Wealthfront is seeking a mortgage loanprocessor 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. Responsibilities
Reviews loan file and gathers any items needed for final loan approval
Liaison between all operational and sales departments in the transaction
Orders supporting documentation
Evaluates loan applications for reasonableness and, if needed, escalates files for further evaluation
Prioritizes daily workload to ensure a delightful client experience
Manages a full pipeline of assigned loans, driving files from disclosures signed through closing.
Excellent client communication skills
Communicates with third party vendors throughout the loan process to finalize the application
Ensures adherence to investor and regulatory guidelines
Proactively maintain loan pipeline, tasks and objectives
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 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 retail mortgage loan processing
Excellent communication skills focusing on both internal and external communications
Openness to adapting to industry changes
Requirements
2+ years mortgage processing experience in a retail environment
Mortgage Loan Originator License, Company will sponsor for the right candidate
Knowledge of Conventional Conforming and Jumbo guidelines
Experience in the non-delegated space
Understanding of state and federal lending regulations
Extensive knowledge and understanding of customer service and intrapersonal best practices
Estimated annual salary range: $56,000 - $70,000 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.
$56k-70k yearly Auto-Apply 60d+ ago
Looking for a job?
Let Zippia find it for you.
Consumer Loan Processor
Qualstar Credit Union
Loan processor job in Bothell, WA
About Qualstar: Qualstar Credit Union is a growing, well-established, and financially strong not-for-profit organization. We are 70,000 members strong, headquartered in Bothell, WA, with 140 employees. We proudly specialize in providing financial services to hardworking union members through their labor union association. We have a history of valuing staff at all levels, and staff satisfaction scores that prove it!
About our Consumer Loan Team: Our consumer loan team is a talented group of eight people who take pride in their impact on improving our members' financial lives through processing loans as smooth and hassle-free as possible.
Why Join Us? We offer an exceptional workplace with benefits designed for your growth and work-life balance:
A Purpose-Driven Organization: Be part of a financially strong, not-for-profit team focused on giving back to members.
Career Growth Opportunities: Advance at the pace you grow! With three levels of advancement, your progress depends on your skills-not someone else leaving.
Comprehensive Benefits: Generous medical, dental, vision, and life insurance.
Retirement Security: 401K contributions made on your behalf, plus matching options.
Work-Life Balance: Set schedules and occasional six-hour Saturday shifts, paid as a full day.
Flexible Holiday Options: Enjoy six paid federal holidays and five additional holidays you can work for double-time pay or a floating holiday.
Paid Leave: Vacation and sick leave to support your well-being.
Additional Perks: Employee loan discounts, free parking, a casual dress code (jeans and tennis shoes welcome), and access to amenities like a game room, quiet room, and latte maker.
Our Ideal Candidate: Do you have experience processing loans? We are looking for people who like people and want to work in a great environment. We hire in advance to ensure our team stays well-staffed during the busy season, so we are looking for a few candidates with the right attitude.
If we sound like the right company and team for you, put your application in now - tell us about yourself!
Qualstar Credit Union is an Equal Opportunity Employer
$36k-49k yearly est. 4d ago
Consumer Loan Processor
Ivantage Group
Loan processor job in Bellevue, WA
iVantage Group is a nationally recognized provider of staffing services and project based solutions located in Brighton, Michigan. Recipient of Crain's Detroit Business “Best Places to Work” award along with being one of Inc. 500's Fasting Growing Firms in the United States.
Certified as a Minority & Women Owned Business Enterprise we excel at finding exceptional talent that can't be found. Our 24/7/365 real time recruiting engine is state of the art and has allowed our organization to obtain elite vendor status at local clients such as BCBSM, HAP, General Motors, OnStar, Flagstar, Comerica, Delta Dental, Consumers Energy, Jackson National Life, and Carhartt.
We provide our consultants with long term Contract, Contract-to-Hire and Permanent Placement services. Simply put - we will take your career to the next level!
For more information on iVantage Group please visit us at
************************
.
