeline reports in order to prioritize workload and meet transaction deadlines. Additional duties include preparation of loan documents upon receipt of final approval and working closely with other team members in order to provide outstanding service to our valued members. Daily communication with Members and internal staff Provide additional support to the residential lending team. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals

Residential Lending Loan Processor Opportunity at Stanford Federal Credit Union! We're on a mission to improve financial lives! If you're a high-energy, compassionate, and collaborative individual with a desire to make a difference, we encourage you to consider joining our SFCU team! Members really do come first at Stanford FCU because we're non-profit and owned by our members. Our members work for Stanford University or some of the most innovative companies in Silicon Valley-and we provide them with the most generous financial benefits in our industry. Stanford FCU is a $4.5 billion company with a global reach of over 95,000 members in 90 countries and growing! Come grow with us and see what it's like to work for a Bay Area Top Workplace. As our CEO says, “we work hard, and we play hard”, and we need your help to improve even more financial lives! Who you are: Associate degree (A.A) is desirable or some college and/or 2-3 years of related work experience Minimum 1-3 years of experience originating and/or processing conventional mortgages Working knowledge of industry related TRID/HMDA/CFPB regulations and requirements Working knowledge of FNMA lending guidelines Strong pipeline management skills Working knowledge of various Loan Origination Systems Ability to effectively multi-task and process a large volume of work Credit Union work experience highly desirable but not necessary Working knowledge and comprehension of financial mathematical skills and ability to perform needed calculations What you'll DO: Process incoming mortgage loans from initial application to funding. Duties include but not limited to ordering appraisal and title reports, requesting documents from members and verifying document data for accuracy, providing loan status updates, and effectively managing daily pipeline reports in order to prioritize workload and meet transaction deadlines. Additional duties include preparation of loan documents upon receipt of final approval and working closely with other team members in order to provide outstanding service to our valued members. Daily communication with Members and internal staff Provide additional support to the residential lending team. Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act and the Office of Foreign Assets Control Some of our benefits for YOU: 100% paid employee medical, dental, vision, life/AD&D and short-term disability insurance for the employee; 50% paid for dependents Employer 401(k) matching up to 5% plus additional annual discretionary contributions Education reimbursement up to $5,200/year Employee recognition program with cash incentives Commuter Toll reimbursement $100-$200/month (based on position) Wellness Benefits up to $1,200 per year Paid Sick Time accrues at two weeks per year Paid Vacation Time accrues at three weeks per year Paid Federal banking holidays (approximately 11 per year) Ongoing training and education, seminars, and conferences Loan rate discounts on some products (vehicle, mortgage and HELOC loans) Waived fees and deposit bonuses on Stanford FCU accounts Flex health/transit plan availability Employee Assistance Program with free benefits like counseling, help finding legal assistance and day care resources If you are ready for this awesome opportunity (or know somebody who is) please contact us today! Stanford Federal Credit Union provides competitive pay ranges based on factors such as (but not limited to) the scope and responsibilities, qualifications needed for the position and external market pay for comparable positions. Please Note: SFCU does not provide work visa sponsorship or accept visa transfers for any positions. Stanford Federal Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals

Job DescriptionDescription: Westamerica is among the largest commercial banks headquartered in California. We are looking for outstanding people to join our winning team. We reached our current strength because our employees, customers, and shareholders believe in the same fundamental goals: Delivering a wide variety of financial services with a superior customer service guarantee. Performs daily charge-off support functions. Responds to service requests, handle phone call inquiries, calculates loan payments and balances, perform job related administrative functions, assists with special projects and performs additional job related duties as required. Must possess strong interpersonal, organizational, customer service and analytical skills. Can work independently with limited supervision. Ability to thrive in an intense working environment and meet productivity deadlines. Proven decision-making skills required. Good verbal and written communication skills a must. Provide support for banks Consumer and Commercial Loan Adjustment Departments Proficient with MS Access, Excel & Word Answer phone calls/emails from Officers regarding charge off related items Applying payments to each bank correct General Ledger Accounts Processing Charge-offs (C/O) and Recoveries within deadline Processing special C/O requests: Contra Reversal, OREO Prepare Projection Report for distribution to LAD Manager as assigned Verification of Lien Release, Reconveyance, UCC Termination, Assignment of Life Insurance requests Prepare & distribute Storage Labels for both LAD offices, data input to corresponding database Prepare & Pay Repo Invoices Liaison between internal/external auditors Research information within bank systems and files Daily balancing to specific GL's Preparing Fee Worksheets and Transfers Scanning Month end Board Reports, OREO certifications Monthly Balance Offs Notary, is a plus Requirements: Solid computer skills with experience working with different system applications including Microsoft Word and Excel. Comfort and confidence in working directly with senior banking staff. Excellent verbal and written communication including spelling and grammar. PC and typing proficiency, organizational and analytical skills. EOE Westamerica Bank's Privacy Policy may be found at: *********************************

