Primary Responsibilities:
• Provide timely support for inquiries and escalations, ensuring resolution within defined SLAs.
• Collaborate with internal teams and senior management to coordinate responses and follow-ups.
• Monitor internal reporting tools to identify and manage new inquiries and escalations.
• Conduct detailed reviews of mortgage loans, particularly those in early to late-stage delinquency.
• Partner with external vendor to track and respond to escalations efficiently.
• Develop and maintain reporting dashboards to monitor inquiry volumes, response times, aging, and trends.
• Assess reported issues for potential client impact and facilitate appropriate internal and external communications.
• Offer backup support to other members of the Servicing Oversight team as needed.
• Contribute to ad hoc projects and assist management with servicing oversight initiatives.
• Perform additional duties as assigned by management.
Preferred Experience:
• Mortgage servicing exp is MUST.
• 3 to 5 years of experience within client services and mortgage servicing, including loan onboarding, loan administration, and default management
• Preferred 1+ years of management/supervisory experience
• Mortgage servicing experience, including working knowledge of escrow, insurance and tax tracking, payment processing, etc.
• Working knowledge of applicable regulatory guidelines related to mortgage servicing
• Adhere to turn time commitments while working in a high-volume environment
• College degree preferred
$67k-97k yearly est. 2d ago
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Closing Coordinator
Md7 4.2
Loan processor job in Allen, TX
MD7
MD7, the leading global provider of digital infrastructure consulting, is seeking an experienced closer to join our dynamic and expanding Closing Team. This is an exciting opportunity to contribute to a rapidly growing organization committed to operational excellence. Candidates with backgrounds in real estate, escrow, or legal practice areas are strongly encouraged to apply.
Position Overview
The MD7 Closer is responsible for managing and executing all aspects of the closing process for assigned transactions. This role oversees the transaction from the moment a letter of intent is executed through the final post-closing deliverables. Acting as the central point of coordination, the Closer ensures all due diligence is completed, issues are identified and resolved, closing documents are accurately prepared and negotiated, and all fund disbursements and recordings are properly handled. The role requires full ownership of the transaction lifecycle, proactive management of key milestones, and timely reporting of deal status within MD7's proprietary system. This position reports directly to the Director of Optimization.
Key Responsibilities
Perform quality checks on preliminary due-diligence packages, including leases, proof-of-payment records, and seller applications.
Research property and seller information using state and county online resources.
Develop and implement a comprehensive closing strategy by identifying submission deficiencies, anticipating impediments, and establishing a preliminary timeline.
Enter, maintain, and track all deal-specific data in MD7's proprietary system, providing timely updates to the closing team.
Order, review, and analyze title, survey, and other due-diligence materials.
Work closely with internal business teams and external vendors to deliver timely updates and recommend issue-resolution strategies.
Prepare, negotiate, and revise closing documents; respond to attorney comments as needed.
Coordinate the execution of all closing documents and perform quality checks on executed deliverables.
Facilitate the closing and coordinate the disbursement of funds.
Oversee recording of closing documents with title vendors to ensure proper and timely recordation.
Requirements
Required Experience & Qualifications
1-3 years of relevant experience in commercial real estate transactions, including:
Land transfers-purchase and sale agreements, SNDAs, lease assignments
Title review-chains and gaps in title, CCRs, lien clearance
Survey analysis-setbacks, encroachments, easements, utilities, and access
Additional qualifications:
Strong leadership, organization, and problem-solving skills
Ability to work independently with a proactive, results-driven approach
Ability to manage multiple projects simultaneously and meet deadlines
Strong communication skills with the ability to provide concise updates to senior leadership
Experience in escrow, real estate law, telecommunications, billboard, or renewable energy is helpful
$35k-50k yearly est. 1d ago
Consumer Loan Processor
IBOC
Loan processor job in Brownsville, TX
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.
Time Type:
Full time
This is an in-office position.
Department:
405 Consumer Lending
Job Summary:
The LoanProcessor prepares the commercial loan documents and ensures that the loan documents are prepared accurately and on a timely basis. Responsibilities include assisting the loan officer with the process of the scheduled loan closing by gathering the required information necessary to close the loan with a focus on credit quality and overall risk management. Emphases on closing the loan on a timely basis. The customer has deadlines to obtain the funds and complete the transaction.
:
ESSENTIAL JOB FUNCTIONS
The statements on this job description are intended to describe the general nature and level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.
Prepares loan documents accurately and to close the loan as scheduled.
Facilitates the timely ordering of required documents (title work, compliance documents, flood documents, appraisals) and any other documents necessary to prepare the loan documents, based on board policy and regulatory requirements.
Audit the loan documentation to ensure that all documents are in order prior to loan closing paying close attention to detail in the preparation of documents.
Upload loans onto the PCS system. Reviewing reports on input and verifying that information was entered correctly. Receive loan requests and ensures loan information is properly entered into the correct system for processing.
Serve as a primary point of contact to assist internal and external stakeholders (lenders, customers, attorneys, title company) with various questions regarding loan closings.
Consistently analyze all loan documentation during processing to ensure accuracy of data and adherence to company policies and regulatory to safeguard IBC's legal position with the loan.
Create and maintain completeness of loan files both electronically and/or hard copies.
Perform detailed audits of loan request to ensure accurate and timely delivery of loan documents.
Monitor loan compliance with all applicable laws, regulations, and company policies.
Create detailed report for management related to all activities and status of loan processing.
Other duties as assigned.
SKILLS
Excellent verbal and written communication skills required.
Good organizational skills.
Critical and analytical skills.
Proficiency with Microsoft Word, Excel and Outlook preferred.
Bilingual in English and Spanish preferred.
EXPERIENCE
1-2 years related experience
$33k-47k yearly est. Auto-Apply 60d+ ago
Personal Loan Consultant
Onemain Financial 3.9
Loan processor job in Burleson, TX
At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitive atmosphere where hard work and dedication directly influence success. This role provides rewarding professional development and advancement opportunities in a dynamic and supportive environment. Loan Sales Specialists enjoy competitive compensation that recognizes both individual achievements and team success, all while growing their career.