Overview
iVantage Group which is one of Michigan's fastest growing Staffing and Direct Placement firms is currently searching for qualified
Retail and Home Lending Processor with experience in the following:
Experience with common GSA's (FNMA, FHLMA, FHA, VA, USDA)
Knowledge of AUS systems (LP & DU)
Knowledge of MDIA and RESPA disclosure requirements
Position:
Retail and Home Lending Processor
Industry:
Information Technology
Employee Benefits:
Comprehensive Benefit Plan
Responsibilities / Job Description:
The Processor works with loan officers, borrowers, and third party providers to obtain documentation and submit a thorough, accurate, and complete loan package to Underwriting.
Pro-actively maintains control of the loan file, monitors dates for approval, appraisals, purchase deadlines and closing, and ensures that all deadlines are met in a timely and efficient manner.
Recognizes and resolves challenges early in the process, and provides excellent customer service.
Qualifications
Skills
Effective communication skills with a high level of customer service
Ability to multi-task and operate effectively in a high-paced environment
Detail orientated with proficient organizational skills
Ability to adapt to and accept change
Strong listening and problem solving skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
Contact Andrew McAlpine:
************ or ***********************************
$36k-49k yearly est. Easy Apply 1d ago
Mortgage Loan Processor
Perfect Fit Loans
Loan processor job in Sumner, WA
Are you an experienced, detail-oriented mortgage loanprocessor who can successfully aid applicants in navigating the mortgage lending process? If so, we are looking for you! We are currently seeking a skilled and high-producing mortgage processor to work with the mortgage loan officers on our team. If you're interested in a dynamic position on a well-established and successful lending team, look no further; apply now! Responsibilities
Liaise between the mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval
Obtain property documentation to process mortgage loan files, including appraisals, inspections, title searches, site surveys, contracts, and property tax records
Put together loan packages and submit to lender underwriting for approval or denial
Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports
Assist borrowers in determining the best mortgage type based on interview and situation
Qualifications
Must have Experience in Processing mortgage and home loans
We are a team with a strong culture and as such require all team members to work in our Sumner Washington office. This position is not for remote
Superb analytical skills, time management skills, and attention to detail
Must have excellent written and verbal communication skills
High school diploma or GED required - Associate's degree in accounting, finance, or business preferred
2 years minimum experience in loan processing required
FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required
Compensation $54,000 - $62,000 DOE Come grow with us. Apply today!
$54k-62k yearly Auto-Apply 60d+ ago
Senior Loan Processor
Crosscountry Mortgage 4.1
Loan processor job in Gig Harbor, WA
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 Senior LoanProcessor 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 Senior LoanProcessor 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 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 loanprocessors 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:
* Hourly Rate: 28.84 - 38.46
* Eligible for per file monthly 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
#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 ***************************
$56k-72k yearly est. 3d ago
Senior Processor
Global Credit Union 3.6
Loan processor job in Renton, WA
Reports To: Mortgage Processing Supervisor
Functions Supervised: None
Primary Functions: Process mortgage loan applications and assist assigned originator. Act as a coach and mentor to other Processors within the department.
Duties and Responsibilities:
Verify all information received in the mortgage loan application via letters to employers, banks, creditors, etc.
Maintain logs and files as necessary regarding mortgage loan applications processed.
Order appraisals, surveys and updated credit reports, as directed by the Underwriter.
Communicate and coordinate with originators and members, collection of documentation and information, stipulations/conditions or any other pertinent data needed to submit to underwriting and obtain approval.
Address member concerns and inquiries quickly, professionally and courteously.
Input, validate and confirm all required data into appropriate Automated Underwriting (AU) system(s) required for approval and closing.
Order items timely and accurately to ensure processing time frames are met and production standards and goals are achieved.
Respond to Quality Control and Loan Delivery requests within specified time lines as directed by each department.
Provide assistance to and help in the training of other processors as necessary.
Review processed loan packages prior to submission to ensure completeness, quality and accuracy.
