Loan processor jobs in Danville, CA

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 Other duties as assigned, in order to support 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 with disabilities .

Join a respected local financial firm based in Santa Clara that is dedicated to delivering exceptional service for our community's borrowers and business partners. Our commitment to integrity, efficiency, and client satisfaction drives our continued growth and reputation as a trusted lending resource. The Loan Processor (Processing Closer Funder) is responsible for reviewing, preparing, and finalizing loan documents, ensuring compliance with company policies, investor guidelines, and all regulatory requirements. This position involves close coordination with borrowers, lenders, escrow officers, and other stakeholders to facilitate smooth and timely loan closings and the accurate disbursement of funds. 1. Loan Document Preparation & Review + Verify and review all closing documents for accuracy, completeness, and compliance. + Ensure loan terms match approved underwriting conditions. + Collaborate with title companies, attorneys, and escrow officers to coordinate closings. 2. Closing & Funding Coordination + Prepare wire instructions and authorize loan funding. + Confirm receipt of all required documentation prior to disbursement. + Ensure all loan conditions and stipulations are satisfied before finalizing funding. 3. Compliance & Quality Control + Follow federal, state, and investor regulations, including TRID, RESPA, and other mortgage compliance guidelines. + Maintain accurate records and audit loan files to identify and resolve discrepancies. 4. Communication & Customer Service + Act as a liaison between loan officers, processors, and the funding department. + Provide timely updates to borrowers and stakeholders on the closing process. + Address and resolve closing or funding issues promptly and professionally. 5. Administrative & Reporting + Ensure all loan data is accurately entered into the system. + Generate reports and maintain records of funded loans. + Support process improvements to enhance department efficiency and accuracy. Requirements Education and Experience + High school diploma or equivalent required; Associate's or Bachelor's degree preferred. + Minimum 2 years of experience in post-closing, loan processing, or mortgage operations. + Familiarity with loan origination systems (LOS) and document management platforms is a plus. Skills and Competencies + Solid understanding of loan closing, funding, and post-closing processes. + High attention to detail and accuracy. + Strong organizational and time-management skills, with the ability to work independently. + Proficient in Microsoft Office Suite (Word, Excel, Outlook). + Ability to communicate clearly with borrowers, colleagues, and external partners. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use (https://www.roberthalf.com/us/en/terms) .

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 Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the 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; 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 the 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 are 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 assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: Bachelor's degree and/or equivalent combination of education/experience. Bilingual preferred. Minimum of 3 years' residential mortgage processing experience. Experience with Encompass. 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. Knowledge of DU, LP, Microsoft Office, and Windows. Excellent math and analytical skills. Excellent communication skills. Excellent prioritization and time management skills. 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: Hourly Rate: 26.00 - 32.00 Bonus Eligible if applicable 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 #LI-CCMREC 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 ***************************

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. Weekly Working Hours: 40 Responsible in the processing of all consumer loan payments and payoffs for active and charged off loans and lines. Responds to service requests. Calculates interest, loan payments, and balances. Handle the phone call inquiries in regard to consumer loan payments. Prepare histories for consumer loans. Consumer Boarding: Performs boarding (data entry) functions for Consumer loans (Indirect and Direct). Responds to service requests, handle phone call inquiries, calculates interest, loan payments and balances, review billing statements and does account research. Assists with special projects and performs additional job-related duties as required. Commercial Boarding: Performs boarding and maintenance functions for Commercial loans. Primary responsibility is the preparation, boarding and maintenance of all commercial and special handling loans. Monitoring and maintenance for all special handling designated loans. Responds to service requests, handle phone call inquiries, and does account research. Assists with special projects and performs additional job-related duties as required. Requirements One-year general business experience preferably with banking. Excellent communication, organization and analytical skills a must. PC proficiency required, along with the ability to function under very tight time constraints with few to no errors. 10-key and typing skills mandatory. Must be detailed oriented. Requirements: EOE Westamerica Bank's Privacy Policy may be found at: *********************************

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.

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.

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 $20.00-$23.00, 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 Bilingual-Spanish 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.

Job Description 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. California Consumer Privacy Act Notice

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities. The Loan Service Specialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures. While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned. The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines.

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: ************************************************************************************************** #GRWIND 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.