In the Role
Effectively multitask and adapt to the dynamic demands of the role, ensuring timely and efficient service
Exceed customer expectations through ease, empathy and encouragement, delivering results related to individual and branch goals
Develop new connections and maintain ones by engaging customers throughout the loan process and life cycle, presenting tailored solutions based on customer needs
Manage the life cycle of loans, including collections activities while maintaining compliance with all relevant laws and regulations
Engage with customers and other departments through multiple technological channels, including phone, email, chat and our in-house systems
Exhibit passion for achievement, bringing an internal drive to succeed and goal oriented attitude
Clearly educate and inform customers on optional insurance products, ensuring customers have a thorough understanding of the loans, terms and their options
Requirements:
High School Diploma or GED
Preferred:
Sales, Collections or Customer Service experience
Bilingual - Spanish
Location: On site
The schedule for this position is Monday-Friday during standard business hours, with some extended hours during the week as needed which may include Saturday.
Who we Are
A career with OneMain offers you the potential to earn an annual salary plus incentives. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance. Other team member benefits include:
Health and wellbeing options including medical, prescription, dental, vision, hearing, accident, hospital indemnity, and life insurances
Up to 4% matching 401(k)
Employee Stock Purchase Plan (10% share discount)
Tuition reimbursement
Paid time off (15 days vacation per year, plus 2 personal days, prorated based on start date)
Paid sick leave as determined by state or local ordinance, prorated based on start date
Paid holidays (7 days per year, based on start date)
Paid volunteer time (3 days per year, prorated based on start date)
OneMain Financial (NYSE: OMF) is the leader in offering nonprime customers responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912, we've looked beyond credit scores to help people get the money they need today and reach their goals for tomorrow. Our growing suite of personal loans, credit cards and other products help people borrow better and work toward a brighter future.
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. We meet customers where they want to be -- in person, by phone and online.
At every level, we're committed to an inclusive culture, career development and impacting the communities where we live and work. Getting people to a better place has made us a better company for over a century. There's never been a better time to shine with OneMain.
Key Word Tags
Sales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee
$31k-43k yearly est. Auto-Apply 1d ago
Loan Officer
Peoplefund Company 3.9
Loan processor job in Edinburg, TX
About the Role: * The Loan Officer's primary role is to assist entrepreneurs with their financing needs. The Loan Officer will develop key relationships to support small business owners, oversee the loan application process, determine client eligibility, review loan applications for completion, conducts credit analysis, and prepares loan packages for submission to underwriting. The Loan Officer will report to the Regional Lending Manager.
About Us:
* PeopleFund's Mission is to creates economic opportunity and financial stability for underserved people by providing access to capital, education, and resources to build healthy small businesses.
Our Values are:
* Integrity First
* Service Before Self
* Excellence In All We Do
Is that you? Awesome! Let's talk about what you'll do at PeopleFund.
Responsibilities:
* Generates loan volume through building relationships with the community, partner organizations, bankers, accountants & other creative techniques in collaboration with small business support organizations.
* Generates new clients & partnerships with support organizations that have a positive economic impact in support of PeopleFund's target market.
* Evaluate best ways to reach out to prospective clients.
* Analyze loan requests based on need, impact & financial viability.
* Screen potential clients and educate them about the loan process.
* Assist start-ups, established small businesses and nonprofits in preparation for a loan.
* Submit loans that have a positive impact in Texas' lower-income communities.
* Meet minimum loan volume/production requirements.
* Conduct annual visits to PeopleFund clients & makes phone calls to delinquent clients.
* Ensure loan requests are properly assigned to an underwriter & that deals move expediently through the process.
* Identify technical assistance, education & training needs of existing & prospective clients.
* Maintain routine contact with loan prospects & existing clients.
* Follow up with clients to maintain & strengthen the relationship.
* Other responsibilities include community outreach, collections, passing on loan capital & grant opportunities to corporate staff for action.
* Attend & participate in lending events in support of PeopleFund's mission.
* Perform other tasks as needed.
The Perks - PeopleFund provides the following benefits for employees:
* Medical, dental, vision, and life insurance coverage. PeopleFund pays up to 100% for employee only coverage
* Paid Time Off starting at 3 weeks per year and 12 paid holidays
* 401 (k) retirement plan match and immediate vesting
* Flexible Spending Account (FSA) and Health Savings Account (HSA) available for qualifying medical pans and expenses
* Dependent Child Care Spending Account available to employees who qualify
* PeopleFund is a Hybrid Work Environment
True to our Mission, PeopleFund is committed to recruiting and retaining a diverse staff, and to creating a respectful workplace anchored in a deep, shared commitment to inclusiveness. We are proud to be an equal opportunity employer. PeopleFund welcomes applications from all qualified persons from all backgrounds who can contribute to our Team's capabilities as we work together to create economic opportunity in underserved communities.
Requirements
Qualifications:
Bachelor's degree or relevant work experience.
Minimum of three years of lending or related financial services experience.
Strong communication skills & positive, team focused approach.
Spanish preferred, but not required.
Travel required up to 75% of the time.
Available to attend events or programs outside the Monday-Friday work week as needed.
$49k-67k yearly est. 55d ago
Consumer Loan Processor
International Bancshares 4.2
Loan processor job in Brownsville, TX
IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects its dedication to the growth and success of its employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement and relationship building that leads to a culture of excellence. We are currently seeking to fill positions across all business segments. IBC's focus is to be customer centric and strive to provide excellent customer experience.
Time Type:
Full time
This is an in-office position.
Department:
405 Consumer Lending
Job Summary:
The LoanProcessor prepares the commercial loan documents and ensures that the loan documents are prepared accurately and on a timely basis. Responsibilities include assisting the loan officer with the process of the scheduled loan closing by gathering the required information necessary to close the loan with a focus on credit quality and overall risk management. Emphases on closing the loan on a timely basis. The customer has deadlines to obtain the funds and complete the transaction.
:
ESSENTIAL JOB FUNCTIONS
The statements on this job description are intended to describe the general nature and level of work being performed by incumbents. They are not an exhaustive list of all responsibilities, duties, and skills required by all incumbents.
Prepares loan documents accurately and to close the loan as scheduled.
Facilitates the timely ordering of required documents (title work, compliance documents, flood documents, appraisals) and any other documents necessary to prepare the loan documents, based on board policy and regulatory requirements.
Audit the loan documentation to ensure that all documents are in order prior to loan closing paying close attention to detail in the preparation of documents.
Upload loans onto the PCS system. Reviewing reports on input and verifying that information was entered correctly. Receive loan requests and ensures loan information is properly entered into the correct system for processing.
Serve as a primary point of contact to assist internal and external stakeholders (lenders, customers, attorneys, title company) with various questions regarding loan closings.
