Company
BD Capital is a premier lender to developers and builders across the country. We pride ourselves on a consultative approach to fulfilling our customer's needs. This customer focus creates a positive, entrepreneurial atmosphere where people are empowered to learn, grow, and contribute as individuals in a respectful and non-judgmental culture. The company is experiencing rapid growth and looking to build out the operations team with an exceptional LoanProcessor for our top producing sales team.
Position Summary
We are looking for a LoanProcessor who thrives in a fast-paced, entrepreneurial growth environment. This person will manage a pipeline of loan files, ensuring a smooth and timely loan transaction experience for our borrowers through the collection and analysis of documents and data. As a customer facing person, this individual is also responsible for providing our borrowers with exceptional customer service and transparency into the process.
Responsibilities
· Review loan file submissions, organize files, and input loan information into the company's loan origination system
· Order and verify third party services (e.g., credit, flood, appraisals, environmental reports, zoning reports)
· Collect and verify documentation related to borrower, asset, entity, and construction
· Ensure loan files are in compliance with program guidelines, investor requirements, and federal and state laws/regulations (e.g., disclosures, notifications)
· Inform loan officer, agent, and borrower about discrepancies in title, appraisals, credit, employment, income, and other file related items
· Obtain documentation to clear conditions prior to funding as required by underwriting
· Submit completed file to underwriting department for approval
· Proactively monitor pipeline to set realistic closing dates, ensure timely funding of loans, and meet expected service levels
· Communicate with external parties to the loan including but not limited to borrower, realtor, title, closing agent, and appraisal management company
· Evaluate processes and procedures for efficiency opportunities and implement process improvements
· Maintain thorough knowledge of the loan origination system and proactively identify and implement work flow improvements within the system
· Organize and maintain daily pipeline huddles with sales, construction, and other stakeholders, as needed
· Prepare reports giving executives visibility into the loan pipeline, daily production activity, cycle times, and loan quality
· Manage and train junior processors and other employees, as required
· Maintain and update the Processing Policy and Procedure Manual
· Ad hoc projects, as assigned
Qualifications
· Deep knowledge of mortgage processing concepts, practices and procedures
· Knowledge of federal and state regulatory guidelines
· Pipeline management experience required
· Knowledge of Encompass preferred
· Strong working knowledge of MS office and Sharepoint
· Knowledge of underwriting and/or loan structuring a plus
· Process improvement experience (e.g., six sigma) a plus
· Strong attention to detail
· Well-developed communication and interpersonal skills with an emphasis on customer service, conflict management, teamwork and coaching
· Ability to work on multiple projects simultaneously, managing time and resources to ensure work is completed efficiently within established timeframes
· Naturally inquisitive with strong analytical and problem-solving skills
· Demonstrated ability to maintain confidentiality and use discretion in daily activities
· Ability to work in a fast paced environment under pressure with tight deadlines and constant interruptions; Ability to flexibly adjust priorities in a changing environment
· Self-motivated team player with a strong work ethic and high level of personal accountability
· Positive personality with a high level of integrity
· Valid driver's license
Education & Experience
· Bachelor's degree from an accredited college/university
· 2+ years of commercial and/or residential loan processing experience
Location
Warren, NJ
Employment Type
Full Time
BD Capital, LLC provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law.
$47k-60k yearly est. 3d ago
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Mortgage Processor
Flatiron Realty Capital
Loan processor job in Great Neck, NY
About Us:
Flatiron Realty Capital is a privately funded real estate portfolio lender specializing in customized financial solutions for real estate developers and investors. Offering bridge loans, construction/rehabilitation financing, and 30-year rental investment products, the company addresses both short-term and long-term financing needs. Flatiron provides fast, flexible, and service-oriented lending solutions. Headquartered in Great Neck, New York, Flatiron operates nationwide.
Job Description:
Flatiron Realty Capital is seeking multiple full-time Mortgage Processors for an on-site role based in Great Neck, NY. The Mortgage Processor will be tasked with coordinating all aspects of the mortgage lending process, including reviewing and validating documentation, communicating with clients to collect required information, and ensuring compliance with established guidelines. This role will involve collaborating with underwriting and lending teams to process loans in a timely and accurate manner while maintaining exceptional customer service.
Responsibilities:
Commute to Great Neck, NY, fulltime, 5 days a week.
Assist in coordinating construction draws or rehabilitation inspections as needed for applicable loan products.
Monitor compliance with internal credit policy, state regulations, and lending guidelines throughout the loan lifecycle.
Analyze loan files to identify potential red flags and escalate issues to underwriting or management when needed.
Track and clear underwriting conditions in a timely manner, ensuring that all documentation meets investor, regulatory, and company requirements.
Coordinate with the underwriting, asset management, and closing teams to ensure smooth and timely loan processing from submission to funding.
Assist in preparing files for closing, including verifying final numbers, reviewing settlement documents, and confirming that all pre-closing conditions have been satisfied.
Monitor a pipeline of active loans, prioritizing deadlines and communicating status updates to stakeholders.
Provide exceptional customer service by delivering clear, professional, and proactive communication throughout the loan process.
$40k-55k yearly est. 3d ago
Senior Loan Processor
Company 3.0
Loan processor job in Middletown, NJ
Administrative Assistant - Residential Mortgage Closings
A small, busy law firm focused on residential mortgage closings is seeking a dependable Administrative Assistant to support the attorney and keep transactions moving smoothly. This is a hands-on role ideal for someone who enjoys organization, client interaction, and working closely with a small team.
What You'll Do
Support an attorney handling residential mortgage and real estate closings
Open, organize, and maintain client files from intake through post-closing
Prepare and assemble closing documents and correspondence
Coordinate closing schedules with lenders, title companies, agents, and clients
Manage calendars, deadlines, and daily administrative tasks
Handle incoming calls, emails, and client communication professionally
Assist with post-closing follow-up, recording, and file completion
What We're Looking For
Experience in a law firm, real estate office, title company, or mortgage environment preferred
Familiarity with residential real estate or mortgage closings a plus
Strong attention to detail and organizational skills
Ability to manage multiple files in a fast-paced setting
Clear communication skills and a professional demeanor
Comfortable using Microsoft Office and document management systems
Why This Role
Work directly with an attorney in a small-firm environment
Meaningful involvement in residential real estate transactions
Stable, long-term opportunity with room to grow
$43k-69k yearly est. 5d ago
Lockbox Support Personnel - Lockbox Remittance Processor
ATR International 4.6
Loan processor job in Binghamton, NY
Handles and deposits remittances, and documents files received by mail. Benefits: Benefits Full-time employees (working an average of 30 hours or more) are eligible to select from different benefits packages Packages may include medical, dental, and vision benefits, a 401(k) retirement savings plan with employer match (available after 1 year of employment), commuter benefits, employee discount and referral programs, and life and supplemental income insurance Paid sick leave is provided in accordance with applicable state and local laws.
Compensation
Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education, and experience, as well as the benefits package you select.
Work Authorization
ATR International, Inc cannot sponsor work visas (H-1B, F-1 STEM OPT with I-983, or similar) Candidates must have valid U.S work authorization.
ATR International, Inc is an equal opportunity employer We celebrate diversity and are committed to creating an inclusive environment for all employees.
$28k-34k yearly est. 1d ago
Commercial Loan Closer
Peoples Security Bank & Trust 4.3
Loan processor job in Moosic, PA
If you are looking for a great place to work, and reach your potential, look to Peoples Security Bank & Trust.