Participate in seminars and other training to maintain required knowledge and skill development. Complete all required training within specified deadlines.
Act as a Team Lead within your department. Coach, train and mentor other Processors.
Expert pipeline management and meeting deadlines.
Perform other duties as assigned.
Qualifications
Education: High school graduate or equivalent.
Creditable Experience in Lieu of Education: Not Applicable
Experience/Skills: One to two years in the Processor III position or prior mortgage experience. Two plus years direct public contact preferred. Expert proficient at typing with a knowledge of office machines, some math aptitude and letter composition familiarity. One year experience in mortgage loan processing with basic knowledge of most program processing requirements. Personal computer experience preferred.
Tenure: Processor I (Category 13) requires 12 months tenure in a Category 14 mortgage position with a meets or exceeds expectations. Processor II (Category 12) requires 12 months tenure in Processor I (Category 13) position with a meets or exceeds expectations. Processor III (Category 11) requires 1-2 years tenure in a Processor II (Category 12) position with a meets or exceeds expectations. Senior Processor (Category 10) requires 1-2 years in a Processor III (Category 11) position with a meets or exceeds expectations. Directly related work experience and/or accelerated training completion may be substituted for tenure for all positions.
Compensation
Salary Pay Range:
Processor I (Category 13): $49,284 - $73,391 annually
Processor II (Category 12): $53,226 - $81,405 annually
Processor III (Category 11): $57,484 - $90,230 annually
Senior Processor (Category 10): $63,233 - $99,908 annually
Starting base salary will be determined based on candidate experience, qualifications, education, and local or state wage requirements, if applicable and will fall within the range provided above.
In accordance with our Salary Administration policy, new hire base salaries generally fall within the minimum to midpoint of the listed range.
Benefits
Short-term and long-term incentives
Comprehensive medical, dental and vision insurance plan that has HSA and FSA options
401(k) plan with a 5% match
Employee Assistance Program (EAP)
Life and disability coverage
Voluntary cash benefits for accident, hospitalization and critical illness
Tuition Reimbursement
Generous leave programs to include Paid Time Off accrual, Paid Sick Leave, Paid Holidays
Click here to view Global's comprehensive Benefits Programs
Equal Opportunity Employer
$63.2k-99.9k yearly Auto-Apply 14d ago
Mortgage Loan Officer / Home Loan Specialist
Churchill Mortgage Corporation 3.2
Loan processor job in Seattle, WA
Why Churchill Mortgage? We provide our Loan Officers the systems and processes that allow them to close more loans, faster and with the highest customer service ratings. Our Operations Team truly takes ownership of the process; delivering an enjoyable and referable experience to every customer, every time no excuses. Our systems & processes allow you to spend more time originating, building relationships and generating new clients.
Our Commitment to You: We're here to help you close business, not put up roadblocks. As a team we all operate under the maxim of supporting you, in every way possible. You'll be instantly impressed at the level of service and attention you receive. In fact, many of our new hires tell us that they keep pinching themselves after 2-3 months. It's that good here.
We would like to talk with you if you love serving clients, are experienced, and have the heart of an educator. Looking for well qualified originators that focus on file quality.
Responsibilities
Educate customers on best financing solutions
Manage a large pipeline of loans
Originate and make sales of loan packages to customers, including meeting and counseling with customers at their homes and offices.
Engage in marketing, promotion and business development activities in support of sales, including calling on real estate agents and brokers, financial advisors and other potential referral sources.
Provide applicants with information regarding the loan application process.
Oversee all customer interactions and ensure a smooth transaction by interfacing with Realtors and Processors
Other duties may be applicable as business needs may dictate and as assigned by management.
Qualifications
Qualifications
Dedicated to growing yourself and your skills
Active NMLS license
2+ years of self-gen mortgage origination experience required
Knowledge of basic loan programs and loan structuring needed for success
Desire to grow and be coachable with the best leadership in the industry
Must be able to pass a criminal history information background check. Other duties may be applicable as business needs may dictate and as assigned by management. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. If you are working from home, you must have access to reliable, high-speed internet (not satellite; Minimum of 25 Mbs download speed and 15 Mbs upload speed).