Consistently analyze all loan documentation during processing to ensure accuracy of data and adherence to company policies and regulatory to safeguard IBC's legal position with the loan.
Create and maintain completeness of loan files both electronically and/or hard copies.
Perform detailed audits of loan request to ensure accurate and timely delivery of loan documents.
Monitor loan compliance with all applicable laws, regulations, and company policies.
Create detailed report for management related to all activities and status of loan processing.
Other duties as assigned.
SKILLS
Excellent verbal and written communication skills required.
Good organizational skills.
Critical and analytical skills.
Proficiency with Microsoft Word, Excel and Outlook preferred.
Bilingual in English and Spanish preferred.
EXPERIENCE
1-2 years related experience
$31k-39k yearly est. Auto-Apply 60d+ ago
Mortgage Loan Officer
Neighborhood Loans, Inc. 3.9
Loan processor job in McAllen, TX
Job Description
Ready to Build Something Special in Mortgage Lending?
At Neighborhood Loans Inc., we're more than a mortgage company - we're your neighbors, dedicated to helping families in our community achieve their dreams of homeownership, one loan at a time. As we continue our mission to provide personalized lending services with a local touch, we're seeking experienced Mortgage Loan Officers to join our growing team.
The Role: As a Mortgage Loan Officer with Neighborhood Loans Inc., you'll be at the heart of helping clients navigate one of life's biggest financial decisions. We believe in empowering our loan officers with everything they need to succeed, from cutting-edge technology to comprehensive support systems.
What Makes Us Different:
Weekly Team Synergy Meetings: Collaborate with fellow professionals, share best practices, and stay current with market trends
Complete Technology Suite: Hit the ground running with a provided laptop and full access to industry-leading mortgage software
Comprehensive Training Program: Our in-house training goes beyond the basics, keeping you ahead of industry changes and market shifts
Dedicated Success Coaching: Regular one-on-one sessions with experienced mentors who are invested in your growth
Supportive Team Environment: Join a culture where questions are welcomed and collaboration is celebrated
The Ideal Candidate Will Bring:
Proven experience in mortgage lending or related financial services
Active NMLS license
Track record of building and maintaining strong client relationships
Understanding of various loan products and underwriting guidelines
Passion for helping clients achieve their homeownership goals
Strong time management and organizational skills
Why Choose Neighborhood Loans Inc.?
We understand that experienced loan officers have choices in where they take their talent. Here's why professionals choose us:
Community-Focused Brand: Benefit from our strong local presence and trusted reputation
Marketing Support: Access to customized marketing materials and lead generation tools
Work-Life Balance: Flexible scheduling options that respect your personal time
Growth Potential: Clear path for advancement and increased earnings
If you're ready to join a team that values experience, rewards success, and provides the support needed to reach new heights in your career, Neighborhood Loans Inc. is your next destination. We're not just offering a job - we're offering a partnership in success and a chance to make a real difference in your community.
Our commitment to your success begins from day one. Through our structured onboarding process, you'll quickly integrate into our team while maintaining the independence needed to build your business your way.
Requirements:
Current NMLS license
Excellence in client communication and relationship building
Strong understanding of mortgage products and guidelines
Ready to Join the Neighborhood?
Join a team where your experience is valued, your growth is supported, and your success is celebrated. At Neighborhood Loans Inc., we're not just building a business - we're building careers and strengthening communities.
Job Type:
Full-time
Pay:
$48,226.91 - $196,492.21 per year
Benefits:
Flexible schedule
Schedule:
Monday to Friday
Self-determined schedule
Weekend availability
Supplemental pay types:
Bonus pay
Commission pay
$39k-60k yearly est. 18d ago
Mortgage Loan Processor
Farm Bureau Bank 3.7
Loan processor job in San Antonio, TX
Why Us?
The Farm Bureau Bank team is rooted in service, strong relationships, and meaningful results. We offer financial services that support hardworking individuals who recognize the vital role of farming, ranching, and agriculture across the United States. Beyond traditional banking, we cultivate lasting partnerships, nurture growth, and aim to support rural communities that are often underserved by the banking industry.
Farm Bureau Bank. Not just branches. Roots.
FBB team members enjoy competitive compensation and generous benefits.
Affordable Medical, Dental and Vision coverage
Outstanding 401k - Employer match up to 5%
Paid Volunteer Hours
Accrued Paid Time Off (PTO) & Paid Holidays
Life Insurance and Long-Term Disability (company paid)
Continuing Education Opportunities
View all available benefit options at Farmbureau.bank.
Hiring for an in-person role in San Antonio, Texas only, with potential for hybrid schedule after 90 days.
What you'll get to do:
Help build the Farm Bureau Mortgage division.
Receive loan applications and review documents to ensure all necessary forms have been completed and comply with Underwriting, and Secondary Market Guidelines.
Make Suggestions with alternative methods to obtain satisfactory documentation when necessary.
Responsible for ordering title work, hazard insurance and appraisals. Track and monitor orders and understand appraisal timelines to complete the file.
Verify credit report, income, assets, and orders preliminary title report, appraisal, fee instructions, and all verifications necessary to complete the loan file.
Review and evaluate all documents, including tax returns using judgment to ensure loan falls within guidelines per loan program.
Determines allowable income to be used for loan calculations that comply with underwriting guidelines, including complex personal and business tax returns.
Package and submit files to lender, per originators initial set up/direction and to lender's specific process.
Manage any funding conditions, including coordinating any forms for audit/compliance packaging post-closing.
Coordinate all post approval changes, disclosures and forms as needed. Process the CD and closing requests/doc orders. Collaborate with escrow/title and lender to ensure accurate closing details.
Coordinate all 3rd party lender conditions/requirements. Such conditions include escrow/title related, appraisal, Verifications, supplements, established insurances, etc.
Communicate with borrowers, and authorized team members to satisfy loan conditions as well as the status of the loan application.
Ensures all loans are in compliance with the Bank's guidelines and external State and Federal regulations (i.e. USPAP, HMDA, RESPA, FNMA, FHLMC, and Fair Lending).
Education and Experience
Must have a high school diploma or equivalent.
Must have two (2) years Loan Processing experience with mortgage products, including conventional, FHA, VA, and USDA loans.
Thorough knowledge of mortgage processing, basic underwriting skills, loan documents, insurance requirements, mortgage terminology and departmental procedure.
Thorough knowledge of Federal Regulations and regulatory agencies such as USPAP, HMDS, RESPA, FNMA, FHLMC, VA RD and Fair Lending.