We continue to grow and are always looking for the right people to join our team.
#TeamPSBT
Our Commercial Loan Closers are responsible for performing a variety of duties to support the loan documentation and loan processing function for commercial/small business, residential, and consumer loan transactions; coordinating work within the department, as well as with other departments; and responding to inquiries or requests for information. This position will be located in either our Bethlehem, PA location or in our Moosic, PA location.
Essential Duties:
Performs a variety of duties to support the loan documentation and loan processing function as follows:
Verifies all loan information pertaining to small business and commercial lending in preparation for final loan documentation for closing.
Verifies loan approvals to loan policies.
Reviews loan applications to verify that application data is complete and meets establishment standards, including full execution by all parties and Bank.
Reviews document preparation folders for completeness and accuracy
Informs Lenders and administrative support of missing information, documentation and discrepancies.
Verifies loan to values as appropriate to the transaction at hand and for reporting accuracy.
Completes and/or follows up on any additional records with regard to the processed loans
Prepares and reviews commercial modification documentation as needed including calculation of adjusted payments.
Obtains additional needed information through a variety of methods in order to ensure that the proper preliminary documentation has been obtained prior to the preparation of final loan documentation, i.e. articles of incorporation, business agreements, certificate of good standing, appraisals, automated underwriting findings, investment account statements, etc.
Performs review of attorney-prepared loan documentation for accuracy and informs Lenders of necessary changes, as needed.
Performs secondary review of loan documentation of other loan closers prior to distribution of loan documents including review of attorney-prepared loan documentation.
Generates and distributes loan documentation for closings to Lenders and administrative support; reviews HUD Settlements statements and verifies accuracy and funds to close.
Reviews executed loan documentation to ensure that the proper signatures have been obtained after closing including loans where documentation has been prepared by outside counsel; ensures all the proper documents are included in the final loan files and completes the organization of the permanent loan documentation file.
Provides support to post-closing loanprocessor, when necessary, with regards to tracking and preparation of the loan file for imaging and filing
Processes withdrawn, approved not accepted and declined commercial loans as needed for HMDA reporting purposes including generating Adverse Action Notice for loans declined due to poor credit history
Ancillary Duties:
Perform tasks which are supportive in nature to the essential functions of the job, but which may be altered or re-designed depending upon individual circumstances.
Benefits Offered to Peoples Security Bank Employees
**Our College Tuition Reimbursement Benefit can help you achieve your long-term career and educational goals**
Medical Plans
Dental Plan
Vision Plan
Life Insurance
Disability Insurance
401(K) Plan
Paid Time Off
Paid Holidays
Paid Volunteer Time Off
Employee Assistance Program
Banking Classes
Internal Advancement Opportunities
Company Overview
Community has and always will be our purpose. We were founded on the principle to be a bank that people can trust. We would not be where we are today without the dedication that our employees have had since we first opened our doors. Our values still hold true to this day and we are making strides to continue to grow with our amazing team.
We believe that operating with a core set of values will be integral to the success of Peoples Security Bank & Trust for our employees, customers, shareholders and communities.
PEOPLE | Working together for a common good by engaging our customers and communities.
SERVICE | Consistently deliver a safe, reliable and positive banking experience for our customers.
BETTER | A commitment to excellence in every interaction.
TRUST | Integrity, accountability, guidance, and support form the foundation for every customer engagement.
We believe our team is what makes our organization successful. Hearing their stories show a path of growth and enrichment in their careers. Every single team member truly makes a difference within our company and we're grateful for each employee who chooses to work with us.
Peoples Security Bank and Trust Company is an Equal Opportunity Employer
Requirements:
Education/Training: A high school diploma or equivalent required.
Skill(s): Must demonstrate strong communication skills; moderate interpersonal relations skills; proficient PC skills, including Microsoft Word and Excel; working knowledge of loan documentation and requirements for completion. Knowledge of documentation software (LaserPro) a plus.
Experience: A minimum of 2 years' experience in a related position normally required.
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 position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the essential job functions of this position, the employee is regularly required to sit, stand, talk, hear, walk, use hands and fingers, handle or feel objects, and reach with hands and arms. At times required to stoop, kneel, bend, crouch and lift up to 25 pounds. This position requires regular use of a computer.
$34k-38k yearly est. 1d ago
Specimen Processor (Day)
Antech Diagnostics 3.7
Loan processor job in Great Neck, NY
We understand that the world we want tomorrow starts with how we do business today, and that's why we're inspired to make A Better World for Pets. Antech is comprised of a diverse team of individuals who are committed to each other's growth and development. Our culture is centered on our guiding philosophy, The Five Principles: Quality, Responsibility, Mutuality, Efficiency and Freedom. Today Antech is driving the future of pet health as part of Mars Science & Diagnostics, a family-owned company focused on veterinary care.
Current Associates will need to apply through the internal career site. Please log into Workday and click on Menu or View All Apps, select the Jobs Hub app, then click the magnifying glass to Browse Jobs.
**Work Shift:** **Monday-Saturday 11am-7:30am**
**Training Monday-Friday 12am-7am.**
**The Target Pay for this position is $22.12 an hour. At Antech, pay decisions are determined using factors such as relevant job-related skills, experience, education, training and budget.**
**Job Purpose/Overview**
Specimen Processors are responsible for receiving, preparing, and processing most samples that come into the department.
**Essential Duties and Responsibilities**
_To perform this job successfully, an individual must be able to satisfactorily perform each essential function. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions_
+ Receives and prepares samples for laboratory analyses.
+ Accurately process standard requisitions per approved procedures at expected rates.
+ Removes specimens from transport bags, enter patient data, label samples and aliquot as needed for multiple testing
+ Keep inventory of samples after testing has been completed by scanning into storage racks. Search lab for any samples not scanned into storage racks.
+ Sort samples for distribution throughout the lab (Coggins, cytology, etc.).
+ Scan tubes into storage racks and enter specimen data into database to verify the accuracy of information
+ Accession various sample types for processing
+ Check all trash containers within the Specimen Processing department when assigned
+ Assists other lab personnel with specimen storage
+ Ensure Turn Around Times (TAT's) are met
+ Follows applicable Standard Operating Procedures (SOP's), including safety and quality procedures. Maintains clean and organized work area. Restocks supplies as needed
+ Consult with senior peers on non-complex specimen processing tasks to learn through experience.
+ All other duties as assigned
We share a collaborative obligation to ensure that we conduct ourselves in the utmost ethical manner and that we hold each other accountable to the values and standards of the organization. Every Associate is responsible for asking questions, seeking guidance, and reporting concerns and/or violations of company policy or ethical standards. Antech Diagnostics has several processes in place to communicate with leadership and expects that Associates will have a commitment to integrity and uncompromising values.
**Education and Experience**
+ High school diploma or equivalent required, with science related classes
+ 0-1 years related work experience preferred
**Knowledge, Skills, and Abilities**
+ Attention to detail and organized with the ability to multi-task in a fast-paced environment
+ Reasoning and analytical skills to resolve issues
+ Communication skills, both verbal and written
+ Proficiency in the English language which allows for participation in team meetings, accurate entry of data into company systems and understanding of written directions
+ Attention to detail and organized with ability to multi-task in a fast-paced environment
+ Positive, can-do attitude
+ Data Entry skills
+ Personal computer skills, including strong typing ability and proficient use of Microsoft Office
**Working Conditions**
+ Stationary Position- must be able to remain in a stationary position for up to 2 hours.