Job Title: Commercial Loan Processor I - SBA Hiring Salary Range: $25.95 - $33.65 per hour Fremont Bank - one of the Bay Area's most respected and long-standing financial institutions - is seeking a strategic, hands-on professional to join and help advance our SBA Loans team. This is a high-impact opportunity to contribute to the success of a mission-driven organization committed to excellence, community service, and strong client relationships. If you're energized by purpose-driven work, collaboration, and delivering meaningful results, we'd love to connect. Why Fremont Bank? Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years. Our foundation is built on relationships - with our clients, our associates, and our communities. We offer: * A people-first culture grounded in inclusion and excellence * Deep community involvement and local reinvestment * A mission-driven workplace where values and performance go hand in hand The Fremont Bank Way * Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service * No-Compromise Approach - we help clients get to "yes" * Core Values: o Go above and beyond for clients o Foster a supportive and empowering environment for associates o Deeply invest in the well-being of our local community Position Overview The Commercial Loan Processor I - SBA supports the SBA loan production by gathering the documentation and information needed for Fremont Bank to make sound lending decisions and to close and fund SBA 7a loans. This role assists in both underwriting and closing of SBA 7(a) loans and requires direct communication with SBA clients. Ideal candidates are positive, motivated team players who can work independently and collaboratively within a high-performing team. Strong attention to detail and excellent written and verbal communication skills are essential. The role also demands compliance with SBA program requirements and a willingness to learn. As a key contributor to the SBA Lending channel, the SBA Loan Processor helps ensure timely, accurate loan delivery while providing 'Six Diamond' service to both internal and external customers.. Role and Responsibilities Loan Documentation & Processing * Order reports and documents required to evaluate credit worthiness and SBA compliance * Close Small SBA loans as assigned working with document prep and funding team * Review of loan documents for Small Loans and Servicing Actions * Submit ETRAN for new loan applications and pre-score * Processing Loan Modifications and Servicing Actions * Responsible and accountable for SBA loan documentation compliance * Processing Loan Modifications and Servicing Actions o Assist Portfolio Manager in collecting and uploading financial statements o Pulling reports as needed for annual reviews and servicing actions * Make updates to ETRAN when required * Assist in reviewing and processing construction and other loan disbursement requests * Input loan data into internal systems and maintain accurate records throughout the loan lifecycle. * Assist in reviewing and processing construction and other loan disbursement requests Compliance & Quality Assurance * Ensure all Small loan files meet SBA and bank regulatory standards prior to submission and closing. * Monitor post-close loan conditions and follow up on outstanding items to ensure timely resolution. Client & Team Support * Provide exceptional service to internal stakeholders and external clients, maintaining a high level of professionalism and responsiveness. * Communicate loan status updates to clients and team members throughout the process. * Achieving departmental goals for loan volume, accuracy, and service excellence. Operational Efficiency * Identify opportunities to streamline loan processing workflows and improve turnaround times. Training & Development * Participate in ongoing training to stay current with SBA program changes, lending regulations, and internal procedures. * Collaborate with senior processors and management to develop skills and advance within the department. Minimum Qualifications * Associate Degree in Business/Finance or equivalent related experience * A minimum of one plus years of previous banking, loan processing/closing experience * Experience in processing SBA 7a and/or commercial loans (CRE, C&I, Construction) preferred * Experience in nCino or similar loan origination systems is preferred * Must possess excellent organizational, communication, writing, and customer service skills * Ability to handle multiple projects and assignments while delivering a quality work product * Proficient in Microsoft Suites * Basic knowledge of tax returns and various types of financial statements preferred What Makes Fremont Bank Associates Thrive? * Team Players who go above and beyond to support their colleagues * Action-Oriented professionals who challenge the status quo and seek improvement * Purpose-Driven individuals who understand and champion the bank's community impact Benefits Snapshot Health & Wellness * Medical, dental, and vision insurance * Flexible Spending Accounts (FSA, Dependent Care, Health Savings) Financial & Retirement * Employee Stock Ownership Plan (ESOP) * 401(k) with employer match * Performance-based bonuses or incentives Work-Life & Perks * Paid holidays, vacation, sick time, and parental leave * Free personal checking and savings accounts * Home loan rate discounts * Tuition reimbursement and professional development resources * On-site gym and discounted health club memberships * Employee Assistance Program (EAP) Equal Opportunity Employer Fremont Bank is proud to be an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees, regardless of race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other protected classification. Salary Range The hiring salary range for this position is $25.95 - $33.65 per hour, based on factors such as experience, skills, education, and internal equity. Compensation decisions are made in consideration of these factors and in alignment with Fremont Bank's compensation philosophy. Employee Stock Ownership Plan (ESOP) The Employee Stock Ownership Plan (ESOP) is a way for Fremont Bank to contribute to the financial well-being of associates by making a contribution to their retirement account. In addition, the ESOP provides associates an opportunity to share in the growth and prosperity of Fremont Bank. Note to Search Firms: Fremont Bank does not accept unsolicited resumes from search firms or agencies without a signed service agreement. Unsolicited resumes will be considered the property of Fremont Bank, and no fees will be paid.