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

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

Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is the 7th largest credit union in California with branches throughout Northern California. We are here for our members throughout all their stages of life. Meeting them with the products and services to help them plan purposefully for their futures and to secure our life-long partnership as their trusted financial advocate. As one team, we are all committed to delivering service, empowering financial literacy, creating products, and providing new technology for our members. We believe that work should be rewarding, challenging, and enjoyable. We're dedicated to creating a positive and supportive culture where our team members can thrive. If you're looking to use your skills and knowledge to make a difference in our members' lives, Patelco could be the perfect fit for you. Overview The Commercial Loan Specialist is responsible for performing a variety of functions related to the servicing of Commercial Real Estate Loans and is responsible for overseeing the servicing, administration, and strategic management of the credit union's commercial real estate secondary market loan portfolio, and program. This role supports routine servicing activities such as responding to inquiries, processing payments and payoffs, and boarding new loans. This role involves coordinating documentation, maintaining loan records, processing transactions, and monitoring financial reporting requirements. This role ensures the integrity and performance of the portfolio through proactive servicing, risk monitoring, and relationship management with lead lenders, participants, and internal stakeholders. The position requires a high level of expertise in commercial lending practices, regulatory compliance, and financial analysis, and plays a critical role in shaping servicing workflows and portfolio strategy. The specialist works to ensure timely and accurate execution of loan servicing activities in accordance with regulatory and bank guidelines. Effective communication with internal departments and external partners is essential. The ideal candidate is detail-oriented, organized, and able to manage time efficiently to meet deadlines and ensure accurate completion of tasks. Responsibilities * Lead the servicing and administration of the commercial real estate secondary market loan portfolio, ensuring compliance with all applicable laws, regulations, and internal policies. * Manage the commercial loan secondary market program, including onboarding new participations, coordinating with lead lenders, and monitoring performance and risk exposure. * Oversee portfolio-level reporting, covenant tracking, and financial analysis to identify trends, mitigate risk, and support strategic decision-making. * Maintain and enhance servicing workflows for loan boarding, disbursements, payments, payoffs, and modifications, ensuring accuracy, timeliness, and regulatory compliance. * Serve as the primary liaison with lead lending institutions, loan participants, third-party vendors, and internal departments to ensure seamless execution of servicing activities. * Review and approve complex documentation including appraisals, environmental reports, title reports, financials, tax returns, insurance, CIP, and legal agreements. * Monitor and report on covenant compliance, loan performance, and portfolio health; escalate issues and recommend corrective actions as needed. * Lead initiatives to improve servicing efficiency, data integrity, and reporting accuracy through system enhancements and process optimization. * Provide mentorship and guidance to junior staff and contribute to departmental training and development efforts. * Collaborate with senior leadership to align portfolio management strategies with organizational goals and risk appetite. * Participate in strategic planning, budgeting, and goal-setting for the Commercial Lending department. * Adhere to a lending culture aligned with the credit union's strategic initiatives. * Maintain accurate loan records through data entry and updates in the loan servicing system, including but not limited to payment processing, reversals, address changes, loan grade updates and appraisal updates. * Process daily loan servicing activities, including loan boarding, disbursements, payments, and payoff demands while ensuring accuracy, timeliness, and compliance with regulatory guidelines; investigate and resolve any payment or loan posting discrepancies. * Oversee financial reporting and loan onboarding by tracking requirements via a tickler system, reviewing financials for accuracy, monitoring workflow and loan reviews, and communicating covenant defaults with regular updates to the Commercial Loan Operations Manager. * Participate in team meetings and provide clear, concise updates and reports to management. * Support departmental projects and assist with other duties as assigned. * Strive to meet annual departmental and individual goals aligned with budget and operational plans. Qualifications * Ability to read and interpret complex documents and to respond effectively to sensitive inquiries. * Ability to discuss and implement loan boarding, tracking, and reporting processes. * Advanced understanding of commercial loan servicing, credit underwriting, and portfolio management principles. * Demonstrated ability to manage complex loan structures and multi-party participation agreements. * Strong analytical skills with the ability to interpret financial statements, assess risk, and make data-driven decisions. * General understanding of regulatory requirements and comprehensive understanding of reporting standards. * Comprehensive understanding of safe and sound credit underwriting and administration practices and procedures. * Excellent communication and interpersonal skills; able to influence and collaborate across departments and with external partners. * Working knowledge of all MS Office Suite Products. * Working knowledge of related financial mathematical concepts. * Ability to effectively interact with different department representatives. * Ability to organize projects and effectively allocate limited resources. * Demonstrate professionalism, resourcefulness, initiative, and collaboration during all internal and external interactions * Bachelor's degree in Finance, Accounting, Business Administration, or related field preferred * 4+ years Loan processing, reconciling, and funding experience. * Imaging and documentation experience. * This position is based out of the Dublin HQ office * This role may be eligible for hybrid work arrangements Target Base Pay $36.29/hr Compensation at Patelco Please note that the salary information is a general guideline only. Patelco Credit Union considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as market and business considerations when extending an offer. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits. We Offer Physical Health: * Exceptional Medical, Dental, Vision, and Life Insurance benefits * Onsite fitness center at HQ and rewards for completing wellness related activities Financial Health: * Competitive compensation packages with bonus opportunity * 401(k) with 3% Safe Harbor and 5% employer match * Discounts on loan products * Tuition reimbursement Emotional Health: * Employee Assistance Program (EAP) * PTO for part-time and full-time positions * Paid holidays Personal Development: * On-the-job training and skills development * Internal transfer opportunities for career growth * Volunteer work Flexible work arrangements available for specific positions Patelco Credit Union is an Equal Opportunity Employer including individuals with disabilities and protected veterans

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

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.

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 Listing Title: Pension Application Processor - UFCW & Employers Trust, Benefits Administration, CONCORD CA Job Listing: Established in 1957, UFCW and Employers Trust, LLC, also known as the Trust Fund Office, is one of the top 500 largest retirement funds (managing over $4.1 billion in assets) in the USA. We administer health plans and pension benefits for over 235,000 participants at 155 employers throughout Northern California and Hawaii. We serve the grocery food market and retail pharmacy industry consisting of essential workers from employers like Safeway, Save Mart, and Raley's. The Trust Fund Office administers several multiemployer plans; an employee benefit plan maintained under multiple collective bargaining agreements. Our “Taft Hartley” plans are governed by strong Boards of Directors consisting of Union and Employer industry leaders (as Trustees) with a fiduciary focus and care for our Membership and their families. Our mission is to provide exceptional benefit administration to those we serve: our Members, Dependents, Local Unions, Employers, and Service Providers. WHAT WE ARE LOOKING FOR IN AN IDEAL CANDIDATE Strong analytical skills Willingness to learn Having the ability to prioritize tasks Embraces teamwork WE OFFER $22 - $32 with scheduled yearly increases Full benefits package (medical: Kaiser or Blue Shield, dental, vision, life insurance, death benefit, employee member assistance program) with no premiums for employees and low premiums for dependents Defined Benefit Pension Plan 401(k) match and individual consulting with pension consultant Generous Paid Time Off (starting at 2.6 weeks up to 5.6 weeks) and Sick Time Generous holidays (11.5 paid days per year) On-site free gym in Concord Complimentary coffee service everyday Our Concord location includes free parking, and is conveniently located in the central east bay, beside the I-680 freeway and accessible to BART. The adjacent Veranda Shopping Center (*********************** is within walking distance and has a variety of restaurants, retail shopping, and events. OUR CULTURE Our mission to provide exceptional benefit administration for essential workers is what drives us. What we do matters and touches the lives of over 235,000 participants who work for 155 entities. We have been in business since 1957 and are expanding. Come grow with us! Average employee tenure of 10 years Culture of recognition Variety of paths for career advancement Exciting events An amazing team of professionals to collaborate with and learn from! JOB SUMMARY Responsible for developing a thorough understanding of all the Pension Plans administered by the Trust Fund to include their rules and regulations. Performs technical and administrative duties associated with the processing and verification of members' pension inquiries and applications, applying the rules and regulations of the Plans. Researches and resolves a broad range of questions and issues and communicates with members and their families, Union Representatives, other UFCW departments, and financial institutions. Candidates who have been successful in this role: Experience in benefits, accounting or finance or from the banking industry. Pension experience is not required. ESSENTIAL DUTIES AND RESPONSIBILITIES Provides accurate and detailed Pension estimates and answers questions as requested by members and Union Representatives. Answers inbound and outbound phone calls and provides explanations to members on the origin and nature of problems or issues. Assists members with pension questions through the online member self-service portal via the UFCW Trust website. Assists members in person with their questions regarding pension applications and inquiries. Identifies member issues rapidly and precisely. Solves problems and resolves issues, informing the member regarding the issue and outcome. Reviews, analyzes, processes and verifies pension applications and inquiries completed by other Pension Analysts. Processes retirement applications and verifies accuracy of information by developing and documenting a written chronological order of events in a member's work history by requesting, researching, investigating, and analyzing pension data. Processes death notices and pension payment verification restarts, potential suspensions, and pension payment void requests. Reconciling stale dated report, and other various tasks for the pension processes. Determines pension benefit eligibility, evaluates, and determines retirement types that the member/beneficiary qualifies for, and calculates pension benefit amounts under all Pension Plans administered by the Trust Fund. Processes retirement adjustments such as post age 70 accrual adjustments, Qualified Domestic Relations Order (QDRO) carve outs and required joint and survivor benefit pop-ups under the butcher plan. Reviews and processes suspendible service, rule of 85 calculations and projections, surviving spouse applications, community share calculations based on divorce documentation directed by stipulations and orders or qualified domestic relations orders, reciprocity agreements, external reciprocity, credited services increases, and updates member records accordingly. Performs and/or verifies required calculation of vesting credit, plan service credit, account balance, service breaks, and other issues. Initiates and prepares correspondence to members, beneficiaries, employers, and others regarding general account information, pension history, monthly retirement benefits and income tax reporting. Reviews, analyzes, processes, and mails requested information to set up facilitator, power of attorney, and/or conservatorship. Performs data entry and data correction tasks to update and correct member information and updates pension data in pension information systems. Responds to inquiries from active and retired members, beneficiaries, and employers regarding pension benefits. Assists various duties and responsibilities of a Pension Clerk Assists with general office duties and ensures the workspace and office is kept clean. Assists with special projects as assigned. MINIMUM JOB REQUIREMENTS 2 years of related work experience and a high school diploma. A combination of appropriate education and experience may be substituted for the minimum education and experience requirements. PREFERRED QUALIFICATIONS Bilingual experience a plus. Knowledge of defined benefit and defined contribution plans a plus. KNOWLEDGE, SKILLS AND ABILITIES REQUIREMENTS Strong analytical skills. Skill in the application of outstanding customer service. Interpersonal skills necessary to develop and maintain effective and appropriate working relationships with co-workers and employees throughout the office. Ability to serve a diverse membership by demonstrating empathy, kindness, and sincerity to all. Ability to accurately organize and maintain paper documents and electronic files. Ability to successfully resolve issues in a timely manner. Ability to comprehend, process and apply both verbal and written skills appropriate to the job. Ability to demonstrate strong follow-through and an appropriate sense of urgency. Ability to handle confidential information with discretion and tact to include member confidentiality, confidential Trust Fund data, HIPAA compliance, etc. Ability to prioritize and work independently as needed. Ability to take instruction and follow directions accurately. Ability to work effectively in a team environment. Ability to meet attendance, production, and quality assurance standards. Ability to detect errors, determine causes, and make corrections as appropriate. Proficiency in English grammar, spelling, punctuation, and simple mathematical functions such as addition, subtraction, multiplication, division, percentages, ratios, etc. Proficiency in the use of (or ability to learn) personal computer software or systems applicable to the essential functions of the job, which may include any or all of the following: email/calendar software, internet/intranet browsers, word processing, spreadsheets, database software, mail processing equipment, microfilm reader, copier, fax, scanner, various systems or software used by the office (such as vendor claims system), etc. PHYSICAL DEMANDS AND WORK ENVIRONMENT The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is performed in a standard office environment with possible minor inconveniences due to occasional noise, crowded working conditions, and/or minor heating, cooling, or ventilation irregularities to the ambient temperature. While performing the duties of this job, the employee is required to: Sit (regularly) Stand or walk (occasionally) Talk or hear (regularly) Use fingers, handle, or feel (regularly) Reach with hands and arms (regularly) Vision abilities required by this job include close vision and the ability to adjust focus. The employee is regularly required to lift and/or move up to 10 pounds and may occasionally be required to lift and/or move up to 30 pounds (such as a box of paper). This position is subject to a pre-employment negative drug screen and satisfactory completion of a background check and reference checks. Compensation: $22 - $32/hour. #ZR

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.