Loan processor jobs in Montana - 20 jobs

If you're passionate about helping local businesses buy, build, or expand their operations and enjoy the impact of local underwriting and decision making, then Clearwater Credit Union has an exciting opportunity for you as a full-time Business Loan Officer in Butte, Montana. You'll enjoy excellent benefits and a fantastic work environment, with locations across picturesque Rocky Mountain communities. The Business Loan Officer position is responsible for assisting business members with their commercial lending needs, being a resource of information for business members, and building stronger relationships in the business community. Responsibilities/Skills: Helps drive a business development effort focused on portfolio growth Interview business members, determining what their needs are, and obtaining all applicable financial and other relevant documentation to make an informed credit decision Provide excellent service by managing expectations through good communication and timely loan closings Possess a strong understanding of financial analysis, cash flow analysis, and collateral evaluation Structure and negotiate terms, analyze, and close loans Manages a loan portfolio of business members that includes monitoring credit quality by analyzing updated financial information and ensuring that loan files are updated with all necessary documentation Perform collections and workouts of troubled loans, as necessary Stay informed of regulatory requirements and changes and other internal policies Participate with local boards and volunteer for various community events Qualifications: 1-3 years of business lending experience, including time spent as a credit analyst Bachelor's degree in finance, accounting, business administration is preferred, or equivalent work experience Self-motivated with strong sales abilities Strong written and verbal communication skills required Strong organizational time management skills and problem-solving skills Excellent computer skills, including Microsoft Office Suite Salary depends on experience. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more! Position open until filled.

If you're passionate about helping local businesses buy, build, or expand their operations and enjoy the impact of local underwriting and decision making, then Clearwater Credit Union has an exciting opportunity for you as a full-time Business Loan Officer in Butte, Montana. You'll enjoy excellent benefits and a fantastic work environment, with locations across picturesque Rocky Mountain communities. The Business Loan Officer position is responsible for assisting business members with their commercial lending needs, being a resource of information for business members, and building stronger relationships in the business community. Responsibilities/Skills: Helps drive a business development effort focused on portfolio growth Interview business members, determining what their needs are, and obtaining all applicable financial and other relevant documentation to make an informed credit decision Provide excellent service by managing expectations through good communication and timely loan closings Possess a strong understanding of financial analysis, cash flow analysis, and collateral evaluation Structure and negotiate terms, analyze, and close loans Manages a loan portfolio of business members that includes monitoring credit quality by analyzing updated financial information and ensuring that loan files are updated with all necessary documentation Perform collections and workouts of troubled loans, as necessary Stay informed of regulatory requirements and changes and other internal policies Participate with local boards and volunteer for various community events Qualifications: 1-3 years of business lending experience, including time spent as a credit analyst Bachelor's degree in finance, accounting, business administration is preferred, or equivalent work experience Self-motivated with strong sales abilities Strong written and verbal communication skills required Strong organizational time management skills and problem-solving skills Excellent computer skills, including Microsoft Office Suite Salary depends on experience. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more! Position open until filled.