Ability to maintain a tickler system.
Qualifications
Farm Bureau Bank is an equal opportunity/affirmative action employer and complies with all applicable federal, state, and local fair employment practices laws. Farm Bureau Bank strictly prohibits and does not tolerate discrimination against team members, applicants, or any other covered persons because of race, color, religion or creed, national origin or ancestry, sex (including gender, pregnancy, sexual orientation, and gender identity) age, physical or mental disability, citizenship, veteran status, or genetic information, or any other characteristic protected by applicable federal, state, or local law. All team members and anyone doing business with the Bank (including vendors, clients, and visitors) are prohibited from engaging in unlawful discrimination. This applies to all employment actions, including but not limited to, recruitment, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.
$42k-56k yearly est. 13d ago
Loan Origination Specialist III
Jpmorganchase 4.8
Loan processor job in Plano, TX
Join JPMorganChase as a Loan Origination Specialist III and make a significant impact on our Lending Services team. This role offers a unique opportunity for career growth and development, allowing you to enhance your skills in conflict management, critical thinking, and stakeholder engagement. Be part of a team that values personal resiliency and organization and contribute to providing exceptional service to our clients.
As a Loan Origination Specialist III within the Lending Services team, you will play a crucial role in facilitating the loan origination process. You will collaborate with internal and external clients to ensure smooth transaction closings, while maintaining compliance with JPMorganChase's lending standards. Your ability to manage multiple tasks under tight timelines and build strong relationships with stakeholders will be key to your success in this role.
Job responsibilities
Collaborate effectively with clients to facilitate loan origination and transaction closing, ensuring a smooth and efficient process through clear communication and proactive support.
Review and verify loan documentation for compliance, applying attention to detail and regulatory knowledge to ensure accuracy and adherence to standards.
Address and resolve routine issues in the loan process, utilizing problem-solving skills and critical thinking to maintain workflow continuity.
Manage multiple tasks simultaneously, demonstrating strong organizational skills and the ability to adhere to deadlines in a fast-paced environment.
Build and maintain strong relationships with stakeholders, leveraging interpersonal skills to foster trust and collaboration for successful outcomes.
Required qualifications, capabilities, and skills
Demonstrated baseline knowledge of loan origination processes, with the ability to apply critical thinking to documentation review for accuracy and compliance.
Skilled in conflict management and issue resolution, effectively navigating challenges to maintain smooth operations.
Proficient in time management and organization, ensuring efficient task prioritization and completion in a structured manner.
Experienced in building and maintaining stakeholder relationships, leveraging strong interpersonal skills to foster collaboration and trust.
Capable of integrating critical thinking and organizational skills to enhance process efficiency and stakeholder engagement.
Preferred qualifications, capabilities, and skills
Possess knowledge of JPMorganChase lending standards and compliance processes, ensuring adherence to regulatory standards and maintaining quality in lending operations.
Experienced in stakeholder relations, leveraging strong communication and emotional intelligence to build and maintain productive relationships, and facilitate effective collaboration.
Skilled in utilizing continuous improvement and process automation to optimize lending workflows, enhance efficiency, and streamline processes for timely and effective outcomes.
Proven track record in managing complex loan processes, demonstrating the ability to navigate intricate scenarios and deliver successful results under short deadlines.
Capable of integrating process optimization with strong organizational and active listening skills to drive improvements and maintain high standards in high-pressure situations.
$78k-112k yearly est. Auto-Apply 15d ago
Loan Specialist Sales - Austin
Autopay 4.0
Loan processor job in Austin, TX
THIS POSITION IS BASED IN AUSTIN, TEXAS AND IS ONSITE - ONLY APPLICANTS WITHIN 60 MILES OF THE OFFICE WILL BE CONSIDERED - if you are outside of Texas, please apply to our Remote post at ***********************
Loan Specialist - Sales (range $36k - $70k)
ABOUT US: The Savings Group is an innovative FinTech company that is powering finance in the age of mobility. We function as a virtual Finance & Insurance office, finding our customers the perfect lender for their car loan or refinance. This means we're able to solidify our customers' auto loans prior to going to the dealership, and our marketplace of lenders ensures they get the lowest rate available.
WHAT YOU WILL DO: As a Loan Specialist, you will play a crucial role in providing direct-to-consumer auto finance and refinance solutions. You will deliver superior customer service, respond to inquiries that are already approved for the refinance, and offer additional finance and coverage options to enhance the customer experience.
You'll be structuring your loans and pitching optional coverages to the borrowers. You will also manage the loan through the different steps to ensure funding. Your duties include preparing loans for the contracting process, calling borrowers to review electronic documents and title documents, and ensuring all documents are signed and tracked. You'll handle various statuses of the loan, ensuring all steps are followed and errors are fixed promptly.
WHAT'S IN IT FOR YOU:
Six (6) figure earning potential with hourly/salary plus uncapped commissions. Average Loan Specialists are pacing at $70-80k per year with top performers exceeding $150k+ per year, which is uncapped and has no ceiling
This position starts as an hourly based position ($17.31/hour) and includes overtime pay along with a higher per deal commission plan for the first three full months to allow for ramp up time with great earning potential during your learning period
On the first day of the fourth full month Loan Specialists move to salary on the standard commission structure based on a tiered system for overall revenue and product sales
On top of uncapped commissions, the better you perform the more leads you are provided, greatly increasing your earning potential
Training
Paid time off and paid holidays
401K with company match
Health, dental, vision, life and disability insurance options
HOW YOU WILL DO IT:
Customer Engagement: Interact with customers to understand their needs and provide tailored auto finance and refinance options. Provide exceptional customer service, addressing inquiries and resolving any issues promptly and professionally.
Loan Processing: Facilitate the loan application process from start to finish, ensuring all required documentation is accurately completed and submitted, while working with supporting departments
Daily achieving 60+ outbound phone calls, 3 to 5 hours of talk time with texting and emails
Product Knowledge: Maintain a deep understanding of our products to effectively offer and explain additional options to customers.
Develop sales skills to effectively present benefits of loan options and sell additional products
Manage expectations and overcome objections with a consultative sales approach.
Work within our lending partners' guidelines.
Walk customers through document signing, collecting necessary stipulations, consistent follow up until loan has funded.
Quality assurance of all work through provided tools - lender information, state information, documentation, notation, checklists, etc.