Compensation
Drive your own success: earn $75,000 to $200,000+ per year based on closed loan volume, with no cap on potential.
Benefits
Churchill Mortgage's generous benefits package is available to all full-time employees. This includes Medical, Dental, Vision, HSA, FSA, Life, Disability, Accident, Cancer, Critical Illness, 401(k) & ESOP (Employee Stock Ownership Program).
Employees Own the Company
Our ESOP was established by founder and president, Mike Hardwick, in 2013. It gives all current and future Churchill Mortgage employees ownership of the company in the form of company stock. Churchill Mortgage is the first privately-owned mortgage company to offer an Employee Stock Ownership Program (ESOP).
Churchill Mortgage Corporation is an Equal Opportunity Employer
$39k-53k yearly est. 10d ago
Home Loan Specialist II
Solomonedwards 4.5
Loan processor job in Olympia, WA
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Seattle Regional Loan Officer
Caliver Beach Mortgage
Loan processor job in Seattle, WA
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.
Come Be a Part of Our MAG Team!
Mortgage Advisory Group has an immediate opening for a highly motivated, top quality candidate for the position of the Mortgage Advisor.
Mortgage Advisory Group is a highly successful, full circle mortgage broker and banker leader in the Pacific Northwest. Our top-notch customer service is the core of our outstanding reputation in the mortgage industry. We pride ourselves on extensive knowledge of mortgage loan programs as well as our state-of-the-art business processes, facility and equipment that help us deliver high-value services, quickly and accurately. At the heart of Mortgage Advisory Group is our team of mortgage professionals, everyone of them empowered, well-trained and equipped to provide world-class service. We don't rest on our laurels, though. We're always on the lookout for improvements, implementing changes wisely wherever they're warranted. From our senior leadership to our new recruits, we're dedicated to serving our client's needs today, and for years to come!
The Mortgage Advisor (MA) is responsible for collecting and analyzing information regarding each customer's income, assets, and investments or debts and determines which loan programs best meet each customer's needs. Developing life-long relationships with customers is a key to success in this position.
JOB DESCRIPTION:1.Originates and reviews loan proposals. 2.Markets, services, and promotes MAG's loan programs. 3.Interviews applicants and requests specific documentation for loan applications. 4.Analyzes applicant financial status to determine ability of granting loan. 5.Evaluates, counsels, and advises customers regarding the advantages and disadvantages of various loan programs and quotes, negotiates, and commits loan terms to customers 6.Corresponds with applicants in person, on the phone, or via e-mail to resolve questions and concerns regarding the loan process in a timely manner. 7.Confers with Lending Operations, Production, and Secondary Markets teams as well as support staff as needed through the life of the loan. 8.Coordinates the closing of the loan with escrow. 9.Sets and records sales performance goals. 10.Adheres to FASTrak requirements. 11.Works with marketing to set and achieve sales and advertising goals. 12.Supervises and trains assistants and other support staff. 13.Keeps up-to-date on all required compliance training. 14.Keeps up-to-date on all various loan programs and company products available. 15.Travels to branch offices, as required. 16.Performs other duties as required.
QUALIFICATIONS: MINIMUM: The following education and work experience requirements are essential for competent job performance. 1.Education: High School Diploma or GED. 2.Experience: Two (2) to five (5) years of practical experience as a loan originator in the mortgage industry. a.Intermediate knowledge of the real estate industry b.Excellent knowledge and understanding of the local real estate market. c.Knowledge of HMDA, RESPA, TILA, and other mortgage related laws and regulations d.General knowledge of Conventional, FHA, VA, and USDA loan programs and guidelines e.Familiar with various Automated Underwriting Systems. f.Excellent interpersonal, verbal, and written communications skills. g.Ability to provide exceptional customer service and a “raving fan” experience. h.Organized, detail-oriented, resourceful, and an excellent problem-solver. i.Demonstrated proficiency in using Microsoft Office software and standard office equipment including computer, copier, fax, and telephone equipment. j.Ability to manage multiple projects simultaneously and demonstrate flexibility in a fast-paced environment. k.Must have a strong desired to achieve and succeed.