+ Constantly operates a computer and other lab equipment accurately and efficiently.
+ Occasionally required to bend, kneel, stoop, or crouch
+ Required to lift, move, and carry up to 50 lbs.
+ Extended hours may be needed
+ Laboratory environments with potential biohazards present that are mitigated by the mandatory use of PPE
+ Work under close to moderate supervision.
+ Potential for exposure to agents known to cause zoonotic disease in humans and use of potentially hazardous chemicals as defined by the National Hazard Communication Standards. A complete list of such chemicals is available from department supervision.
**About Antech**
Antech is a leader in veterinary diagnostics, driven by our passion for innovation that delivers better animal health outcomes. Our products and services span 90+ reference laboratories around the globe; in-house diagnostic laboratory instruments and consumables, including rapid assay diagnostic products and digital cytology services; local and cloud-based data services; practice information management software and related software and support; veterinary imaging and technology; veterinary professional education and training; and board-certified specialist support services.
**Benefits**
Antech offers an industry competitive benefits package and continues to invest in and evolve benefits programs that meet the health, wellness and financial needs of our associates.
_Benefits eligiblity is based on employment status._
+ Paid Time Off & Holidays
+ Medical, Dental, Vision (Multiple Plans Available)
+ Basic Life (Company Paid) & Supplemental Life
+ Short and Long Term Disability (Company Paid)
+ Flexible Spending Accounts/Health Savings Accounts
+ Paid Parental Leave
+ 401(k) with company match
+ Tuition/Continuing Education Reimbursement
+ Life Assistance Program
+ Pet Care Discounts
**Commitment to Equal Employer Opportunities**
We are proud to be an Equal Opportunity Employer - Veterans / Disabled. For a complete EEO statement, please see our Career page at Antech Careers (************************************************************** .
**Note to Search Firms/Agencies**
Antech Diagnostics, Inc. and its subsidiaries and affiliates (Antech) do not compensate search firms for unsolicited assistance unless they have a written search agreement with Antech and the requisition is position-specific. Any resumes, curriculum vitae, and other unsolicited assistance from search firms that do not have a written search agreement or position-specific requisition submitted to any Associate of Antech will be deemed the sole property of Antech and no fee will be paid in the event the candidate is hired by Antech.
$22.1 hourly 6d ago
Commercial Loan Documentation Specialist
Dexian
Loan processor job in Williamsville, NY
Job Title: Commercial Loan Documentation Specialist.
Duration: 6+ months
The Lead Specialist is responsible for preparing, reviewing, and validating commercial loan documentation in a high-volume, fast-paced environment. This role ensures data accuracy, mitigates operational and regulatory risk, and maintains compliance with legal and banking requirements. The position requires strong attention to detail, effective time management, and the ability to work independently with minimal oversight.
Key Responsibilities
Prepare and review commercial loan documentation across multiple lines of business
Create and validate Laser Pro Lending (LPL) documentation packages
Facilitate Quality Verification once proficient across all document package types
Ensure accuracy and integrity of loan data throughout the documentation lifecycle
Apply business requirements related to commercial lending products and transactions
Adhere to all regulatory, compliance, and legal standards while mitigating risk
Independently manage assigned workload with limited managerial oversight
Support team members as capacity allows
Multitask efficiently in an environment with competing priorities
Essential Job Functions
Prepare internal commercial loan documentation accurately and timely
Review documentation to ensure completeness and compliance
Maintain strong data integrity within role-specific systems
Identify and mitigate potential risks within documentation packages
Manage deadlines effectively in a high-volume workflow
Qualifications
Commercial lending experience and strong working knowledge
Hands-on Laser Pro Lending (LPL) experience
Proven ability to learn quickly and manage time effectively
Strong attention to detail and data accuracy
Ability to work independently in a fast-paced environment
Desired Skills and Experience
Job Title: Commercial Loan Documentation Specialist.
Location: Amherst, NY 14226 or Brooklyn, OH (Hybrid, 2 days onsite in a week)
Duration: 6+ months
Job Summary
The Lead Specialist is responsible for preparing, reviewing, and validating commercial loan documentation in a high-volume, fast-paced environment. This role ensures data accuracy, mitigates operational and regulatory risk, and maintains compliance with legal and banking requirements. The position requires strong attention to detail, effective time management, and the ability to work independently with minimal oversight.
Key Responsibilities
* Prepare and review commercial loan documentation across multiple lines of business
* Create and validate Laser Pro Lending (LPL) documentation packages
* Facilitate Quality Verification once proficient across all document package types
* Ensure accuracy and integrity of loan data throughout the documentation lifecycle
* Apply business requirements related to commercial lending products and transactions
* Adhere to all regulatory, compliance, and legal standards while mitigating risk
* Independently manage assigned workload with limited managerial oversight
* Support team members as capacity allows
* Multitask efficiently in an environment with competing priorities
Essential Job Functions
* Prepare internal commercial loan documentation accurately and timely
* Review documentation to ensure completeness and compliance
* Maintain strong data integrity within role-specific systems
* Identify and mitigate potential risks within documentation packages
* Manage deadlines effectively in a high-volume workflow
Qualifications
* Commercial lending experience and strong working knowledge
* Hands-on Laser Pro Lending (LPL) experience
* Proven ability to learn quickly and manage time effectively
* Strong attention to detail and data accuracy
* Ability to work independently in a fast-paced environment
Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.
Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals. To learn more, please visit ********************
Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.
$34k-42k yearly est. 2d ago
Post Closing Coordinator
Thoroughbred Title Services
Loan processor job in Rye Brook, NY
💼 Now Hiring: Post Closing Coordinator! 💼
✨ Join a team where accuracy matters, customer service shines, and every closing ends with confidence. ✨
Are you detail driven, organized, and ready to make an impact behind the scenes of every successful real estate transaction? We're looking for a Settlement Post Closing Coordinator to help ensure taxes are paid and post-closing title curative issues are resolved. Join Thoroughbred Title Services today where you'll be responsible for the post closing processes, including assisting with the balancing of files, the proper and timely recording of documents, and the tracking and obtaining of loan releases in our Rye Brook, NY office.
What You'll Do:
✅ Ensure property taxes are paid accurately and in a timely manner
✅ Process refunds for any overages collected at closing
✅ Coordinate with attorneys to resolve post-closing title curative issues
✅ Reissue stale dated checks to maintain company accounting compliance practices
✅ Deliver exceptional service when responding to customer inquiries
What You Bring:
🔹 Extreme attention to detail and accuracy
🔹 Strong computer & communication skills
🔹 Excellent time management and self-motivation skills
🔹 Ability to precisely process and appropriately prioritize a high volume of files
Why You'll Love Working With Us:
🌟 Supportive team culture
🌟 Opportunity for professional growth
🌟 Full suite of benefits
Wage: $20.00 hourly; actual wage is based upon education and experience. Potential for annual discretionary bonus, based on financial results.
Benefits: Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)
Equal Opportunity Employer
$20 hourly 3d ago
Associate, Loan Closing Specialist
Ready Capital 4.0
Loan processor job in Berkeley Heights, NJ
Ready Capital offers a positive and diverse work culture incorporated with people who are passionate about their careers. We pride ourselves in being viewed as a premier place to work and encourage you to view our Senior Associate, Accountant opportunity.