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team! About Hanover Street Capital Established in 2012, Hanover Street Capital, LLC (“Hanover”) is fully dedicated to supporting the end-to-end functions of Deutsche Bank's substantial commercial and multifamily real estate financing business in the United States. These functions include loan origination, underwriting, due diligence and closing; securitization transaction management and capital markets structuring; loan servicing and administration; and portfolio and asset management. Our guiding principles describe the work environment we endeavor to achieve. We're better because of our differences and the unique perspective each team member contributes. We put our client's objectives above our own, championing their success at every turn. We stay nimble: things change - we are open and ready to adapt. And we take ownership of our results, celebrating successes while learning from failures. Hanover invests in its team members and enables them to gain exposure to various aspects of commercial real estate finance - an important, yet complex, product in the global financial markets. You will be viewed as an important resource to support experienced principals and deal managers. Hanover is a wholly owned subsidiary of SitusAMC. Hanover is looking for an Analyst-level candidate to support Deutsche Bank's Commercial Real Estate (CRE) team in San Francisco to originate loans for its conduit/large-loan commercial mortgage-backed securities (CMBS) business, as well as for the bank's balance sheet. The loans range across office, retail, hotel, multifamily and industrial property types. Specific responsibilities include: Participating in all aspects of loan origination Coordinating transactions within tight timeframes, involving several groups within Deutsche Bank, borrowers, and third-party advisors Liaising with the group's credit risk management, securitization transaction management team and syndicate desk teams to determine capital markets execution strategies Modeling asset level cash flows using ARGUS Enterprise and Excel Performing market, property and sponsor due diligence (KYC) Writing internal investment summaries and credit memos Qualifications sought: Demonstrable interest in real estate Bachelor's degree and at least one year, including internships, of work experience in the relevant field, or graduate degree with relevant experience Strong quantitative and analytical skills Advanced proficiency in Excel , Word , PowerPoint , and Argus . Prior Excel financial modelling experience required Relevant experience includes, but is not limited to: debt financing transactions in commercial real estate, corporate finance, or private equity commercial real estate asset valuation due diligence and transaction execution building and maintaining financial models researching, preparing, and updating industry/company presentations deriving financing capacities, scenario analyses, collateral data analyses Highly developed organizational and project/time-management skills Excellent communication, presentation, and business writing skills under pressure A strong commitment to integrity, professionalism, and Hanover's guiding principles A demonstrable ability to work effectively with team members in diverse groups and regions Solid work ethic, motivation level, and strong attention to detail Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The annual full time base salary range for this role is $100,000.00 - $110,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Know Your Rights, Workplace Discrimination is Illegal

Wealthfront is seeking a licensed mortgage loan originator to join our team as we build and scale our mortgage lending operations. As a key player on the team you will leverage your expertise to work with existing Wealthfront clients providing excellent service and guiding them through the process with the support of our innovative technology and tools. This position offers an exciting opportunity to be a part of a cutting-edge team in a rapidly growing environment. Responsibilties Build rapport with clients to ensure we are identifying the solution that meets their needs. Build rapport with buyer and seller agents to increase company market presence and ensure we are meeting local market demands and nuances Use technology to guide clients in obtaining mortgages by answering their questions, collecting necessary documents and verifying information. Provide exceptional client service while advising on the purchase or refinance process. Respond to potential inquiries from company-generated prospects. Achieve or exceed sales goals and objectives. Work closely with operations, compliance and technology teams to optimize the loan application and workflow. Ensure that all loans originate in full compliance with federal and state regulations. Adopts Company values in work behaviors, decision making, contributions and interpersonal interactions. Contributes to a positive work environment by demonstrating cultural expectations and influencing others to reward performance, accountability, diversity and inclusion, flexibility, continuous development, collaboration, creativity and fun Expertise Customer-focused, business-centric, and team-oriented mindset; relentlessly passionate about finding and completing valuable work. Strong working knowledge of state-specific licensing and registration requirements and use of the NMLS. Strong working knowledge of Federal and state regulations including TRID and HMDA. Deep understanding of mortgage loan products and underwriting guidelines. Self-driven