Mortgage Processor / Residential Loan Specialist
Loan processor job in Brookfield, WI
Career Opportunity for Experienced Mortgage Processor / Residential Loan Specialist with an award-winning bank recognized as a Top Workplace! If you have Mortgage Processing or Closing experience and are excited to join a great team in Brookfield, WI and make a positive impact on the community, this could be your next opportunity!
Position Summary:
• Opens mortgage loan files received from Loan Officers, including ordering appraisals, credit reports, employment verification, surveys, and title commitments.
• Monitors and completes a variety of documents to ensure accurate, compliant loan files.
• Communicates regularly with loan originators, real estate agents, and borrowers throughout the underwriting process to update on loan status.
• Provides quality customer service to clients, realtors, correspondents, loan officers, and all other bank personnel.
• Tracks loans in process to ensure file status and deadlines are strictly adhered to.
• Reviews all closing documents prior to closing to confirm accuracy, completeness, and compliance with federal regulations and requirements (FHLMA, FNMA, WHEDA, FHA, VA, private insurance, etc.).
• Assists closing agents and attorneys during a loan closing, explaining documents, answering questions, and resolving concerns as necessary.
Qualifications:
• Mortgage processing or closing and documentation experience required.
• Experience with WHEDA loans and CRA lenders a plus or willing to learn
• Bilingual Spanish / English a plus for communicating with Spanish-speaking customers.
This is an on-site position in Brookfield working 8:30am-5:00pm Monday-Friday.
#TalrooSourcepoint
Sr Title Closing Processor
Loan processor job in Wayzata, MN
Are you passionate about creating a smooth and memorable experience for homebuyers and sellers on one of the biggest days of their lives? Join our Wayzata Closing Center as a Senior Title Closing Processor and become an essential part of our closing team!
In this role, you'll prepare closing files that will be reviewed and signed at the closing table, ensuring every detail is accurate and ready for a successful transaction. You'll work side-by-side with Closers, Lenders, production staff, and Agents-collaborating as a trusted partner to make the process seamless for everyone involved.
Edina Realty Title is seeking a Sr. Title Closing Processor to join our team! Work as part of the closing team and become an integral part of our buyers' and sellers' big day. As a Sr. Title Closing Processor, you will be responsible for preparing closing files that will be reviewed and signed at the closing table. You'll work side-by-side with Closers, Lenders, production staff and Agents as a key team member. This is an in-office position and work hours are Monday through Friday 8:00 am - 5:00 pm.
Responsibilities:
Prepare and balance the closing disclosure, settlement statements and documentation necessary for closing the transaction.
Ensure that professional and proper procedures are followed in the closing of the real estate and mortgage transactions. This includes proper accounting of escrow funds, reviewing lender packages, recording packages, and correction of all if necessary.
Monitor the upcoming transaction, reviewing for completeness and compliance and ensuring all necessary information has been ordered and is accurate, i.e. payoff, abstract, title evidence, reports, mortgage documentation, and other pertinent information and review for completeness and compliance.
Ensure that title issues are resolved prior to closing.
Qualifications:
Education:
High school diploma or equivalent work experience and knowledge.
Experience:
Two to five years of real estate, mortgage or title experience.
Knowledge and Skills:
Strong computer skills.
Effective oral and written communication skills.
Must be able to work efficiently, handle deadline pressures and work as a member in a team-environment.
Effective interpersonal skills, detail-oriented, self-motivated, organized, with a customer service focus.
Effective analytical and problem-solving skills. Must possess a strong aptitude for figures.
Ability to prioritize and handle multiple tasks and projects concurrently.
Other (licenses, certifications, schedule flexibility/OT, travel, etc.):
Ability to occasionally work extra hours during peak times of the month.
Willingness to travel if needed.
Position may require a title license.
Employees working 30 or more hours per week receive many benefits, including:
Medical, dental and vision insurance
Company provided life insurance
Company provided short-term and long-term disability
401k plan with generous company match
Paid time off
Tuition reimbursement
Incentive plan
Discount programs
For nearly 70 years, Edina Realty Home Services continues to uphold the core values of honesty, integrity and commitment set by founder Emma Rovick in 1955. Employees enjoy a supportive, fun and flexible work environment that values innovation, creativity and new ideas. Management and leadership are accessible and encourage input from employees.
We think Edina Realty Home Services is a great place to work. We have consistently been named a Star Tribune Top Workplace. Come join our team!
Wage: $21.00 - $25.00 hourly; actual wage is based upon education and experience. Potential for formulary incentive plan, based on financial results.
Equal Opportunity Employer
Mortgage Loan Processor
Loan processor job in Comstock, MN
Mortgage Loan Originator Department: Mortgage Services Reports To: Assistant Vice President Mortgage Services FLSA: Exempt Date last updated: 04/01/2024 Summary Responsible for the timely, courteous, and confidential processing, closing, underwriting, and shipping of all types of mortgage loans for members by performing the following duties:
Essential Duties and Responsibilities include the following. Other duties may be assigned.
Interviews mortgage loan applicants and analyzes the information received to recommend the correct product for the applicant.
Submit the mortgage loan application to an automated underwriting system for approval. Document the loan file with accurate information and comply with all underwriting requirements as stated on the automated underwriting decision sheet.
Prepares directions for the Loan processor pertaining to the information that will be required to perfect the mortgage loan sale to the secondary market.
Communicates to the applicant, real estate agent, etc. the status of the mortgage application.
Develops and promotes good public relations within the Real Estate community and with the member base of the Sioux Falls Federal Credit Union, etc.
Reviews the completed file to assure that all mortgage processing functions are completed before and after closing for proper documentation and salability of the loan to the secondary market. Perfects the loan documentation for purchases for any loans which are suspended.
Keeps updated and current on all mortgage products, procedures, and policies.
Makes recommendations of needs for review or changes of policies and procedures relating to the mortgage lending process to the AVP Mortgage Services.
Is knowledgeable about all products available at the Credit Union and actively cross sells products to qualified members.
Assists the Marketing Department in the promotion and development of mortgage related products.
Assists in the collection of payments for all in-house mortgages which the loan officer originates.
Supervisory Responsibilities This job has no supervisory responsibilities.
Competencies To perform the job successfully, an individual should demonstrate the following competencies :
Credibility - Provides reliable and accurate information, offers fully researched recommendations, instills customer confidence, supports organizational values and policies, takes responsibility for own actions and mistakes.
Job Knowledge/Job Fit - Competent in required job skills and knowledge, exhibits ability to learn and apply new skills, keeps abreast of current developments, requires minimal supervision, Displays understanding of how job relates to others, Uses resources effectively.
Conflict Resolution - Encourages open communications, confronts difficult situations, maintains objectivity, keeps emotions under control, uses negotiation skills to resolve conflicts.
Community Relations - Participates within the community, takes leadership role in external activities, presents favorable image of organization, uses community involvement to increase business.
Achievement Focus - Sets and achieves clear and challenging goals, demonstrates persistence, and overcomes obstacles, Measures self against standard of excellence, Recognizes and acts on opportunities, takes calculated risks to accomplish goals.
Self-Management - Regulates impact of own emotions upon others, remains focused and resilient under stress, accepts criticism, and recovers quickly from setbacks, Projects realistic self-confidence in abilities.
Loan Portfolio Maintenance - Identifies qualified prospects, assesses credit risks, presents credit alternatives, keeps current with rules and regulations, maintains portfolio mix and Achieves loan results.
Sales and Service (INSPIRE SALES and SERVICE) - Displays courtesy and sensitivity, manages difficult/emotional member situations, meets commitments, focuses on & responds promptly to member needs, solicits member feedback to improve service, explains financial concepts clearly, explains product features & benefits, recommends products to members, and overcomes objections.
Requirements
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: Four-year degree in business or a related field or Two-Three years related mortgage lending experience and/or training or an equivalent combination of education and experience.
Language Skills: Ability to read, analyze, and interpret financial data, general business information and periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from managers, members, and the general public.
Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages. Must have well-developed math and problem solving skills.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to research data and make accurate decisions.
Computer Skills: To perform this job successfully, an individual should have knowledge of Internet, Spreadsheet, and Word Processing software. Should also have ability to type accurately and operate a 10-key adding machine and knowledge of automated underwriting software.
Certificates, Licenses, Registrations
Other Skills and Abilities: The employee should have a thorough understanding of all policies, regulations and procedures for regulatory and investor agencies as they pertain to the mortgage lending industry such as but not limited to knowledge pertaining to FHA, VA, Conventional and Rural Development guidelines and regulatory compliance.
Other Qualifications: The employee must have a high level of professionalism, good judgement and impartiality. They must display a courteous and helpful attitude toward members and co-workers and demonstrate the ability to develop and maintain positive relationships. They must possess effective verbal and written communications skills and be able to work in a fast-paced, production-oriented environment.
Physical Demands and Work Environment: While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is frequently required to use hands to finger, handle, or feel. The employee is occasionally required to stand; walk; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus. The noise level in the work environment is usually moderate. The physical demands and work environment described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Salary Description
$45,000-$70,000 Dep. on Exp + Sales Bonuses
Mortgage Loan Processor
Loan processor job in Beloit, WI
Key Responsibilities
Review mortgage loan applications submitted through Blend and entered into Byte Loan Origination System (LOS) for accuracy and completeness.
Verify borrower information, including income, assets, employment, liabilities, and credit reports, ensuring proper documentation is obtained.
Order and review appraisals, title work, flood certifications, verifications of employment/assets, and other third-party services.
Prepare and deliver required loan disclosures and ensure compliance with federal and state lending regulations, including TRID.
Communicate clearly and proactively with members, loan officers, real estate agents, and closing agents throughout the loan process.
Work closely with underwriters to resolve conditions and provide requested documentation in a timely manner.
Maintain detailed and accurate records in Byte LOS and ensure loans meet internal and investor guidelines prior to closing.
Monitor pipeline to meet processing turn-time goals and credit union service standards.
Support members by providing guidance on documentation requirements and ensuring a smooth and positive mortgage experience.
Availability to attend special off site sales events and credit union functions, as needed.
Requirements
High school diploma or equivalent required; associate or bachelor's degree in business, finance, or related field preferred.
Minimum 2 years of mortgage processing or lending experience in a financial institution or mortgage company.
Proficiency with mortgage loan origination systems; experience with Byte and Blend strongly preferred.
Strong knowledge of mortgage products, TRID, RESPA, HMDA, and other applicable regulations.
Excellent organizational skills and attention to detail.
Strong communication skills with the ability to explain complex information in a clear and member-friendly manner.
Ability to manage multiple files simultaneously while meeting strict deadlines.
Team-oriented with a commitment to providing outstanding member service.
Employees must comply with government and other regulations affecting the credit union industry including but not limited to the Bank Secrecy Act and The USA Patriot Act.
Working Conditions:
Normal office working conditions with the absence of disagreeable elements.
Note
: The statements herein are intended to describe the general nature and level of work being performed by employees, and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer.
Salary Description $20-$24 per hour
Mortgage Loan Processor
Loan processor job in Arden Hills, MN
Frandsen Bank & Trust has an exciting opportunity to work as a Mortgage Loan Processor at our Arden Hills, MN location. Key Responsibilities of the job include the following:
Review the loan application and organize the loan file.
Order property-related services.
Collect and verify borrower documentation.
Prepare and finalize early disclosures.
Manage the flow of incoming applications for designated Originators.
Resolve issues and discrepancies quickly.
Ensure compliance and regulations are adhered to.
Skills
Attention to detail and accuracy.
Communication skills.
Organizational and time management skills.
Problem-solving and issue resolution.
Knowledge of mortgage processes and regulations.
Ability to process 40+ loans per month with minimal exceptions (Preferred).
Familiar with processing and Investor guidelines (Preferred).
Community banking background (Preferred).
Education and Experience
High school diploma and some college courses or Associates degree preferred.
Experience: 3+ years of mortgage processing experience required.
Salary range for this role is $21.00 to $27.00 per hour, depending on experience.
We offer a competitive benefits package including health insurance, dental insurance, vision insurance, 401k, profit sharing, and ancillary benefits.
Residential Mortgage Processor - Level II
Loan processor job in New Brighton, MN
Full-time Description
Extensive administrative and member service work with primary responsibilities for the timely and accurate processing, validating and closing of a loan file. A Retail Mortgage Processor must have the ability to maintain effective communication with the member to ensure coordination and exchange of information for accomplishing the closing of the member's mortgage. Retail Mortgage Processors receive moderate supervision in the performance of duties and responsibilities. Work is generally evaluated on obtaining objectives with accuracy, timeliness and results.
ESSENTIAL RESPONSIBILITIES & DUTIES:
Entry Level 1
Communicates with loan officers, members and internal customers
Reviews residential loan application file to verify that application data is complete and meets establishment standards, including but not limited to type and amount of mortgage, borrower assets, liabilities, and length of employment.
Understands mortgage real estate lending practices, including federal regulatory requirements, state regulations, agency and Credit Union requirement.
Enters information into loan origination system; verifies the accuracy and integrity of all loan data entered into the system including but not limited to names, addresses, government monitoring information, loan information (i.e. loan amount, interest, terms, lock-in expiration dates, etc.)
Provides an overview of the loan process to the member and informs member of information necessary to process the loan.
Prepares loan disclosure packages for signature.
Conducts follow up on outstanding documentation to ensure receipt within turn-around time standards.
Employs sound judgment in the process of validating loan approval utilizing Fannie Mae Desktop Underwriter. Verifies income and assets as required in the DU verification messages. Review credit report as needed to address any inconsistencies identified in the DU findings.
Reviews appraisals to ensure that the required level of appraisal fieldwork has been completed, that they are professional quality and are prepared in a way that is consistent with Fannie Mae requirements.
Manages incoming appraisal reports and request reviews
Submits full credit package for Mortgage Insurance Certificate.
Makes sure the loan is locked prior to closing.
Requests insurance binder.
Schedules closing with outside closing agents and approve settlement statement.
Works with staff and co-workers as a team in analyzing and solving situations that may arise in the mortgage origination loan process.
Follows company policies and procedures.
Performs related duties as required.
Level 2 (all above plus)
Experience and independent ability to process FHA and VA
Understands government mortgage loan programs and knowledge of the necessary documentation for processing and obtaining underwriting approval.
Enters data on FHA Connection, and VA platforms
Level 3 (all above plus)
Experience and independent ability to process USDA files
USDA & non-saleable
Review and validate GUS findings
OTHER DUTIES, KNOWLEDGE, SKILLS, ABILITIES:
Required:
must have familiarity with systems, processes, laws/regulations/guidelines/principles, software, interactions with individuals or teams, etc.
Knowledge of recent compliance regulations preferred.
Ability to analyze paperwork/pre-underwriting preferred.
Excellent communications skills and proven effectiveness in working with loan originators and loan applicants.
Ability to work with a wide range of personalities in a courteous, effective and efficient manner.
Ability to input data accurately and efficiently into computer software systems.
Ability to work under the stress maintaining the proper liaison between members, Loan Officers, Realtors and vendors to facilitate loan transactions in compliance with all policies, procedures and legal and ethical guidelines.
Ability to exchange information and to report facts and technical information clearly and concisely.
Ability to attend accurately to many details in a timely manner.
Ability to comprehend the consequences of various problem situations and to refer them to the appropriate people for resolution.
Ability to resolve questions and problems with the supervisor and to manage personal work flow and meet deadlines.
Ability to add, subtract, multiply and divide accurately all units of measure, to perform these four operations with like or common decimal fractions, to compute rates and percentages and to perform arithmetic operations involving all American monetary units with a calculator.
Ability and willingness to work overtime hours as requested.
Preferred:
· 2+ years of Experience with Encompass LOS
COMPENSATION: $21.89 - $27.11 per hour.
- In addition to the compensation above, commission is paid for every closed loan.
Servion has provided a salary range that represents its good faith estimate of what the company may pay for the position at the time of posting. The specific salary offered will be determined based on factors such as the qualifications of the selected candidate, departmental budget, internal salary equity considerations, and available market information.
General Description of Benefits:
All full-time employees are eligible for Medical Insurance, Telehealth Services, Dental Insurance, Vision Insurance, Life Insurance, Short-term Disability, Long-term Disability, Legal and Identity Theft Protection, Critical Illness Insurance, Hospital Insurance, Accident Insurance, Participation in 401k Plan with up to 5% company match, and Variable Bonus Pay.
Requirements
REQUIRED QUALIFICATIONS:
Education: High school diploma or general equivalency degree (GED) required. Candidates with a two to four-year degree preferred.
Experience:
I. Level 1 - minimum 1 year in mortgage or financial services industry.
II. Level 2 - 2+ years in the mortgage industry processing conventional and FHA or VA loans
III. Level 3 - 3+ years in the mortgage industry processing conventional, FHA, VA and USDA loans.
Licenses/Certifications: None
Consumer Loan Officer I
Loan processor job in Sparta, WI
Join our Team as a Consumer Loan Officer I!!!
About Us:
1st Community Credit Union is a thriving mid-sized financial institution serving 14 counties across Western Wisconsin from three convenient branches. Join us in a workplace that values teamwork, balance, and a strong commitment to the communities we serve.
Why 1st Community Credit Union:
We are committed to fostering a team-first culture, promoting work/life balance, and delivering top-tier member service.
Position: Full Time (40 hours/week) Consumer Loan Officer I
Location: Sparta Office
As the Consumer Loan Officer, I your responsibilities will be:
Conducting loan interviews and gather necessary documentation, processing loan applications.
Communicating loan decisions with applicants and providing next steps.
Ensure members receive the financial solutions best suited to their needs.
Analyzing loan applicant's financial situations, cross-selling credit union products and services to enhance the member well-being.
Ensure compliance with credit union policies and procedures.
Provide excellent member service through clear communication and professional support.
Normal day to day functions will be answering questions about consumer loans, determining collateral values, prepare member loan files, offer financial counseling to our members, and completing sales reports.
Your Skills & Experience:
3 years of financial experience preferred
Ability to handle difficult or complex situations with a professional, friendly demeanor
Proven sales experience
We Support Your Well-Being:
Health, dental, and vision insurance
Voluntary coverage options for accident, critical illness, and cancer
401K plan with matching (up to 5%)
Life insurance, long-term disability coverage, paid holidays and educational reimbursement.
Generous vacation, personal and sick time pay
Our Culture & Values:
We foster a culture of Community, Communication, Courage, and Collaboration. We strive for continuous development and aim to deliver a standout member experience with every interaction.
Why You'll Love Working Here:
At 1st Community Credit Union, you'll be part of something much bigger than a job. Supported by a culture rooted in community, collaboration, and purpose, you'll thrive in a workplace that values work/life balance and truly invests in you. Our robust benefits listed above demonstrate that your well-being matters. Most importantly, your day-to-day contributions will make a meaningful impact. Every interaction strengthens our cooperative mission of "People Helping People," and together, we'll serve our members, empower one another, and grow-professionally and personally. If you're looking for a role where your work has meaning, your growth is supported, and your colleagues become your team, you'll find your place here.
Loan Processor
Loan processor job in La Crosse, WI
Full-time Description
Are you an organized, detail-oriented problem-solver who thrives in a fast-paced, team-oriented environment? Do you enjoy helping people achieve their goals while growing your own career? If so, Citizens State Bank wants you on our team!
At Citizens State Bank, we're not just a bank - we're a community partner dedicated to helping our customers, employees, and communities succeed. We've been recognized as one of
American Banker's “Best Banks to Work For”
and received the
“Raising the Bar”
award from TINYpulse for employee happiness. Join a workplace where you're valued, supported, and encouraged to grow.
Key Responsibilities:
- Process and prepare legal documentation for consumer, mortgage, and business loans.
- Accurately input loan data into the bank's core processing system.
- Maintain existing loan files and track loan exceptions
- Secure, release, and maintain loan collateral.
- Collaborate closely with attorneys, realtors, and title companies daily.
- Provide exceptional customer service and support to lenders.
- Perform various administrative duties to support the lending department.
- Ensure compliance and regulatory standards within internal processes.
Qualifications:
- Attention to detail and ability to meet deadlines.
- Ability to manage multiple tasks efficiently in a fast-paced work environment.
- Advanced problem-solving capabilities
- Desire to work in a team-oriented environment.
- Excellent customer service skills.
- Previous banking, title company, or legal documentation experience preferred,
but not required
.
What We Offer:
- Competitive salary and benefits package-including access to free health care.
- Opportunity for career advancement.
- Dynamic and inclusive company culture.
- Ongoing training and development opportunities.
If you are ready to take on this exciting role and be a part of our exceptional team, please visit our employment opportunities page to submit your application.
Don't miss out on this opportunity to join the best culture in the industry! Our positions fill quickly, so apply today and take the next step towards a fulfilling career with Citizens State Bank. While you wait for our response, be sure to follow us on Facebook and visit our website at ************************ to learn more about us.
Mortgage Loan Processor/Closer- Dubuque
Loan processor job in Dubuque, IA
Our mission at DuTrac is to be a trusted partner with our members to make a difference in their lives by working directly with each person to help them achieve their financial goals. Our staff provides excellent service to our members and builds long term relationships to make sure our members succeed in whatever those goals may be.
Integrity, Community, Engagement and Education are the qualities you will find in DuTrac's working environment. You will appreciate working in DuTrac's family- friendly culture that provides excellent opportunities for both personal and career growth while providing a competitive salary and benefits package.
As a Mortgage Processor/Closer, your knowledge and member service skills will provide you the opportunity to assist our members in the following areas:
Some key responsibilities include:
Review and verify residential loan application data to ensure completeness that it meets credit union standards
Request any required documents needed for a complete file
Review approved loans to determine all conditions are met prior to closing
Prepare closing figures, P&I, insurance, etc.
Communicates with realtors, sellers and vendors to obtain property abstract, insurance and appraisal; informs manager of issues or discrepancies
Prepares and distributes loan commitment letters to realtors; books loans ad pays associated loan fees, set up escrow and distributions, keeps realtor up to date on status of loan
All file maintenance and file uploads to electronic storage
In addition, this position will prepare real estate closing packets as well as disburse and finalize loans. The position requires attention to detail and good communication, computer, and proofreading skills. Familiarity with secondary market requirements and real estate loan processing a definite plus.
Candidates for this position will ideally have experience in mortgage processing or closing, lending experience or a combination of skills, with strong emphasis on organizational skills and accuracy.
DuTrac offers a competitive salary and benefit package along with an excellent work environment.
DuTrac is an Equal Opportunity Employer
Auto-ApplyMortgage Processor
Loan processor job in Saint Paul, MN
Temp In need of multiple processors for a financial institution. Individual will be processing mortgage loan applications and work in a team environment to help push documents through. Individuals must have over 2+ years of financial, banking, or mortgage experience, with a high-school diploma. Preference given to those with an AA Degree or Bachelor's Degree in related field. ONLY SERIOUS APPLICANTS NEED TO APPLY.
To register and be consider for this position, please click on the "apply" button. Then click on the link to register with D & I Staffing.
2469 University Avenue West #W120, Saint Paul, MN 55114, United States of America
Home Loan Specialist II
Loan processor job in Saint Paul, MN
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
****************************
Easy ApplyMortgage Processor
Loan processor job in Clive, IA
Job Description
The Mortgage Loan Processor is responsible for processing mortgage loan files. This individual is responsible for making sure that all loan conditions outlined by the UW are met prior to closing, performing updated verification tasks, clearing the loan for closing, assisting with closing documents, coordinating with title companies and borrowers and assisting with loan funding as required. This position requires adherence to complex regulatory oversite with the implementation of the TRID Regulation.
Education and/or Experience
3-5 years of similar or related experience in first mortgage processing or post closing.
High School diploma or equivalent.
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must be able to work independently and take action as needed to complete the loan files
Working knowledge of agency, government and private investor guidelines and requirements.
Prior first mortgage processing, closing or underwriting experience preferred
Knowledge of title insurance and the correlation with closing documents
Must be able to effectively maintain a mortgage pipeline and meet turnaround time standards
Must be able to adjust to sudden changes in production numbers as dictated by the market
Must be able to adapt to market, regulatory, agency and investor requirement changes
Must be highly organized and highly analytical
Must have a proactive approach to workload
Must possess excellent communications skills
Ability to handle multiple tasks and priorities
Must possess initiative and flexibility
Consumer Loan Servicing Representative
Loan processor job in Saint Paul, MN
Role: Consumer Loan Servicing Representative performs a variety of support duties including assisting members and employees with questions regarding lending products and services by phone, messages, chats, and email. Weekly schedule includes Saturday rotation.
Job Type: Full Time, Hybrid eligible: must work in office 3 days per week including Monday & Friday; Hybrid schedule subject to change
Major Duties and Responsibilities
Answers incoming phone calls and chats about servicing current consumer loans
Assists members by taking payments over the phone through SWBC
Assists members with payment options, set up and changes
Completes requests for payment reversals/recasts
Initiates Payment Deferral Program requests
Collects and reviews proof of insurance for auto loans
Assists members with CPI placement and waivers
Provides pay-offs for members and third parties
Completes Letters of Guarantee requests for insurance companies
Gathers loan information and files Gap and CUNA claims
Assists members with questions on loan products, promotions, and offers
Completes Q2 digital banking messages
Performs other duties as assigned to support effective department operations
Other Duties
Comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Exhibit Blaze's Core Value's: Better Lives, Thoughtfully Compassionate, Minnesota's Best, and Give Back
Regular and predictable attendance
Perform other duties as requested
Requirements
Experience/Education/Certifications/Licenses
Minimum high School degree or equivalent
Minimum 1-year financial institution experience
Customer Service experience preferred
Demonstrated Knowledge
Strong verbal and written communication skills
Computer skills including Microsoft products
Knowledge of DNA core financial platforms desire
Ability to work in a fast-paced environment and manage multiple tasks
Communication Skills
Ability to proactively respond to members/employees to problem-solve based on guidelines; written communications are based on templates but can be modified.
Physical Requirements
Ability to sit and stand; answer calls; operate computer; interact with internal employees and members on the phone; travel to designated offices; lift up to 20 lbs.
Diversity creates a healthier atmosphere, and we encourage diverse applicant depth and breadth. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
We are committed to providing salary ranges for all open positions. Please note that the specific compensation for this role will be determined based on your experience, qualifications, location, and internal equity considerations.
The salary range for this position is: $21.31 - $25.00/hour. This range reflects the base salary for this position. We have other benefits associated with this position which include: low-cost medical (as low as $20 a paycheck), dental insurance, vision insurance, quarterly bonuses, generous vacation and sick time hours, paid leave options, up to 6% 401k contribution, and tuition reimbursement.
Salary Description 21.31-25
Loan Services Documentation Review Representative
Loan processor job in Fond du Lac, WI
Why NEBAT?
Trusted. Genuine. Successful. National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member. At National Exchange Bank & Trust, you will enjoy a flexible, friendly, family environment, a rewarding career, and opportunities to make a difference in the communities we serve. We believe in bringing out the best in our talent and are committed to fostering an inclusive environment of growth and development.
Position Summary
As a Loan Services Documentation Review Representative, you will perform loan documentation review for mortgage and heloc loans including a detailed review on all HMDA and/or CRA reportable loans and also flood insurance coverage amounts. You will also be responsible for the accuracy of data entry, tracking exceptions on our tickler system, closing out paid files, and performing back-up duties for credit inquiries and the file room.
Skills & Attributes
The following skills and attributes are needed to be successful in your banking career:
Ability to interact collaboratively and productively to establish and maintain effective working relationships.
Must be able to quickly re-establish priorities, responding to the changing needs of the department.
Ability to work under high stress levels, with frequent interruptions and with tight and often changing deadlines.
Strong attention to detail.
Ability to operate standard office equipment and Microsoft products.
Qualifications
Ideal candidates will have the following qualifications:
Associate or bachelor's degree in a business-related field is helpful.
Relevant 3-5 years' experience including prior exposure to mortgage and secondary market processing preferred, or an equivalent combination of education and experience is helpful.
Regulatory and compliance training to stay abreast of current and new state and government regulations.
Approximately six months to one year of on the job training to become familiar with bank systems and procedures.
Benefits Offered
National Exchange Bank & Trust offers a competitive benefit package including but not limited to the following:
Health, Dental, and Vision Insurance
Health Savings Account with Employer Contributions
Short and Long-Term Disability
Employer Paid Life and AD&D Insurance
Voluntary Life, Flexible Spending Accounts, Accident, Critical Illness, Hospital Indemnity, and Legal Insurance
401(k) with Employer Match & Profit Sharing
Paid Time Off
Flexible Scheduling
Education Assistance Program
Product & Service Discounts & more!
Auto-ApplyLoan Service Representative
Loan processor job in Maple Grove, MN
TopLine Financial Credit Union has been a member-owned financial services cooperative since 1935. We are looking for outgoing individuals to join our Loan Servicing team that is dedicated to building life-long relationships to help our members reach and manage their financial goals.
Loan Service Representatives are responsible for reviewing & processing consumer loan files to ensure compliance with TopLine Policies & Procedures as well as all state and federal regulations. They are also responsible for the post-closing servicing of both direct and indirect consumer loans. This position also provides support to branch personnel in regards to the processing and closing of consumer loans
A successful Loan Service Representative will be able to do:
Reviews all consumer loan files for compliance to help ensure quality.
Clearly document and follow up on any corrections to loan documents that need to be completed.
Ensure that lien perfections are completed in a timely manner.
Maintain complete and accurate files pertaining to consumer loans including, but not limited to, applications, documents, collateral tracking and filing, insurance records, recording of documents, and other documentation.
Conduct loan file maintenance for all loan products.
Complete paid in full report including releasing liens.
Provide assistance to branch personnel and/or members resolving any account related issues.
Performs other related duties and special projects as required or assigned.
Qualifications:
6 months to 1 year loan processing/closing experience is desired.
Previous clerical or customer service experience essential.
Excellent verbal and written communication skills.
Current knowledge of consumer loan regulations and policies relating to processing is essential.
Detail oriented with good organizational skills essential and ability to work independently.
Salary Range: $23.63 - 29.53 (hourly)
Benefits:
401(k) with Employer Match
Dental
Disability Insurance
Employee Perks
Flexible Spending Accounts
Life Insurance
Medical
Paid Holidays
Paid Time Off
Pet Insurance
Referral Program
Vision
Ready to take the next step with us, apply now at **********************************
At TopLine Financial Credit Union, we celebrate diversity by offering a work environment that is shaped by individual respect and mutual trust where every individual can thrive. We are proud to be an Equal Opportunity/ Affirmative Action Employer committed to diversity in the workplace and comply with all applicable federal, state, and local laws regarding non-discrimination and affirmative action.
Auto-ApplyClient Delivery Specialist - Loan Specialist
Loan processor job in Minneapolis, MN
Application Deadline:
12/30/2025
Address:
50 S 6th Street
Job Family Group:
Commercial Sales & Service
This role is responsible for managing the end-to-end delivery of commercial loan products and services to business clients. This role ensures a seamless client experience by coordinating loan processing, compliance, and operational execution while maintaining strong client relationships.
Responsibilities:
Serve as a point of contact for commercial banking clients and internal partners during the loan process.
Provide expert guidance on commercial loan products, terms, and documentation requirements.
Ensure timely communication and proactive updates to clients and internal stakeholders that include Relationship Manager and Portfolio Managers, to name a few.
Tracks collection of client service fees and documents.
Collect, review, and validate financial statements, tax returns, and other required documentation.
Coordinate with underwriting and credit teams to facilitate loan approvals.
Maintain accurate records in loan management systems and ensure data integrity.
Ensure adherence to regulatory requirements, internal policies, and risk management standards.
Monitor loan conditions and escalate potential compliance or credit risks.
Analyses client feedback, market trends, and competitive intelligence to provide actionable insights for strategic planning.
Identifies process improvements to meet client needs more efficiently.
Provides input into the planning and implementation of operational programs.
Participates in audit and customer issues resolution
corrects issues or escalates per guidelines.
Participates in audit and client issue resolution, addressing irregularities and driving corrective actions ensuring proper escalation per established procedures.
Implements high-impact service strategies that align with client business objectives, ensuring exceptional value and service delivery.
Presents strategic reports to management, outlining key client trends, opportunities, and potential risks, along with recommendations for growth and improvement.
Engages with clients to understand and diagnose service needs, ensuring concerns are addressed promptly and effectively.
Responds to and facilitates the resolution of client service requests.
Collects and analyzes client feedback to identify service gaps, enhance operational performance, and optimize client satisfaction.
Ensures all client interactions, documentation, and issue resolutions comply with bank policies, regulatory requirements, and internal controls.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Qualifications:
3 - 5 years of relevant experience in Commercial Banking
Bachelor's degree preferred; Business Administration, Finance or Marketing preferred.
Experience with the commercial loan due diligence and closing process
Experience working with Relationship Managers and Portfolio Managers
Experience in collecting and reviewing client financial statements, including year end statements, tax returns, personal financial statements
Experience with Letters of Credit.
Must be well-versed in Excel, Adobe and managing PDF Documents.
Intermediate level of proficiency:
Product Knowledge
Regulatory Compliance
Data Analysis Reporting
Document Management
Microsoft Office
Problem-Solving
Collaboration
Detail-Oriented
Teamwork
Salary:
$54,000.00 - $99,600.00
Pay Type:
Salaried
The above represents BMO Financial Group's pay range and type.
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.
BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ********************************************
About Us
At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.
To find out more visit us at *************************
BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.
BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information.
Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Auto-ApplyConsumer Loan Specialist
Loan processor job in Oak Creek, WI
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money , LendDirect , Southern Finance, Heights Finance, Covington Credit, Quick Credit, and First Heritage Credit. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 - Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
Kickstart your career with a $5,000 bonus - yours to earn!
We're not just offering a job; we're offering a launchpad for your success. Get a $2,500 bonus after joining our team, then score an extra $2,500 after 90 days when you secure your limited license insurance and show your skills in action. It's a win-win that rewards your hard work from day one. Ready to cash in on your potential? Join us!
As a Consumer Loan Specialist, you'll be at the heart of our customer experience-delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job-it's a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let's achieve success together!
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
Qualifications
We're looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
Sales Mindset: Confidence in promoting products and services that meet customer needs.
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
Team Player: A collaborative spirit with a desire to contribute to team success.
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required-we'll train the right candidate!
Work Location: 7071 S 13th Street, Ste 103, Oak Creek, WI 53154
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $16.25 - $21.75
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company's 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
#LI-Onsite
#HeightsFinance
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money , LendDirect , Heights Finance, Southern Finance, Covington Credit, Quick Credit, and First Heritage Credit) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end *********************, @curo.com, @first-heritage.com, @heightsfinance.com, *****************.
Auto-ApplyLoan Review Consultant II
Loan processor job in La Crosse, WI
At Wipfli, people count.
At Wipfli, our people are core to everything we do-the catalyst behind our ability to create exceptional impact and extraordinary results.
We believe in flexibility. We focus on relationships. We encourage each individual to follow their own path.
People truly matter and they feel it. For those looking to make a difference and find a professional home, Wipfli offers a career-defining opportunity.
Responsibilities
This position has the opportunity to be remote, hybrid, or in person anywhere in the state of IL or the state of WI. About 10-20% travel to client locations in IL and WI is required. The position is part-time, with variable hours during the team's busy season and limited hours during the team's off season.
Responsibilities:
Review sample of commercial loans to ensure acceptable credit standards are maintained and loans conform to established company policy and applicable regulatory requirements.
Examine credit risks within loan portfolios and the appropriateness of risk grades for the loans reviewed.
Review documentation relating to originations and renewals, appraisals, collateral, insurance, flood certification(s) etc.
Document compliance with loan policies, lending procedures and applicable regulations.
Document observations and variations and discuss with the client.
Use relevant experience and research skills to think beyond the policy/procedures and assist clients on complex issue or ideas that benefit the client.
Apply lending/credit policy, product and loan guidelines, and a high level of judgment, in assessing applicant's credit worthiness.
Conduct activities consistent with established banking policies, procedures and systems, Bank Secrecy Act and all applicable State and Federal laws and regulations.
Knowledge, Skills and Abilities
Qualifications:
Bachelor's degree in Finance, Accounting, or related field.
5+ years of experience in credit underwriting, portfolio management, commercial lending, regulatory review, and/or loan review; preferred candidates will have 10+ years of experience.
Preferred candidates will have experience with loan workouts or distresssed credits
Working knowledge of commercial lending, agricultural lending, real estate development and construction lending, and required documentation.
Exceptional understanding of regulatory policies and financial risk management.
Knowledge of the latest financial regulations and compliance standards.
Ability to effectively identify and communicate to management any weaknesses in loan administration or other matters requiring attention.
Strong analytical skills and proficiency in financial modeling; experience with loan review systems preferred.
Proactive nature and ability to think outside the box.
About 10-20% travel to client locations in IL and WI
Carly Seidl, from our recruiting team, will be guiding you through this process. Visit her LinkedIn page to connect!
#LI-hybrid #LI-CS1
Additional Details
Additional Details:
Wipfli is an equal opportunity/affirmative action employer. All candidates will receive consideration for employment without regards to race, creed, color, religion, national origin, sex, age, marital status, sexual orientation, gender identify, veteran status, disability, or any other characteristics protected by federal, state, or local laws.
Wipfli is committed to providing reasonable accommodations for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or participate in our recruiting process, please send us an email at *************.
Auto-ApplyConsumer Loan Specialist - Sales Customer Service
Loan processor job in La Crosse, WI
Overview & Responsibilities Are you looking for a long-term opportunity with a growing financial services company that rewards performance and gives back to its community? If so, please read on! This position earns a competitive salary of $32,000 per year (paid hourly), plus an uncapped monthly bonus that averages $8,000 annually! We are also offering a $2,500 Sign On Bonus + $500 after 90 days with a satisfactory rating! In addition, we offer amazing benefits and perks, including health, dental, and vision insurance with employer contribution as well as paid time off (PTO), paid holidays, a 401(k) plan with company match after one year, regular bonuses, and short and long-term disability. If this sounds like the right opportunity in the financial services industry for you, apply today!
As a Consumer Loan Specialist, you will be a key team member in the branch. Your primary responsibility is to ensure a positive total customer experience while originating consumer loans, completing loan applications, developing strong customer relationships and meeting sales goals. The successful candidate will posses a professional demeanor, outgoing/positive attitude, reliability, and excellent oral and written communication skills.
ABOUT REPUBLIC FINANCE
We have helped our customers meet their personal finance goals for more than 70 years by providing a variety of consumer loans, flexible lending options, and incomparable customer service. We are proud to serve over 300,000 customers in more than 250 communities throughout the US, and we continue to expand into new states each year! Our Core Values are at the heart of everything we do with a focus on Our Team, Our Customers, and Our Performance. With a commitment to our customers, we identify lending options that fit each of their unique needs. Not only are we dedicated to serving our customers, but we are also dedicated to giving back to our communities. Company-wide, we participate in various philanthropic efforts such as volunteer opportunities, food drives and back to school drives as well as an annual fund raiser for St. Jude Children's Research Hospital.
Our growing company offers a bright future for our employees. We work to provide a clear career path and many growth opportunities for all of our team members. Our supportive culture is one where we all work together to continuously improve and reach our goals. We show our appreciation for our employees by offering great benefits and competitive pay and by rewarding performance.
Job responsibilities are as follows:
* Actively seeks opportunities to originate new loan business with new and existing customers.
* Evaluates customer needs to recommend the best consumer loan and voluntary product solutions.
* Completes loan applications, proposals and offers for new borrowers and follows up with pending applicants.
* Assists potential borrowers by explaining the loan process, answering questions regarding loan products and loan processing.
* Takes ownership of customer concerns and works with management to formulate and execute strategies for potential problem loans.
* Closes loans, assembles loan folders, and breaks down files as well as other miscellaneous tasks.
* Consistently meets or exceeds loan goals.
* Responsible for day-to-day servicing of an ever-growing, complex consumer loan portfolio.
* Applies analytical skills to quickly and efficiently resolve any customer issues.
* Processes insurance claims, follow-ups and payments daily and maintains insurance log.
* Provides excellent customer care through daily transactions, customer inquiries and problem resolution.
* Answers incoming phone calls; checks branch's voicemail.
* Effectively builds trust with customers and internal staff by embodying and demonstrating the philosophy of the organization, including core values, company policies, operational procedures and compliance.
Requirements
* High school diploma or equivalent.
* Minimum of 1 year of sales experience (i.e., retail sales, goal-oriented or incentive based).
* Professional demeanor, positive attitude, strong communication and customer relations skills are a must.
* Ability to work in a high-performing, fast-paced, goal-oriented, team environment.
* Ability to successfully navigate priorities while paying close attention to details.
* Basic computer skills and familiarity with Windows & Microsoft Office.
* Ability to meet our acceptable standards for criminal background history, credit history and pass a pre-employment drug screen.
* Ability to meet the eligibility requirements for insurance licensing in order to sell voluntary insurance products. Eligibility is based on a criminal background check conducted by the state's department of insurance.
Benefits
We offer a competitive compensation and benefits package including:
* Health, Dental, & Vision Insurance
* 15 days of Paid Time Off (PTO) to start + 1 additional personal day
* 401k + employer match
* Company provided Life Insurance & Long Term Disability
* Employee Assistance Program - Confidential mental health support
Additional benefits with Republic Finance include:
* Access to LinkedIn Learning's library of 10,000+ professional development courses
* Employee of the Month Program
* Philanthropic support for multiple charities including an annual drive for St. Jude Children's Research Hospital
* Professional offices with a friendly team environment
* Monthly incentive bonus pay
* Internal promotions
Republic Finance, LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, sex, color, religion, national origin, age disability or veteran status in employment opportunities and benefits. Republic Finance, LLC maintains a Drug-Free Workplace.
IND123
Auto-ApplyHome Loan Specialist I
Loan processor job in Des Moines, IA
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
****************************
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