Collaboration: Work closely with other team members and departments to ensure a seamless customer experience.
Compliance: Adhere to all regulatory and company policies to ensure compliance in all loan processing activities.
Effectively manage and maintain an organized pipeline.
Additional duties as required.
WHAT WE ARE LOOKING FOR:
We are seeking dynamic individuals who thrive in energetic environments and possess a knack for engaging interactions. While experience in sales is an advantageous asset, it is the versatility and adaptability of a candidate that truly shines in this role. Our successful team members hail from a diverse array of backgrounds, including but not limited to:
Customer Service Excellence: Whether it's behind the bar or at the front of a restaurant, providing top-notch service is second nature.
Automotive Industry Savvy: From dealerships to repair shops, understanding the fast-paced nature of the automotive world is a valuable skill.
Call Center Expertise: Managing high-volume calls with patience and efficiency is a testament to a candidate's resilience and communication prowess.
Sales Acumen: A history of sales-oriented roles demonstrates a candidate's ability to persuade and meet targets effectively.
We value the rich experiences that candidates from these industries bring to our team, fostering a culture of learning, growth, and success.
WHAT YOU NEED:
Education: High school diploma, or equivalent required. Associates or bachelor's degree preferred.
Language/Communication/Interpersonal: Ability to speak read and write fluent English. Strong verbal and written communication skills, with an emphasis on communication of channel operations. Ability to effectively communicate with all levels of the company. Ability to establish and maintain effective working relationships and objectively coach associates and management through complex issues. Excellent presentation skills.
Math Skills: Basic computation skills
High Level of Organization: Managing your time, energy and workspace well and can accomplish all your assigned tasks successfully before end of day.
Analytical: Detail-oriented with the ability to organize, prioritize, and work independently. Strong reasoning and critical thinking skills.
Reasoning Ability: Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving concrete variables in standardized situations.
Technical: Proficient with Microsoft Office and Teams, with intermediate Excel ability. Ability to navigate multiple systems and platforms. Experience with CRMs preferred.
Job description statements are intended to describe the general nature and level of work being performed by employees assigned to this job title. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required.
The Savings Group (including all its subsidiaries: AUTOPAY, RateGenius Loan Services, Inc., and Innovative Funding Services dba Tresl) is an equal opportunity employer. With regard to hiring and promotions, qualified persons will not be denied employment opportunity based on race, color, national origin, religion, sex, sexual orientation, gender identity, marital status, age 40 and over, disability, military status, or genetic information. Any questions or concerns about our EEO policy should be directed to Human Resources
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$70k-80k yearly 16d ago
Bilingual Loan Specialist - 076
Sun Loan 3.5
Loan processor job in Pharr, TX
As a Loan Specialist, this position supports the branch manager in maintaining a profitable and well-managed office by ensuring efficient administration and compliance in loan processing. This role includes accurately processing loan applications, assembling and verifying loan documents, and handling all paperwork to maintain regulatory compliance. By diligently following organizational and regulatory guidelines, the Loan Specialist helps mitigate risk and avoid potential losses.
Responsibilities also include contacting customers regarding payment arrangements, facilitating loan extensions and modifications, and handling pay schedules as needed. In the manager's absence, this role oversees office operations to maintain continuity and productivity.
Job duties include:
Attempts to persuade customers to pay the amount due or arrange for payment via phone, or mail. Identifies solutions for customers to refinance accounts and bring accounts current.
Properly closes loans by ensuring all loan requirements are explained.
Execute collection calls on overdue accounts.
Uses company provided location services to locate past due customers.
Ensures accurate and timely processing of applications by regularly reviewing pending applications and contacting prospective customers.
Ensures continual account growth by selling loans to former and prospective customers.
Sells ancillary products including taxes, referrals and car club (where applicable).
Maintains all necessary forms and loan documents for accounts in accordance with company guidelines, federal and state law.
Prepares copies of financial and legal documents as requested.
Ensures accurate and timely processing of loans by providing accurate computer input and keeping customer information up to date.
Enters payments into loan management software.
Accommodates for payment extensions and properly maintains collection notes on account screens.
Requirements:
1 year Customer Service experience in any field
6 months Collections experience, a plus
High School/GED preferred
Proficiency in operating systems (e.g., Windows, mac OS, Linux) and common software applications (e.g., Microsoft Office Suite, Google Workspace), with experience in software installation, configuration, and troubleshooting.
Demonstrates a positive attitude, strong work ethic, and a collaborative approach, contributing to a respectful and productive work environment.
Excels in building and maintaining strong customer relationships, demonstrating excellent communication, active listening, and persuasive sales techniques to drive customer satisfaction and business growth.
Strong organizational skills, with the ability to manage multiple tasks efficiently, prioritize responsibilities, and meet deadlines while maintaining attention to detail.
Proficient in basic math skills, including addition, subtraction, multiplication, and division, with the ability to apply these skills to analyze data and perform calculations accurately.
$25k-53k yearly est. 15d ago
Home Loan Specialist III
Pennymac 4.7
Loan processor job in Carrollton, TX
PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform and integrated business focused on the production and servicing of U. S. mortgage loans and the management of investments related to the U.
S.
mortgage market.
At Pennymac, our people are the foundation of our success and at the heart of our dynamic work culture.
Together, we work towards a unified goal of helping millions of Americans achieve aspirations of homeownership through the complete mortgage journey.
A Typical Day The Home Loan Specialist III is a skilled role supporting various Channels within the Mortgage Fulfillment Division (MFD).
As the Home Loan Specialist, you will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
The Home Loan Specialist will: Successfully complete Pennymac training classes in wage income, self employment income, rental income, and assets is required Perform complex data and document validation Calculate income; wage, self employment, and rental income Review and calculate asset documentation Restructure mortgage loans to meet agency and Pennymac requirements Evaluate loan applications for compliance with product guidelines Interact with multiple departments to expedite escalated loan issues Perform other related duties as required and assigned Demonstrate behaviors which are aligned with the organization's desired culture and values Collaborate with team members to ensure escalated loans are completed in a timely matter What You'll Bring Associate's degree or equivalent work experience 3+ years of relevant work experience Proficiency in Microsoft Office Financial Services and mortgage industry experience required Jr Underwriting experience preferred General understanding of applicable Federal, State and Local regulations Why You Should Join As one of the top mortgage lenders in the country, Pennymac has helped over 4 million lifetime homeowners achieve and sustain their aspirations of home.
Our vision is to be the most trusted partner for home.