Summary of Essential Job Functions:
Review Request for Credit Approval, Write-up and Commitment Letter within 24 hours of receipt of legal file, conduct introductory call to borrower and prepare/send Closing Checklist detailing documentation required for loan closings.
Regularly liaise with federal and state regulators.
Follow up, review and approve all Closing checklist/borrower due diligence items required for loan closing.
Determine what is required to perfect security interest in collateral and decide when loan file is ready to close.
Analyze supporting documents provided by borrowers and third parties to determine if they meet RCL approvals/standards and make decision that loan is thoroughly documented in accordance with RCL and SBA policies and credit approval memorandums.
Ensure all required hazard, contents, liability and/or flood insurance coverage has been obtained on industry required forms naming RCL as mortgagee and/or loss payee.
Maintain excellent level of customer service by being responsive to calls and emails from borrower and inside staff regarding loans in process within 24 hours of receipt.
Order appropriate third-party searches (flood, good standing certificates, UCC, title, judgment and bankruptcy) for all borrowers/guarantors.
Compliant with RCL policies/procedures and have knowledge of SBA SOPs and regulations
Prepare and review all required SBA, legal and state specific documents required for loan closing.
Become an integral part of the SBA Closing Team.
Responsible for following updated SBA policy notifications when issued.
Master RCL's construction policy, follow guidelines in notifying SBA of any modifications to the construction project such as but not limited to extension of maturity date, increase or decrease to the loan amount.
Responsible for reviewing site inspection reports for accuracy and process of the project as well as relaying any unforeseen issues to credit and management
Manage productivity by ensuring proper communication with borrower, general contractor and vendors to limit 1 to 2 disbursements per month
Act as liaison between Legal Counsel, Escrow, Title, deal team and all interested parties to coordinate document preparation, loan signing, funding, and closing.
Review and approve closing settlement statements, escrow documentation, insurance, and outstanding loan conditions.
Prepare funding information sheets detailing wiring information and use of loan proceeds.
Coordinate with accounting to assure timely release of wires for loan fundings.
Prepare closing packages of documents and ensure legal file is in compliance with RCL policies before transferring for Compliance Review
Provide assistance with portfolio acquisition due diligence
Adhere to turn time requirements.
Additional duties as requested by Closing Manager.
Primary Success Measurements:
Average of 2- 3 loans closed monthly or as modified by RCL management.
Average calendar days to fund from date processed loan received in Funding.
Percent of loans closed by contract closing date.
Overall file quality rating as determined by Closing Manager.
Quality control error percentage.
Customer Satisfaction Survey results.
Timing requirement on forwarding completed loan packages to Compliance Department.
Significant Decisions and Recommendations:
Ability to make independent decisions on a daily basis relating to loan portfolio.
Upon receipt of a loan package, exercise discretion in reviewing, analyzing and determining closing requirements
Regularly exercise discretionary powers and independent judgment in decision-making in order to accurately complete all loan file due diligence.
Ability to independently determine what is required to perfect security interest in collateral and decide when loan file is ready to close.
Education and Experience:
Bachelor's degree preferred.
Paralegal Certificate preferred.
Minimum of 2-5 years of commercial mortgage lending experience and/or relevant work experience in a functional role required or equivalent combination of education and experience.
Knowledge and/or Skills:
Knowledge of the SBA SOP
Operate standard office equipment/computer.
Proficient in Microsoft Office Suite, working with Word and Excel or similar spreadsheet software.
Type accurately at a speed necessary to meet the requirements of the position.
Organize work, set priorities and exercise sound independent judgment within established guidelines.
Interpret, apply, explain and reach sound decisions.
Ability to maintain files and records.
Ability to prioritize and perform multiple tasks.
Ability to answer loan document related questions from borrowers and referral sources.
Excellent interpersonal skills.
Detail oriented.
Language Skills:
Ability to read and comprehend instructions, short correspondence, and memos.
Ability to write basic routine reports and correspondence.
Ability to interact effectively with management, other employees, and customers as needed.
Diplomacy in dealing with internal and external clients.
Excellent communication skills.
Mathematical Skills:
Basic credit skills required.
Ability to perform basic calculations such as to add, subtract, multiple, and divide.
Reasoning Ability:
Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
Ability review information and solve problems quickly.
Strong ability to manage time.
Achievement oriented, takes initiative, and ability to take direction.
Strong organizational skills.
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.
While performing the duties of this Job, the employee is regularly required to sit; use hands to finger, handle, or feel and talk or hear. The employee is frequently required to stand and walk. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and ability to adjust focus.
Work Environment
The work environmental 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 essential functions. The noise level in the work environment is moderately quiet. We thrive in an environment that encourages hard work while having fun!
Salary Range: $105,000- $115,000 Actual compensation for this role will depend on several factors including the cost of living associated with your work location, your qualifications, skills, competencies, and relevant experience.
$105k-115k yearly 60d+ ago
Mortgage Loan Processor
Howard Hanna Real Estate Services 4.1
Loan processor job in Buffalo, NY
SUMMARY: Howard Hanna Mortgage seeks a full-time Mortgage LoanProcessor.
DUTIES & RESPONSIBILITIES:
Review application package for required program disclosures and Company, Agency, Investor, RESPA and ECOA compliance.
Maintain open line of communication with the applicant throughout the processing period, assisting them with any questions and notifying them of any additional information or documents required.
Notify borrowers and Finance Manager, of underwriting decision and any condition that must be satisfied prior to title transfer.
Send out all applicable approval letters to parties, borrower, finance manager, selling realtor, etc.
Copy credit package and prepare file for closing department. Be sure information for insurance is in file.
Maintain an accurate pipeline record and update for all loans in process.
Work closely with post-closer to meet any additional requirements from investor for their completion to purchase.
Work closely with Operations Manager to maintain updated QC reports, make any corrections necessary and remit to QC for review
Perform all other duties and tasks as may be directed by the employee's supervisor and/or management.
KNOWLEDGE, SKILLS & ABILITIES REQUIRED:
Three (3) years of mortgage banking experience, preferable in loan processing
High school diploma required
Excellent communication skills (oral, written and phone)
Ability to interact effectively with customers and other company staff to solve problems and contribute to the team
Strong analytical skills with aptitude for figures
Reliable, proactive, and self-motivated
Exceptional attention to detail with the ability to handle multiple duties
Proficient in Microsoft Office programs and data entry
Manage workload and meet deadlines
HowardHanna.com
Howard Hanna affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.
$43k-60k yearly est. Auto-Apply 21d ago
Loan Officer
Caliver Beach Mortgage
Loan processor job in Scranton, PA
Do you have strong relationship building skills? Have you built your business largely on referrals? Are you an entrepreneur at heart? If so, then we have an exciting opportunity for you. Become your own boss at Caliver Beach Mortgage!! Description: · Run your business remotely on a P&L basis under the umbrella of Caliver Beach Mortgage!
· Uncapped commissions!
· Loan products for all borrower types!
· Add additional LO's to your team OR act as an individual LO!
· Licensed in 28 states and growing!
· Administrative, operational and compliance support provided by Corporate!
Successful Candidate Attributes:
· Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc.
· Maintains a database of past clients for marketing purposes.