Commercial Loan Processor Organizational Relationships : Reports to Commercial Loan Servicing Manager Supervisory Responsibilities: N/A General Function: Process disclosures and closing disclosures for commercial loans according to regulation and WCU policy. Assist Originators with member contact regarding their loan application and any additional information needed to process the application. Offer clerical and customer service support to commercial lending department in general. Position Functions: Follow all established Commercial Lending procedures as explained and trained by appropriate Member Business Lending personnel. Maintain ongoing communication with supervisor, informing them of all pertinent problems, new developments, and other important information. Perform all relevant tasks and projects as requested and required by supervisor and department need. Answer all incoming telephone calls to Commercial Lending Department, and direct incoming telephone calls to appropriate personnel. Set up new Commercial Loan files and print loan documents for signature. Input new loan data to document preparation system from loan set-up sheets. Book loans and have loan disbursement checks prepared. Complete credit reports, flood certifications, and ordering of title insurance, appraisals and CMA for Commercial Loan Officers as needed. Perform account maintenance on loan system. Prepare extensions and modifications. Notarize documents for Members and Commercial Loan Officers as needed. Assist Loan Officers with all Commercial Loan-related issues. Oversee and follow through on all required correspondence. Maintain tracking of all financial files. Assist in maintaining supplies inventory. Maintain knowledge of all loan types, regulatory requirements, internal policies and procedures, and all Whitefish Credit Union products and services. Report to work on time and as scheduled. Perform other duties as assigned. Position Requirements: Possession of general math skills. Proficiency in Microsoft Excel. Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. Ability and willingness to interact calmly and professionally with people from all backgrounds. Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness. Ability to follow oral and written instructions. Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles. Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems. Ability to lift up to 15 lbs., with or without accommodation. Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests. Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines. Adhere to all Whitefish Credit Union policies and procedures. Protect Member and Whitefish Credit Union confidential information. Required Education and Experience: High school diploma or equivalent. 1-2 years of professional banking or credit union experience required. 1-2 years of professional experience within a lending environment preferred. This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.

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 Outside Loan Originator (“Outside LO”) is responsible for maintaining an NMLS license required under the S.A.F.E. Act of 2008, originating and processing real estate mortgage loans in accordance with CrossCountry Mortgage, LLC (“CCM”) processes and product guidelines. Job Responsibilities: Source mortgage leads. Build relationships with real estate agents and other lead sources. Analyze potential loan markets and develop referral networks to locate prospects for loans. Market CCM products to individuals and firms, promoting CCM services that may meet customers' needs. Meet with applicants to obtain information for loan applications and answer questions about the process. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Generate complete loan applications with corresponding documentation. Improve loan applications and documentation by informing the applicant of additional requirements. Help customers by answering questions and responding to requests. Handle customer complaints and take appropriate action to resolve them. Own the communication with the real estate agent or referral source. Confer with processing and underwriting to aid in resolving mortgage application problems. Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities. Mortgage coaching available. Qualifications and Skills: NMLS License Required under the S.A.F.E. Act of 2008. Experience with retail product philosophy, policy, underwriting, procedures, documentation and systems. Experience proactively soliciting new business. Encompass experience, preferred. Kowledge of all mortgage products and programs. Excellent analytical skills to evaluate credit requests and determine trends in a given marketplace. Advanced communication and collaboration skills. Proficient in standardized software applications, including Microsoft Word, Excel, PowerPoint and Outlook. 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. 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 ***************************

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

Job Description About Us At Montana Credit Union, we believe in empowering people who are dedicated to serving others and strengthening our communities. We foster a culture that values innovation, dedication, and authenticity, while supporting professional growth and encouraging new ideas. More than a place to work, Montana Credit Union is a team where your contributions are valued, your voice is heard, and your career is supported. Position Summary The Loan Officer is a trusted financial advocate at Montana Credit Union, responsible for guiding members through lending solutions that empower their financial futures. This role involves interviewing applicants, analyzing credit worthiness, approving or denying loans within authority, and ensuring members fully understand their financial options. The Loan Officer also assists with accounting services and supports other transactional needs to deliver seamless and personalized member experience. Key Responsibilities Conduct loan interviews, analyze credit worthiness using the 5 C's, and recommend appropriate lending solutions. Underwrite and decision consumer loans, including calculating DTI/GMDI and preparing clear well documented credit write ups. Close and disburse loans accurately while ensuring members understand terms and optional protection products. Open and service member accounts, cards, and related products with accuracy and professionalism. Maintain complete, compliant loan files and documentation in alignment with credit union policies and regulations. Identify and escalate potential fraud or risk concerns while adhering to regulatory and internal standards. Deliver exceptional member service by educating members, building relationships, and matching products to individual needs. Support branch operations by resolving account issues, assisting teammates, and contributing to continuous process improvements. Qualifications High school diploma or equivalent required. 1-2 years of experience as a loan officer or in a financial services/lending role preferred. Salary & Benefits Pay Range: $20.50 - $22.00 hourly DOE Comprehensive benefits package including medical, dental, and vision insurance, retirement plan, and paid time off.

Leaf Home is looking for experienced, in-home sales closers to demonstrate our Patented Leaf Filter products. This is 1099 position and averages 30 hours a week of work. We provide all appointments, no cold calling. 1 hour radius of travel from our field office. The LOWEST earning representative in this market made $85,000 in 2024. The HIGHEST earning rep in this market made $317,000 in 2024. If you are currently working in sales and want to make more money with less hassle and stress just simply apply directly through this AD. Below are the stats for the company nationwide. Job Types: Full-time, Contract Pay: $85,000.00 - $300,000.00+ per year Benefits: Employee discount Flexible schedule Professional development assistance Pre-scheduled leads Compensation Package: 1099 contract Bonus opportunities Commission pay Uncapped commission Schedule: No nights Weekends as needed Work Location: On the road

Leaf Home is looking for experienced, in-home sales closers to demonstrate our Patented Leaf Filter products. This is 1099 position and averages 30 hours a week of work. We provide all appointments, no cold calling. 1 hour radius of travel from our field office. The LOWEST earning representative in this market made $85,000 in 2024. The HIGHEST earning rep in this market made $317,000 in 2024. If you are currently working in sales and want to make more money with less hassle and stress just simply apply directly through this AD. Below are the stats for the company nationwide. Job Types: Full-time, Contract Pay: $85,000.00 - $300,000.00+ per year Benefits: * Employee discount * Flexible schedule * Professional development assistance * Pre-scheduled leads Compensation Package: * 1099 contract * Bonus opportunities * Commission pay * Uncapped commission Schedule: * No nights * Weekends as needed Work Location: On the road

Job DescriptionOur real estate office is seeking a transaction coordinator who can effectively assist our valued home buyers and sellers from contract to close. You'll work to make sure home inspections are arranged, assist with escrow documentation, schedule inspection appointments and repairs, and assure offers and counteroffers are approved. Applicants should enjoy helping people and continually learning how to streamline our process. Sound like something you'd love? Apply now!Compensation: $60,000 - $90,000 yearly Responsibilities: Manage transaction contracts from both home buyers and sellers to close the deal in a timely manner Ensure inspections are scheduled and assist with negotiating and completing any necessary repairs Arrange for and attend events regarding the closing process, including moving schedules Enter client information into the client database system and submit appropriate documentation to the office broker for file compliance and keep track of transaction activity Aid real estate agents, clientele, and other stakeholders with paperwork and ensure the completion of all escrow documents, such as appraisals, titles, and mortgage loans Work in our IDEAL office in Kalispell, MT Qualifications: Candidates should be organized and able to communicate written and verbal information to clients accurately and clearly Driven by a desire to provide excellent customer service and a great customer experience Previous experience in transaction management, transaction coordination, real estate, titles, or mortgages highly valued Already a licensed realtor or is pursuing real estate license High school diploma or GED required, preferably some college experience About Company Brody Broker has been involved in the real estate business for over two decades. He originally started as an investor in the Seattle market, then later became involved in building and developing. He became licensed as a broker in 2005. Since then, it has sold more real estate than any other individual REALTOR™ on the Olympic Peninsula and has been consistently ranked in the top teams in the state and the nation. With business expansion into Montana, Brody and his team have pioneered an ideal real estate brokerage. IDEAL is a successful platform aimed at delivering world-class marketing for clients, a positive environment for our agents, great training, and cutting-edge technology. The goal is to enrich lives through real estate, help agents flourish in the industry, and support our local communities. Join us!

Job Title: Welcome Center Staff -CLOSER Y Job Grade 4 Hours: Working a Minimum of 30+ Hours/week - Saturday-Fridays 2:00 P.M.-10:00 P.M. APPROX. FLSA Status: Full-Time, Non exempt Wage: $17.00-19.00/hr or doe Reports to: Dir. of Program and Member Services Probation: Subject to a 12-month introductory (probationary) period POSITION SUMMARY: The Welcome Center Staff provides excellent customer service to all people in the YMCA. Serves as primary point of contact for all information inquiries. Maintains secure use of facility to members and guests. Provides accurate information regarding Y membership, programs, financial assistance and cause. Processes transactions involving program registration and receipting of registration fees. Works to help train Welcome Center I staff members. Must be able to thrive in an environment with multiple activities occurring at once. Works independently with general supervision. ESSENTIAL FUNCTIONS: · Provides a quality experience for everyone who accesses or contacts the Y · Greets and acts professionally toward all members, prospective members, program participants, staff and volunteers when entering the building and wishes them well when exiting the building · Learns member's names and uses them frequently, establishes and maintains a working relationship with all members on a one-to-one basis · Introduces members to other members and staff, involves members in other YMCA activities and volunteer opportunities · Promotes the YMCA mission and cause in all interactions · Uses Listen First skills effectively · Gives detailed tours to prospective members utilizing Listen First skills · Is able to enroll members of all types, set up payments, assist with membership changes, add units in Daxko, perform background checks · Is able to perform more complex actions on member accounts, does upgrades/downgrades, schedules payments, adds fees and adjustments, merges and moves members, reactivates memberships · Accesses schedule information, enters program registrations, makes payments on accounts including discount adjustments, makes sales and use of guest passes and gift cards · Provides financial assistance information, reviews financial assistance applications for completeness, sets up financial assistance memberships, and calls, notes and files approved and pending applications, creates childcare tax statements as needed. · Can do close outs and drops, balances and reports daily monies of his/her shift · Provides program registration and information, provides membership information and enrolls new members, knows how to admit national and away members · Answers and directs, transfers, parks phone calls and can use paging system · Assist with Accounts Receiveable -phone calls to members · Use other computer programs in use by the Y, such as Playerspace and Facility Dude · Responds to the concerns of members and others and directs to appropriate person when needed · Attends staff meetings and trainings, as scheduled · Assists other staff in emergencies · Works a minimum of 30 hours per week in regular shifts to remain up-to-date and able to communicate YMCA goals, program offerings and events to members, participants and potential members · Knows the work schedule and reports to work on time or finds an approved substitute, completes timesheet on a daily basis. · Completes required child sexual abuse prevention training, comply with legal and ethical obligation as a mandatory reporter of suspected child abuse, and cooperate fully with any investigation of such abuse · Can independently train other WC staff on computer programs and other Member Service duties as assigned. · Performs other duties as assigned. FULL TIME BENEFITS: Y full time employees receive a free family membership with discounts to Y classes and programs, paid holidays, vacation and sick time, paid life insurance, group health, vision and dental insurance (employee contribution required), and retirement plan contributions after sufficient time worked. OUR CULTURE: At the Missoula Y, we strive for a better us by strengthening our community, every day. We are welcoming: we are open to all, a place where you can belong and become. We are genuine: we value you and embrace your individuality. We are hopeful: we believe in you and your potential to create change in the world. We are nurturing: we support you in your journey to develop your full potential. We are determined: above all, we are on a quest to make our community stronger, beginning with you. Apply at ********************************** Requirements QUALIFICATIONS: Preferred - High school diploma or equivalent or combination of education and experience Required - Must complete Child Abuse Prevention training prior to starting and have or obtain CPR certification within first 60 days of employment Required - Successful experience in public relations, reception, sales or customer service Required - Open, friendly personality with strong interpersonal skills Required - Basic math and computer skills WORK ENVIRONMENT AND PHYSICAL DEMANDS: Must be friendly and make all people feel welcome, working with various and different personalities Must be able to maintain confidentiality with a high degree of tact and discretion required Must be able to establish and maintain harmonious relationships with other staff members, leaders, volunteers, members, participants, parents and the general public Interpret and enforce all safety and health regulations, have the visual and auditory ability to respond to critical situations and physical ability to act swiftly in an emergency Ability to speak concisely and effectively communicate needs, communicate clearly with members and guests of all ages and company personnel Versatility, flexibility, and a willingness to work enthusiastically within constantly changing priorities Ability to exercise sound judgment and handle conflicts in a timely and professional manner Must be able to occasionally work varied shifts dependent on events and staffing needs Must be able to work autonomously within the Y core values of Caring, Honesty, Respect and Responsibility Must be able to meet minimum requirements and perform functions of the position with or without reasonable accommodation Ability to attend all trainings and meetings as required even if scheduled outside normal working or regular scheduled hours. Present a clean, well-groomed appearance Must be able to walk or stand, and for long periods of time throughout the duration of the shift. Occasionally requires bending, leaning, kneeling or sitting. Exposure to communicable diseases and bodily fluids. Occasionally must be able to lift and carry supplies and equipment weighing up to 25 pounds, or up to 50 pounds with assistance YMCA LEADERSHIP COMPETENCIES: Communication & Influence: listens and expresses self effectively and in a way that engages, inspires, and builds commitment to the Y's cause

Commercial Loan Processor Organizational Relationships: Reports to Commercial Loan Servicing Manager Supervisory Responsibilities: N/A General Function: Process disclosures and closing disclosures for commercial loans according to regulation and WCU policy. Assist Originators with member contact regarding their loan application and any additional information needed to process the application. Offer clerical and customer service support to commercial lending department in general. Position Functions: Follow all established Commercial Lending procedures as explained and trained by appropriate Member Business Lending personnel. Maintain ongoing communication with supervisor, informing them of all pertinent problems, new developments, and other important information. Perform all relevant tasks and projects as requested and required by supervisor and department need. Answer all incoming telephone calls to Commercial Lending Department, and direct incoming telephone calls to appropriate personnel. Set up new Commercial Loan files and print loan documents for signature. Input new loan data to document preparation system from loan set-up sheets. Book loans and have loan disbursement checks prepared. Complete credit reports, flood certifications, and ordering of title insurance, appraisals and CMA for Commercial Loan Officers as needed. Perform account maintenance on loan system. Prepare extensions and modifications. Notarize documents for Members and Commercial Loan Officers as needed. Assist Loan Officers with all Commercial Loan-related issues. Oversee and follow through on all required correspondence. Maintain tracking of all financial files. Assist in maintaining supplies inventory. Maintain knowledge of all loan types, regulatory requirements, internal policies and procedures, and all Whitefish Credit Union products and services. Report to work on time and as scheduled. Perform other duties as assigned. Position Requirements: Possession of general math skills. Proficiency in Microsoft Excel. Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. Ability and willingness to interact calmly and professionally with people from all backgrounds. Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness. Ability to follow oral and written instructions. Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles. Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems. Ability to lift up to 15 lbs., with or without accommodation. Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests. Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines. Adhere to all Whitefish Credit Union policies and procedures. Protect Member and Whitefish Credit Union confidential information. Required Education and Experience: High school diploma or equivalent. 1-2 years of professional banking or credit union experience required. 1-2 years of professional experience within a lending environment preferred. This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.

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 Mortgage Loan Officer is responsible for generating and converting leads-including inbound premium leads-into funded loans by promoting CrossCountry Mortgage's competitive mortgage products, services, and programs. This position proactively develops new business opportunities, consults with customers about their current and future financing needs, collects and reviews all required loan documentation, and maintains minimum standards for production and quality. Job Responsibilities: Establish a presence for CCM, including but not limited to, converting incoming leads. Analyze current rates and programs to provide accurate and timely information to borrowers. Negotiate terms and conditions with borrowers. Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications by phone. Manage personal pipeline to ensure service standards and financial goals are met. Actively develop and nurture referral relationships to drive sustained business growth and enhance lead generation efforts. Participate in office-sponsored training and networking events to support referral source engagement. Learn various borrowing programs and processes and stay current with changes and new products. Learn and utilize various in-house technical systems and programs. Evaluate credit requests and determine trends in a given marketplace. Comply with all applicable federal and state compliance guidelines relative to the position. Available to work varying hours and overtime if needed. Qualifications and Skills: Minimum of 1 year of sales experience or origination experience in a consumer direct or call center environment. Experience collecting and analyzing borrower income and negotiating skills. Experience proactively soliciting new business. Knowledge of retail product philosophy, policy, underwriting, procedures, documentation and systems. Experience converting leads and in-bound calls, preferred. NMLS License under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”) *. State License under the terms of the SAFE Act*. Excellent analytical skills. Excellent communication and collaboration skills. Proficiency in standardized software applications, including Microsoft Office Suite (i.e. Word, Excel, PowerPoint and Outlook) 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. 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 ***************************

Clearwater Credit union is now accepting applications for a full-time Real Estate Loan Officer in Butte, MT. We're looking for an outgoing, service-oriented individual to join our team as a Real Estate Loan Officer. This position is responsible for helping members with their home lending needs and being a resource for information. Position Qualifications: Excellent customer service Ability to work within precise standardized guidelines Strong decision-making skills Close attention to detail Reliable team player Knowledge of Conventional and Government loans Knowledge of real estate law and secondary market guidelines Proven record of effective networking and business development 2+ years of experience in lending Base salary with production incentives. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more!

Clearwater Credit union is now accepting applications for a full-time Real Estate Loan Officer in Butte, MT. We're looking for an outgoing, service-oriented individual to join our team as a Real Estate Loan Officer. This position is responsible for helping members with their home lending needs and being a resource for information. Position Qualifications: Excellent customer service Ability to work within precise standardized guidelines Strong decision-making skills Close attention to detail Reliable team player Knowledge of Conventional and Government loans Knowledge of real estate law and secondary market guidelines Proven record of effective networking and business development 2+ years of experience in lending Base salary with production incentives. Clearwater Credit Union is an equal opportunity employer and offers over 25 benefits beyond salary, including health insurance, PTO, 401(k) match, paid volunteer time and more!

Vision Our people, philosophy and the way we do business have positioned Stockman Bank as Montana's premier financial center for business leaders, agriculture operators, commercial developers and real estate owners. We are a Montana-born company, built on western values, focused on creating long-standing relationships through integrity, expertise and results. Our offices are locally managed and community-oriented, allowing us to best serve our customers. Our workforce is well trained and competent and our work environment encourages productivity, personal growth and job satisfaction. Position General Responsibilities : Develop residential real estate loans. Support in Home Equity area and Credit Line when appropriate. Represents the Bank in community activities. Employees Supervised : None Education, Experience and Certification Requirements Note: Only minimum responsibilities are listed. Other responsibilities may be required as requested by management. Basic Qualifications: 1. Strong commitment to providing exceptional customer service. 2. Minimum 1-3 years in Real Estate Lending/Originating. 3. Knowledge of secondary markets and packaging of real estate loans. 4. Have strong group of local contacts for business development. 5. Four years of post-secondary education or equivalent combination of education and experience. 6. Strong communication and organizational skills. Dimension of Job : Handle the origination, recommendations and processing for real estate loans and development of new business. Position Specific Responsibilities, Duties and Competencies Real Estate Lending Functions: Originates, recommends and begins processing of residential real estate (FHA, VA, secondary market) requests. Possesses the necessary underwriting skills to determine eligibility of applicants to qualify for conventional FHA/VA loan programs. Detailed knowledge of secondary markets for real estate loans. Detailed knowledge of various other loan programs for the Bank's, including construction loans. Real Estate Underwriting, Sales, Funding & Processing: On-going assessment of Bozeman Real Estate Market to create an effective and competitive market. Communication with the Processing Center to provide the necessary tools to compete in the Bozeman market. Work in conjunction with the Department Manager to develop and implement effective retail marketing programs. For full description, which includes physical mental demands please see attachment.

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

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 Outside Loan Originator (“Outside LO”) is responsible for maintaining an NMLS license required under the S.A.F.E. Act of 2008, originating and processing real estate mortgage loans in accordance with CrossCountry Mortgage, LLC (“CCM”) processes and product guidelines. Job Responsibilities: Source mortgage leads. Build relationships with real estate agents and other lead sources. Analyze potential loan markets and develop referral networks to locate prospects for loans. Market CCM products to individuals and firms, promoting CCM services that may meet customers' needs. Meet with applicants to obtain information for loan applications and answer questions about the process. Analyze applicants' financial status, credit, and property evaluations to determine feasibility of granting loans. Explain to customers the different types of loans and credit options that are available, as well as the terms of those services. Generate complete loan applications with corresponding documentation. Improve loan applications and documentation by informing the applicant of additional requirements. Help customers by answering questions and responding to requests. Handle customer complaints and take appropriate action to resolve them. Own the communication with the real estate agent or referral source. Confer with processing and underwriting to aid in resolving mortgage application problems. Maintain job knowledge by participating in educational opportunities, reading professional publications, maintaining personal networks, and participating in professional organizations. Regularly participate in activities in connection with mortgage sales, including but not limited to attend closings, open houses, and/or conduct CCM seminars/trainings and other lead-generating activities. Mortgage coaching available. Qualifications and Skills: NMLS License Required under the S.A.F.E. Act of 2008. Experience with retail product philosophy, policy, underwriting, procedures, documentation and systems. Experience proactively soliciting new business. Encompass experience, preferred. Kowledge of all mortgage products and programs. Excellent analytical skills to evaluate credit requests and determine trends in a given marketplace. Advanced communication and collaboration skills. Proficient in standardized software applications, including Microsoft Word, Excel, PowerPoint and Outlook. 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. 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 ***************************

Mortgage Loan Processor I Organizational Relationships : Reports to Mortgage Loan Servicing Supervisor Supervisory Responsibilities: N/A General Function: Process early disclosures, re-disclosures, and closing disclosures for consumer real estate loans according to regulation and WCU policy. Assist Originators with member contact regarding their real estate application and any additional information needed to process the application. Scrub application & information in Mortgage Bot for accuracy and completeness. Offer clerical and customer service support to all members of mortgage lending departments. Position Functions: Assist Mortgage Lending Department staff on a daily basis and assist Member Business Lending Department as needed. Process and disclose Loan Estimates, re-disclosures, closing disclosures, and loan closing documents. Scrub real estate applications in mortgage lending software system to verify accuracy and completeness of application and supporting documents (tax returns, W2's, etc.) Serve as liaison between Member and Originator for missing or incomplete information needed to process the real estate application. Assist with processing of real estate restructures, including but not limited to document processing, obtaining and adding restructure information to member accounts as needed. Prioritize loan pipeline at the beginning of each workday to determine most important and time-sensitive tasks and projects; check pipeline at the end of each workday, to determine which tasks need to be done as soon as possible on the following workday. Work closely with Title Specialists to prepare closing disclosure and closing documents for review in order to ensure accuracy. Address compliance alerts and coordinate with Quality Assurance team to prepare any documentation needed for correction. Report to work on time and as scheduled. Perform other duties as assigned. Position Requirements: Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential. Ability and willingness to interact calmly and professionally with people from all backgrounds. Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness. Ability to follow oral and written instructions. Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others' work styles. Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems. Ability to lift up to 15 lbs., with or without accommodation. Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests. Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines. Adhere to all Whitefish Credit Union policies and procedures. Protect Member and Whitefish Credit Union confidential information. Required Education and Experience: High school diploma or equivalent. 1-2 years' professional experience with accounting or lending procedures preferred. This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.

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