Loan processor jobs in Porterville, CA - 654 jobs

A national banking institution in San Francisco seeks a CRA Loan Specialist to manage the origination of residential mortgage loans. This role involves developing CRA prospects and conducting homebuyer-training seminars. The ideal candidate should possess strong organizational and customer service skills and knowledge of lending guidelines. It offers a competitive incentive-based compensation structure and comprehensive benefits for employees. #J-18808-Ljbffr

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register. Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a seasoned Commercial Loan Administrator in Fresno, CA. This role focuses on documenting, closing, disbursing and servicing of loans. Essential Functions: Documents, closes, disburses and services highly complex loans. May be assigned to one or more types of loans including small business, commercial, mortgage or, construction loans. Ensures compliance with Bank, regulatory and investor guidelines. Determines proper steps and sequence needed to successfully close each loan. Obtains required documents and resolves outstanding issues. Communicates with customers, clients and outside agencies to gather information, research problems and respond to inquiries. Drafts final loan documents to include proper rates, terms and conditions. Makes loan funding decisions within assigned limits. Disburses loan funds and prepares the final loan package. May assist with the loan review process and reports. May oversee, train or advise lower-level staff. Qualifications: Typically requires an associate degree, or equivalent course work, in assigned lending function and 3 years of commercial loan processing and/or loan documentation experience. Full application of standard loan administration and commercial lending principles and procedures. Working knowledge of procedures related to the assigned lending function. Proficient in loan documentation computer systems. Proficient customer service and communications skills. Strong organizational skills. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $80,000 - $100,000 depending on job-related factors such as level of experience.

Loan Processor Primarily looking for individuals with loan processing experience. In this role, you'll review loans prior to final approval, identify and resolve guideline issues, analyze documentation, and clear or request conditions to keep files moving forward. You'll also verify system data to ensure accuracy for AUS runs. You'll collaborate closely with Underwriting, Title, Closing, and Client Management to troubleshoot and resolve complex challenges across a wide range of products, including Conventional, Jumbo, FHA, VA, USDA, and NonQM loans. This is an opportunity to make a meaningful impact by ensuring loan quality, supporting crossfunctional partners, and helping deliver a smooth experience for our clients. Key Responsibilities: - Evaluate and process loan applications, ensuring all necessary conditions are met before proceeding. - Halt processing if credit checks reveal issues or if specific conditions are not satisfied. - Review and rework loan applications as needed to meet investor guidelines. - Ensure adherence to investor guidelines, particularly regarding Debt-to-Income (DTI) and Loan-to-Value (LTV) ratios. - Collaborate with team members to maintain compliance with all regulatory and investor requirements. Qualifications: - Strong understanding of loan processing and investor guidelines. - Excellent analytical skills to assess DTI and LTV requirements. - Ability to work collaboratively in a team-focused environment. *Job Type & Location* This is a Contract to Hire position based out of Moorpark, CA. *Pay and Benefits*The pay range for this position is $26.00 - $26.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in Moorpark,CA. *Application Deadline*This position is anticipated to close on Jan 23, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

A global financial services company is seeking a Mortgage Lending Officer in San Francisco, CA. This role involves assisting clients in achieving home ownership goals through mortgage origination. Responsibilities include analyzing financial situations, making lending recommendations, and maintaining strong relationships with clients and referral partners. The ideal candidate has 2-5 years of mortgage sales experience and strong communication skills. Competitive benefits are offered, including medical and 401(k). #J-18808-Ljbffr

S&L Capital Group | California CA DRE 02041544 | NMLS ID 2773275 Southern California Applicants Preferred S&L Capital Group is a California-based private lending firm specializing in asset-based bridge loans for real estate investors and operators. We provide fast, flexible capital for the acquisition, refinance, and repositioning of residential (1-4), multifamily (5 + units), industrial, and select commercial properties throughout California. Our platform is built around speed, certainty of close, and pragmatic underwriting, serving transactions that traditional and institutional lenders often cannot execute efficiently. Position Summary S&L Capital Group is seeking a Growth-Oriented Loan Originator who has begun originating loans independently and is looking to scale production within a well-supported private lending platform. This role is ideal for an originator who can source and qualify deals, manage borrower relationships, and collaborate closely with internal underwriting and closing teams, while continuing to sharpen credit instincts, deal velocity, and market presence. Key Responsibilities • Source, structure, and close private-money loans • Build and expand borrower, broker, and referral relationships • Qualify transactions early to ensure alignment with underwriting standards • Serve as primary point of contact from inquiry through funding • Collaborate with underwriting, processing, and closing teams • Maintain pipeline tracking in CRM • Represent S&L Capital Group at industry events • Maintain DRE and NMLS compliance Resources & Support Provided • Access to proprietary borrower and market data • Company-provided CRM • Internal underwriting for fast approvals and denials • Designated internal processor and closer • Company-issued laptop and technology tools Ideal Candidate Profile • Prior experience originating or supporting private or asset-based loans • Ability to independently source and qualify transactions • Coachability and openness to feedback • Clear and professional communication style • Credibility with real estate investors • Strong sense of urgency with attention to detail • Relationship-driven growth mindset Licensing Requirements • California DRE Salesperson License - Required • NMLS License - Preferred, not required Compensation & Benefits • Base Salary + Commission • 100% Employer-Paid Health, Dental, and Vision • Event and Business Development Expense Account • 90-Day Probationary Period