· History of closing at least 3-5 units per month.
Loan Officer Requirements:
· An active NMLS/MLO license (required).
· Strong knowledge of lending regulations and industry best practices.
· Exceptional interpersonal and communication skills.
· Analytical mindset with the ability to assess complex financial information.
· Sales-oriented mindset with a commitment to achieving targets.
· Detail-oriented and organized.
· Proficient in relevant software and tools.
Caliver Beach Mortgage, LLC is an equal opportunity employer. We are committed to diversity and inclusion in our workplace.
$44k-68k yearly est. 60d+ ago
Mortgage Processor
Mid Hudson Valley Federal Credit Union 3.8
Loan processor job in Kingston, NY
We are currently seeking an experienced Mortgage Processor to join our Mortgage team. Qualified candidates should have one to three years of recent related experience.
Essential Functions & Responsibilities:
Input pertinent information from application into mortgage software (LOS and FNMA D/U) and upload member documents to Image Flow.
Review and process all mortgage application information for completeness, as well as compliance to applicable program guidelines (FNMA, FHLMC, SONYMA, Construction, and other conduit loans). Evaluate D/U findings and all application information to assure the loans meet guidelines and have proper documentation for Underwriting.
Interact with members, staff, vendors, attorneys and realtors to obtain the necessary information to properly process and submit applications to Underwriting for a decision, as well as to troubleshoot and discuss problems as they arise (ie: high ltv, etc.).
Submit loans and update loans to Underwriting with accurate data.
Assist other areas of the department as needed
Performance Measurements:
Assures member service is top priority; treats members and other employees professionally with courtesy and respect; upholds MHV Service Standards.
Develops and maintains a working knowledge of all types of mortgage products including secondary market guidelines and procedures.
Submits loans for approval with a high data integrity (accuracy) within Mortgagebot and FNMA D/U systems.
Troubleshoots problems and figures out solutions prior to submitting loans for approval/denial (contact with members, loan reps, other processors and/or underwriters may be necessary); this will require employee to be self-driven, self-motivated, and forward thinking.
Makes valid suggestions regarding improvements to processes, forms, or functions in work area.
Acts as a good team player; promotes a positive, productive and supportive work environment.
Stays abreast of current trends affecting the financial services industry; has an overall knowledge of the credit union, its policies and procedures. Continually expands knowledge and develop skills.
Individual must have strong organizational skills, as well as excellent verbal and written communication skills. Time management and the ability to manage multiple workloads with successful results are also necessary.
Knowledge and Skills:
One year to three years of similar or related experience
(1) A two-year college degree, or (2) completion of a specialized certification or licensing, or (3) completion of specialized training courses conducted by vendors, or (4) job-specific skills acquired through an apprenticeship program.
Work involves extensive personal contact with others and is of a personal or sensitive nature. Motivating, influencing, and/or training others is key at this level. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Strong time management; ability to manage multiple workloads with successful results; ability to work independently; organizational skills, excellent verbal and written communication skills, listening skills, problem analysis and problem resolution; above-average interpersonal skills; strong computer skills (i.e., Microsoft Office)
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 20 lbs. Must be capable of climbing / descending stairs in an emergency situation. Normal range of vision and hearing abilities required. Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators. Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary. Must be able to work extended hours or travel off site whenever required or requested by management. Must be capable of regular, reliable and timely attendance.
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team. Must be able to read and carry out various written instructions and follow oral instructions. Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics. Must be able to speak clearly and deliver information in a logical and understandable sequence. Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public. Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace. Must be able to effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
Work is generally performed within an office environment, primarily in a climate controlled environment with minimal safety/health hazard potential. Sedentary, sitting, standing, walking, occasional lifting (overhead, waist level) from floor, bending, frequent near vision use for reading and computer use; standard office equipment available.
Benefits include:
Medical, Dental and Vision - with no waiting period for coverage!
401(k) with employer match and non-elective employer contribution
Paid Vacation, Sick time and Holidays
Life Insurance
Short-Term and Long-Term Disability Insurance
Employee Assistance Program
Tuition Assistance Program
Professional Development Programs
Discounted Loan Rates and Fees
Equal Employment Opportunity Commitment
Mid-Hudson Valley Federal Credit Union (MHV) is an Equal Opportunity Employer. It is our policy to recruit and select applicants for employment without regard to age, sex, sexual orientation, religion, race, creed, color, national origin, military or veteran status, marital status, disability, genetic information, predisposition or carrier status, domestic violence victim status, or any other status protected by applicable law. Reasonable accommodation is provided in compliance with state and federal law. Please tell us if you require a reasonable accommodation to complete the screening and hiring process or if some sort of change or adjustment to the application/interviewing process is required.
$45k-55k yearly est. 9d ago
Mortgage Loan Officer
PNC 4.1
Loan processor job in Scranton, PA
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Eastern PA (Bethlehem, Scranton, Philadelphia to include Bucks County, greater Delaware to include Dover and Wilmington, DE.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
**Job Description**
+ Recommends loan solutions in accordance with lending guidelines and clients' requirements.
+ Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
+ Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
+ Collaborates with internal and external stakeholders to complete mortgage transactions.
+ Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
+ **Customer Focused** - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
+ **Managing Risk** - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
**Qualifications**
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
**Preferred Skills**
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
**Competencies**
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
**Work Experience**
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
**Education**
No Degree
**Certifications**
No Required Certification(s)
**Licenses**
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
**Benefits**
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com .
**Disability Accommodations Statement**
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com . Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
**Equal Employment Opportunity (EEO)**
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
**California Residents**
Refer to the California Consumer Privacy Act Privacy Notice (****************************************************************************************************** to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$44k-66k yearly est. 2d ago
NB1345 - SBA Loan Specialist
Northfield Bank 4.3
Loan processor job in Rahway, NJ
Northfield Bank is a full service bank with 38 branch locations throughout New Jersey; and Staten Island and Brooklyn, New York. With a history dating back to 1887, our growth continues through expansion of our presence in local communities and in our Product and Service offerings. Over 300 employees with diverse backgrounds and cultures have come together to make Northfield Bank what it is today. The Bank believes in providing all employees with the opportunity to reach their career potential and encourages advancement within the organization. For more information, please visit *******************
Job Title: SBA Loan Specialist
Job Location: Rahway, NJ
Job Status: Full-Time
Job Summary
Primarily will be responsible for supporting and coordinating all aspects of commercial and real estate loan closings and loan portfolio management. Daily responsibilities will include but not limited to supporting Relationship Managers, Portfolio Managers and Team Leaders for loans within the portfolio and new loan originations through loan inputs, payment processing, reviewing, scanning, and uploading flies at closing, maintaining loan pipeline and files, etc.
Responsibilities Include:
Process all new loan request (i.e. credit reports, flood searches, OFAC, Lexis-Nexis, tax searches, Relationship work ups, 4506T, UCC searches, municipal searches, collateral searches, other property searches and any additional reports related to loan requests)
Enter loans into origination system
Organizes, scans, and maintains all Loan files for Dept. throughout life of loan
Contacts applicants to request any required outstanding documentation
Orders all appraisals, environmental and engineer reports and monitors progress until completion
Tracks all fees and good faith deposits collected
Prepares documentation required to obtain commitment letters from Closing Dept., reviews commitments for accuracy, and monitors all stages until loan closes
Coordinates closings with the attorneys and prepares final Bank paperwork for loan origination
Verify that loan is input into Bank core processing system correctly
Maintains all construction files and monitors builders risk insurance, permits and title continuations
Orders all site inspections
Prepare and submit invoices for processing
Prepares all documentation for construction advances and line of credit advances and paydowns
Assists Portfolio Manager with all Department Internal Reports including but not limited to past due reports, monthly loan trial balance, new loans closed, pay offs and deposit reports
Follow-up with borrowers on post-closing loan undertakings and escrows
Handles and services customers with any telephone inquiries regarding new and existing accounts (ACH payments, wire transfers, deposit and loan balances, releases, payoff letters, tax issues, insurance, etc.)
Adheres to Bank policies and procedures
Perform other duties as assigned
Senior:
An individual may be hired as or promoted to a Senior level based on their level of experience and expertise in the job responsibilities at the discretion of the hiring manager, executive sponsor and/or HR.
(Senior) SBA Loan Specialist
Job Summary:
Primarily will be responsible for supporting and coordinating all aspects of SBA loan servicing. Daily responsibilities will include but not limited to the oversight and review of SBA loans, input or callback of loan servicing activities such as payment processing, reviewing, scanning, and uploading flies at closing, maintaining loan pipeline, reviewing and obtaining expired insurance, preparing files that have been paid in full, etc.
Responsibilities Include:
Process Loan payoffs and complete tasks on related checklists including but not limited to collateral release, member communication, and servicing
Review various loan reports and related documentation on a daily, weekly, and monthly basis to ensure accuracy of information recorded in the core lending system.
Responsible for accurate report retention
Prepare loan documentation for audits, regulatory and other loan reviews
Review, scan, and upload files at closing
Maintain E-Tran procedures, perform service requests, and obtain authorizations
Prepare files that have been paid in full
Adheres to Bank policies and procedures
Perform other duties as assigned
Senior:
An individual may be hired as or promoted to a Senior level based on their level of experience and expertise in the job responsibilities at the discretion of the hiring manager, executive sponsor and/or HR.
Core Competencies :
Productivity - Generates high levels of output. Consistently meets workload demands. Consistently meets deadlines. Efficient at multi-tasking and demonstrates organization skills. Strives for results and efficiency.
Analytical Skills - Ability to take large volumes of data and then analyze trends and produce a result. Ability to breakdown complex problems into simpler, more manageable components. Ability to gather all information necessary to solve a problem, recognize underlying issues based on data and trends, and organize all relevant information to provide insight and ideas on how to draw appropriate conclusions that will help the solve problem.
Accuracy - Ensures that work is complete and without error. Verifies information.
Interpersonal Skills - Demonstrates behavior in alignment with our Code of Conduct. Possesses a positive attitude and enthusiasm towards customer interactions, job duties and work performance. Is approachable, warm, friendly and open-minded. Is capable of adjusting communication style to effectively interact with both internal and external client.
Preferred:
Professionalism - Sets a good example in every aspect of work performance including behavior, appearance and communications. Interacts with colleagues and customers in a courteous and respectful manner. Possesses high ethical standards and maintains confidentiality when needed. Exhibits a positive professional impression through appropriate business attire in compliance with the company dress code. Demonstrates ability to withstand pressure and to remain calm in crisis situations.
Job Requirements :
3-5 years experience in SBA lending or related fields
Excellent written and oral communications skills
Ability to manage priorities and workflow
Versatility, flexibility, and a willingness to work within constantly changing priorities
Proficiency in Microsoft Office Suite
Strong interpersonal skills
Good judgement with the ability to make timely and sound decisions
Ability to effectively present information and respond to questions
**Northfield Bank is an Equal Employment Opportunity Employer M/F/Disability/Protected Veteran**
$50k-85k yearly est. Auto-Apply 60d+ ago
Mortgage Loan Opening and Disclosure Specialist
Cross Key Management
Loan processor job in Blue Bell, PA
A Mortgage Loan Opening and Disclosure Specialist plays a crucial role in the mortgage lending process. Their primary responsibilities typically include:
Key Responsibilities 1. Loan Application Review: o Reviewing loan applications for completeness and accuracy.
o Verifying borrower information and supporting documentation, such as income and
credit history.
2. Mortgage Disclosure Preparation:
o Ensuring all required disclosures are accurately prepared and provided to borrowers
in compliance with regulations (e.g., Truth in Lending Act, Real Estate Settlement
Procedures Act).
3. Collaboration with Teams:
o Working closely with loan officers, underwriters, and compliance teams to ensure a
smooth loan opening process.
o Coordinating with third-party vendors (e.g., appraisers, title companies) as needed.
4. Regulatory Compliance:
o Staying up to date with changes in mortgage regulations and ensuring all processes
align with current laws.
5. Documentation:
o Maintaining accurate records of all disclosures and communications.
o Preparing necessary documentation for loan origination and compliance audits.
Skills Required
Attention to Detail: Thoroughness in reviewing loan documents and regulatory
requirements.
Communication Skills: Ability to effectively explain financial concepts to borrowers.
Organizational Skills: Capability to manage multiple loan applications simultaneously.
Knowledge of Mortgage Products: Familiarity with various mortgage products and
Regulatory Compliance requirements.
Previous experience in mortgage banking/lending is required
This is a full-time, in-office position.
$34k-71k yearly est. 60d+ ago
Commercial Loan Specialist - Edison
Unity Bank 4.3
Loan processor job in Edison, NJ
The Commercial Loan Specialist is a key support function to the commercial lending team. She/he assists with various commercial loan servicing activities, including but not limited to on-boarding of new and existing customer information, direct follow up with customers for required information, assist lending team with meeting reporting deadlines, database management, site visits and preliminary underwriting and customer interaction and correspondence.
Essential Functions
Address overdrawn accounts situations
Order credit reports on borrowers from Experian as needed.
Perform site visits of customers place of business
Assist team with prep of credit memos with the loan officers for various purposes, including renewals, commitment extensions and loan revisions.
Process servicing requests for existing loan customers, such as statement requests and copies of other documents.
Monitor and report on assigned loan portfolio activity to bank management as requested.
Follow up with borrowers to obtain financial information or documentation
Follow up with borrowers to obtain open items to facilitate the loan closing process.
Obtain environmental report bids and engage vendors
Coordinate with borrowers and branch staff to open required deposit accounts before closing.
Communicate with people outside the organization on a regular basis including borrowers, brokers, and accountants.
Analyze personal credit data and personal financial statements to assist in the completion of Letters of Interest and commercial credit underwriting
Assist with commercial loan/payment collections
Begin the Loan Proposal write up and input as much information as possible, including existing deposit and loan balances, property info, code page info, etc.
Attend loan closing if the loan officer is unavailable, depending on level of experience
Upload all documents and correspondence to Abrigo (financials, LPs, memos)
Move loans to closing once signed commitment letter and fees are received
Assist Portfolio Management with obtaining required financials and related information to complete Annual Reviews
Job Requirements and Qualifications
Job requires strict attention to detail and thoroughness in the completion of job duties.
Job requires analysis of financial information with oversight by a manager
Education and Experience
Associates Degree preferred or related field or equivalent experience
Three years + working at a Commercial Bank or Credit Union
Knowledge of SBA lending programs preferred, but not required
Licenses and Certifications
N/A
Knowledge, Skills, and Abilities
Ability to work independently with limited supervision
Ability to work in a structured environment with established procedures
Professional behavior mandatory at all times
Customer service oriented
Good organizational skills and ability to multi-task
Ability to effectively communicate with other bank departments
Excellent reading comprehension
Knowledge of administrative and clerical procedures and systems such as word processing, managing data, files, and records, designing forms, and other office procedures.
Excellent computer skills in a Microsoft Windows environment including proficiency in Word
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.
Ability to speak and write clearly to effectively convey information so that others understand and as appropriate for the needs of the audience.
Ability to apply common sense understanding to carry out written and oral instructions.
Physical Requirements
Ability to sit for long periods of time up to 75% of work hours.
Ability to use hands to grasp, handle or feel.
Ability use computer keyboard and system to enter data and process information.
Ability to talk, hear, and see.
Ability to use telephone to communicate with customers and employees.
Ability to drive for site visits of customers
Use office equipment such as teller scanner, personal computer, telephone, mobile device, copier, fax machine, adding machine, etc.
Working Conditions
Moderate sound as in business office with office machines, computers, and people traffic.
Open floor work environment.
Compliance
It is the responsibility of each bank staff member and of management to adhere to policies and procedures designed to implement compliance with the laws and regulations to which the bank is subject. Each bank staff and management member shall be accountable for understanding how compliance with laws and regulations affects the performance of their day-to-day duties, for completing compliance training as assigned and for carrying out those duties in a manner to achieve compliance with those laws and regulations.
All qualified applicants will receive consideration for employment without regard to race, color, age, religion, gender, sexual orientation, gender identity, national origin, protected veteran status or disability.
This is not an employment agreement or contract, implied or otherwise. Unity Bank maintains "at will" employment.
This document describes the position currently available. It is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it. Unity Bank reserves the right to modify duties or s at any time. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities at any time. Individuals may perform other duties as assigned, including work in other functional areas to cover absences or relief, to equalize peak work periods, or otherwise balance the workload.
Unity Bank is committed to the principles of equal employment opportunity and prohibits discrimination in hiring, promotion and terms and conditions of employment on the basis of race, creed, color, national origin/nationality, ancestry, religion/religious practices or observances, age, sex, gender identity or expression, affectional or sexual orientation, marital status, civil union status, domestic partnership status, disability or perceived disability, atypical hereditary cellular or blood trait, genetic information, and status as a veteran or disabled veteran of, or liability for service in, the Armed Forces of the United States.
Unity Bank commits to making reasonable accommodation to the known physical or mental limitations of qualified individuals with disabilities and qualified disabled veterans
provided the individual is able to perform the essential functions of the job
, unless such accommodation would impose an undue hardship upon Unity Bank.
A qualified employee or job applicant with a disability may request a reasonable accommodation by contacting Unity Bank's human resources department.
$32k-38k yearly est. 6d ago
Mortgage Loan Officer
PNC Financial Services Group, Inc. 4.4
Loan processor job in Scranton, PA
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Mortgage Loan Officer within PNC's Mortgage organization, you will be based in Eastern PA (Bethlehem, Scranton, Philadelphia to include Bucks County, greater Delaware to include Dover and Wilmington, DE.
PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates to connect with their recruiter and hiring manager to understand workplace expectations and ensure the role aligns with their goals.
PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position.
Job Description
* Recommends loan solutions in accordance with lending guidelines and clients' requirements.
* Manages a portfolio of customer relationships. Seeks prospective opportunities to retain and/or develop new clients. Responsible for sales calls.
* Develops and prepares loan solutions and refers products and services; reviews documentation to ensure compliance. Manages customer pipeline for efficiency.
* Collaborates with internal and external stakeholders to complete mortgage transactions.
* Collects and analyzes customer financial information for multifaceted and/or complex borrowers.
PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be:
* Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
* Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
Qualifications
Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications/licensures needed to be successful in this position.
Preferred Skills
Banking Products, Client Prospecting, Customer Relationships, Customer Solutions, Documentations, Innovation, Mortgages, Sales
Competencies
Customer Experience Management., Effective Communications, Financial Analysis, Loan Origination, Matrix Management, Mortgage Products., Sales Tasks And Activities, Scheduling Work and Activities, Selling.
Work Experience
Roles at this level typically require a university / college degree with < 1 year of professional experience and/or successful completion of a formal development program. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
Education
No Degree
Certifications
No Required Certification(s)
Licenses
Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.
Benefits
PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
To learn more about these and other programs, including benefits for full time and part-time employees, visit pncthrive.com.
Disability Accommodations Statement
If an accommodation is required to participate in the application process, please contact us via email at AccommodationRequest@pnc.com. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call ************ and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.
At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.
Equal Employment Opportunity (EEO)
PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA) and, for any registered role, the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act) and/or the Financial Industry Regulatory Authority (FINRA), which prohibit the hiring of individuals with certain criminal history.
California Residents
Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
$38k-58k yearly est. 3d ago
Home Loan Specialist II
Solomonedwards 4.5
Loan processor job in Trenton, NJ
About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards
Position Summary:
SolomonEdwards is looking for a Home Loan Specialist II for one of its mortgage clients to perform daily loan reviews to ensure the accuracy of loan findings. You will act as a key contributor to facilitate efficient and effective processes that support business and customer service objectives.
Position Locations:
Phoenix, AZ
Tampa, FL
St. Louis, MO
Plano, TX
Essential Duties:
- Perform complex data and document validation.
- Troubleshoot third-party orders (title, appraisal, hazard, flood cert, credit, etc.).
- Handle more complex calls, emails, or chat sessions.
- Complete appraisal eligibility tasks.
- Evaluate loan applications for compliance with product guidelines.
- Perform other related duties as required and assigned.
- Demonstrate behaviors that are aligned with the organization's desired culture and values.
Qualifications:
- Associate's degree or equivalent work experience.
- Proficiency in Microsoft Office.
- Financial Services and, if possible, mortgage industry experience preferred.
- General understanding of applicable Federal, State, and Local Regulations.
Travel Requirements: No travel will be required, unless at the client's discretion.
Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices.
Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to, education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $20-24.
Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k).
Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated.
We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives; and to be their whole selves.
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Job Ref: 141859
### Place of Work
On-site
### Requisition ID
141859
### Application Email
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$20-24 hourly Easy Apply 60d+ ago
Consumer Loan Specialist
Cornerstone Community Federal Credit Union 3.3
Loan processor job in Lockport, NY
The primary function of the Consumer Loan Specialist is to assist members with consumer and home equity loan inquiries. This also includes closing/disbursement. In addition, this role will assist in opening new deposit account products.
This position is part of the Friday and Saturday rotation schedules.
Essential Duties and Responsibilities:
Provide information in person, by telephone, or other means from members, dealers, insurance companies, etc. concerning consumer and home equity loan services or policies.
Assist by interviewing the member, obtaining proper application documents, credit reports, proof of income, etc.
Assist with all member follow up through processing of the loan file. This includes, but not limited to answering member questions as well as discussions, when needed, with our service providers.
Assist with reviewing and discussing any credit problems that may need to be resolved prior to approval and communicating with members.
Properly and professionally receive members, either by telephone or in person.
Inform member of all additional information the credit union may need such as proof of collision insurance, proof of income, etc.
Preparation of closing loan documents
Preparation and delivery of adverse actions and preapprovals
Process loan disbursements/fundings electronically via DocuSign and Meridian Link or in person. This position will also assist in making an appointment for members wishing for an in-person disbursement.
Assist with post-closing loan follow-up as needed.
Properly secure necessary collateral and process all loan packages in a manner that will result in the least liability for the credit union.
Assist the member toward the understanding of their financial history.
Process paid unsecured and secured notes.
Disburse all approved loans adhering to all policies and procedures established by CCFCU.
Responsible for following all compliance and regulatory requirements when rejecting a loan application.
Responsible for advising the member of the factors leading to the rejection of their loan request.
Review and evaluate VISA, Personal Loan Line of Credit, and Share draft Overdraft re-issues as needed.
Obtains HMDA/Data collection information
Maintains up-to-date knowledge of computer enhancements.
Demonstrated ability to follow any instructions and perform other related duties as may be required by management.
May be required to perform internal teller transactions and opening of accounts.
Trains other staff at management request.
Has thorough knowledge of products and services and educates members of their availability.
Adhere to safe work practices and procedures.
Be neat, punctual and professional in appearance and demeanor.
Always represent the best interests of the Credit Union in words and actions.
Complete all required training.
Other duties as assigned.
Member Service:
Has thorough knowledge of CCFCU products and services and educates members of their availability. Opens new accounts, to include but not limited to the following:
New membership accounts, trust and business accounts
Money Market transactions
IRA accounts, HSA's and share certificates
Share Draft accounts
Debit Cards
Direct deposits and payroll deposit requests
Explains and educates members regarding Overdraft Privilege Program and maintains necessary paperwork per member request
Performs file maintenance on above items
Required Knowledge, Skills and Abilities:
Deep understanding of how a credit union functions, and the value it brings to its member's and community. This includes understanding of what a Cooperative is, as that is the business models of all credit unions.
Has a thorough knowledge of Credit Union Loan Policy and can discuss the various loan alternatives with the member.
Has a thorough knowledge of the documents required for each loan and has the skill to obtain the required information in a friendly and efficient manner.
Has a thorough knowledge of interest rates and dividends, how they are computed and disclosed, and can discuss this with the member.
Has basic knowledge of all credit union programs and must thoroughly cross-sell all credit union products at every available opportunity.
Provides consistent high-quality and memorable service to our members.
Ability to communicate effectively both orally and in writing and generate grammatically correct written reports, letters, memorandums, etc.
Excellent interpersonal communication skills and be able to establish working relationships and interact effectively with a wide range of individuals, members, and vendors.
Ability to problem solve and provide solutions to member issues.
Desire to build strong relationships with teammates, business partners and specialists through collaboration.
Self-motivated, confident, and ability to multitask effectively.
Must become a loan officer.
Confidentiality:
Employees are required to maintain the confidentiality of all sensitive Cornerstone CFCU, member, employee, and proprietary information both during and after their employment. If an employee has a question about the confidentiality of a particular matter, they should consult with their Manager/Supervisor or Human Resources. Any violation of this rule may subject the employee to disciplinary action, up to and including termination of employment.
Qualifications:
Associates degree or higher, preferred.
2 years experience in originating and/or processing Home Equity products or Consumer loan products
2-5 years financial services experience. Credit Union (preferred) or Bank.
Experience with a Lending Origination Systems (LOS) preferred. Meridian Link preferred.
Knowledge of Microsoft Office, including Word and Excel
Bondable upon initial employment and continue to be bondable throughout term of employment.
Physical Requirements:
The functions of the position usually performed sitting but may require some amount of time standing. Some amount of stooping, kneeling, bending, crouching, lifting, walking, carrying and other movements may be required. Tasks involving working on a computer keyboard, typewriter, calculator, cutting, labeling and taping involve extensive wrist and hand movements. All individuals are required to be able to perform these movements without significant risk of injury to themselves or others.
EOE Race/Sex/Vet/Disability
Cornerstone CFCU is an equal opportunity employer that complies with the laws and regulations set forth in the following EEO Is the Law poster
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Cornerstone CFCU is committed to diversity, and values the ways in which we are different
$41k-49k yearly est. Auto-Apply 60d+ ago
Loan Closer
Mauch Chunk Trust Company
Loan processor job in Jim Thorpe, PA
Mauch Chunk Trust Company Job Description
Job Title: Loan Closer - Consumer Loans
Reports to: Loan Operations Manager
GENERAL RESPONSIBILITIES:
Schedules loan closings, compiles and prepares closing documents: Reviews approved loans to ensure conditions are met. Works with title companies and clients to get loans to closing and funded.
ESSENTIAL JOB FUNCTIONS:
1. Prepares all required loan documents, including, but not limited to Promissory Note, Mortgage, TRID Disclosures, Closing Disclosures, lien paperwork; prepares appropriate disclosures and any other documents necessary for closing.
2. Coordinates with the underwriter to ensure that all underwriting requirements are met.
3. Ensures compliance requirements are met as defined in company policies and procedures and state/federal laws and regulations.
4. Verifies accuracy and consistency of documents, such as title abstract and insurance forms.
5. Reviews closing instructions; determines charges to be collected at closing such as appraisal/inspection fees, credit report charges, recording and title insurance costs, etc.
6. Issues closing instructions; assists with post-closing communication.
7. Coordinates with the title company to issue the loan proceeds and fund the loan.
8. Verifies employment of clients.
9. Communicates with bankers and clients to set up closing and funding for home equity lines, loans, auto loans, personal loans, and mortgage refinances.
10. Calls borrower, broker, and other specified individuals to arrange time and date for closing of mortgages.
11. Maintains production tracking information within the designated software system for pipeline management.
12. Maintains working knowledge of Mortgagebot LOS and LaserPro for loan documentation.
13. Prepare and notarize all satisfaction pieces and paid off loan files.
14. Other duties as assigned.
NON-ESSENTIAL JOB FUNCTIONS:
1. Back up to other loan department positions including but not limited to loan processing.
PHYSICAL/MENTAL REQUIREMENTS:
· Ability to perform duties independently with some direction
· Operates various office equipment
· Digital dexterity and eye/hand coordination in the operation of office equipment
· Ability to manipulate a computer 85% of time during regular business hours
· Light lifting and carrying of supplies, files, etc.
· Ability to speak to and to hear customers and/or other employees on the telephone and in person
· Organized and Detail Oriented
· Decision making and problem-solving skills somewhat varied in scope and complexity, requiring referencing and interpreting policies and procedures
· Perform moderate mathematical calculations
· Maintain a high working knowledge of bank loan policy and regulations pertaining all loans
EDUCATION, TRAINING AND EXPERIENCE:
· High school diploma or equivalent.
· 3-5 years relevant experience including in-depth knowledge of underwriting criteria, closing procedures and industry standards
· Thorough knowledge of mortgage lending guidelines and regulations
· Strong interpersonal skills and oral and written communication skills
· Strong PC and software application skills in Windows environment, MortgageBot, and LaserPro; good 10-key skills
· Adequate internet access at home to support laptop functionality when needed.
How much does a loan processor earn in Scranton, PA?
The average loan processor in Scranton, PA earns between $26,000 and $51,000 annually. This compares to the national average loan processor range of $28,000 to $50,000.
Average loan processor salary in Scranton, PA
$36,000
What are the biggest employers of Loan Processors in Scranton, PA?
The biggest employers of Loan Processors in Scranton, PA are: