Loan processor jobs in New York - 207 jobs

Job DescriptionBenefits: Company parties Competitive salary Dental insurance Health insurance Vision insurance Company: iAdvance Now LLC Job Type: Full-Time Compensation: $65,000 - $85,000 annually commensurate with experience Responsibilities Collect and review client documents for completeness and accuracy Prepare loan packages for submission to lenders Track loan files and manage the processing pipeline Communicate with lenders to follow up on files, conditions, and approvals Work with clients to gather any additional documentation needed Maintain accurate notes in CRM or loan management systems Help troubleshoot and escalate files when necessary Qualifications 1+ years of experience in commercial loan processing, mortgage loan processing or bank loan processing Strong organizational and multitasking skills Excellent communication and follow-up ability Experience using CRM tools and basic digital document systems Knowledge of underwriting and lender guidelines is a plus What We Offer Competitive pay + performance bonuses Opportunity to grow with a high-volume, expanding shop Training on lender portals and process if needed Benefits: Health, Dental & Vision Insurance. Paid time off.

Wealthfront is seeking a mortgage loan processor 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.

Empowered to live. Inspired to work. Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally. How we support you: Hybrid model - up to 50% work from home Flexible schedules including ample flexibility in the summer months Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match) Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off Learning and development programs Mentorship programs Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.) Professional membership/certification reimbursement and more! Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs. To learn more about Compeer Financial visit ************************ Where you will work: This position offers a hybrid option to allow for occasional remote work, primarily working out of the Mankato or Rochester, MN office locations. The contributions you will make: Facilitates the client journey through the processing of new PCA loans, including all aspects of product delivery before, during and after closing. Serves as a client point of contact, establishing strong relationships through exceptional levels of service. Maintains a high degree of accountability throughout the loan life cycle, including aggregating and organizing all loan documentation, retaining accurate and complete electronic files, completing loan due diligence tasks, preparing loans for booking and completing post-close activities. A typical day: Loan Processing and Client Service Serves as a client point of contact, establishing strong relationships through exceptional and consistent service. Proactively identifies client needs and resolves a variety of requests via phone, online and in-person to ensure a positive and consistent experience. Collaborates with the Sales Team across all Compeer locations to obtain pre-qualification information, including gathering prospect or client information (e.g. drivers' licenses, financials, information pertaining to scope of operations, and entity documentation) necessary to qualify a loan opportunity. Works proactively with Sales across regions in order to meet tight deadlines. Prepares accurate operating and term loan documents for new loans, from the point of loan application through loan finalizing to include monitoring of closing conditions, ensuring accuracy. Serves as the Deal Champion on all submitted loans by having a broad working knowledge of Association processes and policy. Assists in following Territorial Concurrence procedures, ensuring compliance with regulations. Ensures accuracy of loan pricing and fees and document any exception approvals; prepares rate lock agreement and monitor closing deadlines. Completes loan verification requirements related to loan documents, reviews entity and trust documentation and ensures compliance with applicable regulations. Partners with respective parties to ensure loan conditions are satisfied. Provides back up support to office location, as needed, in order to meet client needs. This includes but is not limited to coverage during business hours. Post-Closing Activities Approves money movement and books loans. Uses thorough understanding of chattel collateral, following up on UCC terminations or other lien releases, obtaining vehicle titles, and ensuring first lien position. Obtains assignment of indemnity as for insurance. Maintains accuracy of the chattel tracking system and coordinate with teammates to enhance the client experience. Maintains understanding of and ensures compliance with all regulations and procedures associated with loan closing. The skills and experience we prefer you have: High school diploma or GED. Entry-level experience in loan processing or similar role. Demonstrated understanding of collateral and perfecting liens. Keen eye for detail, which ensures accuracy and compliance in all loan documentation and processing steps. Strong communication skills and ability to effectively serve as a liaison between internal and external parties. Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products. How we will take care of you: Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits. Base Pay $41,300 - $65,000 USD Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law. Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time. Click here to view federal employment laws applicable for applicants.

Job DescriptionWe are looking for an experienced senior loan processor to join our tight-knit group of mortgage professionals. The successful applicant will have years of experience in loan processing, excellent attention to detail, and a skilled approach to customer service to help our borrowers navigate the mortgage closing process. We provide the opportunities, the team, and the growth potential to help you achieve your career goals. If this sounds like the ideal job for you, please apply today!Compensation: $70,000 Responsibilities: Confirm that all loan files, credit packages, and disclosure packages comply with company lending policies, as well as state and federal lending guidelines Create and maintain the mortgage loan file, order third party documentation and reports as needed for residential home loans, and assist underwriters in clearing conditions as requested Verify the accuracy of all obtained loan documentation, such as title insurance, loan applications, appraisals, credit reports, and income and asset declarations and provide them promptly to underwriters for loan approval Be the main point of contact for title companies, mortgage loan officer/mortgage loan originator, real estate agents, borrowers, and mortgage underwriters to facilitate a timely loan closing Submit loan file documentation accurately into necessary software programs Qualifications: Federal and state home loan regulatory requirements and overall mortgage industry knowledge is essential Bachelor's degree preferred; high school diploma required Excellent attention to detail, customer service, time management, and communication skills are needed Knowledge of current residential mortgage loans such as FNMA, FHA, VA, USDA, and Conventional is crucial -- Commercial loan and Refinance loan knowledge is an added asset 2-3 years experience with a mortgage company, mortgage banker, or mortgage lender as a mortgage loan processor is needed About Company Why Join OMNI Mortgage? When you join us, you're not just stepping into a job; you're joining a mission. OMNI Mortgage is dedicated to empowering loan officers to achieve the kind of success that changes lives. We provide the top-tier resources, exclusive access to elite agents, and best-in-class coaching to ensure you're equipped to succeed at the highest level.

At R&J Capital we believe in serving customers with honesty, integrity and competence. We are a highly revered mortgage brokerage firm providing services in New York, New Jersey, Florida, Connecticut, Pennsylvania, North Carolina, Texas, Maryland, California, Colorado & Indiana and continuing to expand. Join us and work for a company that is focused on success, growth and out of the box solutions. Skills & Experience Skills Three year's relevant mortgage processing or underwriting experience Experience with mortgage loan software programs Verbal and written communication skills Good interpersonal and customer service skills Time-management and organization skills Ability to meet strict deadlines Ability to explain technical concepts in simple terms Ability to work in a fast-paced environment Willingness to learn new concepts to grow and advance Experience Responsibilities Monitor and manage large pipeline to ensure timely funding of loans Evaluate and assess residential mortgage loan applications as assigned Perform a preliminary review of each application for compliance and completeness Run DU or LP underwriting engine as appropriate. Compare findings with loan file documentation and collect additional documentation as needed Maintain contact and support between the Loan Originator and all other departments of the company throughout the process of the loan, which may include Sales, Underwriting, Compliance, and Funding Identify any change of circumstance and prepare and deliver any required disclosures Evaluate risk of residential mortgage loan applications based on company guidelines Image and accurately organize all file documentation to comply with company and industry standards Prepare and submit completed loan files to lender's underwriting for decision based on mandated quality control guidelines and regulatory compliance Resubmit loan files to obtain clear to close status and collect prior to closing documents Be able to self-prioritize and manage large pipeline and exhibit high organization skills Provide a high level of customer service to internal and external customers Update loan milestones within one business day of the event Other duties as assigned This is a fulltime position Hiring Insights job activity Posted 30+ days ago R & J Capital Group

Job Description Mortgage Broker located in Westchester County, N.Y, looking for a Loan Processor. Are you an experienced, detail-oriented mortgage loan processor who can successfully aid loan officers in navigating the loan process? Our mortgage brokerage is interested in hiring a highly productive mortgage loan processor for our seasoned loan officers. The successful applicant will be responsible for managing the loan process, from origination to close, while paying close attention to the compliance of current lending policies and regulations. If you are a detail-oriented processor with a track record of accurate and timely mortgage approvals, we invite you to apply today! Compensation: $65,000 - $75,000 yearly Responsibilities: Act as a liaison between applicants, mortgage brokers, loan officers, real estate agents, and mortgage lending underwriters to help further loan approval. Work with the borrower to gather financial information and verify the accuracy of the loan officer's application. Assemble and submit loan packages to the lender underwriters for approval. Adhere to all lending and regulatory guidelines and policies while preparing the loan file for submission to underwriting. Qualifications: Experience in mortgage lending and knowledge of loan types, such as Conventional , FHA ,VA and Non QM loans required. Must possess exceptional attention to detail, as well as strong analytical and time management skills. At least 5 years of loan processing experience required. Excellent written and verbal communication skills are a requirement. About Company We are currently licensed in NY, NJ, CT, and Florida. We utilize industry-leading technology along with a great workflow to provide clients with a process that is simpler, faster, and easier. In addition, we value individuals who are interested in being part of a company culture that strives to be the best! We provide value to our team by focusing our energies on bringing in high-quality leads, closing with a >90% conversion rate, and providing the latest AI-driven technology to help you stay on top of clients and leads.

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 7,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture. A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down. CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program. Position Overview: The Loan Processor is responsible for providing quality customer service by obtaining necessary documentation to underwrite the loan and orders third party documentation by communicating directly with the customer and/or Loan Officer. The Loan Processor provides proper disclosures when required by applicable local, state, and federal regulations. Job Responsibilities: Perform a thorough review and analysis of borrower's credit, employment, income, and assets as required by the loan program before submitting to underwriting. Assemble the complete loan package in proper order for underwriting. Verify all required documentation (pre-underwrite) in the file. Complete the required loan checklist. Verify that an application is complete and accurate; identify any potential issues that may arise in underwriting. Prepare a loan approval summary, Forms 1008 and 1003, and ensure the accuracy of all the information printed on the documents; communicate directly with the Loan Originator, customer, and Underwriter to obtain initial and any missing documentation required to qualify for the loan. Review loans for compliance with all mortgage-related regulations (RESPA, TIL, HMDA, Reg. B, etc.) and prepare required disclosures. Communicate with various companies to obtain Property Survey, Flood Certificate, Title Commitment, and payoff information. Verify that vendor orders are complete, invoices are received and in the applicant's E-file. Manage pipeline by completing and submitting reports within allotted turn-around times. Assist set-up of loans. Document all communication related to the loan application in the conversation log. Train and assist supervision of new Loan Processors and other processing personnel. Assist closing, secondary marketing, and loan servicing to obtain and clear outstanding suspense items from CrossCountry Mortgage investors. Available to work varying hours and overtime if needed. Qualifications and Skills: 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: 26.44 - 28.84 Bonus Eligible if applicable The posted pay range considers a wide range of compensation factors, including candidate background, experience and work location, while also allowing for salary growth within the position #LI-CCMREC CrossCountry Mortgage, LLC offers MORE than a job, we offer a career. Apply now to begin your path to success! careersatccm.com CrossCountry Mortgage, LLC strives to provide employees with a robust benefit package: ********************************** California residents: Please see CrossCountry's privacy statement for information about how CrossCountry collects and uses personal information about California applicants. CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual's association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion. CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit ***************************

We are hiring for a Loan Processor! In this full-time opportunity, you'll processes requests for loans and distributions enrollments and eligibility and vesting from 401(k) accounts. To be considered for this position, please have minimum of 2 year customer service experience with analytical/mathematical background and experience with Microsoft Word Excel. Does this describe you? Apply today! Position Details: Full time, contract M-F schedule days Reviews and processes lump sum and rollover distribution requests Reviews and processes first level involuntary distribution of plan assets to participants Researches the missed loan payment report to ensure timely and accurate repayments for participant loans. Updates plans and enrollment changes in Retirement Services to ensure accuracy of the data. Research and resolve basic projects requested by other 401(k) Operations Competitive hourly rate

Since 1999, Premium Mortgage Corporation has been providing residential mortgages across New York State and beyond, offering competitive interest rates and a wide variety of loan programs to fit the needs of homebuyers. Headquartered in Rochester, NY we have offices throughout New York and Florida, and are licensed in AL, CT, FL, MA, NE, NJ, NY, OH, PA, SC, TN, TX, and VT. As a mortgage lender, our number one goal is for every customer to feel comfortable, informed, and well taken care of. After all, a mortgage isn't just a transaction to us. It's a partnership for life. We accomplish this level of customer satisfaction by employing top tier talent-all of whom take part in our employee engagement program called the Premium Experience. This program allows our team members to live out our core values, while supporting them with opportunities for professional and personal growth. With hundreds of team members living out the Premium Experience every day, they are the driving force in making Premium Mortgage Corporation a leading lender in the communities we serve. All positions with Premium Mortgage operate on a Hybrid work schedule unless an exception has been granted by Upper Management. This posting is an evergreen posting. While the posting is open for applications, we may not be actively filling this roll. The Processor obtains, processes, and reviews all required loan documentation in compliance with the company's established deadlines. Job Duties: The Processor will be responsible for completing the following job duties. This job description reflects management's assignment of essential functions; and nothing in this herein restricts management's right to assign or reassign duties and responsibilities to this job at any time. Currently (or will be within the first year of hire) trained and approved to process the following loan types: Conventional, FHA, USDA, VA, Construction END loans, Jumbo, and Portfolio. Reviews all documentation necessary for Loan Approval for accuracy, completeness, and tracks all data in origination software (Encompass) Quickly and efficiently answers questions from consumer throughout the mortgage process Stays up to date on changing rules and regulations pertaining to Conventional, Government-insured mortgages, and all other products offered by Premium Mortgage. Processes verifications for credit items, including, but not limited to: Employment, Asset information, Rental history, Credit reports, etc. Works closely with Underwriting and Closing departments to ensure the timely processing and quality of loan file flow Review conditions and ensure Borrower(s) is providing the correct information needed to get their loan Cleared to close. Training as needed The following qualification are required of the Processor. Education: A college degree with two years related experience and/or training. A combination of equivalent education and experience is acceptable. Experience: Previous experience in the mortgage industry with understanding of loan processing Skills: Customer service skills Time management skills Written communication skills Verbal communication skills Team player Multi-tasking Detail orientated Organizational skills Problem solving skills Independent Judgement Equipment: The following equipment is used daily by the Processor and provided by Premium Mortgage. Computer Phone Printer/copier/fax machine Excel and word programs Encompass software Working Conditions: The Processor is primarily in an office setting and maybe exposed to outdoor conditions. Premium Mortgage adheres to a hybrid work model with a requirement of 3 days in office. The working conditions are classified as sedentary work: Sedentary work - Exerting up to 10 pounds of force occasionally, and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Physical Requirements: The following is a description of the physical requirements on a daily basis for the Processor. While performing the duties of the job the employee is regularly expected to: Stand Sit Hear Walk Talk Stoop or kneel Repetitive motion This is not necessarily an exhaustive list of all responsibilities, duties, skills, efforts, requirements or working conditions associated with the job. While this is intended to be an accurate reflection of the current job, management reserves the right to revise the job or to require that other or different tasks be performed as assigned. Premium Mortgage Corporation provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. The starting base salary range for this position is $24.00 - $27.50, hourly. This is the range of the base pay only, it does not include other components that make up the total compensation package of the position. If offered a position, your total compensation package will be determined by experience, location, skills and/or education which may result in a total compensation package that falls outside the provided range.

Full-time Description Who We Are: Seneca Savings is a proud community bank that has been serving the Central New York region for over 95 years. With deep roots in the area, we're committed to exceeding expectations by delivering big bank technology with a personal touch. As a locally focused institution, our mission is to foster growth, empower success, and uplift the communities we serve, guiding our customers, employees, and partners toward achieving their financial dreams. We operate five branch locations in Baldwinsville, Liverpool, North Syracuse, Bridgeport, and Manlius, and take pride in offering a workplace culture grounded in our core values: Driven Towards Success Team Oriented Customer First Positive Attitude These values define who we are and how we work, both with each other and with the communities we proudly serve. Join our innovative team and be part of a company that's committed to delivering exceptional service, enhancing lives, and making a difference every day. Job Summary: The Commercial Loan Processor/Servicer is responsible for ensuring the accuracy and efficiency of the commercial lending process by preparing and processing loan documentation, maintaining credit and mortgage files, and managing collateral. This role also supports branch staff and commercial customers with inquiries and reporting, while ensuring full compliance with Bank policies and regulatory requirements. By providing reliable support and exceptional service, this position directly contributes to the success of the Commercial Lending team and the growth of the Bank's business relationships. Essential Job Duties and Responsibilities: (Additional duties as assigned) Support commercial relationships by troubleshooting, managing requests, and answering inquiries from customers and branch staff. Prepare, review, and process commercial loan documentation to ensure timely and accurate closings. Create and maintain credit and mortgage files using digital resources. Develop and maintain processing procedures while staying proficient with the commercial processing platform. Ensure compliance with applicable regulations and the Board-approved consolidated loan policy. Promote a positive image of the Bank by providing excellent service, fostering vendor relationships, and identifying opportunities for referrals. Perform daily rate changes, upload collateral reports to the Federal Home Loan Bank of NY monthly, and prepare quarterly reports for the Board of Directors. Maintain listings for required property inspections and request annual environmental certifications. Manage collateral including UCC filings, life insurance assignments, payoff discharges, and assist with delinquency management. Review Fiserv communications regarding the commercial platform, including system enhancements and year-end processing. Supervisory Responsibilities: None Qualification Standards: Associate's degree in business, finance, or a related field. 2-3 years of banking experience preferred, which may include branch operations, bank operations, or lending knowledge. Excellent verbal and written communication skills. Ability to interpret and summarize complex materials into clear, easy-to-follow procedures. Strong organizational, problem-solving, and time management skills with the ability to prioritize and manage multiple tasks. Proficiency with computer systems and advanced skills in word processing, spreadsheets, and data analysis. Strong interpersonal skills with a professional approach to working effectively with both internal teams and external partners. Equipment, Machines and Software Used: Basic Equipment and Machinery : Basic personal computer skills that include the ability to send/receive e-mail messages, post information to a database or spreadsheet, and perform basic word processing, bookkeeping, and/or data entry. Ability to create spreadsheets, graphics, and reports using standard software applications. Ability to operate a computer, printer, scanner, copier, facsimile machine, telephone, postage meter and calculator. Computer Software: Ability to utilize Windows Operating system, Microsoft Office Suite (Word, Excel, Outlook), Adobe Acrobat, and banking systems with the willingness to learn new software, as necessary. Physical and Mental Requirements: While performing the duties of this position, the Commercial Loan Processor/Servicer is regularly required to reach, sit, stand, walk, push, pull, lift, use fingers, grasp, feel, talk, hear, and perform repetitive motions. The physical requirements of this position call for the ability to lift, move, push, pull, or otherwise exert up to 25 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects. Close mental and visual attention required to perform work dealing primarily with preparing and analyzing data and figures, performing accounting duties, using a computer terminal, and/or extensive reading. Environmental Conditions: There is no exposure to adverse environmental conditions. Work is performed in a typical office work environment. Benefits: Paid Time Off Medical, Dental and Vision Insurance Short-Term and Long-Term Disability Insurance Accident and Critical Illness Insurance Flexible Spending and Health Savings Accounts Company Paid Life Insurance 401k with Matching (up to 5%) Employee Stock Option Plan Tuition Reimbursement Employee Discounts Opportunities For Advancement The base pay range for this position is $20.00 - $24.00 per hour. Exact offers will be determined based on job-related knowledge, skills, and experience. Salary Description $20.00 - $24.00

SUMMARY: Howard Hanna Mortgage seeks a full-time Mortgage Loan Processor. DUTIES & RESPONSIBILITIES: Review application package for required program disclosures and Company, Agency, Investor, RESPA and ECOA compliance. Maintain open line of communication with the applicant throughout the processing period, assisting them with any questions and notifying them of any additional information or documents required. Notify borrowers and Finance Manager, of underwriting decision and any condition that must be satisfied prior to title transfer. Send out all applicable approval letters to parties, borrower, finance manager, selling realtor, etc. Copy credit package and prepare file for closing department. Be sure information for insurance is in file. Maintain an accurate pipeline record and update for all loans in process. Work closely with post-closer to meet any additional requirements from investor for their completion to purchase. Work closely with Operations Manager to maintain updated QC reports, make any corrections necessary and remit to QC for review Perform all other duties and tasks as may be directed by the employee's supervisor and/or management. KNOWLEDGE, SKILLS & ABILITIES REQUIRED: Three (3) years of mortgage banking experience, preferable in loan processing High school diploma required Excellent communication skills (oral, written and phone) Ability to interact effectively with customers and other company staff to solve problems and contribute to the team Strong analytical skills with aptitude for figures Reliable, proactive, and self-motivated Exceptional attention to detail with the ability to handle multiple duties Proficient in Microsoft Office programs and data entry Manage workload and meet deadlines HowardHanna.com Howard Hanna affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.

***************************************************************************************************************************************************************** Responsible for the processing of all Consumer, Indirect, Home Equity Line of Credits and Home Equity Loans while ensuring adherence to all Credit Union policies, procedures and regulatory guidelines. ***************************************************************************************************************************************************************** ESSENTIAL DUTIES AND RESPONSIBILITIES: • Processing and document preparation of Home Equity Line of Credits, Fixed Rate Home Loans, Consumer Loans and Indirect Auto Loans. • Efficiently utilize systems such as DecisionLender4, and other relevant software to support underwriting operations. • Validate accuracy of Debt-to-Income (DTI) and Loan-to-Value (LTV) ratios, ensuring compliance with all applicable policies and procedures. • Verify that all approved or denied loan applications include the required signatures. • Ensure strict adherence to Credit Union policies, internal procedures, and all relevant regulatory guidelines. • Monitor loan files and borrower information for inconsistencies or red flags, actively identifying, reporting, and mitigating potential fraud in accordance with regulatory and internal guidelines. • Monitor and meet all Departmental performance reporting and service goals. • Interact with all necessary third-party vendors, Members, and Team Members. • Provide data and reporting required to meet HMDA reporting requirements. • Propose Lending Policy and procedural changes to the Team Lead and Centralized Lending Manager as required to enhance operational efficiencies and productivity or to meet regulatory or compliance mandates. • Cross-sell credit union products and services, including deposit accounts and loan products, to meet Members' financial needs and enhance their overall financial well-being. • Work at various branch locations as required. • Other duties as assigned. ***************************************************************************************************************************************************************** REQUIREMENTS: • Associate degree preferred or a combination of education and experience. • 3-5 years working in a financial institution, preferably in a Credit Union setting. • NMLS ***************************************************************************************************************************************************************** COMPENTENCIES: • Knowledge of consumer and real estate underwriting practices • Knowledge of Island's products and services • Excellent written and oral communication skills • Excellent organizational skills • Ability to prioritize, pay close attention to detail, and coordinate various activities simultaneously. • Ability to communicate with co-workers, management, and business contacts in a courteous and professional manner.

Full-time Description Performs all required functions as they relate to real estate loan processing, as described in duties and responsibilities. This includes managing a pending real estate loan application queue, following up with members on gathering needed information and recommending the best option to meet the member needs with the goal of approving and scheduling a closing in a timely manner. Duties & Responsibilities Process Consumer residential real estate loans, such as Home Equity LOC's & Easy Street Mortgages. Working closely with Consumer Underwriting and the Home Equity Coordinator to accurately document the important details of the loan. Review appraisals, consumer credit reports, flood certifications, title/stub searches & documentation received. Make detailed comments and present findings to Consumer Underwriting. Processes all consumer and real estate loan-closing documents, which include affidavits and payoffs. Once loan is approved, prepare commitment package. Utilize skills, knowledge and experience to best meet member needs to communicate, document and make recommendations. Maintain knowledge of credit union products and services. Organize and prioritize responsibilities as they relate to job functions. All other duties that may be assigned. Requirements Three to five years of similar or related experience in Real Estate Loan Processing. Strong organizational skills. Ability to work with members and staff tactfully and professionally, both in person and on the phone. Have general computer knowledge Excel and Word in order to create documents, letters, spreadsheets and templates. Interpersonal skills and ability to communicate clearly while handling multiple priorities. Work Schedule: Monday - Friday. 8:15am - 5:00pm, Rotating Saturdays Work Location: Fully On-Site Salary Description $20.00 - $20.50/hr

Established in 1991, Collabera has been a leader in IT staffing for over 22 years and is one of the largest diversity IT staffing firms in the industry. As a half a billion dollar IT company, with more than 9,000 professionals across 30+ offices, Collabera offers comprehensive, cost-effective IT staffing & IT Services. We provide services to Fortune 500 and mid-size companies to meet their talent needs with high quality IT resources through Staff Augmentation, Global Talent Management, Value Added Services through CLASS (Competency Leveraged Advanced Staffing & Solutions) Permanent Placement Services and Vendor Management Programs. Collabera recognizes true potential of human capital and provides people the right opportunities for growth and professional excellence. Collabera offers a full range of benefits to its employees including paid vacations, holidays, personal days, Medical, Dental and Vision insurance, 401K retirement savings plan, Life Insurance, Disability Insurance. Job Description Contract Duration: 18 months Pay rate: 20/hr The Custom Residential Real Estate Fulfillment center provides support in the following key areas: 1st Mortgages, Modifications/Renewals, Adjustable Rate Mortgage Servicing, Construction Loan Servicing and Post Close Reviews. The Closing specialist coordinates preparation of loan closing packages, including issuance of funds, closing instructions, and insures the timely and accurate closing of 1st mortgage residential loan transactions, for our UHNW Clients. Closing Specialist is to prepare and review documentation in accordance with Bank policies and procedures, to facilitate closings with our Wealth Management Clients and to ensure lien perfection. Works on routine to highly complex documentation. Interfaces with company vendors, legal counsel, line partners and clients, to ensure world-class documentation and accuracy. Maintains primary responsibility for accuracy of documentation, timely delivery of documents and necessary research requirements to ensure documentation reflects the appropriate transactional information and elimination of controllable re-work. Qualifications Experience with Mortgage closing handled real estate loan documents Additional Information If you are interested, please feel free to contact me at: Laidiza Gumera ************

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

The primary function of the Consumer Loan Specialist is to assist members with consumer and home equity loan inquiries. This also includes closing/disbursement. In addition, this role will assist in opening new deposit account products. This position is part of the Friday and Saturday rotation schedules. Essential Duties and Responsibilities: Provide information in person, by telephone, or other means from members, dealers, insurance companies, etc. concerning consumer and home equity loan services or policies. Assist by interviewing the member, obtaining proper application documents, credit reports, proof of income, etc. Assist with all member follow up through processing of the loan file. This includes, but not limited to answering member questions as well as discussions, when needed, with our service providers. Assist with reviewing and discussing any credit problems that may need to be resolved prior to approval and communicating with members. Properly and professionally receive members, either by telephone or in person. Inform member of all additional information the credit union may need such as proof of collision insurance, proof of income, etc. Preparation of closing loan documents Preparation and delivery of adverse actions and preapprovals Process loan disbursements/fundings electronically via DocuSign and Meridian Link or in person. This position will also assist in making an appointment for members wishing for an in-person disbursement. Assist with post-closing loan follow-up as needed. Properly secure necessary collateral and process all loan packages in a manner that will result in the least liability for the credit union. Assist the member toward the understanding of their financial history. Process paid unsecured and secured notes. Disburse all approved loans adhering to all policies and procedures established by CCFCU. Responsible for following all compliance and regulatory requirements when rejecting a loan application. Responsible for advising the member of the factors leading to the rejection of their loan request. Review and evaluate VISA, Personal Loan Line of Credit, and Share draft Overdraft re-issues as needed. Obtains HMDA/Data collection information Maintains up-to-date knowledge of computer enhancements. Demonstrated ability to follow any instructions and perform other related duties as may be required by management. May be required to perform internal teller transactions and opening of accounts. Trains other staff at management request. Has thorough knowledge of products and services and educates members of their availability. Adhere to safe work practices and procedures. Be neat, punctual and professional in appearance and demeanor. Always represent the best interests of the Credit Union in words and actions. Complete all required training. Other duties as assigned. Member Service: Has thorough knowledge of CCFCU products and services and educates members of their availability. Opens new accounts, to include but not limited to the following: New membership accounts, trust and business accounts Money Market transactions IRA accounts, HSA's and share certificates Share Draft accounts Debit Cards Direct deposits and payroll deposit requests Explains and educates members regarding Overdraft Privilege Program and maintains necessary paperwork per member request Performs file maintenance on above items Required Knowledge, Skills and Abilities: Deep understanding of how a credit union functions, and the value it brings to its member's and community. This includes understanding of what a Cooperative is, as that is the business models of all credit unions. Has a thorough knowledge of Credit Union Loan Policy and can discuss the various loan alternatives with the member. Has a thorough knowledge of the documents required for each loan and has the skill to obtain the required information in a friendly and efficient manner. Has a thorough knowledge of interest rates and dividends, how they are computed and disclosed, and can discuss this with the member. Has basic knowledge of all credit union programs and must thoroughly cross-sell all credit union products at every available opportunity. Provides consistent high-quality and memorable service to our members. Ability to communicate effectively both orally and in writing and generate grammatically correct written reports, letters, memorandums, etc. Excellent interpersonal communication skills and be able to establish working relationships and interact effectively with a wide range of individuals, members, and vendors. Ability to problem solve and provide solutions to member issues. Desire to build strong relationships with teammates, business partners and specialists through collaboration. Self-motivated, confident, and ability to multitask effectively. Must become a loan officer. Confidentiality: Employees are required to maintain the confidentiality of all sensitive Cornerstone CFCU, member, employee, and proprietary information both during and after their employment. If an employee has a question about the confidentiality of a particular matter, they should consult with their Manager/Supervisor or Human Resources. Any violation of this rule may subject the employee to disciplinary action, up to and including termination of employment. Qualifications: Associates degree or higher, preferred. 2 years experience in originating and/or processing Home Equity products or Consumer loan products 2-5 years financial services experience. Credit Union (preferred) or Bank. Experience with a Lending Origination Systems (LOS) preferred. Meridian Link preferred. Knowledge of Microsoft Office, including Word and Excel Bondable upon initial employment and continue to be bondable throughout term of employment. Physical Requirements: The functions of the position usually performed sitting but may require some amount of time standing. Some amount of stooping, kneeling, bending, crouching, lifting, walking, carrying and other movements may be required. Tasks involving working on a computer keyboard, typewriter, calculator, cutting, labeling and taping involve extensive wrist and hand movements. All individuals are required to be able to perform these movements without significant risk of injury to themselves or others. EOE Race/Sex/Vet/Disability Cornerstone CFCU is an equal opportunity employer that complies with the laws and regulations set forth in the following EEO Is the Law poster : **************************************************************** Cornerstone CFCU is committed to diversity, and values the ways in which we are different

SUMMARY: Howard Hanna Mortgage seeks a full-time Mortgage Loan Processor. DUTIES & RESPONSIBILITIES: * Review application package for required program disclosures and Company, Agency, Investor, RESPA and ECOA compliance. * Maintain open line of communication with the applicant throughout the processing period, assisting them with any questions and notifying them of any additional information or documents required. * Notify borrowers and Finance Manager, of underwriting decision and any condition that must be satisfied prior to title transfer. * Send out all applicable approval letters to parties, borrower, finance manager, selling realtor, etc. * Copy credit package and prepare file for closing department. Be sure information for insurance is in file. * Maintain an accurate pipeline record and update for all loans in process. * Work closely with post-closer to meet any additional requirements from investor for their completion to purchase. * Work closely with Operations Manager to maintain updated QC reports, make any corrections necessary and remit to QC for review * Perform all other duties and tasks as may be directed by the employee's supervisor and/or management. KNOWLEDGE, SKILLS & ABILITIES REQUIRED: * Three (3) years of mortgage banking experience, preferable in loan processing * High school diploma required * Excellent communication skills (oral, written and phone) * Ability to interact effectively with customers and other company staff to solve problems and contribute to the team * Strong analytical skills with aptitude for figures * Reliable, proactive, and self-motivated * Exceptional attention to detail with the ability to handle multiple duties * Proficient in Microsoft Office programs and data entry * Manage workload and meet deadlines HowardHanna.com Howard Hanna affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.

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

The primary function of the Consumer Loan Specialist is to assist members with consumer and home equity loan inquiries. This also includes closing/disbursement. In addition, this role will assist in opening new deposit account products. This position is part of the Friday and Saturday rotation schedules. Essential Duties and Responsibilities: Provide information in person, by telephone, or other means from members, dealers, insurance companies, etc. concerning consumer and home equity loan services or policies. Assist by interviewing the member, obtaining proper application documents, credit reports, proof of income, etc. Assist with all member follow up through processing of the loan file. This includes, but not limited to answering member questions as well as discussions, when needed, with our service providers. Assist with reviewing and discussing any credit problems that may need to be resolved prior to approval and communicating with members. Properly and professionally receive members, either by telephone or in person. Inform member of all additional information the credit union may need such as proof of collision insurance, proof of income, etc. Preparation of closing loan documents Preparation and delivery of adverse actions and preapprovals Process loan disbursements/fundings electronically via DocuSign and Meridian Link or in person. This position will also assist in making an appointment for members wishing for an in-person disbursement. Assist with post-closing loan follow-up as needed. Properly secure necessary collateral and process all loan packages in a manner that will result in the least liability for the credit union. Assist the member toward the understanding of their financial history. Process paid unsecured and secured notes. Disburse all approved loans adhering to all policies and procedures established by CCFCU. Responsible for following all compliance and regulatory requirements when rejecting a loan application. Responsible for advising the member of the factors leading to the rejection of their loan request. Review and evaluate VISA, Personal Loan Line of Credit, and Share draft Overdraft re-issues as needed. Obtains HMDA/Data collection information Maintains up-to-date knowledge of computer enhancements. Demonstrated ability to follow any instructions and perform other related duties as may be required by management. May be required to perform internal teller transactions and opening of accounts. Trains other staff at management request. Has thorough knowledge of products and services and educates members of their availability. Adhere to safe work practices and procedures. Be neat, punctual and professional in appearance and demeanor. Always represent the best interests of the Credit Union in words and actions. Complete all required training. Other duties as assigned. Member Service: Has thorough knowledge of CCFCU products and services and educates members of their availability. Opens new accounts, to include but not limited to the following: New membership accounts, trust and business accounts Money Market transactions IRA accounts, HSA's and share certificates Share Draft accounts Debit Cards Direct deposits and payroll deposit requests Explains and educates members regarding Overdraft Privilege Program and maintains necessary paperwork per member request Performs file maintenance on above items Required Knowledge, Skills and Abilities: Deep understanding of how a credit union functions, and the value it brings to its member's and community. This includes understanding of what a Cooperative is, as that is the business models of all credit unions. Has a thorough knowledge of Credit Union Loan Policy and can discuss the various loan alternatives with the member. Has a thorough knowledge of the documents required for each loan and has the skill to obtain the required information in a friendly and efficient manner. Has a thorough knowledge of interest rates and dividends, how they are computed and disclosed, and can discuss this with the member. Has basic knowledge of all credit union programs and must thoroughly cross-sell all credit union products at every available opportunity. Provides consistent high-quality and memorable service to our members. Ability to communicate effectively both orally and in writing and generate grammatically correct written reports, letters, memorandums, etc. Excellent interpersonal communication skills and be able to establish working relationships and interact effectively with a wide range of individuals, members, and vendors. Ability to problem solve and provide solutions to member issues. Desire to build strong relationships with teammates, business partners and specialists through collaboration. Self-motivated, confident, and ability to multitask effectively. Must become a loan officer. Confidentiality: Employees are required to maintain the confidentiality of all sensitive Cornerstone CFCU, member, employee, and proprietary information both during and after their employment. If an employee has a question about the confidentiality of a particular matter, they should consult with their Manager/Supervisor or Human Resources. Any violation of this rule may subject the employee to disciplinary action, up to and including termination of employment. Qualifications: Associates degree or higher, preferred. 2 years experience in originating and/or processing Home Equity products or Consumer loan products 2-5 years financial services experience. Credit Union (preferred) or Bank. Experience with a Lending Origination Systems (LOS) preferred. Meridian Link preferred. Knowledge of Microsoft Office, including Word and Excel Bondable upon initial employment and continue to be bondable throughout term of employment. Physical Requirements: The functions of the position usually performed sitting but may require some amount of time standing. Some amount of stooping, kneeling, bending, crouching, lifting, walking, carrying and other movements may be required. Tasks involving working on a computer keyboard, typewriter, calculator, cutting, labeling and taping involve extensive wrist and hand movements. All individuals are required to be able to perform these movements without significant risk of injury to themselves or others. EOE Race/Sex/Vet/Disability Cornerstone CFCU is an equal opportunity employer that complies with the laws and regulations set forth in the following EEO Is the Law poster : **************************************************************** Cornerstone CFCU is committed to diversity, and values the ways in which we are different