with the ability to work independently and collaboratively. Excellent organizational skills, able to set and meet deadlines in a high paced environment. Demonstrated ability to communicate effectively and influence positive outcomes at all levels of an organization. Intellectually curious and interested in applying technology to enhance business processes. Prior experience in wholesale and/or correspondent channels Excellent communication skills focusing on both internal and external communications Openness to adapting to industry changes Requirements 2+ years of mortgage origination experience Mortgage Loan Originator License Strong knowledge of Conventional Conforming and Jumbo guidelines Solid understanding of state and federal lending regulations Extensive knowledge and understanding of customer service and intrapersonal best practices Estimated annual salary range: $81,000 - $90,000 plus Equity and a discretionary bonus. Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more! About Wealthfront Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money. We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions. • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing-which we offer at industry-leading low costs and accessible minimums. Our award-winning products have attracted over 1 million clients who trust us with more than $90 billion of their hard earned savings-and we're far from done. If you're inspired to help us reshape the financial industry as we create our next chapter, let's talk! For more information please visit ********************** are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Please review our candidate privacy notice. Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn't provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services-which are not FDIC insured-are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details. By “award-winning products”, please refer to *************************** for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Sr. Loan Processor is responsible for providing customer service by obtaining necessary documentation to underwrite the loan and ordering third party documentation by communicating directly with the customer and/or loan officer. The Sr. Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. This position operates within Mountain and Pacific time zone working hours to support the Pacific region. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the particular loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; and identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on those documents. Communicate directly with the Loan Originator, customer, and underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices received, and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and help supervise new loan processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage, LLC. investors. Qualifications and Skills: High School Diploma or equivalent. A minimum of 5 years' residential mortgage processing experience. Working knowledge of RESPA regulations and general knowledge of all mortgage and consumer lending regulations, including but not limited to Regulation Z and Regulation B requirements, and loan documents, preferred. Excellent math and analytical skills. Excellent communication skills. Ability to prioritize and meet deadlines. Available to work varying hours and overtime if needed. Encompass experience. This is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position. Pay Range: Base Pay: $28.00-35.00 Bonus: Eligible for per file bonus incentive The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position. CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

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.

For 20+ years, Guarantee Mortgage has been helping California families finance their homes and navigate the intricacies of financing real estate in California. We fund more than $2 billion in loans each year, and want to help you fund your dream as well. We are looking for experienced Loan Originators to join our team in San Francisco or Marin. We are a company with deep core values, and will provide you with unbelievable support, strong customized marketing to grow your business, and unparalleled perks. Loan officers at Guarantee Mortgage can focus on generating revenue. We've got everything else covered and are 100% focused on helping you succeed! Our Core Values: 1) Team Work 2) Transparency 3) Respect 4) Excellence 5) Adaptable and Vigilant 6) Problem Solvers 7) Fun 8) Autonomy In order to be successful at Guarantee Mortgage, you have to be motivated, self-disciplined, and team oriented. Below is a summary of the job description: 1) Interviews, takes applications, and processes preliminary documentation on loan requests. Discusses loan alternatives, credit criteria, interest rates, and loan documentation in such a manner as to elicit positive responses from borrowers. 2) Performs follow-up work as necessary to achieve conditional approval within established time frames. 3) Communicate with the borrower regarding the loan status 4) Answers questions and requests, and resolves problems. 5) Attends and participates in meetings and committees as required. 6) Completes necessary education requirements offered by the company Qualifications In order to be successful, we are looking for driven, tenacious, problem solver, sales people. You need to have your NMLS and it would be ideal if you have 3+ years of prior experience. Additional Information All your information will be kept confidential according to EEO guidelines.