Together, 4,000 Pennymac team members across the country are guided by our core values: to be Accountable, Reliable and Ethical in all that we do.
Pennymac is committed to conducting a business that makes positive contributions and promotes long-term sustainable growth and to fostering an equitable and inclusive environment, where all employees and customers feel valued, respected and supported.
Benefits That Bring It Home: Whether you're looking for flexible benefits for today, setting up short-term goals for tomorrow, or planning for long-term success and retirement, Pennymac's benefits have you covered.
Some key benefits include: Comprehensive Medical, Dental, and Vision Paid Time Off Programs including vacation, holidays, illness, and parental leave Wellness Programs, Employee Recognition Programs, and onsite gyms and cafe style dining (select locations) Retirement benefits, life insurance, 401k match, and tuition reimbursement Philanthropy Programs including matching gifts, volunteer grants, charitable grants and corporate sponsorships To learn more about our benefits visit: *********************
page.
link/benefits For residents with state required benefit information, additional information can be found at: ************
pennymac.
com/additional-benefits-information Compensation: Individual salary may vary based on multiple factors including specific role, geographic location / market data, and skills and experience as defined below: Lower in range - Building skills and experience in the role Mid-range - Experience and skills align with proficiency in the role Higher in range - Experience and skills add value above typical requirements of the role Some roles may be eligible for performance-based compensation and/or stock-based incentives awarded to employees based on company and individual performance.
Salary $45,000 - $66,000 Work Model OFFICE
$45k-66k yearly Auto-Apply 18d ago
Home Loan Specialist I
Solomonedwards 4.5
Loan processor job in Austin, TX
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist I for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform routine data entry and validation tasks.
- Initiate third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Review and validate loan documents.
- Handle routine calls, emails, and/or chat responses.
- Monitor work queues and intervene as needed.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Skills and Job-Specific Competencies:
- Proficiency in Microsoft Office.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy.
Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise
Job Ref: 141857
### Place of Work
On-site
### Requisition ID
141857
### Application Email
****************************
$20-24 hourly Easy Apply 60d+ ago
Loan Specialist - Boarding
California Bank & Trust 4.4
Loan processor job in Houston, TX
Did you know that Zions Bancorporation is one of the nation's premier financial services companies with total assets exceeding $80 billion? With local management teams at the helm in 11 western states, Zions is dedicated to making a difference in their local communities. At Zions, we haven't forgotten who keeps us in business, meaning we're committed to the success of our customers, and our employees. Here, the possibilities are endless - come for a job, stay for a career.
Are you looking for opportunities to create a positive impact?
At Enterprise Loan Operations we inspire a culture of continuous improvement and innovation, and a focus on empowering team members through forward-thinking learning opportunities. We are committed to diversity, equity, and inclusion, and believe that success requires a work environment as diverse as our customer base, where people are respected and valued. We recognize our customers are the reason the bank exists and are committed to doing what's best for our customers, our company, and each other. Join our talented team today!
As a Consumer Boarding Loan Specialist, you will:
Provide ongoing support to six affiliated banks by servicing the consumer loan portfolio. This role is responsible for reviewing and onboarding new loans into the system, accurately posting monetary transactions, and completing teamassigned reports. The position also assists partners with inquiries related to loan onboarding and participates in departmental projects and audits as required.
Key Responsibilities
* Review and onboard new consumer loans into the system with accuracy and attention to detail
* Post and reconcile monetary transactions in accordance with established procedures
* Complete and maintain various reports assigned to the team
* Act as a point of contact for internal partners, responding to inquiries related to new loan onboarding
* Collaborate with team members and crossfunctional partners on projects and audit activities as needed
* Ensure compliance with internal controls, policies, and applicable regulations
You'll be a great fit if:
* You have working knowledge of banking and lending processes, especially relating to loan documentation and account maintenance.
* You enjoy collaborating with creative, top performing teams, and using your interpersonal and communication skills (both verbal and written).
* You use prioritization and time management skills to complete your work and meet deadlines.
* You take pleasure in continuously learning and growing.
* Your attention to detail helps you deliver top quality work.
* You can solve problems by researching and analyzing information.
* You enjoy working in a fast-paced environment that quickly changes and provides challenges.
* You are comfortable using various Microsoft Office tools (Word, Excel, Outlook, etc.) or similar software.
* Your customer service skills create quality experiences for those you serve.
You'll need:
* Some previous banking, loan processing, documentation, servicing or other directly related experience
* A High School diploma or equivalent. A combination of education and experience may meet job requirements.
Location: This position is five days per week in-office (M-Fri) and you will need to live within commuting distance of these locations:
* Houston, TX
* Midvale, UT
What we offer:
* Our commitment to your success by providing the training, support, and resources you need.
* Medical, Dental and Vision Insurance - STARTING ON YOUR FIRST DAY!
* Competitive pay, Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays.
* Life and Disability Insurance, Paid Parental Leave and Adoption Assistance.
* Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts.
* 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience.
* Mental health benefits include coaching and therapy sessions.
* Tuition Reimbursement for qualifying employees.
* Employee Ambassador preferred banking products.
Apply now if you have a passion for impactful outcomes, enjoy working collaboratively with co-workers, and want to make a difference for the clients and communities we serve.
$26k-46k yearly est. 5d ago
Hacienda Ford-Title Processor
Hacienda Ford 3.8
Loan processor job in Edinburg, TX
Title Processor is responsible for daily processing of vehicle titles. Obtain a thorough understanding of corresponding state and local title processing regulations. In addition, the Title Processor will maintain file documentation, update customers on file status, and maintain accurate records of vehicle titling within company guidelines.
Hours:
The Accounting Department is open during the following hours:
Monday - Friday 8:00 AM - 5:00 PM
Duties and Responsibilities:
Proper titling of new, used and wholesale sales deals for the dealership.
Ensures the company's title work meets state requirements.
Prepare and submit all legal transfer documents to the state department of motor vehicles (DMV).
Contacts banks to obtain lien releases.
Review and clean up schedule on a weekly basis.
Other duties ass assigned by Manager
Qualifications:
We're seeking a superstar who brings:
A minimum of 2 or more years of experience in a Title Processor role is required.
A High school diploma or equivalent; associate or bachelor's degree preferred.
Strong attention to detail and accuracy.
Excellent organizational and time management skills.
Strong written and verbal communication skills.
Proficiency in MS Office (Word, Excel, Outlook) and experience with CRM or deal management software is a plus.