DESIRED: 1.Education: Bachelor's Degree in finance or related field. 2.Experience: Extensive knowledge of the mortgage banking industry.
Mortgage Advisory Group offers an excellent benefits package, containing:
Medical, Vision and Dental insurance (No Wait Period)
Life insurance
PTO (Paid Time Off)
Paid holidays
401(k) Plan
AFLAC benefits available
Legal Insurance available
Monthly company lunch
Partnership discounts
Additional benefits to recognize a job well done
This is a full-time position, Monday through Friday, 8am to 5 pm.
For your experience to be considered, please submit a resume in Word or PDF format to Teresa Parco ******************* or call ************
Mortgage Advisory Group is an Equal Opportunity Employer.
Your Future is Our Focus!
$37k-49k yearly est. Easy Apply 60d+ ago
Consumer Loan Processor
Ivantage Group
Loan processor job in Bellevue, WA
iVantage Group is a nationally recognized provider of staffing services and project based solutions located in Brighton, Michigan. Recipient of Crain's Detroit Business “Best Places to Work” award along with being one of Inc. 500's Fasting Growing Firms in the United States. Certified as a Minority & Women Owned Business Enterprise we excel at finding exceptional talent that can't be found. Our 24/7/365 real time recruiting engine is state of the art and has allowed our organization to obtain elite vendor status at local clients such as BCBSM, HAP, General Motors, OnStar, Flagstar, Comerica, Delta Dental, Consumers Energy, Jackson National Life, and Carhartt. We provide our consultants with long term Contract, Contract-to-Hire and Permanent Placement services. Simply put - we will take your career to the next level!
For more information on iVantage Group please visit us at ************************ .
Overview
iVantage Group which is one of Michigan's fastest growing Staffing and Direct Placement firms is currently searching for qualified Retail and Home Lending Processor with experience in the following:
Experience with common GSA's (FNMA, FHLMA, FHA, VA, USDA)
Knowledge of AUS systems (LP & DU)
Knowledge of MDIA and RESPA disclosure requirements
Position: Retail and Home Lending Processor
Industry: Information Technology
Employee Benefits: Comprehensive Benefit Plan
Responsibilities / Job Description:
The Processor works with loan officers, borrowers, and third party providers to obtain documentation and submit a thorough, accurate, and complete loan package to Underwriting.
Pro-actively maintains control of the loan file, monitors dates for approval, appraisals, purchase deadlines and closing, and ensures that all deadlines are met in a timely and efficient manner.
Recognizes and resolves challenges early in the process, and provides excellent customer service.
Qualifications
Skills
Effective communication skills with a high level of customer service
Ability to multi-task and operate effectively in a high-paced environment
Detail orientated with proficient organizational skills
Ability to adapt to and accept change
Strong listening and problem solving skills
Additional Information
All your information will be kept confidential according to EEO guidelines.
Contact Andrew McAlpine: ************ or ***********************************
$36k-49k yearly est. Easy Apply 60d+ ago
Mortgage Loan Processor
Perfect Fit Loans
Loan processor job in Sumner, WA
Job DescriptionAre you an experienced, detail-oriented mortgage loanprocessor who can successfully aid applicants in navigating the mortgage lending process? If so, we are looking for you! We are currently seeking a skilled and high-producing mortgage processor to work with the mortgage loan officers on our team. If you're interested in a dynamic position on a well-established and successful lending team, look no further; apply now!Responsibilities
Liaise between the mortgage lending underwriting department, mortgage loan originators, real estate agents, and applicants to facilitate loan approval
Obtain property documentation to process mortgage loan files, including appraisals, inspections, title searches, site surveys, contracts, and property tax records
Put together loan packages and submit to lender underwriting for approval or denial
Decide the creditworthiness and complete the mortgage loan application by working with the borrower to obtain necessary and verified financial documentation, such as credit reports
Assist borrowers in determining the best mortgage type based on interview and situation
Qualifications
Must have Experience in Processing mortgage and home loans
We are a team with a strong culture and as such require all team members to work in our Sumner Washington office. This position is not for remote
Superb analytical skills, time management skills, and attention to detail
Must have excellent written and verbal communication skills
High school diploma or GED required - Associate's degree in accounting, finance, or business preferred
2 years minimum experience in loan processing required
FHA, FHLB, FNMA, or VA loan product knowledge and mortgage lending experience required
Compensation$54,000 - $62,000 DOE Come grow with us. Apply today!