The Easiest Platform for Mortgage Recruiters to Earn $250K+ Annually Client Direct Mortgage has the most effective platform for recruiters to scale The ideal candidate will have strong social and leadership skills, experienced negotiating strategies and excellent organizational abilities. He/she should be familiar with developing recruitment strategies that effectively attract and retain top Loan Officer talent. The position is remote and is open to candidates from any location within the United States. Responsibilities: Sourcing Candidates: Utilize various recruiting channels such as job boards, social media, industry events, and networking to identify potential candidates. Build and maintain a network of mortgage industry professionals for potential recruitment. Candidate Screening: Review resumes and production to identify candidates who meet the specified job requirements. Conduct initial screenings to assess candidates' qualifications and interest in the mortgage loan officer role. Interviewing: Coordinate and conduct interviews with qualified candidates. Evaluate candidates' skills, experience, and fit within the organization. Assessment and Evaluation: Evaluate candidates' skills, knowledge of mortgage lending, and other relevant competencies. Reference Checking: Verify candidates' employment history, qualifications, and loan production. Collaboration with Recruitment Managers: Work closely with recruitment managers to understand their specific needs and requirements for mortgage loan officer positions. Provide regular updates on the status of recruiting efforts and Loan Officer pipeline. Negotiation and Offer Management: Negotiate job offers with selected candidates. Coordinate the offer and acceptance process. Onboarding Assistance: Collaborate with the Onboarding Team and other departments to ensure a smooth onboarding process for new mortgage loan officers. Provide support and information to help new Loan Officers integrate into the company. Maintaining Recruitment Records: Keep accurate and up-to-date records of all recruitment activities, including candidate profiles, interview notes, and other relevant documentation. Requirements: Bachelor's degree in Human Resources or related field is preferred Two years of direct Loan Officer recruiting experience managing all phases of the process Proactive sourcing tactics and substantial initiative Excellent time management abilities and a proven ability to meet deadlines

Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart and interested in growing a team? 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.

Bank of Marin, voted by our employees as one of the “Best Places to Work” in the North Bay Business Journal, is seeking a Loan Boarding Specialist to join our Credit Risk Management team located on-site at either our corporate office in Novato, California or our office in Rancho Cordova, California. The Loan Boarding Specialist plays a critical role in the accurate and efficient onboarding of all new and renewed loans into the FIS loan servicing system, ensuring data integrity, compliance, and seamless loan management. This position is responsible for meticulously inputting all required loan information, facilitating precise financial transactions, and ensuring adherence to regulatory standards, including the Home Mortgage Disclosure Act (HMDA) and Community Reinvestment Act (CRA). The specialist will manage the end-to-end processing of monetary transactions related to loan boarding, loan funding, ensure the proper disbursement of loan funds, and accurately credit income accounts, contributing directly to effective loan servicing and reporting. This role requires a high level of attention to detail, a strong understanding of loan operations, and a commitment to maintaining accurate and compliant loan records. Essential Job Functions: Review boarding package to ensure that all documents are received, signed and initialed. Research any discrepancies between the credit approval and the loan documents. Organize all loan documents in the appropriate stacking order and file in the legal file. Input all loan, commitment, and note information into the loan system, following all policies and procedures. Review all loan documents for special instructions. Verify rate and disbursement instructions. Complete boarding worksheet to verify that all required information and proper coding has been completed and that all applicable fields have been input. Process all monetary transactions required, including all disbursements and fees. Perform lien perfection on various types of collateral. Provide assistance to loan officers and customers by researching and responding to inquiries. Inquiries include researching loan boarding information received through various channels including email, telephone, inter branch and in person. Professional / Educational Experience 2 - 4 years related experience and/or training. Associate's degree (A.A.) or equivalent from two-year college or technical school; or equivalent combination of education and experience and/or training demonstrating a strong understanding of financial principles and loan processes. The hourly pay range for this position is $26.74 to $36.09. In addition to the pay range listed, all bank positions are eligible for incentive compensation, which varies based on role. The pay rate for a successful applicant depends on a variety of factors including but not limited to geographic location, work experience, education, and/or skill level. Bank of Marin is a growing public company with career advancement opportunities. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, a retirement savings plan with employer matching opportunity, bank paid employee stock ownership plan, tuition reimbursement, employee volunteer program and more. Additional details about total compensation and benefits will be provided during the hiring process. Bank of Marin is an equal opportunity employer. EOE AA Vet/Disability

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. 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: ************************************************************************************************** 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.

Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Performs a wide range of duties relating to the origination of residential 1st mortgage loans for branch offices and outside referrals. Meets standards and objectives defined by management for mortgage loan sales and cross-selling objectives. Focuses on selling CRA products and services, targeting low to moderate-income individuals and areas, as well as non-profit organizations. Assumes overall responsibility for the residential mortgage loan from application to closing. Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Develop CRA prospects & referral contacts (realtors, builders, professional and personal contacts). + Maintain knowledge of Fifth Third Mortgage Company's policies and procedures. + Maintain knowledge of available loan products, processing procedures, and underwriting and general departmental guidelines. + Conduct and coordinate homebuyer-training seminars for CRA potential applicants. + Handle employee loans and participate in appropriate Fifth Third-coordinated functions to promote employee loans. + Follow defined protocol for escalation of exceptions. + Take applicant applications by completing Fannie Mae form 1003 on the laptop. + Utilize the laptop for communication and access of daily rates, applicant credit reports, Loan Prospector responses, and transmitting the loan to LOMAS. + Collect appropriate documentation from each applicant and deliver loan package in the time frames set by management. + Manage pipeline for all originated loans through closing and complete required management reports. + Communicate with applicants and/or referral sources by providing timely updates and progress reports. + Maintain high levels of customer service while managing each applicant*s and support staff*s expectations. + Attend and participate in all Consumer Lending meetings as required by management. + This position requires SAFE Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). MINIMUM KNOWLEDGE AND SKILLS REQUIRED: + High school diploma or equivalent mandatory. Four-year college degree preferred. + Knowledge of conventional and/or government lending guidelines. + Knowledge of residential mortgage processing, underwriting, and closing procedures. + Knowledge of federal lending regulations governing real estate lending. + Demonstrated organizational skills. + Strong written and verbal communications skills. + Demonstrated teamwork and customer service skills. + Proven computer skills. + Basic sales technique skills. + Strong desire to excel in a competitive environment. + This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position. CRA Loan Specialist At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day. Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request. Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: *************************************************************** or by consulting with your talent acquisition partner. LOCATION -- San Francisco, California 94111 Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee. Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Job Description The Mortgage Funder is responsible for managing and executing the loan funding process from approval through disbursement. This role ensures accuracy, compliance, and timeliness in the preparation and release of mortgage funds. This role has a high level of interaction with internal parties (secondary marketing, sales, legal and compliance, treasury) and external parties (lenders, warehouse banks, settlement agents, custodians) to ensure a successful settlement and post-funding process for mortgage transactions. Responsibilities & Duties Determine the funding population based on loans that have cleared Due Diligence Determine that all required loan criteria have been met prior to funding Analyze and prepare accurate funding schedules to issue to clients Determine collateral and manage pre-purchase collateral exceptions Manage seller with regards to pre-purchase collateral issues Engaging the Client Services Rep and/or Operations Manager when necessary Interact with all functions within the company, ability to negotiate in the best interest of stakeholders' overall position Required Experience & Education 2+ years of mortgage industry experience Funding or Closing experience preferred Extensive experience with loan origination documentation Technologically savvy, with the ability to work in varied systems; Proficiency with Excel, loan origination systems, automated underwriting engines, electronic document management and other systems High attention to detail and effective problem-solving skills Excellent client service skills Excellent oral and written communication skills Analytical thinking ability, diplomacy and professionalism A reasonable estimate of the total compensation range for this role is $65,000-$75,000. The actual salary offer to the successful candidate will be based on job-related education, geographic location, training, licensure and certification, and other factors. CoreVest also offers a competitive benefit package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company sponsored life insurance, fitness reimbursement, paid parental leave, time to volunteer, Paid Time off, ESPP, and 401K matching. At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued, and everyone has the opportunity thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Redwood Credit Union is looking for a 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. ABOUT REDWOOD CREDIT UNION (RCU): At Redwood Credit Union, our mission is to passionately serve the best interests of our Members and communities. Since 1950, we have been dedicated to supporting the financial well-being of our Members through better rates, low or no fees, and best-in-class customer service. Our purpose is to inspire hope and elevate the financial well-being of our communities one person at a time, through good times and bad. As a not-for-profit financial institution, we are committed to a people-first approach, which is reflected not only in how we serve our Members, but also in how we treat our employees. Our leadership team is deeply focused on fostering a culture of heart and empathy, integrity, passion, inclusion, meaningful relationships, excellence, and ensuring financial well-being for all. Why work for Redwood Credit Union? * 29th largest credit union in the U.S. and the largest financial institution based in the North Bay * Awarded a 5-Star Rating based on 6/30/24 financial data by Bauer Financial * Recognized by Newsweek as one of "America's Greatest Midsize Workplaces 2025" * Recognized by Newsweek as one of "America's Best Credit Unions 2024" * Recognized by Forbes as one of "America's Best Small Employers 2023" * Voted Best Places to Work in the North Bay 20 years in a row * World-class Employee Engagement scores * Rated Superior in Service by more than 90% of Members, surveyed by SF Gate * Industry leading Net Promoter Scores across the U.S. Minimum Qualification: Knowledge, Skills and Abilities * 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. The ideal candidate has a combination of education and experience equivalent to a high school diploma, plus a minimum of two years' experience in consumer lending industry or closely related field. Compensation: Base starting range: $23.00 to $31.00 hourly commensurate with experience. Physical Requirements: * Ability to stand, bend, stoop, sit, walk, twist, and turn. * Ability to lift up to 20 pounds. * Ability to use a computer keyboard and calculator. * Work environment is indoors; majority of the time is spent sitting at a desk. * Redwood Credit Union is not offering Visa transfers and/or sponsorships for this position. We are an Equal Opportunity Employer We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us at [email protected].