🚀 Loan Officer Opportunity - Join Loanplex Mortgage (Bellflower, CA) Loanplex Mortgage is growing, and we're looking for a high-performing Loan Officer to take on incoming leads and help us serve a diverse range of clients with excellence. If you're a motivated, accountable, and self-driven professional who thrives on generating business through referrals, consistent follow-up, and relationship-building, we want to meet you. What We're Looking For: ✔️ 3+ years of loan origination experience ✔️ Comfortable working with complex client scenarios ✔️ Strong communication skills - Bilingual (English/Spanish) preferred ✔️ NMLS & CA DRE licenses required ✔️ In-office position (not remote) at our Bellflower headquarters ✔️ A true self-starter who knows how to turn leads into closings ✔️ Someone who loves helping families, investors, and self-employed clients navigate financing with clarity and confidence What You'll Do: Receive qualified leads from our marketing and referral network Build and maintain strong client relationships Strategize financing options for a wide variety of borrowers Follow up consistently from first contact to closing Represent Loanplex Mortgage with professionalism and integrity Who We Are: Loanplex Mortgage is a client-focused mortgage brokerage with a reputation for service, transparency, and results. With over 40 years of combined experience behind our brand, we're committed to helping clients reach their homeownership and investment goals-and we're ready to bring on the right Loan Officer to grow with us. If you're ready to join a strong team, work in a professional environment, and grow your business with real support and real leads, we'd love to connect. Let's fund dreams forward. 🏡💼 Send your resume and a brief introduction to ************************* Or Call ************

Professional Search Group- OC (PSG- OC) is seeking a motivated and detail-oriented Sr. Loan Closer. As a Sr. Loan Closer, you will play a critical role in the heart of the Private Lending Business. As Sr. Loan Closer you'll be responsible for managing Bridge and Construction loan closings from approval through funding, ensuring a smooth and timely closing process. This includes coordinating with escrow/title, preparing final loan documents, balancing settlement statements, and ensuring all pre-funding conditions are satisfied. As the Sr. Loan Closer you'll work directly with Client Relation Managers and Underwriters to close loans efficiently and accurately. We seek someone who is intellectually curious, holds themselves to high standards and can thrive in a high achieving, fast paced cultural environment. The organization is both an investment manager and a lending platform, while our competition is almost exclusively lenders who do not manage discretionary funds. That allows them to customize solutions for borrowers without special approvals from distant committees or boards of Managers that don't understand our business. The organization also manages money that comes from top tier institutional investors, giving them substantial capacity to grow. They place organizational health at the top of their priority list. In 2018, they undertook an exercise to place organizational health at the center of their business model. The result is that we developed a playbook that incorporates input from every team member, making sure that we remain aligned, and everyone knows what is most important - covering our mission, our values, and our top priorities each year. Ready to be a part of something great? Apply NOW! Primary Duties & Responsibilities Ensure the timely and accurate preparation, documentation, and funding of new loans and loan modifications Manage an active closing pipeline to meet critical deadlines; track loan approvals, closing conditions, and all required documentation for successful funding Review and reconcile all final loan documents and settlement statements to confirm accuracy in Salesforce and consistency with approved terms Coordinate and verify all required items for closing, including property insurance compliance, Funding Shield verification, indemnity approval, and availability of closing funds Collaborate with title companies to review and clear outstanding title exceptions prior to funding Proactively monitor and resolve all closing conditions to ensure readiness for funding authorization Follow up on any remaining underwriting conditions and ensure they are satisfied prior to clear-to-close or funding Partner with Loan Originators, Client Relations Managers, and Underwriters to address and finalize all items necessary for a seamless loan closing Enter and validate key closing data in Salesforce, including final fees, wire instructions, and funding details Manage funding timelines, prioritize closing tasks, and maintain workflow efficiency in a high-volume, fast-paced environment Support special projects and perform additional duties as assigned Requirements Bachelor's Degree preferred but not required. 4+ years of loan closing or funding operations experience required, preferably in private lending Strong organizational, multitasking, and problem-solving skills; able to adapt quickly in a fast-paced environment Solid knowledge of mortgage loan products, guidelines, and regulations Detail-oriented, team player with excellent communication and interpersonal skills Experience with Salesforce a plus This LA-based position requires in-office work 3 days per week, to ensure close alignment among all team members. Work Environment: This position typically operates in a professional office environment. Occasional evening and weekend work may be required to meet deadlines or address urgent issues Apply for this amazing opportunity today! Donovan Aranda Division Manager 562-378-0027 Donovan.aranda@us-psg.com

Join a winning team at United Business Bank and enjoy a friendly and collaborative work environment where opportunities for advancement are encouraged and supported. We pride ourselves on the team that we have in place, and we proudly state that our success is due largely to our team and their commitment to our client base. Thank you for considering United Business Bank as your next step in your career path, we look forward to hearing from you. About United Business Bank We are a publicly traded Regional Bank with over $2.5B in assets and 34 offices in 5 states. We have an entrepreneurial spirit and focus on the community by specializing in small to medium sized business clients. Our single point of contact model delivers outstanding customer service. United Business Bank's comprehensive benefit package includes medical, dental, vision, 401K, long and short term disability insurance, flexible spending account, a generous vacation and sick policy. About the Position... The Loan Service Specialist I (LSS I) is an onsite position and does not have remote opportunities. The Loan Service Specialist (LSS I) builds meaningful, collaborative, and effective relationships that reflect respect, integrity, and excellence with clients, colleagues, and the management team. Under general supervision, the LSS I is responsible for various loan servicing functions that are not limited to processing loan payments, including advances and pay downs, assisting with loan boarding and maintenance activities, and posting loans transactions timely and in accordance to Bank policies and procedures. While providing efficient and professional services to all clients, the LSS I monitors incoming mail and the Loan Servicing email inbox to resolve and process general requests and forwards payoff demand requests to the Loan Service Specialist II for processing. The LSS I will perform tasks to resolve discrepancies associated with payments and General Ledger clearing and will upload appropriate documents to the imaging system as assigned. The LSS I demonstrates strong teamwork, accountability, and adaptability to support their function and to assist the Loan Service Manager and department with other duties as assigned. All duties are to be performed accurately, timely, and efficiently and in accordance with Bank policies, procedures and regulatory guidelines. Qualifications About You... You are a self-starter with an entrepreneurial spirit who thrives in a team environment. You also have the following: Education & Certification(s) Required: High school graduate or equivalent. Some college or relevant training. Bachelor's degree preferred. Knowledge Required: Basic understanding of banking regulations and standard banking practices. Basic understanding of lending process, documents, terminology, regulations and standard banking practices, preferred. Knowledge of Loan Services policies and procedures, preferred. Experience Required: Office experience required, loan servicing or banking support preferred. Skills/Abilities: Good communication skills. Professional appearance, dress, and attitude. Strong math skills. Good time management skills. Ability to use Microsoft Office software package with basic Excel skills. Ability to operate standard office equipment including computer, adding machine, copy machine, fax machine, and telephone. Location: Onsite, no remote We are an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Under the supervision of the Loan Servicing Supervisor & Officer within the servicing team and following established policies and procedures, perform all post-closing duties relating to the servicing of the Bank's commercial loan portfolio according to separation of duties established by the Department Head including but not limited to the following functional duties: ESSENTIAL FUNCTIONS Monitor the department's shared email in-boxes and platforms to ensure completion of delegated items. Perform special processing to include SBA 1502 update and reporting, SAD processing to include the following: Charge Offs OREO Transfers Accrual Changes Shadow Payment Processing Prepare GL Certifications. Serve as secondary reviewer and/or back-up of the following: Pay Off Statements FTI Balancing and Releases Daily Index Rate Sheet Established Control Reports Prepayment Penalty Report 85 Day Past Due Report Non-Accrual Exception Report Review and update Procedures and Job Aids to Assist management in ensuring loan servicing procedures adhere to bank policy and regulations. Responsible for research, review, and resolution of any Loan Servicing issues. Assist in short-term and long-term projects. Assist the CLS Supervisor in providing direction and guidance to staff in their assigned duties. Assist the CLS Supervisor with training and development of the team. Assist the CLS Supervisor and the Boarding team with complex research, review, and resolution of any Loan issues. Review vendor invoices. Provide general support, assistance, and backup for all servicing functions to include the following: Rate Rollovers and Repricing Establish new Rate Contract Sub-Notes Payments Payoffs Loan Advances Pay Off Statement Preparation System maintenance Release of Collateral Review Post Closing/Boarding document and Collateral Review. QUALIFICATIONS Education: High school diploma or equivalent; some college courses a plus. Experience: Minimum of 4 years of commercial loan servicing experience required. Skills/Ability: PC literate, proficiency with MS Office, knowledge of IBS loan system a plus, ability to work in a fast-paced environment while maintaining a high level of accuracy, strong problem-solving and organizational skills, bilingual (English, Mandarin or Cantonese) is a plus. OTHER DETAILS $28.85 - $36.06 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Our Core Values The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. 1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. 2. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. 3. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. 4. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. Position Summary Department Home Loan Center The Mortgage Loan Processor II (MLP II) will act as support staff to the Mortgage Loan Officer (MLO) and/or the Senior Mortgage Loan Officer (SMLO). The MLC II will assist in the processing of mortgage loans including but not limited to 1st mortgage and equity products from the beginning stages of application processing through the completion of 1st and Equity mortgage Real Estate loan packages up to and including funding. This is a high pace position, and the employee must meet performance standards. Essential Duties Review and verify mortgage loan applications for accuracy and completeness Receive telephone and email inquiries from potential applicants, answers questions, providing information regarding home loan products, quotes rates, fees and payments. Schedule real estate appointments and advises applicants of what documentation is required. Request additional information from outside agencies such as appraisals, preliminary title reports, verifications of employment, deposit, mortgage and rent, property tax information, hazard insurance policies, IRS Transcripts, Flood Cert, Private Mortgage Insurance (PMI) Cert, and additional documentation as needed. Analyze credit reports, income documentation, and asset statements Act as liaison between Credit Union and loan applicant while loan request is being processed and reviewed. Enter data into the Loan Origination System (LOS). Post fees to the General Ledger accounts. Finalize loan file for the MLO and/or SMLO to review, then submits to the Underwriter for Final Underwriting. Clears underwriting conditions and prepares loan for Final Documents. Set up loan for funding and prepare final figures to Accounting for the Wire transfer. Prepare loan documents for uploading to the Virtual Loan Folder. Other duties may be assigned. All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions. Performs other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. 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 Min/Preferred Education Level Description Minimum 2 Year / Associate's Degree Or equivalent from two-year college or technical school desired but not required; or one year or more credit union experience and/or training; or equivalent combination of education and financial services experience. Experience Minimum Years of Experience Comments 1 Language Skills Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. Physical Demands The physical demands described here are representative of those that must be met by a Team Member 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 Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.

AgWest Farm Credit is a member-owned financial cooperative that provides financing and related services to farmers, ranchers, agribusinesses, commercial fishermen, timber producers, rural homeowners and crop insurance customers in a seven-state territory in the Western United States. AgWest is part of the 100+ year-old Farm Credit System - the leading provider of credit to American agriculture. AgWest champions the growth and advancement of agriculture, the value of rural communities, and the vital contribution our customers make to the economy and society. We serve customers in 59 locations throughout the West. We are in search of a Loan Review Specialist I or Loan Review Specialist II to join our Loan and Lien Document Administration in Tulare, California. This full-time position reports to the Director, Loan Review and whose primary function is performing quality control review, document preparation, and analysis of basic new loan and loan servicing submissions. Compensation Information The base salary range for this position in Tulare, California is: Level I: Typical starting range: $48,400 - $64,500 Full base salary range: $48,400 - $72,600 Annual performance-based incentive target is 6% of base. Level II: Typical starting range: $53,600 - $71,200 Full base salary range: $53,600 - $80,000 Annual performance-based incentive target is 6% of base. Job Requirements Evaluate new loan and loan servicing requests and submissions, following established procedures and using acquired knowledge, to ensure the compliance and legal enforceability of loan paper and perfection of collateral on secured loans and loan servicing. Review and interpret legal and ancillary collateral documentation provided with the loan requests, including access and right-of-way related agreements, water rights documentation, easements, leases, licenses and permits pertaining to real property to identify any existing or potential issues. Review and analyze organizational documentation of business entities (such as corporations, limited liability companies, partnerships, etc.) and trust agreements to identify any material issues that may impact loans; work with branch staff to remedy issues. Identify and remedy issues reflected on title insurance. Perform all duties and maintain all standards in accordance with company policies, procedures, and internal controls. Other duties as assigned. Minimum Requirements Mortgage lending, application/loan processing, title and/or law firm experience. Ability to develop a functional understanding of the loan review process, including a solid knowledge base of loan products and guidelines, policies and procedures, and origination software specifications. Ability to develop an understanding of real property and personal property collateral documentation and perfection. Attention to detail when analyzing loan packages and preparing loan documentation. Understanding of real property and personal property collateral documentation and perfection. High school diploma or equivalent. Benefits Offered by AgWest Medical, dental, and vision insurance Basic term life and AD&D insurance (fully paid for by the company) Paid days off annually: 15 vacation*, 15 sick, 12 holidays and 3 volunteer 401(k) plan (6% match plus 3% employer contribution) Employee Assistance Program Wellness Program Jeans are welcome at work every day at AgWest! *Vacation accrual rates increase with tenure. Details about insurance and retirement benefits are available at: ************************************************* #LI-Onsite Job level and starting annual salary will be based on a variety of factors including but not limited to experience, education, certifications/licensure, internal equity, location, business needs and market demands. The listed compensation and benefits information is accurate as of the posting date. AgWest reserves the right to adjust compensation for all positions and modify or discontinue benefits programs at its sole discretion, subject to applicable law. Qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender orientation, national origin, marital status, age, disability, protected veteran status, or any other classification protected by law. When you apply for a position with AgWest Farm Credit, we collect personal identifiers (from your resume and other application information you submit), such as your name, email address, mailing address, telephone number(s) and employment and education related information. This helps us evaluate job applicants for hiring opportunities, and, communicate with them. To comply with federal regulations for equal employment opportunity and affirmative action (EEO/AA), we track our applicants by gender, race/ethnicity, veteran status, disability status, and the position for which they applied. You will be presented with a voluntary self-identification form as part of this application; we wanted you to know why we collect this information and what we do with it. Please be aware that this information is kept separate from your application, and not utilized in the selection process. For more information about the information AgWest Farm Credit collects, please see the AgWest Farm Credit California Privacy Policy.

Job DescriptionDescription: The Outside Loan Officer's primary role is to source, qualify and originate mortgage loans for by working primarily outside the Company's offices to solicit and obtain business from referral sources such as realtors, builders, financial service providers and others as well as borrowers directly. Key Responsibilities: Comply with outside sales and reporting obligations, duties, requirements and guidelines. Produce loans according to targets set by manager. Uphold the integrity of the brand. Must be familiar with originating loans. Properly qualify consumers and assure that you are issuing pre-approvals according to guidelines. Monitor loan pipeline through Lenders Office. Monitor productivity via reporting tools. Ensure compliance with all government and regulatory requirements. Loan Officer shall determine his or her hours or work. Loan Officers are not required to work any specific number of hours per week and when you do work it is at your discretion. Take information from the prospective borrower and complete the loan application form. Set yearly goals/attend meetings with manager. Educate borrowers/communicate on a regular basis with borrowers, listing brokers and selling brokers. Analyze the prospective borrower's income and debt and pre-qualify the prospective borrower to determine the maximum mortgage amount that the prospective borrower can afford. Educate the prospective borrower in the home buying and financing process, advising the borrower about the different types of loan products available and demonstrating how closing costs and monthly payments could vary under each product. Maintain regular contact with the borrower, realtors and the Company between the time of the application and closing to apprise them of the status of the application and gather any addition information. Collect financial information (tax returns, bank statements) and other related documents that are part of the application process. Order in file credit report, when required by the Company. Determine whether the property is in a flood area, where required by the Company. Attend the closing of the mortgage loan, if requested by the company. Under no circumstances shall the Loan Officer be compensated greater than the amount negotiated in the Loan Officer Compensation Agreement. Able to comply with the policies and procedures outlined in the Company handbook Perform other duties as assigned. Requirements: Education/Experience: Able to comply with the policies and procedures outlined in the Company Handbook Must have a current license through NMLS and be in good standing Knowledge of Freddie Mac (FHLMC), Fannie Mae (FNMA), FHA, and VA Two (2) years prior mortgage or mortgage banking experience Ability to deliver effective results and to meet deadlines History of exceeding sales goals Reliable transportation, valid driver's license and current automotive insurance Sound judgment and decision-making skills Ability to work under pressure and meet deadlines with minimal supervision Excellent phone and service skills Develop and maintain relationships within the real estate community Timely communication and response times according to department standards Travel: As needed travel internationally between United States and Mexico to meet business needs. Language: English preferred, Bi-Lingual (English/Spanish) desired. Compensation: PMG will offer a competitive compensation package commensurate with the background and experience of the applicant. AAP/EEO Statement: Panorama Mortgage Group is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, physical or mental disability, protected veteran status, or any other characteristic protected by applicable federal, state.

Replies within 24 hours The Overnight Closer (Member Services Representative) will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. The Overnight Closer will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. You will also be responsible for closing that day's shift for that business day as well as creating an accurate bank deposit. Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. New member sign-up. Take prospective members on tours. Facilitate needed updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Close shift for that business day. Create a bank deposit for next day. Qualifications/Requirements Customer service background preferred. Basic computer proficiency. A passion for fitness and health. Upbeat and positive attitude! Punctuality and reliability is a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the member's expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Ability to work 3rd shift (overnights). Must be able to occassionally lift up to 50 lbs. Will occasionally encounter toxic chemicals during shift. JOIN THE CLUB. Enhancing people's lives with an affordable, high-quality fitness experience requires a team of inspiring, motivated and fun-loving go-getters. As one of the largest and fastest-growing franchisors and operators of fitness centers in the United States, Planet Fitness is just getting warmed up. We're continuously seeking top talent to join us in cultivating the Judgement Free Zone and shaping the future of our brand. With more than 2,000 locations in all 50 states, the District of Columbia, Puerto Rico, Canada, the Dominican Republic, Panama, Mexico and Australia, there's plenty of opportunity on our Planet and we are always looking for talented individuals to join our team! Our member mission says it best: our product is a tool, a means to an end; not a brand name or a mold maker, but a tool that can be used by anyone. To use our product, members need to feel inspired and motivated. That's where you come in. If you're looking for a place where you can make a difference in a customer's life, you've found it. Come to add your mojo to the Judgement Free Zone, but stay for the feeling that you're making a difference on our Planet. TO FIND YOUR PERFECT FIT, SEARCH FOR A CLUB OPPORTUNITY NEAR YOU. Employees at a franchise location are employed by the Franchisee and are not employees of PFHQ (the Franchisor). PFHQ neither dictates nor controls labor or employment matters for franchisees or their employees, and does not retain any reserved authority to control the terms and conditions of employment for franchisees or their employees. Each franchisee is responsible for ensuring compliance with local, state and federal law.

The Overnight Closer (Member Services Representative) will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. The Overnight Closer will be responsible for creating a positive member experience by providing a superior level of customer service to Planet Fitness members, prospective members and guests. You will also be responsible for closing that days shift for that business day as well as creating an accurate bank deposit. Essential Duties and Responsibilities Greet members, prospective members and guests, providing exceptional customer service. Handle all front desk related activities including: Answer phones in a friendly manner and assist callers with a variety of questions. Check members into the system. New member sign-up. Take prospective members on tours. Facilitate needed updates to members accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Close shift for that business day. Create a bank deposit for next day. Qualifications/Requirements Customer service background preferred. Basic computer proficiency. A passion for fitness and health. Upbeat and positive attitude! Punctuality and reliability is a must. Exceptional customer service skills; able to interact in a positive and professional way with members and co-workers, exceeding the members expectations. Strong listener with the ability to empathize and problem solve. Demonstrate diplomacy in all interactions while using appropriate behavior and language. High School diploma/GED equivalent required. Must be 18 years of age or older. Physical Demands Continual standing and walking during shift. Continual talking in person or on the phone during shift. Ability to work 3rd shift (overnights). Must be able to occassionally lift up to 50 lbs. Will occasionally encounter toxic chemicals during shift.

The Mortgage Lending Officer role is a developing professional role. This role identifies policy and applies specialty knowledge in monitoring and assessing processes and data. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team. Citi, the leading global financial services company, has some 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and centralized service centers. The Home Lending Officer role represents the Retail Mortgage business providing superior service to clients and referral partners and is responsible for originating high quality residential real estate loans for clients. This highly interactive role engages internally with retail branch partners, operations, community business development officers. This role drives mortgage sales and client relationships through engagement with clients, real estate agents, and other area referrers. Responsibilities Consult with customers about their financial situation, financial and personal objectives and lending needs for the purpose of helping them achieve their home ownership goals. Collect and analyze information about the customer's financial situation, financial and personal goals, tolerance for risk and change, plans for the future, income, assets, debts, cash flow, and credit history. Analyze financial information for customers to make an initial assessment regarding whether the customer and the property may qualify for a particular lending solution. Make recommendations to customers about which lending solutions would best meet the customers' financial and personal objectives. Advise customers about the consequences, risks, and benefits of alternative lending solutions. Promote Citi's brand, and promote Citi as the provider of lending and other financial solutions. This includes promoting Citi and its financial services to real estate agencies, builders, other referral sources, and customers. Visit customers outside of Citi's offices, with such visits to vary based on clientele, geography, market conditions, and other factors. Work as a team with all internal partners to support and grow our customers. Refer customers who seek financial services other than lending solutions to the appropriate Citi professionals. Partner with Operations teams to ensure the seamless transfer of the loan application in order to provide documents to the Processors and acquire any additional information needed by the Processors and/or Underwriters. Work with Processors/Closers and customers to ensure the timely closing of the customer's loan. Go outside to key referral relationships (Realtors, CPA's, Builders, etc) to drive mortgage business into the bank. Introduce clients to segment partners when appropriate (including but not limited to Bank, Wealth Management, Small Business, Cards, etc). Keep abreast of trends and developments in local marketplace, as well as changing rules and regulations across the industry, and expand internal and external network to better serve clients and industry professionals. Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Qualifications 2-5 years relevant experience. 3+ years previous mortgage sales experience required. Residential Mortgage experience required. Established book of business. Proven product sales capability is required. FHA/VA & conventional loan experience is preferred. The ability to comprehend and explain financial calculations and pricing alternatives. The ability to communicate with customers about the proper documents and information needed to obtain a particular loan. Knowledge of the laws and regulations that govern consumer lending, including fair lending, privacy, and RESPA. Demonstrated customer service skills. Strong relationship development and management skills. Expertise of general lending products and overall mortgage industry. This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities. Education Bachelor's/University degree or equivalent experience. Benefits Citi offers competitive employee benefits, including medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire. Anticipated Posting Close Date: Aug 14, 2025 Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi's EEO Policy Statement and the Know Your Rights poster. #J-18808-Ljbffr

Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace culture values each associate's unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped the bank earn recognition as a perennial powerhouse in yearly voting for "Best Bank" and "Best Commercial Bank" from the readers of San Diego Union-Tribune and Orange County Register . Additionally, as a division of Zions Bancorporation, the bank has collected multiple Greenwich Excellence Awards for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. We are looking for a Loan Specialist to provide top notch customer service to our clients and customers for our greater Southern California West Region. This role focuses on providing administrative and operational support within key loan areas. Essential Functions: Provides administrative and/or operational support within one or more of the following loan areas: processing, closing, presentations, servicing, documentation, notes, disbursements, etc. May draft loan presentations, clear all identified loan exceptions. Maintains files, documents, notes, etc. Responsible for verifying completeness of files with all necessary documents and signatures required. Researches and resolves lending inquiries and issues. May prepare and/or track disbursements, loan documents, reports, obtain credit and/or financial information. Produce reports as required. Answer questions and follow up with clients. Other duties as assigned. Schedule: Monday - Friday, 9:00am - 5:00pm Qualifications: Requires High School diploma or equivalent and some 6+ year banking or loan processing, documentation or loan assistant experience or other directly related experience. College degree preferred. A combination of education and experience may meet job requirements. Expert knowledge of lending processes, loan principles, documentation, and loan systems. Working knowledge of banking processes and procedures. Must have excellent organizational and customer service skills. Must possess strong numeric and verbal aptitudes. Excellent research, audit and communications skills, both written and verbal. Ability to complete processes and meet deadlines. Advanced working knowledge computer program i.e word processing, spreadsheets or related software. Benefits: Medical, Dental and Vision Insurance - START DAY ONE! Life and Disability Insurance, Paid Paternal Leave, and Adoption Assistance Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts Paid Training, Paid Time Off (PTO), and 11 Paid Federal Holidays 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience Mental health benefits, including coaching and therapy sessions Tuition Reimbursement for qualifying employees Employee Ambassador preferred banking products This position is eligible to earn a base salary in the range of $51,319 - $85,531 annually depending on job-related factors such as level of experience.

The role is a junior underwriting or junior processing position on the TPO (third-party originator) broker side, focused on income and asset validation. The main responsibilities include using the company's guidelines, training, and tools to analyze data and ensure compliance. The ideal candidate should have the ability to learn, be organized, utilize resources, and take good notes. Prior experience as a processor or in junior underwriting is preferred, as they would have seen tax returns and bank statements. Will consider candidates without mortgage experience that are looking to get their foot in the door with a reputable company and can present themselves well since there will be training involved. *Skills* loan processing, underwriting, income calculation *Job Type & Location* This is a Contract to Hire position based out of Moorpark, CA. *Pay and Benefits*The pay range for this position is $26.00 - $26.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: * Medical, dental & vision * Critical Illness, Accident, and Hospital * 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available * Life Insurance (Voluntary Life & AD&D for the employee and dependents) * Short and long-term disability * Health Spending Account (HSA) * Transportation benefits * Employee Assistance Program * Time Off/Leave (PTO, Vacation or Sick Leave) *Workplace Type*This is a fully onsite position in Moorpark,CA. *Application Deadline*This position is anticipated to close on Jan 30, 2026. h4>About TEKsystems: We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company. The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. About TEKsystems and TEKsystems Global Services We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe people are our most valuable asset and we proudly foster growth and development empowering you to achieve your professional goals. We have thrived for 60 years and persevered through many economic cycles due to our team members' drive and optimism. Together we can make a difference in the financial future of our communities. Apply today! What our team members are saying: Video Clip 1 Video Clip 2 Video Clip 3 Learn more about us at cathaybank.com GENERAL SUMMARY Under supervision of the Department Supervisor or Manager, and following established policies and procedures, perform duties related to servicing the Bank's consumer loan portfolio according to separation of duties established by the Department Manager including but not limited to the essential functions described below. ESSENTIAL FUNCTIONS Complete necessary functions pertaining to servicing loans sold to Freddie Mac, including but not limited to, daily and monthly remittance of payments, status update in Freddie system, and reconciliation of bank accounts. Board new loans to the Core System. Review error and system maintenance reports and correct errors. Respond to general inquiries from both internal and external clients via mail or through call center. Review and clear non-posted Lockbox payments. Review and clear system posting rejects and unapplied funds. Provide research and correction to accounts. Process payoff funds and return items (such as return check, return mail, etc.) Post monthly loan payments. Clear loan WIP account of loan payments. Process requests for auto debit and ACH. Update collateral information in the Core System. Respond to demand request for payoff quote. Respond to verification of loan requests. Prepare mortgage release documents on paid-in-full loans. QUALIFICATIONS Education: High school diploma or equivalent with some college business classes preferred. Experience: Minimum 1-2 years in loan servicing and thorough understanding of consumer loan servicing products; knowledge of state and federal banking regulations and procedures with regulatory requirements including but not limited to CFPB, FCRA, HMDA, RESPA, Reg Z, SCRA, TILA, and UDAAP. Skills/Ability: PC literate, proficiency with MS Office; use of IBS loan system a plus. Ability to work in a fast-paced environment while maintaining a high level of accuracy. Able to communicate effectively verbally and in writing. Self-motivated. Strong problem-solving and organizational skills; Bilingual (English, Mandarin or Cantonese) is a plus. It is the individual responsibility of every team member to maintain a current awareness and understanding of appropriate banking laws, regulations, internal policies and procedures, and to comply fully with those laws, regulations, policies and procedures. OTHER DETAILS $23.07 - $27.88 / hour Pay determined based on job-related knowledge, skills, experience, and location. This position may be eligible for a discretionary bonus. Cathay Bank offers its full-time employees a competitive benefits package which is a significant part of their total compensation. It is our goal to provide employees with a comprehensive benefits package to fit their needs which includes, coverage for medical insurance, dental insurance, vision insurance, life insurance, long-term disability insurance, and flexible spending accounts (FSAs), health saving account (HSA) with company contributions, voluntary coverages, and 401(k). Cathay Bank may collect personal information from potential job candidates and applicants. For more information on how we handle personal information and your applicable rights, please review our Privacy Policy. Cathay Bank is an Equal Opportunity and Affirmative Action Employer. We welcome applications for employment from all qualified candidates, regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex (including pregnancy and related medical conditions, childbirth and breastfeeding), reproductive health decision-making, sexual orientation, gender identity and expression, genetic information or characteristics, disability or medical condition, military status or status as a protected veteran, or any other status protected by applicable law. Click here to view the "Know Your Rights: Workplace Discrimination is Illegal" Poster: Poster- English Poster- Spanish Poster- Chinese Traditional Poster- Chinese Simplified Cathay Bank endeavors to make **************************** to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact, Mickey Hsu, FVP, Employee Relations Manager, at or . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications.

Job Description Our Core Values The credit union is a values-driven organization. Our Core Values are at the center of everything we do and are the driving force behind our mission: We help people and communities prosper. 1. Everyone Counts - We promote a diverse and fair workplace to better serve our Members, Team Members and Communities, fostering an environment of transparency, trust, and respect. 2. Innovate Boldly - We dream big, challenge the status quo, move with agility, and embrace data-driven decisions. We listen and continuously make the impossible possible. 3. Embrace the Fun! - We take joy in our work by welcoming kindness, integrity, and authenticity. 4. Own It - Valley Strong is ours to grow. We hold ourselves accountable to doing our best work every day and are empowered to do what's right. Position Summary Department Home Loan Center The Mortgage Loan Processor II (MLP II) will act as support staff to the Mortgage Loan Officer (MLO) and/or the Senior Mortgage Loan Officer (SMLO). The MLC II will assist in the processing of mortgage loans including but not limited to 1st mortgage and equity products from the beginning stages of application processing through the completion of 1st and Equity mortgage Real Estate loan packages up to and including funding. This is a high pace position, and the employee must meet performance standards. Essential Duties Review and verify mortgage loan applications for accuracy and completeness Receive telephone and email inquiries from potential applicants, answers questions, providing information regarding home loan products, quotes rates, fees and payments. Schedule real estate appointments and advises applicants of what documentation is required. Request additional information from outside agencies such as appraisals, preliminary title reports, verifications of employment, deposit, mortgage and rent, property tax information, hazard insurance policies, IRS Transcripts, Flood Cert, Private Mortgage Insurance (PMI) Cert, and additional documentation as needed. Analyze credit reports, income documentation, and asset statements Act as liaison between Credit Union and loan applicant while loan request is being processed and reviewed. Enter data into the Loan Origination System (LOS). Post fees to the General Ledger accounts. Finalize loan file for the MLO and/or SMLO to review, then submits to the Underwriter for Final Underwriting. Clears underwriting conditions and prepares loan for Final Documents. Set up loan for funding and prepare final figures to Accounting for the Wire transfer. Prepare loan documents for uploading to the Virtual Loan Folder. Other duties may be assigned. All team members must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties. This includes the SAFE Act. Failure to do so may result in disciplinary and other employment related actions. Performs other duties as assigned. Supervisory Responsibilities This job has no supervisory responsibilities. 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 Min/Preferred Education Level Description Minimum 2 Year / Associate's Degree Or equivalent from two-year college or technical school desired but not required; or one year or more credit union experience and/or training; or equivalent combination of education and financial services experience. Experience Minimum Years of Experience Comments 1 Language Skills Ability to read and comprehend instructions, short correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one and small group situations to Members and other Team Members at the organization. Mathematical Skills Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute dividends and interest. Reasoning Ability Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written or oral form. Physical Demands The physical demands described here are representative of those that must be met by a Team Member 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 Team Member occasionally must lift and/or move up to 10 pounds. Ability to stand for long periods of time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Other Skills and Abilities Must be able to process transactions in an efficient manner. Must be able to communicate policies and procedures to Members in an easily understood and professional manner. Must comply with all Bank Secrecy Act (BSA) and other Anti-Money Laundering (AML) laws and regulations, as they pertain to federal guidelines and internal policies and procedures. The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, skills, or working conditions.