$54k-62k yearly 26d ago
Sr. Loan Originator
Wealthfront 4.6
Loan processor job in Seattle, WA
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
Support and educate clients as they work through the intake process and finalize their loan closing
Ensure all initial application data and documents are accurate and complete before submitting to Processing
Act as primary point of contact and set clear client expectations on timelines and requirements
Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
Mastery of all loan types available
Manages leads with intricate profiles including complex self-employment and asset structures
Proactively structures loans to meet program requirements before submission to processing
Identifies friction points during the process and proposes solutions to Management
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
Mortgage Loan Originator License
4+ years of experience
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: $70,000 - $88,000 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.
$70k-88k yearly Auto-Apply 60d+ ago
Loan Processor
Crosscountry Mortgage 4.1
Loan processor job in Lacey, WA
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 LoanProcessor 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 LoanProcessor 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 LoanProcessors 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:
* High School Diploma or equivalent.
* Minimum of 5 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: $24.03 - $28.84
* Bonus Eligible
* 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 ***************************
$24-28.8 hourly 5d ago
Home Loan Specialist I
Solomonedwards 4.5
Loan processor job in Olympia, WA
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Loan Officer
Caliver Beach Mortgage
Loan processor job in Bellevue, WA
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.
$38k-51k yearly est. 60d+ ago
Loan Originator
Wealthfront 4.6
Loan processor job in Seattle, WA
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
Support and educate clients as they work through the intake process and finalize their loan closing
Ensure all initial application data and documents are accurate and complete before submitting to Processing
Act as primary point of contact and set clear client expectations on timelines and requirements
Responsible for timely delivery of initial loan disclosures and adherence to all regulatory requirements
Operates independently on standard files and escalates to Team Leads as needed for scenario questions or guideline interpretation
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
Mortgage Loan Originator License
2+ years of experience
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: $56,000 - $70,000 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.
$56k-70k yearly Auto-Apply 60d+ ago
Loan Processor
Crosscountry Mortgage 4.1
Loan processor job in Lacey, WA
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 LoanProcessor 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 LoanProcessor 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 LoanProcessors 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:
High School Diploma or equivalent.
Minimum of 5 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: $24.03 - $28.84
Bonus Eligible
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 ***************************
$24-28.8 hourly Auto-Apply 7d ago
Mortgage Closer
Solomonedwards 4.5
Loan processor job in Olympia, WA
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Mortgage Closer for one of its mortgage clients to play a vital role in the final stages of the mortgage lending process. You will ensure a smooth and efficient closing experience for all parties involved.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Review and analyze loan data, ensuring accuracy and completeness.
- Prepare and assemble closing documents, including the final closing disclosure and settlement statements.
- Communicate effectively with borrowers, loan officers, processors, title companies, and other parties involved in the transaction.
- Coordinate closing logistics, scheduling signings, and ensuring all necessary documentation is accurate.
- Ensure compliance with all federal, state, and investor loan closing regulations.
- Maintain accurate closing schedules and deadlines.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.
Job Ref: 141863
### Place of Work
On-site
### Requisition ID
141863
### Application Email
****************************
How much does a loan processor earn in Lakewood, WA?
The average loan processor in Lakewood, WA earns between $32,000 and $57,000 annually. This compares to the national average loan processor range of $28,000 to $50,000.