Job DescriptionAbout SAIGroup SAIGroup is a private investment firm that has committed $1 billion to incubate and scale revolutionary AI-powered enterprise software application companies. Our portfolio, a testament to our success, comprises rapidly growing AI companies that collectively cater to over 2,000+ major global customers, approaching $800 million in annual revenue, and employing a global workforce of over 4,000 individuals. SAIGroup invests in new ventures based on breakthrough AI-based products that have the potential to disrupt existing enterprise software markets. SAIGroup's latest investment, JazzX AI, is a pioneering technology company on a mission to shape the future of work through an AGI platform purpose-built for the enterprise. JazzX AI is not just building another AI tool-it's reimagining business processes from the ground up, enabling seamless collaboration between humans and intelligent systems. The result is a dramatic leap in productivity, efficiency, and decision velocity, empowering enterprises to become pacesetters who lead their industries and set new benchmarks for innovation and excellence. Role Overview As a Residential Mortgage Loan Officer (SME) Consultant at JazzX AI, you'll bring firsthand expertise in U.S. residential mortgage origination, borrower qualification, and loan-officer workflows to help train and validate advanced AI systems. You'll collaborate closely with product managers, data scientists, and engineers to translate real-world origination logic and borrower-interaction scenarios into scalable AI workflows and decisioning frameworks. This is a contract role ideal for a current or former loan officer, branch manager, or origination technology lead who's passionate about shaping the future of mortgage lending through automation and AI. Key Responsibilities Represent the loan-officer perspective across the end-to-end mortgage process: borrower engagement, application intake, pricing, underwriting collaboration, closing, and post-close. Map, analyze, and document detailed origination workflows and borrower journeys, identifying key decision points, exception paths, and automation opportunities. Partner with product & engineering to design, evaluate, and refine AI-powered POS and workflow tools, using your expertise with systems such as Blend, SimpleNexus, Encompass, or similar. Validate AI outputs - including borrower eligibility, loan-program recommendations, pricing accuracy, and compliance - through manual review and structured feedback. Lead knowledge-sharing sessions and create playbooks to help the engineering team deeply understand LO operations, borrower behavior, and system constraints. Required Qualifications 5-10+ years of experience as a residential mortgage loan officer or loan officer manager within the U.S. market. Hands-on experience with modern origination systems, LOS, or POS platforms (e.g., Encompass, Blend, SimpleNexus, or similar). Deep understanding of borrower qualification, income and asset documentation, AUS workflows, and loan structuring. Strong analytical and communication skills with the ability to clearly explain lending logic and business workflows to non-mortgage experts. Comfortable working in an agile, fast-moving, and cross-functional product environment. Preferred Qualifications Experience managing or mentoring a loan officer team or overseeing origination operations. Prior involvement in designing, configuring, or launching a mortgage POS or LOS. Familiarity with secondary-market processes (e.g., investor delivery, lock desk, QC). Exposure to compliance and disclosure workflows (e.g., TRID, RESPA, HMDA). Why Join Us At JazzX AI, you have the opportunity to join the foundational team that is pushing the boundaries of what's possible to create an autonomous intelligence driven future. We encourage our team to pursue bold ideas, foster continuous learning, and embrace the challenges and rewards that come with building something truly innovative. Your work will directly contribute to pioneering solutions that have the potential to transform industries and redefine how we interact with technology. As an early member of our team, your voice will be pivotal in steering the direction of our projects and culture, offering an unparalleled chance to leave your mark on the future of AI. We offer a competitive salary, equity options, and an attractive benefits package, including health, dental, and vision insurance, flexible working arrangements, and more.

Job Description Join the GEM Mortgage Team! Ready to be part of a leading mortgage lender that truly puts clients first At GEM Mortgage, a division of Golden Empire Mortgage, we've been a respected leader in the industry for nearly 40 years, guided by our core belief that our borrowers' interests come first. We're dedicated to providing clients with expert financing advice and believe that everyone deserves access to credit. Our mission is to build long-lasting relationships with borrowers and real estate partners, be an employer of choice with growth opportunities for our team members, and operate as a trustworthy, financially sound enterprise that positively influences our communities. At Golden Empire Mortgage, our LEADER values guide everything: • Loyalty to our team, borrowers, and partners. • Excellence in all we do. • Accountability-we take ownership. • Driven for continuous improvement. • Engaged to deliver success. • Reliability you can count on. If you're passionate about making a real difference in people's lives, delivering exceptional service, and growing your career with a company that truly values its people and its purpose, we invite you to explore opportunities with us. Come join Golden Empire Mortgage and help us empower clients and communities! GEM Mortgage, a division of Golden Empire Mortgage (GEM) is proud to hold ourselves as one of the most respected lenders in the mortgage industry for nearly 30 years. The GEM business philosophy holds true that all consumers deserve access to credit, where “our customers are our business” is the cornerstone for excellence. Golden Empire Mortgage isn't just about mortgages and home lending - GEM is about people, and building lasting customer relationships. At GEM we understand that the lending process can be intimidating, that's why we ensure that all of our employees hold to the highest level of client satisfaction. We pride ourselves on integrity, knowledge and state of the art technology all in an effort to provide our customers with excellent customer service and the best rates possible. Under general supervision of the Branch Manager, the Mortgage Loan Originator is responsible for origination of mortgage loans. This position conducts initial pre-qualification interviews and prepares complete loan application packages and necessary documentation. The Loan Originator also conveys policies for extension of credit in accordance with Company and investor guidelines, serves customers, prospective customers, builders, developers and realtors promptly and professionally. Essential job functions Responsible for originating own sales by contacting prospective clients and by developing and maintaining referral sources. Spend over 50% of time away from employer's place of business in performing principal duty of selling loan products offered by company. Interviews, takes applications, and processes preliminary documentation on loan requests. Discuses loan alternatives, credit criteria, interest rates, and loan documentation with customers. Assesses customer's applications and evaluates products, pricing, and other variables in order to determine which mortgage products might best serve customer's needs. Submits, within company designated time frames, all files to operations staff for processing, underwriting, closing, and funding. Performs follow-up work to achieve conditional loan approval within established time frames. Locks in rates and programs for customers when reasonably requested and in a timely manner. Completes lending operations in accordance with established Company policies and legal requirements. Assumes responsibility for establishing and maintaining effective and professional business relations with customers, realtors, building professionals, and referral partners. Maintains current and thorough knowledge of all lending programs, policies, procedures and regulatory requirements. FLSA Status: Commission Only Minimum requirements High School or GED required. NMLS MLO License. Knowledge, Skills and Abilities Ability to prioritize and multi-task, while working in a fast paced environment. Exceptionally detailed, focused and motivated professional. Excellent communication skills. Pleasant with customers, business partners and colleagues. Knowledge of automated underwriting systems (DU/LP), HUD and RESPA Regulations. Comprehensive understanding of legal, compliance and Investor requirements. Compensation Disclosure This is a commission-only position. The expected commission range depends on loan amount, structure, and volume. Actual compensation will vary based on individual performance, commission structure compensation agreement, and market conditions. At-Will Employment This position is classified as at-will employment in accordance with California law. Employment may be terminated by either the employer or employee at any time, with or without cause or notice, subject to applicable law. Work Location This is a field-based role. Loan Originators are expected to spend 50% or more of their time networking, meeting with clients, and conducting business outside the office. Equal Opportunity Employer Golden Empire Mortgage are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related medical conditions), gender, gender identity or expression, sexual orientation, marital status, national origin, ancestry, age, physical or mental disability, medical condition, genetic information, military or veteran status, or any other characteristic protected under federal, state, or local law. Reasonable Accommodations GEM Mortgage is committed to providing reasonable accommodation for qualified individuals with disabilities during the application or recruitment process. If you need assistance or accommodation, please contact us at **************. California Consumer Privacy Notice GEM Mortgage, a division of Golden Empire Mortgage, may collect personal information from job applicants for purposes related to employment consideration. 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