Ability to work independently and in a team-oriented environment.
Problem-solving skills and the ability to handle sensitive information with discretion.
Experience with contract management or financial documentation is a plus.
Benefits:
Medical, Dental, & Vision Insurance: 100% employer-paid coverage with a variety of plan options to fit your needs, including medical plans featuring a $0 deductible and $0 copay upon completion of a baseline visit.
401(K) Plan: 401(k) plan with a company match of 50% up to 4% of your salary.
Life Insurance: 100% employer-paid life insurance policy of $50,000 with no medical exams required.
Paid Vacation: 1 week of paid vacation in the first year of service, with a rollover of 40 hours and a max cash out of 40 hours.
Sick leave 3 paid days per service year - 100% employer paid.
Paid Holidays: 6 paid holidays per year, including New Year's Day, Independence Day, Memorial Day, Labor Day, Thanksgiving Day, and Christmas Day.
Other Perks: 5-day workweek for sales, parts, and administration positions, 90-day & annual 1-on-1 performance evaluations, and employee discounts on new vehicles, parts, and services.
Requirements
By submitting your application, you agree to the following:
You are at least 18 years old.
A minimum of 2 or more years of experience in a Title Processor role is required.
You have a valid driver's license with an acceptable driving record.
You will pass a pre-employment drug screen.
You will undergo a background check.
You understand that the 401K company match has an annual maximum amount.
You understand that earned vacation time is based on the total time of continual employment.
If you do not meet all these requirements, your application will not be considered
$37k-50k yearly est. 17d ago
Title Express Processor - On Site
Copart 4.8
Loan processor job in Dallas, TX
Copart, Inc. a technology leader and the premier online vehicle auction platform globally, with over 200 facilities located across the world, Copart links vehicle sellers to more than 750,000 buyers in over 190 countries. We believe in providing an unmatched experience, every day and everywhere, driven by our people, processes, and technology.
The Title Express Processor is responsible for assisting auto insurance companies with procurement of vehicle titles and title paperwork and working with financial institutions and vehicle owners.
Opening/scanning mail received.
Call queue (ability to answer basic TE questions, give claim updates, and direct caller to correct party/team if applicable).
Total Loss Packets (create and send all documents required per state guidelines).
Initial lien holder calls (calls are to secure payoff information, letters of guarantee, and copies of titles).
Initial calls to owners/insureds (these are customer-specific tasks, and they are used to inform the owner of the packet that will be sent to them).
Follow-up calls to owners/insureds to follow up on needed documents or corrected documents needed.
Follow-up calls to lienholders (for documents listed above in the initial call).
Will send out revised packets to the owners/insureds as needed.
Will be held to the internal cycle times and other auditable criteria.
Mail Approvals-Reviewing all mail to ensure that documents are compliant per state guidelines.
Launch the "Okay to Pay" from the owner/insured to the insurance company after the final review of the file for compliance.
Will monitor and work a shared inbox to ensure the tasks and directives are addressed and completed per company policy, timelines, and contractual obligation.
Other tasks as assigned by management.
Requirements
1 plus years of office customer service experience
Education: HS degree
Proficient in basic office equipment and with Microsoft products
Ability to identify/analyze vehicle title documents within company and State guidelines
Ability to work closely with state DMVs and lienholder entities
Problem solver
Ability to multitask
Basic 10-key proficiency
Ability to work in a fast-paced environment
Excellent communication skills-written and verbal
Excellent customer service skills and attitude
Basic math skills
Ability to delegate/prioritize workflow
Ability to work independently or in a team environment
Ability to read/write in English fluently and effectively
Valid driver's license
Occasional overtime as needed
Pay $21.05 - $23.71 per hour
Benefits Summary:
Medical/Dental/Vision
401k plus a company match
ESPP - Employee Stock Purchase Plan
EAP - Employee Assistance Program
10 Vacation days per year
7 Paid Company Holidays
Life and AD&D Insurance
Along with many other employee benefits.
At Copart, we are focused on harnessing the power of diversity, inclusion, and collaboration. By embracing diverse perspectives, we open doors to innovation and unleash the full potential of our team. We are dedicated to fostering a workplace where everyone feels appreciated, included, and inspired to grow and contribute meaningfully.
E-Verify Program Participant: Copart participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program (For U.S. applicants and employees only). Please click below to learn more about the E-Verify program:
E-verify Participation
Right to Work
$21.1-23.7 hourly Auto-Apply 36d ago
Bilingual (Spanish) Consumer Loan Specialist
Curo Group Holdings Corp 4.7
Loan processor job in New Braunfels, TX
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, Heights Finance. 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
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: 1050 N IH-35, Suite 600 New Braunfels, TX 78130
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.25 - $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
#HFCLP
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, and Heights Finance) 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, *****************.
$15.3-21.8 hourly Auto-Apply 10d ago
Construction Loan Draw Specialist
Primelending 4.4
Loan processor job in Dallas, TX
Benefit highlights: 11 Paid Holidays, 15+ days of PTO, 401k Matching, Health Benefits, and more!
Under general supervision, the Construction Draw Specialist assists in all aspects of loan draw processing for residential homebuilder and commercial construction borrowers. Reviews client draw requests and ensures requests are in line with internal and external regulations prior to processing the release of funds to clients. The Construction Draw Specialist will engage with external vendors including third-party inspectors, surveyors, and title companies to gather project data and will input data into the draw monitoring system.
High School diploma, general education degree (GED), or equivalent required.
Minimum 2 years of lending/loan administration experience. Strong preference for previous experience with construction draw servicing or related construction industry experience.
Knowledge of construction disbursement servicing system a plus.
Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and systems.
Excellent verbal, written and interpersonal communication skills.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and produce error-free work in a deadline-driven environment.
Must be self-motivated with strong attention to detail and accountability.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
Monitors construction draw pipeline for residential homebuilders and/or commercial construction loans. Performs general maintenance on loan accounts and ensures supporting documentation is uploaded into the monitoring system.
Inputs budgets and schedules in draw monitoring system according to loan approval and supporting construction documents.
Orders and reviews inspection reports, including final inspections, and surveys; ensures that project inspections are in line with draw request. Updates project completion progress in draw monitoring system in accordance to inspections.
Reviews draw requests and borrowing base requirements to ensure appropriate approvals are secured and internal requirements are met. Verifies availability of funds prior to release.
Reviews loan for outstanding past due payments. Ensures draw funds are held until past dues are resolved.
Prepares loan advances and wires for completing construction draws.
Communicates with lenders, lending assistants, borrowers, vendors, and other lending stakeholders on draw requests, including status updates, discrepancies, or any issues encountered when reviewing requests. Engages appropriate party to resolve discrepancies.
Monitors exceptions on draw requests and coordinates with lending staff and borrower to clear exceptions.
Monitors key loan account data such as down date endorsement requirements and construction loan binder extensions; documents data changes within the draw monitoring system.
Tracks borrower equity injection reports to ensure project is in line with loan approval guidelines/requirements.
Generates reports related to draw pipeline and provides to loan operations management.
Additional duties and responsibilities as needed.
$23k-40k yearly est. Auto-Apply 16d ago
Loan Specialist
Regional Finance 4.1
Loan processor job in Katy, TX
Take your career to the next level! In the last few years our goal has been expansion, creating growth opportunities for many of our team members. Not only are we serious about growth, but we are also serious about helping our customers during hard financial times.
We take pride in providing solutions and offering a helping hand, not only to our customers but also to the communities we serve. As we continue to expand and grow into a national leader in consumer financing, we invite you to consider joining our team.
If you're passionate about making a meaningful impact in people's lives and bringing a personal touch to finance, we'd love to have you on board!
Regional Finance is hiring! We are looking for talented and driven individuals to join our team. Take the next step in your career and click that apply button!
Job Intro
The core of a Loan Specialist is being customer oriented. If you are interested in helping others in their time of need, then this is the career you have been looking for!
Why work at Regional?
* Regional offers competitive pay! We do our best to show that we value our team members!
* You are eligible for a monthly bonus. Who doesn't love a nice cash reward for their hard work?
* You will have promotion opportunities. We love to train our Loan Specialists into future Branch Managers!
* All full-time team members have access to our medical, dental, vision and 401(k) benefits!
* Pays an average of $41,000, this amount can vary based on your location and cost of living adjustments!
Duties and responsibilities
* Provide exceptional service to all customers.
* Process credit loan applications and use product knowledge to present loan solutions to current and potential customers.
* Maintain office cash with accuracy and proper security.
* Grow account volume through good judgment and effective customer solicitations in the branch and by telephone.
* Minimize delinquent debt through calling customers and collecting on past-due accounts.
* Receive, track, and post all payments and fees to customer accounts in compliance with Company Policy.
* Transport money and deposits to and from bank.
* Other duties as assigned by leadership.
Minimum Qualifications
* High School Diploma or Equivalent.
* Prior customer service experience in either a sales/retail environment or cash management environment.
* Must pass drug screen, criminal and credit background checks.
* Valid Driver's License and access to a dependable automobile with liability insurance coverage.
Critical Competencies
* Demonstrated passion for customer service.
* Excellent written and verbal communication skills.
* Customer service minded with a personality that relates well with a broad spectrum of people, including external customers, branch colleagues, and corporate co-workers.
* Thrives in a pay for performance atmosphere.
* Proven ability to multi-task.
* High degree of integrity.
* Sales mentality.
* Adaptable to an ever-changing environment.
Working conditions
This position works in an office providing consumer loan products in person and over the phone. The typical working hours are 8:30am to 5:30pm Monday through Friday with some Saturdays required. Overtime may be required on an as needed basis and is at the discretion of upper management.
If you are a job applicant who resides in the state of California, please review our California Employee Privacy Policy at the following link: **************************************************************************************************
Regional is an equal opportunity employer and does not discriminate on the basis of race, color, religion, creed, national origin, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, transgender status, age, disability, genetic information, veteran status, uniform service, or any other characteristic protected by applicable law ("Protected Characteristics"). Regional's policy of non-discrimination applies to all phases of the employment process and relationship, including, but not limited to, recruitment and selection; compensation and benefits; professional development and training; promotions and opportunities; transfers; social and recreational programs; layoff; and terminations.
$41k yearly 11d ago
Mortgage Specialist
Cdcb
Loan processor job in Brownsville, TX
Mortgage Specialist Supervisor: Chief Lending Officer Classification: Full time, Non-Exempt Compensation based on experience: $15.50 - $17.50 About Us cdcb | come dream. come build. is a private 501(c)(3) nonprofit organization founded in 1974, working to eliminate persistent poverty, advance prosperity, and increase economic justice across the Rio Grande Valley. Through housing development, financial capability programs, and community planning initiatives, cdcb supports healthier, more resilient communities along the U.S.-Mexico border and the Gulf Coast.
Summary: Responsible for accurately processing all documents for residential mortgage loan applicants to ensure that they are complete and comply with all local, state and federal regulation while maintaining communication with borrowers, loan officers, real estate agents and underwriters throughout the process.
Essential Duties and Responsibilities:
Review mortgage loan applications for completeness and accuracy.
Collect, verify and organize required documentation such as income statements, bank statements, tax returns and credit reports.
Gather information to submit loan package for underwriter approval.
Process FHA, Conventional, TDHCA, USDA 502, Inspire100 and CASA mortgages loans to investor guidelines.
Prepare down payment assistance package for underwriter to approve
Responsible to deliver all closed loans to investor for purchase and to clear any deficiency that might arise
Responsible to submit pre-purchase and post-purchase loan packages to auditor for review
Other duties as assigned.
Supervisory Responsibilities: This position does not supervise others.
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.
Education/Experience
High School Diploma or general education degree (GED) or higher; and minimum one year mortgage lending related experience and/or training; or equivalent combination of education and experience.
Language Ability
Ability to read and comprehend simple instruction, short correspondence, and memos. Ability to effectively present information in one on one and small group situations. Bilingual in Spanish and English: verbal and written form preferred.
Math Ability
Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio and percent and to draw and interpret bar graphs.
Reasoning Ability
Ability to apply common sense understanding to carry out simple instructions. Ability to deal with standardized situations with only occasional or no variables
Computer Skills
Working Knowledge of computer programs such as Microsoft Office (Word, Excel, Power Point)
Work Environment:
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This position is in a standard office environment with desktop business equipment and frequent telephone calls. Noise level is moderate.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The average loan processor in Pharr, TX earns between $28,000 and $56,000 annually. This compares to the national average loan processor range of $28,000 to $50,000.
Average loan processor salary in Pharr, TX
$40,000
What are the biggest employers of Loan Processors in Pharr, TX?
The biggest employers of Loan Processors in Pharr, TX are: